PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 31, 2025

Total Value ($000): $1,701,710 (100.0% shares, 0.0% debt)

Holdings (344)

AAPL APPLE INC 10.2%
Value ($000) $172,809 Shares 678,668 Est. Cost $85.80 Unrealized +162.9%
MSFT MICROSOFT CORP 4.7%
Value ($000) $80,387 Shares 155,202 Est. Cost $58.14 Unrealized +775.0%
IXN ISHARES TR 3.2%
Value ($000) $54,698 Shares 529,964 Est. Cost $65.55 Unrealized
GOOGL ALPHABET INC 3.1%
Value ($000) $52,139 Shares 214,474 Est. Cost $108.47 Unrealized +92.9%
VGSH VANGUARD SCOTTSDALE FDS 2.8%
Value ($000) $47,532 Shares 807,675 Est. Cost $58.54 Unrealized
SW SMURFIT WESTROCK PLC 2.4%
Value ($000) $40,279 Shares 946,185 Est. Cost $43.84 Unrealized +2.7%
ABBV ABBVIE INC 2.3%
Value ($000) $39,622 Shares 171,125 Est. Cost $161.99 Unrealized +24.7%
JPM JPMORGAN CHASE & CO. 2.3%
Value ($000) $39,596 Shares 125,529 Est. Cost $49.87 Unrealized +493.4%
PGR PROGRESSIVE CORP 2.1%
Value ($000) $35,761 Shares 144,811 Est. Cost $37.04 Unrealized +525.6%
V VISA INC 2.1%
Value ($000) $35,415 Shares 103,741 Est. Cost $272.36 Unrealized +26.7%
RTX RTX CORPORATION 1.5%
Value ($000) $25,642 Shares 153,243 Est. Cost $59.75 Unrealized +158.2%
WMT WALMART INC 1.4%
Value ($000) $23,937 Shares 232,263 Est. Cost $51.11 Unrealized +94.2%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $21,825 Shares 23,579 Est. Cost $120.56 Unrealized +693.6%
TJX TJX COS INC NEW 1.3%
Value ($000) $21,753 Shares 150,496 Est. Cost $47.80 Unrealized +176.7%
OEF ISHARES TR 1.2%
Value ($000) $20,833 Shares 62,591 Est. Cost $257.67 Unrealized
TSCO TRACTOR SUPPLY CO 1.2%
Value ($000) $20,394 Shares 358,610 Est. Cost $46.52 Unrealized +25.8%
LECO LINCOLN ELEC HLDGS INC 1.2%
Value ($000) $20,348 Shares 86,281 Est. Cost $181.09 Unrealized +29.3%
ABT ABBOTT LABS 1.2%
Value ($000) $19,740 Shares 147,381 Est. Cost $56.79 Unrealized +130.0%
GOOG ALPHABET INC 1.1%
Value ($000) $19,503 Shares 80,079 Est. Cost $108.26 Unrealized +93.9%
LPX LOUISIANA PAC CORP 1.1%
Value ($000) $19,177 Shares 215,861 Est. Cost $33.57 Unrealized +175.0%
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $18,983 Shares 332,449 Est. Cost $54.12 Unrealized
GSST GOLDMAN SACHS ETF TR 1.1%
Value ($000) $18,745 Shares 369,729 Est. Cost $50.40 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $18,159 Shares 52,589 Est. Cost $268.14 Unrealized +11.5%
COP CONOCOPHILLIPS 1.0%
Value ($000) $17,591 Shares 185,971 Est. Cost $50.14 Unrealized +86.0%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $16,835 Shares 90,795 Est. Cost $83.85 Unrealized +102.2%
HELO J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $16,395 Shares 252,238 Est. Cost $57.62 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $15,528 Shares 194,276 Est. Cost $77.64 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $15,436 Shares 136,904 Est. Cost $75.61 Unrealized +45.1%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $15,398 Shares 23,113 Est. Cost $224.08 Unrealized
IYF ISHARES TR 0.9%
Value ($000) $14,777 Shares 116,682 Est. Cost $70.59 Unrealized
PHM PULTE GROUP INC 0.8%
Value ($000) $13,687 Shares 103,589 Est. Cost $21.92 Unrealized +464.8%
HEDJ WISDOMTREE TR 0.8%
Value ($000) $13,512 Shares 268,095 Est. Cost $48.21 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $13,290 Shares 200,391 Est. Cost $41.10 Unrealized +65.3%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $13,093 Shares 21,380 Est. Cost $380.99 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $12,419 Shares 16,276 Est. Cost $298.72 Unrealized +148.5%
GPIQ GOLDMAN SACHS ETF TR 0.7%
Value ($000) $11,892 Shares 226,689 Est. Cost $48.40 Unrealized
KRE SPDR SERIES TRUST 0.7%
Value ($000) $11,808 Shares 186,533 Est. Cost $56.01 Unrealized
MGC VANGUARD WORLD FD 0.7%
Value ($000) $11,300 Shares 46,293 Est. Cost $225.33 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $11,257 Shares 149,125 Est. Cost $55.40 Unrealized +30.3%
EUAD SPINNAKER ETF SERIES 0.6%
Value ($000) $10,935 Shares 232,800 Est. Cost $43.59 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $10,901 Shares 65,524 Est. Cost $75.58 Unrealized +108.0%
