Cadence Bank Diversified Active

CIK: 0001299939 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 10, 2022

Total Value ($000): $965,180 (100.0% shares, 0.0% debt)

Holdings (321)

MUSA MURPHY USA INC 12.0%
Value ($000) $115,896 Shares 421,577 Est. Cost $73.43 Unrealized +274.8%
MGC VANGUARD WORLD FD 5.9%
Value ($000) $56,792 Shares 454,989 Est. Cost $100.20 Unrealized
MUR MURPHY OIL CORP 5.5%
Value ($000) $52,644 Shares 1,496,844 Est. Cost $20.74 Unrealized +46.4%
MSFT MICROSOFT CORP 3.2%
Value ($000) $30,855 Shares 132,483 Est. Cost $157.25 Unrealized +63.4%
AAPL APPLE INC 2.8%
Value ($000) $27,347 Shares 197,884 Est. Cost $115.93 Unrealized +33.1%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $22,229 Shares 254,597 Est. Cost $71.36 Unrealized +14.0%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $18,283 Shares 144,813 Est. Cost $130.37 Unrealized +0.2%
ACWX ISHARES TR 1.8%
Value ($000) $17,299 Shares 432,369 Est. Cost $49.96 Unrealized
CADE CADENCE BANK 1.6%
Value ($000) $15,107 Shares 594,536 Est. Cost $26.08 Unrealized -12.8%
WMT WALMART INC 1.5%
Value ($000) $14,502 Shares 111,808 Est. Cost $37.46 Unrealized +12.1%
PRU PRUDENTIAL FINL INC 1.4%
Value ($000) $13,348 Shares 155,603 Est. Cost $65.26 Unrealized +24.8%
ABBV ABBVIE INC 1.4%
Value ($000) $13,055 Shares 97,273 Est. Cost $74.20 Unrealized +71.3%
VO VANGUARD INDEX FDS 1.2%
Value ($000) $11,812 Shares 62,839 Est. Cost $167.07 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.2%
Value ($000) $11,410 Shares 139,382 Est. Cost $62.66 Unrealized +33.8%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $11,158 Shares 136,185 Est. Cost $47.65 Unrealized +96.2%
AVGO BROADCOM INC 1.1%
Value ($000) $11,048 Shares 24,882 Est. Cost $26.35 Unrealized +82.5%
EXE CHESAPEAKE ENERGY CORP 1.1%
Value ($000) $10,482 Shares 111,261 Est. Cost $56.43 Unrealized +43.8%
VB VANGUARD INDEX FDS 1.0%
Value ($000) $9,934 Shares 58,121 Est. Cost $168.93 Unrealized
FHN FIRST HORIZON CORPORATION 1.0%
Value ($000) $9,832 Shares 429,335 Est. Cost $12.79 Unrealized +57.0%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $9,531 Shares 251,016 Est. Cost $37.52 Unrealized -4.7%
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $9,261 Shares 556,527 Est. Cost $14.26 Unrealized +3.6%
EOG EOG RES INC 1.0%
Value ($000) $9,228 Shares 82,591 Est. Cost $47.75 Unrealized +104.5%
CSCO CISCO SYS INC 0.9%
Value ($000) $9,026 Shares 225,663 Est. Cost $35.26 Unrealized +13.6%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $8,490 Shares 52,560 Est. Cost $95.40 Unrealized +68.2%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $8,178 Shares 115,047 Est. Cost $43.53 Unrealized +43.1%
QSR RESTAURANT BRANDS INTL INC 0.8%
Value ($000) $7,942 Shares 149,344 Est. Cost $54.70 Unrealized +3.3%
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $7,884 Shares 34,326 Est. Cost $185.52 Unrealized +23.7%
QCOM QUALCOMM INC 0.7%
Value ($000) $7,049 Shares 62,394 Est. Cost $84.03 Unrealized +51.2%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $7,017 Shares 113,732 Est. Cost $55.14 Unrealized +1.1%
GOOGL ALPHABET INC 0.7%
Value ($000) $6,959 Shares 72,758 Est. Cost $109.00 Unrealized +1.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $6,809 Shares 47,392 Est. Cost $124.01 Unrealized +7.1%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,756 Shares 64,651 Est. Cost $102.35 Unrealized +3.2%
BND VANGUARD BD INDEX FDS 0.7%
Value ($000) $6,747 Shares 94,596 Est. Cost $85.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $6,651 Shares 55,977 Est. Cost $105.25 Unrealized +9.9%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $6,509 Shares 30,680 Est. Cost $169.31 Unrealized +24.5%
TOTALENERGIES SE 0.7%
