Trueblood Wealth Management, LLC Diversified Active

CIK: 0002005380 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 26, 2024

Total Value ($000): $174,633 (100.0% shares, 0.0% debt)

Holdings (224)

JPM JPMORGAN CHASE & CO 6.3%
Value ($000) $10,925 Shares 54,544 Est. Cost $144.89 Unrealized +19.8%
AAPL APPLE INC 3.5%
Value ($000) $6,108 Shares 35,618 Est. Cost $182.81 Unrealized -1.4%
MSFT MICROSOFT CORP 3.3%
Value ($000) $5,820 Shares 13,834 Est. Cost $350.36 Unrealized +14.0%
ACN ACCENTURE PLC IRELAND 2.1%
Value ($000) $3,610 Shares 10,414 Est. Cost $314.01 Unrealized +13.0%
CVX CHEVRON CORP NEW 1.6%
Value ($000) $2,759 Shares 17,488 Est. Cost $137.81 Unrealized +0.9%
CAT CATERPILLAR INC 1.4%
Value ($000) $2,426 Shares 6,622 Est. Cost $251.22 Unrealized +23.8%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $2,345 Shares 4,741 Est. Cost $511.31 Unrealized -4.4%
AJG GALLAGHER ARTHUR J & CO 1.3%
Value ($000) $2,313 Shares 9,250 Est. Cost $232.39 Unrealized +1.7%
CINF CINCINNATI FINL CORP 1.3%
Value ($000) $2,313 Shares 18,626 Est. Cost $96.11 Unrealized +12.0%
HD HOME DEPOT INC 1.2%
Value ($000) $2,132 Shares 5,559 Est. Cost $294.41 Unrealized +18.4%
SDVY FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,085 Shares 59,888 Est. Cost $32.91 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $1,978 Shares 2,189 Est. Cost $46.31 Unrealized +56.4%
RDVI FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $1,963 Shares 80,179 Est. Cost $23.08 Unrealized
MCD MCDONALDS CORP 1.1%
Value ($000) $1,960 Shares 6,952 Est. Cost $259.27 Unrealized +7.2%
FTA FIRST TR LRG CP VL ALPHADEX 1.0%
Value ($000) $1,817 Shares 23,786 Est. Cost $71.17 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,786 Shares 15,365 Est. Cost $97.59 Unrealized +0.5%
MRK MERCK & CO INC 1.0%
Value ($000) $1,763 Shares 13,360 Est. Cost $97.05 Unrealized +19.3%
FTCS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,741 Shares 20,330 Est. Cost $85.65 Unrealized
ADI ANALOG DEVICES INC 1.0%
Value ($000) $1,718 Shares 8,685 Est. Cost $172.71 Unrealized +7.9%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,711 Shares 10,815 Est. Cost $143.82 Unrealized +4.5%
LIN LINDE PLC 1.0%
Value ($000) $1,667 Shares 3,590 Est. Cost $384.91 Unrealized +9.7%
RSG REPUBLIC SVCS INC 0.9%
Value ($000) $1,573 Shares 8,216 Est. Cost $152.60 Unrealized +13.8%
WSO WATSCO INC 0.9%
Value ($000) $1,556 Shares 3,603 Est. Cost $387.45 Unrealized +3.7%
BRO BROWN & BROWN INC 0.9%
Value ($000) $1,551 Shares 17,720 Est. Cost $70.55 Unrealized +12.7%
ORCL ORACLE CORP 0.9%
Value ($000) $1,526 Shares 12,150 Est. Cost $106.71 Unrealized +5.3%
NDSN NORDSON CORP 0.9%
Value ($000) $1,485 Shares 5,408 Est. Cost $225.32 Unrealized +12.7%
QCOM QUALCOMM INC 0.8%
Value ($000) $1,479 Shares 8,736 Est. Cost $118.34 Unrealized +25.5%
TSCO TRACTOR SUPPLY CO 0.8%
Value ($000) $1,400 Shares 5,351 Est. Cost $39.39 Unrealized +17.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $1,387 Shares 6,771 Est. Cost $178.14 Unrealized +9.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,386 Shares 23,955 Est. Cost $54.98 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,363 Shares 8,047 Est. Cost $158.46 Unrealized
SLYV SPDR SER TR 0.8%
Value ($000) $1,341 Shares 16,160 Est. Cost $83.29 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $1,300 Shares 22,357 Est. Cost $51.55 Unrealized +6.6%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,298 Shares 5,196 Est. Cost $222.42 Unrealized +5.3%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.7%
Value ($000) $1,272 Shares 53,632 Est. Cost $22.44 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,263 Shares 7,787 Est. Cost $140.61 Unrealized +6.6%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $1,263 Shares 2,436 Est. Cost $447.13 Unrealized +7.8%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1,251 Shares 2,152 Est. Cost $486.55 Unrealized +14.6%
SPLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,222 Shares 18,547 Est. Cost $62.66 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,221 Shares 6,704 Est. Cost $136.03 Unrealized +19.1%
OKE ONEOK INC NEW 0.7%
Value ($000) $1,184 Shares 14,764 Est. Cost $60.72 Unrealized +9.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,143 Shares 2,717 Est. Cost $353.85 Unrealized +11.2%