INTU INTUIT 0.6%
Value ($000) $10,680 Shares 15,639 Est. Cost $135.24 Unrealized +432.0%
HD HOME DEPOT INC 0.6%
Value ($000) $10,585 Shares 26,123 Est. Cost $93.83 Unrealized +314.7%
GLD SPDR GOLD TR 0.6%
Value ($000) $10,422 Shares 29,318 Est. Cost $301.97 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $10,390 Shares 47,318 Est. Cost $150.80 Unrealized +50.1%
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $10,215 Shares 107,001 Est. Cost $62.52 Unrealized +51.2%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $9,674 Shares 52,656 Est. Cost $73.15 Unrealized +164.2%
EW EDWARDS LIFESCIENCES CORP 0.6%
Value ($000) $9,625 Shares 123,764 Est. Cost $59.81 Unrealized +30.6%
AOS SMITH A O CORP 0.6%
Value ($000) $9,552 Shares 130,112 Est. Cost $32.44 Unrealized +118.4%
MRK MERCK & CO INC 0.5%
Value ($000) $9,164 Shares 109,188 Est. Cost $96.81 Unrealized -16.3%
ADBE ADOBE INC 0.5%
Value ($000) $9,110 Shares 25,827 Est. Cost $155.13 Unrealized +131.3%
NGVT INGEVITY CORP 0.5%
Value ($000) $9,109 Shares 165,051 Est. Cost $40.29 Unrealized +29.1%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value ($000) $8,572 Shares 79,513 Est. Cost $85.97 Unrealized +16.9%
HON HONEYWELL INTL INC 0.5%
Value ($000) $8,485 Shares 40,307 Est. Cost $75.07 Unrealized +175.9%
CSCO CISCO SYS INC 0.5%
Value ($000) $8,390 Shares 122,624 Est. Cost $24.50 Unrealized +175.0%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $8,332 Shares 124,240 Est. Cost $63.37 Unrealized +11.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $8,188 Shares 52,728 Est. Cost $83.51 Unrealized +82.3%
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $7,997 Shares 30,824 Est. Cost $94.49 Unrealized +185.8%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $7,674 Shares 62,014 Est. Cost $57.82 Unrealized +107.2%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $7,352 Shares 45,441 Est. Cost $119.38 Unrealized +35.2%
PEP PEPSICO INC 0.4%
Value ($000) $7,174 Shares 51,080 Est. Cost $81.16 Unrealized +73.0%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $7,102 Shares 25,195 Est. Cost $211.36 Unrealized
BA BOEING CO 0.4%
Value ($000) $7,021 Shares 32,528 Est. Cost $193.37 Unrealized +16.6%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $6,952 Shares 37,260 Est. Cost $95.59 Unrealized +82.3%
CNI CANADIAN NATL RY CO 0.4%
Value ($000) $6,701 Shares 71,056 Est. Cost $42.84 Unrealized +124.1%
AVGO BROADCOM INC 0.4%
Value ($000) $6,326 Shares 19,176 Est. Cost $147.42 Unrealized +107.4%
LOW LOWES COS INC 0.4%
Value ($000) $6,224 Shares 24,765 Est. Cost $57.07 Unrealized +327.9%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $6,142 Shares 44,136 Est. Cost $147.73 Unrealized
BOND PIMCO ETF TR 0.4%
Value ($000) $6,098 Shares 65,325 Est. Cost $92.60 Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $5,890 Shares 19,605 Est. Cost $81.56 Unrealized +238.4%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $5,726 Shares 13,436 Est. Cost $303.67 Unrealized +27.3%
IVV ISHARES TR 0.3%
Value ($000) $5,591 Shares 8,353 Est. Cost $479.14 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $5,583 Shares 36,202 Est. Cost $128.89 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $5,582 Shares 107,219 Est. Cost $53.83 Unrealized
DXCM DEXCOM INC 0.3%
Value ($000) $5,568 Shares 82,751 Est. Cost $78.72 Unrealized +0.5%
EFA ISHARES TR 0.3%
Value ($000) $5,093 Shares 54,544 Est. Cost $89.68 Unrealized
IGV ISHARES TR 0.3%
Value ($000) $5,016 Shares 43,612 Est. Cost $88.99 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $4,928 Shares 28,505 Est. Cost $120.48 Unrealized +40.0%
MS MORGAN STANLEY 0.3%
Value ($000) $4,794 Shares 30,158 Est. Cost $27.22 Unrealized +438.0%
TFC TRUIST FINL CORP 0.3%
Value ($000) $4,766 Shares 104,238 Est. Cost $41.18 Unrealized +7.7%
SHY ISHARES TR 0.3%
Value ($000) $4,724 Shares 56,940 Est. Cost $82.25 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $4,427 Shares 9,027 Est. Cost $298.27 Unrealized +52.5%
GE GE AEROSPACE 0.3%
