BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $5,844,612 (100.0% shares, 0.0% debt)

Holdings (455)

MSFT Microsoft 4.9%
Value ($000) $286,354 Shares 762,816 Est. Cost $49.96 Unrealized +710.8%
AAPL Apple Inc 4.3%
Value ($000) $249,821 Shares 1,124,660 Est. Cost $88.97 Unrealized +159.4%
JPM J P Morgan Chase 4.2%
Value ($000) $245,415 Shares 1,000,468 Est. Cost $58.74 Unrealized +327.1%
GOOGL Alphabet Inc. Class A 2.8%
Value ($000) $165,917 Shares 1,072,924 Est. Cost $107.79 Unrealized +67.6%
AMZN Amazon.com 2.7%
Value ($000) $159,621 Shares 838,965 Est. Cost $135.41 Unrealized +60.3%
BRK/B Berkshire Hathaway Cl B 2.5%
Value ($000) $147,590 Shares 277,122 Est. Cost $175.59 Unrealized +176.9%
MRSH Marsh & McLennan 2.3%
Value ($000) $131,627 Shares 539,387 Est. Cost $52.81 Unrealized +322.9%
COST Costco 2.2%
Value ($000) $126,143 Shares 133,375 Est. Cost $469.28 Unrealized +106.8%
AEM Agnico Eagle Mines 2.2%
Value ($000) $125,990 Shares 1,162,160 Est. Cost $49.53 Unrealized +91.0%
TMO Thermo Fisher Scientific 2.1%
Value ($000) $121,111 Shares 243,390 Est. Cost $237.58 Unrealized +127.2%
DHR Danaher 2.0%
Value ($000) $119,070 Shares 580,827 Est. Cost $85.75 Unrealized +153.0%
FISV Fiserv Inc 2.0%
Value ($000) $119,069 Shares 539,189 Est. Cost $124.76 Unrealized +75.5%
ABT Abbott Labs 1.8%
Value ($000) $103,156 Shares 777,653 Est. Cost $77.31 Unrealized +62.3%
SPY SPDR S&P 500 ETF Index 1.6%
Value ($000) $96,283 Shares 172,122 Est. Cost $410.44 Unrealized
GLD SPDR Gold Shares 1.6%
Value ($000) $94,340 Shares 327,412 Est. Cost $154.49 Unrealized
UNH United Health Group 1.4%
Value ($000) $84,471 Shares 161,281 Est. Cost $340.85 Unrealized +46.5%
SHW Sherwin-Williams 1.4%
Value ($000) $82,665 Shares 236,734 Est. Cost $235.39 Unrealized +47.9%
DE Deere 1.3%
Value ($000) $78,628 Shares 167,526 Est. Cost $147.90 Unrealized +212.0%
HD Home Depot 1.3%
Value ($000) $77,199 Shares 210,645 Est. Cost $115.83 Unrealized +228.7%
PEP Pepsico 1.3%
Value ($000) $77,075 Shares 514,038 Est. Cost $79.95 Unrealized +79.5%
UNP Union Pacific 1.3%
Value ($000) $76,405 Shares 323,423 Est. Cost $146.64 Unrealized +60.7%
FWONK Liberty Media Corp Series C Fo 1.3%
Value ($000) $74,028 Shares 822,445 Est. Cost $83.16 Unrealized
MA Mastercard Inc Cl A 1.3%
Value ($000) $73,178 Shares 133,507 Est. Cost $108.01 Unrealized +401.8%
APH Amphenol 1.2%
Value ($000) $68,007 Shares 1,036,844 Est. Cost $43.49 Unrealized +55.7%
ADI Analog Devices Inc 1.2%
Value ($000) $67,700 Shares 335,699 Est. Cost $171.20 Unrealized +24.4%
COP Conoco Phillips 1.1%
Value ($000) $66,924 Shares 637,247 Est. Cost $50.48 Unrealized +91.7%
JNJ Johnson & Johnson 1.1%
Value ($000) $62,078 Shares 374,327 Est. Cost $84.66 Unrealized +80.1%
INTU Intuit 1.1%
Value ($000) $61,630 Shares 100,376 Est. Cost $414.88 Unrealized +44.0%
NVDA Nvidia Corp 1.1%
Value ($000) $61,614 Shares 568,504 Est. Cost $95.32 Unrealized +32.9%
ICE IntercontinentalExchange Group 1.0%
Value ($000) $57,934 Shares 335,851 Est. Cost $156.43 Unrealized +3.6%
BSX Boston Scientific 1.0%
Value ($000) $56,805 Shares 563,094 Est. Cost $43.57 Unrealized +131.1%
ADBE Adobe Inc 1.0%
Value ($000) $55,800 Shares 145,489 Est. Cost $228.63 Unrealized +87.6%
CVX Chevron Corp 0.9%
Value ($000) $54,893 Shares 328,134 Est. Cost $98.75 Unrealized +52.4%
MCD McDonalds 0.9%
Value ($000) $53,564 Shares 171,477 Est. Cost $99.77 Unrealized +193.6%
ABBV Abbvie Inc 0.8%
Value ($000) $48,668 Shares 232,284 Est. Cost $58.31 Unrealized +224.8%
NOC Northrop Grumman 0.8%
Value ($000) $48,252 Shares 94,240 Est. Cost $331.80 Unrealized +41.7%
WWD Woodward Inc 0.8%
Value ($000) $47,760 Shares 261,713 Est. Cost $177.41 Unrealized +3.7%
ADP Automatic Data Processing 0.8%
Value ($000) $44,817 Shares 146,687 Est. Cost $85.77 Unrealized +244.4%
RBC RBC Bearings Inc 0.8%
Value ($000) $44,463 Shares 138,181 Est. Cost $236.17 Unrealized +42.8%
IDXX IDEXX Labs 0.7%
Value ($000) $43,611 Shares 103,849 Est. Cost $438.92 Unrealized -1.1%
BALL Ball Corp 0.7%
Value ($000) $42,158 Shares 809,638 Est. Cost $51.75 Unrealized 0.0%
AXP American Express 0.7%
Value ($000) $38,018 Shares 141,305 Est. Cost $82.88 Unrealized +252.9%
PG Procter & Gamble 0.6%
Value ($000) $37,123 Shares 217,830 Est. Cost $83.18 Unrealized +97.1%
CAT Caterpillar 0.6%
Value ($000) $36,155 Shares 109,627 Est. Cost $89.89 Unrealized +291.5%
ORCL Oracle 0.6%
Value ($000) $35,531 Shares 254,137 Est. Cost $75.71 Unrealized +113.4%
CSCO Cisco Systems 0.6%
Value ($000) $34,370 Shares 556,962 Est. Cost $24.95 Unrealized +140.9%
ZTS Zoetis Inc 0.6%
Value ($000) $34,104 Shares 207,131 Est. Cost $67.65 Unrealized +143.2%
TSM Taiwan Semiconductor Mft Co Lt 0.5%
Value ($000) $30,527 Shares 183,896 Est. Cost $159.17 Unrealized
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $30,501 Shares 195,232 Est. Cost $112.01 Unrealized +62.9%
MRK Merck 0.5%
Value ($000) $28,801 Shares 320,867 Est. Cost $36.40 Unrealized +147.6%
LOW Lowes 0.5%
Value ($000) $27,918 Shares 119,702 Est. Cost $60.37 Unrealized +301.0%
CB Chubb Ltd 0.5%
Value ($000) $27,758 Shares 91,916 Est. Cost $139.80 Unrealized +97.6%
XOM Exxon Mobil 0.4%
Value ($000) $25,912 Shares 217,875 Est. Cost $71.19 Unrealized +50.6%
PWR Quanta Services 0.4%
Value ($000) $25,611 Shares 100,761 Est. Cost $267.79 Unrealized +7.8%
META Meta Platforms Inc Class A 0.4%
Value ($000) $24,769 Shares 42,975 Est. Cost $234.55 Unrealized +174.2%
GE GE Aerospace 0.4%
