HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

Location: Bethesda, MD

CIK: 0000937589 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 29, 2024

Total Value: $2.834B

Holdings (255)

AAPL APPLE INC 4.6%
Value $130M Shares 759,233 Est. Cost $83.43 Unrealized +116.1%
MSFT MICROSOFT CORP 4.6%
Value $129M Shares 307,024 Est. Cost $33.52 Unrealized +1091.0%
PANW PALO ALTO NETWORKS INC 3.0%
Value $84.86M Shares 298,683 Est. Cost $68.10 Unrealized +131.6%
AVGO BROADCOM INC 2.9%
Value $82.65M Shares 62,355 Est. Cost $21.45 Unrealized +465.1%
MA MASTERCARD INCORPORATED 2.4%
Value $67.23M Shares 139,604 Est. Cost $83.32 Unrealized +443.2%
GOOGL ALPHABET INC 2.3%
Value $64.4M Shares 426,660 Est. Cost $106.44 Unrealized +33.4%
GOOG ALPHABET INC 2.2%
Value $62.99M Shares 413,688 Est. Cost $106.99 Unrealized +33.9%
MAR MARRIOTT INTL INC NEW 2.1%
Value $59.46M Shares 235,662 Est. Cost $41.37 Unrealized +474.6%
AMZN AMAZON COM INC 2.1%
Value $59.27M Shares 328,614 Est. Cost $121.66 Unrealized +37.2%
CAT CATERPILLAR INC 1.8%
Value $50.58M Shares 138,041 Est. Cost $63.29 Unrealized +391.5%
CRM SALESFORCE INC 1.7%
Value $49.47M Shares 164,255 Est. Cost $166.70 Unrealized +71.1%
HD HOME DEPOT INC 1.7%
Value $49.09M Shares 127,985 Est. Cost $87.11 Unrealized +300.1%
DIS DISNEY WALT CO 1.6%
Value $46.64M Shares 381,144 Est. Cost $79.66 Unrealized +28.5%
JPM JPMORGAN CHASE & CO 1.6%
Value $45.41M Shares 226,717 Est. Cost $45.83 Unrealized +278.8%
NVDA NVIDIA CORPORATION 1.5%
Value $43.89M Shares 48,573 Est. Cost $18.16 Unrealized +298.9%
AXP AMERICAN EXPRESS CO 1.4%
Value $40.77M Shares 179,068 Est. Cost $61.37 Unrealized +230.6%
MLM MARTIN MARIETTA MATLS INC 1.4%
Value $39.39M Shares 64,165 Est. Cost $121.91 Unrealized +342.9%
MRK MERCK & CO INC 1.3%
Value $36.28M Shares 274,950 Est. Cost $40.51 Unrealized +185.8%
VB VANGUARD INDEX FDS 1.2%
Value $35.25M Shares 154,209 Est. Cost $96.69 Unrealized
WMT WALMART INC 1.2%
Value $34.56M Shares 574,330 Est. Cost $44.36 Unrealized +26.3%
CSCO CISCO SYS INC 1.2%
Value $33.93M Shares 679,854 Est. Cost $17.98 Unrealized +162.5%
UNH UNITEDHEALTH GROUP INC 1.1%
Value $32.33M Shares 65,356 Est. Cost $213.57 Unrealized +128.9%
BLACKROCK INC 1.1%
Value $32.01M Shares 38,391 Est. Cost $426.65 Unrealized
STZ CONSTELLATION BRANDS INC 1.1%
Value $31.78M Shares 116,937 Est. Cost $88.98 Unrealized +173.5%
MDY SPDR S&P MIDCAP 400 ETF TR 1.1%
Value $30.38M Shares 54,596 Est. Cost $213.13 Unrealized
NKE NIKE INC 1.1%
Value $30.23M Shares 321,663 Est. Cost $59.24 Unrealized +65.1%
MCD MCDONALDS CORP 1.0%
Value $29.67M Shares 105,242 Est. Cost $84.04 Unrealized +230.8%
ZTS ZOETIS INC 1.0%
Value $29.41M Shares 173,784 Est. Cost $40.38 Unrealized +354.2%
BAC BANK AMERICA CORP 1.0%
Value $29.16M Shares 768,903 Est. Cost $16.43 Unrealized +99.7%
GS GOLDMAN SACHS GROUP INC 1.0%
Value $28.43M Shares 68,074 Est. Cost $143.45 Unrealized +159.5%
