Trueblood Wealth Management, LLC Diversified Active

CIK: 0002005380 · Show all filings

Period: Q4 2023 (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $159,405 (100.0% shares, 0.0% debt)

Holdings (208)

JPM JPMORGAN CHASE & CO 6.0%
Value ($000) $9,637 Shares 56,652 Est. Cost $144.89 Unrealized 0.0%
AAPL APPLE INC 4.4%
Value ($000) $7,025 Shares 36,487 Est. Cost $182.81 Unrealized 0.0%
MSFT MICROSOFT CORP 3.2%
Value ($000) $5,157 Shares 13,715 Est. Cost $350.36 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 2.2%
Value ($000) $3,539 Shares 10,085 Est. Cost $312.68 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,751 Shares 5,225 Est. Cost $511.31 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.6%
Value ($000) $2,577 Shares 17,277 Est. Cost $137.80 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 1.3%
Value ($000) $2,113 Shares 9,394 Est. Cost $232.39 Unrealized 0.0%
CAT CATERPILLAR INC 1.3%
Value ($000) $2,000 Shares 6,765 Est. Cost $251.22 Unrealized 0.0%
MCD MCDONALDS CORP 1.3%
Value ($000) $1,998 Shares 6,739 Est. Cost $258.68 Unrealized 0.0%
CINF CINCINNATI FINL CORP 1.2%
Value ($000) $1,976 Shares 19,097 Est. Cost $96.11 Unrealized 0.0%
HD HOME DEPOT INC 1.2%
Value ($000) $1,902 Shares 5,489 Est. Cost $293.72 Unrealized 0.0%
RDVI FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $1,834 Shares 79,449 Est. Cost $23.08 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $1,832 Shares 55,895 Est. Cost $32.77 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,722 Shares 17,228 Est. Cost $97.59 Unrealized 0.0%
ADI ANALOG DEVICES INC 1.0%
Value ($000) $1,664 Shares 8,378 Est. Cost $172.22 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $1,654 Shares 3,339 Est. Cost $46.31 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,635 Shares 10,429 Est. Cost $143.59 Unrealized 0.0%
EKG FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,602 Shares 20,020 Est. Cost $80.04 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 1.0%
Value ($000) $1,583 Shares 22,349 Est. Cost $70.84 Unrealized
WSO WATSCO INC 1.0%
Value ($000) $1,530 Shares 3,571 Est. Cost $387.45 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.9%
Value ($000) $1,460 Shares 6,790 Est. Cost $39.39 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $1,449 Shares 26,364 Est. Cost $54.98 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $1,438 Shares 13,191 Est. Cost $96.81 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.9%
Value ($000) $1,434 Shares 6,971 Est. Cost $178.14 Unrealized 0.0%
LIN LINDE PLC 0.9%
Value ($000) $1,425 Shares 3,470 Est. Cost $383.62 Unrealized 0.0%
NDSN NORDSON CORP 0.9%
Value ($000) $1,421 Shares 5,381 Est. Cost $225.32 Unrealized 0.0%
ORCL ORACLE CORP 0.8%
Value ($000) $1,331 Shares 12,621 Est. Cost $106.71 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.8%
Value ($000) $1,330 Shares 23,157 Est. Cost $51.55 Unrealized 0.0%
BRO BROWN & BROWN INC 0.8%
Value ($000) $1,299 Shares 18,261 Est. Cost $70.55 Unrealized 0.0%
SLYV SPDR SER TR 0.8%
Value ($000) $1,283 Shares 15,406 Est. Cost $83.31 Unrealized
RSG REPUBLIC SVCS INC 0.8%
Value ($000) $1,276 Shares 7,739 Est. Cost $151.31 Unrealized 0.0%
QCOM QUALCOMM INC 0.8%
Value ($000) $1,272 Shares 8,798 Est. Cost $118.34 Unrealized 0.0%
FGD FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,250 Shares 56,138 Est. Cost $22.26 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.8%
Value ($000) $1,204 Shares 53,632 Est. Cost $22.44 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,197 Shares 7,587 Est. Cost $157.80 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,173 Shares 5,035 Est. Cost $222.04 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,172 Shares 18,705 Est. Cost $62.66 Unrealized
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $1,133 Shares 2,402 Est. Cost $446.64 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,130 Shares 7,711 Est. Cost $140.61 Unrealized 0.0%
STE STERIS PLC 0.7%
Value ($000) $1,104 Shares 5,020 Est. Cost $207.61 Unrealized 0.0%
INTU INTUIT 0.7%
Value ($000) $1,086 Shares 1,738 Est. Cost $544.67 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1,056 Shares 1,990 Est. Cost $480.76 Unrealized 0.0%
ABBV ABBVIE INC 0.6%
Value ($000) $1,027 Shares 6,627 Est. Cost $135.72 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.6%
Value ($000) $1,023 Shares 4,327 Est. Cost $200.12 Unrealized 0.0%
EOG EOG RES INC 0.6%
Value ($000) $1,013 Shares 8,378 Est. Cost $115.58 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.6%
Value ($000) $990 Shares 28,955 Est. Cost $32.48 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $989 Shares 2,563 Est. Cost $317.74 Unrealized 0.0%
OKE ONEOK INC NEW 0.6%
Value ($000) $977 Shares 13,916 Est. Cost $60.36 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.6%
