Trueblood Wealth Management, LLC Diversified Active

CIK: 0002005380 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 16, 2025

Total Value ($000): $202,906 (100.0% shares, 0.0% debt)

Holdings (225)

JPM JPMORGAN CHASE & CO. 5.9%
Value ($000) $11,885 Shares 49,579 Est. Cost $144.89 Unrealized +57.4%
AAPL APPLE INC 4.4%
Value ($000) $8,843 Shares 35,314 Est. Cost $182.81 Unrealized +28.3%
MSFT MICROSOFT CORP 2.9%
Value ($000) $5,830 Shares 13,831 Est. Cost $351.47 Unrealized +20.2%
ACN ACCENTURE PLC IRELAND 1.7%
Value ($000) $3,538 Shares 10,057 Est. Cost $314.01 Unrealized +13.0%
SDVY FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $2,922 Shares 81,514 Est. Cost $33.69 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 1.3%
Value ($000) $2,702 Shares 35,342 Est. Cost $73.32 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.3%
Value ($000) $2,657 Shares 9,361 Est. Cost $232.39 Unrealized +24.0%
RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,575 Shares 14,697 Est. Cost $167.69 Unrealized
CINF CINCINNATI FINL CORP 1.2%
Value ($000) $2,483 Shares 17,282 Est. Cost $96.11 Unrealized +47.8%
CAT CATERPILLAR INC 1.2%
Value ($000) $2,450 Shares 6,753 Est. Cost $255.13 Unrealized +49.6%
RDVI FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,383 Shares 98,308 Est. Cost $23.28 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,313 Shares 17,227 Est. Cost $94.72 Unrealized +45.5%
HD HOME DEPOT INC 1.1%
Value ($000) $2,260 Shares 5,810 Est. Cost $297.63 Unrealized +33.5%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,228 Shares 15,380 Est. Cost $137.95 Unrealized +5.5%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $2,224 Shares 4,397 Est. Cost $511.31 Unrealized +8.1%
ORCL ORACLE CORP 1.0%
Value ($000) $2,116 Shares 12,696 Est. Cost $107.98 Unrealized +62.8%
FTCS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2,034 Shares 23,164 Est. Cost $86.20 Unrealized
ADI ANALOG DEVICES INC 0.9%
Value ($000) $1,916 Shares 9,019 Est. Cost $174.10 Unrealized +24.5%
RSG REPUBLIC SVCS INC 0.9%
Value ($000) $1,828 Shares 9,088 Est. Cost $156.86 Unrealized +30.3%
WSO WATSCO INC 0.9%
Value ($000) $1,793 Shares 3,783 Est. Cost $392.34 Unrealized +29.1%
BRO BROWN & BROWN INC 0.9%
Value ($000) $1,789 Shares 17,533 Est. Cost $70.55 Unrealized +50.3%
AMZN AMAZON COM INC 0.9%
Value ($000) $1,751 Shares 7,983 Est. Cost $159.10 Unrealized +28.6%
SLYV SPDR SER TR 0.8%
Value ($000) $1,666 Shares 19,096 Est. Cost $83.76 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $1,662 Shares 10,817 Est. Cost $130.03 Unrealized +22.7%
LIN LINDE PLC 0.8%
Value ($000) $1,573 Shares 3,758 Est. Cost $387.23 Unrealized +15.9%
KKR KKR & CO INC 0.8%
Value ($000) $1,552 Shares 10,492 Est. Cost $66.83 Unrealized +118.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $1,547 Shares 6,844 Est. Cost $178.68 Unrealized +23.0%
TSCO TRACTOR SUPPLY CO 0.7%
Value ($000) $1,521 Shares 28,660 Est. Cost $52.41 Unrealized +5.8%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,506 Shares 5,196 Est. Cost $259.27 Unrealized +11.9%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,496 Shares 5,110 Est. Cost $222.62 Unrealized +29.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,495 Shares 13,900 Est. Cost $97.75 Unrealized +14.9%
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $1,483 Shares 21,724 Est. Cost $51.55 Unrealized +44.3%
OKE ONEOK INC NEW 0.7%
Value ($000) $1,472 Shares 14,662 Est. Cost $60.72 Unrealized +59.5%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.7%
