WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $7,778,080 (100.0% shares, 0.0% debt)

Holdings (379)

NVDA NVIDIA CORPORATION 6.9%
Value ($000) $535,536 Shares 3,987,908 Est. Cost $92.06 Unrealized +49.7%
AAPL APPLE INC 5.7%
Value ($000) $440,283 Shares 1,758,178 Est. Cost $85.37 Unrealized +174.7%
MSFT MICROSOFT CORP 4.9%
Value ($000) $381,729 Shares 905,642 Est. Cost $38.03 Unrealized +1010.5%
ORLY OREILLY AUTOMOTIVE INC 3.1%
Value ($000) $237,596 Shares 200,368 Est. Cost $7.50 Unrealized +974.7%
V VISA INC 3.0%
Value ($000) $235,371 Shares 744,750 Est. Cost $62.94 Unrealized +374.0%
GOOG ALPHABET INC 2.9%
Value ($000) $228,996 Shares 1,202,457 Est. Cost $107.69 Unrealized +63.1%
SYK STRYKER CORPORATION 2.4%
Value ($000) $186,226 Shares 517,223 Est. Cost $60.64 Unrealized +504.1%
FISV FISERV INC 2.3%
Value ($000) $179,694 Shares 874,761 Est. Cost $55.24 Unrealized +269.5%
HD HOME DEPOT INC 2.2%
Value ($000) $167,517 Shares 430,645 Est. Cost $61.54 Unrealized +545.6%
JPM JPMORGAN CHASE & CO. 2.2%
Value ($000) $167,426 Shares 698,451 Est. Cost $50.58 Unrealized +350.8%
DHR DANAHER CORPORATION 2.0%
Value ($000) $157,208 Shares 684,853 Est. Cost $29.77 Unrealized +719.3%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $153,714 Shares 167,760 Est. Cost $182.23 Unrealized +406.3%
RTX RTX CORPORATION 1.7%
Value ($000) $135,551 Shares 1,171,367 Est. Cost $56.27 Unrealized +110.2%
ANSYS INC 1.7%
Value ($000) $133,505 Shares 395,770 Est. Cost $94.54 Unrealized
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $133,161 Shares 794,281 Est. Cost $55.73 Unrealized +197.4%
AMZN AMAZON COM INC 1.5%
Value ($000) $114,405 Shares 521,467 Est. Cost $132.02 Unrealized +55.0%
LLY ELI LILLY & CO 1.5%
Value ($000) $113,469 Shares 146,980 Est. Cost $169.04 Unrealized +385.8%
CB CHUBB LIMITED 1.4%
Value ($000) $112,141 Shares 405,865 Est. Cost $126.37 Unrealized +122.7%
ECL ECOLAB INC 1.4%
Value ($000) $109,821 Shares 468,681 Est. Cost $98.51 Unrealized +149.2%
ROP ROPER TECHNOLOGIES INC 1.3%
Value ($000) $104,139 Shares 200,325 Est. Cost $209.61 Unrealized +159.7%
WSO WATSCO INC 1.3%
Value ($000) $101,546 Shares 214,281 Est. Cost $183.89 Unrealized +175.4%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $100,165 Shares 692,606 Est. Cost $70.01 Unrealized +113.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.3%
Value ($000) $97,881 Shares 171,847 Est. Cost $369.67 Unrealized
AMP AMERIPRISE FINL INC 1.2%
Value ($000) $95,837 Shares 179,999 Est. Cost $97.48 Unrealized +440.0%
TJX TJX COS INC NEW 1.2%
Value ($000) $95,124 Shares 787,381 Est. Cost $41.39 Unrealized +184.4%
MCD MCDONALDS CORP 1.2%
Value ($000) $90,592 Shares 312,504 Est. Cost $81.55 Unrealized +255.9%
PEP PEPSICO INC 1.1%
Value ($000) $85,679 Shares 563,452 Est. Cost $57.48 Unrealized +172.3%
AJG GALLAGHER ARTHUR J & CO 1.1%
Value ($000) $85,195 Shares 300,141 Est. Cost $102.46 Unrealized +181.1%
GOOGL ALPHABET INC 1.1%
Value ($000) $83,293 Shares 440,006 Est. Cost $106.93 Unrealized +62.9%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $79,647 Shares 197,781 Est. Cost $121.82 Unrealized +280.5%
MTD METTLER TOLEDO INTERNATIONAL 1.0%
Value ($000) $75,023 Shares 61,309 Est. Cost $281.31 Unrealized +363.8%
RMD RESMED INC 1.0%
Value ($000) $74,958 Shares 327,770 Est. Cost $65.04 Unrealized +266.6%
ABT ABBOTT LABS 0.9%
Value ($000) $71,960 Shares 636,194 Est. Cost $54.36 Unrealized +108.5%
IRM IRON MTN INC DEL 0.9%
Value ($000) $71,450 Shares 679,762 Est. Cost $22.00 Unrealized +412.7%
KMX CARMAX INC 0.9%
Value ($000) $71,159 Shares 870,343 Est. Cost $46.33 Unrealized +69.5%
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $71,006 Shares 242,564 Est. Cost $79.71 Unrealized +261.2%
IDXX IDEXX LABS INC 0.9%
Value ($000) $70,003 Shares 169,319 Est. Cost $79.32 Unrealized +453.0%
META META PLATFORMS INC 0.8%
Value ($000) $66,091 Shares 112,877 Est. Cost $154.27 Unrealized +279.0%
ABBV ABBVIE INC 0.8%
Value ($000) $64,603 Shares 363,548 Est. Cost $80.38 Unrealized +120.7%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $59,798 Shares 412,855 Est. Cost $84.63 Unrealized +71.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $56,401 Shares 124,428 Est. Cost $178.42 Unrealized +158.8%
PAYX PAYCHEX INC 0.7%
Value ($000) $53,933 Shares 384,634 Est. Cost $25.02 Unrealized +448.9%
ADBE ADOBE INC 0.7%
Value ($000) $51,988 Shares 116,912 Est. Cost $377.75 Unrealized +31.1%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $47,357 Shares 91,031 Est. Cost $297.36 Unrealized +84.1%
CHD CHURCH & DWIGHT CO INC 0.6%
