LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Diversified Active

CIK: 0000932974 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 1, 2024

Total Value ($000): $10,094,343 (100.0% shares, 0.0% debt)

Holdings (554)

MSFT MICROSOFT CORP 7.7%
Value ($000) $772,273 Shares 1,942,435 Est. Cost $50.92 Unrealized +588.0%
MA MASTERCARD INC 6.9%
Value ($000) $696,829 Shares 1,551,162 Est. Cost $71.03 Unrealized +459.1%
INTU INTUIT 6.0%
Value ($000) $610,451 Shares 966,928 Est. Cost $61.98 Unrealized +778.8%
GOOGL ALPHABET INC 4.2%
Value ($000) $423,350 Shares 3,021,765 Est. Cost $106.68 Unrealized +25.0%
FISV FISERV INC 4.2%
Value ($000) $422,884 Shares 2,980,782 Est. Cost $54.32 Unrealized +125.9%
SYK STRYKER CORP 4.1%
Value ($000) $415,981 Shares 1,239,959 Est. Cost $66.47 Unrealized +313.5%
DHR DANAHER CORP SHS BEN INT 4.0%
Value ($000) $406,308 Shares 1,693,586 Est. Cost $35.95 Unrealized +485.0%
ADBE ADOBE SYSTEMS INC 3.5%
Value ($000) $352,180 Shares 570,075 Est. Cost $277.12 Unrealized +108.1%
AMZN AMAZON.COM 3.2%
Value ($000) $327,918 Shares 2,112,872 Est. Cost $123.18 Unrealized +13.8%
AAPL APPLE INC 2.9%
Value ($000) $290,607 Shares 1,575,960 Est. Cost $84.17 Unrealized +117.2%
TMO THERMO FISHER SCIENTIFIC INC 2.9%
Value ($000) $288,312 Shares 534,921 Est. Cost $350.51 Unrealized +37.2%
AMT AMERICAN TOWER CORP 2.9%
Value ($000) $288,248 Shares 1,473,280 Est. Cost $81.18 Unrealized +115.8%
TJX TJX COMPANIES INC 2.4%
Value ($000) $240,295 Shares 2,531,823 Est. Cost $33.25 Unrealized +162.5%
NOW SERVICENOW INC 2.3%
Value ($000) $235,500 Shares 307,684 Est. Cost $94.33 Unrealized +33.6%
NXPI NXP SEMICONDUCTORS 2.1%
Value ($000) $215,366 Shares 1,022,773 Est. Cost $82.54 Unrealized +134.6%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $198,919 Shares 1,758,011 Est. Cost $31.68 Unrealized +203.3%
CNI CANADIAN NATIONAL RAILWAY 1.8%
Value ($000) $182,564 Shares 1,471,816 Est. Cost $42.45 Unrealized +155.6%
WEX WEX INC 1.8%
Value ($000) $177,076 Shares 866,363 Est. Cost $144.73 Unrealized +25.3%
COST COSTCO WHOLESALE CORP NEW 1.8%
Value ($000) $177,019 Shares 254,747 Est. Cost $346.67 Unrealized +65.4%
PAYC PAYCOM SOFTWARE INC 1.7%
Value ($000) $172,316 Shares 905,783 Est. Cost $111.96 Unrealized +85.7%
EOG EOG RESOURCES 1.7%
Value ($000) $169,981 Shares 1,493,818 Est. Cost $65.72 Unrealized +75.9%
V VISA INC 1.7%
Value ($000) $168,023 Shares 614,881 Est. Cost $65.49 Unrealized +270.6%
ADP AUTOMATIC DATA PROCESSING 1.6%
Value ($000) $163,911 Shares 666,901 Est. Cost $49.38 Unrealized +349.6%
CHD CHURCH & DWIGHT CO 1.4%
Value ($000) $138,447 Shares 1,386,547 Est. Cost $34.73 Unrealized +157.0%
CRM SALESFORCE.COM 1.3%
Value ($000) $132,071 Shares 469,853 Est. Cost $152.35 Unrealized +46.8%
ROP ROPER INDUSTRIES INC 1.3%
Value ($000) $131,223 Shares 244,364 Est. Cost $314.91 Unrealized +61.3%
TTD TRADE DESK INC 1.0%
Value ($000) $97,795 Shares 1,429,117 Est. Cost $59.73 Unrealized +23.0%
NKE NIKE INC CLASS B 0.9%
Value ($000) $91,974 Shares 905,878 Est. Cost $61.49 Unrealized +67.5%
HD HOME DEPOT INC 0.9%
Value ($000) $88,899 Shares 251,866 Est. Cost $124.15 Unrealized +136.6%
PH PARKER-HANNIFIN CORP 0.9%
Value ($000) $88,512 Shares 190,553 Est. Cost $332.17 Unrealized +22.6%
META META PLATFORMS INC CL A 0.9%
Value ($000) $88,485 Shares 226,802 Est. Cost $165.66 Unrealized +95.2%
SBUX STARBUCKS CORP 0.8%
Value ($000) $85,168 Shares 915,486 Est. Cost $37.05 Unrealized +148.8%
LOW LOWES COMPANIES 0.7%
Value ($000) $73,833 Shares 346,895 Est. Cost $109.93 Unrealized +77.1%
IDXX IDEXX LABS 0.7%
Value ($000) $73,038 Shares 141,800 Est. Cost $99.75 Unrealized +370.7%
NVDA NVIDIA CORP 0.7%
Value ($000) $73,035 Shares 118,704 Est. Cost $17.93 Unrealized +158.3%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $69,190 Shares 180,305 Est. Cost $124.57 Unrealized +181.8%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $68,780 Shares 437,700 Est. Cost $64.43 Unrealized +118.3%
ALGN ALIGN TECHNOLOGY INC 0.6%
Value ($000) $63,644 Shares 238,082 Est. Cost $261.44 Unrealized -9.3%
UNP UNION PACIFIC 0.6%
Value ($000) $62,248 Shares 255,186 Est. Cost $93.24 Unrealized +124.4%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.6%
Value ($000) $58,114 Shares 284,593 Est. Cost $114.74 Unrealized +55.3%
REGN REGENERON PHAR 0.6%
Value ($000) $57,930 Shares 61,446 Est. Cost $735.20 Unrealized +11.4%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $53,775 Shares 52,563 Est. Cost $33.41 Unrealized +89.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $52,266 Shares 328,922 Est. Cost $61.01 Unrealized +135.3%
MRK MERCK & CO INC 0.5%
Value ($000) $51,584 Shares 427,090 Est. Cost $57.62 Unrealized +68.0%
VLTO VERALTO CORPORATION 0.5%
Value ($000) $47,775 Shares 622,962 Est. Cost $70.28 Unrealized +4.9%
PM PHILIP MORRIS INTERNATIONAL 0.5%
Value ($000) $46,020 Shares 506,545 Est. Cost $54.70 Unrealized +53.0%
ASML ASM LITHOGRAPHY HLDG N V 0.4%
Value ($000) $41,764 Shares 48,015 Est. Cost $693.95 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $41,646 Shares 247,112 Est. Cost $68.05 Unrealized +125.9%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $41,503 Shares 403,689 Est. Cost $54.09 Unrealized +80.4%
ACN ACCENTURE PLC 0.4%
Value ($000) $39,210 Shares 107,754 Est. Cost $66.65 Unrealized +369.1%
VEEV VEEVA SYSTEMS INC 0.4%
Value ($000) $38,590 Shares 186,055 Est. Cost $172.11 Unrealized +9.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $37,393 Shares 251,790 Est. Cost $53.65 Unrealized +120.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $34,815 Shares 118,937 Est. Cost $73.09 Unrealized +253.9%
HDB HDFC BANK LTD-ADR 0.3%
Value ($000) $34,692 Shares 625,192 Est. Cost $69.04 Unrealized
ADI ANALOG DEVICES CORP 0.3%
Value ($000) $34,424 Shares 178,957 Est. Cost $93.78 Unrealized +83.6%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $28,619 Shares 466,489 Est. Cost $206.89 Unrealized -72.4%
GOOG ALPHABET INC 0.3%
Value ($000) $28,183 Shares 198,752 Est. Cost $107.20 Unrealized +25.6%
AMGN AMGEN INC 0.2%
Value ($000) $22,267 Shares 70,856 Est. Cost $140.42 Unrealized +81.7%
ROST ROSS STORES INC 0.2%
Value ($000) $21,078 Shares 150,259 Est. Cost $41.51 Unrealized +193.3%
CBT CABOT CORP 0.2%
Value ($000) $20,826 Shares 288,852 Est. Cost $28.93 Unrealized +145.9%
MSCI MSCI INC 0.2%
Value ($000) $20,636 Shares 34,473 Est. Cost $168.02 Unrealized +199.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value ($000) $20,634 Shares 43,356 Est. Cost $384.45 Unrealized +14.5%
