BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 9, 2024

Total Value ($000): $5,551,738 (100.0% shares, 0.0% debt)

Holdings (444)

MSFT Microsoft 6.1%
Value ($000) $340,452 Shares 761,722 Est. Cost $49.96 Unrealized +735.2%
AAPL Apple Inc 4.4%
Value ($000) $242,106 Shares 1,149,493 Est. Cost $87.29 Unrealized +112.1%
GOOGL Alphabet Inc. Class A 4.0%
Value ($000) $219,372 Shares 1,204,348 Est. Cost $107.79 Unrealized +55.3%
JPM J P Morgan Chase 3.8%
Value ($000) $211,188 Shares 1,044,142 Est. Cost $58.74 Unrealized +222.0%
AMZN Amazon.com 2.6%
Value ($000) $144,650 Shares 748,514 Est. Cost $128.42 Unrealized +43.0%
DHR Danaher 2.5%
Value ($000) $138,402 Shares 553,940 Est. Cost $69.15 Unrealized +261.9%
COST Costco 2.3%
Value ($000) $128,700 Shares 151,414 Est. Cost $469.28 Unrealized +64.9%
BRK/B Berkshire Hathaway Cl B 2.0%
Value ($000) $112,723 Shares 277,096 Est. Cost $175.59 Unrealized +132.7%
TMO Thermo Fisher Scientific 2.0%
Value ($000) $110,520 Shares 199,855 Est. Cost $174.06 Unrealized +227.3%
MRSH Marsh & McLennan 1.9%
Value ($000) $106,869 Shares 507,160 Est. Cost $42.20 Unrealized +374.3%
ADBE Adobe Inc 1.9%
Value ($000) $103,377 Shares 186,083 Est. Cost $228.63 Unrealized +111.8%
UNH United Health Group 1.8%
Value ($000) $101,537 Shares 199,382 Est. Cost $333.93 Unrealized +41.7%
SPY SPDR S&P 500 ETF Index 1.7%
Value ($000) $94,974 Shares 174,513 Est. Cost $410.44 Unrealized
PEP Pepsico 1.6%
Value ($000) $89,431 Shares 542,236 Est. Cost $79.95 Unrealized +103.0%
NVDA Nvidia Corp 1.6%
Value ($000) $89,172 Shares 721,809 Est. Cost $95.32 Unrealized +6.0%
SHW Sherwin-Williams 1.4%
Value ($000) $75,330 Shares 252,422 Est. Cost $235.39 Unrealized +29.6%
HD Home Depot 1.3%
Value ($000) $74,788 Shares 217,255 Est. Cost $115.83 Unrealized +182.8%
FISV Fiserv Inc 1.3%
Value ($000) $72,422 Shares 485,925 Est. Cost $115.81 Unrealized +30.7%
ADI Analog Devices Inc 1.3%
Value ($000) $71,848 Shares 314,763 Est. Cost $168.08 Unrealized +23.5%
AEM Agnico Eagle Mines 1.3%
Value ($000) $71,714 Shares 1,096,549 Est. Cost $47.60 Unrealized +33.5%
COP Conoco Phillips 1.3%
Value ($000) $69,890 Shares 611,035 Est. Cost $47.97 Unrealized +140.5%
INTU Intuit 1.3%
Value ($000) $69,683 Shares 106,028 Est. Cost $411.72 Unrealized +49.2%
STZ Constellation Brands Inc Cl A 1.2%
Value ($000) $68,934 Shares 267,933 Est. Cost $202.56 Unrealized +22.6%
APH Amphenol 1.2%
Value ($000) $68,226 Shares 1,012,702 Est. Cost $42.78 Unrealized +45.5%
DE Deere 1.2%
Value ($000) $64,668 Shares 173,080 Est. Cost $147.90 Unrealized +157.2%
GLD SPDR Gold Shares 1.2%
Value ($000) $63,959 Shares 297,472 Est. Cost $142.81 Unrealized
MA Mastercard Inc Cl A 1.1%
Value ($000) $59,079 Shares 133,917 Est. Cost $108.01 Unrealized +318.1%
JNJ Johnson & Johnson 1.0%
Value ($000) $57,792 Shares 395,399 Est. Cost $84.66 Unrealized +67.1%
CNI Canadian National Railway 1.0%
Value ($000) $54,156 Shares 458,442 Est. Cost $86.00 Unrealized +40.8%
ABT Abbott Labs 1.0%
Value ($000) $52,871 Shares 508,812 Est. Cost $56.02 Unrealized +83.8%
MRK Merck 0.9%
Value ($000) $52,454 Shares 423,697 Est. Cost $36.40 Unrealized +234.4%
CVX Chevron Corp 0.9%
Value ($000) $51,640 Shares 330,140 Est. Cost $98.75 Unrealized +50.3%
BSX Boston Scientific 0.9%
Value ($000) $51,473 Shares 668,396 Est. Cost $43.57 Unrealized +68.0%
AMAT Applied Materials 0.9%
Value ($000) $48,620 Shares 206,024 Est. Cost $123.27 Unrealized +71.5%
NOC Northrop Grumman 0.9%
Value ($000) $47,901 Shares 109,876 Est. Cost $331.80 Unrealized +33.8%
MCD McDonalds 0.8%
Value ($000) $44,539 Shares 174,771 Est. Cost $97.57 Unrealized +161.4%
IQV IQVIA Holdings 0.8%
Value ($000) $44,463 Shares 210,288 Est. Cost $164.69 Unrealized +37.9%
ABBV Abbvie Inc 0.8%
Value ($000) $41,904 Shares 244,312 Est. Cost $58.31 Unrealized +169.5%
UNP Union Pacific 0.7%
Value ($000) $40,851 Shares 180,551 Est. Cost $78.89 Unrealized +185.9%
PG Procter & Gamble 0.7%
Value ($000) $38,171 Shares 231,451 Est. Cost $83.18 Unrealized +89.0%
SPGI S&P Global Inc 0.7%
Value ($000) $37,372 Shares 83,794 Est. Cost $358.68 Unrealized +18.1%
RBC RBC Bearings Inc 0.7%
Value ($000) $37,138 Shares 137,660 Est. Cost $236.17 Unrealized +13.7%
CAT Caterpillar 0.7%
Value ($000) $36,411 Shares 109,310 Est. Cost $86.98 Unrealized +289.4%
ADP Automatic Data Processing 0.6%
Value ($000) $35,396 Shares 148,292 Est. Cost $85.77 Unrealized +175.9%
GOOG Alphabet Inc. Class C 0.6%
Value ($000) $34,848 Shares 189,988 Est. Cost $108.36 Unrealized +55.8%
ZTS Zoetis Inc 0.6%
Value ($000) $33,914 Shares 195,627 Est. Cost $56.66 Unrealized +188.3%
ORCL Oracle 0.6%
Value ($000) $33,890 Shares 240,018 Est. Cost $69.30 Unrealized +76.5%
MDLZ Mondelez International 0.6%
Value ($000) $33,440 Shares 511,002 Est. Cost $33.95 Unrealized +91.9%
AXP American Express 0.6%
Value ($000) $32,037 Shares 138,359 Est. Cost $75.69 Unrealized +200.3%
GEHC GE Healthcare Technologies Inc 0.6%
Value ($000) $30,590 Shares 392,588 Est. Cost $82.03 Unrealized -0.8%
CSCO Cisco Systems 0.5%
Value ($000) $28,451 Shares 598,835 Est. Cost $24.95 Unrealized +81.5%
LOW Lowes 0.5%
Value ($000) $27,032 Shares 122,618 Est. Cost $51.15 Unrealized +332.8%
XOM Exxon Mobil 0.5%
Value ($000) $25,703 Shares 223,274 Est. Cost $70.70 Unrealized +55.7%
AVGO Broadcom Inc. 0.5%
