ROMAN BUTLER FULLERTON & CO Diversified Active

CIK: 0000733444 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 31, 2024

Total Value ($000): $256,952 (99.9% shares, 0.1% debt)

Holdings (207)

MSFT MICROSOFT CORP 5.0%
Value ($000) $12,925 Shares 31,998 Est. Cost $176.77 Unrealized +98.2%
AAPL APPLE INC 4.3%
Value ($000) $11,095 Shares 57,661 Est. Cost $101.77 Unrealized +79.6%
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $10,238 Shares 21,005 Est. Cost $398.57 Unrealized
AMZN AMAZON COM INC 3.6%
Value ($000) $9,344 Shares 58,721 Est. Cost $124.66 Unrealized +12.4%
MA MASTERCARD INCORPORATED 3.0%
Value ($000) $7,593 Shares 17,316 Est. Cost $255.06 Unrealized +55.7%
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $7,522 Shares 12,326 Est. Cost $22.53 Unrealized +105.5%
LLY ELI LILLY & CO 2.4%
Value ($000) $6,257 Shares 9,788 Est. Cost $240.59 Unrealized +139.0%
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $4,981 Shares 28,784 Est. Cost $124.82 Unrealized
GOOG ALPHABET INC 1.7%
Value ($000) $4,280 Shares 27,829 Est. Cost $110.12 Unrealized +22.3%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $4,144 Shares 26,541 Est. Cost $85.36 Unrealized +64.7%
FTCS FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $4,127 Shares 50,973 Est. Cost $64.48 Unrealized
NOBL PROSHARES TR 1.6%
Value ($000) $4,118 Shares 43,393 Est. Cost $75.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $3,542 Shares 9,191 Est. Cost $212.55 Unrealized +65.1%
META META PLATFORMS INC 1.3%
Value ($000) $3,409 Shares 8,649 Est. Cost $188.79 Unrealized +71.3%
PFF ISHARES TR 1.3%
Value ($000) $3,374 Shares 105,486 Est. Cost $34.07 Unrealized
VUG VANGUARD INDEX FDS 1.3%
Value ($000) $3,343 Shares 10,356 Est. Cost $210.38 Unrealized
WMT WALMART INC 1.3%
Value ($000) $3,336 Shares 20,310 Est. Cost $37.29 Unrealized +38.5%
HD HOME DEPOT INC 1.3%
Value ($000) $3,323 Shares 9,354 Est. Cost $168.96 Unrealized +73.8%
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $3,277 Shares 9,569 Est. Cost $77.30 Unrealized +73.0%
IJR ISHARES TR 1.3%
Value ($000) $3,246 Shares 30,618 Est. Cost $99.16 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $3,206 Shares 7,564 Est. Cost $360.42 Unrealized
EATON VANCE ENHANCED EQUITY 1.2%
Value ($000) $3,002 Shares 176,296 Est. Cost $14.03 Unrealized
ADBE ADOBE INC 1.1%
Value ($000) $2,815 Shares 4,585 Est. Cost $381.53 Unrealized +51.2%
CI THE CIGNA GROUP 1.1%
Value ($000) $2,772 Shares 9,307 Est. Cost $256.86 Unrealized +9.3%
GOOGL ALPHABET INC 1.0%
Value ($000) $2,611 Shares 17,158 Est. Cost $121.54 Unrealized +9.7%
SCHD SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,434 Shares 31,598 Est. Cost $74.62 Unrealized
CRM SALESFORCE INC 0.9%
Value ($000) $2,206 Shares 7,881 Est. Cost $186.17 Unrealized +20.1%
ARISTA NETWORKS INC 0.9%
Value ($000) $2,204 Shares 8,334 Est. Cost $136.76 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $2,163 Shares 78,734 Est. Cost $30.20 Unrealized -12.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,046 Shares 12,830 Est. Cost $123.74 Unrealized +16.0%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $2,008 Shares 11,653 Est. Cost $92.85 Unrealized +56.1%
SOXX ISHARES TR 0.8%
Value ($000) $2,006 Shares 3,357 Est. Cost $564.28 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $1,963 Shares 6,763 Est. Cost $209.43 Unrealized 0.0%
IVV ISHARES TR 0.8%
Value ($000) $1,963 Shares 4,007 Est. Cost $274.38 Unrealized
SSUS STRATEGY SHS 0.7%
Value ($000) $1,880 Shares 51,938 Est. Cost $35.07 Unrealized
ORCL ORACLE CORP 0.7%
Value ($000) $1,687 Shares 14,716 Est. Cost $43.21 Unrealized +147.0%
NOW SERVICENOW INC 0.6%
Value ($000) $1,600 Shares 2,079 Est. Cost $126.04 Unrealized 0.0%
LOW LOWES COS INC 0.6%
Value ($000) $1,596 Shares 7,530 Est. Cost $107.18 Unrealized +81.7%
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,595 Shares 11,455 Est. Cost $93.12 Unrealized
