Cadence Bank Diversified Active

CIK: 0001299939 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $1,137,105 (100.0% shares, 0.0% debt)

Holdings (325)

MUSA MURPHY USA INC 12.6%
Value ($000) $143,758 Shares 420,677 Est. Cost $73.43 Unrealized +327.9%
MUR MURPHY OIL CORP 6.6%
Value ($000) $74,811 Shares 1,649,644 Est. Cost $22.53 Unrealized +74.2%
MGC VANGUARD WORLD FD 5.8%
Value ($000) $65,745 Shares 432,903 Est. Cost $100.20 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $40,058 Shares 126,865 Est. Cost $159.66 Unrealized +103.3%
AAPL APPLE INC 3.0%
Value ($000) $33,626 Shares 196,401 Est. Cost $116.54 Unrealized +55.6%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $23,464 Shares 199,557 Est. Cost $71.36 Unrealized +41.5%
AVGO BROADCOM INC 1.9%
Value ($000) $21,578 Shares 25,980 Est. Cost $28.44 Unrealized +195.2%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $20,983 Shares 143,860 Est. Cost $130.37 Unrealized +10.5%
ACWX ISHARES TR 1.7%
Value ($000) $19,127 Shares 406,873 Est. Cost $49.96 Unrealized
CADE CADENCE BANK 1.7%
Value ($000) $18,801 Shares 885,997 Est. Cost $24.92 Unrealized -16.6%
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $18,590 Shares 43,487 Est. Cost $368.84 Unrealized
WMT WALMART INC 1.6%
Value ($000) $17,735 Shares 110,890 Est. Cost $37.46 Unrealized +38.3%
ABBV ABBVIE INC 1.4%
Value ($000) $15,423 Shares 103,471 Est. Cost $78.08 Unrealized +73.3%
PRU PRUDENTIAL FINL INC 1.3%
Value ($000) $14,979 Shares 157,860 Est. Cost $65.45 Unrealized +28.8%
AMAT APPLIED MATLS INC 1.3%
Value ($000) $14,500 Shares 104,730 Est. Cost $48.42 Unrealized +190.0%
CSCO CISCO SYS INC 1.1%
Value ($000) $12,563 Shares 233,694 Est. Cost $35.65 Unrealized +41.1%
VO VANGUARD INDEX FDS 1.1%
Value ($000) $12,468 Shares 59,875 Est. Cost $167.07 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $11,446 Shares 26,313 Est. Cost $15.79 Unrealized +183.6%
GOOGL ALPHABET INC 0.9%
Value ($000) $10,609 Shares 81,068 Est. Cost $110.38 Unrealized +16.3%
EOG EOG RES INC 0.9%
Value ($000) $10,496 Shares 82,800 Est. Cost $48.46 Unrealized +141.8%
RTX RTX CORPORATION 0.9%
Value ($000) $10,240 Shares 142,288 Est. Cost $63.03 Unrealized +28.9%
QSR RESTAURANT BRANDS INTL INC 0.9%
Value ($000) $10,224 Shares 153,460 Est. Cost $55.12 Unrealized +30.3%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $10,215 Shares 72,806 Est. Cost $111.07 Unrealized +18.6%
EXE CHESAPEAKE ENERGY CORP 0.9%
Value ($000) $10,002 Shares 115,990 Est. Cost $57.42 Unrealized +37.8%
FDX FEDEX CORP 0.9%
Value ($000) $9,924 Shares 37,462 Est. Cost $177.78 Unrealized +38.8%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $9,557 Shares 103,230 Est. Cost $84.39 Unrealized +2.1%
VB VANGUARD INDEX FDS 0.8%
Value ($000) $9,533 Shares 50,421 Est. Cost $168.93 Unrealized
KMI KINDER MORGAN INC DEL 0.8%
Value ($000) $9,517 Shares 574,003 Est. Cost $14.28 Unrealized +6.8%
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $8,971 Shares 35,693 Est. Cost $186.60 Unrealized +33.6%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $8,921 Shares 61,514 Est. Cost $102.35 Unrealized +39.0%
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $8,768 Shares 116,994 Est. Cost $55.74 Unrealized +26.8%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $7,752 Shares 239,195 Est. Cost $36.81 Unrealized -21.3%
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $7,631 Shares 80,579 Est. Cost $54.55 Unrealized +48.6%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $7,390 Shares 43,827 Est. Cost $124.01 Unrealized +17.5%
QCOM QUALCOMM INC 0.6%
Value ($000) $7,045 Shares 63,436 Est. Cost $84.78 Unrealized +29.8%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $7,017 Shares 31,756 Est. Cost $170.75 Unrealized +23.7%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $6,954 Shares 119,816 Est. Cost $44.00 Unrealized +23.5%
TOTALENERGIES SE 0.6%