Value ($000) $970 Shares 11,525 Est. Cost $76.28 Unrealized 0.0%
KO COCA COLA CO 0.6%
Value ($000) $916 Shares 15,546 Est. Cost $53.26 Unrealized 0.0%
SNA SNAP ON INC 0.6%
Value ($000) $914 Shares 3,166 Est. Cost $254.93 Unrealized 0.0%
SMDV PROSHARES TR 0.6%
Value ($000) $907 Shares 13,948 Est. Cost $65.01 Unrealized
NDAQ NASDAQ INC 0.6%
Value ($000) $904 Shares 15,554 Est. Cost $51.21 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $904 Shares 2,534 Est. Cost $350.99 Unrealized 0.0%
KKR KKR & CO INC 0.6%
Value ($000) $903 Shares 10,900 Est. Cost $66.83 Unrealized 0.0%
PEP PEPSICO INC 0.6%
Value ($000) $890 Shares 5,243 Est. Cost $153.75 Unrealized 0.0%
IFV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $862 Shares 44,120 Est. Cost $19.54 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $850 Shares 13,995 Est. Cost $53.46 Unrealized 0.0%
DWAS INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $846 Shares 10,094 Est. Cost $83.79 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $829 Shares 5,457 Est. Cost $140.18 Unrealized 0.0%
FAST FASTENAL CO 0.5%
Value ($000) $819 Shares 12,640 Est. Cost $28.68 Unrealized 0.0%
WELL WELLTOWER INC 0.5%
Value ($000) $807 Shares 8,952 Est. Cost $83.03 Unrealized 0.0%
CB CHUBB LIMITED 0.5%
Value ($000) $803 Shares 3,551 Est. Cost $213.74 Unrealized 0.0%
PIZ INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $797 Shares 25,103 Est. Cost $31.76 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $786 Shares 5,629 Est. Cost $133.35 Unrealized 0.0%
MPC MARATHON PETE CORP 0.5%
Value ($000) $772 Shares 5,201 Est. Cost $141.98 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $771 Shares 13,296 Est. Cost $57.96 Unrealized
GDX VANECK ETF TRUST 0.5%
Value ($000) $761 Shares 24,555 Est. Cost $31.01 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $760 Shares 3,286 Est. Cost $210.35 Unrealized 0.0%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.5%
Value ($000) $721 Shares 28,032 Est. Cost $25.73 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $717 Shares 1,086 Est. Cost $573.49 Unrealized 0.0%
LNTH LANTHEUS HLDGS INC 0.4%
Value ($000) $712 Shares 11,484 Est. Cost $67.75 Unrealized 0.0%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.4%
Value ($000) $698 Shares 29,226 Est. Cost $23.87 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $693 Shares 9,887 Est. Cost $63.75 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $679 Shares 6,527 Est. Cost $104.00 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $674 Shares 2,162 Est. Cost $264.03 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $661 Shares 4,692 Est. Cost $134.68 Unrealized 0.0%
PIE INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $660 Shares 33,514 Est. Cost $19.69 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $651 Shares 10,312 Est. Cost $63.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $648 Shares 17,182 Est. Cost $31.00 Unrealized 0.0%
AVGO BROADCOM INC 0.4%
Value ($000) $643 Shares 576 Est. Cost $92.23 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $639 Shares 8,829 Est. Cost $64.31 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $633 Shares 1,396 Est. Cost $417.42 Unrealized 0.0%
SYK STRYKER CORPORATION 0.4%
Value ($000) $626 Shares 2,089 Est. Cost $274.84 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $617 Shares 13,612 Est. Cost $42.41 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $609 Shares 15,024 Est. Cost $40.56 Unrealized
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $604 Shares 1,946 Est. Cost $270.11 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $597 Shares 4,048 Est. Cost $117.86 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $589 Shares 5,347 Est. Cost $96.07 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $586 Shares 7,220 Est. Cost $71.72 Unrealized 0.0%
V VISA INC 0.4%
Value ($000) $584 Shares 2,243 Est. Cost $242.67 Unrealized 0.0%
ZTS ZOETIS INC 0.4%
Value ($000) $575 Shares 2,911 Est. Cost $172.86 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $566 Shares 1,284 Est. Cost $388.21 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $554 Shares 10,740 Est. Cost $51.55 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $544 Shares 1,276 Est. Cost $397.11 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $540 Shares 2,079 Est. Cost $234.24 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $532 Shares 1,217 Est. Cost $436.80 Unrealized
BA BOEING CO 0.3%
Value ($000) $529 Shares 2,029 Est. Cost $213.87 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $526 Shares 3,334 Est. Cost $51.64 Unrealized 0.0%
DE DEERE & CO 0.3%
Value ($000) $525 Shares 1,313 Est. Cost $365.14 Unrealized 0.0%
BX BLACKSTONE INC 0.3%
