Fidelis Capital Partners, LLC Diversified Active

CIK: 0001962755 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $292,431 (100.0% shares, 0.0% debt)

Holdings (271)

AAPL APPLE INC 8.0%
Value ($000) $23,541 Shares 137,557 Est. Cost $152.00 Unrealized +19.3%
MSFT MICROSOFT CORP 7.0%
Value ($000) $20,348 Shares 64,491 Est. Cost $266.86 Unrealized +21.6%
SPY SPDR S&P 500 ETF TR 3.9%
Value ($000) $11,327 Shares 26,498 Est. Cost $412.97 Unrealized
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $7,652 Shares 13,544 Est. Cost $518.62 Unrealized +2.6%
AMZN AMAZON COM INC 2.5%
Value ($000) $7,295 Shares 57,326 Est. Cost $109.52 Unrealized +22.3%
GOOG ALPHABET INC 2.5%
Value ($000) $7,256 Shares 55,001 Est. Cost $96.76 Unrealized +33.4%
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $6,012 Shares 13,810 Est. Cost $19.36 Unrealized +131.2%
GOOGL ALPHABET INC 1.9%
Value ($000) $5,478 Shares 41,833 Est. Cost $98.04 Unrealized +31.0%
VO VANGUARD INDEX FDS 1.8%
Value ($000) $5,192 Shares 24,457 Est. Cost $208.40 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $4,962 Shares 10,924 Est. Cost $418.14 Unrealized
XOM EXXON MOBIL CORP 1.5%
Value ($000) $4,506 Shares 38,321 Est. Cost $99.59 Unrealized +1.4%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $4,346 Shares 25,773 Est. Cost $150.46 Unrealized -3.1%
QUAL ISHARES TR 1.4%
Value ($000) $4,216 Shares 30,938 Est. Cost $122.30 Unrealized
IJH ISHARES TR 1.3%
Value ($000) $3,773 Shares 15,131 Est. Cost $249.10 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $3,382 Shares 23,318 Est. Cost $125.35 Unrealized +13.5%
TSLA TESLA INC 1.1%
Value ($000) $3,145 Shares 12,525 Est. Cost $215.39 Unrealized +19.3%
META META PLATFORMS INC 1.0%
Value ($000) $2,861 Shares 9,530 Est. Cost $158.05 Unrealized +89.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,834 Shares 8,090 Est. Cost $311.88 Unrealized +13.8%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $2,773 Shares 5,500 Est. Cost $481.28 Unrealized -2.4%
LLY ELI LILLY & CO 0.9%
Value ($000) $2,525 Shares 4,700 Est. Cost $353.79 Unrealized +43.2%
V VISA INC 0.9%
Value ($000) $2,522 Shares 10,950 Est. Cost $212.64 Unrealized +11.1%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $2,476 Shares 6,304 Est. Cost $357.47 Unrealized
ITOT ISHARES TR 0.8%
Value ($000) $2,459 Shares 26,111 Est. Cost $88.56 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $2,226 Shares 12,597 Est. Cost $180.62 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $2,193 Shares 2,640 Est. Cost $55.12 Unrealized +52.3%
MRK MERCK & CO INC 0.7%
Value ($000) $2,147 Shares 20,853 Est. Cost $96.14 Unrealized +3.8%
KO COCA COLA CO 0.7%
Value ($000) $2,101 Shares 37,550 Est. Cost $55.47 Unrealized +0.5%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,052 Shares 13,181 Est. Cost $151.80 Unrealized +1.0%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $2,041 Shares 13,133 Est. Cost $154.91 Unrealized
IWR ISHARES TR 0.7%
Value ($000) $2,023 Shares 29,215 Est. Cost $68.82 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $2,021 Shares 13,557 Est. Cost $137.24 Unrealized -1.4%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,881 Shares 15,700 Est. Cost $106.39 Unrealized +1.4%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,873 Shares 12,843 Est. Cost $133.10 Unrealized +8.3%
HD HOME DEPOT INC 0.6%
Value ($000) $1,798 Shares 5,949 Est. Cost $283.15 Unrealized +7.0%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,791 Shares 10,923 Est. Cost $147.44 Unrealized
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $1,779 Shares 7,586 Est. Cost $82.41 Unrealized +43.6%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $1,683 Shares 4,251 Est. Cost $345.21 Unrealized +14.8%