Value ($000) $1,439 Shares 49,243 Est. Cost $27.28 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,438 Shares 64,661 Est. Cost $22.65 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,381 Shares 24,001 Est. Cost $54.98 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $1,357 Shares 2,369 Est. Cost $317.74 Unrealized +71.5%
AVGO BROADCOM INC 0.7%
Value ($000) $1,349 Shares 5,818 Est. Cost $153.05 Unrealized +19.5%
WMT WALMART INC 0.7%
Value ($000) $1,344 Shares 14,879 Est. Cost $60.01 Unrealized +43.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,324 Shares 2,920 Est. Cost $359.73 Unrealized +28.4%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,321 Shares 7,882 Est. Cost $140.90 Unrealized +17.6%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.6%
Value ($000) $1,317 Shares 55,039 Est. Cost $22.53 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,316 Shares 18,807 Est. Cost $62.95 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $1,312 Shares 6,643 Est. Cost $106.63 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,269 Shares 1,385 Est. Cost $620.79 Unrealized +48.6%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,259 Shares 2,336 Est. Cost $489.51 Unrealized
SNA SNAP ON INC 0.6%
Value ($000) $1,245 Shares 3,667 Est. Cost $257.75 Unrealized +27.0%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,212 Shares 8,378 Est. Cost $143.82 Unrealized +4.0%
BKR BAKER HUGHES COMPANY 0.6%
Value ($000) $1,179 Shares 28,740 Est. Cost $32.48 Unrealized +21.3%
CB CHUBB LIMITED 0.6%
Value ($000) $1,152 Shares 4,170 Est. Cost $219.95 Unrealized +27.9%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $1,141 Shares 2,193 Est. Cost $488.13 Unrealized +12.2%
WELL WELLTOWER INC 0.6%
Value ($000) $1,140 Shares 9,048 Est. Cost $83.08 Unrealized +54.9%
SYK STRYKER CORPORATION 0.6%
Value ($000) $1,131 Shares 3,140 Est. Cost $297.99 Unrealized +22.9%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,094 Shares 15,266 Est. Cost $53.83 Unrealized +39.4%
INTU INTUIT 0.5%
Value ($000) $1,087 Shares 1,730 Est. Cost $549.75 Unrealized +15.4%
ABBV ABBVIE INC 0.5%
Value ($000) $1,086 Shares 6,114 Est. Cost $136.03 Unrealized +30.4%
IFV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,075 Shares 56,095 Est. Cost $19.49 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,068 Shares 5,640 Est. Cost $133.70 Unrealized +30.3%
SMDV PROSHARES TR 0.5%
Value ($000) $1,048 Shares 15,481 Est. Cost $65.41 Unrealized
WEC WEC ENERGY GROUP INC 0.5%
Value ($000) $1,026 Shares 10,914 Est. Cost $76.27 Unrealized +22.4%
DWAS INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,025 Shares 11,228 Est. Cost $84.57 Unrealized
NDAQ NASDAQ INC 0.5%
Value ($000) $1,020 Shares 13,198 Est. Cost $51.21 Unrealized +48.9%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.5%
Value ($000) $1,013 Shares 41,070 Est. Cost $24.70 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $999 Shares 3,367 Est. Cost $194.11 Unrealized +46.1%
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $991 Shares 4,221 Est. Cost $200.12 Unrealized +24.2%
CGUS CAPITAL GROUP CORE EQUITY ET 0.5%
Value ($000) $982 Shares 28,080 Est. Cost $33.31 Unrealized
LNTH LANTHEUS HLDGS INC 0.5%
Value ($000) $974 Shares 10,886 Est. Cost $67.75 Unrealized +43.8%
MSI MOTOROLA SOLUTIONS INC 0.5%
Value ($000) $970 Shares 2,099 Est. Cost $337.94 Unrealized +38.6%
STE STERIS PLC 0.5%
Value ($000) $930 Shares 4,523 Est. Cost $207.61 Unrealized +4.7%
PIZ INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $911 Shares 25,090 Est. Cost $31.76 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $901 Shares 2,695 Est. Cost $246.89 Unrealized +28.3%
FV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $878 Shares 14,861 Est. Cost $53.67 Unrealized