Value ($000) $25,528 Shares 15,900 Est. Cost $50.44 Unrealized +172.9%
MKC McCormick 0.4%
Value ($000) $24,655 Shares 347,552 Est. Cost $59.68 Unrealized +16.8%
CB Chubb Ltd 0.4%
Value ($000) $24,288 Shares 95,219 Est. Cost $137.10 Unrealized +84.4%
WSO Watsco Inc 0.4%
Value ($000) $21,734 Shares 46,917 Est. Cost $397.25 Unrealized +15.1%
HON Honeywell International 0.4%
Value ($000) $21,412 Shares 100,273 Est. Cost $107.64 Unrealized +70.8%
META Meta Platforms Inc Class A 0.4%
Value ($000) $20,952 Shares 41,553 Est. Cost $217.21 Unrealized +122.5%
TJX TJX Corp 0.4%
Value ($000) $20,836 Shares 189,251 Est. Cost $36.02 Unrealized +173.9%
KO Coca Cola 0.4%
Value ($000) $20,833 Shares 327,310 Est. Cost $29.11 Unrealized +102.3%
NKE Nike Inc Class B 0.4%
Value ($000) $20,060 Shares 266,158 Est. Cost $57.33 Unrealized +56.4%
SYK Stryker 0.4%
Value ($000) $19,696 Shares 57,888 Est. Cost $161.79 Unrealized +106.0%
ENB Enbridge Inc 0.4%
Value ($000) $19,588 Shares 550,385 Est. Cost $24.53 Unrealized +31.9%
CARR Carrier Global Corp 0.3%
Value ($000) $19,388 Shares 307,363 Est. Cost $38.82 Unrealized +55.1%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $18,791 Shares 34,338 Est. Cost $434.04 Unrealized
RTX RTX Corporation 0.3%
Value ($000) $18,352 Shares 182,810 Est. Cost $69.92 Unrealized +43.2%
LLY Eli Lilly 0.3%
Value ($000) $18,272 Shares 20,181 Est. Cost $142.13 Unrealized +456.5%
VRT Vertiv Holdings Co 0.3%
Value ($000) $17,859 Shares 206,298 Est. Cost $43.37 Unrealized +109.4%
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $17,843 Shares 48,951 Est. Cost $277.30 Unrealized
ISRG Intuitive Surgical 0.3%
Value ($000) $17,838 Shares 40,099 Est. Cost $306.51 Unrealized +29.9%
AZO AutoZone Inc 0.3%
Value ($000) $16,356 Shares 5,518 Est. Cost $2190.71 Unrealized +33.6%
HWM Howmet Aerospace 0.3%
Value ($000) $16,156 Shares 208,119 Est. Cost $33.70 Unrealized +123.7%
V Visa Incorporated 0.3%
Value ($000) $15,865 Shares 60,444 Est. Cost $146.51 Unrealized +84.9%
IBM International Business Machine 0.3%
Value ($000) $15,305 Shares 88,495 Est. Cost $123.99 Unrealized +33.8%
VB Vanguard Small Cap ETF 0.3%
Value ($000) $14,948 Shares 68,554 Est. Cost $212.81 Unrealized
O Realty Income Corp 0.3%
Value ($000) $14,770 Shares 279,622 Est. Cost $40.29 Unrealized +20.7%
CRM Salesforce.com Inc 0.3%
Value ($000) $13,923 Shares 54,153 Est. Cost $222.29 Unrealized +19.1%
ECL Ecolab 0.2%
Value ($000) $13,850 Shares 58,193 Est. Cost $132.17 Unrealized +71.9%
WMT Walmart 0.2%
Value ($000) $13,706 Shares 202,427 Est. Cost $51.96 Unrealized +19.3%
NEE NextEra Energy 0.2%
Value ($000) $13,615 Shares 192,276 Est. Cost $63.31 Unrealized +6.8%
VEA Vanguard FTSE ETF Developed Ma 0.2%
Value ($000) $13,510 Shares 273,376 Est. Cost $42.24 Unrealized
DD DuPont De Nemours Inc 0.2%
Value ($000) $13,272 Shares 164,886 Est. Cost $31.27 Unrealized +0.9%
SBUX Starbucks 0.2%
Value ($000) $13,093 Shares 168,178 Est. Cost $46.74 Unrealized +67.0%
SSNC SS & C Technologies 0.2%
Value ($000) $12,899 Shares 205,827 Est. Cost $47.10 Unrealized +31.7%
CRWD CrowdStrike Holdings Inc Cl A 0.2%
Value ($000) $12,797 Shares 33,397 Est. Cost $228.24 Unrealized +45.7%
MTD Mettler-Toledo International 0.2%
Value ($000) $12,671 Shares 9,066 Est. Cost $1154.12 Unrealized +18.5%
IWR iShares Russell Midcap ETF 0.2%
Value ($000) $12,622 Shares 155,672 Est. Cost $79.66 Unrealized
DIS Walt Disney 0.2%
Value ($000) $12,543 Shares 126,332 Est. Cost $101.06 Unrealized +4.4%
TMUS T-Mobile US Inc 0.2%
Value ($000) $11,888 Shares 67,478 Est. Cost $118.37 Unrealized +38.2%
TXN Texas Instruments 0.2%
Value ($000) $11,786 Shares 60,588 Est. Cost $131.28 Unrealized +34.2%
LMT Lockheed Martin 0.2%
Value ($000) $11,744 Shares 25,143 Est. Cost $184.30 Unrealized +139.6%
LIN Linde Plc 0.2%
Value ($000) $11,531 Shares 26,278 Est. Cost $363.54 Unrealized +18.4%
DHI D R Horton Inc 0.2%
Value ($000) $11,432 Shares 81,119 Est. Cost $64.31 Unrealized +124.7%
IWB iShares Russell 1000 Index 0.2%
Value ($000) $11,410 Shares 38,348 Est. Cost $222.59 Unrealized
VLTO Veralto Corporation 0.2%
Value ($000) $11,398 Shares 119,390 Est. Cost $73.75 Unrealized +28.7%
WY Weyerhaeuser 0.2%
Value ($000) $11,274 Shares 397,101 Est. Cost $20.53 Unrealized +43.3%
LECO Lincoln Electric 0.2%
Value ($000) $11,091 Shares 58,796 Est. Cost $174.56 Unrealized +24.3%
BAC Bank of America 0.2%
Value ($000) $10,953 Shares 275,411 Est. Cost $24.73 Unrealized +49.0%
ACN Accenture Plc Class A F 0.2%
Value ($000) $10,870 Shares 35,826 Est. Cost $148.92 Unrealized +101.0%
BDX Becton Dickinson 0.2%
Value ($000) $10,404 Shares 44,515 Est. Cost $221.22 Unrealized +3.0%
RSP Invesco S&P 500 Equal Weight E 0.2%
Value ($000) $9,905 Shares 60,294 Est. Cost $152.23 Unrealized
NVO Novo Nordisk A/S ADR 0.2%
Value ($000) $9,598 Shares 67,244 Est. Cost $77.65 Unrealized
Ansys 0.2%
Value ($000) $9,578 Shares 29,791 Est. Cost $140.54 Unrealized
PH Parker-Hannifin 0.2%
Value ($000) $9,552 Shares 18,885 Est. Cost $305.97 Unrealized +72.5%
CCI Crown Castle Inc 0.2%
Value ($000) $9,506 Shares 97,301 Est. Cost $74.32 Unrealized +20.8%
CMCSA Comcast Cl A 0.2%
Value ($000) $9,320 Shares 238,010 Est. Cost $31.49 Unrealized +17.9%
GDX VanEck Vectors Gold Miners ETF 0.2%
Value ($000) $8,865 Shares 261,269 Est. Cost $31.16 Unrealized
TRU TransUnion 0.2%