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,643 Shares 12,761 Est. Cost $133.59 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $1,582 Shares 16,402 Est. Cost $95.05 Unrealized
CALF PACER FDS TR 0.5%
Value ($000) $1,574 Shares 37,302 Est. Cost $38.05 Unrealized
IEFA ISHARES TR 0.5%
Value ($000) $1,561 Shares 23,753 Est. Cost $68.24 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $1,549 Shares 28,740 Est. Cost $43.70 Unrealized +15.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,459 Shares 2,883 Est. Cost $539.34 Unrealized -1.9%
IWF ISHARES TR 0.5%
Value ($000) $1,450 Shares 5,450 Est. Cost $247.13 Unrealized
VB VANGUARD INDEX FDS 0.5%
Value ($000) $1,449 Shares 7,663 Est. Cost $187.25 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $1,415 Shares 14,594 Est. Cost $99.20 Unrealized +1.3%
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $1,405 Shares 29,465 Est. Cost $56.85 Unrealized -18.9%
IEMG ISHARES INC 0.5%
Value ($000) $1,391 Shares 27,842 Est. Cost $49.36 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $1,382 Shares 2,711 Est. Cost $347.19 Unrealized +51.1%
PEP PEPSICO INC 0.5%
Value ($000) $1,359 Shares 8,019 Est. Cost $160.76 Unrealized +4.0%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,333 Shares 14,745 Est. Cost $80.23 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $1,300 Shares 14,228 Est. Cost $94.24 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,252 Shares 6,778 Est. Cost $177.40 Unrealized -2.0%
WMT WALMART INC 0.4%
Value ($000) $1,225 Shares 7,660 Est. Cost $46.25 Unrealized +12.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,207 Shares 10,846 Est. Cost $110.93 Unrealized -0.8%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,168 Shares 28,585 Est. Cost $40.39 Unrealized +0.7%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,154 Shares 3,758 Est. Cost $267.14 Unrealized +13.9%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,138 Shares 29,035 Est. Cost $40.69 Unrealized
ETN EATON CORP PLC 0.4%
Value ($000) $1,125 Shares 5,277 Est. Cost $156.25 Unrealized +34.2%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,122 Shares 3,466 Est. Cost $321.24 Unrealized -1.8%
MS MORGAN STANLEY 0.4%
Value ($000) $1,109 Shares 13,576 Est. Cost $82.80 Unrealized -3.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,103 Shares 4,187 Est. Cost $249.47 Unrealized +8.0%
CRM SALESFORCE INC 0.4%
Value ($000) $1,077 Shares 5,325 Est. Cost $162.52 Unrealized +31.4%
DVY ISHARES TR 0.4%
Value ($000) $1,067 Shares 9,915 Est. Cost $116.27 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,047 Shares 20,692 Est. Cost $50.60 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.4%
Value ($000) $1,034 Shares 15,388 Est. Cost $94.27 Unrealized -19.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $1,018 Shares 556 Est. Cost $30.60 Unrealized +27.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $1,007 Shares 2,206 Est. Cost $451.02 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $995 Shares 17,074 Est. Cost $46.49 Unrealized +17.0%
PIONEER NAT RES CO 0.3%
Value ($000) $976 Shares 4,253 Est. Cost $213.50 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $945 Shares 3,806 Est. Cost $224.22 Unrealized -1.8%
GSLC GOLDMAN SACHS ETF TR 0.3%
Value ($000) $889 Shares 10,559 Est. Cost $80.07 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $862 Shares 31,487 Est. Cost $29.92 Unrealized -7.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $840 Shares 3,078 Est. Cost $231.74 Unrealized +12.8%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $817 Shares 11,774 Est. Cost $61.55 Unrealized +9.2%