RTX RTX CORPORATION 1.0%
Value $27.85M Shares 285,567 Est. Cost $58.51 Unrealized +48.4%
FDX FEDEX CORP 0.9%
Value $26.74M Shares 92,296 Est. Cost $138.61 Unrealized +73.0%
JNJ JOHNSON & JOHNSON 0.9%
Value $26.5M Shares 167,551 Est. Cost $70.32 Unrealized +113.6%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value $25.69M Shares 44,202 Est. Cost $290.46 Unrealized +92.0%
MS MORGAN STANLEY 0.9%
Value $25.41M Shares 269,887 Est. Cost $27.57 Unrealized +201.8%
CVX CHEVRON CORP NEW 0.9%
Value $25.16M Shares 159,536 Est. Cost $73.81 Unrealized +88.3%
COP CONOCOPHILLIPS 0.9%
Value $24.79M Shares 194,739 Est. Cost $41.79 Unrealized +157.6%
TROW PRICE T ROWE GROUP INC 0.8%
Value $23.91M Shares 196,148 Est. Cost $60.79 Unrealized +67.4%
INTC INTEL CORP 0.8%
Value $23.18M Shares 524,672 Est. Cost $18.44 Unrealized +138.9%
EQIX EQUINIX INC 0.8%
Value $22.46M Shares 27,219 Est. Cost $423.69 Unrealized +90.6%
C CITIGROUP INC 0.8%
Value $22.31M Shares 352,753 Est. Cost $39.87 Unrealized +31.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value $21.97M Shares 7,559 Est. Cost $13.66 Unrealized +274.2%
COF CAPITAL ONE FINL CORP 0.8%
Value $21.88M Shares 146,927 Est. Cost $60.68 Unrealized +117.3%
SYF SYNCHRONY FINANCIAL 0.8%
Value $21.58M Shares 500,419 Est. Cost $25.25 Unrealized +52.2%
PCAR PACCAR INC 0.8%
Value $21.32M Shares 172,045 Est. Cost $35.81 Unrealized +181.4%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value $20.36M Shares 81,533 Est. Cost $76.70 Unrealized +205.4%
BA BOEING CO 0.7%
Value $19.83M Shares 102,756 Est. Cost $117.63 Unrealized +74.7%
CSX CSX CORP 0.7%
Value $19.72M Shares 531,952 Est. Cost $22.80 Unrealized +55.6%
PEP PEPSICO INC 0.7%
Value $19.4M Shares 110,856 Est. Cost $71.29 Unrealized +120.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.7%
Value $19.27M Shares 146,036 Est. Cost $92.14 Unrealized +33.1%
AMT AMERICAN TOWER CORP NEW 0.7%
Value $19.17M Shares 97,034 Est. Cost $153.35 Unrealized +21.4%
AMGN AMGEN INC 0.6%
Value $18.26M Shares 64,236 Est. Cost $78.18 Unrealized +253.1%
YUM YUM BRANDS INC 0.6%
Value $18.11M Shares 130,578 Est. Cost $39.62 Unrealized +225.0%
IQV IQVIA HLDGS INC 0.6%
Value $17.92M Shares 70,848 Est. Cost $215.94 Unrealized +8.1%
COST COSTCO WHSL CORP NEW 0.6%
Value $17.47M Shares 23,846 Est. Cost $347.56 Unrealized +103.3%
VO VANGUARD INDEX FDS 0.6%
Value $17.28M Shares 69,166 Est. Cost $163.13 Unrealized
YUMC YUM CHINA HLDGS INC 0.6%
Value $17.25M Shares 433,595 Est. Cost $31.96 Unrealized +23.5%
KO COCA COLA CO 0.6%
Value $16.87M Shares 275,737 Est. Cost $29.07 Unrealized +95.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $16.78M Shares 399,978 Est. Cost $28.74 Unrealized +25.0%
CMCSA COMCAST CORP NEW 0.6%
Value $16.35M Shares 377,230 Est. Cost $30.26 Unrealized +34.2%
NOW SERVICENOW INC 0.6%
Value $15.74M Shares 20,645 Est. Cost $100.58 Unrealized +50.6%
META META PLATFORMS INC 0.5%
