LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Diversified Active

Location: Boston, MA

CIK: 0000932974 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $11.03B (100.0% shares, 0.0% debt)

Holdings (534)

GOOGL ALPHABET INC 9.0%
Value $995M Shares 2,973,433 Est. Cost $108.31 Unrealized +163.7%
MSFT MICROSOFT CORP 8.0%
Value $885M Shares 1,841,271 Est. Cost $57.26 Unrealized +774.2%
MA MASTERCARD INC 6.5%
Value $720M Shares 1,382,955 Est. Cost $71.03 Unrealized +687.0%
AMZN AMAZON.COM 4.9%
Value $538M Shares 2,197,758 Est. Cost $126.24 Unrealized +81.2%
INTU INTUIT 4.7%
Value $514M Shares 942,707 Est. Cost $71.69 Unrealized +821.6%
SYK STRYKER CORP 3.7%
Value $409M Shares 1,153,763 Est. Cost $66.47 Unrealized +446.8%
DHR DANAHER CORP SHS BEN INT 3.5%
Value $391M Shares 1,659,049 Est. Cost $35.95 Unrealized +510.6%
AAPL APPLE INC 3.3%
Value $366M Shares 1,417,914 Est. Cost $84.17 Unrealized +218.8%
TMO THERMO FISHER SCIENTIFIC INC 3.1%
Value $337M Shares 539,623 Est. Cost $353.21 Unrealized +60.0%
NVDA NVIDIA CORP 3.0%
Value $328M Shares 1,740,319 Est. Cost $104.65 Unrealized +77.9%
TJX TJX COMPANIES INC 2.9%
Value $320M Shares 2,162,808 Est. Cost $33.25 Unrealized +344.2%
COST COSTCO WHOLESALE CORP NEW 2.1%
Value $236M Shares 243,719 Est. Cost $346.67 Unrealized +161.3%
AMT AMERICAN TOWER CORP 2.1%
Value $232M Shares 1,288,720 Est. Cost $81.18 Unrealized +122.1%
NXPI NXP SEMICONDUCTORS 2.0%
Value $222M Shares 966,999 Est. Cost $82.54 Unrealized +158.9%
NOW SERVICENOW INC 1.9%
Value $210M Shares 1,589,708 Est. Cost $157.37 Unrealized +9.0%
PH PARKER-HANNIFIN CORP 1.7%
Value $192M Shares 207,104 Est. Cost $362.34 Unrealized +125.7%
V VISA INC 1.7%
Value $190M Shares 585,001 Est. Cost $77.61 Unrealized +338.6%
ABT ABBOTT LABORATORIES 1.6%
Value $178M Shares 1,646,770 Est. Cost $31.68 Unrealized +301.9%
FISV FISERV INC 1.6%
Value $175M Shares 2,632,405 Est. Cost $59.20 Unrealized +41.7%
META META PLATFORMS INC CL A 1.5%
Value $171M Shares 253,690 Est. Cost $233.83 Unrealized +185.4%
ADP AUTOMATIC DATA PROCESSING 1.4%
Value $159M Shares 622,799 Est. Cost $49.38 Unrealized +436.3%
EOG EOG RESOURCES 1.4%
Value $152M Shares 1,399,000 Est. Cost $65.72 Unrealized +63.1%
SNPS SYNOPSYS INC 1.3%
Value $148M Shares 294,462 Est. Cost $537.88 Unrealized -17.4%
VEEV VEEVA SYSTEMS INC 1.3%
Value $145M Shares 665,439 Est. Cost $204.83 Unrealized +29.5%
CNI CANADIAN NATIONAL RAILWAY 1.2%
Value $131M Shares 1,305,390 Est. Cost $42.45 Unrealized +126.5%
ADBE ADOBE SYSTEMS INC 1.2%
Value $131M Shares 439,232 Est. Cost $280.40 Unrealized +21.3%
PAYC PAYCOM SOFTWARE INC 1.1%
Value $122M Shares 861,512 Est. Cost $122.00 Unrealized +45.0%
CHD CHURCH & DWIGHT CO 1.0%
Value $106M Shares 1,143,377 Est. Cost $34.73 Unrealized +145.5%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value $104M Shares 218,201 Est. Cost $189.17 Unrealized +163.0%
QCOM QUALCOMM INC 0.9%
Value $98.12M Shares 641,138 Est. Cost $125.43 Unrealized +36.2%
HD HOME DEPOT INC 0.9%
Value $95.23M Shares 250,371 Est. Cost $131.82 Unrealized +176.6%
LOW LOWES COMPANIES 0.8%
Value $87.01M Shares 317,618 Est. Cost $111.74 Unrealized +114.6%
PM PHILIP MORRIS INTERNATIONAL 0.8%
Value $87M Shares 486,350 Est. Cost $55.24 Unrealized +178.0%
IDXX IDEXX LABS 0.8%
Value $86.18M Shares 124,045 Est. Cost $99.75 Unrealized +582.7%
SBUX STARBUCKS CORP 0.8%
Value $83.71M Shares 874,548 Est. Cost $38.98 Unrealized +115.6%
ASML ASM LITHOGRAPHY HLDG N V 0.7%
Value $77.47M Shares 53,262 Est. Cost $719.89 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.7%
Value $73.32M Shares 728,724 Est. Cost $87.14 Unrealized +12.1%
REGN REGENERON PHAR 0.6%
Value $67.08M Shares 86,975 Est. Cost $829.09 Unrealized -18.1%
WEX WEX INC 0.6%
Value $63.94M Shares 408,015 Est. Cost $147.85 Unrealized +1.9%
PG PROCTER & GAMBLE CO 0.6%
Value $61.9M Shares 417,287 Est. Cost $67.79 Unrealized +117.1%
GOOG ALPHABET INC 0.6%
Value $61.68M Shares 184,116 Est. Cost $107.20 Unrealized +167.1%
ADI ANALOG DEVICES CORP 0.5%
Value $59.98M Shares 197,421 Est. Cost $104.64 Unrealized +139.5%
JNJ JOHNSON & JOHNSON 0.5%
Value $58.85M Shares 262,203 Est. Cost $61.01 Unrealized +222.9%
UNP UNION PACIFIC 0.5%
Value $54.04M Shares 232,395 Est. Cost $93.24 Unrealized +143.8%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.5%
Value $52.63M Shares 254,987 Est. Cost $114.74 Unrealized +98.1%
XOM EXXON MOBIL CORP 0.5%
Value $50.53M Shares 369,304 Est. Cost $54.09 Unrealized +113.5%
NKE NIKE INC CLASS B 0.4%
Value $45.77M Shares 725,437 Est. Cost $61.49 Unrealized +5.5%
VLTO VERALTO CORPORATION 0.4%
Value $44.42M Shares 441,718 Est. Cost $71.22 Unrealized +41.8%
ROP ROPER INDUSTRIES INC 0.4%
Value $43.72M Shares 118,403 Est. Cost $317.08 Unrealized +45.8%
TTD TRADE DESK INC 0.4%
Value $38.63M Shares 1,200,144 Est. Cost $60.05 Unrealized -26.2%
MRK MERCK & CO INC 0.3%
Value $37.23M Shares 345,008 Est. Cost $57.62 Unrealized +61.8%
CRM SALESFORCE.COM 0.3%
Value $36.72M Shares 160,700 Est. Cost $152.35 Unrealized +62.9%
CSL CARLISLE COS INC 0.3%
Value $35.02M Shares 101,177 Est. Cost $323.39 Unrealized -0.2%
MCD MCDONALDS CORP 0.3%
Value $34.73M Shares 110,560 Est. Cost $75.67 Unrealized +303.2%
DKS DICKS SPORTING GOODS INC 0.3%
Value $32.05M Shares 155,706 Est. Cost $204.41 Unrealized +6.2%
ACN ACCENTURE PLC 0.2%
Value $26.35M Shares 95,545 Est. Cost $66.65 Unrealized +281.2%
PEP PEPSICO INC 0.2%
Value $26.24M Shares 176,367 Est. Cost $68.05 Unrealized +114.4%
ROST ROSS STORES INC 0.2%
Value $25.09M Shares 134,883 Est. Cost $41.51 Unrealized +301.3%
JPM JP MORGAN CHASE & CO 0.2%
Value $21.75M Shares 72,424 Est. Cost $119.03 Unrealized +160.1%
CBT CABOT CORP 0.2%
Value $20.47M Shares 286,044 Est. Cost $28.93 Unrealized +129.0%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value $18.62M Shares 111,474 Est. Cost $261.44 Unrealized -45.2%
AMGN AMGEN INC 0.2%
Value $18.28M Shares 52,030 Est. Cost $140.42 Unrealized +125.0%
