Wallace Advisory Group, LLC Diversified Active

CIK: 0001932645 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 14, 2025

Total Value ($000): $144,688 (100.0% shares, 0.0% debt)

Holdings (182)

MRK MERCK & CO INC 9.1%
Value ($000) $13,145 Shares 115,756 Est. Cost $92.80 Unrealized +6.4%
CVX CHEVRON CORP NEW 4.5%
Value ($000) $6,561 Shares 44,549 Est. Cost $152.77 Unrealized -4.8%
AMZN AMAZON COM INC 3.5%
Value ($000) $5,077 Shares 27,247 Est. Cost $99.90 Unrealized +104.8%
CI THE CIGNA GROUP 2.9%
Value ($000) $4,219 Shares 12,178 Est. Cost $298.87 Unrealized +4.2%
AAPL APPLE INC 2.8%
Value ($000) $4,087 Shares 17,543 Est. Cost $172.50 Unrealized +35.9%
GLDM WORLD GOLD TR 2.2%
Value ($000) $3,154 Shares 60,496 Est. Cost $42.35 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $3,012 Shares 7,001 Est. Cost $279.30 Unrealized +51.2%
IVV ISHARES TR 1.9%
Value ($000) $2,803 Shares 4,859 Est. Cost $385.83 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $2,177 Shares 13,126 Est. Cost $96.05 Unrealized +81.3%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $2,047 Shares 3,569 Est. Cost $422.13 Unrealized
QUAL ISHARES TR 1.4%
Value ($000) $2,016 Shares 11,242 Est. Cost $170.76 Unrealized
SHW SHERWIN WILLIAMS CO 1.3%
Value ($000) $1,908 Shares 4,999 Est. Cost $337.57 Unrealized +9.5%
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $1,826 Shares 3,698 Est. Cost $323.40 Unrealized +59.1%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $1,820 Shares 2,942 Est. Cost $541.22 Unrealized +1.2%
IEF ISHARES TR 1.3%
Value ($000) $1,814 Shares 18,487 Est. Cost $95.89 Unrealized
TIP ISHARES TR 1.2%
Value ($000) $1,770 Shares 16,025 Est. Cost $108.44 Unrealized
ADBE ADOBE INC 1.2%
Value ($000) $1,704 Shares 3,291 Est. Cost $370.27 Unrealized +33.7%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $1,613 Shares 2,759 Est. Cost $486.68 Unrealized +13.6%
JPST J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $1,528 Shares 30,116 Est. Cost $50.17 Unrealized
INDA ISHARES TR 1.0%
Value ($000) $1,502 Shares 25,670 Est. Cost $50.05 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.0%
Value ($000) $1,488 Shares 7,512 Est. Cost $198.06 Unrealized
V VISA INC 1.0%
Value ($000) $1,455 Shares 5,293 Est. Cost $211.79 Unrealized +40.9%
NOW SERVICENOW INC 1.0%
Value ($000) $1,452 Shares 1,623 Est. Cost $79.16 Unrealized +155.9%
XHLF BONDBLOXX ETF TRUST 1.0%
Value ($000) $1,443 Shares 28,617 Est. Cost $50.23 Unrealized
GOOG ALPHABET INC 1.0%
Value ($000) $1,397 Shares 8,353 Est. Cost $97.39 Unrealized +80.4%
NVO NOVO-NORDISK A S 1.0%
Value ($000) $1,386 Shares 11,641 Est. Cost $120.67 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $1,224 Shares 22,993 Est. Cost $43.58 Unrealized +27.1%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $1,195 Shares 9,844 Est. Cost $95.03 Unrealized +45.0%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $1,195 Shares 9,840 Est. Cost $81.94 Unrealized +47.2%
JD JD.COM INC 0.8%
Value ($000) $1,097 Shares 27,432 Est. Cost $36.30 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $1,094 Shares 6,418 Est. Cost $175.85 Unrealized 0.0%
SHOP SHOPIFY INC 0.7%
Value ($000) $1,071 Shares 13,358 Est. Cost $74.87 Unrealized +29.9%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,061 Shares 6,547 Est. Cost $157.06 Unrealized -4.8%
LOW LOWES COS INC 0.7%
Value ($000) $1,049 Shares 3,872 Est. Cost $190.45 Unrealized +37.3%