Value ($000) $8,489 Shares 114,466 Est. Cost $74.15 Unrealized -0.2%
FNV Franco Nevada Corp 0.2%
Value ($000) $8,368 Shares 70,604 Est. Cost $144.08 Unrealized -16.8%
VTI Vanguard Total Stock Market Vi 0.2%
Value ($000) $8,358 Shares 31,243 Est. Cost $194.92 Unrealized
QQQ Invesco QQQ Trust Series 1 0.2%
Value ($000) $8,332 Shares 17,390 Est. Cost $317.88 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $8,183 Shares 44,834 Est. Cost $133.07 Unrealized
SBGSF Schneider Elec SA ORD F 0.1%
Value ($000) $7,967 Shares 33,150 Est. Cost $213.45 Unrealized +12.3%
GE GE Aerospace 0.1%
Value ($000) $7,953 Shares 50,029 Est. Cost $122.16 Unrealized +29.3%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $7,884 Shares 32,565 Est. Cost $164.31 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $7,795 Shares 38,333 Est. Cost $83.85 Unrealized +149.1%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $7,675 Shares 42,042 Est. Cost $142.36 Unrealized
PFE Pfizer 0.1%
Value ($000) $7,586 Shares 271,120 Est. Cost $20.66 Unrealized +19.9%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $7,517 Shares 29,130 Est. Cost $139.56 Unrealized +73.7%
FTV Fortive Corp 0.1%
Value ($000) $7,433 Shares 100,305 Est. Cost $45.27 Unrealized +27.3%
QCOM Qualcomm 0.1%
Value ($000) $7,382 Shares 37,063 Est. Cost $106.61 Unrealized +71.1%
NVR NVR Inc 0.1%
Value ($000) $7,323 Shares 965 Est. Cost $4454.81 Unrealized +71.7%
IVE iShares S&P 500 Value Index 0.1%
Value ($000) $7,319 Shares 40,211 Est. Cost $156.07 Unrealized
SNPS Synopsys Inc 0.1%
Value ($000) $7,194 Shares 12,090 Est. Cost $476.03 Unrealized +18.8%
BX Blackstone Inc 0.1%
Value ($000) $6,870 Shares 55,493 Est. Cost $45.93 Unrealized +156.5%
KMI Kinder Morgan Inc 0.1%
Value ($000) $6,693 Shares 336,836 Est. Cost $12.99 Unrealized +36.5%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $6,609 Shares 13,214 Est. Cost $402.27 Unrealized
WAB Wabtec Corp 0.1%
Value ($000) $6,566 Shares 41,542 Est. Cost $67.36 Unrealized +135.3%
XYL Xylem Inc 0.1%
Value ($000) $6,494 Shares 47,883 Est. Cost $102.28 Unrealized +30.5%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $6,469 Shares 31,882 Est. Cost $187.64 Unrealized
AJG Arthur J Gallagher 0.1%
Value ($000) $6,425 Shares 24,778 Est. Cost $64.97 Unrealized +276.3%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $6,374 Shares 66,221 Est. Cost $57.81 Unrealized +62.1%
EPD Enterprise Products LP 0.1%
Value ($000) $6,368 Shares 219,755 Est. Cost $47.78 Unrealized
CI CIGNA Corp 0.1%
Value ($000) $6,167 Shares 18,655 Est. Cost $190.31 Unrealized +75.6%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $6,139 Shares 38,371 Est. Cost $183.30 Unrealized -10.1%
NI Nisource 0.1%
Value ($000) $6,090 Shares 211,400 Est. Cost $7.81 Unrealized +244.7%
EOG EOG Resources 0.1%
Value ($000) $5,951 Shares 47,282 Est. Cost $115.87 Unrealized +5.4%
BK Bank of New York Mellon 0.1%
Value ($000) $5,671 Shares 94,690 Est. Cost $38.05 Unrealized +46.5%
WM Waste Management 0.1%
Value ($000) $5,605 Shares 26,273 Est. Cost $97.69 Unrealized +107.6%
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $5,397 Shares 123,322 Est. Cost $43.84 Unrealized
CL Colgate-Palmolive 0.1%
Value ($000) $5,304 Shares 54,661 Est. Cost $51.98 Unrealized +71.3%
ETN Eaton Corp PLC 0.1%
Value ($000) $5,232 Shares 16,686 Est. Cost $245.11 Unrealized +29.5%
KVUE Kenvue Inc. 0.1%
Value ($000) $5,093 Shares 280,160 Est. Cost $18.65 Unrealized -2.5%
AMGN Amgen 0.1%
Value ($000) $5,075 Shares 16,243 Est. Cost $179.22 Unrealized +55.9%
MMM 3M Company 0.1%
Value ($000) $4,939 Shares 48,336 Est. Cost $83.81 Unrealized +12.5%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $4,898 Shares 8 Est. Cost $207911.78 Unrealized +196.5%
NDAQ Nasdaq Inc 0.1%
Value ($000) $4,862 Shares 80,680 Est. Cost $56.56 Unrealized +4.8%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $4,620 Shares 18,470 Est. Cost $143.00 Unrealized
ENTG Entegris Inc 0.1%
Value ($000) $4,450 Shares 32,868 Est. Cost $95.12 Unrealized +37.8%
NSC Norfolk Southern 0.1%
Value ($000) $4,449 Shares 20,724 Est. Cost $74.38 Unrealized +201.4%
FSLR First Solar Inc 0.1%
Value ($000) $4,396 Shares 19,499 Est. Cost $67.46 Unrealized +223.1%
OKE Oneok Inc 0.1%
Value ($000) $4,278 Shares 52,460 Est. Cost $58.35 Unrealized +26.7%
WFC Wells Fargo 0.1%
Value ($000) $4,189 Shares 70,539 Est. Cost $37.60 Unrealized +51.3%
TGT Target 0.1%
Value ($000) $4,182 Shares 28,251 Est. Cost $101.75 Unrealized +45.4%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $4,163 Shares 53,145 Est. Cost $73.13 Unrealized
UBER Uber Technologies Inc 0.1%
Value ($000) $4,114 Shares 56,603 Est. Cost $56.99 Unrealized +22.0%
FAST Fastenal Company 0.1%
Value ($000) $3,905 Shares 62,140 Est. Cost $11.23 Unrealized +190.6%
EMR Emerson Electric 0.1%
Value ($000) $3,745 Shares 33,994 Est. Cost $52.98 Unrealized +102.8%
TE Connectivity Limited 0.1%
Value ($000) $3,667 Shares 24,376 Est. Cost $72.63 Unrealized
ASML ASML Holding NV NY Registry Sh 0.1%
Value ($000) $3,606 Shares 3,526 Est. Cost $830.56 Unrealized
PWR Quanta Services 0.1%
Value ($000) $3,598 Shares 14,160 Est. Cost $158.00 Unrealized +67.3%
INTC Intel 0.1%
Value ($000) $3,577 Shares 115,511 Est. Cost $34.63 Unrealized -6.1%
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $3,414 Shares 58,344 Est. Cost $95.41 Unrealized
