BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 4, 2024

Total Value ($000): $5,979,201 (100.0% shares, 0.0% debt)

Holdings (457)

MSFT Microsoft 5.5%
Value ($000) $328,444 Shares 763,290 Est. Cost $49.96 Unrealized +746.9%
AAPL Apple Inc 4.4%
Value ($000) $263,558 Shares 1,131,151 Est. Cost $87.29 Unrealized +154.3%
JPM J P Morgan Chase 3.7%
Value ($000) $222,198 Shares 1,053,769 Est. Cost $58.74 Unrealized +248.9%
GOOGL Alphabet Inc. Class A 3.2%
Value ($000) $189,155 Shares 1,140,521 Est. Cost $107.79 Unrealized +54.7%
DHR Danaher 2.8%
Value ($000) $168,478 Shares 605,992 Est. Cost $85.75 Unrealized +206.0%
AMZN Amazon.com 2.5%
Value ($000) $149,864 Shares 804,291 Est. Cost $132.17 Unrealized +38.0%
COST Costco 2.2%
Value ($000) $131,575 Shares 148,418 Est. Cost $469.28 Unrealized +83.7%
BRK/B Berkshire Hathaway Cl B 2.2%
Value ($000) $128,666 Shares 279,551 Est. Cost $175.59 Unrealized +151.8%
TMO Thermo Fisher Scientific 2.1%
Value ($000) $125,261 Shares 202,500 Est. Cost $179.48 Unrealized +228.2%
UNH United Health Group 2.0%
Value ($000) $119,111 Shares 203,721 Est. Cost $338.49 Unrealized +62.0%
MRSH Marsh & McLennan 1.9%
Value ($000) $114,917 Shares 515,117 Est. Cost $44.90 Unrealized +383.1%
SPY SPDR S&P 500 ETF Index 1.7%
Value ($000) $100,010 Shares 174,307 Est. Cost $410.44 Unrealized
SHW Sherwin-Williams 1.6%
Value ($000) $96,828 Shares 253,697 Est. Cost $235.39 Unrealized +46.5%
ADBE Adobe Inc 1.6%
Value ($000) $96,091 Shares 185,583 Est. Cost $228.63 Unrealized +139.9%
AEM Agnico Eagle Mines 1.5%
Value ($000) $92,568 Shares 1,149,053 Est. Cost $48.89 Unrealized +55.1%
PEP Pepsico 1.5%
Value ($000) $91,897 Shares 540,409 Est. Cost $79.95 Unrealized +103.8%
FISV Fiserv Inc 1.5%
Value ($000) $88,695 Shares 493,712 Est. Cost $116.58 Unrealized +41.5%
NVDA Nvidia Corp 1.5%
Value ($000) $88,465 Shares 728,466 Est. Cost $95.32 Unrealized +23.9%
HD Home Depot 1.5%
Value ($000) $88,206 Shares 217,686 Est. Cost $115.83 Unrealized +204.5%
GLD SPDR Gold Shares 1.2%
Value ($000) $72,482 Shares 298,206 Est. Cost $142.81 Unrealized
ADI Analog Devices Inc 1.2%
Value ($000) $72,063 Shares 313,084 Est. Cost $168.08 Unrealized +31.0%
DE Deere 1.2%
Value ($000) $71,736 Shares 171,893 Est. Cost $147.90 Unrealized +149.7%
STZ Constellation Brands Inc Cl A 1.2%
Value ($000) $68,979 Shares 267,680 Est. Cost $202.56 Unrealized +18.6%
ABT Abbott Labs 1.1%
Value ($000) $68,444 Shares 600,330 Est. Cost $63.80 Unrealized +67.8%
APH Amphenol 1.1%
Value ($000) $67,272 Shares 1,032,412 Est. Cost $43.18 Unrealized +48.3%
INTU Intuit 1.1%
Value ($000) $66,798 Shares 107,565 Est. Cost $414.88 Unrealized +52.6%
MA Mastercard Inc Cl A 1.1%
Value ($000) $66,611 Shares 134,896 Est. Cost $108.01 Unrealized +327.5%
COP Conoco Phillips 1.1%
Value ($000) $63,729 Shares 605,330 Est. Cost $47.97 Unrealized +119.1%
JNJ Johnson & Johnson 1.1%
Value ($000) $63,483 Shares 391,724 Est. Cost $84.66 Unrealized +80.3%
NOC Northrop Grumman 1.0%
Value ($000) $58,127 Shares 110,075 Est. Cost $331.80 Unrealized +44.1%
MCD McDonalds 0.9%
Value ($000) $53,053 Shares 174,225 Est. Cost $97.57 Unrealized +173.3%
CNI Canadian National Railway 0.9%
Value ($000) $51,851 Shares 442,606 Est. Cost $86.00 Unrealized +31.7%
IQV IQVIA Holdings 0.8%
Value ($000) $49,274 Shares 207,932 Est. Cost $164.69 Unrealized +43.3%
BSX Boston Scientific 0.8%
Value ($000) $49,124 Shares 586,208 Est. Cost $43.57 Unrealized +80.9%
CVX Chevron Corp 0.8%
Value ($000) $48,632 Shares 330,220 Est. Cost $98.75 Unrealized +41.7%
MRK Merck 0.8%
Value ($000) $47,622 Shares 419,358 Est. Cost $36.40 Unrealized +210.4%
ABBV Abbvie Inc 0.8%
Value ($000) $47,074 Shares 238,374 Est. Cost $58.31 Unrealized +206.5%
UNP Union Pacific 0.7%
Value ($000) $44,667 Shares 181,220 Est. Cost $78.89 Unrealized +197.4%
SPGI S&P Global Inc 0.7%
Value ($000) $44,141 Shares 85,443 Est. Cost $361.22 Unrealized +35.6%
ORCL Oracle 0.7%
Value ($000) $43,024 Shares 252,485 Est. Cost $72.94 Unrealized +96.1%
CAT Caterpillar 0.7%
Value ($000) $42,439 Shares 108,506 Est. Cost $86.98 Unrealized +289.4%
RBC RBC Bearings Inc 0.7%
Value ($000) $41,402 Shares 138,292 Est. Cost $236.17 Unrealized +21.8%
AMAT Applied Materials 0.7%
Value ($000) $40,969 Shares 202,767 Est. Cost $123.27 Unrealized +64.2%
ADP Automatic Data Processing 0.7%
Value ($000) $40,360 Shares 145,847 Est. Cost $85.77 Unrealized +195.6%
PG Procter & Gamble 0.7%
Value ($000) $39,975 Shares 230,802 Est. Cost $83.18 Unrealized +97.4%
ZTS Zoetis Inc 0.6%
Value ($000) $38,439 Shares 196,740 Est. Cost $56.66 Unrealized +220.0%
GEHC GE Healthcare Technologies Inc 0.6%
Value ($000) $38,027 Shares 405,187 Est. Cost $82.08 Unrealized +2.0%
FWONK Liberty Media Corp Series C Fo 0.6%
Value ($000) $38,023 Shares 491,062 Est. Cost $77.43 Unrealized
AXP American Express 0.6%
Value ($000) $37,016 Shares 136,490 Est. Cost $75.69 Unrealized +223.9%
MDLZ Mondelez International 0.6%
Value ($000) $36,281 Shares 492,486 Est. Cost $33.95 Unrealized +97.9%
LOW Lowes 0.6%
Value ($000) $34,952 Shares 129,047 Est. Cost $60.37 Unrealized +291.2%
GOOG Alphabet Inc. Class C 0.6%
Value ($000) $33,389 Shares 199,707 Est. Cost $111.28 Unrealized +51.2%
CSCO Cisco Systems 0.5%
Value ($000) $30,997 Shares 582,440 Est. Cost $24.95 Unrealized +87.5%
AVGO Broadcom Inc. 0.5%
Value ($000) $28,995 Shares 168,086 Est. Cost $147.83 Unrealized +6.9%
CB Chubb Ltd 0.5%
Value ($000) $28,026 Shares 97,181 Est. Cost $139.80 Unrealized +93.7%
