BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $5,146,341 (100.0% shares, 0.0% debt)

Holdings (426)

MSFT Microsoft 5.8%
Value ($000) $297,205 Shares 790,354 Est. Cost $49.96 Unrealized +601.3%
AAPL Apple Inc 4.5%
Value ($000) $231,642 Shares 1,203,147 Est. Cost $87.29 Unrealized +109.4%
JPM J P Morgan Chase 3.5%
Value ($000) $182,012 Shares 1,070,027 Est. Cost $58.74 Unrealized +146.7%
GOOGL Alphabet Inc. Class A 3.3%
Value ($000) $169,799 Shares 1,215,538 Est. Cost $107.79 Unrealized +23.7%
DHR Danaher 2.4%
Value ($000) $124,543 Shares 538,354 Est. Cost $65.42 Unrealized +221.6%
ADBE Adobe Inc 2.3%
Value ($000) $116,219 Shares 194,802 Est. Cost $228.63 Unrealized +152.3%
TMO Thermo Fisher Scientific 2.1%
Value ($000) $106,608 Shares 200,848 Est. Cost $174.06 Unrealized +176.2%
COST Costco 2.0%
Value ($000) $104,396 Shares 158,156 Est. Cost $469.28 Unrealized +22.2%
AMZN Amazon.com 2.0%
Value ($000) $104,269 Shares 686,253 Est. Cost $123.88 Unrealized +13.2%
PEP Pepsico 2.0%
Value ($000) $102,581 Shares 603,985 Est. Cost $79.95 Unrealized +92.3%
BRK/B Berkshire Hathaway Cl B 2.0%
Value ($000) $101,178 Shares 283,682 Est. Cost $175.59 Unrealized +99.9%
MRSH Marsh & McLennan 1.9%
Value ($000) $97,126 Shares 512,620 Est. Cost $42.20 Unrealized +342.9%
DE Deere 1.5%
Value ($000) $78,881 Shares 197,267 Est. Cost $147.90 Unrealized +146.9%
UNH United Health Group 1.5%
Value ($000) $78,726 Shares 149,535 Est. Cost $283.40 Unrealized +80.4%
SHW Sherwin-Williams 1.5%
Value ($000) $78,630 Shares 252,099 Est. Cost $234.52 Unrealized +12.6%
SPY SPDR S&P 500 ETF Index 1.5%
Value ($000) $78,284 Shares 164,700 Est. Cost $403.01 Unrealized
HD Home Depot 1.5%
Value ($000) $75,851 Shares 218,876 Est. Cost $115.83 Unrealized +153.6%
COP Conoco Phillips 1.3%
Value ($000) $68,568 Shares 590,744 Est. Cost $46.32 Unrealized +136.9%
STZ Constellation Brands Inc Cl A 1.3%
Value ($000) $65,067 Shares 269,149 Est. Cost $202.56 Unrealized +12.5%
JNJ Johnson & Johnson 1.3%
Value ($000) $64,481 Shares 411,389 Est. Cost $84.66 Unrealized +69.6%
INTU Intuit 1.2%
Value ($000) $63,639 Shares 101,818 Est. Cost $403.13 Unrealized +35.1%
CNI Canadian National Railway 1.2%
Value ($000) $59,622 Shares 474,586 Est. Cost $86.00 Unrealized +26.2%
FISV Fiserv Inc 1.1%
Value ($000) $58,192 Shares 438,063 Est. Cost $112.39 Unrealized +9.2%
MA Mastercard Inc Cl A 1.1%
Value ($000) $57,831 Shares 135,592 Est. Cost $108.01 Unrealized +267.7%
GLD SPDR Gold Shares 1.1%
Value ($000) $56,926 Shares 297,779 Est. Cost $142.81 Unrealized
AEM Agnico Eagle Mines 1.1%
Value ($000) $56,235 Shares 1,025,254 Est. Cost $46.98 Unrealized +2.1%
NOC Northrop Grumman 1.1%
Value ($000) $54,511 Shares 116,442 Est. Cost $328.14 Unrealized +37.8%
IQV IQVIA Holdings 1.0%
Value ($000) $53,826 Shares 232,631 Est. Cost $164.69 Unrealized +24.7%
APH Amphenol 1.0%
Value ($000) $50,626 Shares 510,708 Est. Cost $23.72 Unrealized +82.9%
CVX Chevron Corp 1.0%
Value ($000) $50,325 Shares 337,391 Est. Cost $98.75 Unrealized +39.5%
ABT Abbott Labs 1.0%
Value ($000) $49,809 Shares 452,520 Est. Cost $49.96 Unrealized +92.3%
MCD McDonalds 0.9%
Value ($000) $48,845 Shares 164,732 Est. Cost $82.97 Unrealized +211.8%
MRK Merck 0.9%
Value ($000) $48,183 Shares 441,962 Est. Cost $36.40 Unrealized +166.0%
ADI Analog Devices Inc 0.9%
Value ($000) $45,326 Shares 228,275 Est. Cost $160.43 Unrealized +7.3%
AMAT Applied Materials 0.9%
Value ($000) $45,266 Shares 279,300 Est. Cost $123.27 Unrealized +16.9%
MDLZ Mondelez International 0.9%
Value ($000) $45,177 Shares 623,733 Est. Cost $33.95 Unrealized +89.4%
UNP Union Pacific 0.9%
Value ($000) $44,312 Shares 180,410 Est. Cost $78.89 Unrealized +165.2%
NVDA Nvidia Corp 0.8%
Value ($000) $43,162 Shares 87,157 Est. Cost $42.70 Unrealized +8.5%
ZTS Zoetis Inc 0.8%
Value ($000) $41,098 Shares 208,226 Est. Cost $37.60 Unrealized +359.8%
ABBV Abbvie Inc 0.8%
Value ($000) $39,096 Shares 252,283 Est. Cost $58.31 Unrealized +132.8%
BSX Boston Scientific 0.8%
Value ($000) $39,022 Shares 674,996 Est. Cost $43.57 Unrealized +22.5%
NKE Nike Inc Class B 0.7%
Value ($000) $37,798 Shares 348,146 Est. Cost $57.33 Unrealized +79.6%
ADP Automatic Data Processing 0.7%
Value ($000) $37,458 Shares 160,785 Est. Cost $85.77 Unrealized +158.9%
PG Procter & Gamble 0.7%
Value ($000) $36,161 Shares 246,763 Est. Cost $83.18 Unrealized +69.0%
CSCO Cisco Systems 0.7%
Value ($000) $34,809 Shares 689,024 Est. Cost $24.95 Unrealized +92.3%
RBC RBC Bearings Inc 0.7%
Value ($000) $34,143 Shares 119,845 Est. Cost $230.93 Unrealized +6.2%
CAT Caterpillar 0.7%
Value ($000) $34,063 Shares 115,205 Est. Cost $86.98 Unrealized +188.8%
LOW Lowes 0.6%
Value ($000) $29,822 Shares 134,003 Est. Cost $51.15 Unrealized +280.7%
SPGI S&P Global Inc 0.6%
Value ($000) $29,757 Shares 67,549 Est. Cost $342.57 Unrealized +13.3%
EOG EOG Resources 0.6%
Value ($000) $29,265 Shares 241,958 Est. Cost $115.87 Unrealized -0.2%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $27,377 Shares 194,257 Est. Cost $108.36 Unrealized +24.3%
ORCL Oracle 0.5%
