BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 8, 2023

Total Value ($000): $4,194,924 (100.0% shares, 0.0% debt)

Holdings (427)

MSFT Microsoft 5.2%
Value ($000) $219,931 Shares 762,855 Est. Cost $42.20 Unrealized +491.2%
AAPL Apple Inc 4.7%
Value ($000) $198,446 Shares 1,203,432 Est. Cost $86.22 Unrealized +68.7%
JPM J P Morgan Chase 3.0%
Value ($000) $126,371 Shares 969,771 Est. Cost $51.88 Unrealized +147.0%
DHR Danaher 2.9%
Value ($000) $123,318 Shares 489,280 Est. Cost $50.94 Unrealized +339.9%
GOOGL Alphabet Inc. Class A 2.7%
Value ($000) $111,387 Shares 1,073,816 Est. Cost $106.53 Unrealized -10.6%
TMO Thermo Fisher Scientific 2.4%
Value ($000) $102,153 Shares 177,235 Est. Cost $131.41 Unrealized +325.2%
PEP Pepsico 2.4%
Value ($000) $98,835 Shares 542,155 Est. Cost $71.73 Unrealized +121.3%
DE Deere 1.9%
Value ($000) $80,630 Shares 195,286 Est. Cost $147.90 Unrealized +168.5%
MRSH Marsh & McLennan 1.9%
Value ($000) $80,412 Shares 482,809 Est. Cost $33.90 Unrealized +370.0%
BRK/B Berkshire Hathaway Cl B 1.9%
Value ($000) $78,282 Shares 253,528 Est. Cost $156.92 Unrealized +96.4%
COST Costco 1.8%
Value ($000) $76,329 Shares 153,619 Est. Cost $468.82 Unrealized +0.5%
ADBE Adobe Inc 1.7%
Value ($000) $69,466 Shares 180,257 Est. Cost $211.76 Unrealized +67.8%
RTX Raytheon Technologies 1.6%
Value ($000) $65,427 Shares 668,101 Est. Cost $69.11 Unrealized +33.5%
HD Home Depot 1.5%
Value ($000) $63,649 Shares 215,670 Est. Cost $110.00 Unrealized +158.8%
UNH United Health Group 1.5%
Value ($000) $62,438 Shares 132,119 Est. Cost $255.89 Unrealized +78.7%
SPY SPDR S&P 500 ETF Index 1.5%
Value ($000) $61,061 Shares 149,152 Est. Cost $396.24 Unrealized
JNJ Johnson & Johnson 1.4%
Value ($000) $60,612 Shares 391,043 Est. Cost $77.78 Unrealized +90.1%
MRK Merck 1.4%
Value ($000) $59,618 Shares 560,370 Est. Cost $36.40 Unrealized +171.1%
COP Conoco Phillips 1.4%
Value ($000) $56,797 Shares 572,489 Est. Cost $44.23 Unrealized +124.9%
AMZN Amazon.com 1.3%
Value ($000) $56,314 Shares 545,206 Est. Cost $121.61 Unrealized -20.6%
GLD SPDR Gold Shares 1.3%
Value ($000) $55,443 Shares 302,604 Est. Cost $142.81 Unrealized
SHW Sherwin-Williams 1.2%
Value ($000) $52,146 Shares 231,999 Est. Cost $233.88 Unrealized -4.7%
NOC Northrop Grumman 1.2%
Value ($000) $50,861 Shares 110,156 Est. Cost $320.34 Unrealized +38.0%
AEM Agnico Eagle Mines 1.2%
Value ($000) $50,307 Shares 986,987 Est. Cost $46.78 Unrealized +2.8%
CNI Canadian National Railway 1.2%
Value ($000) $49,537 Shares 419,915 Est. Cost $82.85 Unrealized +34.5%
MA Mastercard Inc Cl A 1.2%
Value ($000) $48,994 Shares 134,817 Est. Cost $108.01 Unrealized +230.9%
IQV IQVIA Holdings 1.1%
Value ($000) $48,152 Shares 242,102 Est. Cost $162.16 Unrealized +31.8%
MCD McDonalds 1.1%
Value ($000) $46,560 Shares 166,516 Est. Cost $82.97 Unrealized +201.9%
CVX Chevron Corp 1.1%
Value ($000) $44,370 Shares 271,941 Est. Cost $88.68 Unrealized +67.4%
BSX Boston Scientific 1.0%
Value ($000) $42,183 Shares 843,164 Est. Cost $43.34 Unrealized +8.7%
ABBV Abbvie Inc 1.0%
Value ($000) $41,085 Shares 257,794 Est. Cost $58.31 Unrealized +136.9%
MDLZ Mondelez International 0.9%
Value ($000) $39,770 Shares 570,424 Est. Cost $30.83 Unrealized +98.2%
FTV Fortive Corp 0.9%
Value ($000) $39,589 Shares 580,734 Est. Cost $45.27 Unrealized +9.8%
PG Procter & Gamble 0.9%
Value ($000) $37,459 Shares 251,929 Est. Cost $83.18 Unrealized +60.1%
UNP Union Pacific 0.9%
Value ($000) $37,176 Shares 184,715 Est. Cost $78.89 Unrealized +140.1%
NKE Nike Inc Class B 0.9%
Value ($000) $36,639 Shares 298,752 Est. Cost $49.88 Unrealized +134.0%
CSCO Cisco Systems 0.9%
Value ($000) $36,579 Shares 699,740 Est. Cost $24.95 Unrealized +79.8%
INTU Intuit 0.9%
Value ($000) $36,415 Shares 81,679 Est. Cost $389.42 Unrealized +3.5%
APH Amphenol 0.9%
Value ($000) $35,862 Shares 438,839 Est. Cost $20.95 Unrealized +83.7%
ZTS Zoetis Inc 0.9%
Value ($000) $35,725 Shares 214,644 Est. Cost $37.60 Unrealized +322.9%
ABT Abbott Labs 0.8%
Value ($000) $35,121 Shares 346,839 Est. Cost $34.71 Unrealized +188.1%
ENB Enbridge Inc 0.7%
Value ($000) $29,192 Shares 765,607 Est. Cost $24.53 Unrealized +32.2%
ADP Automatic Data Processing 0.7%
Value ($000) $28,662 Shares 128,744 Est. Cost $55.85 Unrealized +278.6%
FISV Fiserv 0.7%
Value ($000) $27,589 Shares 244,089 Est. Cost $104.88 Unrealized +4.9%
MKC McCormick 0.6%
Value ($000) $26,837 Shares 322,523 Est. Cost $58.53 Unrealized +21.5%
RBC RBC Bearings Inc 0.6%
Value ($000) $26,796 Shares 115,136 Est. Cost $230.24 Unrealized +0.0%
LOW Lowes 0.6%
Value ($000) $26,713 Shares 133,583 Est. Cost $51.15 Unrealized +275.8%
CAT Caterpillar 0.6%
Value ($000) $26,085 Shares 113,989 Est. Cost $86.98 Unrealized +165.1%
NEE NextEra Energy 0.6%
Value ($000) $24,912 Shares 323,194 Est. Cost $62.53 Unrealized +13.0%
SYY Sysco 0.6%
Value ($000) $24,045 Shares 311,346 Est. Cost $62.79 Unrealized +12.6%
SBUX Starbucks 0.6%
Value ($000) $23,916 Shares 229,679 Est. Cost $46.74 Unrealized +107.7%
KO Coca Cola 0.5%
Value ($000) $22,376 Shares 360,726 Est. Cost $29.11 Unrealized +90.3%