Value ($000) $4,425 Shares 14,710 Est. Cost $86.86 Unrealized +213.9%
C CITIGROUP INC 0.3%
Value ($000) $4,274 Shares 42,108 Est. Cost $55.53 Unrealized +69.5%
BAC BANK AMERICA CORP 0.2%
Value ($000) $4,203 Shares 81,476 Est. Cost $17.49 Unrealized +176.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $4,002 Shares 26,048 Est. Cost $88.20 Unrealized +75.6%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,873 Shares 20,415 Est. Cost $147.32 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $3,802 Shares 96,945 Est. Cost $35.09 Unrealized +23.1%
IWM ISHARES TR 0.2%
Value ($000) $3,787 Shares 15,653 Est. Cost $177.26 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $3,772 Shares 6,134 Est. Cost $258.00 Unrealized +134.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,758 Shares 7,476 Est. Cost $287.99 Unrealized +68.2%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,523 Shares 126,269 Est. Cost $33.01 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $3,499 Shares 4,393 Est. Cost $333.89 Unrealized +120.1%
ITA ISHARES TR 0.2%
Value ($000) $3,446 Shares 16,469 Est. Cost $173.42 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,416 Shares 76,637 Est. Cost $44.58 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,118 Shares 5,481 Est. Cost $112.23 Unrealized +411.0%
NVS NOVARTIS AG 0.2%
Value ($000) $3,068 Shares 23,927 Est. Cost $74.24 Unrealized
NKE NIKE INC 0.2%
Value ($000) $3,032 Shares 43,486 Est. Cost $52.64 Unrealized +40.2%
ORCL ORACLE CORP 0.2%
Value ($000) $2,973 Shares 10,570 Est. Cost $75.97 Unrealized +234.6%
ETN EATON CORP PLC 0.2%
Value ($000) $2,972 Shares 7,940 Est. Cost $49.97 Unrealized +627.0%
PINNACLE FINL PARTNERS INC 0.2%
Value ($000) $2,865 Shares 30,546 Est. Cost $85.88 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,856 Shares 32,748 Est. Cost $55.61 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $2,846 Shares 12,404 Est. Cost $47.96 Unrealized +386.4%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,770 Shares 23,399 Est. Cost $81.71 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2,706 Shares 8,905 Est. Cost $145.04 Unrealized +107.8%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,603 Shares 5,428 Est. Cost $262.79 Unrealized
VMC VULCAN MATLS CO 0.1%
Value ($000) $2,552 Shares 8,297 Est. Cost $118.65 Unrealized +138.7%
MBND SSGA ACTIVE TR 0.1%
Value ($000) $2,540 Shares 92,850 Est. Cost $27.53 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $2,516 Shares 18,498 Est. Cost $66.22 Unrealized +90.9%
MMM 3M CO 0.1%
Value ($000) $2,467 Shares 15,897 Est. Cost $78.33 Unrealized +95.5%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,464 Shares 48,576 Est. Cost $50.67 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2,419 Shares 2,018 Est. Cost $40.38 Unrealized +202.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,336 Shares 3,833 Est. Cost $151.53 Unrealized +271.7%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $2,334 Shares 88,508 Est. Cost $17.79 Unrealized +43.5%
XYL XYLEM INC 0.1%
Value ($000) $2,331 Shares 15,805 Est. Cost $118.27 Unrealized +16.7%
EWG ISHARES INC 0.1%
Value ($000) $2,315 Shares 55,625 Est. Cost $42.17 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,257 Shares 3,759 Est. Cost $269.61 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $2,191 Shares 10,700 Est. Cost $99.25 Unrealized +82.2%
ECL ECOLAB INC 0.1%
Value ($000) $2,167 Shares 7,912 Est. Cost $164.85 Unrealized +64.0%
MBS ANGEL OAK FUNDS TRUST 0.1%
Value ($000) $2,166 Shares 248,254 Est. Cost $8.72 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $2,149 Shares 11,047 Est. Cost $194.50 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $2,143 Shares 9,089 Est. Cost $182.05 Unrealized +25.4%
ZTS ZOETIS INC 0.1%
Value ($000) $2,108 Shares 14,404 Est. Cost $183.37 Unrealized -17.9%
EWJ ISHARES INC 0.1%
Value ($000) $2,076 Shares 25,881 Est. Cost $76.35 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $2,044 Shares 33,411 Est. Cost $48.14 Unrealized +21.1%
IYW ISHARES TR 0.1%
