Simmons Bank Diversified Active

CIK: 0001674486 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 29, 2025

Total Value ($000): $1,326,520 (100.0% shares, 0.0% debt)

Holdings (327)

ORLY O REILLY AUTOMOTIVE INC 11.2%
Value ($000) $147,924 Shares 103,257 Est. Cost $20.50 Unrealized +324.4%
SPY SPDR S&P 500 (MKT) 3.5%
Value ($000) $46,787 Shares 83,640 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $36,816 Shares 98,074 Est. Cost $90.42 Unrealized +348.0%
NVDA NVIDIA CORP 2.7%
Value ($000) $36,386 Shares 335,729 Est. Cost $92.15 Unrealized +37.5%
IWF ISHARES RUSSELL 1000 GROWTH 2.3%
Value ($000) $30,033 Shares 83,173 Est. Cost $116.39 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $28,903 Shares 130,116 Est. Cost $105.78 Unrealized +118.2%
SFNC SIMMONS 1ST NATL CORP 2.1%
Value ($000) $27,242 Shares 1,326,952 Est. Cost $23.11 Unrealized -6.1%
HDV ISHARES HIGH DIVIDEND (MKT) 1.9%
Value ($000) $24,945 Shares 205,958 Est. Cost $91.44 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $22,970 Shares 120,732 Est. Cost $125.89 Unrealized +72.4%
VEA VANGUARD FTSE DEVELOPED MARKETS 1.6%
Value ($000) $21,357 Shares 420,162 Est. Cost $37.87 Unrealized
WMT WALMART INC 1.6%
Value ($000) $21,233 Shares 241,857 Est. Cost $48.16 Unrealized +93.0%
VO VANGUARD MID-CAP ETF (MKT) 1.6%
Value ($000) $21,052 Shares 81,401 Est. Cost $134.04 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.6%
Value ($000) $20,696 Shares 197,916 Est. Cost $90.98 Unrealized
META META PLATFORMS INC 1.3%
Value ($000) $17,076 Shares 29,628 Est. Cost $176.56 Unrealized +264.3%
IJH ISHARES CORE S&P MID-CAP (MKT) 1.3%
Value ($000) $16,839 Shares 288,590 Est. Cost $109.24 Unrealized
JPM JP MORGAN CHASE & CO 1.2%
Value ($000) $15,259 Shares 62,205 Est. Cost $80.79 Unrealized +210.6%
GOOGL ALPHABET INC 1.1%
Value ($000) $14,949 Shares 96,672 Est. Cost $111.13 Unrealized +62.6%
MDY SPDR S&P MIDCAP 400 (MKT) 1.1%
Value ($000) $14,252 Shares 26,716 Est. Cost $340.94 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $13,774 Shares 29,373 Est. Cost $181.70 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $13,509 Shares 80,754 Est. Cost $82.11 Unrealized +83.3%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $13,467 Shares 113,235 Est. Cost $56.25 Unrealized +90.6%
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.0%
Value ($000) $13,465 Shares 65,211 Est. Cost $82.68 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.9%
Value ($000) $12,193 Shares 61,120 Est. Cost $176.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $11,681 Shares 21,933 Est. Cost $221.69 Unrealized +119.3%
COST COSTCO WHOLESALE CORP NEW 0.9%
Value ($000) $11,665 Shares 12,334 Est. Cost $333.74 Unrealized +190.8%
ABBV ABBVIE INC SR NT 0.9%
Value ($000) $11,545 Shares 55,104 Est. Cost $58.33 Unrealized +224.7%
HD HOME DEPOT INC 0.8%
Value ($000) $10,672 Shares 29,120 Est. Cost $163.02 Unrealized +133.5%
VWO VANGUARD EMERGING MARKETS STOCK 0.8%
Value ($000) $10,405 Shares 229,902 Est. Cost $38.29 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.8%
Value ($000) $10,149 Shares 124,175 Est. Cost $62.36 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 0.8%
Value ($000) $10,148 Shares 18,060 Est. Cost $294.93 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $10,064 Shares 18,422 Est. Cost $226.77 Unrealized +160.5%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $9,893 Shares 237,060 Est. Cost $26.30 Unrealized +65.9%
DE DEERE & CO 0.7%
Value ($000) $9,881 Shares 21,053 Est. Cost $182.41 Unrealized +153.0%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $9,770 Shares 57,331 Est. Cost $78.07 Unrealized +110.0%
PEP PEPSICO INC 0.7%
Value ($000) $9,737 Shares 64,936 Est. Cost $103.79 Unrealized +38.2%
CAT CATERPILLAR INC 0.7%
Value ($000) $9,373 Shares 28,420 Est. Cost $152.93 Unrealized +130.1%
CRM SALESFORCE 0.7%
Value ($000) $9,300 Shares 34,656 Est. Cost $196.11 Unrealized +57.6%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $9,220 Shares 149,409 Est. Cost $35.12 Unrealized +71.1%
PSX PHILLIPS 66 0.7%