MKC McCormick 0.5%
Value ($000) $27,850 Shares 338,397 Est. Cost $59.68 Unrealized +25.8%
XOM Exxon Mobil 0.4%
Value ($000) $25,815 Shares 220,224 Est. Cost $70.70 Unrealized +55.6%
CARR Carrier Global Corp 0.4%
Value ($000) $24,653 Shares 306,283 Est. Cost $38.82 Unrealized +76.5%
NKE Nike Inc Class B 0.4%
Value ($000) $23,879 Shares 270,121 Est. Cost $57.61 Unrealized +31.9%
KO Coca Cola 0.4%
Value ($000) $23,604 Shares 328,479 Est. Cost $29.11 Unrealized +125.5%
META Meta Platforms Inc Class A 0.4%
Value ($000) $23,513 Shares 41,075 Est. Cost $217.21 Unrealized +135.8%
WSO Watsco Inc 0.4%
Value ($000) $23,004 Shares 46,768 Est. Cost $397.25 Unrealized +21.0%
TJX TJX Corp 0.4%
Value ($000) $22,201 Shares 188,881 Est. Cost $36.02 Unrealized +213.0%
RTX RTX Corporation 0.4%
Value ($000) $21,790 Shares 179,848 Est. Cost $69.92 Unrealized +58.9%
SYK Stryker 0.4%
Value ($000) $21,188 Shares 58,650 Est. Cost $164.11 Unrealized +107.5%
ENB Enbridge Inc 0.4%
Value ($000) $21,142 Shares 520,619 Est. Cost $24.53 Unrealized +44.8%
HON Honeywell International 0.3%
Value ($000) $20,758 Shares 100,421 Est. Cost $107.64 Unrealized +75.0%
ISRG Intuitive Surgical 0.3%
Value ($000) $20,235 Shares 41,189 Est. Cost $310.72 Unrealized +49.8%
HWM Howmet Aerospace 0.3%
Value ($000) $20,057 Shares 200,068 Est. Cost $33.70 Unrealized +166.9%
IBM International Business Machine 0.3%
Value ($000) $19,525 Shares 88,319 Est. Cost $123.99 Unrealized +52.4%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $19,246 Shares 33,366 Est. Cost $434.04 Unrealized
AZO AutoZone Inc 0.3%
Value ($000) $19,121 Shares 6,070 Est. Cost $2270.69 Unrealized +35.2%
GE GE Aerospace 0.3%
Value ($000) $19,032 Shares 100,921 Est. Cost $145.24 Unrealized +15.6%
O Realty Income Corp 0.3%
Value ($000) $18,587 Shares 293,074 Est. Cost $40.97 Unrealized +34.3%
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $18,430 Shares 49,098 Est. Cost $277.30 Unrealized
LLY Eli Lilly 0.3%
Value ($000) $18,271 Shares 20,623 Est. Cost $158.16 Unrealized +462.9%
VB Vanguard Small Cap ETF 0.3%
Value ($000) $17,839 Shares 75,202 Est. Cost $214.97 Unrealized
WMT Walmart 0.3%
Value ($000) $17,338 Shares 214,714 Est. Cost $53.13 Unrealized +36.4%
V Visa Incorporated 0.3%
Value ($000) $16,682 Shares 60,671 Est. Cost $146.51 Unrealized +82.7%
SBUX Starbucks 0.3%
Value ($000) $16,637 Shares 170,651 Est. Cost $47.26 Unrealized +75.3%
PWR Quanta Services 0.3%
Value ($000) $16,006 Shares 53,685 Est. Cost $235.98 Unrealized +11.8%
DHI D R Horton Inc 0.3%
Value ($000) $15,754 Shares 82,581 Est. Cost $66.24 Unrealized +161.4%
ECL Ecolab 0.3%
Value ($000) $15,594 Shares 61,075 Est. Cost $137.31 Unrealized +75.6%
TRU TransUnion 0.3%
Value ($000) $15,399 Shares 147,074 Est. Cost $77.56 Unrealized +15.4%
CRM Salesforce.com Inc 0.3%
Value ($000) $15,126 Shares 55,263 Est. Cost $222.93 Unrealized +13.9%
SSNC SS & C Technologies 0.2%
Value ($000) $14,853 Shares 200,151 Est. Cost $47.10 Unrealized +50.5%
LMT Lockheed Martin 0.2%
Value ($000) $14,846 Shares 25,397 Est. Cost $187.62 Unrealized +175.2%
TMUS T-Mobile US Inc 0.2%
Value ($000) $14,666 Shares 71,072 Est. Cost $121.86 Unrealized +53.8%
VEA Vanguard FTSE ETF Developed Ma 0.2%
Value ($000) $14,427 Shares 273,190 Est. Cost $42.24 Unrealized
IWR iShares Russell Midcap ETF 0.2%
Value ($000) $13,670 Shares 155,094 Est. Cost $79.66 Unrealized
MTD Mettler-Toledo International 0.2%
Value ($000) $13,575 Shares 9,052 Est. Cost $1154.12 Unrealized +21.6%
VLTO Veralto Corporation 0.2%
Value ($000) $13,121 Shares 117,303 Est. Cost $73.75 Unrealized +42.4%
TXN Texas Instruments 0.2%
Value ($000) $12,725 Shares 61,602 Est. Cost $132.29 Unrealized +45.9%
LECO Lincoln Electric 0.2%
Value ($000) $12,402 Shares 64,590 Est. Cost $176.11 Unrealized +8.9%
LIN Linde Plc 0.2%
Value ($000) $12,376 Shares 25,952 Est. Cost $363.54 Unrealized +23.2%
ACN Accenture Plc Class A F 0.2%
Value ($000) $12,161 Shares 34,405 Est. Cost $148.92 Unrealized +116.7%
IWB iShares Russell 1000 Index 0.2%
Value ($000) $11,946 Shares 37,997 Est. Cost $222.59 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.2%
Value ($000) $11,422 Shares 63,751 Est. Cost $153.69 Unrealized
CRWD CrowdStrike Holdings Inc Cl A 0.2%
Value ($000) $11,036 Shares 39,348 Est. Cost $236.68 Unrealized +20.0%
PH Parker-Hannifin 0.2%
Value ($000) $10,982 Shares 17,382 Est. Cost $305.97 Unrealized +83.1%
BAC Bank of America 0.2%
Value ($000) $10,717 Shares 270,085 Est. Cost $24.73 Unrealized +56.8%
BX Blackstone Inc 0.2%
Value ($000) $10,535 Shares 68,799 Est. Cost $62.90 Unrealized +112.5%
DIS Walt Disney 0.2%
Value ($000) $10,507 Shares 109,236 Est. Cost $101.06 Unrealized -10.4%
GDX VanEck Vectors Gold Miners ETF 0.2%
Value ($000) $10,320 Shares 259,171 Est. Cost $31.16 Unrealized
NVR NVR Inc 0.2%
Value ($000) $9,576 Shares 976 Est. Cost $4502.99 Unrealized +93.9%
NEE NextEra Energy 0.2%
Value ($000) $9,538 Shares 112,834 Est. Cost $63.31 Unrealized +18.2%
TRV The Travelers Companies Inc 0.2%
Value ($000) $9,125 Shares 38,975 Est. Cost $86.01 Unrealized +150.3%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $9,032 Shares 44,985 Est. Cost $133.07 Unrealized
WY Weyerhaeuser 0.2%
Value ($000) $9,031 Shares 266,723 Est. Cost $20.53 Unrealized +43.4%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $8,858 Shares 31,282 Est. Cost $194.92 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $8,754 Shares 17,935 Est. Cost $323.05 Unrealized
