Trueblood Wealth Management, LLC Diversified Active

CIK: 0002005380 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 23, 2024

Total Value ($000): $199,186 (100.0% shares, 0.0% debt)

Holdings (231)

JPM JPMORGAN CHASE & CO. 5.7%
Value ($000) $11,267 Shares 53,433 Est. Cost $144.89 Unrealized +41.5%
AAPL APPLE INC 4.1%
Value ($000) $8,210 Shares 35,235 Est. Cost $182.81 Unrealized +21.4%
MSFT MICROSOFT CORP 2.9%
Value ($000) $5,860 Shares 13,618 Est. Cost $350.36 Unrealized +20.8%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $3,543 Shares 10,024 Est. Cost $314.01 Unrealized +2.8%
SDVY FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $2,680 Shares 73,680 Est. Cost $33.46 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 1.3%
Value ($000) $2,659 Shares 33,608 Est. Cost $73.16 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.3%
Value ($000) $2,630 Shares 9,346 Est. Cost $232.39 Unrealized +19.9%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $2,605 Shares 4,455 Est. Cost $511.31 Unrealized +7.2%
CAT CATERPILLAR INC 1.3%
Value ($000) $2,562 Shares 6,551 Est. Cost $251.22 Unrealized +34.8%
CINF CINCINNATI FINL CORP 1.3%
Value ($000) $2,534 Shares 18,616 Est. Cost $96.11 Unrealized +30.1%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $2,350 Shares 15,959 Est. Cost $137.95 Unrealized +1.5%
HD HOME DEPOT INC 1.2%
Value ($000) $2,291 Shares 5,654 Est. Cost $294.88 Unrealized +19.6%
RDVI FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $2,175 Shares 88,277 Est. Cost $23.17 Unrealized
ORCL ORACLE CORP 1.1%
Value ($000) $2,163 Shares 12,694 Est. Cost $107.98 Unrealized +32.5%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,110 Shares 17,375 Est. Cost $94.72 Unrealized +24.7%
FTCS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2,054 Shares 22,626 Est. Cost $86.16 Unrealized
ADI ANALOG DEVICES INC 1.0%
Value ($000) $2,031 Shares 8,822 Est. Cost $173.15 Unrealized +27.1%
MCD MCDONALDS CORP 1.0%
Value ($000) $1,947 Shares 6,394 Est. Cost $259.27 Unrealized +2.9%
QCOM QUALCOMM INC 0.9%
Value ($000) $1,815 Shares 10,676 Est. Cost $129.64 Unrealized +32.0%
BRO BROWN & BROWN INC 0.9%
Value ($000) $1,812 Shares 17,488 Est. Cost $70.55 Unrealized +39.8%
WSO WATSCO INC 0.9%
Value ($000) $1,810 Shares 3,680 Est. Cost $389.15 Unrealized +23.5%
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,792 Shares 10,003 Est. Cost $164.15 Unrealized
LIN LINDE PLC 0.9%
Value ($000) $1,752 Shares 3,675 Est. Cost $385.84 Unrealized +16.1%
CARR CARRIER GLOBAL CORPORATION 0.9%
Value ($000) $1,746 Shares 21,692 Est. Cost $51.55 Unrealized +32.9%
RSG REPUBLIC SVCS INC 0.9%
Value ($000) $1,743 Shares 8,680 Est. Cost $154.63 Unrealized +28.0%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,719 Shares 10,606 Est. Cost $143.82 Unrealized +6.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,656 Shares 14,129 Est. Cost $97.75 Unrealized +12.6%
TSCO TRACTOR SUPPLY CO 0.8%
Value ($000) $1,622 Shares 5,574 Est. Cost $39.88 Unrealized +31.7%
SLYV SPDR SER TR 0.8%
Value ($000) $1,604 Shares 18,477 Est. Cost $83.64 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,564 Shares 64,232 Est. Cost $22.65 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $1,532 Shares 13,492 Est. Cost $97.76 Unrealized +15.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.7%
Value ($000) $1,453 Shares 6,756 Est. Cost $178.14 Unrealized +14.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,426 Shares 23,960 Est. Cost $54.98 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,419 Shares 5,128 Est. Cost $222.62 Unrealized +13.9%
KKR KKR & CO INC 0.7%
Value ($000) $1,397 Shares 10,699 Est. Cost $66.83 Unrealized +75.7%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,372 Shares 7,919 Est. Cost $140.90 Unrealized +16.6%