NFLX NETFLIX INC 0.7%
Value ($000) $1,036 Shares 1,461 Est. Cost $28.86 Unrealized +185.2%
ABT ABBOTT LABS 0.7%
Value ($000) $1,032 Shares 9,052 Est. Cost $98.94 Unrealized +14.5%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $957 Shares 16,948 Est. Cost $40.90 Unrealized +63.0%
BIL SPDR SER TR 0.6%
Value ($000) $938 Shares 10,219 Est. Cost $91.79 Unrealized
MSCI MSCI INC 0.6%
Value ($000) $930 Shares 1,595 Est. Cost $527.17 Unrealized +12.2%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $899 Shares 2,543 Est. Cost $265.86 Unrealized +33.4%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $885 Shares 4,196 Est. Cost $125.44 Unrealized +81.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $878 Shares 19,553 Est. Cost $31.87 Unrealized +23.6%
ZTS ZOETIS INC 0.6%
Value ($000) $868 Shares 4,443 Est. Cost $149.37 Unrealized +18.1%
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $856 Shares 22,793 Est. Cost $29.69 Unrealized
T AT&T INC 0.6%
Value ($000) $838 Shares 38,102 Est. Cost $14.99 Unrealized +43.5%
SPXL DIREXION SHS ETF TR 0.6%
Value ($000) $831 Shares 5,068 Est. Cost $157.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $816 Shares 3,692 Est. Cost $136.98 Unrealized +57.9%
SHLD GLOBAL X FDS 0.6%
Value ($000) $812 Shares 21,817 Est. Cost $37.23 Unrealized
ABNB AIRBNB INC 0.5%
Value ($000) $761 Shares 6,004 Est. Cost $105.31 Unrealized +27.9%
SPYG SPDR SER TR 0.5%
Value ($000) $745 Shares 8,979 Est. Cost $57.25 Unrealized
WDAY WORKDAY INC 0.5%
Value ($000) $735 Shares 3,006 Est. Cost $240.94 Unrealized +6.0%
MDT MEDTRONIC PLC 0.5%
Value ($000) $734 Shares 8,157 Est. Cost $77.04 Unrealized +8.8%
RTX RTX CORPORATION 0.5%
Value ($000) $712 Shares 5,874 Est. Cost $88.25 Unrealized +34.0%
SLYG SPDR SER TR 0.5%
Value ($000) $689 Shares 7,399 Est. Cost $75.96 Unrealized
SPYV SPDR SER TR 0.5%
Value ($000) $674 Shares 12,758 Est. Cost $41.06 Unrealized
STIP ISHARES TR 0.5%
Value ($000) $665 Shares 6,564 Est. Cost $97.00 Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $661 Shares 5,622 Est. Cost $70.72 Unrealized +66.5%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $640 Shares 2,750 Est. Cost $176.27 Unrealized +12.5%
IJH ISHARES TR 0.4%
Value ($000) $619 Shares 9,937 Est. Cost $99.66 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $615 Shares 146 Est. Cost $1867.55 Unrealized +155.1%
USB US BANCORP DEL 0.4%
Value ($000) $614 Shares 13,432 Est. Cost $36.29 Unrealized +28.5%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $596 Shares 1,222 Est. Cost $394.68 Unrealized
INTU INTUIT 0.4%
Value ($000) $581 Shares 935 Est. Cost $397.47 Unrealized +59.7%
HD HOME DEPOT INC 0.4%
Value ($000) $574 Shares 1,417 Est. Cost $284.78 Unrealized +39.5%
FISV FISERV INC 0.4%
Value ($000) $573 Shares 3,192 Est. Cost $101.83 Unrealized +100.5%
ABBV ABBVIE INC 0.4%
Value ($000) $566 Shares 2,868 Est. Cost $139.27 Unrealized +27.4%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $566 Shares 1,095 Est. Cost $321.12 Unrealized +56.7%
CPRT COPART INC 0.4%
Value ($000) $554 Shares 10,572 Est. Cost $39.82 Unrealized +43.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $552 Shares 4,051 Est. Cost $134.94 Unrealized -9.3%
RYAN RYAN SPECIALTY HOLDINGS INC 0.4%
Value ($000) $551 Shares 8,301 Est. Cost $40.90 Unrealized +70.2%
GOVT ISHARES TR 0.4%