Value ($000) $25,490 Shares 241,775 Est. Cost $69.30 Unrealized +54.0%
AXP American Express 0.5%
Value ($000) $25,422 Shares 135,701 Est. Cost $69.71 Unrealized +125.2%
ENB Enbridge Inc 0.5%
Value ($000) $23,351 Shares 648,269 Est. Cost $24.53 Unrealized +19.9%
HWM Howmet Aerospace 0.4%
Value ($000) $22,614 Shares 417,847 Est. Cost $33.70 Unrealized +45.5%
XOM Exxon Mobil 0.4%
Value ($000) $22,578 Shares 225,827 Est. Cost $69.70 Unrealized +40.0%
CB Chubb Ltd 0.4%
Value ($000) $22,184 Shares 98,158 Est. Cost $137.10 Unrealized +55.9%
HON Honeywell International 0.4%
Value ($000) $22,134 Shares 105,547 Est. Cost $107.64 Unrealized +60.1%
SBUX Starbucks 0.4%
Value ($000) $21,191 Shares 220,715 Est. Cost $46.74 Unrealized +97.2%
KO Coca Cola 0.4%
Value ($000) $20,856 Shares 353,909 Est. Cost $29.11 Unrealized +82.9%
JBHT Hunt JB Transport Services 0.4%
Value ($000) $20,718 Shares 103,725 Est. Cost $169.49 Unrealized +6.9%
MKC McCormick 0.4%
Value ($000) $20,581 Shares 300,798 Est. Cost $58.53 Unrealized +5.8%
WY Weyerhaeuser 0.4%
Value ($000) $19,156 Shares 550,937 Est. Cost $20.53 Unrealized +41.9%
AVGO Broadcom Inc. 0.4%
Value ($000) $18,875 Shares 16,909 Est. Cost $50.44 Unrealized +82.8%
VRT Vertiv Holdings Co 0.4%
Value ($000) $18,623 Shares 387,727 Est. Cost $42.45 Unrealized 0.0%
CARR Carrier Global Corp 0.4%
Value ($000) $18,174 Shares 316,341 Est. Cost $38.82 Unrealized +32.8%
TJX TJX Corp 0.3%
Value ($000) $17,819 Shares 189,946 Est. Cost $36.02 Unrealized +142.3%
SYK Stryker 0.3%
Value ($000) $17,621 Shares 58,844 Est. Cost $161.79 Unrealized +69.9%
RTX RTX Corporation 0.3%
Value ($000) $16,856 Shares 200,337 Est. Cost $69.92 Unrealized +8.2%
V Visa Incorporated 0.3%
Value ($000) $15,919 Shares 61,144 Est. Cost $146.51 Unrealized +65.6%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $15,873 Shares 33,234 Est. Cost $431.07 Unrealized
NEE NextEra Energy 0.3%
Value ($000) $15,574 Shares 256,410 Est. Cost $63.31 Unrealized -15.6%
CMCSA Comcast Cl A 0.3%
Value ($000) $15,497 Shares 353,401 Est. Cost $31.49 Unrealized +27.3%
SSNC SS & C Technologies 0.3%
Value ($000) $14,959 Shares 244,784 Est. Cost $47.10 Unrealized +16.0%
VB Vanguard Small Cap ETF 0.3%
Value ($000) $14,493 Shares 67,939 Est. Cost $211.54 Unrealized
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $14,406 Shares 47,519 Est. Cost $274.36 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value ($000) $14,290 Shares 52,190 Est. Cost $139.56 Unrealized +85.7%
CCI Crown Castle Inc 0.3%
Value ($000) $14,041 Shares 121,897 Est. Cost $74.32 Unrealized +22.2%
DIS Walt Disney 0.3%
Value ($000) $13,769 Shares 152,500 Est. Cost $101.06 Unrealized -14.7%
GDX VanEck Vectors Gold Miners ETF 0.3%
Value ($000) $13,424 Shares 432,877 Est. Cost $31.16 Unrealized
VLTO Veralto Corporation 0.3%
Value ($000) $13,236 Shares 160,906 Est. Cost $73.75 Unrealized 0.0%
IBM International Business Machine 0.3%
Value ($000) $12,966 Shares 79,280 Est. Cost $118.58 Unrealized +19.3%
ISRG Intuitive Surgical 0.3%
Value ($000) $12,950 Shares 38,385 Est. Cost $300.07 Unrealized -0.7%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $12,929 Shares 269,918 Est. Cost $42.08 Unrealized
AZO AutoZone Inc 0.2%
Value ($000) $12,786 Shares 4,945 Est. Cost $2111.34 Unrealized +22.8%
ACN Accenture Plc Class A F 0.2%
Value ($000) $12,773 Shares 36,399 Est. Cost $148.92 Unrealized +110.0%
IWR iShares Russell Midcap ETF 0.2%
Value ($000) $12,526 Shares 161,146 Est. Cost $79.66 Unrealized
LECO Lincoln Electric 0.2%
Value ($000) $12,484 Shares 57,411 Est. Cost $173.59 Unrealized +11.1%
META Meta Platforms Inc Class A 0.2%
Value ($000) $12,251 Shares 34,612 Est. Cost $164.80 Unrealized +96.2%
MTD Mettler-Toledo International 0.2%
Value ($000) $11,982 Shares 9,878 Est. Cost $1154.12 Unrealized -6.3%
TMUS T-Mobile US Inc 0.2%
Value ($000) $11,926 Shares 74,381 Est. Cost $118.37 Unrealized +20.9%
ECL Ecolab 0.2%
Value ($000) $11,779 Shares 59,383 Est. Cost $131.19 Unrealized +34.0%
LMT Lockheed Martin 0.2%
Value ($000) $11,718 Shares 25,853 Est. Cost $184.30 Unrealized +126.5%
DHI D R Horton Inc 0.2%
Value ($000) $11,446 Shares 75,310 Est. Cost $57.96 Unrealized +108.0%
BDX Becton Dickinson 0.2%
Value ($000) $11,293 Shares 46,314 Est. Cost $221.22 Unrealized +6.9%
LLY Eli Lilly 0.2%
Value ($000) $11,017 Shares 18,900 Est. Cost $101.53 Unrealized +466.4%
CRM Salesforce.com Inc 0.2%
Value ($000) $10,469 Shares 39,786 Est. Cost $207.16 Unrealized +7.9%
IWB iShares Russell 1000 Index 0.2%
Value ($000) $10,106 Shares 38,534 Est. Cost $222.59 Unrealized
BAC Bank of America 0.2%
Value ($000) $9,445 Shares 280,523 Est. Cost $24.52 Unrealized +12.6%
Spirit Realty Capital Inc. 0.2%
Value ($000) $9,403 Shares 215,219 Est. Cost $39.77 Unrealized
WSO Watsco Inc 0.2%
Value ($000) $9,212 Shares 21,500 Est. Cost $387.45 Unrealized 0.0%
FTV Fortive Corp 0.2%
Value ($000) $9,190 Shares 124,816 Est. Cost $45.27 Unrealized +15.4%
Ansys 0.2%
Value ($000) $9,056 Shares 24,956 Est. Cost $103.32 Unrealized
WMT Walmart 0.2%
Value ($000) $8,986 Shares 56,998 Est. Cost $40.57 Unrealized +27.3%
