BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $5,542,416 (100.0% shares, 0.0% debt)

Holdings (439)

MSFT Microsoft 5.8%
Value ($000) $324,161 Shares 770,492 Est. Cost $49.96 Unrealized +699.1%
JPM J P Morgan Chase 3.8%
Value ($000) $210,700 Shares 1,051,923 Est. Cost $58.74 Unrealized +195.5%
AAPL Apple Inc 3.6%
Value ($000) $200,050 Shares 1,166,611 Est. Cost $87.29 Unrealized +106.5%
GOOGL Alphabet Inc. Class A 3.3%
Value ($000) $181,584 Shares 1,203,101 Est. Cost $107.79 Unrealized +31.7%
DHR Danaher 2.5%
Value ($000) $137,352 Shares 550,024 Est. Cost $69.15 Unrealized +249.2%
AMZN Amazon.com 2.3%
Value ($000) $127,281 Shares 705,627 Est. Cost $125.06 Unrealized +33.5%
BRK/B Berkshire Hathaway Cl B 2.1%
Value ($000) $118,031 Shares 280,678 Est. Cost $175.59 Unrealized +124.0%
TMO Thermo Fisher Scientific 2.1%
Value ($000) $116,269 Shares 200,047 Est. Cost $174.06 Unrealized +220.4%
COST Costco 2.0%
Value ($000) $112,472 Shares 153,518 Est. Cost $469.28 Unrealized +50.6%
MRSH Marsh & McLennan 1.9%
Value ($000) $104,852 Shares 509,042 Est. Cost $42.20 Unrealized +358.2%
PEP Pepsico 1.8%
Value ($000) $98,224 Shares 561,250 Est. Cost $79.95 Unrealized +96.7%
ADBE Adobe Inc 1.7%
Value ($000) $96,024 Shares 190,297 Est. Cost $228.63 Unrealized +150.7%
SPY SPDR S&P 500 ETF Index 1.6%
Value ($000) $88,365 Shares 168,936 Est. Cost $406.02 Unrealized
SHW Sherwin-Williams 1.6%
Value ($000) $86,587 Shares 249,293 Est. Cost $234.52 Unrealized +33.7%
HD Home Depot 1.5%
Value ($000) $83,606 Shares 217,952 Est. Cost $115.83 Unrealized +200.9%
COP Conoco Phillips 1.4%
Value ($000) $77,271 Shares 607,091 Est. Cost $47.97 Unrealized +124.4%
FISV Fiserv Inc 1.4%
Value ($000) $75,809 Shares 474,340 Est. Cost $114.94 Unrealized +26.7%
STZ Constellation Brands Inc Cl A 1.3%
Value ($000) $73,254 Shares 269,554 Est. Cost $202.56 Unrealized +20.2%
UNH United Health Group 1.3%
Value ($000) $72,366 Shares 146,283 Est. Cost $283.40 Unrealized +72.5%
DE Deere 1.3%
Value ($000) $72,259 Shares 175,924 Est. Cost $147.90 Unrealized +151.9%
INTU Intuit 1.2%
Value ($000) $67,009 Shares 103,091 Est. Cost $405.95 Unrealized +55.5%
MA Mastercard Inc Cl A 1.2%
Value ($000) $65,104 Shares 135,192 Est. Cost $108.01 Unrealized +319.0%
NVDA Nvidia Corp 1.2%
Value ($000) $64,072 Shares 70,911 Est. Cost $42.70 Unrealized +69.6%
AEM Agnico Eagle Mines 1.1%
Value ($000) $63,294 Shares 1,061,097 Est. Cost $47.07 Unrealized +5.2%
JNJ Johnson & Johnson 1.1%
Value ($000) $62,721 Shares 396,489 Est. Cost $84.66 Unrealized +77.5%
CNI Canadian National Railway 1.1%
Value ($000) $61,522 Shares 467,100 Est. Cost $86.00 Unrealized +43.1%
GLD SPDR Gold Shares 1.1%
Value ($000) $60,743 Shares 295,271 Est. Cost $142.81 Unrealized
ADI Analog Devices Inc 1.1%
Value ($000) $60,651 Shares 306,641 Est. Cost $167.03 Unrealized +11.5%
APH Amphenol 1.1%
Value ($000) $59,010 Shares 511,576 Est. Cost $23.72 Unrealized +117.4%
IQV IQVIA Holdings 1.0%
Value ($000) $57,750 Shares 228,359 Est. Cost $164.69 Unrealized +41.8%
AMAT Applied Materials 1.0%
Value ($000) $57,750 Shares 280,025 Est. Cost $123.27 Unrealized +46.3%
NOC Northrop Grumman 1.0%
Value ($000) $57,523 Shares 120,175 Est. Cost $331.80 Unrealized +34.4%
MRK Merck 1.0%
Value ($000) $56,810 Shares 430,541 Est. Cost $36.40 Unrealized +218.1%
CVX Chevron Corp 1.0%
Value ($000) $53,374 Shares 338,366 Est. Cost $98.75 Unrealized +40.8%
ABT Abbott Labs 1.0%
Value ($000) $52,857 Shares 465,048 Est. Cost $51.60 Unrealized +114.7%
MCD McDonalds 0.9%
Value ($000) $50,205 Shares 178,064 Est. Cost $97.57 Unrealized +184.9%
BSX Boston Scientific 0.8%
Value ($000) $46,068 Shares 672,630 Est. Cost $43.57 Unrealized +47.6%
ABBV Abbvie Inc 0.8%
Value ($000) $44,710 Shares 245,527 Est. Cost $58.31 Unrealized +177.8%
UNP Union Pacific 0.8%
Value ($000) $44,445 Shares 180,720 Est. Cost $78.89 Unrealized +198.6%
CAT Caterpillar 0.7%
Value ($000) $40,917 Shares 111,663 Est. Cost $86.98 Unrealized +257.6%
ZTS Zoetis Inc 0.7%
Value ($000) $40,535 Shares 239,554 Est. Cost $56.66 Unrealized +223.6%
JBHT Hunt JB Transport Services 0.7%
Value ($000) $40,369 Shares 202,607 Est. Cost $183.30 Unrealized +7.9%
MDLZ Mondelez International 0.7%
Value ($000) $38,358 Shares 547,976 Est. Cost $33.95 Unrealized +102.9%
PG Procter & Gamble 0.7%
Value ($000) $38,200 Shares 235,438 Est. Cost $83.18 Unrealized +80.2%
ADP Automatic Data Processing 0.7%
Value ($000) $37,875 Shares 151,658 Est. Cost $85.77 Unrealized +173.1%
VRT Vertiv Holdings Co 0.6%
Value ($000) $33,175 Shares 406,210 Est. Cost $43.37 Unrealized +44.5%
SPGI S&P Global Inc 0.6%
Value ($000) $32,557 Shares 76,524 Est. Cost $352.50 Unrealized +21.2%
LOW Lowes 0.6%
Value ($000) $32,265 Shares 126,662 Est. Cost $51.15 Unrealized +334.1%
CSCO Cisco Systems 0.6%
Value ($000) $32,184 Shares 644,831 Est. Cost $24.95 Unrealized +89.2%
RBC RBC Bearings Inc 0.6%
Value ($000) $32,042 Shares 118,520 Est. Cost $230.93 Unrealized +16.9%
NKE Nike Inc Class B 0.6%
Value ($000) $31,361 Shares 333,693 Est. Cost $57.33 Unrealized +70.6%
EOG EOG Resources 0.5%
Value ($000) $30,318 Shares 237,156 Est. Cost $115.87 Unrealized -4.7%
AXP American Express 0.5%
Value ($000) $30,308 Shares 133,111 Est. Cost $69.71 Unrealized +191.1%