OKE ONEOK INC NEW 0.7%
Value ($000) $1,355 Shares 14,867 Est. Cost $60.72 Unrealized +34.2%
SPLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,349 Shares 18,807 Est. Cost $62.95 Unrealized
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $1,340 Shares 2,577 Est. Cost $451.06 Unrealized +15.4%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1,321 Shares 2,136 Est. Cost $486.55 Unrealized +21.1%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.7%
Value ($000) $1,309 Shares 55,250 Est. Cost $22.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,291 Shares 2,806 Est. Cost $355.58 Unrealized +24.4%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,281 Shares 15,155 Est. Cost $53.83 Unrealized +39.1%
ABBV ABBVIE INC 0.6%
Value ($000) $1,253 Shares 6,347 Est. Cost $136.03 Unrealized +31.4%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,197 Shares 2,417 Est. Cost $317.74 Unrealized +49.5%
LNTH LANTHEUS HLDGS INC 0.6%
Value ($000) $1,195 Shares 10,886 Est. Cost $67.75 Unrealized +53.3%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.6%
Value ($000) $1,180 Shares 39,129 Est. Cost $26.77 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,174 Shares 1,324 Est. Cost $606.88 Unrealized +42.0%
STE STERIS PLC 0.6%
Value ($000) $1,171 Shares 4,826 Est. Cost $207.61 Unrealized +11.3%
WELL WELLTOWER INC 0.6%
Value ($000) $1,160 Shares 9,063 Est. Cost $83.08 Unrealized +37.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $1,157 Shares 6,663 Est. Cost $106.63 Unrealized
CB CHUBB LIMITED 0.6%
Value ($000) $1,130 Shares 3,920 Est. Cost $216.04 Unrealized +25.3%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.6%
Value ($000) $1,108 Shares 41,070 Est. Cost $24.70 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,084 Shares 5,817 Est. Cost $142.16 Unrealized +28.3%
WEC WEC ENERGY GROUP INC 0.5%
Value ($000) $1,078 Shares 11,205 Est. Cost $76.27 Unrealized +10.9%
INTU INTUIT 0.5%
Value ($000) $1,061 Shares 1,708 Est. Cost $548.66 Unrealized +15.4%
SMDV PROSHARES TR 0.5%
Value ($000) $1,059 Shares 15,289 Est. Cost $65.38 Unrealized
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $1,049 Shares 4,221 Est. Cost $200.12 Unrealized +16.4%
SNA SNAP ON INC 0.5%
Value ($000) $1,044 Shares 3,602 Est. Cost $256.49 Unrealized +3.6%
BKR BAKER HUGHES COMPANY 0.5%
Value ($000) $1,039 Shares 28,740 Est. Cost $32.48 Unrealized +5.1%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,026 Shares 2,841 Est. Cost $290.80 Unrealized +17.1%
WMT WALMART INC 0.5%
Value ($000) $1,026 Shares 12,702 Est. Cost $55.59 Unrealized +30.4%
GDX VANECK ETF TRUST 0.5%
Value ($000) $1,022 Shares 25,676 Est. Cost $31.41 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $991 Shares 47,103 Est. Cost $19.55 Unrealized
NDSN NORDSON CORP 0.5%
Value ($000) $989 Shares 3,765 Est. Cost $225.32 Unrealized +6.3%
DWAS INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $966 Shares 10,400 Est. Cost $84.04 Unrealized
NDAQ NASDAQ INC 0.5%
Value ($000) $965 Shares 13,220 Est. Cost $51.21 Unrealized +30.9%
AVGO BROADCOM INC 0.5%
Value ($000) $959 Shares 5,562 Est. Cost $151.68 Unrealized +4.2%
PEP PEPSICO INC 0.5%
Value ($000) $957 Shares 5,625 Est. Cost $154.05 Unrealized +5.7%
PIZ INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $951 Shares 25,090 Est. Cost $31.76 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $940 Shares 3,382 Est. Cost $211.64 Unrealized +24.0%
GOOGL ALPHABET INC 0.5%
Value ($000) $935 Shares 5,637 Est. Cost $133.70 Unrealized +24.7%
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $933 Shares 14,412 Est. Cost $58.35 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $901 Shares 1,707 Est. Cost $471.35 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $871 Shares 9,662 Est. Cost $63.75 Unrealized +28.0%