MPC MARATHON PETE CORP 0.6%
Value ($000) $1,117 Shares 5,544 Est. Cost $143.37 Unrealized +14.6%
NSC NORFOLK SOUTHN CORP 0.6%
Value ($000) $1,103 Shares 4,327 Est. Cost $200.12 Unrealized +18.8%
STE STERIS PLC 0.6%
Value ($000) $1,091 Shares 4,853 Est. Cost $207.61 Unrealized +6.9%
KKR KKR & CO INC 0.6%
Value ($000) $1,090 Shares 10,834 Est. Cost $66.83 Unrealized +36.1%
FGD FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,089 Shares 47,816 Est. Cost $22.26 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,063 Shares 5,893 Est. Cost $142.16 Unrealized +17.4%
INTU INTUIT 0.6%
Value ($000) $1,056 Shares 1,625 Est. Cost $544.67 Unrealized +15.9%
SNA SNAP ON INC 0.6%
Value ($000) $1,036 Shares 3,496 Est. Cost $256.35 Unrealized +5.3%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,032 Shares 1,409 Est. Cost $604.04 Unrealized +17.0%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,025 Shares 2,455 Est. Cost $317.74 Unrealized +17.2%
CB CHUBB LIMITED 0.6%
Value ($000) $1,004 Shares 3,875 Est. Cost $216.04 Unrealized +11.7%
PEP PEPSICO INC 0.6%
Value ($000) $965 Shares 5,512 Est. Cost $153.93 Unrealized +2.2%
BKR BAKER HUGHES COMPANY 0.6%
Value ($000) $963 Shares 28,740 Est. Cost $32.48 Unrealized -9.0%
WEC WEC ENERGY GROUP INC 0.5%
Value ($000) $958 Shares 11,671 Est. Cost $76.27 Unrealized -1.3%
EOG EOG RES INC 0.5%
Value ($000) $956 Shares 7,482 Est. Cost $115.58 Unrealized -4.5%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $941 Shares 14,721 Est. Cost $53.55 Unrealized +3.5%
KO COCA COLA CO 0.5%
Value ($000) $940 Shares 15,370 Est. Cost $53.26 Unrealized +6.5%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.5%
Value ($000) $924 Shares 32,085 Est. Cost $26.12 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $918 Shares 10,094 Est. Cost $83.79 Unrealized
SMDV PROSHARES TR 0.5%
Value ($000) $893 Shares 13,948 Est. Cost $65.01 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $881 Shares 44,038 Est. Cost $19.54 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $869 Shares 6,391 Est. Cost $104.00 Unrealized
PIZ INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $865 Shares 25,103 Est. Cost $31.76 Unrealized
FAST FASTENAL CO 0.5%
Value ($000) $861 Shares 11,158 Est. Cost $28.68 Unrealized +18.5%
NDAQ NASDAQ INC 0.5%
Value ($000) $847 Shares 13,429 Est. Cost $51.21 Unrealized +10.1%
GOOGL ALPHABET INC 0.5%
Value ($000) $847 Shares 5,612 Est. Cost $133.35 Unrealized +6.5%
WELL WELLTOWER INC 0.5%
Value ($000) $847 Shares 9,061 Est. Cost $83.08 Unrealized +4.9%
DHR DANAHER CORPORATION 0.5%
Value ($000) $820 Shares 3,283 Est. Cost $210.35 Unrealized +14.8%
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $807 Shares 13,383 Est. Cost $57.96 Unrealized
GDX VANECK ETF TRUST 0.4%
Value ($000) $776 Shares 24,555 Est. Cost $31.01 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.4%
Value ($000) $758 Shares 29,419 Est. Cost $23.87 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $757 Shares 2,114 Est. Cost $275.50 Unrealized +19.9%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $750 Shares 2,158 Est. Cost $264.03 Unrealized +18.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $741 Shares 17,656 Est. Cost $31.13 Unrealized +15.4%
V VISA INC 0.4%
Value ($000) $731 Shares 2,618 Est. Cost $246.92 Unrealized +10.3%
WMT WALMART INC 0.4%
Value ($000) $726 Shares 12,073 Est. Cost $54.83 Unrealized +2.2%
LNTH LANTHEUS HLDGS INC 0.4%
Value ($000) $715 Shares 11,484 Est. Cost $67.75 Unrealized -13.1%
SO SOUTHERN CO 0.4%
Value ($000) $704 Shares 9,815 Est. Cost $63.75 Unrealized +1.6%
AVGO BROADCOM INC 0.4%
Value ($000) $702 Shares 530 Est. Cost $92.23 Unrealized +31.4%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $699 Shares 13,923 Est. Cost $42.40 Unrealized -1.4%
LLY ELI LILLY & CO 0.4%
Value ($000) $699 Shares 898 Est. Cost $589.71 Unrealized +19.1%
FXG FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $696 Shares 10,155 Est. Cost $63.09 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $673 Shares 2,233 Est. Cost $236.00 Unrealized +20.8%
PIE INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $671 Shares 32,214 Est. Cost $19.69 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $664 Shares 1,459 Est. Cost $417.35 Unrealized -0.3%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $658 Shares 3,645 Est. Cost $117.86 Unrealized +48.3%