DIS Walt Disney 0.5%
Value ($000) $21,756 Shares 217,273 Est. Cost $101.06 Unrealized -2.5%
CCI Crown Castle Inc 0.5%
Value ($000) $21,711 Shares 162,219 Est. Cost $73.99 Unrealized +58.8%
EOG EOG Resources 0.5%
Value ($000) $21,681 Shares 189,135 Est. Cost $115.95 Unrealized -5.7%
SPGI S&P Global Inc 0.5%
Value ($000) $21,319 Shares 61,835 Est. Cost $339.33 Unrealized +1.3%
ORCL Oracle 0.5%
Value ($000) $21,242 Shares 228,604 Est. Cost $66.09 Unrealized +28.3%
AXP American Express 0.5%
Value ($000) $20,983 Shares 127,206 Est. Cost $64.23 Unrealized +149.1%
STZ Constellation Brands Inc Cl A 0.5%
Value ($000) $20,762 Shares 91,910 Est. Cost $163.05 Unrealized +29.4%
HWM Howmet Aerospace 0.5%
Value ($000) $19,872 Shares 469,006 Est. Cost $33.70 Unrealized +20.5%
HON Honeywell International 0.5%
Value ($000) $19,133 Shares 100,112 Est. Cost $104.79 Unrealized +68.6%
WY Weyerhaeuser 0.4%
Value ($000) $18,341 Shares 608,725 Est. Cost $20.53 Unrealized +39.3%
XOM Exxon Mobil 0.4%
Value ($000) $17,995 Shares 164,097 Est. Cost $58.49 Unrealized +71.3%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $17,723 Shares 170,416 Est. Cost $107.41 Unrealized -10.8%
SSNC SS & C Technologies 0.4%
Value ($000) $16,384 Shares 290,128 Est. Cost $47.10 Unrealized +22.4%
SYK Stryker 0.4%
Value ($000) $16,290 Shares 57,065 Est. Cost $158.94 Unrealized +62.2%
APD Air Products & Chemicals Inc 0.4%
Value ($000) $15,242 Shares 53,070 Est. Cost $137.99 Unrealized +95.8%
CMCSA Comcast Cl A 0.4%
Value ($000) $15,242 Shares 402,049 Est. Cost $30.66 Unrealized +13.0%
TJX TJX Corp 0.4%
Value ($000) $15,003 Shares 191,463 Est. Cost $36.02 Unrealized +110.0%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $14,512 Shares 35,303 Est. Cost $431.07 Unrealized
JBHT Hunt JB Transport Services 0.3%
Value ($000) $14,111 Shares 80,423 Est. Cost $165.09 Unrealized +7.0%
Barrick Gold Corp 0.3%
Value ($000) $13,210 Shares 711,341 Est. Cost $21.04 Unrealized
PFE Pfizer 0.3%
Value ($000) $13,069 Shares 320,326 Est. Cost $20.13 Unrealized +81.6%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $13,058 Shares 289,090 Est. Cost $42.08 Unrealized
V Visa Incorporated 0.3%
Value ($000) $12,859 Shares 57,033 Est. Cost $140.29 Unrealized +55.3%
CB Chubb Ltd 0.3%
Value ($000) $12,560 Shares 64,682 Est. Cost $109.33 Unrealized +85.4%
IWR iShares Russell Midcap ETF 0.3%
Value ($000) $12,077 Shares 172,728 Est. Cost $79.66 Unrealized
LMT Lockheed Martin 0.3%
Value ($000) $11,989 Shares 25,361 Est. Cost $181.92 Unrealized +138.1%
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $11,872 Shares 48,589 Est. Cost $274.36 Unrealized
HSY Hershey Foods 0.2%
Value ($000) $10,349 Shares 40,679 Est. Cost $199.23 Unrealized +9.0%
ACN Accenture Plc Class A F 0.2%
Value ($000) $9,615 Shares 33,641 Est. Cost $136.83 Unrealized +91.0%
TXN Texas Instruments 0.2%
Value ($000) $9,533 Shares 51,247 Est. Cost $120.02 Unrealized +34.4%
AVGO Broadcom Inc. 0.2%
Value ($000) $9,415 Shares 14,676 Est. Cost $45.51 Unrealized +26.5%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $9,364 Shares 49,400 Est. Cost $211.07 Unrealized
TMUS T-Mobile US Inc 0.2%
Value ($000) $9,036 Shares 62,384 Est. Cost $114.40 Unrealized +22.3%
IBM International Business Machine 0.2%
Value ($000) $8,957 Shares 68,326 Est. Cost $115.83 Unrealized +4.2%
WAB Wabtec Corp 0.2%
Value ($000) $8,933 Shares 88,397 Est. Cost $67.36 Unrealized +49.2%
IWB iShares Russell 1000 Index 0.2%
Value ($000) $8,864 Shares 39,353 Est. Cost $222.59 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.2%
Value ($000) $8,737 Shares 270,069 Est. Cost $31.79 Unrealized
TRU TransUnion 0.2%
Value ($000) $8,626 Shares 138,812 Est. Cost $74.45 Unrealized -13.5%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $8,444 Shares 53,187 Est. Cost $133.07 Unrealized
Spirit Realty Capital Inc. 0.2%
Value ($000) $8,441 Shares 211,869 Est. Cost $39.83 Unrealized
ES Eversource Energy 0.2%
Value ($000) $8,439 Shares 107,835 Est. Cost $66.24 Unrealized +4.7%
ECL Ecolab 0.2%
Value ($000) $8,398 Shares 50,734 Est. Cost $123.70 Unrealized +22.1%
CRM Salesforce.com Inc 0.2%
Value ($000) $8,170 Shares 40,893 Est. Cost $207.16 Unrealized -19.4%
BAC Bank of America 0.2%
Value ($000) $8,116 Shares 283,784 Est. Cost $24.52 Unrealized +24.7%
Ansys 0.2%
Value ($000) $7,829 Shares 23,525 Est. Cost $89.30 Unrealized
DHI D R Horton Inc 0.2%
Value ($000) $7,615 Shares 77,955 Est. Cost $57.96 Unrealized +60.0%
O Realty Income Corp 0.2%
Value ($000) $7,300 Shares 115,286 Est. Cost $27.65 Unrealized +99.4%
LLY Eli Lilly 0.2%
Value ($000) $7,193 Shares 20,945 Est. Cost $96.01 Unrealized +243.6%
MTB M&T Bank 0.2%
Value ($000) $7,071 Shares 59,138 Est. Cost $152.08 Unrealized -13.6%
TRV The Travelers Companies Inc 0.2%
Value ($000) $6,942 Shares 40,497 Est. Cost $83.85 Unrealized +105.2%
IVE iShares S&P 500 Value Index 0.2%
Value ($000) $6,792 Shares 44,752 Est. Cost $156.07 Unrealized
WMT Walmart 0.2%
Value ($000) $6,761 Shares 45,856 Est. Cost $37.99 Unrealized +20.5%
OTIS Otis Worldwide Corp 0.2%
Value ($000) $6,666 Shares 78,984 Est. Cost $57.81 Unrealized +36.5%