WMB WILLIAMS COS INC 0.3%
Value ($000) $816 Shares 24,207 Est. Cost $27.13 Unrealized +13.8%
HAL HALLIBURTON CO 0.3%
Value ($000) $806 Shares 19,897 Est. Cost $33.62 Unrealized +10.0%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $803 Shares 11,811 Est. Cost $58.24 Unrealized +13.8%
CVS CVS HEALTH CORP 0.3%
Value ($000) $796 Shares 11,372 Est. Cost $76.13 Unrealized -15.2%
NFLX NETFLIX INC 0.3%
Value ($000) $796 Shares 2,108 Est. Cost $30.63 Unrealized +38.4%
NKE NIKE INC 0.3%
Value ($000) $794 Shares 8,308 Est. Cost $105.34 Unrealized -6.7%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $791 Shares 4,154 Est. Cost $161.52 Unrealized +14.3%
TJX TJX COS INC NEW 0.3%
Value ($000) $789 Shares 8,880 Est. Cost $75.75 Unrealized +12.7%
UNP UNION PAC CORP 0.3%
Value ($000) $769 Shares 3,776 Est. Cost $189.83 Unrealized +8.6%
ORCL ORACLE CORP 0.3%
Value ($000) $767 Shares 7,237 Est. Cost $84.53 Unrealized +33.4%
LOW LOWES COS INC 0.3%
Value ($000) $765 Shares 3,680 Est. Cost $190.98 Unrealized +12.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $762 Shares 2,126 Est. Cost $270.54 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $758 Shares 13,270 Est. Cost $71.23 Unrealized -9.6%
AMGN AMGEN INC 0.3%
Value ($000) $757 Shares 2,816 Est. Cost $229.55 Unrealized +1.0%
VAL VALARIS LTD 0.3%
Value ($000) $754 Shares 10,062 Est. Cost $69.73 Unrealized +5.3%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $753 Shares 4,537 Est. Cost $166.29 Unrealized -3.0%
USMV ISHARES TR 0.3%
Value ($000) $752 Shares 10,383 Est. Cost $74.33 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $751 Shares 5,297 Est. Cost $115.03 Unrealized +6.2%
ITA ISHARES TR 0.3%
Value ($000) $750 Shares 7,080 Est. Cost $111.76 Unrealized
INTU INTUIT 0.2%
Value ($000) $730 Shares 1,428 Est. Cost $398.19 Unrealized +25.3%
LIN LINDE PLC 0.2%
Value ($000) $710 Shares 1,906 Est. Cost $330.33 Unrealized +11.7%
BLACKROCK INC 0.2%
Value ($000) $705 Shares 1,090 Est. Cost $697.86 Unrealized
DE DEERE & CO 0.2%
Value ($000) $703 Shares 1,863 Est. Cost $397.13 Unrealized +0.2%
EFA ISHARES TR 0.2%
Value ($000) $702 Shares 10,184 Est. Cost $71.73 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $698 Shares 1,114 Est. Cost $544.97 Unrealized
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $691 Shares 820 Est. Cost $618.84 Unrealized +21.2%
EEM ISHARES TR 0.2%
Value ($000) $687 Shares 18,100 Est. Cost $39.39 Unrealized
FLTR VANECK ETF TRUST 0.2%
Value ($000) $686 Shares 27,117 Est. Cost $25.00 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $672 Shares 5,993 Est. Cost $112.09 Unrealized +0.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $664 Shares 6,876 Est. Cost $82.98 Unrealized +9.9%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $656 Shares 722 Est. Cost $55.04 Unrealized +14.0%
PFE PFIZER INC 0.2%
Value ($000) $653 Shares 19,884 Est. Cost $38.31 Unrealized -20.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $631 Shares 14,238 Est. Cost $33.03 Unrealized +25.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $630 Shares 6,903 Est. Cost $96.79 Unrealized -4.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $629 Shares 2,615 Est. Cost $212.55 Unrealized +8.8%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $622 Shares 3,903 Est. Cost $158.16 Unrealized +0.5%
SO SOUTHERN CO 0.2%
Value ($000) $614 Shares 9,494 Est. Cost $61.09 Unrealized +4.4%
DXJ WISDOMTREE TR 0.2%
Value ($000) $596 Shares 6,755 Est. Cost $73.29 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $579 Shares 3,326 Est. Cost $152.16 Unrealized +16.3%
BP BP PLC 0.2%
