BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $3,615,872 (100.0% shares, 0.0% debt)

Holdings (420)

MSFT Microsoft 4.9%
Value ($000) $177,975 Shares 764,170 Est. Cost $42.20 Unrealized +508.7%
AAPL Apple Inc 4.8%
Value ($000) $172,316 Shares 1,246,860 Est. Cost $86.22 Unrealized +78.9%
DHR Danaher 3.5%
Value ($000) $126,079 Shares 488,130 Est. Cost $50.94 Unrealized +372.5%
GOOGL Alphabet Inc. Class A 2.8%
Value ($000) $102,407 Shares 1,070,639 Est. Cost $106.53 Unrealized +3.3%
JPM J P Morgan Chase 2.8%
Value ($000) $101,371 Shares 970,061 Est. Cost $51.88 Unrealized +103.6%
TMO Thermo Fisher Scientific 2.5%
Value ($000) $90,997 Shares 179,414 Est. Cost $131.41 Unrealized +321.7%
PEP Pepsico 2.4%
Value ($000) $88,154 Shares 539,963 Est. Cost $71.73 Unrealized +115.3%
Costco 2.0%
Value ($000) $71,455 Shares 151,301 Est. Cost $146.33 Unrealized
MRSH Marsh & McLennan 2.0%
Value ($000) $71,243 Shares 477,211 Est. Cost $33.90 Unrealized +349.4%
BRK/B Berkshire Hathaway Cl B 1.9%
Value ($000) $67,394 Shares 252,392 Est. Cost $156.92 Unrealized +81.3%
AMZN Amazon.com 1.8%
Value ($000) $66,602 Shares 589,396 Est. Cost $121.61 Unrealized +3.9%
UNH United Health Group 1.8%
Value ($000) $65,574 Shares 129,840 Est. Cost $255.89 Unrealized +93.5%
JNJ Johnson & Johnson 1.8%
Value ($000) $64,474 Shares 394,677 Est. Cost $77.78 Unrealized +96.6%
DE Deere 1.8%
Value ($000) $63,927 Shares 191,462 Est. Cost $144.89 Unrealized +125.4%
HD Home Depot 1.7%
Value ($000) $60,524 Shares 219,338 Est. Cost $110.00 Unrealized +146.1%
RTX Raytheon Technologies 1.6%
Value ($000) $56,285 Shares 687,578 Est. Cost $69.11 Unrealized +21.3%
ADBE Adobe Inc 1.5%
Value ($000) $55,321 Shares 201,020 Est. Cost $211.76 Unrealized +78.7%
SPY SPDR S&P 500 ETF Index 1.5%
Value ($000) $53,672 Shares 150,266 Est. Cost $396.49 Unrealized
COP Conoco Phillips 1.5%
Value ($000) $53,093 Shares 518,787 Est. Cost $38.19 Unrealized +130.9%
GLD SPDR Gold Shares 1.4%
Value ($000) $49,555 Shares 320,391 Est. Cost $142.81 Unrealized
NOC Northrop Grumman 1.3%
Value ($000) $48,789 Shares 103,737 Est. Cost $312.02 Unrealized +44.4%
MRK Merck 1.3%
Value ($000) $48,448 Shares 562,565 Est. Cost $36.40 Unrealized +120.9%
SHW Sherwin-Williams 1.3%
Value ($000) $45,221 Shares 220,861 Est. Cost $234.44 Unrealized -2.0%
CNI Canadian National Railway 1.2%
Value ($000) $44,356 Shares 410,740 Est. Cost $82.42 Unrealized +35.1%
IQV IQVIA Holdings 1.2%
Value ($000) $42,820 Shares 236,391 Est. Cost $160.01 Unrealized +36.9%
AEM Agnico Eagle Mines Limited 1.1%
Value ($000) $39,480 Shares 934,878 Est. Cost $46.82 Unrealized -15.8%
MA Mastercard Inc Cl A 1.1%
Value ($000) $38,738 Shares 136,237 Est. Cost $108.01 Unrealized +201.1%
MCD McDonalds 1.1%
Value ($000) $38,295 Shares 165,968 Est. Cost $82.97 Unrealized +184.8%
UNP Union Pacific 1.0%
Value ($000) $36,918 Shares 189,499 Est. Cost $78.89 Unrealized +158.9%
CVX Chevron Corp 1.0%
Value ($000) $35,875 Shares 249,702 Est. Cost $83.17 Unrealized +59.7%
SYY Sysco 1.0%
Value ($000) $35,874 Shares 507,337 Est. Cost $62.79 Unrealized +20.6%
ABBV Abbvie Inc 1.0%
Value ($000) $35,044 Shares 261,111 Est. Cost $58.31 Unrealized +118.0%
ABT Abbott Labs 0.9%
Value ($000) $33,394 Shares 345,127 Est. Cost $34.71 Unrealized +188.1%
ZTS Zoetis Inc 0.9%
Value ($000) $32,511 Shares 219,237 Est. Cost $37.60 Unrealized +329.4%
BSX Boston Scientific 0.9%
Value ($000) $32,373 Shares 835,873 Est. Cost $43.34 Unrealized -7.4%
MDLZ Mondelez International 0.9%
Value ($000) $31,407 Shares 572,806 Est. Cost $30.83 Unrealized +83.6%
PG Procter & Gamble 0.9%
Value ($000) $31,374 Shares 248,510 Est. Cost $82.63 Unrealized +58.0%
SYK Stryker 0.8%
Value ($000) $29,672 Shares 146,501 Est. Cost $158.94 Unrealized +27.7%
ADP Automatic Data Processing 0.8%
Value ($000) $29,582 Shares 130,782 Est. Cost $55.85 Unrealized +292.2%
APH Amphenol 0.8%
Value ($000) $28,994 Shares 433,008 Est. Cost $20.95 Unrealized +68.0%
CSCO Cisco Systems 0.8%
Value ($000) $28,493 Shares 712,332 Est. Cost $24.95 Unrealized +60.5%
ENB Enbridge Inc 0.8%
Value ($000) $28,370 Shares 764,703 Est. Cost $24.53 Unrealized +37.8%
NKE Nike Inc Class B 0.7%
Value ($000) $25,519 Shares 307,014 Est. Cost $49.88 Unrealized +103.6%
LOW Lowes 0.7%
Value ($000) $25,320 Shares 134,815 Est. Cost $51.15 Unrealized +256.6%
CCI Crown Castle Inc 0.7%
Value ($000) $25,246 Shares 174,652 Est. Cost $73.99 Unrealized +92.6%
DIS Walt Disney 0.7%
Value ($000) $24,584 Shares 260,615 Est. Cost $101.06 Unrealized +3.5%
RBC RBC Bearings Inc 0.7%
Value ($000) $24,338 Shares 117,119 Est. Cost $230.24 Unrealized 0.0%
MKC McCormick 0.6%
Value ($000) $23,462 Shares 329,192 Est. Cost $58.53 Unrealized +32.3%
NEE NextEra Energy 0.6%
Value ($000) $22,789 Shares 290,637 Est. Cost $61.60 Unrealized +25.2%
STZ Constellation Brands Inc Cl A 0.6%
Value ($000) $21,092 Shares 91,833 Est. Cost $163.05 Unrealized +40.7%
KO Coca Cola 0.6%
Value ($000) $20,512 Shares 366,158 Est. Cost $29.11 Unrealized +92.5%
SBUX Starbucks 0.5%