Value ($000) $24,278 Shares 121,299 Est. Cost $153.29 Unrealized +27.7%
WMT Walmart 0.4%
Value ($000) $24,066 Shares 274,128 Est. Cost $61.55 Unrealized +51.0%
IQV IQVIA Holdings 0.4%
Value ($000) $23,605 Shares 133,890 Est. Cost $164.69 Unrealized +17.8%
MKC McCormick 0.4%
Value ($000) $23,372 Shares 283,952 Est. Cost $59.68 Unrealized +28.0%
RTX RTX Corporation 0.4%
Value ($000) $23,144 Shares 174,724 Est. Cost $69.92 Unrealized +78.4%
AZO AutoZone Inc 0.4%
Value ($000) $22,995 Shares 6,031 Est. Cost $2270.69 Unrealized +52.0%
TJX TJX Corp 0.4%
Value ($000) $22,914 Shares 188,125 Est. Cost $36.02 Unrealized +233.4%
SYK Stryker 0.4%
Value ($000) $22,790 Shares 61,223 Est. Cost $172.77 Unrealized +118.3%
IBM International Business Machine 0.4%
Value ($000) $22,615 Shares 90,947 Est. Cost $126.98 Unrealized +88.5%
AVGO Broadcom Inc 0.4%
Value ($000) $22,600 Shares 134,984 Est. Cost $147.83 Unrealized +41.9%
ENB Enbridge Inc 0.4%
Value ($000) $22,107 Shares 498,907 Est. Cost $24.53 Unrealized +68.7%
WSO Watsco Inc 0.4%
Value ($000) $22,090 Shares 43,460 Est. Cost $397.25 Unrealized +24.1%
KO Coca Cola 0.4%
Value ($000) $22,059 Shares 307,998 Est. Cost $29.11 Unrealized +123.2%
ISRG Intuitive Surgical 0.4%
Value ($000) $21,653 Shares 43,719 Est. Cost $324.21 Unrealized +70.6%
V Visa Incorporated 0.4%
Value ($000) $21,440 Shares 61,175 Est. Cost $148.82 Unrealized +126.0%
HON Honeywell International 0.4%
Value ($000) $20,626 Shares 97,409 Est. Cost $107.64 Unrealized +84.3%
MDLZ Mondelez International 0.3%
Value ($000) $20,295 Shares 299,111 Est. Cost $33.95 Unrealized +76.0%
LLY Eli Lilly 0.3%
Value ($000) $20,110 Shares 24,349 Est. Cost $286.00 Unrealized +189.1%
LIN Linde Plc 0.3%
Value ($000) $19,061 Shares 40,935 Est. Cost $393.99 Unrealized +12.8%
CARR Carrier Global Corp 0.3%
Value ($000) $19,045 Shares 300,392 Est. Cost $38.82 Unrealized +69.4%
GEHC GE Healthcare Technologies Inc 0.3%
Value ($000) $18,973 Shares 235,080 Est. Cost $82.08 Unrealized +4.5%
TMUS T-Mobile US Inc 0.3%
Value ($000) $18,162 Shares 68,098 Est. Cost $123.57 Unrealized +96.7%
SSNC SS & C Technologies 0.3%
Value ($000) $17,904 Shares 214,340 Est. Cost $49.19 Unrealized +68.3%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $17,286 Shares 30,763 Est. Cost $434.04 Unrealized
IWF iShares Tr Russell 1000 Growth 0.3%
Value ($000) $17,005 Shares 47,094 Est. Cost $277.30 Unrealized
O Realty Income Corp 0.3%
Value ($000) $16,861 Shares 290,661 Est. Cost $41.20 Unrealized +27.6%
ECL Ecolab 0.3%
Value ($000) $15,545 Shares 61,317 Est. Cost $139.54 Unrealized +78.9%
GDX VanEck Vectors Gold Miners ETF 0.3%
Value ($000) $15,315 Shares 333,150 Est. Cost $32.75 Unrealized
SBUX Starbucks 0.3%
Value ($000) $14,763 Shares 150,505 Est. Cost $47.26 Unrealized +113.7%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $14,592 Shares 65,806 Est. Cost $215.67 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.2%
Value ($000) $14,167 Shares 278,721 Est. Cost $42.32 Unrealized
HWM Howmet Aerospace 0.2%
Value ($000) $14,161 Shares 109,160 Est. Cost $33.70 Unrealized +276.0%
CRWD CrowdStrike Holdings 0.2%
Value ($000) $13,975 Shares 39,637 Est. Cost $236.68 Unrealized +61.0%
AGI Alamos Gold Inc Cl A 0.2%
Value ($000) $13,891 Shares 519,466 Est. Cost $20.73 Unrealized +8.6%
CRM Salesforce.com Inc 0.2%
Value ($000) $13,414 Shares 49,984 Est. Cost $222.93 Unrealized +38.6%
IWR iShares Russell Midcap ETF 0.2%
Value ($000) $12,935 Shares 152,055 Est. Cost $79.66 Unrealized
PFE Pfizer 0.2%
Value ($000) $12,091 Shares 477,147 Est. Cost $22.58 Unrealized +9.4%
RSP Invesco S&P 500 Equal Weight E 0.2%
Value ($000) $11,991 Shares 69,221 Est. Cost $155.28 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $11,843 Shares 65,903 Est. Cost $136.39 Unrealized +33.6%
IWB iShares Russell 1000 Index 0.2%
Value ($000) $11,575 Shares 37,735 Est. Cost $222.59 Unrealized
BAC Bank of America 0.2%
Value ($000) $11,527 Shares 276,225 Est. Cost $25.25 Unrealized +72.8%
PH Parker-Hannifin 0.2%
Value ($000) $11,462 Shares 18,856 Est. Cost $332.90 Unrealized +94.8%
CNI Canadian National Railway 0.2%
Value ($000) $11,223 Shares 115,159 Est. Cost $86.00 Unrealized +15.5%
KMI Kinder Morgan Inc 0.2%
Value ($000) $11,054 Shares 387,444 Est. Cost $14.29 Unrealized +86.8%
VLTO Veralto Corporation 0.2%
Value ($000) $10,752 Shares 110,337 Est. Cost $73.75 Unrealized +34.7%
ACN Accenture Plc Class A 0.2%
Value ($000) $10,671 Shares 34,196 Est. Cost $203.50 Unrealized +71.7%
TRV The Travelers Companies Inc 0.2%
Value ($000) $10,424 Shares 39,416 Est. Cost $88.51 Unrealized +177.3%
LECO Lincoln Electric 0.2%
Value ($000) $10,077 Shares 53,274 Est. Cost $176.11 Unrealized +11.5%
SPGI S&P Global Inc 0.2%
Value ($000) $10,051 Shares 19,781 Est. Cost $363.67 Unrealized +39.6%
ETN Eaton Corp PLC 0.2%
Value ($000) $9,887 Shares 36,372 Est. Cost $284.59 Unrealized +8.4%
FNV Franco Nevada Corp 0.2%
Value ($000) $9,842 Shares 62,468 Est. Cost $144.08 Unrealized -3.3%
BX Blackstone Inc 0.2%
Value ($000) $9,834 Shares 70,355 Est. Cost $70.15 Unrealized +125.5%
DHI D R Horton Inc 0.2%
Value ($000) $9,646 Shares 75,876 Est. Cost $66.24 Unrealized +100.4%
AMAT Applied Materials 0.2%
Value ($000) $9,646 Shares 66,467 Est. Cost $123.27 Unrealized +35.2%
TRP TC Energy Corp 0.2%
Value ($000) $9,535 Shares 201,963 Est. Cost $42.22 Unrealized +7.7%
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $9,463 Shares 48,782 Est. Cost $150.32 Unrealized