ORCL Oracle 0.5%
Value ($000) $30,091 Shares 239,557 Est. Cost $69.30 Unrealized +62.1%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $29,571 Shares 194,213 Est. Cost $108.36 Unrealized +32.2%
MKC McCormick 0.5%
Value ($000) $28,328 Shares 368,802 Est. Cost $59.68 Unrealized +8.5%
HWM Howmet Aerospace 0.5%
Value ($000) $28,106 Shares 410,731 Est. Cost $33.70 Unrealized +81.0%
XOM Exxon Mobil 0.5%
Value ($000) $25,312 Shares 217,759 Est. Cost $69.70 Unrealized +40.7%
CB Chubb Ltd 0.4%
Value ($000) $24,814 Shares 95,758 Est. Cost $137.10 Unrealized +75.9%
ENB Enbridge Inc 0.4%
Value ($000) $21,986 Shares 607,677 Est. Cost $24.53 Unrealized +28.6%
KO Coca Cola 0.4%
Value ($000) $21,215 Shares 346,764 Est. Cost $29.11 Unrealized +94.8%
HON Honeywell International 0.4%
Value ($000) $21,146 Shares 103,028 Est. Cost $107.64 Unrealized +67.9%
AVGO Broadcom Inc. 0.4%
Value ($000) $21,072 Shares 15,898 Est. Cost $50.44 Unrealized +140.3%
SYK Stryker 0.4%
Value ($000) $20,744 Shares 57,964 Est. Cost $161.79 Unrealized +104.2%
WSO Watsco Inc 0.4%
Value ($000) $19,516 Shares 45,179 Est. Cost $394.94 Unrealized +1.7%
TJX TJX Corp 0.3%
Value ($000) $19,165 Shares 188,967 Est. Cost $36.02 Unrealized +162.7%
SBUX Starbucks 0.3%
Value ($000) $19,076 Shares 208,737 Est. Cost $46.74 Unrealized +89.6%
GEHC GE Healthcare Technologies Inc 0.3%
Value ($000) $18,822 Shares 207,036 Est. Cost $82.64 Unrealized +0.4%
CARR Carrier Global Corp 0.3%
Value ($000) $18,414 Shares 316,778 Est. Cost $38.82 Unrealized +41.6%
RTX RTX Corporation 0.3%
Value ($000) $18,069 Shares 185,264 Est. Cost $69.92 Unrealized +24.2%
WY Weyerhaeuser 0.3%
Value ($000) $17,816 Shares 496,124 Est. Cost $20.53 Unrealized +55.5%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $17,591 Shares 33,461 Est. Cost $431.07 Unrealized
META Meta Platforms Inc Class A 0.3%
Value ($000) $17,204 Shares 35,429 Est. Cost $171.22 Unrealized +158.9%
AZO AutoZone Inc 0.3%
Value ($000) $16,937 Shares 5,374 Est. Cost $2170.97 Unrealized +31.7%
V Visa Incorporated 0.3%
Value ($000) $16,880 Shares 60,483 Est. Cost $146.51 Unrealized +85.9%
VB Vanguard Small Cap ETF 0.3%
Value ($000) $16,787 Shares 73,436 Est. Cost $212.81 Unrealized
DIS Walt Disney 0.3%
Value ($000) $16,487 Shares 134,742 Est. Cost $101.06 Unrealized +1.3%
IBM International Business Machine 0.3%
Value ($000) $16,381 Shares 85,780 Est. Cost $122.67 Unrealized +40.7%
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $15,962 Shares 47,359 Est. Cost $274.36 Unrealized
LLY Eli Lilly 0.3%
Value ($000) $15,266 Shares 19,623 Est. Cost $123.68 Unrealized +468.0%
O Realty Income Corp 0.3%
Value ($000) $15,235 Shares 281,608 Est. Cost $40.29 Unrealized +20.7%
SSNC SS & C Technologies 0.3%
Value ($000) $15,093 Shares 234,465 Est. Cost $47.10 Unrealized +31.9%
ISRG Intuitive Surgical 0.3%
Value ($000) $14,955 Shares 37,472 Est. Cost $300.07 Unrealized +25.9%
CMCSA Comcast Cl A 0.3%
Value ($000) $14,928 Shares 344,354 Est. Cost $31.49 Unrealized +29.0%
LECO Lincoln Electric 0.3%
Value ($000) $14,683 Shares 57,481 Est. Cost $173.59 Unrealized +36.1%
NEE NextEra Energy 0.2%
Value ($000) $13,748 Shares 215,121 Est. Cost $63.31 Unrealized -12.5%
VEA Vanguard FTSE ETF Developed Ma 0.2%
Value ($000) $13,420 Shares 267,484 Est. Cost $42.08 Unrealized
IWR iShares Russell Midcap ETF 0.2%
Value ($000) $13,397 Shares 159,317 Est. Cost $79.66 Unrealized
ECL Ecolab 0.2%
Value ($000) $13,299 Shares 57,596 Est. Cost $131.19 Unrealized +58.5%
DHI D R Horton Inc 0.2%
Value ($000) $13,198 Shares 80,208 Est. Cost $63.40 Unrealized +132.1%
MTD Mettler-Toledo International 0.2%
Value ($000) $12,800 Shares 9,615 Est. Cost $1154.12 Unrealized +6.8%
ACN Accenture Plc Class A F 0.2%
Value ($000) $12,629 Shares 36,435 Est. Cost $148.92 Unrealized +138.2%
TMUS T-Mobile US Inc 0.2%
Value ($000) $12,113 Shares 74,210 Est. Cost $118.37 Unrealized +33.6%
CRM Salesforce.com Inc 0.2%
Value ($000) $12,021 Shares 39,914 Est. Cost $207.16 Unrealized +37.6%
CCI Crown Castle Inc 0.2%
Value ($000) $11,705 Shares 110,605 Est. Cost $74.32 Unrealized +31.5%
WMT Walmart 0.2%
Value ($000) $11,622 Shares 193,152 Est. Cost $51.47 Unrealized +8.9%
LMT Lockheed Martin 0.2%
Value ($000) $11,436 Shares 25,140 Est. Cost $184.30 Unrealized +125.7%
BDX Becton Dickinson 0.2%
Value ($000) $11,232 Shares 45,392 Est. Cost $221.22 Unrealized +4.3%
IWB iShares Russell 1000 Index 0.2%
Value ($000) $11,046 Shares 38,351 Est. Cost $222.59 Unrealized
VLTO Veralto Corporation 0.2%
Value ($000) $11,006 Shares 124,139 Est. Cost $73.75 Unrealized +11.5%
BAC Bank of America 0.2%
Value ($000) $10,264 Shares 270,688 Est. Cost $24.52 Unrealized +33.8%
RSP Invesco S&P 500 Equal Weight E 0.2%
Value ($000) $10,001 Shares 59,050 Est. Cost $151.97 Unrealized
FTV Fortive Corp 0.2%
Value ($000) $9,595 Shares 111,542 Est. Cost $45.27 Unrealized +33.0%
CRWD CrowdStrike Holdings Inc Cl A 0.2%
Value ($000) $9,177 Shares 28,626 Est. Cost $210.85 Unrealized +45.2%
PH Parker-Hannifin 0.2%
Value ($000) $9,141 Shares 16,447 Est. Cost $273.11 Unrealized +82.5%
LIN Linde Plc 0.2%
Value ($000) $9,087 Shares 19,570 Est. Cost $340.55 Unrealized +24.0%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $9,064 Shares 47,236 Est. Cost $133.07 Unrealized