EOG EOG RES INC 0.4%
Value ($000) $858 Shares 6,978 Est. Cost $115.67 Unrealized +4.1%
KO COCA COLA CO 0.4%
Value ($000) $855 Shares 11,897 Est. Cost $53.26 Unrealized +23.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $835 Shares 1,429 Est. Cost $417.35 Unrealized +23.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $823 Shares 3,034 Est. Cost $184.29 Unrealized +33.0%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $820 Shares 1,823 Est. Cost $318.18 Unrealized +29.1%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $813 Shares 2,131 Est. Cost $264.93 Unrealized +30.2%
ZTS ZOETIS INC 0.4%
Value ($000) $806 Shares 4,127 Est. Cost $175.28 Unrealized +3.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $806 Shares 17,951 Est. Cost $31.23 Unrealized +22.9%
MPC MARATHON PETE CORP 0.4%
Value ($000) $786 Shares 4,824 Est. Cost $143.37 Unrealized +14.4%
FAST FASTENAL CO 0.4%
Value ($000) $748 Shares 10,467 Est. Cost $28.74 Unrealized +14.5%
LLY ELI LILLY & CO 0.4%
Value ($000) $740 Shares 835 Est. Cost $589.71 Unrealized +51.0%
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $736 Shares 16,183 Est. Cost $40.91 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $731 Shares 7,124 Est. Cost $71.72 Unrealized +29.7%
V VISA INC 0.4%
Value ($000) $723 Shares 2,628 Est. Cost $246.92 Unrealized +8.4%
RDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $714 Shares 12,066 Est. Cost $54.86 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $708 Shares 4,236 Est. Cost $135.60 Unrealized +24.1%
FV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $707 Shares 12,130 Est. Cost $52.46 Unrealized
CTAS CINTAS CORP 0.4%
Value ($000) $698 Shares 3,390 Est. Cost $183.76 Unrealized +3.9%
IEMG ISHARES INC 0.3%
Value ($000) $689 Shares 11,997 Est. Cost $52.52 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $688 Shares 10,076 Est. Cost $63.09 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $672 Shares 2,223 Est. Cost $236.00 Unrealized +21.4%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $651 Shares 8,832 Est. Cost $64.31 Unrealized +4.5%
CRM SALESFORCE INC 0.3%
Value ($000) $650 Shares 2,376 Est. Cost $237.51 Unrealized +6.9%
ABT ABBOTT LABS 0.3%
Value ($000) $637 Shares 5,588 Est. Cost $96.53 Unrealized +10.9%
AIRR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $628 Shares 8,416 Est. Cost $57.84 Unrealized
MARATHON OIL CORP 0.3%
Value ($000) $627 Shares 23,559 Est. Cost $26.92 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.3%
Value ($000) $621 Shares 18,116 Est. Cost $32.40 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $619 Shares 1,254 Est. Cost $397.11 Unrealized +16.3%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $612 Shares 2,768 Est. Cost $156.18 Unrealized +21.0%
PIE INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $611 Shares 29,636 Est. Cost $19.69 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $610 Shares 3,985 Est. Cost $102.08 Unrealized +30.9%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $610 Shares 1,181 Est. Cost $389.25 Unrealized +25.8%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $608 Shares 3,708 Est. Cost $118.37 Unrealized +28.4%
TMUS T-MOBILE US INC 0.3%
Value ($000) $605 Shares 2,933 Est. Cost $187.42 Unrealized 0.0%
IEFA ISHARES TR 0.3%
Value ($000) $602 Shares 7,711 Est. Cost $74.23 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL 0.3%
Value ($000) $600 Shares 19,769 Est. Cost $29.40 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%
Value ($000) $598 Shares 16,401 Est. Cost $33.81 Unrealized
CASY CASEYS GEN STORES INC 0.3%