Value ($000) $47,044 Shares 449,275 Est. Cost $42.85 Unrealized +142.8%
WMT WALMART INC 0.6%
Value ($000) $46,309 Shares 512,547 Est. Cost $46.67 Unrealized +83.9%
BAC BANK AMERICA CORP 0.6%
Value ($000) $44,854 Shares 1,020,575 Est. Cost $21.72 Unrealized +97.2%
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $43,795 Shares 915,824 Est. Cost $43.04 Unrealized
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $43,127 Shares 1,149,128 Est. Cost $32.43 Unrealized +23.3%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $42,718 Shares 121,429 Est. Cost $256.82 Unrealized +38.1%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $42,455 Shares 8,545 Est. Cost $1928.82 Unrealized +147.0%
LIN LINDE PLC 0.5%
Value ($000) $41,908 Shares 100,099 Est. Cost $333.31 Unrealized +34.6%
XYL XYLEM INC 0.5%
Value ($000) $40,031 Shares 345,032 Est. Cost $119.01 Unrealized +4.8%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $39,487 Shares 550,794 Est. Cost $65.03 Unrealized +15.4%
AOS SMITH A O CORP 0.5%
Value ($000) $38,785 Shares 568,613 Est. Cost $55.77 Unrealized +32.8%
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $38,371 Shares 1,076,331 Est. Cost $23.76 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.5%
Value ($000) $38,203 Shares 203,784 Est. Cost $122.84 Unrealized +64.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $37,814 Shares 638,752 Est. Cost $27.66 Unrealized +100.2%
AFL AFLAC INC 0.5%
Value ($000) $36,781 Shares 355,576 Est. Cost $36.80 Unrealized +189.2%
MRK MERCK & CO INC 0.5%
Value ($000) $35,861 Shares 360,482 Est. Cost $30.22 Unrealized +226.6%
CTAS CINTAS CORP 0.5%
Value ($000) $35,266 Shares 193,029 Est. Cost $151.55 Unrealized +37.5%
CSL CARLISLE COS INC 0.4%
Value ($000) $34,394 Shares 93,248 Est. Cost $201.73 Unrealized +112.8%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $33,720 Shares 313,469 Est. Cost $54.59 Unrealized +105.8%
AVGO BROADCOM INC 0.4%
Value ($000) $32,799 Shares 141,473 Est. Cost $159.44 Unrealized +14.7%
DOV DOVER CORP 0.4%
Value ($000) $30,267 Shares 161,338 Est. Cost $44.38 Unrealized +335.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $29,316 Shares 733,070 Est. Cost $34.04 Unrealized +15.7%
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $29,282 Shares 633,271 Est. Cost $47.20 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $29,048 Shares 138,138 Est. Cost $194.67 Unrealized +20.5%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $27,226 Shares 46,454 Est. Cost $383.74 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $26,673 Shares 89,872 Est. Cost $79.73 Unrealized +255.7%
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $25,730 Shares 484,922 Est. Cost $48.76 Unrealized +13.7%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $25,704 Shares 277,550 Est. Cost $47.48 Unrealized +107.1%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $24,467 Shares 284,370 Est. Cost $54.20 Unrealized +75.0%
NOW SERVICENOW INC 0.3%
Value ($000) $23,592 Shares 22,254 Est. Cost $168.83 Unrealized +20.0%
MCO MOODYS CORP 0.3%
Value ($000) $22,844 Shares 48,259 Est. Cost $233.76 Unrealized +102.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $22,339 Shares 145,416 Est. Cost $51.13 Unrealized +212.0%
PFF ISHARES TR 0.3%
Value ($000) $20,550 Shares 653,626 Est. Cost $37.15 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $18,980 Shares 113,900 Est. Cost $37.81 Unrealized +365.1%
KO COCA COLA CO 0.2%
Value ($000) $18,653 Shares 299,604 Est. Cost $31.15 Unrealized +102.5%
GSK GSK PLC 0.2%
Value ($000) $17,581 Shares 519,835 Est. Cost $35.14 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $17,302 Shares 233,715 Est. Cost $59.51 Unrealized +17.6%
EQIX EQUINIX INC 0.2%
Value ($000) $16,972 Shares 18,000 Est. Cost $709.39 Unrealized +26.5%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $16,767 Shares 75,870 Est. Cost $195.73 Unrealized +18.2%
CMI CUMMINS INC 0.2%
Value ($000) $16,011 Shares 45,930 Est. Cost $138.03 Unrealized +148.8%
BALL BALL CORP 0.2%
Value ($000) $15,667 Shares 284,178 Est. Cost $62.46 Unrealized -3.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $15,426 Shares 124,474 Est. Cost $40.98 Unrealized +190.4%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $14,151 Shares 62,373 Est. Cost $109.27 Unrealized +106.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $13,517 Shares 61,486 Est. Cost $118.40 Unrealized +82.7%
MZTI LANCASTER COLONY CORP 0.2%
Value ($000) $13,396 Shares 77,372 Est. Cost $98.74 Unrealized +85.4%
SHOP SHOPIFY INC 0.2%