RSP Invesco S&P 500 Equal Weight E 0.2%
Value ($000) $8,927 Shares 56,569 Est. Cost $151.21 Unrealized
TRU TransUnion 0.2%
Value ($000) $8,902 Shares 129,561 Est. Cost $74.16 Unrealized -18.8%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $8,794 Shares 48,862 Est. Cost $133.07 Unrealized
LIN Linde Plc 0.2%
Value ($000) $8,478 Shares 20,641 Est. Cost $340.55 Unrealized +12.6%
TXN Texas Instruments 0.2%
Value ($000) $8,288 Shares 48,622 Est. Cost $121.06 Unrealized +20.2%
PFE Pfizer 0.2%
Value ($000) $8,138 Shares 282,671 Est. Cost $20.53 Unrealized +28.6%
FNV Franco Nevada Corp 0.2%
Value ($000) $8,086 Shares 72,969 Est. Cost $144.08 Unrealized -17.2%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $7,643 Shares 32,852 Est. Cost $164.31 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $7,628 Shares 40,045 Est. Cost $83.85 Unrealized +98.8%
BX Blackstone Inc 0.1%
Value ($000) $7,438 Shares 56,811 Est. Cost $45.93 Unrealized +122.3%
PH Parker-Hannifin 0.1%
Value ($000) $7,323 Shares 15,896 Est. Cost $265.29 Unrealized +53.5%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $7,239 Shares 42,485 Est. Cost $142.36 Unrealized
IVE iShares S&P 500 Value Index 0.1%
Value ($000) $7,168 Shares 41,221 Est. Cost $156.07 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $7,154 Shares 24,262 Est. Cost $72.35 Unrealized +84.8%
PPG PPG Industries 0.1%
Value ($000) $7,059 Shares 47,202 Est. Cost $127.06 Unrealized +1.4%
O Realty Income Corp 0.1%
Value ($000) $6,867 Shares 119,584 Est. Cost $29.00 Unrealized +60.3%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $6,771 Shares 16,533 Est. Cost $310.83 Unrealized
NVR NVR Inc 0.1%
Value ($000) $6,755 Shares 965 Est. Cost $4454.81 Unrealized +38.5%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $6,549 Shares 63,306 Est. Cost $73.82 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $6,386 Shares 26,919 Est. Cost $182.33 Unrealized
AJG Arthur J Gallagher 0.1%
Value ($000) $6,385 Shares 28,391 Est. Cost $61.37 Unrealized +278.7%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $6,317 Shares 70,607 Est. Cost $57.81 Unrealized +38.8%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $6,235 Shares 31,066 Est. Cost $186.98 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $6,074 Shares 147,792 Est. Cost $43.84 Unrealized
HSY Hershey Co 0.1%
Value ($000) $6,039 Shares 32,389 Est. Cost $200.54 Unrealized -11.4%
INTC Intel 0.1%
Value ($000) $5,846 Shares 116,343 Est. Cost $34.08 Unrealized +17.5%
EPD Enterprise Products LP 0.1%
Value ($000) $5,753 Shares 218,331 Est. Cost $47.78 Unrealized
CI CIGNA Corp 0.1%
Value ($000) $5,681 Shares 18,972 Est. Cost $190.31 Unrealized +47.5%
KVUE Kenvue Inc. 0.1%
Value ($000) $5,660 Shares 262,886 Est. Cost $18.71 Unrealized -1.6%
NI Nisource 0.1%
Value ($000) $5,613 Shares 211,400 Est. Cost $7.81 Unrealized +208.0%
KMI Kinder Morgan Inc 0.1%
Value ($000) $5,591 Shares 316,937 Est. Cost $12.75 Unrealized +20.3%
SYY Sysco 0.1%
Value ($000) $5,448 Shares 74,492 Est. Cost $62.79 Unrealized +3.4%
XYL Xylem Inc 0.1%
Value ($000) $5,391 Shares 47,141 Est. Cost $102.28 Unrealized -4.8%
WAB Wabtec Corp 0.1%
Value ($000) $5,276 Shares 41,573 Est. Cost $67.36 Unrealized +65.8%
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $5,234 Shares 106,081 Est. Cost $44.11 Unrealized +0.8%
QCOM Qualcomm 0.1%
Value ($000) $5,219 Shares 36,083 Est. Cost $103.67 Unrealized +14.1%
FCX Freeport McMoRan 0.1%
Value ($000) $5,091 Shares 119,591 Est. Cost $36.96 Unrealized -2.9%
Laboratory Corporation of Amer 0.1%
Value ($000) $5,043 Shares 22,189 Est. Cost $241.33 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $4,986 Shares 95,788 Est. Cost $38.05 Unrealized +14.8%
NSC Norfolk Southern 0.1%
Value ($000) $4,938 Shares 20,890 Est. Cost $74.38 Unrealized +169.0%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $4,921 Shares 11,265 Est. Cost $385.60 Unrealized
WM Waste Management 0.1%
Value ($000) $4,687 Shares 26,170 Est. Cost $97.69 Unrealized +66.3%
ES Eversource Energy 0.1%
Value ($000) $4,639 Shares 75,155 Est. Cost $66.24 Unrealized -21.5%
AMGN Amgen 0.1%
Value ($000) $4,623 Shares 16,051 Est. Cost $176.54 Unrealized +44.5%
CL Colgate-Palmolive 0.1%
Value ($000) $4,568 Shares 57,307 Est. Cost $51.98 Unrealized +38.0%
USB US Bancorp 0.1%
Value ($000) $4,560 Shares 105,364 Est. Cost $26.95 Unrealized +22.8%
STT State Street 0.1%
Value ($000) $4,517 Shares 58,308 Est. Cost $52.11 Unrealized +24.4%
MTB M&T Bank 0.1%
Value ($000) $4,498 Shares 32,811 Est. Cost $152.08 Unrealized -22.9%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $4,485 Shares 18,552 Est. Cost $143.00 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $4,341 Shares 8 Est. Cost $207911.78 Unrealized +156.8%
MMM 3M Company 0.1%
Value ($000) $4,197 Shares 38,390 Est. Cost $80.38 Unrealized -6.0%
CRWD CrowdStrike Holdings Inc Cl A 0.1%
Value ($000) $4,177 Shares 16,359 Est. Cost $139.36 Unrealized +50.3%
FAST Fastenal Company 0.1%
Value ($000) $4,131 Shares 63,785 Est. Cost $11.23 Unrealized +155.5%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $4,073 Shares 54,052 Est. Cost $73.13 Unrealized