Value ($000) $19,635 Shares 233,030 Est. Cost $46.74 Unrealized +67.6%
WY Weyerhaeuser 0.5%
Value ($000) $18,181 Shares 636,605 Est. Cost $20.53 Unrealized +46.7%
CAT Caterpillar 0.5%
Value ($000) $17,726 Shares 108,033 Est. Cost $79.69 Unrealized +116.1%
AXP American Express 0.5%
Value ($000) $17,341 Shares 128,538 Est. Cost $64.23 Unrealized +125.7%
SSNC SS & C Technologies 0.5%
Value ($000) $17,226 Shares 360,752 Est. Cost $47.10 Unrealized +22.3%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $16,816 Shares 174,890 Est. Cost $107.41 Unrealized +3.2%
HON Honeywell International 0.5%
Value ($000) $16,592 Shares 99,369 Est. Cost $104.79 Unrealized +54.7%
TRU TransUnion 0.4%
Value ($000) $15,909 Shares 267,431 Est. Cost $75.96 Unrealized -0.7%
CMCSA Comcast Cl A 0.4%
Value ($000) $15,812 Shares 539,106 Est. Cost $30.66 Unrealized +9.8%
PFE Pfizer 0.4%
Value ($000) $14,987 Shares 342,472 Est. Cost $20.13 Unrealized +100.8%
HWM Howmet Aerospace 0.4%
Value ($000) $14,141 Shares 457,193 Est. Cost $33.58 Unrealized +3.4%
XOM Exxon Mobil 0.4%
Value ($000) $13,595 Shares 155,708 Est. Cost $56.38 Unrealized +44.3%
ORCL Oracle 0.4%
Value ($000) $12,933 Shares 211,767 Est. Cost $65.54 Unrealized +7.1%
TJX TJX Corp 0.3%
Value ($000) $12,015 Shares 193,422 Est. Cost $36.02 Unrealized +66.3%
Barrick Gold Corp 0.3%
Value ($000) $11,858 Shares 765,017 Est. Cost $21.08 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value ($000) $11,769 Shares 50,571 Est. Cost $131.73 Unrealized +71.9%
CB Chubb Ltd 0.3%
Value ($000) $11,149 Shares 61,301 Est. Cost $104.29 Unrealized +74.2%
IWR iShares Russell Midcap ETF 0.3%
Value ($000) $10,721 Shares 172,505 Est. Cost $79.84 Unrealized
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $10,583 Shares 50,300 Est. Cost $274.36 Unrealized
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $10,559 Shares 29,440 Est. Cost $437.11 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $10,493 Shares 288,596 Est. Cost $42.08 Unrealized
V Visa Incorporated 0.3%
Value ($000) $10,154 Shares 57,158 Est. Cost $140.29 Unrealized +41.4%
LMT Lockheed Martin 0.3%
Value ($000) $9,505 Shares 24,606 Est. Cost $175.71 Unrealized +116.7%
MTB M&T Bank 0.3%
Value ($000) $9,458 Shares 53,641 Est. Cost $153.40 Unrealized +3.0%
BAC Bank of America 0.2%
Value ($000) $8,649 Shares 286,402 Est. Cost $24.52 Unrealized +24.8%
ACN Accenture Plc Class A F 0.2%
Value ($000) $8,521 Shares 33,116 Est. Cost $134.29 Unrealized +104.6%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $7,969 Shares 46,625 Est. Cost $212.56 Unrealized
IWB iShares Russell 1000 Index 0.2%
Value ($000) $7,943 Shares 40,253 Est. Cost $222.59 Unrealized
WAB Wabtec Corp 0.2%
Value ($000) $7,747 Shares 95,230 Est. Cost $67.36 Unrealized +28.7%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $7,652 Shares 53,362 Est. Cost $132.70 Unrealized
CRM Salesforce.com Inc 0.2%
Value ($000) $7,449 Shares 51,790 Est. Cost $207.16 Unrealized -19.1%
IBM International Business Machine 0.2%
Value ($000) $7,447 Shares 62,680 Est. Cost $115.21 Unrealized +0.4%
ECL Ecolab 0.2%
Value ($000) $7,200 Shares 49,855 Est. Cost $123.20 Unrealized +26.7%
TXN Texas Instruments 0.2%
Value ($000) $7,200 Shares 46,518 Est. Cost $116.39 Unrealized +30.3%
META Meta Platforms Inc Class A 0.2%
Value ($000) $7,066 Shares 52,078 Est. Cost $143.76 Unrealized +12.0%
O Realty Income Corp 0.2%
Value ($000) $6,904 Shares 118,621 Est. Cost $27.65 Unrealized +107.3%
ES Eversource Energy 0.2%
Value ($000) $6,862 Shares 88,014 Est. Cost $65.34 Unrealized +16.4%
LLY Eli Lilly 0.2%
Value ($000) $6,740 Shares 20,844 Est. Cost $96.01 Unrealized +220.9%
FTV Fortive Corp 0.2%
Value ($000) $6,665 Shares 114,318 Est. Cost $35.09 Unrealized +31.3%
TMUS T-Mobile US Inc 0.2%
Value ($000) $6,640 Shares 49,491 Est. Cost $107.77 Unrealized +25.9%
VZ Verizon 0.2%
Value ($000) $6,610 Shares 174,082 Est. Cost $31.70 Unrealized +12.8%
FISV Fiserv 0.2%
Value ($000) $6,560 Shares 70,104 Est. Cost $91.39 Unrealized +11.5%
AVGO Broadcom Inc. 0.2%
Value ($000) $6,488 Shares 14,613 Est. Cost $45.51 Unrealized +5.6%
BX The Blackstone Group Inc - A 0.2%
Value ($000) $6,304 Shares 75,319 Est. Cost $40.42 Unrealized +115.9%
TRV The Travelers Companies Inc 0.2%
Value ($000) $6,233 Shares 40,684 Est. Cost $83.85 Unrealized +81.5%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $6,146 Shares 86,458 Est. Cost $41.76 Unrealized +49.2%
MMM 3M Company 0.2%
Value ($000) $6,086 Shares 55,079 Est. Cost $80.38 Unrealized +20.0%
WMT Walmart 0.2%
Value ($000) $5,889 Shares 45,404 Est. Cost $37.87 Unrealized +10.9%
USB US Bancorp 0.2%
Value ($000) $5,876 Shares 145,727 Est. Cost $26.95 Unrealized +45.5%
IVE iShares S&P 500 Value Index 0.2%
Value ($000) $5,848 Shares 45,506 Est. Cost $156.07 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $5,661 Shares 59,357 Est. Cost $68.66 Unrealized +27.6%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $5,660 Shares 155,114 Est. Cost $43.98 Unrealized
CI CIGNA Corp 0.2%