Value ($000) $574 Shares 14,833 Est. Cost $38.72 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $574 Shares 1,027 Est. Cost $89.30 Unrealized +27.8%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $573 Shares 1,312 Est. Cost $454.19 Unrealized -3.9%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $560 Shares 4,048 Est. Cost $114.27 Unrealized +22.9%
AON AON PLC 0.2%
Value ($000) $559 Shares 1,723 Est. Cost $306.03 Unrealized +6.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $555 Shares 1,957 Est. Cost $265.04 Unrealized +3.7%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $552 Shares 1,586 Est. Cost $308.37 Unrealized +13.4%
MCK MCKESSON CORP 0.2%
Value ($000) $546 Shares 1,256 Est. Cost $357.20 Unrealized +16.7%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $546 Shares 3,635 Est. Cost $136.00 Unrealized +10.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $531 Shares 1 Est. Cost $466851.03 Unrealized +15.5%
KLAC KLA CORP 0.2%
Value ($000) $527 Shares 1,150 Est. Cost $383.34 Unrealized +22.5%
RTX RTX CORPORATION 0.2%
Value ($000) $527 Shares 7,437 Est. Cost $89.35 Unrealized -9.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $516 Shares 6,344 Est. Cost $97.93 Unrealized -14.8%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $515 Shares 1,409 Est. Cost $350.29 Unrealized +10.2%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $510 Shares 1,744 Est. Cost $254.07 Unrealized +22.9%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $509 Shares 35,550 Est. Cost $15.83 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $495 Shares 2,113 Est. Cost $176.97 Unrealized +32.3%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $493 Shares 2,003 Est. Cost $237.27 Unrealized +13.1%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $488 Shares 4,809 Est. Cost $99.51 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $484 Shares 5,481 Est. Cost $85.09 Unrealized -1.8%
MSCI MSCI INC 0.2%
Value ($000) $479 Shares 933 Est. Cost $507.72 Unrealized +0.6%
CPRT COPART INC 0.2%
Value ($000) $473 Shares 10,973 Est. Cost $39.40 Unrealized +12.8%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $470 Shares 8,898 Est. Cost $47.60 Unrealized +10.2%
EIX EDISON INTL 0.2%
Value ($000) $469 Shares 7,416 Est. Cost $60.74 Unrealized +2.7%
IJJ ISHARES TR 0.2%
Value ($000) $464 Shares 4,601 Est. Cost $103.68 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $464 Shares 3,045 Est. Cost $146.92 Unrealized +6.2%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $461 Shares 13,909 Est. Cost $32.33 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $454 Shares 3,260 Est. Cost $125.66 Unrealized -4.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $453 Shares 1,030 Est. Cost $440.84 Unrealized -4.3%
FAST FASTENAL CO 0.2%
Value ($000) $450 Shares 8,235 Est. Cost $24.88 Unrealized +7.7%
EQIX EQUINIX INC 0.2%
Value ($000) $440 Shares 606 Est. Cost $675.26 Unrealized +9.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $426 Shares 138 Est. Cost $2487.42 Unrealized +19.8%
VMC VULCAN MATLS CO 0.1%
Value ($000) $425 Shares 2,106 Est. Cost $175.61 Unrealized +21.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $418 Shares 1,023 Est. Cost $430.83 Unrealized -3.7%
HUM HUMANA INC 0.1%
Value ($000) $417 Shares 857 Est. Cost $490.76 Unrealized -7.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $416 Shares 1,808 Est. Cost $220.21 Unrealized +4.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $416 Shares 2,528 Est. Cost $185.75 Unrealized -9.7%
IWS ISHARES TR 0.1%
Value ($000) $412 Shares 3,951 Est. Cost $108.57 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $408 Shares 1,500 Est. Cost $259.61 Unrealized +6.8%