CME CME Group Inc 0.1%
Value ($000) $3,386 Shares 17,225 Est. Cost $42.73 Unrealized +356.3%
GS Goldman Sachs 0.1%
Value ($000) $3,381 Shares 7,476 Est. Cost $325.21 Unrealized +30.3%
TSM Taiwan Semiconductor Mft Co Lt 0.1%
Value ($000) $3,367 Shares 19,371 Est. Cost $92.35 Unrealized
USB US Bancorp 0.1%
Value ($000) $3,227 Shares 81,273 Est. Cost $26.95 Unrealized +40.1%
ABNB Airbnb Inc 0.1%
Value ($000) $3,145 Shares 20,741 Est. Cost $152.70 Unrealized +0.1%
SYY Sysco 0.1%
Value ($000) $3,144 Shares 44,036 Est. Cost $63.07 Unrealized +12.8%
NVS Novartis A G ADR 0.1%
Value ($000) $3,128 Shares 29,378 Est. Cost $75.47 Unrealized
STT State Street 0.1%
Value ($000) $3,081 Shares 41,636 Est. Cost $52.11 Unrealized +35.3%
KMB Kimberly-Clark 0.1%
Value ($000) $3,058 Shares 22,129 Est. Cost $88.69 Unrealized +41.3%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $3,033 Shares 8,947 Est. Cost $72.35 Unrealized +106.7%
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $2,966 Shares 56,574 Est. Cost $44.11 Unrealized +19.9%
IAU iShares Gold Trust 0.1%
Value ($000) $2,946 Shares 67,053 Est. Cost $35.53 Unrealized
VMC Vulcan Materials 0.1%
Value ($000) $2,903 Shares 11,673 Est. Cost $179.55 Unrealized +42.2%
CCJ Cameco Corporation 0.1%
Value ($000) $2,814 Shares 57,205 Est. Cost $42.44 Unrealized +19.0%
GILD Gilead Sciences 0.0%
Value ($000) $2,702 Shares 39,381 Est. Cost $55.18 Unrealized +14.4%
VGT Vanguard Information Techology 0.0%
Value ($000) $2,666 Shares 4,624 Est. Cost $119.23 Unrealized
CR Crane Co 0.0%
Value ($000) $2,593 Shares 17,882 Est. Cost $109.16 Unrealized +28.7%
TPL Texas Pacific Land 0.0%
Value ($000) $2,540 Shares 3,460 Est. Cost $170.25 Unrealized +20.3%
PM Philip Morris International 0.0%
Value ($000) $2,481 Shares 24,481 Est. Cost $60.38 Unrealized +51.2%
ARMK Aramark 0.0%
Value ($000) $2,381 Shares 69,987 Est. Cost $26.60 Unrealized +19.5%
D Dominion Energy 0.0%
Value ($000) $2,381 Shares 48,584 Est. Cost $39.09 Unrealized +20.5%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $2,367 Shares 57,584 Est. Cost $35.30 Unrealized
BAH Booz Allen Hamilton Holdings 0.0%
Value ($000) $2,352 Shares 15,284 Est. Cost $100.04 Unrealized +44.2%
FANG Diamondback Energy Inc 0.0%
Value ($000) $2,281 Shares 11,396 Est. Cost $120.96 Unrealized +56.2%
GIS General Mills 0.0%
Value ($000) $2,276 Shares 35,982 Est. Cost $34.27 Unrealized +88.0%
H Hyatt Hotels Corp Cl A 0.0%
Value ($000) $2,258 Shares 14,866 Est. Cost $143.32 Unrealized +4.0%
ASO Academy Sport and Outdoors Inc 0.0%
Value ($000) $2,254 Shares 42,324 Est. Cost $48.07 Unrealized +16.3%
VONV Vanguard Russell 1000 Value ET 0.0%
Value ($000) $2,149 Shares 28,067 Est. Cost $66.72 Unrealized
FCX Freeport McMoRan 0.0%
Value ($000) $2,004 Shares 41,242 Est. Cost $38.60 Unrealized +27.8%
ITW Illinois Tool Works 0.0%
Value ($000) $2,000 Shares 8,441 Est. Cost $114.81 Unrealized +106.3%
ROST Ross Stores 0.0%
Value ($000) $1,997 Shares 13,741 Est. Cost $62.81 Unrealized +116.3%
MDT Medtronic PLC 0.0%
Value ($000) $1,989 Shares 25,274 Est. Cost $88.68 Unrealized -12.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1,958 Shares 1,863 Est. Cost $573.41 Unrealized +68.1%
AMP Ameriprise Financial 0.0%
Value ($000) $1,944 Shares 4,550 Est. Cost $172.31 Unrealized +142.8%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,940 Shares 7,184 Est. Cost $18.38 Unrealized +184.5%
VEU Vanguard FTSE All-World Ex-US 0.0%
Value ($000) $1,916 Shares 32,669 Est. Cost $59.45 Unrealized
CSX CSX 0.0%
Value ($000) $1,884 Shares 56,317 Est. Cost $32.23 Unrealized +2.8%
GD General Dynamics 0.0%
Value ($000) $1,877 Shares 6,469 Est. Cost $169.46 Unrealized +67.6%
RYAN Ryan Specialty Holdings Inc 0.0%
Value ($000) $1,850 Shares 31,947 Est. Cost $44.18 Unrealized +20.8%
JCI Johnson Controls 0.0%
Value ($000) $1,824 Shares 27,438 Est. Cost $56.48 Unrealized +16.5%
VZ Verizon 0.0%
Value ($000) $1,729 Shares 41,924 Est. Cost $31.99 Unrealized +14.0%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,725 Shares 7,626 Est. Cost $111.97 Unrealized
BlackRock Inc 0.0%
Value ($000) $1,712 Shares 2,175 Est. Cost $639.69 Unrealized
EWBC East West Bancorp 0.0%
Value ($000) $1,676 Shares 22,893 Est. Cost $61.26 Unrealized +15.5%
OMC Omnicom 0.0%
Value ($000) $1,662 Shares 18,525 Est. Cost $51.97 Unrealized +68.6%
MS Morgan Stanley 0.0%
Value ($000) $1,656 Shares 17,041 Est. Cost $73.38 Unrealized +23.7%
WAT Waters Corp 0.0%
Value ($000) $1,651 Shares 5,691 Est. Cost $144.63 Unrealized +120.6%
FDX FedEx Corporation 0.0%
Value ($000) $1,637 Shares 5,461 Est. Cost $229.35 Unrealized +9.8%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,619 Shares 17,498 Est. Cost $79.29 Unrealized
VRRM Verra Mobility Corp 0.0%
Value ($000) $1,603 Shares 58,918 Est. Cost $21.72 Unrealized +18.7%
DOW Dow Inc 0.0%
Value ($000) $1,598 Shares 30,114 Est. Cost $35.88 Unrealized +42.7%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $1,593 Shares 38,356 Est. Cost $42.28 Unrealized -3.0%
TDY Teledyne Technologies 0.0%
Value ($000) $1,582 Shares 4,078 Est. Cost $368.46 Unrealized +7.5%
CHD Church & Dwight 0.0%
Value ($000) $1,560 Shares 15,048 Est. Cost $52.22 Unrealized +98.7%
EW Edwards Lifesciences 0.0%
Value ($000) $1,556 Shares 16,842 Est. Cost $102.86 Unrealized -13.9%