Value ($000) $6,803 Shares 103,454 Est. Cost $48.25 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $6,795 Shares 12,651 Est. Cost $291.26 Unrealized +74.0%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $6,195 Shares 88,786 Est. Cost $84.77 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $5,913 Shares 28,448 Est. Cost $182.38 Unrealized +17.8%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $5,904 Shares 19,225 Est. Cost $241.00 Unrealized +26.3%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $5,844 Shares 37,492 Est. Cost $96.44 Unrealized +57.2%
BEN FRANKLIN RESOURCES INC 0.5%
Value ($000) $5,760 Shares 234,326 Est. Cost $21.09 Unrealized +11.9%
AMZN AMAZON COM INC 0.5%
Value ($000) $5,668 Shares 44,587 Est. Cost $123.14 Unrealized +8.8%
NTR NUTRIEN LTD 0.5%
Value ($000) $5,633 Shares 91,207 Est. Cost $43.81 Unrealized +33.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5,585 Shares 35,858 Est. Cost $146.15 Unrealized +4.9%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $5,429 Shares 13,824 Est. Cost $301.60 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $5,352 Shares 51,990 Est. Cost $74.64 Unrealized +33.8%
D DOMINION ENERGY INC 0.5%
Value ($000) $5,285 Shares 118,304 Est. Cost $53.14 Unrealized -17.1%
MTN VAIL RESORTS INC 0.5%
Value ($000) $5,267 Shares 23,736 Est. Cost $236.92 Unrealized +0.2%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $4,947 Shares 59,190 Est. Cost $80.26 Unrealized +4.9%
HD HOME DEPOT INC 0.4%
Value ($000) $4,805 Shares 15,903 Est. Cost $255.61 Unrealized +18.5%
COP CONOCOPHILLIPS 0.4%
Value ($000) $4,571 Shares 38,158 Est. Cost $83.33 Unrealized +29.5%
PEP PEPSICO INC 0.4%
Value ($000) $4,537 Shares 26,774 Est. Cost $146.53 Unrealized +14.1%
ABT ABBOTT LABS 0.4%
Value ($000) $4,431 Shares 45,750 Est. Cost $99.10 Unrealized +1.4%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $4,407 Shares 11,130 Est. Cost $317.41 Unrealized +24.8%
EFA ISHARES TR 0.4%
Value ($000) $4,359 Shares 63,247 Est. Cost $59.11 Unrealized
SYY SYSCO CORP 0.4%
Value ($000) $4,328 Shares 65,527 Est. Cost $70.99 Unrealized -5.6%
FHI FEDERATED HERMES INC 0.4%
Value ($000) $4,160 Shares 122,834 Est. Cost $28.95 Unrealized +6.2%
KO COCA COLA CO 0.4%
Value ($000) $4,147 Shares 74,076 Est. Cost $54.24 Unrealized +2.7%
MDT MEDTRONIC PLC 0.4%
Value ($000) $4,067 Shares 51,898 Est. Cost $74.66 Unrealized +4.2%
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $3,949 Shares 10,424 Est. Cost $303.72 Unrealized +22.4%
V VISA INC 0.3%
Value ($000) $3,719 Shares 16,171 Est. Cost $169.18 Unrealized +39.6%
HMC HONDA MOTOR LTD 0.3%
Value ($000) $3,685 Shares 109,548 Est. Cost $26.49 Unrealized
CFG CITIZENS FINL GROUP INC 0.3%
Value ($000) $3,631 Shares 135,467 Est. Cost $28.25 Unrealized -8.8%
IWF ISHARES TR 0.3%
Value ($000) $3,624 Shares 13,626 Est. Cost $211.12 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $3,619 Shares 107,579 Est. Cost $33.51 Unrealized -9.0%
RDIV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $3,572 Shares 96,035 Est. Cost $35.06 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $3,525 Shares 17,312 Est. Cost $203.44 Unrealized +1.3%
IVV ISHARES TR 0.3%
Value ($000) $3,459 Shares 8,056 Est. Cost $367.46 Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $3,378 Shares 10,247 Est. Cost $250.71 Unrealized +31.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $3,297 Shares 6,514 Est. Cost $554.13 Unrealized -4.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,218 Shares 9,186 Est. Cost $254.60 Unrealized +39.3%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $3,218 Shares 73,598 Est. Cost $37.14 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $3,192 Shares 12,115 Est. Cost $219.57 Unrealized +22.7%
FISV FISERV INC 0.3%
Value ($000) $3,038 Shares 26,896 Est. Cost $86.01 Unrealized +43.2%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,004 Shares 12,109 Est. Cost $162.17 Unrealized +35.8%
