Bryn Mawr Capital Management, LLC Diversified Active

CIK: 0001700481 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 2, 2024

Total Value ($000): $1,603,381 (100.0% shares, 0.0% debt)

Holdings (399)

AAPL APPLE INC 5.5%
Value ($000) $88,126 Shares 457,727 Est. Cost $167.84 Unrealized +8.9%
IVV ISHARES TR 4.9%
Value ($000) $77,854 Shares 163,000 Est. Cost $286.30 Unrealized
MSFT MICROSOFT CORP 4.4%
Value ($000) $70,978 Shares 188,751 Est. Cost $272.54 Unrealized +28.6%
VERX VERTEX INC 2.7%
Value ($000) $42,996 Shares 1,596,000 Est. Cost $21.10 Unrealized +21.5%
IWY ISHARES TR 2.6%
Value ($000) $41,656 Shares 237,735 Est. Cost $131.01 Unrealized
BND VANGUARD BD INDEX FDS 2.6%
Value ($000) $41,148 Shares 559,451 Est. Cost $72.17 Unrealized
GOOGL ALPHABET INC 2.1%
Value ($000) $34,272 Shares 245,344 Est. Cost $103.11 Unrealized +29.3%
JPST J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $28,123 Shares 559,884 Est. Cost $50.18 Unrealized
MRK MERCK & CO INC 1.6%
Value ($000) $26,241 Shares 240,703 Est. Cost $92.01 Unrealized +5.2%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $25,216 Shares 148,244 Est. Cost $125.56 Unrealized +15.4%
ORCL ORACLE CORP 1.5%
Value ($000) $24,648 Shares 233,790 Est. Cost $80.03 Unrealized +33.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $23,926 Shares 67,083 Est. Cost $289.97 Unrealized +21.0%
AMZN AMAZON COM INC 1.5%
Value ($000) $23,382 Shares 153,891 Est. Cost $126.39 Unrealized +10.9%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $20,919 Shares 133,466 Est. Cost $151.06 Unrealized -5.0%
CSCO CISCO SYS INC 1.3%
Value ($000) $20,307 Shares 401,949 Est. Cost $44.28 Unrealized +8.4%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $19,798 Shares 37,606 Est. Cost $463.33 Unrealized +10.4%
QUAL ISHARES TR 1.2%
Value ($000) $18,842 Shares 128,054 Est. Cost $133.83 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $17,899 Shares 51,650 Est. Cost $272.93 Unrealized +7.6%
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $16,921 Shares 353,262 Est. Cost $44.03 Unrealized
COP CONOCOPHILLIPS 1.0%
Value ($000) $16,443 Shares 141,666 Est. Cost $107.94 Unrealized +1.7%
DHR DANAHER CORPORATION 1.0%
Value ($000) $15,368 Shares 66,430 Est. Cost $226.94 Unrealized -7.3%
VOT VANGUARD INDEX FDS 0.9%
Value ($000) $15,017 Shares 68,395 Est. Cost $128.23 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $14,475 Shares 98,780 Est. Cost $138.15 Unrealized +1.8%
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $13,321 Shares 78,175 Est. Cost $112.23 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $13,162 Shares 132,614 Est. Cost $98.83 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $12,736 Shares 26,796 Est. Cost $346.87 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $12,530 Shares 42,259 Est. Cost $250.89 Unrealized +3.1%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $12,339 Shares 35,163 Est. Cost $296.22 Unrealized +5.6%
TJX TJX COS INC NEW 0.8%
Value ($000) $12,252 Shares 130,601 Est. Cost $71.63 Unrealized +21.8%
RTX RTX CORPORATION 0.7%
Value ($000) $11,995 Shares 142,562 Est. Cost $86.62 Unrealized -12.7%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $11,959 Shares 165,102 Est. Cost $58.22 Unrealized +10.5%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $11,812 Shares 79,188 Est. Cost $146.28 Unrealized -5.8%
GOOG ALPHABET INC 0.7%
Value ($000) $11,619 Shares 82,447 Est. Cost $115.38 Unrealized +16.7%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $11,563 Shares 70,701 Est. Cost $124.99 Unrealized +13.2%
JCI JOHNSON CTLS INTL PLC 0.7%
Value ($000) $11,471 Shares 199,017 Est. Cost $57.21 Unrealized -11.4%
PEP PEPSICO INC 0.7%
Value ($000) $11,380 Shares 67,006 Est. Cost $165.33 Unrealized -7.0%
META META PLATFORMS INC 0.7%
Value ($000) $11,346 Shares 32,056 Est. Cost $206.71 Unrealized +56.4%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $10,860 Shares 108,619 Est. Cost $98.07 Unrealized -0.5%
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $10,798 Shares 96,733 Est. Cost $108.21 Unrealized
PSX PHILLIPS 66 0.7%
Value ($000) $10,553 Shares 79,265 Est. Cost $102.71 Unrealized +8.1%
GPC GENUINE PARTS CO 0.6%
Value ($000) $10,239 Shares 73,925 Est. Cost $158.08 Unrealized -18.7%
ABT ABBOTT LABS 0.6%
Value ($000) $10,158 Shares 92,284 Est. Cost $99.87 Unrealized -3.8%
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $9,604 Shares 19,842 Est. Cost $323.28 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $9,565 Shares 31,550 Est. Cost $233.31 Unrealized
KLAC KLA CORP 0.6%
Value ($000) $9,060 Shares 15,586 Est. Cost $478.39 Unrealized +6.8%
BEN FRANKLIN RESOURCES INC 0.5%
