Kesler, Norman & Wride, LLC Diversified Active

CIK: 0001840455 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $463,286 (100.0% shares, 0.0% debt)

Holdings (214)

AAPL APPLE INC 3.8%
Value ($000) $17,790 Shares 71,041 Est. Cost $132.08 Unrealized +77.6%
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $17,076 Shares 29,132 Est. Cost $423.88 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $14,885 Shares 35,311 Est. Cost $213.38 Unrealized +97.9%
COST COSTCO WHSL CORP NEW 2.2%
Value ($000) $10,074 Shares 10,993 Est. Cost $351.78 Unrealized +162.3%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $9,719 Shares 19,210 Est. Cost $358.50 Unrealized +54.2%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $8,607 Shares 64,089 Est. Cost $98.68 Unrealized +39.6%
BLK BLACKROCK INC 1.8%
Value ($000) $8,516 Shares 8,306 Est. Cost $991.05 Unrealized 0.0%
LOW LOWES COS INC 1.8%
Value ($000) $8,358 Shares 33,865 Est. Cost $150.76 Unrealized +73.5%
AVGO BROADCOM INC 1.7%
Value ($000) $7,930 Shares 34,203 Est. Cost $154.69 Unrealized +18.2%
COR CENCORA INC 1.7%
Value ($000) $7,803 Shares 34,727 Est. Cost $99.44 Unrealized +134.4%
ICE INTERCONTINENTAL EXCHANGE IN 1.7%
Value ($000) $7,683 Shares 51,555 Est. Cost $107.04 Unrealized +46.0%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $7,528 Shares 52,051 Est. Cost $135.31 Unrealized +10.6%
ADI ANALOG DEVICES INC 1.6%
Value ($000) $7,464 Shares 35,129 Est. Cost $133.15 Unrealized +62.8%
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $7,406 Shares 21,049 Est. Cost $230.26 Unrealized +54.1%
CB CHUBB LIMITED 1.5%
Value ($000) $7,163 Shares 25,923 Est. Cost $149.22 Unrealized +88.6%
GD GENERAL DYNAMICS CORP 1.5%
Value ($000) $7,123 Shares 27,034 Est. Cost $171.21 Unrealized +64.7%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $6,719 Shares 40,077 Est. Cost $127.89 Unrealized +29.6%
FLOT ISHARES TR 1.4%
Value ($000) $6,715 Shares 131,983 Est. Cost $50.54 Unrealized
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $6,592 Shares 12,519 Est. Cost $349.70 Unrealized +47.2%
VGT VANGUARD WORLD FD 1.4%
Value ($000) $6,568 Shares 10,562 Est. Cost $362.18 Unrealized
TXN TEXAS INSTRS INC 1.4%
Value ($000) $6,336 Shares 33,788 Est. Cost $139.11 Unrealized +38.8%
CSCO CISCO SYS INC 1.3%
Value ($000) $6,114 Shares 103,271 Est. Cost $37.57 Unrealized +47.4%
AMGN AMGEN INC 1.3%
Value ($000) $6,090 Shares 23,366 Est. Cost $215.84 Unrealized +32.5%
ABT ABBOTT LABS 1.3%
Value ($000) $6,050 Shares 53,485 Est. Cost $100.98 Unrealized +12.2%
PH PARKER-HANNIFIN CORP 1.3%
Value ($000) $6,023 Shares 9,468 Est. Cost $500.47 Unrealized +30.9%
UNP UNION PAC CORP 1.3%
Value ($000) $5,975 Shares 26,201 Est. Cost $192.85 Unrealized +19.4%
LHX L3HARRIS TECHNOLOGIES INC 1.3%
Value ($000) $5,972 Shares 28,397 Est. Cost $182.99 Unrealized +28.2%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $5,919 Shares 12,181 Est. Cost $351.70 Unrealized +49.9%
JKHY HENRY JACK & ASSOC INC 1.2%
Value ($000) $5,717 Shares 32,612 Est. Cost $156.58 Unrealized +12.4%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $5,672 Shares 19,555 Est. Cost $247.60 Unrealized +22.8%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $5,478 Shares 76,406 Est. Cost $60.31 Unrealized +24.4%
EMR EMERSON ELEC CO 1.1%
Value ($000) $5,242 Shares 42,302 Est. Cost $83.27 Unrealized +42.9%
META META PLATFORMS INC 1.0%
Value ($000) $4,765 Shares 8,133 Est. Cost $448.84 Unrealized +30.3%
GOOGL ALPHABET INC 1.0%
Value ($000) $4,744 Shares 25,061 Est. Cost $142.92 Unrealized +21.8%
PSX PHILLIPS 66 1.0%
Value ($000) $4,724 Shares 41,468 Est. Cost $82.64 Unrealized +47.7%
IBDS ISHARES TR 1.0%
Value ($000) $4,629 Shares 193,213 Est. Cost $24.80 Unrealized
IWLG NEW YORK LIFE INVTS ACTIVE E 1.0%
Value ($000) $4,558 Shares 96,472 Est. Cost $47.24 Unrealized
MDT MEDTRONIC PLC 1.0%
Value ($000) $4,540 Shares 56,831 Est. Cost $87.90 Unrealized -4.6%
V VISA INC 1.0%
Value ($000) $4,456 Shares 14,099 Est. Cost $271.29 Unrealized +10.0%
AMZN AMAZON COM INC 0.9%
