Simmons Bank Diversified Active

CIK: 0001674486 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $1,330,908 (100.0% shares, 0.0% debt)

Holdings (334)

ORLY O REILLY AUTOMOTIVE INC 9.4%
Value ($000) $125,504 Shares 111,176 Est. Cost $20.50 Unrealized +241.2%
SPY SPDR S&P 500 (MKT) 3.6%
Value ($000) $48,182 Shares 92,113 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $43,409 Shares 103,177 Est. Cost $90.42 Unrealized +341.6%
SFNC SIMMONS 1ST NATL CORP 2.7%
Value ($000) $36,439 Shares 1,872,516 Est. Cost $23.11 Unrealized -18.1%
NVDA NVIDIA CORP 2.5%
Value ($000) $33,443 Shares 37,013 Est. Cost $19.21 Unrealized +277.1%
IWF ISHARES RUSSELL 1000 GROWTH 2.3%
Value ($000) $30,723 Shares 91,154 Est. Cost $116.39 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 1.8%
Value ($000) $23,291 Shares 464,250 Est. Cost $37.87 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $22,005 Shares 128,324 Est. Cost $102.51 Unrealized +75.8%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.6%
Value ($000) $21,835 Shares 197,568 Est. Cost $90.37 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.6%
Value ($000) $21,526 Shares 86,154 Est. Cost $134.04 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $21,175 Shares 117,391 Est. Cost $121.59 Unrealized +37.3%
HDV ISHARES HIGH DIVIDEND (MKT) 1.5%
Value ($000) $20,413 Shares 185,221 Est. Cost $88.86 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 1.4%
Value ($000) $18,531 Shares 305,089 Est. Cost $109.87 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $14,877 Shares 98,570 Est. Cost $109.62 Unrealized +29.5%
JPM JP MORGAN CHASE & CO 1.1%
Value ($000) $14,544 Shares 72,610 Est. Cost $80.79 Unrealized +114.9%
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.1%
Value ($000) $14,534 Shares 69,784 Est. Cost $82.68 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $14,528 Shares 29,919 Est. Cost $168.23 Unrealized +163.5%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $14,380 Shares 123,710 Est. Cost $56.25 Unrealized +74.4%
MDY SPDR S&P MIDCAP 400 (MKT) 1.1%
Value ($000) $14,311 Shares 25,722 Est. Cost $312.42 Unrealized
CAT CATERPILLAR INC 1.1%
Value ($000) $14,125 Shares 38,547 Est. Cost $152.93 Unrealized +103.4%
WMT WALMART INC 1.1%
Value ($000) $14,082 Shares 234,036 Est. Cost $46.33 Unrealized +21.0%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $13,577 Shares 86,070 Est. Cost $82.11 Unrealized +69.3%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $13,530 Shares 30,472 Est. Cost $181.70 Unrealized
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $12,921 Shares 25,607 Est. Cost $237.39 Unrealized +141.5%
PEP PEPSICO INC 1.0%
Value ($000) $12,779 Shares 73,017 Est. Cost $103.79 Unrealized +51.5%
PSX PHILLIPS 66 0.9%
Value ($000) $12,019 Shares 73,582 Est. Cost $74.94 Unrealized +80.1%
ABBV ABBVIE INC SR NT 0.9%
Value ($000) $11,852 Shares 65,084 Est. Cost $58.33 Unrealized +177.7%
HD HOME DEPOT INC 0.9%
Value ($000) $11,835 Shares 30,853 Est. Cost $163.02 Unrealized +113.8%
IWM ISHARES RUSSELL 2000 (MKT) 0.9%
Value ($000) $11,800 Shares 56,109 Est. Cost $174.70 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $11,719 Shares 88,816 Est. Cost $44.67 Unrealized +159.2%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $10,761 Shares 25,590 Est. Cost $221.69 Unrealized +77.4%
VWO VANGUARD EMERGING MARKETS STOCK 0.8%
Value ($000) $10,205 Shares 244,320 Est. Cost $38.29 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $9,657 Shares 254,672 Est. Cost $26.30 Unrealized +24.7%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $9,578 Shares 59,034 Est. Cost $77.15 Unrealized +94.2%
CRM SALESFORCE 0.7%
Value ($000) $9,562 Shares 31,750 Est. Cost $187.78 Unrealized +51.9%
EFA ISHARES MSCI EAFE (MKT) 0.7%
Value ($000) $9,302 Shares 116,474 Est. Cost $60.09 Unrealized
GSBC GREAT SOUTHN BANCORP INC 0.7%
Value ($000) $9,001 Shares 164,191 Est. Cost $52.50 Unrealized +1.4%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.7%
Value ($000) $8,918 Shares 67,949 Est. Cost $83.94 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.6%
Value ($000) $8,644 Shares 11,799 Est. Cost $308.86 Unrealized +128.8%