MPC MARATHON PETE CORP 0.1%
Value ($000) $407 Shares 2,691 Est. Cost $117.57 Unrealized +12.8%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $406 Shares 838 Est. Cost $428.51 Unrealized +12.6%
ASML ASML HOLDING N V 0.1%
Value ($000) $401 Shares 681 Est. Cost $630.31 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $397 Shares 7,194 Est. Cost $40.65 Unrealized +31.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $378 Shares 13,793 Est. Cost $25.63 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $372 Shares 910 Est. Cost $199.48 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $366 Shares 2,456 Est. Cost $159.79 Unrealized -0.6%
SNPS SYNOPSYS INC 0.1%
Value ($000) $364 Shares 794 Est. Cost $333.40 Unrealized +34.2%
IVW ISHARES TR 0.1%
Value ($000) $363 Shares 5,311 Est. Cost $58.53 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $363 Shares 3,279 Est. Cost $143.53 Unrealized -18.9%
CB CHUBB LIMITED 0.1%
Value ($000) $363 Shares 1,742 Est. Cost $201.48 Unrealized -2.3%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $363 Shares 1,535 Est. Cost $182.59 Unrealized +27.1%
GWW GRAINGER W W INC 0.1%
Value ($000) $362 Shares 523 Est. Cost $625.87 Unrealized +13.2%
OKE ONEOK INC NEW 0.1%
Value ($000) $361 Shares 5,690 Est. Cost $57.97 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $358 Shares 10,057 Est. Cost $34.22 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $354 Shares 3,840 Est. Cost $86.53 Unrealized -0.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $354 Shares 1,296 Est. Cost $262.38 Unrealized +6.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $354 Shares 3,214 Est. Cost $101.51 Unrealized +9.5%
DHI D R HORTON INC 0.1%
Value ($000) $352 Shares 3,277 Est. Cost $98.37 Unrealized +18.9%
AZO AUTOZONE INC 0.1%
Value ($000) $351 Shares 138 Est. Cost $2429.74 Unrealized +3.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $349 Shares 24,899 Est. Cost $12.31 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $348 Shares 1,892 Est. Cost $141.77 Unrealized
CSX CSX CORP 0.1%
Value ($000) $346 Shares 11,257 Est. Cost $29.65 Unrealized +3.1%
CTAS CINTAS CORP 0.1%
Value ($000) $343 Shares 713 Est. Cost $110.41 Unrealized +10.5%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $339 Shares 4,415 Est. Cost $74.35 Unrealized +11.4%
C CITIGROUP INC 0.1%
Value ($000) $339 Shares 8,245 Est. Cost $40.54 Unrealized -0.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $335 Shares 2,151 Est. Cost $157.55 Unrealized -3.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $327 Shares 3,242 Est. Cost $104.54 Unrealized +3.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $327 Shares 4,186 Est. Cost $74.24 Unrealized +6.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $325 Shares 7,857 Est. Cost $41.42 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $324 Shares 1,132 Est. Cost $275.60 Unrealized -1.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $323 Shares 1,846 Est. Cost $171.58 Unrealized +3.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $319 Shares 2,601 Est. Cost $130.48 Unrealized -11.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $319 Shares 1,621 Est. Cost $216.72 Unrealized -5.4%
AFL AFLAC INC 0.1%
Value ($000) $315 Shares 4,104 Est. Cost $64.83 Unrealized +8.8%
BRO BROWN & BROWN INC 0.1%
Value ($000) $314 Shares 4,496 Est. Cost $57.55 Unrealized +22.1%
ROST ROSS STORES INC 0.1%
Value ($000) $314 Shares 2,776 Est. Cost $108.56 Unrealized +3.0%
MPLX MPLX LP 0.1%
Value ($000) $309 Shares 8,694 Est. Cost $33.61 Unrealized
TDS TELEPHONE & DATA SYS INC 0.1%
Value ($000) $306 Shares 16,699 Est. Cost $8.56 Unrealized +68.6%