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $1,568 Shares 3,324 Est. Cost $156.48 Unrealized +160.2%
EATON VANCE TAX-MANAGED GLOB 0.6%
Value ($000) $1,543 Shares 198,306 Est. Cost $9.50 Unrealized
USMV ISHARES TR 0.6%
Value ($000) $1,449 Shares 18,116 Est. Cost $58.98 Unrealized
DDOG DATADOG INC 0.6%
Value ($000) $1,449 Shares 11,687 Est. Cost $109.90 Unrealized -6.3%
EATON VANCE ENHANCED EQUITY 0.6%
Value ($000) $1,446 Shares 75,100 Est. Cost $16.89 Unrealized
SUPER MICRO COMPUTER INC 0.6%
Value ($000) $1,427 Shares 3,010 Est. Cost $303.67 Unrealized
FTAI FTAI AVIATION LTD 0.5%
Value ($000) $1,401 Shares 26,848 Est. Cost $36.00 Unrealized +8.0%
NDAQ NASDAQ INC 0.5%
Value ($000) $1,396 Shares 23,818 Est. Cost $46.02 Unrealized +11.3%
MRK MERCK & CO INC 0.5%
Value ($000) $1,379 Shares 11,411 Est. Cost $70.15 Unrealized +38.0%
CBRE GBL REAL ESTATE INC FD 0.5%
Value ($000) $1,372 Shares 257,936 Est. Cost $6.93 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $1,323 Shares 16,872 Est. Cost $82.85 Unrealized
ELF E L F BEAUTY INC 0.5%
Value ($000) $1,294 Shares 8,234 Est. Cost $115.37 Unrealized 0.0%
DGRO ISHARES TR 0.5%
Value ($000) $1,270 Shares 23,205 Est. Cost $39.68 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $1,259 Shares 4,206 Est. Cost $170.53 Unrealized +47.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.5%
Value ($000) $1,256 Shares 8,837 Est. Cost $115.11 Unrealized 0.0%
V VISA INC 0.5%
Value ($000) $1,238 Shares 4,622 Est. Cost $204.41 Unrealized +18.7%
VV VANGUARD INDEX FDS 0.5%
Value ($000) $1,204 Shares 5,378 Est. Cost $197.71 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value ($000) $1,203 Shares 8,727 Est. Cost $65.87 Unrealized +81.2%
ABT ABBOTT LABS 0.5%
Value ($000) $1,175 Shares 10,489 Est. Cost $63.22 Unrealized +52.0%
AEE AMEREN CORP 0.4%
Value ($000) $1,145 Shares 16,478 Est. Cost $58.78 Unrealized +20.7%
IRM IRON MTN INC DEL 0.4%
Value ($000) $1,108 Shares 16,393 Est. Cost $24.14 Unrealized +142.0%
PEP PEPSICO INC 0.4%
Value ($000) $1,083 Shares 6,450 Est. Cost $103.57 Unrealized +48.4%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,082 Shares 11,380 Est. Cost $65.52 Unrealized +34.4%
PKW INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,073 Shares 10,721 Est. Cost $55.22 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,070 Shares 10,389 Est. Cost $73.27 Unrealized +33.2%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $1,054 Shares 7,359 Est. Cost $86.25 Unrealized +39.8%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,038 Shares 18,720 Est. Cost $53.94 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,034 Shares 30,938 Est. Cost $26.45 Unrealized +4.4%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,009 Shares 4,275 Est. Cost $131.14 Unrealized +69.3%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $995 Shares 5,311 Est. Cost $106.04 Unrealized +33.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $982 Shares 23,162 Est. Cost $38.40 Unrealized -19.3%
CTAS CINTAS CORP 0.4%
Value ($000) $944 Shares 1,579 Est. Cost $57.67 Unrealized +128.4%
MCD MCDONALDS CORP 0.4%
Value ($000) $905 Shares 3,097 Est. Cost $169.77 Unrealized +52.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $898 Shares 1,308 Est. Cost $532.21 Unrealized +7.8%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $891 Shares 2,338 Est. Cost $381.09 Unrealized
NUVEEN MUN VALUE FD INC 0.3%
Value ($000) $885 Shares 102,645 Est. Cost $8.25 Unrealized
SPIRIT AIRLS INC 0.3%
Value ($000) $874 Shares 139,876 Est. Cost $6.25 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $866 Shares 17,429 Est. Cost $43.75 Unrealized +7.5%
IVE ISHARES TR 0.3%
Value ($000) $863 Shares 4,941 Est. Cost $174.63 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $862 Shares 11,813 Est. Cost $57.29 Unrealized +14.2%
ILCG ISHARES TR 0.3%
