PACIFIC CAPITAL WEALTH ADVISORS, INC Diversified Active

CIK: 0001803523 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $424,677 (100.0% shares, 0.0% debt)

Holdings (519)

SPY SPDR S&P 500 ETF TR 26.5%
Value ($000) $112,643 Shares 215,350 Est. Cost $385.56 Unrealized
BND VANGUARD BD INDEX FDS 9.5%
Value ($000) $40,342 Shares 555,450 Est. Cost $76.67 Unrealized
IEFA ISHARES TR 8.7%
Value ($000) $36,735 Shares 494,949 Est. Cost $65.30 Unrealized
VTI VANGUARD INDEX FDS 5.5%
Value ($000) $23,206 Shares 89,289 Est. Cost $224.45 Unrealized
VNQ VANGUARD INDEX FDS 4.9%
Value ($000) $20,734 Shares 239,754 Est. Cost $94.11 Unrealized
QQQ INVESCO QQQ TR 4.4%
Value ($000) $18,825 Shares 42,398 Est. Cost $295.89 Unrealized
VYM VANGUARD WHITEHALL FDS 4.4%
Value ($000) $18,618 Shares 153,884 Est. Cost $101.62 Unrealized
BIL SPDR SER TR 3.6%
Value ($000) $15,417 Shares 167,939 Est. Cost $91.80 Unrealized
SCHP SCHWAB STRATEGIC TR 2.7%
Value ($000) $11,500 Shares 220,476 Est. Cost $59.95 Unrealized
XLP SELECT SECTOR SPDR TR 2.4%
Value ($000) $10,056 Shares 131,686 Est. Cost $70.04 Unrealized
BIV VANGUARD BD INDEX FDS 1.9%
Value ($000) $8,171 Shares 108,375 Est. Cost $74.80 Unrealized
IWM ISHARES TR 1.9%
Value ($000) $7,960 Shares 37,849 Est. Cost $180.61 Unrealized
SCHX SCHWAB STRATEGIC TR 1.9%
Value ($000) $7,934 Shares 127,840 Est. Cost $66.87 Unrealized
IBB ISHARES TR 1.6%
Value ($000) $6,926 Shares 50,474 Est. Cost $118.56 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $5,844 Shares 34,081 Est. Cost $131.41 Unrealized +37.2%
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $5,738 Shares 147,053 Est. Cost $33.11 Unrealized
IWB ISHARES TR 1.3%
Value ($000) $5,540 Shares 19,234 Est. Cost $210.52 Unrealized
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,625 Shares 57,360 Est. Cost $68.73 Unrealized
AGG ISHARES TR 1.0%
Value ($000) $4,061 Shares 41,464 Est. Cost $112.37 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.0%
Value ($000) $4,042 Shares 82,173 Est. Cost $56.46 Unrealized
ONEQ FIDELITY COMWLTH TR 0.9%
Value ($000) $3,793 Shares 58,897 Est. Cost $44.08 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.7%
Value ($000) $2,832 Shares 29,651 Est. Cost $89.14 Unrealized
IAU ISHARES GOLD TR 0.7%
Value ($000) $2,776 Shares 66,079 Est. Cost $34.20 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $2,665 Shares 7,907 Est. Cost $182.34 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,648 Shares 15,637 Est. Cost $141.84 Unrealized
SCHH SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,201 Shares 108,447 Est. Cost $19.34 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,194 Shares 5,215 Est. Cost $174.47 Unrealized +128.8%
CMF ISHARES TR 0.5%
Value ($000) $2,107 Shares 36,613 Est. Cost $61.23 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,966 Shares 12,465 Est. Cost $92.53 Unrealized +50.2%
MTCH MATCH GROUP INC NEW 0.5%
Value ($000) $1,927 Shares 53,125 Est. Cost $57.34 Unrealized -38.4%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,491 Shares 24,430 Est. Cost $76.62 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,459 Shares 19,197 Est. Cost $63.33 Unrealized
VHT VANGUARD WORLD FD 0.3%
Value ($000) $1,445 Shares 5,342 Est. Cost $238.46 Unrealized
AOR ISHARES TR 0.3%
Value ($000) $1,358 Shares 24,388 Est. Cost $48.29 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,250 Shares 1,706 Est. Cost $283.15 Unrealized +149.6%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,175 Shares 15,328 Est. Cost $80.77 Unrealized
ABNB AIRBNB INC 0.2%
Value ($000) $967 Shares 5,859 Est. Cost $165.91 Unrealized -8.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $890 Shares 4,932 Est. Cost $120.81 Unrealized +38.2%
ITOT ISHARES TR 0.2%
Value ($000) $848 Shares 7,354 Est. Cost $78.04 Unrealized
V VISA INC 0.2%
Value ($000) $793 Shares 2,841 Est. Cost $183.48 Unrealized +48.4%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.2%
Value ($000) $666 Shares 12,103 Est. Cost $50.84 Unrealized +8.0%
TSLA TESLA INC 0.1%
Value ($000) $595 Shares 3,383 Est. Cost $178.38 Unrealized +9.5%
META META PLATFORMS INC 0.1%
Value ($000) $533 Shares 1,098 Est. Cost $175.61 Unrealized +152.4%
RUN SUNRUN INC 0.1%
Value ($000) $524 Shares 39,790 Est. Cost $24.00 Unrealized -42.7%
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $488 Shares 11,399 Est. Cost $42.10 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $471 Shares 9,309 Est. Cost $53.56 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $398 Shares 1,157 Est. Cost $318.15 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $390 Shares 3,193 Est. Cost $108.00 Unrealized +9.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $368 Shares 2,477 Est. Cost $112.13 Unrealized +38.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $340 Shares 437 Est. Cost $512.60 Unrealized +37.0%
WMT WALMART INC 0.1%
Value ($000) $331 Shares 5,495 Est. Cost $51.91 Unrealized +8.0%
CB CHUBB LIMITED 0.1%
Value ($000) $325 Shares 1,255 Est. Cost $170.85 Unrealized +41.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $293 Shares 1,285 Est. Cost $158.14 Unrealized +28.3%
EMB ISHARES TR 0.1%
Value ($000) $283 Shares 3,158 Est. Cost $112.98 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $279 Shares 1,361 Est. Cost $143.91 Unrealized +25.6%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $253 Shares 5,506 Est. Cost $44.23 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $249 Shares 3,415 Est. Cost $55.45 Unrealized