FNV Franco Nevada Corp 0.1%
Value ($000) $8,671 Shares 69,787 Est. Cost $144.08 Unrealized -14.9%
UBER Uber Technologies Inc 0.1%
Value ($000) $8,657 Shares 115,176 Est. Cost $63.81 Unrealized +10.3%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $8,608 Shares 43,460 Est. Cost $144.17 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $8,497 Shares 32,208 Est. Cost $164.31 Unrealized
CCI Crown Castle Inc 0.1%
Value ($000) $8,377 Shares 70,617 Est. Cost $74.32 Unrealized +37.2%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $8,229 Shares 27,639 Est. Cost $139.56 Unrealized +88.6%
PFE Pfizer 0.1%
Value ($000) $8,219 Shares 284,015 Est. Cost $20.93 Unrealized +27.5%
FTV Fortive Corp 0.1%
Value ($000) $8,061 Shares 102,132 Est. Cost $45.44 Unrealized +20.3%
KMI Kinder Morgan Inc 0.1%
Value ($000) $7,804 Shares 353,286 Est. Cost $13.31 Unrealized +49.2%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $7,771 Shares 14,727 Est. Cost $415.15 Unrealized
IVE iShares S&P 500 Value Index 0.1%
Value ($000) $7,722 Shares 39,166 Est. Cost $156.07 Unrealized
WAB Wabtec Corp 0.1%
Value ($000) $7,586 Shares 41,733 Est. Cost $67.36 Unrealized +141.9%
ETN Eaton Corp PLC 0.1%
Value ($000) $7,578 Shares 22,865 Est. Cost $260.28 Unrealized +15.7%
NI Nisource 0.1%
Value ($000) $7,325 Shares 211,400 Est. Cost $7.81 Unrealized +293.4%
CMCSA Comcast Cl A 0.1%
Value ($000) $7,287 Shares 174,449 Est. Cost $31.49 Unrealized +19.9%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $7,243 Shares 32,790 Est. Cost $188.56 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $7,083 Shares 59,486 Est. Cost $77.65 Unrealized
EOG EOG Resources 0.1%
Value ($000) $7,025 Shares 57,149 Est. Cost $116.65 Unrealized +3.2%
AJG Arthur J Gallagher 0.1%
Value ($000) $6,994 Shares 24,856 Est. Cost $64.97 Unrealized +328.8%
BK Bank of New York Mellon 0.1%
Value ($000) $6,851 Shares 95,333 Est. Cost $38.05 Unrealized +67.8%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $6,784 Shares 65,269 Est. Cost $57.81 Unrealized +60.9%
Ansys 0.1%
Value ($000) $6,739 Shares 21,150 Est. Cost $140.54 Unrealized
MMM 3M Company 0.1%
Value ($000) $6,608 Shares 48,336 Est. Cost $83.81 Unrealized +42.2%
XYL Xylem Inc 0.1%
Value ($000) $6,512 Shares 48,228 Est. Cost $102.28 Unrealized +28.7%
CI CIGNA Corp 0.1%
Value ($000) $6,508 Shares 18,787 Est. Cost $190.31 Unrealized +76.0%
QCOM Qualcomm 0.1%
Value ($000) $6,500 Shares 38,223 Est. Cost $108.57 Unrealized +57.6%
EPD Enterprise Products LP 0.1%
Value ($000) $6,409 Shares 220,167 Est. Cost $47.78 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $6,378 Shares 26,452 Est. Cost $221.22 Unrealized +2.9%
TRP TC Energy Corp 0.1%
Value ($000) $6,244 Shares 131,308 Est. Cost $40.31 Unrealized +2.5%
KVUE Kenvue Inc. 0.1%
Value ($000) $6,059 Shares 261,943 Est. Cost $18.65 Unrealized +5.3%
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $5,918 Shares 123,687 Est. Cost $43.84 Unrealized
NDAQ Nasdaq Inc 0.1%
Value ($000) $5,901 Shares 80,824 Est. Cost $56.56 Unrealized +18.5%
CL Colgate-Palmolive 0.1%
Value ($000) $5,640 Shares 54,334 Est. Cost $51.98 Unrealized +90.3%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $5,529 Shares 8 Est. Cost $207911.78 Unrealized +219.3%
DD DuPont De Nemours Inc 0.1%
Value ($000) $5,492 Shares 61,627 Est. Cost $31.27 Unrealized +5.5%
WM Waste Management 0.1%
Value ($000) $5,382 Shares 25,923 Est. Cost $97.69 Unrealized +109.1%
AMGN Amgen 0.1%
Value ($000) $5,219 Shares 16,199 Est. Cost $179.22 Unrealized +74.7%
ENTG Entegris Inc 0.1%
Value ($000) $5,039 Shares 44,780 Est. Cost $101.11 Unrealized +16.3%
NSC Norfolk Southern 0.1%
Value ($000) $4,939 Shares 19,875 Est. Cost $74.38 Unrealized +213.3%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $4,938 Shares 18,470 Est. Cost $143.00 Unrealized
TSM Taiwan Semiconductor Mft Co Lt 0.1%
Value ($000) $4,735 Shares 27,267 Est. Cost $115.90 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $4,733 Shares 18,975 Est. Cost $67.46 Unrealized +233.8%
OKE Oneok Inc 0.1%
Value ($000) $4,717 Shares 51,756 Est. Cost $58.35 Unrealized +39.7%
FAST Fastenal Company 0.1%
Value ($000) $4,673 Shares 65,435 Est. Cost $12.32 Unrealized +167.2%
TGT Target 0.1%
Value ($000) $4,399 Shares 28,226 Est. Cost $101.75 Unrealized +38.6%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $4,298 Shares 51,397 Est. Cost $73.13 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $3,829 Shares 67,788 Est. Cost $37.60 Unrealized +45.9%
CME CME Group Inc 0.1%
Value ($000) $3,803 Shares 17,235 Est. Cost $42.73 Unrealized +359.7%
GS Goldman Sachs 0.1%
Value ($000) $3,704 Shares 7,481 Est. Cost $325.21 Unrealized +46.1%
EMR Emerson Electric 0.1%
Value ($000) $3,689 Shares 33,725 Est. Cost $52.98 Unrealized +98.3%
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $3,644 Shares 58,468 Est. Cost $95.41 Unrealized
STT State Street 0.1%
Value ($000) $3,636 Shares 41,103 Est. Cost $52.11 Unrealized +51.1%
USB US Bancorp 0.1%
Value ($000) $3,626 Shares 79,282 Est. Cost $26.95 Unrealized +52.6%
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $3,456 Shares 56,574 Est. Cost $44.11 Unrealized +33.8%
ASML ASML Holding NV NY Registry Sh 0.1%
Value ($000) $3,454 Shares 4,145 Est. Cost $830.97 Unrealized
SYY Sysco 0.1%
Value ($000) $3,431 Shares 43,958 Est. Cost $63.07 Unrealized +14.3%
VRT Vertiv Holdings Co 0.1%
Value ($000) $3,429 Shares 34,469 Est. Cost $43.37 Unrealized +90.7%
TEL TE Connectivity Plc 0.1%