Value ($000) $8,647 Shares 290,271 Est. Cost $21.18 Unrealized +3.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.5%
Value ($000) $8,442 Shares 69,370 Est. Cost $114.33 Unrealized -4.4%
TFC TRUIST FINL CORP 0.5%
Value ($000) $8,428 Shares 228,278 Est. Cost $30.53 Unrealized -7.6%
BLACKROCK INC 0.5%
Value ($000) $8,098 Shares 9,975 Est. Cost $684.20 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $8,064 Shares 96,184 Est. Cost $85.26 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $7,995 Shares 40,265 Est. Cost $153.17 Unrealized +12.4%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $7,929 Shares 32,800 Est. Cost $230.52 Unrealized -1.1%
GVI ISHARES TR 0.5%
Value ($000) $7,777 Shares 74,238 Est. Cost $102.43 Unrealized
V VISA INC 0.5%
Value ($000) $7,763 Shares 29,819 Est. Cost $218.44 Unrealized +11.1%
IWD ISHARES TR 0.5%
Value ($000) $7,661 Shares 46,363 Est. Cost $154.53 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $7,375 Shares 146,773 Est. Cost $34.22 Unrealized +17.0%
J JACOBS SOLUTIONS INC 0.5%
Value ($000) $7,374 Shares 56,811 Est. Cost $95.98 Unrealized +11.4%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $7,158 Shares 193,563 Est. Cost $32.12 Unrealized -5.4%
MDT MEDTRONIC PLC 0.4%
Value ($000) $7,072 Shares 85,843 Est. Cost $73.61 Unrealized -2.9%
KO COCA COLA CO 0.4%
Value ($000) $6,877 Shares 116,706 Est. Cost $52.69 Unrealized +1.1%
COWZ PACER FDS TR 0.4%
Value ($000) $6,723 Shares 129,310 Est. Cost $50.20 Unrealized
FE FIRSTENERGY CORP 0.4%
Value ($000) $6,722 Shares 183,352 Est. Cost $34.45 Unrealized -3.8%
GPN GLOBAL PMTS INC 0.4%
Value ($000) $6,665 Shares 52,484 Est. Cost $106.74 Unrealized +6.1%
IJK ISHARES TR 0.4%
Value ($000) $6,599 Shares 83,296 Est. Cost $76.82 Unrealized
IWX ISHARES TR 0.4%
Value ($000) $6,181 Shares 88,080 Est. Cost $67.33 Unrealized
IJJ ISHARES TR 0.4%
Value ($000) $6,129 Shares 53,746 Est. Cost $100.84 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $6,105 Shares 27,433 Est. Cost $204.50 Unrealized -4.8%
EVRG EVERGY INC 0.4%
Value ($000) $6,018 Shares 115,282 Est. Cost $52.54 Unrealized -12.6%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $5,974 Shares 37,861 Est. Cost $132.81 Unrealized
IDXX IDEXX LABS INC 0.4%
Value ($000) $5,927 Shares 10,678 Est. Cost $498.67 Unrealized -5.9%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $5,878 Shares 77,206 Est. Cost $72.93 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $5,781 Shares 13,554 Est. Cost $364.22 Unrealized +9.0%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $5,746 Shares 74,267 Est. Cost $75.20 Unrealized
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $5,734 Shares 74,539 Est. Cost $28.67 Unrealized +1.2%
SYY SYSCO CORP 0.4%
Value ($000) $5,658 Shares 77,367 Est. Cost $69.85 Unrealized -7.1%
NKE NIKE INC 0.4%
Value ($000) $5,644 Shares 51,989 Est. Cost $102.43 Unrealized +0.6%
UNP UNION PAC CORP 0.3%
Value ($000) $5,442 Shares 22,157 Est. Cost $199.00 Unrealized +5.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $5,366 Shares 10,109 Est. Cost $531.31 Unrealized -9.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $5,296 Shares 12,933 Est. Cost $325.79 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $5,101 Shares 67,929 Est. Cost $69.39 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $5,021 Shares 174,416 Est. Cost $38.32 Unrealized -31.1%
VPU VANGUARD WORLD FDS 0.3%
Value ($000) $4,958 Shares 36,174 Est. Cost $139.66 Unrealized
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $4,744 Shares 34,123 Est. Cost $139.69 Unrealized -16.1%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $4,641 Shares 32,002 Est. Cost $137.53 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $4,598 Shares 23,887 Est. Cost $115.13 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $4,541 Shares 7,611 Est. Cost $516.70 Unrealized +11.6%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $4,371 Shares 56,757 Est. Cost $76.98 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $4,292 Shares 20,469 Est. Cost $162.83 Unrealized +5.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $4,198 Shares 6,361 Est. Cost $519.22 Unrealized +10.5%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $4,167 Shares 61,866 Est. Cost $67.80 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $4,128 Shares 20,063 Est. Cost $136.86 Unrealized +30.2%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $4,098 Shares 13,182 Est. Cost $146.46 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $3,977 Shares 105,499 Est. Cost $30.88 Unrealized +0.4%
AMGN AMGEN INC 0.2%
Value ($000) $3,935 Shares 13,662 Est. Cost $223.22 Unrealized +14.3%
T AT&T INC 0.2%
Value ($000) $3,832 Shares 228,339 Est. Cost $14.96 Unrealized -5.0%
SCZ ISHARES TR 0.2%
