Cadence Bank Diversified Active

CIK: 0001299939 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $1,082,797 (100.0% shares, 0.0% debt)

Holdings (331)

MUSA MURPHY USA INC 10.9%
Value ($000) $117,848 Shares 421,577 Est. Cost $73.43 Unrealized +289.1%
MUR MURPHY OIL CORP 6.6%
Value ($000) $71,046 Shares 1,651,844 Est. Cost $22.53 Unrealized +76.8%
MGC VANGUARD WORLD FD 5.5%
Value ($000) $59,794 Shares 451,616 Est. Cost $100.20 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $32,121 Shares 133,938 Est. Cost $158.08 Unrealized +48.1%
AAPL APPLE INC 2.4%
Value ($000) $25,465 Shares 195,988 Est. Cost $115.93 Unrealized +21.4%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $23,460 Shares 212,691 Est. Cost $71.36 Unrealized +34.9%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $21,911 Shares 144,569 Est. Cost $130.37 Unrealized -0.4%
ACWX ISHARES TR 1.8%
Value ($000) $19,256 Shares 423,215 Est. Cost $49.96 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $16,732 Shares 43,752 Est. Cost $368.84 Unrealized
CADE CADENCE BANK 1.5%
Value ($000) $16,045 Shares 650,642 Est. Cost $25.89 Unrealized -7.5%
WMT WALMART INC 1.5%
Value ($000) $15,917 Shares 112,259 Est. Cost $37.46 Unrealized +21.9%
ABBV ABBVIE INC 1.5%
Value ($000) $15,890 Shares 98,324 Est. Cost $74.88 Unrealized +83.3%
PRU PRUDENTIAL FINL INC 1.4%
Value ($000) $15,547 Shares 156,315 Est. Cost $65.26 Unrealized +32.9%
AVGO BROADCOM INC 1.3%
Value ($000) $14,105 Shares 25,227 Est. Cost $26.64 Unrealized +78.7%
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $14,105 Shares 139,762 Est. Cost $62.66 Unrealized +39.9%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $13,489 Shares 138,522 Est. Cost $48.42 Unrealized +92.6%
VO VANGUARD INDEX FDS 1.2%
Value ($000) $12,749 Shares 62,554 Est. Cost $167.07 Unrealized
EXE CHESAPEAKE ENERGY CORP 1.0%
Value ($000) $10,750 Shares 113,918 Est. Cost $57.17 Unrealized +53.8%
CSCO CISCO SYS INC 1.0%
Value ($000) $10,720 Shares 225,029 Est. Cost $35.26 Unrealized +17.6%
EOG EOG RES INC 1.0%
Value ($000) $10,645 Shares 82,189 Est. Cost $47.75 Unrealized +146.7%
VB VANGUARD INDEX FDS 0.9%
Value ($000) $10,130 Shares 55,194 Est. Cost $168.93 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $10,060 Shares 556,416 Est. Cost $14.26 Unrealized +6.5%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $9,794 Shares 114,080 Est. Cost $55.14 Unrealized +28.4%
QSR RESTAURANT BRANDS INTL INC 0.9%
Value ($000) $9,678 Shares 149,645 Est. Cost $54.70 Unrealized +12.3%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $9,084 Shares 52,256 Est. Cost $95.40 Unrealized +55.2%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $8,745 Shares 65,209 Est. Cost $102.35 Unrealized +14.9%
TOTALENERGIES SE 0.8%
Value ($000) $8,429 Shares 135,776 Est. Cost $48.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $8,420 Shares 117,025 Est. Cost $43.89 Unrealized +48.6%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $8,412 Shares 213,506 Est. Cost $37.52 Unrealized -18.0%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $8,342 Shares 46,476 Est. Cost $124.01 Unrealized +23.6%
FHN FIRST HORIZON CORPORATION 0.8%
Value ($000) $8,324 Shares 339,746 Est. Cost $12.79 Unrealized +68.4%
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $7,981 Shares 34,437 Est. Cost $185.52 Unrealized +21.9%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $7,921 Shares 56,218 Est. Cost $105.25 Unrealized +16.9%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $7,659 Shares 30,870 Est. Cost $169.31 Unrealized +35.2%
QCOM QUALCOMM INC 0.6%
Value ($000) $7,001 Shares 63,677 Est. Cost $84.53 Unrealized +28.8%
ORI OLD REP INTL CORP 0.6%
Value ($000) $6,849 Shares 283,603 Est. Cost $12.79 Unrealized +47.5%
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $6,724 Shares 93,596 Est. Cost $85.46 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.6%
Value ($000) $6,668 Shares 80,314 Est. Cost $54.32 Unrealized +22.1%