NKE Nike Inc Class B 0.2%
Value ($000) $8,955 Shares 141,067 Est. Cost $57.61 Unrealized +25.1%
DIS Walt Disney 0.2%
Value ($000) $8,781 Shares 88,971 Est. Cost $101.06 Unrealized +5.2%
NI Nisource 0.1%
Value ($000) $8,475 Shares 211,400 Est. Cost $7.81 Unrealized +382.3%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $8,420 Shares 16,385 Est. Cost $425.01 Unrealized
LMT Lockheed Martin 0.1%
Value ($000) $8,273 Shares 18,520 Est. Cost $187.62 Unrealized +138.9%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $8,260 Shares 17,615 Est. Cost $323.05 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $7,942 Shares 94,700 Est. Cost $38.05 Unrealized +117.0%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $7,920 Shares 28,815 Est. Cost $194.92 Unrealized
APD Air Products & Chemicals Inc 0.1%
Value ($000) $7,876 Shares 26,705 Est. Cost $139.56 Unrealized +115.2%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $7,840 Shares 42,086 Est. Cost $133.07 Unrealized
EPD Enterprise Products LP 0.1%
Value ($000) $7,469 Shares 218,772 Est. Cost $47.78 Unrealized
Ansys 0.1%
Value ($000) $7,433 Shares 23,479 Est. Cost $166.46 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $7,289 Shares 28,185 Est. Cost $164.31 Unrealized
IVE iShares S&P 500 Value Index 0.1%
Value ($000) $7,169 Shares 37,617 Est. Cost $156.07 Unrealized
MMM 3M Company 0.1%
Value ($000) $7,091 Shares 48,286 Est. Cost $83.81 Unrealized +72.5%
STZ Constellation Brands Inc Cl A 0.1%
Value ($000) $7,088 Shares 38,624 Est. Cost $202.56 Unrealized -12.2%
WY Weyerhaeuser 0.1%
Value ($000) $7,050 Shares 240,771 Est. Cost $20.53 Unrealized +40.6%
NEE NextEra Energy 0.1%
Value ($000) $7,040 Shares 99,308 Est. Cost $63.31 Unrealized +8.4%
UBER Uber Technologies Inc 0.1%
Value ($000) $6,787 Shares 93,149 Est. Cost $64.28 Unrealized +12.1%
WAB Wabtec Corp 0.1%
Value ($000) $6,753 Shares 37,240 Est. Cost $67.36 Unrealized +183.4%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $6,664 Shares 33,404 Est. Cost $192.03 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $6,554 Shares 63,506 Est. Cost $57.81 Unrealized +66.4%
CI CIGNA Corp 0.1%
Value ($000) $6,447 Shares 19,597 Est. Cost $195.38 Unrealized +51.3%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $6,388 Shares 8 Est. Cost $207911.78 Unrealized +250.8%
KVUE Kenvue Inc. 0.1%
Value ($000) $6,256 Shares 260,902 Est. Cost $18.65 Unrealized +14.7%
QCOM Qualcomm 0.1%
Value ($000) $5,886 Shares 38,318 Est. Cost $109.72 Unrealized +45.5%
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $5,844 Shares 129,117 Est. Cost $43.85 Unrealized
WM Waste Management 0.1%
Value ($000) $5,836 Shares 25,209 Est. Cost $97.69 Unrealized +123.6%
FTV Fortive Corp 0.1%
Value ($000) $5,261 Shares 71,892 Est. Cost $45.44 Unrealized +28.7%
FAST Fastenal Company 0.1%
Value ($000) $5,135 Shares 66,211 Est. Cost $12.32 Unrealized +199.1%
RRC Range Resources Corp 0.1%
Value ($000) $5,107 Shares 127,893 Est. Cost $38.47 Unrealized 0.0%
OKE Oneok Inc 0.1%
Value ($000) $5,067 Shares 51,069 Est. Cost $58.35 Unrealized +62.7%
CL Colgate-Palmolive 0.1%
Value ($000) $5,023 Shares 53,611 Est. Cost $51.98 Unrealized +69.0%
EOG EOG Resources 0.1%
Value ($000) $4,747 Shares 37,013 Est. Cost $116.65 Unrealized +7.3%
WFC Wells Fargo 0.1%
Value ($000) $4,727 Shares 65,851 Est. Cost $37.60 Unrealized +96.0%
NSC Norfolk Southern 0.1%
Value ($000) $4,703 Shares 19,855 Est. Cost $74.38 Unrealized +221.8%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $4,675 Shares 57,203 Est. Cost $74.16 Unrealized
AJG Arthur J Gallagher 0.1%
Value ($000) $4,612 Shares 13,359 Est. Cost $64.97 Unrealized +382.2%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $4,596 Shares 18,253 Est. Cost $143.00 Unrealized
CME CME Group Inc 0.1%
Value ($000) $4,581 Shares 17,268 Est. Cost $42.73 Unrealized +467.3%
EQT EQT Corp 0.1%
Value ($000) $4,579 Shares 85,702 Est. Cost $38.52 Unrealized +31.2%
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $4,548 Shares 58,581 Est. Cost $44.77 Unrealized +48.4%
CCI Crown Castle Inc 0.1%
Value ($000) $4,468 Shares 42,870 Est. Cost $74.32 Unrealized +19.9%
FOUR Shift4 Payments Inc Cl A 0.1%
Value ($000) $4,443 Shares 54,379 Est. Cost $98.02 Unrealized +5.1%
AMGN Amgen 0.1%
Value ($000) $4,399 Shares 14,119 Est. Cost $179.22 Unrealized +60.3%
DD DuPont De Nemours Inc 0.1%
Value ($000) $4,321 Shares 57,856 Est. Cost $31.27 Unrealized +2.0%
GS Goldman Sachs 0.1%
Value ($000) $4,289 Shares 7,852 Est. Cost $337.62 Unrealized +75.0%
CMCSA Comcast Cl A 0.1%
Value ($000) $4,213 Shares 114,168 Est. Cost $31.49 Unrealized +11.3%
SNPS Synopsys Inc 0.1%
Value ($000) $4,205 Shares 9,805 Est. Cost $514.27 Unrealized -5.5%
NVR NVR Inc 0.1%
Value ($000) $4,050 Shares 559 Est. Cost $4502.99 Unrealized +68.9%
MTD Mettler-Toledo International 0.1%
Value ($000) $3,981 Shares 3,371 Est. Cost $1154.12 Unrealized +10.7%
IAU iShares Gold Trust 0.1%
Value ($000) $3,795 Shares 64,359 Est. Cost $35.53 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $3,754 Shares 33,501 Est. Cost $55.18 Unrealized +82.2%
EMR Emerson Electric 0.1%
Value ($000) $3,675 Shares 33,516 Est. Cost $52.98 Unrealized +124.2%
STT State Street 0.1%
Value ($000) $3,667 Shares 40,953 Est. Cost $52.58 Unrealized +76.4%
PM Philip Morris International 0.1%
Value ($000) $3,555 Shares 22,397 Est. Cost $60.38 Unrealized +126.9%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $3,448 Shares 49,649 Est. Cost $77.65 Unrealized