Value ($000) $522 Shares 3,985 Est. Cost $102.08 Unrealized 0.0%
INTC INTEL CORP 0.3%
Value ($000) $504 Shares 10,027 Est. Cost $40.04 Unrealized 0.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $503 Shares 2,399 Est. Cost $172.33 Unrealized 0.0%
FVC FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $499 Shares 15,233 Est. Cost $32.78 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $487 Shares 7,474 Est. Cost $59.53 Unrealized 0.0%
AIRR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $487 Shares 8,416 Est. Cost $57.84 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $469 Shares 1,783 Est. Cost $223.60 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $463 Shares 795 Est. Cost $575.10 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $445 Shares 8,817 Est. Cost $47.98 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $443 Shares 15,385 Est. Cost $26.40 Unrealized 0.0%
IEMG ISHARES INC 0.3%
Value ($000) $440 Shares 8,700 Est. Cost $50.58 Unrealized
CPRT COPART INC 0.3%
Value ($000) $436 Shares 8,904 Est. Cost $47.24 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $428 Shares 4,415 Est. Cost $83.85 Unrealized 0.0%
DOW DOW INC 0.3%
Value ($000) $421 Shares 7,669 Est. Cost $44.66 Unrealized 0.0%
GPC GENUINE PARTS CO 0.3%
Value ($000) $418 Shares 3,018 Est. Cost $128.49 Unrealized 0.0%
O REALTY INCOME CORP 0.3%
Value ($000) $415 Shares 7,233 Est. Cost $46.49 Unrealized 0.0%
IJT ISHARES TR 0.3%
Value ($000) $412 Shares 3,293 Est. Cost $125.14 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $408 Shares 7,896 Est. Cost $51.67 Unrealized
SPYV SPDR SER TR 0.3%
Value ($000) $404 Shares 8,668 Est. Cost $46.63 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $404 Shares 1,645 Est. Cost $209.24 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $393 Shares 2,470 Est. Cost $135.82 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $388 Shares 4,786 Est. Cost $72.19 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $385 Shares 3,166 Est. Cost $111.21 Unrealized 0.0%
SJM SMUCKER J M CO 0.2%
Value ($000) $382 Shares 3,025 Est. Cost $106.81 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $382 Shares 1,220 Est. Cost $295.69 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $380 Shares 1,287 Est. Cost $133.70 Unrealized 0.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $362 Shares 1,679 Est. Cost $184.24 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $361 Shares 11,405 Est. Cost $31.68 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $360 Shares 1,477 Est. Cost $236.50 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $359 Shares 1,914 Est. Cost $156.99 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $358 Shares 700 Est. Cost $432.06 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value ($000) $356 Shares 613 Est. Cost $510.90 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $342 Shares 2,871 Est. Cost $111.08 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $339 Shares 1,006 Est. Cost $298.09 Unrealized 0.0%
GWW GRAINGER W W INC 0.2%
Value ($000) $337 Shares 407 Est. Cost $756.34 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $335 Shares 16,731 Est. Cost $15.96 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $334 Shares 1,220 Est. Cost $259.21 Unrealized 0.0%
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $333 Shares 15,060 Est. Cost $22.13 Unrealized
MPLX MPLX LP 0.2%
Value ($000) $330 Shares 8,999 Est. Cost $36.72 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $322 Shares 1,692 Est. Cost $166.66 Unrealized 0.0%
GGG GRACO INC 0.2%
Value ($000) $321 Shares 3,705 Est. Cost $76.39 Unrealized 0.0%
XEL XCEL ENERGY INC 0.2%
Value ($000) $311 Shares 5,017 Est. Cost $55.51 Unrealized 0.0%
SMH VANECK ETF TRUST 0.2%
Value ($000) $310 Shares 1,772 Est. Cost $174.87 Unrealized
JBL JABIL INC 0.2%
Value ($000) $310 Shares 2,431 Est. Cost $126.75 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $306 Shares 1,170 Est. Cost $227.33 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $306 Shares 3,393 Est. Cost $86.20 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.2%
Value ($000) $306 Shares 1,113 Est. Cost $270.43 Unrealized 0.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $304 Shares 401 Est. Cost $756.92 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $303 Shares 4,679 Est. Cost $64.86 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $303 Shares 4,916 Est. Cost $52.02 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $303 Shares 3,229 Est. Cost $87.27 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $301 Shares 2,533 Est. Cost $102.46 Unrealized 0.0%