Value ($000) $2,012 Shares 10,273 Est. Cost $89.76 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $1,996 Shares 19,044 Est. Cost $103.37 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,979 Shares 20,881 Est. Cost $44.39 Unrealized +107.8%
IYG ISHARES TR 0.1%
Value ($000) $1,970 Shares 21,976 Est. Cost $69.46 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $1,922 Shares 20,200 Est. Cost $92.84 Unrealized
IHE ISHARES TR 0.1%
Value ($000) $1,914 Shares 26,383 Est. Cost $75.13 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $1,912 Shares 19,886 Est. Cost $94.86 Unrealized
BILZ PIMCO ETF TR 0.1%
Value ($000) $1,910 Shares 18,878 Est. Cost $101.16 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,897 Shares 21,232 Est. Cost $94.15 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,841 Shares 28,318 Est. Cost $58.58 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,839 Shares 34,131 Est. Cost $43.06 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,822 Shares 32,832 Est. Cost $83.49 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $1,803 Shares 16,322 Est. Cost $110.49 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,777 Shares 3,725 Est. Cost $147.40 Unrealized +188.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,756 Shares 6,224 Est. Cost $121.65 Unrealized +113.4%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $1,730 Shares 30,489 Est. Cost $38.88 Unrealized +46.2%
IWL ISHARES TR 0.1%
Value ($000) $1,646 Shares 9,909 Est. Cost $166.10 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $1,623 Shares 14,173 Est. Cost $122.33 Unrealized -11.5%
UNP UNION PAC CORP 0.1%
Value ($000) $1,602 Shares 6,777 Est. Cost $113.07 Unrealized +97.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,586 Shares 4,774 Est. Cost $76.17 Unrealized +315.6%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $1,582 Shares 11,363 Est. Cost $86.81 Unrealized +61.3%
IUSG ISHARES TR 0.1%
Value ($000) $1,581 Shares 9,610 Est. Cost $127.83 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $1,568 Shares 28,653 Est. Cost $76.66 Unrealized -34.8%
DVY ISHARES TR 0.1%
Value ($000) $1,545 Shares 10,873 Est. Cost $102.20 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,545 Shares 5,264 Est. Cost $52.98 Unrealized +462.1%
PFE PFIZER INC 0.1%
Value ($000) $1,545 Shares 60,634 Est. Cost $20.28 Unrealized +19.1%
KR KROGER CO 0.1%
Value ($000) $1,498 Shares 22,217 Est. Cost $27.42 Unrealized +151.9%
META META PLATFORMS INC 0.1%
Value ($000) $1,493 Shares 2,033 Est. Cost $272.23 Unrealized +173.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,470 Shares 10,913 Est. Cost $118.00 Unrealized +33.5%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $1,463 Shares 8,222 Est. Cost $60.66 Unrealized +230.3%
MTUM ISHARES TR 0.1%
Value ($000) $1,462 Shares 5,702 Est. Cost $256.45 Unrealized
GLW CORNING INC 0.1%
Value ($000) $1,452 Shares 17,696 Est. Cost $22.88 Unrealized +184.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,439 Shares 2,882 Est. Cost $331.66 Unrealized +35.1%
IWY ISHARES TR 0.1%
Value ($000) $1,429 Shares 5,221 Est. Cost $273.65 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,416 Shares 28,625 Est. Cost $42.22 Unrealized
PLNT PLANET FITNESS INC 0.1%
Value ($000) $1,413 Shares 13,610 Est. Cost $66.87 Unrealized +59.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,375 Shares 11,054 Est. Cost $70.76 Unrealized +79.2%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,349 Shares 13,008 Est. Cost $64.08 Unrealized +61.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,346 Shares 8,296 Est. Cost $60.90 Unrealized +171.2%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $1,345 Shares 2,460 Est. Cost $378.20 Unrealized +35.5%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,340 Shares 5,597 Est. Cost $122.38 Unrealized +96.4%
INTC INTEL CORP 0.1%
Value ($000) $1,333 Shares 39,736 Est. Cost $24.82 Unrealized -2.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,324 Shares 10,090 Est. Cost $54.60 Unrealized +148.1%
LIN LINDE PLC 0.1%
Value ($000) $1,267 Shares 2,667 Est. Cost $335.14 Unrealized +40.4%