Value ($000) $851 Shares 12,122 Est. Cost $60.83 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $822 Shares 7,047 Est. Cost $95.38 Unrealized
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $801 Shares 4,675 Est. Cost $78.70 Unrealized +92.3%
ABBV ABBVIE INC 0.3%
Value ($000) $762 Shares 4,636 Est. Cost $76.22 Unrealized +78.1%
FHLC FIDELITY COVINGTON TRUST 0.3%
Value ($000) $760 Shares 11,559 Est. Cost $59.17 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.3%
Value ($000) $733 Shares 55,132 Est. Cost $16.69 Unrealized -17.5%
PFXF VANECK ETF TRUST 0.3%
Value ($000) $733 Shares 41,774 Est. Cost $18.31 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $709 Shares 18,353 Est. Cost $38.99 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $698 Shares 3,937 Est. Cost $76.16 Unrealized +54.7%
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $696 Shares 3,192 Est. Cost $176.12 Unrealized
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $695 Shares 5,204 Est. Cost $101.08 Unrealized +14.7%
AMGN AMGEN INC 0.3%
Value ($000) $693 Shares 2,223 Est. Cost $158.63 Unrealized +60.8%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $683 Shares 5,210 Est. Cost $58.32 Unrealized +56.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $677 Shares 12,977 Est. Cost $38.82 Unrealized +23.6%
RTX RTX CORPORATION 0.3%
Value ($000) $661 Shares 7,315 Est. Cost $81.27 Unrealized -6.9%
DKNG DRAFTKINGS INC NEW 0.3%
Value ($000) $650 Shares 16,879 Est. Cost $28.05 Unrealized +19.3%
SPYM SPDR SER TR 0.3%
Value ($000) $648 Shares 11,306 Est. Cost $57.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $631 Shares 4,005 Est. Cost $151.26 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $631 Shares 1,407 Est. Cost $448.31 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $631 Shares 1,000 Est. Cost $317.80 Unrealized +45.6%
IYW ISHARES TR 0.2%
Value ($000) $620 Shares 4,795 Est. Cost $109.01 Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $617 Shares 20,502 Est. Cost $24.74 Unrealized 0.0%
XMHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $614 Shares 6,753 Est. Cost $90.91 Unrealized
HEFA ISHARES TR 0.2%
Value ($000) $612 Shares 19,000 Est. Cost $29.94 Unrealized
PHM PULTE GROUP INC 0.2%
Value ($000) $596 Shares 5,666 Est. Cost $71.23 Unrealized +17.4%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $595 Shares 10,414 Est. Cost $53.09 Unrealized
KR KROGER CO 0.2%
Value ($000) $592 Shares 12,792 Est. Cost $28.04 Unrealized +51.2%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $591 Shares 14,935 Est. Cost $36.45 Unrealized -1.5%
KO COCA COLA CO 0.2%
Value ($000) $581 Shares 9,779 Est. Cost $44.18 Unrealized +20.6%
SYY SYSCO CORP 0.2%
Value ($000) $579 Shares 7,709 Est. Cost $57.55 Unrealized +12.8%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $578 Shares 1,345 Est. Cost $267.38 Unrealized +38.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $573 Shares 1,140 Est. Cost $441.47 Unrealized +15.8%
T AT&T INC 0.2%
Value ($000) $570 Shares 32,975 Est. Cost $17.72 Unrealized -19.8%
TLH ISHARES TR 0.2%
Value ($000) $556 Shares 5,330 Est. Cost $104.25 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $548 Shares 23,305 Est. Cost $23.86 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $548 Shares 3,845 Est. Cost $127.70 Unrealized -11.5%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $540 Shares 10,702 Est. Cost $50.33 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $537 Shares 30,775 Est. Cost $13.29 Unrealized +15.4%
IBHH ISHARES TR 0.2%
Value ($000) $537 Shares 23,010 Est. Cost $23.32 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $535 Shares 8,654 Est. Cost $235.43 Unrealized -75.7%
BANK AMERICA CORP 0.2%
Value ($000) $534 Shares 450 Est. Cost $1168.88 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $533 Shares 6,629 Est. Cost $80.42 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $526 Shares 5,052 Est. Cost $89.62 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $513 Shares 899 Est. Cost $30.29 Unrealized +44.1%