ES Eversource Energy 0.0%
Value ($000) $1,553 Shares 27,387 Est. Cost $66.24 Unrealized -17.0%
DUK Duke Energy 0.0%
Value ($000) $1,552 Shares 15,484 Est. Cost $50.97 Unrealized +84.9%
UPS United Parcel Service Class B 0.0%
Value ($000) $1,538 Shares 11,242 Est. Cost $141.47 Unrealized -8.1%
CVS CVS Health Corp 0.0%
Value ($000) $1,526 Shares 25,840 Est. Cost $68.66 Unrealized -14.8%
Viper Energy Inc 0.0%
Value ($000) $1,523 Shares 40,573 Est. Cost $31.38 Unrealized
VMI Valmont Industries Inc 0.0%
Value ($000) $1,522 Shares 5,545 Est. Cost $243.81 Unrealized 0.0%
EWJ ishares MSCI Japanese Index Fu 0.0%
Value ($000) $1,521 Shares 22,285 Est. Cost $71.09 Unrealized
RXST RxSight Inc 0.0%
Value ($000) $1,520 Shares 25,270 Est. Cost $13.46 Unrealized +324.6%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,481 Shares 10,792 Est. Cost $137.35 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $1,470 Shares 6,547 Est. Cost $182.19 Unrealized +14.8%
HUBB Hubbell Inc 0.0%
Value ($000) $1,451 Shares 3,970 Est. Cost $178.41 Unrealized +115.2%
ROG Rogers Corporation 0.0%
Value ($000) $1,437 Shares 11,915 Est. Cost $117.24 Unrealized 0.0%
Altair Engineering 0.0%
Value ($000) $1,435 Shares 14,630 Est. Cost $45.15 Unrealized
PYPL PayPal Holdings 0.0%
Value ($000) $1,412 Shares 24,337 Est. Cost $133.89 Unrealized -52.6%
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $1,399 Shares 31,362 Est. Cost $57.43 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $1,397 Shares 32,801 Est. Cost $48.47 Unrealized
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $1,386 Shares 21,578 Est. Cost $53.20 Unrealized
PNC PNC Financial 0.0%
Value ($000) $1,374 Shares 8,839 Est. Cost $125.70 Unrealized +16.6%
AGI Alamos Gold Inc - Class A 0.0%
Value ($000) $1,367 Shares 87,167 Est. Cost $15.57 Unrealized 0.0%
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $1,351 Shares 3,455 Est. Cost $357.60 Unrealized
AMT Amer Tower Cl A 0.0%
Value ($000) $1,332 Shares 6,853 Est. Cost $132.95 Unrealized +32.6%
AFL AFLAC 0.0%
Value ($000) $1,328 Shares 14,869 Est. Cost $41.89 Unrealized +98.3%
KKR KKR & Co Inc 0.0%
Value ($000) $1,326 Shares 12,600 Est. Cost $41.16 Unrealized +145.1%
YUM Yum Brands Inc 0.0%
Value ($000) $1,324 Shares 9,998 Est. Cost $87.77 Unrealized +51.9%
FSV FirstService Corp 0.0%
Value ($000) $1,321 Shares 8,671 Est. Cost $122.69 Unrealized +21.8%
MTB M&T Bank 0.0%
Value ($000) $1,307 Shares 8,637 Est. Cost $152.08 Unrealized -8.6%
TT Trane Technologies 0.0%
Value ($000) $1,302 Shares 3,958 Est. Cost $109.81 Unrealized +185.7%
SLB Schlumberger 0.0%
Value ($000) $1,294 Shares 27,430 Est. Cost $40.95 Unrealized +12.3%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $1,293 Shares 7,409 Est. Cost $154.62 Unrealized
iShares MSCI India ETF 0.0%
Value ($000) $1,265 Shares 22,680 Est. Cost $51.86 Unrealized
EFX Equifax 0.0%
Value ($000) $1,264 Shares 5,212 Est. Cost $235.79 Unrealized 0.0%
HSY Hershey Co 0.0%
Value ($000) $1,262 Shares 6,867 Est. Cost $200.54 Unrealized -8.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $1,228 Shares 310 Est. Cost $2436.65 Unrealized +50.0%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $1,211 Shares 10,972 Est. Cost $103.16 Unrealized
PAYX Paychex 0.0%
Value ($000) $1,194 Shares 10,070 Est. Cost $40.69 Unrealized +185.9%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $1,178 Shares 10,214 Est. Cost $83.40 Unrealized +26.9%
GWW Grainger W W 0.0%
Value ($000) $1,162 Shares 1,288 Est. Cost $223.13 Unrealized +315.7%
RSG Republic Services 0.0%
Value ($000) $1,157 Shares 5,951 Est. Cost $120.30 Unrealized +53.9%
MO Altria Group Inc 0.0%
Value ($000) $1,153 Shares 25,310 Est. Cost $30.13 Unrealized +29.8%
SPOT Spotify Technology 0.0%
Value ($000) $1,137 Shares 3,624 Est. Cost $174.62 Unrealized +72.4%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $1,100 Shares 12,066 Est. Cost $76.89 Unrealized
MOS Mosaic Company 0.0%
Value ($000) $1,095 Shares 37,886 Est. Cost $28.60 Unrealized 0.0%
TDW Tidewater Inc. 0.0%
Value ($000) $1,093 Shares 11,482 Est. Cost $98.63 Unrealized 0.0%
PRVA Privia Health Group 0.0%
Value ($000) $1,093 Shares 62,898 Est. Cost $20.50 Unrealized -13.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1,092 Shares 6,729 Est. Cost $128.55 Unrealized +25.1%
NBTB N B T Bankcorp Inc 0.0%
Value ($000) $1,089 Shares 28,213 Est. Cost $36.14 Unrealized +0.0%
ORLY O'Reilly Automotive 0.0%
Value ($000) $1,082 Shares 1,025 Est. Cost $38.22 Unrealized +80.9%
MDY SPDR S&P 400 ETF Trust 0.0%
Value ($000) $1,073 Shares 2,005 Est. Cost $451.58 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1,057 Shares 7,486 Est. Cost $71.35 Unrealized +95.7%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $1,052 Shares 6,062 Est. Cost $71.63 Unrealized +150.7%
NFLX Netflix 0.0%
Value ($000) $1,050 Shares 1,556 Est. Cost $44.45 Unrealized +40.5%
ODFL Old Dominion Freight 0.0%
Value ($000) $1,038 Shares 5,879 Est. Cost $187.04 Unrealized -0.3%
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $1,021 Shares 8,454 Est. Cost $120.18 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $998 Shares 7,727 Est. Cost $44.85 Unrealized +171.4%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $973 Shares 7,118 Est. Cost $137.06 Unrealized +6.6%
GLW Corning 0.0%