Value ($000) $9,177 Shares 74,319 Est. Cost $76.44 Unrealized +56.0%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.6%
Value ($000) $8,527 Shares 62,850 Est. Cost $83.94 Unrealized
GSBC GREAT SOUTHN BANCORP INC 0.6%
Value ($000) $8,320 Shares 150,266 Est. Cost $52.50 Unrealized +11.4%
ORCL ORACLE CORP 0.6%
Value ($000) $8,167 Shares 58,417 Est. Cost $63.65 Unrealized +153.8%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $8,036 Shares 113,352 Est. Cost $60.58 Unrealized +13.3%
KO COCA COLA CO 0.6%
Value ($000) $7,985 Shares 111,494 Est. Cost $34.32 Unrealized +89.3%
VV VANGUARD LARGE CAP ETF (MKT) 0.6%
Value ($000) $7,604 Shares 29,586 Est. Cost $129.64 Unrealized
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $7,583 Shares 15,310 Est. Cost $276.83 Unrealized +99.8%
AMGN AMGEN INC 0.5%
Value ($000) $7,023 Shares 22,543 Est. Cost $177.39 Unrealized +61.9%
CHKP CHECK POINT SOFTWARE 0.5%
Value ($000) $6,982 Shares 30,632 Est. Cost $138.83 Unrealized +52.6%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $6,771 Shares 149,272 Est. Cost $30.84 Unrealized +28.4%
VUG VANGUARD GROWTH ETF (MKT) 0.5%
Value ($000) $6,691 Shares 18,046 Est. Cost $144.99 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $6,679 Shares 74,405 Est. Cost $44.67 Unrealized +101.7%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $6,654 Shares 17,349 Est. Cost $242.64 Unrealized +76.7%
LLY ELI LILLY & CO 0.5%
Value ($000) $6,636 Shares 8,035 Est. Cost $228.29 Unrealized +262.1%
SO SOUTHERN CO 0.5%
Value ($000) $6,355 Shares 69,116 Est. Cost $50.70 Unrealized +65.9%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $6,333 Shares 14,178 Est. Cost $315.60 Unrealized +42.0%
VTV VANGUARD VALUE INDEX FUND ETF 0.5%
Value ($000) $6,236 Shares 36,100 Est. Cost $88.29 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDRR 0.5%
Value ($000) $5,976 Shares 40,926 Est. Cost $99.00 Unrealized
IYW ISHARES US TECHNOLOGY (MKT) 0.4%
Value ($000) $5,719 Shares 40,723 Est. Cost $99.75 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.4%
Value ($000) $5,446 Shares 31,568 Est. Cost $89.68 Unrealized +80.7%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $5,415 Shares 41,310 Est. Cost $78.31 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $5,408 Shares 18,337 Est. Cost $184.33 Unrealized +63.0%
XLF FINANCIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $5,373 Shares 107,873 Est. Cost $27.66 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5,356 Shares 32,299 Est. Cost $104.72 Unrealized +45.6%
RSP INVESCO EXCHANGE TRADED FD TR 0.4%
Value ($000) $5,286 Shares 30,513 Est. Cost $167.21 Unrealized
DHR DANAHER CORP 0.4%
Value ($000) $5,276 Shares 25,736 Est. Cost $119.86 Unrealized +81.0%
LOW LOWES COMPANIES INC 0.4%
Value ($000) $5,049 Shares 21,649 Est. Cost $72.86 Unrealized +232.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $5,026 Shares 9,595 Est. Cost $393.36 Unrealized +27.0%
XLY CONSUMER DISCRET SELECT SECTOR 0.4%
Value ($000) $4,910 Shares 24,867 Est. Cost $118.19 Unrealized
ACN ACCENTURE PLC 0.4%
Value ($000) $4,730 Shares 15,160 Est. Cost $268.16 Unrealized +30.3%
KLAC KLA-TENCOR CORP 0.4%
Value ($000) $4,705 Shares 6,921 Est. Cost $299.99 Unrealized +138.3%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $4,658 Shares 35,112 Est. Cost $57.44 Unrealized +118.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $4,313 Shares 38,495 Est. Cost $57.17 Unrealized +75.8%
LIN LINDE PLC 0.3%
Value ($000) $4,306 Shares 9,248 Est. Cost $336.74 Unrealized +32.0%
CME CME GROUP INC 0.3%
Value ($000) $4,285 Shares 16,152 Est. Cost $148.15 Unrealized +63.6%
V VISA INC COM CL A 0.3%
Value ($000) $4,250 Shares 12,126 Est. Cost $125.31 Unrealized +168.4%
IWV ISHARES RUSSELL 3000 (MKT) 0.3%
Value ($000) $4,218 Shares 13,280 Est. Cost $171.91 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.3%
Value ($000) $4,214 Shares 42,605 Est. Cost $104.19 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.3%
Value ($000) $4,194 Shares 46,007 Est. Cost $114.06 Unrealized -8.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $4,174 Shares 8,389 Est. Cost $407.18 Unrealized +32.6%