ZROZ PIMCO ETF TR 0.2%
Value ($000) $505 Shares 6,531 Est. Cost $77.30 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $499 Shares 4,404 Est. Cost $113.42 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $498 Shares 24,220 Est. Cost $13.45 Unrealized +18.6%
SPAB SPDR SER TR 0.2%
Value ($000) $490 Shares 19,353 Est. Cost $25.33 Unrealized
SR SPIRE INC 0.2%
Value ($000) $489 Shares 8,408 Est. Cost $72.76 Unrealized
UNILEVER PLC 0.2%
Value ($000) $489 Shares 10,106 Est. Cost $53.00 Unrealized
NHI NATIONAL HEALTH INVS INC 0.2%
Value ($000) $472 Shares 8,654 Est. Cost $70.79 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $471 Shares 2,337 Est. Cost $201.75 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $468 Shares 2,775 Est. Cost $168.76 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $468 Shares 3,870 Est. Cost $58.83 Unrealized +88.8%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $464 Shares 2,701 Est. Cost $171.70 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $450 Shares 1,713 Est. Cost $172.37 Unrealized +31.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $445 Shares 1,836 Est. Cost $138.42 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $433 Shares 2,481 Est. Cost $174.47 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $432 Shares 2,142 Est. Cost $147.24 Unrealized +17.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $430 Shares 2,654 Est. Cost $95.47 Unrealized +50.0%
ATKR ATKORE INC 0.2%
Value ($000) $422 Shares 2,755 Est. Cost $110.63 Unrealized +20.3%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $419 Shares 9,841 Est. Cost $46.08 Unrealized -8.0%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $415 Shares 868 Est. Cost $432.06 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $414 Shares 2,775 Est. Cost $74.53 Unrealized +84.9%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $411 Shares 2,213 Est. Cost $110.86 Unrealized +46.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $405 Shares 4,252 Est. Cost $111.78 Unrealized -22.9%
TFC TRUIST FINL CORP 0.2%
Value ($000) $404 Shares 10,684 Est. Cost $32.96 Unrealized -14.4%
PSX PHILLIPS 66 0.2%
Value ($000) $402 Shares 2,867 Est. Cost $72.53 Unrealized +53.1%
DE DEERE & CO 0.2%
Value ($000) $402 Shares 1,021 Est. Cost $387.17 Unrealized -5.7%
AVGO BROADCOM INC 0.2%
Value ($000) $399 Shares 331 Est. Cost $58.21 Unrealized +58.4%
IJH ISHARES TR 0.2%
Value ($000) $396 Shares 1,439 Est. Cost $240.09 Unrealized
RY ROYAL BK CDA 0.2%
Value ($000) $391 Shares 3,956 Est. Cost $73.88 Unrealized +19.2%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $391 Shares 6,206 Est. Cost $49.48 Unrealized
DNP SELECT INCOME FD INC 0.2%
Value ($000) $387 Shares 43,764 Est. Cost $10.84 Unrealized
BA BOEING CO 0.2%
Value ($000) $385 Shares 1,876 Est. Cost $194.42 Unrealized +10.0%
AOR ISHARES TR 0.1%
Value ($000) $383 Shares 7,190 Est. Cost $55.88 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $378 Shares 8,410 Est. Cost $34.24 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $366 Shares 7,727 Est. Cost $43.69 Unrealized -4.5%
QYLD GLOBAL X FDS 0.1%
Value ($000) $361 Shares 20,385 Est. Cost $17.74 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $352 Shares 2,663 Est. Cost $145.79 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $350 Shares 2,322 Est. Cost $126.96 Unrealized -6.8%
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $348 Shares 56,191 Est. Cost $4.67 Unrealized -11.5%
ROL ROLLINS INC 0.1%
Value ($000) $347 Shares 8,020 Est. Cost $27.47 Unrealized +37.9%
INTC INTEL CORP 0.1%