GOOGL ALPHABET INC 0.6%
Value ($000) $6,439 Shares 72,976 Est. Cost $109.00 Unrealized -13.5%
FDX FEDEX CORP 0.6%
Value ($000) $6,428 Shares 37,113 Est. Cost $177.18 Unrealized -12.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $6,365 Shares 36,031 Est. Cost $146.09 Unrealized +7.5%
MRK MERCK & CO INC 0.6%
Value ($000) $6,140 Shares 55,338 Est. Cost $74.64 Unrealized +24.3%
BEN FRANKLIN RESOURCES INC 0.6%
Value ($000) $6,032 Shares 228,653 Est. Cost $21.04 Unrealized -0.5%
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $5,995 Shares 71,999 Est. Cost $36.62 Unrealized +102.7%
LOW LOWES COS INC 0.5%
Value ($000) $5,725 Shares 28,734 Est. Cost $182.38 Unrealized +3.2%
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $5,297 Shares 134,552 Est. Cost $28.25 Unrealized +20.1%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $5,240 Shares 19,637 Est. Cost $240.20 Unrealized +9.9%
COP CONOCOPHILLIPS 0.5%
Value ($000) $5,233 Shares 44,348 Est. Cost $83.33 Unrealized +31.3%
HD HOME DEPOT INC 0.5%
Value ($000) $5,209 Shares 16,490 Est. Cost $255.61 Unrealized +10.0%
RDIV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $5,082 Shares 116,635 Est. Cost $35.06 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $4,983 Shares 27,581 Est. Cost $146.53 Unrealized +9.8%
KO COCA COLA CO 0.5%
Value ($000) $4,894 Shares 76,932 Est. Cost $54.12 Unrealized +1.5%
ABT ABBOTT LABS 0.5%
Value ($000) $4,878 Shares 44,431 Est. Cost $99.04 Unrealized -1.4%
PFE PFIZER INC 0.4%
Value ($000) $4,746 Shares 92,630 Est. Cost $37.60 Unrealized +6.9%
NTR NUTRIEN LTD 0.4%
Value ($000) $4,627 Shares 63,352 Est. Cost $37.27 Unrealized +90.8%
CBRL CRACKER BARREL OLD CTRY STOR 0.4%
Value ($000) $4,516 Shares 47,665 Est. Cost $107.97 Unrealized -15.7%
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $4,486 Shares 41,133 Est. Cost $101.98 Unrealized -4.4%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $4,459 Shares 59,355 Est. Cost $80.26 Unrealized -14.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $4,452 Shares 12,169 Est. Cost $288.47 Unrealized +19.9%
FHI FEDERATED HERMES INC 0.4%
Value ($000) $4,413 Shares 121,531 Est. Cost $28.95 Unrealized +5.8%
D DOMINION ENERGY INC 0.4%
Value ($000) $4,365 Shares 71,192 Est. Cost $54.91 Unrealized -2.3%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $4,356 Shares 12,398 Est. Cost $268.36 Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $4,225 Shares 103,782 Est. Cost $33.48 Unrealized -2.9%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $4,122 Shares 28,205 Est. Cost $15.79 Unrealized -7.2%
TFC TRUIST FINL CORP 0.4%
Value ($000) $4,010 Shares 93,202 Est. Cost $40.21 Unrealized -7.8%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $3,887 Shares 11,179 Est. Cost $317.41 Unrealized +1.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $3,712 Shares 6,740 Est. Cost $554.13 Unrealized -5.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $3,672 Shares 47,251 Est. Cost $74.34 Unrealized -1.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $3,646 Shares 13,834 Est. Cost $215.40 Unrealized +13.9%
EFA ISHARES TR 0.3%
Value ($000) $3,595 Shares 54,771 Est. Cost $57.04 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $3,564 Shares 42,425 Est. Cost $125.48 Unrealized -21.3%
V VISA INC 0.3%
Value ($000) $3,419 Shares 16,456 Est. Cost $169.18 Unrealized +16.4%
UNP UNION PAC CORP 0.3%
Value ($000) $3,399 Shares 16,414 Est. Cost $204.23 Unrealized -6.9%
AAP ADVANCE AUTO PARTS INC 0.3%
Value ($000) $3,391 Shares 23,061 Est. Cost $150.07 Unrealized 0.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,286 Shares 12,380 Est. Cost $162.17 Unrealized +40.7%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $3,215 Shares 10,325 Est. Cost $250.71 Unrealized +16.4%
IVV ISHARES TR 0.3%