DIS DISNEY WALT CO 0.3%
Value ($000) $4,125 Shares 41,794 Est. Cost $108.51 Unrealized -2.0%
UNP UNION PAC CORP 0.3%
Value ($000) $4,099 Shares 17,350 Est. Cost $112.38 Unrealized +109.6%
XLC COMMUNICATION SERVICES SELECT 0.3%
Value ($000) $4,084 Shares 42,348 Est. Cost $54.74 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $4,047 Shares 25,906 Est. Cost $108.08 Unrealized +68.8%
XLP CONSUMER STAPLES SELECT SECTOR 0.3%
Value ($000) $4,013 Shares 49,140 Est. Cost $61.96 Unrealized
FTNT FORTINET INC 0.3%
Value ($000) $4,007 Shares 41,624 Est. Cost $64.67 Unrealized +56.8%
PFE PFIZER INC 0.3%
Value ($000) $3,969 Shares 156,627 Est. Cost $23.37 Unrealized +5.7%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,959 Shares 27,839 Est. Cost $98.99 Unrealized +31.1%
RTX RTX CORPORATION 0.3%
Value ($000) $3,876 Shares 29,265 Est. Cost $58.24 Unrealized +114.2%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $3,868 Shares 31,713 Est. Cost $69.91 Unrealized +58.1%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $3,759 Shares 86,014 Est. Cost $38.24 Unrealized
ETR ENTERGY CORP NEW 0.3%
Value ($000) $3,642 Shares 42,602 Est. Cost $48.24 Unrealized +66.8%
AVGO BROADCOM INC 0.3%
Value ($000) $3,642 Shares 21,752 Est. Cost $160.86 Unrealized +30.4%
MA MASTERCARD INC 0.3%
Value ($000) $3,613 Shares 6,591 Est. Cost $283.95 Unrealized +90.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,549 Shares 23,101 Est. Cost $46.63 Unrealized +242.5%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $3,520 Shares 19,589 Est. Cost $136.18 Unrealized +33.8%
TSLA TESLA INC 0.3%
Value ($000) $3,509 Shares 13,538 Est. Cost $203.22 Unrealized +64.0%
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $3,423 Shares 743 Est. Cost $2296.81 Unrealized +106.8%
CBRE CBRE GROUP INC 0.2%
Value ($000) $3,294 Shares 25,190 Est. Cost $81.56 Unrealized +66.6%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $3,290 Shares 13,232 Est. Cost $106.22 Unrealized +125.4%
VGT VANGUARD INFORMATION TECHNOLOGY 0.2%
Value ($000) $3,232 Shares 5,958 Est. Cost $211.67 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,218 Shares 34,431 Est. Cost $59.91 Unrealized
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $3,204 Shares 5,271 Est. Cost $388.45 Unrealized +67.0%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $3,199 Shares 14,700 Est. Cost $190.13 Unrealized -0.3%
TSN TYSON FOODS INC 0.2%
Value ($000) $3,116 Shares 48,838 Est. Cost $52.24 Unrealized +8.9%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value ($000) $3,063 Shares 28,036 Est. Cost $64.01 Unrealized +53.8%
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $3,010 Shares 35,012 Est. Cost $64.86 Unrealized
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $2,883 Shares 99,767 Est. Cost $18.66 Unrealized +44.6%
XYL XYLEM INC 0.2%
Value ($000) $2,879 Shares 24,098 Est. Cost $96.61 Unrealized +27.0%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $2,806 Shares 38,517 Est. Cost $72.04 Unrealized 0.0%
ADSK AUTODESK INC 0.2%
Value ($000) $2,780 Shares 10,620 Est. Cost $211.10 Unrealized +34.7%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $2,769 Shares 57,206 Est. Cost $52.27 Unrealized +3.7%
SUSA ISHARES MSCI USA ESG SELECT 0.2%
Value ($000) $2,766 Shares 24,081 Est. Cost $95.55 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2,677 Shares 8,570 Est. Cost $134.14 Unrealized +118.3%
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value ($000) $2,655 Shares 33,669 Est. Cost $59.44 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $2,622 Shares 42,992 Est. Cost $42.24 Unrealized +31.3%
VEEV VEEVA SYS INC 0.2%
Value ($000) $2,560 Shares 11,052 Est. Cost $215.33 Unrealized +6.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2,541 Shares 42,335 Est. Cost $33.34 Unrealized +53.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $2,436 Shares 13,076 Est. Cost $116.98 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $2,393 Shares 58,152 Est. Cost $39.97 Unrealized +6.8%
VB VANGUARD SMALL CAP ETF (MKT) 0.2%