ALC Alcon Inc 0.1%
Value ($000) $3,289 Shares 34,648 Est. Cost $89.40 Unrealized 0.0%
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $3,280 Shares 56,218 Est. Cost $95.41 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $3,243 Shares 19,006 Est. Cost $133.76 Unrealized +38.2%
USB US Bancorp 0.1%
Value ($000) $3,219 Shares 76,254 Est. Cost $26.95 Unrealized +64.0%
ASML ASML Holding NV NY Registry Sh 0.1%
Value ($000) $3,136 Shares 4,732 Est. Cost $804.53 Unrealized
KMB Kimberly-Clark 0.1%
Value ($000) $3,008 Shares 21,151 Est. Cost $88.69 Unrealized +46.3%
NVS Novartis A G ADR 0.1%
Value ($000) $3,005 Shares 26,958 Est. Cost $75.47 Unrealized
TEL TE Connectivity Plc 0.1%
Value ($000) $2,942 Shares 20,820 Est. Cost $146.90 Unrealized -0.3%
RYAN Ryan Specialty Holdings Inc 0.0%
Value ($000) $2,836 Shares 38,397 Est. Cost $47.19 Unrealized +44.0%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $2,770 Shares 55,610 Est. Cost $35.30 Unrealized
KEYS Keysight Technologies Inc 0.0%
Value ($000) $2,735 Shares 18,264 Est. Cost $156.14 Unrealized +5.8%
CCJ Cameco Corporation 0.0%
Value ($000) $2,699 Shares 65,563 Est. Cost $45.18 Unrealized +4.0%
SYY Sysco 0.0%
Value ($000) $2,643 Shares 35,215 Est. Cost $63.07 Unrealized +13.0%
D Dominion Energy 0.0%
Value ($000) $2,603 Shares 46,432 Est. Cost $39.09 Unrealized +34.9%
AMP Ameriprise Financial 0.0%
Value ($000) $2,598 Shares 5,366 Est. Cost $224.65 Unrealized +130.9%
NOW ServiceNow Inc 0.0%
Value ($000) $2,537 Shares 3,186 Est. Cost $186.22 Unrealized +3.5%
TGT Target 0.0%
Value ($000) $2,506 Shares 24,015 Est. Cost $101.75 Unrealized +18.1%
MDT Medtronic PLC 0.0%
Value ($000) $2,455 Shares 27,319 Est. Cost $88.16 Unrealized -0.8%
APG APi Group Corporation 0.0%
Value ($000) $2,433 Shares 68,041 Est. Cost $24.45 Unrealized +2.4%
VGT Vanguard Information Techology 0.0%
Value ($000) $2,399 Shares 4,423 Est. Cost $119.23 Unrealized
CR Crane Co 0.0%
Value ($000) $2,393 Shares 15,619 Est. Cost $109.16 Unrealized +46.3%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $2,390 Shares 39,187 Est. Cost $42.70 Unrealized +29.9%
JCI Johnson Controls 0.0%
Value ($000) $2,330 Shares 29,082 Est. Cost $57.87 Unrealized +41.0%
VONV Vanguard Russell 1000 Value ET 0.0%
Value ($000) $2,306 Shares 27,944 Est. Cost $66.91 Unrealized
BDX Becton Dickinson 0.0%
Value ($000) $2,291 Shares 10,001 Est. Cost $221.22 Unrealized +2.8%
VRT Vertiv Holdings Co 0.0%
Value ($000) $2,268 Shares 31,406 Est. Cost $44.15 Unrealized +140.7%
TPL Texas Pacific Land 0.0%
Value ($000) $2,188 Shares 1,652 Est. Cost $170.25 Unrealized +160.4%
ITW Illinois Tool Works 0.0%
Value ($000) $2,091 Shares 8,432 Est. Cost $119.00 Unrealized +110.7%
TDY Teledyne Technologies 0.0%
Value ($000) $2,039 Shares 4,097 Est. Cost $369.86 Unrealized +33.7%
MS Morgan Stanley 0.0%
Value ($000) $2,001 Shares 17,147 Est. Cost $73.38 Unrealized +71.6%
WAT Waters Corp 0.0%
Value ($000) $1,985 Shares 5,385 Est. Cost $144.63 Unrealized +167.7%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,972 Shares 35,781 Est. Cost $48.05 Unrealized +12.2%
BLK BlackRock Inc 0.0%
Value ($000) $1,960 Shares 2,071 Est. Cost $991.05 Unrealized -2.9%
DUK Duke Energy 0.0%
Value ($000) $1,946 Shares 15,953 Est. Cost $52.65 Unrealized +110.0%
VEU Vanguard FTSE All-World Ex-US 0.0%
Value ($000) $1,903 Shares 31,373 Est. Cost $59.45 Unrealized
GIS General Mills 0.0%
Value ($000) $1,891 Shares 31,632 Est. Cost $34.27 Unrealized +69.1%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $1,880 Shares 10,034 Est. Cost $169.04 Unrealized +18.2%
KKR KKR & Co Inc 0.0%
Value ($000) $1,875 Shares 16,219 Est. Cost $61.84 Unrealized +121.3%
ES Eversource Energy 0.0%
Value ($000) $1,873 Shares 30,150 Est. Cost $65.47 Unrealized -12.7%
LH Labcorp Holdings Inc 0.0%
Value ($000) $1,860 Shares 7,993 Est. Cost $217.56 Unrealized +10.4%
TT Trane Technologies 0.0%
Value ($000) $1,781 Shares 5,286 Est. Cost $172.24 Unrealized +108.4%
GD General Dynamics 0.0%
Value ($000) $1,780 Shares 6,530 Est. Cost $171.67 Unrealized +49.0%
MO Altria Group Inc 0.0%
Value ($000) $1,764 Shares 29,397 Est. Cost $33.20 Unrealized +53.7%
ROST Ross Stores 0.0%
Value ($000) $1,756 Shares 13,741 Est. Cost $62.81 Unrealized +120.5%
VZ Verizon 0.0%
Value ($000) $1,751 Shares 38,600 Est. Cost $32.26 Unrealized +22.7%
SPOT Spotify Technology 0.0%
Value ($000) $1,724 Shares 3,134 Est. Cost $181.98 Unrealized +207.1%
Viper Energy Inc 0.0%
Value ($000) $1,691 Shares 37,459 Est. Cost $39.55 Unrealized
AFL AFLAC 0.0%
Value ($000) $1,683 Shares 15,134 Est. Cost $43.34 Unrealized +140.1%
CSX CSX 0.0%
Value ($000) $1,659 Shares 56,357 Est. Cost $32.27 Unrealized -3.0%
NFLX Netflix 0.0%
Value ($000) $1,650 Shares 1,769 Est. Cost $49.49 Unrealized +92.1%
CATH Global X S&P 500 Catholic Valu 0.0%
Value ($000) $1,617 Shares 23,942 Est. Cost $70.65 Unrealized
CHD Church & Dwight 0.0%
Value ($000) $1,588 Shares 14,422 Est. Cost $53.72 Unrealized +97.0%
FSLR First Solar Inc 0.0%
Value ($000) $1,549 Shares 12,248 Est. Cost $67.46 Unrealized +131.5%
OXY Occidental Petroleum 0.0%
Value ($000) $1,543 Shares 31,255 Est. Cost $50.97 Unrealized -6.2%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $1,526 Shares 16,437 Est. Cost $79.29 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $1,524 Shares 6,254 Est. Cost $232.73 Unrealized +9.0%
CVS CVS Health Corp 0.0%