VO Vanguard Mid Cap ETF 0.2%
Value ($000) $6,601 Shares 31,294 Est. Cost $159.07 Unrealized
NI Nisource 0.1%
Value ($000) $6,070 Shares 217,100 Est. Cost $7.81 Unrealized +218.7%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $6,066 Shares 87,519 Est. Cost $42.28 Unrealized +45.5%
RSP Invesco S&P 500 Equal Weight E 0.1%
Value ($000) $6,058 Shares 41,889 Est. Cost $150.17 Unrealized
META Meta Platforms Inc Class A 0.1%
Value ($000) $6,006 Shares 28,340 Est. Cost $143.76 Unrealized +17.6%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $5,976 Shares 38,802 Est. Cost $139.97 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $5,883 Shares 145,626 Est. Cost $43.98 Unrealized
EPD Enterprise Products LP 0.1%
Value ($000) $5,877 Shares 226,898 Est. Cost $47.78 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $5,833 Shares 2,373 Est. Cost $1588.75 Unrealized +53.5%
BDX Becton Dickinson 0.1%
Value ($000) $5,810 Shares 23,471 Est. Cost $200.31 Unrealized +15.9%
ISRG Intuitive Surgical 0.1%
Value ($000) $5,715 Shares 22,371 Est. Cost $301.45 Unrealized -18.3%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $5,472 Shares 34,382 Est. Cost $49.14 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $5,215 Shares 297,813 Est. Cost $12.61 Unrealized +20.8%
NVR NVR Inc 0.1%
Value ($000) $5,199 Shares 933 Est. Cost $4396.05 Unrealized +17.4%
PH Parker-Hannifin 0.1%
Value ($000) $5,174 Shares 15,395 Est. Cost $260.92 Unrealized +22.7%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $5,132 Shares 15,991 Est. Cost $307.30 Unrealized
AJG Arthur J Gallagher 0.1%
Value ($000) $5,111 Shares 26,717 Est. Cost $50.90 Unrealized +262.9%
CI CIGNA Corp 0.1%
Value ($000) $5,107 Shares 19,986 Est. Cost $190.31 Unrealized +45.1%
USB US Bancorp 0.1%
Value ($000) $4,973 Shares 137,940 Est. Cost $26.95 Unrealized +43.3%
QCOM Qualcomm 0.1%
Value ($000) $4,958 Shares 38,859 Est. Cost $103.67 Unrealized +12.3%
FSLR First Solar Inc 0.1%
Value ($000) $4,868 Shares 22,383 Est. Cost $65.48 Unrealized +178.8%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $4,843 Shares 27,148 Est. Cost $185.13 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $4,783 Shares 23,944 Est. Cost $72.35 Unrealized +17.1%
BX Blackstone Inc 0.1%
Value ($000) $4,749 Shares 54,064 Est. Cost $43.88 Unrealized +84.9%
Magellan Midstream Partners LP 0.1%
Value ($000) $4,678 Shares 86,214 Est. Cost $58.88 Unrealized
NDSN Nordson Corp 0.1%
Value ($000) $4,675 Shares 21,036 Est. Cost $217.83 Unrealized +1.3%
MMM 3M Company 0.1%
Value ($000) $4,580 Shares 43,578 Est. Cost $80.38 Unrealized +5.6%
NSC Norfolk Southern 0.1%
Value ($000) $4,478 Shares 21,123 Est. Cost $74.38 Unrealized +191.4%
CL Colgate-Palmolive 0.1%
Value ($000) $4,440 Shares 59,085 Est. Cost $51.53 Unrealized +35.0%
TRP TC Energy Corp 0.1%
Value ($000) $4,378 Shares 112,509 Est. Cost $34.48 Unrealized +1.7%
CVS CVS Health Corp 0.1%
Value ($000) $4,273 Shares 57,508 Est. Cost $68.66 Unrealized +9.5%
WM Waste Management 0.1%
Value ($000) $4,269 Shares 26,161 Est. Cost $96.76 Unrealized +51.3%
MTD Mettler-Toledo International 0.1%
Value ($000) $4,259 Shares 2,783 Est. Cost $603.15 Unrealized +149.0%
TOST Toast Inc Cl A 0.1%
Value ($000) $4,143 Shares 233,425 Est. Cost $19.72 Unrealized 0.0%
GIS General Mills 0.1%
Value ($000) $4,109 Shares 48,085 Est. Cost $34.27 Unrealized +109.9%
FNV Franco Nevada Corp 0.1%
Value ($000) $4,053 Shares 27,796 Est. Cost $133.75 Unrealized +1.5%
ADI Analog Devices Inc 0.1%
Value ($000) $4,000 Shares 20,282 Est. Cost $35.99 Unrealized +373.8%
CARR Carrier Global Corp 0.1%
Value ($000) $3,858 Shares 84,334 Est. Cost $28.41 Unrealized +51.7%
ARE Alexandria Real Estate Equitie 0.1%
Value ($000) $3,791 Shares 30,182 Est. Cost $136.92 Unrealized -7.8%
TE Connectivity Limited 0.1%
Value ($000) $3,742 Shares 28,529 Est. Cost $72.63 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $3,725 Shares 8 Est. Cost $207911.78 Unrealized +124.5%
FAST Fastenal Company 0.1%
Value ($000) $3,717 Shares 68,907 Est. Cost $11.23 Unrealized +112.8%
TGT Target 0.1%
Value ($000) $3,716 Shares 22,434 Est. Cost $98.64 Unrealized +50.7%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $3,713 Shares 17,157 Est. Cost $135.43 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $3,666 Shares 44,179 Est. Cost $54.09 Unrealized +38.1%
STT State Street 0.1%
Value ($000) $3,653 Shares 48,266 Est. Cost $49.31 Unrealized +54.5%
KMB Kimberly-Clark 0.1%
Value ($000) $3,643 Shares 27,142 Est. Cost $88.69 Unrealized +31.1%
CME CME Group Inc 0.1%
Value ($000) $3,581 Shares 18,700 Est. Cost $42.73 Unrealized +279.0%
NVS Novartis A G ADR 0.1%
Value ($000) $3,466 Shares 37,679 Est. Cost $75.47 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $3,352 Shares 46,872 Est. Cost $73.26 Unrealized
INTC Intel 0.1%
Value ($000) $3,342 Shares 102,302 Est. Cost $32.81 Unrealized -16.1%
NVDA Nvidia Corp 0.1%
Value ($000) $3,253 Shares 11,710 Est. Cost $20.85 Unrealized +3.7%
AMGN Amgen 0.1%
Value ($000) $3,227 Shares 13,348 Est. Cost $166.87 Unrealized +34.3%