STRV EA SERIES TRUST 0.1%
Value ($000) $237 Shares 7,027 Est. Cost $30.57 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $229 Shares 3,790 Est. Cost $55.21 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $218 Shares 772 Est. Cost $245.25 Unrealized +13.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $216 Shares 449 Est. Cost $397.11 Unrealized +14.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $203 Shares 70 Est. Cost $41.61 Unrealized +22.9%
RTX RTX CORPORATION 0.0%
Value ($000) $201 Shares 2,056 Est. Cost $75.83 Unrealized +14.5%
AMGN AMGEN INC 0.0%
Value ($000) $197 Shares 694 Est. Cost $255.31 Unrealized +8.1%
SAP SAP SE 0.0%
Value ($000) $197 Shares 1,010 Est. Cost $155.15 Unrealized
INTU INTUIT 0.0%
Value ($000) $189 Shares 290 Est. Cost $544.67 Unrealized +15.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $183 Shares 203 Est. Cost $48.63 Unrealized +49.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $181 Shares 2,684 Est. Cost $61.94 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $173 Shares 2,111 Est. Cost $76.28 Unrealized -1.3%
NKE NIKE INC 0.0%
Value ($000) $170 Shares 1,804 Est. Cost $102.99 Unrealized -5.0%
EFA ISHARES TR 0.0%
Value ($000) $168 Shares 2,108 Est. Cost $75.35 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $168 Shares 878 Est. Cost $141.92 Unrealized +21.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $164 Shares 341 Est. Cost $436.80 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $164 Shares 311 Est. Cost $477.63 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $150 Shares 1,007 Est. Cost $134.26 Unrealized +1.6%
PNTG PENNANT GROUP INC 0.0%
Value ($000) $149 Shares 7,575 Est. Cost $16.84 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $145 Shares 795 Est. Cost $171.15 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $143 Shares 1,166 Est. Cost $86.42 Unrealized +18.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $140 Shares 1,759 Est. Cost $65.54 Unrealized +8.1%
IWD ISHARES TR 0.0%
Value ($000) $135 Shares 756 Est. Cost $165.32 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $135 Shares 914 Est. Cost $136.38 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $134 Shares 3,982 Est. Cost $35.08 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $134 Shares 2,315 Est. Cost $41.22 Unrealized +21.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $133 Shares 1,719 Est. Cost $77.36 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $128 Shares 861 Est. Cost $104.53 Unrealized +26.2%
ABT ABBOTT LABS 0.0%
Value ($000) $128 Shares 1,125 Est. Cost $96.07 Unrealized +15.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $128 Shares 987 Est. Cost $111.25 Unrealized +2.5%
STIP ISHARES TR 0.0%
Value ($000) $126 Shares 1,263 Est. Cost $98.59 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $123 Shares 424 Est. Cost $242.81 Unrealized +9.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $120 Shares 3,158 Est. Cost $27.61 Unrealized +18.8%
OIH VANECK ETF TRUST 0.0%
Value ($000) $119 Shares 355 Est. Cost $309.52 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $114 Shares 757 Est. Cost $134.21 Unrealized +5.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $112 Shares 450 Est. Cost $222.04 Unrealized +5.5%
BA BOEING CO 0.0%
Value ($000) $112 Shares 579 Est. Cost $213.59 Unrealized -3.8%
SHOP SHOPIFY INC 0.0%
Value ($000) $106 Shares 1,370 Est. Cost $63.86 Unrealized +23.7%
ESGU ISHARES TR 0.0%
Value ($000) $100 Shares 874 Est. Cost $114.96 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $99 Shares 10,000 Est. Cost $10.13 Unrealized
AGZD WISDOMTREE TR 0.0%
Value ($000) $98 Shares 4,428 Est. Cost $21.92 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $93 Shares 235 Est. Cost $397.76 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $85 Shares 5,000 Est. Cost $17.19 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $85 Shares 1,419 Est. Cost $55.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $79 Shares 187 Est. Cost $350.99 Unrealized +12.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $78 Shares 2,148 Est. Cost $29.41 Unrealized +7.3%
HD HOME DEPOT INC 0.0%
Value ($000) $77 Shares 200 Est. Cost $300.30 Unrealized +16.1%
CEREVEL THERAPEUTICS HLDNG I 0.0%
Value ($000) $76 Shares 1,790 Est. Cost $42.39 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $75 Shares 1,259 Est. Cost $61.53 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $75 Shares 431 Est. Cost $125.38 Unrealized +21.2%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $72 Shares 305 Est. Cost $207.88 Unrealized +6.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $71 Shares 539 Est. Cost $113.75 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $70 Shares 694 Est. Cost $88.05 Unrealized +7.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $70 Shares 626 Est. Cost $95.72 Unrealized +9.3%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $70 Shares 596 Est. Cost $116.84 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $70 Shares 347 Est. Cost $149.36 Unrealized +16.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $69 Shares 1,048 Est. Cost $65.51 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $69 Shares 151 Est. Cost $417.42 Unrealized -0.4%
SUB ISHARES TR 0.0%
Value ($000) $68 Shares 648 Est. Cost $105.43 Unrealized
SP PLUS CORP 0.0%
