LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Diversified Active

CIK: 0000932974 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $11,315,020 (100.0% shares, 0.0% debt)

Holdings (518)

MSFT MICROSOFT CORP 8.3%
Value ($000) $936,609 Shares 1,882,972 Est. Cost $57.26 Unrealized +655.1%
MA MASTERCARD INC 7.0%
Value ($000) $790,422 Shares 1,406,595 Est. Cost $71.03 Unrealized +676.4%
INTU INTUIT 6.4%
Value ($000) $727,530 Shares 923,694 Est. Cost $61.98 Unrealized +988.3%
GOOGL ALPHABET INC 4.7%
Value ($000) $537,403 Shares 3,049,441 Est. Cost $108.31 Unrealized +50.8%
AMZN AMAZON.COM 4.3%
Value ($000) $485,900 Shares 2,214,778 Est. Cost $126.24 Unrealized +56.8%
FISV FISERV INC 4.3%
Value ($000) $484,801 Shares 2,811,906 Est. Cost $55.93 Unrealized +224.3%
SYK STRYKER CORP 4.1%
Value ($000) $461,347 Shares 1,166,105 Est. Cost $66.47 Unrealized +459.0%
DHR DANAHER CORP SHS BEN INT 2.9%
Value ($000) $330,567 Shares 1,673,418 Est. Cost $35.95 Unrealized +436.8%
NOW SERVICENOW INC 2.7%
Value ($000) $309,742 Shares 301,284 Est. Cost $96.17 Unrealized +96.2%
AMT AMERICAN TOWER CORP 2.7%
Value ($000) $307,760 Shares 1,392,450 Est. Cost $81.18 Unrealized +159.1%
AAPL APPLE INC 2.7%
Value ($000) $300,345 Shares 1,463,881 Est. Cost $84.17 Unrealized +139.3%
TJX TJX COMPANIES INC 2.5%
Value ($000) $279,283 Shares 2,261,581 Est. Cost $33.25 Unrealized +278.6%
NVDA NVIDIA CORP 2.4%
Value ($000) $269,723 Shares 1,707,217 Est. Cost $102.27 Unrealized +23.0%
COST COSTCO WHOLESALE CORP NEW 2.1%
Value ($000) $238,246 Shares 240,667 Est. Cost $346.67 Unrealized +185.8%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $229,146 Shares 1,684,770 Est. Cost $31.68 Unrealized +312.3%
ADBE ADOBE SYSTEMS INC 2.0%
Value ($000) $225,972 Shares 584,090 Est. Cost $280.40 Unrealized +37.4%
PAYC PAYCOM SOFTWARE INC 2.0%
Value ($000) $222,313 Shares 960,735 Est. Cost $122.00 Unrealized +93.4%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $221,193 Shares 545,537 Est. Cost $353.21 Unrealized +18.1%
NXPI NXP SEMICONDUCTORS 1.9%
Value ($000) $212,134 Shares 970,910 Est. Cost $82.54 Unrealized +133.5%
V VISA INC 1.8%
Value ($000) $198,637 Shares 559,462 Est. Cost $65.49 Unrealized +429.9%
ADP AUTOMATIC DATA PROCESSING 1.7%
Value ($000) $196,751 Shares 637,972 Est. Cost $49.38 Unrealized +512.3%
VEEV VEEVA SYSTEMS INC 1.6%
Value ($000) $175,489 Shares 609,377 Est. Cost $198.39 Unrealized +25.0%
EOG EOG RESOURCES 1.5%
Value ($000) $169,354 Shares 1,415,886 Est. Cost $65.72 Unrealized +70.5%
META META PLATFORMS INC CL A 1.4%
Value ($000) $162,795 Shares 220,562 Est. Cost $170.46 Unrealized +261.7%
CNI CANADIAN NATIONAL RAILWAY 1.3%
Value ($000) $148,265 Shares 1,425,079 Est. Cost $42.45 Unrealized +137.0%
PH PARKER-HANNIFIN CORP 1.3%
Value ($000) $146,008 Shares 209,040 Est. Cost $362.34 Unrealized +73.4%
ROP ROPER INDUSTRIES INC 1.1%
Value ($000) $122,337 Shares 215,824 Est. Cost $317.08 Unrealized +77.3%
CHD CHURCH & DWIGHT CO 1.1%
Value ($000) $120,785 Shares 1,256,738 Est. Cost $34.73 Unrealized +181.6%
SNPS SYNOPSYS INC 1.0%
Value ($000) $114,041 Shares 222,440 Est. Cost $527.86 Unrealized -11.7%
WEX WEX INC 1.0%
Value ($000) $112,846 Shares 768,238 Est. Cost $147.85 Unrealized -9.1%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $103,446 Shares 212,953 Est. Cost $181.05 Unrealized +180.5%
HD HOME DEPOT INC 0.8%
Value ($000) $94,539 Shares 257,852 Est. Cost $131.82 Unrealized +170.0%
TTD TRADE DESK INC 0.8%
Value ($000) $94,027 Shares 1,306,115 Est. Cost $59.73 Unrealized +6.9%
PM PHILIP MORRIS INTERNATIONAL 0.8%
Value ($000) $88,941 Shares 488,338 Est. Cost $55.24 Unrealized +203.0%
CRM SALESFORCE.COM 0.8%
Value ($000) $86,743 Shares 318,101 Est. Cost $152.35 Unrealized +74.6%
SBUX STARBUCKS CORP 0.7%
Value ($000) $78,184 Shares 853,257 Est. Cost $37.58 Unrealized +126.6%
LOW LOWES COMPANIES 0.7%
Value ($000) $74,245 Shares 334,635 Est. Cost $111.74 Unrealized +97.4%
IDXX IDEXX LABS 0.6%
Value ($000) $70,627 Shares 131,683 Est. Cost $99.75 Unrealized +379.4%
ORLY O'REILLY AUTOMOTIVE INC 0.6%
Value ($000) $66,630 Shares 739,269 Est. Cost $87.14 Unrealized +4.6%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $64,673 Shares 405,934 Est. Cost $64.43 Unrealized +149.5%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.6%
Value ($000) $62,812 Shares 258,455 Est. Cost $114.74 Unrealized +104.8%
UNP UNION PACIFIC 0.5%
Value ($000) $55,578 Shares 241,561 Est. Cost $93.24 Unrealized +134.3%
NKE NIKE INC CLASS B 0.5%
Value ($000) $53,341 Shares 750,858 Est. Cost $61.49 Unrealized -3.9%
REGN REGENERON PHAR 0.5%
Value ($000) $52,454 Shares 99,913 Est. Cost $829.09 Unrealized -32.9%
VLTO VERALTO CORPORATION 0.4%
Value ($000) $47,839 Shares 473,883 Est. Cost $71.22 Unrealized +35.0%
ADI ANALOG DEVICES CORP 0.4%
Value ($000) $45,427 Shares 190,854 Est. Cost $99.78 Unrealized +106.5%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $41,202 Shares 269,734 Est. Cost $61.01 Unrealized +147.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $41,048 Shares 380,781 Est. Cost $54.09 Unrealized +93.2%
ASML ASM LITHOGRAPHY HLDG N V 0.4%
Value ($000) $40,054 Shares 49,981 Est. Cost $700.31 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $39,629 Shares 248,833 Est. Cost $53.65 Unrealized +170.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $34,809 Shares 119,141 Est. Cost $75.67 Unrealized +301.1%
GOOG ALPHABET INC 0.3%
Value ($000) $32,749 Shares 184,618 Est. Cost $107.20 Unrealized +53.8%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $30,805 Shares 162,704 Est. Cost $261.44 Unrealized -32.4%
ACN ACCENTURE PLC 0.3%
Value ($000) $30,037 Shares 100,496 Est. Cost $66.65 Unrealized +354.4%
MRK MERCK & CO INC 0.3%
Value ($000) $30,006 Shares 379,060 Est. Cost $57.62 Unrealized +34.3%
PEP PEPSICO INC 0.3%
Value ($000) $28,954 Shares 219,283 Est. Cost $68.05 Unrealized +92.5%
DKS DICKS SPORTING GOODS INC 0.2%
Value ($000) $24,860 Shares 125,674 Est. Cost $201.58 Unrealized -9.6%
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $21,915 Shares 75,592 Est. Cost $119.03 Unrealized +112.3%