Value ($000) $1,522 Shares 22,464 Est. Cost $68.66 Unrealized -15.5%
iShares MSCI India ETF 0.0%
Value ($000) $1,505 Shares 29,235 Est. Cost $52.62 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $1,492 Shares 4,886 Est. Cost $167.74 Unrealized +107.5%
PYPL PayPal Holdings 0.0%
Value ($000) $1,478 Shares 22,654 Est. Cost $133.18 Unrealized -41.6%
OMC Omnicom 0.0%
Value ($000) $1,470 Shares 17,725 Est. Cost $51.97 Unrealized +55.2%
PAYX Paychex 0.0%
Value ($000) $1,466 Shares 9,504 Est. Cost $40.69 Unrealized +251.9%
ORLY O'Reilly Automotive 0.0%
Value ($000) $1,461 Shares 1,020 Est. Cost $38.22 Unrealized +127.6%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,452 Shares 6,673 Est. Cost $132.95 Unrealized +42.6%
DIA Diamonds Trust Ser 1 0.0%
Value ($000) $1,442 Shares 3,434 Est. Cost $357.60 Unrealized
XLK Select Sector S&P Technology I 0.0%
Value ($000) $1,435 Shares 6,949 Est. Cost $111.97 Unrealized
MTB M&T Bank 0.0%
Value ($000) $1,430 Shares 8,000 Est. Cost $152.08 Unrealized +21.3%
ENTG Entegris Inc 0.0%
Value ($000) $1,421 Shares 16,247 Est. Cost $101.11 Unrealized -0.7%
ABNB Airbnb Inc 0.0%
Value ($000) $1,413 Shares 11,827 Est. Cost $152.70 Unrealized -12.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $1,410 Shares 306 Est. Cost $2470.80 Unrealized +92.2%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $1,372 Shares 7,293 Est. Cost $154.62 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $1,369 Shares 31,329 Est. Cost $48.47 Unrealized
GWW Grainger W W 0.0%
Value ($000) $1,358 Shares 1,375 Est. Cost $276.62 Unrealized +270.9%
RSG Republic Services 0.0%
Value ($000) $1,353 Shares 5,586 Est. Cost $120.30 Unrealized +84.5%
COO Cooper Companies 0.0%
Value ($000) $1,351 Shares 16,014 Est. Cost $89.60 Unrealized 0.0%
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $1,321 Shares 11,246 Est. Cost $103.96 Unrealized
ARMK Aramark 0.0%
Value ($000) $1,316 Shares 38,110 Est. Cost $26.60 Unrealized +36.7%
LSCC Lattice Semiconductor 0.0%
Value ($000) $1,303 Shares 24,843 Est. Cost $52.45 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $1,285 Shares 3,884 Est. Cost $178.41 Unrealized +114.5%
TPR Tapestry Inc 0.0%
Value ($000) $1,267 Shares 18,000 Est. Cost $32.95 Unrealized +126.3%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $1,255 Shares 9,812 Est. Cost $137.35 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $1,253 Shares 5,986 Est. Cost $182.19 Unrealized +13.1%
FCX Freeport McMoRan 0.0%
Value ($000) $1,239 Shares 32,721 Est. Cost $38.60 Unrealized -2.0%
YUM Yum Brands Inc 0.0%
Value ($000) $1,226 Shares 7,788 Est. Cost $87.77 Unrealized +61.4%
PGR Progressive 0.0%
Value ($000) $1,222 Shares 4,319 Est. Cost $84.08 Unrealized +191.7%
SPYX SPDR S&P Fossil Fuel Reserve E 0.0%
Value ($000) $1,220 Shares 26,677 Est. Cost $57.43 Unrealized
JBHT Hunt JB Transport Services 0.0%
Value ($000) $1,219 Shares 8,242 Est. Cost $183.14 Unrealized -11.0%
UPS United Parcel Service Class B 0.0%
Value ($000) $1,212 Shares 11,020 Est. Cost $140.47 Unrealized -19.8%
PNC PNC Financial 0.0%
Value ($000) $1,205 Shares 6,857 Est. Cost $138.97 Unrealized +31.9%
FSV FirstService Corp 0.0%
Value ($000) $1,202 Shares 7,244 Est. Cost $122.69 Unrealized +41.9%
AXGN Axogen Inc 0.0%
Value ($000) $1,191 Shares 64,405 Est. Cost $11.17 Unrealized +61.5%
IWS iShares Russell Midcap Value I 0.0%
Value ($000) $1,183 Shares 9,389 Est. Cost $121.16 Unrealized
GLW Corning 0.0%
Value ($000) $1,151 Shares 25,145 Est. Cost $29.30 Unrealized +65.7%
MTDR Matador Resources Co 0.0%
Value ($000) $1,148 Shares 22,472 Est. Cost $55.26 Unrealized 0.0%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $1,146 Shares 51,923 Est. Cost $33.36 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $1,145 Shares 5,024 Est. Cost $75.75 Unrealized +179.7%
AWK American Water Works Company I 0.0%
Value ($000) $1,097 Shares 7,437 Est. Cost $44.85 Unrealized +187.8%
MDY SPDR S&P 400 ETF Trust 0.0%
Value ($000) $1,093 Shares 2,048 Est. Cost $454.06 Unrealized
T AT & T 0.0%
Value ($000) $1,059 Shares 37,437 Est. Cost $16.45 Unrealized +48.0%
FROG JFrog Ltd 0.0%
Value ($000) $1,053 Shares 32,912 Est. Cost $31.41 Unrealized +10.8%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $1,037 Shares 7,914 Est. Cost $91.76 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $1,014 Shares 2,092 Est. Cost $275.30 Unrealized +69.3%
EW Edwards Lifesciences 0.0%
Value ($000) $1,014 Shares 13,990 Est. Cost $102.86 Unrealized -30.4%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $1,000 Shares 10,698 Est. Cost $76.89 Unrealized
VRRM Verra Mobility Corp 0.0%
Value ($000) $977 Shares 43,398 Est. Cost $22.41 Unrealized +7.4%
DOW Dow Inc 0.0%
Value ($000) $959 Shares 27,459 Est. Cost $35.88 Unrealized +0.2%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $945 Shares 3,175 Est. Cost $174.09 Unrealized +64.5%
SO Southern Co 0.0%
Value ($000) $931 Shares 10,121 Est. Cost $52.87 Unrealized +59.1%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $919 Shares 12,154 Est. Cost $67.42 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $915 Shares 2,918 Est. Cost $216.10 Unrealized +60.1%
MAR Marriott International 0.0%
Value ($000) $911 Shares 3,824 Est. Cost $172.99 Unrealized +55.7%
MORN Morningstar Inc 0.0%
Value ($000) $906 Shares 3,021 Est. Cost $68.45 Unrealized +360.0%
PSX Phillips 66 0.0%
Value ($000) $900 Shares 7,291 Est. Cost $71.35 Unrealized +67.1%
TRI Thomson Reuters Corporation 0.0%