Value ($000) $67 Shares 1,290 Est. Cost $51.32 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $67 Shares 424 Est. Cost $144.09 Unrealized +4.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $66 Shares 235 Est. Cost $235.96 Unrealized +9.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $65 Shares 314 Est. Cost $191.17 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $64 Shares 1,515 Est. Cost $57.27 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $64 Shares 390 Est. Cost $149.50 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $63 Shares 874 Est. Cost $63.82 Unrealized +1.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $63 Shares 143 Est. Cost $336.70 Unrealized +16.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $60 Shares 854 Est. Cost $59.53 Unrealized +1.8%
STXV EA SERIES TRUST 0.0%
Value ($000) $59 Shares 2,050 Est. Cost $26.66 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $56 Shares 97 Est. Cost $480.76 Unrealized +16.0%
SNA SNAP ON INC 0.0%
Value ($000) $56 Shares 189 Est. Cost $254.93 Unrealized +5.9%
TGT TARGET CORP 0.0%
Value ($000) $53 Shares 299 Est. Cost $119.24 Unrealized +19.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $52 Shares 265 Est. Cost $173.44 Unrealized +7.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $51 Shares 104 Est. Cost $510.45 Unrealized -4.2%
SCZ ISHARES TR 0.0%
Value ($000) $51 Shares 810 Est. Cost $57.96 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $51 Shares 329 Est. Cost $147.33 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $50 Shares 404 Est. Cost $111.08 Unrealized +3.2%
BOND PIMCO ETF TR 0.0%
Value ($000) $49 Shares 536 Est. Cost $92.45 Unrealized
TMV DIREXION SHS ETF TR 0.0%
Value ($000) $49 Shares 1,452 Est. Cost $29.61 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $49 Shares 428 Est. Cost $88.72 Unrealized +12.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $48 Shares 739 Est. Cost $57.57 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $47 Shares 161 Est. Cost $216.82 Unrealized +14.2%
PEP PEPSICO INC 0.0%
Value ($000) $46 Shares 262 Est. Cost $154.00 Unrealized +2.1%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $45 Shares 900 Est. Cost $50.23 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $45 Shares 778 Est. Cost $51.55 Unrealized +6.6%
PROSHARES TR 0.0%
Value ($000) $45 Shares 3,093 Est. Cost $14.28 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 Shares 775 Est. Cost $55.35 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $44 Shares 272 Est. Cost $141.77 Unrealized +5.7%
PCG PG&E CORP 0.0%
Value ($000) $44 Shares 2,610 Est. Cost $16.69 Unrealized -0.7%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $43 Shares 1,055 Est. Cost $44.61 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $43 Shares 168 Est. Cost $197.98 Unrealized +12.1%
BIDU BAIDU INC 0.0%
Value ($000) $43 Shares 406 Est. Cost $119.09 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $42 Shares 199 Est. Cost $162.45 Unrealized +17.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $41 Shares 562 Est. Cost $77.51 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $39 Shares 389 Est. Cost $80.24 Unrealized +11.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $38 Shares 205 Est. Cost $115.14 Unrealized +21.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $37 Shares 686 Est. Cost $46.99 Unrealized -1.8%
IJR ISHARES TR 0.0%
Value ($000) $37 Shares 332 Est. Cost $109.93 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $37 Shares 241 Est. Cost $134.68 Unrealized +6.4%
HESS CORP 0.0%
Value ($000) $36 Shares 238 Est. Cost $145.90 Unrealized
FFIV F5 INC 0.0%
Value ($000) $36 Shares 191 Est. Cost $163.14 Unrealized +13.1%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $36 Shares 1,592 Est. Cost $17.70 Unrealized +12.7%
JBL JABIL INC 0.0%
Value ($000) $35 Shares 265 Est. Cost $127.14 Unrealized +5.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $35 Shares 364 Est. Cost $84.44 Unrealized +4.7%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $35 Shares 225 Est. Cost $155.84 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $35 Shares 565 Est. Cost $53.38 Unrealized +6.2%
VTR VENTAS INC 0.0%
Value ($000) $33 Shares 765 Est. Cost $41.74 Unrealized +2.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $33 Shares 9 Est. Cost $3067.93 Unrealized +14.4%
TIP ISHARES TR 0.0%
Value ($000) $32 Shares 302 Est. Cost $107.65 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 167 Est. Cost $181.83 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $32 Shares 183 Est. Cost $145.50 Unrealized +8.5%
KVUE KENVUE INC 0.0%
Value ($000) $31 Shares 1,455 Est. Cost $18.45 Unrealized +2.1%
SONY SONY GROUP CORP 0.0%
Value ($000) $31 Shares 362 Est. Cost $94.69 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $29 Shares 107 Est. Cost $208.58 Unrealized +16.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $28 Shares 643 Est. Cost $34.87 Unrealized +2.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $27 Shares 150 Est. Cost $117.86 Unrealized +48.3%
F FORD MTR CO DEL 0.0%
Value ($000) $25 Shares 1,889 Est. Cost $9.63 Unrealized +11.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $25 Shares 71 Est. Cost $277.96 Unrealized +12.8%
UNILEVER PLC 0.0%
Value ($000) $24 Shares 486 Est. Cost $48.78 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $23 Shares 555 Est. Cost $31.27 Unrealized +14.9%
EXC EXELON CORP 0.0%