CBT CABOT CORP 0.2%
Value ($000) $21,453 Shares 286,044 Est. Cost $28.93 Unrealized +160.1%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value ($000) $19,290 Shares 43,126 Est. Cost $387.34 Unrealized +12.1%
MSCI MSCI INC 0.2%
Value ($000) $18,617 Shares 32,280 Est. Cost $168.02 Unrealized +226.8%
ROST ROSS STORES INC 0.2%
Value ($000) $18,196 Shares 142,623 Est. Cost $41.51 Unrealized +231.9%
AMGN AMGEN INC 0.1%
Value ($000) $16,731 Shares 59,923 Est. Cost $140.42 Unrealized +97.8%
WSO WATSCO INC 0.1%
Value ($000) $14,877 Shares 33,687 Est. Cost $211.79 Unrealized +119.0%
HDB HDFC BANK LTD-ADR 0.1%
Value ($000) $14,794 Shares 192,957 Est. Cost $69.04 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $13,097 Shares 48,609 Est. Cost $82.07 Unrealized +207.5%
RTX RTX CORP 0.1%
Value ($000) $11,262 Shares 77,127 Est. Cost $58.75 Unrealized +124.2%
ABBV ABBVIE INC 0.1%
Value ($000) $11,168 Shares 60,167 Est. Cost $40.82 Unrealized +347.5%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $10,635 Shares 103,947 Est. Cost $102.84 Unrealized -15.9%
CVX CHEVRON CORP 0.1%
Value ($000) $10,352 Shares 72,296 Est. Cost $83.23 Unrealized +64.6%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $8,885 Shares 35,937 Est. Cost $56.80 Unrealized +317.5%
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $8,507 Shares 25,609 Est. Cost $94.69 Unrealized +198.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $8,265 Shares 174,662 Est. Cost $35.33 Unrealized +17.3%
NVO NOVO-NORDISK A/S ADR 0.1%
Value ($000) $8,161 Shares 118,240 Est. Cost $90.73 Unrealized
KO COCA-COLA CO 0.1%
Value ($000) $8,068 Shares 114,041 Est. Cost $31.78 Unrealized +119.6%
WMT WAL-MART STORES INC 0.1%
Value ($000) $8,024 Shares 82,061 Est. Cost $46.25 Unrealized +104.9%
LLY LILLY (ELI) & CO 0.1%
Value ($000) $7,865 Shares 10,089 Est. Cost $444.02 Unrealized +74.2%
HASI HA SUSTAINABLE 0.1%
Value ($000) $6,995 Shares 260,427 Est. Cost $42.00 Unrealized -40.9%
SPY SPDR 0.1%
Value ($000) $6,837 Shares 11,065 Est. Cost $384.36 Unrealized
VTI VANGUARD 0.1%
Value ($000) $6,424 Shares 21,136 Est. Cost $178.15 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $6,338 Shares 28,439 Est. Cost $143.34 Unrealized +49.4%
AVGO BROADCOM INC 0.1%
Value ($000) $6,075 Shares 22,040 Est. Cost $130.45 Unrealized +65.5%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $5,978 Shares 21,195 Est. Cost $77.64 Unrealized +245.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $5,920 Shares 65,126 Est. Cost $67.78 Unrealized +32.9%
DE DEERE & CO 0.1%
Value ($000) $5,834 Shares 11,473 Est. Cost $122.11 Unrealized +296.9%
GDDY GO DADDY GROUP INC CLASS A 0.0%
Value ($000) $5,435 Shares 30,186 Est. Cost $152.87 Unrealized +17.4%
DIS WALT DISNEY PRODUCTIONS 0.0%
Value ($000) $5,157 Shares 41,584 Est. Cost $101.72 Unrealized +1.1%
COP CONOCOPHILLIPS INC 0.0%
Value ($000) $5,059 Shares 56,377 Est. Cost $51.35 Unrealized +71.4%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $4,925 Shares 21,148 Est. Cost $125.53 Unrealized +59.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $4,730 Shares 22,780 Est. Cost $187.63 Unrealized -7.1%
ZTS ZOETIS INC 0.0%
Value ($000) $4,622 Shares 29,637 Est. Cost $117.10 Unrealized +34.4%
COR CENCORA INC 0.0%
Value ($000) $4,454 Shares 14,854 Est. Cost $227.88 Unrealized +25.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $4,344 Shares 29,862 Est. Cost $27.65 Unrealized +433.6%
SEM SELECT MED HLDGS CORP 0.0%
Value ($000) $4,184 Shares 275,620 Est. Cost $16.93 Unrealized -9.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $4,078 Shares 54,876 Est. Cost $206.89 Unrealized -67.0%
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $4,000 Shares 13,571 Est. Cost $135.26 Unrealized +87.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $3,891 Shares 15,201 Est. Cost $133.78 Unrealized +74.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $3,830 Shares 55,172 Est. Cost $62.71 Unrealized +8.6%
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $3,766 Shares 17,701 Est. Cost $185.05 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3,750 Shares 6,901 Est. Cost $269.14 Unrealized +94.3%
GE GE AEROSPACE 0.0%
Value ($000) $3,677 Shares 14,286 Est. Cost $69.23 Unrealized +215.8%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $3,536 Shares 50,964 Est. Cost $21.98 Unrealized +174.7%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $3,255 Shares 18,064 Est. Cost $74.35 Unrealized +136.7%
QQQ INVESCO 0.0%
Value ($000) $3,015 Shares 5,465 Est. Cost $198.49 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $2,977 Shares 21,137 Est. Cost $48.42 Unrealized +149.8%
VIG VANGUARD 0.0%
Value ($000) $2,975 Shares 14,535 Est. Cost $116.81 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $2,915 Shares 4 Est. Cost $223583.10 Unrealized +240.7%
EW EDWARDS LIFESCIENCE CORP 0.0%
Value ($000) $2,888 Shares 36,927 Est. Cost $73.30 Unrealized +1.7%
MDY SPDR 0.0%
Value ($000) $2,824 Shares 4,986 Est. Cost $381.19 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $2,814 Shares 486 Est. Cost $3289.65 Unrealized +54.9%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $2,813 Shares 45,986 Est. Cost $40.77 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2,774 Shares 5,261 Est. Cost $349.22 Unrealized +42.2%
GWW GRAINGER (WW) INC 0.0%
Value ($000) $2,751 Shares 2,645 Est. Cost $952.71 Unrealized +8.4%
IWF ISHARES 0.0%
Value ($000) $2,644 Shares 6,228 Est. Cost $247.27 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $2,630 Shares 15,846 Est. Cost $157.02 Unrealized +2.9%
CB CHUBB LTD 0.0%
Value ($000) $2,596 Shares 8,962 Est. Cost $153.05 Unrealized +87.5%
CMI CUMMINS INC 0.0%
Value ($000) $2,448 Shares 7,476 Est. Cost $83.64 Unrealized +265.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $2,429 Shares 7,075 Est. Cost $328.86 Unrealized +4.8%
PFE PFIZER 0.0%
