BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $3,878,297 (100.0% shares, 0.0% debt)

Holdings (434)

MSFT Microsoft 5.1%
Value ($000) $196,367 Shares 764,583 Est. Cost $42.20 Unrealized +524.3%
AAPL Apple Inc 4.5%
Value ($000) $173,622 Shares 1,269,910 Est. Cost $86.22 Unrealized +72.4%
DHR Danaher 3.2%
Value ($000) $124,248 Shares 490,090 Est. Cost $50.94 Unrealized +344.1%
GOOGL Alphabet Inc. Class A 3.0%
Value ($000) $116,433 Shares 53,428 Est. Cost $39.36 Unrealized +196.9%
JPM J P Morgan Chase 2.8%
Value ($000) $107,641 Shares 955,876 Est. Cost $51.08 Unrealized +121.2%
TMO Thermo Fisher Scientific 2.5%
Value ($000) $97,917 Shares 180,233 Est. Cost $131.41 Unrealized +314.5%
PEP Pepsico 2.3%
Value ($000) $90,007 Shares 540,066 Est. Cost $71.73 Unrealized +108.9%
Costco 2.0%
Value ($000) $79,114 Shares 165,069 Est. Cost $146.33 Unrealized
ADBE Adobe Inc 1.9%
Value ($000) $75,437 Shares 206,079 Est. Cost $211.76 Unrealized +92.2%
MRSH Marsh & McLennan 1.9%
Value ($000) $73,543 Shares 473,710 Est. Cost $33.90 Unrealized +347.5%
BRK/B Berkshire Hathaway Cl B 1.8%
Value ($000) $68,308 Shares 250,195 Est. Cost $156.92 Unrealized +99.9%
JNJ Johnson & Johnson 1.8%
Value ($000) $68,183 Shares 384,111 Est. Cost $75.72 Unrealized +111.2%
UNH United Health Group 1.7%
Value ($000) $65,911 Shares 128,324 Est. Cost $253.07 Unrealized +86.1%
RTX Raytheon Technologies 1.7%
Value ($000) $65,718 Shares 683,775 Est. Cost $69.11 Unrealized +28.1%
AMZN Amazon.com 1.7%
Value ($000) $65,132 Shares 613,240 Est. Cost $121.61 Unrealized +2.9%
HD Home Depot 1.5%
Value ($000) $59,896 Shares 218,382 Est. Cost $110.00 Unrealized +144.6%
COP Conoco Phillips 1.5%
Value ($000) $57,961 Shares 645,368 Est. Cost $38.19 Unrealized +135.5%
DE Deere 1.4%
Value ($000) $56,083 Shares 187,275 Est. Cost $140.83 Unrealized +148.3%
SPY SPDR S&P 500 ETF Index 1.4%
Value ($000) $55,752 Shares 147,786 Est. Cost $397.15 Unrealized
GLD SPDR Gold Shares 1.4%
Value ($000) $53,878 Shares 319,824 Est. Cost $142.81 Unrealized
MRK Merck 1.3%
Value ($000) $51,235 Shares 561,971 Est. Cost $36.40 Unrealized +117.6%
NOC Northrop Grumman 1.3%
Value ($000) $48,820 Shares 102,011 Est. Cost $309.67 Unrealized +39.8%
AEM Agnico Eagle Mines Limited 1.3%
Value ($000) $48,507 Shares 1,060,031 Est. Cost $46.82 Unrealized +8.4%
IQV IQVIA Holdings 1.2%
Value ($000) $48,189 Shares 222,081 Est. Cost $156.20 Unrealized +39.0%
PG Procter & Gamble 1.2%
Value ($000) $46,713 Shares 324,872 Est. Cost $82.63 Unrealized +66.2%
CNI Canadian National Railway 1.2%
Value ($000) $45,840 Shares 407,575 Est. Cost $82.42 Unrealized +31.8%
MA Mastercard Inc Cl A 1.1%
Value ($000) $43,456 Shares 137,745 Est. Cost $108.01 Unrealized +212.3%
SYY Sysco 1.1%
Value ($000) $42,856 Shares 505,910 Est. Cost $62.79 Unrealized +20.6%
MCD McDonalds 1.1%
Value ($000) $41,052 Shares 166,285 Est. Cost $82.97 Unrealized +172.8%
UNP Union Pacific 1.0%
Value ($000) $40,604 Shares 190,377 Est. Cost $78.89 Unrealized +164.7%
ABBV Abbvie Inc 1.0%
Value ($000) $39,357 Shares 256,965 Est. Cost $57.20 Unrealized +134.5%
ZTS Zoetis Inc 1.0%
Value ($000) $37,775 Shares 219,763 Est. Cost $37.60 Unrealized +343.5%
ABT Abbott Labs 1.0%
Value ($000) $37,685 Shares 346,849 Est. Cost $34.71 Unrealized +205.6%
DIS Walt Disney 1.0%
Value ($000) $37,267 Shares 394,773 Est. Cost $101.06 Unrealized +7.3%
CVX Chevron Corp 0.9%
Value ($000) $35,707 Shares 246,628 Est. Cost $82.55 Unrealized +72.9%
MDLZ Mondelez International 0.9%
Value ($000) $35,656 Shares 574,261 Est. Cost $30.83 Unrealized +85.7%
SYK Stryker 0.8%
Value ($000) $32,279 Shares 162,262 Est. Cost $158.94 Unrealized +42.1%
NKE Nike Inc Class B 0.8%
Value ($000) $32,246 Shares 315,515 Est. Cost $49.88 Unrealized +123.1%
CSCO Cisco Systems 0.8%
Value ($000) $31,985 Shares 750,108 Est. Cost $24.95 Unrealized +71.6%
SHW Sherwin-Williams 0.8%
Value ($000) $31,799 Shares 142,016 Est. Cost $237.07 Unrealized +4.7%
ENB Enbridge Inc 0.8%
Value ($000) $31,531 Shares 746,135 Est. Cost $24.30 Unrealized +45.0%
BSX Boston Scientific 0.8%
Value ($000) $30,960 Shares 830,695 Est. Cost $43.34 Unrealized -6.1%
CCI Crown Castle International Cor 0.8%
Value ($000) $30,257 Shares 179,694 Est. Cost $73.99 Unrealized +103.0%
APH Amphenol 0.7%
Value ($000) $27,842 Shares 432,469 Est. Cost $20.95 Unrealized +60.3%
MKC McCormick 0.7%
Value ($000) $27,517 Shares 330,539 Est. Cost $58.53 Unrealized +48.8%
ADP Automatic Data Processing 0.7%
Value ($000) $27,399 Shares 130,445 Est. Cost $55.85 Unrealized +262.6%
LOW Lowes 0.6%
Value ($000) $23,404 Shares 133,992 Est. Cost $51.15 Unrealized +251.0%
KO Coca Cola 0.6%
Value ($000) $22,909 Shares 364,147 Est. Cost $29.11 Unrealized +95.0%
CMCSA Comcast Cl A 0.6%
Value ($000) $22,398 Shares 570,808 Est. Cost $30.66 Unrealized +25.1%
NEE NextEra Energy 0.6%
Value ($000) $22,293 Shares 287,795 Est. Cost $61.60 Unrealized +11.7%
SSNC SS & C Technologies 0.6%
Value ($000) $22,071 Shares 380,072 Est. Cost $47.10 Unrealized +36.5%
RBC Bearings Inc 0.6%
Value ($000) $21,836 Shares 118,066 Est. Cost $107.45 Unrealized
WY Weyerhaeuser 0.6%
Value ($000) $21,526 Shares 649,946 Est. Cost $20.53 Unrealized +63.5%