TRV The Travelers Companies Inc 0.2%
Value ($000) $8,935 Shares 38,825 Est. Cost $83.85 Unrealized +146.6%
TRU TransUnion 0.2%
Value ($000) $8,901 Shares 111,542 Est. Cost $74.16 Unrealized -2.1%
TXN Texas Instruments 0.2%
Value ($000) $8,854 Shares 50,825 Est. Cost $122.66 Unrealized +28.7%
FNV Franco Nevada Corp 0.2%
Value ($000) $8,634 Shares 72,455 Est. Cost $144.08 Unrealized -24.8%
Ansys 0.2%
Value ($000) $8,578 Shares 24,709 Est. Cost $103.32 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $8,253 Shares 261,013 Est. Cost $31.16 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $8,252 Shares 64,267 Est. Cost $74.64 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $8,250 Shares 33,017 Est. Cost $164.31 Unrealized
NVR NVR Inc 0.1%
Value ($000) $7,816 Shares 965 Est. Cost $4454.81 Unrealized +66.8%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $7,787 Shares 42,640 Est. Cost $142.36 Unrealized
APD Air Products & Chemicals Inc 0.1%
Value ($000) $7,769 Shares 32,069 Est. Cost $139.56 Unrealized +66.6%
IVE iShares S&P 500 Value Index 0.1%
Value ($000) $7,701 Shares 41,223 Est. Cost $156.07 Unrealized
BX Blackstone Inc 0.1%
Value ($000) $7,501 Shares 57,095 Est. Cost $45.93 Unrealized +158.5%
SBGSF Schneider Elec SA ORD F 0.1%
Value ($000) $7,499 Shares 33,150 Est. Cost $213.45 Unrealized 0.0%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $7,398 Shares 16,662 Est. Cost $310.83 Unrealized
PFE Pfizer 0.1%
Value ($000) $7,291 Shares 262,745 Est. Cost $20.53 Unrealized +20.1%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $6,920 Shares 26,626 Est. Cost $182.33 Unrealized
CI CIGNA Corp 0.1%
Value ($000) $6,798 Shares 18,719 Est. Cost $190.31 Unrealized +67.0%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $6,724 Shares 31,975 Est. Cost $187.64 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $6,683 Shares 67,320 Est. Cost $57.81 Unrealized +54.9%
EPD Enterprise Products LP 0.1%
Value ($000) $6,385 Shares 218,831 Est. Cost $47.78 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $6,281 Shares 342,502 Est. Cost $12.99 Unrealized +23.1%
SYY Sysco 0.1%
Value ($000) $6,198 Shares 76,344 Est. Cost $63.07 Unrealized +18.3%
XYL Xylem Inc 0.1%
Value ($000) $6,143 Shares 47,532 Est. Cost $102.28 Unrealized +15.6%
SNPS Synopsys Inc 0.1%
Value ($000) $6,092 Shares 10,660 Est. Cost $464.04 Unrealized +18.6%
WAB Wabtec Corp 0.1%
Value ($000) $6,088 Shares 41,790 Est. Cost $67.36 Unrealized +99.2%
AJG Arthur J Gallagher 0.1%
Value ($000) $6,073 Shares 24,290 Est. Cost $61.37 Unrealized +285.2%
QCOM Qualcomm 0.1%
Value ($000) $6,040 Shares 35,679 Est. Cost $103.67 Unrealized +43.3%
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $5,862 Shares 140,349 Est. Cost $43.84 Unrealized
NI Nisource 0.1%
Value ($000) $5,847 Shares 211,400 Est. Cost $7.81 Unrealized +218.0%
WM Waste Management 0.1%
Value ($000) $5,628 Shares 26,405 Est. Cost $97.69 Unrealized +95.5%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $5,487 Shares 11,414 Est. Cost $386.84 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $5,479 Shares 95,090 Est. Cost $38.05 Unrealized +38.4%
INTC Intel 0.1%
Value ($000) $5,434 Shares 123,026 Est. Cost $34.63 Unrealized +27.2%
NSC Norfolk Southern 0.1%
Value ($000) $5,315 Shares 20,855 Est. Cost $74.38 Unrealized +219.6%
KVUE Kenvue Inc. 0.1%
Value ($000) $5,283 Shares 246,192 Est. Cost $18.71 Unrealized +0.7%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $5,076 Shares 8 Est. Cost $207911.78 Unrealized +185.6%
TGT Target 0.1%
Value ($000) $5,009 Shares 28,267 Est. Cost $101.75 Unrealized +39.6%
CL Colgate-Palmolive 0.1%
Value ($000) $4,978 Shares 55,281 Est. Cost $51.98 Unrealized +56.5%
FAST Fastenal Company 0.1%
Value ($000) $4,900 Shares 63,515 Est. Cost $11.23 Unrealized +202.7%
HSY Hershey Co 0.1%
Value ($000) $4,859 Shares 24,984 Est. Cost $200.54 Unrealized -9.2%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $4,837 Shares 18,552 Est. Cost $143.00 Unrealized
NDAQ Nasdaq Inc 0.1%
Value ($000) $4,802 Shares 76,098 Est. Cost $56.40 Unrealized 0.0%
ODFL Old Dominion Freight 0.1%
Value ($000) $4,783 Shares 21,808 Est. Cost $187.04 Unrealized +10.2%
MTB M&T Bank 0.1%
Value ($000) $4,764 Shares 32,755 Est. Cost $152.08 Unrealized -14.1%
AMGN Amgen 0.1%
Value ($000) $4,498 Shares 15,819 Est. Cost $176.54 Unrealized +56.4%
STT State Street 0.1%
Value ($000) $4,475 Shares 57,877 Est. Cost $52.11 Unrealized +33.5%
OKE Oneok Inc 0.1%
Value ($000) $4,431 Shares 55,270 Est. Cost $58.35 Unrealized +14.4%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $4,252 Shares 53,240 Est. Cost $73.13 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $4,245 Shares 14,941 Est. Cost $72.35 Unrealized +118.0%
USB US Bancorp 0.1%
Value ($000) $4,214 Shares 94,273 Est. Cost $26.95 Unrealized +43.4%
ENTG Entegris Inc 0.1%
Value ($000) $4,166 Shares 29,646 Est. Cost $91.22 Unrealized +38.9%
WFC Wells Fargo 0.1%
Value ($000) $4,142 Shares 71,465 Est. Cost $37.60 Unrealized +33.3%
CME CME Group Inc 0.1%
Value ($000) $4,037 Shares 18,750 Est. Cost $42.73 Unrealized +361.6%
EMR Emerson Electric 0.1%
Value ($000) $3,931 Shares 34,662 Est. Cost $52.98 Unrealized +87.6%
MMM 3M Company 0.1%