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $634 Shares 15,024 Est. Cost $40.56 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $627 Shares 4,118 Est. Cost $134.68 Unrealized +6.4%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $618 Shares 8,827 Est. Cost $64.31 Unrealized +7.1%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $613 Shares 7,124 Est. Cost $71.72 Unrealized +5.9%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $612 Shares 2,168 Est. Cost $235.22 Unrealized +9.7%
ABT ABBOTT LABS 0.3%
Value ($000) $608 Shares 5,348 Est. Cost $96.07 Unrealized +15.3%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $607 Shares 1,261 Est. Cost $397.11 Unrealized +14.0%
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $595 Shares 10,398 Est. Cost $51.55 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $594 Shares 3,512 Est. Cost $174.66 Unrealized +5.0%
DE DEERE & CO 0.3%
Value ($000) $573 Shares 1,396 Est. Cost $365.58 Unrealized +1.9%
AIRR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $567 Shares 8,416 Est. Cost $57.84 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $565 Shares 1,175 Est. Cost $436.80 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $524 Shares 3,985 Est. Cost $102.08 Unrealized +16.3%
GIS GENERAL MLS INC 0.3%
Value ($000) $523 Shares 7,478 Est. Cost $59.53 Unrealized +1.8%
FVC FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $522 Shares 15,122 Est. Cost $32.78 Unrealized
CPRT COPART INC 0.3%
Value ($000) $521 Shares 8,997 Est. Cost $47.28 Unrealized +8.8%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $494 Shares 1,161 Est. Cost $388.21 Unrealized +10.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $493 Shares 2,401 Est. Cost $172.33 Unrealized +4.9%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $482 Shares 1,654 Est. Cost $270.11 Unrealized +3.2%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $482 Shares 1,357 Est. Cost $298.40 Unrealized +8.1%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $472 Shares 2,072 Est. Cost $160.50 Unrealized +26.4%
GPC GENUINE PARTS CO 0.3%
Value ($000) $471 Shares 3,037 Est. Cost $128.49 Unrealized +7.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $459 Shares 9,187 Est. Cost $47.94 Unrealized -1.5%
SPYV SPDR SER TR 0.3%
Value ($000) $445 Shares 8,885 Est. Cost $46.71 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $444 Shares 8,604 Est. Cost $50.58 Unrealized
GWW GRAINGER W W INC 0.3%
Value ($000) $439 Shares 432 Est. Cost $765.67 Unrealized +19.8%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $437 Shares 4,515 Est. Cost $83.95 Unrealized +5.4%
INTC INTEL CORP 0.2%
Value ($000) $436 Shares 9,865 Est. Cost $40.04 Unrealized +10.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $431 Shares 1,079 Est. Cost $303.49 Unrealized +24.5%
IJT ISHARES TR 0.2%
Value ($000) $430 Shares 3,293 Est. Cost $125.14 Unrealized
CASY CASEYS GEN STORES INC 0.2%
Value ($000) $419 Shares 1,315 Est. Cost $273.33 Unrealized +5.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $409 Shares 3,344 Est. Cost $86.20 Unrealized +18.8%
FISV FISERV INC 0.2%
Value ($000) $407 Shares 2,547 Est. Cost $126.84 Unrealized +14.8%
UNP UNION PAC CORP 0.2%
Value ($000) $405 Shares 1,648 Est. Cost $209.24 Unrealized +12.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $403 Shares 1,753 Est. Cost $168.06 Unrealized +23.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $401 Shares 2,100 Est. Cost $152.00 Unrealized +13.5%
KLAC KLA CORP 0.2%
Value ($000) $400 Shares 573 Est. Cost $510.90 Unrealized +23.7%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $398 Shares 3,077 Est. Cost $111.21 Unrealized +2.6%
TJX TJX COS INC NEW 0.2%
Value ($000) $396 Shares 3,908 Est. Cost $88.54 Unrealized +6.9%
PFE PFIZER INC 0.2%
Value ($000) $395 Shares 14,220 Est. Cost $26.40 Unrealized -6.6%
O REALTY INCOME CORP 0.2%
Value ($000) $391 Shares 7,233 Est. Cost $46.49 Unrealized +4.6%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $390 Shares 18,713 Est. Cost $16.06 Unrealized +5.7%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $381 Shares 1,419 Est. Cost $230.89 Unrealized +7.3%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $376 Shares 4,892 Est. Cost $62.29 Unrealized +4.0%