EMR Emerson Electric 0.1%
Value ($000) $2,954 Shares 33,897 Est. Cost $49.41 Unrealized +67.2%
LIN Linde Plc 0.1%
Value ($000) $2,944 Shares 8,283 Est. Cost $322.30 Unrealized 0.0%
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $2,927 Shares 11,700 Est. Cost $236.10 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $2,901 Shares 77,608 Est. Cost $37.60 Unrealized +7.6%
TSCO Tractor Supply Company 0.1%
Value ($000) $2,883 Shares 12,265 Est. Cost $18.38 Unrealized +135.5%
VZ Verizon 0.1%
Value ($000) $2,845 Shares 73,158 Est. Cost $31.70 Unrealized +3.1%
GS Goldman Sachs 0.1%
Value ($000) $2,774 Shares 8,479 Est. Cost $325.32 Unrealized -0.5%
D Dominion Energy 0.1%
Value ($000) $2,767 Shares 49,497 Est. Cost $38.77 Unrealized +30.4%
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $2,645 Shares 54,922 Est. Cost $41.99 Unrealized +1.3%
UPS United Parcel Service Class B 0.1%
Value ($000) $2,624 Shares 13,525 Est. Cost $140.65 Unrealized +12.4%
ROG Rogers Corporation 0.1%
Value ($000) $2,617 Shares 16,015 Est. Cost $155.25 Unrealized -7.1%
PM Philip Morris International 0.1%
Value ($000) $2,614 Shares 26,884 Est. Cost $60.38 Unrealized +44.0%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $2,606 Shares 6,929 Est. Cost $367.96 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $2,556 Shares 12,521 Est. Cost $120.15 Unrealized
GE General Electric 0.1%
Value ($000) $2,478 Shares 25,923 Est. Cost $59.78 Unrealized +10.2%
VEU Vanguard FTSE All-World Ex-US 0.1%
Value ($000) $2,475 Shares 46,289 Est. Cost $59.45 Unrealized
DT Dynatrace Inc 0.1%
Value ($000) $2,462 Shares 58,192 Est. Cost $39.07 Unrealized +3.6%
IAU iShares Gold Trust 0.1%
Value ($000) $2,431 Shares 65,055 Est. Cost $35.15 Unrealized
PYPL PayPal Holdings 0.1%
Value ($000) $2,413 Shares 31,772 Est. Cost $133.89 Unrealized -42.6%
ENPH Enphase Energy Inc 0.1%
Value ($000) $2,396 Shares 11,395 Est. Cost $269.67 Unrealized -19.7%
KEYS Keysight Technologies Inc 0.1%
Value ($000) $2,361 Shares 14,622 Est. Cost $108.87 Unrealized +55.9%
ACGL Arch Capital Group Ltd 0.1%
Value ($000) $2,358 Shares 34,748 Est. Cost $37.65 Unrealized +66.0%
LECO Lincoln Electric 0.1%
Value ($000) $2,218 Shares 13,119 Est. Cost $125.52 Unrealized +31.3%
FSV FirstService Corp 0.1%
Value ($000) $2,183 Shares 15,483 Est. Cost $122.69 Unrealized +10.2%
XLF Financial Select Sectors SPDR 0.1%
Value ($000) $2,147 Shares 66,780 Est. Cost $35.30 Unrealized
TSM Taiwan Semiconductor Mft Co Lt 0.1%
Value ($000) $2,115 Shares 22,741 Est. Cost $92.35 Unrealized
VMI Valmont Industries Inc 0.0%
Value ($000) $2,093 Shares 6,556 Est. Cost $267.64 Unrealized +19.2%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $2,083 Shares 25,855 Est. Cost $91.85 Unrealized -18.3%
VONV Vanguard Russell 1000 Value ET 0.0%
Value ($000) $2,035 Shares 30,463 Est. Cost $66.59 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $1,983 Shares 8,146 Est. Cost $111.52 Unrealized +95.2%
AVTR Avantor Inc 0.0%
Value ($000) $1,961 Shares 92,772 Est. Cost $21.20 Unrealized +7.5%
WAT Waters Corp 0.0%
Value ($000) $1,915 Shares 6,185 Est. Cost $144.63 Unrealized +123.6%
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $1,850 Shares 46,895 Est. Cost $48.47 Unrealized
VGT Vanguard Information Techology 0.0%
Value ($000) $1,834 Shares 4,759 Est. Cost $119.23 Unrealized
ODFL Old Dominion Freight Line 0.0%
Value ($000) $1,822 Shares 5,346 Est. Cost $118.11 Unrealized +39.5%
ENTG Entegris Inc 0.0%
Value ($000) $1,789 Shares 21,815 Est. Cost $80.03 Unrealized 0.0%
EFX Equifax 0.0%
Value ($000) $1,780 Shares 8,774 Est. Cost $178.71 Unrealized +14.1%
DOW Dow Inc 0.0%
Value ($000) $1,747 Shares 31,872 Est. Cost $35.41 Unrealized +33.6%
OMC Omnicom 0.0%
Value ($000) $1,735 Shares 18,390 Est. Cost $50.99 Unrealized +57.6%
TDY Teledyne Technologies 0.0%
Value ($000) $1,734 Shares 3,875 Est. Cost $346.94 Unrealized +22.1%
TFX Teleflex 0.0%
Value ($000) $1,719 Shares 6,785 Est. Cost $219.02 Unrealized +8.2%
CSX CSX 0.0%
Value ($000) $1,682 Shares 56,193 Est. Cost $32.20 Unrealized -8.5%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1,612 Shares 1,961 Est. Cost $573.41 Unrealized +30.8%
MTDR Matador Resources Co 0.0%
Value ($000) $1,606 Shares 33,705 Est. Cost $47.27 Unrealized +19.0%
DUK Duke Energy 0.0%
Value ($000) $1,526 Shares 15,823 Est. Cost $49.75 Unrealized +77.2%
VMC Vulcan Materials 0.0%
Value ($000) $1,511 Shares 8,809 Est. Cost $171.68 Unrealized +1.1%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,505 Shares 7,367 Est. Cost $131.30 Unrealized +44.4%
ROST Ross Stores 0.0%
Value ($000) $1,489 Shares 14,029 Est. Cost $62.81 Unrealized +73.2%
IFF Int'l Flavors & Fragrances 0.0%
Value ($000) $1,481 Shares 16,102 Est. Cost $112.95 Unrealized -18.9%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,478 Shares 9,786 Est. Cost $111.97 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $1,469 Shares 23,052 Est. Cost $36.41 Unrealized +48.2%
PCH Potlatch Corporation 0.0%
Value ($000) $1,461 Shares 29,518 Est. Cost $40.67 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $1,430 Shares 10,824 Est. Cost $86.23 Unrealized +41.2%
