Beverly Hills Private Wealth, LLC Diversified Active

CIK: 0001965710 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $608,325 (100.0% shares, 0.0% debt)

Holdings (318)

AAPL APPLE INC 5.7%
Value ($000) $34,974 Shares 192,174 Est. Cost $153.57 Unrealized +12.0%
MSFT MICROSOFT CORP 4.0%
Value ($000) $24,129 Shares 73,614 Est. Cost $266.49 Unrealized +15.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $11,273 Shares 32,210 Est. Cost $308.56 Unrealized +5.8%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $11,206 Shares 66,531 Est. Cost $156.25 Unrealized +1.8%
LOW LOWES COS INC 1.8%
Value ($000) $10,782 Shares 48,322 Est. Cost $193.24 Unrealized +2.3%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $10,503 Shares 65,929 Est. Cost $148.13 Unrealized -3.3%
AVGO BROADCOM INC 1.7%
Value ($000) $10,280 Shares 11,659 Est. Cost $57.17 Unrealized +20.2%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $9,243 Shares 59,244 Est. Cost $124.53 Unrealized +4.1%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $9,189 Shares 54,362 Est. Cost $151.88 Unrealized -2.0%
SCHW SCHWAB CHARLES CORP 1.5%
Value ($000) $9,032 Shares 139,121 Est. Cost $58.37 Unrealized -13.6%
PM PHILIP MORRIS INTL INC 1.5%
Value ($000) $8,927 Shares 92,785 Est. Cost $83.53 Unrealized +1.1%
CMCSA COMCAST CORP NEW 1.4%
Value ($000) $8,739 Shares 194,895 Est. Cost $33.81 Unrealized +8.4%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $7,868 Shares 15,650 Est. Cost $480.94 Unrealized -3.3%
MRK MERCK & CO INC 1.2%
Value ($000) $7,576 Shares 72,150 Est. Cost $98.88 Unrealized +5.7%
GBIL GOLDMAN SACHS ETF TR 1.2%
Value ($000) $7,339 Shares 73,590 Est. Cost $99.96 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $7,210 Shares 136,997 Est. Cost $42.96 Unrealized +5.9%
IVV ISHARES TR 1.1%
Value ($000) $6,962 Shares 15,503 Est. Cost $426.71 Unrealized
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $6,702 Shares 37,040 Est. Cost $152.05 Unrealized +1.6%
FIS FIDELITY NATL INFORMATION SV 1.1%
Value ($000) $6,446 Shares 109,602 Est. Cost $57.85 Unrealized -11.0%
LIN LINDE PLC 1.0%
Value ($000) $6,316 Shares 16,718 Est. Cost $337.14 Unrealized +4.7%
APD AIR PRODS & CHEMS INC 1.0%
Value ($000) $6,165 Shares 21,673 Est. Cost $263.11 Unrealized +0.8%
BLACKROCK INC 1.0%
Value ($000) $6,014 Shares 8,467 Est. Cost $706.32 Unrealized
SBUX STARBUCKS CORP 1.0%
Value ($000) $5,896 Shares 58,562 Est. Cost $92.91 Unrealized +4.7%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $5,766 Shares 12,906 Est. Cost $15.48 Unrealized +114.4%
PAYX PAYCHEX INC 0.9%
Value ($000) $5,354 Shares 43,531 Est. Cost $103.36 Unrealized -2.2%
ETN EATON CORP PLC 0.9%
Value ($000) $5,333 Shares 24,703 Est. Cost $159.54 Unrealized +6.8%
PFE PFIZER INC 0.9%
Value ($000) $5,265 Shares 150,332 Est. Cost $36.54 Unrealized -9.1%
AMZN AMAZON COM INC 0.8%
Value ($000) $5,161 Shares 36,980 Est. Cost $100.69 Unrealized +13.4%
ABBV ABBVIE INC 0.8%
Value ($000) $5,159 Shares 34,925 Est. Cost $135.59 Unrealized -1.4%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $5,107 Shares 16,368 Est. Cost $271.58 Unrealized +3.0%
DEO DIAGEO PLC 0.8%
Value ($000) $5,061 Shares 29,763 Est. Cost $174.24 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $5,040 Shares 17,559 Est. Cost $255.15 Unrealized +7.0%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $5,009 Shares 17,963 Est. Cost $261.01 Unrealized +6.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $4,838 Shares 45,037 Est. Cost $98.84 Unrealized +0.8%
WMT WALMART INC 0.8%
Value ($000) $4,753 Shares 30,020 Est. Cost $47.22 Unrealized +3.7%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $4,630 Shares 66,935 Est. Cost $71.67 Unrealized -2.3%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $4,425 Shares 135,644 Est. Cost $31.19 Unrealized +0.0%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $4,406 Shares 11,258 Est. Cost $350.19 Unrealized +5.6%