MSCI MSCI INC 0.2%
Value $18.01M Shares 30,965 Est. Cost $184.98 Unrealized +202.7%
ANET ARISTA NETWORKS INC 0.1%
Value $15.25M Shares 103,947 Est. Cost $102.84 Unrealized +33.9%
ABBV ABBVIE INC 0.1%
Value $14.42M Shares 64,378 Est. Cost $51.48 Unrealized +342.0%
RTX RTX CORP 0.1%
Value $14.33M Shares 71,172 Est. Cost $58.75 Unrealized +195.0%
LLY LILLY (ELI) & CO 0.1%
Value $13.85M Shares 13,323 Est. Cost $518.53 Unrealized +84.3%
ECL ECOLAB INC 0.1%
Value $12.5M Shares 43,992 Est. Cost $82.07 Unrealized +223.8%
WSO WATSCO INC 0.1%
Value $12.01M Shares 31,126 Est. Cost $211.79 Unrealized +68.6%
CVX CHEVRON CORP 0.1%
Value $11.84M Shares 70,036 Est. Cost $83.23 Unrealized +81.9%
HDB HDFC BANK LTD-ADR 0.1%
Value $11.73M Shares 361,642 Est. Cost $52.87 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value $9.717M Shares 186,262 Est. Cost $36.23 Unrealized +45.4%
ITW ILLINOIS TOOL WORKS 0.1%
Value $9.271M Shares 35,837 Est. Cost $59.33 Unrealized +317.3%
ROK ROCKWELL AUTOMATION 0.1%
Value $9.267M Shares 22,077 Est. Cost $94.69 Unrealized +296.3%
AVGO BROADCOM INC 0.1%
Value $9.143M Shares 27,473 Est. Cost $166.94 Unrealized +113.8%
WMT WAL-MART STORES INC 0.1%
Value $8.694M Shares 74,348 Est. Cost $48.01 Unrealized +123.3%
KO COCA-COLA CO 0.1%
Value $7.743M Shares 105,270 Est. Cost $31.78 Unrealized +118.4%
SPY SPDR 0.1%
Value $7.726M Shares 11,108 Est. Cost $384.36 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $7.055M Shares 82,261 Est. Cost $71.34 Unrealized +9.8%
NVO NOVO-NORDISK A/S ADR 0.1%
Value $6.754M Shares 107,398 Est. Cost $90.73 Unrealized
VTI VANGUARD 0.1%
Value $6.637M Shares 19,336 Est. Cost $178.15 Unrealized
DE DEERE & CO 0.1%
Value $5.977M Shares 11,513 Est. Cost $122.11 Unrealized +283.0%
TKR TIMKEN CO 0.1%
Value $5.682M Shares 60,521 Est. Cost $68.99 Unrealized +15.3%
CTAS CINTAS CORP 0.0%
Value $5.425M Shares 28,374 Est. Cost $143.34 Unrealized +31.3%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $5.409M Shares 20,875 Est. Cost $77.64 Unrealized +224.1%
DIS WALT DISNEY PRODUCTIONS 0.0%
Value $5.067M Shares 45,810 Est. Cost $103.82 Unrealized +5.5%
COP CONOCOPHILLIPS INC 0.0%
Value $5.035M Shares 50,414 Est. Cost $51.35 Unrealized +75.3%
NEE NEXTERA ENERGY INC 0.0%
Value $4.69M Shares 53,817 Est. Cost $62.71 Unrealized +31.6%
SPGI S&P GLOBAL INC 0.0%
Value $4.573M Shares 8,683 Est. Cost $424.09 Unrealized +16.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $4.339M Shares 15,015 Est. Cost $133.78 Unrealized +115.7%
CMI CUMMINS INC 0.0%
Value $4.332M Shares 7,517 Est. Cost $83.64 Unrealized +457.6%
GE GE AEROSPACE 0.0%
Value $4.245M Shares 14,271 Est. Cost $69.23 Unrealized +334.5%
HON HONEYWELL INTL INC COM 0.0%
Value $4.015M Shares 18,175 Est. Cost $125.53 Unrealized +55.4%
IBM INTL BUSINESS MACHINES CORP 0.0%
Value $3.981M Shares 13,546 Est. Cost $135.26 Unrealized +120.9%
QQQ INVESCO 0.0%
Value $3.848M Shares 6,097 Est. Cost $244.05 Unrealized
CB CHUBB LTD 0.0%
Value $3.784M Shares 12,552 Est. Cost $187.99 Unrealized +55.5%
CSCO CISCO SYSTEMS 0.0%
Value $3.774M Shares 47,964 Est. Cost $21.98 Unrealized +235.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $3.676M Shares 7,001 Est. Cost $324.18 Unrealized +64.2%
MS MORGAN STANLEY 0.0%
Value $3.672M Shares 20,102 Est. Cost $48.42 Unrealized +243.8%
GLD SPDR GOLD TRUST 0.0%
Value $3.615M Shares 7,592 Est. Cost $170.40 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value $3.459M Shares 15,933 Est. Cost $185.05 Unrealized +20.1%
STT STATE STREET CORP 0.0%
Value $3.435M Shares 26,918 Est. Cost $66.25 Unrealized +79.6%
VIG VANGUARD 0.0%
Value $3.252M Shares 14,490 Est. Cost $116.81 Unrealized
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value $3.157M Shares 17,639 Est. Cost $74.35 Unrealized +123.6%
NFLX NETFLIX INC 0.0%
Value $3.027M Shares 35,370 Est. Cost $105.96 Unrealized +1.7%
UL UNILEVER PLC SPONSORED ADR 0.0%
Value $3.025M Shares 44,769 Est. Cost $67.56 Unrealized
ZTS ZOETIS INC 0.0%
Value $2.993M Shares 23,948 Est. Cost $117.10 Unrealized +11.2%
PAYX PAYCHEX INC 0.0%
Value $2.956M Shares 28,168 Est. Cost $27.65 Unrealized +321.5%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value $2.852M Shares 4 Est. Cost $223583.10 Unrealized +233.8%
BKNG BOOKING HOLDINGS INC 0.0%
Value $2.793M Shares 542 Est. Cost $3604.13 Unrealized +42.6%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value $2.78M Shares 10,347 Est. Cost $387.34 Unrealized -27.7%
IWF ISHARES 0.0%
Value $2.732M Shares 5,758 Est. Cost $247.27 Unrealized
VOO VANGUARD 0.0%
Value $2.666M Shares 4,167 Est. Cost $512.96 Unrealized
MDY SPDR 0.0%
Value $2.602M Shares 4,093 Est. Cost $381.19 Unrealized
EW EDWARDS LIFESCIENCE CORP 0.0%
Value $2.486M Shares 29,737 Est. Cost $73.30 Unrealized +12.0%
TSLA TESLA MOTORS INC 0.0%
Value $2.479M Shares 5,752 Est. Cost $220.83 Unrealized +100.7%
HASI HA SUSTAINABLE 0.0%
Value $2.462M Shares 71,621 Est. Cost $42.00 Unrealized -26.0%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $2.433M Shares 36,220 Est. Cost $55.04 Unrealized +8.0%
VMI VALMONT INDUSTRIES INC 0.0%
Value $2.203M Shares 4,930 Est. Cost $155.49 Unrealized +161.7%
GLW CORNING INC 0.0%
Value $2.152M Shares 19,612 Est. Cost $14.81 Unrealized +480.4%
AAEQ ALPHA ARCHITECT 0.0%
Value $2.148M Shares 43,122 Est. Cost $49.80 Unrealized
IWO ISHARES 0.0%
Value $2.107M Shares 6,088 Est. Cost $282.23 Unrealized
IVV ISHARES 0.0%
Value $2.078M Shares 2,975 Est. Cost $464.12 Unrealized
INTC INTEL CORP 0.0%
Value $2.062M Shares 46,928 Est. Cost $19.89 Unrealized +89.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $2.032M Shares 1,424 Est. Cost $1254.45 Unrealized +4.5%
MELI MERCADOLIBRE INC 0.0%
Value $1.965M Shares 856 Est. Cost $888.39 Unrealized +136.4%
AXP AMERICAN EXPRESS CO 0.0%
Value $1.938M Shares 5,392 Est. Cost $96.53 Unrealized +269.8%
VRTX VERTEX PHARMACEUTICALS 0.0%
Value $1.886M Shares 3,978 Est. Cost $396.45 Unrealized +8.7%