Value ($000) $3,415 Shares 22,618 Est. Cost $146.90 Unrealized 0.0%
NVS Novartis A G ADR 0.1%
Value ($000) $3,322 Shares 28,883 Est. Cost $75.47 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $3,252 Shares 9,513 Est. Cost $78.06 Unrealized +115.6%
IAU iShares Gold Trust 0.1%
Value ($000) $3,222 Shares 64,822 Est. Cost $35.53 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $3,210 Shares 38,282 Est. Cost $55.18 Unrealized +32.4%
KMB Kimberly-Clark 0.1%
Value ($000) $3,088 Shares 21,705 Est. Cost $88.69 Unrealized +51.3%
VMC Vulcan Materials 0.1%
Value ($000) $3,016 Shares 12,045 Est. Cost $181.60 Unrealized +35.4%
PM Philip Morris International 0.0%
Value ($000) $2,971 Shares 24,469 Est. Cost $60.38 Unrealized +81.9%
D Dominion Energy 0.0%
Value ($000) $2,749 Shares 47,569 Est. Cost $39.09 Unrealized +30.9%
ARMK Aramark 0.0%
Value ($000) $2,711 Shares 69,987 Est. Cost $26.60 Unrealized +30.3%
GIS General Mills 0.0%
Value ($000) $2,673 Shares 36,194 Est. Cost $34.27 Unrealized +91.5%
VGT Vanguard Information Techology 0.0%
Value ($000) $2,665 Shares 4,543 Est. Cost $119.23 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $2,601 Shares 57,384 Est. Cost $35.30 Unrealized
BAH Booz Allen Hamilton Holdings 0.0%
Value ($000) $2,549 Shares 15,664 Est. Cost $101.20 Unrealized +46.2%
RYAN Ryan Specialty Holdings Inc 0.0%
Value ($000) $2,540 Shares 38,254 Est. Cost $47.19 Unrealized +32.4%
AMP Ameriprise Financial 0.0%
Value ($000) $2,513 Shares 5,350 Est. Cost $210.32 Unrealized +102.8%
CR Crane Co 0.0%
Value ($000) $2,472 Shares 15,619 Est. Cost $109.16 Unrealized +37.0%
TPL Texas Pacific Land 0.0%
Value ($000) $2,430 Shares 2,747 Est. Cost $170.25 Unrealized +60.0%
AGI Alamos Gold Inc - Class A 0.0%
Value ($000) $2,391 Shares 119,897 Est. Cost $16.30 Unrealized +12.0%
VONV Vanguard Russell 1000 Value ET 0.0%
Value ($000) $2,319 Shares 27,831 Est. Cost $66.72 Unrealized
JCI Johnson Controls 0.0%
Value ($000) $2,314 Shares 29,820 Est. Cost $57.47 Unrealized +20.0%
CCJ Cameco Corporation 0.0%
Value ($000) $2,300 Shares 48,159 Est. Cost $42.44 Unrealized +2.3%
ITW Illinois Tool Works 0.0%
Value ($000) $2,291 Shares 8,740 Est. Cost $119.00 Unrealized +99.4%
IDXX IDEXX Labs 0.0%
Value ($000) $2,134 Shares 4,223 Est. Cost $461.55 Unrealized +5.3%
TSCO Tractor Supply Company 0.0%
Value ($000) $2,089 Shares 7,181 Est. Cost $18.38 Unrealized +185.7%
ROST Ross Stores 0.0%
Value ($000) $2,068 Shares 13,741 Est. Cost $62.81 Unrealized +131.4%
KKR KKR & Co Inc 0.0%
Value ($000) $2,066 Shares 15,822 Est. Cost $56.69 Unrealized +107.1%
VEU Vanguard FTSE All-World Ex-US 0.0%
Value ($000) $2,050 Shares 32,539 Est. Cost $59.45 Unrealized
WAT Waters Corp 0.0%
Value ($000) $2,043 Shares 5,675 Est. Cost $144.63 Unrealized +125.1%
CSX CSX 0.0%
Value ($000) $2,040 Shares 59,074 Est. Cost $32.27 Unrealized +2.9%
MDT Medtronic PLC 0.0%
Value ($000) $2,031 Shares 22,560 Est. Cost $88.68 Unrealized -8.8%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $2,006 Shares 1,908 Est. Cost $585.99 Unrealized +88.9%
GD General Dynamics 0.0%
Value ($000) $1,970 Shares 6,520 Est. Cost $169.46 Unrealized +69.1%
BlackRock Inc 0.0%
Value ($000) $1,967 Shares 2,072 Est. Cost $639.69 Unrealized
VZ Verizon 0.0%
Value ($000) $1,965 Shares 43,756 Est. Cost $32.26 Unrealized +19.0%
TT Trane Technologies 0.0%
Value ($000) $1,950 Shares 5,016 Est. Cost $159.01 Unrealized +115.8%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $1,946 Shares 37,615 Est. Cost $42.28 Unrealized +3.2%
ABNB Airbnb Inc 0.0%
Value ($000) $1,928 Shares 15,207 Est. Cost $152.70 Unrealized -15.1%
FANG Diamondback Energy Inc 0.0%
Value ($000) $1,899 Shares 11,015 Est. Cost $120.96 Unrealized +53.0%
ES Eversource Energy 0.0%
Value ($000) $1,864 Shares 27,387 Est. Cost $66.24 Unrealized -8.9%
EQT EQT Corp 0.0%
Value ($000) $1,861 Shares 50,800 Est. Cost $33.40 Unrealized 0.0%
OMC Omnicom 0.0%
Value ($000) $1,858 Shares 17,975 Est. Cost $51.97 Unrealized +75.8%
PNC PNC Financial 0.0%
Value ($000) $1,858 Shares 10,049 Est. Cost $130.73 Unrealized +28.1%
VRRM Verra Mobility Corp 0.0%
Value ($000) $1,836 Shares 66,015 Est. Cost $22.41 Unrealized +25.3%
DUK Duke Energy 0.0%
Value ($000) $1,819 Shares 15,779 Est. Cost $51.99 Unrealized +103.7%
TDY Teledyne Technologies 0.0%
Value ($000) $1,782 Shares 4,071 Est. Cost $368.46 Unrealized +12.5%
MS Morgan Stanley 0.0%
Value ($000) $1,776 Shares 17,042 Est. Cost $73.38 Unrealized +32.1%
PYPL PayPal Holdings 0.0%
Value ($000) $1,771 Shares 22,691 Est. Cost $133.89 Unrealized -50.2%
FCX Freeport McMoRan 0.0%
Value ($000) $1,758 Shares 35,216 Est. Cost $38.60 Unrealized +14.6%
HUBB Hubbell Inc 0.0%
Value ($000) $1,700 Shares 3,970 Est. Cost $178.41 Unrealized +111.6%
EFX Equifax 0.0%
Value ($000) $1,684 Shares 5,729 Est. Cost $239.71 Unrealized +16.5%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,678 Shares 7,433 Est. Cost $111.97 Unrealized
FTI TechnipFMC PLC 0.0%
Value ($000) $1,670 Shares 63,679 Est. Cost $26.26 Unrealized 0.0%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $1,664 Shares 10,084 Est. Cost $169.04 Unrealized -10.0%
AFL AFLAC 0.0%
Value ($000) $1,662 Shares 14,869 Est. Cost $41.89 Unrealized +135.7%
EWBC East West Bancorp 0.0%
Value ($000) $1,662 Shares 20,084 Est. Cost $61.26 Unrealized +25.7%
DOW Dow Inc 0.0%
Value ($000) $1,626 Shares 29,766 Est. Cost $35.88 Unrealized +33.6%
MO Altria Group Inc 0.0%
Value ($000) $1,613 Shares 31,610 Est. Cost $33.20 Unrealized +37.1%