Value ($000) $13,244 Shares 124,551 Est. Cost $62.75 Unrealized +55.0%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $13,082 Shares 146,466 Est. Cost $13.03 Unrealized +575.7%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $11,682 Shares 105,462 Est. Cost $31.69 Unrealized +270.5%
CGNX COGNEX CORP 0.1%
Value ($000) $11,664 Shares 325,265 Est. Cost $35.46 Unrealized +9.4%
PFE PFIZER INC 0.1%
Value ($000) $11,294 Shares 425,718 Est. Cost $16.46 Unrealized +52.6%
IVV ISHARES TR 0.1%
Value ($000) $10,909 Shares 18,532 Est. Cost $466.03 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $10,584 Shares 36,493 Est. Cost $114.98 Unrealized +164.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $10,414 Shares 114,121 Est. Cost $64.33 Unrealized +46.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $10,083 Shares 147,716 Est. Cost $17.60 Unrealized +322.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $9,755 Shares 28,696 Est. Cost $194.71 Unrealized +89.8%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $9,356 Shares 39,045 Est. Cost $22.99 Unrealized +909.1%
RPM RPM INTL INC 0.1%
Value ($000) $8,400 Shares 68,258 Est. Cost $65.11 Unrealized +102.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $7,832 Shares 21,589 Est. Cost $67.72 Unrealized +463.7%
GDX VANECK ETF TRUST 0.1%
Value ($000) $7,830 Shares 230,901 Est. Cost $33.05 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $7,758 Shares 46,516 Est. Cost $54.37 Unrealized +225.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $7,499 Shares 14,241 Est. Cost $209.15 Unrealized +146.1%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $7,157 Shares 57,493 Est. Cost $129.35 Unrealized +1.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $7,043 Shares 55,849 Est. Cost $67.67 Unrealized +80.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $6,729 Shares 62,455 Est. Cost $46.02 Unrealized +136.4%
AMGN AMGEN INC 0.1%
Value ($000) $6,679 Shares 25,625 Est. Cost $126.58 Unrealized +126.0%
IWM ISHARES TR 0.1%
Value ($000) $6,664 Shares 30,161 Est. Cost $181.05 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $6,586 Shares 61,641 Est. Cost $114.57 Unrealized
MMM 3M CO 0.1%
Value ($000) $6,523 Shares 50,531 Est. Cost $61.85 Unrealized +107.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $6,414 Shares 34,354 Est. Cost $113.75 Unrealized +65.6%
SYY SYSCO CORP 0.1%
Value ($000) $6,390 Shares 83,573 Est. Cost $26.36 Unrealized +180.5%
IJR ISHARES TR 0.1%
Value ($000) $6,165 Shares 53,510 Est. Cost $104.96 Unrealized
HLN HALEON PLC 0.1%
Value ($000) $6,150 Shares 644,681 Est. Cost $8.00 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $6,138 Shares 63,073 Est. Cost $76.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $5,980 Shares 105,731 Est. Cost $36.04 Unrealized +45.9%
FTV FORTIVE CORP 0.1%
Value ($000) $5,876 Shares 78,344 Est. Cost $32.64 Unrealized +74.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $5,787 Shares 27,240 Est. Cost $76.52 Unrealized +183.3%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $5,755 Shares 100,245 Est. Cost $48.64 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $5,747 Shares 22,666 Est. Cost $116.30 Unrealized +121.3%
MDB MONGODB INC 0.1%
Value ($000) $5,661 Shares 24,318 Est. Cost $370.73 Unrealized -23.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $5,317 Shares 28,358 Est. Cost $42.48 Unrealized +354.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $5,225 Shares 81,930 Est. Cost $37.22 Unrealized +72.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $5,215 Shares 18,935 Est. Cost $190.36 Unrealized +45.0%
INTC INTEL CORP 0.1%
Value ($000) $5,208 Shares 259,727 Est. Cost $18.31 Unrealized +23.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $5,061 Shares 9,696 Est. Cost $281.47 Unrealized +85.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $4,773 Shares 9,337 Est. Cost $252.81 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $4,648 Shares 51,125 Est. Cost $51.85 Unrealized +79.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $4,577 Shares 41,103 Est. Cost $82.53 Unrealized +25.4%
IAU ISHARES GOLD TR 0.1%
Value ($000) $4,402 Shares 88,908 Est. Cost $34.31 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $4,276 Shares 18,749 Est. Cost $91.88 Unrealized +150.6%
IWO ISHARES TR 0.1%
Value ($000) $4,204 Shares 14,606 Est. Cost $210.52 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $4,192 Shares 67,275 Est. Cost $90.10 Unrealized
CHEF CHEFS WHSE INC 0.1%
Value ($000) $4,186 Shares 84,865 Est. Cost $29.12 Unrealized +49.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $4,164 Shares 52,126 Est. Cost $77.11 Unrealized +8.7%