BX THE BLACKSTONE GROUP INC 0.0%
Value $1.849M Shares 12,457 Est. Cost $163.39 Unrealized -7.3%
ABNB AIRBNB INC CL A 0.0%
Value $1.812M Shares 13,707 Est. Cost $129.47 Unrealized -3.8%
HSY THE HERSHEY COMPANY 0.0%
Value $1.806M Shares 9,426 Est. Cost $157.02 Unrealized +16.0%
KKR KKR & CO 0.0%
Value $1.793M Shares 15,453 Est. Cost $145.19 Unrealized -14.4%
IWD ISHARES 0.0%
Value $1.735M Shares 7,920 Est. Cost $158.52 Unrealized
SYY SYSCO CORP 0.0%
Value $1.731M Shares 20,631 Est. Cost $36.16 Unrealized +108.8%
SHOP SHOPIFY INC 0.0%
Value $1.701M Shares 12,370 Est. Cost $128.56 Unrealized +24.9%
PFE PFIZER 0.0%
Value $1.699M Shares 64,102 Est. Cost $23.61 Unrealized +6.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value $1.679M Shares 30,247 Est. Cost $206.89 Unrealized -68.7%
GEV GE VERNOVA INC 0.0%
Value $1.676M Shares 2,420 Est. Cost $144.21 Unrealized +322.3%
SNOW SNOWFLAKE INC CL A 0.0%
Value $1.574M Shares 7,400 Est. Cost $196.57 Unrealized +24.2%
VUSB VANGUARD 0.0%
Value $1.572M Shares 31,460 Est. Cost $49.68 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value $1.504M Shares 8,825 Est. Cost $279.42 Unrealized -42.3%
AMD ADVANCE MICRO DEVICES 0.0%
Value $1.439M Shares 5,711 Est. Cost $135.28 Unrealized +66.0%
CAT CATERPILLAR INC 0.0%
Value $1.399M Shares 2,190 Est. Cost $274.76 Unrealized +102.2%
LIN LINDE PLC 0.0%
Value $1.363M Shares 3,008 Est. Cost $354.24 Unrealized +20.6%
EMR EMERSON ELECTRIC CO 0.0%
Value $1.28M Shares 8,671 Est. Cost $50.75 Unrealized +160.8%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $1.241M Shares 22,752 Est. Cost $55.10 Unrealized -0.6%
AER AERCAP HOLDINGS NV 0.0%
Value $1.214M Shares 8,440 Est. Cost $116.62 Unrealized +13.6%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value $1.201M Shares 15,917 Est. Cost $60.58 Unrealized
APH AMPHENOL CORP 0.0%
Value $1.165M Shares 7,010 Est. Cost $51.59 Unrealized +158.9%
BALL BALL CORP 0.0%
Value $1.132M Shares 19,854 Est. Cost $60.20 Unrealized -18.5%
TXN TEXAS INSTRUMENTS INC 0.0%
Value $1.131M Shares 5,752 Est. Cost $187.63 Unrealized -9.0%
IVW ISHARES 0.0%
Value $1.114M Shares 8,880 Est. Cost $78.64 Unrealized
XYL XYLEM INC 0.0%
Value $1.109M Shares 7,900 Est. Cost $109.18 Unrealized +31.5%
MCK MCKESSON CORP 0.0%
Value $1.1M Shares 1,319 Est. Cost $131.69 Unrealized +519.3%
IWN ISHARES 0.0%
Value $1.096M Shares 5,603 Est. Cost $149.11 Unrealized
RBA RB GLOBAL INC 0.0%
Value $1.095M Shares 9,327 Est. Cost $112.11 Unrealized -9.4%
EFV ISHARES 0.0%
Value $1.087M Shares 14,359 Est. Cost $59.41 Unrealized
RNR RENAISSANCERE HOLDINGS LTD 0.0%
Value $1.087M Shares 3,960 Est. Cost $242.27 Unrealized +8.6%
BIIB BIOGEN IDEC INC 0.0%
Value $1.078M Shares 6,193 Est. Cost $223.18 Unrealized -26.8%
IQV IQVIA HOLDINGS INC 0.0%
Value $1.066M Shares 4,422 Est. Cost $193.62 Unrealized +12.4%
NVS NOVARTIS AG ADR 0.0%
Value $1.062M Shares 6,976 Est. Cost $79.63 Unrealized
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value $1.06M Shares 10,220 Est. Cost $94.54 Unrealized +0.2%
VZ VERIZON 0.0%
Value $1.03M Shares 26,193 Est. Cost $41.39 Unrealized -2.2%
MTD METTLER TOLEDO INTL 0.0%
Value $1.019M Shares 715 Est. Cost $777.01 Unrealized +79.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $1.009M Shares 7,730 Est. Cost $127.18 Unrealized +4.7%
GILD GILEAD SCIENCES 0.0%
Value $999K Shares 7,087 Est. Cost $62.84 Unrealized +92.4%
VEA VANGUARD 0.0%
Value $990K Shares 14,740 Est. Cost $48.51 Unrealized
MKC MCCORMICK & COMPANY 0.0%
Value $988K Shares 15,583 Est. Cost $62.97 Unrealized +4.7%
VUG VANGUARD 0.0%
Value $983K Shares 2,006 Est. Cost $283.90 Unrealized
MCO MOODYS CORP 0.0%
Value $981K Shares 1,891 Est. Cost $170.82 Unrealized +185.3%
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.0%
Value $978K Shares 60,593 Est. Cost $13.00 Unrealized -3.0%
SPG SIMON PROPERTIES GROUP (NEW) 0.0%
Value $974K Shares 5,279 Est. Cost $97.52 Unrealized +84.6%
FAST FASTENAL CO 0.0%
Value $964K Shares 21,930 Est. Cost $26.30 Unrealized +59.8%
DCI DONALDSON CO INC 0.0%
Value $963K Shares 9,533 Est. Cost $35.17 Unrealized +145.7%
AME AMETEK INC NEW 0.0%
Value $937K Shares 4,249 Est. Cost $179.05 Unrealized +8.6%
VTV VANGUARD 0.0%
Value $933K Shares 4,705 Est. Cost $153.49 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $926K Shares 15,691 Est. Cost $36.17 Unrealized +57.8%
LH LABCORP HOLDINGS INC 0.0%
Value $914K Shares 3,370 Est. Cost $266.78 Unrealized -0.6%
ENB ENBRIDGE INC 0.0%
Value $907K Shares 18,883 Est. Cost $22.69 Unrealized +107.7%
IWM ISHARES 0.0%
Value $900K Shares 3,398 Est. Cost $164.25 Unrealized
WWD WOODWARD INC COM 0.0%
Value $876K Shares 2,660 Est. Cost $247.84 Unrealized +10.9%
TEL TE 0.0%
Value $861K Shares 3,731 Est. Cost $176.42 Unrealized +31.1%
ESGV VANGUARD 0.0%
Value $853K Shares 6,950 Est. Cost $70.82 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value $849K Shares 9,790 Est. Cost $103.41 Unrealized -11.9%
OMC OMNICOM GROUP INC 0.0%
Value $847K Shares 10,860 Est. Cost $74.05 Unrealized +2.3%
Q QNITY ELECTRONICS INC 0.0%
Value $846K Shares 8,502 Est. Cost $84.91 Unrealized 0.0%
BN BROOKFIELD CORPORATION 0.0%
Value $832K Shares 17,535 Est. Cost $44.20 Unrealized +3.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $823K Shares 1,384 Est. Cost $409.11 Unrealized +16.4%
DD DUPONT DE NEMOURS INC 0.0%
Value $819K Shares 18,370 Est. Cost $29.41 Unrealized +27.1%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value $816K Shares 8,730 Est. Cost $89.67 Unrealized +2.0%
OTEX OPEN TEXT CORP 0.0%
Value $797K Shares 28,030 Est. Cost $31.62 Unrealized +12.0%
C CITIGROUP INC 0.0%
Value $791K Shares 6,890 Est. Cost $94.11 Unrealized +10.1%
WMG WARNER MUSIC GROUP CORP 0.0%
Value $784K Shares 25,900 Est. Cost $31.38 Unrealized -3.6%
SPOT SPOTIFY TECH 0.0%
Value $776K Shares 1,517 Est. Cost $688.93 Unrealized -9.3%
DOV DOVER CORP 0.0%
Value $772K Shares 3,725 Est. Cost $54.66 Unrealized +232.6%