Value ($000) $3,731 Shares 60,273 Est. Cost $57.66 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $3,731 Shares 53,033 Est. Cost $64.86 Unrealized
QLD PROSHARES TR 0.2%
Value ($000) $3,690 Shares 48,555 Est. Cost $59.35 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $3,613 Shares 7,241 Est. Cost $401.45 Unrealized +10.9%
HPQ HP INC 0.2%
Value ($000) $3,594 Shares 119,440 Est. Cost $24.60 Unrealized +4.7%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $3,524 Shares 37,271 Est. Cost $90.92 Unrealized -1.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $3,470 Shares 36,881 Est. Cost $85.14 Unrealized -1.7%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $3,373 Shares 951 Est. Cost $2801.68 Unrealized +9.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $3,360 Shares 10,774 Est. Cost $278.87 Unrealized -5.3%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $3,303 Shares 15,141 Est. Cost $175.31 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $3,297 Shares 22,052 Est. Cost $112.56 Unrealized
SNA SNAP ON INC 0.2%
Value ($000) $3,290 Shares 11,392 Est. Cost $210.91 Unrealized +20.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $3,262 Shares 13,751 Est. Cost $183.15 Unrealized
ROST ROSS STORES INC 0.2%
Value ($000) $3,224 Shares 23,297 Est. Cost $93.21 Unrealized +30.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $3,185 Shares 7,291 Est. Cost $290.48 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $3,156 Shares 6,373 Est. Cost $39.52 Unrealized +17.2%
F FORD MTR CO DEL 0.2%
Value ($000) $3,102 Shares 254,492 Est. Cost $11.09 Unrealized -13.2%
FAST FASTENAL CO 0.2%
Value ($000) $3,087 Shares 47,667 Est. Cost $23.87 Unrealized +20.2%
TSLA TESLA INC 0.2%
Value ($000) $3,044 Shares 12,252 Est. Cost $225.61 Unrealized +5.3%
IJR ISHARES TR 0.2%
Value ($000) $3,024 Shares 27,933 Est. Cost $96.96 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $2,948 Shares 5,058 Est. Cost $490.42 Unrealized +17.3%
ZTS ZOETIS INC 0.2%
Value ($000) $2,938 Shares 14,888 Est. Cost $174.40 Unrealized -0.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $2,932 Shares 18,429 Est. Cost $170.48 Unrealized -20.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,921 Shares 32,352 Est. Cost $94.09 Unrealized -8.4%
CRM SALESFORCE INC 0.2%
Value ($000) $2,900 Shares 11,021 Est. Cost $198.28 Unrealized +12.8%
SYK STRYKER CORPORATION 0.2%
Value ($000) $2,898 Shares 9,678 Est. Cost $267.96 Unrealized +2.6%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $2,791 Shares 11,997 Est. Cost $206.12 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $2,735 Shares 58,200 Est. Cost $52.95 Unrealized -24.1%
IEMG ISHARES INC 0.2%
Value ($000) $2,724 Shares 53,854 Est. Cost $51.93 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $2,700 Shares 13,455 Est. Cost $173.48 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $2,611 Shares 24,767 Est. Cost $104.27 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $2,594 Shares 5,630 Est. Cost $275.48 Unrealized +47.8%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,589 Shares 42,629 Est. Cost $67.96 Unrealized -21.3%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $2,544 Shares 6,595 Est. Cost $316.07 Unrealized +0.5%
SCHQ SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,524 Shares 71,939 Est. Cost $35.08 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.2%
Value ($000) $2,501 Shares 37,893 Est. Cost $49.75 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $2,434 Shares 143,346 Est. Cost $13.49 Unrealized +13.8%
IEI ISHARES TR 0.2%
Value ($000) $2,433 Shares 20,775 Est. Cost $115.04 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2,402 Shares 4,934 Est. Cost $35.75 Unrealized +22.1%
IJH ISHARES TR 0.1%
Value ($000) $2,395 Shares 8,640 Est. Cost $243.60 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,381 Shares 29,289 Est. Cost $77.48 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $2,366 Shares 13,609 Est. Cost $115.56 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $2,268 Shares 8,646 Est. Cost $166.92 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $2,265 Shares 44,169 Est. Cost $49.94 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $2,251 Shares 23,353 Est. Cost $95.59 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $2,207 Shares 19,639 Est. Cost $91.01 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,176 Shares 88,504 Est. Cost $24.00 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $2,160 Shares 3,058 Est. Cost $101.25 Unrealized +24.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $2,109 Shares 23,392 Est. Cost $68.73 Unrealized +12.0%
MUB ISHARES TR 0.1%
Value ($000) $2,078 Shares 19,164 Est. Cost $105.53 Unrealized