IJK ISHARES TR 0.1%
Value ($000) $304 Shares 4,209 Est. Cost $70.66 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $302 Shares 2,157 Est. Cost $139.22 Unrealized -3.9%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $302 Shares 1,325 Est. Cost $186.62 Unrealized +17.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $302 Shares 8,091 Est. Cost $39.73 Unrealized -1.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $298 Shares 4,397 Est. Cost $72.99 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $296 Shares 2,460 Est. Cost $90.05 Unrealized +14.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $293 Shares 3,684 Est. Cost $79.00 Unrealized -1.5%
MCO MOODYS CORP 0.1%
Value ($000) $292 Shares 923 Est. Cost $299.09 Unrealized +11.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $291 Shares 4,979 Est. Cost $75.74 Unrealized -14.2%
FISV FISERV INC 0.1%
Value ($000) $288 Shares 2,549 Est. Cost $111.32 Unrealized +10.6%
CME CME GROUP INC 0.1%
Value ($000) $280 Shares 1,400 Est. Cost $163.22 Unrealized +10.4%
KR KROGER CO 0.1%
Value ($000) $280 Shares 6,256 Est. Cost $43.02 Unrealized +3.7%
IJS ISHARES TR 0.1%
Value ($000) $278 Shares 3,118 Est. Cost $92.81 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $274 Shares 3,160 Est. Cost $108.62 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $273 Shares 2,468 Est. Cost $67.13 Unrealized +32.1%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $272 Shares 5,136 Est. Cost $51.99 Unrealized +9.3%
PWR QUANTA SVCS INC 0.1%
Value ($000) $271 Shares 1,449 Est. Cost $153.11 Unrealized +30.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $271 Shares 8,345 Est. Cost $32.40 Unrealized -10.5%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $269 Shares 2,347 Est. Cost $105.72 Unrealized +9.1%
SHEL SHELL PLC 0.1%
Value ($000) $265 Shares 4,118 Est. Cost $60.95 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $265 Shares 4,297 Est. Cost $52.31 Unrealized +14.3%
FDX FEDEX CORP 0.1%
Value ($000) $264 Shares 996 Est. Cost $221.63 Unrealized +11.3%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $263 Shares 1,339 Est. Cost $194.07 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $263 Shares 4,052 Est. Cost $57.59 Unrealized +4.7%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $262 Shares 3,788 Est. Cost $79.04 Unrealized +1.7%
HSY HERSHEY CO 0.1%
Value ($000) $260 Shares 1,300 Est. Cost $208.68 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.1%
Value ($000) $260 Shares 4,013 Est. Cost $27.87 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $257 Shares 500 Est. Cost $89.54 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $256 Shares 1,606 Est. Cost $165.40 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $255 Shares 3,198 Est. Cost $63.33 Unrealized +16.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $251 Shares 4,331 Est. Cost $61.37 Unrealized -11.5%
IDXX IDEXX LABS INC 0.1%
Value ($000) $250 Shares 571 Est. Cost $478.60 Unrealized +4.2%
NUE NUCOR CORP 0.1%
Value ($000) $248 Shares 1,589 Est. Cost $150.63 Unrealized +5.9%
BA BOEING CO 0.1%
Value ($000) $247 Shares 1,289 Est. Cost $207.77 Unrealized +5.3%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $246 Shares 600 Est. Cost $391.45 Unrealized +11.4%
ADSK AUTODESK INC 0.1%
Value ($000) $245 Shares 1,184 Est. Cost $205.06 Unrealized +2.5%
CMI CUMMINS INC 0.1%
Value ($000) $243 Shares 1,065 Est. Cost $228.01 Unrealized +0.2%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $243 Shares 3,022 Est. Cost $78.97 Unrealized +4.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $239 Shares 1,706 Est. Cost $131.75 Unrealized 0.0%
TOTALENERGIES SE 0.1%