IWB ISHARES TR 0.1%
Value ($000) $1,216 Shares 3,328 Est. Cost $365.48 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $1,198 Shares 9,355 Est. Cost $113.14 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,183 Shares 10,334 Est. Cost $102.66 Unrealized +14.0%
CCJ CAMECO CORP 0.1%
Value ($000) $1,181 Shares 14,085 Est. Cost $49.13 Unrealized +57.5%
IJH ISHARES TR 0.1%
Value ($000) $1,124 Shares 17,220 Est. Cost $71.50 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,123 Shares 11,790 Est. Cost $80.47 Unrealized +13.4%
EQWL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,123 Shares 9,789 Est. Cost $114.68 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $1,092 Shares 7,500 Est. Cost $138.49 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $1,082 Shares 18,124 Est. Cost $17.49 Unrealized +286.7%
TSLA TESLA INC 0.1%
Value ($000) $1,056 Shares 2,376 Est. Cost $196.73 Unrealized +76.3%
MBLY MOBILEYE GLOBAL INC 0.1%
Value ($000) $1,053 Shares 74,570 Est. Cost $27.80 Unrealized -46.5%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,021 Shares 3,922 Est. Cost $52.98 Unrealized +404.9%
GM GENERAL MTRS CO 0.1%
Value ($000) $993 Shares 16,294 Est. Cost $40.92 Unrealized +35.8%
DE DEERE & CO 0.1%
Value ($000) $986 Shares 2,157 Est. Cost $267.22 Unrealized +83.2%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $985 Shares 5,040 Est. Cost $85.87 Unrealized +121.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $982 Shares 22,341 Est. Cost $35.56 Unrealized +19.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $978 Shares 4,530 Est. Cost $117.04 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $932 Shares 2,880 Est. Cost $76.30 Unrealized +335.1%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $917 Shares 12,482 Est. Cost $50.73 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $913 Shares 7,459 Est. Cost $111.50 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $908 Shares 9,400 Est. Cost $96.55 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $896 Shares 6,080 Est. Cost $60.86 Unrealized +126.5%
IWF ISHARES TR 0.1%
Value ($000) $888 Shares 1,895 Est. Cost $298.33 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $885 Shares 2,135 Est. Cost $321.16 Unrealized +21.0%
UNM UNUM GROUP 0.1%
Value ($000) $862 Shares 11,077 Est. Cost $32.63 Unrealized +129.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $860 Shares 31,488 Est. Cost $38.91 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $859 Shares 19,049 Est. Cost $46.73 Unrealized -2.6%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $853 Shares 914 Est. Cost $167.28 Unrealized +87.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $847 Shares 4,197 Est. Cost $109.09 Unrealized +51.5%
AMGN AMGEN INC 0.0%
Value ($000) $840 Shares 2,978 Est. Cost $174.66 Unrealized +64.1%
AMLP ALPS ETF TR 0.0%
Value ($000) $833 Shares 17,744 Est. Cost $47.46 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $830 Shares 5,107 Est. Cost $162.48 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $828 Shares 2,537 Est. Cost $326.36 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $814 Shares 7,620 Est. Cost $104.73 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $810 Shares 25,784 Est. Cost $31.92 Unrealized +3.9%
SEIC SEI INVTS CO 0.0%
Value ($000) $798 Shares 9,400 Est. Cost $59.56 Unrealized +48.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $796 Shares 2,851 Est. Cost $199.71 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $795 Shares 10,581 Est. Cost $73.46 Unrealized +1.5%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $794 Shares 8,750 Est. Cost $25.91 Unrealized +230.2%
IDV ISHARES TR 0.0%
Value ($000) $776 Shares 21,239 Est. Cost $29.73 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $776 Shares 2,047 Est. Cost $378.94 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $773 Shares 10,680 Est. Cost $79.67 Unrealized -8.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $771 Shares 2,827 Est. Cost $126.19 Unrealized +126.2%