EW EDWARDS LIFESCIENCE CORP 0.1%
Value ($000) $14,587 Shares 185,891 Est. Cost $73.30 Unrealized -5.1%
WSO WATSCO INC 0.1%
Value ($000) $13,603 Shares 34,791 Est. Cost $209.87 Unrealized +84.6%
ECL ECOLAB INC 0.1%
Value ($000) $11,750 Shares 59,277 Est. Cost $82.07 Unrealized +114.3%
CVX CHEVRON CORP 0.1%
Value ($000) $11,590 Shares 78,614 Est. Cost $81.75 Unrealized +68.6%
DIS WALT DISNEY PRODUCTIONS 0.1%
Value ($000) $10,481 Shares 109,123 Est. Cost $101.72 Unrealized -15.3%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $10,330 Shares 39,592 Est. Cost $56.80 Unrealized +300.2%
ABBV ABBVIE INC 0.1%
Value ($000) $9,737 Shares 59,228 Est. Cost $33.94 Unrealized +299.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $9,073 Shares 99,568 Est. Cost $58.75 Unrealized +28.7%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $8,546 Shares 49,012 Est. Cost $64.04 Unrealized +126.3%
KO COCA-COLA CO 0.1%
Value ($000) $7,090 Shares 119,185 Est. Cost $30.90 Unrealized +72.4%
COP CONOCOPHILLIPS INC 0.1%
Value ($000) $6,984 Shares 62,426 Est. Cost $51.35 Unrealized +113.7%
VTI VANGUARD 0.1%
Value ($000) $6,940 Shares 28,932 Est. Cost $178.15 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $6,289 Shares 74,694 Est. Cost $44.79 Unrealized +60.2%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $6,178 Shares 24,161 Est. Cost $77.64 Unrealized +233.8%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $6,176 Shares 30,534 Est. Cost $123.07 Unrealized +40.0%
HASI HANNON ARMSTRONG SUSTAINABLE 0.1%
Value ($000) $6,135 Shares 257,893 Est. Cost $42.84 Unrealized -55.3%
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $6,112 Shares 24,130 Est. Cost $83.94 Unrealized +221.8%
ZTS ZOETIS INC 0.1%
Value ($000) $5,442 Shares 28,979 Est. Cost $109.64 Unrealized +57.7%
CTAS CINTAS CORP 0.1%
Value ($000) $5,425 Shares 8,974 Est. Cost $10.86 Unrealized +1113.0%
LLY LILLY (ELI) & CO 0.0%
Value ($000) $4,940 Shares 7,652 Est. Cost $281.92 Unrealized +104.0%
STT STATE STREET CORP 0.0%
Value ($000) $4,797 Shares 64,937 Est. Cost $55.15 Unrealized +17.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $4,660 Shares 19,809 Est. Cost $133.78 Unrealized +49.6%
WMT WAL-MART STORES INC 0.0%
Value ($000) $4,587 Shares 27,758 Est. Cost $22.23 Unrealized +132.3%
SPY SPDR 0.0%
Value ($000) $4,500 Shares 9,318 Est. Cost $291.57 Unrealized
DE DEERE & CO 0.0%
Value ($000) $4,184 Shares 10,631 Est. Cost $97.73 Unrealized +273.6%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $4,050 Shares 24,425 Est. Cost $74.35 Unrealized +100.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $3,958 Shares 32,518 Est. Cost $27.65 Unrealized +301.8%
INTC INTEL CORP 0.0%
Value ($000) $3,765 Shares 87,407 Est. Cost $19.73 Unrealized +103.0%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $3,621 Shares 72,169 Est. Cost $21.45 Unrealized +123.7%
IWF ISHARES 0.0%
Value ($000) $3,617 Shares 11,647 Est. Cost $247.27 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $3,572 Shares 19,072 Est. Cost $220.83 Unrealized +7.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3,366 Shares 8,899 Est. Cost $269.14 Unrealized +10.8%
UHS UNIVERSAL HEALTH SERVICES INC 0.0%
Value ($000) $3,169 Shares 19,953 Est. Cost $137.79 Unrealized -3.2%
EL ESTEE LAUDER COMPANIES 0.0%
Value ($000) $3,102 Shares 23,501 Est. Cost $145.16 Unrealized -12.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,901 Shares 49,480 Est. Cost $63.85 Unrealized -16.3%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $2,890 Shares 5 Est. Cost $223583.10 Unrealized +138.8%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $2,769 Shares 56,878 Est. Cost $40.77 Unrealized
MDY SPDR 0.0%
Value ($000) $2,662 Shares 5,339 Est. Cost $381.19 Unrealized
VIG VANGUARD 0.0%
Value ($000) $2,632 Shares 15,260 Est. Cost $116.81 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $2,623 Shares 10,983 Est. Cost $201.06 Unrealized +17.6%
AVGO BROADCOM INC 0.0%
Value ($000) $2,576 Shares 2,183 Est. Cost $40.53 Unrealized +127.6%
SEM SELECT MED HLDGS CORP 0.0%
Value ($000) $2,556 Shares 98,361 Est. Cost $14.81 Unrealized -17.8%
SYY SYSCO CORP 0.0%
Value ($000) $2,457 Shares 30,360 Est. Cost $36.16 Unrealized +79.5%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $2,372 Shares 22,481 Est. Cost $56.77 Unrealized
NVO NOVO-NORDISK A/S ADR 0.0%
Value ($000) $2,345 Shares 20,436 Est. Cost $83.90 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $2,303 Shares 11,900 Est. Cost $142.49 Unrealized +24.7%
CMI CUMMINS INC 0.0%
Value ($000) $2,279 Shares 9,525 Est. Cost $83.64 Unrealized +159.2%
QQQ INVESCO 0.0%
Value ($000) $2,262 Shares 5,425 Est. Cost $192.91 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $2,219 Shares 12,083 Est. Cost $114.35 Unrealized +23.7%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $2,176 Shares 19,142 Est. Cost $296.10 Unrealized -62.9%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $2,172 Shares 11,527 Est. Cost $168.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $2,144 Shares 4,190 Est. Cost $320.68 Unrealized +59.4%
MS MORGAN STANLEY 0.0%
Value ($000) $2,093 Shares 23,997 Est. Cost $47.68 Unrealized +56.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2,056 Shares 33,264 Est. Cost $29.27 Unrealized -0.9%
PFE PFIZER 0.0%
Value ($000) $2,013 Shares 74,352 Est. Cost $23.11 Unrealized +14.3%
MKC MCCORMICK & COMPANY 0.0%
Value ($000) $1,934 Shares 28,378 Est. Cost $62.97 Unrealized -1.6%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $1,912 Shares 9,184 Est. Cost $173.95 Unrealized +18.0%
VOO VANGUARD 0.0%
Value ($000) $1,838 Shares 4,141 Est. Cost $435.41 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $1,809 Shares 13,662 Est. Cost $62.73 Unrealized +45.8%
CB CHUBB LTD 0.0%
Value ($000) $1,781 Shares 7,270 Est. Cost $123.62 Unrealized +72.9%
DOW DOW INC 0.0%
Value ($000) $1,731 Shares 32,300 Est. Cost $45.47 Unrealized -1.8%
IVV ISHARES 0.0%
Value ($000) $1,710 Shares 3,525 Est. Cost $323.88 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1,611 Shares 32,961 Est. Cost $45.22 Unrealized +4.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $1,598 Shares 6,479 Est. Cost $223.18 Unrealized +10.1%
IWD ISHARES 0.0%
Value ($000) $1,574 Shares 9,519 Est. Cost $158.52 Unrealized
TPL TEXAS 0.0%
Value ($000) $1,529 Shares 1,046 Est. Cost $155.33 Unrealized +19.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,500 Shares 3,345 Est. Cost $269.29 Unrealized +44.2%