GDX VANECK ETF TRUST 0.4%
Value ($000) $874 Shares 25,769 Est. Cost $31.41 Unrealized
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $872 Shares 2,364 Est. Cost $451.06 Unrealized -9.3%
MRK MERCK & CO INC 0.4%
Value ($000) $860 Shares 8,643 Est. Cost $97.76 Unrealized +1.0%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $849 Shares 14,412 Est. Cost $58.35 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $846 Shares 8,533 Est. Cost $104.48 Unrealized -2.1%
IEFA ISHARES TR 0.4%
Value ($000) $841 Shares 11,961 Est. Cost $72.83 Unrealized
EOG EOG RES INC 0.4%
Value ($000) $836 Shares 6,821 Est. Cost $115.67 Unrealized +6.6%
CGDG CAPITAL GROUP DIVIDEND GROWE 0.4%
Value ($000) $829 Shares 27,980 Est. Cost $29.31 Unrealized
V VISA INC 0.4%
Value ($000) $826 Shares 2,614 Est. Cost $246.92 Unrealized +20.8%
PEP PEPSICO INC 0.4%
Value ($000) $814 Shares 5,356 Est. Cost $154.05 Unrealized +1.6%
DHR DANAHER CORPORATION 0.4%
Value ($000) $811 Shares 3,532 Est. Cost $213.01 Unrealized +14.5%
GOOG ALPHABET INC 0.4%
Value ($000) $809 Shares 4,249 Est. Cost $135.60 Unrealized +29.5%
SO SOUTHERN CO 0.4%
Value ($000) $793 Shares 9,638 Est. Cost $63.75 Unrealized +32.6%
IEMG ISHARES INC 0.4%
Value ($000) $777 Shares 14,883 Est. Cost $52.46 Unrealized
ZTS ZOETIS INC 0.4%
Value ($000) $764 Shares 4,689 Est. Cost $175.41 Unrealized +0.5%
TMUS T-MOBILE US INC 0.4%
Value ($000) $757 Shares 3,429 Est. Cost $192.62 Unrealized +16.0%
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $754 Shares 17,269 Est. Cost $41.08 Unrealized
NDSN NORDSON CORP 0.4%
Value ($000) $751 Shares 3,587 Est. Cost $225.32 Unrealized +7.7%
FAST FASTENAL CO 0.4%
Value ($000) $746 Shares 10,377 Est. Cost $28.74 Unrealized +32.7%
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value ($000) $744 Shares 20,004 Est. Cost $34.26 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $736 Shares 11,817 Est. Cost $53.26 Unrealized +18.4%
RDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $723 Shares 12,233 Est. Cost $54.92 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $723 Shares 11,598 Est. Cost $75.48 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $722 Shares 3,287 Est. Cost $165.67 Unrealized +30.6%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $720 Shares 2,118 Est. Cost $264.93 Unrealized +39.5%
CTAS CINTAS CORP 0.4%
Value ($000) $719 Shares 3,933 Est. Cost $187.15 Unrealized +11.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $694 Shares 1,429 Est. Cost $417.35 Unrealized +26.3%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%
Value ($000) $690 Shares 19,570 Est. Cost $34.05 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $687 Shares 3,985 Est. Cost $102.08 Unrealized +65.3%
MPC MARATHON PETE CORP 0.3%
Value ($000) $679 Shares 4,868 Est. Cost $143.37 Unrealized +3.8%
ABT ABBOTT LABS 0.3%
Value ($000) $675 Shares 5,966 Est. Cost $97.60 Unrealized +16.1%
CGIE CAPITAL GROUP INTERNATIONAL 0.3%
Value ($000) $657 Shares 23,869 Est. Cost $29.08 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $655 Shares 1,243 Est. Cost $397.11 Unrealized +29.6%
AIRR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $648 Shares 8,416 Est. Cost $57.84 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $645 Shares 10,076 Est. Cost $63.09 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $645 Shares 836 Est. Cost $589.71 Unrealized +39.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $639 Shares 15,971 Est. Cost $31.23 Unrealized +26.2%
CASY CASEYS GEN STORES INC 0.3%
Value ($000) $632 Shares 1,595 Est. Cost $289.24 Unrealized +38.5%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $630 Shares 6,830 Est. Cost $71.72 Unrealized +29.8%