Value ($000) $2,350 Shares 10,596 Est. Cost $183.77 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,320 Shares 22,087 Est. Cost $39.64 Unrealized +144.2%
CTVA CORTEVA INC 0.2%
Value ($000) $2,314 Shares 36,771 Est. Cost $53.30 Unrealized +14.9%
TJX TJX COS INC NEW 0.2%
Value ($000) $2,304 Shares 18,917 Est. Cost $56.55 Unrealized +112.4%
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $2,285 Shares 31,186 Est. Cost $52.29 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $2,244 Shares 8,164 Est. Cost $155.93 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $2,219 Shares 9,072 Est. Cost $144.51 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.2%
Value ($000) $2,173 Shares 13,538 Est. Cost $88.03 Unrealized
GSK GSK PLC 0.2%
Value ($000) $2,161 Shares 55,770 Est. Cost $35.81 Unrealized
ULTA ULTA SALON COSMETICS & FRAG INC 0.2%
Value ($000) $2,038 Shares 5,559 Est. Cost $376.95 Unrealized +1.1%
SLV ISHARES SILVER TRUST (MKT) 0.2%
Value ($000) $2,005 Shares 64,704 Est. Cost $27.14 Unrealized
ASML ASML HOLDING NV 0.1%
Value ($000) $1,981 Shares 2,990 Est. Cost $662.64 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1,969 Shares 7,243 Est. Cost $70.43 Unrealized +338.1%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $1,960 Shares 7,785 Est. Cost $133.42 Unrealized
BHP BHP GROUP LIMITED 0.1%
Value ($000) $1,916 Shares 39,480 Est. Cost $54.60 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,874 Shares 17,089 Est. Cost $46.08 Unrealized +157.8%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.1%
Value ($000) $1,872 Shares 17,655 Est. Cost $113.08 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,822 Shares 5,814 Est. Cost $118.73 Unrealized +191.5%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,811 Shares 8,553 Est. Cost $148.85 Unrealized +33.3%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $1,801 Shares 11,347 Est. Cost $59.98 Unrealized +128.4%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $1,798 Shares 46,439 Est. Cost $30.85 Unrealized +21.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,797 Shares 27,533 Est. Cost $81.73 Unrealized -4.9%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,779 Shares 19,649 Est. Cost $84.01 Unrealized
MUR MURPHY OIL CORP 0.1%
Value ($000) $1,722 Shares 60,643 Est. Cost $32.04 Unrealized -16.7%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,688 Shares 18,018 Est. Cost $64.83 Unrealized +35.5%
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value ($000) $1,665 Shares 12,395 Est. Cost $88.07 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,660 Shares 6,091 Est. Cost $166.16 Unrealized +54.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,635 Shares 7,871 Est. Cost $57.66 Unrealized +227.2%
IWB ISHARES RUSSELL 1000 (MKT) 0.1%
Value ($000) $1,632 Shares 5,321 Est. Cost $132.80 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,620 Shares 7,825 Est. Cost $77.34 Unrealized +147.3%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $1,601 Shares 39,357 Est. Cost $63.94 Unrealized -21.3%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value ($000) $1,593 Shares 18,723 Est. Cost $70.81 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,573 Shares 18,976 Est. Cost $81.85 Unrealized -1.5%
FLEX FLEX LTD 0.1%
Value ($000) $1,567 Shares 47,364 Est. Cost $39.18 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,565 Shares 5,122 Est. Cost $131.54 Unrealized +124.6%
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.1%
Value ($000) $1,521 Shares 33,025 Est. Cost $48.22 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $1,509 Shares 12,663 Est. Cost $102.65 Unrealized +13.8%
USB US BANCORP DEL 0.1%
Value ($000) $1,498 Shares 35,473 Est. Cost $32.73 Unrealized +35.0%
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value ($000) $1,386 Shares 22,761 Est. Cost $82.56 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value ($000) $1,330 Shares 6,855 Est. Cost $101.57 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $1,329 Shares 13,211 Est. Cost $100.29 Unrealized