IJH ISHARES TR 0.3%
Value ($000) $2,976 Shares 11,937 Est. Cost $220.33 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.3%
Value ($000) $2,888 Shares 63,617 Est. Cost $43.68 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $2,850 Shares 85,931 Est. Cost $37.57 Unrealized -18.6%
AAP ADVANCE AUTO PARTS INC 0.2%
Value ($000) $2,666 Shares 47,658 Est. Cost $139.18 Unrealized -54.3%
WEN WENDYS CO 0.2%
Value ($000) $2,565 Shares 125,679 Est. Cost $20.88 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value ($000) $2,541 Shares 4,983 Est. Cost $227.57 Unrealized +130.5%
ETN EATON CORP PLC 0.2%
Value ($000) $2,532 Shares 11,874 Est. Cost $162.61 Unrealized +29.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $2,516 Shares 87,953 Est. Cost $40.16 Unrealized -32.4%
GOOG ALPHABET INC 0.2%
Value ($000) $2,426 Shares 18,398 Est. Cost $108.37 Unrealized +19.1%
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,413 Shares 88,117 Est. Cost $30.75 Unrealized -9.5%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,400 Shares 11,299 Est. Cost $174.08 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $2,389 Shares 15,530 Est. Cost $144.30 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $2,374 Shares 5,459 Est. Cost $341.28 Unrealized +22.1%
FLOT ISHARES TR 0.2%
Value ($000) $2,325 Shares 45,691 Est. Cost $50.82 Unrealized
ORI OLD REP INTL CORP 0.2%
Value ($000) $2,308 Shares 85,688 Est. Cost $12.79 Unrealized +74.6%
SDY SPDR SER TR 0.2%
Value ($000) $2,302 Shares 20,013 Est. Cost $111.49 Unrealized
WEST WESTROCK COFFEE CO 0.2%
Value ($000) $2,215 Shares 250,000 Est. Cost $11.20 Unrealized -7.1%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $2,213 Shares 11,238 Est. Cost $222.85 Unrealized -8.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $2,203 Shares 11,774 Est. Cost $182.72 Unrealized +9.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,184 Shares 3,866 Est. Cost $494.07 Unrealized +7.7%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $2,041 Shares 4,214 Est. Cost $400.83 Unrealized +20.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2,002 Shares 12,588 Est. Cost $123.16 Unrealized +29.0%
UFPI UFP INDUSTRIES INC 0.2%
Value ($000) $1,982 Shares 19,354 Est. Cost $43.37 Unrealized +133.0%
IVW ISHARES TR 0.2%
Value ($000) $1,968 Shares 28,767 Est. Cost $58.67 Unrealized
RNST RENASANT CORP 0.2%
Value ($000) $1,881 Shares 71,817 Est. Cost $35.63 Unrealized -21.0%
IJR ISHARES TR 0.2%
Value ($000) $1,874 Shares 19,869 Est. Cost $90.33 Unrealized
DHS WISDOMTREE TR 0.2%
Value ($000) $1,752 Shares 22,441 Est. Cost $75.85 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $1,732 Shares 2,763 Est. Cost $246.19 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP 0.2%
Value ($000) $1,731 Shares 30,418 Est. Cost $57.34 Unrealized -1.1%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,700 Shares 17,516 Est. Cost $100.30 Unrealized +2.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,645 Shares 25,707 Est. Cost $55.86 Unrealized +15.6%
TARGET CORP 0.1%
Value ($000) $1,599 Shares 14,460 Est. Cost $110.57 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,569 Shares 6,867 Est. Cost $183.39 Unrealized +24.6%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,538 Shares 9,420 Est. Cost $152.19 Unrealized +5.0%
DVY ISHARES TR 0.1%
Value ($000) $1,494 Shares 13,883 Est. Cost $105.30 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,478 Shares 4,124 Est. Cost $280.94 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,474 Shares 5,483 Est. Cost $192.37 Unrealized +20.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,449 Shares 9,325 Est. Cost $128.76 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,433 Shares 12,861 Est. Cost $114.59 Unrealized -9.6%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,431 Shares 83,218 Est. Cost $15.21 Unrealized +11.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,430 Shares 2,836 Est. Cost $494.69 Unrealized -5.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $1,397 Shares 3,044 Est. Cost $89.42 Unrealized +400.5%