OKE Oneok Inc 0.1%
Value ($000) $4,043 Shares 57,576 Est. Cost $58.35 Unrealized +3.4%
WMB Williams Cos 0.1%
Value ($000) $4,038 Shares 115,942 Est. Cost $26.80 Unrealized +20.0%
TGT Target 0.1%
Value ($000) $4,011 Shares 28,161 Est. Cost $101.75 Unrealized +11.1%
CME CME Group Inc 0.1%
Value ($000) $3,964 Shares 18,825 Est. Cost $42.73 Unrealized +355.5%
TE Connectivity Limited 0.1%
Value ($000) $3,884 Shares 27,643 Est. Cost $72.63 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $3,657 Shares 46,316 Est. Cost $68.66 Unrealized -4.8%
EMR Emerson Electric 0.1%
Value ($000) $3,567 Shares 36,653 Est. Cost $52.98 Unrealized +66.3%
WFC Wells Fargo 0.1%
Value ($000) $3,548 Shares 72,095 Est. Cost $37.60 Unrealized +9.1%
GILD Gilead Sciences 0.1%
Value ($000) $3,516 Shares 43,406 Est. Cost $55.05 Unrealized +31.1%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $3,486 Shares 67,944 Est. Cost $42.28 Unrealized +11.2%
FSLR First Solar Inc 0.1%
Value ($000) $3,413 Shares 19,812 Est. Cost $65.48 Unrealized +133.6%
GS Goldman Sachs 0.1%
Value ($000) $3,278 Shares 8,496 Est. Cost $325.21 Unrealized -2.3%
NVS Novartis A G ADR 0.1%
Value ($000) $3,268 Shares 32,367 Est. Cost $75.47 Unrealized
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $3,195 Shares 11,527 Est. Cost $236.51 Unrealized
TECH Bio-Techne Corp 0.1%
Value ($000) $2,868 Shares 37,172 Est. Cost $67.08 Unrealized -2.8%
KMB Kimberly-Clark 0.1%
Value ($000) $2,859 Shares 23,532 Est. Cost $88.69 Unrealized +25.4%
ASO Academy Sport and Outdoors Inc 0.1%
Value ($000) $2,808 Shares 42,550 Est. Cost $48.07 Unrealized +3.5%
NBTB N B T Bankcorp Inc 0.1%
Value ($000) $2,807 Shares 66,968 Est. Cost $36.13 Unrealized 0.0%
ENTG Entegris Inc 0.1%
Value ($000) $2,745 Shares 22,910 Est. Cost $80.77 Unrealized +24.5%
GLW Corning 0.1%
Value ($000) $2,618 Shares 85,992 Est. Cost $29.21 Unrealized -7.2%
UBER Uber Technologies Inc 0.0%
Value ($000) $2,561 Shares 41,594 Est. Cost $52.31 Unrealized 0.0%
TPL Texas Pacific Land 0.0%
Value ($000) $2,546 Shares 1,619 Est. Cost $175.13 Unrealized +5.5%
VMC Vulcan Materials 0.0%
Value ($000) $2,543 Shares 11,201 Est. Cost $176.08 Unrealized +18.5%
FSV FirstService Corp 0.0%
Value ($000) $2,510 Shares 15,483 Est. Cost $122.69 Unrealized +21.5%
IAU iShares Gold Trust 0.0%
Value ($000) $2,485 Shares 63,679 Est. Cost $35.16 Unrealized
D Dominion Energy 0.0%
Value ($000) $2,464 Shares 52,433 Est. Cost $39.09 Unrealized +2.8%
PM Philip Morris International 0.0%
Value ($000) $2,443 Shares 25,970 Est. Cost $60.38 Unrealized +38.6%
GIS General Mills 0.0%
Value ($000) $2,437 Shares 37,406 Est. Cost $34.27 Unrealized +73.7%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $2,411 Shares 24,579 Est. Cost $91.45 Unrealized -11.7%
DT Dynatrace Inc 0.0%
Value ($000) $2,371 Shares 43,356 Est. Cost $39.07 Unrealized +29.4%
JCI Johnson Controls 0.0%
Value ($000) $2,347 Shares 40,711 Est. Cost $56.48 Unrealized -10.2%
GE General Electric 0.0%
Value ($000) $2,341 Shares 18,341 Est. Cost $59.78 Unrealized +53.0%
VGT Vanguard Information Techology 0.0%
Value ($000) $2,280 Shares 4,711 Est. Cost $119.23 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $2,276 Shares 60,529 Est. Cost $35.30 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.0%
Value ($000) $2,268 Shares 40,399 Est. Cost $59.45 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $2,227 Shares 27,031 Est. Cost $88.68 Unrealized -19.4%
TSM Taiwan Semiconductor Mft Co Lt 0.0%
Value ($000) $2,211 Shares 21,260 Est. Cost $92.35 Unrealized
VONV Vanguard Russell 1000 Value ET 0.0%
Value ($000) $2,203 Shares 30,363 Est. Cost $66.59 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $2,162 Shares 8,255 Est. Cost $112.73 Unrealized +101.7%
UPS United Parcel Service Class B 0.0%
Value ($000) $2,152 Shares 13,684 Est. Cost $141.47 Unrealized -5.1%
PWR Quanta Services 0.0%
Value ($000) $2,104 Shares 9,751 Est. Cost $119.86 Unrealized +53.7%
FANG Diamondback Energy Inc 0.0%
Value ($000) $2,077 Shares 13,393 Est. Cost $120.96 Unrealized +19.3%
Ceridian HCM Holding Inc 0.0%
Value ($000) $1,986 Shares 29,595 Est. Cost $65.23 Unrealized +4.6%
WAT Waters Corp 0.0%
Value ($000) $1,972 Shares 5,990 Est. Cost $144.63 Unrealized +91.0%
ODFL Old Dominion Freight 0.0%
Value ($000) $1,927 Shares 4,753 Est. Cost $118.70 Unrealized +64.9%
CSX CSX 0.0%
Value ($000) $1,906 Shares 54,984 Est. Cost $32.20 Unrealized -4.2%
ROST Ross Stores 0.0%
Value ($000) $1,902 Shares 13,741 Est. Cost $62.81 Unrealized +93.9%
AMP Ameriprise Financial 0.0%
Value ($000) $1,892 Shares 4,980 Est. Cost $172.31 Unrealized +93.5%
BAH Booz Allen Hamilton Holdings 0.0%
Value ($000) $1,871 Shares 14,631 Est. Cost $98.57 Unrealized +20.9%
BlackRock Inc 0.0%
Value ($000) $1,850 Shares 2,279 Est. Cost $639.69 Unrealized
DOW Dow Inc 0.0%
Value ($000) $1,843 Shares 33,601 Est. Cost $35.88 Unrealized +24.5%
GD General Dynamics 0.0%
Value ($000) $1,837 Shares 7,074 Est. Cost $169.46 Unrealized +38.2%
CCJ Cameco Corporation 0.0%
Value ($000) $1,829 Shares 42,443 Est. Cost $41.63 Unrealized 0.0%