Value ($000) $6,363 Shares 136,764 Est. Cost $48.09 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $5,987 Shares 36,651 Est. Cost $146.09 Unrealized +4.7%
LYB LYONDELLBASELL INDUSTRIES N 0.6%
Value ($000) $5,922 Shares 78,661 Est. Cost $54.07 Unrealized +24.8%
ORI OLD REP INTL CORP 0.6%
Value ($000) $5,921 Shares 282,880 Est. Cost $12.79 Unrealized +36.1%
FDX FEDEX CORP 0.6%
Value ($000) $5,482 Shares 36,928 Est. Cost $177.18 Unrealized +10.5%
LOW LOWES COS INC 0.6%
Value ($000) $5,442 Shares 28,977 Est. Cost $182.38 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $5,266 Shares 14,742 Est. Cost $342.08 Unrealized
NTR NUTRIEN LTD 0.5%
Value ($000) $5,235 Shares 62,775 Est. Cost $37.27 Unrealized +106.6%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $5,183 Shares 20,143 Est. Cost $240.20 Unrealized +14.4%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $5,156 Shares 71,738 Est. Cost $36.62 Unrealized +80.8%
BEN FRANKLIN RESOURCES INC 0.5%
Value ($000) $4,907 Shares 228,034 Est. Cost $21.04 Unrealized +1.7%
MRK MERCK & CO INC 0.5%
Value ($000) $4,817 Shares 55,930 Est. Cost $74.64 Unrealized +7.7%
AMZN AMAZON COM INC 0.5%
Value ($000) $4,688 Shares 41,486 Est. Cost $126.09 Unrealized +0.2%
RDIV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $4,627 Shares 122,735 Est. Cost $35.06 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $4,585 Shares 16,616 Est. Cost $255.61 Unrealized +5.9%
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $4,582 Shares 133,355 Est. Cost $28.25 Unrealized +12.6%
CBRL CRACKER BARREL OLD CTRY STOR 0.5%
Value ($000) $4,552 Shares 49,161 Est. Cost $107.97 Unrealized -19.6%
PEP PEPSICO INC 0.5%
Value ($000) $4,549 Shares 27,866 Est. Cost $146.53 Unrealized +5.4%
COP CONOCOPHILLIPS 0.5%
Value ($000) $4,543 Shares 44,393 Est. Cost $83.33 Unrealized +5.8%
ABT ABBOTT LABS 0.4%
Value ($000) $4,336 Shares 44,820 Est. Cost $99.04 Unrealized +1.0%
KO COCA COLA CO 0.4%
Value ($000) $4,310 Shares 76,934 Est. Cost $54.12 Unrealized +3.6%
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $4,281 Shares 40,770 Est. Cost $101.98 Unrealized -0.3%
NEM NEWMONT CORP 0.4%
Value ($000) $4,276 Shares 101,734 Est. Cost $51.82 Unrealized -18.6%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $4,127 Shares 53,333 Est. Cost $60.46 Unrealized +21.9%
PFE PFIZER INC 0.4%
Value ($000) $4,078 Shares 93,188 Est. Cost $37.60 Unrealized +7.5%
TFC TRUIST FINL CORP 0.4%
Value ($000) $4,035 Shares 92,668 Est. Cost $40.21 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $4,028 Shares 12,266 Est. Cost $267.46 Unrealized
FHI FEDERATED HERMES INC CL B 0.4%
Value ($000) $3,990 Shares 120,466 Est. Cost $28.95 Unrealized +2.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $3,877 Shares 11,989 Est. Cost $287.61 Unrealized +7.1%
MMM 3M CO 0.4%
Value ($000) $3,709 Shares 33,561 Est. Cost $106.27 Unrealized -9.3%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $3,445 Shares 28,385 Est. Cost $15.79 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $3,438 Shares 6,780 Est. Cost $554.13 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $3,312 Shares 99,325 Est. Cost $33.52 Unrealized -6.1%
UNP UNION PAC CORP 0.3%
Value ($000) $3,294 Shares 16,903 Est. Cost $204.23 Unrealized 0.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,252 Shares 12,591 Est. Cost $162.17 Unrealized +48.4%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $3,228 Shares 11,353 Est. Cost $317.41 Unrealized +2.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $3,206 Shares 13,894 Est. Cost $215.40 Unrealized +9.7%
IWF ISHARES TR 0.3%
Value ($000) $3,030 Shares 14,403 Est. Cost $210.37 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $2,977 Shares 8,300 Est. Cost $358.67 Unrealized
V VISA INC 0.3%