STZ Constellation Brands Inc Cl A 0.6%
Value ($000) $21,356 Shares 91,631 Est. Cost $163.05 Unrealized +40.1%
CAT Caterpillar 0.5%
Value ($000) $19,406 Shares 108,558 Est. Cost $79.69 Unrealized +147.6%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $19,274 Shares 8,811 Est. Cost $43.01 Unrealized +172.7%
SBUX Starbucks 0.5%
Value ($000) $18,384 Shares 240,654 Est. Cost $46.74 Unrealized +50.6%
PFE Pfizer 0.5%
Value ($000) $18,118 Shares 345,561 Est. Cost $20.13 Unrealized +108.6%
AXP American Express 0.5%
Value ($000) $17,797 Shares 128,390 Est. Cost $64.23 Unrealized +145.3%
HON Honeywell International 0.4%
Value ($000) $17,212 Shares 99,028 Est. Cost $104.79 Unrealized +58.7%
ORCL Oracle 0.4%
Value ($000) $15,190 Shares 217,398 Est. Cost $65.54 Unrealized +6.6%
Barrick Gold Corp 0.4%
Value ($000) $14,199 Shares 802,682 Est. Cost $21.08 Unrealized
HWM Howmet Aerospace 0.3%
Value ($000) $13,331 Shares 423,870 Est. Cost $33.49 Unrealized +1.1%
XOM Exxon Mobil 0.3%
Value ($000) $13,102 Shares 152,987 Est. Cost $55.94 Unrealized +42.3%
Altair Engineering 0.3%
Value ($000) $12,098 Shares 230,439 Est. Cost $45.15 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value ($000) $11,978 Shares 49,809 Est. Cost $130.28 Unrealized +69.5%
CB Chubb Ltd 0.3%
Value ($000) $11,889 Shares 60,480 Est. Cost $103.23 Unrealized +90.1%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $11,799 Shares 289,193 Est. Cost $42.08 Unrealized
V Visa Incorporated 0.3%
Value ($000) $11,374 Shares 57,770 Est. Cost $140.29 Unrealized +43.3%
IWR iShares Russell Midcap ETF 0.3%
Value ($000) $10,928 Shares 169,008 Est. Cost $80.21 Unrealized
TJX TJX Corp 0.3%
Value ($000) $10,910 Shares 195,344 Est. Cost $36.02 Unrealized +59.4%
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $10,696 Shares 48,907 Est. Cost $276.19 Unrealized
LMT Lockheed Martin 0.3%
Value ($000) $10,540 Shares 24,513 Est. Cost $175.71 Unrealized +126.4%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $10,033 Shares 26,463 Est. Cost $445.94 Unrealized
CRM Salesforce.com Inc 0.3%
Value ($000) $9,892 Shares 59,938 Est. Cost $207.16 Unrealized -15.7%
VZ Verizon 0.2%
Value ($000) $9,621 Shares 189,572 Est. Cost $31.70 Unrealized +26.5%
MMM 3M Company 0.2%
Value ($000) $9,357 Shares 72,309 Est. Cost $80.38 Unrealized +30.9%
ACN Accenture Plc Class A F 0.2%
Value ($000) $9,211 Shares 33,176 Est. Cost $134.29 Unrealized +111.9%
BAC Bank of America 0.2%
Value ($000) $8,806 Shares 282,886 Est. Cost $24.44 Unrealized +33.9%
META Meta Platforms Inc Class A 0.2%
Value ($000) $8,662 Shares 53,716 Est. Cost $143.76 Unrealized +33.3%
IWB iShares Russell 1000 Index 0.2%
Value ($000) $8,497 Shares 40,900 Est. Cost $222.59 Unrealized
IBM International Business Machine 0.2%
Value ($000) $8,413 Shares 59,588 Est. Cost $115.19 Unrealized +2.0%
BX The Blackstone Group Inc - A 0.2%
Value ($000) $8,287 Shares 90,840 Est. Cost $40.42 Unrealized +137.7%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $8,204 Shares 54,756 Est. Cost $132.70 Unrealized
O Realty Income Corp 0.2%
Value ($000) $8,121 Shares 118,971 Est. Cost $27.65 Unrealized +104.3%
WAB Wabtec Corp 0.2%
Value ($000) $7,945 Shares 96,792 Est. Cost $67.36 Unrealized +29.6%
ES Eversource Energy 0.2%
Value ($000) $7,702 Shares 91,183 Est. Cost $65.34 Unrealized +16.8%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $7,551 Shares 181,293 Est. Cost $43.98 Unrealized
VB Vanguard Small Cap ETF 0.2%
Value ($000) $7,501 Shares 42,590 Est. Cost $216.50 Unrealized
ECL Ecolab 0.2%
Value ($000) $7,352 Shares 47,812 Est. Cost $121.79 Unrealized +30.5%
TXN Texas Instruments 0.2%
Value ($000) $7,002 Shares 45,568 Est. Cost $115.66 Unrealized +30.5%
AVGO Broadcom Inc. 0.2%
Value ($000) $6,937 Shares 14,280 Est. Cost $45.45 Unrealized +15.3%
IVE iShares S&P 500 Value Index 0.2%
Value ($000) $6,934 Shares 50,443 Est. Cost $156.07 Unrealized
TRV The Travelers Companies Inc 0.2%
Value ($000) $6,882 Shares 40,691 Est. Cost $83.85 Unrealized +93.0%
USB US Bancorp 0.2%
Value ($000) $6,869 Shares 149,261 Est. Cost $26.95 Unrealized +55.5%
LLY Eli Lilly 0.2%
Value ($000) $6,754 Shares 20,830 Est. Cost $96.01 Unrealized +203.0%
TMUS T-Mobile US Inc 0.2%
Value ($000) $6,726 Shares 49,991 Est. Cost $107.77 Unrealized +17.0%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $6,567 Shares 85,288 Est. Cost $41.47 Unrealized +56.6%
FTV Fortive Corp 0.2%
Value ($000) $6,426 Shares 118,163 Est. Cost $35.09 Unrealized +24.1%
NI Nisource 0.2%
Value ($000) $6,402 Shares 217,100 Est. Cost $7.81 Unrealized +243.9%
OTIS Otis Worldwide Corp 0.2%
Value ($000) $6,334 Shares 89,628 Est. Cost $57.81 Unrealized +20.1%
FISV Fiserv 0.2%
Value ($000) $6,324 Shares 71,081 Est. Cost $91.39 Unrealized +6.1%
BDX Becton Dickinson 0.2%
Value ($000) $6,114 Shares 24,800 Est. Cost $200.31 Unrealized +19.0%
NVR Inc 0.2%
Value ($000) $6,074 Shares 1,517 Est. Cost $2851.97 Unrealized
TRP TC Energy Corp 0.2%
Value ($000) $6,030 Shares 116,395 Est. Cost $34.48 Unrealized +33.8%
Ansys 0.2%
Value ($000) $5,948 Shares 24,855 Est. Cost $89.30 Unrealized
WMT Walmart 0.1%
Value ($000) $5,750 Shares 47,295 Est. Cost $37.87 Unrealized +16.3%
