Bell Bank Diversified Active

CIK: 0001002672 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 11, 2022

Total Value ($000): $781,911 (100.0% shares, 0.0% debt)

Holdings (181)

QQQ INVESCO QQQ TR 15.6%
Value ($000) $121,667 Shares 455,239 Est. Cost $209.63 Unrealized
IEFA ISHARES TR 14.4%
Value ($000) $112,914 Shares 2,143,805 Est. Cost $64.67 Unrealized
VOO VANGUARD INDEX FDS 4.8%
Value ($000) $37,430 Shares 114,011 Est. Cost $333.50 Unrealized
VYM VANGUARD WHITEHALL FDS 4.5%
Value ($000) $34,865 Shares 367,469 Est. Cost $107.27 Unrealized
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $28,723 Shares 80,415 Est. Cost $247.33 Unrealized
AGG ISHARES TR 3.5%
Value ($000) $27,676 Shares 287,279 Est. Cost $112.95 Unrealized
XLF SELECT SECTOR SPDR TR 2.7%
Value ($000) $21,352 Shares 703,309 Est. Cost $29.92 Unrealized
VTI VANGUARD INDEX FDS 2.2%
Value ($000) $17,555 Shares 97,817 Est. Cost $232.28 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $14,734 Shares 198,362 Est. Cost $82.28 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $11,802 Shares 155,946 Est. Cost $93.14 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $9,830 Shares 73,242 Est. Cost $82.44 Unrealized +54.2%
CSCO CISCO SYS INC 1.2%
Value ($000) $9,589 Shares 239,724 Est. Cost $38.62 Unrealized +3.7%
SO SOUTHERN CO 1.2%
Value ($000) $9,023 Shares 132,685 Est. Cost $47.26 Unrealized +41.7%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $8,931 Shares 102,283 Est. Cost $46.31 Unrealized +75.7%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $8,892 Shares 144,131 Est. Cost $55.15 Unrealized +1.1%
INTC INTEL CORP 1.1%
Value ($000) $8,685 Shares 337,038 Est. Cost $39.98 Unrealized -19.2%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $8,543 Shares 52,885 Est. Cost $137.92 Unrealized +16.4%
RIO RIO TINTO PLC 1.1%
Value ($000) $8,287 Shares 150,506 Est. Cost $71.77 Unrealized
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $8,124 Shares 87,340 Est. Cost $73.00 Unrealized +28.8%
ARCC ARES CAPITAL CORP 1.0%
Value ($000) $8,048 Shares 476,766 Est. Cost $14.04 Unrealized -0.9%
HBAN HUNTINGTON BANCSHARES INC 1.0%
Value ($000) $7,997 Shares 606,754 Est. Cost $12.25 Unrealized -6.8%
AMGN AMGEN INC 1.0%
Value ($000) $7,992 Shares 35,455 Est. Cost $199.85 Unrealized +9.0%
KHC KRAFT HEINZ CO 1.0%
Value ($000) $7,908 Shares 237,115 Est. Cost $27.15 Unrealized +15.9%
LEG LEGGETT & PLATT INC 1.0%
Value ($000) $7,782 Shares 234,258 Est. Cost $36.80 Unrealized +3.2%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $7,767 Shares 65,376 Est. Cost $104.52 Unrealized +10.6%
VLO VALERO ENERGY CORP 1.0%
Value ($000) $7,640 Shares 71,498 Est. Cost $76.96 Unrealized +29.1%
LYB LYONDELLBASELL INDUSTRIES N 0.9%
Value ($000) $7,357 Shares 97,724 Est. Cost $64.48 Unrealized +4.7%
PRU PRUDENTIAL FINL INC 0.9%
Value ($000) $7,163 Shares 83,510 Est. Cost $74.53 Unrealized +9.3%
DOW DOW INC 0.9%
Value ($000) $6,942 Shares 158,028 Est. Cost $40.67 Unrealized +2.0%
T AT&T INC 0.8%
Value ($000) $6,480 Shares 422,435 Est. Cost $14.97 Unrealized +0.8%
TRP TC ENERGY CORP 0.8%
Value ($000) $6,420 Shares 159,335 Est. Cost $37.85 Unrealized +9.6%
NWL NEWELL BRANDS INC 0.8%
Value ($000) $6,180 Shares 444,900 Est. Cost $17.64 Unrealized -9.6%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $6,138 Shares 161,646 Est. Cost $37.82 Unrealized -5.4%
IP INTERNATIONAL PAPER CO 0.8%
Value ($000) $6,132 Shares 193,441 Est. Cost $33.70 Unrealized +3.9%