Value ($000) $2,947 Shares 16,585 Est. Cost $169.18 Unrealized +17.2%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $2,885 Shares 38,349 Est. Cost $86.50 Unrealized -2.8%
FISV FISERV INC 0.3%
Value ($000) $2,834 Shares 30,286 Est. Cost $86.01 Unrealized +18.5%
EFA ISHARES TR 0.3%
Value ($000) $2,739 Shares 48,900 Est. Cost $56.01 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $2,722 Shares 74,855 Est. Cost $37.14 Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $2,629 Shares 10,432 Est. Cost $250.71 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,611 Shares 27,680 Est. Cost $104.56 Unrealized 0.0%
IJH ISHARES TR 0.3%
Value ($000) $2,606 Shares 11,887 Est. Cost $219.23 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $2,542 Shares 50,557 Est. Cost $50.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,521 Shares 9,441 Est. Cost $254.60 Unrealized +11.8%
RNST RENASANT CORP 0.3%
Value ($000) $2,423 Shares 77,486 Est. Cost $35.63 Unrealized -8.7%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $2,405 Shares 119,825 Est. Cost $15.16 Unrealized +19.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $2,392 Shares 11,412 Est. Cost $222.85 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,368 Shares 24,825 Est. Cost $87.64 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $2,314 Shares 76,616 Est. Cost $30.59 Unrealized 0.0%
SDY SPDR SER TR 0.2%
Value ($000) $2,303 Shares 20,657 Est. Cost $111.49 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $2,236 Shares 15,065 Est. Cost $142.93 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,013 Shares 11,212 Est. Cost $173.77 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,981 Shares 76,869 Est. Cost $39.45 Unrealized -18.1%
PCH POTLATCHDELTIC CORPORATION 0.2%
Value ($000) $1,979 Shares 48,220 Est. Cost $43.58 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP 0.2%
Value ($000) $1,975 Shares 35,112 Est. Cost $57.34 Unrealized 0.0%
MCK MCKESSON CORP 0.2%
Value ($000) $1,948 Shares 5,731 Est. Cost $341.28 Unrealized 0.0%
GIS GENERAL MLS INC 0.2%
Value ($000) $1,943 Shares 25,369 Est. Cost $52.90 Unrealized +28.1%
AMGN AMGEN INC 0.2%
Value ($000) $1,913 Shares 8,487 Est. Cost $185.93 Unrealized +17.2%
CF CF INDS HLDGS INC 0.2%
Value ($000) $1,851 Shares 19,230 Est. Cost $90.50 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,771 Shares 14,217 Est. Cost $114.59 Unrealized 0.0%
DHS WISDOMTREE TR 0.2%
Value ($000) $1,711 Shares 22,557 Est. Cost $75.85 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $1,700 Shares 15,849 Est. Cost $105.30 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,670 Shares 18,117 Est. Cost $100.28 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,618 Shares 10,452 Est. Cost $114.86 Unrealized +32.0%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,609 Shares 7,942 Est. Cost $192.35 Unrealized +5.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,585 Shares 3,356 Est. Cost $498.08 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,564 Shares 16,263 Est. Cost $110.83 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,554 Shares 4,320 Est. Cost $398.33 Unrealized 0.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $1,549 Shares 12,164 Est. Cost $136.02 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $1,535 Shares 12,431 Est. Cost $116.65 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $1,511 Shares 11,960 Est. Cost $112.18 Unrealized 0.0%
DTE DTE ENERGY CO 0.2%
Value ($000) $1,503 Shares 13,063 Est. Cost $114.81 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,490 Shares 9,729 Est. Cost $152.19 Unrealized 0.0%
IJR ISHARES TR 0.2%
Value ($000) $1,487 Shares 17,047 Est. Cost $89.54 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,477 Shares 17,790 Est. Cost $78.12 Unrealized +3.6%