DE DEERE & CO 0.6%
Value ($000) $8,474 Shares 20,631 Est. Cost $173.77 Unrealized +114.4%
IVV ISHARES CORE S&P 500 (MKT) 0.6%
Value ($000) $8,364 Shares 15,910 Est. Cost $258.82 Unrealized
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $8,242 Shares 165,141 Est. Cost $35.12 Unrealized +34.4%
KO COCA COLA CO 0.6%
Value ($000) $8,222 Shares 134,391 Est. Cost $34.32 Unrealized +65.2%
VV VANGUARD LARGE CAP ETF (MKT) 0.6%
Value ($000) $7,672 Shares 31,998 Est. Cost $129.64 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $7,277 Shares 17,422 Est. Cost $212.00 Unrealized +75.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $7,170 Shares 112,188 Est. Cost $60.20 Unrealized -8.0%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $6,840 Shares 163,011 Est. Cost $30.84 Unrealized +16.5%
VUG VANGUARD GROWTH ETF (MKT) 0.5%
Value ($000) $6,836 Shares 19,862 Est. Cost $144.99 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $6,708 Shares 23,592 Est. Cost $177.39 Unrealized +55.6%
VTV VANGUARD VALUE INDEX 0.5%
Value ($000) $6,528 Shares 40,085 Est. Cost $88.29 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $6,480 Shares 8,329 Est. Cost $218.63 Unrealized +221.3%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.5%
Value ($000) $6,406 Shares 43,364 Est. Cost $99.00 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $6,390 Shares 50,873 Est. Cost $35.96 Unrealized +212.5%
DHR DANAHER CORP 0.5%
Value ($000) $6,188 Shares 24,778 Est. Cost $113.17 Unrealized +113.4%
GSK GSK PLC 0.5%
Value ($000) $6,165 Shares 143,818 Est. Cost $35.55 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $6,108 Shares 49,915 Est. Cost $108.56 Unrealized -5.7%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $6,019 Shares 67,090 Est. Cost $52.27 Unrealized +56.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5,988 Shares 37,853 Est. Cost $104.72 Unrealized +43.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $5,963 Shares 13,110 Est. Cost $301.91 Unrealized +37.8%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $5,911 Shares 14,812 Est. Cost $262.38 Unrealized +44.0%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $5,725 Shares 32,860 Est. Cost $135.78 Unrealized +16.3%
IYW ISHARES US TECHNOLOGY (MKT) 0.4%
Value ($000) $5,635 Shares 41,725 Est. Cost $99.75 Unrealized
LOW LOWES COMPANIES INC 0.4%
Value ($000) $5,626 Shares 22,086 Est. Cost $69.43 Unrealized +219.8%
AEP AMERICAN ELECTRIC POWER INC 0.4%
Value ($000) $5,596 Shares 64,991 Est. Cost $61.82 Unrealized +22.9%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $5,517 Shares 43,801 Est. Cost $78.31 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $5,417 Shares 18,384 Est. Cost $118.73 Unrealized +108.5%
PFE PFIZER INC 0.4%
Value ($000) $5,292 Shares 190,712 Est. Cost $23.37 Unrealized +5.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $5,266 Shares 10,645 Est. Cost $391.21 Unrealized +25.0%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $5,039 Shares 24,551 Est. Cost $144.29 Unrealized +25.3%
XLY CONSUMER DISCRET SELECT SECTOR 0.4%
Value ($000) $4,967 Shares 27,011 Est. Cost $118.19 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $4,740 Shares 112,536 Est. Cost $27.35 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $4,669 Shares 41,077 Est. Cost $57.44 Unrealized +92.9%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $4,661 Shares 36,032 Est. Cost $98.99 Unrealized +15.2%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $4,602 Shares 18,711 Est. Cost $107.16 Unrealized +119.8%
IWV ISHARES RUSSELL 3000 (MKT) 0.3%
Value ($000) $4,517 Shares 15,052 Est. Cost $168.54 Unrealized
KLAC KLA-TENCOR CORP 0.3%
Value ($000) $4,481 Shares 6,415 Est. Cost $267.04 Unrealized +136.6%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $4,475 Shares 108,942 Est. Cost $37.89 Unrealized
LIN LINDE PLC 0.3%
Value ($000) $4,451 Shares 9,587 Est. Cost $327.94 Unrealized +28.8%
NKE NIKE INC 0.3%
Value ($000) $4,389 Shares 46,705 Est. Cost $75.89 Unrealized +28.9%
GOOG ALPHABET INC 0.3%
Value ($000) $4,275 Shares 28,074 Est. Cost $108.08 Unrealized +32.6%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $4,268 Shares 17,616 Est. Cost $180.52 Unrealized +28.8%