TJX TJX COS INC NEW 0.3%
Value ($000) $624 Shares 5,161 Est. Cost $94.00 Unrealized +25.2%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $619 Shares 2,351 Est. Cost $238.50 Unrealized +18.2%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $617 Shares 8,884 Est. Cost $61.84 Unrealized +12.1%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $616 Shares 3,147 Est. Cost $185.37 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $596 Shares 1,197 Est. Cost $390.77 Unrealized +28.7%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $591 Shares 1,132 Est. Cost $311.08 Unrealized +67.4%
PIE INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $562 Shares 29,220 Est. Cost $19.69 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $558 Shares 1,680 Est. Cost $293.50 Unrealized +18.3%
HON HONEYWELL INTL INC 0.3%
Value ($000) $556 Shares 2,462 Est. Cost $172.61 Unrealized +17.9%
FXU FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $554 Shares 14,653 Est. Cost $31.99 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $553 Shares 15,122 Est. Cost $32.78 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $551 Shares 2,085 Est. Cost $263.91 Unrealized
DE DEERE & CO 0.3%
Value ($000) $543 Shares 1,282 Est. Cost $365.58 Unrealized +13.2%
MTUM ISHARES TR 0.3%
Value ($000) $541 Shares 2,615 Est. Cost $203.92 Unrealized
PWR QUANTA SVCS INC 0.3%
Value ($000) $534 Shares 1,690 Est. Cost $199.96 Unrealized +60.7%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $531 Shares 2,203 Est. Cost $182.74 Unrealized +34.0%
FISV FISERV INC 0.3%
Value ($000) $530 Shares 2,582 Est. Cost $127.12 Unrealized +60.6%
GWW GRAINGER W W INC 0.3%
Value ($000) $528 Shares 501 Est. Cost $797.79 Unrealized +39.9%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $527 Shares 8,831 Est. Cost $64.31 Unrealized -1.1%
NOW SERVICENOW INC 0.3%
Value ($000) $524 Shares 494 Est. Cost $138.57 Unrealized +46.2%
CPRT COPART INC 0.2%
Value ($000) $507 Shares 8,828 Est. Cost $47.28 Unrealized +20.5%
META META PLATFORMS INC 0.2%
Value ($000) $494 Shares 844 Est. Cost $398.16 Unrealized +46.9%
IJR ISHARES TR 0.2%
Value ($000) $493 Shares 4,276 Est. Cost $116.44 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $488 Shares 4,417 Est. Cost $54.05 Unrealized +71.1%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $479 Shares 2,706 Est. Cost $104.30 Unrealized +58.5%
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $474 Shares 5,924 Est. Cost $81.64 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $468 Shares 1,637 Est. Cost $270.11 Unrealized +2.2%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $461 Shares 4,277 Est. Cost $83.95 Unrealized +29.6%
GIS GENERAL MLS INC 0.2%
Value ($000) $449 Shares 7,043 Est. Cost $59.53 Unrealized +7.6%
SPYV SPDR SER TR 0.2%
Value ($000) $448 Shares 8,752 Est. Cost $46.71 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $446 Shares 3,693 Est. Cost $118.37 Unrealized +21.6%
IJT ISHARES TR 0.2%
Value ($000) $445 Shares 3,287 Est. Cost $125.14 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $444 Shares 28,824 Est. Cost $7.79 Unrealized +66.8%
SDVD FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $444 Shares 20,626 Est. Cost $21.94 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $443 Shares 4,388 Est. Cost $93.57 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $441 Shares 2,424 Est. Cost $160.65 Unrealized +17.6%
CME CME GROUP INC 0.2%
Value ($000) $438 Shares 1,888 Est. Cost $207.31 Unrealized +6.0%
MPLX MPLX LP 0.2%