FDX FedEx Corporation 0.1%
Value ($000) $5,715 Shares 25,209 Est. Cost $231.41 Unrealized -15.0%
EPD Enterprise Products LP 0.1%
Value ($000) $5,628 Shares 230,931 Est. Cost $47.78 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $5,433 Shares 58,631 Est. Cost $68.43 Unrealized +25.5%
CI CIGNA Corp 0.1%
Value ($000) $5,279 Shares 20,031 Est. Cost $190.31 Unrealized +26.8%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $5,277 Shares 36,779 Est. Cost $139.39 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $5,078 Shares 25,782 Est. Cost $150.55 Unrealized
QCOM Qualcomm 0.1%
Value ($000) $5,061 Shares 39,621 Est. Cost $100.80 Unrealized +23.9%
KMI Kinder Morgan Inc 0.1%
Value ($000) $5,008 Shares 298,803 Est. Cost $12.54 Unrealized +22.1%
DHI D R Horton Inc 0.1%
Value ($000) $4,941 Shares 74,647 Est. Cost $55.65 Unrealized +21.8%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $4,920 Shares 29,051 Est. Cost $185.13 Unrealized
AJG Arthur J Gallagher 0.1%
Value ($000) $4,877 Shares 29,912 Est. Cost $50.90 Unrealized +214.7%
NDSN Nordson Corp 0.1%
Value ($000) $4,861 Shares 24,013 Est. Cost $217.83 Unrealized -6.3%
INTC Intel 0.1%
Value ($000) $4,860 Shares 129,907 Est. Cost $32.81 Unrealized +23.8%
NSC Norfolk Southern 0.1%
Value ($000) $4,859 Shares 21,376 Est. Cost $70.97 Unrealized +219.1%
ISRG Intuitive Surgical 0.1%
Value ($000) $4,785 Shares 23,838 Est. Cost $302.76 Unrealized -22.5%
PH Parker-Hannifin 0.1%
Value ($000) $4,779 Shares 19,422 Est. Cost $260.92 Unrealized -2.2%
Spirit Realty Capital Inc. 0.1%
Value ($000) $4,605 Shares 121,880 Est. Cost $39.78 Unrealized
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $4,581 Shares 43,684 Est. Cost $91.85 Unrealized +16.1%
CL Colgate-Palmolive 0.1%
Value ($000) $4,569 Shares 57,016 Est. Cost $50.54 Unrealized +42.1%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $4,540 Shares 16,197 Est. Cost $307.30 Unrealized
ARE Alexandria Real Estate Equitie 0.1%
Value ($000) $4,326 Shares 29,827 Est. Cost $137.83 Unrealized +3.2%
Magellan Midstream Partners LP 0.1%
Value ($000) $4,298 Shares 89,992 Est. Cost $58.88 Unrealized
Store Capital Corp 0.1%
Value ($000) $4,271 Shares 163,755 Est. Cost $27.58 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $4,081 Shares 36,622 Est. Cost $49.14 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.1%
Value ($000) $4,075 Shares 30,362 Est. Cost $154.12 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $4,068 Shares 8,235 Est. Cost $43.08 Unrealized +105.8%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $3,987 Shares 63,799 Est. Cost $73.28 Unrealized
CME CME Group Inc 0.1%
Value ($000) $3,869 Shares 18,900 Est. Cost $42.73 Unrealized +325.8%
WM Waste Management 0.1%
Value ($000) $3,860 Shares 25,229 Est. Cost $94.96 Unrealized +55.8%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $3,771 Shares 19,141 Est. Cost $135.43 Unrealized
PYPL PayPal Holdings 0.1%
Value ($000) $3,647 Shares 52,216 Est. Cost $133.89 Unrealized -35.4%
GIS General Mills 0.1%
Value ($000) $3,638 Shares 48,216 Est. Cost $34.27 Unrealized +80.4%
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $3,620 Shares 132,207 Est. Cost $34.99 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $3,464 Shares 18,792 Est. Cost $258.23 Unrealized -1.1%
FAST Fastenal Company 0.1%
Value ($000) $3,455 Shares 69,201 Est. Cost $11.23 Unrealized +119.4%
NVS Novartis A G ADR 0.1%
Value ($000) $3,408 Shares 40,318 Est. Cost $75.47 Unrealized
D Dominion Energy 0.1%
Value ($000) $3,381 Shares 42,364 Est. Cost $36.75 Unrealized +88.7%
Verint Systems Inc 0.1%
Value ($000) $3,373 Shares 79,653 Est. Cost $51.70 Unrealized
TE Connectivity Limited 0.1%
Value ($000) $3,366 Shares 29,748 Est. Cost $72.63 Unrealized
AMGN Amgen 0.1%
Value ($000) $3,310 Shares 13,604 Est. Cost $166.87 Unrealized +31.0%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $3,272 Shares 8 Est. Cost $207911.78 Unrealized +126.6%
TGT Target 0.1%
Value ($000) $3,270 Shares 23,154 Est. Cost $97.18 Unrealized +75.1%
CARR Carrier Global Corp 0.1%
Value ($000) $3,270 Shares 91,707 Est. Cost $28.41 Unrealized +31.3%
INTU Intuit 0.1%
Value ($000) $3,259 Shares 8,456 Est. Cost $261.39 Unrealized +54.7%
MTD Mettler-Toledo International 0.1%
Value ($000) $3,226 Shares 2,808 Est. Cost $603.15 Unrealized +108.3%
MTB M&T Bank 0.1%
Value ($000) $3,153 Shares 19,781 Est. Cost $145.47 Unrealized +2.5%
KMB Kimberly-Clark 0.1%
Value ($000) $3,121 Shares 23,090 Est. Cost $84.25 Unrealized +36.2%
STT State Street 0.1%
Value ($000) $3,102 Shares 50,309 Est. Cost $49.31 Unrealized +26.3%
AZO AutoZone Inc 0.1%
Value ($000) $3,060 Shares 1,424 Est. Cost $1077.06 Unrealized +90.9%
WFC Wells Fargo 0.1%
Value ($000) $3,050 Shares 77,853 Est. Cost $37.56 Unrealized +6.4%
ADI Analog Devices Inc 0.1%
Value ($000) $3,012 Shares 20,619 Est. Cost $35.99 Unrealized +310.2%
CCK Crown Holdings Inc 0.1%
Value ($000) $2,988 Shares 32,413 Est. Cost $80.38 Unrealized +27.7%
FNV Franco Nevada Corporation 0.1%
Value ($000) $2,948 Shares 22,402 Est. Cost $138.98 Unrealized +2.8%
Vanguard Russell 1000 Value ET 0.1%
Value ($000) $2,889 Shares 45,468 Est. Cost $68.16 Unrealized