MDT MEDTRONIC PLC 0.0%
Value $763K Shares 7,575 Est. Cost $92.33 Unrealized +5.2%
VEU VANGUARD 0.0%
Value $756K Shares 9,570 Est. Cost $54.04 Unrealized
BA BOEING CO 0.0%
Value $748K Shares 3,060 Est. Cost $164.11 Unrealized +25.3%
PPG PPG INDUSTRIES INC 0.0%
Value $733K Shares 6,650 Est. Cost $109.99 Unrealized -9.0%
CTVA CORTEVA INC 0.0%
Value $729K Shares 9,989 Est. Cost $41.43 Unrealized +55.8%
BDX BECTON DICKINSON 0.0%
Value $719K Shares 3,537 Est. Cost $202.04 Unrealized -6.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value $702K Shares 12,596 Est. Cost $50.28 Unrealized +6.8%
HAS HASBRO INC 0.0%
Value $700K Shares 7,800 Est. Cost $76.49 Unrealized +2.0%
XLK STATE STREET 0.0%
Value $697K Shares 4,708 Est. Cost $95.39 Unrealized
EFA ISHARES 0.0%
Value $689K Shares 6,749 Est. Cost $75.04 Unrealized
FANG DIAMONDBACK 0.0%
Value $684K Shares 4,300 Est. Cost $68.56 Unrealized +114.5%
A AGILENT TECHNOLOGIES 0.0%
Value $683K Shares 5,026 Est. Cost $119.97 Unrealized +19.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value $682K Shares 3,717 Est. Cost $133.32 Unrealized +51.3%
WPC W P CAREY INC 0.0%
Value $675K Shares 9,756 Est. Cost $67.17 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $665K Shares 10,458 Est. Cost $22.79 Unrealized +160.5%
RS RELIANCE STEEL & ALUMINUM 0.0%
Value $654K Shares 2,000 Est. Cost $300.03 Unrealized -6.4%
FSLR FIRST SOLAR INC 0.0%
Value $648K Shares 2,756 Est. Cost $44.35 Unrealized +468.6%
XPO XPO LOGISTICS INC 0.0%
Value $642K Shares 4,320 Est. Cost $129.79 Unrealized +5.0%
RSP INVESCO 0.0%
Value $642K Shares 3,226 Est. Cost $149.64 Unrealized
CCJ CAMECO CORP 0.0%
Value $630K Shares 5,000 Est. Cost $37.94 Unrealized +137.0%
CVS CVS HEALTH CORP 0.0%
Value $626K Shares 8,700 Est. Cost $59.10 Unrealized +33.1%
ORCL ORACLE CORP COM 0.0%
Value $625K Shares 3,572 Est. Cost $124.33 Unrealized +91.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $615K Shares 2,177 Est. Cost $308.93 Unrealized +9.2%
XLV STATE STREET 0.0%
Value $612K Shares 3,936 Est. Cost $146.04 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $610K Shares 1,205 Est. Cost $355.04 Unrealized +30.6%
ULTA ULTA BEAUTY INC 0.0%
Value $596K Shares 915 Est. Cost $397.39 Unrealized +38.3%
IJR ISHARES 0.0%
Value $596K Shares 4,666 Est. Cost $91.44 Unrealized
VAL VALARIS LTD 0.0%
Value $583K Shares 10,000 Est. Cost $42.88 Unrealized +25.2%
AFL AFLAC INC 0.0%
Value $583K Shares 5,375 Est. Cost $40.05 Unrealized +174.3%
GIS GENERAL MILLS INC 0.0%
Value $576K Shares 12,876 Est. Cost $34.47 Unrealized +37.7%
CMCSA COMCAST CORP 0.0%
Value $574K Shares 19,985 Est. Cost $31.58 Unrealized -9.7%
FTV FORTIVE CORP 0.0%
Value $572K Shares 10,770 Est. Cost $35.35 Unrealized +46.7%
PNC PNC FINANCIAL CORP 0.0%
Value $571K Shares 2,554 Est. Cost $98.47 Unrealized +95.8%
AMAT APPLIED MATERIALS INC 0.0%
Value $571K Shares 1,717 Est. Cost $196.62 Unrealized +21.8%
DIA SPDR 0.0%
Value $566K Shares 1,155 Est. Cost $173.70 Unrealized
IEFA ISHARES 0.0%
Value $552K Shares 5,788 Est. Cost $81.84 Unrealized
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value $544K Shares 1,533 Est. Cost $27.94 Unrealized +1483.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value $537K Shares 1,552 Est. Cost $328.86 Unrealized +1.6%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value $536K Shares 13,530 Est. Cost $60.01 Unrealized -39.7%
CBRE CBRE GROUP INC 0.0%
Value $530K Shares 3,130 Est. Cost $154.70 Unrealized +1.6%
IJK ISHARES 0.0%
Value $523K Shares 5,083 Est. Cost $75.54 Unrealized
PSX PHILLIPS 66 0.0%
Value $502K Shares 3,587 Est. Cost $103.68 Unrealized +29.3%
DBJP XTRACKERS 0.0%
Value $501K Shares 5,105 Est. Cost $45.84 Unrealized
POOL POOL CORP 0.0%
Value $496K Shares 1,875 Est. Cost $92.33 Unrealized +181.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $494K Shares 1,370 Est. Cost $212.87 Unrealized +35.5%
ARGT GLOBAL X MSCI ARGENTINA ETF 0.0%
Value $491K Shares 4,765 Est. Cost $84.46 Unrealized
KLAC KLA CORPORATION 0.0%
Value $487K Shares 301 Est. Cost $1056.64 Unrealized +10.9%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $486K Shares 6,000 Est. Cost $71.94 Unrealized -2.8%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value $483K Shares 1,517 Est. Cost $304.01 Unrealized +7.3%
MMM 3M COMPANY 0.0%
Value $481K Shares 3,041 Est. Cost $141.19 Unrealized +15.6%
TYL TYLER TECHNOLOGIES INC 0.0%
Value $477K Shares 1,120 Est. Cost $174.06 Unrealized +173.7%
COKE COCA COLA BOTTLING 0.0%
Value $470K Shares 3,120 Est. Cost $111.36 Unrealized +31.5%
TMUS T-MOBILE US INC 0.0%
Value $468K Shares 2,538 Est. Cost $161.44 Unrealized +30.9%
BLK BLACKROCK INC 0.0%
Value $460K Shares 416 Est. Cost $991.05 Unrealized +9.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $458K Shares 8,245 Est. Cost $45.22 Unrealized +5.1%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $456K Shares 1,533 Est. Cost $219.89 Unrealized +25.5%
ALLE ALLEGION PLC 0.0%
Value $441K Shares 2,640 Est. Cost $165.14 Unrealized +0.9%
CARR CARRIER GLOBAL CORP 0.0%
Value $437K Shares 7,659 Est. Cost $36.08 Unrealized +53.9%
CI CIGNA CORPORATION 0.0%
Value $423K Shares 1,566 Est. Cost $322.87 Unrealized -13.5%
PGR PROGRESSIVE CORP OHIO 0.0%
Value $416K Shares 2,001 Est. Cost $210.04 Unrealized +1.1%
BP BP PLC SPONSORED ADR 0.0%
Value $415K Shares 11,020 Est. Cost $37.32 Unrealized
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value $412K Shares 11,140 Est. Cost $39.82 Unrealized
WMB WILLIAMS COMPANIES 0.0%
Value $409K Shares 6,245 Est. Cost $57.82 Unrealized +3.9%
TEAM ATLASSIAN CORP CLASS A 0.0%
Value $407K Shares 3,038 Est. Cost $157.14 Unrealized -0.1%
VB VANGUARD 0.0%
Value $390K Shares 1,424 Est. Cost $176.25 Unrealized
IVE ISHARES 0.0%
Value $388K Shares 1,792 Est. Cost $139.79 Unrealized
INGR INGREDION INC 0.0%
Value $386K Shares 3,300 Est. Cost $128.89 Unrealized -12.5%
SEM SELECT MED HLDGS CORP 0.0%