T AT&T INC 0.1%
Value ($000) $1,328 Shares 46,973 Est. Cost $15.11 Unrealized +61.2%
EOG EOG RESOURCES INC 0.1%
Value ($000) $1,328 Shares 10,355 Est. Cost $100.33 Unrealized +24.7%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,320 Shares 22,380 Est. Cost $33.71 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,319 Shares 8,249 Est. Cost $134.59 Unrealized +16.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,303 Shares 4,843 Est. Cost $64.12 Unrealized +356.1%
ZTS ZOETIS INC 0.1%
Value ($000) $1,299 Shares 7,887 Est. Cost $87.62 Unrealized +87.8%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,281 Shares 2,679 Est. Cost $256.11 Unrealized +97.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,273 Shares 22,696 Est. Cost $52.37 Unrealized +0.7%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,250 Shares 29,911 Est. Cost $37.15 Unrealized +7.4%
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value ($000) $1,229 Shares 29,366 Est. Cost $39.76 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,213 Shares 10,080 Est. Cost $44.05 Unrealized +187.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $1,130 Shares 14,769 Est. Cost $52.03 Unrealized +54.3%
BA BOEING CO 0.1%
Value ($000) $1,114 Shares 6,533 Est. Cost $145.97 Unrealized +18.6%
IYC ISHARES US CONSUMER SERVICES 0.1%
Value ($000) $1,086 Shares 12,290 Est. Cost $94.10 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $1,080 Shares 3,577 Est. Cost $115.80 Unrealized +138.6%
DON WISDOMTREE US MIDCAP DIVIDEND 0.1%
Value ($000) $1,061 Shares 21,429 Est. Cost $51.70 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $1,050 Shares 15,989 Est. Cost $44.10 Unrealized +63.0%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $1,032 Shares 11,113 Est. Cost $76.51 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $1,023 Shares 9,174 Est. Cost $76.78 Unrealized
ITT ITT INC 0.1%
Value ($000) $1,014 Shares 7,849 Est. Cost $62.03 Unrealized +129.6%
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value ($000) $978 Shares 7,543 Est. Cost $52.07 Unrealized
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value ($000) $947 Shares 7,276 Est. Cost $112.61 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $942 Shares 15,131 Est. Cost $44.07 Unrealized +35.9%
ENB ENBRIDGE INC 0.1%
Value ($000) $942 Shares 21,248 Est. Cost $24.04 Unrealized +72.1%
OZK BANK OZK 0.1%
Value ($000) $937 Shares 21,574 Est. Cost $34.57 Unrealized +31.5%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $932 Shares 6,423 Est. Cost $37.10 Unrealized +349.2%
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $930 Shares 7,805 Est. Cost $153.58 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $922 Shares 2,477 Est. Cost $361.13 Unrealized +4.4%
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value ($000) $908 Shares 12,690 Est. Cost $85.08 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $896 Shares 8,198 Est. Cost $96.83 Unrealized +16.3%
GIS GENERAL MILLS INC 0.1%
Value ($000) $868 Shares 14,519 Est. Cost $43.39 Unrealized +33.6%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $857 Shares 9,328 Est. Cost $97.29 Unrealized +3.4%
ALC ALCON INC 0.1%
Value ($000) $834 Shares 8,783 Est. Cost $68.59 Unrealized +30.3%
BF/B BROWN-FORMAN CORP 0.1%
Value ($000) $831 Shares 24,494 Est. Cost $61.10 Unrealized -46.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $827 Shares 4,102 Est. Cost $47.37 Unrealized +349.5%
EXC EXELON CORP 0.1%
Value ($000) $806 Shares 17,497 Est. Cost $23.55 Unrealized +72.0%
IDU ISHARES US UTILITIES (MKT) 0.1%
Value ($000) $802 Shares 7,903 Est. Cost $103.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $798 Shares 1 Est. Cost $394223.03 Unrealized +85.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $789 Shares 1,339 Est. Cost $414.76 Unrealized +34.4%
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value ($000) $776 Shares 3,134 Est. Cost $123.72 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $744 Shares 20,174 Est. Cost $39.45 Unrealized -11.2%
MPC MARATHON PETE CORP 0.1%