LIN LINDE PLC 0.0%
Value ($000) $1,478 Shares 3,652 Est. Cost $322.30 Unrealized +19.0%
IWO ISHARES 0.0%
Value ($000) $1,471 Shares 6,021 Est. Cost $281.34 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1,448 Shares 7,400 Est. Cost $196.57 Unrealized -14.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,437 Shares 3,346 Est. Cost $409.11 Unrealized +2.0%
FTV FORTIVE CORP 0.0%
Value ($000) $1,373 Shares 17,556 Est. Cost $35.35 Unrealized +47.8%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $1,340 Shares 39,387 Est. Cost $21.78 Unrealized +26.8%
TKR TIMKEN CO 0.0%
Value ($000) $1,311 Shares 16,000 Est. Cost $39.61 Unrealized +85.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,305 Shares 17,332 Est. Cost $32.46 Unrealized +98.1%
CTVA CORTEVA INC 0.0%
Value ($000) $1,302 Shares 28,633 Est. Cost $40.69 Unrealized +14.4%
IWN ISHARES 0.0%
Value ($000) $1,297 Shares 8,758 Est. Cost $148.36 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,275 Shares 745 Est. Cost $686.89 Unrealized +106.3%
TGT TARGET CORP 0.0%
Value ($000) $1,250 Shares 8,988 Est. Cost $55.41 Unrealized +104.0%
VEA VANGUARD 0.0%
Value ($000) $1,200 Shares 25,322 Est. Cost $48.33 Unrealized
VMI VALMONT INDUSTRIES INC 0.0%
Value ($000) $1,189 Shares 5,270 Est. Cost $155.49 Unrealized +41.4%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1,174 Shares 18,658 Est. Cost $60.38 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1,154 Shares 5,747 Est. Cost $72.47 Unrealized +116.6%
CMCSA COMCAST CORP 0.0%
Value ($000) $1,139 Shares 24,483 Est. Cost $29.17 Unrealized +37.4%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $1,116 Shares 9,000 Est. Cost $127.29 Unrealized -5.7%
BA BOEING CO 0.0%
Value ($000) $1,078 Shares 5,110 Est. Cost $163.91 Unrealized +30.5%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,077 Shares 16,599 Est. Cost $34.47 Unrealized +72.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,077 Shares 307 Est. Cost $2054.75 Unrealized +49.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,072 Shares 14,421 Est. Cost $59.10 Unrealized +10.7%
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $1,009 Shares 6,994 Est. Cost $116.08 Unrealized
AMD ADVANCE MICRO DEVICES 0.0%
Value ($000) $990 Shares 5,902 Est. Cost $115.30 Unrealized +2.2%
ENPH ENPHASE ENERGY 0.0%
Value ($000) $963 Shares 9,245 Est. Cost $137.23 Unrealized -22.7%
VTV VANGUARD 0.0%
Value ($000) $948 Shares 6,287 Est. Cost $141.05 Unrealized
VEU VANGUARD 0.0%
Value ($000) $913 Shares 16,534 Est. Cost $51.57 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $897 Shares 2,288 Est. Cost $170.82 Unrealized +100.1%
NFLX NETFLIX INC 0.0%
Value ($000) $894 Shares 1,585 Est. Cost $31.93 Unrealized +36.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $893 Shares 25,153 Est. Cost $22.69 Unrealized +29.6%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $878 Shares 15,984 Est. Cost $33.28 Unrealized +63.5%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $870 Shares 361 Est. Cost $24.68 Unrealized +68.6%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $865 Shares 2,045 Est. Cost $174.06 Unrealized +129.7%
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $861 Shares 4,441 Est. Cost $86.23 Unrealized +116.8%
MTD METTLER TOLEDO INTL 0.0%
Value ($000) $856 Shares 715 Est. Cost $777.01 Unrealized +39.2%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $851 Shares 3,703 Est. Cost $212.65 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $843 Shares 9,195 Est. Cost $50.75 Unrealized +73.6%
FANG DIAMONDBACK 0.0%
Value ($000) $811 Shares 5,275 Est. Cost $68.56 Unrealized +110.4%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $808 Shares 7,811 Est. Cost $72.91 Unrealized
VUG VANGUARD 0.0%
Value ($000) $790 Shares 2,486 Est. Cost $283.12 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $767 Shares 11,235 Est. Cost $12.49 Unrealized +129.7%
IVE ISHARES 0.0%
Value ($000) $760 Shares 4,359 Est. Cost $139.79 Unrealized
POOL POOL CORP 0.0%
Value ($000) $752 Shares 2,025 Est. Cost $92.33 Unrealized +268.3%
IWM ISHARES 0.0%
Value ($000) $751 Shares 3,892 Est. Cost $158.78 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $740 Shares 4,510 Est. Cost $148.05 Unrealized +16.1%
SPG SIMON PROPERTIES GROUP (NEW) 0.0%
Value ($000) $732 Shares 5,279 Est. Cost $97.52 Unrealized +11.1%
MCK MCKESSON CORP 0.0%
Value ($000) $724 Shares 1,449 Est. Cost $131.69 Unrealized +241.9%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $721 Shares 5,540 Est. Cost $119.97 Unrealized -2.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $713 Shares 2,341 Est. Cost $245.65 Unrealized +7.5%
IJR ISHARES 0.0%
Value ($000) $709 Shares 6,816 Est. Cost $87.77 Unrealized
STZ CONSTELLATION BRANDS CL A 0.0%
Value ($000) $700 Shares 2,855 Est. Cost $192.06 Unrealized +18.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $696 Shares 2,055 Est. Cost $75.06 Unrealized +78.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $675 Shares 4,218 Est. Cost $142.18 Unrealized +2.3%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $674 Shares 4,750 Est. Cost $115.31 Unrealized +16.4%
GILD GILEAD SCIENCES 0.0%
Value ($000) $672 Shares 8,586 Est. Cost $62.84 Unrealized +14.9%
EQIX EQUINIX INC 0.0%
Value ($000) $658 Shares 793 Est. Cost $594.10 Unrealized +23.5%
GLW CORNING INC 0.0%
Value ($000) $639 Shares 19,678 Est. Cost $13.58 Unrealized +99.7%
WPC W P CAREY INC 0.0%
Value ($000) $620 Shares 10,000 Est. Cost $67.17 Unrealized
DCI DONALDSON CO INC 0.0%
Value ($000) $616 Shares 9,533 Est. Cost $35.17 Unrealized +67.1%
ESGV VANGUARD 0.0%
Value ($000) $599 Shares 6,950 Est. Cost $70.82 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $590 Shares 3,942 Est. Cost $54.66 Unrealized +150.1%
CCJ CAMECO CORP 0.0%
Value ($000) $556 Shares 11,650 Est. Cost $37.94 Unrealized +9.7%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $549 Shares 1,094 Est. Cost $386.37 Unrealized +9.2%
ADSK AUTODESK INC 0.0%
Value ($000) $546 Shares 2,153 Est. Cost $227.21 Unrealized -5.0%
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.0%
Value ($000) $523 Shares 56,643 Est. Cost $13.11 Unrealized -40.9%
PSX PHILLIPS 66 0.0%
Value ($000) $512 Shares 3,549 Est. Cost $74.55 Unrealized +49.0%
RSP INVESCO 0.0%
Value ($000) $505 Shares 3,226 Est. Cost $149.64 Unrealized
IVW ISHARES 0.0%
Value ($000) $504 Shares 6,520 Est. Cost $66.19 Unrealized