Value ($000) $569 Shares 1,515 Est. Cost $283.36 Unrealized +31.0%
FXU FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $564 Shares 14,653 Est. Cost $31.99 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.3%
Value ($000) $563 Shares 18,315 Est. Cost $29.14 Unrealized
DE DEERE & CO 0.3%
Value ($000) $558 Shares 1,338 Est. Cost $365.58 Unrealized +1.0%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $556 Shares 1,132 Est. Cost $311.08 Unrealized +49.7%
TJX TJX COS INC NEW 0.3%
Value ($000) $546 Shares 4,648 Est. Cost $91.39 Unrealized +23.4%
FVC FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $542 Shares 15,122 Est. Cost $32.78 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $540 Shares 7,319 Est. Cost $59.53 Unrealized +10.3%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $512 Shares 2,587 Est. Cost $183.10 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $512 Shares 13,078 Est. Cost $42.47 Unrealized -0.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $511 Shares 2,472 Est. Cost $172.61 Unrealized +9.1%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $508 Shares 4,402 Est. Cost $83.95 Unrealized +26.2%
ETN EATON CORP PLC 0.3%
Value ($000) $505 Shares 1,524 Est. Cost $288.01 Unrealized +4.6%
GWW GRAINGER W W INC 0.2%
Value ($000) $497 Shares 478 Est. Cost $782.48 Unrealized +22.3%
PWR QUANTA SVCS INC 0.2%
Value ($000) $485 Shares 1,626 Est. Cost $195.18 Unrealized +35.2%
O REALTY INCOME CORP 0.2%
Value ($000) $475 Shares 7,484 Est. Cost $46.77 Unrealized +17.6%
CPRT COPART INC 0.2%
Value ($000) $471 Shares 8,997 Est. Cost $47.28 Unrealized +9.8%
FISV FISERV INC 0.2%
Value ($000) $464 Shares 2,582 Est. Cost $127.12 Unrealized +29.8%
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $464 Shares 13,324 Est. Cost $32.80 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $463 Shares 8,752 Est. Cost $46.71 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $459 Shares 3,293 Est. Cost $125.14 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $440 Shares 1,784 Est. Cost $210.67 Unrealized +11.4%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $439 Shares 1,637 Est. Cost $270.11 Unrealized -4.0%
IJH ISHARES TR 0.2%
Value ($000) $435 Shares 6,976 Est. Cost $84.21 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $427 Shares 2,742 Est. Cost $104.30 Unrealized +34.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $424 Shares 1,241 Est. Cost $133.70 Unrealized +25.9%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $423 Shares 1,807 Est. Cost $169.13 Unrealized +27.3%
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $407 Shares 4,090 Est. Cost $93.02 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $405 Shares 523 Est. Cost $510.90 Unrealized +51.7%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $404 Shares 640 Est. Cost $511.39 Unrealized +9.6%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $404 Shares 2,841 Est. Cost $111.21 Unrealized +20.7%
MPLX MPLX LP 0.2%
Value ($000) $404 Shares 9,088 Est. Cost $36.72 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $401 Shares 6,155 Est. Cost $58.51 Unrealized +9.5%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $401 Shares 1,519 Est. Cost $263.83 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $399 Shares 4,521 Est. Cost $82.15 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $392 Shares 17,765 Est. Cost $22.01 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $392 Shares 18,713 Est. Cost $16.06 Unrealized +13.5%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $386 Shares 4,686 Est. Cost $62.29 Unrealized +20.6%
MDYV SPDR SER TR 0.2%