Value $15.44M Shares 31,798 Est. Cost $180.97 Unrealized +144.9%
APD AIR PRODS & CHEMS INC 0.5%
Value $15.39M Shares 63,509 Est. Cost $117.04 Unrealized +98.6%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $14.68M Shares 214,266 Est. Cost $30.19 Unrealized +113.0%
ACN ACCENTURE PLC IRELAND 0.5%
Value $14.21M Shares 41,001 Est. Cost $217.66 Unrealized +63.0%
PSX PHILLIPS 66 0.5%
Value $13.58M Shares 83,144 Est. Cost $43.65 Unrealized +209.2%
LDOS LEIDOS HOLDINGS INC 0.5%
Value $13.52M Shares 103,120 Est. Cost $75.72 Unrealized +54.3%
PFE PFIZER INC 0.5%
Value $13.48M Shares 485,782 Est. Cost $20.29 Unrealized +21.5%
PG PROCTER AND GAMBLE CO 0.5%
Value $13.25M Shares 81,681 Est. Cost $57.88 Unrealized +158.9%
ABBV ABBVIE INC 0.5%
Value $13.16M Shares 72,287 Est. Cost $34.77 Unrealized +365.9%
HON HONEYWELL INTL INC 0.4%
Value $12.74M Shares 62,049 Est. Cost $65.80 Unrealized +174.7%
LIN LINDE PLC 0.4%
Value $12.72M Shares 27,395 Est. Cost $322.30 Unrealized +31.0%
T AT&T INC 0.4%
Value $12.43M Shares 706,353 Est. Cost $12.90 Unrealized +21.1%
UPS UNITED PARCEL SERVICE INC 0.4%
Value $12.24M Shares 82,332 Est. Cost $62.55 Unrealized +118.1%
DD DUPONT DE NEMOURS INC 0.4%
Value $12.19M Shares 158,989 Est. Cost $24.84 Unrealized +14.9%
TM TOYOTA MOTOR CORP 0.4%
Value $11.77M Shares 46,774 Est. Cost $119.50 Unrealized
IEFA ISHARES TR 0.4%
Value $11.75M Shares 158,336 Est. Cost $60.90 Unrealized
MCK MCKESSON CORP 0.4%
Value $11.53M Shares 21,469 Est. Cost $118.99 Unrealized +323.1%
V VISA INC 0.4%
Value $11.46M Shares 41,077 Est. Cost $117.26 Unrealized +132.3%
XOM EXXON MOBIL CORP 0.4%
Value $11.37M Shares 97,794 Est. Cost $53.74 Unrealized +82.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value $11.25M Shares 24,739 Est. Cost $131.51 Unrealized +216.3%
BURL BURLINGTON STORES INC 0.4%
Value $10.99M Shares 47,345 Est. Cost $149.33 Unrealized +36.6%
NSC NORFOLK SOUTHN CORP 0.4%
Value $10.87M Shares 42,652 Est. Cost $63.45 Unrealized +274.7%
NEE NEXTERA ENERGY INC 0.4%
Value $10.84M Shares 169,680 Est. Cost $68.15 Unrealized -18.7%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $10.58M Shares 55,391 Est. Cost $114.68 Unrealized +50.5%
ADBE ADOBE INC 0.4%
Value $10.33M Shares 20,477 Est. Cost $573.25 Unrealized -0.0%
PYPL PAYPAL HLDGS INC 0.4%
Value $10.18M Shares 151,910 Est. Cost $133.84 Unrealized -54.2%
EFA ISHARES TR 0.4%
Value $10.17M Shares 127,312 Est. Cost $57.97 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value $10.02M Shares 170,899 Est. Cost $45.90 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value $9.912M Shares 180,847 Est. Cost $48.72 Unrealized -1.8%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value $9.679M Shares 154,095 Est. Cost $26.36 Unrealized +108.0%
PM PHILIP MORRIS INTL INC 0.3%
Value $9.463M Shares 103,281 Est. Cost $50.61 Unrealized +67.8%
AER AERCAP HOLDINGS NV 0.3%