Value ($000) $3,859 Shares 36,380 Est. Cost $80.38 Unrealized -1.4%
TE Connectivity Limited 0.1%
Value ($000) $3,671 Shares 25,273 Est. Cost $72.63 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $3,622 Shares 45,416 Est. Cost $68.66 Unrealized +3.1%
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $3,455 Shares 56,884 Est. Cost $96.36 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $3,421 Shares 20,267 Est. Cost $67.46 Unrealized +127.9%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $3,339 Shares 61,568 Est. Cost $42.28 Unrealized +9.2%
GE General Electric 0.1%
Value ($000) $3,202 Shares 18,243 Est. Cost $59.78 Unrealized +94.7%
UBER Uber Technologies Inc 0.1%
Value ($000) $3,174 Shares 41,221 Est. Cost $52.31 Unrealized +37.2%
PWR Quanta Services 0.1%
Value ($000) $3,111 Shares 11,973 Est. Cost $138.57 Unrealized +59.3%
GS Goldman Sachs 0.1%
Value ($000) $3,108 Shares 7,440 Est. Cost $325.21 Unrealized +14.5%
VMC Vulcan Materials 0.1%
Value ($000) $3,046 Shares 11,161 Est. Cost $176.08 Unrealized +38.0%
KMB Kimberly-Clark 0.1%
Value ($000) $3,011 Shares 23,275 Est. Cost $88.69 Unrealized +28.6%
ASO Academy Sport and Outdoors Inc 0.1%
Value ($000) $2,900 Shares 42,934 Est. Cost $48.07 Unrealized +37.8%
NVS Novartis A G ADR 0.1%
Value ($000) $2,882 Shares 29,797 Est. Cost $75.47 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $2,869 Shares 9,176 Est. Cost $186.02 Unrealized +43.9%
TSM Taiwan Semiconductor Mft Co Lt 0.1%
Value ($000) $2,855 Shares 20,986 Est. Cost $92.35 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $2,838 Shares 38,739 Est. Cost $55.05 Unrealized +30.8%
IAU iShares Gold Trust 0.1%
Value ($000) $2,829 Shares 67,340 Est. Cost $35.53 Unrealized
PCTY Paylocity Holding Corp 0.1%
Value ($000) $2,825 Shares 16,436 Est. Cost $180.57 Unrealized -8.5%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $2,671 Shares 56,670 Est. Cost $44.11 Unrealized +0.9%
GIS General Mills 0.0%
Value ($000) $2,574 Shares 36,789 Est. Cost $34.27 Unrealized +76.8%
FSV FirstService Corp 0.0%
Value ($000) $2,567 Shares 15,483 Est. Cost $122.69 Unrealized +32.8%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $2,549 Shares 60,528 Est. Cost $35.30 Unrealized
D Dominion Energy 0.0%
Value ($000) $2,534 Shares 51,506 Est. Cost $39.09 Unrealized +9.1%
TPL Texas Pacific Land 0.0%
Value ($000) $2,473 Shares 4,275 Est. Cost $170.25 Unrealized -1.7%
VGT Vanguard Information Techology 0.0%
Value ($000) $2,425 Shares 4,624 Est. Cost $119.23 Unrealized
CR Crane Co 0.0%
Value ($000) $2,416 Shares 17,882 Est. Cost $109.16 Unrealized +11.7%
VONV Vanguard Russell 1000 Value ET 0.0%
Value ($000) $2,413 Shares 30,690 Est. Cost $66.72 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $2,397 Shares 24,479 Est. Cost $91.45 Unrealized -6.9%
FANG Diamondback Energy Inc 0.0%
Value ($000) $2,383 Shares 12,025 Est. Cost $120.96 Unrealized +31.4%
CCJ Cameco Corporation 0.0%
Value ($000) $2,376 Shares 54,858 Est. Cost $42.09 Unrealized +3.7%
MDT Medtronic PLC 0.0%
Value ($000) $2,362 Shares 27,108 Est. Cost $88.68 Unrealized -9.0%
ARMK Aramark 0.0%
Value ($000) $2,266 Shares 69,677 Est. Cost $26.60 Unrealized +10.6%
BAH Booz Allen Hamilton Holdings 0.0%
Value ($000) $2,263 Shares 15,246 Est. Cost $100.04 Unrealized +35.1%
PM Philip Morris International 0.0%
Value ($000) $2,251 Shares 24,570 Est. Cost $60.38 Unrealized +40.7%
ITW Illinois Tool Works 0.0%
Value ($000) $2,227 Shares 8,299 Est. Cost $112.73 Unrealized +119.7%
AMP Ameriprise Financial 0.0%
Value ($000) $2,183 Shares 4,980 Est. Cost $172.31 Unrealized +126.8%
FTI TechnipFMC PLC 0.0%
Value ($000) $2,131 Shares 84,885 Est. Cost $13.30 Unrealized +56.2%
CSX CSX 0.0%
Value ($000) $2,030 Shares 54,771 Est. Cost $32.20 Unrealized +10.2%
ROST Ross Stores 0.0%
Value ($000) $2,017 Shares 13,741 Est. Cost $62.81 Unrealized +123.5%
WAT Waters Corp 0.0%
Value ($000) $2,016 Shares 5,857 Est. Cost $144.63 Unrealized +127.3%
Dayforce Inc 0.0%
Value ($000) $1,983 Shares 29,954 Est. Cost $65.27 Unrealized +4.6%
ASML ASML Holding NV NY Registry Sh 0.0%
Value ($000) $1,958 Shares 2,018 Est. Cost $686.96 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.0%
Value ($000) $1,957 Shares 33,374 Est. Cost $59.45 Unrealized
TOST Toast Inc Cl A 0.0%
Value ($000) $1,951 Shares 78,305 Est. Cost $19.72 Unrealized +5.0%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,897 Shares 7,250 Est. Cost $18.38 Unrealized +152.0%
OMC Omnicom 0.0%
Value ($000) $1,858 Shares 19,200 Est. Cost $51.97 Unrealized +61.8%
DT Dynatrace Inc 0.0%
Value ($000) $1,834 Shares 39,491 Est. Cost $39.07 Unrealized +33.3%
DOW Dow Inc 0.0%
Value ($000) $1,822 Shares 31,449 Est. Cost $35.88 Unrealized +36.5%
GD General Dynamics 0.0%
Value ($000) $1,820 Shares 6,441 Est. Cost $169.46 Unrealized +52.3%
JCI Johnson Controls 0.0%
Value ($000) $1,809 Shares 27,700 Est. Cost $56.48 Unrealized +0.3%
BlackRock Inc 0.0%
Value ($000) $1,804 Shares 2,164 Est. Cost $639.69 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1,793 Shares 1,863 Est. Cost $573.41 Unrealized +64.9%
RYAN Ryan Specialty Holdings Inc 0.0%
Value ($000) $1,773 Shares 31,947 Est. Cost $44.18 Unrealized +8.2%
VZ Verizon 0.0%
Value ($000) $1,732 Shares 41,281 Est. Cost $31.92 Unrealized +12.6%