VMI Valmont Industries Inc 0.0%
Value ($000) $1,815 Shares 7,772 Est. Cost $225.70 Unrealized -2.6%
ARMK Aramark 0.0%
Value ($000) $1,801 Shares 64,098 Est. Cost $26.35 Unrealized 0.0%
SLB Schlumberger 0.0%
Value ($000) $1,754 Shares 33,703 Est. Cost $40.95 Unrealized +25.1%
FTI TechnipFMC PLC 0.0%
Value ($000) $1,730 Shares 85,921 Est. Cost $13.30 Unrealized +51.8%
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $1,704 Shares 42,389 Est. Cost $48.47 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $1,702 Shares 22,377 Est. Cost $36.41 Unrealized +61.2%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1,701 Shares 1,937 Est. Cost $573.41 Unrealized +42.8%
LFUS Littelfuse Inc 0.0%
Value ($000) $1,695 Shares 6,334 Est. Cost $261.83 Unrealized -8.5%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $1,680 Shares 10,190 Est. Cost $190.02 Unrealized -11.4%
OMC Omnicom 0.0%
Value ($000) $1,664 Shares 19,240 Est. Cost $51.97 Unrealized +40.9%
BA Boeing 0.0%
Value ($000) $1,664 Shares 6,386 Est. Cost $222.85 Unrealized -4.0%
MS Morgan Stanley 0.0%
Value ($000) $1,662 Shares 17,827 Est. Cost $73.38 Unrealized +1.9%
TRP TC Energy Corp 0.0%
Value ($000) $1,662 Shares 42,515 Est. Cost $34.48 Unrealized -4.3%
PYPL PayPal Holdings 0.0%
Value ($000) $1,658 Shares 27,001 Est. Cost $133.89 Unrealized -57.3%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,600 Shares 7,440 Est. Cost $18.38 Unrealized +114.3%
ROG Rogers Corporation 0.0%
Value ($000) $1,579 Shares 11,956 Est. Cost $155.25 Unrealized -17.5%
TOST Toast Inc Cl A 0.0%
Value ($000) $1,569 Shares 85,905 Est. Cost $19.72 Unrealized -16.9%
RXST RxSight Inc 0.0%
Value ($000) $1,567 Shares 38,857 Est. Cost $13.46 Unrealized +117.9%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1,521 Shares 9,563 Est. Cost $137.06 Unrealized -0.9%
ETN Eaton Corp PLC 0.0%
Value ($000) $1,496 Shares 6,214 Est. Cost $147.14 Unrealized +46.5%
CHD Church & Dwight 0.0%
Value ($000) $1,494 Shares 15,798 Est. Cost $52.22 Unrealized +70.9%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,489 Shares 7,737 Est. Cost $111.97 Unrealized
DUK Duke Energy 0.0%
Value ($000) $1,489 Shares 15,341 Est. Cost $49.75 Unrealized +68.5%
VZ Verizon 0.0%
Value ($000) $1,472 Shares 39,050 Est. Cost $31.69 Unrealized -2.2%
Inari Medical Inc 0.0%
Value ($000) $1,454 Shares 22,392 Est. Cost $64.92 Unrealized
AMT Amer Tower Cl A 0.0%
Value ($000) $1,446 Shares 6,700 Est. Cost $131.30 Unrealized +33.4%
PCH Potlatch Corporation 0.0%
Value ($000) $1,438 Shares 29,293 Est. Cost $40.67 Unrealized
PNC PNC Financial 0.0%
Value ($000) $1,423 Shares 9,189 Est. Cost $124.74 Unrealized -3.9%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,399 Shares 10,300 Est. Cost $137.35 Unrealized
ASML ASML Holding NV NY Registry Sh 0.0%
Value ($000) $1,396 Shares 1,844 Est. Cost $660.21 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $1,393 Shares 10,663 Est. Cost $86.23 Unrealized +38.8%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,386 Shares 18,462 Est. Cost $79.29 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $1,380 Shares 6,551 Est. Cost $182.19 Unrealized -1.3%
FDX FedEx Corporation 0.0%
Value ($000) $1,375 Shares 5,437 Est. Cost $228.98 Unrealized +5.8%
DOX Amdocs Ltd 0.0%
Value ($000) $1,343 Shares 15,283 Est. Cost $88.46 Unrealized -10.6%
HUBB Hubbell Inc 0.0%
Value ($000) $1,306 Shares 3,970 Est. Cost $178.41 Unrealized +63.9%
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $1,300 Shares 3,449 Est. Cost $357.60 Unrealized
TT Trane Technologies 0.0%
Value ($000) $1,282 Shares 5,258 Est. Cost $109.81 Unrealized +95.4%
Viper Energy Inc 0.0%
Value ($000) $1,273 Shares 40,573 Est. Cost $31.38 Unrealized
Altair Engineering 0.0%
Value ($000) $1,254 Shares 14,907 Est. Cost $45.15 Unrealized
PAYX Paychex 0.0%
Value ($000) $1,231 Shares 10,333 Est. Cost $40.69 Unrealized +173.0%
AFL AFLAC 0.0%
Value ($000) $1,227 Shares 14,869 Est. Cost $41.89 Unrealized +83.8%
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $1,220 Shares 31,432 Est. Cost $57.43 Unrealized
CR Crane Co 0.0%
Value ($000) $1,206 Shares 10,211 Est. Cost $99.57 Unrealized 0.0%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $1,194 Shares 21,173 Est. Cost $53.03 Unrealized
RYAN Ryan Specialty Holdings Inc 0.0%
Value ($000) $1,164 Shares 27,060 Est. Cost $43.52 Unrealized +3.6%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $1,115 Shares 2,740 Est. Cost $238.75 Unrealized +54.7%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $1,113 Shares 15,824 Est. Cost $67.07 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $1,109 Shares 2,484 Est. Cost $350.03 Unrealized +14.7%
Kellanova 0.0%
Value ($000) $1,106 Shares 19,789 Est. Cost $46.84 Unrealized +4.2%
BAX Baxter International 0.0%
Value ($000) $1,089 Shares 28,177 Est. Cost $53.56 Unrealized -37.3%
EW Edwards Lifesciences 0.0%
Value ($000) $1,089 Shares 14,279 Est. Cost $105.43 Unrealized -34.0%
AWK American Water Works Company I 0.0%
Value ($000) $1,086 Shares 8,227 Est. Cost $44.85 Unrealized +167.6%