Value ($000) $2,390 Shares 98,610 Est. Cost $23.61 Unrealized -5.3%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $2,320 Shares 7,612 Est. Cost $170.40 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $2,284 Shares 21,478 Est. Cost $55.15 Unrealized +64.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2,195 Shares 840 Est. Cost $859.58 Unrealized +171.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $2,189 Shares 2,905 Est. Cost $710.77 Unrealized -6.4%
VOO VANGUARD 0.0%
Value ($000) $2,151 Shares 3,787 Est. Cost $486.31 Unrealized
IVV ISHARES 0.0%
Value ($000) $2,030 Shares 3,270 Est. Cost $460.57 Unrealized
KKR KKR & CO 0.0%
Value ($000) $1,995 Shares 15,000 Est. Cost $145.82 Unrealized -20.0%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $1,987 Shares 6,254 Est. Cost $220.83 Unrealized +36.4%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $1,904 Shares 19,229 Est. Cost $90.24 Unrealized +5.7%
IWO ISHARES 0.0%
Value ($000) $1,777 Shares 6,218 Est. Cost $282.23 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1,716 Shares 5,381 Est. Cost $96.53 Unrealized +189.4%
NFLX NETFLIX INC 0.0%
Value ($000) $1,713 Shares 1,279 Est. Cost $31.93 Unrealized +254.1%
VMI VALMONT INDUSTRIES INC 0.0%
Value ($000) $1,706 Shares 5,225 Est. Cost $155.49 Unrealized +97.3%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1,656 Shares 7,400 Est. Cost $196.57 Unrealized -8.0%
CON CONCENTRA GROUP 0.0%
Value ($000) $1,633 Shares 79,374 Est. Cost $20.40 Unrealized +3.9%
SYY SYSCO CORP 0.0%
Value ($000) $1,633 Shares 21,556 Est. Cost $36.16 Unrealized +96.6%
BALL BALL CORP 0.0%
Value ($000) $1,549 Shares 27,625 Est. Cost $60.20 Unrealized -14.1%
IWD ISHARES 0.0%
Value ($000) $1,538 Shares 7,920 Est. Cost $158.52 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1,452 Shares 64,833 Est. Cost $19.89 Unrealized +4.2%
LIN LINDE PLC 0.0%
Value ($000) $1,445 Shares 3,079 Est. Cost $327.63 Unrealized +38.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,407 Shares 20,512 Est. Cost $29.27 Unrealized -6.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,303 Shares 19,314 Est. Cost $36.17 Unrealized +80.1%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $1,300 Shares 9,080 Est. Cost $279.42 Unrealized -56.3%
MKC MCCORMICK & COMPANY 0.0%
Value ($000) $1,279 Shares 16,875 Est. Cost $62.97 Unrealized +16.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $1,269 Shares 2,398 Est. Cost $144.21 Unrealized +188.4%
IWN ISHARES 0.0%
Value ($000) $1,258 Shares 7,973 Est. Cost $149.11 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $1,206 Shares 21,760 Est. Cost $30.72 Unrealized +53.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,176 Shares 2,539 Est. Cost $409.11 Unrealized +12.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $1,173 Shares 8,435 Est. Cost $127.18 Unrealized +11.0%
VUSB VANGUARD 0.0%
Value ($000) $1,169 Shares 23,445 Est. Cost $49.57 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $1,161 Shares 16,000 Est. Cost $39.61 Unrealized +71.7%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $1,156 Shares 8,671 Est. Cost $50.75 Unrealized +123.7%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1,156 Shares 16,417 Est. Cost $60.58 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $1,155 Shares 7,327 Est. Cost $193.62 Unrealized -22.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,077 Shares 2,775 Est. Cost $274.76 Unrealized +20.4%
GLW CORNING INC 0.0%
Value ($000) $1,014 Shares 19,278 Est. Cost $13.58 Unrealized +241.0%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $998 Shares 17,775 Est. Cost $61.37 Unrealized -17.1%
MCK MCKESSON CORP 0.0%
Value ($000) $996 Shares 1,359 Est. Cost $131.69 Unrealized +434.4%
MCO MOODYS CORP 0.0%
Value ($000) $994 Shares 1,981 Est. Cost $170.82 Unrealized +169.9%
IVW ISHARES 0.0%
Value ($000) $978 Shares 8,880 Est. Cost $78.64 Unrealized
EFV ISHARES 0.0%
Value ($000) $970 Shares 15,275 Est. Cost $59.41 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $963 Shares 21,240 Est. Cost $22.69 Unrealized +93.0%
FAST FASTENAL CO 0.0%
Value ($000) $921 Shares 21,930 Est. Cost $26.30 Unrealized +52.5%
VEA VANGUARD 0.0%
Value ($000) $900 Shares 15,790 Est. Cost $48.51 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $889 Shares 24,920 Est. Cost $31.58 Unrealized +7.4%
VUG VANGUARD 0.0%
Value ($000) $879 Shares 2,006 Est. Cost $283.90 Unrealized
SPG SIMON PROPERTIES GROUP (NEW) 0.0%
Value ($000) $849 Shares 5,279 Est. Cost $97.52 Unrealized +56.6%
BDX BECTON DICKINSON 0.0%
Value ($000) $847 Shares 4,920 Est. Cost $216.33 Unrealized -16.6%
MTD METTLER TOLEDO INTL 0.0%
Value ($000) $840 Shares 715 Est. Cost $777.01 Unrealized +43.8%
BA BOEING CO 0.0%
Value ($000) $799 Shares 3,813 Est. Cost $164.11 Unrealized +15.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $797 Shares 3,893 Est. Cost $132.19 Unrealized +40.5%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $793 Shares 6,551 Est. Cost $74.92 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $786 Shares 7,087 Est. Cost $62.84 Unrealized +66.1%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $778 Shares 6,193 Est. Cost $223.18 Unrealized -44.2%
CTVA CORTEVA INC 0.0%
Value ($000) $776 Shares 10,412 Est. Cost $40.69 Unrealized +62.6%
ESGV VANGUARD 0.0%
Value ($000) $762 Shares 6,950 Est. Cost $70.82 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $745 Shares 14,376 Est. Cost $34.47 Unrealized +56.0%
TGT TARGET CORP 0.0%
Value ($000) $744 Shares 7,539 Est. Cost $63.80 Unrealized +46.2%
AMD ADVANCE MICRO DEVICES 0.0%
Value ($000) $742 Shares 5,226 Est. Cost $119.56 Unrealized -8.9%
ORCL ORACLE CORP COM 0.0%
Value ($000) $741 Shares 3,388 Est. Cost $115.22 Unrealized +39.6%
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $718 Shares 3,286 Est. Cost $86.23 Unrealized +158.8%
APH AMPHENOL CORP 0.0%
Value ($000) $716 Shares 7,255 Est. Cost $51.59 Unrealized +57.8%
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.0%
Value ($000) $707 Shares 60,593 Est. Cost $13.00 Unrealized -23.7%
IWM ISHARES 0.0%