WPM WHEATON 0.0%
Value ($000) $497 Shares 10,612 Est. Cost $46.33 Unrealized -4.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $496 Shares 1,111 Est. Cost $296.62 Unrealized +52.4%
SNPS SYNOPSYS INC 0.0%
Value ($000) $485 Shares 910 Est. Cost $166.08 Unrealized +207.9%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $483 Shares 2,152 Est. Cost $26.78 Unrealized +47.1%
EFA ISHARES 0.0%
Value ($000) $466 Shares 6,213 Est. Cost $72.15 Unrealized
XLK SPDR 0.0%
Value ($000) $465 Shares 2,354 Est. Cost $42.73 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $465 Shares 7,765 Est. Cost $50.17 Unrealized +10.6%
IJK ISHARES 0.0%
Value ($000) $459 Shares 5,814 Est. Cost $71.86 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $453 Shares 5,375 Est. Cost $40.05 Unrealized +92.2%
RIO RIO TINTO PLC 0.0%
Value ($000) $452 Shares 6,528 Est. Cost $63.98 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $448 Shares 7,325 Est. Cost $59.67 Unrealized
DIA SPDR 0.0%
Value ($000) $440 Shares 1,155 Est. Cost $173.70 Unrealized
CI CIGNA CORPORATION 0.0%
Value ($000) $439 Shares 1,458 Est. Cost $196.69 Unrealized +42.7%
VO VANGUARD 0.0%
Value ($000) $435 Shares 1,900 Est. Cost $210.92 Unrealized
VTIP VANGUARD 0.0%
Value ($000) $434 Shares 9,085 Est. Cost $47.28 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $430 Shares 10,708 Est. Cost $22.79 Unrealized +52.8%
BCPC BALCHEM CORP 0.0%
Value ($000) $425 Shares 3,030 Est. Cost $41.81 Unrealized +200.7%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $422 Shares 2,794 Est. Cost $98.47 Unrealized +21.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $411 Shares 16,512 Est. Cost $21.56 Unrealized +15.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $407 Shares 3,362 Est. Cost $93.18 Unrealized +19.4%
APH AMPHENOL CORP 0.0%
Value ($000) $402 Shares 3,980 Est. Cost $30.65 Unrealized +41.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $394 Shares 2,444 Est. Cost $137.17 Unrealized +4.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $390 Shares 2,665 Est. Cost $39.31 Unrealized +289.0%
XYL XYLEM INC 0.0%
Value ($000) $382 Shares 3,396 Est. Cost $71.90 Unrealized +35.4%
VZ VERIZON 0.0%
Value ($000) $380 Shares 8,964 Est. Cost $38.81 Unrealized -20.1%
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $374 Shares 6,116 Est. Cost $59.93 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $372 Shares 10,586 Est. Cost $38.51 Unrealized
BLACKROCK INC 0.0%
Value ($000) $343 Shares 443 Est. Cost $568.00 Unrealized
DBJP XTRACKERS 0.0%
Value ($000) $343 Shares 5,105 Est. Cost $45.84 Unrealized
IJH ISHARES 0.0%
Value ($000) $343 Shares 1,258 Est. Cost $213.35 Unrealized
WFC WELLS FARGO & CO (NEW) 0.0%
Value ($000) $333 Shares 6,636 Est. Cost $31.83 Unrealized +28.9%
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value ($000) $329 Shares 1,905 Est. Cost $27.94 Unrealized +509.6%
HPQ HP INC 0.0%
Value ($000) $329 Shares 11,457 Est. Cost $11.27 Unrealized +128.5%
RDVY FIRST TR 0.0%
Value ($000) $320 Shares 6,240 Est. Cost $45.65 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $319 Shares 1,063 Est. Cost $167.81 Unrealized +49.7%
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $318 Shares 3,953 Est. Cost $77.51 Unrealized -6.9%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $316 Shares 5,778 Est. Cost $19.08 Unrealized +170.2%
VONV VANGUARD 0.0%
Value ($000) $316 Shares 4,351 Est. Cost $70.29 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $312 Shares 13,811 Est. Cost $75.75 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $309 Shares 2,172 Est. Cost $109.47 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $305 Shares 5,300 Est. Cost $27.59 Unrealized +112.4%
VONG VANGUARD 0.0%
Value ($000) $304 Shares 3,808 Est. Cost $67.96 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $294 Shares 9,925 Est. Cost $81.61 Unrealized
SLV ISHARES 0.0%
Value ($000) $293 Shares 14,000 Est. Cost $20.89 Unrealized
CRBN ISHARES 0.0%
Value ($000) $291 Shares 1,750 Est. Cost $150.75 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $287 Shares 24,462 Est. Cost $11.87 Unrealized -18.9%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $284 Shares 1,592 Est. Cost $93.24 Unrealized +53.7%
KNSL KINSALE CAP GROUP 0.0%
Value ($000) $278 Shares 700 Est. Cost $163.70 Unrealized +125.9%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $276 Shares 2,050 Est. Cost $93.17 Unrealized +14.7%
YUM YUM! BRANDS 0.0%
Value ($000) $274 Shares 2,119 Est. Cost $87.09 Unrealized +37.5%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $273 Shares 1,661 Est. Cost $70.28 Unrealized +105.1%
COKE COCA COLA BOTTLING 0.0%
Value ($000) $269 Shares 312 Est. Cost $33.72 Unrealized +108.0%
MTCH MATCH GROUP INC 0.0%
Value ($000) $269 Shares 7,000 Est. Cost $105.55 Unrealized -68.7%
BTU PEABODY ENERGY 0.0%
Value ($000) $267 Shares 10,000 Est. Cost $21.34 Unrealized +9.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $258 Shares 1,240 Est. Cost $197.52 Unrealized -8.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $258 Shares 5,300 Est. Cost $41.97 Unrealized +22.0%
IWS ISHARES 0.0%
Value ($000) $258 Shares 2,259 Est. Cost $90.59 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $258 Shares 522 Est. Cost $446.78 Unrealized -0.0%
VB VANGUARD 0.0%
Value ($000) $253 Shares 1,217 Est. Cost $161.57 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $250 Shares 1,348 Est. Cost $121.54 Unrealized +33.7%
DXCM DEXCOM INC 0.0%
Value ($000) $248 Shares 2,043 Est. Cost $93.00 Unrealized +9.8%
ORCL ORACLE CORP COM 0.0%
Value ($000) $247 Shares 2,208 Est. Cost $89.42 Unrealized +19.3%
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $246 Shares 8,162 Est. Cost $27.18 Unrealized -8.4%
BSM BLACK STONE MINERALS LP 0.0%
Value ($000) $246 Shares 15,000 Est. Cost $15.20 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $245 Shares 2,769 Est. Cost $48.64 Unrealized +64.9%
VRTX VERTEX PHARMACEUTICALS 0.0%
Value ($000) $237 Shares 547 Est. Cost $244.49 Unrealized +51.1%
ARISTA NETWORKS INC 0.0%
Value ($000) $235 Shares 907 Est. Cost $139.40 Unrealized
IJJ ISHARES 0.0%
Value ($000) $232 Shares 2,105 Est. Cost $87.24 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value ($000) $228 Shares 2,175 Est. Cost $53.99 Unrealized
VGSH VANGUARD 0.0%
Value ($000) $227 Shares 3,872 Est. Cost $57.55 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $225 Shares 2,642 Est. Cost $62.97 Unrealized +22.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $221 Shares 4,500 Est. Cost $42.03 Unrealized +14.1%