MPLX MPLX LP 0.2%
Value ($000) $375 Shares 9,030 Est. Cost $36.72 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $374 Shares 545 Est. Cost $151.67 Unrealized 0.0%
SJM SMUCKER J M CO 0.2%
Value ($000) $374 Shares 2,968 Est. Cost $106.81 Unrealized +10.3%
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $370 Shares 11,405 Est. Cost $31.68 Unrealized
PWR QUANTA SVCS INC 0.2%
Value ($000) $365 Shares 1,404 Est. Cost $184.24 Unrealized +19.8%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $363 Shares 2,728 Est. Cost $103.81 Unrealized +16.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $355 Shares 1,249 Est. Cost $133.70 Unrealized +18.0%
GGG GRACO INC 0.2%
Value ($000) $352 Shares 3,762 Est. Cost $76.54 Unrealized +12.7%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $351 Shares 3,672 Est. Cost $73.39 Unrealized +14.5%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $350 Shares 4,944 Est. Cost $54.05 Unrealized +25.9%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $341 Shares 4,679 Est. Cost $64.86 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $340 Shares 2,766 Est. Cost $111.08 Unrealized +3.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $334 Shares 2,623 Est. Cost $109.65 Unrealized -1.8%
IJK ISHARES TR 0.2%
Value ($000) $331 Shares 3,627 Est. Cost $79.22 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $329 Shares 5,850 Est. Cost $51.67 Unrealized
JBL JABIL INC 0.2%
Value ($000) $326 Shares 2,431 Est. Cost $126.75 Unrealized +5.5%
PSX PHILLIPS 66 0.2%
Value ($000) $319 Shares 1,952 Est. Cost $111.04 Unrealized +21.6%
SMH VANECK ETF TRUST 0.2%
Value ($000) $310 Shares 1,376 Est. Cost $174.87 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $309 Shares 1,276 Est. Cost $258.04 Unrealized -9.9%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $306 Shares 2,788 Est. Cost $103.55 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $304 Shares 3,256 Est. Cost $91.56 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $303 Shares 398 Est. Cost $126.04 Unrealized +20.2%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $303 Shares 1,773 Est. Cost $120.89 Unrealized +12.2%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $303 Shares 1,657 Est. Cost $182.61 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $298 Shares 1,906 Est. Cost $135.82 Unrealized +13.2%
IWM ISHARES TR 0.2%
Value ($000) $297 Shares 1,414 Est. Cost $200.71 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $290 Shares 3,080 Est. Cost $74.81 Unrealized +11.2%
META META PLATFORMS INC 0.2%
Value ($000) $287 Shares 592 Est. Cost $323.40 Unrealized +37.0%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $285 Shares 1,128 Est. Cost $205.32 Unrealized +13.7%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $284 Shares 1,372 Est. Cost $143.35 Unrealized +19.0%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $283 Shares 4,067 Est. Cost $64.09 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $282 Shares 508 Est. Cost $498.54 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value ($000) $282 Shares 4,458 Est. Cost $41.35 Unrealized +27.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $281 Shares 1,953 Est. Cost $123.31 Unrealized +8.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $280 Shares 3,633 Est. Cost $65.39 Unrealized +20.8%
IEFA ISHARES TR 0.2%
Value ($000) $276 Shares 3,724 Est. Cost $70.35 Unrealized
BA BOEING CO 0.2%
Value ($000) $276 Shares 1,429 Est. Cost $213.87 Unrealized -3.9%
XEL XCEL ENERGY INC 0.2%
Value ($000) $274 Shares 5,105 Est. Cost $55.47 Unrealized -3.8%
MARATHON OIL CORP 0.2%
Value ($000) $271 Shares 9,559 Est. Cost $24.35 Unrealized
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $269 Shares 632 Est. Cost $399.79 Unrealized +6.8%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $268 Shares 4,487 Est. Cost $52.02 Unrealized +1.0%
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $268 Shares 11,717 Est. Cost $22.13 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $266 Shares 11,681 Est. Cost $21.78 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $264 Shares 2,289 Est. Cost $51.58 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $262 Shares 1,526 Est. Cost $135.64 Unrealized +17.2%
ETN EATON CORP PLC 0.1%