Value ($000) $5,550 Shares 20,001 Est. Cost $190.31 Unrealized +39.1%
Ansys 0.2%
Value ($000) $5,493 Shares 24,777 Est. Cost $89.30 Unrealized
EPD Enterprise Products LP 0.2%
Value ($000) $5,487 Shares 230,743 Est. Cost $47.78 Unrealized
NI Nisource 0.2%
Value ($000) $5,469 Shares 217,100 Est. Cost $7.81 Unrealized +237.2%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $5,397 Shares 84,590 Est. Cost $57.81 Unrealized +19.8%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $5,350 Shares 28,463 Est. Cost $154.07 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $5,230 Shares 23,472 Est. Cost $200.31 Unrealized +17.1%
INTU Intuit 0.1%
Value ($000) $5,206 Shares 13,441 Est. Cost $321.20 Unrealized +31.6%
AJG Arthur J Gallagher 0.1%
Value ($000) $5,099 Shares 29,779 Est. Cost $50.90 Unrealized +237.7%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $5,097 Shares 37,712 Est. Cost $139.28 Unrealized
NDSN Nordson Corp 0.1%
Value ($000) $5,070 Shares 23,883 Est. Cost $217.83 Unrealized -1.4%
Store Capital Corp 0.1%
Value ($000) $5,052 Shares 161,263 Est. Cost $27.58 Unrealized
QCOM Qualcomm 0.1%
Value ($000) $5,027 Shares 44,496 Est. Cost $103.67 Unrealized +22.5%
KMI Kinder Morgan Inc 0.1%
Value ($000) $4,962 Shares 298,203 Est. Cost $12.54 Unrealized +17.8%
DHI D R Horton Inc 0.1%
Value ($000) $4,888 Shares 72,578 Est. Cost $55.65 Unrealized +27.9%
TRP TC Energy Corp 0.1%
Value ($000) $4,713 Shares 116,970 Est. Cost $34.48 Unrealized +20.3%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $4,670 Shares 28,320 Est. Cost $185.13 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $4,585 Shares 21,868 Est. Cost $74.38 Unrealized +199.6%
ISRG Intuitive Surgical 0.1%
Value ($000) $4,458 Shares 23,785 Est. Cost $302.76 Unrealized -29.1%
ARE Alexandria Real Estate Equitie 0.1%
Value ($000) $4,387 Shares 31,294 Est. Cost $137.45 Unrealized -5.7%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $4,357 Shares 16,303 Est. Cost $307.30 Unrealized
Spirit Realty Capital Inc. 0.1%
Value ($000) $4,211 Shares 116,460 Est. Cost $39.78 Unrealized
PYPL PayPal Holdings 0.1%
Value ($000) $4,208 Shares 48,890 Est. Cost $133.89 Unrealized -33.9%
Magellan Midstream Partners LP 0.1%
Value ($000) $4,188 Shares 88,146 Est. Cost $58.88 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $4,120 Shares 25,155 Est. Cost $72.35 Unrealized +19.7%
RSP Invesco S&P 500 Equal Weight E 0.1%
Value ($000) $4,079 Shares 32,048 Est. Cost $152.71 Unrealized
WM Waste Management 0.1%
Value ($000) $4,042 Shares 25,229 Est. Cost $94.96 Unrealized +64.8%
FNV Franco Nevada Corporation 0.1%
Value ($000) $3,996 Shares 33,445 Est. Cost $133.30 Unrealized -8.6%
CL Colgate-Palmolive 0.1%
Value ($000) $3,972 Shares 56,541 Est. Cost $50.54 Unrealized +43.4%
PH Parker-Hannifin 0.1%
Value ($000) $3,858 Shares 15,920 Est. Cost $260.92 Unrealized -0.7%
GIS General Mills 0.1%
Value ($000) $3,729 Shares 48,681 Est. Cost $34.27 Unrealized +97.8%
AZO AutoZone Inc 0.1%
Value ($000) $3,631 Shares 1,695 Est. Cost $1253.17 Unrealized +73.8%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $3,627 Shares 36,407 Est. Cost $49.14 Unrealized
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $3,570 Shares 18,296 Est. Cost $135.43 Unrealized
TGT Target 0.1%
Value ($000) $3,549 Shares 23,919 Est. Cost $98.64 Unrealized +44.9%
CME CME Group Inc 0.1%
Value ($000) $3,320 Shares 18,745 Est. Cost $42.73 Unrealized +299.0%
NVR Inc 0.1%
Value ($000) $3,317 Shares 832 Est. Cost $2851.97 Unrealized
TE Connectivity Limited 0.1%
Value ($000) $3,274 Shares 29,666 Est. Cost $72.63 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $3,252 Shares 8 Est. Cost $207911.78 Unrealized +105.9%
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $3,209 Shares 133,043 Est. Cost $34.99 Unrealized
FAST Fastenal Company 0.1%
Value ($000) $3,176 Shares 68,982 Est. Cost $11.23 Unrealized +106.6%
ILMN Illumina Inc 0.1%
Value ($000) $3,109 Shares 16,293 Est. Cost $258.23 Unrealized -23.4%
CARR Carrier Global Corp 0.1%
Value ($000) $3,106 Shares 87,342 Est. Cost $28.41 Unrealized +32.4%
WFC Wells Fargo 0.1%
Value ($000) $3,070 Shares 76,328 Est. Cost $37.56 Unrealized +4.8%
AMGN Amgen 0.1%
Value ($000) $3,066 Shares 13,601 Est. Cost $166.87 Unrealized +30.6%
FSLR First Solar Inc 0.1%
Value ($000) $3,059 Shares 23,124 Est. Cost $65.48 Unrealized +63.7%
STT State Street 0.1%
Value ($000) $3,053 Shares 50,209 Est. Cost $49.31 Unrealized +23.1%
MTD Mettler-Toledo International 0.1%
Value ($000) $3,044 Shares 2,808 Est. Cost $603.15 Unrealized +106.0%
NVS Novartis A G ADR 0.1%
Value ($000) $2,991 Shares 39,353 Est. Cost $75.47 Unrealized
INTC Intel 0.1%
Value ($000) $2,980 Shares 115,652 Est. Cost $32.81 Unrealized -1.5%
D Dominion Energy 0.1%
Value ($000) $2,941 Shares 42,554 Est. Cost $36.75 Unrealized +86.0%
KMB Kimberly-Clark 0.1%
Value ($000) $2,845 Shares 25,278 Est. Cost $86.85 Unrealized +31.6%
ADI Analog Devices Inc 0.1%
Value ($000) $2,817 Shares 20,219 Est. Cost $35.99 Unrealized +313.9%
GILD Gilead Sciences 0.1%