Cooper Companies 0.1%
Value ($000) $2,787 Shares 8,902 Est. Cost $324.12 Unrealized
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $2,774 Shares 12,262 Est. Cost $236.04 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $2,744 Shares 34,496 Est. Cost $48.79 Unrealized +67.8%
GILD Gilead Sciences 0.1%
Value ($000) $2,686 Shares 43,464 Est. Cost $54.09 Unrealized -0.0%
SPGI S&P Global Inc 0.1%
Value ($000) $2,612 Shares 7,751 Est. Cost $311.54 Unrealized +10.9%
IFF Int'l Flavors & Fragrances 0.1%
Value ($000) $2,588 Shares 21,727 Est. Cost $113.18 Unrealized -0.6%
VEU Vanguard FTSE All-World Ex-US 0.1%
Value ($000) $2,547 Shares 50,988 Est. Cost $59.65 Unrealized
TSCO Tractor Supply Company 0.1%
Value ($000) $2,486 Shares 12,826 Est. Cost $18.10 Unrealized +110.6%
GS Goldman Sachs 0.1%
Value ($000) $2,483 Shares 8,360 Est. Cost $325.50 Unrealized -12.9%
CCOI Cogent Communications Group 0.1%
Value ($000) $2,476 Shares 40,743 Est. Cost $35.80 Unrealized +38.3%
Linde Plc 0.1%
Value ($000) $2,464 Shares 8,569 Est. Cost $156.06 Unrealized
BAX Baxter International 0.1%
Value ($000) $2,330 Shares 36,271 Est. Cost $53.80 Unrealized +23.5%
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $2,320 Shares 57,857 Est. Cost $48.47 Unrealized
PM Philip Morris International 0.1%
Value ($000) $2,256 Shares 22,847 Est. Cost $55.56 Unrealized +53.7%
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $2,227 Shares 61,810 Est. Cost $41.99 Unrealized -0.6%
XLF Financial Select Sectors SPDR 0.1%
Value ($000) $2,184 Shares 69,452 Est. Cost $35.35 Unrealized
CTRA Coterra Energy Inc 0.1%
Value ($000) $2,182 Shares 84,611 Est. Cost $23.74 Unrealized +7.9%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $2,171 Shares 13,786 Est. Cost $106.25 Unrealized +53.7%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $2,122 Shares 6,118 Est. Cost $370.07 Unrealized
WAT Waters Corp 0.1%
Value ($000) $2,094 Shares 6,327 Est. Cost $144.63 Unrealized +119.5%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $2,093 Shares 11,096 Est. Cost $110.52 Unrealized
DOW Dow Inc 0.1%
Value ($000) $1,983 Shares 38,420 Est. Cost $35.25 Unrealized +46.9%
NVDA Nvidia Corp 0.0%
Value ($000) $1,935 Shares 12,763 Est. Cost $20.85 Unrealized -9.7%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,928 Shares 7,543 Est. Cost $131.30 Unrealized +69.2%
UPS United Parcel Service Class B 0.0%
Value ($000) $1,909 Shares 10,460 Est. Cost $136.51 Unrealized +12.3%
H Hyatt Hotels Corp Cl A 0.0%
Value ($000) $1,879 Shares 25,425 Est. Cost $79.49 Unrealized +7.8%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1,870 Shares 13,564 Est. Cost $103.42 Unrealized +37.5%
EW Edwards Lifesciences 0.0%
Value ($000) $1,851 Shares 19,471 Est. Cost $105.43 Unrealized -1.8%
TSM Taiwan Semiconductor Mft Co Lt 0.0%
Value ($000) $1,800 Shares 22,018 Est. Cost $93.13 Unrealized
Brookfield Asset Management In 0.0%
Value ($000) $1,721 Shares 38,701 Est. Cost $41.75 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $1,711 Shares 6,734 Est. Cost $282.33 Unrealized -11.2%
FSLR First Solar Inc 0.0%
Value ($000) $1,682 Shares 24,685 Est. Cost $65.48 Unrealized +8.7%
DUK Duke Energy 0.0%
Value ($000) $1,658 Shares 15,467 Est. Cost $48.61 Unrealized +96.2%
MTDR Matador Resources Co 0.0%
Value ($000) $1,654 Shares 35,503 Est. Cost $47.27 Unrealized +14.9%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $1,625 Shares 35,726 Est. Cost $37.65 Unrealized +17.1%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $1,612 Shares 17,692 Est. Cost $81.66 Unrealized
CHD Church & Dwight 0.0%
Value ($000) $1,599 Shares 17,255 Est. Cost $46.47 Unrealized +94.6%
ITW Illinois Tool Works 0.0%
Value ($000) $1,577 Shares 8,651 Est. Cost $111.52 Unrealized +64.1%
T AT & T 0.0%
Value ($000) $1,558 Shares 74,323 Est. Cost $14.91 Unrealized +9.4%
Enphase Energy Inc 0.0%
Value ($000) $1,556 Shares 7,970 Est. Cost $171.85 Unrealized
VGT Vanguard Information Techology 0.0%
Value ($000) $1,554 Shares 4,759 Est. Cost $119.23 Unrealized
TECH Bio-Techne Corp 0.0%
Value ($000) $1,469 Shares 4,237 Est. Cost $45.53 Unrealized +102.4%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $1,460 Shares 20,415 Est. Cost $74.63 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $1,446 Shares 16,109 Est. Cost $99.17 Unrealized -8.9%
CSX CSX 0.0%
Value ($000) $1,430 Shares 49,205 Est. Cost $32.70 Unrealized -5.4%
CFG Citizens Financial Group 0.0%
Value ($000) $1,400 Shares 39,234 Est. Cost $25.97 Unrealized +29.3%
GD General Dynamics 0.0%
Value ($000) $1,378 Shares 6,228 Est. Cost $163.41 Unrealized +30.6%
TDY Teledyne Technologies 0.0%
Value ($000) $1,366 Shares 3,641 Est. Cost $342.98 Unrealized +21.5%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,362 Shares 10,713 Est. Cost $111.97 Unrealized
HSY Hershey Foods 0.0%
Value ($000) $1,327 Shares 6,169 Est. Cost $99.07 Unrealized +100.5%
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $1,289 Shares 4,711 Est. Cost $82.22 Unrealized +232.6%
PCH Potlatch Corporation 0.0%
Value ($000) $1,265 Shares 28,621 Est. Cost $40.66 Unrealized
PCTY Paylocity Holding Corp 0.0%