PYPL PayPal Holdings 0.0%
Value ($000) $1,729 Shares 25,808 Est. Cost $133.89 Unrealized -54.3%
SLB Schlumberger 0.0%
Value ($000) $1,721 Shares 31,395 Est. Cost $40.95 Unrealized +16.8%
UPS United Parcel Service Class B 0.0%
Value ($000) $1,714 Shares 11,530 Est. Cost $141.47 Unrealized -3.6%
FCX Freeport McMoRan 0.0%
Value ($000) $1,682 Shares 35,764 Est. Cost $36.96 Unrealized +6.6%
ES Eversource Energy 0.0%
Value ($000) $1,651 Shares 27,617 Est. Cost $66.24 Unrealized -20.7%
CHD Church & Dwight 0.0%
Value ($000) $1,648 Shares 15,798 Est. Cost $52.22 Unrealized +87.3%
HUBB Hubbell Inc 0.0%
Value ($000) $1,648 Shares 3,970 Est. Cost $178.41 Unrealized +98.0%
MS Morgan Stanley 0.0%
Value ($000) $1,605 Shares 17,041 Est. Cost $73.38 Unrealized +13.4%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,586 Shares 7,617 Est. Cost $111.97 Unrealized
Viper Energy Inc 0.0%
Value ($000) $1,560 Shares 40,573 Est. Cost $31.38 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $1,556 Shares 5,372 Est. Cost $228.98 Unrealized +4.7%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,508 Shares 17,856 Est. Cost $79.29 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $1,502 Shares 36,554 Est. Cost $48.47 Unrealized
H Hyatt Hotels Corp Cl A 0.0%
Value ($000) $1,465 Shares 9,175 Est. Cost $139.75 Unrealized 0.0%
EWJ ishares MSCI Japanese Index Fu 0.0%
Value ($000) $1,460 Shares 20,456 Est. Cost $71.35 Unrealized
TT Trane Technologies 0.0%
Value ($000) $1,458 Shares 4,858 Est. Cost $109.81 Unrealized +143.2%
DUK Duke Energy 0.0%
Value ($000) $1,456 Shares 15,060 Est. Cost $49.75 Unrealized +77.8%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,413 Shares 10,300 Est. Cost $137.35 Unrealized
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1,408 Shares 9,006 Est. Cost $137.06 Unrealized +12.2%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $1,405 Shares 6,595 Est. Cost $182.19 Unrealized +11.0%
EWBC East West Bancorp 0.0%
Value ($000) $1,399 Shares 17,687 Est. Cost $58.46 Unrealized +18.7%
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $1,373 Shares 3,452 Est. Cost $357.60 Unrealized
PNC PNC Financial 0.0%
Value ($000) $1,366 Shares 8,451 Est. Cost $124.74 Unrealized +13.1%
EW Edwards Lifesciences 0.0%
Value ($000) $1,365 Shares 14,279 Est. Cost $105.43 Unrealized -20.3%
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $1,345 Shares 31,432 Est. Cost $57.43 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $1,341 Shares 9,672 Est. Cost $86.23 Unrealized +49.3%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $1,339 Shares 21,578 Est. Cost $53.20 Unrealized
PCH Potlatch Corporation 0.0%
Value ($000) $1,336 Shares 28,410 Est. Cost $40.67 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $1,335 Shares 20,431 Est. Cost $36.41 Unrealized +77.9%
RXST RxSight Inc 0.0%
Value ($000) $1,331 Shares 25,812 Est. Cost $13.46 Unrealized +264.7%
TRP TC Energy Corp 0.0%
Value ($000) $1,324 Shares 32,933 Est. Cost $34.48 Unrealized +5.3%
GWW Grainger W W 0.0%
Value ($000) $1,305 Shares 1,283 Est. Cost $223.13 Unrealized +311.2%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,304 Shares 6,602 Est. Cost $131.30 Unrealized +41.8%
Altair Engineering 0.0%
Value ($000) $1,280 Shares 14,857 Est. Cost $45.15 Unrealized
AFL AFLAC 0.0%
Value ($000) $1,277 Shares 14,869 Est. Cost $41.89 Unrealized +88.0%
PAYX Paychex 0.0%
Value ($000) $1,250 Shares 10,183 Est. Cost $40.69 Unrealized +181.8%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $1,221 Shares 6,062 Est. Cost $71.63 Unrealized +129.4%
PSX Phillips 66 0.0%
Value ($000) $1,218 Shares 7,454 Est. Cost $71.35 Unrealized +89.2%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $1,207 Shares 9,904 Est. Cost $82.69 Unrealized +23.0%
BAX Baxter International 0.0%
Value ($000) $1,204 Shares 28,177 Est. Cost $53.56 Unrealized -27.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1,189 Shares 6,588 Est. Cost $127.86 Unrealized +36.7%
MDY SPDR S&P 400 ETF Trust 0.0%
Value ($000) $1,169 Shares 2,101 Est. Cost $451.58 Unrealized
ORLY O'Reilly Automotive 0.0%
Value ($000) $1,157 Shares 1,025 Est. Cost $38.22 Unrealized +83.0%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $1,146 Shares 10,042 Est. Cost $102.49 Unrealized
VRRM Verra Mobility Corp 0.0%
Value ($000) $1,142 Shares 45,717 Est. Cost $20.55 Unrealized +10.7%
RGEN Repligen Corp 0.0%
Value ($000) $1,106 Shares 6,014 Est. Cost $157.38 Unrealized +21.0%
iShares MSCI India ETF 0.0%
Value ($000) $1,095 Shares 21,230 Est. Cost $51.59 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $1,070 Shares 10,637 Est. Cost $30.14 Unrealized +201.8%
TDY Teledyne Technologies 0.0%
Value ($000) $1,050 Shares 2,445 Est. Cost $350.03 Unrealized +22.5%
MO Altria Group Inc 0.0%
Value ($000) $1,047 Shares 24,001 Est. Cost $29.64 Unrealized +20.4%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $1,035 Shares 10,964 Est. Cost $75.45 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $1,004 Shares 7,974 Est. Cost $91.76 Unrealized
Kellanova 0.0%
Value ($000) $997 Shares 17,408 Est. Cost $46.84 Unrealized +10.9%
BA Boeing 0.0%
Value ($000) $993 Shares 5,148 Est. Cost $222.85 Unrealized -7.8%
SPOT Spotify Technology 0.0%