MSFT MICROSOFT CORP 0.8%
Value ($000) $6,052 Shares 25,984 Est. Cost $166.38 Unrealized +54.4%
GSK GSK PLC 0.7%
Value ($000) $5,358 Shares 182,066 Est. Cost $29.43 Unrealized
EXR EXTRA SPACE STORAGE INC 0.7%
Value ($000) $5,266 Shares 30,493 Est. Cost $26.60 Unrealized +514.4%
VTRS VIATRIS INC 0.6%
Value ($000) $4,816 Shares 565,307 Est. Cost $10.77 Unrealized -21.7%
HANESBRANDS INC 0.6%
Value ($000) $4,689 Shares 673,669 Est. Cost $13.01 Unrealized
RITM RITHM CAPITAL CORP 0.6%
Value ($000) $4,578 Shares 625,422 Est. Cost $9.52 Unrealized
AGNC AGNC INVT CORP 0.6%
Value ($000) $4,310 Shares 511,876 Est. Cost $13.63 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.5%
Value ($000) $3,700 Shares 308,845 Est. Cost $12.32 Unrealized 0.0%
AAPL APPLE INC 0.5%
Value ($000) $3,577 Shares 25,881 Est. Cost $94.30 Unrealized +63.6%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $3,368 Shares 27,747 Est. Cost $16.03 Unrealized -1.5%
AMZN AMAZON COM INC 0.4%
Value ($000) $3,323 Shares 29,399 Est. Cost $123.68 Unrealized +2.2%
MCD MCDONALDS CORP 0.4%
Value ($000) $3,228 Shares 13,992 Est. Cost $79.40 Unrealized +197.6%
STWD STARWOOD PPTY TR INC 0.4%
Value ($000) $3,140 Shares 172,346 Est. Cost $20.93 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,600 Shares 16,231 Est. Cost $37.45 Unrealized +317.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,589 Shares 5,126 Est. Cost $241.37 Unrealized +105.1%
DHR DANAHER CORPORATION 0.3%
Value ($000) $2,237 Shares 8,659 Est. Cost $155.61 Unrealized +54.7%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $2,231 Shares 32,033 Est. Cost $79.19 Unrealized -12.3%
BXMT BLACKSTONE MTG TR INC 0.3%
Value ($000) $2,178 Shares 93,336 Est. Cost $27.10 Unrealized
PSA PUBLIC STORAGE 0.3%
Value ($000) $2,169 Shares 7,408 Est. Cost $139.22 Unrealized +101.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value ($000) $2,149 Shares 40,376 Est. Cost $64.52 Unrealized 0.0%
GLOB GLOBANT S A 0.3%
Value ($000) $2,128 Shares 11,373 Est. Cost $97.89 Unrealized +110.7%
HEI HEICO CORP NEW 0.3%
Value ($000) $2,071 Shares 14,382 Est. Cost $79.61 Unrealized +88.3%
RITCHIE BROS AUCTIONEERS 0.2%
Value ($000) $1,888 Shares 30,219 Est. Cost $38.87 Unrealized
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $1,832 Shares 5,553 Est. Cost $192.20 Unrealized +75.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $1,794 Shares 104,573 Est. Cost $17.16 Unrealized
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $1,772 Shares 5,098 Est. Cost $262.08 Unrealized +41.9%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,741 Shares 12,497 Est. Cost $92.30 Unrealized +61.4%
AFL AFLAC INC 0.2%
Value ($000) $1,737 Shares 30,912 Est. Cost $31.94 Unrealized +70.8%
FAST FASTENAL CO 0.2%
Value ($000) $1,660 Shares 36,051 Est. Cost $14.90 Unrealized +55.7%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $1,652 Shares 6,714 Est. Cost $163.82 Unrealized +84.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,591 Shares 16,630 Est. Cost $108.00 Unrealized +1.9%
GOOG ALPHABET INC 0.2%
Value ($000) $1,522 Shares 15,834 Est. Cost $108.42 Unrealized +2.2%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $1,514 Shares 8,876 Est. Cost $110.25 Unrealized +65.8%
ROL ROLLINS INC 0.2%
Value ($000) $1,497 Shares 43,174 Est. Cost $28.52 Unrealized +21.1%
IRT INDEPENDENCE RLTY TR INC 0.2%
Value ($000) $1,472 Shares 88,006 Est. Cost $26.44 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,454 Shares 4,759 Est. Cost $390.08 Unrealized -10.9%