Value ($000) $734 Shares 5,040 Est. Cost $67.28 Unrealized +115.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $732 Shares 8,142 Est. Cost $77.09 Unrealized +13.4%
FISV FISERV INC 0.1%
Value ($000) $687 Shares 3,111 Est. Cost $183.79 Unrealized +19.1%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $670 Shares 10,572 Est. Cost $17.13 Unrealized +283.9%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $668 Shares 2,522 Est. Cost $135.18 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $657 Shares 8,932 Est. Cost $68.13 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $631 Shares 1,828 Est. Cost $159.65 Unrealized +96.3%
MCK MCKESSON CORP 0.0%
Value ($000) $630 Shares 936 Est. Cost $261.12 Unrealized +135.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $625 Shares 7,981 Est. Cost $81.23 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $621 Shares 4,699 Est. Cost $91.34 Unrealized +41.6%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $614 Shares 8,119 Est. Cost $65.27 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $614 Shares 2,531 Est. Cost $124.82 Unrealized +85.8%
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value ($000) $608 Shares 5,391 Est. Cost $88.36 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $596 Shares 2,575 Est. Cost $99.79 Unrealized +118.8%
VOX VANGUARD COMMUNICATION SRVCS 0.0%
Value ($000) $593 Shares 3,998 Est. Cost $94.41 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $588 Shares 5,698 Est. Cost $47.48 Unrealized +102.6%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $569 Shares 4,223 Est. Cost $93.27 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $564 Shares 1,102 Est. Cost $315.62 Unrealized +48.9%
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value ($000) $564 Shares 1,733 Est. Cost $138.56 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 0.0%
Value ($000) $561 Shares 10,686 Est. Cost $60.86 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $556 Shares 11,396 Est. Cost $56.22 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $553 Shares 3,515 Est. Cost $64.20 Unrealized +120.6%
C CITIGROUP INC 0.0%
Value ($000) $543 Shares 7,646 Est. Cost $41.86 Unrealized +78.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $542 Shares 4,354 Est. Cost $151.93 Unrealized
BP BP PLC 0.0%
Value ($000) $531 Shares 15,720 Est. Cost $36.26 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $529 Shares 2,267 Est. Cost $113.46 Unrealized +122.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $520 Shares 376 Est. Cost $1231.16 Unrealized +1.3%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $518 Shares 2,188 Est. Cost $108.77 Unrealized +120.0%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $516 Shares 4,317 Est. Cost $62.84 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $514 Shares 37,100 Est. Cost $10.31 Unrealized +38.8%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $508 Shares 2,303 Est. Cost $122.97 Unrealized +99.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $505 Shares 2,310 Est. Cost $141.07 Unrealized
EAT BRINKER INTERNATIONAL INC 0.0%
Value ($000) $503 Shares 3,375 Est. Cost $59.58 Unrealized +158.1%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $502 Shares 16,376 Est. Cost $21.19 Unrealized +57.4%
NTNX NUTANIX INC 0.0%
Value ($000) $499 Shares 7,145 Est. Cost $62.95 Unrealized +9.9%
KBE SPDR S&P BANK ETF (MKT) 0.0%
Value ($000) $485 Shares 9,165 Est. Cost $42.69 Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $481 Shares 8,970 Est. Cost $41.03 Unrealized +60.2%
WFC WELLS FARGO & CO 0.0%
Value ($000) $474 Shares 6,601 Est. Cost $30.59 Unrealized +140.9%
IEX IDEX CORP 0.0%
Value ($000) $474 Shares 2,617 Est. Cost $188.29 Unrealized +4.4%
AOS SMITH A O CORP 0.0%
Value ($000) $471 Shares 7,200 Est. Cost $39.58 Unrealized +67.9%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $456 Shares 20,963 Est. Cost $11.65 Unrealized +92.3%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $450 Shares 3,573 Est. Cost $110.05 Unrealized