CHD Church & Dwight 0.0%
Value ($000) $1,607 Shares 15,347 Est. Cost $53.17 Unrealized +89.8%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,607 Shares 16,781 Est. Cost $79.29 Unrealized
ASO Academy Sport and Outdoors Inc 0.0%
Value ($000) $1,599 Shares 27,400 Est. Cost $48.07 Unrealized +12.0%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,591 Shares 6,840 Est. Cost $132.95 Unrealized +58.6%
VMI Valmont Industries Inc 0.0%
Value ($000) $1,577 Shares 5,440 Est. Cost $243.81 Unrealized +14.9%
LH Labcorp Holdings Inc 0.0%
Value ($000) $1,563 Shares 6,993 Est. Cost $216.29 Unrealized 0.0%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,552 Shares 10,662 Est. Cost $137.35 Unrealized
iShares MSCI India ETF 0.0%
Value ($000) $1,551 Shares 26,505 Est. Cost $52.82 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $1,551 Shares 6,520 Est. Cost $182.19 Unrealized +23.3%
CVS CVS Health Corp 0.0%
Value ($000) $1,523 Shares 24,226 Est. Cost $68.66 Unrealized -19.6%
MTB M&T Bank 0.0%
Value ($000) $1,498 Shares 8,408 Est. Cost $152.08 Unrealized +4.6%
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $1,485 Shares 32,371 Est. Cost $48.47 Unrealized
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $1,482 Shares 31,362 Est. Cost $57.43 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $1,474 Shares 5,386 Est. Cost $229.35 Unrealized +22.6%
UPS United Parcel Service Class B 0.0%
Value ($000) $1,472 Shares 10,800 Est. Cost $141.47 Unrealized -14.8%
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $1,463 Shares 3,457 Est. Cost $357.60 Unrealized
JBHT Hunt JB Transport Services 0.0%
Value ($000) $1,454 Shares 8,436 Est. Cost $183.30 Unrealized -9.7%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $1,412 Shares 7,438 Est. Cost $154.62 Unrealized
Altair Engineering 0.0%
Value ($000) $1,398 Shares 14,636 Est. Cost $45.15 Unrealized
LNTH Lantheus Holdings Inc 0.0%
Value ($000) $1,372 Shares 12,501 Est. Cost $103.88 Unrealized 0.0%
GWW Grainger W W 0.0%
Value ($000) $1,365 Shares 1,314 Est. Cost $237.65 Unrealized +302.6%
TSLA Tesla Inc 0.0%
Value ($000) $1,350 Shares 5,162 Est. Cost $225.61 Unrealized +1.1%
BKNG Booking Holdings Inc 0.0%
Value ($000) $1,339 Shares 318 Est. Cost $2470.80 Unrealized +53.6%
SNPS Synopsys Inc 0.0%
Value ($000) $1,328 Shares 2,622 Est. Cost $476.03 Unrealized +12.7%
FSV FirstService Corp 0.0%
Value ($000) $1,322 Shares 7,244 Est. Cost $122.69 Unrealized +38.8%
HSY Hershey Co 0.0%
Value ($000) $1,321 Shares 6,887 Est. Cost $200.54 Unrealized -7.2%
PAYX Paychex 0.0%
Value ($000) $1,311 Shares 9,770 Est. Cost $40.69 Unrealized +199.6%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $1,301 Shares 19,170 Est. Cost $53.20 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $1,277 Shares 8,582 Est. Cost $153.07 Unrealized -6.3%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $1,274 Shares 10,864 Est. Cost $103.16 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $1,244 Shares 4,877 Est. Cost $162.37 Unrealized +18.0%
YUM Yum Brands Inc 0.0%
Value ($000) $1,206 Shares 8,631 Est. Cost $87.77 Unrealized +47.4%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1,205 Shares 7,342 Est. Cost $130.51 Unrealized +16.4%
SPOT Spotify Technology 0.0%
Value ($000) $1,203 Shares 3,264 Est. Cost $174.62 Unrealized +90.4%
RSG Republic Services 0.0%
Value ($000) $1,195 Shares 5,948 Est. Cost $120.30 Unrealized +64.6%
ORLY O'Reilly Automotive 0.0%
Value ($000) $1,179 Shares 1,024 Est. Cost $38.22 Unrealized +92.2%
PGR Progressive 0.0%
Value ($000) $1,170 Shares 4,610 Est. Cost $84.08 Unrealized +154.7%
MDY SPDR S&P 400 ETF Trust 0.0%
Value ($000) $1,167 Shares 2,048 Est. Cost $454.06 Unrealized
H Hyatt Hotels Corp Cl A 0.0%
Value ($000) $1,145 Shares 7,520 Est. Cost $143.32 Unrealized +2.4%
AXGN Axogen Inc 0.0%
Value ($000) $1,138 Shares 81,164 Est. Cost $11.06 Unrealized 0.0%
GLW Corning 0.0%
Value ($000) $1,128 Shares 24,976 Est. Cost $29.30 Unrealized +39.5%
NFLX Netflix 0.0%
Value ($000) $1,111 Shares 1,567 Est. Cost $44.45 Unrealized +50.5%
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $1,109 Shares 8,389 Est. Cost $120.18 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $1,095 Shares 7,489 Est. Cost $44.85 Unrealized +206.0%
NDSN Nordson Corp 0.0%
Value ($000) $1,083 Shares 4,124 Est. Cost $222.43 Unrealized +7.7%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $1,080 Shares 7,974 Est. Cost $91.76 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $1,074 Shares 1,201 Est. Cost $159.61 Unrealized +3.0%
PHM Pultegroup Inc. 0.0%
Value ($000) $1,063 Shares 7,405 Est. Cost $40.52 Unrealized +210.3%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $1,055 Shares 9,689 Est. Cost $83.40 Unrealized +22.5%
Viper Energy Inc 0.0%
Value ($000) $1,054 Shares 23,369 Est. Cost $31.38 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1,048 Shares 9,513 Est. Cost $91.45 Unrealized -1.2%
AVY Avery Dennison 0.0%
Value ($000) $1,041 Shares 4,717 Est. Cost $190.32 Unrealized +10.3%
CHKP Check Point Software 0.0%
Value ($000) $1,003 Shares 5,201 Est. Cost $75.75 Unrealized +141.7%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $996 Shares 11,342 Est. Cost $76.89 Unrealized
PSX Phillips 66 0.0%
Value ($000) $993 Shares 7,551 Est. Cost $71.35 Unrealized +80.0%
ODFL Old Dominion Freight 0.0%
Value ($000) $983 Shares 4,949 Est. Cost $187.04 Unrealized +3.0%
EW Edwards Lifesciences 0.0%