Value $8.95M Shares 102,982 Est. Cost $42.94 Unrealized +80.1%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $8.687M Shares 160,184 Est. Cost $35.63 Unrealized +29.6%
MDLZ MONDELEZ INTL INC 0.3%
Value $8.325M Shares 118,922 Est. Cost $48.20 Unrealized +43.0%
TGT TARGET CORP 0.3%
Value $8.221M Shares 46,394 Est. Cost $93.60 Unrealized +51.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $8.202M Shares 19,505 Est. Cost $165.41 Unrealized +137.8%
VOO VANGUARD INDEX FDS 0.3%
Value $7.722M Shares 16,065 Est. Cost $343.11 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $7.56M Shares 29,089 Est. Cost $190.73 Unrealized
UNP UNION PAC CORP 0.3%
Value $7.332M Shares 29,815 Est. Cost $81.57 Unrealized +188.8%
EXAS EXACT SCIENCES CORP 0.2%
Value $6.789M Shares 98,300 Est. Cost $90.72 Unrealized -30.3%
MDT MEDTRONIC PLC 0.2%
Value $6.782M Shares 77,821 Est. Cost $64.79 Unrealized +24.5%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $6.653M Shares 31,218 Est. Cost $174.11 Unrealized +16.2%
SHEL SHELL PLC 0.2%
Value $6.578M Shares 98,115 Est. Cost $54.93 Unrealized
IEMG ISHARES INC 0.2%
Value $5.874M Shares 113,833 Est. Cost $50.30 Unrealized
EOG EOG RES INC 0.2%
Value $5.787M Shares 45,271 Est. Cost $63.31 Unrealized +74.3%
RPD RAPID7 INC 0.2%
Value $5.724M Shares 116,722 Est. Cost $64.30 Unrealized -14.7%
RNG RINGCENTRAL INC 0.2%
Value $5.465M Shares 157,320 Est. Cost $94.25 Unrealized -64.3%
IAC IAC INC 0.2%
Value $5.457M Shares 102,304 Est. Cost $97.09 Unrealized -55.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $5.347M Shares 128,004 Est. Cost $39.98 Unrealized
HSY HERSHEY CO 0.2%
Value $5.13M Shares 26,375 Est. Cost $78.65 Unrealized +131.5%
ABT ABBOTT LABS 0.2%
Value $5.007M Shares 44,050 Est. Cost $38.74 Unrealized +185.9%
CI THE CIGNA GROUP 0.2%
Value $4.812M Shares 13,250 Est. Cost $182.21 Unrealized +74.4%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value $4.729M Shares 14,421 Est. Cost $258.01 Unrealized +13.7%
SLM SLM CORP 0.2%
Value $4.64M Shares 212,925 Est. Cost $8.79 Unrealized +126.8%
CTVA CORTEVA INC 0.2%
Value $4.576M Shares 79,355 Est. Cost $25.50 Unrealized +98.4%
QCOM QUALCOMM INC 0.2%
Value $4.504M Shares 26,605 Est. Cost $88.31 Unrealized +68.2%
IJH ISHARES TR 0.2%
Value $4.325M Shares 71,205 Est. Cost $91.46 Unrealized
IJR ISHARES TR 0.1%
Value $4.109M Shares 37,181 Est. Cost $86.86 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value $4.079M Shares 23,240 Est. Cost $62.95 Unrealized +84.9%
MSTR MICROSTRATEGY INC 0.1%
Value $3.823M Shares 2,243 Est. Cost $13.20 Unrealized +590.5%
IWM ISHARES TR 0.1%
Value $3.798M Shares 18,059 Est. Cost $104.25 Unrealized
DISCOVER FINL SVCS 0.1%
Value $3.405M Shares 25,972 Est. Cost $56.19 Unrealized
HAL HALLIBURTON CO 0.1%
Value $3.349M Shares 84,965 Est. Cost $30.18 Unrealized +13.1%
MO ALTRIA GROUP INC 0.1%
Value $3.217M Shares 73,751 Est. Cost $18.43 Unrealized +93.7%
MMM 3M CO 0.1%