Value ($000) $690 Shares 3,198 Est. Cost $158.78 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $683 Shares 3,725 Est. Cost $54.66 Unrealized +215.9%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $668 Shares 12,668 Est. Cost $50.28 Unrealized +0.6%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $664 Shares 1,120 Est. Cost $174.06 Unrealized +225.4%
DCI DONALDSON CO INC 0.0%
Value ($000) $661 Shares 9,533 Est. Cost $35.17 Unrealized +88.6%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $654 Shares 5,540 Est. Cost $119.97 Unrealized -8.0%
BLK BLACKROCK INC 0.0%
Value ($000) $646 Shares 616 Est. Cost $991.05 Unrealized -5.8%
VEU VANGUARD 0.0%
Value ($000) $643 Shares 9,570 Est. Cost $54.04 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $639 Shares 13,803 Est. Cost $45.22 Unrealized +4.4%
PEN PENUMBRA INC 0.0%
Value ($000) $624 Shares 2,430 Est. Cost $188.96 Unrealized +44.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $619 Shares 8,973 Est. Cost $59.10 Unrealized +8.6%
FTV FORTIVE CORP 0.0%
Value ($000) $614 Shares 11,784 Est. Cost $35.35 Unrealized +47.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $613 Shares 10,458 Est. Cost $22.79 Unrealized +145.5%
WPC W P CAREY INC 0.0%
Value ($000) $609 Shares 9,756 Est. Cost $67.17 Unrealized
VTV VANGUARD 0.0%
Value ($000) $607 Shares 3,437 Est. Cost $141.05 Unrealized
XLK SPDR 0.0%
Value ($000) $596 Shares 2,354 Est. Cost $42.73 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $592 Shares 8,084 Est. Cost $36.08 Unrealized +86.6%
FANG DIAMONDBACK 0.0%
Value ($000) $591 Shares 4,300 Est. Cost $68.56 Unrealized +98.6%
RSP INVESCO 0.0%
Value ($000) $586 Shares 3,226 Est. Cost $149.64 Unrealized
CI CIGNA CORPORATION 0.0%
Value ($000) $569 Shares 1,721 Est. Cost $322.87 Unrealized -1.5%
AFL AFLAC INC 0.0%
Value ($000) $567 Shares 5,375 Est. Cost $40.05 Unrealized +158.8%
EQIX EQUINIX INC 0.0%
Value ($000) $555 Shares 698 Est. Cost $594.10 Unrealized +40.7%
POOL POOL CORP 0.0%
Value ($000) $547 Shares 1,875 Est. Cost $92.33 Unrealized +224.1%
EFA ISHARES 0.0%
Value ($000) $533 Shares 5,968 Est. Cost $72.44 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $521 Shares 4,026 Est. Cost $81.20 Unrealized +48.0%
IJR ISHARES 0.0%
Value ($000) $510 Shares 4,666 Est. Cost $91.44 Unrealized
DIA SPDR 0.0%
Value ($000) $509 Shares 1,155 Est. Cost $173.70 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $502 Shares 2,694 Est. Cost $98.47 Unrealized +68.5%
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value ($000) $500 Shares 1,533 Est. Cost $27.94 Unrealized +890.3%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $494 Shares 1,851 Est. Cost $209.86 Unrealized +22.7%
IJK ISHARES 0.0%
Value ($000) $490 Shares 5,383 Est. Cost $75.54 Unrealized
IJH ISHARES 0.0%
Value ($000) $469 Shares 7,570 Est. Cost $82.30 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $466 Shares 1,957 Est. Cost $141.73 Unrealized +70.4%
MMM 3M COMPANY 0.0%
Value ($000) $463 Shares 3,041 Est. Cost $141.19 Unrealized +0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $441 Shares 2,665 Est. Cost $39.31 Unrealized +275.5%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $437 Shares 10,975 Est. Cost $39.83 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $428 Shares 3,587 Est. Cost $103.68 Unrealized +5.6%
ADSK AUTODESK INC 0.0%
Value ($000) $423 Shares 1,365 Est. Cost $227.04 Unrealized +25.0%
VAL VALARIS LTD 0.0%
Value ($000) $421 Shares 10,000 Est. Cost $42.88 Unrealized -12.3%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $415 Shares 273 Est. Cost $848.57 Unrealized +54.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $400 Shares 3,104 Est. Cost $97.01 Unrealized +35.8%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $397 Shares 14,740 Est. Cost $33.28 Unrealized -5.6%
ARGT GLOBAL X MSCI ARGENTINA ETF 0.0%
Value ($000) $394 Shares 4,645 Est. Cost $84.73 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $391 Shares 835 Est. Cost $386.37 Unrealized +7.0%
DBJP XTRACKERS 0.0%
Value ($000) $390 Shares 5,105 Est. Cost $45.84 Unrealized
DOW DOW INC 0.0%
Value ($000) $383 Shares 14,478 Est. Cost $45.47 Unrealized -38.9%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $377 Shares 1,533 Est. Cost $219.89 Unrealized +2.3%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $373 Shares 3,700 Est. Cost $115.31 Unrealized -18.4%
CCJ CAMECO CORP 0.0%
Value ($000) $371 Shares 5,000 Est. Cost $37.94 Unrealized +40.4%
IVE ISHARES 0.0%
Value ($000) $363 Shares 1,857 Est. Cost $139.79 Unrealized
COKE COCA COLA BOTTLING 0.0%
Value ($000) $348 Shares 3,120 Est. Cost $111.36 Unrealized +7.7%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $345 Shares 11,520 Est. Cost $37.32 Unrealized
VZ VERIZON 0.0%
Value ($000) $341 Shares 7,883 Est. Cost $38.61 Unrealized +8.3%
WFC WELLS FARGO & CO (NEW) 0.0%
Value ($000) $334 Shares 4,168 Est. Cost $31.83 Unrealized +123.5%
VRTX VERTEX PHARMACEUTICALS 0.0%
Value ($000) $331 Shares 744 Est. Cost $303.93 Unrealized +51.6%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $330 Shares 1,072 Est. Cost $294.75 Unrealized -1.4%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $327 Shares 1,428 Est. Cost $136.09 Unrealized +68.7%
PODD INSULET CORP 0.0%
Value ($000) $324 Shares 1,030 Est. Cost $36.79 Unrealized +684.6%
YUM YUM! BRANDS 0.0%
Value ($000) $314 Shares 2,119 Est. Cost $87.09 Unrealized +65.5%
IWS ISHARES 0.0%
Value ($000) $299 Shares 2,259 Est. Cost $91.80 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $297 Shares 1,625 Est. Cost $194.19 Unrealized -18.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $286 Shares 1,140 Est. Cost $197.63 Unrealized +14.9%
VB VANGUARD 0.0%
Value ($000) $286 Shares 1,205 Est. Cost $161.57 Unrealized
VO VANGUARD 0.0%
Value ($000) $277 Shares 990 Est. Cost $210.92 Unrealized
STZ CONSTELLATION BRANDS CL A 0.0%
Value ($000) $276 Shares 1,697 Est. Cost $192.06 Unrealized -8.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $269 Shares 2,050 Est. Cost $93.69 Unrealized +30.8%
KNSL KINSALE CAP GROUP 0.0%
Value ($000) $266 Shares 550 Est. Cost $163.70 Unrealized +184.5%
LAMR LAMAR ADVERTISING CO 0.0%