Value ($000) $3,144 Shares 8,184 Est. Cost $358.67 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $3,140 Shares 74,806 Est. Cost $37.14 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $3,074 Shares 14,347 Est. Cost $210.37 Unrealized
FISV FISERV INC 0.3%
Value ($000) $3,029 Shares 29,967 Est. Cost $86.01 Unrealized +15.8%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,972 Shares 89,722 Est. Cost $30.75 Unrealized +3.1%
IJH ISHARES TR 0.3%
Value ($000) $2,921 Shares 12,075 Est. Cost $219.58 Unrealized
RNST RENASANT CORP 0.3%
Value ($000) $2,899 Shares 77,120 Est. Cost $35.63 Unrealized +6.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,858 Shares 9,251 Est. Cost $254.60 Unrealized +16.6%
WEST WESTROCK COFFEE CO 0.3%
Value ($000) $2,836 Shares 212,246 Est. Cost $11.03 Unrealized +8.3%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $2,805 Shares 11,385 Est. Cost $222.85 Unrealized -1.1%
PCH POTLATCHDELTIC CORPORATION 0.3%
Value ($000) $2,799 Shares 63,617 Est. Cost $43.68 Unrealized
MTN VAIL RESORTS INC 0.2%
Value ($000) $2,704 Shares 11,345 Est. Cost $234.64 Unrealized 0.0%
SDY SPDR SER TR 0.2%
Value ($000) $2,603 Shares 20,808 Est. Cost $111.49 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $2,522 Shares 50,119 Est. Cost $50.82 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $2,419 Shares 16,673 Est. Cost $142.91 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,270 Shares 24,356 Est. Cost $87.64 Unrealized -1.9%
TGT TARGET CORP 0.2%
Value ($000) $2,245 Shares 15,065 Est. Cost $142.93 Unrealized -1.4%
IVW ISHARES TR 0.2%
Value ($000) $2,213 Shares 37,831 Est. Cost $58.50 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $2,179 Shares 25,077 Est. Cost $104.56 Unrealized -10.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,144 Shares 11,212 Est. Cost $173.77 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2,140 Shares 8,149 Est. Cost $185.93 Unrealized +30.6%
MCK MCKESSON CORP 0.2%
Value ($000) $2,134 Shares 5,689 Est. Cost $341.28 Unrealized +7.6%
GIS GENERAL MLS INC 0.2%
Value ($000) $2,128 Shares 25,384 Est. Cost $52.90 Unrealized +37.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $1,962 Shares 32,017 Est. Cost $57.34 Unrealized -9.1%
DHS WISDOMTREE TR 0.2%
Value ($000) $1,950 Shares 22,656 Est. Cost $75.85 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,909 Shares 14,081 Est. Cost $114.59 Unrealized +6.0%
DVY ISHARES TR 0.2%
Value ($000) $1,902 Shares 15,773 Est. Cost $105.30 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,874 Shares 7,665 Est. Cost $192.35 Unrealized +14.3%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,821 Shares 9,714 Est. Cost $152.19 Unrealized +11.3%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,810 Shares 4,190 Est. Cost $398.33 Unrealized +1.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,779 Shares 17,580 Est. Cost $78.12 Unrealized +4.1%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $1,777 Shares 82,418 Est. Cost $15.16 Unrealized +24.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,724 Shares 10,437 Est. Cost $114.86 Unrealized +32.3%
PWR QUANTA SVCS INC 0.2%
Value ($000) $1,721 Shares 12,074 Est. Cost $136.02 Unrealized +3.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,719 Shares 5,108 Est. Cost $227.57 Unrealized +40.5%
IJR ISHARES TR 0.2%
Value ($000) $1,700 Shares 17,962 Est. Cost $89.80 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $1,675 Shares 6,913 Est. Cost $183.39 Unrealized +20.4%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,669 Shares 17,953 Est. Cost $100.28 Unrealized -7.2%
CF CF INDS HLDGS INC 0.2%
Value ($000) $1,638 Shares 19,230 Est. Cost $90.50 Unrealized +4.4%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,606 Shares 11,612 Est. Cost $112.18 Unrealized +12.6%
GOOG ALPHABET INC 0.1%
Value ($000) $1,604 Shares 18,072 Est. Cost $109.22 Unrealized -13.3%
UFPI UFP INDUSTRIES INC 0.1%
Value ($000) $1,573 Shares 19,845 Est. Cost $43.37 Unrealized +76.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,528 Shares 12,041 Est. Cost $99.36 Unrealized +14.8%