Value ($000) $551 Shares 23,479 Est. Cost $22.75 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.4%
Value ($000) $548 Shares 3,366 Est. Cost $130.78 Unrealized +15.1%
PCG PG&E CORP 0.4%
Value ($000) $541 Shares 27,350 Est. Cost $15.01 Unrealized +34.3%
BAC BANK AMERICA CORP 0.4%
Value ($000) $540 Shares 13,611 Est. Cost $32.11 Unrealized +33.4%
KO COCA COLA CO 0.4%
Value ($000) $540 Shares 7,513 Est. Cost $55.38 Unrealized +13.9%
FE FIRSTENERGY CORP 0.4%
Value ($000) $538 Shares 12,133 Est. Cost $34.35 Unrealized +16.3%
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $536 Shares 12,975 Est. Cost $33.15 Unrealized
POOL POOL CORP 0.4%
Value ($000) $532 Shares 1,411 Est. Cost $344.70 Unrealized +3.8%
APH AMPHENOL CORP NEW 0.4%
Value ($000) $518 Shares 7,954 Est. Cost $42.80 Unrealized +62.0%
SHEL SHELL PLC 0.4%
Value ($000) $513 Shares 7,779 Est. Cost $58.67 Unrealized
IT GARTNER INC 0.3%
Value ($000) $499 Shares 984 Est. Cost $333.34 Unrealized +54.7%
EPAM EPAM SYS INC 0.3%
Value ($000) $491 Shares 2,469 Est. Cost $222.46 Unrealized 0.0%
ADSK AUTODESK INC 0.3%
Value ($000) $490 Shares 1,780 Est. Cost $201.94 Unrealized +46.3%
AES AES CORP 0.3%
Value ($000) $485 Shares 24,190 Est. Cost $19.38 Unrealized -27.7%
CVS CVS HEALTH CORP 0.3%
Value ($000) $478 Shares 7,609 Est. Cost $58.44 Unrealized -8.2%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $473 Shares 9,478 Est. Cost $35.09 Unrealized +25.5%
PFE PFIZER INC 0.3%
Value ($000) $467 Shares 16,128 Est. Cost $24.78 Unrealized +1.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $466 Shares 3,978 Est. Cost $96.49 Unrealized +16.4%
C CITIGROUP INC 0.3%
Value ($000) $465 Shares 7,421 Est. Cost $48.05 Unrealized +36.1%
SPMB SPDR SER TR 0.3%
Value ($000) $433 Shares 19,238 Est. Cost $21.62 Unrealized
MKL MARKEL GROUP INC 0.3%
Value ($000) $431 Shares 275 Est. Cost $1237.05 Unrealized +34.1%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $426 Shares 5,787 Est. Cost $63.61 Unrealized 0.0%
GLW CORNING INC 0.3%
Value ($000) $425 Shares 9,423 Est. Cost $30.88 Unrealized +50.1%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $412 Shares 7,963 Est. Cost $58.95 Unrealized -10.8%
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $411 Shares 894 Est. Cost $421.45 Unrealized +11.3%
BA BOEING CO 0.3%
Value ($000) $406 Shares 2,673 Est. Cost $167.31 Unrealized -6.2%
WMB WILLIAMS COS INC 0.3%
Value ($000) $406 Shares 8,899 Est. Cost $28.57 Unrealized +81.1%
SPSC SPS COMM INC 0.3%
Value ($000) $398 Shares 2,052 Est. Cost $130.70 Unrealized +43.5%
SAP SAP SE 0.3%
Value ($000) $398 Shares 1,737 Est. Cost $157.93 Unrealized
BARRICK GOLD CORP 0.3%
Value ($000) $397 Shares 19,978 Est. Cost $17.22 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $388 Shares 992 Est. Cost $221.77 Unrealized +72.1%
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $380 Shares 5,194 Est. Cost $55.33 Unrealized +32.4%
MET METLIFE INC 0.3%
Value ($000) $379 Shares 4,593 Est. Cost $65.18 Unrealized +23.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $379 Shares 2,226 Est. Cost $118.88 Unrealized +34.2%
AAON AAON INC 0.3%
Value ($000) $375 Shares 3,478 Est. Cost $50.21 Unrealized +142.9%
CSX CSX CORP 0.3%
Value ($000) $373 Shares 10,814 Est. Cost $34.57 Unrealized -2.6%
PAYC PAYCOM SOFTWARE INC 0.3%
Value ($000) $368 Shares 2,209 Est. Cost $202.05 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $363 Shares 4,336 Est. Cost $80.77 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $363 Shares 1,797 Est. Cost $124.59 Unrealized +43.8%