Value ($000) $264 Shares 2,175 Est. Cost $53.99 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC CLASS A 0.0%
Value ($000) $262 Shares 515 Est. Cost $331.18 Unrealized +30.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $260 Shares 835 Est. Cost $322.97 Unrealized +16.1%
TEL TE 0.0%
Value ($000) $255 Shares 1,686 Est. Cost $146.90 Unrealized +2.7%
VONG VANGUARD 0.0%
Value ($000) $250 Shares 2,292 Est. Cost $67.96 Unrealized
IWV ISHARES 0.0%
Value ($000) $249 Shares 710 Est. Cost $256.40 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $243 Shares 3,145 Est. Cost $61.28 Unrealized +1.6%
SO SOUTHERN CO 0.0%
Value ($000) $243 Shares 2,646 Est. Cost $52.34 Unrealized +68.1%
GM GENERAL MOTORS CO 0.0%
Value ($000) $238 Shares 4,840 Est. Cost $51.75 Unrealized -9.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $236 Shares 2,350 Est. Cost $70.59 Unrealized +46.9%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $230 Shares 2,215 Est. Cost $82.97 Unrealized +22.9%
AME AMETEK INC NEW 0.0%
Value ($000) $226 Shares 1,249 Est. Cost $168.41 Unrealized +1.7%
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $225 Shares 10,000 Est. Cost $12.85 Unrealized +72.4%
MTB M & T BANK CORP 0.0%
Value ($000) $224 Shares 1,155 Est. Cost $138.92 Unrealized +24.5%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $223 Shares 5,300 Est. Cost $27.59 Unrealized +49.2%
IJJ ISHARES 0.0%
Value ($000) $219 Shares 1,775 Est. Cost $95.72 Unrealized
VONV VANGUARD 0.0%
Value ($000) $218 Shares 2,561 Est. Cost $70.29 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $216 Shares 7,000 Est. Cost $105.55 Unrealized -72.0%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $215 Shares 970 Est. Cost $122.26 Unrealized +80.0%
BCPC BALCHEM CORP 0.0%
Value ($000) $213 Shares 1,335 Est. Cost $41.81 Unrealized +285.4%
HPQ HP INC 0.0%
Value ($000) $212 Shares 8,657 Est. Cost $11.27 Unrealized +119.1%
MMYT MAKEMYTRIP LTD 0.0%
Value ($000) $210 Shares 2,145 Est. Cost $100.86 Unrealized 0.0%
ARKW ARK 0.0%
Value ($000) $207 Shares 1,402 Est. Cost $96.96 Unrealized
DSI ISHARES 0.0%
Value ($000) $207 Shares 1,780 Est. Cost $105.24 Unrealized
OKE ONEOK INC (NEW) 0.0%
Value ($000) $206 Shares 2,525 Est. Cost $51.21 Unrealized +57.5%
IBDT ISHARES 0.0%
Value ($000) $203 Shares 8,000 Est. Cost $25.06 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $203 Shares 522 Est. Cost $451.08 Unrealized -12.1%
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $202 Shares 6,473 Est. Cost $27.30 Unrealized +1.7%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $202 Shares 5,000 Est. Cost $49.21 Unrealized -26.6%
INDIA FUND 0.0%
Value ($000) $198 Shares 12,000 Est. Cost $18.23 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $198 Shares 6,000 Est. Cost $29.22 Unrealized +13.0%
IEFA ISHARES 0.0%
Value ($000) $198 Shares 2,366 Est. Cost $72.13 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $196 Shares 2,105 Est. Cost $72.40 Unrealized +13.7%
ETN EATON CORP 0.0%
Value ($000) $193 Shares 540 Est. Cost $236.34 Unrealized +29.8%
TSM TAIWAN SEMICONDUCTER ADR 0.0%
Value ($000) $192 Shares 847 Est. Cost $95.80 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $190 Shares 590 Est. Cost $152.33 Unrealized +73.2%
F FORD MOTOR CO 0.0%
Value ($000) $190 Shares 17,545 Est. Cost $11.87 Unrealized -16.8%
RRC RANGE RES CORP 0.0%
Value ($000) $190 Shares 4,680 Est. Cost $12.55 Unrealized +200.4%
TRV THE TRAVELERS COMPANIES 0.0%
Value ($000) $187 Shares 700 Est. Cost $145.57 Unrealized +79.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $187 Shares 5,000 Est. Cost $19.09 Unrealized +87.9%
IJT ISHARES 0.0%
Value ($000) $186 Shares 1,400 Est. Cost $133.68 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $186 Shares 50 Est. Cost $3070.23 Unrealized +20.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $178 Shares 3,155 Est. Cost $47.14 Unrealized +12.8%
DISV DIMENSIONAL 0.0%
Value ($000) $176 Shares 6,060 Est. Cost $29.08 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $174 Shares 1,988 Est. Cost $93.00 Unrealized -15.7%
CSX CSX CORP 0.0%
Value ($000) $173 Shares 5,289 Est. Cost $30.46 Unrealized -2.2%
ARKK ARK 0.0%
Value ($000) $171 Shares 2,428 Est. Cost $46.35 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $168 Shares 575 Est. Cost $173.70 Unrealized +56.8%
VCR VANGUARD 0.0%
Value ($000) $167 Shares 462 Est. Cost $141.50 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $167 Shares 2,237 Est. Cost $57.72 Unrealized +21.7%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $165 Shares 1,300 Est. Cost $68.90 Unrealized +45.9%
TWLO TWILIO INC 0.0%
Value ($000) $161 Shares 1,295 Est. Cost $180.92 Unrealized -41.2%
VGIT VANGUARD 0.0%
Value ($000) $160 Shares 2,676 Est. Cost $58.90 Unrealized
DBEU XTRACKERS 0.0%
Value ($000) $159 Shares 3,600 Est. Cost $34.17 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $158 Shares 1,060 Est. Cost $140.91 Unrealized 0.0%
ALL ALLSTATE INSURANCE 0.0%
Value ($000) $156 Shares 775 Est. Cost $119.36 Unrealized +64.9%
IWP ISHARES 0.0%
Value ($000) $156 Shares 1,122 Est. Cost $102.70 Unrealized
BX THE BLACKSTONE GROUP INC 0.0%
Value ($000) $155 Shares 1,039 Est. Cost $95.50 Unrealized +41.5%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $155 Shares 1,220 Est. Cost $74.11 Unrealized +65.8%
DGRW WISDOM TREE 0.0%
Value ($000) $152 Shares 1,820 Est. Cost $59.71 Unrealized
ISHARES 0.0%
Value ($000) $151 Shares 6,000 Est. Cost $24.53 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $151 Shares 2,692 Est. Cost $54.96 Unrealized 0.0%
CPNG COUPANG INC 0.0%
Value ($000) $150 Shares 5,000 Est. Cost $28.16 Unrealized -9.0%
VRSN VERISIGN 0.0%
Value ($000) $144 Shares 500 Est. Cost $215.84 Unrealized +24.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $143 Shares 816 Est. Cost $172.71 Unrealized 0.0%
GS GOLDMAN SACHS 0.0%
Value ($000) $143 Shares 202 Est. Cost $322.22 Unrealized +77.4%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $142 Shares 500 Est. Cost $110.08 Unrealized +53.8%