Value ($000) $2,689 Shares 43,596 Est. Cost $54.09 Unrealized +3.1%
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $2,661 Shares 35,378 Est. Cost $91.85 Unrealized -8.5%
Verint Systems Inc 0.1%
Value ($000) $2,644 Shares 78,740 Est. Cost $51.70 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $2,621 Shares 46,788 Est. Cost $73.28 Unrealized
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $2,557 Shares 11,662 Est. Cost $236.04 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $2,479 Shares 8,120 Est. Cost $313.18 Unrealized +11.0%
EMR Emerson Electric 0.1%
Value ($000) $2,466 Shares 33,675 Est. Cost $48.79 Unrealized +59.1%
TSCO Tractor Supply Company 0.1%
Value ($000) $2,421 Shares 13,026 Est. Cost $18.38 Unrealized +99.6%
GS Goldman Sachs 0.1%
Value ($000) $2,367 Shares 8,076 Est. Cost $325.50 Unrealized -8.7%
Linde Plc 0.1%
Value ($000) $2,283 Shares 8,469 Est. Cost $156.06 Unrealized
CTRA Coterra Energy Inc 0.1%
Value ($000) $2,237 Shares 85,648 Est. Cost $23.75 Unrealized +4.1%
VEU Vanguard FTSE All-World Ex-US 0.1%
Value ($000) $2,144 Shares 48,339 Est. Cost $59.65 Unrealized
Enphase Energy Inc 0.1%
Value ($000) $2,139 Shares 7,708 Est. Cost $171.85 Unrealized
KEYS Keysight Technologies Inc 0.1%
Value ($000) $2,103 Shares 13,364 Est. Cost $103.42 Unrealized +54.8%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $2,072 Shares 11,543 Est. Cost $113.19 Unrealized
H Hyatt Hotels Corp Cl A 0.1%
Value ($000) $2,048 Shares 25,295 Est. Cost $79.49 Unrealized +5.7%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $2,032 Shares 6,190 Est. Cost $369.59 Unrealized
XLF Financial Select Sectors SPDR 0.1%
Value ($000) $2,031 Shares 66,899 Est. Cost $35.35 Unrealized
IFF Int'l Flavors & Fragrances 0.1%
Value ($000) $2,025 Shares 22,298 Est. Cost $112.95 Unrealized -8.0%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $2,016 Shares 12,887 Est. Cost $106.25 Unrealized +59.0%
DT Dynatrace Inc 0.1%
Value ($000) $1,970 Shares 56,586 Est. Cost $39.04 Unrealized -1.0%
PM Philip Morris International 0.1%
Value ($000) $1,885 Shares 22,714 Est. Cost $55.56 Unrealized +45.7%
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $1,856 Shares 53,220 Est. Cost $48.47 Unrealized
UPS United Parcel Service Class B 0.1%
Value ($000) $1,849 Shares 11,445 Est. Cost $138.58 Unrealized +15.8%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $1,795 Shares 55,470 Est. Cost $41.99 Unrealized -24.5%
DOW Dow Inc 0.0%
Value ($000) $1,734 Shares 39,481 Est. Cost $35.41 Unrealized +17.1%
WAT Waters Corp 0.0%
Value ($000) $1,690 Shares 6,272 Est. Cost $144.63 Unrealized +120.7%
VMI Valmont Industries Inc 0.0%
Value ($000) $1,650 Shares 6,143 Est. Cost $264.26 Unrealized 0.0%
MTDR Matador Resources Co 0.0%
Value ($000) $1,648 Shares 33,688 Est. Cost $47.27 Unrealized +14.2%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $1,641 Shares 36,026 Est. Cost $37.65 Unrealized +14.1%
EOG EOG Resources 0.0%
Value ($000) $1,623 Shares 14,523 Est. Cost $90.63 Unrealized +7.8%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,620 Shares 7,546 Est. Cost $131.30 Unrealized +74.3%
Vanguard Russell 1000 Value ET 0.0%
Value ($000) $1,586 Shares 26,578 Est. Cost $68.16 Unrealized
Brookfield Asset Management In 0.0%
Value ($000) $1,582 Shares 38,701 Est. Cost $41.75 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $1,572 Shares 19,021 Est. Cost $105.43 Unrealized -8.7%
BAX Baxter International 0.0%
Value ($000) $1,568 Shares 29,108 Est. Cost $53.80 Unrealized +2.8%
ITW Illinois Tool Works 0.0%
Value ($000) $1,545 Shares 8,551 Est. Cost $111.52 Unrealized +62.9%
TSM Taiwan Semiconductor Mft Co Lt 0.0%
Value ($000) $1,543 Shares 22,504 Est. Cost $92.60 Unrealized
VGT Vanguard Information Techology 0.0%
Value ($000) $1,463 Shares 4,759 Est. Cost $119.23 Unrealized
DUK Duke Energy 0.0%
Value ($000) $1,455 Shares 15,641 Est. Cost $49.11 Unrealized +91.4%
NVDA Nvidia Corp 0.0%
Value ($000) $1,444 Shares 11,893 Est. Cost $20.85 Unrealized -24.3%
HSY Hershey Foods 0.0%
Value ($000) $1,360 Shares 6,169 Est. Cost $99.07 Unrealized +107.2%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1,351 Shares 1,961 Est. Cost $573.41 Unrealized +9.2%
ODFL Old Dominion Freight Line 0.0%
Value ($000) $1,337 Shares 5,375 Est. Cost $115.84 Unrealized +17.2%
DVN Devon Energy 0.0%
Value ($000) $1,328 Shares 22,089 Est. Cost $47.51 Unrealized +11.4%
GD General Dynamics 0.0%
Value ($000) $1,321 Shares 6,228 Est. Cost $163.41 Unrealized +29.0%
CSX CSX 0.0%
Value ($000) $1,311 Shares 49,205 Est. Cost $32.70 Unrealized -9.5%
MDT Medtronic PLC 0.0%
Value ($000) $1,289 Shares 15,962 Est. Cost $99.17 Unrealized -18.5%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,270 Shares 10,692 Est. Cost $111.97 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $1,240 Shares 3,675 Est. Cost $342.98 Unrealized +11.3%
TECH Bio-Techne Corp 0.0%
Value ($000) $1,227 Shares 4,321 Est. Cost $46.30 Unrealized +83.7%
MS Morgan Stanley 0.0%