DE DEERE & CO 0.1%
Value ($000) $1,519 Shares 3,542 Est. Cost $284.44 Unrealized +36.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,509 Shares 3,305 Est. Cost $498.08 Unrealized -5.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,491 Shares 6,243 Est. Cost $186.79 Unrealized +22.6%
INTC INTEL CORP 0.1%
Value ($000) $1,483 Shares 56,095 Est. Cost $39.45 Unrealized -32.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,480 Shares 2,791 Est. Cost $495.09 Unrealized +1.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,447 Shares 9,530 Est. Cost $128.12 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $1,395 Shares 33,897 Est. Cost $37.80 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,394 Shares 2,865 Est. Cost $365.51 Unrealized +16.7%
DTE DTE ENERGY CO 0.1%
Value ($000) $1,355 Shares 11,525 Est. Cost $114.81 Unrealized -11.6%
EATON CORP PLC 0.1%
Value ($000) $1,306 Shares 8,322 Est. Cost $156.95 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,277 Shares 3,814 Est. Cost $354.09 Unrealized -9.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,263 Shares 52,352 Est. Cost $23.83 Unrealized
BBJP J P MORGAN EXCHANGE TRADED 0.1%
Value ($000) $1,241 Shares 27,650 Est. Cost $44.90 Unrealized
BBCA J P MORGAN EXCHANGE TRADED 0.1%
Value ($000) $1,236 Shares 21,569 Est. Cost $57.29 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,194 Shares 6,388 Est. Cost $117.59 Unrealized +70.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,177 Shares 17,652 Est. Cost $56.60 Unrealized +2.5%
SO SOUTHERN CO 0.1%
Value ($000) $1,158 Shares 16,216 Est. Cost $48.44 Unrealized +23.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,155 Shares 7,816 Est. Cost $120.41 Unrealized +18.2%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,149 Shares 19,293 Est. Cost $52.04 Unrealized
CIZN CITIZENS HLDG CO MISS 0.1%
Value ($000) $1,148 Shares 83,764 Est. Cost $15.77 Unrealized -23.4%
LAM RESEARCH CORP 0.1%
Value ($000) $1,145 Shares 2,724 Est. Cost $237.96 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $1,137 Shares 4,089 Est. Cost $127.01 Unrealized +98.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,107 Shares 10,749 Est. Cost $87.09 Unrealized -2.6%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1,095 Shares 14,376 Est. Cost $25.69 Unrealized +43.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,077 Shares 4,495 Est. Cost $130.07 Unrealized +58.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,073 Shares 4,031 Est. Cost $279.02 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $1,054 Shares 16,927 Est. Cost $66.64 Unrealized -12.5%
SIMO SILICON MOTION TECHNOLOGY CO 0.1%
Value ($000) $1,010 Shares 15,546 Est. Cost $52.21 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $993 Shares 4,632 Est. Cost $162.15 Unrealized +10.2%
T AT&T INC 0.1%
Value ($000) $979 Shares 53,159 Est. Cost $15.39 Unrealized -1.8%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $977 Shares 6,153 Est. Cost $165.43 Unrealized
CPRT COPART INC 0.1%
Value ($000) $973 Shares 15,976 Est. Cost $29.57 Unrealized +1.2%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $972 Shares 10,239 Est. Cost $83.59 Unrealized -3.2%
SNPS SYNOPSYS INC 0.1%
Value ($000) $969 Shares 3,036 Est. Cost $89.42 Unrealized +250.0%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $958 Shares 5,429 Est. Cost $86.69 Unrealized +98.6%
MPC MARATHON PETE CORP 0.1%
Value ($000) $955 Shares 8,206 Est. Cost $53.43 Unrealized +99.2%
INTU INTUIT 0.1%
Value ($000) $953 Shares 2,448 Est. Cost $422.65 Unrealized -8.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $937 Shares 2 Est. Cost $284799.47 Unrealized +57.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $912 Shares 5,772 Est. Cost $141.99 Unrealized -1.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $911 Shares 19,930 Est. Cost $33.06 Unrealized +6.0%
HUM HUMANA INC 0.1%