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $298 Shares 3,256 Est. Cost $91.56 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $294 Shares 4,295 Est. Cost $61.94 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $293 Shares 2,523 Est. Cost $109.73 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value ($000) $290 Shares 2,181 Est. Cost $111.04 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $289 Shares 4,792 Est. Cost $53.61 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $289 Shares 6,782 Est. Cost $35.90 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $289 Shares 2,788 Est. Cost $103.55 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $287 Shares 3,627 Est. Cost $79.22 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $287 Shares 3,080 Est. Cost $74.81 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $286 Shares 405 Est. Cost $126.04 Unrealized 0.0%
IWM ISHARES TR 0.2%
Value ($000) $284 Shares 1,414 Est. Cost $200.71 Unrealized
FISV FISERV INC 0.2%
Value ($000) $278 Shares 2,089 Est. Cost $122.71 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $275 Shares 2,084 Est. Cost $120.02 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $270 Shares 645 Est. Cost $399.79 Unrealized 0.0%
IEFA ISHARES TR 0.2%
Value ($000) $264 Shares 3,758 Est. Cost $70.35 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $261 Shares 1,128 Est. Cost $205.32 Unrealized 0.0%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $261 Shares 4,067 Est. Cost $64.09 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $255 Shares 11,691 Est. Cost $21.78 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $254 Shares 3,267 Est. Cost $63.86 Unrealized 0.0%
NJR NEW JERSEY RES CORP 0.2%
Value ($000) $253 Shares 5,684 Est. Cost $39.12 Unrealized 0.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $251 Shares 5,191 Est. Cost $48.32 Unrealized
MDYV SPDR SER TR 0.2%
Value ($000) $251 Shares 3,417 Est. Cost $73.38 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $244 Shares 1,492 Est. Cost $148.87 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $241 Shares 588 Est. Cost $409.52 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $240 Shares 1,688 Est. Cost $113.03 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $236 Shares 103 Est. Cost $41.61 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $231 Shares 2,453 Est. Cost $83.71 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $229 Shares 4,458 Est. Cost $41.35 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $228 Shares 1,526 Est. Cost $135.64 Unrealized 0.0%
IDXX IDEXX LABS INC 0.1%
Value ($000) $228 Shares 410 Est. Cost $469.47 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $227 Shares 1,390 Est. Cost $141.50 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $225 Shares 1,725 Est. Cost $119.71 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $225 Shares 2,852 Est. Cost $65.40 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $224 Shares 4,769 Est. Cost $40.17 Unrealized 0.0%
POWI POWER INTEGRATIONS INC 0.1%
Value ($000) $224 Shares 2,724 Est. Cost $74.26 Unrealized 0.0%
SF STIFEL FINL CORP 0.1%
Value ($000) $224 Shares 3,234 Est. Cost $59.27 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $224 Shares 12,674 Est. Cost $15.34 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $223 Shares 2,054 Est. Cost $102.99 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $221 Shares 872 Est. Cost $242.32 Unrealized 0.0%
MARATHON OIL CORP 0.1%
Value ($000) $220 Shares 9,120 Est. Cost $24.16 Unrealized
T AT&T INC 0.1%
Value ($000) $219 Shares 13,058 Est. Cost $14.21 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $219 Shares 1,372 Est. Cost $143.35 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $217 Shares 2,228 Est. Cost $88.09 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $213 Shares 602 Est. Cost $323.40 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $212 Shares 1,640 Est. Cost $100.17 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $209 Shares 1,606 Est. Cost $119.35 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $206 Shares 1,532 Est. Cost $120.61 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $206 Shares 2,703 Est. Cost $69.58 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $203 Shares 734 Est. Cost $277.15 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $202 Shares 3,506 Est. Cost $53.44 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $196 Shares 14,180 Est. Cost $13.80 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $172 Shares 21,271 Est. Cost $8.08 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $156 Shares 11,742 Est. Cost $13.30 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $156 Shares 15,677 Est. Cost $7.95 Unrealized 0.0%
WAVEDANCER INC 0.0%
Value ($000) $27 Shares 16,000 Est. Cost $1.69 Unrealized
NIKOLA CORP 0.0%
Value ($000) $12 Shares 14,176 Est. Cost $0.87 Unrealized