UFPI UFP INDUSTRIES INC 0.1%
Value ($000) $1,441 Shares 19,970 Est. Cost $43.37 Unrealized +83.4%
CMI CUMMINS INC 0.1%
Value ($000) $1,433 Shares 7,040 Est. Cost $183.39 Unrealized +7.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,431 Shares 5,199 Est. Cost $227.57 Unrealized +66.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,412 Shares 6,243 Est. Cost $186.79 Unrealized +17.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,412 Shares 2,795 Est. Cost $495.09 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,314 Shares 12,306 Est. Cost $99.36 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,283 Shares 9,495 Est. Cost $128.12 Unrealized
CIZN CITIZENS HLDG CO MISS 0.1%
Value ($000) $1,282 Shares 83,764 Est. Cost $15.77 Unrealized -8.2%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,247 Shares 18,919 Est. Cost $66.64 Unrealized +5.7%
WEST WESTROCK COFFEE CO 0.1%
Value ($000) $1,240 Shares 120,000 Est. Cost $10.32 Unrealized 0.0%
DON WISDOMTREE TR 0.1%
Value ($000) $1,235 Shares 32,773 Est. Cost $37.68 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,193 Shares 6,388 Est. Cost $117.59 Unrealized +71.8%
DE DEERE & CO 0.1%
Value ($000) $1,182 Shares 3,542 Est. Cost $284.44 Unrealized +14.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,180 Shares 3,864 Est. Cost $354.09 Unrealized -1.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,119 Shares 2,897 Est. Cost $365.51 Unrealized +4.2%
ETN EATON CORP PLC 0.1%
Value ($000) $1,109 Shares 8,318 Est. Cost $133.40 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $1,098 Shares 16,156 Est. Cost $48.44 Unrealized +38.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,076 Shares 4,024 Est. Cost $279.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,068 Shares 44,915 Est. Cost $23.78 Unrealized
T AT&T INC 0.1%
Value ($000) $1,061 Shares 69,178 Est. Cost $15.39 Unrealized -2.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,054 Shares 7,812 Est. Cost $120.41 Unrealized +20.4%
SIMO SILICON MOTION TECHNOLOGY CO 0.1%
Value ($000) $1,019 Shares 15,640 Est. Cost $52.21 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,017 Shares 10,932 Est. Cost $87.09 Unrealized +8.0%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,004 Shares 19,293 Est. Cost $52.04 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $1,000 Shares 2,733 Est. Cost $237.96 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $972 Shares 17,721 Est. Cost $56.60 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $971 Shares 14,499 Est. Cost $25.69 Unrealized +37.0%
META META PLATFORMS INC 0.1%
Value ($000) $966 Shares 7,119 Est. Cost $164.72 Unrealized -2.3%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $954 Shares 5,597 Est. Cost $86.69 Unrealized +110.9%
INTU INTUIT 0.1%
Value ($000) $948 Shares 2,448 Est. Cost $422.65 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $938 Shares 6,542 Est. Cost $165.43 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $935 Shares 10,822 Est. Cost $83.59 Unrealized +4.2%
SNPS SYNOPSYS INC 0.1%
Value ($000) $928 Shares 3,036 Est. Cost $89.42 Unrealized +278.6%
HPQ HP INC 0.1%
Value ($000) $875 Shares 35,128 Est. Cost $27.00 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value ($000) $868 Shares 1,789 Est. Cost $469.33 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $868 Shares 8,154 Est. Cost $29.22 Unrealized +1.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $864 Shares 5,782 Est. Cost $141.99 Unrealized 0.0%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $861 Shares 4,114 Est. Cost $127.01 Unrealized +76.0%
IWP ISHARES TR 0.1%
Value ($000) $843 Shares 10,745 Est. Cost $78.46 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $843 Shares 8,486 Est. Cost $53.43 Unrealized +62.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $828 Shares 20,525 Est. Cost $33.06 Unrealized 0.0%