Value ($000) $1,226 Shares 15,523 Est. Cost $73.02 Unrealized +3.0%
PCH Potlatch Corporation 0.0%
Value ($000) $1,202 Shares 29,293 Est. Cost $40.67 Unrealized
ROST Ross Stores 0.0%
Value ($000) $1,199 Shares 14,229 Est. Cost $62.81 Unrealized +30.2%
CHD Church & Dwight 0.0%
Value ($000) $1,174 Shares 16,430 Est. Cost $46.47 Unrealized +78.3%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,163 Shares 9,940 Est. Cost $137.65 Unrealized
PAYX Paychex 0.0%
Value ($000) $1,160 Shares 10,339 Est. Cost $37.61 Unrealized +198.1%
OMC Omnicom 0.0%
Value ($000) $1,160 Shares 18,390 Est. Cost $50.99 Unrealized +18.2%
GE General Electric 0.0%
Value ($000) $1,144 Shares 18,471 Est. Cost $64.37 Unrealized -32.9%
CCJ Cameco Corporation 0.0%
Value ($000) $1,142 Shares 43,089 Est. Cost $25.34 Unrealized 0.0%
CCOI Cogent Communications Group 0.0%
Value ($000) $1,126 Shares 21,596 Est. Cost $35.80 Unrealized +31.4%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,126 Shares 19,459 Est. Cost $79.73 Unrealized
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $1,125 Shares 4,465 Est. Cost $154.72 Unrealized +62.0%
CFG Citizens Financial Group 0.0%
Value ($000) $1,108 Shares 32,241 Est. Cost $25.97 Unrealized +22.5%
AWK American Water Works Company I 0.0%
Value ($000) $1,102 Shares 8,465 Est. Cost $44.85 Unrealized +212.1%
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $1,056 Shares 4,561 Est. Cost $82.22 Unrealized +258.8%
YUM Yum Brands Inc 0.0%
Value ($000) $1,055 Shares 9,922 Est. Cost $83.70 Unrealized +29.9%
T AT & T 0.0%
Value ($000) $1,047 Shares 68,270 Est. Cost $14.91 Unrealized +1.2%
AGCO Agco Corp 0.0%
Value ($000) $1,045 Shares 10,869 Est. Cost $119.54 Unrealized -21.3%
CLVT Clarivate Plc 0.0%
Value ($000) $1,042 Shares 110,922 Est. Cost $13.84 Unrealized -8.6%
TPL Texas Pacific Land 0.0%
Value ($000) $1,041 Shares 586 Est. Cost $156.67 Unrealized +18.5%
GWW Grainger W W 0.0%
Value ($000) $1,030 Shares 2,105 Est. Cost $223.13 Unrealized +128.6%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1,011 Shares 28,228 Est. Cost $20.50 Unrealized +67.9%
HUM Humana 0.0%
Value ($000) $1,002 Shares 2,065 Est. Cost $339.87 Unrealized +38.1%
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $997 Shares 3,471 Est. Cost $363.28 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $991 Shares 12,230 Est. Cost $80.38 Unrealized +11.7%
MO Altria Group Inc 0.0%
Value ($000) $984 Shares 24,351 Est. Cost $29.30 Unrealized +12.9%
UTL Unitil Corp 0.0%
Value ($000) $974 Shares 20,976 Est. Cost $29.13 Unrealized +85.8%
BlackRock Inc 0.0%
Value ($000) $971 Shares 1,764 Est. Cost $571.61 Unrealized
PWR Quanta Services 0.0%
Value ($000) $963 Shares 7,560 Est. Cost $105.51 Unrealized +28.9%
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $961 Shares 11,031 Est. Cost $105.73 Unrealized
LHX L3Harris Technoligies Inc 0.0%
Value ($000) $952 Shares 4,579 Est. Cost $183.16 Unrealized +17.1%
RJF Raymond James Financial Inc 0.0%
Value ($000) $940 Shares 9,515 Est. Cost $57.80 Unrealized +66.4%
National Instruments 0.0%
Value ($000) $931 Shares 24,656 Est. Cost $41.26 Unrealized
PCTY Paylocity Holding Corp 0.0%
Value ($000) $926 Shares 3,832 Est. Cost $194.67 Unrealized +18.0%
HSIC Henry Schein 0.0%
Value ($000) $920 Shares 13,985 Est. Cost $55.41 Unrealized +34.0%
HUBB Hubbell Inc 0.0%
Value ($000) $891 Shares 3,997 Est. Cost $178.41 Unrealized +12.1%
ASO Academy Sport and Outdoors Inc 0.0%
Value ($000) $867 Shares 20,560 Est. Cost $39.00 Unrealized +9.3%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $844 Shares 10,493 Est. Cost $50.84 Unrealized +46.1%
PSX Phillips 66 0.0%
Value ($000) $842 Shares 10,434 Est. Cost $68.44 Unrealized +10.2%
Altair Engineering 0.0%
Value ($000) $837 Shares 18,918 Est. Cost $45.15 Unrealized
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $834 Shares 19,689 Est. Cost $52.94 Unrealized
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $834 Shares 7,780 Est. Cost $122.93 Unrealized
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $832 Shares 8,663 Est. Cost $122.17 Unrealized
C Citigroup 0.0%
Value ($000) $830 Shares 19,917 Est. Cost $52.03 Unrealized -16.1%
BK Bank of New York Mellon 0.0%
Value ($000) $821 Shares 21,301 Est. Cost $26.72 Unrealized +44.8%
TT Trane Technologies 0.0%
Value ($000) $820 Shares 5,665 Est. Cost $102.27 Unrealized +40.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $807 Shares 7,234 Est. Cost $127.51 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $806 Shares 5,928 Est. Cost $142.91 Unrealized
AFL AFLAC 0.0%
Value ($000) $783 Shares 13,933 Est. Cost $40.42 Unrealized +35.0%
HLT Hilton 0.0%
Value ($000) $778 Shares 6,447 Est. Cost $143.00 Unrealized -12.5%
GLW Corning 0.0%
Value ($000) $777 Shares 26,787 Est. Cost $26.08 Unrealized +17.9%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $777 Shares 2,682 Est. Cost $236.08 Unrealized +21.9%
CLX Clorox 0.0%
Value ($000) $776 Shares 6,047 Est. Cost $138.62 Unrealized -7.0%
BA Boeing 0.0%
Value ($000) $767 Shares 6,336 Est. Cost $231.21 Unrealized -33.7%