Value ($000) $909 Shares 1,774 Est. Cost $469.33 Unrealized +8.2%
HPQ HP INC 0.1%
Value ($000) $905 Shares 33,678 Est. Cost $27.00 Unrealized -9.1%
IWP ISHARES TR 0.1%
Value ($000) $898 Shares 10,745 Est. Cost $78.46 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $898 Shares 6,920 Est. Cost $53.54 Unrealized +116.1%
IJK ISHARES TR 0.1%
Value ($000) $872 Shares 12,768 Est. Cost $63.00 Unrealized
BBAX J P MORGAN EXCHANGE TRADED 0.1%
Value ($000) $871 Shares 17,806 Est. Cost $48.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $851 Shares 11,422 Est. Cost $44.31 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $825 Shares 977 Est. Cost $40.62 Unrealized +32.4%
ORCL ORACLE CORP 0.1%
Value ($000) $820 Shares 10,036 Est. Cost $62.85 Unrealized +16.5%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $820 Shares 16,575 Est. Cost $49.49 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $813 Shares 9,723 Est. Cost $77.12 Unrealized -4.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $810 Shares 5,767 Est. Cost $116.65 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $809 Shares 1,826 Est. Cost $401.42 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $803 Shares 13,883 Est. Cost $57.82 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $800 Shares 7,780 Est. Cost $103.42 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $795 Shares 7,545 Est. Cost $96.09 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $772 Shares 8,474 Est. Cost $92.34 Unrealized -12.1%
IWO ISHARES TR 0.1%
Value ($000) $772 Shares 3,597 Est. Cost $206.74 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $760 Shares 3,911 Est. Cost $122.40 Unrealized +62.0%
IWD ISHARES TR 0.1%
Value ($000) $754 Shares 4,974 Est. Cost $136.08 Unrealized
EE EXCELERATE ENERGY INC 0.1%
Value ($000) $752 Shares 30,000 Est. Cost $23.16 Unrealized +10.8%
MET METLIFE INC 0.1%
Value ($000) $751 Shares 10,374 Est. Cost $57.65 Unrealized +12.9%
IWM ISHARES TR 0.1%
Value ($000) $744 Shares 4,268 Est. Cost $166.67 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $729 Shares 6,733 Est. Cost $85.58 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $722 Shares 6,288 Est. Cost $114.77 Unrealized
TRMK TRUSTMARK CORP 0.1%
Value ($000) $714 Shares 20,458 Est. Cost $24.93 Unrealized +27.1%
MGA MAGNA INTL INC 0.1%
Value ($000) $713 Shares 12,685 Est. Cost $44.73 Unrealized +11.8%
IEF ISHARES TR 0.1%
Value ($000) $710 Shares 7,412 Est. Cost $95.78 Unrealized
OUNZ VANECK MERK GOLD TR 0.1%
Value ($000) $702 Shares 39,698 Est. Cost $17.52 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $701 Shares 21,050 Est. Cost $15.52 Unrealized +76.8%
EVR EVERCORE INC 0.1%
Value ($000) $700 Shares 6,414 Est. Cost $75.43 Unrealized +31.2%
NTES NETEASE INC 0.1%
Value ($000) $685 Shares 9,435 Est. Cost $144.44 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $667 Shares 2,409 Est. Cost $309.98 Unrealized -8.9%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $658 Shares 15,813 Est. Cost $38.83 Unrealized
BA BOEING CO 0.1%
Value ($000) $656 Shares 3,446 Est. Cost $153.37 Unrealized +6.6%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $652 Shares 2,461 Est. Cost $269.72 Unrealized +7.9%
GNTX GENTEX CORP 0.1%
Value ($000) $650 Shares 23,825 Est. Cost $21.05 Unrealized +26.7%
SEIC SEI INVTS CO 0.1%
Value ($000) $637 Shares 10,926 Est. Cost $47.70 Unrealized +12.7%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $634 Shares 14,773 Est. Cost $55.91 Unrealized -21.2%
IJJ ISHARES TR 0.1%
Value ($000) $633 Shares 6,280 Est. Cost $89.97 Unrealized
UNILEVER PLC 0.1%
Value ($000) $632 Shares 12,554 Est. Cost $43.88 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $629 Shares 4,648 Est. Cost $148.10 Unrealized
RHI ROBERT HALF INTL INC 0.1%
Value ($000) $628 Shares 8,504 Est. Cost $56.61 Unrealized +34.8%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $627 Shares 10,716 Est. Cost $58.48 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $621 Shares 4,003 Est. Cost $138.95 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $604 Shares 1,287 Est. Cost $235.04 Unrealized +83.5%