KEX KIRBY CORP 0.1%
Value ($000) $2,030 Shares 25,866 Est. Cost $79.10 Unrealized -1.1%
EFA ISHARES TR 0.1%
Value ($000) $1,997 Shares 26,497 Est. Cost $63.65 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $1,991 Shares 24,199 Est. Cost $73.75 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $1,969 Shares 38,577 Est. Cost $49.49 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,946 Shares 37,390 Est. Cost $49.81 Unrealized +2.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,909 Shares 24,173 Est. Cost $79.77 Unrealized -18.0%
CTVA CORTEVA INC 0.1%
Value ($000) $1,877 Shares 39,166 Est. Cost $54.13 Unrealized -14.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,872 Shares 6,838 Est. Cost $271.88 Unrealized -4.7%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,871 Shares 11,542 Est. Cost $137.05 Unrealized +5.2%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,867 Shares 13,688 Est. Cost $135.64 Unrealized
QDF FLEXSHARES TR 0.1%
Value ($000) $1,866 Shares 30,333 Est. Cost $42.31 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $1,863 Shares 14,713 Est. Cost $105.97 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $1,855 Shares 2,239 Est. Cost $473.40 Unrealized +59.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,839 Shares 9,706 Est. Cost $152.52 Unrealized +22.6%
CTAS CINTAS CORP 0.1%
Value ($000) $1,804 Shares 2,994 Est. Cost $126.21 Unrealized +4.3%
COR CENCORA INC 0.1%
Value ($000) $1,785 Shares 8,691 Est. Cost $136.20 Unrealized +40.8%
BX BLACKSTONE INC 0.1%
Value ($000) $1,781 Shares 13,602 Est. Cost $80.43 Unrealized +26.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,751 Shares 52,018 Est. Cost $28.42 Unrealized -2.9%
MMM 3M CO 0.1%
Value ($000) $1,709 Shares 15,629 Est. Cost $87.54 Unrealized -13.7%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $1,703 Shares 39,387 Est. Cost $40.14 Unrealized -5.1%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $1,683 Shares 7,045 Est. Cost $233.46 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,676 Shares 9,833 Est. Cost $152.82 Unrealized -4.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,623 Shares 40,242 Est. Cost $36.43 Unrealized -4.5%
IIPR INNOVATIVE INDL PPTYS INC 0.1%
Value ($000) $1,608 Shares 15,950 Est. Cost $75.66 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,602 Shares 9,204 Est. Cost $156.19 Unrealized -1.9%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,577 Shares 27,953 Est. Cost $45.67 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $1,563 Shares 10,064 Est. Cost $115.93 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $1,561 Shares 25,527 Est. Cost $50.74 Unrealized +12.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,558 Shares 28,341 Est. Cost $54.90 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,536 Shares 5,891 Est. Cost $213.41 Unrealized +0.2%
ECL ECOLAB INC 0.1%
Value ($000) $1,517 Shares 7,650 Est. Cost $141.81 Unrealized +24.0%
ETN EATON CORP PLC 0.1%
Value ($000) $1,515 Shares 6,293 Est. Cost $150.18 Unrealized +43.5%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $1,509 Shares 30,575 Est. Cost $44.49 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1,496 Shares 2,745 Est. Cost $478.93 Unrealized +6.1%
RL RALPH LAUREN CORP 0.1%
Value ($000) $1,478 Shares 10,250 Est. Cost $119.69 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,437 Shares 3,171 Est. Cost $422.19 Unrealized -1.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,437 Shares 14,763 Est. Cost $88.63 Unrealized -0.6%
DOW DOW INC 0.1%
Value ($000) $1,382 Shares 25,194 Est. Cost $44.39 Unrealized +0.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,380 Shares 52,357 Est. Cost $24.44 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,374 Shares 5,245 Est. Cost $217.95 Unrealized +4.3%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $1,368 Shares 3,374 Est. Cost $130.81 Unrealized +49.7%
HSY HERSHEY CO 0.1%
Value ($000) $1,364 Shares 7,318 Est. Cost $205.07 Unrealized -13.4%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,351 Shares 7,558 Est. Cost $129.16 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,346 Shares 7,183 Est. Cost $153.92 Unrealized +2.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $1,317 Shares 6,890 Est. Cost $171.14 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $1,303 Shares 12,901 Est. Cost $101.86 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,246 Shares 5,839 Est. Cost $169.28 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1,241 Shares 5,089 Est. Cost $255.12 Unrealized -7.3%
LAM RESEARCH CORP 0.1%
Value ($000) $1,240 Shares 1,583 Est. Cost $442.58 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $1,213 Shares 15,660 Est. Cost $81.00 Unrealized -20.0%