DON WISDOMTREE TR 0.1%
Value ($000) $1,378 Shares 33,652 Est. Cost $37.86 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,356 Shares 49,543 Est. Cost $23.83 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,353 Shares 9,548 Est. Cost $99.36 Unrealized +22.9%
CPRT COPART INC 0.1%
Value ($000) $1,344 Shares 31,184 Est. Cost $37.07 Unrealized +19.9%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,318 Shares 9,206 Est. Cost $112.18 Unrealized +31.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $1,311 Shares 5,548 Est. Cost $87.69 Unrealized +164.7%
META META PLATFORMS INC 0.1%
Value ($000) $1,308 Shares 4,357 Est. Cost $167.17 Unrealized +79.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,304 Shares 15,007 Est. Cost $56.14 Unrealized
INTU INTUIT 0.1%
Value ($000) $1,301 Shares 2,547 Est. Cost $421.90 Unrealized +18.2%
DE DEERE & CO 0.1%
Value ($000) $1,299 Shares 3,442 Est. Cost $284.44 Unrealized +39.9%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $1,297 Shares 5,392 Est. Cost $186.79 Unrealized +23.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,250 Shares 3,420 Est. Cost $354.09 Unrealized +9.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,244 Shares 8,223 Est. Cost $55.47 Unrealized +139.1%
CF CF INDS HLDGS INC 0.1%
Value ($000) $1,204 Shares 14,045 Est. Cost $90.50 Unrealized -17.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,195 Shares 22,315 Est. Cost $54.79 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,180 Shares 19,074 Est. Cost $52.04 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1,179 Shares 14,043 Est. Cost $25.69 Unrealized +64.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,172 Shares 2,866 Est. Cost $365.51 Unrealized +13.6%
IEF ISHARES TR 0.1%
Value ($000) $1,167 Shares 12,743 Est. Cost $97.52 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $1,119 Shares 9,893 Est. Cost $116.21 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,089 Shares 30,619 Est. Cost $39.45 Unrealized -13.3%
DTE DTE ENERGY CO 0.1%
Value ($000) $1,076 Shares 10,843 Est. Cost $114.81 Unrealized -14.0%
SO SOUTHERN CO 0.1%
Value ($000) $1,073 Shares 16,585 Est. Cost $48.82 Unrealized +30.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,073 Shares 7,189 Est. Cost $124.23 Unrealized +27.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,071 Shares 5,796 Est. Cost $164.97 Unrealized +5.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,013 Shares 12,493 Est. Cost $104.56 Unrealized -20.2%
IWP ISHARES TR 0.1%
Value ($000) $985 Shares 10,781 Est. Cost $78.46 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $980 Shares 9,343 Est. Cost $101.95 Unrealized -1.6%
SSD SIMPSON MFG INC 0.1%
Value ($000) $971 Shares 6,482 Est. Cost $57.45 Unrealized +160.3%
NTES NETEASE INC 0.1%
Value ($000) $945 Shares 9,435 Est. Cost $144.44 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $939 Shares 3,812 Est. Cost $122.40 Unrealized +105.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $937 Shares 6,725 Est. Cost $53.54 Unrealized +124.8%
HPQ HP INC 0.1%
Value ($000) $927 Shares 36,066 Est. Cost $27.03 Unrealized +3.4%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $904 Shares 995 Est. Cost $41.28 Unrealized +51.9%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $899 Shares 3,980 Est. Cost $127.01 Unrealized +81.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $897 Shares 10,164 Est. Cost $87.09 Unrealized -4.1%
HUM HUMANA INC 0.1%
Value ($000) $888 Shares 1,826 Est. Cost $469.09 Unrealized -2.7%
CIZN CITIZENS HLDG CO MISS 0.1%
Value ($000) $880 Shares 83,764 Est. Cost $15.77 Unrealized -38.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $854 Shares 20,316 Est. Cost $33.40 Unrealized +9.0%