GD General Dynamics 0.0%
Value ($000) $1,429 Shares 6,263 Est. Cost $163.41 Unrealized +33.2%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $1,406 Shares 7,071 Est. Cost $195.66 Unrealized +0.6%
MDT Medtronic PLC 0.0%
Value ($000) $1,396 Shares 17,315 Est. Cost $97.06 Unrealized -23.2%
PWR Quanta Services 0.0%
Value ($000) $1,393 Shares 8,358 Est. Cost $109.74 Unrealized +39.5%
GWW Grainger W W 0.0%
Value ($000) $1,381 Shares 2,005 Est. Cost $223.13 Unrealized +178.6%
ASO Academy Sport and Outdoors Inc 0.0%
Value ($000) $1,374 Shares 21,060 Est. Cost $39.43 Unrealized +45.8%
AMP Ameriprise Financial 0.0%
Value ($000) $1,364 Shares 4,450 Est. Cost $154.72 Unrealized +103.3%
EW Edwards Lifesciences 0.0%
Value ($000) $1,355 Shares 16,383 Est. Cost $105.43 Unrealized -25.4%
MS Morgan Stanley 0.0%
Value ($000) $1,351 Shares 15,391 Est. Cost $73.02 Unrealized +16.2%
FTI TechnipFMC PLC 0.0%
Value ($000) $1,351 Shares 98,947 Est. Cost $13.30 Unrealized 0.0%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,341 Shares 10,385 Est. Cost $137.35 Unrealized
Altair Engineering 0.0%
Value ($000) $1,318 Shares 18,273 Est. Cost $45.15 Unrealized
BN Brookfield Corporation 0.0%
Value ($000) $1,261 Shares 38,701 Est. Cost $21.90 Unrealized +0.7%
FCX Freeport McMoRan 0.0%
Value ($000) $1,238 Shares 30,264 Est. Cost $37.52 Unrealized +6.6%
SLB Schlumberger 0.0%
Value ($000) $1,232 Shares 25,092 Est. Cost $38.15 Unrealized +29.5%
AWK American Water Works Company I 0.0%
Value ($000) $1,223 Shares 8,352 Est. Cost $44.85 Unrealized +209.7%
CHD Church & Dwight 0.0%
Value ($000) $1,218 Shares 13,774 Est. Cost $46.47 Unrealized +73.6%
BA Boeing 0.0%
Value ($000) $1,217 Shares 5,729 Est. Cost $231.21 Unrealized -10.1%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,215 Shares 19,013 Est. Cost $79.73 Unrealized
BAX Baxter International 0.0%
Value ($000) $1,205 Shares 29,708 Est. Cost $53.56 Unrealized -26.4%
TECH Bio-Techne Corp 0.0%
Value ($000) $1,194 Shares 16,088 Est. Cost $69.84 Unrealized +8.8%
H Hyatt Hotels Corp Cl A 0.0%
Value ($000) $1,193 Shares 10,676 Est. Cost $79.49 Unrealized +36.1%
BlackRock Inc 0.0%
Value ($000) $1,171 Shares 1,750 Est. Cost $571.61 Unrealized
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $1,154 Shares 3,468 Est. Cost $363.28 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $1,140 Shares 25,540 Est. Cost $29.64 Unrealized +22.4%
PAYX Paychex 0.0%
Value ($000) $1,129 Shares 9,854 Est. Cost $37.61 Unrealized +177.3%
CTRA Coterra Energy Inc 0.0%
Value ($000) $1,121 Shares 45,680 Est. Cost $23.75 Unrealized -7.1%
T AT & T 0.0%
Value ($000) $1,114 Shares 57,888 Est. Cost $14.91 Unrealized +9.7%
FDX FedEx Corporation 0.0%
Value ($000) $1,112 Shares 4,868 Est. Cost $228.13 Unrealized -16.4%
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $1,111 Shares 33,421 Est. Cost $57.43 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $1,065 Shares 8,674 Est. Cost $120.54 Unrealized -7.2%
HSIC Henry Schein 0.0%
Value ($000) $1,059 Shares 12,991 Est. Cost $55.41 Unrealized +47.1%
BK Bank of New York Mellon 0.0%
Value ($000) $1,001 Shares 22,037 Est. Cost $27.14 Unrealized +64.9%
JCI Johnson Controls 0.0%
Value ($000) $989 Shares 16,429 Est. Cost $61.71 Unrealized -1.6%
CFG Citizens Financial Group 0.0%
Value ($000) $978 Shares 32,189 Est. Cost $25.97 Unrealized +32.3%
TPL Texas Pacific Land 0.0%
Value ($000) $975 Shares 573 Est. Cost $157.14 Unrealized +28.1%
HUBB Hubbell Inc 0.0%
Value ($000) $972 Shares 3,997 Est. Cost $178.41 Unrealized +28.9%
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $972 Shares 3,196 Est. Cost $82.22 Unrealized +270.8%
ASML ASML Holding NV NY Registry Sh 0.0%
Value ($000) $963 Shares 1,415 Est. Cost $631.55 Unrealized
RXST RxSight Inc 0.0%
Value ($000) $956 Shares 57,334 Est. Cost $13.46 Unrealized +4.9%
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $955 Shares 8,991 Est. Cost $120.17 Unrealized
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $952 Shares 19,689 Est. Cost $52.94 Unrealized
HUM Humana 0.0%
Value ($000) $951 Shares 1,959 Est. Cost $339.87 Unrealized +40.8%
CLX Clorox 0.0%
Value ($000) $941 Shares 5,945 Est. Cost $138.62 Unrealized -1.7%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $922 Shares 6,058 Est. Cost $143.24 Unrealized
GLW Corning 0.0%
Value ($000) $904 Shares 25,637 Est. Cost $26.08 Unrealized +23.1%
TT Trane Technologies 0.0%
Value ($000) $902 Shares 4,905 Est. Cost $102.27 Unrealized +72.0%
AFL AFLAC 0.0%
Value ($000) $899 Shares 13,933 Est. Cost $40.42 Unrealized +59.0%
LHX L3Harris Technoligies Inc 0.0%
Value ($000) $898 Shares 4,576 Est. Cost $183.16 Unrealized +4.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $895 Shares 7,234 Est. Cost $127.51 Unrealized
BILL Bill.com Holdings Inc. 0.0%
Value ($000) $875 Shares 10,785 Est. Cost $92.75 Unrealized 0.0%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $866 Shares 6,424 Est. Cost $69.68 Unrealized +68.7%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $851 Shares 7,260 Est. Cost $122.93 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $842 Shares 2,672 Est. Cost $236.08 Unrealized +27.0%