GWW Grainger W W 0.0%
Value ($000) $1,082 Shares 1,306 Est. Cost $223.13 Unrealized +239.0%
SNPS Synopsys Inc 0.0%
Value ($000) $1,068 Shares 2,075 Est. Cost $106.80 Unrealized +378.8%
MDY SPDR S&P 400 ETF Trust 0.0%
Value ($000) $1,066 Shares 2,101 Est. Cost $451.58 Unrealized
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $1,059 Shares 9,104 Est. Cost $120.13 Unrealized
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $1,049 Shares 10,042 Est. Cost $102.49 Unrealized
VRRM Verra Mobility Corp 0.0%
Value ($000) $1,036 Shares 44,995 Est. Cost $20.51 Unrealized 0.0%
RGEN Repligen Corp 0.0%
Value ($000) $1,028 Shares 5,718 Est. Cost $155.67 Unrealized 0.0%
DD DuPont De Nemours Inc 0.0%
Value ($000) $1,019 Shares 13,252 Est. Cost $27.46 Unrealized +5.6%
CFG Citizens Financial Group 0.0%
Value ($000) $1,008 Shares 30,431 Est. Cost $25.91 Unrealized -2.7%
Barrick Gold Corp 0.0%
Value ($000) $1,006 Shares 55,619 Est. Cost $21.04 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $971 Shares 6,588 Est. Cost $127.86 Unrealized -7.8%
MO Altria Group Inc 0.0%
Value ($000) $965 Shares 23,910 Est. Cost $29.64 Unrealized +17.4%
ORLY O'Reilly Automotive 0.0%
Value ($000) $961 Shares 1,011 Est. Cost $37.78 Unrealized +67.3%
MSCI MSCI Inc 0.0%
Value ($000) $949 Shares 1,678 Est. Cost $482.06 Unrealized +4.4%
PSX Phillips 66 0.0%
Value ($000) $949 Shares 7,128 Est. Cost $68.44 Unrealized +62.3%
PHM Pultegroup Inc. 0.0%
Value ($000) $948 Shares 9,183 Est. Cost $40.52 Unrealized +106.3%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $919 Shares 10,962 Est. Cost $75.45 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $917 Shares 3,471 Est. Cost $217.83 Unrealized +3.4%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $909 Shares 7,974 Est. Cost $91.76 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $893 Shares 7,143 Est. Cost $127.30 Unrealized
CTRA Coterra Energy Inc 0.0%
Value ($000) $888 Shares 34,806 Est. Cost $23.79 Unrealized +4.9%
RJF Raymond James Financial Inc 0.0%
Value ($000) $883 Shares 7,915 Est. Cost $57.80 Unrealized +72.7%
MAR Marriott International 0.0%
Value ($000) $882 Shares 3,911 Est. Cost $159.78 Unrealized +24.2%
KKR KKR & Co Inc 0.0%
Value ($000) $881 Shares 10,637 Est. Cost $30.14 Unrealized +121.7%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $881 Shares 5,937 Est. Cost $69.68 Unrealized +103.8%
ROP Roper Industries Inc 0.0%
Value ($000) $873 Shares 1,602 Est. Cost $440.25 Unrealized +15.4%
MORN Morningstar Inc 0.0%
Value ($000) $865 Shares 3,021 Est. Cost $68.45 Unrealized +280.7%
HUM Humana 0.0%
Value ($000) $863 Shares 1,885 Est. Cost $339.87 Unrealized +41.2%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $850 Shares 5,146 Est. Cost $143.24 Unrealized
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $830 Shares 4,642 Est. Cost $180.82 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $826 Shares 5,403 Est. Cost $74.33 Unrealized +90.1%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $800 Shares 7,372 Est. Cost $63.44 Unrealized +42.8%
RSG Republic Services 0.0%
Value ($000) $790 Shares 4,792 Est. Cost $104.61 Unrealized +44.6%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $785 Shares 6,452 Est. Cost $104.43 Unrealized +4.7%
HSIC Henry Schein 0.0%
Value ($000) $762 Shares 10,066 Est. Cost $55.41 Unrealized +26.3%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $762 Shares 6,500 Est. Cost $122.93 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $758 Shares 3,175 Est. Cost $174.09 Unrealized +34.1%
TRI Thomson Reuters Corporation 0.0%
Value ($000) $757 Shares 5,179 Est. Cost $122.38 Unrealized +4.7%
CCC CCC Intelligent Solutions Hold 0.0%
Value ($000) $742 Shares 65,117 Est. Cost $10.63 Unrealized +9.8%
BKNG Booking Holdings Inc 0.0%
Value ($000) $741 Shares 209 Est. Cost $1865.08 Unrealized +64.5%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $740 Shares 10,241 Est. Cost $50.84 Unrealized +33.3%
CMI Cummins Inc 0.0%
Value ($000) $732 Shares 3,055 Est. Cost $211.95 Unrealized +2.3%
Aptiv Plc 0.0%
Value ($000) $731 Shares 8,149 Est. Cost $89.30 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $730 Shares 5,528 Est. Cost $265.80 Unrealized -60.1%
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $725 Shares 6,696 Est. Cost $106.65 Unrealized
TROW Price T Rowe Group Inc 0.0%
Value ($000) $722 Shares 6,706 Est. Cost $73.61 Unrealized +21.9%
KEY KeyCorp 0.0%
Value ($000) $717 Shares 49,780 Est. Cost $14.27 Unrealized -25.3%
SHEL Shell Plc ADR 0.0%
Value ($000) $713 Shares 10,830 Est. Cost $54.65 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $699 Shares 3,458 Est. Cost $174.99 Unrealized +2.6%
T AT & T 0.0%
Value ($000) $696 Shares 41,483 Est. Cost $14.91 Unrealized -4.7%
SPOT Spotify Technology 0.0%
Value ($000) $685 Shares 3,647 Est. Cost $174.62 Unrealized 0.0%
TSLA Tesla Inc 0.0%
Value ($000) $674 Shares 2,711 Est. Cost $241.31 Unrealized -1.5%
SO Southern Co 0.0%
Value ($000) $672 Shares 9,585 Est. Cost $49.95 Unrealized +27.6%
PEG Public Service Enterprise 0.0%