IJK ISHARES TR 0.1%
Value ($000) $849 Shares 11,752 Est. Cost $63.00 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $847 Shares 4,795 Est. Cost $168.14 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $844 Shares 7,964 Est. Cost $62.85 Unrealized +79.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $834 Shares 1,826 Est. Cost $401.42 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $826 Shares 3,348 Est. Cost $253.92 Unrealized
EVR EVERCORE INC 0.1%
Value ($000) $826 Shares 5,988 Est. Cost $75.43 Unrealized +73.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $817 Shares 11,767 Est. Cost $57.26 Unrealized +17.4%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $811 Shares 8,229 Est. Cost $92.34 Unrealized +6.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $810 Shares 11,600 Est. Cost $87.64 Unrealized -26.3%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $798 Shares 16,595 Est. Cost $49.49 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $794 Shares 15,731 Est. Cost $66.47 Unrealized -26.4%
IWS ISHARES TR 0.1%
Value ($000) $791 Shares 7,577 Est. Cost $96.09 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $784 Shares 3,496 Est. Cost $206.74 Unrealized
UNILEVER PLC 0.1%
Value ($000) $782 Shares 15,825 Est. Cost $46.48 Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.1%
Value ($000) $776 Shares 15,138 Est. Cost $52.21 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $762 Shares 10,133 Est. Cost $83.46 Unrealized -10.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $759 Shares 8,402 Est. Cost $82.72 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $756 Shares 23,242 Est. Cost $21.05 Unrealized +52.3%
THO THOR INDS INC 0.1%
Value ($000) $734 Shares 7,712 Est. Cost $98.99 Unrealized +0.2%
IWD ISHARES TR 0.1%
Value ($000) $728 Shares 4,792 Est. Cost $136.08 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $725 Shares 8,736 Est. Cost $87.14 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $724 Shares 48,227 Est. Cost $15.41 Unrealized -16.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $707 Shares 15,198 Est. Cost $38.83 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $698 Shares 5,685 Est. Cost $141.64 Unrealized -18.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $678 Shares 11,835 Est. Cost $75.16 Unrealized -14.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $675 Shares 6,534 Est. Cost $85.58 Unrealized
BA BOEING CO 0.1%
Value ($000) $668 Shares 3,483 Est. Cost $156.98 Unrealized +39.4%
MGA MAGNA INTL INC 0.1%
Value ($000) $667 Shares 12,436 Est. Cost $44.73 Unrealized +18.9%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $664 Shares 1,662 Est. Cost $285.02 Unrealized +53.4%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $649 Shares 46,245 Est. Cost $11.87 Unrealized
MET METLIFE INC 0.1%
Value ($000) $644 Shares 10,239 Est. Cost $57.83 Unrealized +0.3%
SEIC SEI INVTS CO 0.1%
Value ($000) $640 Shares 10,623 Est. Cost $47.70 Unrealized +24.9%
SHY ISHARES TR 0.1%
Value ($000) $635 Shares 7,845 Est. Cost $81.13 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $635 Shares 19,943 Est. Cost $53.39 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $626 Shares 6,483 Est. Cost $78.24 Unrealized +16.5%
NVS NOVARTIS AG 0.1%
Value ($000) $622 Shares 6,102 Est. Cost $78.10 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $621 Shares 2,417 Est. Cost $309.81 Unrealized -13.7%
IJJ ISHARES TR 0.1%
Value ($000) $609 Shares 6,037 Est. Cost $89.97 Unrealized
RHI ROBERT HALF INC. 0.1%
Value ($000) $606 Shares 8,269 Est. Cost $56.61 Unrealized +34.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $591 Shares 10,261 Est. Cost $57.82 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $587 Shares 20,490 Est. Cost $15.52 Unrealized +95.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $581 Shares 1,794 Est. Cost $298.67 Unrealized +5.6%