MDYV SPDR SER TR 0.2%
Value ($000) $360 Shares 4,535 Est. Cost $64.72 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $359 Shares 2,206 Est. Cost $118.72 Unrealized +25.4%
HGER HARBOR ETF TRUST 0.2%
Value ($000) $358 Shares 15,851 Est. Cost $22.49 Unrealized
SRE SEMPRA 0.2%
Value ($000) $358 Shares 4,281 Est. Cost $84.33 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.2%
Value ($000) $354 Shares 383 Est. Cost $382.30 Unrealized +87.5%
COO COOPER COS INC 0.2%
Value ($000) $350 Shares 3,172 Est. Cost $93.35 Unrealized +9.1%
SPTL SPDR SER TR 0.2%
Value ($000) $349 Shares 11,996 Est. Cost $28.50 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $347 Shares 3,326 Est. Cost $83.38 Unrealized +43.3%
UNILEVER PLC 0.2%
Value ($000) $344 Shares 5,303 Est. Cost $55.43 Unrealized
CNC CENTENE CORP DEL 0.2%
Value ($000) $342 Shares 4,540 Est. Cost $81.25 Unrealized -23.2%
CTAS CINTAS CORP 0.2%
Value ($000) $341 Shares 1,657 Est. Cost $181.45 Unrealized +14.8%
MORN MORNINGSTAR INC 0.2%
Value ($000) $339 Shares 1,061 Est. Cost $230.03 Unrealized +48.4%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $337 Shares 770 Est. Cost $393.26 Unrealized +18.5%
FTI TECHNIPFMC PLC 0.2%
Value ($000) $336 Shares 12,709 Est. Cost $11.72 Unrealized +141.2%
GDDY GODADDY INC 0.2%
Value ($000) $334 Shares 2,133 Est. Cost $77.19 Unrealized +136.8%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $328 Shares 9,551 Est. Cost $24.28 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $326 Shares 3,150 Est. Cost $79.85 Unrealized +32.8%
TSLA TESLA INC 0.2%
Value ($000) $326 Shares 1,245 Est. Cost $321.74 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $324 Shares 10,919 Est. Cost $30.61 Unrealized +1.5%
MDYG SPDR SER TR 0.2%
Value ($000) $323 Shares 3,687 Est. Cost $65.34 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $322 Shares 363 Est. Cost $792.18 Unrealized +3.7%
IJR ISHARES TR 0.2%
Value ($000) $320 Shares 2,740 Est. Cost $99.65 Unrealized
ICLR ICON PLC 0.2%
Value ($000) $319 Shares 1,109 Est. Cost $307.27 Unrealized -24.0%
SLYV SPDR SER TR 0.2%
Value ($000) $318 Shares 3,666 Est. Cost $74.25 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $316 Shares 1,830 Est. Cost $182.87 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $310 Shares 838 Est. Cost $259.24 Unrealized +49.4%
BANK MONTREAL MEDIUM 0.2%
Value ($000) $310 Shares 756 Est. Cost $277.60 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.2%
Value ($000) $300 Shares 3,723 Est. Cost $59.89 Unrealized +45.1%
SHYG ISHARES TR 0.2%
Value ($000) $296 Shares 6,820 Est. Cost $40.90 Unrealized
ASPEN TECHNOLOGY INC 0.2%
Value ($000) $292 Shares 1,224 Est. Cost $206.17 Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.2%
Value ($000) $289 Shares 7,148 Est. Cost $25.95 Unrealized +45.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.2%
Value ($000) $289 Shares 2,969 Est. Cost $79.56 Unrealized +25.1%
JQUA J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $286 Shares 5,055 Est. Cost $39.06 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $284 Shares 90 Est. Cost $2927.39 Unrealized +8.2%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $281 Shares 1,831 Est. Cost $109.67 Unrealized +58.1%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $279 Shares 931 Est. Cost $240.70 Unrealized +30.3%