CRM SALESFORCE INC 0.2%
Value ($000) $1,440 Shares 10,015 Est. Cost $133.15 Unrealized +25.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,410 Shares 19,831 Est. Cost $45.14 Unrealized +38.0%
PECO PHILLIPS EDISON & CO INC 0.2%
Value ($000) $1,399 Shares 49,862 Est. Cost $34.28 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $1,360 Shares 21,611 Est. Cost $61.77 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,360 Shares 16,140 Est. Cost $48.55 Unrealized +61.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,347 Shares 12,884 Est. Cost $83.71 Unrealized +26.2%
FIVE FIVE BELOW INC 0.2%
Value ($000) $1,341 Shares 9,742 Est. Cost $95.07 Unrealized +38.1%
LOPE GRAND CANYON ED INC 0.2%
Value ($000) $1,312 Shares 15,954 Est. Cost $79.91 Unrealized +8.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,312 Shares 10,396 Est. Cost $102.11 Unrealized +27.9%
VEEV VEEVA SYS INC 0.2%
Value ($000) $1,274 Shares 7,729 Est. Cost $109.76 Unrealized +82.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,259 Shares 4,716 Est. Cost $286.81 Unrealized -0.8%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,258 Shares 26,130 Est. Cost $55.19 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,177 Shares 26,897 Est. Cost $28.00 Unrealized +44.3%
V VISA INC 0.2%
Value ($000) $1,176 Shares 6,618 Est. Cost $150.00 Unrealized +32.2%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,161 Shares 11,694 Est. Cost $43.55 Unrealized +99.6%
LIFE STORAGE INC 0.1%
Value ($000) $1,097 Shares 9,900 Est. Cost $87.95 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $1,050 Shares 2,782 Est. Cost $70.93 Unrealized +27.0%
AMEDISYS INC 0.1%
Value ($000) $1,036 Shares 10,701 Est. Cost $153.87 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,035 Shares 18,488 Est. Cost $51.43 Unrealized +9.0%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,032 Shares 22,548 Est. Cost $51.59 Unrealized
ANSYS INC 0.1%
Value ($000) $1,031 Shares 4,650 Est. Cost $173.63 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,014 Shares 27,876 Est. Cost $44.43 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $998 Shares 3,063 Est. Cost $367.58 Unrealized -0.1%
NOBL PROSHARES TR 0.1%
Value ($000) $915 Shares 14,875 Est. Cost $72.96 Unrealized
WK WORKIVA INC 0.1%
Value ($000) $914 Shares 11,742 Est. Cost $89.83 Unrealized -24.0%
AREC AMERICAN RES CORP 0.1%
Value ($000) $889 Shares 332,975 Est. Cost $1.78 Unrealized +37.3%
HD HOME DEPOT INC 0.1%
Value ($000) $879 Shares 3,185 Est. Cost $140.27 Unrealized +93.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.1%
Value ($000) $879 Shares 21,091 Est. Cost $42.47 Unrealized 0.0%
SPYD SPDR SER TR 0.1%
Value ($000) $878 Shares 24,763 Est. Cost $40.99 Unrealized
MMM 3M CO 0.1%
Value ($000) $874 Shares 7,912 Est. Cost $108.51 Unrealized -11.1%
ECL ECOLAB INC 0.1%
Value ($000) $870 Shares 6,023 Est. Cost $131.88 Unrealized +18.3%
BL BLACKLINE INC 0.1%
Value ($000) $853 Shares 14,236 Est. Cost $61.68 Unrealized +8.8%
XEL XCEL ENERGY INC 0.1%
Value ($000) $853 Shares 13,336 Est. Cost $42.67 Unrealized +52.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $809 Shares 10,327 Est. Cost $57.05 Unrealized +35.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $762 Shares 6,116 Est. Cost $41.48 Unrealized +176.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $728 Shares 18,319 Est. Cost $35.73 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $718 Shares 3,475 Est. Cost $192.65 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $692 Shares 3,343 Est. Cost $257.42 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $688 Shares 4,210 Est. Cost $117.53 Unrealized +30.1%