Value ($000) $23 Shares 617 Est. Cost $35.51 Unrealized -6.5%
EEM ISHARES TR 0.0%
Value ($000) $23 Shares 561 Est. Cost $40.21 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $23 Shares 800 Est. Cost $26.56 Unrealized +20.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $23 Shares 339 Est. Cost $57.15 Unrealized +7.1%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $22 Shares 446 Est. Cost $47.91 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $22 Shares 44 Est. Cost $575.62 Unrealized -0.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $22 Shares 407 Est. Cost $55.51 Unrealized -3.9%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 124 Est. Cost $164.42 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $21 Shares 502 Est. Cost $41.52 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $20 Shares 431 Est. Cost $42.52 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $20 Shares 174 Est. Cost $97.62 Unrealized +0.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $20 Shares 686 Est. Cost $24.74 Unrealized +19.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 212 Est. Cost $83.84 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $20 Shares 113 Est. Cost $94.34 Unrealized +23.4%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $20 Shares 712 Est. Cost $28.39 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $18 Shares 1,675 Est. Cost $18.80 Unrealized -23.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $18 Shares 311 Est. Cost $56.14 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $18 Shares 58 Est. Cost $267.60 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $71.73 Unrealized +13.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $18 Shares 51 Est. Cost $343.21 Unrealized +3.4%
IHI ISHARES TR 0.0%
Value ($000) $17 Shares 294 Est. Cost $58.59 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $17 Shares 181 Est. Cost $78.57 Unrealized +5.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $17 Shares 120 Est. Cost $100.17 Unrealized +22.5%
PPG PPG INDS INC 0.0%
Value ($000) $17 Shares 114 Est. Cost $128.87 Unrealized +5.5%
ITM VANECK ETF TRUST 0.0%
Value ($000) $16 Shares 353 Est. Cost $47.03 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $16 Shares 106 Est. Cost $103.36 Unrealized +28.8%
O REALTY INCOME CORP 0.0%
Value ($000) $16 Shares 288 Est. Cost $46.49 Unrealized +4.6%
UNP UNION PAC CORP 0.0%
Value ($000) $15 Shares 62 Est. Cost $219.01 Unrealized +7.6%
IJH ISHARES TR 0.0%
Value ($000) $15 Shares 250 Est. Cost $104.02 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $15 Shares 60 Est. Cost $210.35 Unrealized +14.8%
HSY HERSHEY CO 0.0%
Value ($000) $14 Shares 74 Est. Cost $182.08 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $13 Shares 83 Est. Cost $193.91 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $13 Shares 53 Est. Cost $223.03 Unrealized 0.0%
PIONEER NAT RES CO 0.0%
Value ($000) $13 Shares 49 Est. Cost $262.51 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $13 Shares 98 Est. Cost $113.12 Unrealized +8.1%
SDY SPDR SER TR 0.0%
Value ($000) $13 Shares 97 Est. Cost $131.24 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $12 Shares 248 Est. Cost $49.82 Unrealized
EEMS ISHARES INC 0.0%
Value ($000) $12 Shares 210 Est. Cost $57.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $12 Shares 292 Est. Cost $41.09 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $12 Shares 208 Est. Cost $48.65 Unrealized +4.0%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $12 Shares 250 Est. Cost $52.48 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $12 Shares 94 Est. Cost $107.63 Unrealized 0.0%
GAL SSGA ACTIVE ETF TR 0.0%
Value ($000) $12 Shares 271 Est. Cost $41.44 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $12 Shares 79 Est. Cost $121.76 Unrealized +15.3%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $11 Shares 346 Est. Cost $28.50 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $11 Shares 141 Est. Cost $28.87 Unrealized -1.2%
LIN LINDE PLC 0.0%
Value ($000) $11 Shares 23 Est. Cost $402.15 Unrealized +5.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 32 Est. Cost $237.06 Unrealized +23.8%
DXCM DEXCOM INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $124.44 Unrealized +1.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 232 Est. Cost $42.41 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $161.55 Unrealized +4.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $10 Shares 27 Est. Cost $317.75 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $10 Shares 351 Est. Cost $25.65 Unrealized -3.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $10 Shares 202 Est. Cost $35.44 Unrealized +14.2%
DEO DIAGEO PLC 0.0%
Value ($000) $10 Shares 65 Est. Cost $148.74 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $10 Shares 18 Est. Cost $503.45 Unrealized 0.0%
IWS ISHARES TR 0.0%
Value ($000) $9 Shares 75 Est. Cost $116.29 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 785 Est. Cost $11.47 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $9 Shares 114 Est. Cost $66.42 Unrealized +12.3%
T AT&T INC 0.0%
Value ($000) $9 Shares 525 Est. Cost $14.21 Unrealized +9.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $550.38 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $9 Shares 44 Est. Cost $170.60 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $9 Shares 16 Est. Cost $498.54 Unrealized 0.0%