Value $383K Shares 25,620 Est. Cost $16.93 Unrealized -16.7%
BTU PEABODY ENERGY 0.0%
Value $369K Shares 10,232 Est. Cost $21.52 Unrealized +36.4%
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value $367K Shares 10,000 Est. Cost $31.32 Unrealized +3.5%
WFC WELLS FARGO & CO (NEW) 0.0%
Value $358K Shares 4,038 Est. Cost $31.83 Unrealized +172.1%
UPS UNITED PARCEL SERVICE 0.0%
Value $358K Shares 3,340 Est. Cost $115.04 Unrealized -19.4%
DOW DOW INC 0.0%
Value $358K Shares 12,868 Est. Cost $45.47 Unrealized -49.9%
MRSH MARSH & MCLENNAN 0.0%
Value $347K Shares 1,934 Est. Cost $86.23 Unrealized +116.2%
AR ANTERO RESOURCES CORP 0.0%
Value $344K Shares 10,000 Est. Cost $33.33 Unrealized +1.6%
IJH ISHARES 0.0%
Value $344K Shares 4,935 Est. Cost $82.30 Unrealized
IWS ISHARES 0.0%
Value $335K Shares 2,259 Est. Cost $91.80 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $330K Shares 1,428 Est. Cost $136.09 Unrealized +56.2%
ADSK AUTODESK INC 0.0%
Value $327K Shares 1,220 Est. Cost $227.04 Unrealized +33.3%
YUM YUM! BRANDS 0.0%
Value $326K Shares 2,119 Est. Cost $87.09 Unrealized +69.6%
DSI ISHARES 0.0%
Value $317K Shares 2,402 Est. Cost $112.20 Unrealized
PEN PENUMBRA INC 0.0%
Value $316K Shares 880 Est. Cost $188.96 Unrealized +46.2%
TSM TAIWAN SEMICONDUCTER ADR 0.0%
Value $298K Shares 881 Est. Cost $104.29 Unrealized
VO VANGUARD 0.0%
Value $297K Shares 990 Est. Cost $210.92 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT LTD 0.0%
Value $296K Shares 5,730 Est. Cost $58.69 Unrealized -8.9%
VONG VANGUARD 0.0%
Value $294K Shares 2,407 Est. Cost $70.53 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value $291K Shares 3,214 Est. Cost $90.24 Unrealized -1.1%
PODD INSULET CORP 0.0%
Value $283K Shares 1,067 Est. Cost $46.35 Unrealized +574.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value $282K Shares 2,799 Est. Cost $97.01 Unrealized +11.8%
IWV ISHARES 0.0%
Value $281K Shares 710 Est. Cost $256.40 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $279K Shares 2,175 Est. Cost $53.99 Unrealized
TGT TARGET CORP 0.0%
Value $279K Shares 2,676 Est. Cost $63.80 Unrealized +43.6%
LRCX LAM RESEARCH CORP 0.0%
Value $267K Shares 1,120 Est. Cost $110.86 Unrealized +40.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value $260K Shares 5,000 Est. Cost $19.09 Unrealized +121.4%
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value $255K Shares 6,473 Est. Cost $27.30 Unrealized +24.0%
J JACOBS SOLUTIONS INC 0.0%
Value $252K Shares 1,845 Est. Cost $93.69 Unrealized +56.3%
MTB M & T BANK CORP 0.0%
Value $251K Shares 1,155 Est. Cost $138.92 Unrealized +36.8%
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value $250K Shares 500 Est. Cost $373.08 Unrealized +36.9%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $248K Shares 2,995 Est. Cost $61.28 Unrealized +42.7%
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value $247K Shares 10,000 Est. Cost $12.85 Unrealized +77.0%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value $247K Shares 2,065 Est. Cost $82.97 Unrealized +41.9%
ED CONSOLIDATED EDISON INC 0.0%
Value $242K Shares 2,300 Est. Cost $70.59 Unrealized +39.9%
F FORD MOTOR CO 0.0%
Value $236K Shares 16,955 Est. Cost $11.87 Unrealized +8.1%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value $236K Shares 5,300 Est. Cost $27.59 Unrealized +50.6%
AZO AUTOZONE INC 0.0%
Value $236K Shares 62 Est. Cost $3321.32 Unrealized +13.7%
VONV VANGUARD 0.0%
Value $236K Shares 2,450 Est. Cost $70.29 Unrealized
SO SOUTHERN CO 0.0%
Value $235K Shares 2,646 Est. Cost $52.34 Unrealized +73.7%
MMYT MAKEMYTRIP LTD 0.0%
Value $233K Shares 3,715 Est. Cost $95.21 Unrealized -13.8%
IJJ ISHARES 0.0%
Value $227K Shares 1,650 Est. Cost $95.72 Unrealized
EQIX EQUINIX INC 0.0%
Value $221K Shares 273 Est. Cost $594.10 Unrealized +31.5%
KNSL KINSALE CAP GROUP 0.0%
Value $213K Shares 550 Est. Cost $163.70 Unrealized +149.0%
GD GENERAL DYNAMICS CORP 0.0%
Value $211K Shares 575 Est. Cost $173.70 Unrealized +96.2%
IBDT ISHARES 0.0%
Value $204K Shares 8,000 Est. Cost $25.06 Unrealized
EBAY EBAY INC 0.0%
Value $204K Shares 2,140 Est. Cost $57.72 Unrealized +49.6%
IJT ISHARES 0.0%
Value $200K Shares 1,340 Est. Cost $133.68 Unrealized
TRV THE TRAVELERS COMPANIES 0.0%
Value $197K Shares 700 Est. Cost $145.57 Unrealized +92.8%
OKE ONEOK INC (NEW) 0.0%
Value $196K Shares 2,525 Est. Cost $51.21 Unrealized +37.6%
D DOMINION ENERGY INC 0.0%
Value $193K Shares 3,155 Est. Cost $47.14 Unrealized +26.8%
GS GOLDMAN SACHS 0.0%
Value $188K Shares 202 Est. Cost $322.22 Unrealized +152.4%
VCR VANGUARD 0.0%
Value $187K Shares 462 Est. Cost $141.50 Unrealized
HUBB HUBBELL INC 0.0%
Value $184K Shares 381 Est. Cost $437.22 Unrealized 0.0%
ETN EATON CORP 0.0%
Value $184K Shares 540 Est. Cost $236.34 Unrealized +50.0%
EL ESTEE LAUDER COMPANIES 0.0%
Value $183K Shares 1,575 Est. Cost $142.41 Unrealized -32.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $183K Shares 2,249 Est. Cost $77.45 Unrealized +16.3%
NTRS NORTHERN TRUST CORP 0.0%
Value $180K Shares 1,200 Est. Cost $68.90 Unrealized +89.7%
ARKK ARK 0.0%
Value $179K Shares 2,243 Est. Cost $46.35 Unrealized
DBEU XTRACKERS 0.0%
Value $178K Shares 3,600 Est. Cost $34.17 Unrealized
COR CENCORA INC 0.0%
Value $178K Shares 500 Est. Cost $227.88 Unrealized +49.5%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value $177K Shares 970 Est. Cost $122.26 Unrealized +58.1%
VGT VANGUARD 0.0%
Value $177K Shares 230 Est. Cost $769.90 Unrealized
DISV DIMENSIONAL 0.0%
Value $176K Shares 6,060 Est. Cost $29.08 Unrealized
TWLO TWILIO INC 0.0%
Value $173K Shares 1,295 Est. Cost $180.92 Unrealized -31.5%
HPQ HP INC 0.0%
Value $171K Shares 8,851 Est. Cost $11.58 Unrealized +118.1%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value $167K Shares 1,060 Est. Cost $140.91 Unrealized +14.4%
RRC RANGE RES CORP 0.0%
Value $167K Shares 4,680 Est. Cost $12.55 Unrealized +196.8%
KDP KEURIG DR PEPPER INC 0.0%