OEF ISHARES TR 0.1%
Value ($000) $4,154 Shares 14,381 Est. Cost $161.63 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $4,095 Shares 41,725 Est. Cost $47.84 Unrealized +90.7%
ICLR ICON PLC 0.1%
Value ($000) $4,048 Shares 19,305 Est. Cost $116.78 Unrealized +100.0%
IGSB ISHARES TR 0.1%
Value ($000) $3,938 Shares 76,164 Est. Cost $65.66 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $3,924 Shares 7,283 Est. Cost $434.21 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $3,804 Shares 11,564 Est. Cost $160.28 Unrealized +94.6%
LOW LOWES COS INC 0.0%
Value ($000) $3,623 Shares 14,680 Est. Cost $59.93 Unrealized +336.4%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $3,566 Shares 66,974 Est. Cost $43.60 Unrealized +28.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3,563 Shares 7,333 Est. Cost $259.44 Unrealized +103.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $3,409 Shares 18,736 Est. Cost $129.71 Unrealized +45.6%
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $3,275 Shares 175,151 Est. Cost $20.19 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3,257 Shares 46,363 Est. Cost $29.43 Unrealized +126.5%
ROL ROLLINS INC 0.0%
Value ($000) $3,211 Shares 69,282 Est. Cost $39.36 Unrealized +22.7%
CRM SALESFORCE INC 0.0%
Value ($000) $3,141 Shares 9,395 Est. Cost $186.77 Unrealized +69.6%
TIP ISHARES TR 0.0%
Value ($000) $3,136 Shares 29,430 Est. Cost $119.43 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $3,099 Shares 12,899 Est. Cost $193.39 Unrealized
T AT&T INC 0.0%
Value ($000) $3,092 Shares 135,792 Est. Cost $15.62 Unrealized +37.7%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $2,973 Shares 50,264 Est. Cost $28.06 Unrealized +108.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2,963 Shares 24,169 Est. Cost $68.23 Unrealized +89.3%
EOG EOG RES INC 0.0%
Value ($000) $2,935 Shares 23,943 Est. Cost $88.97 Unrealized +38.6%
SDY SPDR SER TR 0.0%
Value ($000) $2,893 Shares 21,900 Est. Cost $101.14 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $2,775 Shares 8,471 Est. Cost $350.09 Unrealized -10.4%
INTU INTUIT 0.0%
Value ($000) $2,774 Shares 4,414 Est. Cost $208.06 Unrealized +205.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,705 Shares 27,274 Est. Cost $53.80 Unrealized +90.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $2,692 Shares 5,322 Est. Cost $296.87 Unrealized +86.2%
IWB ISHARES TR 0.0%
Value ($000) $2,691 Shares 8,354 Est. Cost $155.06 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2,655 Shares 20,263 Est. Cost $91.55 Unrealized +42.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $2,636 Shares 15,569 Est. Cost $140.85 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2,631 Shares 21,861 Est. Cost $62.84 Unrealized +91.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $2,630 Shares 9,524 Est. Cost $198.52 Unrealized +56.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,569 Shares 58,335 Est. Cost $43.35 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,555 Shares 93,510 Est. Cost $39.88 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2,536 Shares 9,601 Est. Cost $215.61 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,503 Shares 27,094 Est. Cost $39.92 Unrealized +118.0%
DE DEERE & CO 0.0%
Value ($000) $2,477 Shares 5,845 Est. Cost $178.46 Unrealized +132.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $2,380 Shares 30,806 Est. Cost $81.60 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $2,363 Shares 32,857 Est. Cost $24.78 Unrealized +54.0%
EFA ISHARES TR 0.0%
Value ($000) $2,360 Shares 31,215 Est. Cost $66.96 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,352 Shares 10,410 Est. Cost $113.12 Unrealized +80.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,273 Shares 107,869 Est. Cost $20.78 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,249 Shares 37,632 Est. Cost $59.83 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $2,238 Shares 12,982 Est. Cost $78.06 Unrealized +116.2%
CPRT COPART INC 0.0%
Value ($000) $2,120 Shares 36,941 Est. Cost $31.05 Unrealized +83.4%
HUBB HUBBELL INC 0.0%
Value ($000) $2,106 Shares 5,027 Est. Cost $104.85 Unrealized +319.3%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $2,080 Shares 205,784 Est. Cost $11.84 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $2,005 Shares 19,683 Est. Cost $73.75 Unrealized +43.7%
IWR ISHARES TR 0.0%
Value ($000) $2,000 Shares 22,622 Est. Cost $66.97 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1,996 Shares 4,943 Est. Cost $245.92 Unrealized +30.8%
BLK BLACKROCK INC 0.0%