ABNB AIRBNB INC 0.1%
Value ($000) $1,195 Shares 8,776 Est. Cost $158.21 Unrealized -18.5%
GTLS CHART INDS INC 0.1%
Value ($000) $1,193 Shares 8,750 Est. Cost $135.14 Unrealized 0.0%
VFC V F CORP 0.1%
Value ($000) $1,193 Shares 63,434 Est. Cost $28.62 Unrealized -40.1%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $1,150 Shares 2,439 Est. Cost $482.34 Unrealized -7.4%
LIN LINDE PLC 0.1%
Value ($000) $1,125 Shares 2,740 Est. Cost $322.30 Unrealized +19.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,104 Shares 11,497 Est. Cost $88.56 Unrealized +4.1%
PPG PPG INDS INC 0.1%
Value ($000) $1,090 Shares 7,290 Est. Cost $131.96 Unrealized -2.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,085 Shares 2 Est. Cost $448761.72 Unrealized +19.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,076 Shares 9,437 Est. Cost $99.02 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,071 Shares 2,313 Est. Cost $415.77 Unrealized +8.3%
KELLANOVA 0.1%
Value ($000) $1,066 Shares 19,073 Est. Cost $54.90 Unrealized -11.1%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1,056 Shares 8,276 Est. Cost $86.57 Unrealized +5.7%
INTU INTUIT 0.1%
Value ($000) $1,045 Shares 1,672 Est. Cost $452.94 Unrealized +20.3%
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $1,042 Shares 9,603 Est. Cost $90.62 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,037 Shares 10,023 Est. Cost $94.28 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,009 Shares 30,920 Est. Cost $49.81 Unrealized
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $997 Shares 29,926 Est. Cost $29.74 Unrealized -1.7%
NDAQ NASDAQ INC 0.1%
Value ($000) $992 Shares 17,055 Est. Cost $59.57 Unrealized -14.0%
ABBV ABBVIE INC 0.1%
Value ($000) $990 Shares 6,390 Est. Cost $133.64 Unrealized +1.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $989 Shares 6,706 Est. Cost $108.55 Unrealized +8.6%
SHY ISHARES TR 0.1%
Value ($000) $974 Shares 11,873 Est. Cost $84.46 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $963 Shares 8,133 Est. Cost $107.85 Unrealized +3.2%
ALC ALCON AG 0.1%
Value ($000) $960 Shares 12,288 Est. Cost $76.59 Unrealized -4.2%
USB US BANCORP DEL 0.1%
Value ($000) $940 Shares 21,727 Est. Cost $42.71 Unrealized -22.5%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $940 Shares 13,046 Est. Cost $74.55 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $938 Shares 8,145 Est. Cost $112.02 Unrealized -18.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $917 Shares 5,834 Est. Cost $155.89 Unrealized -13.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $898 Shares 23,888 Est. Cost $34.15 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $878 Shares 3,887 Est. Cost $200.18 Unrealized +6.8%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $870 Shares 5,275 Est. Cost $128.26 Unrealized +18.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $860 Shares 48,739 Est. Cost $15.34 Unrealized 0.0%
DGRO ISHARES TR 0.1%
Value ($000) $859 Shares 15,953 Est. Cost $50.22 Unrealized
CC CHEMOURS CO 0.1%
Value ($000) $858 Shares 27,205 Est. Cost $27.58 Unrealized -9.7%
GBF ISHARES TR 0.1%
Value ($000) $856 Shares 8,136 Est. Cost $102.63 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $851 Shares 20,716 Est. Cost $39.21 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $846 Shares 16,705 Est. Cost $50.81 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $841 Shares 48,513 Est. Cost $19.69 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $839 Shares 4,871 Est. Cost $186.58 Unrealized -18.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $837 Shares 7,441 Est. Cost $82.26 Unrealized +10.6%
TGT TARGET CORP 0.1%
Value ($000) $833 Shares 5,851 Est. Cost $116.39 Unrealized -2.9%
AMCOR PLC 0.1%
Value ($000) $821 Shares 85,196 Est. Cost $10.13 Unrealized -16.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $814 Shares 18,560 Est. Cost $37.10 Unrealized +8.1%
ADSK AUTODESK INC 0.1%
Value ($000) $803 Shares 3,300 Est. Cost $230.03 Unrealized -6.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $798 Shares 3,425 Est. Cost $226.80 Unrealized -2.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $796 Shares 27,783 Est. Cost $28.27 Unrealized -11.9%
INCY INCYTE CORP 0.0%
Value ($000) $787 Shares 12,532 Est. Cost $63.04 Unrealized -10.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $772 Shares 41,645 Est. Cost $16.57 Unrealized -12.4%
EFV ISHARES TR 0.0%
Value ($000) $761 Shares 14,609 Est. Cost $48.24 Unrealized
AME AMETEK INC 0.0%