Value ($000) $326 Shares 7,476 Est. Cost $48.02 Unrealized -16.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $326 Shares 4,099 Est. Cost $61.71 Unrealized +17.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $321 Shares 865 Est. Cost $245.97 Unrealized +27.1%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $314 Shares 623 Est. Cost $339.03 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $303 Shares 3,140 Est. Cost $71.88 Unrealized +21.4%
SAP SAP SE 0.1%
Value ($000) $296 Shares 1,703 Est. Cost $133.22 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $295 Shares 4,758 Est. Cost $55.73 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $294 Shares 537 Est. Cost $446.91 Unrealized +7.6%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $289 Shares 1,222 Est. Cost $197.14 Unrealized +3.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $289 Shares 1,240 Est. Cost $176.81 Unrealized +19.0%
IWS ISHARES TR 0.1%
Value ($000) $285 Shares 2,477 Est. Cost $114.44 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $273 Shares 1,084 Est. Cost $255.40 Unrealized -5.1%
IRBTQ IROBOT CORP 0.1%
Value ($000) $272 Shares 16,030 Est. Cost $39.50 Unrealized -9.9%
IWF ISHARES TR 0.1%
Value ($000) $269 Shares 853 Est. Cost $239.32 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $269 Shares 4,256 Est. Cost $56.32 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $266 Shares 1,842 Est. Cost $144.84 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $256 Shares 1,397 Est. Cost $181.03 Unrealized +31.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $250 Shares 1,405 Est. Cost $175.97 Unrealized
XME SPDR SER TR 0.1%
Value ($000) $247 Shares 4,333 Est. Cost $57.07 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $244 Shares 8,154 Est. Cost $29.94 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $242 Shares 5,003 Est. Cost $48.42 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $238 Shares 8,215 Est. Cost $30.85 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $237 Shares 1,712 Est. Cost $104.53 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $237 Shares 3,679 Est. Cost $50.61 Unrealized +17.6%
REGL PROSHARES TR 0.1%
Value ($000) $236 Shares 3,254 Est. Cost $66.09 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $236 Shares 2,100 Est. Cost $98.34 Unrealized -2.3%
FSK FS KKR CAP CORP 0.1%
Value ($000) $233 Shares 11,267 Est. Cost $12.43 Unrealized +13.8%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $233 Shares 472 Est. Cost $421.81 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $226 Shares 3,057 Est. Cost $72.48 Unrealized -3.7%
IWP ISHARES TR 0.1%
Value ($000) $224 Shares 2,140 Est. Cost $104.71 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $224 Shares 1,134 Est. Cost $175.15 Unrealized 0.0%
IMCG ISHARES TR 0.1%
Value ($000) $223 Shares 348 Est. Cost $640.52 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $217 Shares 819 Est. Cost $234.24 Unrealized 0.0%
RGR STURM RUGER & CO INC 0.1%
Value ($000) $217 Shares 4,905 Est. Cost $53.23 Unrealized -9.8%
ISHARES TR 0.1%
Value ($000) $212 Shares 8,526 Est. Cost $24.82 Unrealized
UGA UNITED STS GASOLINE FD LP 0.1%
Value ($000) $211 Shares 3,169 Est. Cost $66.49 Unrealized
CNC CENTENE CORP DEL 0.1%
Value ($000) $211 Shares 2,856 Est. Cost $74.75 Unrealized -3.5%
BLOK AMPLIFY ETF TR 0.1%
Value ($000) $210 Shares 7,671 Est. Cost $27.34 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $209 Shares 1,311 Est. Cost $154.55 Unrealized -13.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $208 Shares 833 Est. Cost $227.93 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $204 Shares 8,935 Est. Cost $67.54 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $204 Shares 3,634 Est. Cost $56.16 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $202 Shares 2,403 Est. Cost $86.08 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $202 Shares 961 Est. Cost $210.24 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $201 Shares 4,725 Est. Cost $33.10 Unrealized 0.0%