Value ($000) $969 Shares 3,672 Est. Cost $174.62 Unrealized +34.5%
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $967 Shares 7,716 Est. Cost $120.13 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $953 Shares 3,471 Est. Cost $217.83 Unrealized +16.6%
AWK American Water Works Company I 0.0%
Value ($000) $944 Shares 7,727 Est. Cost $44.85 Unrealized +162.6%
MORN Morningstar Inc 0.0%
Value ($000) $932 Shares 3,021 Est. Cost $68.45 Unrealized +320.8%
CTRA Coterra Energy Inc 0.0%
Value ($000) $930 Shares 33,362 Est. Cost $23.79 Unrealized +1.0%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $930 Shares 12,531 Est. Cost $67.07 Unrealized
RSG Republic Services 0.0%
Value ($000) $917 Shares 4,792 Est. Cost $104.61 Unrealized +65.9%
PRVA Privia Health Group 0.0%
Value ($000) $907 Shares 46,285 Est. Cost $21.50 Unrealized -1.8%
ROP Roper Industries Inc 0.0%
Value ($000) $904 Shares 1,611 Est. Cost $440.25 Unrealized +22.4%
PHM Pultegroup Inc. 0.0%
Value ($000) $893 Shares 7,405 Est. Cost $40.52 Unrealized +161.0%
CHKP Check Point Software 0.0%
Value ($000) $886 Shares 5,403 Est. Cost $74.33 Unrealized +115.6%
DD DuPont De Nemours Inc 0.0%
Value ($000) $880 Shares 11,472 Est. Cost $27.46 Unrealized +3.9%
RJF Raymond James Financial Inc 0.0%
Value ($000) $862 Shares 6,715 Est. Cost $57.80 Unrealized +96.2%
TECH Bio-Techne Corp 0.0%
Value ($000) $862 Shares 12,239 Est. Cost $67.08 Unrealized +5.7%
TPR Tapestry Inc 0.0%
Value ($000) $855 Shares 18,000 Est. Cost $32.95 Unrealized +24.7%
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $854 Shares 4,642 Est. Cost $180.82 Unrealized
MAR Marriott International 0.0%
Value ($000) $853 Shares 3,381 Est. Cost $159.78 Unrealized +48.8%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $852 Shares 6,459 Est. Cost $104.43 Unrealized +17.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $848 Shares 6,465 Est. Cost $127.30 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $843 Shares 4,709 Est. Cost $143.24 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $835 Shares 2,833 Est. Cost $211.95 Unrealized +16.8%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $830 Shares 7,372 Est. Cost $63.44 Unrealized +58.6%
SYNA Synaptics Incorporated 0.0%
Value ($000) $829 Shares 8,500 Est. Cost $105.10 Unrealized 0.0%
Barrick Gold Corp 0.0%
Value ($000) $814 Shares 48,939 Est. Cost $21.04 Unrealized
GLW Corning 0.0%
Value ($000) $811 Shares 24,592 Est. Cost $29.21 Unrealized +4.2%
TRI Thomson Reuters Corporation 0.0%
Value ($000) $807 Shares 5,179 Est. Cost $122.38 Unrealized +21.0%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $791 Shares 6,425 Est. Cost $122.93 Unrealized
KEY KeyCorp 0.0%
Value ($000) $787 Shares 49,780 Est. Cost $14.27 Unrealized -7.7%
CCC CCC Intelligent Solutions Hold 0.0%
Value ($000) $785 Shares 65,657 Est. Cost $10.63 Unrealized +7.3%
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $777 Shares 7,032 Est. Cost $106.83 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $776 Shares 1,856 Est. Cost $238.75 Unrealized +77.1%
BKNG Booking Holdings Inc 0.0%
Value ($000) $765 Shares 211 Est. Cost $1865.08 Unrealized +88.1%
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $762 Shares 8,844 Est. Cost $132.43 Unrealized
PPG PPG Industries 0.0%
Value ($000) $756 Shares 5,220 Est. Cost $127.06 Unrealized +7.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $748 Shares 3,175 Est. Cost $174.09 Unrealized +36.3%
HSIC Henry Schein 0.0%
Value ($000) $741 Shares 9,816 Est. Cost $55.41 Unrealized +35.4%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $731 Shares 7,840 Est. Cost $80.20 Unrealized
PGR Progressive 0.0%
Value ($000) $722 Shares 3,489 Est. Cost $48.59 Unrealized +251.1%
ADSK Autodesk 0.0%
Value ($000) $696 Shares 2,672 Est. Cost $198.55 Unrealized +27.4%
NBTB N B T Bankcorp Inc 0.0%
Value ($000) $692 Shares 18,864 Est. Cost $36.13 Unrealized +0.1%
EFAX MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $684 Shares 16,440 Est. Cost $52.53 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $681 Shares 1,215 Est. Cost $482.06 Unrealized +14.0%
TM Toyota Motor 0.0%
Value ($000) $675 Shares 2,681 Est. Cost $159.91 Unrealized
SHEL Shell Plc ADR 0.0%
Value ($000) $673 Shares 10,042 Est. Cost $54.65 Unrealized
LDOS Leidos Holdings Inc 0.0%
Value ($000) $669 Shares 5,107 Est. Cost $85.55 Unrealized +36.5%
SO Southern Co 0.0%
Value ($000) $669 Shares 9,320 Est. Cost $49.95 Unrealized +29.6%
PEG Public Service Enterprise 0.0%
Value ($000) $663 Shares 9,922 Est. Cost $42.59 Unrealized +35.3%
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $659 Shares 1,260 Est. Cost $383.25 Unrealized +34.8%
HUM Humana 0.0%
Value ($000) $654 Shares 1,885 Est. Cost $339.87 Unrealized +8.8%
AMLP Alerian MLP 0.0%
Value ($000) $653 Shares 13,769 Est. Cost $20.29 Unrealized
EMN Eastman Chemical 0.0%
Value ($000) $653 Shares 6,517 Est. Cost $95.46 Unrealized -14.7%
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $653 Shares 4,993 Est. Cost $121.89 Unrealized
DEO Diageo Plc ADR 0.0%
Value ($000) $646 Shares 4,343 Est. Cost $165.08 Unrealized
ADM Archer-Daniels-Midland 0.0%
Value ($000) $627 Shares 9,990 Est. Cost $50.84 Unrealized +7.8%
NFLX Netflix 0.0%