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $221 Shares 6,473 Est. Cost $27.30 Unrealized +5.1%
CSX CSX CORP 0.0%
Value ($000) $219 Shares 6,134 Est. Cost $30.46 Unrealized +1.3%
SO SOUTHERN CO 0.0%
Value ($000) $216 Shares 3,101 Est. Cost $52.34 Unrealized +21.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $214 Shares 2,350 Est. Cost $70.59 Unrealized +17.6%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $213 Shares 2,910 Est. Cost $79.45 Unrealized -12.2%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $213 Shares 1,968 Est. Cost $146.13 Unrealized -18.4%
ESGU ISHARES 0.0%
Value ($000) $207 Shares 1,952 Est. Cost $97.46 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $206 Shares 10,000 Est. Cost $12.85 Unrealized +70.4%
ANSYS INC 0.0%
Value ($000) $206 Shares 627 Est. Cost $297.85 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $203 Shares 14,500 Est. Cost $28.16 Unrealized -41.4%
IWV ISHARES 0.0%
Value ($000) $200 Shares 725 Est. Cost $256.40 Unrealized
MNRO MONRO MUFFLER & BRAKE INC 0.0%
Value ($000) $199 Shares 6,250 Est. Cost $44.03 Unrealized -36.1%
OKE ONEOK INC (NEW) 0.0%
Value ($000) $199 Shares 2,915 Est. Cost $51.21 Unrealized +17.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $197 Shares 180 Est. Cost $626.82 Unrealized +28.1%
PODD INSULET CORP 0.0%
Value ($000) $197 Shares 1,030 Est. Cost $36.79 Unrealized +366.3%
BSV VANGUARD 0.0%
Value ($000) $193 Shares 2,500 Est. Cost $76.77 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $189 Shares 6,000 Est. Cost $29.22 Unrealized 0.0%
ISHARES 0.0%
Value ($000) $186 Shares 7,500 Est. Cost $24.53 Unrealized
BX THE BLACKSTONE GROUP INC 0.0%
Value ($000) $180 Shares 1,450 Est. Cost $95.50 Unrealized +6.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $179 Shares 395 Est. Cost $341.13 Unrealized +26.7%
DGRW WISDOM TREE 0.0%
Value ($000) $178 Shares 2,500 Est. Cost $59.71 Unrealized
GUNR FLEXSHARES 0.0%
Value ($000) $170 Shares 4,429 Est. Cost $39.68 Unrealized
IMCB ISHARES 0.0%
Value ($000) $170 Shares 2,556 Est. Cost $63.29 Unrealized
ASGN ASGN INC 0.0%
Value ($000) $169 Shares 1,822 Est. Cost $102.18 Unrealized -14.5%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $166 Shares 5,000 Est. Cost $19.09 Unrealized +58.9%
MTUS TIMKENSTEEL CORP 0.0%
Value ($000) $164 Shares 8,000 Est. Cost $13.51 Unrealized +55.2%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $161 Shares 2,065 Est. Cost $81.51 Unrealized -12.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $161 Shares 3,835 Est. Cost $24.68 Unrealized +71.8%
MTB M & T BANK CORP 0.0%
Value ($000) $160 Shares 1,155 Est. Cost $138.92 Unrealized -15.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $157 Shares 593 Est. Cost $173.70 Unrealized +34.9%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $154 Shares 970 Est. Cost $122.26 Unrealized +15.6%
TEAM ATLASSIAN CORP CLASS A 0.0%
Value ($000) $153 Shares 612 Est. Cost $160.33 Unrealized +22.5%
SPMD SPDR 0.0%
Value ($000) $152 Shares 3,184 Est. Cost $42.71 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $152 Shares 500 Est. Cost $197.21 Unrealized +23.2%
MDB MONGODB INC 0.0%
Value ($000) $152 Shares 380 Est. Cost $309.26 Unrealized +22.7%
ISHARES 0.0%
Value ($000) $150 Shares 6,000 Est. Cost $24.73 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $148 Shares 1,370 Est. Cost $129.89 Unrealized -30.1%
TRV THE TRAVELERS COMPANIES 0.0%
Value ($000) $148 Shares 700 Est. Cost $145.57 Unrealized +14.5%
IJT ISHARES 0.0%
Value ($000) $146 Shares 1,200 Est. Cost $132.67 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $145 Shares 1,452 Est. Cost $57.58 Unrealized +67.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $144 Shares 3,155 Est. Cost $47.14 Unrealized -14.8%
ADAMS NATURAL RESOURCES FUND INC 0.0%
Value ($000) $144 Shares 7,023 Est. Cost $16.54 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $141 Shares 4,740 Est. Cost $53.40 Unrealized -52.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $141 Shares 1,755 Est. Cost $61.34 Unrealized +4.1%
DBEU XTRACKERS 0.0%
Value ($000) $138 Shares 3,600 Est. Cost $34.17 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $137 Shares 1,566 Est. Cost $99.45 Unrealized -28.2%
RRC RANGE RES CORP 0.0%
Value ($000) $136 Shares 4,680 Est. Cost $12.55 Unrealized +161.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $135 Shares 2,000 Est. Cost $47.96 Unrealized +11.8%
VCR VANGUARD 0.0%
Value ($000) $135 Shares 462 Est. Cost $141.50 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $134 Shares 8,508 Est. Cost $13.98 Unrealized
CHRW CH ROBINSON WORLDWIDE INC 0.0%
Value ($000) $132 Shares 1,570 Est. Cost $87.20 Unrealized -8.9%
IEFA ISHARES 0.0%
Value ($000) $131 Shares 1,877 Est. Cost $67.49 Unrealized
WY WEYERHAEUSER 0.0%
Value ($000) $131 Shares 4,000 Est. Cost $31.03 Unrealized -6.1%
BROOKLINE BANCORP INC 0.0%
Value ($000) $130 Shares 11,979 Est. Cost $10.49 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $127 Shares 525 Est. Cost $204.32 Unrealized +18.6%
XLE SPDR 0.0%
Value ($000) $125 Shares 1,500 Est. Cost $68.14 Unrealized
ALL ALLSTATE INSURANCE 0.0%
Value ($000) $124 Shares 800 Est. Cost $115.64 Unrealized +7.9%
ABM ABM INDUSTRIES INC 0.0%
Value ($000) $122 Shares 3,000 Est. Cost $32.91 Unrealized +22.4%
SHM SPDR 0.0%
Value ($000) $119 Shares 2,500 Est. Cost $48.79 Unrealized
USB US BANCORP 0.0%
Value ($000) $119 Shares 2,867 Est. Cost $32.55 Unrealized +1.7%
WH WYNDHAM 0.0%
Value ($000) $117 Shares 1,500 Est. Cost $73.86 Unrealized +1.8%
IWP ISHARES 0.0%
Value ($000) $117 Shares 1,122 Est. Cost $102.48 Unrealized
COR CENCORA INC 0.0%
Value ($000) $116 Shares 500 Est. Cost $112.82 Unrealized +70.0%
NTES NETEASE INC SPONSORED ADR 0.0%
Value ($000) $116 Shares 1,190 Est. Cost $119.94 Unrealized
AGG ISHARES 0.0%
Value ($000) $116 Shares 1,172 Est. Cost $98.92 Unrealized
SAM BOSTON BEER COMPANY 0.0%
Value ($000) $115 Shares 328 Est. Cost $236.77 Unrealized +48.1%
ITOT ISHARES 0.0%
Value ($000) $113 Shares 1,061 Est. Cost $91.79 Unrealized
EVERBRIDGE INC 0.0%
Value ($000) $112 Shares 5,000 Est. Cost $41.13 Unrealized
EML EASTERN CO 0.0%
Value ($000) $111 Shares 4,500 Est. Cost $27.18 Unrealized -34.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $108 Shares 21,265 Est. Cost $3.95 Unrealized
TOTAL FINA ELF S A ADR 0.0%