Value ($000) $436 Shares 9,119 Est. Cost $36.72 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $428 Shares 13,078 Est. Cost $42.47 Unrealized -14.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $417 Shares 7,040 Est. Cost $47.94 Unrealized +15.5%
O REALTY INCOME CORP 0.2%
Value ($000) $416 Shares 7,780 Est. Cost $47.07 Unrealized +15.8%
UNP UNION PAC CORP 0.2%
Value ($000) $414 Shares 1,815 Est. Cost $211.00 Unrealized +9.1%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $410 Shares 18,713 Est. Cost $16.06 Unrealized +20.6%
TSLA TESLA INC 0.2%
Value ($000) $408 Shares 1,011 Est. Cost $321.74 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $404 Shares 635 Est. Cost $511.39 Unrealized +28.1%
PAYX PAYCHEX INC 0.2%
Value ($000) $391 Shares 2,785 Est. Cost $111.08 Unrealized +23.6%
MDYV SPDR SER TR 0.2%
Value ($000) $388 Shares 4,841 Est. Cost $75.06 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $387 Shares 3,080 Est. Cost $74.81 Unrealized +59.7%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $373 Shares 2,843 Est. Cost $111.21 Unrealized +17.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $370 Shares 2,089 Est. Cost $124.93 Unrealized +37.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $365 Shares 1,439 Est. Cost $231.28 Unrealized +11.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $365 Shares 1,258 Est. Cost $258.04 Unrealized +17.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $365 Shares 3,274 Est. Cost $86.20 Unrealized +20.1%
SHOP SHOPIFY INC 0.2%
Value ($000) $352 Shares 3,313 Est. Cost $65.39 Unrealized +48.7%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $351 Shares 12,803 Est. Cost $15.34 Unrealized +62.2%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $350 Shares 4,679 Est. Cost $64.86 Unrealized
JBL JABIL INC 0.2%
Value ($000) $350 Shares 2,431 Est. Cost $126.75 Unrealized +3.3%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $346 Shares 4,541 Est. Cost $62.29 Unrealized +22.2%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $339 Shares 3,258 Est. Cost $103.64 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $336 Shares 983 Est. Cost $294.03 Unrealized +13.1%
ALAB ASTERA LABS INC 0.2%
Value ($000) $331 Shares 2,500 Est. Cost $93.85 Unrealized 0.0%
IJK ISHARES TR 0.2%
Value ($000) $329 Shares 3,619 Est. Cost $79.22 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $328 Shares 5,441 Est. Cost $60.83 Unrealized -0.9%
KLAC KLA CORP 0.2%
Value ($000) $326 Shares 517 Est. Cost $510.90 Unrealized +31.0%
SMH VANECK ETF TRUST 0.2%
Value ($000) $325 Shares 1,342 Est. Cost $174.87 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $323 Shares 632 Est. Cost $425.14 Unrealized
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $319 Shares 554 Est. Cost $399.79 Unrealized +51.1%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $319 Shares 4,067 Est. Cost $64.09 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $313 Shares 4,449 Est. Cost $41.35 Unrealized +58.1%
IWM ISHARES TR 0.2%
Value ($000) $312 Shares 1,414 Est. Cost $200.71 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $311 Shares 2,587 Est. Cost $83.79 Unrealized +43.9%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $310 Shares 1,293 Est. Cost $144.81 Unrealized +60.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $302 Shares 1,879 Est. Cost $135.82 Unrealized +18.7%
XEL XCEL ENERGY INC 0.1%
Value ($000) $301 Shares 4,465 Est. Cost $55.47 Unrealized +16.1%
FEM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $291 Shares 13,231 Est. Cost $22.41 Unrealized
GGG GRACO INC 0.1%