DK DELEK US HLDGS INC NEW 0.0%
Value ($000) $568 Shares 20,000 Est. Cost $15.14 Unrealized +59.8%
COOPER COS INC 0.0%
Value ($000) $565 Shares 1,778 Est. Cost $217.95 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $554 Shares 4,941 Est. Cost $69.09 Unrealized +63.6%
LKQ LKQ CORP 0.0%
Value ($000) $554 Shares 11,191 Est. Cost $47.82 Unrealized +4.2%
OUNZ VANECK MERK GOLD TR 0.0%
Value ($000) $540 Shares 30,201 Est. Cost $17.53 Unrealized
GSK GSK PLC 0.0%
Value ($000) $532 Shares 14,682 Est. Cost $32.10 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $532 Shares 14,346 Est. Cost $55.91 Unrealized -19.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $531 Shares 1 Est. Cost $284799.47 Unrealized +89.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $529 Shares 5,801 Est. Cost $79.53 Unrealized +16.3%
EE EXCELERATE ENERGY INC 0.0%
Value ($000) $511 Shares 30,000 Est. Cost $23.16 Unrealized -17.3%
KLAC KLA CORP 0.0%
Value ($000) $511 Shares 1,114 Est. Cost $334.63 Unrealized +40.3%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $505 Shares 2,681 Est. Cost $127.99 Unrealized +46.5%
AGG ISHARES TR 0.0%
Value ($000) $505 Shares 5,372 Est. Cost $96.22 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $504 Shares 2,013 Est. Cost $182.80 Unrealized +40.5%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $502 Shares 3,643 Est. Cost $118.82 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $490 Shares 14,404 Est. Cost $29.62 Unrealized
DOW DOW INC 0.0%
Value ($000) $485 Shares 9,407 Est. Cost $42.80 Unrealized +8.2%
THRM GENTHERM INC 0.0%
Value ($000) $485 Shares 8,930 Est. Cost $38.62 Unrealized +50.3%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $482 Shares 6,415 Est. Cost $74.43 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $473 Shares 3,915 Est. Cost $114.30 Unrealized +3.0%
PII POLARIS INC 0.0%
Value ($000) $471 Shares 4,522 Est. Cost $117.41 Unrealized +1.2%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $469 Shares 3,700 Est. Cost $105.57 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $455 Shares 7,803 Est. Cost $33.41 Unrealized +62.8%
IWN ISHARES TR 0.0%
Value ($000) $454 Shares 3,348 Est. Cost $129.18 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $454 Shares 12,108 Est. Cost $32.59 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $453 Shares 16,745 Est. Cost $41.56 Unrealized -25.7%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $449 Shares 13,395 Est. Cost $33.45 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $442 Shares 2,844 Est. Cost $66.11 Unrealized +0.3%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $440 Shares 20,258 Est. Cost $24.93 Unrealized -13.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $437 Shares 6,144 Est. Cost $70.66 Unrealized +0.3%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $429 Shares 24,896 Est. Cost $15.73 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $427 Shares 2,520 Est. Cost $156.07 Unrealized +13.6%
IDV ISHARES TR 0.0%
Value ($000) $424 Shares 16,701 Est. Cost $22.54 Unrealized
MMM 3M CO 0.0%
Value ($000) $420 Shares 4,487 Est. Cost $100.26 Unrealized -20.7%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $415 Shares 7,257 Est. Cost $58.48 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $411 Shares 4,058 Est. Cost $103.42 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $405 Shares 4,732 Est. Cost $85.38 Unrealized -1.7%
DEO DIAGEO PLC 0.0%
Value ($000) $398 Shares 2,666 Est. Cost $171.14 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $396 Shares 10,505 Est. Cost $56.59 Unrealized -29.1%
UNM UNUM GROUP 0.0%