Value ($000) $1,881 Shares 1,835 Est. Cost $991.05 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $1,869 Shares 25,748 Est. Cost $32.96 Unrealized +137.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,830 Shares 8,616 Est. Cost $81.26 Unrealized +168.0%
IWF ISHARES TR 0.0%
Value ($000) $1,826 Shares 4,548 Est. Cost $222.23 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,822 Shares 21,176 Est. Cost $82.07 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,804 Shares 40,179 Est. Cost $53.61 Unrealized +0.1%
IT GARTNER INC 0.0%
Value ($000) $1,800 Shares 3,715 Est. Cost $59.25 Unrealized +770.1%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,790 Shares 17,638 Est. Cost $61.43 Unrealized +74.0%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $1,742 Shares 37,420 Est. Cost $27.26 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,713 Shares 12,278 Est. Cost $42.09 Unrealized +253.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,704 Shares 9,292 Est. Cost $164.00 Unrealized +20.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,699 Shares 8,812 Est. Cost $86.38 Unrealized +119.2%
USMV ISHARES TR 0.0%
Value ($000) $1,697 Shares 19,116 Est. Cost $59.73 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,649 Shares 2,593 Est. Cost $209.39 Unrealized +212.9%
VEEV VEEVA SYS INC 0.0%
Value ($000) $1,569 Shares 7,462 Est. Cost $199.13 Unrealized +10.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $1,563 Shares 6,912 Est. Cost $61.74 Unrealized +256.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,511 Shares 3,219 Est. Cost $86.94 Unrealized +467.0%
DVY ISHARES TR 0.0%
Value ($000) $1,412 Shares 10,751 Est. Cost $85.29 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,404 Shares 23,499 Est. Cost $48.40 Unrealized +31.4%
WAT WATERS CORP 0.0%
Value ($000) $1,387 Shares 3,739 Est. Cost $111.44 Unrealized +228.2%
USB US BANCORP DEL 0.0%
Value ($000) $1,316 Shares 27,508 Est. Cost $24.46 Unrealized +90.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,315 Shares 6,821 Est. Cost $65.87 Unrealized +188.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,308 Shares 6,480 Est. Cost $71.61 Unrealized +194.8%
NBN NORTHEAST BK PORTLAND ME 0.0%
Value ($000) $1,284 Shares 14,000 Est. Cost $21.29 Unrealized +332.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,272 Shares 23,877 Est. Cost $47.31 Unrealized +9.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,249 Shares 7,004 Est. Cost $68.06 Unrealized +150.8%
NKE NIKE INC 0.0%
Value ($000) $1,247 Shares 16,478 Est. Cost $88.52 Unrealized -13.6%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,200 Shares 10,484 Est. Cost $115.06 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $1,184 Shares 3,567 Est. Cost $195.64 Unrealized +77.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1,180 Shares 7,256 Est. Cost $58.78 Unrealized +204.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,175 Shares 22,462 Est. Cost $33.98 Unrealized +43.7%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,165 Shares 26,845 Est. Cost $35.40 Unrealized +19.6%
AGG ISHARES TR 0.0%
Value ($000) $1,149 Shares 11,858 Est. Cost $100.91 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,145 Shares 5,630 Est. Cost $72.30 Unrealized +187.3%
WAB WABTEC 0.0%
Value ($000) $1,125 Shares 5,933 Est. Cost $103.33 Unrealized +86.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,122 Shares 4,260 Est. Cost $160.31 Unrealized +75.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,113 Shares 10,540 Est. Cost $71.09 Unrealized +49.1%
TGT TARGET CORP 0.0%
Value ($000) $1,105 Shares 8,176 Est. Cost $81.19 Unrealized +68.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,102 Shares 11,718 Est. Cost $38.09 Unrealized +145.1%
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $1,101 Shares 50,000 Est. Cost $25.56 Unrealized
BP BP PLC 0.0%
Value ($000) $1,032 Shares 34,919 Est. Cost $36.77 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $1,030 Shares 14,659 Est. Cost $70.72 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,011 Shares 5,460 Est. Cost $146.94 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $952 Shares 5,550 Est. Cost $55.00 Unrealized +228.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $944 Shares 11,170 Est. Cost $67.77 Unrealized +25.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $940 Shares 29,988 Est. Cost $34.13 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $930 Shares 6,289 Est. Cost $53.34 Unrealized +173.4%
IVW ISHARES TR 0.0%