PLD PROLOGIS INC. 0.7%
Value ($000) $4,395 Shares 35,951 Est. Cost $107.07 Unrealized +5.4%
WEC WEC ENERGY GROUP INC 0.7%
Value ($000) $4,342 Shares 49,755 Est. Cost $83.47 Unrealized +0.7%
FAST FASTENAL CO 0.7%
Value ($000) $4,340 Shares 77,390 Est. Cost $24.27 Unrealized +5.8%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $4,311 Shares 34,070 Est. Cost $118.83 Unrealized +3.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $4,269 Shares 8 Est. Cost $462328.70 Unrealized +7.7%
PEP PEPSICO INC 0.7%
Value ($000) $4,256 Shares 23,057 Est. Cost $165.18 Unrealized +3.3%
TJX TJX COS INC NEW 0.7%
Value ($000) $4,034 Shares 47,213 Est. Cost $73.78 Unrealized +3.2%
CCI CROWN CASTLE INC 0.7%
Value ($000) $4,000 Shares 38,528 Est. Cost $108.52 Unrealized -5.6%
MO ALTRIA GROUP INC 0.6%
Value ($000) $3,881 Shares 88,202 Est. Cost $35.79 Unrealized +2.2%
MRSH MARSH & MCLENNAN COS INC 0.6%
Value ($000) $3,877 Shares 20,450 Est. Cost $163.59 Unrealized +4.2%
TGT TARGET CORP 0.6%
Value ($000) $3,837 Shares 28,954 Est. Cost $138.63 Unrealized -2.6%
NSC NORFOLK SOUTHN CORP 0.6%
Value ($000) $3,759 Shares 16,732 Est. Cost $210.05 Unrealized -4.7%
HON HONEYWELL INTL INC 0.6%
Value ($000) $3,655 Shares 19,316 Est. Cost $177.02 Unrealized -0.8%
TT TRANE TECHNOLOGIES PLC 0.6%
Value ($000) $3,647 Shares 17,860 Est. Cost $167.50 Unrealized +3.1%
D DOMINION ENERGY INC 0.6%
Value ($000) $3,608 Shares 73,310 Est. Cost $50.23 Unrealized -5.3%
UNP UNION PAC CORP 0.6%
Value ($000) $3,479 Shares 15,222 Est. Cost $188.51 Unrealized -0.8%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,430 Shares 20,735 Est. Cost $150.94 Unrealized +3.5%
ABT ABBOTT LABS 0.6%
Value ($000) $3,348 Shares 31,103 Est. Cost $99.91 Unrealized +1.6%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $3,301 Shares 7,126 Est. Cost $460.58 Unrealized -3.9%
NVS NOVARTIS AG 0.5%
Value ($000) $3,301 Shares 32,422 Est. Cost $96.39 Unrealized
CINF CINCINNATI FINL CORP 0.5%
Value ($000) $3,232 Shares 29,655 Est. Cost $96.41 Unrealized +0.0%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,196 Shares 43,234 Est. Cost $63.57 Unrealized +7.8%
ZTS ZOETIS INC 0.5%
Value ($000) $3,104 Shares 17,376 Est. Cost $168.11 Unrealized 0.0%
TOTALENERGIES SE 0.5%
Value ($000) $2,871 Shares 47,349 Est. Cost $61.01 Unrealized
SPGI S&P GLOBAL INC 0.5%
Value ($000) $2,831 Shares 7,318 Est. Cost $357.76 Unrealized 0.0%
PSX PHILLIPS 66 0.4%
Value ($000) $2,620 Shares 23,718 Est. Cost $90.11 Unrealized -1.7%
SNY SANOFI 0.4%
Value ($000) $2,612 Shares 50,575 Est. Cost $51.58 Unrealized
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $2,362 Shares 23,088 Est. Cost $72.73 Unrealized +13.7%
GDX VANECK ETF TRUST 0.4%
Value ($000) $2,232 Shares 75,522 Est. Cost $29.80 Unrealized
PKG PACKAGING CORP AMER 0.4%
Value ($000) $2,212 Shares 14,374 Est. Cost $119.68 Unrealized +3.7%
IUSB ISHARES TR 0.4%
Value ($000) $2,166 Shares 48,260 Est. Cost $45.37 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value ($000) $2,099 Shares 26,069 Est. Cost $84.13 Unrealized -4.8%
KAYNE ANDERSON ENERGY INFRST 0.3%
Value ($000) $2,072 Shares 244,669 Est. Cost $8.56 Unrealized
ET ENERGY TRANSFER L P 0.3%
Value ($000) $2,072 Shares 162,494 Est. Cost $12.27 Unrealized
DWX SPDR INDEX SHS FDS 0.3%
Value ($000) $2,062 Shares 60,034 Est. Cost $33.18 Unrealized
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $2,048 Shares 62,854 Est. Cost $35.84 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $2,020 Shares 10,724 Est. Cost $162.73 Unrealized +8.7%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,013 Shares 64,321 Est. Cost $29.95 Unrealized -11.1%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $1,949 Shares 30,571 Est. Cost $52.71 Unrealized +11.3%