SPDR S&P 400 ETF Trust 0.0%
Value ($000) $766 Shares 1,908 Est. Cost $500.40 Unrealized
SLB Schlumberger 0.0%
Value ($000) $753 Shares 20,967 Est. Cost $36.30 Unrealized -8.0%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $750 Shares 10,415 Est. Cost $74.63 Unrealized
FCX Freeport McMoRan 0.0%
Value ($000) $748 Shares 27,387 Est. Cost $37.44 Unrealized -25.5%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $735 Shares 8,407 Est. Cost $84.60 Unrealized +10.6%
EWBC East West Bancorp 0.0%
Value ($000) $718 Shares 10,691 Est. Cost $37.94 Unrealized +69.9%
DEO Diageo Plc ADR 0.0%
Value ($000) $706 Shares 4,160 Est. Cost $139.00 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $706 Shares 8,622 Est. Cost $120.68 Unrealized -22.5%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $705 Shares 1,003 Est. Cost $37.24 Unrealized +25.2%
CTVA Corteva Inc 0.0%
Value ($000) $697 Shares 12,204 Est. Cost $29.26 Unrealized +92.0%
AMLP Alerian MLP 0.0%
Value ($000) $696 Shares 19,035 Est. Cost $20.29 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $695 Shares 4,681 Est. Cost $231.41 Unrealized -15.4%
TSLA Tesla Motors Inc 0.0%
Value ($000) $689 Shares 2,598 Est. Cost $259.47 Unrealized +7.6%
RXST RxSight Inc 0.0%
Value ($000) $688 Shares 57,334 Est. Cost $13.46 Unrealized +2.0%
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $687 Shares 4,825 Est. Cost $182.96 Unrealized
ITOT iShares Core S&P Total US 0.0%
Value ($000) $685 Shares 8,611 Est. Cost $79.55 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $681 Shares 6,077 Est. Cost $72.24 Unrealized +67.5%
RSG Republic Services 0.0%
Value ($000) $674 Shares 4,957 Est. Cost $104.61 Unrealized +27.9%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $671 Shares 5,075 Est. Cost $47.52 Unrealized +147.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $666 Shares 6,367 Est. Cost $104.32 Unrealized +2.1%
MORN Morningstar Inc 0.0%
Value ($000) $641 Shares 3,021 Est. Cost $68.45 Unrealized +247.4%
SNPS Synopsys Inc 0.0%
Value ($000) $634 Shares 2,075 Est. Cost $106.80 Unrealized +217.0%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $633 Shares 6,374 Est. Cost $69.68 Unrealized +24.7%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $624 Shares 5,943 Est. Cost $70.46 Unrealized +44.4%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $619 Shares 11,291 Est. Cost $63.66 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $613 Shares 7,405 Est. Cost $90.05 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $611 Shares 19,388 Est. Cost $36.45 Unrealized
EL Estee Lauder 0.0%
Value ($000) $593 Shares 2,748 Est. Cost $290.35 Unrealized -17.2%
EBAY Ebay 0.0%
Value ($000) $586 Shares 15,929 Est. Cost $53.67 Unrealized -22.3%
ADSK Autodesk 0.0%
Value ($000) $579 Shares 3,099 Est. Cost $196.90 Unrealized +2.6%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $568 Shares 8,514 Est. Cost $72.17 Unrealized
PPG PPG Industries 0.0%
Value ($000) $560 Shares 5,063 Est. Cost $88.65 Unrealized +29.6%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $554 Shares 10,527 Est. Cost $66.20 Unrealized
SHEL Shell Plc ADR 0.0%
Value ($000) $554 Shares 11,129 Est. Cost $54.65 Unrealized
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $551 Shares 6,318 Est. Cost $106.98 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $551 Shares 10,750 Est. Cost $49.62 Unrealized +0.3%
ELV Elevance Health Inc 0.0%
Value ($000) $550 Shares 1,211 Est. Cost $226.84 Unrealized +100.7%
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $541 Shares 5,324 Est. Cost $121.85 Unrealized
SO Southern Co 0.0%
Value ($000) $536 Shares 7,888 Est. Cost $47.44 Unrealized +41.1%
MSCI MSCI Inc 0.0%
Value ($000) $532 Shares 1,261 Est. Cost $476.24 Unrealized -7.5%
PNC PNC Financial 0.0%
Value ($000) $532 Shares 3,563 Est. Cost $128.21 Unrealized +10.8%
Thomson Reuters Corporation 0.0%
Value ($000) $531 Shares 5,179 Est. Cost $48.27 Unrealized
DOV Dover Corp 0.0%
Value ($000) $526 Shares 4,509 Est. Cost $112.31 Unrealized +8.9%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $526 Shares 3,085 Est. Cost $172.36 Unrealized +6.1%
ALL Allstate 0.0%
Value ($000) $526 Shares 4,227 Est. Cost $110.23 Unrealized +4.0%
ROP Roper Industries Inc 0.0%
Value ($000) $518 Shares 1,441 Est. Cost $430.19 Unrealized -7.4%
EA Electronic Arts 0.0%
Value ($000) $514 Shares 4,445 Est. Cost $97.16 Unrealized +27.8%
MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $513 Shares 8,760 Est. Cost $83.90 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $512 Shares 18,000 Est. Cost $32.95 Unrealized -7.8%
MAR Marriott International 0.0%
Value ($000) $510 Shares 3,638 Est. Cost $154.48 Unrealized -4.4%
IP International Paper 0.0%
Value ($000) $502 Shares 15,843 Est. Cost $30.51 Unrealized +14.8%
VMWare Inc. Class A Com 0.0%
Value ($000) $501 Shares 4,704 Est. Cost $113.93 Unrealized
Assurant Inc 0.0%
Value ($000) $499 Shares 3,435 Est. Cost $145.27 Unrealized
LECO Lincoln Electric 0.0%