Value $166K Shares 6,000 Est. Cost $29.22 Unrealized -6.8%
MTUS METALLUS INC 0.0%
Value $164K Shares 8,333 Est. Cost $13.66 Unrealized +25.5%
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value $163K Shares 2,237 Est. Cost $76.34 Unrealized -3.6%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $161K Shares 9,169 Est. Cost $15.68 Unrealized 0.0%
VRT VERTIV HOLDINGS A 0.0%
Value $161K Shares 850 Est. Cost $108.68 Unrealized +59.7%
VGIT VANGUARD 0.0%
Value $160K Shares 2,676 Est. Cost $58.90 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $159K Shares 1,220 Est. Cost $74.11 Unrealized +77.5%
IWR ISHARES 0.0%
Value $159K Shares 1,579 Est. Cost $81.13 Unrealized
ARKW ARK 0.0%
Value $158K Shares 1,086 Est. Cost $96.96 Unrealized
IWP ISHARES 0.0%
Value $157K Shares 1,122 Est. Cost $102.70 Unrealized
MDB MONGODB INC 0.0%
Value $157K Shares 380 Est. Cost $309.26 Unrealized +17.6%
AVAV AEROVIRONMENT INC 0.0%
Value $155K Shares 500 Est. Cost $110.08 Unrealized +185.6%
USB US BANCORP 0.0%
Value $155K Shares 2,735 Est. Cost $33.01 Unrealized +47.6%
AVY AVERY DENNISON CORP 0.0%
Value $153K Shares 816 Est. Cost $172.71 Unrealized -0.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value $151K Shares 3,835 Est. Cost $24.68 Unrealized +40.7%
BTI BRITISH AMERICAN TOBACCO 0.0%
Value $149K Shares 2,475 Est. Cost $81.61 Unrealized
XLE STATE STREET 0.0%
Value $149K Shares 3,000 Est. Cost $58.90 Unrealized
DXCM DEXCOM INC 0.0%
Value $146K Shares 1,988 Est. Cost $93.00 Unrealized -30.5%
ULS UL SOLUTIONS INC CL A 0.0%
Value $145K Shares 2,000 Est. Cost $68.16 Unrealized +17.8%
BBT BEACON FINANCIAL CORP 0.0%
Value $143K Shares 5,031 Est. Cost $24.98 Unrealized -0.2%
TRP TC ENERGY CORPORATION 0.0%
Value $142K Shares 2,455 Est. Cost $38.13 Unrealized +39.9%
NEM NEWMONT MINING CORP 0.0%
Value $140K Shares 1,105 Est. Cost $40.06 Unrealized +125.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $135K Shares 343 Est. Cost $417.12 Unrealized -0.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $133K Shares 460 Est. Cost $152.33 Unrealized +138.4%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $131K Shares 1,100 Est. Cost $44.70 Unrealized +147.2%
XEL XCEL ENERGY INC COM 0.0%
Value $130K Shares 1,700 Est. Cost $50.17 Unrealized +56.1%
SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%
Value $129K Shares 2,068 Est. Cost $47.08 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $127K Shares 1,582 Est. Cost $79.46 Unrealized -2.0%
ESGU ISHARES 0.0%
Value $127K Shares 837 Est. Cost $97.46 Unrealized
GM GENERAL MOTORS CO 0.0%
Value $126K Shares 1,460 Est. Cost $51.75 Unrealized +36.0%
MNRO MONRO MUFFLER & BRAKE INC 0.0%
Value $125K Shares 6,250 Est. Cost $44.03 Unrealized -58.2%
VRSN VERISIGN 0.0%
Value $125K Shares 500 Est. Cost $215.84 Unrealized +16.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $115K Shares 1,233 Est. Cost $96.15 Unrealized +2.0%
ATR APTARGROUP INC 0.0%
Value $115K Shares 920 Est. Cost $118.36 Unrealized +3.9%
VWO VANGUARD 0.0%
Value $114K Shares 1,986 Est. Cost $45.35 Unrealized
CSX CSX CORP 0.0%
Value $114K Shares 3,020 Est. Cost $30.46 Unrealized +17.2%
IXUS ISHARES 0.0%
Value $112K Shares 1,233 Est. Cost $60.51 Unrealized
CW CURTISS-WRIGHT CORPORATION 0.0%
Value $110K Shares 167 Est. Cost $557.64 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $109K Shares 7,107 Est. Cost $37.68 Unrealized -57.9%
TD TORONTO-DOMINION BANK 0.0%
Value $107K Shares 1,118 Est. Cost $66.13 Unrealized +27.7%
GWW GRAINGER (WW) INC 0.0%
Value $106K Shares 100 Est. Cost $952.71 Unrealized +1.7%
WY WEYERHAEUSER 0.0%
Value $105K Shares 4,000 Est. Cost $31.03 Unrealized -25.9%
FDX FEDEX CORP 0.0%
Value $105K Shares 335 Est. Cost $209.76 Unrealized +24.7%
SJM SMUCKER J M CO 0.0%
Value $104K Shares 986 Est. Cost $92.00 Unrealized +11.8%
IEMG ISHARES 0.0%
Value $103K Shares 1,397 Est. Cost $67.61 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $103K Shares 350 Est. Cost $100.83 Unrealized +96.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $102K Shares 150 Est. Cost $303.59 Unrealized +90.7%
SBR SABINE ROYALTY TRUST 0.0%
Value $101K Shares 1,437 Est. Cost $59.93 Unrealized
CPNG COUPANG INC 0.0%
Value $100K Shares 5,000 Est. Cost $28.16 Unrealized +1.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $100K Shares 633 Est. Cost $118.30 Unrealized +14.7%
UBCP UNITED BANCORP INC 0.0%
Value $96,838 Shares 6,917 Est. Cost $7.12 Unrealized +88.3%
NTES NETEASE INC SPONSORED ADR 0.0%
Value $92,302 Shares 700 Est. Cost $119.94 Unrealized
ASGN ASGN INC 0.0%
Value $92,248 Shares 1,822 Est. Cost $102.18 Unrealized -54.9%
FE FIRSTENERGY CORP 0.0%
Value $91,761 Shares 1,931 Est. Cost $32.40 Unrealized +41.1%
EFG ISHARES 0.0%
Value $91,168 Shares 749 Est. Cost $105.89 Unrealized
VST VISTRA ENERGY CORP 0.0%
Value $90,343 Shares 550 Est. Cost $82.71 Unrealized +119.9%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $90,342 Shares 1,202 Est. Cost $62.97 Unrealized -2.6%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value $88,495 Shares 4,097 Est. Cost $7.52 Unrealized +211.5%
ALL ALLSTATE INSURANCE 0.0%
Value $87,647 Shares 450 Est. Cost $119.36 Unrealized +71.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value $87,619 Shares 950 Est. Cost $54.06 Unrealized +55.1%
SCCO SOUTHERN COPPER 0.0%
Value $82,028 Shares 421 Est. Cost $48.64 Unrealized +173.0%
EML EASTERN CO 0.0%
Value $81,000 Shares 4,500 Est. Cost $27.18 Unrealized -25.5%
RAL RALLIANT CORPORATION 0.0%
Value $80,939 Shares 1,518 Est. Cost $44.46 Unrealized +5.4%
AMTM AMENTUM 0.0%
Value $76,894 Shares 2,174 Est. Cost $28.06 Unrealized -8.9%
SEIC SEI CORP 0.0%
Value $76,176 Shares 900 Est. Cost $58.40 Unrealized +39.9%
STZ CONSTELLATION BRANDS CL A 0.0%
Value $75,788 Shares 470 Est. Cost $192.06 Unrealized -28.7%
PRGS PROGRESS SOFTWARE 0.0%
Value $74,988 Shares 1,800 Est. Cost $45.01 Unrealized -3.2%
APP APPLOVIN CORP 0.0%