Value ($000) $667 Shares 10,912 Est. Cost $42.59 Unrealized +34.5%
TPR Tapestry Inc 0.0%
Value ($000) $663 Shares 18,000 Est. Cost $32.95 Unrealized -11.4%
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $661 Shares 1,474 Est. Cost $363.71 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $651 Shares 7,222 Est. Cost $51.57 Unrealized +49.2%
IWO iShares TR Russell 2000 Growth 0.0%
Value ($000) $641 Shares 2,543 Est. Cost $243.15 Unrealized
EFAX MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $641 Shares 16,440 Est. Cost $52.53 Unrealized
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $635 Shares 7,465 Est. Cost $79.54 Unrealized
ADSK Autodesk 0.0%
Value ($000) $635 Shares 2,606 Est. Cost $197.17 Unrealized +9.5%
IDXX IDEXX Labs 0.0%
Value ($000) $633 Shares 1,140 Est. Cost $383.69 Unrealized +22.4%
DEO Diageo Plc ADR 0.0%
Value ($000) $627 Shares 4,303 Est. Cost $165.08 Unrealized
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $625 Shares 4,992 Est. Cost $121.89 Unrealized
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $617 Shares 1,260 Est. Cost $383.25 Unrealized +10.1%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $612 Shares 5,657 Est. Cost $85.55 Unrealized +16.3%
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $610 Shares 5,350 Est. Cost $110.59 Unrealized
AMLP Alerian MLP 0.0%
Value ($000) $606 Shares 14,252 Est. Cost $20.29 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $606 Shares 2,944 Est. Cost $148.79 Unrealized +19.7%
LUNA Luna Innovations Inc. 0.0%
Value ($000) $599 Shares 90,000 Est. Cost $8.83 Unrealized -30.1%
PGR Progressive 0.0%
Value ($000) $590 Shares 3,707 Est. Cost $48.59 Unrealized +195.0%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $559 Shares 35,122 Est. Cost $15.09 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $548 Shares 11,425 Est. Cost $29.26 Unrealized +59.1%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $543 Shares 3,978 Est. Cost $129.88 Unrealized
EMN Eastman Chemical 0.0%
Value ($000) $542 Shares 6,031 Est. Cost $96.59 Unrealized -24.3%
NUE Nucor 0.0%
Value ($000) $535 Shares 3,074 Est. Cost $128.65 Unrealized +19.2%
OXY Occidental Petroleum 0.0%
Value ($000) $519 Shares 8,694 Est. Cost $59.12 Unrealized -0.9%
J Jacobs Solutions Inc 0.0%
Value ($000) $512 Shares 3,948 Est. Cost $100.68 Unrealized +6.2%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $510 Shares 4,151 Est. Cost $101.18 Unrealized
Pioneer Natural 0.0%
Value ($000) $508 Shares 2,260 Est. Cost $227.22 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $499 Shares 5,930 Est. Cost $54.35 Unrealized +40.3%
SPG Simon Property Group 0.0%
Value ($000) $498 Shares 3,491 Est. Cost $100.39 Unrealized +7.9%
HPQ HP Inc 0.0%
Value ($000) $497 Shares 16,530 Est. Cost $10.49 Unrealized +145.5%
NFLX Netflix 0.0%
Value ($000) $486 Shares 998 Est. Cost $34.52 Unrealized +26.5%
XEL XCEL Energy 0.0%
Value ($000) $484 Shares 7,817 Est. Cost $41.09 Unrealized +35.1%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $483 Shares 5,467 Est. Cost $81.70 Unrealized
GGG Graco Inc 0.0%
Value ($000) $476 Shares 5,488 Est. Cost $68.40 Unrealized +11.7%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $472 Shares 7,013 Est. Cost $70.37 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $463 Shares 1,190 Est. Cost $435.60 Unrealized -6.4%
TM Toyota Motor 0.0%
Value ($000) $459 Shares 2,503 Est. Cost $153.39 Unrealized
IP International Paper 0.0%
Value ($000) $457 Shares 12,635 Est. Cost $30.51 Unrealized +4.8%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $454 Shares 5,874 Est. Cost $71.61 Unrealized -2.5%
HEI Heico Corp 0.0%
Value ($000) $453 Shares 2,535 Est. Cost $135.22 Unrealized +25.2%
A Agilent Technologies 0.0%
Value ($000) $449 Shares 3,232 Est. Cost $117.22 Unrealized 0.0%
EWBC East West Bancorp 0.0%
Value ($000) $442 Shares 6,142 Est. Cost $37.94 Unrealized +49.2%
EQIX Equinix Inc 0.0%
Value ($000) $440 Shares 546 Est. Cost $566.89 Unrealized +29.4%
WRB WR Berkley Corporation 0.0%
Value ($000) $437 Shares 6,175 Est. Cost $26.31 Unrealized +63.5%
DOV Dover Corp 0.0%
Value ($000) $419 Shares 2,721 Est. Cost $112.31 Unrealized +21.7%
MCO Moody's Corp 0.0%
Value ($000) $417 Shares 1,068 Est. Cost $341.41 Unrealized +0.1%
WBS Webster Financial 0.0%
Value ($000) $409 Shares 8,060 Est. Cost $43.21 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $405 Shares 4,805 Est. Cost $44.61 Unrealized +55.0%
EBAY Ebay 0.0%
Value ($000) $403 Shares 9,242 Est. Cost $53.67 Unrealized -25.8%
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $399 Shares 4,728 Est. Cost $70.79 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $390 Shares 5,041 Est. Cost $45.49 Unrealized +50.0%
GPC Genuine Parts 0.0%
Value ($000) $388 Shares 2,802 Est. Cost $116.15 Unrealized +10.6%
RPM RPM International Inc 0.0%
Value ($000) $387 Shares 3,467 Est. Cost $53.54 Unrealized +88.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $384 Shares 1,235 Est. Cost $269.34 Unrealized +0.3%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $379 Shares 5,023 Est. Cost $56.16 Unrealized +18.8%