IJK ISHARES TR 0.1%
Value ($000) $824 Shares 13,080 Est. Cost $63.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $812 Shares 2 Est. Cost $284799.47 Unrealized +50.3%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $809 Shares 6,964 Est. Cost $53.54 Unrealized +105.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $797 Shares 11,622 Est. Cost $44.31 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $775 Shares 4,642 Est. Cost $162.15 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $763 Shares 9,724 Est. Cost $77.12 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $738 Shares 4,495 Est. Cost $130.07 Unrealized +32.4%
IWO ISHARES TR 0.1%
Value ($000) $734 Shares 3,552 Est. Cost $206.64 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $734 Shares 3,994 Est. Cost $122.40 Unrealized +77.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $733 Shares 1,826 Est. Cost $401.42 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $727 Shares 8,527 Est. Cost $92.34 Unrealized -0.3%
IWS ISHARES TR 0.1%
Value ($000) $725 Shares 7,545 Est. Cost $96.09 Unrealized
NTES NETEASE INC 0.1%
Value ($000) $714 Shares 9,445 Est. Cost $144.44 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $706 Shares 5,188 Est. Cost $136.08 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $704 Shares 1,001 Est. Cost $40.62 Unrealized +14.8%
EE EXCELERATE ENERGY INC 0.1%
Value ($000) $702 Shares 30,000 Est. Cost $23.16 Unrealized 0.0%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $696 Shares 7,741 Est. Cost $103.42 Unrealized
RHHBY ROCHE HLDG LTD 0.1%
Value ($000) $695 Shares 16,916 Est. Cost $31.73 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $687 Shares 11,099 Est. Cost $62.95 Unrealized -31.4%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $683 Shares 2,461 Est. Cost $269.72 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.1%
Value ($000) $654 Shares 8,556 Est. Cost $56.61 Unrealized +38.1%
BIIB BIOGEN INC 0.1%
Value ($000) $652 Shares 2,441 Est. Cost $309.98 Unrealized -31.5%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $636 Shares 6,701 Est. Cost $85.58 Unrealized
OUNZ VANECK MERK GOLD TR 0.1%
Value ($000) $636 Shares 39,462 Est. Cost $17.52 Unrealized
TRMK TRUSTMARK CORP 0.1%
Value ($000) $633 Shares 20,658 Est. Cost $24.93 Unrealized +14.6%
MET METLIFE INC 0.1%
Value ($000) $631 Shares 10,381 Est. Cost $57.65 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $614 Shares 15,813 Est. Cost $38.83 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $613 Shares 10,036 Est. Cost $62.85 Unrealized +11.6%
MGA MAGNA INTL INC 0.1%
Value ($000) $605 Shares 12,765 Est. Cost $44.73 Unrealized +15.1%
BAX BAXTER INTL INC 0.1%
Value ($000) $595 Shares 11,052 Est. Cost $56.59 Unrealized -2.3%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $591 Shares 15,116 Est. Cost $55.91 Unrealized -21.4%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $582 Shares 7,824 Est. Cost $74.39 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $576 Shares 24,146 Est. Cost $21.05 Unrealized +30.4%
IWM ISHARES TR 0.1%
Value ($000) $575 Shares 3,486 Est. Cost $164.95 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $565 Shares 6,280 Est. Cost $89.97 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $562 Shares 4,619 Est. Cost $148.10 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $560 Shares 34,592 Est. Cost $16.19 Unrealized
THO THOR INDS INC 0.1%
Value ($000) $558 Shares 7,967 Est. Cost $98.99 Unrealized -23.3%
UNILEVER PLC 0.1%