ORLY O'Reilly Automotive 0.0%
Value ($000) $836 Shares 985 Est. Cost $37.24 Unrealized +47.1%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $836 Shares 10,493 Est. Cost $50.84 Unrealized +46.3%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $834 Shares 6,452 Est. Cost $104.43 Unrealized +17.1%
MDY SPDR S&P 400 ETF Trust 0.0%
Value ($000) $832 Shares 1,815 Est. Cost $442.79 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $829 Shares 6,379 Est. Cost $74.33 Unrealized +71.2%
Pioneer Natural 0.0%
Value ($000) $818 Shares 4,003 Est. Cost $227.30 Unrealized
XLE Energy Select Sector SPDR 0.0%
Value ($000) $809 Shares 9,767 Est. Cost $74.63 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $801 Shares 2,075 Est. Cost $106.80 Unrealized +234.5%
ALL Allstate 0.0%
Value ($000) $789 Shares 7,118 Est. Cost $114.78 Unrealized +2.9%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $788 Shares 8,557 Est. Cost $84.75 Unrealized +10.2%
DEO Diageo Plc ADR 0.0%
Value ($000) $780 Shares 4,305 Est. Cost $140.38 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $776 Shares 18,000 Est. Cost $32.95 Unrealized +20.3%
RJF Raymond James Financial Inc 0.0%
Value ($000) $776 Shares 8,315 Est. Cost $57.80 Unrealized +75.4%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $749 Shares 7,405 Est. Cost $90.05 Unrealized
AGCO Agco Corp 0.0%
Value ($000) $735 Shares 5,434 Est. Cost $122.69 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $731 Shares 7,215 Est. Cost $68.44 Unrealized +33.9%
CTVA Corteva Inc 0.0%
Value ($000) $731 Shares 12,124 Est. Cost $29.26 Unrealized +102.1%
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $722 Shares 4,827 Est. Cost $180.82 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $720 Shares 1,286 Est. Cost $475.71 Unrealized +7.5%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $707 Shares 8,625 Est. Cost $71.08 Unrealized 0.0%
VMWare Inc. Class A Com 0.0%
Value ($000) $698 Shares 5,594 Est. Cost $115.67 Unrealized
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $688 Shares 1,260 Est. Cost $383.25 Unrealized +33.9%
OKE Oneok Inc 0.0%
Value ($000) $683 Shares 10,750 Est. Cost $49.62 Unrealized +15.5%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $681 Shares 10,189 Est. Cost $66.20 Unrealized
EL Estee Lauder 0.0%
Value ($000) $677 Shares 2,748 Est. Cost $290.35 Unrealized -17.1%
Thomson Reuters Corporation 0.0%
Value ($000) $674 Shares 5,179 Est. Cost $48.27 Unrealized
PPG PPG Industries 0.0%
Value ($000) $673 Shares 5,038 Est. Cost $88.65 Unrealized +36.6%
RSG Republic Services 0.0%
Value ($000) $670 Shares 4,957 Est. Cost $104.61 Unrealized +17.7%
EFAX MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $649 Shares 17,520 Est. Cost $52.53 Unrealized
LUNA Luna Innovations Inc. 0.0%
Value ($000) $647 Shares 90,000 Est. Cost $8.83 Unrealized 0.0%
SO Southern Co 0.0%
Value ($000) $644 Shares 9,254 Est. Cost $49.27 Unrealized +23.1%
SHEL Shell Plc ADR 0.0%
Value ($000) $640 Shares 11,129 Est. Cost $54.65 Unrealized
TROW Price T Rowe Group Inc 0.0%
Value ($000) $636 Shares 5,635 Est. Cost $70.46 Unrealized +41.2%
ROP Roper Industries Inc 0.0%
Value ($000) $635 Shares 1,440 Est. Cost $430.19 Unrealized -1.3%
DOV Dover Corp 0.0%
Value ($000) $634 Shares 4,173 Est. Cost $112.31 Unrealized +26.2%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $633 Shares 8,226 Est. Cost $72.17 Unrealized
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $632 Shares 6,535 Est. Cost $106.61 Unrealized
AIZ Assurant Inc 0.0%
Value ($000) $629 Shares 5,241 Est. Cost $126.11 Unrealized -5.6%
PNC PNC Financial 0.0%
Value ($000) $629 Shares 4,945 Est. Cost $130.08 Unrealized +3.5%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $625 Shares 6,379 Est. Cost $128.19 Unrealized -36.5%
MORN Morningstar Inc 0.0%
Value ($000) $613 Shares 3,021 Est. Cost $68.45 Unrealized +221.2%
MCHP Microchip Technology 0.0%
Value ($000) $611 Shares 7,297 Est. Cost $51.57 Unrealized +44.0%
MAR Marriott International 0.0%
Value ($000) $602 Shares 3,624 Est. Cost $155.06 Unrealized +4.3%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $592 Shares 3,085 Est. Cost $172.36 Unrealized +3.2%
EWBC East West Bancorp 0.0%
Value ($000) $591 Shares 10,642 Est. Cost $37.94 Unrealized +66.7%
AMLP Alerian MLP 0.0%
Value ($000) $582 Shares 15,052 Est. Cost $20.29 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $581 Shares 9,309 Est. Cost $40.09 Unrealized +36.9%
ETN Eaton Corp PLC 0.0%
Value ($000) $579 Shares 3,379 Est. Cost $110.97 Unrealized +44.3%
KKR KKR & Co Inc 0.0%
Value ($000) $563 Shares 10,721 Est. Cost $28.76 Unrealized +82.6%
ADSK Autodesk 0.0%
Value ($000) $557 Shares 2,674 Est. Cost $196.90 Unrealized +4.6%
ILMN Illumina Inc 0.0%
Value ($000) $555 Shares 2,385 Est. Cost $258.23 Unrealized -20.8%
BKNG Booking Holdings Inc 0.0%
Value ($000) $544 Shares 205 Est. Cost $1823.39 Unrealized +31.3%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $543 Shares 35,122 Est. Cost $15.09 Unrealized