ENB ENBRIDGE INC 0.3%
Value ($000) $1,919 Shares 53,382 Est. Cost $32.09 Unrealized -0.1%
DFAI DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,877 Shares 68,576 Est. Cost $26.21 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $1,859 Shares 13,590 Est. Cost $128.40 Unrealized
EFV ISHARES TR 0.3%
Value ($000) $1,832 Shares 36,872 Est. Cost $48.55 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $1,761 Shares 25,379 Est. Cost $68.67 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,761 Shares 4,016 Est. Cost $458.24 Unrealized -5.3%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,754 Shares 12,163 Est. Cost $121.06 Unrealized -2.5%
CF CF INDS HLDGS INC 0.3%
Value ($000) $1,731 Shares 21,304 Est. Cost $78.08 Unrealized -16.0%
NEUBERGER BERMAN NEXT GENERA 0.3%
Value ($000) $1,635 Shares 152,361 Est. Cost $9.26 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,625 Shares 19,336 Est. Cost $76.29 Unrealized +4.1%
EFG ISHARES TR 0.3%
Value ($000) $1,624 Shares 17,404 Est. Cost $91.39 Unrealized
ARCC ARES CAPITAL CORP 0.3%
Value ($000) $1,565 Shares 80,049 Est. Cost $13.99 Unrealized +2.8%
HLI HOULIHAN LOKEY INC 0.3%
Value ($000) $1,557 Shares 15,529 Est. Cost $86.28 Unrealized +0.4%
BCE BCE INC 0.3%
Value ($000) $1,534 Shares 36,508 Est. Cost $36.81 Unrealized +2.6%
QSR RESTAURANT BRANDS INTL INC 0.3%
Value ($000) $1,532 Shares 20,849 Est. Cost $66.97 Unrealized +7.8%
GATX GATX CORP 0.2%
Value ($000) $1,513 Shares 12,507 Est. Cost $105.81 Unrealized +5.8%
MPWR MONOLITHIC PWR SYS INC 0.2%
Value ($000) $1,489 Shares 2,772 Est. Cost $420.25 Unrealized +10.7%
UNILEVER PLC 0.2%
Value ($000) $1,486 Shares 28,635 Est. Cost $51.42 Unrealized
FTAI FTAI AVIATION LTD 0.2%
Value ($000) $1,481 Shares 43,818 Est. Cost $17.06 Unrealized +59.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,471 Shares 11,443 Est. Cost $98.22 Unrealized +17.0%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,433 Shares 7,160 Est. Cost $224.73 Unrealized -12.8%
AOS SMITH A O CORP 0.2%
Value ($000) $1,421 Shares 19,563 Est. Cost $60.04 Unrealized +8.9%
CBRE CBRE GROUP INC 0.2%
Value ($000) $1,413 Shares 16,838 Est. Cost $75.02 Unrealized -0.2%
KLAC KLA CORP 0.2%
Value ($000) $1,390 Shares 2,799 Est. Cost $375.81 Unrealized +8.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,382 Shares 52,094 Est. Cost $25.24 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $1,377 Shares 8,792 Est. Cost $148.09 Unrealized
HOLX HOLOGIC INC 0.2%
Value ($000) $1,351 Shares 17,793 Est. Cost $77.34 Unrealized +5.7%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $1,334 Shares 3,518 Est. Cost $403.87 Unrealized +2.1%
DIOD DIODES INC 0.2%
Value ($000) $1,317 Shares 15,284 Est. Cost $83.74 Unrealized +5.2%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $1,297 Shares 9,242 Est. Cost $141.11 Unrealized +0.8%
SNA SNAP ON INC 0.2%
Value ($000) $1,291 Shares 4,742 Est. Cost $226.70 Unrealized +6.6%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $1,289 Shares 20,516 Est. Cost $64.84 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,285 Shares 2,858 Est. Cost $367.97 Unrealized +11.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $1,254 Shares 14,835 Est. Cost $90.51 Unrealized +2.0%
RJF RAYMOND JAMES FINL INC 0.2%
Value ($000) $1,250 Shares 11,590 Est. Cost $97.50 Unrealized -8.5%
CNMD CONMED CORP 0.2%
Value ($000) $1,249 Shares 10,877 Est. Cost $101.26 Unrealized +17.4%
AROC ARCHROCK INC 0.2%
Value ($000) $1,224 Shares 95,338 Est. Cost $8.13 Unrealized +9.3%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $1,217 Shares 17,901 Est. Cost $65.29 Unrealized +9.1%