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $660 Shares 8,299 Est. Cost $83.59 Unrealized -1.7%
SUSA ISHARES TR 0.1%
Value ($000) $650 Shares 8,562 Est. Cost $103.86 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $644 Shares 4,485 Est. Cost $107.43 Unrealized +23.6%
ILMN ILLUMINA INC 0.1%
Value ($000) $631 Shares 3,309 Est. Cost $378.99 Unrealized -47.8%
LOW LOWES COS INC 0.1%
Value ($000) $616 Shares 3,278 Est. Cost $38.06 Unrealized +379.1%
HESS CORP 0.1%
Value ($000) $607 Shares 5,572 Est. Cost $53.00 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $560 Shares 1,969 Est. Cost $132.94 Unrealized +144.6%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $556 Shares 3,772 Est. Cost $63.10 Unrealized +148.7%
ESGD ISHARES TR 0.1%
Value ($000) $555 Shares 9,881 Est. Cost $74.10 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $546 Shares 1,689 Est. Cost $163.50 Unrealized +88.4%
NFLX NETFLIX INC 0.1%
Value ($000) $537 Shares 2,279 Est. Cost $32.96 Unrealized -32.6%
DE DEERE & CO 0.1%
Value ($000) $521 Shares 1,562 Est. Cost $189.10 Unrealized +72.7%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $509 Shares 16,848 Est. Cost $27.02 Unrealized +13.2%
PEP PEPSICO INC 0.1%
Value ($000) $504 Shares 3,086 Est. Cost $94.87 Unrealized +62.8%
OAK STR HEALTH INC 0.1%
Value ($000) $491 Shares 20,027 Est. Cost $39.46 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $475 Shares 5,283 Est. Cost $97.86 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $470 Shares 2,234 Est. Cost $218.58 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $465 Shares 5,892 Est. Cost $26.76 Unrealized +181.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $464 Shares 5,393 Est. Cost $188.17 Unrealized -53.0%
WMT WALMART INC 0.1%
Value ($000) $453 Shares 3,487 Est. Cost $43.21 Unrealized -2.8%
CERT CERTARA INC 0.1%
Value ($000) $444 Shares 33,421 Est. Cost $31.80 Unrealized -41.9%
OTTR OTTER TAIL CORP 0.1%
Value ($000) $436 Shares 7,086 Est. Cost $62.65 Unrealized +5.5%
IVV ISHARES TR 0.1%
Value ($000) $431 Shares 1,202 Est. Cost $375.44 Unrealized
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $421 Shares 2,138 Est. Cost $303.33 Unrealized -28.8%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $415 Shares 6,738 Est. Cost $91.37 Unrealized -20.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $414 Shares 2,420 Est. Cost $194.32 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $407 Shares 2,088 Est. Cost $281.61 Unrealized
IAC IAC INC 0.1%
Value ($000) $397 Shares 7,168 Est. Cost $122.25 Unrealized -53.9%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $394 Shares 1,281 Est. Cost $321.79 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $393 Shares 12,406 Est. Cost $36.87 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $372 Shares 2,137 Est. Cost $234.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $370 Shares 957 Est. Cost $304.08 Unrealized +25.2%
AMLP ALPS ETF TR 0.0%
Value ($000) $345 Shares 9,427 Est. Cost $24.67 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $343 Shares 3,553 Est. Cost $62.61 Unrealized +59.7%
MRK MERCK & CO INC 0.0%
Value ($000) $332 Shares 3,859 Est. Cost $56.11 Unrealized +43.3%
UNP UNION PAC CORP 0.0%