Value $3.032M Shares 28,586 Est. Cost $75.86 Unrealized +4.5%
DOW DOW INC 0.1%
Value $2.91M Shares 50,226 Est. Cost $35.94 Unrealized +36.2%
CVS CVS HEALTH CORP 0.1%
Value $2.897M Shares 36,319 Est. Cost $66.73 Unrealized +6.1%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $2.894M Shares 49,782 Est. Cost $18.01 Unrealized +205.2%
EME EMCOR GROUP INC 0.1%
Value $2.851M Shares 8,141 Est. Cost $68.27 Unrealized +291.6%
AXON AXON ENTERPRISE INC 0.1%
Value $2.833M Shares 9,054 Est. Cost $67.95 Unrealized +309.0%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value $2.803M Shares 172,179 Est. Cost $29.31 Unrealized -46.7%
CC CHEMOURS CO 0.1%
Value $2.744M Shares 104,498 Est. Cost $10.16 Unrealized +159.1%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value $2.69M Shares 120,003 Est. Cost $19.70 Unrealized +0.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $2.624M Shares 6,600 Est. Cost $223.19 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $2.515M Shares 36,757 Est. Cost $12.97 Unrealized +370.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $2.469M Shares 24,872 Est. Cost $47.48 Unrealized +88.6%
QQQ INVESCO QQQ TR 0.1%
Value $2.458M Shares 5,535 Est. Cost $197.83 Unrealized
GM GENERAL MTRS CO 0.1%
Value $2.162M Shares 47,672 Est. Cost $28.06 Unrealized +35.4%
USLM UNITED STS LIME & MINERALS I 0.1%
Value $1.923M Shares 6,450 Est. Cost $16.12 Unrealized +219.9%
SMID SMITH MIDLAND CORP 0.1%
Value $1.804M Shares 38,400 Est. Cost $9.10 Unrealized +348.3%
BF/B BROWN FORMAN CORP 0.1%
Value $1.708M Shares 33,083 Est. Cost $31.33 Unrealized +69.4%
EEM ISHARES TR 0.1%
Value $1.628M Shares 39,623 Est. Cost $35.29 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value $1.627M Shares 117,169 Est. Cost $18.94 Unrealized
ASML ASML HOLDING N V 0.1%
Value $1.565M Shares 1,613 Est. Cost $757.05 Unrealized
IWR ISHARES TR 0.1%
Value $1.56M Shares 18,555 Est. Cost $66.05 Unrealized
BX BLACKSTONE INC 0.1%
Value $1.529M Shares 11,639 Est. Cost $99.69 Unrealized +19.1%
DXC DXC TECHNOLOGY CO 0.1%
Value $1.486M Shares 70,061 Est. Cost $41.02 Unrealized -46.8%
BAX BAXTER INTL INC 0.1%
Value $1.428M Shares 33,402 Est. Cost $32.70 Unrealized +19.0%
MTCH MATCH GROUP INC NEW 0.0%
Value $1.332M Shares 36,723 Est. Cost $92.26 Unrealized -61.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $1.31M Shares 60,375 Est. Cost $70.32 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value $1.272M Shares 68,186 Est. Cost $21.05 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $1.246M Shares 4,988 Est. Cost $83.00 Unrealized +190.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value $1.232M Shares 12,734 Est. Cost $45.01 Unrealized +96.5%
OGN ORGANON & CO 0.0%
Value $1.23M Shares 65,430 Est. Cost $25.56 Unrealized -38.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value $1.17M Shares 2,236 Est. Cost $350.45 Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value $1.169M Shares 29,112 Est. Cost $15.17 Unrealized +151.9%