DHI D R HORTON INC 0.2%
Value ($000) $1,183 Shares 9,412 Est. Cost $86.76 Unrealized +22.9%
R RYDER SYS INC 0.2%
Value ($000) $1,178 Shares 11,647 Est. Cost $83.60 Unrealized -1.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,173 Shares 9,154 Est. Cost $97.44 Unrealized +17.2%
WWD WOODWARD INC 0.2%
Value ($000) $1,163 Shares 9,242 Est. Cost $98.27 Unrealized +6.1%
BOX BOX INC 0.2%
Value ($000) $1,140 Shares 37,273 Est. Cost $28.23 Unrealized -1.9%
ARW ARROW ELECTRS INC 0.2%
Value ($000) $1,125 Shares 8,932 Est. Cost $115.32 Unrealized +7.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,113 Shares 11,573 Est. Cost $84.80 Unrealized
ANSYS INC 0.2%
Value ($000) $1,100 Shares 3,610 Est. Cost $281.42 Unrealized
PZZA PAPA JOHNS INTL INC 0.2%
Value ($000) $1,095 Shares 13,498 Est. Cost $69.94 Unrealized -4.8%
MOG/A MOOG INC 0.2%
Value ($000) $1,095 Shares 9,697 Est. Cost $90.78 Unrealized +7.4%
FORM FORMFACTOR INC 0.2%
Value ($000) $1,071 Shares 31,364 Est. Cost $27.20 Unrealized +9.8%
RING ISHARES INC 0.2%
Value ($000) $1,069 Shares 46,776 Est. Cost $23.06 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $1,068 Shares 6,575 Est. Cost $136.37 Unrealized +6.0%
TRP TC ENERGY CORP 0.2%
Value ($000) $1,042 Shares 28,926 Est. Cost $35.45 Unrealized +0.8%
BLACK KNIGHT INC 0.2%
Value ($000) $1,029 Shares 14,392 Est. Cost $66.36 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,027 Shares 3,304 Est. Cost $196.63 Unrealized +24.6%
ESGU ISHARES TR 0.2%
Value ($000) $1,024 Shares 10,400 Est. Cost $90.17 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,022 Shares 7,406 Est. Cost $117.57 Unrealized -6.5%
SHV ISHARES TR 0.2%
Value ($000) $1,014 Shares 9,207 Est. Cost $110.50 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.2%
Value ($000) $1,011 Shares 110,400 Est. Cost $8.63 Unrealized
CRL CHARLES RIV LABS INTL INC 0.2%
Value ($000) $1,011 Shares 4,884 Est. Cost $207.47 Unrealized -4.1%
SHY ISHARES TR 0.2%
Value ($000) $1,001 Shares 12,353 Est. Cost $81.12 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $996 Shares 12,261 Est. Cost $80.48 Unrealized -0.7%
IRM IRON MTN INC DEL 0.2%
Value ($000) $991 Shares 16,275 Est. Cost $48.00 Unrealized +4.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $989 Shares 5,861 Est. Cost $169.51 Unrealized -1.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $981 Shares 10,963 Est. Cost $85.16 Unrealized -0.0%
FTS FORTIS INC 0.2%
Value ($000) $973 Shares 24,222 Est. Cost $37.77 Unrealized +4.0%
BWA BORGWARNER INC 0.2%
Value ($000) $972 Shares 22,864 Est. Cost $36.79 Unrealized +7.8%
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $970 Shares 11,966 Est. Cost $80.71 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $948 Shares 4,253 Est. Cost $237.80 Unrealized -4.2%
HD HOME DEPOT INC 0.2%
Value ($000) $944 Shares 2,891 Est. Cost $281.54 Unrealized -1.8%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $943 Shares 6,348 Est. Cost $133.12 Unrealized +4.0%
FCFS FIRSTCASH HOLDINGS INC 0.2%
Value ($000) $940 Shares 9,414 Est. Cost $89.86 Unrealized +5.0%
CRUS CIRRUS LOGIC INC 0.2%
Value ($000) $937 Shares 11,355 Est. Cost $79.63 Unrealized +3.9%
MET METLIFE INC 0.2%
Value ($000) $925 Shares 14,563 Est. Cost $58.28 Unrealized -12.1%
QIAGEN NV 0.1%
Value ($000) $909 Shares 19,928 Est. Cost $45.62 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $906 Shares 46,683 Est. Cost $18.16 Unrealized +5.1%
RY ROYAL BK CDA 0.1%
Value ($000) $898 Shares 9,371 Est. Cost $95.77 Unrealized -0.3%
WBS WEBSTER FINL CORP 0.1%
Value ($000) $883 Shares 19,191 Est. Cost $43.17 Unrealized -14.5%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $865 Shares 3,814 Est. Cost $206.16 Unrealized -5.0%