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $450 Shares 9,122 Est. Cost $35.18 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $447 Shares 1,765 Est. Cost $164.23 Unrealized +52.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $441 Shares 12,900 Est. Cost $28.46 Unrealized +10.7%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $439 Shares 14,500 Est. Cost $25.85 Unrealized -0.1%
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value ($000) $432 Shares 1,400 Est. Cost $83.45 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $430 Shares 1,776 Est. Cost $106.24 Unrealized +108.9%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $430 Shares 2,131 Est. Cost $104.32 Unrealized +109.1%
KMI KINDER MORGAN INC 0.0%
Value ($000) $427 Shares 14,972 Est. Cost $15.13 Unrealized +76.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $399 Shares 1,907 Est. Cost $180.61 Unrealized +14.0%
CSX CSX CORP 0.0%
Value ($000) $395 Shares 13,416 Est. Cost $26.45 Unrealized +18.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $393 Shares 12,708 Est. Cost $30.86 Unrealized -6.8%
BALL BALL CORP 0.0%
Value ($000) $390 Shares 7,484 Est. Cost $36.35 Unrealized +42.4%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value ($000) $388 Shares 8,510 Est. Cost $39.46 Unrealized +28.8%
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value ($000) $388 Shares 11,331 Est. Cost $35.41 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $387 Shares 3,000 Est. Cost $81.00 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $385 Shares 1,455 Est. Cost $182.77 Unrealized +34.3%
FDX FEDEX CORP 0.0%
Value ($000) $381 Shares 1,562 Est. Cost $172.12 Unrealized +47.3%
INTC INTEL CORP 0.0%
Value ($000) $375 Shares 16,533 Est. Cost $29.97 Unrealized -27.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $375 Shares 5,807 Est. Cost $92.74 Unrealized -20.9%
INTU INTUIT 0.0%
Value ($000) $373 Shares 608 Est. Cost $462.54 Unrealized +29.2%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $372 Shares 1,877 Est. Cost $111.34 Unrealized +87.2%
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value ($000) $366 Shares 8,528 Est. Cost $53.74 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $365 Shares 1,435 Est. Cost $291.94 Unrealized -4.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $357 Shares 703 Est. Cost $346.04 Unrealized +46.7%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value ($000) $355 Shares 2,080 Est. Cost $114.46 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $355 Shares 1,432 Est. Cost $146.13 Unrealized +71.5%
NFLX NETFLIX INC 0.0%
Value ($000) $353 Shares 379 Est. Cost $45.22 Unrealized +110.3%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $351 Shares 3,194 Est. Cost $77.56 Unrealized +45.2%
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $349 Shares 2,901 Est. Cost $42.48 Unrealized +167.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $349 Shares 4,747 Est. Cost $73.29 Unrealized
GLW CORNING INC 0.0%
Value ($000) $343 Shares 7,500 Est. Cost $20.39 Unrealized +138.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $342 Shares 2,675 Est. Cost $161.33 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $321 Shares 4,729 Est. Cost $48.45 Unrealized +23.3%
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $317 Shares 3,878 Est. Cost $78.73 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $316 Shares 1,848 Est. Cost $132.48 Unrealized +20.2%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $314 Shares 630 Est. Cost $418.20 Unrealized +18.3%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $312 Shares 4,606 Est. Cost $66.79 Unrealized -13.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $307 Shares 3,810 Est. Cost $80.91 Unrealized +10.9%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $304 Shares 2,730 Est. Cost $101.00 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVER 0.0%
Value ($000) $300 Shares 10,575 Est. Cost $28.41 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $294 Shares 1,355 Est. Cost $116.53 Unrealized +82.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $290 Shares 5,104 Est. Cost $46.03 Unrealized