Value ($000) $980 Shares 14,844 Est. Cost $102.86 Unrealized -29.4%
MORN Morningstar Inc 0.0%
Value ($000) $964 Shares 3,021 Est. Cost $68.45 Unrealized +354.0%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $956 Shares 5,868 Est. Cost $71.63 Unrealized +128.9%
FROG JFrog Ltd 0.0%
Value ($000) $956 Shares 32,912 Est. Cost $31.41 Unrealized 0.0%
BAX Baxter International 0.0%
Value ($000) $943 Shares 24,837 Est. Cost $53.56 Unrealized -33.3%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $933 Shares 5,870 Est. Cost $137.06 Unrealized +3.9%
CMI Cummins Inc 0.0%
Value ($000) $929 Shares 2,869 Est. Cost $212.90 Unrealized +35.3%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $922 Shares 11,813 Est. Cost $67.07 Unrealized
EWJ ishares MSCI Japanese Index Fu 0.0%
Value ($000) $913 Shares 12,765 Est. Cost $71.09 Unrealized
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $913 Shares 4,556 Est. Cost $180.82 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $904 Shares 6,365 Est. Cost $127.30 Unrealized
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $903 Shares 7,717 Est. Cost $107.94 Unrealized
PCH Potlatch Corporation 0.0%
Value ($000) $896 Shares 19,878 Est. Cost $40.67 Unrealized
INTC Intel 0.0%
Value ($000) $884 Shares 37,687 Est. Cost $34.63 Unrealized -28.1%
TRI Thomson Reuters Corporation 0.0%
Value ($000) $884 Shares 5,179 Est. Cost $122.38 Unrealized +32.2%
PRVA Privia Health Group 0.0%
Value ($000) $873 Shares 47,926 Est. Cost $20.50 Unrealized -6.9%
ADSK Autodesk 0.0%
Value ($000) $862 Shares 3,128 Est. Cost $203.24 Unrealized +23.9%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $858 Shares 6,350 Est. Cost $122.93 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $851 Shares 3,175 Est. Cost $174.09 Unrealized +54.1%
TECH Bio-Techne Corp 0.0%
Value ($000) $850 Shares 10,639 Est. Cost $67.08 Unrealized +11.2%
TPR Tapestry Inc 0.0%
Value ($000) $846 Shares 18,000 Est. Cost $32.95 Unrealized +21.8%
MAR Marriott International 0.0%
Value ($000) $841 Shares 3,381 Est. Cost $159.78 Unrealized +43.8%
SO Southern Co 0.0%
Value ($000) $838 Shares 9,290 Est. Cost $50.27 Unrealized +62.4%
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $837 Shares 8,723 Est. Cost $132.43 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $835 Shares 1,796 Est. Cost $242.87 Unrealized +97.8%
KEY KeyCorp 0.0%
Value ($000) $834 Shares 49,780 Est. Cost $14.27 Unrealized +4.2%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $832 Shares 5,107 Est. Cost $85.55 Unrealized +74.3%
Barrick Gold Corp 0.0%
Value ($000) $830 Shares 41,741 Est. Cost $21.00 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $822 Shares 6,715 Est. Cost $57.80 Unrealized +98.1%
MTRN Materion Corp 0.0%
Value ($000) $783 Shares 7,000 Est. Cost $114.94 Unrealized -3.2%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $778 Shares 5,131 Est. Cost $110.73 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $777 Shares 1,397 Est. Cost $440.25 Unrealized +23.7%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $759 Shares 7,465 Est. Cost $80.20 Unrealized
XLV Select Sector S&P Health Care 0.0%
Value ($000) $755 Shares 4,902 Est. Cost $132.84 Unrealized
EMN Eastman Chemical 0.0%
Value ($000) $734 Shares 6,557 Est. Cost $95.42 Unrealized -1.3%
DOV Dover Corp 0.0%
Value ($000) $727 Shares 3,791 Est. Cost $134.43 Unrealized +33.5%
PEG Public Service Enterprise 0.0%
Value ($000) $725 Shares 8,122 Est. Cost $42.59 Unrealized +79.3%
EFAX MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $719 Shares 16,440 Est. Cost $52.53 Unrealized
HEI Heico Corp 0.0%
Value ($000) $716 Shares 2,738 Est. Cost $140.20 Unrealized +72.6%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $716 Shares 35,122 Est. Cost $15.09 Unrealized
ICE IntercontinentalExchange Group 0.0%
Value ($000) $711 Shares 4,424 Est. Cost $127.23 Unrealized +19.2%
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $697 Shares 4,999 Est. Cost $121.89 Unrealized
PPG PPG Industries 0.0%
Value ($000) $693 Shares 5,233 Est. Cost $127.06 Unrealized -4.0%
SLB SLB 0.0%
Value ($000) $685 Shares 16,330 Est. Cost $40.95 Unrealized +4.2%
HSIC Henry Schein 0.0%
Value ($000) $682 Shares 9,356 Est. Cost $55.41 Unrealized +25.1%
T AT & T 0.0%
Value ($000) $682 Shares 30,995 Est. Cost $14.93 Unrealized +25.8%
SHEL Shell Plc ADR 0.0%
Value ($000) $679 Shares 10,296 Est. Cost $55.22 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $672 Shares 6,228 Est. Cost $104.43 Unrealized +3.0%
IWO iShares TR Russell 2000 Growth 0.0%
Value ($000) $654 Shares 2,304 Est. Cost $243.92 Unrealized
AMLP Alerian MLP 0.0%
Value ($000) $640 Shares 13,569 Est. Cost $20.29 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $636 Shares 2,958 Est. Cost $148.79 Unrealized +37.4%
TM Toyota Motor 0.0%
Value ($000) $635 Shares 3,557 Est. Cost $175.98 Unrealized
IP International Paper 0.0%
Value ($000) $617 Shares 12,633 Est. Cost $30.60 Unrealized +44.4%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $616 Shares 6,322 Est. Cost $82.35 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $614 Shares 1,054 Est. Cost $483.76 Unrealized +10.2%
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $603 Shares 4,878 Est. Cost $110.59 Unrealized
HUM Humana 0.0%
Value ($000) $601 Shares 1,897 Est. Cost $339.87 Unrealized +2.7%
DEO Diageo Plc ADR 0.0%
Value ($000) $596 Shares 4,248 Est. Cost $165.08 Unrealized
HPQ HP Inc 0.0%