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $769 Shares 69,625 Est. Cost $6.53 Unrealized +67.2%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $768 Shares 4,586 Est. Cost $266.63 Unrealized -34.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $766 Shares 11,599 Est. Cost $25.14 Unrealized +144.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $754 Shares 1 Est. Cost $729330.75 Unrealized -0.3%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $735 Shares 984 Est. Cost $524.34 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $722 Shares 8,558 Est. Cost $86.08 Unrealized +2.7%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $715 Shares 2,178 Est. Cost $217.92 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $708 Shares 9,725 Est. Cost $34.92 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $702 Shares 11,087 Est. Cost $29.11 Unrealized +98.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $701 Shares 3,644 Est. Cost $186.13 Unrealized +9.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $691 Shares 2,028 Est. Cost $191.70 Unrealized +63.7%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $678 Shares 16,099 Est. Cost $43.82 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $659 Shares 3,950 Est. Cost $91.14 Unrealized +96.0%
ILCG ISHARES TR 0.0%
Value ($000) $649 Shares 6,222 Est. Cost $104.30 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $644 Shares 6,772 Est. Cost $82.44 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $638 Shares 6,367 Est. Cost $97.94 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $638 Shares 7,606 Est. Cost $34.47 Unrealized +133.5%
IEF ISHARES TR 0.0%
Value ($000) $635 Shares 6,583 Est. Cost $94.66 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $603 Shares 4,136 Est. Cost $145.88 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $584 Shares 5,826 Est. Cost $99.35 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $575 Shares 2,120 Est. Cost $240.31 Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $568 Shares 4,408 Est. Cost $149.47 Unrealized -17.1%
IJR ISHARES TR 0.0%
Value ($000) $565 Shares 4,759 Est. Cost $89.30 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $563 Shares 22,725 Est. Cost $22.66 Unrealized +11.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $556 Shares 6,950 Est. Cost $52.59 Unrealized +60.9%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $536 Shares 11,718 Est. Cost $36.54 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $535 Shares 10,603 Est. Cost $26.41 Unrealized +74.6%
TGT TARGET CORP 0.0%
Value ($000) $531 Shares 5,924 Est. Cost $75.64 Unrealized +27.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $515 Shares 16,130 Est. Cost $26.97 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $511 Shares 4,234 Est. Cost $96.40 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $506 Shares 17,878 Est. Cost $16.08 Unrealized +67.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $499 Shares 7,991 Est. Cost $42.25 Unrealized +50.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $496 Shares 1,508 Est. Cost $140.32 Unrealized +129.6%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $483 Shares 3,840 Est. Cost $131.70 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $474 Shares 9,406 Est. Cost $49.85 Unrealized -0.8%
IAT ISHARES TR 0.0%
Value ($000) $471 Shares 8,970 Est. Cost $29.56 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $458 Shares 14,497 Est. Cost $32.23 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $454 Shares 17,229 Est. Cost $42.10 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $450 Shares 1,532 Est. Cost $293.74 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $445 Shares 14,230 Est. Cost $24.71 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $441 Shares 3,479 Est. Cost $61.32 Unrealized +123.7%
BX BLACKSTONE INC 0.0%
Value ($000) $441 Shares 2,581 Est. Cost $100.00 Unrealized +69.5%
T AT&T INC 0.0%
Value ($000) $439 Shares 15,560 Est. Cost $15.98 Unrealized +75.6%
IEMG ISHARES INC 0.0%