Value ($000) $895 Shares 5,179 Est. Cost $122.38 Unrealized +36.1%
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $887 Shares 4,494 Est. Cost $180.82 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $885 Shares 3,415 Est. Cost $225.61 Unrealized +47.7%
HSY Hershey Co 0.0%
Value ($000) $881 Shares 5,152 Est. Cost $199.03 Unrealized -20.0%
ROP Roper Industries Inc 0.0%
Value ($000) $865 Shares 1,467 Est. Cost $447.21 Unrealized +24.7%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $850 Shares 5,834 Est. Cost $71.63 Unrealized +102.6%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $849 Shares 6,322 Est. Cost $123.32 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $845 Shares 35,122 Est. Cost $15.09 Unrealized
KEY KeyCorp 0.0%
Value ($000) $828 Shares 51,780 Est. Cost $14.37 Unrealized +13.0%
PRVA Privia Health Group 0.0%
Value ($000) $819 Shares 36,496 Est. Cost $20.50 Unrealized +13.3%
RJF Raymond James Financial Inc 0.0%
Value ($000) $814 Shares 5,858 Est. Cost $57.80 Unrealized +165.1%
IJR iShares Core S&P 600 Small Cap 0.0%
Value ($000) $783 Shares 7,490 Est. Cost $108.23 Unrealized
IGM Ishares S&P NA Technology Sect 0.0%
Value ($000) $783 Shares 8,635 Est. Cost $132.43 Unrealized
TROW Price T Rowe Group Inc 0.0%
Value ($000) $776 Shares 8,447 Est. Cost $83.40 Unrealized +20.6%
FANG Diamondback Energy Inc 0.0%
Value ($000) $766 Shares 4,791 Est. Cost $120.96 Unrealized +29.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $764 Shares 5,631 Est. Cost $127.30 Unrealized
PHM Pultegroup Inc. 0.0%
Value ($000) $761 Shares 7,405 Est. Cost $40.52 Unrealized +164.5%
SHEL Shell Plc ADR 0.0%
Value ($000) $747 Shares 10,191 Est. Cost $57.78 Unrealized
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $731 Shares 7,465 Est. Cost $80.20 Unrealized
ODFL Old Dominion Freight 0.0%
Value ($000) $730 Shares 4,414 Est. Cost $187.04 Unrealized -3.5%
EFAX MSCI EAFE Fossil Fuel Free ETF 0.0%
Value ($000) $723 Shares 16,840 Est. Cost $52.23 Unrealized
SLB SLB 0.0%
Value ($000) $719 Shares 17,191 Est. Cost $40.78 Unrealized -2.2%
NDSN Nordson Corp 0.0%
Value ($000) $714 Shares 3,540 Est. Cost $222.43 Unrealized -6.2%
BR Broadridge Financial Solutions 0.0%
Value ($000) $708 Shares 2,922 Est. Cost $148.79 Unrealized +55.8%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $705 Shares 5,022 Est. Cost $110.73 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $705 Shares 6,228 Est. Cost $104.43 Unrealized +1.4%
AMLP Alerian MLP 0.0%
Value ($000) $705 Shares 13,569 Est. Cost $20.29 Unrealized
BXMT Blackstone Mortgage Tru-Cl A 0.0%
Value ($000) $695 Shares 34,750 Est. Cost $17.61 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $694 Shares 9,747 Est. Cost $36.21 Unrealized +64.9%
INTC Intel 0.0%
Value ($000) $677 Shares 29,829 Est. Cost $34.63 Unrealized -36.8%
IP International Paper 0.0%
Value ($000) $674 Shares 12,633 Est. Cost $30.60 Unrealized +72.4%
BAX Baxter International 0.0%
Value ($000) $673 Shares 19,665 Est. Cost $53.56 Unrealized -39.9%
WEC WEC Energy Group Inc 0.0%
Value ($000) $659 Shares 6,047 Est. Cost $54.79 Unrealized +81.1%
PEG Public Service Enterprise 0.0%
Value ($000) $659 Shares 8,001 Est. Cost $42.59 Unrealized +90.2%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $657 Shares 5,250 Est. Cost $65.83 Unrealized +98.4%
VMI Valmont Industries Inc 0.0%
Value ($000) $657 Shares 2,302 Est. Cost $243.81 Unrealized +33.8%
Chewy Inc. Class A 0.0%
Value ($000) $650 Shares 20,008 Est. Cost $29.16 Unrealized
DOV Dover Corp 0.0%
Value ($000) $642 Shares 3,653 Est. Cost $134.43 Unrealized +41.6%
HSIC Henry Schein 0.0%
Value ($000) $641 Shares 9,356 Est. Cost $56.08 Unrealized +31.6%
IJT iShares S&P SmallCap 600 Growt 0.0%
Value ($000) $639 Shares 5,129 Est. Cost $122.32 Unrealized
NDAQ Nasdaq Inc 0.0%
Value ($000) $634 Shares 8,351 Est. Cost $56.56 Unrealized +37.5%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $622 Shares 7,942 Est. Cost $57.16 Unrealized +35.9%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $619 Shares 4,237 Est. Cost $132.84 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $618 Shares 6,014 Est. Cost $130.73 Unrealized -14.9%
WMB Williams Cos 0.0%
Value ($000) $607 Shares 10,156 Est. Cost $28.60 Unrealized +93.8%
IWO iShares TR Russell 2000 Growth 0.0%
Value ($000) $589 Shares 2,304 Est. Cost $243.92 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $588 Shares 319 Est. Cost $933.82 Unrealized +98.3%
TECH Bio-Techne Corp 0.0%
Value ($000) $586 Shares 9,999 Est. Cost $67.17 Unrealized +0.4%
PPG PPG Industries 0.0%
Value ($000) $571 Shares 5,220 Est. Cost $127.06 Unrealized -11.4%
CTVA Corteva Inc 0.0%
Value ($000) $569 Shares 9,042 Est. Cost $29.26 Unrealized +109.4%
EBAY Ebay 0.0%
Value ($000) $566 Shares 8,356 Est. Cost $53.67 Unrealized +22.4%
EWJ ishares MSCI Japanese Index Fu 0.0%
Value ($000) $565 Shares 8,246 Est. Cost $71.09 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $564 Shares 7,338 Est. Cost $91.45 Unrealized -11.7%
TM Toyota Motor 0.0%
Value ($000) $557 Shares 3,154 Est. Cost $175.98 Unrealized
XEL XCEL Energy 0.0%
Value ($000) $552 Shares 7,801 Est. Cost $41.09 Unrealized +60.7%
ADSK Autodesk 0.0%
Value ($000) $540 Shares 2,061 Est. Cost $203.24 Unrealized +39.9%
TOST Toast Inc Cl A 0.0%
Value ($000) $539 Shares 16,235 Est. Cost $23.79 Unrealized +57.4%
MSCI MSCI Inc 0.0%
Value ($000) $537 Shares 950 Est. Cost $483.76 Unrealized +18.8%
ALL Allstate 0.0%