TOTALENERGIES SE 0.0%
Value ($000) $9 Shares 129 Est. Cost $68.83 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $9 Shares 128 Est. Cost $68.80 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $9 Shares 138 Est. Cost $45.88 Unrealized +14.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $9 Shares 32 Est. Cost $235.58 Unrealized +5.1%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $115.29 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $8 Shares 11 Est. Cost $151.51 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $8 Shares 112 Est. Cost $78.18 Unrealized -2.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $8 Shares 60 Est. Cost $136.05 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $8 Shares 49 Est. Cost $155.33 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $8 Shares 18 Est. Cost $401.75 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $8 Shares 159 Est. Cost $48.60 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 47 Est. Cost $119.70 Unrealized +12.8%
ARISTA NETWORKS INC 0.0%
Value ($000) $8 Shares 26 Est. Cost $289.96 Unrealized
IBIT ISHARES BITCOIN TR 0.0%
Value ($000) $7 Shares 185 Est. Cost $40.47 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $7 Shares 12 Est. Cost $539.98 Unrealized 0.0%
YETI YETI HLDGS INC 0.0%
Value ($000) $7 Shares 187 Est. Cost $44.31 Unrealized -4.6%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 152 Est. Cost $39.40 Unrealized 0.0%
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.98 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.52 Unrealized +5.2%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $7 Shares 28 Est. Cost $251.68 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $156.66 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $7 Shares 159 Est. Cost $40.63 Unrealized 0.0%
XSOE WISDOMTREE TR 0.0%
Value ($000) $7 Shares 232 Est. Cost $28.88 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $377.87 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 6 Est. Cost $69.94 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 12 Est. Cost $538.88 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 73 Est. Cost $91.60 Unrealized -3.3%
IWP ISHARES TR 0.0%
Value ($000) $7 Shares 58 Est. Cost $114.14 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $7 Shares 96 Est. Cost $64.30 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $129.53 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $7 Shares 35 Est. Cost $173.89 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $7 Shares 425 Est. Cost $12.56 Unrealized +15.5%
TRN TRINITY INDS INC 0.0%
Value ($000) $6 Shares 231 Est. Cost $23.76 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $285.15 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $6 Shares 9 Est. Cost $631.89 Unrealized 0.0%
DRLL EA SERIES TRUST 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.08 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $6 Shares 79 Est. Cost $77.21 Unrealized 0.0%
SLM SLM CORP 0.0%
Value ($000) $6 Shares 284 Est. Cost $19.94 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $6 Shares 9 Est. Cost $151.67 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $120.44 Unrealized 0.0%
AL AIR LEASE CORP 0.0%
Value ($000) $6 Shares 119 Est. Cost $41.38 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $6 Shares 109 Est. Cost $47.27 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $6 Shares 21 Est. Cost $407.77 Unrealized -21.2%
NVS NOVARTIS AG 0.0%
Value ($000) $6 Shares 63 Est. Cost $97.81 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $6 Shares 4 Est. Cost $1466.28 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $6 Shares 18 Est. Cost $306.03 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $6 Shares 216 Est. Cost $24.83 Unrealized 0.0%
ASGN ASGN INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $96.69 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $183.37 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $369.63 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $6 Shares 6 Est. Cost $970.50 Unrealized
DOW DOW INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.66 Unrealized +9.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $6 Shares 26 Est. Cost $206.08 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $6 Shares 116 Est. Cost $41.09 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $6 Shares 14 Est. Cost $380.01 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $6 Shares 22 Est. Cost $236.41 Unrealized 0.0%
MHK MOHAWK INDS INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $112.34 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $5 Shares 52 Est. Cost $105.65 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $5 Shares 151 Est. Cost $34.59 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $89.80 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $5 Shares 62 Est. Cost $75.77 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $5 Shares 79 Est. Cost $67.04 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 29 Est. Cost $161.99 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $148.53 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $5 Shares 229 Est. Cost $21.78 Unrealized
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $5 Shares 47 Est. Cost $104.90 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $76.99 Unrealized +2.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $5 Shares 40 Est. Cost $128.40 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $5 Shares 167 Est. Cost $29.54 Unrealized 0.0%