Value ($000) $1,252 Shares 7,180 Est. Cost $194.67 Unrealized -6.4%
TRU TransUnion 0.0%
Value ($000) $1,234 Shares 15,427 Est. Cost $84.35 Unrealized 0.0%
UTL Unitil Corp 0.0%
Value ($000) $1,232 Shares 20,976 Est. Cost $29.13 Unrealized +85.3%
GE General Electric 0.0%
Value ($000) $1,213 Shares 19,050 Est. Cost $64.37 Unrealized -26.1%
DVN Devon Energy 0.0%
Value ($000) $1,202 Shares 21,806 Est. Cost $47.44 Unrealized +15.1%
AWK American Water Works Company I 0.0%
Value ($000) $1,196 Shares 8,040 Est. Cost $39.82 Unrealized +254.1%
MS Morgan Stanley 0.0%
Value ($000) $1,189 Shares 15,634 Est. Cost $73.02 Unrealized -0.8%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,187 Shares 19,667 Est. Cost $79.73 Unrealized
PAYX Paychex 0.0%
Value ($000) $1,184 Shares 10,399 Est. Cost $37.61 Unrealized +200.1%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,169 Shares 9,940 Est. Cost $137.65 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1,160 Shares 1,961 Est. Cost $573.41 Unrealized +12.7%
YUM Yum Brands Inc 0.0%
Value ($000) $1,126 Shares 9,922 Est. Cost $83.70 Unrealized +29.5%
OMC Omnicom 0.0%
Value ($000) $1,121 Shares 17,624 Est. Cost $50.58 Unrealized +28.9%
AGCO Agco Corp 0.0%
Value ($000) $1,107 Shares 11,219 Est. Cost $119.54 Unrealized -8.0%
LHX L3Harris Technoligies Inc 0.0%
Value ($000) $1,101 Shares 4,557 Est. Cost $183.16 Unrealized +22.0%
WPC WP Carey Inc 0.0%
Value ($000) $1,093 Shares 13,190 Est. Cost $80.87 Unrealized
HSIC Henry Schein 0.0%
Value ($000) $1,073 Shares 13,985 Est. Cost $55.41 Unrealized +51.3%
BlackRock Inc 0.0%
Value ($000) $1,071 Shares 1,758 Est. Cost $571.61 Unrealized
FCX Freeport McMoRan 0.0%
Value ($000) $1,070 Shares 36,569 Est. Cost $37.44 Unrealized +1.3%
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $1,067 Shares 3,468 Est. Cost $363.28 Unrealized
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $1,061 Shares 4,465 Est. Cost $154.72 Unrealized +64.2%
Fortress Transportation 0.0%
Value ($000) $1,042 Shares 53,898 Est. Cost $26.26 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1,021 Shares 28,843 Est. Cost $20.50 Unrealized +60.3%
ROST Ross Stores 0.0%
Value ($000) $999 Shares 14,229 Est. Cost $62.81 Unrealized +36.0%
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $994 Shares 10,779 Est. Cost $106.17 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $994 Shares 23,811 Est. Cost $29.21 Unrealized +31.6%
GWW Grainger W W 0.0%
Value ($000) $979 Shares 2,155 Est. Cost $223.13 Unrealized +110.4%
C Citigroup 0.0%
Value ($000) $968 Shares 21,039 Est. Cost $52.03 Unrealized -15.9%
HUM Humana 0.0%
Value ($000) $967 Shares 2,065 Est. Cost $339.87 Unrealized +26.1%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $950 Shares 21,279 Est. Cost $52.94 Unrealized
PWR Quanta Services 0.0%
Value ($000) $935 Shares 7,460 Est. Cost $105.11 Unrealized +16.1%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $913 Shares 6,297 Est. Cost $142.91 Unrealized
TPL Texas Pacific Land 0.0%
Value ($000) $909 Shares 611 Est. Cost $156.67 Unrealized -0.4%
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $905 Shares 8,909 Est. Cost $122.17 Unrealized
EOG EOG Resources 0.0%
Value ($000) $889 Shares 8,049 Est. Cost $84.98 Unrealized +24.4%
BK Bank of New York Mellon 0.0%
Value ($000) $888 Shares 21,301 Est. Cost $26.72 Unrealized +49.9%
ODFL Old Dominion Freight Line 0.0%
Value ($000) $887 Shares 3,462 Est. Cost $104.81 Unrealized +22.6%
JCI Johnson Controls 0.0%
Value ($000) $880 Shares 18,377 Est. Cost $63.83 Unrealized -18.9%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $862 Shares 8,557 Est. Cost $84.60 Unrealized +16.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $859 Shares 7,234 Est. Cost $127.51 Unrealized
PSX Phillips 66 0.0%
Value ($000) $859 Shares 10,474 Est. Cost $68.44 Unrealized +18.3%
CLX Clorox 0.0%
Value ($000) $853 Shares 6,048 Est. Cost $138.62 Unrealized -8.7%
RJF Raymond James Financial Inc 0.0%
Value ($000) $851 Shares 9,515 Est. Cost $57.80 Unrealized +60.5%
GLW Corning 0.0%
Value ($000) $847 Shares 26,887 Est. Cost $26.08 Unrealized +19.1%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $824 Shares 7,003 Est. Cost $124.68 Unrealized
ADM Archer-Daniels-Midland 0.0%
Value ($000) $814 Shares 10,493 Est. Cost $50.84 Unrealized +54.4%
CLVT Clarivate Plc 0.0%
Value ($000) $791 Shares 57,069 Est. Cost $14.96 Unrealized 0.0%
SPDR S&P 400 ETF Trust 0.0%
Value ($000) $789 Shares 1,908 Est. Cost $500.40 Unrealized
RXST RxSight Inc 0.0%
Value ($000) $789 Shares 56,069 Est. Cost $13.45 Unrealized -2.0%
AMAT Applied Materials 0.0%
Value ($000) $785 Shares 8,630 Est. Cost $120.68 Unrealized -12.1%
National Instruments 0.0%
Value ($000) $776 Shares 24,856 Est. Cost $41.26 Unrealized
AFL AFLAC 0.0%
Value ($000) $771 Shares 13,933 Est. Cost $40.42 Unrealized +34.5%
WLK Westlake Chemical Corp 0.0%
Value ($000) $750 Shares 7,654 Est. Cost $72.79 Unrealized +58.0%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $746 Shares 11,291 Est. Cost $63.66 Unrealized
DT Dynatrace Inc 0.0%
Value ($000) $740 Shares 18,758 Est. Cost $39.81 Unrealized 0.0%
ELV Elevance Health Inc 0.0%