Value ($000) $261 Shares 834 Est. Cost $267.60 Unrealized 0.0%
SDVD FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $259 Shares 11,759 Est. Cost $22.01 Unrealized
MDYV SPDR SER TR 0.1%
Value ($000) $258 Shares 3,396 Est. Cost $73.38 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $255 Shares 1,468 Est. Cost $148.87 Unrealized +11.5%
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value ($000) $255 Shares 1,478 Est. Cost $149.20 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $253 Shares 1,430 Est. Cost $113.03 Unrealized +25.6%
SF STIFEL FINL CORP 0.1%
Value ($000) $253 Shares 3,234 Est. Cost $59.27 Unrealized +20.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $253 Shares 2,229 Est. Cost $88.09 Unrealized +12.8%
FDX FEDEX CORP 0.1%
Value ($000) $253 Shares 872 Est. Cost $242.32 Unrealized -1.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $250 Shares 5,191 Est. Cost $48.32 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $246 Shares 622 Est. Cost $367.98 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $244 Shares 251 Est. Cost $756.92 Unrealized
DOW DOW INC 0.1%
Value ($000) $242 Shares 4,173 Est. Cost $44.66 Unrealized +9.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $241 Shares 2,625 Est. Cost $83.79 Unrealized +1.4%
SYY SYSCO CORP 0.1%
Value ($000) $238 Shares 2,929 Est. Cost $74.59 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $235 Shares 4,787 Est. Cost $40.17 Unrealized +6.2%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $234 Shares 7,211 Est. Cost $32.50 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $233 Shares 12,689 Est. Cost $15.34 Unrealized +4.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $233 Shares 80 Est. Cost $41.61 Unrealized +22.9%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $230 Shares 7,368 Est. Cost $31.16 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $228 Shares 2,853 Est. Cost $65.40 Unrealized +8.3%
CGDG CAPITAL GROUP DIVIDEND GROWE 0.1%
Value ($000) $227 Shares 7,914 Est. Cost $28.63 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $227 Shares 580 Est. Cost $432.06 Unrealized +7.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $226 Shares 508 Est. Cost $409.52 Unrealized
T AT&T INC 0.1%
Value ($000) $223 Shares 12,680 Est. Cost $14.21 Unrealized +9.9%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $223 Shares 14,180 Est. Cost $13.80 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $222 Shares 3,654 Est. Cost $104.21 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $220 Shares 4,674 Est. Cost $35.90 Unrealized +9.7%
IYM ISHARES TR 0.1%
Value ($000) $211 Shares 1,431 Est. Cost $147.73 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $211 Shares 853 Est. Cost $236.50 Unrealized -2.5%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $211 Shares 6,597 Est. Cost $31.99 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $210 Shares 439 Est. Cost $445.90 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $210 Shares 958 Est. Cost $206.08 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $208 Shares 3,506 Est. Cost $53.44 Unrealized +7.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $207 Shares 1,399 Est. Cost $147.73 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $206 Shares 2,402 Est. Cost $78.75 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $206 Shares 1,171 Est. Cost $116.41 Unrealized 0.0%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $204 Shares 2,506 Est. Cost $81.53 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL 0.1%
Value ($000) $204 Shares 7,028 Est. Cost $29.01 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $204 Shares 2,064 Est. Cost $98.78 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $203 Shares 388 Est. Cost $516.50 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $176 Shares 21,271 Est. Cost $8.08 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $163 Shares 11,742 Est. Cost $13.30 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $161 Shares 22,103 Est. Cost $7.95 Unrealized -0.1%
PAYO PAYONEER GLOBAL INC 0.1%
Value ($000) $101 Shares 20,752 Est. Cost $4.87 Unrealized 0.0%
WAVEDANCER INC 0.0%
Value ($000) $55 Shares 16,000 Est. Cost $1.69 Unrealized
NIKOLA CORP 0.0%
Value ($000) $15 Shares 14,176 Est. Cost $0.87 Unrealized