Value ($000) $108 Shares 1,655 Est. Cost $49.09 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $106 Shares 1,510 Est. Cost $180.92 Unrealized -65.5%
HIG HARTFORD FINANCIAL SVCS GROUP 0.0%
Value ($000) $106 Shares 1,216 Est. Cost $60.31 Unrealized +20.2%
ETN EATON CORP 0.0%
Value ($000) $105 Shares 428 Est. Cost $207.89 Unrealized +3.7%
IWR ISHARES 0.0%
Value ($000) $104 Shares 1,357 Est. Cost $76.33 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $104 Shares 1,300 Est. Cost $64.24 Unrealized +7.6%
PRGS PROGRESS SOFTWARE 0.0%
Value ($000) $102 Shares 1,800 Est. Cost $45.01 Unrealized +17.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $102 Shares 6,671 Est. Cost $39.22 Unrealized -52.1%
VRSN VERISIGN 0.0%
Value ($000) $99 Shares 500 Est. Cost $215.84 Unrealized -4.4%
TRP TC ENERGY CORPORATION 0.0%
Value ($000) $97 Shares 2,455 Est. Cost $38.13 Unrealized -13.5%
TSM TAIWAN SEMICONDUCTER ADR 0.0%
Value ($000) $96 Shares 847 Est. Cost $95.80 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $96 Shares 500 Est. Cost $318.32 Unrealized -53.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $95 Shares 1,055 Est. Cost $70.25 Unrealized +4.2%
GSK GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $95 Shares 2,409 Est. Cost $35.64 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $95 Shares 1,004 Est. Cost $73.16 Unrealized +3.2%
LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $92 Shares 3,040 Est. Cost $25.64 Unrealized
MOS MOSAIC CO 0.0%
Value ($000) $92 Shares 3,000 Est. Cost $30.61 Unrealized +8.1%
EBAY EBAY INC 0.0%
Value ($000) $92 Shares 2,237 Est. Cost $57.72 Unrealized -31.0%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $92 Shares 2,666 Est. Cost $26.41 Unrealized +10.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $90 Shares 630 Est. Cost $240.24 Unrealized -52.0%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $90 Shares 1,595 Est. Cost $62.89 Unrealized -11.2%
GWW GRAINGER (WW) INC 0.0%
Value ($000) $90 Shares 100 Est. Cost $673.02 Unrealized +12.4%
IEI ISHARES 0.0%
Value ($000) $89 Shares 758 Est. Cost $115.26 Unrealized
VWO VANGUARD 0.0%
Value ($000) $89 Shares 2,245 Est. Cost $43.74 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $87 Shares 2,000 Est. Cost $39.17 Unrealized -3.3%
VNT VONTIER CORP INC 0.0%
Value ($000) $86 Shares 2,475 Est. Cost $30.98 Unrealized +5.0%
UBCP UNITED BANCORP INC 0.0%
Value ($000) $83 Shares 6,917 Est. Cost $7.12 Unrealized +55.1%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $83 Shares 5,397 Est. Cost $7.52 Unrealized +104.1%
IXUS ISHARES 0.0%
Value ($000) $79 Shares 1,233 Est. Cost $60.51 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $78 Shares 1,233 Est. Cost $42.62 Unrealized +25.2%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $78 Shares 300 Est. Cost $191.74 Unrealized +16.0%
GS GOLDMAN SACHS 0.0%
Value ($000) $77 Shares 200 Est. Cost $317.63 Unrealized +0.0%
LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $76 Shares 2,508 Est. Cost $25.75 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $75 Shares 950 Est. Cost $54.06 Unrealized +23.8%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $74 Shares 680 Est. Cost $111.35 Unrealized -19.4%
CAR AVIS BUDGET GROUP INC 0.0%
Value ($000) $74 Shares 450 Est. Cost $78.76 Unrealized +121.9%
MTN VAIL RESORTS INC 0.0%
Value ($000) $71 Shares 321 Est. Cost $108.47 Unrealized +102.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $71 Shares 1,931 Est. Cost $31.76 Unrealized +4.4%
TIP ISHARES 0.0%
Value ($000) $71 Shares 656 Est. Cost $116.17 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $67 Shares 1,300 Est. Cost $52.82 Unrealized -6.8%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $67 Shares 2,500 Est. Cost $24.17 Unrealized
CRSP CRISPR THERAPEUTICS 0.0%
Value ($000) $65 Shares 1,035 Est. Cost $60.30 Unrealized -8.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $65 Shares 493 Est. Cost $78.69 Unrealized +35.7%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $63 Shares 600 Est. Cost $81.95 Unrealized +5.7%
HUM HUMANA INC 0.0%
Value ($000) $62 Shares 165 Est. Cost $436.73 Unrealized +9.9%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $62 Shares 2,253 Est. Cost $51.87 Unrealized -59.0%
T AT&T INC 0.0%
Value ($000) $62 Shares 3,495 Est. Cost $15.06 Unrealized -5.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $61 Shares 1,100 Est. Cost $43.85 Unrealized -0.4%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $61 Shares 1,500 Est. Cost $52.78 Unrealized -37.3%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $60 Shares 500 Est. Cost $110.08 Unrealized +11.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $59 Shares 569 Est. Cost $156.58 Unrealized -41.9%
SRE SEMPRA ENERGY 0.0%
Value ($000) $57 Shares 800 Est. Cost $66.63 Unrealized +0.2%
SEIC SEI CORP 0.0%
Value ($000) $57 Shares 900 Est. Cost $58.40 Unrealized -3.2%
LABORATORY CORP OF AMERICA HLDGS 0.0%
Value ($000) $56 Shares 250 Est. Cost $271.20 Unrealized
CAMBRIDGE BANCORP 0.0%
Value ($000) $55 Shares 805 Est. Cost $74.91 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $54 Shares 686 Est. Cost $150.65 Unrealized -47.8%
MTRN MATERION CORP 0.0%
Value ($000) $53 Shares 457 Est. Cost $74.12 Unrealized +48.0%
ATR APTARGROUP INC 0.0%
Value ($000) $52 Shares 400 Est. Cost $112.07 Unrealized +9.0%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $51 Shares 1,485 Est. Cost $40.30 Unrealized -8.7%
VTRS VIATRIS INC 0.0%
Value ($000) $50 Shares 4,243 Est. Cost $11.40 Unrealized -23.8%
MRNA MODERNA INC 0.0%
Value ($000) $50 Shares 490 Est. Cost $127.08 Unrealized -33.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $49 Shares 400 Est. Cost $81.35 Unrealized +41.5%
VNLA JANUS HENDERSON SHORT DURATION 0.0%
Value ($000) $49 Shares 1,004 Est. Cost $49.57 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $49 Shares 350 Est. Cost $101.31 Unrealized +17.8%
AME AMETEK INC NEW 0.0%
Value ($000) $49 Shares 300 Est. Cost $129.89 Unrealized +15.7%
TM TOYOTA MOTOR CORP SPONS ADR 0.0%
Value ($000) $48 Shares 240 Est. Cost $186.55 Unrealized
IBDR ISHARES 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $23.96 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $48 Shares 850 Est. Cost $44.87 Unrealized -7.9%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $48 Shares 360 Est. Cost $188.96 Unrealized -38.6%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $47 Shares 1,225 Est. Cost $75.68 Unrealized -55.6%