Value $73,381 Shares 135 Est. Cost $67.99 Unrealized +826.8%
TW TRADEWEB MARKETS INC 0.0%
Value $72,695 Shares 700 Est. Cost $112.64 Unrealized -4.7%
LNC LINCOLN NATIONAL CORP 0.0%
Value $71,808 Shares 1,757 Est. Cost $51.23 Unrealized -19.6%
AJG GALLAGHER (ARTHUR J) 0.0%
Value $71,487 Shares 295 Est. Cost $276.12 Unrealized -4.3%
SRE SEMPRA ENERGY 0.0%
Value $69,688 Shares 800 Est. Cost $67.12 Unrealized +34.9%
ENPH ENPHASE ENERGY 0.0%
Value $69,476 Shares 1,740 Est. Cost $129.68 Unrealized -75.0%
SOLV SOLVENTUM CORPORATION 0.0%
Value $68,063 Shares 877 Est. Cost $74.50 Unrealized +2.8%
IGSB ISHARES 0.0%
Value $67,388 Shares 1,271 Est. Cost $51.07 Unrealized
SHM SPDR 0.0%
Value $65,138 Shares 1,350 Est. Cost $48.79 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $64,452 Shares 600 Est. Cost $81.95 Unrealized +30.0%
XBI SPDR 0.0%
Value $64,265 Shares 500 Est. Cost $92.61 Unrealized
KVUE KENVUE INC 0.0%
Value $62,808 Shares 3,589 Est. Cost $18.50 Unrealized -12.1%
MGV VANGUARD 0.0%
Value $57,590 Shares 393 Est. Cost $138.28 Unrealized
AON AON PLC CLASS A 0.0%
Value $57,551 Shares 174 Est. Cost $349.16 Unrealized 0.0%
EEM ISHARES 0.0%
Value $56,539 Shares 937 Est. Cost $49.46 Unrealized
ITOT ISHARES 0.0%
Value $54,169 Shares 356 Est. Cost $91.79 Unrealized
NXT NEXTRACKER INC CLASS A 0.0%
Value $52,955 Shares 500 Est. Cost $48.45 Unrealized +87.2%
CAR AVIS BUDGET GROUP INC 0.0%
Value $52,884 Shares 450 Est. Cost $78.76 Unrealized +77.1%
VNLA JANUS HENDERSON 0.0%
Value $49,517 Shares 1,004 Est. Cost $49.57 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $49,088 Shares 695 Est. Cost $63.14 Unrealized +10.2%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value $48,734 Shares 1,400 Est. Cost $67.21 Unrealized -48.1%
IBDR ISHARES 0.0%
Value $48,560 Shares 2,000 Est. Cost $23.96 Unrealized
NVT NVENT 0.0%
Value $45,264 Shares 400 Est. Cost $103.61 Unrealized 0.0%
SPIB SPDR 0.0%
Value $44,409 Shares 1,310 Est. Cost $32.51 Unrealized
UGI UGI CORP NEW 0.0%
Value $44,047 Shares 1,102 Est. Cost $44.99 Unrealized -21.3%
BF/A BROWN FORMAN CORP 0.0%
Value $43,273 Shares 1,595 Est. Cost $62.89 Unrealized -55.9%
OZK BANK OZK 0.0%
Value $43,218 Shares 930 Est. Cost $35.29 Unrealized +31.1%
ARM ARM HOLDINGS PLC 0.0%
Value $43,080 Shares 375 Est. Cost $114.88 Unrealized
SIRI SIRIUS XM 0.0%
Value $43,005 Shares 2,130 Est. Cost $31.06 Unrealized -30.8%
JPST JPMORGAN 0.0%
Value $42,469 Shares 837 Est. Cost $50.36 Unrealized
KAI KADANT INC 0.0%
Value $41,592 Shares 130 Est. Cost $171.97 Unrealized +65.0%
CASY CASEYS GENERAL STORE INC 0.0%
Value $41,342 Shares 67 Est. Cost $289.31 Unrealized +90.0%
NET CLOUDFLARE INC CL A 0.0%
Value $41,190 Shares 200 Est. Cost $211.53 Unrealized 0.0%
O REALTY INCOME CORPORATION 0.0%
Value $40,573 Shares 666 Est. Cost $54.90 Unrealized +4.5%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value $39,685 Shares 1,008 Est. Cost $13.98 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value $39,133 Shares 1,364 Est. Cost $31.09 Unrealized 0.0%
GSK GLAXOSMITHKLINE PLC ADR 0.0%
Value $38,608 Shares 760 Est. Cost $35.64 Unrealized
COGT COGENT BIOSCIENCES 0.0%
Value $38,510 Shares 1,000 Est. Cost $9.74 Unrealized +188.7%
BCPC BALCHEM CORP 0.0%
Value $38,203 Shares 230 Est. Cost $41.81 Unrealized +263.0%
VTR VENTAS INC 0.0%
Value $37,975 Shares 500 Est. Cost $47.45 Unrealized +58.0%
ELV ELEVANCE HEALTH INC 0.0%
Value $37,781 Shares 117 Est. Cost $336.70 Unrealized 0.0%
ALC ALCON INC 0.0%
Value $37,443 Shares 463 Est. Cost $89.86 Unrealized -14.3%
VLO VALERO ENERGY CORP 0.0%
Value $36,582 Shares 200 Est. Cost $110.52 Unrealized +52.8%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.0%
Value $35,656 Shares 233 Est. Cost $89.88 Unrealized +61.0%
NUE NUCOR CORP 0.0%
Value $34,716 Shares 200 Est. Cost $126.78 Unrealized +18.1%
VTRS VIATRIS INC 0.0%
Value $34,007 Shares 2,592 Est. Cost $11.40 Unrealized -6.0%
TTEK TETRA TECH INC 0.0%
Value $33,597 Shares 900 Est. Cost $41.49 Unrealized -18.5%
SPHQ INVESCO 0.0%
Value $33,454 Shares 430 Est. Cost $77.80 Unrealized
LLYVK LIBERTY LIVE HOLDINGS INC 0.0%
Value $33,378 Shares 392 Est. Cost $85.87 Unrealized 0.0%
CDZI CADIZ INC 0.0%
Value $32,250 Shares 5,000 Est. Cost $3.36 Unrealized +59.5%
KIM KIMCO REALTY CORP 0.0%
Value $31,242 Shares 1,492 Est. Cost $17.51 Unrealized +17.5%
NTAP NETAPP INC 0.0%
Value $29,967 Shares 300 Est. Cost $60.52 Unrealized +87.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $29,665 Shares 494 Est. Cost $156.58 Unrealized -55.6%
FWONK LIBERTY MEDIA CORPORATION 0.0%
Value $29,578 Shares 332 Est. Cost $65.69 Unrealized
VSTM VERASTEM INC 0.0%
Value $29,250 Shares 4,500 Est. Cost $4.81 Unrealized +85.3%
QSR RESTAURANT BRANDS 0.0%
Value $29,160 Shares 432 Est. Cost $68.91 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value $28,448 Shares 100 Est. Cost $269.86 Unrealized +0.3%
AAXJ ISHARES 0.0%
Value $28,166 Shares 276 Est. Cost $93.63 Unrealized
BABA ALIBABA GROUP 0.0%
Value $27,981 Shares 162 Est. Cost $154.78 Unrealized
AMLX AMYLYX PHARMACEUTICALS INC 0.0%
Value $27,892 Shares 1,803 Est. Cost $27.01 Unrealized -49.7%
MIRM MIRUM PHARMACEUTICALS 0.0%
Value $27,597 Shares 278 Est. Cost $71.78 Unrealized 0.0%
AGG ISHARES 0.0%
Value $27,252 Shares 272 Est. Cost $100.19 Unrealized
ONON ON HOLDING AG CL A 0.0%
Value $26,857 Shares 590 Est. Cost $39.28 Unrealized +9.7%
ADAMS NATURAL RESOURCES FUND INC 0.0%
Value $26,537 Shares 1,108 Est. Cost $16.54 Unrealized
IBB ISHARES 0.0%
Value $26,535 Shares 150 Est. Cost $156.56 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value $23,973 Shares 1,225 Est. Cost $75.68 Unrealized -73.6%
HUM HUMANA INC 0.0%
Value $23,912 Shares 115 Est. Cost $436.73 Unrealized -40.2%
ACWI ISHARES 0.0%
Value $23,530 Shares 160 Est. Cost $147.06 Unrealized
BNTX BIONTECH SE ADR 0.0%