Value ($000) $757 Shares 4,591 Est. Cost $150.30 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $732 Shares 2,651 Est. Cost $201.33 Unrealized +18.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $721 Shares 1,636 Est. Cost $386.10 Unrealized +0.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $697 Shares 8,739 Est. Cost $72.23 Unrealized -0.7%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $695 Shares 20,000 Est. Cost $30.62 Unrealized -4.9%
SMIN ISHARES TR 0.0%
Value ($000) $694 Shares 9,950 Est. Cost $63.12 Unrealized
IT GARTNER INC 0.0%
Value ($000) $687 Shares 1,523 Est. Cost $290.18 Unrealized +37.7%
SO SOUTHERN CO 0.0%
Value ($000) $679 Shares 9,679 Est. Cost $62.44 Unrealized +2.1%
EFG ISHARES TR 0.0%
Value ($000) $677 Shares 6,992 Est. Cost $85.10 Unrealized
SITIO ROYALTIES CORP 0.0%
Value ($000) $662 Shares 28,158 Est. Cost $24.21 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $655 Shares 44,559 Est. Cost $11.05 Unrealized +7.8%
DEO DIAGEO PLC 0.0%
Value ($000) $651 Shares 4,473 Est. Cost $149.19 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $647 Shares 2,868 Est. Cost $172.35 Unrealized +15.2%
SHYD VANECK ETF TRUST 0.0%
Value ($000) $643 Shares 29,041 Est. Cost $22.13 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $641 Shares 3,355 Est. Cost $182.65 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $637 Shares 10,369 Est. Cost $100.19 Unrealized -43.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $635 Shares 4,455 Est. Cost $137.35 Unrealized -9.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $617 Shares 5,950 Est. Cost $84.29 Unrealized +2.8%
CME CME GROUP INC 0.0%
Value ($000) $600 Shares 2,848 Est. Cost $172.59 Unrealized +12.8%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $599 Shares 22,840 Est. Cost $31.63 Unrealized -30.2%
IAU ISHARES GOLD TR 0.0%
Value ($000) $592 Shares 15,163 Est. Cost $34.84 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $588 Shares 3,269 Est. Cost $165.40 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $585 Shares 43,981 Est. Cost $14.95 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $585 Shares 524 Est. Cost $77.86 Unrealized +18.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $582 Shares 1,969 Est. Cost $217.65 Unrealized +15.4%
C CITIGROUP INC 0.0%
Value ($000) $580 Shares 11,268 Est. Cost $40.95 Unrealized +1.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $567 Shares 5,715 Est. Cost $37.18 Unrealized +16.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $560 Shares 4,000 Est. Cost $103.58 Unrealized +20.4%
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $559 Shares 5,897 Est. Cost $82.75 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $544 Shares 2,862 Est. Cost $172.54 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $538 Shares 12,732 Est. Cost $42.22 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $533 Shares 3,937 Est. Cost $112.10 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $529 Shares 2,354 Est. Cost $224.88 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $514 Shares 7,326 Est. Cost $66.02 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $502 Shares 3,862 Est. Cost $122.12 Unrealized -2.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $499 Shares 984 Est. Cost $458.32 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $496 Shares 9,480 Est. Cost $58.68 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $492 Shares 3,464 Est. Cost $129.30 Unrealized -8.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $491 Shares 2,079 Est. Cost $203.02 Unrealized -1.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $489 Shares 1,451 Est. Cost $244.47 Unrealized +21.9%
APTIV PLC 0.0%
Value ($000) $474 Shares 5,279 Est. Cost $98.07 Unrealized
UNILEVER PLC 0.0%
Value ($000) $465 Shares 9,595 Est. Cost $49.40 Unrealized
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $456 Shares 3,876 Est. Cost $86.04 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $452 Shares 3,326 Est. Cost $198.15 Unrealized -41.5%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $450 Shares 6,576 Est. Cost $76.32 Unrealized -18.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $443 Shares 5,116 Est. Cost $75.86 Unrealized -3.5%
SLQT SELECTQUOTE INC 0.0%
Value ($000) $442 Shares 322,580 Est. Cost $20.53 Unrealized -93.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $438 Shares 8,409 Est. Cost $41.82 Unrealized +4.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $432 Shares 5,134 Est. Cost $83.12 Unrealized -8.2%
UPRO PROSHARES TR 0.0%
Value ($000) $431 Shares 7,872 Est. Cost $41.17 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $428 Shares 1,809 Est. Cost $112.91 Unrealized +74.2%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $422 Shares 7,808 Est. Cost $42.05 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $421 Shares 1,874 Est. Cost $232.39 Unrealized 0.0%