Value ($000) $595 Shares 16,592 Est. Cost $10.49 Unrealized +216.8%
FICO Fair Isaac Corp 0.0%
Value ($000) $585 Shares 301 Est. Cost $827.89 Unrealized +106.7%
WEC WEC Energy Group Inc 0.0%
Value ($000) $582 Shares 6,047 Est. Cost $54.79 Unrealized +54.4%
TDG Transdigm Group Inc 0.0%
Value ($000) $571 Shares 400 Est. Cost $1143.82 Unrealized +0.7%
CTVA Corteva Inc 0.0%
Value ($000) $566 Shares 9,620 Est. Cost $29.26 Unrealized +83.9%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $565 Shares 5,052 Est. Cost $63.44 Unrealized +65.1%
EBAY Ebay 0.0%
Value ($000) $560 Shares 8,602 Est. Cost $53.67 Unrealized +4.9%
SCHF Schwab International Equity ET 0.0%
Value ($000) $558 Shares 13,559 Est. Cost $38.42 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $553 Shares 9,747 Est. Cost $36.21 Unrealized +48.8%
NBTB N B T Bankcorp Inc 0.0%
Value ($000) $547 Shares 12,364 Est. Cost $36.14 Unrealized +24.9%
MCHP Microchip Technology 0.0%
Value ($000) $539 Shares 6,714 Est. Cost $51.57 Unrealized +53.6%
CTRA Coterra Energy Inc 0.0%
Value ($000) $536 Shares 22,369 Est. Cost $23.79 Unrealized -1.1%
VYM Vanguard High Dvd Yield ETF 0.0%
Value ($000) $532 Shares 4,153 Est. Cost $128.21 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $528 Shares 8,142 Est. Cost $57.16 Unrealized +12.9%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $515 Shares 6,612 Est. Cost $70.37 Unrealized
LAM Research Corp 0.0%
Value ($000) $512 Shares 628 Est. Cost $971.27 Unrealized
XEL XCEL Energy 0.0%
Value ($000) $510 Shares 7,815 Est. Cost $41.09 Unrealized +37.7%
SOLV Solventum Corporation 0.0%
Value ($000) $510 Shares 7,313 Est. Cost $60.70 Unrealized -0.9%
MCO Moody's Corp 0.0%
Value ($000) $509 Shares 1,073 Est. Cost $341.41 Unrealized +34.4%
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $491 Shares 1,263 Est. Cost $383.25 Unrealized -2.1%
GGG Graco Inc 0.0%
Value ($000) $480 Shares 5,488 Est. Cost $68.40 Unrealized +17.5%
EQIX Equinix Inc 0.0%
Value ($000) $470 Shares 530 Est. Cost $566.89 Unrealized +40.2%
ALL Allstate 0.0%
Value ($000) $463 Shares 2,439 Est. Cost $114.78 Unrealized +50.6%
NUE Nucor 0.0%
Value ($000) $462 Shares 3,073 Est. Cost $128.65 Unrealized +14.1%
IR Ingersoll Rand Inc 0.0%
Value ($000) $461 Shares 4,697 Est. Cost $50.03 Unrealized +85.5%
WMB Williams Cos 0.0%
Value ($000) $459 Shares 10,046 Est. Cost $27.94 Unrealized +49.5%
J Jacobs Solutions Inc 0.0%
Value ($000) $456 Shares 3,484 Est. Cost $100.68 Unrealized +18.2%
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $451 Shares 4,728 Est. Cost $70.79 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $448 Shares 1,168 Est. Cost $310.50 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $446 Shares 2,638 Est. Cost $100.39 Unrealized +47.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $443 Shares 2,539 Est. Cost $141.07 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $439 Shares 8,509 Est. Cost $59.12 Unrealized -6.3%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $433 Shares 3,600 Est. Cost $96.49 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $430 Shares 3,555 Est. Cost $90.34 Unrealized +22.4%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $421 Shares 4,134 Est. Cost $113.16 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $420 Shares 4,660 Est. Cost $44.61 Unrealized +88.3%
GPC Genuine Parts 0.0%
Value ($000) $416 Shares 2,978 Est. Cost $117.47 Unrealized +13.0%
Chewy Inc. Class A 0.0%
Value ($000) $405 Shares 13,833 Est. Cost $27.36 Unrealized
EME Emcorp Group Inc 0.0%
Value ($000) $405 Shares 940 Est. Cost $208.84 Unrealized +80.3%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $402 Shares 4,697 Est. Cost $77.75 Unrealized +4.7%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $401 Shares 4,832 Est. Cost $76.49 Unrealized
CLH Clean Harbors 0.0%
Value ($000) $400 Shares 1,653 Est. Cost $107.08 Unrealized +119.5%
RPM RPM International Inc 0.0%
Value ($000) $399 Shares 3,302 Est. Cost $53.54 Unrealized +116.2%
SCHC Schwab International Small Cap 0.0%
Value ($000) $394 Shares 10,215 Est. Cost $35.58 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $389 Shares 2,909 Est. Cost $133.60 Unrealized
SJM Smucker 0.0%
Value ($000) $388 Shares 3,205 Est. Cost $80.21 Unrealized +39.1%
Unilever Plc Sponsored ADR 0.0%
Value ($000) $384 Shares 5,910 Est. Cost $57.69 Unrealized
GEN Gen Digital Inc 0.0%
Value ($000) $383 Shares 13,972 Est. Cost $25.05 Unrealized 0.0%
BN Brookfield Corporation 0.0%
Value ($000) $381 Shares 7,165 Est. Cost $31.29 Unrealized 0.0%
FOUR Shift4 Payments Inc Cl A 0.0%
Value ($000) $366 Shares 4,129 Est. Cost $75.78 Unrealized 0.0%
IGV iShares North America Tech 0.0%
Value ($000) $365 Shares 4,085 Est. Cost $101.63 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $364 Shares 4,721 Est. Cost $56.16 Unrealized +29.7%
A Agilent Technologies 0.0%
Value ($000) $363 Shares 2,447 Est. Cost $117.22 Unrealized +15.7%
APO Apollo Global Management A 0.0%
Value ($000) $363 Shares 2,903 Est. Cost $56.25 Unrealized +101.4%
AON Aon Plc Class A Ordinary Share 0.0%
Value ($000) $362 Shares 1,047 Est. Cost $324.38 Unrealized 0.0%
TOST Toast Inc Cl A 0.0%
Value ($000) $349 Shares 12,341 Est. Cost $19.72 Unrealized +28.5%
VVV Valvoline Inc 0.0%
Value ($000) $348 Shares 8,306 Est. Cost $31.10 Unrealized +36.6%
CHTR Charter Communications 0.0%
Value ($000) $344 Shares 1,063 Est. Cost $435.60 Unrealized -22.8%
DELL Dell Technologies - C 0.0%