Value ($000) $550 Shares 12,534 Est. Cost $43.88 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $548 Shares 3,950 Est. Cost $138.73 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $545 Shares 17,674 Est. Cost $48.09 Unrealized -27.5%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $543 Shares 21,181 Est. Cost $15.52 Unrealized +60.1%
DK DELEK US HLDGS INC NEW 0.1%
Value ($000) $543 Shares 20,000 Est. Cost $15.14 Unrealized +50.9%
SEIC SEI INVTS CO 0.1%
Value ($000) $539 Shares 10,993 Est. Cost $47.70 Unrealized +9.3%
EVR EVERCORE INC 0.1%
Value ($000) $531 Shares 6,455 Est. Cost $75.43 Unrealized +18.0%
LKQ LKQ CORP 0.1%
Value ($000) $528 Shares 11,192 Est. Cost $47.75 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $528 Shares 3,651 Est. Cost $156.07 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $528 Shares 7,525 Est. Cost $70.66 Unrealized +2.5%
SSD SIMPSON MFG INC 0.1%
Value ($000) $525 Shares 6,696 Est. Cost $57.45 Unrealized +63.8%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $520 Shares 1,295 Est. Cost $235.04 Unrealized +71.4%
NVGS NAVIGATOR HLDGS LTD 0.1%
Value ($000) $515 Shares 45,000 Est. Cost $10.53 Unrealized +4.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $514 Shares 1,756 Est. Cost $297.04 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $510 Shares 32,106 Est. Cost $14.48 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $496 Shares 2,310 Est. Cost $195.02 Unrealized +17.3%
COOPER COS INC 0.1%
Value ($000) $490 Shares 1,855 Est. Cost $217.95 Unrealized
PII POLARIS INC 0.1%
Value ($000) $490 Shares 5,126 Est. Cost $117.41 Unrealized -4.5%
AGG ISHARES TR 0.1%
Value ($000) $488 Shares 5,067 Est. Cost $96.31 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $485 Shares 4,309 Est. Cost $114.32 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $479 Shares 5,680 Est. Cost $78.36 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $477 Shares 9,315 Est. Cost $54.98 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $460 Shares 5,705 Est. Cost $80.78 Unrealized 0.0%
THRM GENTHERM INC 0.0%
Value ($000) $459 Shares 9,232 Est. Cost $38.62 Unrealized +56.8%
FRFHF FAIRFAX FINL HLDGS LTD 0.0%
Value ($000) $457 Shares 1,000 Est. Cost $452.48 Unrealized +7.9%
BA BOEING CO 0.0%
Value ($000) $453 Shares 3,736 Est. Cost $153.37 Unrealized 0.0%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $452 Shares 20,732 Est. Cost $19.31 Unrealized +19.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $443 Shares 2,070 Est. Cost $214.01 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $442 Shares 14,921 Est. Cost $29.62 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $434 Shares 5,921 Est. Cost $77.62 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $430 Shares 2,748 Est. Cost $127.99 Unrealized +32.0%
IWN ISHARES TR 0.0%
Value ($000) $428 Shares 3,318 Est. Cost $128.99 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $424 Shares 5,568 Est. Cost $76.15 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $421 Shares 5,575 Est. Cost $117.06 Unrealized -27.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $420 Shares 6,075 Est. Cost $68.35 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $407 Shares 3,885 Est. Cost $126.18 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $399 Shares 30,274 Est. Cost $11.42 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $394 Shares 2,720 Est. Cost $142.54 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $389 Shares 1,286 Est. Cost $334.63 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $389 Shares 4,523 Est. Cost $223.01 Unrealized -60.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $389 Shares 3,829 Est. Cost $59.14 Unrealized +88.5%
DEM WISDOMTREE TR 0.0%
Value ($000) $389 Shares 11,957 Est. Cost $32.53 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $385 Shares 12,262 Est. Cost $31.40 Unrealized