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $142 Shares 1,790 Est. Cost $77.51 Unrealized -1.2%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $141 Shares 1,370 Est. Cost $129.89 Unrealized -24.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $136 Shares 1,175 Est. Cost $61.52 Unrealized +62.6%
BTU PEABODY ENERGY 0.0%
Value ($000) $134 Shares 10,000 Est. Cost $21.34 Unrealized -38.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $132 Shares 1,233 Est. Cost $45.81 Unrealized +120.9%
EL ESTEE LAUDER COMPANIES 0.0%
Value ($000) $127 Shares 1,575 Est. Cost $142.41 Unrealized -55.3%
XLE SPDR 0.0%
Value ($000) $127 Shares 1,500 Est. Cost $68.14 Unrealized
BROOKLINE BANCORP INC 0.0%
Value ($000) $126 Shares 11,979 Est. Cost $10.49 Unrealized
USB US BANCORP 0.0%
Value ($000) $124 Shares 2,735 Est. Cost $33.01 Unrealized +23.5%
MTUS TIMKENSTEEL CORP 0.0%
Value ($000) $123 Shares 8,000 Est. Cost $13.51 Unrealized -1.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $122 Shares 3,835 Est. Cost $24.68 Unrealized +26.6%
TRP TC ENERGY CORPORATION 0.0%
Value ($000) $120 Shares 2,455 Est. Cost $38.13 Unrealized +27.1%
TW TRADEWEB MARKETS INC 0.0%
Value ($000) $119 Shares 810 Est. Cost $112.64 Unrealized +23.9%
ENPH ENPHASE ENERGY 0.0%
Value ($000) $118 Shares 2,970 Est. Cost $129.68 Unrealized -64.4%
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $117 Shares 2,475 Est. Cost $81.61 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $116 Shares 1,700 Est. Cost $50.17 Unrealized +35.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $115 Shares 1,552 Est. Cost $79.49 Unrealized -12.5%
PRGS PROGRESS SOFTWARE 0.0%
Value ($000) $115 Shares 1,800 Est. Cost $45.01 Unrealized +35.1%
ESGU ISHARES 0.0%
Value ($000) $113 Shares 837 Est. Cost $97.46 Unrealized
IWR ISHARES 0.0%
Value ($000) $111 Shares 1,209 Est. Cost $76.33 Unrealized
MOS MOSAIC CO 0.0%
Value ($000) $109 Shares 3,000 Est. Cost $30.61 Unrealized +2.6%
FDX FEDEX CORP 0.0%
Value ($000) $108 Shares 475 Est. Cost $209.76 Unrealized +2.6%
VST VISTRA ENERGY CORP 0.0%
Value ($000) $107 Shares 550 Est. Cost $82.71 Unrealized +78.3%
WY WEYERHAEUSER 0.0%
Value ($000) $103 Shares 4,000 Est. Cost $31.03 Unrealized -17.6%
EML EASTERN CO 0.0%
Value ($000) $103 Shares 4,500 Est. Cost $27.18 Unrealized -18.7%
UBCP UNITED BANCORP INC 0.0%
Value ($000) $100 Shares 6,917 Est. Cost $7.12 Unrealized +85.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $100 Shares 1,100 Est. Cost $44.70 Unrealized +87.8%
VWO VANGUARD 0.0%
Value ($000) $98 Shares 1,986 Est. Cost $45.35 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $98 Shares 7,107 Est. Cost $37.68 Unrealized -64.0%
VRT VERTIV HOLDINGS A 0.0%
Value ($000) $96 Shares 750 Est. Cost $105.40 Unrealized -7.8%
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $96 Shares 1,437 Est. Cost $59.93 Unrealized
TOTAL ENERGIES SE ADR 0.0%
Value ($000) $95 Shares 1,555 Est. Cost $49.09 Unrealized
IXUS ISHARES 0.0%
Value ($000) $95 Shares 1,233 Est. Cost $60.51 Unrealized
NTES NETEASE INC SPONSORED ADR 0.0%
Value ($000) $94 Shares 700 Est. Cost $119.94 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $94 Shares 4,597 Est. Cost $7.52 Unrealized +118.9%
MNRO MONRO MUFFLER & BRAKE INC 0.0%
Value ($000) $93 Shares 6,250 Est. Cost $44.03 Unrealized -67.3%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $93 Shares 3,000 Est. Cost $25.26 Unrealized
AJG GALLAGHER (ARTHUR J) 0.0%
Value ($000) $91 Shares 285 Est. Cost $266.40 Unrealized +23.0%
ASGN ASGN INC 0.0%
Value ($000) $91 Shares 1,822 Est. Cost $102.18 Unrealized -46.5%
KVUE KENVUE INC 0.0%
Value ($000) $90 Shares 4,303 Est. Cost $18.50 Unrealized +19.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $86 Shares 985 Est. Cost $99.45 Unrealized -16.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $85 Shares 1,202 Est. Cost $62.97 Unrealized -14.4%
EFG ISHARES 0.0%
Value ($000) $84 Shares 749 Est. Cost $105.89 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $82 Shares 1,118 Est. Cost $66.13 Unrealized -1.3%
SEIC SEI CORP 0.0%
Value ($000) $81 Shares 900 Est. Cost $58.40 Unrealized +36.6%
MDB MONGODB INC 0.0%
Value ($000) $80 Shares 380 Est. Cost $309.26 Unrealized -40.2%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $79 Shares 966 Est. Cost $76.59 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $78 Shares 1,931 Est. Cost $32.40 Unrealized +24.3%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $77 Shares 200 Est. Cost $197.21 Unrealized +81.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $76 Shares 3,000 Est. Cost $21.56 Unrealized +15.0%
CAR AVIS BUDGET GROUP INC 0.0%
Value ($000) $76 Shares 450 Est. Cost $78.76 Unrealized +36.8%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $75 Shares 950 Est. Cost $54.06 Unrealized +38.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $75 Shares 150 Est. Cost $303.59 Unrealized +60.1%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $73 Shares 1,100 Est. Cost $52.82 Unrealized +16.1%
SIRI SIRIUS XM 0.0%
Value ($000) $72 Shares 3,145 Est. Cost $31.06 Unrealized -30.7%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $69 Shares 960 Est. Cost $71.07 Unrealized +1.2%
ITOT ISHARES 0.0%
Value ($000) $68 Shares 506 Est. Cost $91.79 Unrealized
IGSB ISHARES 0.0%
Value ($000) $67 Shares 1,271 Est. Cost $51.07 Unrealized
SOLV SOLVENTUM CORPORATION 0.0%
Value ($000) $67 Shares 877 Est. Cost $74.50 Unrealized -5.0%
SCZ ISHARES 0.0%
Value ($000) $65 Shares 896 Est. Cost $64.39 Unrealized
SHM SPDR 0.0%
Value ($000) $65 Shares 1,350 Est. Cost $48.79 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $64 Shares 600 Est. Cost $81.95 Unrealized +22.4%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $64 Shares 1,105 Est. Cost $40.06 Unrealized +32.1%
ATR APTARGROUP INC 0.0%
Value ($000) $63 Shares 400 Est. Cost $112.40 Unrealized +32.9%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $62 Shares 350 Est. Cost $100.83 Unrealized +75.6%
KLAC KLA CORPORATION 0.0%
Value ($000) $62 Shares 69 Est. Cost $669.07 Unrealized +11.9%