Value ($000) $431 Shares 6,534 Est. Cost $65.92 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $425 Shares 8,920 Est. Cost $47.67 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $424 Shares 4,861 Est. Cost $87.30 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $421 Shares 1,622 Est. Cost $270.47 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $415 Shares 4,272 Est. Cost $96.39 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $411 Shares 2,204 Est. Cost $165.15 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $407 Shares 4,070 Est. Cost $70.76 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $407 Shares 2,229 Est. Cost $117.28 Unrealized +38.2%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $402 Shares 866 Est. Cost $322.17 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $399 Shares 7,295 Est. Cost $54.76 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $395 Shares 15,017 Est. Cost $34.06 Unrealized
IEZ ISHARES TR 0.0%
Value ($000) $395 Shares 20,455 Est. Cost $19.69 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $387 Shares 5,400 Est. Cost $81.48 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $387 Shares 5,410 Est. Cost $59.47 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $386 Shares 2,064 Est. Cost $221.95 Unrealized -17.1%
IWO ISHARES TR 0.0%
Value ($000) $386 Shares 1,205 Est. Cost $270.80 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $380 Shares 3,401 Est. Cost $41.15 Unrealized +153.2%
CACI CACI INTL INC 0.0%
Value ($000) $374 Shares 750 Est. Cost $239.05 Unrealized +102.2%
IWN ISHARES TR 0.0%
Value ($000) $372 Shares 2,101 Est. Cost $119.41 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $358 Shares 6,710 Est. Cost $47.44 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $357 Shares 14,548 Est. Cost $16.05 Unrealized +36.3%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $345 Shares 4,395 Est. Cost $38.12 Unrealized +107.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $339 Shares 4,008 Est. Cost $62.29 Unrealized +42.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $337 Shares 1,208 Est. Cost $212.73 Unrealized +25.0%
XPO XPO INC 0.0%
Value ($000) $336 Shares 2,600 Est. Cost $22.21 Unrealized +484.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $332 Shares 6,120 Est. Cost $41.89 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $331 Shares 1,555 Est. Cost $185.05 Unrealized +17.7%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $328 Shares 2,344 Est. Cost $131.14 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $326 Shares 2,315 Est. Cost $112.97 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $320 Shares 3,505 Est. Cost $47.48 Unrealized +89.8%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $318 Shares 12,385 Est. Cost $32.37 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $309 Shares 13,408 Est. Cost $31.88 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $307 Shares 4,264 Est. Cost $64.43 Unrealized +19.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $304 Shares 626 Est. Cost $356.24 Unrealized +30.5%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $303 Shares 2,328 Est. Cost $81.18 Unrealized +45.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $300 Shares 1,760 Est. Cost $122.26 Unrealized +20.9%
BLK BLACKROCK INC 0.0%
Value ($000) $300 Shares 257 Est. Cost $990.48 Unrealized +11.9%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $291 Shares 1,702 Est. Cost $104.70 Unrealized +52.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $290 Shares 588 Est. Cost $565.30 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $288 Shares 6,123 Est. Cost $45.71 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $286 Shares 12,275 Est. Cost $26.87 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $283 Shares 955 Est. Cost $220.43 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $280 Shares 11,133 Est. Cost $37.68 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $279 Shares 573 Est. Cost $343.57 Unrealized +55.4%
MUB ISHARES TR 0.0%