Value ($000) $335 Shares 2,828 Est. Cost $68.63 Unrealized +66.0%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $334 Shares 2,983 Est. Cost $37.65 Unrealized +162.7%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $330 Shares 16,105 Est. Cost $7.57 Unrealized +142.9%
WBS Webster Financial 0.0%
Value ($000) $329 Shares 7,060 Est. Cost $43.21 Unrealized +6.2%
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $329 Shares 3,347 Est. Cost $87.55 Unrealized
ONON On Holding AG Cl A 0.0%
Value ($000) $326 Shares 6,497 Est. Cost $30.96 Unrealized +38.6%
LUNA Luna Innovations Inc. 0.0%
Value ($000) $317 Shares 134,955 Est. Cost $6.59 Unrealized -61.2%
ELV Elevance Health Inc 0.0%
Value ($000) $313 Shares 601 Est. Cost $226.84 Unrealized +129.6%
COR Cencora Inc 0.0%
Value ($000) $309 Shares 1,372 Est. Cost $226.47 Unrealized +1.4%
CE Celanese Corporation 0.0%
Value ($000) $305 Shares 2,245 Est. Cost $130.20 Unrealized 0.0%
CCOI Cogent Communications Group 0.0%
Value ($000) $300 Shares 3,947 Est. Cost $36.41 Unrealized +73.8%
CDNS Cadence Design System 0.0%
Value ($000) $298 Shares 1,100 Est. Cost $276.46 Unrealized 0.0%
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $297 Shares 15,695 Est. Cost $23.38 Unrealized
XYZ Block Inc 0.0%
Value ($000) $293 Shares 4,362 Est. Cost $147.55 Unrealized -56.2%
OEF iShares Tr S&P 100 Index 0.0%
Value ($000) $288 Shares 1,039 Est. Cost $187.04 Unrealized
ICLR ICON Plc 0.0%
Value ($000) $287 Shares 1,000 Est. Cost $222.32 Unrealized +41.8%
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $286 Shares 2,656 Est. Cost $90.06 Unrealized
CASY Caseys General Stores 0.0%
Value ($000) $286 Shares 760 Est. Cost $333.23 Unrealized +11.4%
ENPH Enphase Energy Inc 0.0%
Value ($000) $285 Shares 2,519 Est. Cost $111.73 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $285 Shares 633 Est. Cost $322.57 Unrealized +27.3%
FDS Factset Resh Systems Inc 0.0%
Value ($000) $284 Shares 618 Est. Cost $417.35 Unrealized +0.2%
MET Metlife Inc 0.0%
Value ($000) $281 Shares 3,404 Est. Cost $59.21 Unrealized +21.4%
ALGN Align Technology Inc 0.0%
Value ($000) $279 Shares 1,097 Est. Cost $159.27 Unrealized +48.1%
EA Electronic Arts 0.0%
Value ($000) $277 Shares 1,934 Est. Cost $97.16 Unrealized +48.2%
MANH Manhattan Associates 0.0%
Value ($000) $277 Shares 983 Est. Cost $226.75 Unrealized +12.2%
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $276 Shares 7,040 Est. Cost $55.32 Unrealized
CHE Chemed Corp 0.0%
Value ($000) $273 Shares 455 Est. Cost $568.90 Unrealized -0.9%
Kellanova 0.0%
Value ($000) $273 Shares 3,379 Est. Cost $46.84 Unrealized +46.0%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $273 Shares 4,564 Est. Cost $50.84 Unrealized +13.8%
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $272 Shares 1,455 Est. Cost $137.84 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $267 Shares 3,071 Est. Cost $78.98 Unrealized +9.2%
PLD Prologis Inc 0.0%
Value ($000) $263 Shares 2,084 Est. Cost $112.09 Unrealized +5.3%
DGRO iShares Core Dividend Growth 0.0%
Value ($000) $263 Shares 4,192 Est. Cost $58.47 Unrealized
TXT Textron 0.0%
Value ($000) $260 Shares 2,936 Est. Cost $77.37 Unrealized +13.9%
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $255 Shares 1,523 Est. Cost $155.33 Unrealized
LNC Lincoln National 0.0%
Value ($000) $252 Shares 8,010 Est. Cost $18.69 Unrealized +54.2%
AEP American Electric Power 0.0%
Value ($000) $242 Shares 2,358 Est. Cost $82.84 Unrealized +12.3%
DGX Quest Diagnostics 0.0%
Value ($000) $240 Shares 1,548 Est. Cost $62.67 Unrealized +132.6%
ED Consolidated Edison 0.0%
Value ($000) $236 Shares 2,268 Est. Cost $81.91 Unrealized +15.3%
PNR Pentair Plc 0.0%
Value ($000) $232 Shares 2,375 Est. Cost $84.45 Unrealized 0.0%
CLX Clorox 0.0%
Value ($000) $231 Shares 1,416 Est. Cost $141.19 Unrealized 0.0%
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $230 Shares 2,741 Est. Cost $62.74 Unrealized +22.1%
WES Western Midstream Partners LP 0.0%
Value ($000) $229 Shares 5,993 Est. Cost $39.57 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $227 Shares 846 Est. Cost $269.22 Unrealized -3.6%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $227 Shares 1,666 Est. Cost $125.08 Unrealized 0.0%
Aptiv Plc 0.0%
Value ($000) $223 Shares 3,099 Est. Cost $89.30 Unrealized
SHAK Shake Shack Inc 0.0%
Value ($000) $222 Shares 2,153 Est. Cost $87.53 Unrealized +10.1%
IJK iShares S&P Midcap 400 Growth 0.0%
Value ($000) $221 Shares 2,408 Est. Cost $71.77 Unrealized
GSK GSK Plc 0.0%
Value ($000) $218 Shares 5,322 Est. Cost $35.20 Unrealized
CATH Global X S&P 500 Catholic Valu 0.0%
Value ($000) $217 Shares 3,132 Est. Cost $69.39 Unrealized
BA Boeing 0.0%
Value ($000) $209 Shares 1,373 Est. Cost $222.85 Unrealized -23.1%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $209 Shares 792 Est. Cost $263.29 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $208 Shares 12,990 Est. Cost $14.28 Unrealized
CMS CMS Energy 0.0%
Value ($000) $208 Shares 2,950 Est. Cost $63.02 Unrealized 0.0%
DAL Delta Airlines 0.0%
Value ($000) $204 Shares 4,024 Est. Cost $42.88 Unrealized 0.0%
EQWL Invesco S&P 100 Equal Weight 0.0%
Value ($000) $204 Shares 1,996 Est. Cost $102.32 Unrealized
Lexington Realty Trust 0.0%
Value ($000) $184 Shares 18,350 Est. Cost $10.12 Unrealized
CLVT Clarivate Plc 0.0%
Value ($000) $80 Shares 11,315 Est. Cost $6.38 Unrealized 0.0%
CTSO CytoSorbents Corp 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $8.14 Unrealized -86.5%