SRE SEMPRA ENERGY 0.0%
Value ($000) $61 Shares 800 Est. Cost $67.12 Unrealized +8.1%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $60 Shares 620 Est. Cost $74.98 Unrealized +5.2%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $57 Shares 1,653 Est. Cost $51.87 Unrealized -39.2%
AMTM AMENTUM 0.0%
Value ($000) $51 Shares 2,174 Est. Cost $28.06 Unrealized -25.5%
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $50 Shares 499 Est. Cost $116.08 Unrealized
VNLA JANUS HENDERSON 0.0%
Value ($000) $49 Shares 1,004 Est. Cost $49.57 Unrealized
IBDR ISHARES 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $23.96 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $48 Shares 200 Est. Cost $341.13 Unrealized -19.2%
APP APPLOVIN CORP 0.0%
Value ($000) $47 Shares 135 Est. Cost $67.99 Unrealized +376.9%
EEM ISHARES 0.0%
Value ($000) $45 Shares 937 Est. Cost $49.46 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $44 Shares 695 Est. Cost $63.14 Unrealized -5.1%
SPIB SPDR 0.0%
Value ($000) $44 Shares 1,310 Est. Cost $32.51 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $44 Shares 1,595 Est. Cost $62.89 Unrealized -50.1%
OZK BANK OZK 0.0%
Value ($000) $44 Shares 930 Est. Cost $35.29 Unrealized +20.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $44 Shares 443 Est. Cost $78.69 Unrealized +36.2%
JPST JPMORGAN 0.0%
Value ($000) $42 Shares 837 Est. Cost $50.36 Unrealized
ASHR XTRACKERS 0.0%
Value ($000) $42 Shares 1,527 Est. Cost $26.85 Unrealized
SCCO SOUTHERN COPPER 0.0%
Value ($000) $42 Shares 414 Est. Cost $48.64 Unrealized +79.0%
XBI SPDR 0.0%
Value ($000) $41 Shares 500 Est. Cost $92.61 Unrealized
KAI KADANT INC 0.0%
Value ($000) $41 Shares 130 Est. Cost $171.97 Unrealized +81.4%
ALC ALCON INC 0.0%
Value ($000) $41 Shares 463 Est. Cost $89.86 Unrealized -0.3%
HUM HUMANA INC 0.0%
Value ($000) $40 Shares 165 Est. Cost $436.73 Unrealized -43.5%
UGI UGI CORP NEW 0.0%
Value ($000) $40 Shares 1,102 Est. Cost $44.99 Unrealized -23.6%
SUB ISHARES 0.0%
Value ($000) $40 Shares 375 Est. Cost $105.54 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $38 Shares 666 Est. Cost $54.90 Unrealized -0.8%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $37 Shares 1,225 Est. Cost $75.68 Unrealized -60.4%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $37 Shares 494 Est. Cost $156.58 Unrealized -58.5%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $36 Shares 400 Est. Cost $115.96 Unrealized -17.2%
IRM IRON MTN INC 0.0%
Value ($000) $36 Shares 355 Est. Cost $76.66 Unrealized +19.9%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $36 Shares 4,366 Est. Cost $48.91 Unrealized -82.2%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $35 Shares 2,300 Est. Cost $14.97 Unrealized -1.8%
KD KYNDRYL HOLDINGS INCORPORATION 0.0%
Value ($000) $35 Shares 828 Est. Cost $21.10 Unrealized +71.4%
FWONK LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $35 Shares 332 Est. Cost $65.69 Unrealized
VNT VONTIER CORP INC 0.0%
Value ($000) $35 Shares 935 Est. Cost $30.98 Unrealized +9.9%
CASY CASEYS GENERAL STORE INC 0.0%
Value ($000) $34 Shares 67 Est. Cost $289.31 Unrealized +58.7%
LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $33 Shares 412 Est. Cost $33.33 Unrealized
TTEK TETRA TECH INC 0.0%
Value ($000) $32 Shares 900 Est. Cost $41.49 Unrealized -19.8%
NTAP NETAPP INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $60.52 Unrealized +54.5%
VTRS VIATRIS INC 0.0%
Value ($000) $32 Shares 3,549 Est. Cost $11.40 Unrealized -28.1%
WAB WABTEC CORP 0.0%
Value ($000) $32 Shares 151 Est. Cost $87.97 Unrealized +117.9%
VTR VENTAS INC 0.0%
Value ($000) $32 Shares 500 Est. Cost $47.45 Unrealized +34.8%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $31 Shares 1,492 Est. Cost $17.51 Unrealized +14.6%
ONON ON HOLDING AG CL A 0.0%
Value ($000) $31 Shares 590 Est. Cost $39.28 Unrealized +29.7%
MTN VAIL RESORTS INC 0.0%
Value ($000) $31 Shares 195 Est. Cost $108.47 Unrealized +37.0%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $29 Shares 100 Est. Cost $228.51 Unrealized +25.8%
GSK GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $29 Shares 760 Est. Cost $35.64 Unrealized
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value ($000) $29 Shares 3,010 Est. Cost $25.63 Unrealized -64.8%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 1,400 Est. Cost $67.21 Unrealized -75.4%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $28 Shares 240 Est. Cost $88.49 Unrealized +30.5%
NXT NEXTRACKER INC CLASS A 0.0%
Value ($000) $27 Shares 500 Est. Cost $48.45 Unrealized +3.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $110.52 Unrealized +10.6%
SPOT SPOTIFY TECH 0.0%
Value ($000) $27 Shares 35 Est. Cost $252.59 Unrealized +154.1%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.0%
Value ($000) $27 Shares 233 Est. Cost $89.88 Unrealized +24.2%
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value ($000) $26 Shares 926 Est. Cost $41.41 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $26 Shares 200 Est. Cost $126.78 Unrealized -8.9%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $26 Shares 250 Est. Cost $151.47 Unrealized -26.9%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $26 Shares 1,008 Est. Cost $13.98 Unrealized
VSTM VERASTEM INC 0.0%
Value ($000) $25 Shares 5,949 Est. Cost $4.81 Unrealized +30.3%
GHRS GH RESEARCH 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $10.26 Unrealized +6.9%
ILMN ILLUMINA INC 0.0%
Value ($000) $24 Shares 254 Est. Cost $240.24 Unrealized -66.2%
ADAMS NATURAL RESOURCES FUND INC 0.0%
Value ($000) $24 Shares 1,108 Est. Cost $16.54 Unrealized
T AT&T INC 0.0%
Value ($000) $23 Shares 795 Est. Cost $15.76 Unrealized +71.0%
TOL TOLL BROTHERS 0.0%
Value ($000) $23 Shares 200 Est. Cost $121.04 Unrealized -14.3%
AAXJ ISHARES 0.0%
Value ($000) $23 Shares 275 Est. Cost $93.63 Unrealized
EATON VANCE 0.0%
Value ($000) $21 Shares 2,206 Est. Cost $9.67 Unrealized
UNB UNION BANKSHARES INC 0.0%