Value ($000) $385 Shares 4,841 Est. Cost $75.06 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $382 Shares 1,886 Est. Cost $202.76 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $377 Shares 421 Est. Cost $127.47 Unrealized +29.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $375 Shares 1,261 Est. Cost $258.04 Unrealized +2.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $375 Shares 7,040 Est. Cost $47.94 Unrealized -2.4%
PAYX PAYCHEX INC 0.2%
Value ($000) $374 Shares 2,785 Est. Cost $111.08 Unrealized +9.7%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $372 Shares 1,418 Est. Cost $230.89 Unrealized +2.8%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $354 Shares 4,679 Est. Cost $64.86 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $353 Shares 617 Est. Cost $329.51 Unrealized +55.4%
IJR ISHARES TR 0.2%
Value ($000) $350 Shares 2,991 Est. Cost $116.96 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $343 Shares 1,353 Est. Cost $144.81 Unrealized +47.9%
SMH VANECK ETF TRUST 0.2%
Value ($000) $338 Shares 1,376 Est. Cost $174.87 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $337 Shares 4,668 Est. Cost $54.05 Unrealized +27.2%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $334 Shares 2,061 Est. Cost $124.30 Unrealized +18.2%
IJK ISHARES TR 0.2%
Value ($000) $333 Shares 3,627 Est. Cost $79.22 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $331 Shares 13,817 Est. Cost $22.41 Unrealized
GGG GRACO INC 0.2%
Value ($000) $327 Shares 3,740 Est. Cost $76.54 Unrealized +5.0%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $327 Shares 4,067 Est. Cost $64.09 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $321 Shares 3,080 Est. Cost $74.81 Unrealized +29.5%
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $321 Shares 550 Est. Cost $399.79 Unrealized +40.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $321 Shares 3,337 Est. Cost $86.20 Unrealized +5.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $321 Shares 2,641 Est. Cost $83.79 Unrealized +31.1%
IWM ISHARES TR 0.2%
Value ($000) $312 Shares 1,414 Est. Cost $200.71 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $312 Shares 2,788 Est. Cost $103.55 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $309 Shares 634 Est. Cost $425.14 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $306 Shares 4,493 Est. Cost $52.02 Unrealized +16.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $299 Shares 1,879 Est. Cost $135.82 Unrealized +4.8%
XEL XCEL ENERGY INC 0.1%
Value ($000) $294 Shares 4,505 Est. Cost $55.47 Unrealized +2.0%
JBL JABIL INC 0.1%
Value ($000) $291 Shares 2,431 Est. Cost $126.75 Unrealized -14.5%
SJM SMUCKER J M CO 0.1%
Value ($000) $290 Shares 2,397 Est. Cost $106.87 Unrealized +4.4%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $282 Shares 12,771 Est. Cost $15.34 Unrealized +29.5%
C CITIGROUP INC 0.1%
Value ($000) $279 Shares 4,458 Est. Cost $41.35 Unrealized +43.7%
T AT&T INC 0.1%
Value ($000) $277 Shares 12,592 Est. Cost $14.21 Unrealized +32.1%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $275 Shares 1,540 Est. Cost $136.03 Unrealized +32.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $269 Shares 1,135 Est. Cost $205.32 Unrealized +15.0%
AFL AFLAC INC 0.1%
Value ($000) $269 Shares 2,402 Est. Cost $78.75 Unrealized +25.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $267 Shares 3,333 Est. Cost $65.39 Unrealized +5.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $266 Shares 2,530 Est. Cost $109.65 Unrealized -4.2%
PFE PFIZER INC 0.1%
Value ($000) $265 Shares 9,159 Est. Cost $26.40 Unrealized +1.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $263 Shares 4,559 Est. Cost $60.93 Unrealized -9.2%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $262 Shares 3,125 Est. Cost $73.90 Unrealized +6.7%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $256 Shares 5,191 Est. Cost $48.32 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $244 Shares 3,693 Est. Cost $73.39 Unrealized -1.0%