Value ($000) $973 Shares 25,054 Est. Cost $29.30 Unrealized +14.9%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $972 Shares 7,974 Est. Cost $91.76 Unrealized
PGR Progressive 0.0%
Value ($000) $961 Shares 4,629 Est. Cost $84.08 Unrealized +129.2%
NDSN Nordson Corp 0.0%
Value ($000) $959 Shares 4,136 Est. Cost $222.43 Unrealized +10.8%
MORN Morningstar Inc 0.0%
Value ($000) $894 Shares 3,021 Est. Cost $68.45 Unrealized +332.4%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $889 Shares 1,896 Est. Cost $242.87 Unrealized +78.7%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $881 Shares 12,122 Est. Cost $67.07 Unrealized
TRI Thomson Reuters Corporation 0.0%
Value ($000) $873 Shares 5,179 Est. Cost $122.38 Unrealized +29.4%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $856 Shares 3,175 Est. Cost $174.09 Unrealized +39.1%
TM Toyota Motor 0.0%
Value ($000) $854 Shares 4,167 Est. Cost $175.98 Unrealized
BIRK Birkenstock Holding plc 0.0%
Value ($000) $849 Shares 15,606 Est. Cost $49.56 Unrealized 0.0%
CHKP Check Point Software 0.0%
Value ($000) $847 Shares 5,133 Est. Cost $74.33 Unrealized +109.7%
BAX Baxter International 0.0%
Value ($000) $842 Shares 25,177 Est. Cost $53.56 Unrealized -33.7%
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $834 Shares 8,844 Est. Cost $132.43 Unrealized
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $831 Shares 4,556 Est. Cost $180.82 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $830 Shares 6,715 Est. Cost $57.80 Unrealized +108.5%
MAR Marriott International 0.0%
Value ($000) $824 Shares 3,408 Est. Cost $159.78 Unrealized +47.8%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $822 Shares 6,465 Est. Cost $127.30 Unrealized
PHM Pultegroup Inc. 0.0%
Value ($000) $815 Shares 7,405 Est. Cost $40.52 Unrealized +176.7%
PCH Potlatch Corporation 0.0%
Value ($000) $806 Shares 20,468 Est. Cost $40.67 Unrealized
ADSK Autodesk 0.0%
Value ($000) $806 Shares 3,257 Est. Cost $203.24 Unrealized +10.5%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $792 Shares 9,911 Est. Cost $91.45 Unrealized -10.2%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $791 Shares 6,002 Est. Cost $180.57 Unrealized -14.3%
ROP Roper Industries Inc 0.0%
Value ($000) $787 Shares 1,397 Est. Cost $440.25 Unrealized +21.1%
CMI Cummins Inc 0.0%
Value ($000) $785 Shares 2,833 Est. Cost $211.95 Unrealized +30.3%
CTRA Coterra Energy Inc 0.0%
Value ($000) $775 Shares 29,057 Est. Cost $23.79 Unrealized +10.2%
TPR Tapestry Inc 0.0%
Value ($000) $770 Shares 18,000 Est. Cost $32.95 Unrealized +22.3%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $768 Shares 6,350 Est. Cost $122.93 Unrealized
TECH Bio-Techne Corp 0.0%
Value ($000) $762 Shares 10,639 Est. Cost $67.08 Unrealized +8.8%
MTRN Materion Corp 0.0%
Value ($000) $757 Shares 7,000 Est. Cost $114.94 Unrealized 0.0%
SHEL Shell Plc ADR 0.0%
Value ($000) $749 Shares 10,379 Est. Cost $55.22 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $748 Shares 5,936 Est. Cost $157.38 Unrealized -0.4%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $745 Shares 5,107 Est. Cost $85.55 Unrealized +60.6%
CCC CCC Intelligent Solutions Hold 0.0%
Value ($000) $745 Shares 67,047 Est. Cost $10.65 Unrealized +6.9%
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $733 Shares 6,872 Est. Cost $106.83 Unrealized
BALL Ball Corp 0.0%
Value ($000) $730 Shares 12,165 Est. Cost $65.40 Unrealized 0.0%
GEV GE Vernova Inc 0.0%
Value ($000) $730 Shares 4,255 Est. Cost $158.10 Unrealized 0.0%
TRP TC Energy Corp 0.0%
Value ($000) $729 Shares 19,227 Est. Cost $34.48 Unrealized +2.8%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $721 Shares 7,465 Est. Cost $80.20 Unrealized
SO Southern Co 0.0%
Value ($000) $713 Shares 9,195 Est. Cost $49.95 Unrealized +43.7%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $710 Shares 4,872 Est. Cost $132.84 Unrealized
KEY KeyCorp 0.0%
Value ($000) $707 Shares 49,780 Est. Cost $14.27 Unrealized -6.0%
HUM Humana 0.0%
Value ($000) $704 Shares 1,885 Est. Cost $339.87 Unrealized -2.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $698 Shares 6,435 Est. Cost $104.43 Unrealized +11.0%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $685 Shares 4,551 Est. Cost $105.52 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $672 Shares 40,272 Est. Cost $21.04 Unrealized
EFAX MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $671 Shares 16,440 Est. Cost $52.53 Unrealized
PPG PPG Industries 0.0%
Value ($000) $669 Shares 5,310 Est. Cost $127.06 Unrealized +0.2%
AMLP Alerian MLP 0.0%
Value ($000) $661 Shares 13,769 Est. Cost $20.29 Unrealized
EMN Eastman Chemical 0.0%
Value ($000) $648 Shares 6,614 Est. Cost $95.42 Unrealized -2.9%
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $642 Shares 4,996 Est. Cost $121.89 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $634 Shares 35,122 Est. Cost $15.09 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $616 Shares 2,817 Est. Cost $177.10 Unrealized +21.4%
MCHP Microchip Technology 0.0%
Value ($000) $614 Shares 6,714 Est. Cost $51.57 Unrealized +69.5%
HSIC Henry Schein 0.0%
Value ($000) $613 Shares 9,556 Est. Cost $55.41 Unrealized +27.0%
HEI Heico Corp 0.0%
Value ($000) $612 Shares 2,738 Est. Cost $140.20 Unrealized +50.6%
IWO iShares TR Russell 2000 Growth 0.0%