Value ($000) $395 Shares 8,027 Est. Cost $36.57 Unrealized +33.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $392 Shares 2,382 Est. Cost $194.11 Unrealized -13.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $392 Shares 7,087 Est. Cost $101.14 Unrealized -46.2%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $391 Shares 7,793 Est. Cost $50.19 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $391 Shares 4,227 Est. Cost $49.32 Unrealized -9.1%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $385 Shares 1,691 Est. Cost $173.93 Unrealized +26.0%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $383 Shares 3,317 Est. Cost $155.39 Unrealized -25.3%
BP BP PLC 0.0%
Value ($000) $365 Shares 9,436 Est. Cost $28.52 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $361 Shares 6,966 Est. Cost $53.47 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $360 Shares 2,993 Est. Cost $77.38 Unrealized +33.5%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $352 Shares 20,732 Est. Cost $19.31 Unrealized -6.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $350 Shares 10,403 Est. Cost $26.50 Unrealized +16.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $350 Shares 11,427 Est. Cost $27.83 Unrealized +10.0%
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $349 Shares 6,919 Est. Cost $44.52 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $348 Shares 2,184 Est. Cost $165.43 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $347 Shares 12,916 Est. Cost $28.56 Unrealized -5.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $339 Shares 110 Est. Cost $2599.14 Unrealized +14.6%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $339 Shares 8,646 Est. Cost $37.22 Unrealized
VEGN ETF SER SOLUTIONS 0.0%
Value ($000) $331 Shares 8,698 Est. Cost $39.43 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $328 Shares 4,733 Est. Cost $62.48 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $319 Shares 6,672 Est. Cost $47.66 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $316 Shares 5,318 Est. Cost $49.91 Unrealized +12.8%
FNV FRANCO NEV CORP 0.0%
Value ($000) $311 Shares 2,332 Est. Cost $121.78 Unrealized +13.5%
MLPA GLOBAL X FDS 0.0%
Value ($000) $303 Shares 6,791 Est. Cost $41.60 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $303 Shares 5,765 Est. Cost $46.56 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $301 Shares 6,034 Est. Cost $52.57 Unrealized -4.6%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $297 Shares 2,000 Est. Cost $123.50 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $296 Shares 6,670 Est. Cost $33.41 Unrealized +24.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $296 Shares 2,461 Est. Cost $269.72 Unrealized -47.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $294 Shares 7,204 Est. Cost $39.39 Unrealized +3.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $293 Shares 1,073 Est. Cost $192.35 Unrealized +45.6%
BLACKROCK INC 0.0%
Value ($000) $293 Shares 453 Est. Cost $551.44 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $291 Shares 7,072 Est. Cost $35.98 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $291 Shares 1,751 Est. Cost $161.33 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $289 Shares 3,182 Est. Cost $125.04 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $286 Shares 2,556 Est. Cost $95.09 Unrealized +23.9%
GOVT ISHARES TR 0.0%
Value ($000) $285 Shares 12,923 Est. Cost $23.29 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $285 Shares 2,316 Est. Cost $138.52 Unrealized -6.3%
KKR KKR & CO INC 0.0%
Value ($000) $282 Shares 4,583 Est. Cost $49.17 Unrealized +21.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $282 Shares 1,034 Est. Cost $136.55 Unrealized +91.5%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $282 Shares 11,100 Est. Cost $31.45 Unrealized -10.6%
APTIV PLC 0.0%
Value ($000) $281 Shares 2,848 Est. Cost $78.21 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $281 Shares 2,434 Est. Cost $112.12 Unrealized +0.1%
CCI CROWN CASTLE INC 0.0%