Value $22,675 Shares 190 Est. Cost $92.49 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value $22,277 Shares 50 Est. Cost $140.00 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value $21,389 Shares 799 Est. Cost $33.28 Unrealized -15.9%
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value $20,761 Shares 926 Est. Cost $41.41 Unrealized
RUN SUNRUN INC 0.0%
Value $20,720 Shares 1,000 Est. Cost $61.05 Unrealized -68.6%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value $20,452 Shares 905 Est. Cost $16.85 Unrealized
RACE FERRARI NV 0.0%
Value $20,244 Shares 60 Est. Cost $400.15 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.0%
Value $20,209 Shares 168 Est. Cost $88.49 Unrealized +37.4%
KD KYNDRYL HOLDINGS INCORPORATION 0.0%
Value $19,731 Shares 828 Est. Cost $21.10 Unrealized +28.5%
REAL REALREAL INC 0.0%
Value $19,340 Shares 1,202 Est. Cost $1.95 Unrealized +570.8%
SCZ ISHARES 0.0%
Value $19,198 Shares 230 Est. Cost $64.39 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $18,639 Shares 100 Est. Cost $341.13 Unrealized -46.9%
T AT&T INC 0.0%
Value $18,285 Shares 795 Est. Cost $15.76 Unrealized +60.4%
CRWD CROWDSTRIKE HOLDINGS INC CLASS A 0.0%
Value $17,160 Shares 36 Est. Cost $331.18 Unrealized +53.8%
HOOD ROBINHOOD MARKETS INC CLASS A 0.0%
Value $16,838 Shares 160 Est. Cost $59.18 Unrealized +119.7%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value $16,585 Shares 500 Est. Cost $25.26 Unrealized
KR KROGER CO 0.0%
Value $15,652 Shares 252 Est. Cost $36.29 Unrealized +79.7%
VDE VANGUARD 0.0%
Value $15,136 Shares 108 Est. Cost $112.89 Unrealized
PHO INVESCO 0.0%
Value $15,069 Shares 206 Est. Cost $52.78 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value $14,491 Shares 178 Est. Cost $49.10 Unrealized +45.9%
LLYVA LIBERTY LIVE HOLDINGS INC 0.0%
Value $14,276 Shares 172 Est. Cost $83.24 Unrealized 0.0%
SAM BOSTON BEER COMPANY 0.0%
Value $13,808 Shares 63 Est. Cost $236.77 Unrealized -12.9%
WEN WENDYS COMPANY 0.0%
Value $13,614 Shares 1,706 Est. Cost $8.63 Unrealized 0.0%
FWONA LIBERTY MEDIA CORPORATION 0.0%
Value $13,508 Shares 166 Est. Cost $58.67 Unrealized
MTN VAIL RESORTS INC 0.0%
Value $12,683 Shares 95 Est. Cost $108.47 Unrealized +35.7%
SMCI SUPER MICRO COMPUTER 0.0%
Value $12,480 Shares 400 Est. Cost $37.94 Unrealized +8.5%
AEG AEGON LTD 0.0%
Value $12,429 Shares 1,610 Est. Cost $5.78 Unrealized
URI UNITED RENTALS INC 0.0%
Value $11,796 Shares 13 Est. Cost $867.08 Unrealized 0.0%
TPZ TORTOISE CAPITAL 0.0%
Value $11,366 Shares 542 Est. Cost $20.79 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value $9,932 Shares 490 Est. Cost $14.97 Unrealized +21.7%
HLN HALEON PLC 0.0%
Value $9,899 Shares 950 Est. Cost $8.38 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value $9,859 Shares 9 Est. Cost $960.73 Unrealized 0.0%
HRI HERC HOLDINGS INC 0.0%
Value $9,718 Shares 62 Est. Cost $135.97 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value $8,844 Shares 48 Est. Cost $122.14 Unrealized +49.1%
HXL HEXCEL CORP NEW 0.0%
Value $8,157 Shares 100 Est. Cost $57.65 Unrealized +22.6%
PHG KONINKLIJKE PHILIPS ELECTRONICS 0.0%
Value $7,823 Shares 265 Est. Cost $29.52 Unrealized
RYN RAYONIER INC 0.0%
Value $7,616 Shares 330 Est. Cost $23.08 Unrealized
XLI STATE STREET 0.0%
Value $7,592 Shares 46 Est. Cost $154.78 Unrealized
NAK NORTHERN DYNASTY 0.0%
Value $7,530 Shares 3,000 Est. Cost $0.56 Unrealized +241.9%
CC THE CHEMOURS COMPANY 0.0%
Value $7,190 Shares 460 Est. Cost $27.18 Unrealized -52.9%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value $7,098 Shares 38 Est. Cost $280.45 Unrealized -31.3%
ZION ZIONS BANCORP 0.0%
Value $7,096 Shares 120 Est. Cost $56.00 Unrealized -2.8%
NOK NOKIA CORP ADR 0.0%
Value $6,940 Shares 1,000 Est. Cost $5.31 Unrealized
OGN ORGANON & CO 0.0%
Value $6,237 Shares 693 Est. Cost $26.93 Unrealized -70.7%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value $5,806 Shares 100 Est. Cost $65.64 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value $5,732 Shares 72 Est. Cost $82.94 Unrealized 0.0%
VSGX VANGUARD 0.0%
Value $5,700 Shares 74 Est. Cost $77.03 Unrealized
MET METLIFE INC 0.0%
Value $5,676 Shares 74 Est. Cost $78.93 Unrealized 0.0%
NVAX NOVAVAX INC 0.0%
Value $5,597 Shares 570 Est. Cost $7.86 Unrealized -4.1%
SPMD SPDR 0.0%
Value $5,497 Shares 90 Est. Cost $42.71 Unrealized
AIG AMERICAN INTL GROUP 0.0%
Value $5,318 Shares 72 Est. Cost $79.68 Unrealized 0.0%
SPSM SPDR 0.0%
Value $5,226 Shares 105 Est. Cost $35.89 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value $4,581 Shares 466 Est. Cost $48.91 Unrealized -80.2%
RMD RESMED INC 0.0%
Value $4,344 Shares 17 Est. Cost $217.42 Unrealized +17.5%
RELX RELX PLC SPONSORED ADR 0.0%
Value $4,296 Shares 112 Est. Cost $38.36 Unrealized
FRGE FORGE GLOBAL HOLDINGS INC 0.0%
Value $3,925 Shares 88 Est. Cost $13.71 Unrealized +146.6%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value $3,014 Shares 210 Est. Cost $21.76 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value $2,984 Shares 400 Est. Cost $36.17 Unrealized -78.1%
VSNT VERSANT MEDIA GROUP INC CL A 0.0%
Value $2,919 Shares 88 Est. Cost $46.58 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value $2,452 Shares 12 Est. Cost $136.18 Unrealized +48.1%
ZM ZOOM COMMUNICATIONS-A 0.0%
Value $1,605 Shares 17 Est. Cost $333.04 Unrealized -74.7%
EMN EASTMAN CHEMICAL CO 0.0%
Value $1,516 Shares 22 Est. Cost $81.71 Unrealized -25.4%
WAB WABTEC CORP 0.0%
Value $926 Shares 4 Est. Cost $87.97 Unrealized +133.4%
MGNX MACROGENICS INC 0.0%
Value $392 Shares 213 Est. Cost $29.29 Unrealized -94.6%
CHPT CHARGEPOINT HOLDINGS INC 0.0%
Value $292 Shares 45 Est. Cost $11.45 Unrealized -17.4%
GME GAMESTOP CORP 0.0%
Value $291 Shares 12 Est. Cost $36.61 Unrealized -38.7%
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value $118 Shares 10 Est. Cost $25.63 Unrealized -62.6%
RIGL RIGEL PHARMACEUTICALS INC 0.0%
Value $101 Shares 3 Est. Cost $11.76 Unrealized +220.6%
GME/WS GAMESTOP CORP 0.0%
Value $4 Shares 1 Est. Cost $4.00 Unrealized