Value ($000) $925 Shares 9,110 Est. Cost $85.84 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $901 Shares 11,818 Est. Cost $26.81 Unrealized +26.2%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $890 Shares 12,373 Est. Cost $72.25 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $861 Shares 58,966 Est. Cost $17.12 Unrealized
JILL J JILL INC 0.0%
Value ($000) $824 Shares 29,825 Est. Cost $13.46 Unrealized +87.1%
UNILEVER PLC 0.0%
Value ($000) $818 Shares 14,422 Est. Cost $56.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $812 Shares 1,418 Est. Cost $229.71 Unrealized +137.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $808 Shares 34,001 Est. Cost $15.54 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $803 Shares 12,200 Est. Cost $33.08 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $796 Shares 4,698 Est. Cost $90.61 Unrealized +90.8%
MS MORGAN STANLEY 0.0%
Value ($000) $783 Shares 6,229 Est. Cost $69.08 Unrealized +73.0%
PSX PHILLIPS 66 0.0%
Value ($000) $773 Shares 6,786 Est. Cost $59.13 Unrealized +106.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $768 Shares 3,303 Est. Cost $123.59 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $766 Shares 8,423 Est. Cost $88.82 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $760 Shares 10,944 Est. Cost $49.65 Unrealized +39.7%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $754 Shares 10,091 Est. Cost $82.74 Unrealized
CSX CSX CORP 0.0%
Value ($000) $743 Shares 23,024 Est. Cost $26.90 Unrealized +25.2%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $739 Shares 4,214 Est. Cost $88.76 Unrealized +98.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $734 Shares 3,032 Est. Cost $180.42 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $705 Shares 9,022 Est. Cost $71.08 Unrealized +19.4%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $698 Shares 9,157 Est. Cost $75.90 Unrealized +0.3%
CTVA CORTEVA INC 0.0%
Value ($000) $696 Shares 12,221 Est. Cost $39.17 Unrealized +49.2%
EEM ISHARES TR 0.0%
Value ($000) $681 Shares 16,295 Est. Cost $41.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $681 Shares 1 Est. Cost $485492.47 Unrealized +42.6%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $675 Shares 3,650 Est. Cost $136.54 Unrealized +36.6%
WDAY WORKDAY INC 0.0%
Value ($000) $646 Shares 2,503 Est. Cost $93.10 Unrealized +174.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $632 Shares 2,625 Est. Cost $98.73 Unrealized +148.0%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $626 Shares 6,975 Est. Cost $89.20 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $612 Shares 3,726 Est. Cost $129.09 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $608 Shares 2,397 Est. Cost $251.84 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $587 Shares 2,024 Est. Cost $255.62 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $578 Shares 1,002 Est. Cost $272.43 Unrealized +121.8%
DOW DOW INC 0.0%
Value ($000) $575 Shares 14,321 Est. Cost $41.02 Unrealized +4.7%
STE STERIS PLC 0.0%
Value ($000) $573 Shares 2,786 Est. Cost $189.61 Unrealized +14.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $572 Shares 1,149 Est. Cost $199.17 Unrealized +152.6%
FLOT ISHARES TR 0.0%
Value ($000) $571 Shares 11,225 Est. Cost $50.70 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $561 Shares 2,937 Est. Cost $129.77 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $558 Shares 6,778 Est. Cost $38.66 Unrealized +118.6%
MORN MORNINGSTAR INC 0.0%
Value ($000) $542 Shares 1,609 Est. Cost $135.86 Unrealized +151.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $537 Shares 4,598 Est. Cost $81.06 Unrealized +48.2%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $527 Shares 4,814 Est. Cost $61.09 Unrealized +86.1%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $525 Shares 1,280 Est. Cost $331.04 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $520 Shares 24,345 Est. Cost $21.04 Unrealized +3.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $507 Shares 481 Est. Cost $294.81 Unrealized +278.6%
NTAP NETAPP INC 0.0%
Value ($000) $504 Shares 4,344 Est. Cost $46.56 Unrealized +155.9%
PPG PPG INDS INC 0.0%
Value ($000) $500 Shares 4,189 Est. Cost $93.62 Unrealized +29.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $498 Shares 707 Est. Cost $318.25 Unrealized +152.9%
SHEL SHELL PLC 0.0%
Value ($000) $491 Shares 7,836 Est. Cost $53.31 Unrealized
HPQ HP INC 0.0%