JD JD.COM INC 0.0%
Value ($000) $382 Shares 7,594 Est. Cost $50.30 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $379 Shares 9,406 Est. Cost $40.54 Unrealized -3.2%
CB CHUBB LIMITED 0.0%
Value ($000) $377 Shares 2,077 Est. Cost $181.71 Unrealized 0.0%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $376 Shares 3,700 Est. Cost $105.57 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $375 Shares 13,395 Est. Cost $33.45 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $373 Shares 16,552 Est. Cost $22.54 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $364 Shares 12,916 Est. Cost $28.56 Unrealized 0.0%
PFF ISHARES TR 0.0%
Value ($000) $364 Shares 11,481 Est. Cost $31.70 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $358 Shares 3,317 Est. Cost $155.39 Unrealized -23.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $350 Shares 9,739 Est. Cost $33.41 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $349 Shares 22,297 Est. Cost $15.65 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $345 Shares 8,879 Est. Cost $36.57 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $344 Shares 12,999 Est. Cost $27.63 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $343 Shares 11,632 Est. Cost $29.49 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $343 Shares 4,608 Est. Cost $84.42 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $339 Shares 1,996 Est. Cost $169.84 Unrealized
BP BP PLC 0.0%
Value ($000) $325 Shares 11,396 Est. Cost $28.52 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $325 Shares 8,062 Est. Cost $39.37 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $323 Shares 2,735 Est. Cost $66.48 Unrealized 0.0%
CRI CARTERS INC 0.0%
Value ($000) $312 Shares 4,758 Est. Cost $83.02 Unrealized -21.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $311 Shares 2,556 Est. Cost $95.09 Unrealized +31.9%
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $310 Shares 6,963 Est. Cost $44.52 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $307 Shares 2,172 Est. Cost $95.08 Unrealized +53.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $300 Shares 6,321 Est. Cost $47.46 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $298 Shares 3,710 Est. Cost $94.44 Unrealized
APTIV PLC 0.0%
Value ($000) $295 Shares 3,772 Est. Cost $78.21 Unrealized
VEGN ETF SER SOLUTIONS 0.0%
Value ($000) $293 Shares 9,763 Est. Cost $39.43 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $289 Shares 8,918 Est. Cost $39.45 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $289 Shares 1,203 Est. Cost $232.01 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $286 Shares 2,229 Est. Cost $128.86 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $286 Shares 867 Est. Cost $337.49 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $285 Shares 4,033 Est. Cost $75.73 Unrealized 0.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $285 Shares 6,121 Est. Cost $46.56 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $284 Shares 2,206 Est. Cost $128.74 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $279 Shares 2,332 Est. Cost $121.78 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $277 Shares 1,617 Est. Cost $171.86 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $276 Shares 4,445 Est. Cost $62.09 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $274 Shares 933 Est. Cost $281.16 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $268 Shares 2,387 Est. Cost $112.11 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $268 Shares 486 Est. Cost $551.44 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $267 Shares 6,199 Est. Cost $49.17 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $266 Shares 2,604 Est. Cost $102.15 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $265 Shares 3,205 Est. Cost $78.64 Unrealized +22.4%