FLOT ISHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.62 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $5 Shares 127 Est. Cost $34.68 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $5 Shares 79 Est. Cost $62.10 Unrealized 0.0%
PRI PRIMERICA INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $236.50 Unrealized 0.0%
RDN RADIAN GROUP INC 0.0%
Value ($000) $5 Shares 151 Est. Cost $27.82 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $5 Shares 89 Est. Cost $55.97 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $5 Shares 20 Est. Cost $234.75 Unrealized -1.7%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $195.74 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 215 Est. Cost $16.37 Unrealized +20.7%
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $5 Shares 450 Est. Cost $9.34 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $5 Shares 75 Est. Cost $63.75 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $5 Shares 97 Est. Cost $42.64 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $5 Shares 70 Est. Cost $67.76 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $5 Shares 38 Est. Cost $108.64 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $5 Shares 457 Est. Cost $10.23 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $481.84 Unrealized 0.0%
GL GLOBE LIFE INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $120.45 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $5 Shares 32 Est. Cost $130.61 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $5 Shares 51 Est. Cost $74.44 Unrealized +11.4%
EFV ISHARES TR 0.0%
Value ($000) $5 Shares 85 Est. Cost $54.40 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $269.96 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $197.23 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $4 Shares 87 Est. Cost $47.20 Unrealized +5.1%
23ANDME HOLDING CO 0.0%
Value ($000) $4 Shares 8,413 Est. Cost $0.91 Unrealized
MOMO HELLO GROUP INC 0.0%
Value ($000) $4 Shares 711 Est. Cost $6.95 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $53.46 Unrealized +3.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 17 Est. Cost $200.12 Unrealized +18.8%
EVTC EVERTEC INC 0.0%
Value ($000) $4 Shares 108 Est. Cost $39.08 Unrealized 0.0%
ATMU ATMUS FILTRATION TECHNOLOGIE 0.0%
Value ($000) $4 Shares 132 Est. Cost $23.72 Unrealized 0.0%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $192.77 Unrealized
VALKYRIE ETF TRUST II 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.38 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $165.03 Unrealized 0.0%
FUL FULLER H B CO 0.0%
Value ($000) $4 Shares 52 Est. Cost $76.08 Unrealized 0.0%
AZTA AZENTA INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $64.04 Unrealized 0.0%
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value ($000) $4 Shares 42 Est. Cost $97.19 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $4 Shares 108 Est. Cost $32.36 Unrealized 0.0%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $4 Shares 109 Est. Cost $35.01 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $144.29 Unrealized +10.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $193.37 Unrealized 0.0%
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $4 Shares 356 Est. Cost $10.99 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $86.41 Unrealized 0.0%
CCK CROWN HLDGS INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $80.08 Unrealized 0.0%
WDFC WD 40 CO 0.0%
Value ($000) $4 Shares 15 Est. Cost $250.16 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $188.48 Unrealized 0.0%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $85.89 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $109.87 Unrealized 0.0%
ALC ALCON AG 0.0%
Value ($000) $4 Shares 45 Est. Cost $79.67 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $4 Shares 24 Est. Cost $136.46 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $4 Shares 172 Est. Cost $17.09 Unrealized +24.4%
TLT ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $98.87 Unrealized
SOUTHSTATE CORPORATION 0.0%
Value ($000) $4 Shares 43 Est. Cost $85.02 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $90.57 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 14 Est. Cost $255.30 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $440.11 Unrealized +3.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $179.88 Unrealized +12.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $631.12 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $4 Shares 56 Est. Cost $56.40 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $90.96 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $3 Shares 96 Est. Cost $30.49 Unrealized 0.0%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $3 Shares 96 Est. Cost $33.21 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.06 Unrealized
RLI RLI CORP 0.0%
Value ($000) $3 Shares 23 Est. Cost $66.44 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 7 Est. Cost $445.90 Unrealized 0.0%
STXD EA SERIES TRUST 0.0%
Value ($000) $3 Shares 108 Est. Cost $28.89 Unrealized
BLACKROCK INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $811.75 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.09 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $3 Shares 70 Est. Cost $45.65 Unrealized 0.0%