CHKP CHECK POINT SOFTWARE 0.3%
Value ($000) $4,263 Shares 25,994 Est. Cost $134.37 Unrealized +19.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $4,222 Shares 24,940 Est. Cost $46.63 Unrealized +218.6%
SO SOUTHERN CO 0.3%
Value ($000) $4,151 Shares 57,864 Est. Cost $45.25 Unrealized +43.1%
AGG ISHARES CORE TOTAL US BOND 0.3%
Value ($000) $4,101 Shares 41,870 Est. Cost $104.26 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $3,856 Shares 28,055 Est. Cost $82.60 Unrealized +57.1%
XLP CONSUMER STAPLES SELECT SECTOR 0.3%
Value ($000) $3,849 Shares 50,401 Est. Cost $61.96 Unrealized
CME CME GROUP INC 0.3%
Value ($000) $3,722 Shares 17,290 Est. Cost $147.58 Unrealized +33.6%
XLC COMMUNICATION SERVICES SELECT 0.3%
Value ($000) $3,686 Shares 45,144 Est. Cost $54.74 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3,659 Shares 38,288 Est. Cost $76.91 Unrealized +9.2%
DOW DOW INC COM 0.3%
Value ($000) $3,602 Shares 62,175 Est. Cost $46.45 Unrealized +5.4%
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $3,524 Shares 126,411 Est. Cost $18.66 Unrealized +28.7%
ACN ACCENTURE PLC 0.3%
Value ($000) $3,518 Shares 10,150 Est. Cost $236.81 Unrealized +49.8%
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value ($000) $3,493 Shares 15,281 Est. Cost $183.77 Unrealized
V VISA INC 0.3%
Value ($000) $3,477 Shares 12,458 Est. Cost $125.31 Unrealized +117.3%
COP CONOCOPHILLIPS 0.3%
Value ($000) $3,449 Shares 27,097 Est. Cost $39.64 Unrealized +171.5%
VGT VANGUARD INFORMATION TECHNOLOGY 0.2%
Value ($000) $3,315 Shares 6,322 Est. Cost $211.67 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $3,132 Shares 11,109 Est. Cost $134.14 Unrealized +107.2%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $3,131 Shares 32,374 Est. Cost $68.39 Unrealized +29.3%
RTX RTX CORPORATION 0.2%
Value ($000) $3,125 Shares 32,038 Est. Cost $54.59 Unrealized +59.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $3,118 Shares 42,566 Est. Cost $57.10 Unrealized +26.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,113 Shares 32,968 Est. Cost $58.52 Unrealized
BKNG BOOKING HLDGS INC 0.2%
Value ($000) $3,109 Shares 857 Est. Cost $2296.81 Unrealized +52.7%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $3,079 Shares 15,584 Est. Cost $189.62 Unrealized -1.8%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.2%
Value ($000) $3,049 Shares 29,319 Est. Cost $113.08 Unrealized
CMCSA COMCAST CORP 0.2%
Value ($000) $3,047 Shares 70,281 Est. Cost $39.83 Unrealized +2.0%
TSN TYSON FOODS INC 0.2%
Value ($000) $3,023 Shares 51,472 Est. Cost $52.06 Unrealized -1.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $2,927 Shares 15,255 Est. Cost $116.98 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $2,826 Shares 30,428 Est. Cost $61.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,821 Shares 14,775 Est. Cost $106.22 Unrealized +62.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,797 Shares 4,812 Est. Cost $277.12 Unrealized +101.3%
MA MASTERCARD INC 0.2%
Value ($000) $2,796 Shares 5,805 Est. Cost $258.35 Unrealized +75.2%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $2,680 Shares 2,653 Est. Cost $464.81 Unrealized
SUSA ISHARES MSCI USA ESG SELECT 0.2%
Value ($000) $2,636 Shares 24,148 Est. Cost $95.55 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $2,598 Shares 4,633 Est. Cost $399.74 Unrealized +34.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $2,501 Shares 10,606 Est. Cost $144.51 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $2,488 Shares 36,429 Est. Cost $63.29 Unrealized +5.2%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $2,473 Shares 21,804 Est. Cost $46.08 Unrealized +115.7%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $2,467 Shares 45,492 Est. Cost $40.80 Unrealized +13.2%
ETN EATON CORP PLC 0.2%
Value ($000) $2,463 Shares 7,877 Est. Cost $63.66 Unrealized +320.4%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.2%
Value ($000) $2,457 Shares 15,759 Est. Cost $88.03 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $2,447 Shares 55,396 Est. Cost $29.97 Unrealized +47.0%
NUE NUCOR CORP 0.2%