ADI ANALOG DEVICES INC 0.0%
Value $1.129M Shares 5,707 Est. Cost $172.22 Unrealized +8.2%
PR PERMIAN RESOURCES CORP 0.0%
Value $1.053M Shares 59,585 Est. Cost $13.69 Unrealized +7.2%
GHM GRAHAM CORP 0.0%
Value $1.046M Shares 38,352 Est. Cost $15.44 Unrealized +45.2%
INTU INTUIT 0.0%
Value $1.008M Shares 1,550 Est. Cost $544.67 Unrealized +15.9%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $971K Shares 7,040 Est. Cost $101.74 Unrealized +34.2%
BN BROOKFIELD CORP 0.0%
Value $882K Shares 21,064 Est. Cost $21.90 Unrealized +21.6%
NFLX NETFLIX INC 0.0%
Value $872K Shares 1,435 Est. Cost $16.13 Unrealized +249.5%
HMC HONDA MOTOR LTD 0.0%
Value $839K Shares 22,535 Est. Cost $35.40 Unrealized
STT STATE STR CORP 0.0%
Value $799K Shares 10,340 Est. Cost $53.94 Unrealized +29.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $773K Shares 54,780 Est. Cost $38.10 Unrealized
MTRN MATERION CORP 0.0%
Value $755K Shares 5,727 Est. Cost $51.30 Unrealized +147.0%
DHI D R HORTON INC 0.0%
Value $740K Shares 4,500 Est. Cost $120.55 Unrealized +22.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $739K Shares 25,310 Est. Cost $26.34 Unrealized
AVNW AVIAT NETWORKS INC 0.0%
Value $735K Shares 19,175 Est. Cost $22.81 Unrealized +47.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $733K Shares 8,063 Est. Cost $71.08 Unrealized +16.7%
DLR DIGITAL RLTY TR INC 0.0%
Value $710K Shares 4,927 Est. Cost $94.40 Unrealized +41.0%
SENEA SENECA FOODS CORP NEW 0.0%
Value $691K Shares 12,148 Est. Cost $31.59 Unrealized +64.5%
EVI EVI INDS INC 0.0%
Value $687K Shares 27,594 Est. Cost $20.11 Unrealized +6.4%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $667K Shares 29,310 Est. Cost $8.42 Unrealized +135.4%
LLY ELI LILLY & CO 0.0%
Value $651K Shares 837 Est. Cost $368.58 Unrealized +90.6%
MPC MARATHON PETE CORP 0.0%
Value $643K Shares 3,190 Est. Cost $31.29 Unrealized +425.3%
GTLS CHART INDS INC 0.0%
Value $602K Shares 3,657 Est. Cost $65.02 Unrealized +106.6%
AEHR AEHR TEST SYS 0.0%
Value $600K Shares 48,413 Est. Cost $2.00 Unrealized +734.4%
IWF ISHARES TR 0.0%
Value $599K Shares 1,778 Est. Cost $266.61 Unrealized
F FORD MTR CO DEL 0.0%
Value $597K Shares 44,974 Est. Cost $9.40 Unrealized +13.8%
SCI SERVICE CORP INTL 0.0%
Value $593K Shares 7,996 Est. Cost $38.41 Unrealized +83.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $578K Shares 66,137 Est. Cost $18.55 Unrealized -48.0%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value $574K Shares 9,092 Est. Cost $63.13 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $554K Shares 3,247 Est. Cost $50.02 Unrealized +171.3%
D DOMINION ENERGY INC 0.0%
Value $542K Shares 11,015 Est. Cost $61.40 Unrealized -30.6%
PNRG PRIMEENERGY RESOURCES CORP 0.0%
Value $539K Shares 5,377 Est. Cost $97.48 Unrealized +1.5%
ACA ARCOSA INC 0.0%