Value ($000) $276 Shares 2,595 Est. Cost $107.60 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $276 Shares 4,087 Est. Cost $70.99 Unrealized -6.5%
NUE NUCOR CORP 0.0%
Value ($000) $271 Shares 1,998 Est. Cost $109.20 Unrealized +28.7%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $265 Shares 8,395 Est. Cost $31.51 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $264 Shares 3,867 Est. Cost $70.09 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $262 Shares 1,498 Est. Cost $167.67 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $254 Shares 3,627 Est. Cost $69.95 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $247 Shares 7,891 Est. Cost $27.00 Unrealized +17.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $247 Shares 1,149 Est. Cost $189.83 Unrealized +5.5%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $245 Shares 6,550 Est. Cost $35.86 Unrealized +23.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $243 Shares 1,712 Est. Cost $97.82 Unrealized +32.1%
ACWV ISHARES INC 0.0%
Value ($000) $242 Shares 2,018 Est. Cost $119.92 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $239 Shares 16,566 Est. Cost $13.92 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $238 Shares 2,086 Est. Cost $113.88 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $237 Shares 6,691 Est. Cost $32.65 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $237 Shares 6,035 Est. Cost $38.94 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $237 Shares 1,251 Est. Cost $173.98 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $234 Shares 1,148 Est. Cost $157.84 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $232 Shares 1,984 Est. Cost $117.13 Unrealized -1.5%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $230 Shares 3,097 Est. Cost $74.37 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $230 Shares 3,570 Est. Cost $61.57 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $229 Shares 3,900 Est. Cost $94.46 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $227 Shares 7,287 Est. Cost $44.02 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $226 Shares 1,267 Est. Cost $178.73 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $226 Shares 5,024 Est. Cost $40.50 Unrealized +7.1%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $224 Shares 5,208 Est. Cost $40.02 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $223 Shares 797 Est. Cost $269.33 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $222 Shares 3,695 Est. Cost $105.90 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $222 Shares 4,655 Est. Cost $43.58 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $221 Shares 370 Est. Cost $566.48 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $219 Shares 992 Est. Cost $192.37 Unrealized +16.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $219 Shares 6,372 Est. Cost $40.49 Unrealized -15.2%
MP MP MATERIALS CORP 0.0%
Value ($000) $219 Shares 3,264 Est. Cost $62.91 Unrealized 0.0%
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $217 Shares 4,075 Est. Cost $53.24 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $214 Shares 821 Est. Cost $257.33 Unrealized -0.0%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $212 Shares 902 Est. Cost $234.96 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $211 Shares 2,044 Est. Cost $99.84 Unrealized +9.1%
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $210 Shares 18,693 Est. Cost $11.00 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $209 Shares 2,342 Est. Cost $93.30 Unrealized
BP BP PLC 0.0%
Value ($000) $208 Shares 6,050 Est. Cost $41.52 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $208 Shares 12,050 Est. Cost $9.56 Unrealized +75.9%
IVE ISHARES TR 0.0%
Value ($000) $207 Shares 1,000 Est. Cost $173.89 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $202 Shares 4,317 Est. Cost $46.71 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $139 Shares 12,575 Est. Cost $11.91 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $90 Shares 18,650 Est. Cost $4.66 Unrealized