Value ($000) $486 Shares 14,900 Est. Cost $27.31 Unrealized +25.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $481 Shares 4,555 Est. Cost $101.05 Unrealized +9.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $474 Shares 11,170 Est. Cost $24.81 Unrealized +58.0%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $469 Shares 2,493 Est. Cost $82.23 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $468 Shares 30,205 Est. Cost $15.95 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $452 Shares 3,440 Est. Cost $155.81 Unrealized -13.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $448 Shares 7,803 Est. Cost $57.30 Unrealized +2.7%
WEX WEX INC 0.0%
Value ($000) $443 Shares 2,525 Est. Cost $150.30 Unrealized +24.8%
MET METLIFE INC 0.0%
Value ($000) $439 Shares 5,365 Est. Cost $32.77 Unrealized +146.1%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $432 Shares 4,656 Est. Cost $40.41 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $429 Shares 5,021 Est. Cost $188.65 Unrealized -55.5%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $427 Shares 686 Est. Cost $586.52 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $426 Shares 19,971 Est. Cost $15.64 Unrealized +30.7%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $423 Shares 1,236 Est. Cost $305.08 Unrealized +9.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $420 Shares 10,958 Est. Cost $51.24 Unrealized -20.9%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $419 Shares 20,814 Est. Cost $12.65 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $415 Shares 4,131 Est. Cost $56.02 Unrealized +72.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $413 Shares 4,475 Est. Cost $72.89 Unrealized +27.7%
DCI DONALDSON INC 0.0%
Value ($000) $402 Shares 5,965 Est. Cost $49.40 Unrealized +46.2%
DEO DIAGEO PLC 0.0%
Value ($000) $401 Shares 3,155 Est. Cost $142.77 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $399 Shares 2,678 Est. Cost $118.99 Unrealized +31.3%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $393 Shares 2,001 Est. Cost $230.52 Unrealized -8.5%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $388 Shares 911 Est. Cost $307.00 Unrealized
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $388 Shares 1,525 Est. Cost $119.65 Unrealized +118.2%
MTB M & T BK CORP 0.0%
Value ($000) $384 Shares 2,044 Est. Cost $108.22 Unrealized +77.6%
BLD TOPBUILD CORP 0.0%
Value ($000) $380 Shares 1,219 Est. Cost $196.88 Unrealized +86.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $376 Shares 1,918 Est. Cost $148.56 Unrealized
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $375 Shares 6,541 Est. Cost $42.49 Unrealized +41.3%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $374 Shares 1,630 Est. Cost $201.32 Unrealized +12.5%
HESS CORP 0.0%
Value ($000) $352 Shares 2,650 Est. Cost $107.88 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $352 Shares 8,000 Est. Cost $28.65 Unrealized +50.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $346 Shares 1,996 Est. Cost $90.80 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $340 Shares 3,436 Est. Cost $90.37 Unrealized +16.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $337 Shares 4,557 Est. Cost $65.44 Unrealized +12.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $336 Shares 1,504 Est. Cost $140.32 Unrealized +76.6%
HUBS HUBSPOT INC 0.0%
Value ($000) $335 Shares 481 Est. Cost $208.21 Unrealized +208.8%
BA BOEING CO 0.0%
Value ($000) $330 Shares 1,866 Est. Cost $151.58 Unrealized +3.5%
SPSM SPDR SER TR 0.0%
Value ($000) $328 Shares 7,298 Est. Cost $38.99 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $322 Shares 8,854 Est. Cost $45.46 Unrealized -14.6%
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $321 Shares 26,500 Est. Cost $14.72 Unrealized
F FORD MTR CO 0.0%
Value ($000) $318 Shares 32,159 Est. Cost $10.30 Unrealized -4.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $313 Shares 1,334 Est. Cost $210.52 Unrealized +18.0%
EBAY EBAY INC. 0.0%
Value ($000) $310 Shares 5,006 Est. Cost $47.22 Unrealized +32.1%
SPYM SPDR SER TR 0.0%
Value ($000) $309 Shares 4,475 Est. Cost $67.59 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $305 Shares 1,414 Est. Cost $297.89 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $299 Shares 2,734 Est. Cost $75.38 Unrealized +44.8%
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $295 Shares 30,000 Est. Cost $10.02 Unrealized -14.5%
AON AON PLC 0.0%
Value ($000) $293 Shares 815 Est. Cost $287.55 Unrealized +27.0%
NFLX NETFLIX INC 0.0%
Value ($000) $292 Shares 328 Est. Cost $67.72 Unrealized +21.5%
IEF ISHARES TR 0.0%