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $288 Shares 5,540 Est. Cost $32.74 Unrealized +69.2%
MMM 3M CO 0.0%
Value ($000) $286 Shares 1,945 Est. Cost $119.40 Unrealized +21.1%
KEX KIRBY CORP 0.0%
Value ($000) $284 Shares 2,810 Est. Cost $55.05 Unrealized +89.6%
MCO MOODYS CORP 0.0%
Value ($000) $284 Shares 609 Est. Cost $333.69 Unrealized +43.4%
GLD SPDR GOLD SHARES (MKT) 0.0%
Value ($000) $279 Shares 967 Est. Cost $242.13 Unrealized
SRE SEMPRA FXD 0.0%
Value ($000) $277 Shares 3,880 Est. Cost $66.85 Unrealized +13.0%
HESS CORP 0.0%
Value ($000) $273 Shares 1,709 Est. Cost $147.52 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $273 Shares 10,000 Est. Cost $20.17 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $272 Shares 3,740 Est. Cost $74.98 Unrealized +4.2%
CPRT COPART INC 0.0%
Value ($000) $268 Shares 4,728 Est. Cost $47.65 Unrealized +18.1%
DOW DOW INC COM 0.0%
Value ($000) $266 Shares 7,626 Est. Cost $46.58 Unrealized -22.8%
LYV LIVE NATION INC 0.0%
Value ($000) $265 Shares 2,033 Est. Cost $94.54 Unrealized +44.4%
BLK BLACKROCK INC 0.0%
Value ($000) $263 Shares 278 Est. Cost $991.05 Unrealized -2.9%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE 0.0%
Value ($000) $262 Shares 11,076 Est. Cost $39.71 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $256 Shares 1,543 Est. Cost $140.88 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL 0.0%
Value ($000) $254 Shares 10,362 Est. Cost $26.97 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $253 Shares 2,517 Est. Cost $37.79 Unrealized +148.0%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $252 Shares 6,750 Est. Cost $32.20 Unrealized +7.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $252 Shares 1,742 Est. Cost $128.10 Unrealized +5.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $249 Shares 2,605 Est. Cost $97.26 Unrealized +12.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $241 Shares 714 Est. Cost $283.56 Unrealized +26.6%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $240 Shares 2,995 Est. Cost $70.05 Unrealized +16.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $233 Shares 2,747 Est. Cost $66.62 Unrealized +39.3%
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $233 Shares 1,223 Est. Cost $190.88 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $232 Shares 665 Est. Cost $267.76 Unrealized +30.0%
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value ($000) $232 Shares 1,228 Est. Cost $121.00 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $229 Shares 4,212 Est. Cost $59.84 Unrealized +24.7%
KELLANOVA 0.0%
Value ($000) $224 Shares 2,710 Est. Cost $68.41 Unrealized +17.0%
GWW GRAINGER WW INC 0.0%
Value ($000) $223 Shares 226 Est. Cost $756.34 Unrealized +35.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $222 Shares 2,560 Est. Cost $125.19 Unrealized -23.5%
DXCM DEXCOM INC 0.0%
Value ($000) $220 Shares 3,220 Est. Cost $112.69 Unrealized -27.6%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $219 Shares 1,199 Est. Cost $158.83 Unrealized +8.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $214 Shares 2,083 Est. Cost $106.72 Unrealized +4.2%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $214 Shares 3,683 Est. Cost $42.53 Unrealized
KR KROGER CO 0.0%
Value ($000) $214 Shares 3,156 Est. Cost $57.34 Unrealized +8.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $213 Shares 5,882 Est. Cost $32.83 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $211 Shares 5,221 Est. Cost $33.15 Unrealized +16.0%
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $201 Shares 3,430 Est. Cost $58.69 Unrealized
VUZI VUZIX CORP COM 0.0%
Value ($000) $120 Shares 58,800 Est. Cost $3.92 Unrealized -16.5%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $89 Shares 28,000 Est. Cost $5.46 Unrealized -35.7%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $84 Shares 66,476 Est. Cost $4.76 Unrealized -69.5%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $81 Shares 10,000 Est. Cost $12.46 Unrealized 0.0%