Value ($000) $2,438 Shares 12,320 Est. Cost $44.05 Unrealized +302.4%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $2,393 Shares 22,647 Est. Cost $26.68 Unrealized +78.7%
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,336 Shares 15,080 Est. Cost $102.65 Unrealized +34.0%
VBK VANGUARD SMALL CAP GROWTH ETF 0.2%
Value ($000) $2,293 Shares 8,794 Est. Cost $133.42 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $2,287 Shares 33,749 Est. Cost $66.63 Unrealized
CBRE CBRE GROUP INC 0.2%
Value ($000) $2,275 Shares 23,391 Est. Cost $79.32 Unrealized +13.2%
AVGO BROADCOM INC COM 0.2%
Value ($000) $2,244 Shares 1,693 Est. Cost $28.47 Unrealized +325.8%
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value ($000) $2,229 Shares 33,954 Est. Cost $59.44 Unrealized
BHP BHP GROUP LIMITED 0.2%
Value ($000) $2,214 Shares 38,373 Est. Cost $53.69 Unrealized
UBS UBS GROUP AG SHS 0.2%
Value ($000) $2,186 Shares 71,166 Est. Cost $21.19 Unrealized +39.4%
BA BOEING CO 0.2%
Value ($000) $2,173 Shares 11,260 Est. Cost $145.97 Unrealized +40.8%
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $2,163 Shares 13,863 Est. Cost $122.32 Unrealized +11.6%
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $2,111 Shares 31,488 Est. Cost $52.29 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $2,090 Shares 53,010 Est. Cost $34.12 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $2,080 Shares 8,004 Est. Cost $153.62 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $2,075 Shares 11,804 Est. Cost $196.87 Unrealized -0.8%
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.2%
Value ($000) $2,065 Shares 44,696 Est. Cost $48.22 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.2%
Value ($000) $2,044 Shares 3,329 Est. Cost $256.11 Unrealized +110.8%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2,019 Shares 30,136 Est. Cost $83.12 Unrealized -26.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,977 Shares 45,315 Est. Cost $32.69 Unrealized +9.2%
RSP INVESCO EXCHANGE TRADED FD TR 0.1%
Value ($000) $1,951 Shares 11,521 Est. Cost $160.24 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,940 Shares 6,868 Est. Cost $166.16 Unrealized +55.3%
IWB ISHARES RUSSELL 1000 (MKT) 0.1%
Value ($000) $1,901 Shares 6,600 Est. Cost $132.80 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,820 Shares 17,943 Est. Cost $51.17 Unrealized +84.9%
KEX KIRBY CORP 0.1%
Value ($000) $1,811 Shares 18,996 Est. Cost $55.05 Unrealized +53.3%
OZK BANK OZK 0.1%
Value ($000) $1,789 Shares 39,350 Est. Cost $34.57 Unrealized +19.8%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,751 Shares 20,247 Est. Cost $84.01 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,716 Shares 38,390 Est. Cost $32.73 Unrealized +18.1%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,635 Shares 8,252 Est. Cost $127.06 Unrealized +25.1%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,631 Shares 9,755 Est. Cost $57.66 Unrealized +171.7%
ZTS ZOETIS INC 0.1%
Value ($000) $1,571 Shares 9,282 Est. Cost $87.62 Unrealized +109.3%
XYL XYLEM INC 0.1%
Value ($000) $1,556 Shares 12,043 Est. Cost $60.95 Unrealized +94.0%
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value ($000) $1,554 Shares 12,617 Est. Cost $88.07 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value ($000) $1,529 Shares 18,180 Est. Cost $70.27 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $1,523 Shares 2,741 Est. Cost $131.74 Unrealized +278.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,505 Shares 8,697 Est. Cost $74.66 Unrealized +103.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,495 Shares 6,566 Est. Cost $64.12 Unrealized +216.4%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,492 Shares 11,248 Est. Cost $126.60 Unrealized +7.4%
BF/B BROWN-FORMAN CORP 0.1%
Value ($000) $1,479 Shares 28,658 Est. Cost $61.10 Unrealized -13.1%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,475 Shares 5,907 Est. Cost $131.54 Unrealized +78.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,471 Shares 26,846 Est. Cost $36.16 Unrealized +32.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,469 Shares 16,312 Est. Cost $58.52 Unrealized +39.0%