Value ($000) $21 Shares 775 Est. Cost $24.76 Unrealized +22.9%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $20 Shares 50 Est. Cost $140.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $20 Shares 600 Est. Cost $42.07 Unrealized -19.3%
BNTX BIONTECH SE ADR 0.0%
Value ($000) $20 Shares 190 Est. Cost $92.49 Unrealized
SMCI SUPER MICRO COMPUTER 0.0%
Value ($000) $20 Shares 400 Est. Cost $37.94 Unrealized +1.6%
AMLP ALERIAN 0.0%
Value ($000) $20 Shares 400 Est. Cost $48.86 Unrealized
IBB ISHARES 0.0%
Value ($000) $19 Shares 150 Est. Cost $156.56 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $19 Shares 905 Est. Cost $16.85 Unrealized
BABA ALIBABA GROUP 0.0%
Value ($000) $18 Shares 162 Est. Cost $154.78 Unrealized
KR KROGER CO 0.0%
Value ($000) $18 Shares 252 Est. Cost $36.29 Unrealized +87.9%
BIDU BAIDU.COM SPON ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $198.11 Unrealized
FWONA LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $16 Shares 166 Est. Cost $58.67 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROUP 0.0%
Value ($000) $15 Shares 83 Est. Cost $117.27 Unrealized +45.4%
HOOD ROBINHOOD MARKETS INC CLASS A 0.0%
Value ($000) $15 Shares 160 Est. Cost $59.18 Unrealized 0.0%
CDZI CADIZ INC 0.0%
Value ($000) $15 Shares 5,000 Est. Cost $3.36 Unrealized -14.6%
DVY ISHARES 0.0%
Value ($000) $15 Shares 112 Est. Cost $118.89 Unrealized
LIBERTY MEDIA CORPORATION 0.0%
Value ($000) $15 Shares 183 Est. Cost $32.69 Unrealized
PHO INVESCO 0.0%
Value ($000) $14 Shares 206 Est. Cost $52.78 Unrealized
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $468.62 Unrealized -64.3%
CSL CARLISLE COS INC 0.0%
Value ($000) $14 Shares 37 Est. Cost $176.54 Unrealized +108.1%
OGN ORGANON & CO 0.0%
Value ($000) $14 Shares 1,426 Est. Cost $26.93 Unrealized -61.9%
RWO SPDR 0.0%
Value ($000) $13 Shares 300 Est. Cost $46.32 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $13 Shares 100 Est. Cost $143.09 Unrealized -11.5%
ANSYS INC 0.0%
Value ($000) $13 Shares 37 Est. Cost $297.85 Unrealized
VDE VANGUARD 0.0%
Value ($000) $13 Shares 108 Est. Cost $112.89 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $12 Shares 30 Est. Cost $576.31 Unrealized -33.6%
BKLN INVESCO 0.0%
Value ($000) $12 Shares 585 Est. Cost $21.01 Unrealized
TEAM ATLASSIAN CORP CLASS A 0.0%
Value ($000) $12 Shares 60 Est. Cost $168.09 Unrealized +23.9%
SAM BOSTON BEER COMPANY 0.0%
Value ($000) $12 Shares 63 Est. Cost $236.77 Unrealized -2.8%
AEG AEGON LTD 0.0%
Value ($000) $12 Shares 1,610 Est. Cost $5.78 Unrealized
AMLX AMYLYX PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 1,803 Est. Cost $27.01 Unrealized -82.0%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $11 Shares 178 Est. Cost $49.10 Unrealized +24.4%
TPZ TORTOISE CAPITAL 0.0%
Value ($000) $11 Shares 542 Est. Cost $20.79 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $10 Shares 138 Est. Cost $81.71 Unrealized -7.1%
HLN HALEON PLC 0.0%
Value ($000) $10 Shares 950 Est. Cost $8.38 Unrealized
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $61.32 Unrealized -58.9%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $9 Shares 38 Est. Cost $280.45 Unrealized -19.5%
RUN SUNRUN INC 0.0%
Value ($000) $9 Shares 1,086 Est. Cost $61.05 Unrealized -87.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $9 Shares 48 Est. Cost $122.14 Unrealized +40.9%
DKNG DRAFTKINGS INC CLASS A 0.0%
Value ($000) $9 Shares 200 Est. Cost $23.04 Unrealized +55.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $7 Shares 17 Est. Cost $337.00 Unrealized +16.6%
COGT COGENT BIOSCIENCES 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $9.74 Unrealized -43.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $86.23 Unrealized -9.7%
ZION ZIONS BANCORP 0.0%
Value ($000) $6 Shares 120 Est. Cost $56.00 Unrealized -16.2%
REAL REALREAL INC 0.0%
Value ($000) $6 Shares 1,202 Est. Cost $1.95 Unrealized +182.6%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.65 Unrealized -8.3%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $6 Shares 1,300 Est. Cost $20.31 Unrealized
CPRT COPART INC 0.0%
Value ($000) $6 Shares 113 Est. Cost $51.69 Unrealized +8.3%
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $5 Shares 460 Est. Cost $27.18 Unrealized -59.3%
NOK NOKIA CORP ADR 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.31 Unrealized
SPMD SPDR 0.0%
Value ($000) $5 Shares 90 Est. Cost $42.71 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 175 Est. Cost $127.08 Unrealized -79.3%
SPSM SPDR 0.0%
Value ($000) $4 Shares 105 Est. Cost $35.89 Unrealized
RMD RESMED INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $217.42 Unrealized +9.1%
NAK NORTHERN DYNASTY 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $0.56 Unrealized +97.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 150 Est. Cost $33.49 Unrealized -20.4%
NVAX NOVAVAX INC 0.0%
Value ($000) $4 Shares 570 Est. Cost $7.86 Unrealized -15.8%
SNAP SNAP INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $36.17 Unrealized -77.0%
GRAL GRAIL INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $16.22 Unrealized +123.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $136.18 Unrealized +8.3%
BYND BEYOND MEAT 0.0%
Value ($000) $2 Shares 530 Est. Cost $142.15 Unrealized -98.0%
FRGE FORGE GLOBAL HOLDINGS INC 0.0%
Value ($000) $2 Shares 88 Est. Cost $13.71 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $2 Shares 592 Est. Cost $3.79 Unrealized -31.9%
ZM ZOOM COMMUNICATIONS-A 0.0%
Value ($000) $1 Shares 17 Est. Cost $333.04 Unrealized -76.8%
PARAMOUNT GLOBAL 0.0%
Value ($000) $1 Shares 54 Est. Cost $21.64 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 905 Est. Cost $12.81 Unrealized
SAGE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $60.00 Unrealized
GME GAMESTOP CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $36.61 Unrealized -26.8%
MGNX MACROGENICS INC 0.0%
Value ($000) $0 Shares 213 Est. Cost $29.29 Unrealized -95.0%
EMBC EMBECTA CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.47 Unrealized -55.5%
RIGL RIGEL PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.76 Unrealized +61.3%