Value ($000) $609 Shares 1,003 Est. Cost $34.52 Unrealized +63.3%
NUE Nucor 0.0%
Value ($000) $608 Shares 3,074 Est. Cost $128.65 Unrealized +37.8%
BR Broadridge Financial Solutions 0.0%
Value ($000) $608 Shares 2,968 Est. Cost $148.79 Unrealized +31.4%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $608 Shares 35,122 Est. Cost $15.09 Unrealized
XLV Select Sector S&P Health Care 0.0%
Value ($000) $605 Shares 4,092 Est. Cost $130.38 Unrealized
IWO iShares TR Russell 2000 Growth 0.0%
Value ($000) $604 Shares 2,230 Est. Cost $243.15 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $603 Shares 10,449 Est. Cost $29.26 Unrealized +72.9%
MCHP Microchip Technology 0.0%
Value ($000) $602 Shares 6,714 Est. Cost $51.57 Unrealized +58.8%
AVY Avery Dennison 0.0%
Value ($000) $596 Shares 2,668 Est. Cost $174.99 Unrealized +14.3%
J Jacobs Solutions Inc 0.0%
Value ($000) $594 Shares 3,865 Est. Cost $100.68 Unrealized +14.5%
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $586 Shares 4,956 Est. Cost $110.59 Unrealized
Aptiv Plc 0.0%
Value ($000) $574 Shares 7,209 Est. Cost $89.30 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $570 Shares 6,450 Est. Cost $27.38 Unrealized +87.8%
OXY Occidental Petroleum 0.0%
Value ($000) $565 Shares 8,694 Est. Cost $59.12 Unrealized -2.6%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $561 Shares 4,151 Est. Cost $101.18 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $554 Shares 7,659 Est. Cost $56.53 Unrealized +13.7%
IDXX IDEXX Labs 0.0%
Value ($000) $548 Shares 1,015 Est. Cost $383.69 Unrealized +42.4%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $547 Shares 6,322 Est. Cost $82.35 Unrealized
T AT & T 0.0%
Value ($000) $537 Shares 30,531 Est. Cost $14.91 Unrealized +4.8%
HEI Heico Corp 0.0%
Value ($000) $537 Shares 2,813 Est. Cost $140.20 Unrealized +32.4%
GGG Graco Inc 0.0%
Value ($000) $513 Shares 5,488 Est. Cost $68.40 Unrealized +26.1%
HPQ HP Inc 0.0%
Value ($000) $501 Shares 16,592 Est. Cost $10.49 Unrealized +160.3%
IP International Paper 0.0%
Value ($000) $493 Shares 12,635 Est. Cost $30.51 Unrealized +10.2%
WEC WEC Energy Group Inc 0.0%
Value ($000) $487 Shares 5,930 Est. Cost $54.35 Unrealized +38.4%
IR Ingersoll Rand Inc 0.0%
Value ($000) $479 Shares 5,041 Est. Cost $45.49 Unrealized +87.7%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $475 Shares 7,013 Est. Cost $70.37 Unrealized
EBAY Ebay 0.0%
Value ($000) $471 Shares 8,917 Est. Cost $53.67 Unrealized -18.1%
ENPH Enphase Energy Inc 0.0%
Value ($000) $467 Shares 3,857 Est. Cost $265.80 Unrealized -56.1%
A Agilent Technologies 0.0%
Value ($000) $465 Shares 3,197 Est. Cost $117.22 Unrealized +15.3%
GPC Genuine Parts 0.0%
Value ($000) $463 Shares 2,986 Est. Cost $117.47 Unrealized +17.1%
DOV Dover Corp 0.0%
Value ($000) $450 Shares 2,541 Est. Cost $112.31 Unrealized +40.4%
EQIX Equinix Inc 0.0%
Value ($000) $434 Shares 526 Est. Cost $566.89 Unrealized +42.4%
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $428 Shares 4,728 Est. Cost $70.79 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $425 Shares 4,780 Est. Cost $44.61 Unrealized +73.5%
ALL Allstate 0.0%
Value ($000) $422 Shares 2,439 Est. Cost $114.78 Unrealized +32.4%
XEL XCEL Energy 0.0%
Value ($000) $420 Shares 7,817 Est. Cost $41.09 Unrealized +29.8%
MCO Moody's Corp 0.0%
Value ($000) $420 Shares 1,068 Est. Cost $341.41 Unrealized +11.3%
PRU Prudential Financial Inc 0.0%
Value ($000) $418 Shares 3,561 Est. Cost $90.34 Unrealized +9.1%
SPG Simon Property Group 0.0%
Value ($000) $413 Shares 2,638 Est. Cost $100.39 Unrealized +32.7%
WBS Webster Financial 0.0%
Value ($000) $409 Shares 8,060 Est. Cost $43.21 Unrealized +13.2%
FICO Fair Isaac Corp 0.0%
Value ($000) $402 Shares 322 Est. Cost $816.35 Unrealized +53.2%
RPM RPM International Inc 0.0%
Value ($000) $395 Shares 3,317 Est. Cost $53.54 Unrealized +107.7%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $393 Shares 3,600 Est. Cost $96.49 Unrealized
ICE IntercontinentalExchange Group 0.0%
Value ($000) $386 Shares 2,810 Est. Cost $124.64 Unrealized +4.1%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $386 Shares 4,373 Est. Cost $77.51 Unrealized +6.9%
CLH Clean Harbors 0.0%
Value ($000) $383 Shares 1,903 Est. Cost $107.08 Unrealized +67.8%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $368 Shares 5,023 Est. Cost $56.16 Unrealized +32.0%
SJM Smucker 0.0%
Value ($000) $367 Shares 2,919 Est. Cost $77.43 Unrealized +52.1%
TSLA Tesla Inc 0.0%
Value ($000) $360 Shares 2,050 Est. Cost $241.31 Unrealized -19.0%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $360 Shares 4,009 Est. Cost $113.51 Unrealized
Pioneer Natural 0.0%
Value ($000) $360 Shares 1,371 Est. Cost $227.22 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $360 Shares 1,097 Est. Cost $159.27 Unrealized +84.2%
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $358 Shares 3,847 Est. Cost $87.55 Unrealized
WMB Williams Cos 0.0%
Value ($000) $354 Shares 9,089 Est. Cost $26.80 Unrealized +23.1%
XYZ Block Inc 0.0%
Value ($000) $353 Shares 4,174 Est. Cost $151.28 Unrealized -52.2%
IGV iShares North America Tech 0.0%
Value ($000) $348 Shares 4,085 Est. Cost $101.63 Unrealized
HUBS HubSpot Inc. 0.0%
Value ($000) $346 Shares 552 Est. Cost $600.96 Unrealized 0.0%