Value ($000) $515 Shares 2,489 Est. Cost $116.28 Unrealized +64.5%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $515 Shares 3,817 Est. Cost $85.55 Unrealized +61.6%
SCHF Schwab International Equity ET 0.0%
Value ($000) $504 Shares 25,504 Est. Cost $29.11 Unrealized
IJJ iShares S&P MidCap 400 Value I 0.0%
Value ($000) $504 Shares 4,208 Est. Cost $111.07 Unrealized
SOLV Solventum Corporation 0.0%
Value ($000) $503 Shares 6,614 Est. Cost $60.70 Unrealized +22.7%
AON Aon Plc Class A Ordinary Share 0.0%
Value ($000) $494 Shares 1,239 Est. Cost $330.94 Unrealized +15.3%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $486 Shares 6,612 Est. Cost $70.37 Unrealized
DGRO iShares Core Dividend Growth 0.0%
Value ($000) $485 Shares 7,844 Est. Cost $59.81 Unrealized
EMN Eastman Chemical 0.0%
Value ($000) $473 Shares 5,365 Est. Cost $95.42 Unrealized -5.2%
NTRS Northern Trust Corp 0.0%
Value ($000) $471 Shares 4,774 Est. Cost $45.91 Unrealized +125.3%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $465 Shares 5,141 Est. Cost $82.35 Unrealized
HPQ HP Inc 0.0%
Value ($000) $463 Shares 16,718 Est. Cost $10.49 Unrealized +189.3%
GGG Graco Inc 0.0%
Value ($000) $458 Shares 5,488 Est. Cost $68.40 Unrealized +22.0%
ULTA Ulta Salon Cosmetics and Fragr 0.0%
Value ($000) $449 Shares 1,225 Est. Cost $383.25 Unrealized -0.6%
VUG Vanguard Growth ETF 0.0%
Value ($000) $445 Shares 1,201 Est. Cost $314.36 Unrealized
VYM Vanguard High Dvd Yield ETF 0.0%
Value ($000) $445 Shares 3,450 Est. Cost $128.21 Unrealized
IUSV iShares Core S&P U.S. Value 0.0%
Value ($000) $436 Shares 4,728 Est. Cost $70.79 Unrealized
NBTB N B T Bankcorp Inc 0.0%
Value ($000) $429 Shares 9,998 Est. Cost $36.14 Unrealized +27.9%
EQIX Equinix Inc 0.0%
Value ($000) $429 Shares 526 Est. Cost $566.89 Unrealized +55.3%
VTV Vanguard Value ETF 0.0%
Value ($000) $424 Shares 2,452 Est. Cost $141.07 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $421 Shares 3,483 Est. Cost $100.68 Unrealized +26.8%
SPG Simon Property Group 0.0%
Value ($000) $421 Shares 2,535 Est. Cost $104.23 Unrealized +60.1%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $414 Shares 3,600 Est. Cost $96.49 Unrealized
MCO Moody's Corp 0.0%
Value ($000) $412 Shares 885 Est. Cost $341.41 Unrealized +40.2%
CTRA Coterra Energy Inc 0.0%
Value ($000) $406 Shares 14,039 Est. Cost $23.79 Unrealized +13.5%
TDG Transdigm Group Inc 0.0%
Value ($000) $400 Shares 289 Est. Cost $1143.82 Unrealized +9.1%
RPM RPM International Inc 0.0%
Value ($000) $394 Shares 3,408 Est. Cost $56.55 Unrealized +115.0%
LRCX LAM Research Corp 0.0%
Value ($000) $393 Shares 5,408 Est. Cost $74.98 Unrealized +4.2%
APO Apollo Global Management A 0.0%
Value ($000) $391 Shares 2,853 Est. Cost $56.25 Unrealized +169.9%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $384 Shares 4,009 Est. Cost $113.16 Unrealized
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $381 Shares 4,663 Est. Cost $76.49 Unrealized
BN Brookfield Corporation 0.0%
Value ($000) $376 Shares 7,165 Est. Cost $31.29 Unrealized +20.1%
BXSL Blackstone Secured Lending Fun 0.0%
Value ($000) $372 Shares 11,500 Est. Cost $27.47 Unrealized +7.9%
NUE Nucor 0.0%
Value ($000) $370 Shares 3,073 Est. Cost $128.65 Unrealized -1.5%
C Citigroup 0.0%
Value ($000) $367 Shares 5,174 Est. Cost $67.54 Unrealized +10.3%
CHTR Charter Communications 0.0%
Value ($000) $364 Shares 988 Est. Cost $435.60 Unrealized -17.9%
IGV iShares North America Tech 0.0%
Value ($000) $364 Shares 4,085 Est. Cost $101.63 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $362 Shares 4,521 Est. Cost $50.03 Unrealized +74.0%
COR Cencora Inc 0.0%
Value ($000) $362 Shares 1,300 Est. Cost $226.47 Unrealized +10.2%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $361 Shares 4,721 Est. Cost $56.16 Unrealized +42.9%
GEN Gen Digital Inc 0.0%
Value ($000) $356 Shares 13,430 Est. Cost $25.05 Unrealized +7.7%
Unilever Plc Sponsored ADR 0.0%
Value ($000) $352 Shares 5,910 Est. Cost $57.69 Unrealized
SJM Smucker 0.0%
Value ($000) $349 Shares 2,947 Est. Cost $80.21 Unrealized +30.1%
AVY Avery Dennison 0.0%
Value ($000) $344 Shares 1,934 Est. Cost $190.32 Unrealized -5.2%
XYL Xylem Inc 0.0%
Value ($000) $342 Shares 2,867 Est. Cost $102.28 Unrealized +19.9%
PCH Potlatch Corporation 0.0%
Value ($000) $342 Shares 7,575 Est. Cost $40.67 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $341 Shares 3,055 Est. Cost $90.34 Unrealized +20.6%
CLPT ClearPoint Neuro 0.0%
Value ($000) $341 Shares 28,670 Est. Cost $12.95 Unrealized +20.0%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $336 Shares 4,792 Est. Cost $77.65 Unrealized -2.6%
EME Emcorp Group Inc 0.0%
Value ($000) $336 Shares 910 Est. Cost $208.84 Unrealized +106.8%
FTAI FTAI Aviation Ltd 0.0%
Value ($000) $335 Shares 3,018 Est. Cost $133.40 Unrealized -12.2%
VT Vanguard Total World Stock 0.0%
Value ($000) $331 Shares 2,856 Est. Cost $115.96 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $331 Shares 2,909 Est. Cost $133.60 Unrealized
CASY Caseys General Stores 0.0%
Value ($000) $330 Shares 760 Est. Cost $333.23 Unrealized +22.4%
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $324 Shares 2,016 Est. Cost $157.47 Unrealized
FTI TechnipFMC PLC 0.0%
Value ($000) $322 Shares 10,160 Est. Cost $26.88 Unrealized +10.9%
MCHP Microchip Technology 0.0%
Value ($000) $320 Shares 6,614 Est. Cost $51.57 Unrealized +5.1%
GPC Genuine Parts 0.0%