NCNO NCINO INC 0.2%
Value ($000) $274 Shares 8,671 Est. Cost $27.07 Unrealized +37.6%
CRM SALESFORCE INC 0.2%
Value ($000) $265 Shares 970 Est. Cost $150.03 Unrealized +111.1%
SONY SONY GROUP CORP 0.2%
Value ($000) $264 Shares 2,729 Est. Cost $96.57 Unrealized
HUM HUMANA INC 0.2%
Value ($000) $263 Shares 830 Est. Cost $457.89 Unrealized -42.4%
RELX RELX PLC 0.2%
Value ($000) $263 Shares 5,537 Est. Cost $32.44 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $253 Shares 1,144 Est. Cost $174.39 Unrealized
VVV VALVOLINE INC 0.2%
Value ($000) $252 Shares 6,018 Est. Cost $39.88 Unrealized +0.3%
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $246 Shares 7,196 Est. Cost $29.41 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $245 Shares 1,725 Est. Cost $125.11 Unrealized
GSHD GOOSEHEAD INS INC 0.2%
Value ($000) $244 Shares 2,732 Est. Cost $109.18 Unrealized 0.0%
IDXX IDEXX LABS INC 0.2%
Value ($000) $239 Shares 474 Est. Cost $502.03 Unrealized -12.6%
AME AMETEK INC 0.2%
Value ($000) $235 Shares 1,371 Est. Cost $171.36 Unrealized +5.5%
ASML ASML HOLDING N V 0.2%
Value ($000) $234 Shares 281 Est. Cost $999.80 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $233 Shares 1,235 Est. Cost $177.15 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.2%
Value ($000) $226 Shares 602 Est. Cost $330.95 Unrealized +21.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $226 Shares 4,725 Est. Cost $47.85 Unrealized
TFIN TRIUMPH FINANCIAL INC 0.2%
Value ($000) $226 Shares 2,842 Est. Cost $74.52 Unrealized +24.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $224 Shares 253 Est. Cost $922.64 Unrealized 0.0%
OGN ORGANON & CO 0.2%
Value ($000) $224 Shares 11,711 Est. Cost $21.97 Unrealized -28.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $223 Shares 484 Est. Cost $461.73 Unrealized 0.0%
SPSM SPDR SER TR 0.2%
Value ($000) $222 Shares 4,880 Est. Cost $41.53 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $210 Shares 1,314 Est. Cost $159.36 Unrealized +13.4%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $208 Shares 633 Est. Cost $359.29 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $207 Shares 3,919 Est. Cost $52.81 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 913 Est. Cost $225.83 Unrealized
HEI/A HEICO CORP NEW 0.1%
Value ($000) $206 Shares 1,009 Est. Cost $201.31 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $204 Shares 4,877 Est. Cost $39.99 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $204 Shares 2,614 Est. Cost $77.91 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $203 Shares 18,771 Est. Cost $7.92 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $187 Shares 15,129 Est. Cost $12.35 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $127 Shares 40,709 Est. Cost $2.92 Unrealized
HLN HALEON PLC 0.1%
Value ($000) $126 Shares 11,929 Est. Cost $8.07 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.1%
Value ($000) $118 Shares 11,640 Est. Cost $6.67 Unrealized
HMY HARMONY GOLD MINING CO LTD 0.1%
Value ($000) $105 Shares 10,328 Est. Cost $9.17 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value ($000) $70 Shares 13,473 Est. Cost $5.78 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $36 Shares 12,035 Est. Cost $2.56 Unrealized +9.6%
QURATE RETAIL INC 0.0%
Value ($000) $14 Shares 22,916 Est. Cost $1.27 Unrealized