SON SONOCO PRODS CO 0.1%
Value ($000) $863 Shares 14,974 Est. Cost $53.54 Unrealized +0.9%
CBT CABOT CORP 0.1%
Value ($000) $850 Shares 12,268 Est. Cost $66.87 Unrealized +0.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $845 Shares 8,846 Est. Cost $82.23 Unrealized -2.6%
NSP INSPERITY INC 0.1%
Value ($000) $843 Shares 8,950 Est. Cost $109.10 Unrealized 0.0%
CBRL CRACKER BARREL OLD CTRY STOR 0.1%
Value ($000) $833 Shares 9,203 Est. Cost $92.12 Unrealized -0.2%
GSK GSK PLC 0.1%
Value ($000) $825 Shares 23,983 Est. Cost $34.67 Unrealized
AMCOR PLC 0.1%
Value ($000) $816 Shares 82,892 Est. Cost $9.71 Unrealized -3.8%
ASML ASML HOLDING N V 0.1%
Value ($000) $815 Shares 1,201 Est. Cost $679.57 Unrealized
T AT&T INC 0.1%
Value ($000) $811 Shares 57,952 Est. Cost $15.06 Unrealized -1.8%
MMM 3M CO 0.1%
Value ($000) $810 Shares 7,679 Est. Cost $84.75 Unrealized -8.5%
CMI CUMMINS INC 0.1%
Value ($000) $806 Shares 3,406 Est. Cost $217.05 Unrealized -1.9%
DOW DOW INC 0.1%
Value ($000) $804 Shares 14,752 Est. Cost $43.39 Unrealized +4.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $796 Shares 6,550 Est. Cost $110.47 Unrealized -1.9%
INTU INTUIT 0.1%
Value ($000) $795 Shares 1,600 Est. Cost $390.29 Unrealized +10.4%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $792 Shares 9,386 Est. Cost $72.68 Unrealized +0.7%
KO COCA COLA CO 0.1%
Value ($000) $791 Shares 13,035 Est. Cost $56.17 Unrealized +2.1%
IEMG ISHARES INC 0.1%
Value ($000) $783 Shares 15,474 Est. Cost $49.01 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $780 Shares 3,481 Est. Cost $207.93 Unrealized -1.6%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value ($000) $778 Shares 51,124 Est. Cost $15.66 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $774 Shares 3,181 Est. Cost $232.06 Unrealized -7.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $769 Shares 6,021 Est. Cost $117.77 Unrealized +6.8%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $762 Shares 4,461 Est. Cost $152.80 Unrealized
MYGN MYRIAD GENETICS INC 0.1%
Value ($000) $760 Shares 39,335 Est. Cost $20.42 Unrealized +6.9%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $759 Shares 8,196 Est. Cost $85.82 Unrealized -0.2%
CM CANADIAN IMPERIAL BK COMM TO 0.1%
Value ($000) $756 Shares 17,756 Est. Cost $38.03 Unrealized -1.0%
SKM SK TELECOM LTD 0.1%
Value ($000) $754 Shares 38,186 Est. Cost $20.13 Unrealized
STERICYCLE INC 0.1%
Value ($000) $751 Shares 17,862 Est. Cost $45.37 Unrealized
ORANY ORANGE 0.1%
Value ($000) $743 Shares 67,210 Est. Cost $10.79 Unrealized
CDP CORPORATE OFFICE PPTYS TR 0.1%
Value ($000) $739 Shares 28,419 Est. Cost $25.79 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $734 Shares 3,185 Est. Cost $239.47 Unrealized +1.8%
BIO BIO RAD LABS INC 0.1%
Value ($000) $728 Shares 1,819 Est. Cost $409.96 Unrealized -0.7%
PENN PENN ENTERTAINMENT INC 0.1%
Value ($000) $726 Shares 29,612 Est. Cost $29.36 Unrealized -9.3%
USB US BANCORP DEL 0.1%
Value ($000) $725 Shares 18,179 Est. Cost $32.43 Unrealized -12.4%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $724 Shares 7,565 Est. Cost $76.09 Unrealized -0.2%
CNC CENTENE CORP DEL 0.1%
Value ($000) $719 Shares 10,928 Est. Cost $73.11 Unrealized -8.8%
STM STMICROELECTRONICS N V 0.1%
Value ($000) $694 Shares 13,982 Est. Cost $44.28 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $692 Shares 6,990 Est. Cost $86.90 Unrealized +5.5%
HAS HASBRO INC 0.1%
Value ($000) $686 Shares 10,764 Est. Cost $52.79 Unrealized -1.5%
MBB ISHARES TR 0.1%
Value ($000) $681 Shares 7,420 Est. Cost $93.58 Unrealized
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $676 Shares 5,968 Est. Cost $91.72 Unrealized
BA BOEING CO 0.1%