Value ($000) $280 Shares 3,039 Est. Cost $139.25 Unrealized -35.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $276 Shares 2,495 Est. Cost $65.91 Unrealized +34.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $269 Shares 25,889 Est. Cost $11.42 Unrealized -11.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $267 Shares 4,215 Est. Cost $57.97 Unrealized 0.0%
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $266 Shares 6,605 Est. Cost $40.25 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $255 Shares 5,076 Est. Cost $44.90 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $254 Shares 612 Est. Cost $385.47 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $251 Shares 4,633 Est. Cost $67.56 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $250 Shares 15,625 Est. Cost $14.71 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $249 Shares 5,412 Est. Cost $27.62 Unrealized +65.4%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $248 Shares 3,266 Est. Cost $75.98 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $247 Shares 4,960 Est. Cost $49.19 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $239 Shares 6,328 Est. Cost $38.86 Unrealized -4.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $238 Shares 1,391 Est. Cost $182.71 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $237 Shares 1,798 Est. Cost $124.15 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $236 Shares 1,135 Est. Cost $181.71 Unrealized +8.3%
COR CENCORA INC 0.0%
Value ($000) $236 Shares 1,309 Est. Cost $153.47 Unrealized +17.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $234 Shares 1,820 Est. Cost $121.43 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $233 Shares 3,221 Est. Cost $72.38 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $233 Shares 883 Est. Cost $281.16 Unrealized -9.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $229 Shares 3,299 Est. Cost $78.87 Unrealized +1.9%
SMH VANECK ETF TRUST 0.0%
Value ($000) $227 Shares 1,564 Est. Cost $151.92 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $219 Shares 1,766 Est. Cost $138.91 Unrealized -4.4%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $217 Shares 6,537 Est. Cost $29.49 Unrealized
KBR KBR INC 0.0%
Value ($000) $216 Shares 3,658 Est. Cost $50.68 Unrealized +18.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $215 Shares 842 Est. Cost $230.06 Unrealized +14.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $211 Shares 2,834 Est. Cost $25.00 Unrealized +19.6%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $210 Shares 13,064 Est. Cost $14.48 Unrealized -0.0%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $209 Shares 15,000 Est. Cost $11.77 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $209 Shares 906 Est. Cost $217.89 Unrealized +5.6%
GUNR FLEXSHARES TR 0.0%
Value ($000) $207 Shares 5,124 Est. Cost $42.29 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $206 Shares 1,333 Est. Cost $134.18 Unrealized 0.0%
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $205 Shares 3,533 Est. Cost $57.29 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $205 Shares 1,865 Est. Cost $100.24 Unrealized +10.9%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $205 Shares 2,003 Est. Cost $98.34 Unrealized 0.0%
ICF ISHARES TR 0.0%
Value ($000) $204 Shares 4,060 Est. Cost $53.69 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $180 Shares 29,720 Est. Cost $4.68 Unrealized -7.1%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $152 Shares 40,400 Est. Cost $3.71 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $102 Shares 13,000 Est. Cost $7.66 Unrealized +7.2%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $90 Shares 16,500 Est. Cost $7.76 Unrealized
VERTEX ENERGY INC 0.0%
Value ($000) $67 Shares 15,000 Est. Cost $6.20 Unrealized
PYROGENESIS CDA INC 0.0%
Value ($000) $17 Shares 40,000 Est. Cost $0.91 Unrealized