SF STIFEL FINL CORP 0.1%
Value ($000) $244 Shares 2,595 Est. Cost $59.27 Unrealized +41.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $242 Shares 3,855 Est. Cost $63.61 Unrealized -13.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $242 Shares 2,216 Est. Cost $88.09 Unrealized +19.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $241 Shares 4,835 Est. Cost $36.29 Unrealized +21.9%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $240 Shares 1,361 Est. Cost $148.87 Unrealized +11.5%
FDX FEDEX CORP 0.1%
Value ($000) $239 Shares 872 Est. Cost $242.32 Unrealized +16.1%
PSX PHILLIPS 66 0.1%
Value ($000) $238 Shares 1,810 Est. Cost $111.04 Unrealized +15.6%
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value ($000) $232 Shares 1,478 Est. Cost $149.20 Unrealized +3.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $232 Shares 439 Est. Cost $478.00 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $228 Shares 14,180 Est. Cost $13.80 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $227 Shares 28,824 Est. Cost $7.79 Unrealized -6.7%
INTC INTEL CORP 0.1%
Value ($000) $225 Shares 9,604 Est. Cost $40.04 Unrealized -37.8%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $223 Shares 252 Est. Cost $272.35 Unrealized 0.0%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.1%
Value ($000) $223 Shares 2,000 Est. Cost $101.96 Unrealized +2.8%
DOW DOW INC 0.1%
Value ($000) $222 Shares 4,064 Est. Cost $44.66 Unrealized +7.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $222 Shares 3,840 Est. Cost $51.16 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $222 Shares 1,641 Est. Cost $120.89 Unrealized +15.3%
CME CME GROUP INC 0.1%
Value ($000) $222 Shares 1,004 Est. Cost $196.43 Unrealized 0.0%
USMV ISHARES TR 0.1%
Value ($000) $220 Shares 2,414 Est. Cost $91.31 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $220 Shares 1,168 Est. Cost $167.93 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $219 Shares 781 Est. Cost $284.07 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $217 Shares 4,750 Est. Cost $37.71 Unrealized +10.8%
CATX PERSPECTIVE THERAPEUTICS INC 0.1%
Value ($000) $217 Shares 16,236 Est. Cost $13.30 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $216 Shares 305 Est. Cost $62.46 Unrealized +7.1%
CI THE CIGNA GROUP 0.1%
Value ($000) $216 Shares 624 Est. Cost $335.01 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $215 Shares 1,399 Est. Cost $147.73 Unrealized
IYM ISHARES TR 0.1%
Value ($000) $215 Shares 1,431 Est. Cost $147.73 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $215 Shares 1,376 Est. Cost $113.03 Unrealized +24.8%
BA BOEING CO 0.1%
Value ($000) $212 Shares 1,396 Est. Cost $213.87 Unrealized -19.8%
SYY SYSCO CORP 0.1%
Value ($000) $209 Shares 2,680 Est. Cost $74.59 Unrealized -3.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $209 Shares 1,012 Est. Cost $192.96 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $206 Shares 247 Est. Cost $756.92 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $204 Shares 4,456 Est. Cost $41.12 Unrealized 0.0%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $203 Shares 1,967 Est. Cost $103.26 Unrealized
MMM 3M CO 0.1%
Value ($000) $202 Shares 1,475 Est. Cost $119.14 Unrealized 0.0%
TRGP TARGA RES CORP 0.1%
Value ($000) $202 Shares 1,362 Est. Cost $136.82 Unrealized 0.0%
LAND GLADSTONE LD CORP 0.1%
Value ($000) $195 Shares 14,000 Est. Cost $13.69 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $158 Shares 11,742 Est. Cost $13.30 Unrealized