Value ($000) $740 Shares 1,534 Est. Cost $226.84 Unrealized +107.0%
TT Trane Technologies 0.0%
Value ($000) $738 Shares 5,679 Est. Cost $102.27 Unrealized +29.3%
HLT Hilton 0.0%
Value ($000) $734 Shares 6,590 Est. Cost $143.00 Unrealized -4.4%
MORN Morningstar Inc 0.0%
Value ($000) $731 Shares 3,021 Est. Cost $68.45 Unrealized +268.2%
SLB Schlumberger 0.0%
Value ($000) $728 Shares 20,367 Est. Cost $36.39 Unrealized +5.2%
DEO Diageo Plc ADR 0.0%
Value ($000) $725 Shares 4,166 Est. Cost $139.00 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $721 Shares 2,558 Est. Cost $233.57 Unrealized +14.6%
HUBB Hubbell Inc 0.0%
Value ($000) $714 Shares 3,997 Est. Cost $178.41 Unrealized 0.0%
EBAY Ebay 0.0%
Value ($000) $703 Shares 16,869 Est. Cost $53.67 Unrealized -15.4%
EL Estee Lauder 0.0%
Value ($000) $702 Shares 2,758 Est. Cost $290.35 Unrealized -17.9%
EWBC East West Bancorp 0.0%
Value ($000) $693 Shares 10,690 Est. Cost $37.94 Unrealized +70.5%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $669 Shares 6,367 Est. Cost $104.32 Unrealized +10.1%
IAU iShares Gold Trust 0.0%
Value ($000) $666 Shares 19,409 Est. Cost $36.45 Unrealized
AMLP Alerian MLP 0.0%
Value ($000) $664 Shares 19,285 Est. Cost $20.29 Unrealized
ASO Academy Sport and Outdoors Inc 0.0%
Value ($000) $664 Shares 18,685 Est. Cost $38.63 Unrealized -8.0%
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $663 Shares 4,825 Est. Cost $182.96 Unrealized
IP International Paper 0.0%
Value ($000) $663 Shares 15,843 Est. Cost $30.51 Unrealized +28.9%
CTVA Corteva Inc 0.0%
Value ($000) $661 Shares 12,203 Est. Cost $29.26 Unrealized +90.8%
RSG Republic Services 0.0%
Value ($000) $649 Shares 4,957 Est. Cost $104.61 Unrealized +19.8%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $647 Shares 7,405 Est. Cost $90.05 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $644 Shares 1,019 Est. Cost $37.24 Unrealized +15.5%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $632 Shares 8,270 Est. Cost $128.19 Unrealized -27.0%
SNPS Synopsys Inc 0.0%
Value ($000) $630 Shares 2,075 Est. Cost $106.80 Unrealized +182.5%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $620 Shares 10,536 Est. Cost $66.20 Unrealized
TROW Price T Rowe Group Inc 0.0%
Value ($000) $613 Shares 5,393 Est. Cost $67.28 Unrealized +59.3%
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $600 Shares 6,491 Est. Cost $106.98 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value ($000) $600 Shares 8,596 Est. Cost $72.17 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $599 Shares 890 Est. Cost $221.47 Unrealized +23.2%
EMN Eastman Chemical 0.0%
Value ($000) $598 Shares 6,662 Est. Cost $96.59 Unrealized -7.0%
OKE Oneok Inc 0.0%
Value ($000) $597 Shares 10,750 Est. Cost $49.62 Unrealized +7.7%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $591 Shares 5,075 Est. Cost $47.52 Unrealized +140.0%
PPG PPG Industries 0.0%
Value ($000) $581 Shares 5,080 Est. Cost $88.65 Unrealized +30.4%
MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $574 Shares 8,760 Est. Cost $83.90 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $569 Shares 1,441 Est. Cost $430.19 Unrealized -1.2%
SO Southern Co 0.0%
Value ($000) $562 Shares 7,888 Est. Cost $47.44 Unrealized +35.5%
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $560 Shares 5,321 Est. Cost $121.85 Unrealized
HPQ HP Inc 0.0%
Value ($000) $557 Shares 16,999 Est. Cost $10.49 Unrealized +205.5%
PNC PNC Financial 0.0%
Value ($000) $556 Shares 3,523 Est. Cost $128.05 Unrealized +13.6%
SHEL Shell Plc ADR 0.0%
Value ($000) $554 Shares 10,603 Est. Cost $54.89 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $549 Shares 18,000 Est. Cost $32.95 Unrealized -10.4%
DOV Dover Corp 0.0%
Value ($000) $547 Shares 4,509 Est. Cost $112.31 Unrealized +14.9%
XEL XCEL Energy 0.0%
Value ($000) $546 Shares 7,719 Est. Cost $41.09 Unrealized +56.6%
EA Electronic Arts 0.0%
Value ($000) $541 Shares 4,445 Est. Cost $97.16 Unrealized +28.6%
Thomson Reuters Corporation 0.0%
Value ($000) $540 Shares 5,179 Est. Cost $48.27 Unrealized
PGR Progressive 0.0%
Value ($000) $539 Shares 4,639 Est. Cost $43.95 Unrealized +135.1%
VMWare Inc. Class A Com 0.0%
Value ($000) $536 Shares 4,704 Est. Cost $113.93 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $534 Shares 3,085 Est. Cost $172.36 Unrealized +5.6%
MSCI MSCI Inc 0.0%
Value ($000) $533 Shares 1,294 Est. Cost $476.24 Unrealized -12.3%
OKTA Okta Inc 0.0%
Value ($000) $533 Shares 5,893 Est. Cost $107.99 Unrealized 0.0%
Jacobs Engineering 0.0%
Value ($000) $524 Shares 4,123 Est. Cost $138.50 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $524 Shares 4,300 Est. Cost $52.09 Unrealized +146.5%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $524 Shares 6,374 Est. Cost $69.68 Unrealized +23.8%
WST West Pharmaceutical Services I 0.0%
Value ($000) $519 Shares 1,715 Est. Cost $174.89 Unrealized +84.3%
ASML ASML Holding NV NY Registry Sh 0.0%
Value ($000) $519 Shares 1,091 Est. Cost $594.73 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $516 Shares 1,101 Est. Cost $451.58 Unrealized +8.0%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $505 Shares 3,940 Est. Cost $129.43 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $503 Shares 10,866 Est. Cost $28.76 Unrealized +77.0%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $498 Shares 35,122 Est. Cost $15.09 Unrealized