COOPER COS INC 0.1%
Value ($000) $601 Shares 1,819 Est. Cost $217.95 Unrealized
THRM GENTHERM INC 0.1%
Value ($000) $599 Shares 9,179 Est. Cost $38.62 Unrealized +67.3%
THO THOR INDS INC 0.1%
Value ($000) $598 Shares 7,918 Est. Cost $98.99 Unrealized -24.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $595 Shares 1,733 Est. Cost $297.04 Unrealized +8.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $593 Shares 7,525 Est. Cost $70.66 Unrealized -1.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $593 Shares 4,367 Est. Cost $114.30 Unrealized -1.4%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $592 Shares 7,879 Est. Cost $74.39 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $592 Shares 17,589 Est. Cost $48.09 Unrealized -30.2%
SSD SIMPSON MFG INC 0.1%
Value ($000) $590 Shares 6,656 Est. Cost $57.45 Unrealized +48.5%
LKQ LKQ CORP 0.1%
Value ($000) $589 Shares 11,034 Est. Cost $47.75 Unrealized +1.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $559 Shares 5,820 Est. Cost $77.62 Unrealized +8.9%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $549 Shares 46,245 Est. Cost $11.87 Unrealized
MMM 3M CO 0.1%
Value ($000) $545 Shares 4,547 Est. Cost $106.27 Unrealized -14.7%
SHY ISHARES TR 0.1%
Value ($000) $543 Shares 6,687 Est. Cost $81.17 Unrealized
DK DELEK US HLDGS INC NEW 0.0%
Value ($000) $540 Shares 20,000 Est. Cost $15.14 Unrealized +69.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $537 Shares 10,533 Est. Cost $56.59 Unrealized -12.3%
META META PLATFORMS INC 0.0%
Value ($000) $537 Shares 4,460 Est. Cost $164.72 Unrealized -29.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $536 Shares 5,406 Est. Cost $78.36 Unrealized +11.7%
AGG ISHARES TR 0.0%
Value ($000) $522 Shares 5,386 Est. Cost $96.35 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $522 Shares 4,630 Est. Cost $66.24 Unrealized +51.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $518 Shares 9,697 Est. Cost $33.41 Unrealized +37.9%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $518 Shares 35,074 Est. Cost $16.17 Unrealized
PII POLARIS INC 0.0%
Value ($000) $515 Shares 5,098 Est. Cost $117.41 Unrealized -11.3%
NVS NOVARTIS AG 0.0%
Value ($000) $500 Shares 5,507 Est. Cost $76.15 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $500 Shares 14,921 Est. Cost $29.62 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $476 Shares 2,731 Est. Cost $127.99 Unrealized +32.2%
IWN ISHARES TR 0.0%
Value ($000) $469 Shares 3,383 Est. Cost $129.18 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $455 Shares 2,148 Est. Cost $195.02 Unrealized -4.3%
IDV ISHARES TR 0.0%
Value ($000) $452 Shares 16,628 Est. Cost $22.54 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $449 Shares 3,700 Est. Cost $105.57 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $447 Shares 20,732 Est. Cost $19.31 Unrealized +17.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $441 Shares 2,070 Est. Cost $214.01 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $433 Shares 11,602 Est. Cost $31.40 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $431 Shares 1,142 Est. Cost $334.63 Unrealized +1.0%
DEM WISDOMTREE TR 0.0%
Value ($000) $427 Shares 11,972 Est. Cost $32.53 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $426 Shares 13,395 Est. Cost $33.45 Unrealized
JD JD.COM INC 0.0%
Value ($000) $426 Shares 7,594 Est. Cost $50.30 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $425 Shares 2,921 Est. Cost $156.07 Unrealized -9.1%
CB CHUBB LIMITED 0.0%
Value ($000) $421 Shares 1,907 Est. Cost $181.71 Unrealized +10.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $417 Shares 29,571 Est. Cost $11.42 Unrealized +9.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $416 Shares 3,069 Est. Cost $139.25 Unrealized -18.4%