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value ($000) $1,412 Shares 22,805 Est. Cost $82.56 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $1,378 Shares 37,330 Est. Cost $29.31 Unrealized +8.0%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,360 Shares 6,597 Est. Cost $37.10 Unrealized +386.2%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,351 Shares 32,168 Est. Cost $33.71 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $1,332 Shares 18,176 Est. Cost $52.03 Unrealized +42.5%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value ($000) $1,332 Shares 7,292 Est. Cost $101.57 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $1,294 Shares 20,103 Est. Cost $43.72 Unrealized +30.3%
ASO ACADEMY SPORTS & OUTDOORS INC 0.1%
Value ($000) $1,286 Shares 19,035 Est. Cost $39.19 Unrealized +68.9%
CB CHUBB LIMITED 0.1%
Value ($000) $1,262 Shares 4,869 Est. Cost $115.80 Unrealized +108.3%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $1,188 Shares 8,201 Est. Cost $96.83 Unrealized +40.4%
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,170 Shares 16,725 Est. Cost $43.39 Unrealized +39.6%
ITT ITT INC 0.1%
Value ($000) $1,149 Shares 8,444 Est. Cost $62.03 Unrealized +99.9%
DON WISDOMTREE US MIDCAP 0.1%
Value ($000) $1,133 Shares 23,229 Est. Cost $51.70 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $1,128 Shares 15,331 Est. Cost $77.95 Unrealized -1.8%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $1,127 Shares 12,297 Est. Cost $59.48 Unrealized +42.8%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $1,113 Shares 13,954 Est. Cost $66.79 Unrealized +6.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,107 Shares 5,494 Est. Cost $67.28 Unrealized +144.3%
T AT&T INC 0.1%
Value ($000) $1,099 Shares 62,464 Est. Cost $14.48 Unrealized +7.9%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $1,081 Shares 8,870 Est. Cost $95.68 Unrealized +6.3%
IYC ISHARES US CONSUMER SERVICES 0.1%
Value ($000) $1,058 Shares 12,906 Est. Cost $94.10 Unrealized
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value ($000) $1,004 Shares 7,623 Est. Cost $52.07 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $965 Shares 12,583 Est. Cost $81.23 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $953 Shares 3,660 Est. Cost $62.92 Unrealized +302.2%
EOG EOG RESOURCES INC 0.1%
Value ($000) $947 Shares 7,405 Est. Cost $89.39 Unrealized +23.5%
NVS NOVARTIS AG 0.1%
Value ($000) $941 Shares 9,724 Est. Cost $76.78 Unrealized
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value ($000) $928 Shares 7,380 Est. Cost $112.61 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $907 Shares 18,433 Est. Cost $52.24 Unrealized -18.4%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $900 Shares 3,296 Est. Cost $113.46 Unrealized +114.2%
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value ($000) $895 Shares 22,653 Est. Cost $39.52 Unrealized
IDU ISHARES US UTILITIES (MKT) 0.1%
Value ($000) $886 Shares 10,485 Est. Cost $103.00 Unrealized
CRL CHARLES RIVER LABORATORIES 0.1%
Value ($000) $875 Shares 3,230 Est. Cost $170.93 Unrealized +39.7%
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value ($000) $858 Shares 12,690 Est. Cost $85.08 Unrealized
IEX IDEX CORP 0.1%
Value ($000) $829 Shares 3,397 Est. Cost $187.93 Unrealized +17.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $811 Shares 3,183 Est. Cost $108.77 Unrealized +118.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $797 Shares 4,031 Est. Cost $44.39 Unrealized +319.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $795 Shares 9,124 Est. Cost $76.64 Unrealized +5.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $792 Shares 21,886 Est. Cost $23.85 Unrealized +32.2%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $786 Shares 14,770 Est. Cost $43.33 Unrealized +5.7%
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value ($000) $781 Shares 3,198 Est. Cost $123.72 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.1%
Value ($000) $780 Shares 5,279 Est. Cost $93.27 Unrealized
VOX VANGUARD COMMUNICATION SRVCS 0.1%
Value ($000) $767 Shares 5,848 Est. Cost $94.41 Unrealized
CSX CSX CORP 0.1%
Value ($000) $744 Shares 20,065 Est. Cost $26.45 Unrealized +34.1%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $730 Shares 14,540 Est. Cost $32.20 Unrealized +29.8%
EXC EXELON CORP 0.1%
Value ($000) $712 Shares 18,951 Est. Cost $23.55 Unrealized +41.1%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $701 Shares 4,715 Est. Cost $77.56 Unrealized +75.9%
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $679 Shares 38,450 Est. Cost $10.24 Unrealized +43.3%
KBE SPDR S&P BANK ETF (MKT) 0.1%
Value ($000) $673 Shares 14,295 Est. Cost $42.69 Unrealized
FTAI FTAI AVIATION LTD 0.1%
Value ($000) $673 Shares 10,000 Est. Cost $15.67 Unrealized +242.5%
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $655 Shares 2,421 Est. Cost $125.49 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $652 Shares 6,565 Est. Cost $47.48 Unrealized +88.6%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $648 Shares 1,509 Est. Cost $418.20 Unrealized +2.5%
AOS SMITH A O CORP 0.0%
Value ($000) $645 Shares 7,210 Est. Cost $39.58 Unrealized +101.5%
BP BP PLC 0.0%
Value ($000) $635 Shares 16,862 Est. Cost $36.26 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $634 Shares 1 Est. Cost $394223.03 Unrealized +50.6%
ECL ECOLAB INC 0.0%
Value ($000) $634 Shares 2,746 Est. Cost $164.23 Unrealized +26.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $633 Shares 10,885 Est. Cost $17.13 Unrealized +220.8%
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value ($000) $627 Shares 1,974 Est. Cost $138.56 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $606 Shares 6,025 Est. Cost $100.13 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $604 Shares 2,836 Est. Cost $99.79 Unrealized +91.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $601 Shares 16,300 Est. Cost $32.83 Unrealized -0.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $573 Shares 4,136 Est. Cost $59.78 Unrealized +115.4%
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $570 Shares 11,582 Est. Cost $56.58 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $569 Shares 4,354 Est. Cost $151.93 Unrealized
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $565 Shares 4,648 Est. Cost $42.48 Unrealized +184.0%
BLACKROCK INC 0.0%
Value ($000) $562 Shares 674 Est. Cost $693.19 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 0.0%
Value ($000) $553 Shares 10,711 Est. Cost $60.86 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $551 Shares 2,692 Est. Cost $123.41 Unrealized +58.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $542 Shares 2,544 Est. Cost $180.13 Unrealized +12.3%
ALC ALCON INC 0.0%
Value ($000) $538 Shares 6,464 Est. Cost $62.19 Unrealized +28.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $537 Shares 1,122 Est. Cost $306.73 Unrealized +45.4%
INTU INTUIT 0.0%
Value ($000) $534 Shares 821 Est. Cost $458.60 Unrealized +37.6%
FDX FEDEX CORP 0.0%
Value ($000) $531 Shares 1,833 Est. Cost $172.12 Unrealized +39.3%
C CITIGROUP INC 0.0%
Value ($000) $519 Shares 8,201 Est. Cost $41.86 Unrealized +25.5%
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value ($000) $517 Shares 5,400 Est. Cost $88.36 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $514 Shares 3,013 Est. Cost $46.42 Unrealized +192.3%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $514 Shares 6,920 Est. Cost $63.63 Unrealized
BALL BALL CORP 0.0%
Value ($000) $511 Shares 7,586 Est. Cost $36.35 Unrealized +62.8%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $496 Shares 2,641 Est. Cost $121.88 Unrealized +31.9%
DXCM DEXCOM INC 0.0%
Value ($000) $492 Shares 3,550 Est. Cost $114.89 Unrealized +9.4%
MCK MCKESSON CORP 0.0%
Value ($000) $490 Shares 912 Est. Cost $224.63 Unrealized +124.1%
MCO MOODYS CORP 0.0%
Value ($000) $487 Shares 1,239 Est. Cost $333.69 Unrealized +13.9%
CTVA CORTEVA INC 0.0%
Value ($000) $484 Shares 8,401 Est. Cost $25.02 Unrealized +102.2%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $483 Shares 2,365 Est. Cost $141.07 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $482 Shares 3,649 Est. Cost $117.74 Unrealized +4.2%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $479 Shares 2,131 Est. Cost $104.32 Unrealized +56.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $473 Shares 5,079 Est. Cost $66.62 Unrealized +25.9%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $471 Shares 22,371 Est. Cost $11.46 Unrealized +51.8%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $451 Shares 9,129 Est. Cost $35.18 Unrealized
IVW ISHARES S&P 500 GROWTH (MKT) 0.0%
Value ($000) $444 Shares 5,261 Est. Cost $58.68 Unrealized
MAR MARRIOTT INTERNATIONAL INC NEW 0.0%
Value ($000) $443 Shares 1,756 Est. Cost $117.11 Unrealized +103.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $442 Shares 2,877 Est. Cost $100.68 Unrealized +14.5%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $442 Shares 1,768 Est. Cost $150.42 Unrealized +57.2%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $442 Shares 3,524 Est. Cost $109.78 Unrealized
VFH VANGUARD FINANCIALS INDEX 0.0%
Value ($000) $440 Shares 4,300 Est. Cost $62.26 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $440 Shares 640 Est. Cost $93.97 Unrealized +61.4%
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value ($000) $437 Shares 1,525 Est. Cost $83.45 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $435 Shares 7,511 Est. Cost $30.59 Unrealized +63.8%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $429 Shares 3,400 Est. Cost $247.15 Unrealized -52.5%
RRBI RED RIVER BANCSHARES INC 0.0%
Value ($000) $420 Shares 8,427 Est. Cost $50.19 Unrealized +1.6%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $411 Shares 2,166 Est. Cost $111.34 Unrealized +48.4%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $411 Shares 2,365 Est. Cost $158.83 Unrealized +4.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $406 Shares 2,249 Est. Cost $104.71 Unrealized +67.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $401 Shares 13,065 Est. Cost $28.46 Unrealized +2.1%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $397 Shares 2,075 Est. Cost $103.70 Unrealized +67.4%
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value ($000) $394 Shares 8,863 Est. Cost $53.74 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $394 Shares 1,352 Est. Cost $273.14 Unrealized +2.1%
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $394 Shares 4,928 Est. Cost $78.73 Unrealized
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value ($000) $388 Shares 11,347 Est. Cost $35.41 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $385 Shares 1,433 Est. Cost $146.13 Unrealized +69.5%
NEOG NEOGEN CORP 0.0%
Value ($000) $378 Shares 23,940 Est. Cost $21.23 Unrealized -21.1%
HSY HERSHEY CO 0.0%
Value ($000) $370 Shares 1,902 Est. Cost $132.48 Unrealized +37.4%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $367 Shares 2,675 Est. Cost $161.33 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $363 Shares 3,000 Est. Cost $81.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $352 Shares 4,748 Est. Cost $51.10 Unrealized +29.2%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $352 Shares 56,000 Est. Cost $5.46 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $345 Shares 3,187 Est. Cost $92.54 Unrealized +6.0%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $344 Shares 1,312 Est. Cost $220.01 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $344 Shares 3,160 Est. Cost $74.31 Unrealized +55.1%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $338 Shares 1,467 Est. Cost $169.10 Unrealized +22.2%
F FORD MOTOR COMPANY 0.0%
Value ($000) $335 Shares 25,240 Est. Cost $7.17 Unrealized +49.0%
TGT TARGET CORP 0.0%
Value ($000) $335 Shares 1,891 Est. Cost $54.97 Unrealized +158.4%
XYZ SQUARE INC 0.0%
Value ($000) $334 Shares 3,948 Est. Cost $59.13 Unrealized +22.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $328 Shares 4,685 Est. Cost $46.29 Unrealized +48.9%
GNTX GENTEX CORP 0.0%
Value ($000) $325 Shares 9,000 Est. Cost $26.93 Unrealized +28.5%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $320 Shares 6,370 Est. Cost $46.03 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $312 Shares 8,008 Est. Cost $38.06 Unrealized -12.3%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $304 Shares 6,900 Est. Cost $34.39 Unrealized +14.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $304 Shares 4,230 Est. Cost $66.66 Unrealized +1.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $303 Shares 712 Est. Cost $344.59 Unrealized +24.0%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value ($000) $297 Shares 2,080 Est. Cost $114.46 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $288 Shares 1,840 Est. Cost $110.37 Unrealized +20.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $281 Shares 809 Est. Cost $264.03 Unrealized +18.7%
GWW GRAINGER WW INC 0.0%
Value ($000) $267 Shares 262 Est. Cost $756.34 Unrealized +21.3%
CPRT COPART INC 0.0%
Value ($000) $264 Shares 4,563 Est. Cost $47.24 Unrealized +8.8%
JUNIPER NETWORKS INC 0.0%
Value ($000) $264 Shares 7,120 Est. Cost $37.06 Unrealized
GLW CORNING INC 0.0%
Value ($000) $262 Shares 7,951 Est. Cost $20.39 Unrealized +49.3%
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $260 Shares 17,500 Est. Cost $13.70 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $253 Shares 4,431 Est. Cost $23.67 Unrealized +99.9%
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value ($000) $251 Shares 1,228 Est. Cost $121.00 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $246 Shares 1,650 Est. Cost $111.64 Unrealized +14.3%
IXC ISHARES GLOBAL ENERGY (MKT) 0.0%
Value ($000) $246 Shares 5,717 Est. Cost $17.71 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $245 Shares 2,178 Est. Cost $99.62 Unrealized +1.0%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $242 Shares 5,540 Est. Cost $32.74 Unrealized +32.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $238 Shares 1,939 Est. Cost $60.22 Unrealized +90.4%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $238 Shares 1,748 Est. Cost $136.05 Unrealized
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $235 Shares 6,556 Est. Cost $42.48 Unrealized -22.0%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $233 Shares 9,500 Est. Cost $22.29 Unrealized +6.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $233 Shares 3,039 Est. Cost $21.31 Unrealized +33.9%
BBY BEST BUY INC 0.0%
Value ($000) $232 Shares 2,831 Est. Cost $63.45 Unrealized +9.2%
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value ($000) $232 Shares 4,267 Est. Cost $49.04 Unrealized
FMC FMC CORP 0.0%
Value ($000) $231 Shares 3,625 Est. Cost $53.30 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $229 Shares 12,500 Est. Cost $13.90 Unrealized +15.0%
TTC TORO CO 0.0%
Value ($000) $229 Shares 2,500 Est. Cost $85.59 Unrealized +7.7%
LYV LIVE NATION INC 0.0%
Value ($000) $228 Shares 2,158 Est. Cost $94.54 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $227 Shares 373 Est. Cost $43.65 Unrealized +29.2%
SDOG ALPS SECTOR DIVIDEND 0.0%
Value ($000) $226 Shares 4,183 Est. Cost $42.53 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $217 Shares 14,400 Est. Cost $13.80 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $213 Shares 2,883 Est. Cost $37.79 Unrealized +77.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $211 Shares 5,471 Est. Cost $33.15 Unrealized +4.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $204 Shares 680 Est. Cost $267.07 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $203 Shares 3,400 Est. Cost $49.54 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $202 Shares 2,788 Est. Cost $73.55 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $201 Shares 10,000 Est. Cost $20.17 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $188 Shares 11,300 Est. Cost $16.64 Unrealized
KRP KIMBELL ROYALTY PARTNERS LP 0.0%
Value ($000) $167 Shares 10,750 Est. Cost $13.67 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $161 Shares 20,000 Est. Cost $14.45 Unrealized -49.6%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $65 Shares 11,000 Est. Cost $3.96 Unrealized 0.0%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $51 Shares 43,636 Est. Cost $6.45 Unrealized -78.8%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $29 Shares 15,000 Est. Cost $2.34 Unrealized
VUZI VUZIX CORP COM 0.0%
Value ($000) $19 Shares 15,900 Est. Cost $9.58 Unrealized -83.0%