Value $532K Shares 6,196 Est. Cost $40.51 Unrealized +100.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value $480K Shares 10,209 Est. Cost $12.17 Unrealized +223.8%
ORCL ORACLE CORP 0.0%
Value $455K Shares 3,623 Est. Cost $68.53 Unrealized +64.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $450K Shares 4,835 Est. Cost $78.37 Unrealized +7.1%
TTD THE TRADE DESK INC 0.0%
Value $428K Shares 4,900 Est. Cost $64.66 Unrealized +17.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $417K Shares 2,312 Est. Cost $81.38 Unrealized +114.8%
PKOH PARK-OHIO HLDGS CORP 0.0%
Value $416K Shares 15,580 Est. Cost $19.81 Unrealized +22.3%
COHR COHERENT CORP 0.0%
Value $404K Shares 6,671 Est. Cost $47.89 Unrealized +14.5%
EGBN EAGLE BANCORP INC MD 0.0%
Value $392K Shares 16,691 Est. Cost $36.31 Unrealized -36.8%
QDEL QUIDELORTHO CORP 0.0%
Value $386K Shares 8,054 Est. Cost $90.80 Unrealized -35.8%
GLW CORNING INC 0.0%
Value $386K Shares 11,714 Est. Cost $22.33 Unrealized +36.4%
SBUX STARBUCKS CORP 0.0%
Value $368K Shares 4,024 Est. Cost $76.78 Unrealized +15.4%
MRNA MODERNA INC 0.0%
Value $355K Shares 3,335 Est. Cost $151.63 Unrealized -33.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $352K Shares 2,181 Est. Cost $70.31 Unrealized +100.7%
SHOP SHOPIFY INC 0.0%
Value $347K Shares 4,500 Est. Cost $44.00 Unrealized +79.5%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $335K Shares 6,681 Est. Cost $50.14 Unrealized
EEMV ISHARES INC 0.0%
Value $329K Shares 5,820 Est. Cost $53.26 Unrealized
SUB ISHARES TR 0.0%
Value $314K Shares 3,000 Est. Cost $103.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $311K Shares 2,401 Est. Cost $65.51 Unrealized +74.1%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value $309K Shares 3,002 Est. Cost $60.97 Unrealized +45.5%
NSP INSPERITY INC 0.0%
Value $297K Shares 2,707 Est. Cost $57.20 Unrealized +73.5%
XLE SELECT SECTOR SPDR TR 0.0%
Value $293K Shares 3,100 Est. Cost $87.49 Unrealized
OPCH OPTION CARE HEALTH INC 0.0%
Value $291K Shares 8,684 Est. Cost $23.28 Unrealized +39.0%
SHM SPDR SER TR 0.0%
Value $285K Shares 6,000 Est. Cost $46.25 Unrealized
TROX TRONOX HOLDINGS PLC 0.0%
Value $284K Shares 16,350 Est. Cost $8.31 Unrealized +75.1%
IJJ ISHARES TR 0.0%
Value $282K Shares 2,380 Est. Cost $86.13 Unrealized
IJK ISHARES TR 0.0%
Value $265K Shares 2,900 Est. Cost $71.38 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $260K Shares 4,311 Est. Cost $31.84 Unrealized +63.9%
VV VANGUARD INDEX FDS 0.0%
Value $258K Shares 1,075 Est. Cost $173.91 Unrealized
BCPC BALCHEM CORP 0.0%
Value $256K Shares 1,650 Est. Cost $102.27 Unrealized +43.4%
GLDM WORLD GOLD TR 0.0%
Value $250K Shares 5,685 Est. Cost $36.24 Unrealized
ICLN ISHARES TR 0.0%
Value $249K Shares 17,793 Est. Cost $21.17 Unrealized
QRVO QORVO INC 0.0%
Value $244K Shares 2,122 Est. Cost $90.32 Unrealized +22.0%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $243K Shares 2,384 Est. Cost $87.98 Unrealized +5.7%