Value ($000) $610 Shares 2,323 Est. Cost $243.92 Unrealized
ICE IntercontinentalExchange Group 0.0%
Value ($000) $606 Shares 4,425 Est. Cost $127.23 Unrealized +3.5%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $604 Shares 9,990 Est. Cost $50.84 Unrealized +13.5%
PEG Public Service Enterprise 0.0%
Value ($000) $601 Shares 8,158 Est. Cost $42.59 Unrealized +58.4%
T AT & T 0.0%
Value ($000) $594 Shares 31,101 Est. Cost $14.93 Unrealized +8.2%
BR Broadridge Financial Solutions 0.0%
Value ($000) $583 Shares 2,958 Est. Cost $148.79 Unrealized +29.8%
HPQ HP Inc 0.0%
Value ($000) $581 Shares 16,592 Est. Cost $10.49 Unrealized +183.1%
TOST Toast Inc Cl A 0.0%
Value ($000) $563 Shares 21,841 Est. Cost $19.72 Unrealized +22.6%
CTVA Corteva Inc 0.0%
Value ($000) $555 Shares 10,293 Est. Cost $29.26 Unrealized +84.8%
TSLA Tesla Inc 0.0%
Value ($000) $554 Shares 2,797 Est. Cost $223.54 Unrealized -21.8%
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $553 Shares 4,878 Est. Cost $110.59 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $553 Shares 7,509 Est. Cost $56.53 Unrealized +27.9%
IP International Paper 0.0%
Value ($000) $552 Shares 12,790 Est. Cost $30.60 Unrealized +24.5%
DEO Diageo Plc ADR 0.0%
Value ($000) $550 Shares 4,364 Est. Cost $165.08 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $548 Shares 8,694 Est. Cost $59.12 Unrealized +4.9%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $531 Shares 5,222 Est. Cost $63.44 Unrealized +56.7%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $530 Shares 6,322 Est. Cost $82.35 Unrealized
SCHF Schwab International Equity ET 0.0%
Value ($000) $524 Shares 13,650 Est. Cost $38.42 Unrealized
Restricted Long Term Investmen 0.0%
Value ($000) $520 Shares 52,882 Est. Cost $9.83 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $516 Shares 6,612 Est. Cost $70.37 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $511 Shares 6,500 Est. Cost $27.38 Unrealized +86.3%
LAM Research Corp 0.0%
Value ($000) $509 Shares 478 Est. Cost $1019.97 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $493 Shares 3,529 Est. Cost $100.68 Unrealized +14.8%
FICO Fair Isaac Corp 0.0%
Value ($000) $491 Shares 330 Est. Cost $827.89 Unrealized +56.1%
MSCI MSCI Inc 0.0%
Value ($000) $491 Shares 1,019 Est. Cost $482.06 Unrealized +0.9%
IDXX IDEXX Labs 0.0%
Value ($000) $489 Shares 1,003 Est. Cost $383.69 Unrealized +30.8%
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $486 Shares 1,260 Est. Cost $383.25 Unrealized +6.1%
NUE Nucor 0.0%
Value ($000) $486 Shares 3,073 Est. Cost $128.65 Unrealized +31.3%
WEC WEC Energy Group Inc 0.0%
Value ($000) $474 Shares 6,047 Est. Cost $54.79 Unrealized +40.2%
EBAY Ebay 0.0%
Value ($000) $471 Shares 8,767 Est. Cost $53.67 Unrealized -5.5%
LUNA Luna Innovations Inc. 0.0%
Value ($000) $466 Shares 145,740 Est. Cost $6.59 Unrealized -55.0%
Unilever Plc Sponsored ADR 0.0%
Value ($000) $463 Shares 8,420 Est. Cost $57.69 Unrealized
DOV Dover Corp 0.0%
Value ($000) $459 Shares 2,541 Est. Cost $112.31 Unrealized +56.5%
MCO Moody's Corp 0.0%
Value ($000) $450 Shares 1,068 Est. Cost $341.41 Unrealized +15.1%
GGG Graco Inc 0.0%
Value ($000) $435 Shares 5,488 Est. Cost $68.40 Unrealized +19.5%
VUG Vanguard Growth ETF 0.0%
Value ($000) $434 Shares 1,160 Est. Cost $310.50 Unrealized
CLH Clean Harbors 0.0%
Value ($000) $430 Shares 1,903 Est. Cost $107.08 Unrealized +95.8%
SOLV Solventum Corporation 0.0%
Value ($000) $422 Shares 7,973 Est. Cost $60.70 Unrealized 0.0%
XEL XCEL Energy 0.0%
Value ($000) $417 Shares 7,815 Est. Cost $41.09 Unrealized +25.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $417 Shares 3,561 Est. Cost $90.34 Unrealized +18.2%
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $417 Shares 4,728 Est. Cost $70.79 Unrealized
WMB Williams Cos 0.0%
Value ($000) $416 Shares 9,789 Est. Cost $27.58 Unrealized +36.7%
GPC Genuine Parts 0.0%
Value ($000) $413 Shares 2,986 Est. Cost $117.47 Unrealized +20.5%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $405 Shares 3,600 Est. Cost $96.49 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $401 Shares 4,780 Est. Cost $44.61 Unrealized +79.2%
SPG Simon Property Group 0.0%
Value ($000) $400 Shares 2,638 Est. Cost $100.39 Unrealized +35.0%
EQIX Equinix Inc 0.0%
Value ($000) $398 Shares 526 Est. Cost $566.89 Unrealized +29.2%
VTV Vanguard Value ETF 0.0%
Value ($000) $393 Shares 2,452 Est. Cost $139.88 Unrealized
DELL Dell Technologies - C 0.0%
Value ($000) $390 Shares 2,828 Est. Cost $68.63 Unrealized +90.4%
ALL Allstate 0.0%
Value ($000) $389 Shares 2,439 Est. Cost $114.78 Unrealized +40.7%
IR Ingersoll Rand Inc 0.0%
Value ($000) $386 Shares 4,247 Est. Cost $45.49 Unrealized +101.7%
A Agilent Technologies 0.0%
Value ($000) $379 Shares 2,922 Est. Cost $117.22 Unrealized +17.9%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $376 Shares 4,914 Est. Cost $76.49 Unrealized
SCHC Schwab International Small Cap 0.0%
Value ($000) $371 Shares 10,414 Est. Cost $35.58 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $359 Shares 8,314 Est. Cost $31.10 Unrealized +35.0%
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $357 Shares 3,847 Est. Cost $87.55 Unrealized
RPM RPM International Inc 0.0%
Value ($000) $357 Shares 3,317 Est. Cost $53.54 Unrealized +106.8%
Chewy Inc. Class A 0.0%