USB US BANCORP DEL 0.0%
Value ($000) $411 Shares 9,427 Est. Cost $40.54 Unrealized -9.5%
BP BP PLC 0.0%
Value ($000) $398 Shares 11,396 Est. Cost $28.52 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $397 Shares 3,733 Est. Cost $126.18 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $387 Shares 12,916 Est. Cost $28.56 Unrealized -6.2%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $386 Shares 22,851 Est. Cost $15.68 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $383 Shares 2,556 Est. Cost $95.09 Unrealized +46.9%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $381 Shares 4,608 Est. Cost $84.42 Unrealized
JEPI J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $377 Shares 6,915 Est. Cost $54.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX 0.0%
Value ($000) $368 Shares 9,428 Est. Cost $37.19 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $364 Shares 8,879 Est. Cost $36.57 Unrealized +14.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $364 Shares 5,366 Est. Cost $117.06 Unrealized -44.1%
DEO DIAGEO PLC 0.0%
Value ($000) $355 Shares 1,994 Est. Cost $169.84 Unrealized
APTIV PLC 0.0%
Value ($000) $351 Shares 3,772 Est. Cost $78.21 Unrealized
BLACKROCK INC 0.0%
Value ($000) $347 Shares 490 Est. Cost $551.44 Unrealized
JPEM J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $341 Shares 6,919 Est. Cost $44.52 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $331 Shares 9,469 Est. Cost $33.41 Unrealized -10.0%
UGI UGI CORP NEW 0.0%
Value ($000) $331 Shares 8,918 Est. Cost $39.45 Unrealized -8.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $329 Shares 3,317 Est. Cost $155.39 Unrealized -35.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $328 Shares 13,269 Est. Cost $27.62 Unrealized -0.9%
PFF ISHARES TR 0.0%
Value ($000) $328 Shares 10,731 Est. Cost $31.70 Unrealized
DOW DOW INC 0.0%
Value ($000) $324 Shares 6,425 Est. Cost $41.40 Unrealized -2.1%
IWR ISHARES TR 0.0%
Value ($000) $323 Shares 4,790 Est. Cost $62.48 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $321 Shares 2,172 Est. Cost $95.08 Unrealized +44.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $321 Shares 7,770 Est. Cost $39.37 Unrealized +3.7%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $320 Shares 2,783 Est. Cost $66.31 Unrealized -14.7%
FNV FRANCO NEV CORP 0.0%
Value ($000) $318 Shares 2,332 Est. Cost $121.78 Unrealized +5.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $317 Shares 6,321 Est. Cost $47.46 Unrealized
GSK GSK PLC 0.0%
Value ($000) $314 Shares 8,929 Est. Cost $29.82 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $313 Shares 6,121 Est. Cost $46.56 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $313 Shares 2,229 Est. Cost $128.86 Unrealized -0.8%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $311 Shares 11,111 Est. Cost $29.49 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $308 Shares 4,033 Est. Cost $75.73 Unrealized -2.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $306 Shares 3,710 Est. Cost $94.44 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $305 Shares 1,617 Est. Cost $171.86 Unrealized +5.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $296 Shares 1,203 Est. Cost $232.01 Unrealized +0.5%
VEGN ETF SER SOLUTIONS 0.0%
Value ($000) $295 Shares 9,383 Est. Cost $39.43 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $289 Shares 8,790 Est. Cost $26.21 Unrealized +7.7%
PSX PHILLIPS 66 0.0%
Value ($000) $287 Shares 2,757 Est. Cost $75.39 Unrealized +21.2%
DGRS WISDOMTREE TR 0.0%