LKQ LKQ CORP 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $43.71 Unrealized 0.0%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $46 Shares 2,301 Est. Cost $17.51 Unrealized -2.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $45 Shares 1,218 Est. Cost $33.49 Unrealized -9.3%
DVY ISHARES 0.0%
Value ($000) $44 Shares 384 Est. Cost $118.89 Unrealized
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $44 Shares 2,093 Est. Cost $9.07 Unrealized 0.0%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $44 Shares 718 Est. Cost $70.54 Unrealized -15.0%
OZK BANK OZK 0.0%
Value ($000) $42 Shares 930 Est. Cost $35.29 Unrealized +7.2%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $41 Shares 1,186 Est. Cost $63.78 Unrealized -27.0%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $40 Shares 1,135 Est. Cost $13.77 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $40 Shares 350 Est. Cost $100.83 Unrealized +12.1%
THG HANOVER INSURANCE GROUP 0.0%
Value ($000) $40 Shares 300 Est. Cost $122.79 Unrealized -8.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $39 Shares 725 Est. Cost $63.14 Unrealized -17.6%
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value ($000) $39 Shares 3,005 Est. Cost $25.63 Unrealized -64.1%
KAI KADANT INC 0.0%
Value ($000) $37 Shares 130 Est. Cost $171.97 Unrealized +44.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $37 Shares 288 Est. Cost $121.64 Unrealized +3.8%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $36 Shares 666 Est. Cost $54.90 Unrealized -15.3%
VSTM VERASTEM INC 0.0%
Value ($000) $35 Shares 2,949 Est. Cost $6.94 Unrealized +3.5%
ASHR XTRACKERS 0.0%
Value ($000) $34 Shares 1,527 Est. Cost $26.85 Unrealized
FWONK LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $33 Shares 498 Est. Cost $65.69 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $33 Shares 1,999 Est. Cost $26.93 Unrealized -54.2%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $33 Shares 850 Est. Cost $81.04 Unrealized -54.4%
SCCO SOUTHERN COPPER 0.0%
Value ($000) $33 Shares 400 Est. Cost $48.08 Unrealized +40.1%
CRWD CROWDSTRIKE HOLDINGS INC CLASS A 0.0%
Value ($000) $32 Shares 110 Est. Cost $169.62 Unrealized +23.5%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.0%
Value ($000) $30 Shares 233 Est. Cost $89.88 Unrealized +32.8%
DSI ISHARES 0.0%
Value ($000) $29 Shares 318 Est. Cost $92.73 Unrealized
SONY SONY CORP 0.0%
Value ($000) $29 Shares 300 Est. Cost $97.45 Unrealized
AMLX AMYLYX PHARMACEUTICALS INC 0.0%
Value ($000) $29 Shares 1,803 Est. Cost $27.01 Unrealized -43.3%
TTEK TETRA TECH INC 0.0%
Value ($000) $28 Shares 180 Est. Cost $29.41 Unrealized +8.6%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $28 Shares 190 Est. Cost $116.67 Unrealized -0.8%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $228.51 Unrealized +6.3%
LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $28 Shares 767 Est. Cost $32.69 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $28 Shares 167 Est. Cost $141.98 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 415 Est. Cost $192.08 Unrealized -52.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $27 Shares 2,709 Est. Cost $12.98 Unrealized -16.8%
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $26 Shares 3,184 Est. Cost $22.42 Unrealized -69.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $26 Shares 160 Est. Cost $124.20 Unrealized +20.1%
UNB UNION BANKSHARES INC 0.0%
Value ($000) $26 Shares 875 Est. Cost $24.76 Unrealized +10.5%
NTAP NETAPP INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $60.52 Unrealized +27.3%
WAB WABTEC CORP 0.0%
Value ($000) $25 Shares 191 Est. Cost $87.97 Unrealized +26.9%
KR KROGER CO 0.0%
Value ($000) $25 Shares 537 Est. Cost $34.11 Unrealized +24.3%
UGI UGI CORP NEW 0.0%
Value ($000) $24 Shares 1,102 Est. Cost $44.99 Unrealized -51.0%
LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $24 Shares 642 Est. Cost $33.33 Unrealized
SPOT SPOTIFY TECH 0.0%
Value ($000) $24 Shares 110 Est. Cost $252.59 Unrealized -30.9%
VTR VENTAS INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $47.45 Unrealized -12.0%
HLN HALEON PLC 0.0%
Value ($000) $22 Shares 2,725 Est. Cost $8.38 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $22 Shares 315 Est. Cost $76.18 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $22 Shares 1,750 Est. Cost $13.03 Unrealized -23.4%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $22 Shares 80 Est. Cost $468.62 Unrealized -45.8%
SHOCKWAVE MEDICAL 0.0%
Value ($000) $21 Shares 95 Est. Cost $226.25 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $21 Shares 318 Est. Cost $60.08 Unrealized
BABA ALIBABA GROUP 0.0%
Value ($000) $21 Shares 292 Est. Cost $154.78 Unrealized
BIDU BAIDU.COM SPON ADR 0.0%
Value ($000) $21 Shares 200 Est. Cost $198.11 Unrealized
KD KYNDRYL HOLDINGS INCORPORATION 0.0%
Value ($000) $21 Shares 1,013 Est. Cost $20.98 Unrealized -18.6%
IBB ISHARES 0.0%
Value ($000) $20 Shares 150 Est. Cost $156.56 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $20 Shares 256 Est. Cost $146.53 Unrealized -46.4%
CSL CARLISLE COS INC 0.0%
Value ($000) $19 Shares 62 Est. Cost $176.54 Unrealized +52.2%
BNTX BIONTECH SE ADR 0.0%
Value ($000) $18 Shares 190 Est. Cost $92.49 Unrealized
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value ($000) $18 Shares 926 Est. Cost $41.41 Unrealized
EEM ISHARES 0.0%
Value ($000) $17 Shares 450 Est. Cost $55.18 Unrealized
AAXJ ISHARES 0.0%
Value ($000) $17 Shares 273 Est. Cost $93.63 Unrealized
EGP EASTGROUP PROPERTIES INC 0.0%
Value ($000) $17 Shares 94 Est. Cost $165.32 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 84 Est. Cost $132.14 Unrealized +42.9%
PHO INVESCO 0.0%
Value ($000) $17 Shares 280 Est. Cost $52.78 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $16 Shares 168 Est. Cost $88.50 Unrealized -5.3%
RUN SUNRUN INC 0.0%
Value ($000) $16 Shares 1,111 Est. Cost $61.05 Unrealized -79.2%
GHRS GH RESEARCH 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $10.26 Unrealized -31.2%
FWONA LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $15 Shares 246 Est. Cost $58.67 Unrealized
WASH WASHINGTON TR BANCORP INC 0.0%
Value ($000) $15 Shares 539 Est. Cost $38.96 Unrealized -41.1%
VSS VANGUARD 0.0%
Value ($000) $15 Shares 134 Est. Cost $126.42 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $14 Shares 100 Est. Cost $143.09 Unrealized -9.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $14 Shares 2,592 Est. Cost $3.79 Unrealized +76.7%