Value ($000) $355 Shares 13,049 Est. Cost $27.24 Unrealized
IGV iShares North America Tech 0.0%
Value ($000) $355 Shares 4,085 Est. Cost $101.63 Unrealized
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $355 Shares 4,504 Est. Cost $77.59 Unrealized +3.7%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $352 Shares 4,009 Est. Cost $113.51 Unrealized
EME Emcorp Group Inc 0.0%
Value ($000) $350 Shares 960 Est. Cost $208.84 Unrealized +76.1%
APO Apollo Global Management A 0.0%
Value ($000) $343 Shares 2,903 Est. Cost $56.25 Unrealized +97.1%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $339 Shares 16,007 Est. Cost $7.57 Unrealized +132.8%
HUBS HubSpot Inc. 0.0%
Value ($000) $336 Shares 570 Est. Cost $601.35 Unrealized +2.0%
CHTR Charter Communications 0.0%
Value ($000) $336 Shares 1,124 Est. Cost $435.60 Unrealized -37.3%
ELV Elevance Health Inc 0.0%
Value ($000) $329 Shares 607 Est. Cost $226.84 Unrealized +126.4%
SJM Smucker 0.0%
Value ($000) $321 Shares 2,944 Est. Cost $77.43 Unrealized +37.1%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $321 Shares 4,721 Est. Cost $56.16 Unrealized +17.6%
ICLR ICON Plc 0.0%
Value ($000) $313 Shares 1,000 Est. Cost $222.32 Unrealized +41.0%
WBS Webster Financial 0.0%
Value ($000) $308 Shares 7,060 Est. Cost $43.21 Unrealized +3.0%
COR Cencora Inc 0.0%
Value ($000) $304 Shares 1,350 Est. Cost $226.42 Unrealized +1.0%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $299 Shares 2,963 Est. Cost $37.65 Unrealized +145.6%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $290 Shares 3,071 Est. Cost $78.98 Unrealized +17.9%
BA Boeing 0.0%
Value ($000) $286 Shares 1,573 Est. Cost $222.85 Unrealized -20.0%
OEF iShares Tr S&P 100 Index 0.0%
Value ($000) $275 Shares 1,039 Est. Cost $187.04 Unrealized
CASY Caseys General Stores 0.0%
Value ($000) $274 Shares 717 Est. Cost $330.95 Unrealized 0.0%
TDG Transdigm Group Inc 0.0%
Value ($000) $271 Shares 212 Est. Cost $1136.24 Unrealized 0.0%
XYZ Block Inc 0.0%
Value ($000) $269 Shares 4,174 Est. Cost $151.28 Unrealized -53.8%
EA Electronic Arts 0.0%
Value ($000) $268 Shares 1,921 Est. Cost $97.16 Unrealized +34.5%
ALGN Align Technology Inc 0.0%
Value ($000) $265 Shares 1,097 Est. Cost $159.27 Unrealized +74.8%
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $262 Shares 7,040 Est. Cost $55.32 Unrealized
ONON On Holding AG Cl A 0.0%
Value ($000) $261 Shares 6,728 Est. Cost $30.96 Unrealized +18.0%
Aptiv Plc 0.0%
Value ($000) $260 Shares 3,694 Est. Cost $89.30 Unrealized
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $260 Shares 2,672 Est. Cost $90.06 Unrealized
FDS Factset Resh Systems Inc 0.0%
Value ($000) $257 Shares 629 Est. Cost $417.35 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $256 Shares 326 Est. Cost $146.74 Unrealized 0.0%
CCOI Cogent Communications Group 0.0%
Value ($000) $254 Shares 4,502 Est. Cost $36.41 Unrealized +48.2%
TXT Textron 0.0%
Value ($000) $252 Shares 2,936 Est. Cost $77.37 Unrealized +14.8%
CHE Chemed Corp 0.0%
Value ($000) $250 Shares 460 Est. Cost $568.90 Unrealized 0.0%
LNC Lincoln National 0.0%
Value ($000) $249 Shares 8,010 Est. Cost $18.69 Unrealized +47.4%
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $249 Shares 15,695 Est. Cost $23.38 Unrealized
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $247 Shares 1,455 Est. Cost $137.84 Unrealized
MET Metlife Inc 0.0%
Value ($000) $246 Shares 3,501 Est. Cost $59.21 Unrealized +15.1%
MSI Motorola Solutions Inc 0.0%
Value ($000) $244 Shares 633 Est. Cost $322.57 Unrealized +9.9%
MANH Manhattan Associates 0.0%
Value ($000) $244 Shares 988 Est. Cost $226.75 Unrealized 0.0%
Kellanova 0.0%
Value ($000) $240 Shares 4,167 Est. Cost $46.84 Unrealized +20.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $230 Shares 835 Est. Cost $269.34 Unrealized -2.6%
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $229 Shares 1,523 Est. Cost $155.33 Unrealized
EXPGY Experian Plc Spons ADR 0.0%
Value ($000) $227 Shares 4,868 Est. Cost $46.64 Unrealized
DGRO iShares Core Dividend Growth 0.0%
Value ($000) $220 Shares 3,812 Est. Cost $58.05 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $218 Shares 1,941 Est. Cost $111.65 Unrealized -6.4%
GSK GSK Plc 0.0%
Value ($000) $215 Shares 5,574 Est. Cost $35.20 Unrealized
IJK iShares S&P Midcap 400 Growth 0.0%
Value ($000) $212 Shares 2,408 Est. Cost $71.77 Unrealized
WES Western Midstream Partners LP 0.0%
Value ($000) $212 Shares 5,338 Est. Cost $39.73 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $212 Shares 1,548 Est. Cost $62.67 Unrealized +112.2%
SHAK Shake Shack Inc 0.0%
Value ($000) $212 Shares 2,353 Est. Cost $87.53 Unrealized +11.5%
ET Energy Transfer LP 0.0%
Value ($000) $211 Shares 12,990 Est. Cost $14.28 Unrealized
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $204 Shares 2,711 Est. Cost $62.59 Unrealized +14.3%
AAGIY AIA Group Ltd Sp ADR 0.0%
Value ($000) $204 Shares 7,543 Est. Cost $27.03 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $203 Shares 2,268 Est. Cost $81.91 Unrealized +7.1%
AEP American Electric Power 0.0%
Value ($000) $202 Shares 2,307 Est. Cost $82.62 Unrealized 0.0%
Lexington Realty Trust 0.0%
Value ($000) $167 Shares 18,350 Est. Cost $10.12 Unrealized
CTSO CytoSorbents Corp 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $8.14 Unrealized -89.3%