Value ($000) $319 Shares 2,678 Est. Cost $117.47 Unrealized -0.5%
CLX Clorox 0.0%
Value ($000) $314 Shares 2,134 Est. Cost $147.82 Unrealized +0.1%
HCA HCA Holdings Inc 0.0%
Value ($000) $313 Shares 905 Est. Cost $319.37 Unrealized 0.0%
CLH Clean Harbors 0.0%
Value ($000) $305 Shares 1,549 Est. Cost $107.08 Unrealized +104.4%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $304 Shares 479 Est. Cost $585.99 Unrealized +16.8%
AEP American Electric Power 0.0%
Value ($000) $300 Shares 2,746 Est. Cost $85.05 Unrealized +15.7%
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $298 Shares 3,272 Est. Cost $87.55 Unrealized
EWBC East West Bancorp 0.0%
Value ($000) $295 Shares 3,286 Est. Cost $61.26 Unrealized +51.4%
JD JD.Com Inc-ADR 0.0%
Value ($000) $288 Shares 7,000 Est. Cost $41.12 Unrealized
LNC Lincoln National 0.0%
Value ($000) $288 Shares 8,010 Est. Cost $18.69 Unrealized +80.6%
SPYG SPDR Porfolio S&P 500 Growth 0.0%
Value ($000) $282 Shares 3,513 Est. Cost $87.91 Unrealized
OEF iShares Tr S&P 100 Index 0.0%
Value ($000) $281 Shares 1,039 Est. Cost $187.04 Unrealized
FDS Factset Resh Systems Inc 0.0%
Value ($000) $281 Shares 618 Est. Cost $417.35 Unrealized +7.9%
CHE Chemed Corp 0.0%
Value ($000) $280 Shares 455 Est. Cost $568.90 Unrealized -0.5%
A Agilent Technologies 0.0%
Value ($000) $272 Shares 2,322 Est. Cost $117.22 Unrealized +14.3%
RPG Invesco S&P 500 Pure Growth 0.0%
Value ($000) $271 Shares 7,081 Est. Cost $55.32 Unrealized
EA Electronic Arts 0.0%
Value ($000) $269 Shares 1,859 Est. Cost $97.16 Unrealized +38.4%
VVV Valvoline Inc 0.0%
Value ($000) $268 Shares 7,712 Est. Cost $31.10 Unrealized +17.4%
BNL Broadstone Net Lease Inc 0.0%
Value ($000) $267 Shares 15,695 Est. Cost $23.38 Unrealized
FELV Fidelity Enhanced LC Val ETF 0.0%
Value ($000) $264 Shares 8,600 Est. Cost $30.74 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $264 Shares 602 Est. Cost $322.57 Unrealized +36.9%
WBS Webster Financial 0.0%
Value ($000) $263 Shares 5,107 Est. Cost $43.21 Unrealized +28.8%
DGX Quest Diagnostics 0.0%
Value ($000) $262 Shares 1,548 Est. Cost $62.67 Unrealized +158.4%
IJK iShares S&P Midcap 400 Growth 0.0%
Value ($000) $259 Shares 3,108 Est. Cost $76.54 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $256 Shares 2,318 Est. Cost $82.45 Unrealized +15.5%
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $256 Shares 1,455 Est. Cost $137.84 Unrealized
Kellanova 0.0%
Value ($000) $256 Shares 3,099 Est. Cost $46.84 Unrealized +70.8%
HEI Heico Corp 0.0%
Value ($000) $254 Shares 952 Est. Cost $143.04 Unrealized +70.2%
DELL Dell Technologies - C 0.0%
Value ($000) $254 Shares 2,789 Est. Cost $68.63 Unrealized +51.9%
MET Metlife Inc 0.0%
Value ($000) $253 Shares 3,151 Est. Cost $59.21 Unrealized +37.1%
DEO Diageo Plc ADR 0.0%
Value ($000) $252 Shares 2,400 Est. Cost $165.08 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $250 Shares 16,231 Est. Cost $7.83 Unrealized +147.9%
AGCO Agco Corp 0.0%
Value ($000) $246 Shares 2,662 Est. Cost $96.53 Unrealized 0.0%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $246 Shares 1,666 Est. Cost $125.08 Unrealized +10.1%
WES Western Midstream Partners LP 0.0%
Value ($000) $245 Shares 5,993 Est. Cost $39.57 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $244 Shares 4,869 Est. Cost $58.41 Unrealized -6.9%
VMC Vulcan Materials 0.0%
Value ($000) $244 Shares 1,045 Est. Cost $181.60 Unrealized +38.9%
SCHC Schwab International Small Cap 0.0%
Value ($000) $242 Shares 6,756 Est. Cost $35.58 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $241 Shares 12,990 Est. Cost $14.28 Unrealized
CAVA CAVA Group Inc 0.0%
Value ($000) $241 Shares 2,790 Est. Cost $108.42 Unrealized 0.0%
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $240 Shares 2,458 Est. Cost $90.06 Unrealized
HOOD Robinhood Markets 0.0%
Value ($000) $239 Shares 5,740 Est. Cost $32.29 Unrealized +47.2%
EQNR Equinor Asa Spon Adr 0.0%
Value ($000) $236 Shares 8,919 Est. Cost $23.69 Unrealized
ELV Elevance Health Inc 0.0%
Value ($000) $233 Shares 535 Est. Cost $394.28 Unrealized 0.0%
MCK McKesson 0.0%
Value ($000) $232 Shares 344 Est. Cost $615.89 Unrealized 0.0%
CCOI Cogent Communications Group 0.0%
Value ($000) $230 Shares 3,754 Est. Cost $36.41 Unrealized +90.3%
GATX GATX Corp 0.0%
Value ($000) $227 Shares 1,465 Est. Cost $146.33 Unrealized +7.4%
XYZ Block Inc Class A 0.0%
Value ($000) $226 Shares 4,162 Est. Cost $147.55 Unrealized -49.4%
F Ford Motor 0.0%
Value ($000) $226 Shares 22,502 Est. Cost $9.87 Unrealized -6.4%
PLD Prologis Inc 0.0%
Value ($000) $225 Shares 2,012 Est. Cost $112.09 Unrealized -0.2%
CMS CMS Energy 0.0%
Value ($000) $222 Shares 2,950 Est. Cost $68.05 Unrealized 0.0%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $220 Shares 857 Est. Cost $263.78 Unrealized
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $210 Shares 2,183 Est. Cost $37.65 Unrealized +145.1%
DRI Darden Restaurants 0.0%
Value ($000) $208 Shares 1,003 Est. Cost $188.66 Unrealized 0.0%
PNR Pentair Plc 0.0%
Value ($000) $208 Shares 2,375 Est. Cost $84.45 Unrealized +11.9%
EQWL Invesco S&P 100 Equal Weight 0.0%
Value ($000) $206 Shares 1,996 Est. Cost $102.32 Unrealized
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $202 Shares 2,711 Est. Cost $63.69 Unrealized +15.6%
Lexington Realty Trust 0.0%
Value ($000) $159 Shares 18,350 Est. Cost $10.12 Unrealized
CGTX Cognition Therapeutics Inc 0.0%
Value ($000) $5 Shares 11,722 Est. Cost $0.59 Unrealized 0.0%