LECO Lincoln Electric 0.0%
Value ($000) $488 Shares 3,960 Est. Cost $78.18 Unrealized +68.4%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $486 Shares 7,202 Est. Cost $56.16 Unrealized +28.3%
DD DuPont De Nemours Inc 0.0%
Value ($000) $485 Shares 8,728 Est. Cost $28.01 Unrealized -9.6%
BA Boeing 0.0%
Value ($000) $484 Shares 3,541 Est. Cost $292.65 Unrealized -49.6%
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $478 Shares 1,240 Est. Cost $382.47 Unrealized +3.9%
CMI Cummins Inc 0.0%
Value ($000) $475 Shares 2,453 Est. Cost $205.83 Unrealized -11.1%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $475 Shares 8,989 Est. Cost $55.11 Unrealized
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $475 Shares 1,612 Est. Cost $363.71 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $475 Shares 7,509 Est. Cost $36.26 Unrealized +65.6%
Lexington Realty Trust 0.0%
Value ($000) $462 Shares 43,015 Est. Cost $10.12 Unrealized
CCC CCC Intelligent Solutions Hold 0.0%
Value ($000) $460 Shares 50,000 Est. Cost $9.19 Unrealized 0.0%
MAR Marriott International 0.0%
Value ($000) $454 Shares 3,338 Est. Cost $155.09 Unrealized +2.8%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $454 Shares 6,283 Est. Cost $76.43 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $449 Shares 4,466 Est. Cost $43.81 Unrealized +104.1%
VFC V F Corp 0.0%
Value ($000) $445 Shares 10,083 Est. Cost $58.37 Unrealized -14.1%
ETN Eaton Corp PLC 0.0%
Value ($000) $445 Shares 3,535 Est. Cost $110.97 Unrealized +19.5%
MCHP Microchip Technology 0.0%
Value ($000) $433 Shares 7,452 Est. Cost $51.57 Unrealized +18.0%
GPC Genuine Parts 0.0%
Value ($000) $416 Shares 3,125 Est. Cost $116.15 Unrealized +3.6%
NTRS Northern Trust Corp 0.0%
Value ($000) $414 Shares 4,292 Est. Cost $40.35 Unrealized +132.4%
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $412 Shares 4,369 Est. Cost $109.68 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $412 Shares 2,887 Est. Cost $148.87 Unrealized -8.5%
WRB WR Berkley Corporation 0.0%
Value ($000) $408 Shares 5,975 Est. Cost $23.53 Unrealized +76.5%
WBS Webster Financial 0.0%
Value ($000) $407 Shares 9,667 Est. Cost $42.54 Unrealized +13.2%
MCO Moody's Corp 0.0%
Value ($000) $394 Shares 1,448 Est. Cost $345.91 Unrealized -16.2%
Kellogg 0.0%
Value ($000) $393 Shares 5,514 Est. Cost $41.61 Unrealized +37.7%
AVY Avery Dennison 0.0%
Value ($000) $385 Shares 2,380 Est. Cost $171.67 Unrealized -6.8%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $383 Shares 4,164 Est. Cost $113.51 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $380 Shares 4,008 Est. Cost $100.71 Unrealized -7.4%
SJM Smucker 0.0%
Value ($000) $378 Shares 2,951 Est. Cost $77.43 Unrealized +52.1%
LNC Lincoln National 0.0%
Value ($000) $374 Shares 8,000 Est. Cost $35.63 Unrealized +29.1%
CDXS Codexis Inc 0.0%
Value ($000) $363 Shares 34,719 Est. Cost $12.54 Unrealized 0.0%
PHM Pultegroup Inc. 0.0%
Value ($000) $363 Shares 9,172 Est. Cost $40.52 Unrealized +0.5%
EQIX Equinix Inc 0.0%
Value ($000) $359 Shares 546 Est. Cost $566.89 Unrealized +13.4%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $358 Shares 4,513 Est. Cost $110.43 Unrealized
Unilever Plc Sponsored ADR 0.0%
Value ($000) $351 Shares 7,666 Est. Cost $60.11 Unrealized
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $349 Shares 5,211 Est. Cost $70.79 Unrealized
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $343 Shares 4,226 Est. Cost $87.55 Unrealized
Aptiv Plc 0.0%
Value ($000) $342 Shares 3,838 Est. Cost $80.23 Unrealized
COLD Americold Realty Trust 0.0%
Value ($000) $340 Shares 11,310 Est. Cost $37.82 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $337 Shares 2,751 Est. Cost $135.45 Unrealized -6.0%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $332 Shares 4,151 Est. Cost $101.18 Unrealized
KEY KeyCorp 0.0%
Value ($000) $331 Shares 19,202 Est. Cost $20.30 Unrealized -21.6%
GGG Graco Inc 0.0%
Value ($000) $326 Shares 5,488 Est. Cost $68.40 Unrealized -12.4%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $325 Shares 1,543 Est. Cost $289.78 Unrealized -15.1%
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $322 Shares 15,695 Est. Cost $23.38 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $321 Shares 3,355 Est. Cost $89.85 Unrealized -1.5%
ALGN Align Technology Inc 0.0%
Value ($000) $321 Shares 1,355 Est. Cost $159.27 Unrealized +92.9%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $317 Shares 8,284 Est. Cost $39.10 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $316 Shares 3,071 Est. Cost $78.98 Unrealized +20.4%
Ceridian HCM Holding Inc 0.0%
Value ($000) $315 Shares 6,700 Est. Cost $37.60 Unrealized
ALL Allstate 0.0%
Value ($000) $314 Shares 2,476 Est. Cost $107.14 Unrealized +12.0%
GlaxoSmithKline PLC 0.0%
Value ($000) $311 Shares 7,142 Est. Cost $43.59 Unrealized
AEP American Electric Power 0.0%