CHTR Charter Communications 0.0%
Value ($000) $346 Shares 1,189 Est. Cost $435.60 Unrealized -26.2%
VVV Valvoline Inc 0.0%
Value ($000) $344 Shares 7,712 Est. Cost $30.25 Unrealized +31.8%
EME Emcorp Group Inc 0.0%
Value ($000) $336 Shares 960 Est. Cost $208.84 Unrealized +28.0%
ICLR ICON Plc 0.0%
Value ($000) $336 Shares 1,000 Est. Cost $222.32 Unrealized +32.6%
APO Apollo Global Management A 0.0%
Value ($000) $335 Shares 2,978 Est. Cost $56.25 Unrealized +82.6%
COR Cencora Inc 0.0%
Value ($000) $328 Shares 1,350 Est. Cost $226.42 Unrealized 0.0%
ELV Elevance Health Inc 0.0%
Value ($000) $328 Shares 632 Est. Cost $226.84 Unrealized +112.4%
DELL Dell Technologies - C 0.0%
Value ($000) $323 Shares 2,828 Est. Cost $68.63 Unrealized +32.0%
Unilever Plc Sponsored ADR 0.0%
Value ($000) $313 Shares 6,231 Est. Cost $58.64 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $300 Shares 1,840 Est. Cost $133.06 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $299 Shares 3,071 Est. Cost $78.98 Unrealized +8.3%
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $291 Shares 2,261 Est. Cost $136.92 Unrealized -19.2%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $290 Shares 3,138 Est. Cost $37.65 Unrealized +113.5%
LUNA Luna Innovations Inc. 0.0%
Value ($000) $288 Shares 90,000 Est. Cost $8.83 Unrealized -27.9%
ROK Rockwell Automation Inc 0.0%
Value ($000) $287 Shares 985 Est. Cost $269.34 Unrealized +3.5%
VUG Vanguard Growth ETF 0.0%
Value ($000) $286 Shares 830 Est. Cost $285.25 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $284 Shares 16,007 Est. Cost $7.57 Unrealized +103.7%
TXT Textron 0.0%
Value ($000) $282 Shares 2,936 Est. Cost $77.37 Unrealized +11.7%
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $275 Shares 2,672 Est. Cost $90.06 Unrealized
EA Electronic Arts 0.0%
Value ($000) $264 Shares 1,991 Est. Cost $97.16 Unrealized +39.9%
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $262 Shares 1,455 Est. Cost $137.84 Unrealized
LULU LuLuLemon Athletica Inc 0.0%
Value ($000) $261 Shares 669 Est. Cost $404.24 Unrealized +14.4%
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $259 Shares 7,040 Est. Cost $55.32 Unrealized
OEF iShares Tr S&P 100 Index 0.0%
Value ($000) $257 Shares 1,039 Est. Cost $187.04 Unrealized
ABNB Airbnb Inc. 0.0%
Value ($000) $257 Shares 1,558 Est. Cost $151.39 Unrealized 0.0%
LNC Lincoln National 0.0%
Value ($000) $256 Shares 8,010 Est. Cost $18.69 Unrealized +32.7%
MET Metlife Inc 0.0%
Value ($000) $247 Shares 3,335 Est. Cost $58.77 Unrealized +12.3%
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $246 Shares 15,695 Est. Cost $23.38 Unrealized
SHAK Shake Shack Inc 0.0%
Value ($000) $245 Shares 2,353 Est. Cost $87.53 Unrealized 0.0%
CE Celanese Corporation 0.0%
Value ($000) $244 Shares 1,421 Est. Cost $127.36 Unrealized +17.2%
PLD Prologis Inc 0.0%
Value ($000) $243 Shares 1,867 Est. Cost $111.93 Unrealized +9.3%
IJK iShares S&P Midcap 400 Growth 0.0%
Value ($000) $241 Shares 2,640 Est. Cost $71.77 Unrealized
CLX Clorox 0.0%
Value ($000) $238 Shares 1,556 Est. Cost $138.62 Unrealized +1.1%
GSK GSK Plc 0.0%
Value ($000) $235 Shares 5,493 Est. Cost $35.15 Unrealized
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $234 Shares 3,066 Est. Cost $76.43 Unrealized
AGCO Agco Corp 0.0%
Value ($000) $229 Shares 1,863 Est. Cost $116.60 Unrealized -4.6%
MSI Motorola Solutions Inc 0.0%
Value ($000) $225 Shares 633 Est. Cost $322.57 Unrealized 0.0%
LAM Research Corp 0.0%
Value ($000) $223 Shares 230 Est. Cost $971.57 Unrealized
AON Aon Plc Class A Ordinary Share 0.0%
Value ($000) $222 Shares 666 Est. Cost $306.03 Unrealized 0.0%
ONON On Holding AG Cl A 0.0%
Value ($000) $222 Shares 6,275 Est. Cost $30.56 Unrealized 0.0%
IRM Iron Mountain 0.0%
Value ($000) $221 Shares 2,751 Est. Cost $68.03 Unrealized 0.0%
WST West Pharmaceutical Services I 0.0%
Value ($000) $219 Shares 554 Est. Cost $367.98 Unrealized 0.0%
SIGI Selective Insurance 0.0%
Value ($000) $218 Shares 2,000 Est. Cost $99.22 Unrealized 0.0%
DGRO iShares Core Dividend Growth 0.0%
Value ($000) $216 Shares 3,727 Est. Cost $58.06 Unrealized
VLO Valero Energy 0.0%
Value ($000) $215 Shares 1,257 Est. Cost $135.69 Unrealized 0.0%
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $212 Shares 1,362 Est. Cost $155.91 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $207 Shares 1,666 Est. Cost $107.61 Unrealized 0.0%
DGX Quest Diagnostics 0.0%
Value ($000) $206 Shares 1,548 Est. Cost $62.67 Unrealized +99.8%
ED Consolidated Edison 0.0%
Value ($000) $206 Shares 2,268 Est. Cost $81.91 Unrealized +2.7%
PNR Pentair Plc 0.0%
Value ($000) $203 Shares 2,375 Est. Cost $74.38 Unrealized 0.0%
C Citigroup 0.0%
Value ($000) $202 Shares 3,196 Est. Cost $52.53 Unrealized 0.0%
VYM Vanguard High Dvd Yield ETF 0.0%
Value ($000) $202 Shares 1,667 Est. Cost $120.99 Unrealized
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $201 Shares 2,711 Est. Cost $62.59 Unrealized 0.0%
Lexington Realty Trust 0.0%
Value ($000) $166 Shares 18,350 Est. Cost $10.12 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $163 Shares 10,390 Est. Cost $13.80 Unrealized
CTSO CytoSorbents Corp 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $8.14 Unrealized -88.0%