Value ($000) $498 Shares 3,960 Est. Cost $78.18 Unrealized +72.6%
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $497 Shares 1,240 Est. Cost $382.47 Unrealized +5.3%
XEL XCEL Energy 0.0%
Value ($000) $494 Shares 7,719 Est. Cost $41.09 Unrealized +57.8%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $489 Shares 6,101 Est. Cost $81.66 Unrealized
PGR Progressive 0.0%
Value ($000) $480 Shares 4,127 Est. Cost $43.95 Unrealized +149.9%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $479 Shares 7,567 Est. Cost $128.19 Unrealized -33.6%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $477 Shares 3,940 Est. Cost $129.43 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $473 Shares 8,409 Est. Cost $38.51 Unrealized +48.9%
GPC Genuine Parts 0.0%
Value ($000) $467 Shares 3,125 Est. Cost $116.15 Unrealized +18.3%
KKR KKR & Co Inc 0.0%
Value ($000) $467 Shares 10,866 Est. Cost $28.76 Unrealized +71.0%
ETN Eaton Corp PLC 0.0%
Value ($000) $464 Shares 3,479 Est. Cost $110.97 Unrealized +20.2%
CDXS Codexis Inc 0.0%
Value ($000) $463 Shares 76,482 Est. Cost $10.08 Unrealized -20.2%
MCHP Microchip Technology 0.0%
Value ($000) $455 Shares 7,452 Est. Cost $51.57 Unrealized +17.6%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $450 Shares 35,122 Est. Cost $15.09 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $447 Shares 4,123 Est. Cost $100.68 Unrealized 0.0%
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $446 Shares 1,612 Est. Cost $363.71 Unrealized
WBS Webster Financial 0.0%
Value ($000) $437 Shares 9,667 Est. Cost $42.54 Unrealized +8.8%
EMN Eastman Chemical 0.0%
Value ($000) $435 Shares 6,124 Est. Cost $96.59 Unrealized -18.6%
WST West Pharmaceutical Services I 0.0%
Value ($000) $421 Shares 1,709 Est. Cost $174.89 Unrealized +72.6%
BR Broadridge Financial Solutions 0.0%
Value ($000) $417 Shares 2,887 Est. Cost $148.87 Unrealized +2.8%
HPQ HP Inc 0.0%
Value ($000) $414 Shares 16,600 Est. Cost $10.49 Unrealized +157.3%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $414 Shares 7,202 Est. Cost $56.16 Unrealized +10.3%
CMI Cummins Inc 0.0%
Value ($000) $408 Shares 2,003 Est. Cost $205.83 Unrealized -4.7%
SBGSY Schneider Elect SA-Unsp Adr 0.0%
Value ($000) $406 Shares 18,056 Est. Cost $22.49 Unrealized
SJM Smucker 0.0%
Value ($000) $405 Shares 2,948 Est. Cost $77.43 Unrealized +56.6%
WEC WEC Energy Group Inc 0.0%
Value ($000) $399 Shares 4,466 Est. Cost $43.81 Unrealized +107.1%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $398 Shares 5,958 Est. Cost $76.43 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $396 Shares 6,125 Est. Cost $23.93 Unrealized +67.1%
Lexington Realty Trust 0.0%
Value ($000) $394 Shares 43,015 Est. Cost $10.12 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $380 Shares 2,337 Est. Cost $171.67 Unrealized -0.6%
Ceridian HCM Holding Inc 0.0%
Value ($000) $374 Shares 6,700 Est. Cost $37.60 Unrealized
Kellogg 0.0%
Value ($000) $374 Shares 5,369 Est. Cost $41.61 Unrealized +47.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $367 Shares 4,292 Est. Cost $40.35 Unrealized +113.8%
DD DuPont De Nemours Inc 0.0%
Value ($000) $356 Shares 7,070 Est. Cost $28.01 Unrealized -20.6%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $354 Shares 4,513 Est. Cost $110.43 Unrealized
LNC Lincoln National 0.0%
Value ($000) $351 Shares 8,000 Est. Cost $35.63 Unrealized +10.1%
MOS Mosaic Company 0.0%
Value ($000) $351 Shares 7,266 Est. Cost $35.13 Unrealized +34.3%
PHM Pultegroup Inc. 0.0%
Value ($000) $344 Shares 9,172 Est. Cost $40.52 Unrealized +0.7%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $339 Shares 4,164 Est. Cost $113.51 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $334 Shares 1,101 Est. Cost $451.58 Unrealized -5.3%
ASML ASML Holding NV NY Registry Sh 0.0%
Value ($000) $333 Shares 801 Est. Cost $594.73 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $332 Shares 202 Est. Cost $1819.68 Unrealized +1.6%
GGG Graco Inc 0.0%
Value ($000) $329 Shares 5,488 Est. Cost $68.40 Unrealized -10.3%
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $326 Shares 5,211 Est. Cost $70.79 Unrealized
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $324 Shares 3,595 Est. Cost $109.68 Unrealized
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $318 Shares 4,226 Est. Cost $87.55 Unrealized
IDXX IDEXX Labs 0.0%
Value ($000) $317 Shares 973 Est. Cost $367.34 Unrealized 0.0%
EQIX Equinix Inc 0.0%
Value ($000) $311 Shares 546 Est. Cost $566.89 Unrealized +7.5%
HEI Heico Corp 0.0%
Value ($000) $310 Shares 2,150 Est. Cost $131.33 Unrealized +14.2%
KEY KeyCorp 0.0%
Value ($000) $306 Shares 19,103 Est. Cost $20.30 Unrealized -26.7%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $305 Shares 4,151 Est. Cost $101.18 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $304 Shares 3,388 Est. Cost $100.71 Unrealized -16.0%
TTWO Take-Two Interactive Software 0.0%
Value ($000) $300 Shares 2,751 Est. Cost $135.45 Unrealized -8.3%
VFC V F Corp 0.0%