BOH BANK HAWAII CORP 0.0%
Value ($000) $3 Shares 53 Est. Cost $57.92 Unrealized 0.0%
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $3 Shares 19 Est. Cost $167.26 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $227.93 Unrealized +6.8%
BN BROOKFIELD CORP 0.0%
Value ($000) $3 Shares 77 Est. Cost $26.63 Unrealized 0.0%
PROSHARES TR II 0.0%
Value ($000) $3 Shares 508 Est. Cost $8.44 Unrealized
RELX RELX PLC 0.0%
Value ($000) $3 Shares 74 Est. Cost $43.28 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $3 Shares 193 Est. Cost $16.49 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $2858.33 Unrealized 0.0%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $3 Shares 45 Est. Cost $65.07 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $3 Shares 103 Est. Cost $30.50 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $84.95 Unrealized 0.0%
E ENI S P A 0.0%
Value ($000) $3 Shares 96 Est. Cost $31.72 Unrealized
LESLIES INC 0.0%
Value ($000) $3 Shares 455 Est. Cost $6.50 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $3 Shares 54 Est. Cost $49.21 Unrealized +7.5%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $163.58 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $239.79 Unrealized 0.0%
IAC IAC INC 0.0%
Value ($000) $3 Shares 53 Est. Cost $43.17 Unrealized 0.0%
AIN ALBANY INTL CORP 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.12 Unrealized 0.0%
CWH CAMPING WORLD HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $19.72 Unrealized +23.7%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $3 Shares 11 Est. Cost $237.69 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $3 Shares 48 Est. Cost $57.69 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $151.60 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $68.48 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $100.80 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $3 Shares 51 Est. Cost $43.96 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $56.84 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $259.21 Unrealized -10.3%
LKFN LAKELAND FINL CORP 0.0%
Value ($000) $3 Shares 40 Est. Cost $60.54 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $121.22 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $109.20 Unrealized +64.8%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $3 Shares 20 Est. Cost $123.03 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $3 Shares 30 Est. Cost $71.45 Unrealized +12.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 40 Est. Cost $56.62 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $3 Shares 79 Est. Cost $29.42 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $3 Shares 36 Est. Cost $66.91 Unrealized +0.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $3 Shares 35 Est. Cost $74.12 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $311.07 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $3 Shares 51 Est. Cost $47.21 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $3 Shares 166 Est. Cost $15.21 Unrealized
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $3 Shares 92 Est. Cost $27.35 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.68 Unrealized -1.3%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.66 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $235.80 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $301.08 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 140 Est. Cost $14.52 Unrealized +12.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $153.87 Unrealized +2.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $83.05 Unrealized +1.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $141.13 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $112.35 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $2 Shares 29 Est. Cost $69.56 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $145.64 Unrealized 0.0%
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.82 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.25 Unrealized 0.0%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $2 Shares 170 Est. Cost $14.40 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.81 Unrealized +7.6%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $2 Shares 311 Est. Cost $6.80 Unrealized
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $2 Shares 107 Est. Cost $22.08 Unrealized -2.4%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.93 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $165.95 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $2 Shares 55 Est. Cost $35.40 Unrealized
CDW CDW CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $231.59 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $2 Shares 72 Est. Cost $28.33 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $102.73 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $115.77 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $2 Shares 97 Est. Cost $19.97 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $2 Shares 7 Est. Cost $265.57 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.02 Unrealized +1.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 208 Est. Cost $8.70 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $2 Shares 23 Est. Cost $66.73 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 12 Est. Cost $124.04 Unrealized +13.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $72.19 Unrealized -0.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 128 Est. Cost $11.94 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.75 Unrealized +11.5%