CME CME GROUP INC 0.0%
Value $237K Shares 1,100 Est. Cost $175.60 Unrealized +12.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $231K Shares 482 Est. Cost $495.16 Unrealized -9.9%
IJS ISHARES TR 0.0%
Value $231K Shares 2,250 Est. Cost $91.50 Unrealized
GLD SPDR GOLD TR 0.0%
Value $228K Shares 1,110 Est. Cost $169.74 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value $228K Shares 4,500 Est. Cost $48.16 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $225K Shares 1,216 Est. Cost $140.32 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value $223K Shares 647 Est. Cost $344.67 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $220K Shares 1,865 Est. Cost $89.83 Unrealized 0.0%
TRN TRINITY INDS INC 0.0%
Value $212K Shares 7,603 Est. Cost $23.76 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $211K Shares 659 Est. Cost $306.18 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.0%
Value $210K Shares 2,000 Est. Cost $89.86 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value $209K Shares 1,600 Est. Cost $125.00 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $208K Shares 3,585 Est. Cost $50.13 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $208K Shares 4,948 Est. Cost $37.97 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value $206K Shares 7,265 Est. Cost $28.36 Unrealized
LOW LOWES COS INC 0.0%
Value $204K Shares 799 Est. Cost $222.03 Unrealized 0.0%
ITRI ITRON INC 0.0%
Value $204K Shares 2,208 Est. Cost $80.55 Unrealized 0.0%
WD WALKER & DUNLOP INC 0.0%
Value $202K Shares 2,000 Est. Cost $76.89 Unrealized +17.7%
TGNA TEGNA INC 0.0%
Value $198K Shares 13,220 Est. Cost $14.45 Unrealized +2.8%
BNL BROADSTONE NET LEASE INC 0.0%
Value $196K Shares 12,500 Est. Cost $23.41 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value $195K Shares 12,100 Est. Cost $8.17 Unrealized +77.7%
JBGS JBG SMITH PPTYS 0.0%
Value $193K Shares 12,042 Est. Cost $25.91 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value $159K Shares 20,442 Est. Cost $7.20 Unrealized +24.6%
HLIT HARMONIC INC 0.0%
Value $158K Shares 11,786 Est. Cost $5.59 Unrealized +128.3%
HDSN HUDSON TECHNOLOGIES INC 0.0%
Value $142K Shares 12,899 Est. Cost $2.26 Unrealized +477.3%
ABR ARBOR REALTY TRUST INC 0.0%
Value $140K Shares 10,603 Est. Cost $15.18 Unrealized
VTRS VIATRIS INC 0.0%
Value $133K Shares 11,130 Est. Cost $13.32 Unrealized -17.2%
GGB GERDAU SA 0.0%
Value $121K Shares 27,405 Est. Cost $2.54 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value $93,000 Shares 12,300 Est. Cost $4.66 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value $87,000 Shares 10,000 Est. Cost $11.30 Unrealized
BARK BARK INC 0.0%
Value $40,000 Shares 32,116 Est. Cost $10.79 Unrealized -89.8%
BIOMERICA INC 0.0%
Value $29,000 Shares 34,598 Est. Cost $6.10 Unrealized
ALLBIRDS INC 0.0%
Value $11,000 Shares 16,459 Est. Cost $6.01 Unrealized