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $542 Shares 4,930 Est. Cost $121.85 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $535 Shares 8,576 Est. Cost $59.16 Unrealized 0.0%
PHM Pultegroup Inc. 0.0%
Value ($000) $534 Shares 9,170 Est. Cost $40.52 Unrealized +30.2%
DD DuPont De Nemours Inc 0.0%
Value ($000) $533 Shares 7,433 Est. Cost $28.07 Unrealized +2.1%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $524 Shares 4,975 Est. Cost $47.52 Unrealized +138.4%
GPC Genuine Parts 0.0%
Value ($000) $523 Shares 3,125 Est. Cost $116.15 Unrealized +33.4%
XEL XCEL Energy 0.0%
Value ($000) $521 Shares 7,719 Est. Cost $41.09 Unrealized +48.4%
IDXX IDEXX Labs 0.0%
Value ($000) $516 Shares 1,032 Est. Cost $373.70 Unrealized +28.1%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $515 Shares 3,980 Est. Cost $129.43 Unrealized
EMN Eastman Chemical 0.0%
Value ($000) $515 Shares 6,106 Est. Cost $96.59 Unrealized -20.7%
PGR Progressive 0.0%
Value ($000) $512 Shares 3,579 Est. Cost $43.95 Unrealized +186.7%
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $500 Shares 1,474 Est. Cost $363.71 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $499 Shares 2,406 Est. Cost $243.36 Unrealized -28.3%
Ceridian HCM Holding Inc 0.0%
Value ($000) $491 Shares 6,700 Est. Cost $62.84 Unrealized +12.9%
HPQ HP Inc 0.0%
Value ($000) $485 Shares 16,520 Est. Cost $10.49 Unrealized +145.1%
National Instruments 0.0%
Value ($000) $482 Shares 9,200 Est. Cost $41.02 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $471 Shares 6,789 Est. Cost $63.66 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $471 Shares 5,667 Est. Cost $81.66 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $470 Shares 4,001 Est. Cost $100.68 Unrealized -3.4%
CHTR Charter Communications 0.0%
Value ($000) $468 Shares 1,310 Est. Cost $435.60 Unrealized -14.2%
IP International Paper 0.0%
Value ($000) $467 Shares 12,942 Est. Cost $30.51 Unrealized +6.5%
SJM Smucker 0.0%
Value ($000) $466 Shares 2,961 Est. Cost $77.43 Unrealized +77.0%
Lexington Realty Trust 0.0%
Value ($000) $443 Shares 43,015 Est. Cost $10.12 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $431 Shares 2,411 Est. Cost $171.56 Unrealized +0.4%
WRB WR Berkley Corporation 0.0%
Value ($000) $431 Shares 6,925 Est. Cost $26.31 Unrealized +58.1%
HEI Heico Corp 0.0%
Value ($000) $428 Shares 2,500 Est. Cost $134.74 Unrealized +25.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $423 Shares 4,805 Est. Cost $44.61 Unrealized +88.7%
EBAY Ebay 0.0%
Value ($000) $423 Shares 9,531 Est. Cost $53.67 Unrealized -19.3%
BR Broadridge Financial Solutions 0.0%
Value ($000) $423 Shares 2,885 Est. Cost $148.87 Unrealized -8.5%
CMI Cummins Inc 0.0%
Value ($000) $413 Shares 1,728 Est. Cost $205.83 Unrealized +10.7%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $403 Shares 6,360 Est. Cost $47.36 Unrealized +27.5%
GGG Graco Inc 0.0%
Value ($000) $401 Shares 5,488 Est. Cost $68.40 Unrealized -2.3%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $395 Shares 5,283 Est. Cost $76.43 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $394 Shares 546 Est. Cost $566.89 Unrealized +16.8%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $385 Shares 4,151 Est. Cost $101.18 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $385 Shares 3,438 Est. Cost $100.60 Unrealized +1.3%
ELV Elevance Health Inc 0.0%
Value ($000) $382 Shares 830 Est. Cost $226.84 Unrealized +100.7%
WEC WEC Energy Group Inc 0.0%
Value ($000) $381 Shares 4,016 Est. Cost $43.81 Unrealized +90.7%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $371 Shares 4,072 Est. Cost $110.43 Unrealized
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $369 Shares 3,595 Est. Cost $109.68 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $369 Shares 1,105 Est. Cost $159.27 Unrealized +85.2%
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $360 Shares 4,878 Est. Cost $70.79 Unrealized
Kellogg 0.0%
Value ($000) $360 Shares 5,369 Est. Cost $41.61 Unrealized +37.5%
MCO Moody's Corp 0.0%
Value ($000) $346 Shares 1,130 Est. Cost $341.41 Unrealized -13.6%
EA Electronic Arts 0.0%
Value ($000) $344 Shares 2,856 Est. Cost $97.16 Unrealized +19.0%
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $342 Shares 4,101 Est. Cost $87.55 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $340 Shares 4,009 Est. Cost $113.51 Unrealized
Aptiv Plc 0.0%
Value ($000) $333 Shares 2,972 Est. Cost $83.82 Unrealized
Unilever Plc Sponsored ADR 0.0%
Value ($000) $332 Shares 6,389 Est. Cost $59.98 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $331 Shares 3,775 Est. Cost $96.49 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $330 Shares 5,419 Est. Cost $56.16 Unrealized +6.3%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $315 Shares 3,071 Est. Cost $78.98 Unrealized +23.3%
BAM Brookfield Asset Management In 0.0%
Value ($000) $315 Shares 9,635 Est. Cost $27.10 Unrealized +8.4%
XYZ Block Inc 0.0%
Value ($000) $311 Shares 4,532 Est. Cost $151.28 Unrealized -50.5%
NUE Nucor 0.0%