NYF ISHARES TR 0.0%
Value ($000) $421 Shares 7,774 Est. Cost $51.03 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $411 Shares 6,007 Est. Cost $68.16 Unrealized -11.7%
ITOT ISHARES TR 0.0%
Value ($000) $410 Shares 3,900 Est. Cost $84.80 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $410 Shares 2,700 Est. Cost $120.55 Unrealized 0.0%
IUSV ISHARES TR 0.0%
Value ($000) $407 Shares 4,825 Est. Cost $70.63 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $398 Shares 7,682 Est. Cost $45.26 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $391 Shares 4,548 Est. Cost $69.85 Unrealized -3.6%
IQDF FLEXSHARES TR 0.0%
Value ($000) $387 Shares 16,618 Est. Cost $23.38 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $383 Shares 10,673 Est. Cost $31.26 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $380 Shares 1,249 Est. Cost $269.41 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $375 Shares 5,700 Est. Cost $64.38 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $373 Shares 7,272 Est. Cost $59.26 Unrealized -20.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $372 Shares 2,404 Est. Cost $128.28 Unrealized -6.5%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $369 Shares 6,371 Est. Cost $57.87 Unrealized
PAWZ PROSHARES TR 0.0%
Value ($000) $368 Shares 6,978 Est. Cost $44.64 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $367 Shares 9,138 Est. Cost $42.01 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $367 Shares 3,500 Est. Cost $100.35 Unrealized -7.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $363 Shares 8,019 Est. Cost $42.41 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $362 Shares 1,432 Est. Cost $239.62 Unrealized +1.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $362 Shares 6,297 Est. Cost $51.55 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $352 Shares 881 Est. Cost $145.71 Unrealized +150.6%
EWN ISHARES INC 0.0%
Value ($000) $351 Shares 7,873 Est. Cost $38.02 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $348 Shares 5,795 Est. Cost $53.93 Unrealized -3.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $343 Shares 1,144 Est. Cost $226.22 Unrealized +24.1%
GLW CORNING INC 0.0%
Value ($000) $339 Shares 11,138 Est. Cost $27.12 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $336 Shares 2,562 Est. Cost $95.91 Unrealized +9.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $333 Shares 9,200 Est. Cost $36.99 Unrealized -1.5%
DVY ISHARES TR 0.0%
Value ($000) $332 Shares 2,829 Est. Cost $113.30 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $331 Shares 6,807 Est. Cost $32.86 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $323 Shares 1,695 Est. Cost $168.75 Unrealized -1.2%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $321 Shares 7,969 Est. Cost $48.25 Unrealized
WAB WABTEC 0.0%
Value ($000) $320 Shares 2,524 Est. Cost $93.96 Unrealized +18.9%
UYG PROSHARES TR 0.0%
Value ($000) $316 Shares 5,720 Est. Cost $43.61 Unrealized
KEY KEYCORP 0.0%
Value ($000) $314 Shares 21,807 Est. Cost $9.75 Unrealized +9.3%
EFX EQUIFAX INC 0.0%
Value ($000) $312 Shares 1,260 Est. Cost $199.85 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $311 Shares 1,443 Est. Cost $175.15 Unrealized 0.0%
NULG NUSHARES ETF TR 0.0%
Value ($000) $310 Shares 4,468 Est. Cost $64.46 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $310 Shares 3,411 Est. Cost $83.05 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $310 Shares 6,004 Est. Cost $51.68 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $309 Shares 18,982 Est. Cost $15.16 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $305 Shares 2,112 Est. Cost $110.06 Unrealized +7.5%
IWS ISHARES TR 0.0%
Value ($000) $300 Shares 2,583 Est. Cost $103.27 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $299 Shares 2,327 Est. Cost $111.64 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $295 Shares 1,900 Est. Cost $144.29 Unrealized 0.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $294 Shares 7,336 Est. Cost $20.81 Unrealized +7.6%
XHE SPDR SER TR 0.0%
Value ($000) $287 Shares 3,410 Est. Cost $78.07 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $279 Shares 1,143 Est. Cost $161.53 Unrealized +32.8%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $278 Shares 2,216 Est. Cost $111.69 Unrealized -2.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $276 Shares 4,760 Est. Cost $53.55 Unrealized -2.4%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $274 Shares 434 Est. Cost $465.71 Unrealized +10.3%
SANDY SPRING BANCORP INC 0.0%