ICE IntercontinentalExchange Group 0.0%
Value ($000) $375 Shares 2,922 Est. Cost $124.64 Unrealized -11.4%
SJM Smucker 0.0%
Value ($000) $369 Shares 2,918 Est. Cost $77.43 Unrealized +37.9%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $366 Shares 4,009 Est. Cost $113.51 Unrealized
LULU LuLuLemon Athletica Inc 0.0%
Value ($000) $366 Shares 716 Est. Cost $404.24 Unrealized +6.9%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $362 Shares 3,600 Est. Cost $96.49 Unrealized
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $359 Shares 2,833 Est. Cost $136.92 Unrealized -30.1%
Unilever Plc Sponsored ADR 0.0%
Value ($000) $351 Shares 7,231 Est. Cost $58.64 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $349 Shares 3,361 Est. Cost $89.85 Unrealized -3.6%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $346 Shares 4,373 Est. Cost $77.51 Unrealized -6.9%
ALL Allstate 0.0%
Value ($000) $341 Shares 2,439 Est. Cost $114.78 Unrealized +8.7%
FICO Fair Isaac Corp 0.0%
Value ($000) $339 Shares 291 Est. Cost $770.07 Unrealized +30.7%
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $334 Shares 3,847 Est. Cost $87.55 Unrealized
CLH Clean Harbors 0.0%
Value ($000) $332 Shares 1,903 Est. Cost $107.08 Unrealized +53.3%
EA Electronic Arts 0.0%
Value ($000) $328 Shares 2,397 Est. Cost $97.16 Unrealized +34.5%
IGV iShares North America Tech 0.0%
Value ($000) $325 Shares 800 Est. Cost $168.82 Unrealized
XYZ Block Inc 0.0%
Value ($000) $324 Shares 4,194 Est. Cost $151.28 Unrealized -62.6%
PRVA Privia Health Group 0.0%
Value ($000) $321 Shares 13,921 Est. Cost $22.38 Unrealized 0.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $305 Shares 2,040 Est. Cost $133.06 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $305 Shares 1,112 Est. Cost $159.27 Unrealized +48.8%
ELV Elevance Health Inc 0.0%
Value ($000) $298 Shares 632 Est. Cost $226.84 Unrealized +96.9%
IWN iShares Russell 2000 Value Ind 0.0%
Value ($000) $297 Shares 1,911 Est. Cost $142.16 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $295 Shares 4,284 Est. Cost $50.45 Unrealized +11.2%
VVV Valvoline Inc 0.0%
Value ($000) $290 Shares 7,712 Est. Cost $30.25 Unrealized +10.7%
ICLR ICON Plc 0.0%
Value ($000) $283 Shares 1,000 Est. Cost $222.32 Unrealized +16.4%
APO Apollo Global Management A 0.0%
Value ($000) $278 Shares 2,978 Est. Cost $56.25 Unrealized +52.1%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $272 Shares 16,007 Est. Cost $7.57 Unrealized +102.9%
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $270 Shares 15,695 Est. Cost $23.38 Unrealized
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $267 Shares 1,455 Est. Cost $137.84 Unrealized
AGCO Agco Corp 0.0%
Value ($000) $267 Shares 2,198 Est. Cost $116.60 Unrealized -4.5%
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $266 Shares 2,584 Est. Cost $89.63 Unrealized
OSK Oshkosh Corporation 0.0%
Value ($000) $262 Shares 2,413 Est. Cost $75.02 Unrealized +23.9%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $259 Shares 3,071 Est. Cost $78.98 Unrealized -4.6%
VUG Vanguard Growth ETF 0.0%
Value ($000) $248 Shares 799 Est. Cost $282.96 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $247 Shares 1,851 Est. Cost $111.93 Unrealized -5.6%
TXT Textron 0.0%
Value ($000) $237 Shares 2,942 Est. Cost $77.37 Unrealized 0.0%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $234 Shares 7,423 Est. Cost $39.10 Unrealized
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $233 Shares 3,143 Est. Cost $37.65 Unrealized +106.4%
OEF iShares Tr S&P 100 Index 0.0%
Value ($000) $232 Shares 1,039 Est. Cost $187.04 Unrealized
CE Celanese Corporation 0.0%
Value ($000) $229 Shares 1,471 Est. Cost $127.36 Unrealized 0.0%
DGX Quest Diagnostics 0.0%
Value ($000) $227 Shares 1,648 Est. Cost $62.67 Unrealized +101.5%
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $227 Shares 7,040 Est. Cost $55.32 Unrealized
CLX Clorox 0.0%
Value ($000) $222 Shares 1,556 Est. Cost $138.62 Unrealized -10.5%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $221 Shares 3,066 Est. Cost $76.43 Unrealized
MET Metlife Inc 0.0%
Value ($000) $220 Shares 3,322 Est. Cost $58.77 Unrealized 0.0%
LNC Lincoln National 0.0%
Value ($000) $216 Shares 8,010 Est. Cost $18.69 Unrealized +13.7%
Chewy Inc. Class A 0.0%
Value ($000) $214 Shares 9,069 Est. Cost $23.63 Unrealized
EME Emcorp Group Inc 0.0%
Value ($000) $213 Shares 990 Est. Cost $208.84 Unrealized 0.0%
DELL Dell Technologies - C 0.0%
Value ($000) $213 Shares 2,783 Est. Cost $68.27 Unrealized 0.0%
GSK GSK Plc 0.0%
Value ($000) $210 Shares 5,678 Est. Cost $35.15 Unrealized
IJK iShares S&P Midcap 400 Growth 0.0%
Value ($000) $209 Shares 2,640 Est. Cost $71.77 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $206 Shares 2,268 Est. Cost $81.91 Unrealized +1.4%
Lexington Realty Trust 0.0%
Value ($000) $182 Shares 18,350 Est. Cost $10.12 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $143 Shares 10,390 Est. Cost $13.80 Unrealized
CTSO CytoSorbents Corp 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $8.14 Unrealized -81.8%