Value ($000) $292 Shares 3,162 Est. Cost $98.12 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $291 Shares 2,600 Est. Cost $83.00 Unrealized +38.2%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $285 Shares 8,600 Est. Cost $23.20 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $284 Shares 626 Est. Cost $377.55 Unrealized +25.1%
GNTX GENTEX CORP 0.0%
Value ($000) $282 Shares 9,800 Est. Cost $30.36 Unrealized -1.4%
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $281 Shares 24,776 Est. Cost $23.13 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $279 Shares 2,107 Est. Cost $173.42 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $272 Shares 67,720 Est. Cost $4.02 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $271 Shares 1,118 Est. Cost $224.99 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $269 Shares 3,351 Est. Cost $107.20 Unrealized -17.9%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $269 Shares 1,337 Est. Cost $157.73 Unrealized +29.5%
GL GLOBE LIFE INC 0.0%
Value ($000) $265 Shares 2,375 Est. Cost $94.86 Unrealized +12.8%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $264 Shares 2,178 Est. Cost $108.70 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $262 Shares 3,587 Est. Cost $54.30 Unrealized +27.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $261 Shares 1,956 Est. Cost $330.68 Unrealized -56.9%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $260 Shares 2,419 Est. Cost $71.05 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $259 Shares 6,950 Est. Cost $34.10 Unrealized +30.9%
LNN LINDSAY CORP 0.0%
Value ($000) $248 Shares 2,100 Est. Cost $145.90 Unrealized -16.2%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $244 Shares 2,380 Est. Cost $57.27 Unrealized +72.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $241 Shares 1,796 Est. Cost $135.18 Unrealized +0.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $241 Shares 843 Est. Cost $276.08 Unrealized 0.0%
ESGU ISHARES TR 0.0%
Value ($000) $240 Shares 1,861 Est. Cost $128.82 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $238 Shares 884 Est. Cost $269.70 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $238 Shares 1,840 Est. Cost $125.90 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $237 Shares 3,936 Est. Cost $47.06 Unrealized +51.7%
VNT VONTIER CORPORATION 0.0%
Value ($000) $237 Shares 6,502 Est. Cost $24.17 Unrealized +52.7%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $236 Shares 3,573 Est. Cost $60.70 Unrealized +15.3%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $233 Shares 1,329 Est. Cost $164.23 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $230 Shares 4,715 Est. Cost $61.95 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $228 Shares 362 Est. Cost $412.89 Unrealized +62.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $226 Shares 2,487 Est. Cost $97.77 Unrealized +0.4%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $225 Shares 7,290 Est. Cost $30.26 Unrealized +7.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $224 Shares 177 Est. Cost $1229.53 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $224 Shares 606 Est. Cost $343.57 Unrealized +14.5%
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $222 Shares 125,628 Est. Cost $1.77 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $220 Shares 2,880 Est. Cost $74.34 Unrealized +12.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $220 Shares 1,858 Est. Cost $116.71 Unrealized 0.0%
CBZ CBIZ INC 0.0%
Value ($000) $217 Shares 2,647 Est. Cost $74.77 Unrealized 0.0%
SRRK SCHOLAR ROCK HLDG CORP 0.0%
Value ($000) $216 Shares 5,000 Est. Cost $32.56 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $214 Shares 3,970 Est. Cost $51.16 Unrealized +5.6%
IWS ISHARES TR 0.0%
Value ($000) $211 Shares 1,631 Est. Cost $129.34 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $208 Shares 2,800 Est. Cost $84.11 Unrealized -10.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $207 Shares 7,600 Est. Cost $32.98 Unrealized -14.2%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $206 Shares 399 Est. Cost $563.61 Unrealized 0.0%
EFG ISHARES TR 0.0%
Value ($000) $206 Shares 2,127 Est. Cost $96.83 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $204 Shares 678 Est. Cost $290.70 Unrealized 0.0%
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $201 Shares 3,540 Est. Cost $53.36 Unrealized 0.0%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $140 Shares 11,018 Est. Cost $37.85 Unrealized
AMCOR PLC 0.0%
Value ($000) $108 Shares 11,500 Est. Cost $10.22 Unrealized -1.2%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $94 Shares 11,500 Est. Cost $9.48 Unrealized