Value ($000) $269 Shares 9,893 Est. Cost $21.52 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $267 Shares 3,803 Est. Cost $70.28 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $267 Shares 11,182 Est. Cost $23.12 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $265 Shares 2,678 Est. Cost $99.76 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $264 Shares 16,964 Est. Cost $19.35 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $261 Shares 3,400 Est. Cost $67.22 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $261 Shares 4,900 Est. Cost $47.69 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $258 Shares 1,440 Est. Cost $162.45 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $254 Shares 928 Est. Cost $482.12 Unrealized -50.8%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $249 Shares 3,001 Est. Cost $82.96 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $249 Shares 5,200 Est. Cost $43.71 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $248 Shares 2,900 Est. Cost $70.61 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $243 Shares 3,836 Est. Cost $52.90 Unrealized
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $242 Shares 1,252 Est. Cost $126.97 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $235 Shares 6,310 Est. Cost $32.02 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $234 Shares 3,572 Est. Cost $58.93 Unrealized
FFIV F5 INC 0.0%
Value ($000) $233 Shares 1,300 Est. Cost $156.39 Unrealized +4.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $231 Shares 2,616 Est. Cost $75.66 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $231 Shares 2,850 Est. Cost $72.19 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $230 Shares 609 Est. Cost $376.87 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $227 Shares 1,870 Est. Cost $117.75 Unrealized -5.6%
HDV ISHARES TR 0.0%
Value ($000) $226 Shares 2,218 Est. Cost $104.08 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $224 Shares 20,627 Est. Cost $9.07 Unrealized -1.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $223 Shares 2,024 Est. Cost $98.78 Unrealized -3.9%
PAVE GLOBAL X FDS 0.0%
Value ($000) $221 Shares 6,417 Est. Cost $30.38 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $221 Shares 1,343 Est. Cost $164.42 Unrealized
WMT WALMART INC 0.0%
Value ($000) $221 Shares 1,400 Est. Cost $50.31 Unrealized +2.7%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $220 Shares 909 Est. Cost $214.15 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $220 Shares 966 Est. Cost $209.82 Unrealized
L LOEWS CORP 0.0%
Value ($000) $219 Shares 3,150 Est. Cost $66.05 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $217 Shares 2,081 Est. Cost $104.46 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $217 Shares 2,875 Est. Cost $66.72 Unrealized 0.0%
EWG ISHARES INC 0.0%
Value ($000) $216 Shares 7,268 Est. Cost $26.20 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $213 Shares 1,035 Est. Cost $206.42 Unrealized 0.0%
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $209 Shares 2,750 Est. Cost $58.68 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $208 Shares 1,298 Est. Cost $143.16 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $207 Shares 943 Est. Cost $195.42 Unrealized +6.2%
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $207 Shares 12,500 Est. Cost $15.85 Unrealized
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $207 Shares 9,033 Est. Cost $17.91 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $207 Shares 7,500 Est. Cost $19.17 Unrealized 0.0%
AGZ ISHARES TR 0.0%
Value ($000) $205 Shares 1,891 Est. Cost $105.79 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $205 Shares 6,388 Est. Cost $30.35 Unrealized 0.0%
GTLB GITLAB INC 0.0%
Value ($000) $205 Shares 3,250 Est. Cost $50.54 Unrealized 0.0%
ITRN ITURAN LOCATION AND CONTROL 0.0%
Value ($000) $204 Shares 7,500 Est. Cost $26.44 Unrealized 0.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $202 Shares 15,375 Est. Cost $13.14 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $202 Shares 3,400 Est. Cost $59.32 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $188 Shares 13,085 Est. Cost $17.55 Unrealized -26.8%
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $182 Shares 18,328 Est. Cost $20.84 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $169 Shares 33,910 Est. Cost $4.42 Unrealized
DJTWW DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $100 Shares 19,250 Est. Cost $4.90 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $82 Shares 14,910 Est. Cost $4.47 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $79 Shares 10,993 Est. Cost $6.59 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $75 Shares 19,209 Est. Cost $4.07 Unrealized