Value ($000) $286 Shares 7,116 Est. Cost $35.98 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $282 Shares 7,430 Est. Cost $34.95 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $281 Shares 2,496 Est. Cost $50.66 Unrealized -3.5%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $280 Shares 2,000 Est. Cost $123.50 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $274 Shares 6,854 Est. Cost $41.42 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $271 Shares 2,570 Est. Cost $102.15 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $269 Shares 867 Est. Cost $337.49 Unrealized -6.3%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $269 Shares 5,662 Est. Cost $47.43 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $266 Shares 4,517 Est. Cost $50.19 Unrealized +21.8%
PSA PUBLIC STORAGE 0.0%
Value ($000) $262 Shares 934 Est. Cost $281.16 Unrealized -8.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $261 Shares 2,257 Est. Cost $112.11 Unrealized -4.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $259 Shares 730 Est. Cost $318.25 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $256 Shares 15,976 Est. Cost $14.48 Unrealized +1.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $250 Shares 2,622 Est. Cost $85.86 Unrealized -4.9%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $249 Shares 2,991 Est. Cost $80.24 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $247 Shares 1,820 Est. Cost $121.43 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $244 Shares 4,960 Est. Cost $49.19 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $244 Shares 5,650 Est. Cost $39.06 Unrealized -9.9%
USMV ISHARES TR 0.0%
Value ($000) $241 Shares 3,338 Est. Cost $65.97 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $239 Shares 3,205 Est. Cost $78.64 Unrealized -2.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $235 Shares 3,426 Est. Cost $25.00 Unrealized 0.0%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $228 Shares 3,005 Est. Cost $74.59 Unrealized +2.3%
KKR KKR & CO INC 0.0%
Value ($000) $224 Shares 4,820 Est. Cost $49.17 Unrealized -3.3%
ICF ISHARES TR 0.0%
Value ($000) $223 Shares 4,060 Est. Cost $53.69 Unrealized
BBEU J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $222 Shares 4,584 Est. Cost $48.50 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $217 Shares 1,309 Est. Cost $153.47 Unrealized 0.0%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $216 Shares 1,894 Est. Cost $113.80 Unrealized
DWM WISDOMTREE TR 0.0%
Value ($000) $213 Shares 4,533 Est. Cost $47.04 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $212 Shares 2,983 Est. Cost $223.01 Unrealized -64.2%
MUB ISHARES TR 0.0%
Value ($000) $211 Shares 2,000 Est. Cost $102.50 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value ($000) $210 Shares 5,983 Est. Cost $32.72 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $207 Shares 1,620 Est. Cost $112.86 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $206 Shares 868 Est. Cost $224.77 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $205 Shares 1,820 Est. Cost $103.05 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $205 Shares 2,003 Est. Cost $94.86 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $205 Shares 18,407 Est. Cost $13.14 Unrealized -31.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $199 Shares 10,777 Est. Cost $13.92 Unrealized -0.4%
OIS OIL STS INTL INC 0.0%
Value ($000) $193 Shares 25,931 Est. Cost $5.87 Unrealized +5.3%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $193 Shares 27,578 Est. Cost $4.69 Unrealized -1.3%
BBLU EA SERIES TRUST 0.0%
Value ($000) $143 Shares 17,783 Est. Cost $8.05 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $121 Shares 10,427 Est. Cost $10.55 Unrealized -4.6%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $111 Shares 10,000 Est. Cost $11.14 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $107 Shares 10,598 Est. Cost $15.38 Unrealized
VERTEX ENERGY INC 0.0%
Value ($000) $93 Shares 15,000 Est. Cost $6.20 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $83 Shares 11,000 Est. Cost $7.59 Unrealized -6.6%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $25 Shares 216 Est. Cost $113.80 Unrealized
PYROGENESIS CDA INC 0.0%
Value ($000) $23 Shares 30,000 Est. Cost $0.98 Unrealized