Value ($000) $308 Shares 3,214 Est. Cost $80.74 Unrealized +7.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $304 Shares 174 Est. Cost $1815.09 Unrealized +15.6%
WMB Williams Cos 0.0%
Value ($000) $299 Shares 9,565 Est. Cost $25.63 Unrealized +14.0%
Paramount Global Class B 0.0%
Value ($000) $298 Shares 12,078 Est. Cost $24.22 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $297 Shares 3,675 Est. Cost $96.87 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $289 Shares 1,696 Est. Cost $148.27 Unrealized +7.0%
MOS Mosaic Company 0.0%
Value ($000) $288 Shares 6,095 Est. Cost $32.81 Unrealized +70.0%
RPM RPM International Inc 0.0%
Value ($000) $288 Shares 3,665 Est. Cost $53.54 Unrealized +57.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $288 Shares 5,931 Est. Cost $47.11 Unrealized -10.6%
XYZ Block Inc 0.0%
Value ($000) $283 Shares 4,603 Est. Cost $151.28 Unrealized -39.6%
ADSK Autodesk 0.0%
Value ($000) $282 Shares 1,639 Est. Cost $192.30 Unrealized 0.0%
HEI Heico Corp 0.0%
Value ($000) $282 Shares 2,150 Est. Cost $131.33 Unrealized +7.3%
APP AppLovin Corp Cl A 0.0%
Value ($000) $281 Shares 8,163 Est. Cost $59.90 Unrealized -32.9%
ICLR ICON Plc 0.0%
Value ($000) $275 Shares 1,268 Est. Cost $245.03 Unrealized -8.5%
ICE IntercontinentalExchange Group 0.0%
Value ($000) $274 Shares 2,918 Est. Cost $125.01 Unrealized -18.6%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $273 Shares 1,555 Est. Cost $180.06 Unrealized
CDK Global Inc 0.0%
Value ($000) $267 Shares 4,868 Est. Cost $43.82 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $267 Shares 3,725 Est. Cost $50.71 Unrealized +40.3%
FTNT Fortinet Inc 0.0%
Value ($000) $265 Shares 4,680 Est. Cost $60.05 Unrealized -1.1%
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $252 Shares 2,746 Est. Cost $133.35 Unrealized -32.1%
STWD Starwood Property Trust Compan 0.0%
Value ($000) $249 Shares 11,939 Est. Cost $25.54 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $249 Shares 10,837 Est. Cost $31.19 Unrealized -17.8%
ILPT Industrial Logistics Prop Wi 0.0%
Value ($000) $248 Shares 17,640 Est. Cost $19.20 Unrealized
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $246 Shares 1,667 Est. Cost $147.57 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $246 Shares 6,489 Est. Cost $49.40 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $245 Shares 1,859 Est. Cost $131.51 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $240 Shares 978 Est. Cost $204.45 Unrealized +7.1%
LULU LuLuLemon Athletica Inc 0.0%
Value ($000) $238 Shares 873 Est. Cost $404.24 Unrealized -20.7%
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $236 Shares 2,652 Est. Cost $88.99 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $232 Shares 3,676 Est. Cost $76.12 Unrealized -13.9%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $230 Shares 3,465 Est. Cost $81.10 Unrealized
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $228 Shares 1,480 Est. Cost $137.84 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $227 Shares 1,137 Est. Cost $268.27 Unrealized -21.0%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $225 Shares 16,999 Est. Cost $7.57 Unrealized +80.1%
CE Celanese Corporation 0.0%
Value ($000) $223 Shares 1,898 Est. Cost $148.85 Unrealized -9.3%
VVV Valvoline Inc 0.0%
Value ($000) $222 Shares 7,712 Est. Cost $31.32 Unrealized -1.9%
ED Consolidated Edison 0.0%
Value ($000) $221 Shares 2,324 Est. Cost $84.05 Unrealized 0.0%
IRM Iron Mountain 0.0%
Value ($000) $219 Shares 4,504 Est. Cost $40.12 Unrealized +14.1%
IR Ingersoll Rand Inc 0.0%
Value ($000) $219 Shares 5,193 Est. Cost $41.79 Unrealized +8.5%
DGX Quest Diagnostics 0.0%
Value ($000) $219 Shares 1,650 Est. Cost $62.67 Unrealized +102.6%
OGN Organon & Co 0.0%
Value ($000) $216 Shares 6,406 Est. Cost $26.93 Unrealized +9.6%
WBD Warner Brothers Discovery Inc 0.0%
Value ($000) $216 Shares 16,087 Est. Cost $18.55 Unrealized 0.0%
IGV iShares North America Tech 0.0%
Value ($000) $216 Shares 800 Est. Cost $168.82 Unrealized
NUE Nucor 0.0%
Value ($000) $214 Shares 2,054 Est. Cost $115.55 Unrealized +10.7%
MET Metlife Inc 0.0%
Value ($000) $208 Shares 3,312 Est. Cost $60.10 Unrealized -1.4%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $204 Shares 3,351 Est. Cost $106.93 Unrealized -45.0%
PNR Pentair Plc 0.0%
Value ($000) $202 Shares 4,405 Est. Cost $48.78 Unrealized -2.1%
ARCC Ares Capital Corporation 0.0%
Value ($000) $201 Shares 11,231 Est. Cost $12.51 Unrealized +10.6%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $200 Shares 7,500 Est. Cost $25.43 Unrealized
Ginkgo Bioworks Holdings Inc 0.0%
Value ($000) $177 Shares 74,390 Est. Cost $3.92 Unrealized
BBDC Barings BDC Inc 0.0%
Value ($000) $140 Shares 15,000 Est. Cost $6.94 Unrealized -3.8%
VRT Vertiv Holdings LLC 0.0%
Value ($000) $111 Shares 13,500 Est. Cost $11.82 Unrealized -4.6%
VTRS Viatris Inc 0.0%
Value ($000) $110 Shares 10,519 Est. Cost $11.05 Unrealized -16.0%
Blackrock Income Trust Inc 0.0%
Value ($000) $67 Shares 14,833 Est. Cost $5.56 Unrealized
CTSO CytoSorbents Corp 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $9.47 Unrealized -75.8%
OWLTW Owlet Inc Warrants 7/15/26 0.0%
Value ($000) $5 Shares 18,000 Est. Cost $0.78 Unrealized