DOW DOW INC 0.0%
Value ($000) $264 Shares 6,015 Est. Cost $41.46 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $263 Shares 4,603 Est. Cost $50.19 Unrealized +11.9%
SNBR SLEEP NUMBER CORP 0.0%
Value ($000) $263 Shares 7,785 Est. Cost $35.72 Unrealized +12.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $260 Shares 2,576 Est. Cost $50.66 Unrealized 0.0%
EEM ISHARES TR 0.0%
Value ($000) $260 Shares 7,439 Est. Cost $34.95 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $258 Shares 8,783 Est. Cost $33.68 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $258 Shares 3,002 Est. Cost $85.86 Unrealized 0.0%
SMCAY SMC CORP JAPAN 0.0%
Value ($000) $258 Shares 12,840 Est. Cost $20.60 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $256 Shares 4,864 Est. Cost $54.05 Unrealized 0.0%
DGRS WISDOMTREE TR 0.0%
Value ($000) $256 Shares 7,116 Est. Cost $35.98 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $255 Shares 2,226 Est. Cost $114.56 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $253 Shares 8,830 Est. Cost $26.21 Unrealized +6.4%
EXC EXELON CORP 0.0%
Value ($000) $249 Shares 6,650 Est. Cost $39.06 Unrealized 0.0%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $248 Shares 2,000 Est. Cost $123.50 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $244 Shares 4,960 Est. Cost $49.19 Unrealized
GSK GSK PLC 0.0%
Value ($000) $244 Shares 8,295 Est. Cost $29.42 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $243 Shares 6,854 Est. Cost $41.42 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $243 Shares 6,667 Est. Cost $36.45 Unrealized
DCH AMERICAN AXLE & MFG HLDGS IN 0.0%
Value ($000) $239 Shares 35,000 Est. Cost $9.91 Unrealized -9.2%
AMKBY A P MOLLER-MAERSK A/S 0.0%
Value ($000) $228 Shares 25,000 Est. Cost $9.12 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $224 Shares 3,005 Est. Cost $74.59 Unrealized +32.9%
PSX PHILLIPS 66 0.0%
Value ($000) $223 Shares 2,757 Est. Cost $75.39 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $221 Shares 3,350 Est. Cost $65.97 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $221 Shares 1,820 Est. Cost $121.43 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $218 Shares 4,060 Est. Cost $53.69 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $215 Shares 6,865 Est. Cost $31.32 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $205 Shares 2,000 Est. Cost $102.50 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $173 Shares 10,251 Est. Cost $13.92 Unrealized 0.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $167 Shares 26,864 Est. Cost $4.69 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $154 Shares 18,152 Est. Cost $13.19 Unrealized -36.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $133 Shares 11,579 Est. Cost $13.59 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $126 Shares 11,278 Est. Cost $10.55 Unrealized +3.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $124 Shares 10,939 Est. Cost $15.38 Unrealized
OIS OIL STS INTL INC 0.0%
Value ($000) $101 Shares 25,931 Est. Cost $5.87 Unrealized -18.7%
VERTEX ENERGY INC 0.0%
Value ($000) $93 Shares 15,000 Est. Cost $6.20 Unrealized
VWDRY VESTAS WIND SYS AS 0.0%
Value ($000) $66 Shares 10,599 Est. Cost $6.23 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $63 Shares 10,383 Est. Cost $6.07 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $61 Shares 11,000 Est. Cost $7.59 Unrealized 0.0%
PYROGENESIS CDA INC 0.0%
Value ($000) $22 Shares 20,000 Est. Cost $1.10 Unrealized
MHGI MIDNIGHT HLDGS GROUP INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized 0.0%
WATER NOW INC 0.0%
Value ($000) $0 Shares 110,000 Est. Cost Unrealized