Value ($000) $674 Shares 2,913 Est. Cost $207.77 Unrealized -0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $673 Shares 5,915 Est. Cost $97.64 Unrealized -3.2%
COLB COLUMBIA BKG SYS INC 0.1%
Value ($000) $662 Shares 29,710 Est. Cost $21.65 Unrealized -17.4%
AIN ALBANY INTL CORP 0.1%
Value ($000) $659 Shares 6,906 Est. Cost $92.31 Unrealized -6.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $654 Shares 2,367 Est. Cost $229.14 Unrealized -6.7%
VIV TELEFONICA BRASIL SA 0.1%
Value ($000) $646 Shares 73,608 Est. Cost $8.25 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $644 Shares 12,734 Est. Cost $50.56 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $642 Shares 20,007 Est. Cost $31.82 Unrealized -15.3%
NKE NIKE INC 0.1%
Value ($000) $637 Shares 5,854 Est. Cost $115.46 Unrealized -3.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $637 Shares 4,101 Est. Cost $132.18 Unrealized +6.9%
NTR NUTRIEN LTD 0.1%
Value ($000) $633 Shares 9,663 Est. Cost $64.56 Unrealized -10.0%
O REALTY INCOME CORP 0.1%
Value ($000) $633 Shares 10,685 Est. Cost $52.55 Unrealized +0.0%
VICI VICI PPTYS INC 0.1%
Value ($000) $631 Shares 20,308 Est. Cost $27.60 Unrealized 0.0%
TU TELUS CORPORATION 0.1%
Value ($000) $625 Shares 36,399 Est. Cost $20.33 Unrealized -0.9%
SPIRIT AEROSYSTEMS HLDGS INC 0.1%
Value ($000) $613 Shares 27,419 Est. Cost $26.23 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $610 Shares 5,605 Est. Cost $95.32 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.1%
Value ($000) $605 Shares 42,964 Est. Cost $12.05 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $584 Shares 2,115 Est. Cost $233.67 Unrealized
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $574 Shares 8,378 Est. Cost $51.80 Unrealized -13.9%
KEY KEYCORP 0.1%
Value ($000) $572 Shares 47,982 Est. Cost $14.77 Unrealized -39.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $566 Shares 4,302 Est. Cost $123.81 Unrealized -10.8%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $565 Shares 10,607 Est. Cost $40.99 Unrealized +7.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $564 Shares 9,323 Est. Cost $60.76 Unrealized -3.0%
CX CEMEX SAB DE CV 0.1%
Value ($000) $560 Shares 73,074 Est. Cost $7.66 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $551 Shares 1,237 Est. Cost $428.82 Unrealized +0.6%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $548 Shares 5,613 Est. Cost $47.42 Unrealized -0.6%
USMV ISHARES TR 0.1%
Value ($000) $540 Shares 7,272 Est. Cost $73.53 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $535 Shares 5,993 Est. Cost $81.28 Unrealized -2.7%
RELX RELX PLC 0.1%
Value ($000) $530 Shares 16,276 Est. Cost $30.13 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.1%
Value ($000) $521 Shares 65,604 Est. Cost $7.24 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $518 Shares 6,292 Est. Cost $70.00 Unrealized +3.8%
EDU NEW ORIENTAL ED & TECHNOLOGY 0.1%
Value ($000) $510 Shares 8,878 Est. Cost $57.44 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $507 Shares 4,430 Est. Cost $76.14 Unrealized +31.9%
NTAP NETAPP INC 0.1%
Value ($000) $497 Shares 6,396 Est. Cost $62.16 Unrealized +2.6%
UBS UBS GROUP AG 0.1%
Value ($000) $497 Shares 22,713 Est. Cost $20.49 Unrealized -1.9%
AMX AMERICA MOVIL SAB DE CV 0.1%
Value ($000) $494 Shares 24,793 Est. Cost $20.58 Unrealized
ENVX ENOVIX CORPORATION 0.1%
Value ($000) $489 Shares 27,400 Est. Cost $13.29 Unrealized 0.0%
ERII ENERGY RECOVERY INC 0.1%
Value ($000) $487 Shares 17,700 Est. Cost $21.90 Unrealized +13.9%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $485 Shares 5,940 Est. Cost $76.37 Unrealized +11.1%
INTC INTEL CORP 0.1%
Value ($000) $481 Shares 13,692 Est. Cost $27.49 Unrealized +11.8%
MPLX MPLX LP 0.1%