BWA BORGWARNER INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $31.84 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $115.24 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $69.75 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $2 Shares 30 Est. Cost $48.79 Unrealized +6.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $372.27 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $2 Shares 49 Est. Cost $32.49 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $163.89 Unrealized 0.0%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $34.89 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $2 Shares 41 Est. Cost $33.61 Unrealized 0.0%
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $2 Shares 29 Est. Cost $45.17 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 35 Est. Cost $33.10 Unrealized +16.7%
MET METLIFE INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.02 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $2 Shares 34 Est. Cost $34.35 Unrealized +10.6%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $75.01 Unrealized 0.0%
ITERIS INC NEW 0.0%
Value ($000) $1 Shares 300 Est. Cost $5.20 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $1 Shares 10 Est. Cost $145.60 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 71 Est. Cost $19.37 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $29.06 Unrealized 0.0%
VALE VALE S A 0.0%
Value ($000) $1 Shares 104 Est. Cost $12.19 Unrealized
TS TENARIS S A 0.0%
Value ($000) $1 Shares 32 Est. Cost $39.28 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $1 Shares 390 Est. Cost $4.56 Unrealized -15.2%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.81 Unrealized 0.0%
QIAGEN NV 0.0%
Value ($000) $1 Shares 27 Est. Cost $43.00 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $160.78 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $10.79 Unrealized -10.7%
CF CF INDS HLDGS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.19 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $69.31 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 19 Est. Cost $47.83 Unrealized 0.0%
LCII LCI INDS 0.0%
Value ($000) $1 Shares 8 Est. Cost $108.57 Unrealized 0.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $1 Shares 34 Est. Cost $27.03 Unrealized
OATLY GROUP AB 0.0%
Value ($000) $1 Shares 800 Est. Cost $1.18 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $81.45 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $200.09 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $32.80 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.23 Unrealized
XPEV XPENG INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.59 Unrealized
MITT AG MTG INVT TR INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.35 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $133.14 Unrealized 0.0%
AGQ PROSHARES TR II 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.75 Unrealized
MR COOPER GROUP INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $65.14 Unrealized
CNX CNX RES CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $20.76 Unrealized 0.0%
ACTG ACACIA RESH CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.70 Unrealized +12.8%
NTNX NUTANIX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $40.47 Unrealized +42.5%
NIO NIO INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.07 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.69 Unrealized +32.5%
MLCO MELCO RESORTS AND ENTMNT LTD 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.88 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $4.21 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost $14.94 Unrealized -4.8%
SYRE SPYRE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $13.78 Unrealized +110.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.39 Unrealized +17.6%
CELU CELULARITY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.11 Unrealized 0.0%
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.00 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 84 Est. Cost $3.17 Unrealized -15.8%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $8.69 Unrealized +27.0%
UIS UNISYS CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $4.25 Unrealized +43.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.73 Unrealized +4.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.14 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.50 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.38 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $5.71 Unrealized
CALUMET SPECIALTY PRODS PART 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.83 Unrealized
SOS LIMITED 0.0%
Value ($000) $0 Shares 48 Est. Cost $4.60 Unrealized
BMBL BUMBLE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.19 Unrealized -10.1%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.18 Unrealized +3.4%
PALATIN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.00 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.00 Unrealized
APTOSE BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $2.50 Unrealized
MUSTANG BIO INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $1.33 Unrealized
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.00 Unrealized
SCORPIUS HOLDINGS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $0.43 Unrealized