AJG GALLAGHER (ARTHUR J) 0.0%
Value ($000) $14 Shares 60 Est. Cost $219.09 Unrealized +6.1%
AEG AEGON LTD 0.0%
Value ($000) $14 Shares 2,380 Est. Cost $5.78 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.0%
Value ($000) $14 Shares 697 Est. Cost $8.35 Unrealized 0.0%
CDZI CADIZ INC 0.0%
Value ($000) $14 Shares 5,000 Est. Cost $3.36 Unrealized -10.4%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $13 Shares 275 Est. Cost $44.66 Unrealized -3.7%
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $61.32 Unrealized -52.3%
VDE VANGUARD 0.0%
Value ($000) $13 Shares 108 Est. Cost $112.89 Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS PLC 0.0%
Value ($000) $12 Shares 145 Est. Cost $84.69 Unrealized -16.6%
VGT VANGUARD 0.0%
Value ($000) $12 Shares 25 Est. Cost $421.88 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $12 Shares 50 Est. Cost $140.00 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $12 Shares 138 Est. Cost $76.55 Unrealized -4.4%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $11 Shares 325 Est. Cost $59.72 Unrealized -46.9%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $11 Shares 30 Est. Cost $576.31 Unrealized -29.2%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $11 Shares 480 Est. Cost $20.95 Unrealized -8.3%
ICE INTERCONTINENTAL EXCHANGE GROUP 0.0%
Value ($000) $11 Shares 83 Est. Cost $108.22 Unrealized +2.0%
LILA LIBERTY LATIN AMERICA 0.0%
Value ($000) $10 Shares 1,450 Est. Cost $13.96 Unrealized -49.2%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $10 Shares 178 Est. Cost $49.10 Unrealized +8.8%
PLUG PLUG POWER 0.0%
Value ($000) $10 Shares 2,200 Est. Cost $23.21 Unrealized -77.4%
IRBTQ IROBOT CORP 0.0%
Value ($000) $10 Shares 700 Est. Cost $102.54 Unrealized -65.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $9 Shares 67 Est. Cost $144.49 Unrealized -11.1%
NU NU HOLDINGS LTD 0.0%
Value ($000) $9 Shares 1,019 Est. Cost $4.46 Unrealized +81.4%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $9 Shares 38 Est. Cost $280.45 Unrealized -23.1%
DKNG DRAFTKINGS INC CLASS A 0.0%
Value ($000) $8 Shares 200 Est. Cost $23.04 Unrealized +45.2%
TGNA TEGNA INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $19.63 Unrealized -23.6%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $8 Shares 10 Est. Cost $89.54 Unrealized +13.5%
SNY SANOFI-AVENTIS 0.0%
Value ($000) $8 Shares 151 Est. Cost $53.90 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $106.33 Unrealized -5.6%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.44 Unrealized -6.4%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $7 Shares 100 Est. Cost $57.65 Unrealized +17.2%
XYZ BLOCK INC CLASS A 0.0%
Value ($000) $7 Shares 100 Est. Cost $101.37 Unrealized -44.2%
XTTPX TORTOISE 0.0%
Value ($000) $6 Shares 225 Est. Cost $22.22 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $6 Shares 950 Est. Cost $31.09 Unrealized -79.7%
SNAP SNAP INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $36.17 Unrealized -66.1%
DBX DROPBOX 0.0%
Value ($000) $6 Shares 200 Est. Cost $27.32 Unrealized +1.6%
LILAK LIBERTY LATIN AMERICA 0.0%
Value ($000) $6 Shares 850 Est. Cost $14.12 Unrealized -49.6%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $6 Shares 67 Est. Cost $53.81 Unrealized +36.8%
APP APPLOVIN CORP 0.0%
Value ($000) $6 Shares 135 Est. Cost $67.99 Unrealized -42.3%
STERICYCLE INC 0.0%
Value ($000) $5 Shares 112 Est. Cost $70.97 Unrealized
EMBC EMBECTA CORPORATION 0.0%
Value ($000) $5 Shares 312 Est. Cost $24.47 Unrealized -38.9%
ONON ON HOLDING AG CL A 0.0%
Value ($000) $5 Shares 190 Est. Cost $31.65 Unrealized -13.9%
ZION ZIONS BANCORP 0.0%
Value ($000) $5 Shares 120 Est. Cost $56.00 Unrealized -35.5%
LAM RESEARCH CORP 0.0%
Value ($000) $5 Shares 6 Est. Cost $646.42 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $5 Shares 306 Est. Cost $32.98 Unrealized -65.7%
ROKU ROKU INC CLASS A 0.0%
Value ($000) $4 Shares 50 Est. Cost $353.72 Unrealized -76.4%
SPSM SPDR 0.0%
Value ($000) $4 Shares 105 Est. Cost $35.89 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $4 Shares 1,300 Est. Cost $20.31 Unrealized
PWR QUANTA 0.0%
Value ($000) $4 Shares 20 Est. Cost $122.00 Unrealized +51.0%
NOK NOKIA CORP ADR 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $5.31 Unrealized
BYND BEYOND MEAT 0.0%
Value ($000) $4 Shares 530 Est. Cost $142.15 Unrealized -94.5%
RMD RESMED INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $217.42 Unrealized -30.7%
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 197 Est. Cost $16.93 Unrealized
MGNX MACROGENICS INC 0.0%
Value ($000) $3 Shares 213 Est. Cost $29.29 Unrealized -76.4%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $11.09 Unrealized -77.6%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.49 Unrealized -6.4%
FORGE GLOBAL HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,320 Est. Cost $1.92 Unrealized
REAL REALREAL INC 0.0%
Value ($000) $2 Shares 1,202 Est. Cost $1.95 Unrealized 0.0%
NVAX NOVAVAX INC 0.0%
Value ($000) $2 Shares 570 Est. Cost $7.86 Unrealized -22.2%
CHARGEPOINT HOLDINGS INC CLASS A 0.0%
Value ($000) $2 Shares 905 Est. Cost $12.81 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $137.10 Unrealized -4.6%
SAGE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $58.01 Unrealized +1.3%
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $1 Shares 17 Est. Cost $333.04 Unrealized -80.1%
ISUNQ ISUN INC 0.0%
Value ($000) $1 Shares 4,482 Est. Cost $4.02 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $1 Shares 54 Est. Cost $46.76 Unrealized
NAK NORTHERN DYNASTY 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $0.56 Unrealized -41.0%
NETCAPITAL INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $1.11 Unrealized
XRX XEROX HOLDING CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $21.64 Unrealized -31.7%
MMYT MAKEMYTRIP LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.78 Unrealized +51.7%
LUMIRADX LTD 0.0%
Value ($000) $0 Shares 12,820 Est. Cost $1.01 Unrealized
GME GAMESTOP CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $36.61 Unrealized -59.9%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.96 Unrealized 0.0%
FORTE BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 193 Est. Cost $31.09 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.98 Unrealized +5.7%
RIGEL PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized