Simmons Bank Diversified Active

CIK: 0001674486 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 26, 2024

Total Value ($000): $1,324,648 (100.0% shares, 0.0% debt)

Holdings (328)

ORLY O REILLY AUTOMOTIVE INC 8.8%
Value ($000) $116,578 Shares 110,390 Est. Cost $20.50 Unrealized +237.3%
SPY SPDR S&P 500 (MKT) 3.7%
Value ($000) $48,511 Shares 89,140 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $45,311 Shares 101,378 Est. Cost $90.42 Unrealized +361.5%
NVDA NVIDIA CORP 3.2%
Value ($000) $42,009 Shares 340,043 Est. Cost $92.15 Unrealized +9.7%
IWF ISHARES RUSSELL 1000 GROWTH 2.5%
Value ($000) $32,960 Shares 90,424 Est. Cost $116.39 Unrealized
SFNC SIMMONS 1ST NATL CORP 2.5%
Value ($000) $32,784 Shares 1,864,860 Est. Cost $23.11 Unrealized -23.6%
AAPL APPLE INC 2.1%
Value ($000) $27,498 Shares 130,555 Est. Cost $103.92 Unrealized +78.1%
AMZN AMAZON COM INC 1.8%
Value ($000) $23,867 Shares 123,503 Est. Cost $124.66 Unrealized +47.4%
VEA VANGUARD FTSE DEVELOPED MARKETS 1.7%
Value ($000) $22,419 Shares 453,652 Est. Cost $37.87 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.6%
Value ($000) $21,180 Shares 198,577 Est. Cost $90.37 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.6%
Value ($000) $20,759 Shares 85,746 Est. Cost $134.04 Unrealized
HDV ISHARES HIGH DIVIDEND (MKT) 1.5%
Value ($000) $20,291 Shares 186,672 Est. Cost $88.86 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 1.3%
Value ($000) $17,589 Shares 300,557 Est. Cost $109.87 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $17,479 Shares 95,957 Est. Cost $109.62 Unrealized +52.7%
WMT WALMART INC 1.3%
Value ($000) $16,620 Shares 245,461 Est. Cost $47.06 Unrealized +31.7%
MDY SPDR S&P MIDCAP 400 (MKT) 1.2%
Value ($000) $15,785 Shares 29,501 Est. Cost $340.94 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.2%
Value ($000) $15,319 Shares 67,715 Est. Cost $82.68 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $15,140 Shares 30,026 Est. Cost $168.23 Unrealized +187.3%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $14,660 Shares 30,599 Est. Cost $181.70 Unrealized
ADBE ADOBE SYSTEMS INC 1.1%
Value ($000) $14,535 Shares 26,163 Est. Cost $242.64 Unrealized +99.6%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $14,223 Shares 123,546 Est. Cost $56.25 Unrealized +95.7%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $13,300 Shares 85,027 Est. Cost $82.11 Unrealized +80.7%
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $13,209 Shares 65,306 Est. Cost $80.79 Unrealized +134.2%
IWM ISHARES RUSSELL 2000 (MKT) 0.9%
Value ($000) $12,010 Shares 59,196 Est. Cost $176.17 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $11,942 Shares 72,407 Est. Cost $103.79 Unrealized +56.4%
ABBV ABBVIE INC SR NT 0.8%
Value ($000) $10,991 Shares 64,080 Est. Cost $58.33 Unrealized +169.4%
CAT CATERPILLAR INC 0.8%
Value ($000) $10,910 Shares 32,754 Est. Cost $152.93 Unrealized +121.5%
MRK MERCK & CO INC 0.8%
Value ($000) $10,738 Shares 86,737 Est. Cost $44.67 Unrealized +172.5%
VWO VANGUARD EMERGING MARKETS STOCK 0.8%
Value ($000) $10,694 Shares 244,376 Est. Cost $38.29 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.8%
Value ($000) $10,417 Shares 132,993 Est. Cost $62.36 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.8%
Value ($000) $10,406 Shares 12,243 Est. Cost $325.72 Unrealized +137.6%
HD HOME DEPOT INC 0.8%
Value ($000) $10,368 Shares 30,119 Est. Cost $163.02 Unrealized +100.9%
PSX PHILLIPS 66 0.8%
Value ($000) $10,313 Shares 73,053 Est. Cost $74.94 Unrealized +86.3%
IVV ISHARES CORE S&P 500 (MKT) 0.8%
Value ($000) $9,952 Shares 18,187 Est. Cost $294.93 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $9,699 Shares 243,871 Est. Cost $26.30 Unrealized +40.1%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $9,590 Shares 58,149 Est. Cost $77.15 Unrealized +103.8%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $9,590 Shares 23,573 Est. Cost $221.69 Unrealized +84.3%
GSBC GREAT SOUTHN BANCORP INC 0.7%
Value ($000) $9,131 Shares 164,191 Est. Cost $52.50 Unrealized -0.3%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.6%
Value ($000) $8,517 Shares 66,965 Est. Cost $83.94 Unrealized
CRM SALESFORCE 0.6%
Value ($000) $8,475 Shares 32,965 Est. Cost $190.62 Unrealized +38.9%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $8,221 Shares 18,176 Est. Cost $220.78 Unrealized +91.9%
KO COCA COLA CO 0.6%
Value ($000) $8,113 Shares 127,455 Est. Cost $34.32 Unrealized +71.6%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $7,997 Shares 112,935 Est. Cost $60.20 Unrealized +12.3%
DE DEERE & CO 0.6%
Value ($000) $7,955 Shares 21,290 Est. Cost $180.17 Unrealized +111.2%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $7,789 Shares 163,940 Est. Cost $35.12 Unrealized +29.0%
VV VANGUARD LARGE CAP ETF (MKT) 0.6%
Value ($000) $7,774 Shares 31,144 Est. Cost $129.64 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $7,504 Shares 8,288 Est. Cost $218.63 Unrealized +261.8%
VUG VANGUARD GROWTH ETF (MKT) 0.6%
Value ($000) $7,297 Shares 19,511 Est. Cost $144.99 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $7,151 Shares 22,887 Est. Cost $177.39 Unrealized +57.5%
ORCL ORACLE CORP 0.5%
Value ($000) $6,591 Shares 46,680 Est. Cost $35.96 Unrealized +240.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $6,578 Shares 159,496 Est. Cost $30.84 Unrealized +18.3%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $6,537 Shares 14,695 Est. Cost $262.38 Unrealized +51.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $6,458 Shares 13,825 Est. Cost $309.14 Unrealized +42.8%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $6,457 Shares 33,194 Est. Cost $136.18 Unrealized +29.3%
IYW ISHARES US TECHNOLOGY (MKT) 0.5%
Value ($000) $6,273 Shares 41,682 Est. Cost $99.75 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $6,267 Shares 25,083 Est. Cost $114.84 Unrealized +117.9%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.5%
Value ($000) $6,224 Shares 42,706 Est. Cost $99.00 Unrealized
VTV VANGUARD VALUE INDEX 0.5%
Value ($000) $6,200 Shares 38,656 Est. Cost $88.29 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $5,977 Shares 65,324 Est. Cost $52.27 Unrealized +67.2%
AEP AMERICAN ELECTRIC POWER INC 0.5%
Value ($000) $5,977 Shares 68,123 Est. Cost $62.78 Unrealized +31.6%
GSK GSK PLC 0.4%
Value ($000) $5,725 Shares 148,689 Est. Cost $35.65 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $5,568 Shares 10,933 Est. Cost $393.36 Unrealized +20.3%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $5,554 Shares 26,011 Est. Cost $146.51 Unrealized +25.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5,500 Shares 37,627 Est. Cost $104.72 Unrealized +35.1%
KLAC KLA-TENCOR CORP 0.4%
Value ($000) $5,451 Shares 6,611 Est. Cost $280.72 Unrealized +159.5%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $5,246 Shares 43,046 Est. Cost $78.31 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $5,042 Shares 180,193 Est. Cost $23.37 Unrealized +6.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $5,032 Shares 50,679 Est. Cost $108.51 Unrealized -2.8%
GOOG ALPHABET INC 0.4%
Value ($000) $4,987 Shares 27,187 Est. Cost $108.08 Unrealized +56.2%
LOW LOWES COMPANIES INC 0.4%
Value ($000) $4,982 Shares 22,596 Est. Cost $72.86 Unrealized +203.8%
SO SOUTHERN CO 0.4%
Value ($000) $4,973 Shares 64,113 Est. Cost $47.84 Unrealized +50.1%
CMI CUMMINS INC 0.4%
Value ($000) $4,923 Shares 17,778 Est. Cost $118.73 Unrealized +132.6%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $4,867 Shares 35,219 Est. Cost $98.99 Unrealized +26.6%
QCOM QUALCOMM INC 0.4%
Value ($000) $4,807 Shares 24,132 Est. Cost $46.63 Unrealized +291.1%
XLY CONSUMER DISCRET SELECT SECTOR 0.4%
Value ($000) $4,785 Shares 26,232 Est. Cost $118.19 Unrealized
CHKP CHECK POINT SOFTWARE 0.4%
Value ($000) $4,768 Shares 28,895 Est. Cost $136.53 Unrealized +14.2%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $4,619 Shares 17,899 Est. Cost $181.49 Unrealized +33.6%
LIN LINDE PLC 0.3%
Value ($000) $4,602 Shares 10,487 Est. Cost $336.74 Unrealized +27.9%
XLF FINANCIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $4,565 Shares 111,033 Est. Cost $27.35 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $4,519 Shares 106,094 Est. Cost $37.89 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $4,429 Shares 19,574 Est. Cost $112.38 Unrealized +100.7%
IWV ISHARES RUSSELL 3000 (MKT) 0.3%
Value ($000) $4,341 Shares 14,063 Est. Cost $168.54 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $4,069 Shares 39,163 Est. Cost $57.44 Unrealized +79.2%
AGG ISHARES CORE TOTAL US BOND 0.3%
Value ($000) $4,036 Shares 41,579 Est. Cost $104.26 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $3,973 Shares 29,026 Est. Cost $84.24 Unrealized +56.4%
XLP CONSUMER STAPLES SELECT SECTOR 0.3%
Value ($000) $3,834 Shares 50,061 Est. Cost $61.96 Unrealized
XLC COMMUNICATION SERVICES SELECT 0.3%
Value ($000) $3,786 Shares 44,200 Est. Cost $54.74 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3,623 Shares 39,220 Est. Cost $77.19 Unrealized +14.7%
VGT VANGUARD INFORMATION TECHNOLOGY 0.3%
Value ($000) $3,540 Shares 6,140 Est. Cost $211.67 Unrealized
NKE NIKE INC 0.3%
Value ($000) $3,529 Shares 46,817 Est. Cost $75.89 Unrealized +18.2%
ACN ACCENTURE PLC 0.3%
Value ($000) $3,505 Shares 11,552 Est. Cost $244.40 Unrealized +22.5%
CME CME GROUP INC 0.3%
Value ($000) $3,441 Shares 17,501 Est. Cost $148.15 Unrealized +31.6%
DOW DOW INC COM 0.3%
Value ($000) $3,352 Shares 63,176 Est. Cost $46.52 Unrealized +10.1%
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $3,340 Shares 843 Est. Cost $2296.81 Unrealized +59.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $3,266 Shares 32,588 Est. Cost $68.39 Unrealized +37.8%
V VISA INC 0.2%
Value ($000) $3,213 Shares 12,241 Est. Cost $125.31 Unrealized +116.1%
TSN TYSON FOODS INC 0.2%
Value ($000) $3,112 Shares 54,455 Est. Cost $52.24 Unrealized +5.8%
CMCSA COMCAST CORP 0.2%
Value ($000) $3,070 Shares 78,398 Est. Cost $39.55 Unrealized -6.1%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $3,044 Shares 15,661 Est. Cost $189.62 Unrealized -7.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,995 Shares 32,853 Est. Cost $58.52 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,952 Shares 43,030 Est. Cost $57.17 Unrealized +10.4%
RTX RTX CORPORATION 0.2%
Value ($000) $2,906 Shares 28,947 Est. Cost $54.59 Unrealized +83.4%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $2,862 Shares 107,304 Est. Cost $18.66 Unrealized +40.5%
MA MASTERCARD INC 0.2%
Value ($000) $2,856 Shares 6,474 Est. Cost $278.32 Unrealized +62.3%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $2,840 Shares 36,411 Est. Cost $67.46 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,839 Shares 5,134 Est. Cost $295.48 Unrealized +92.8%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.2%
Value ($000) $2,834 Shares 27,324 Est. Cost $113.08 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $2,818 Shares 4,999 Est. Cost $409.52 Unrealized +30.2%
RSP INVESCO EXCHANGE TRADED FD TR 0.2%
Value ($000) $2,810 Shares 17,107 Est. Cost $161.56 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2,791 Shares 10,952 Est. Cost $134.14 Unrealized +90.1%
SUSA ISHARES MSCI USA ESG SELECT 0.2%
Value ($000) $2,714 Shares 24,148 Est. Cost $95.55 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,700 Shares 23,602 Est. Cost $39.64 Unrealized +191.1%
AVGO BROADCOM INC COM 0.2%
Value ($000) $2,696 Shares 1,679 Est. Cost $28.47 Unrealized +383.6%
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $2,668 Shares 30,217 Est. Cost $61.07 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $2,628 Shares 14,399 Est. Cost $116.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,502 Shares 14,467 Est. Cost $106.22 Unrealized +56.1%
TSLA TESLA INC 0.2%
Value ($000) $2,463 Shares 12,449 Est. Cost $195.72 Unrealized -10.7%
ETN EATON CORP PLC 0.2%
Value ($000) $2,440 Shares 7,783 Est. Cost $63.66 Unrealized +398.5%
VB VANGUARD SMALL CAP ETF (MKT) 0.2%
Value ($000) $2,421 Shares 11,104 Est. Cost $183.77 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value ($000) $2,395 Shares 22,385 Est. Cost $26.68 Unrealized +92.3%
BHP BHP GROUP LIMITED 0.2%
Value ($000) $2,321 Shares 40,658 Est. Cost $53.88 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $2,303 Shares 38,217 Est. Cost $63.24 Unrealized -1.7%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $2,301 Shares 10,025 Est. Cost $144.51 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value ($000) $2,290 Shares 33,600 Est. Cost $59.44 Unrealized
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $2,272 Shares 2,773 Est. Cost $480.15 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.2%
Value ($000) $2,265 Shares 15,056 Est. Cost $88.03 Unrealized
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $2,254 Shares 31,231 Est. Cost $52.29 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $2,228 Shares 20,235 Est. Cost $56.55 Unrealized +74.5%
CBRE CBRE GROUP INC 0.2%
Value ($000) $2,138 Shares 23,998 Est. Cost $79.56 Unrealized +11.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $2,135 Shares 7,981 Est. Cost $153.62 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.2%
Value ($000) $2,095 Shares 8,376 Est. Cost $133.42 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $2,031 Shares 18,433 Est. Cost $46.08 Unrealized +133.2%
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,028 Shares 14,661 Est. Cost $102.65 Unrealized +37.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,988 Shares 6,851 Est. Cost $166.16 Unrealized +70.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,978 Shares 43,427 Est. Cost $32.69 Unrealized +19.6%
HAL HALLIBURTON CO 0.1%
Value ($000) $1,977 Shares 58,540 Est. Cost $34.23 Unrealized +3.2%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $1,971 Shares 14,906 Est. Cost $123.18 Unrealized +9.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,838 Shares 44,267 Est. Cost $40.80 Unrealized +0.5%
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.1%
Value ($000) $1,827 Shares 39,939 Est. Cost $48.22 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,757 Shares 11,114 Est. Cost $44.05 Unrealized +283.6%
BA BOEING CO 0.1%
Value ($000) $1,722 Shares 9,462 Est. Cost $145.97 Unrealized +22.1%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,703 Shares 12,222 Est. Cost $126.92 Unrealized +3.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,699 Shares 20,282 Est. Cost $84.01 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,686 Shares 54,444 Est. Cost $29.97 Unrealized +8.5%
IWB ISHARES RUSSELL 1000 (MKT) 0.1%
Value ($000) $1,663 Shares 5,588 Est. Cost $132.80 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,644 Shares 16,937 Est. Cost $59.65 Unrealized +49.3%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,528 Shares 6,473 Est. Cost $37.10 Unrealized +469.9%
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value ($000) $1,526 Shares 12,617 Est. Cost $88.07 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,508 Shares 2,784 Est. Cost $256.11 Unrealized +124.8%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $1,488 Shares 39,066 Est. Cost $29.64 Unrealized +24.0%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value ($000) $1,473 Shares 18,172 Est. Cost $70.27 Unrealized
OZK BANK OZK 0.1%
Value ($000) $1,467 Shares 35,790 Est. Cost $34.57 Unrealized +17.5%
ZTS ZOETIS INC 0.1%
Value ($000) $1,466 Shares 8,454 Est. Cost $87.62 Unrealized +86.4%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,444 Shares 7,212 Est. Cost $127.06 Unrealized +48.7%
USB US BANCORP DEL 0.1%
Value ($000) $1,440 Shares 36,284 Est. Cost $32.73 Unrealized +15.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,433 Shares 8,975 Est. Cost $77.34 Unrealized +108.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,426 Shares 24,569 Est. Cost $83.12 Unrealized -23.7%
SLV ISHARES SILVER TRUST (MKT) 0.1%
Value ($000) $1,409 Shares 53,022 Est. Cost $26.57 Unrealized
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value ($000) $1,397 Shares 22,805 Est. Cost $82.56 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $1,393 Shares 10,270 Est. Cost $60.95 Unrealized +119.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,387 Shares 9,167 Est. Cost $57.66 Unrealized +151.1%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $1,383 Shares 2,734 Est. Cost $131.74 Unrealized +300.5%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,380 Shares 31,412 Est. Cost $33.71 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,355 Shares 5,678 Est. Cost $131.54 Unrealized +79.9%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $1,312 Shares 19,139 Est. Cost $76.40 Unrealized -8.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,289 Shares 5,567 Est. Cost $64.12 Unrealized +254.5%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value ($000) $1,274 Shares 6,979 Est. Cost $101.57 Unrealized
BF/B BROWN-FORMAN CORP 0.1%
Value ($000) $1,237 Shares 28,644 Est. Cost $61.10 Unrealized -26.4%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $1,233 Shares 12,173 Est. Cost $59.48 Unrealized +53.5%
CB CHUBB LIMITED 0.1%
Value ($000) $1,222 Shares 4,790 Est. Cost $115.80 Unrealized +118.3%
ITT ITT INC 0.1%
Value ($000) $1,083 Shares 8,384 Est. Cost $62.03 Unrealized +111.7%
IYC ISHARES US CONSUMER SERVICES 0.1%
Value ($000) $1,049 Shares 12,906 Est. Cost $94.10 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,049 Shares 22,227 Est. Cost $36.16 Unrealized +27.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $1,044 Shares 15,351 Est. Cost $52.03 Unrealized +26.9%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $1,032 Shares 8,198 Est. Cost $96.83 Unrealized +31.5%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $1,028 Shares 11,113 Est. Cost $76.51 Unrealized
DON WISDOMTREE US MIDCAP 0.1%
Value ($000) $1,016 Shares 21,729 Est. Cost $51.70 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $1,013 Shares 9,519 Est. Cost $76.78 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,012 Shares 15,999 Est. Cost $43.39 Unrealized +48.5%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $970 Shares 8,412 Est. Cost $95.68 Unrealized +10.6%
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value ($000) $962 Shares 7,543 Est. Cost $52.07 Unrealized
IDU ISHARES US UTILITIES (MKT) 0.1%
Value ($000) $921 Shares 10,485 Est. Cost $103.00 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $920 Shares 4,031 Est. Cost $44.39 Unrealized +367.8%
EOG EOG RESOURCES INC 0.1%
Value ($000) $920 Shares 7,306 Est. Cost $89.39 Unrealized +36.6%
T AT&T INC 0.1%
Value ($000) $911 Shares 47,679 Est. Cost $14.48 Unrealized +11.7%
MPC MARATHON PETE CORP 0.1%
Value ($000) $910 Shares 5,245 Est. Cost $67.28 Unrealized +166.9%
TRMB TRIMBLE INC 0.1%
Value ($000) $907 Shares 16,212 Est. Cost $43.72 Unrealized +32.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $905 Shares 11,795 Est. Cost $81.23 Unrealized
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value ($000) $889 Shares 23,145 Est. Cost $39.50 Unrealized
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value ($000) $881 Shares 7,380 Est. Cost $112.61 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $870 Shares 3,515 Est. Cost $62.92 Unrealized +257.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $864 Shares 17,625 Est. Cost $52.24 Unrealized -9.8%
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value ($000) $834 Shares 12,690 Est. Cost $85.08 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $820 Shares 14,701 Est. Cost $43.33 Unrealized +10.7%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $817 Shares 3,287 Est. Cost $113.46 Unrealized +125.0%
VOX VANGUARD COMMUNICATION SRVCS 0.1%
Value ($000) $808 Shares 5,848 Est. Cost $94.41 Unrealized
UBS UBS GROUP AG SHS 0.1%
Value ($000) $798 Shares 27,003 Est. Cost $21.19 Unrealized +40.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $779 Shares 21,886 Est. Cost $23.85 Unrealized +35.7%
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value ($000) $748 Shares 3,178 Est. Cost $123.72 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.1%
Value ($000) $736 Shares 5,260 Est. Cost $93.27 Unrealized
ALC ALCON INC 0.1%
Value ($000) $730 Shares 8,200 Est. Cost $67.00 Unrealized +26.7%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $720 Shares 4,592 Est. Cost $83.24 Unrealized +84.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $705 Shares 8,961 Est. Cost $76.64 Unrealized +1.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $693 Shares 10,980 Est. Cost $17.13 Unrealized +251.4%
KEX KIRBY CORP 0.1%
Value ($000) $687 Shares 5,741 Est. Cost $55.05 Unrealized +102.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $683 Shares 3,183 Est. Cost $108.77 Unrealized +106.1%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $661 Shares 3,200 Est. Cost $170.93 Unrealized +32.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $651 Shares 13,740 Est. Cost $32.20 Unrealized +46.7%
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $644 Shares 2,421 Est. Cost $125.49 Unrealized
KBE SPDR S&P BANK ETF (MKT) 0.0%
Value ($000) $643 Shares 13,855 Est. Cost $42.69 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $633 Shares 18,294 Est. Cost $23.55 Unrealized +47.5%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $628 Shares 38,900 Est. Cost $10.31 Unrealized +60.7%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $622 Shares 6,459 Est. Cost $47.48 Unrealized +97.4%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $612 Shares 1 Est. Cost $394223.03 Unrealized +56.4%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $612 Shares 10,355 Est. Cost $66.79 Unrealized -12.4%
CSX CSX CORP 0.0%
Value ($000) $611 Shares 18,275 Est. Cost $26.45 Unrealized +25.2%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $609 Shares 2,853 Est. Cost $99.79 Unrealized +103.2%
BP BP PLC 0.0%
Value ($000) $608 Shares 16,853 Est. Cost $36.26 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value ($000) $595 Shares 1,904 Est. Cost $138.56 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $593 Shares 4,335 Est. Cost $77.56 Unrealized +67.6%
AOS SMITH A O CORP 0.0%
Value ($000) $589 Shares 7,200 Est. Cost $39.58 Unrealized +107.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $571 Shares 2,544 Est. Cost $180.13 Unrealized +16.1%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value ($000) $568 Shares 10,660 Est. Cost $39.19 Unrealized +42.7%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $559 Shares 4,354 Est. Cost $151.93 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $558 Shares 11,475 Est. Cost $56.58 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 0.0%
Value ($000) $549 Shares 10,711 Est. Cost $60.86 Unrealized
INTU INTUIT 0.0%
Value ($000) $541 Shares 823 Est. Cost $458.60 Unrealized +33.9%
MCK MCKESSON CORP 0.0%
Value ($000) $538 Shares 921 Est. Cost $224.63 Unrealized +146.0%
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $528 Shares 5,241 Est. Cost $100.13 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $527 Shares 2,617 Est. Cost $187.93 Unrealized +13.6%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $523 Shares 2,657 Est. Cost $123.41 Unrealized +56.4%
C CITIGROUP INC 0.0%
Value ($000) $514 Shares 8,097 Est. Cost $41.86 Unrealized +40.2%
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value ($000) $511 Shares 5,400 Est. Cost $88.36 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $510 Shares 7,017 Est. Cost $63.75 Unrealized
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $506 Shares 4,051 Est. Cost $42.48 Unrealized +174.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $486 Shares 1,115 Est. Cost $306.73 Unrealized +44.8%
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value ($000) $479 Shares 1,525 Est. Cost $83.45 Unrealized
BLACKROCK INC 0.0%
Value ($000) $474 Shares 602 Est. Cost $693.19 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $470 Shares 2,315 Est. Cost $141.07 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $468 Shares 1,562 Est. Cost $172.12 Unrealized +46.3%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $462 Shares 2,641 Est. Cost $121.88 Unrealized +38.2%
ECL ECOLAB INC 0.0%
Value ($000) $461 Shares 1,939 Est. Cost $164.23 Unrealized +38.3%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $458 Shares 2,131 Est. Cost $104.32 Unrealized +92.4%
YUM YUM! BRANDS INC 0.0%
Value ($000) $457 Shares 3,451 Est. Cost $59.78 Unrealized +123.0%
BALL BALL CORP 0.0%
Value ($000) $449 Shares 7,484 Est. Cost $36.35 Unrealized +79.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $443 Shares 1,707 Est. Cost $150.42 Unrealized +62.5%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $438 Shares 9,129 Est. Cost $35.18 Unrealized
VFH VANGUARD FINANCIALS INDEX 0.0%
Value ($000) $436 Shares 4,367 Est. Cost $62.84 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $435 Shares 8,069 Est. Cost $25.02 Unrealized +116.1%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $431 Shares 12,900 Est. Cost $28.46 Unrealized +10.8%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $428 Shares 21,368 Est. Cost $11.46 Unrealized +57.6%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $425 Shares 3,524 Est. Cost $109.78 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $425 Shares 3,750 Est. Cost $115.51 Unrealized +9.5%
WFC WELLS FARGO & CO 0.0%
Value ($000) $422 Shares 7,101 Est. Cost $30.59 Unrealized +85.9%
LAM RESEARCH CORP 0.0%
Value ($000) $421 Shares 395 Est. Cost $1064.85 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $415 Shares 1,717 Est. Cost $117.11 Unrealized +101.6%
RRBI RED RIVER BANCSHARES INC 0.0%
Value ($000) $404 Shares 8,427 Est. Cost $50.19 Unrealized -6.7%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $390 Shares 3,779 Est. Cost $66.62 Unrealized +34.8%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $388 Shares 2,340 Est. Cost $158.83 Unrealized +2.3%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $387 Shares 1,903 Est. Cost $178.22 Unrealized +17.2%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $384 Shares 2,752 Est. Cost $100.68 Unrealized +14.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $382 Shares 3,584 Est. Cost $92.58 Unrealized +0.3%
MCO MOODYS CORP 0.0%
Value ($000) $376 Shares 894 Est. Cost $333.69 Unrealized +17.8%
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value ($000) $375 Shares 11,347 Est. Cost $35.41 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $367 Shares 2,675 Est. Cost $161.33 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $366 Shares 18,400 Est. Cost $15.13 Unrealized +17.2%
TFC TRUIST FINL CORP 0.0%
Value ($000) $366 Shares 9,408 Est. Cost $37.60 Unrealized -7.1%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $362 Shares 1,985 Est. Cost $111.34 Unrealized +56.7%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $359 Shares 3,311 Est. Cost $117.74 Unrealized -1.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $359 Shares 2,215 Est. Cost $104.71 Unrealized +53.6%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $358 Shares 1,844 Est. Cost $103.70 Unrealized +78.5%
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value ($000) $357 Shares 8,542 Est. Cost $53.74 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $356 Shares 3,000 Est. Cost $81.00 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $350 Shares 1,902 Est. Cost $132.48 Unrealized +38.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $346 Shares 5,290 Est. Cost $48.45 Unrealized +34.5%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $342 Shares 1,442 Est. Cost $146.13 Unrealized +62.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $339 Shares 2,579 Est. Cost $125.19 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $329 Shares 1,194 Est. Cost $273.14 Unrealized -3.9%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $326 Shares 1,060 Est. Cost $296.08 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $320 Shares 6,427 Est. Cost $34.39 Unrealized +24.3%
MET METLIFE INC 0.0%
Value ($000) $318 Shares 4,533 Est. Cost $51.10 Unrealized +33.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $316 Shares 9,800 Est. Cost $32.83 Unrealized -0.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $310 Shares 695 Est. Cost $344.59 Unrealized +23.0%
GLW CORNING INC 0.0%
Value ($000) $309 Shares 7,951 Est. Cost $20.39 Unrealized +65.1%
F FORD MOTOR COMPANY 0.0%
Value ($000) $309 Shares 24,620 Est. Cost $7.17 Unrealized +55.2%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value ($000) $308 Shares 2,080 Est. Cost $114.46 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $307 Shares 3,893 Est. Cost $78.73 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $305 Shares 1,870 Est. Cost $116.53 Unrealized +31.5%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $299 Shares 6,094 Est. Cost $46.03 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $295 Shares 3,880 Est. Cost $66.66 Unrealized +5.0%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $284 Shares 1,633 Est. Cost $136.05 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $281 Shares 3,136 Est. Cost $87.64 Unrealized 0.0%
NTNX NUTANIX INC 0.0%
Value ($000) $281 Shares 4,937 Est. Cost $61.39 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $271 Shares 3,010 Est. Cost $74.31 Unrealized +30.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $270 Shares 695 Est. Cost $418.20 Unrealized -5.3%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $267 Shares 1,757 Est. Cost $110.37 Unrealized +22.8%
XYZ SQUARE INC 0.0%
Value ($000) $266 Shares 4,126 Est. Cost $59.60 Unrealized +17.4%
TGT TARGET CORP 0.0%
Value ($000) $261 Shares 1,761 Est. Cost $54.97 Unrealized +169.1%
HESS CORP 0.0%
Value ($000) $256 Shares 1,733 Est. Cost $147.52 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $252 Shares 374 Est. Cost $43.65 Unrealized +43.1%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $249 Shares 5,540 Est. Cost $32.74 Unrealized +23.1%
CPRT COPART INC 0.0%
Value ($000) $245 Shares 4,528 Est. Cost $47.24 Unrealized +15.6%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $245 Shares 10,000 Est. Cost $20.17 Unrealized
EAT BRINKER INTERNATIONAL INC 0.0%
Value ($000) $244 Shares 3,375 Est. Cost $59.58 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $243 Shares 3,373 Est. Cost $73.29 Unrealized
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value ($000) $237 Shares 1,228 Est. Cost $121.00 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $236 Shares 718 Est. Cost $269.54 Unrealized +16.4%
GWW GRAINGER WW INC 0.0%
Value ($000) $235 Shares 261 Est. Cost $756.34 Unrealized +22.7%
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value ($000) $231 Shares 4,354 Est. Cost $49.12 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $230 Shares 2,731 Est. Cost $63.45 Unrealized +15.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $230 Shares 1,939 Est. Cost $60.22 Unrealized +93.2%
FISV FISERV INC 0.0%
Value ($000) $227 Shares 1,526 Est. Cost $151.37 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $215 Shares 2,668 Est. Cost $21.31 Unrealized +48.1%
IXC ISHARES GLOBAL ENERGY (MKT) 0.0%
Value ($000) $213 Shares 5,138 Est. Cost $17.71 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $212 Shares 5,141 Est. Cost $40.11 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $210 Shares 703 Est. Cost $264.03 Unrealized +15.6%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $209 Shares 3,212 Est. Cost $69.92 Unrealized 0.0%
SDOG ALPS SECTOR DIVIDEND 0.0%
Value ($000) $205 Shares 3,883 Est. Cost $42.53 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $205 Shares 2,883 Est. Cost $37.79 Unrealized +82.7%
LYV LIVE NATION INC 0.0%
Value ($000) $204 Shares 2,173 Est. Cost $94.54 Unrealized +0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $204 Shares 5,321 Est. Cost $33.15 Unrealized +9.6%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $203 Shares 6,672 Est. Cost $31.65 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $203 Shares 960 Est. Cost $227.18 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $150 Shares 28,000 Est. Cost $5.46 Unrealized +5.9%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $55 Shares 43,636 Est. Cost $6.45 Unrealized -78.5%
VUZI VUZIX CORP COM 0.0%
Value ($000) $41 Shares 30,200 Est. Cost $5.70 Unrealized -75.8%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $3.96 Unrealized +17.0%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $23 Shares 15,000 Est. Cost $2.34 Unrealized