Value ($000) $238 Shares 3,622 Est. Cost $61.37 Unrealized
CDW CDW CORP 0.1%
Value ($000) $237 Shares 1,176 Est. Cost $193.29 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $237 Shares 608 Est. Cost $337.66 Unrealized +15.9%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $233 Shares 2,086 Est. Cost $141.30 Unrealized -16.6%
MET METLIFE INC 0.1%
Value ($000) $232 Shares 3,686 Est. Cost $58.01 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value ($000) $228 Shares 2,678 Est. Cost $66.62 Unrealized +15.1%
HEI HEICO CORP NEW 0.1%
Value ($000) $225 Shares 1,391 Est. Cost $155.90 Unrealized +8.8%
MKL MARKEL GROUP INC 0.1%
Value ($000) $224 Shares 152 Est. Cost $1340.97 Unrealized +9.2%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $220 Shares 8,121 Est. Cost $22.80 Unrealized +10.5%
HEI/A HEICO CORP NEW 0.1%
Value ($000) $218 Shares 1,687 Est. Cost $133.56 Unrealized +1.2%
BN BROOKFIELD CORP 0.1%
Value ($000) $218 Shares 6,962 Est. Cost $20.81 Unrealized +6.5%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $216 Shares 1,063 Est. Cost $43.27 Unrealized -3.9%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $212 Shares 2,317 Est. Cost $81.90 Unrealized +13.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $212 Shares 2,489 Est. Cost $83.89 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $211 Shares 1,365 Est. Cost $134.18 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $211 Shares 1,826 Est. Cost $116.10 Unrealized 0.0%
COOPER COS INC 0.1%
Value ($000) $211 Shares 662 Est. Cost $385.94 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $210 Shares 1,384 Est. Cost $154.40 Unrealized
HESS CORP 0.1%
Value ($000) $209 Shares 1,366 Est. Cost $153.00 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $208 Shares 2,502 Est. Cost $78.06 Unrealized +11.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $208 Shares 2,783 Est. Cost $28.63 Unrealized +4.4%
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $206 Shares 987 Est. Cost $232.68 Unrealized -11.1%
COR CENCORA INC 0.1%
Value ($000) $206 Shares 1,144 Est. Cost $155.84 Unrealized +16.1%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $206 Shares 3,236 Est. Cost $47.20 Unrealized +27.4%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $206 Shares 624 Est. Cost $330.58 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $206 Shares 4,915 Est. Cost $36.57 Unrealized -0.4%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $202 Shares 1,416 Est. Cost $144.29 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $141 Shares 11,381 Est. Cost $10.20 Unrealized +8.7%
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $107 Shares 55,390 Est. Cost $0.91 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $96 Shares 10,174 Est. Cost $9.48 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $94 Shares 19,377 Est. Cost $4.52 Unrealized +27.3%
GTN GRAY TELEVISION INC 0.0%
Value ($000) $87 Shares 12,639 Est. Cost $8.24 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $87 Shares 10,210 Est. Cost $8.49 Unrealized
GROV GROVE COLLABORATIVE HOLD INC 0.0%
Value ($000) $86 Shares 32,336 Est. Cost $2.20 Unrealized +15.3%
GPMT GRANITE PT MTG TR INC 0.0%
Value ($000) $63 Shares 13,130 Est. Cost $4.17 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $48 Shares 34,130 Est. Cost $1.69 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $47 Shares 10,330 Est. Cost $4.52 Unrealized
MYMD PHARMACEUTICALS INC 0.0%
Value ($000) $23 Shares 38,590 Est. Cost $1.32 Unrealized
23ANDME HOLDING CO 0.0%
Value ($000) $16 Shares 16,120 Est. Cost $0.98 Unrealized
INSTIL BIO INC 0.0%
Value ($000) $5 Shares 11,288 Est. Cost $0.55 Unrealized