Value ($000) $310 Shares 2,004 Est. Cost $115.55 Unrealized +31.8%
RPM RPM International Inc 0.0%
Value ($000) $307 Shares 3,515 Est. Cost $53.54 Unrealized +63.6%
ICE IntercontinentalExchange Group 0.0%
Value ($000) $304 Shares 2,916 Est. Cost $124.64 Unrealized -19.6%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $303 Shares 1,555 Est. Cost $180.06 Unrealized
OKTA Okta Inc 0.0%
Value ($000) $294 Shares 3,410 Est. Cost $57.10 Unrealized +33.3%
NFLX Netflix 0.0%
Value ($000) $292 Shares 844 Est. Cost $33.09 Unrealized 0.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $290 Shares 987 Est. Cost $268.27 Unrealized +0.8%
WST West Pharmaceutical Services I 0.0%
Value ($000) $289 Shares 834 Est. Cost $290.04 Unrealized 0.0%
CLH Clean Harbors 0.0%
Value ($000) $286 Shares 2,003 Est. Cost $107.08 Unrealized +21.6%
EPAM Epam Systems Inc. 0.0%
Value ($000) $284 Shares 949 Est. Cost $322.16 Unrealized 0.0%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $280 Shares 8,284 Est. Cost $39.10 Unrealized
WMB Williams Cos 0.0%
Value ($000) $279 Shares 9,338 Est. Cost $25.67 Unrealized +5.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $278 Shares 3,355 Est. Cost $89.85 Unrealized -8.0%
VVV Valvoline Inc 0.0%
Value ($000) $269 Shares 7,712 Est. Cost $30.25 Unrealized +15.0%
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $267 Shares 15,695 Est. Cost $23.38 Unrealized
AEP American Electric Power 0.0%
Value ($000) $266 Shares 2,925 Est. Cost $81.11 Unrealized +1.1%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $264 Shares 16,600 Est. Cost $7.57 Unrealized +91.2%
LULU LuLuLemon Athletica Inc 0.0%
Value ($000) $261 Shares 716 Est. Cost $404.24 Unrealized -22.4%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $257 Shares 7,500 Est. Cost $30.46 Unrealized
DVN Devon Energy 0.0%
Value ($000) $255 Shares 5,041 Est. Cost $47.95 Unrealized +5.5%
VTV Vanguard Value ETF 0.0%
Value ($000) $254 Shares 1,836 Est. Cost $130.95 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $252 Shares 4,335 Est. Cost $41.79 Unrealized +34.5%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $248 Shares 3,465 Est. Cost $81.10 Unrealized
PNR Pentair Plc 0.0%
Value ($000) $248 Shares 4,495 Est. Cost $41.86 Unrealized +22.7%
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $247 Shares 2,640 Est. Cost $89.11 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $246 Shares 2,569 Est. Cost $81.91 Unrealized +3.5%
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $245 Shares 1,480 Est. Cost $137.84 Unrealized
IGV iShares North America Tech 0.0%
Value ($000) $244 Shares 800 Est. Cost $168.82 Unrealized
CCC CCC Intelligent Solutions Hold 0.0%
Value ($000) $241 Shares 26,830 Est. Cost $9.18 Unrealized -3.1%
KEY KeyCorp 0.0%
Value ($000) $239 Shares 19,071 Est. Cost $20.30 Unrealized -29.3%
PLD Prologis Inc 0.0%
Value ($000) $238 Shares 1,910 Est. Cost $111.93 Unrealized 0.0%
IRM Iron Mountain 0.0%
Value ($000) $238 Shares 4,501 Est. Cost $44.98 Unrealized +5.0%
DGX Quest Diagnostics 0.0%
Value ($000) $233 Shares 1,648 Est. Cost $62.67 Unrealized +115.7%
VFC V F Corp 0.0%
Value ($000) $229 Shares 10,002 Est. Cost $58.37 Unrealized -55.0%
APO Apollo Global Management A 0.0%
Value ($000) $229 Shares 3,618 Est. Cost $56.25 Unrealized +13.4%
SII Sprott Inc 0.0%
Value ($000) $226 Shares 6,215 Est. Cost $33.17 Unrealized +5.6%
HAL Halliburton 0.0%
Value ($000) $225 Shares 7,096 Est. Cost $34.65 Unrealized 0.0%
COR AmerisourceBergen Corp 0.0%
Value ($000) $216 Shares 1,350 Est. Cost $153.47 Unrealized +0.7%
EXR Extra Space Storage Inc 0.0%
Value ($000) $216 Shares 1,325 Est. Cost $138.27 Unrealized 0.0%
ICLR ICON Plc 0.0%
Value ($000) $214 Shares 1,000 Est. Cost $222.55 Unrealized 0.0%
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $213 Shares 1,408 Est. Cost $147.57 Unrealized
TM Toyota Motor 0.0%
Value ($000) $209 Shares 1,475 Est. Cost $141.69 Unrealized
TXT Textron 0.0%
Value ($000) $208 Shares 2,942 Est. Cost $67.67 Unrealized +5.0%
IWN iShares Russell 2000 Value Ind 0.0%
Value ($000) $207 Shares 1,511 Est. Cost $138.67 Unrealized
VLO Valero Energy 0.0%
Value ($000) $205 Shares 1,470 Est. Cost $123.00 Unrealized 0.0%
GSK GSK Plc 0.0%
Value ($000) $205 Shares 5,753 Est. Cost $35.14 Unrealized
OEF iShares Tr S&P 100 Index 0.0%
Value ($000) $204 Shares 1,092 Est. Cost $187.04 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $204 Shares 2,465 Est. Cost $80.38 Unrealized +1.8%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $203 Shares 5,880 Est. Cost $37.28 Unrealized
MOS Mosaic Company 0.0%
Value ($000) $202 Shares 4,407 Est. Cost $35.13 Unrealized +26.8%
C Citigroup 0.0%
Value ($000) $202 Shares 4,307 Est. Cost $44.28 Unrealized 0.0%
IJK iShares S&P Midcap 400 Growth 0.0%
Value ($000) $200 Shares 2,800 Est. Cost $71.51 Unrealized
BBDC Barings BDC Inc 0.0%
Value ($000) $79 Shares 10,000 Est. Cost $6.94 Unrealized -14.1%
CTSO CytoSorbents Corp 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $8.14 Unrealized -63.1%
OWLTW Owlet Inc Warrants 7/15/26 0.0%
Value ($000) $1 Shares 18,000 Est. Cost $0.78 Unrealized