Value ($000) $291 Shares 3,452 Est. Cost $76.54 Unrealized +11.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $280 Shares 3,130 Est. Cost $73.90 Unrealized +19.1%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $279 Shares 252 Est. Cost $272.35 Unrealized +49.1%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $278 Shares 14,180 Est. Cost $13.80 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $276 Shares 1,785 Est. Cost $140.81 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $275 Shares 2,216 Est. Cost $88.09 Unrealized +35.1%
T AT&T INC 0.1%
Value ($000) $274 Shares 12,039 Est. Cost $14.21 Unrealized +51.3%
NFLX NETFLIX INC 0.1%
Value ($000) $274 Shares 307 Est. Cost $62.46 Unrealized +31.8%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $273 Shares 3,693 Est. Cost $73.39 Unrealized -4.6%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $260 Shares 1,518 Est. Cost $136.03 Unrealized +32.8%
SJM SMUCKER J M CO 0.1%
Value ($000) $260 Shares 2,364 Est. Cost $106.87 Unrealized +2.9%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.1%
Value ($000) $260 Shares 2,000 Est. Cost $101.96 Unrealized +23.4%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $258 Shares 4,496 Est. Cost $52.02 Unrealized +13.1%
WMB WILLIAMS COS INC 0.1%
Value ($000) $257 Shares 4,750 Est. Cost $37.71 Unrealized +37.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $253 Shares 5,191 Est. Cost $48.32 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $248 Shares 2,402 Est. Cost $78.75 Unrealized +35.1%
FDX FEDEX CORP 0.1%
Value ($000) $245 Shares 872 Est. Cost $242.32 Unrealized +12.1%
TRGP TARGA RES CORP 0.1%
Value ($000) $243 Shares 1,362 Est. Cost $136.82 Unrealized +28.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $242 Shares 499 Est. Cost $522.72 Unrealized 0.0%
PXI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $239 Shares 5,393 Est. Cost $44.36 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $236 Shares 1,536 Est. Cost $153.76 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $234 Shares 394 Est. Cost $543.94 Unrealized 0.0%
SF STIFEL FINL CORP 0.1%
Value ($000) $233 Shares 2,195 Est. Cost $59.27 Unrealized +77.2%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $233 Shares 1,327 Est. Cost $148.87 Unrealized +18.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $224 Shares 1,054 Est. Cost $217.77 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $223 Shares 1,135 Est. Cost $205.32 Unrealized +2.7%
BA BOEING CO 0.1%
Value ($000) $219 Shares 1,240 Est. Cost $213.87 Unrealized -26.6%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $218 Shares 792 Est. Cost $276.10 Unrealized 0.0%
USMV ISHARES TR 0.1%
Value ($000) $214 Shares 2,414 Est. Cost $91.31 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $214 Shares 4,467 Est. Cost $41.12 Unrealized +13.4%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $210 Shares 1,948 Est. Cost $103.26 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $207 Shares 1,816 Est. Cost $111.04 Unrealized +9.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $206 Shares 439 Est. Cost $478.00 Unrealized +3.1%
SYY SYSCO CORP 0.1%
Value ($000) $205 Shares 2,678 Est. Cost $74.59 Unrealized -0.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $201 Shares 1,641 Est. Cost $120.89 Unrealized +6.8%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $153 Shares 11,742 Est. Cost $13.30 Unrealized
LAND GLADSTONE LD CORP 0.1%
Value ($000) $152 Shares 14,000 Est. Cost $13.69 Unrealized
SHIP SEANERGY MARITIME HLDGS CORP 0.0%
Value ($000) $97 Shares 14,000 Est. Cost $6.95 Unrealized
CATX PERSPECTIVE THERAPEUTICS INC 0.0%
Value ($000) $71 Shares 22,236 Est. Cost $11.91 Unrealized -31.5%