Value ($000) $309 Shares 1,587 Est. Cost $189.50 Unrealized +7.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $308 Shares 1,468 Est. Cost $226.47 Unrealized -1.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $303 Shares 10,345 Est. Cost $35.64 Unrealized -5.5%
BIIB BIOGEN INC 0.0%
Value ($000) $302 Shares 1,132 Est. Cost $230.17 Unrealized -7.7%
IGF ISHARES TR 0.0%
Value ($000) $293 Shares 7,000 Est. Cost $46.80 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $286 Shares 4,601 Est. Cost $64.77 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $285 Shares 17,268 Est. Cost $17.73 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $279 Shares 1,806 Est. Cost $117.17 Unrealized +29.4%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $271 Shares 16,303 Est. Cost $13.35 Unrealized +10.6%
USB US BANCORP DEL 0.0%
Value ($000) $266 Shares 6,598 Est. Cost $29.17 Unrealized +34.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $263 Shares 3,254 Est. Cost $90.37 Unrealized -10.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $255 Shares 3,177 Est. Cost $88.73 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $254 Shares 4,451 Est. Cost $45.03 Unrealized +24.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $251 Shares 530 Est. Cost $488.05 Unrealized +2.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $248 Shares 1,511 Est. Cost $107.54 Unrealized +60.1%
BP BP PLC 0.0%
Value ($000) $246 Shares 8,600 Est. Cost $41.38 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $244 Shares 3,992 Est. Cost $28.06 Unrealized +150.0%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $237 Shares 4,833 Est. Cost $49.04 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $234 Shares 2,576 Est. Cost $90.84 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $231 Shares 899 Est. Cost $297.74 Unrealized -7.7%
HSY HERSHEY CO 0.0%
Value ($000) $231 Shares 1,046 Est. Cost $185.82 Unrealized +10.5%
UGI UGI CORP NEW 0.0%
Value ($000) $230 Shares 7,117 Est. Cost $30.33 Unrealized +30.1%
META META PLATFORMS INC 0.0%
Value ($000) $223 Shares 1,643 Est. Cost $177.76 Unrealized -9.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $222 Shares 1,328 Est. Cost $166.30 Unrealized -2.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $221 Shares 4,391 Est. Cost $17.57 Unrealized +26.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $212 Shares 938 Est. Cost $219.07 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $211 Shares 306 Est. Cost $625.92 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $206 Shares 6,341 Est. Cost $51.04 Unrealized -19.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $206 Shares 4,022 Est. Cost $51.22 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $205 Shares 2,541 Est. Cost $73.96 Unrealized +1.9%
XPRESSPA GROUP INC 0.0%
Value ($000) $205 Shares 268,000 Est. Cost $0.69 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $200 Shares 24,603 Est. Cost $9.88 Unrealized -10.0%
NEOG NEOGEN CORP 0.0%
Value ($000) $174 Shares 12,483 Est. Cost $38.07 Unrealized -47.1%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $156 Shares 12,500 Est. Cost $19.04 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $154 Shares 21,154 Est. Cost $10.40 Unrealized -3.7%
NINEQ NINE ENERGY SERVICE INC 0.0%
Value ($000) $107 Shares 40,458 Est. Cost $4.98 Unrealized -43.4%
PAYS PAYSIGN INC 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $7.37 Unrealized -67.5%