Value ($000) $477 Shares 13,706 Est. Cost $34.61 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $474 Shares 8,186 Est. Cost $34.59 Unrealized +63.4%
EVRG EVERGY INC 0.1%
Value ($000) $474 Shares 8,273 Est. Cost $53.91 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $473 Shares 22,972 Est. Cost $15.61 Unrealized 0.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.1%
Value ($000) $469 Shares 4,238 Est. Cost $110.78 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $468 Shares 847 Est. Cost $469.18 Unrealized +3.8%
PIONEER NAT RES CO 0.1%
Value ($000) $462 Shares 1,975 Est. Cost $227.27 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $461 Shares 6,534 Est. Cost $70.61 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $454 Shares 838 Est. Cost $453.61 Unrealized +4.3%
PAM PAMPA ENERGIA S A 0.1%
Value ($000) $454 Shares 11,250 Est. Cost $40.32 Unrealized
VIPS VIPSHOP HOLDINGS LIMITED 0.1%
Value ($000) $451 Shares 25,602 Est. Cost $16.39 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $437 Shares 4,532 Est. Cost $96.53 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $437 Shares 57,364 Est. Cost $7.03 Unrealized
CPA COPA HOLDINGS SA 0.1%
Value ($000) $431 Shares 3,924 Est. Cost $86.26 Unrealized 0.0%
CRH PLC 0.1%
Value ($000) $428 Shares 7,218 Est. Cost $59.30 Unrealized
ARGX ARGENX SE 0.1%
Value ($000) $423 Shares 866 Est. Cost $488.81 Unrealized
TEN TSAKOS ENERGY NAVIGATION LTD 0.1%
Value ($000) $422 Shares 20,238 Est. Cost $18.56 Unrealized -5.5%
MS MORGAN STANLEY 0.1%
Value ($000) $421 Shares 4,739 Est. Cost $78.37 Unrealized 0.0%
NI NISOURCE INC 0.1%
Value ($000) $414 Shares 15,605 Est. Cost $25.19 Unrealized +1.2%
WPC WP CAREY INC 0.1%
Value ($000) $413 Shares 6,216 Est. Cost $73.15 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $411 Shares 1,846 Est. Cost $222.87 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $411 Shares 5,640 Est. Cost $75.32 Unrealized -14.6%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $409 Shares 21,095 Est. Cost $18.49 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $401 Shares 309 Est. Cost $1257.74 Unrealized 0.0%
ING ING GROEP N.V. 0.1%
Value ($000) $399 Shares 27,216 Est. Cost $13.39 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $398 Shares 4,609 Est. Cost $98.02 Unrealized -5.6%
TCOM TRIP COM GROUP LTD 0.1%
Value ($000) $397 Shares 9,996 Est. Cost $39.75 Unrealized
LAZARD LTD 0.1%
Value ($000) $391 Shares 11,652 Est. Cost $33.59 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $377 Shares 13,677 Est. Cost $22.22 Unrealized
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $375 Shares 4,772 Est. Cost $71.39 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $374 Shares 1,743 Est. Cost $201.68 Unrealized 0.0%
SAP SAP SE 0.1%
Value ($000) $369 Shares 2,777 Est. Cost $132.96 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $364 Shares 5,793 Est. Cost $58.67 Unrealized 0.0%
ASX ASE TECHNOLOGY HLDG CO LTD 0.1%
Value ($000) $362 Shares 47,226 Est. Cost $7.82 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $362 Shares 12,002 Est. Cost $31.45 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $362 Shares 1,515 Est. Cost $219.95 Unrealized +2.0%
EMBJ EMBRAER S.A. 0.1%
Value ($000) $357 Shares 24,746 Est. Cost $14.41 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $355 Shares 1,554 Est. Cost $212.84 Unrealized +14.4%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $351 Shares 2,103 Est. Cost $149.68 Unrealized +8.6%
C CITIGROUP INC 0.1%
Value ($000) $346 Shares 7,577 Est. Cost $43.95 Unrealized -2.8%
CB CHUBB LIMITED 0.1%
Value ($000) $341 Shares 1,697 Est. Cost $200.38 Unrealized -5.3%
IBB ISHARES TR 0.1%
Value ($000) $337 Shares 2,648 Est. Cost $130.83 Unrealized