Value ($000) $299 Shares 10,002 Est. Cost $58.37 Unrealized -26.1%
RPM RPM International Inc 0.0%
Value ($000) $297 Shares 3,565 Est. Cost $53.54 Unrealized +65.9%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $297 Shares 8,284 Est. Cost $39.10 Unrealized
AEP American Electric Power 0.0%
Value ($000) $295 Shares 3,414 Est. Cost $81.11 Unrealized +7.4%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $292 Shares 3,071 Est. Cost $78.98 Unrealized +20.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $288 Shares 3,355 Est. Cost $89.85 Unrealized -9.3%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $281 Shares 5,931 Est. Cost $47.11 Unrealized +2.0%
EXR Extra Space Storage Inc 0.0%
Value ($000) $281 Shares 1,627 Est. Cost $148.27 Unrealized +10.2%
ALGN Align Technology Inc 0.0%
Value ($000) $281 Shares 1,355 Est. Cost $159.27 Unrealized +61.6%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $280 Shares 1,572 Est. Cost $288.66 Unrealized -20.6%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $279 Shares 3,675 Est. Cost $96.87 Unrealized
Unilever Plc Sponsored ADR 0.0%
Value ($000) $276 Shares 6,289 Est. Cost $60.11 Unrealized
COLD Americold Realty Trust 0.0%
Value ($000) $269 Shares 10,925 Est. Cost $37.82 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $269 Shares 3,744 Est. Cost $75.94 Unrealized -12.8%
WMB Williams Cos 0.0%
Value ($000) $267 Shares 9,338 Est. Cost $25.63 Unrealized +8.8%
ICE IntercontinentalExchange Group 0.0%
Value ($000) $267 Shares 2,956 Est. Cost $124.64 Unrealized -23.1%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $265 Shares 1,555 Est. Cost $180.06 Unrealized
JCI Johnson Controls 0.0%
Value ($000) $263 Shares 5,349 Est. Cost $63.83 Unrealized -22.2%
MCO Moody's Corp 0.0%
Value ($000) $262 Shares 1,076 Est. Cost $345.91 Unrealized -18.4%
XYZ Block Inc 0.0%
Value ($000) $253 Shares 4,603 Est. Cost $151.28 Unrealized -53.2%
Aptiv Plc 0.0%
Value ($000) $247 Shares 3,163 Est. Cost $80.23 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $247 Shares 1,999 Est. Cost $130.95 Unrealized
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $244 Shares 15,695 Est. Cost $23.38 Unrealized
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $241 Shares 1,667 Est. Cost $147.57 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $237 Shares 986 Est. Cost $204.45 Unrealized +13.5%
CCC CCC Intelligent Solutions Hold 0.0%
Value ($000) $237 Shares 26,000 Est. Cost $9.19 Unrealized +3.0%
Ginkgo Bioworks Holdings Inc 0.0%
Value ($000) $232 Shares 74,418 Est. Cost $3.92 Unrealized
Paramount Global Class B 0.0%
Value ($000) $230 Shares 12,097 Est. Cost $24.22 Unrealized
CLH Clean Harbors 0.0%
Value ($000) $229 Shares 2,078 Est. Cost $107.08 Unrealized 0.0%
IR Ingersoll Rand Inc 0.0%
Value ($000) $225 Shares 5,193 Est. Cost $41.79 Unrealized +12.3%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $219 Shares 3,351 Est. Cost $106.93 Unrealized -32.2%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $218 Shares 3,465 Est. Cost $81.10 Unrealized
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $215 Shares 2,612 Est. Cost $88.99 Unrealized
Agilent Technologies 0.0%
Value ($000) $215 Shares 1,765 Est. Cost $121.81 Unrealized
NUE Nucor 0.0%
Value ($000) $214 Shares 2,004 Est. Cost $115.55 Unrealized +3.1%
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $214 Shares 1,480 Est. Cost $137.84 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $212 Shares 987 Est. Cost $268.27 Unrealized -18.0%
SII Sprott Inc 0.0%
Value ($000) $209 Shares 6,224 Est. Cost $33.17 Unrealized 0.0%
LULU LuLuLemon Athletica Inc 0.0%
Value ($000) $209 Shares 746 Est. Cost $404.24 Unrealized -23.3%
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $208 Shares 2,746 Est. Cost $133.35 Unrealized -36.1%
VYM Vanguard High Dvd Yield ETF 0.0%
Value ($000) $205 Shares 2,165 Est. Cost $94.69 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $202 Shares 1,650 Est. Cost $62.67 Unrealized +96.7%
MET Metlife Inc 0.0%
Value ($000) $201 Shares 3,312 Est. Cost $60.10 Unrealized -4.1%
IGV iShares North America Tech 0.0%
Value ($000) $200 Shares 800 Est. Cost $168.82 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $199 Shares 16,600 Est. Cost $7.57 Unrealized +62.8%
WBD Warner Brothers Discovery Inc 0.0%
Value ($000) $159 Shares 13,805 Est. Cost $18.55 Unrealized -26.7%
VRT Vertiv Holdings LLC 0.0%
Value ($000) $131 Shares 13,500 Est. Cost $11.82 Unrealized -5.3%
PACB Pacific Biosciences of Califor 0.0%
Value ($000) $126 Shares 21,658 Est. Cost $5.74 Unrealized 0.0%
ILPT Industrial Logistics Prop Wi 0.0%
Value ($000) $97 Shares 17,640 Est. Cost $19.20 Unrealized
BBDC Barings BDC Inc 0.0%
Value ($000) $91 Shares 11,000 Est. Cost $6.94 Unrealized -6.2%
Blackrock Income Trust Inc 0.0%
Value ($000) $53 Shares 12,833 Est. Cost $4.13 Unrealized
CTSO CytoSorbents Corp 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $9.47 Unrealized -79.4%
OWLTW Owlet Inc Warrants 7/15/26 0.0%
Value ($000) $2 Shares 18,000 Est. Cost $0.78 Unrealized