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $330 Shares 10,712 Est. Cost $28.25 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $323 Shares 2,079 Est. Cost $151.30 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $317 Shares 575 Est. Cost $99.98 Unrealized 0.0%
SDY SPDR SER TR 0.1%
Value ($000) $315 Shares 2,529 Est. Cost $124.73 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $306 Shares 14,657 Est. Cost $18.20 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $300 Shares 970 Est. Cost $302.56 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $292 Shares 45,394 Est. Cost $7.37 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $287 Shares 8,352 Est. Cost $26.77 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $281 Shares 981 Est. Cost $275.23 Unrealized -9.9%
TX TERNIUM SA 0.0%
Value ($000) $275 Shares 6,678 Est. Cost $41.12 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $273 Shares 962 Est. Cost $259.94 Unrealized +8.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $271 Shares 795 Est. Cost $336.94 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $266 Shares 982 Est. Cost $232.54 Unrealized +4.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $266 Shares 14,600 Est. Cost $7.83 Unrealized +45.2%
IJH ISHARES TR 0.0%
Value ($000) $263 Shares 984 Est. Cost $267.72 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $257 Shares 2,347 Est. Cost $81.21 Unrealized +19.1%
ARTY ISHARES TR 0.0%
Value ($000) $245 Shares 7,430 Est. Cost $32.91 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $237 Shares 11,000 Est. Cost $21.96 Unrealized +1.4%
SHEL SHELL PLC 0.0%
Value ($000) $236 Shares 3,864 Est. Cost $61.15 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $235 Shares 3,468 Est. Cost $65.30 Unrealized 0.0%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $233 Shares 16,600 Est. Cost $9.80 Unrealized 0.0%
RDNT RADNET INC 0.0%
Value ($000) $232 Shares 7,000 Est. Cost $29.05 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $228 Shares 528 Est. Cost $36.83 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $225 Shares 2,000 Est. Cost $108.78 Unrealized -6.1%
DRD DRDGOLD LIMITED 0.0%
Value ($000) $222 Shares 21,696 Est. Cost $10.21 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $216 Shares 5,488 Est. Cost $39.37 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $216 Shares 2,036 Est. Cost $105.90 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $207 Shares 751 Est. Cost $260.60 Unrealized +0.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $205 Shares 6,861 Est. Cost $29.86 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $203 Shares 882 Est. Cost $200.31 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $202 Shares 9,528 Est. Cost $17.60 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $180 Shares 10,355 Est. Cost $14.79 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $172 Shares 14,072 Est. Cost $9.47 Unrealized 0.0%
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $142 Shares 10,022 Est. Cost $12.48 Unrealized +9.7%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $135 Shares 14,508 Est. Cost $9.92 Unrealized
FIP FTAI INFRASTRUCTURE INC 0.0%
Value ($000) $125 Shares 34,700 Est. Cost $2.61 Unrealized +17.2%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $111 Shares 10,100 Est. Cost $7.21 Unrealized +0.5%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $37 Shares 17,038 Est. Cost $2.15 Unrealized
CGEN COMPUGEN LTD 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $0.87 Unrealized -0.1%
MSFT MICROSOFT CORP 0.0%
Value ($000) $1 Shares 3,500 Est. Cost $266.49 Unrealized +15.3%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $13.29 Unrealized 0.0%