Value ($000) $4,398 Shares 20,047 Est. Cost $162.48 Unrealized +25.9%
SYLD CAMBRIA ETF TR 0.9%
Value ($000) $4,255 Shares 62,144 Est. Cost $62.71 Unrealized
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $3,798 Shares 30,119 Est. Cost $142.29 Unrealized -14.0%
LLY ELI LILLY & CO 0.8%
Value ($000) $3,685 Shares 4,774 Est. Cost $728.92 Unrealized +12.7%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $3,400 Shares 14,184 Est. Cost $180.94 Unrealized +26.0%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,313 Shares 30,795 Est. Cost $102.02 Unrealized +10.1%
SYK STRYKER CORPORATION 0.7%
Value ($000) $3,131 Shares 8,691 Est. Cost $217.13 Unrealized +68.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,954 Shares 6,516 Est. Cost $401.71 Unrealized +14.9%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $2,859 Shares 5,739 Est. Cost $333.40 Unrealized +50.9%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,697 Shares 5,276 Est. Cost $313.90 Unrealized
FYLD CAMBRIA ETF TR 0.5%
Value ($000) $2,539 Shares 100,710 Est. Cost $24.52 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $2,514 Shares 2,816 Est. Cost $69.09 Unrealized +19.1%
AFL AFLAC INC 0.5%
Value ($000) $2,483 Shares 24,003 Est. Cost $47.05 Unrealized +126.2%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $2,277 Shares 7,779 Est. Cost $181.74 Unrealized +58.4%
WMT WALMART INC 0.5%
Value ($000) $2,220 Shares 24,568 Est. Cost $52.27 Unrealized +64.2%
HON HONEYWELL INTL INC 0.5%
Value ($000) $2,125 Shares 9,408 Est. Cost $165.08 Unrealized +23.3%
CBSH COMMERCE BANCSHARES INC 0.5%
Value ($000) $2,113 Shares 33,906 Est. Cost $48.78 Unrealized +21.0%
PEP PEPSICO INC 0.5%
Value ($000) $2,098 Shares 13,793 Est. Cost $125.02 Unrealized +25.2%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,992 Shares 7,855 Est. Cost $187.15 Unrealized +37.5%
DDIV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,918 Shares 50,788 Est. Cost $37.77 Unrealized
LIN LINDE PLC 0.4%
Value ($000) $1,896 Shares 4,526 Est. Cost $327.25 Unrealized +37.1%
BRO BROWN & BROWN INC 0.4%
Value ($000) $1,831 Shares 17,951 Est. Cost $49.44 Unrealized +114.5%
GWW GRAINGER W W INC 0.4%
Value ($000) $1,831 Shares 1,736 Est. Cost $431.62 Unrealized +158.6%
ANET ARISTA NETWORKS INC 0.4%
Value ($000) $1,818 Shares 16,452 Est. Cost $102.84 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $1,782 Shares 4,577 Est. Cost $260.68 Unrealized +52.4%
IBDT ISHARES TR 0.4%
Value ($000) $1,670 Shares 67,064 Est. Cost $26.78 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,647 Shares 13,637 Est. Cost $161.64 Unrealized -11.0%
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $1,534 Shares 3,194 Est. Cost $337.69 Unrealized +38.9%
ECL ECOLAB INC 0.3%
Value ($000) $1,523 Shares 6,499 Est. Cost $196.66 Unrealized +24.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $1,505 Shares 6,654 Est. Cost $134.36 Unrealized +63.6%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,494 Shares 10,654 Est. Cost $88.62 Unrealized +55.0%
IBDU ISHARES TR 0.3%
Value ($000) $1,489 Shares 65,316 Est. Cost $24.72 Unrealized
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,484 Shares 14,172 Est. Cost $79.27 Unrealized +31.2%
QQXT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,476 Shares 15,852 Est. Cost $74.66 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,434 Shares 14,051 Est. Cost $71.92 Unrealized
EYLD CAMBRIA ETF TR 0.3%
Value ($000) $1,429 Shares 45,623 Est. Cost $29.71 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,424 Shares 15,658 Est. Cost $71.74 Unrealized +29.7%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,414 Shares 4,157 Est. Cost $239.22 Unrealized +54.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,411 Shares 23,630 Est. Cost $50.94 Unrealized +24.9%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,409 Shares 12,460 Est. Cost $106.13 Unrealized +2.7%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $1,354 Shares 10,875 Est. Cost $139.57 Unrealized -5.9%
FRT FEDERAL RLTY INVT TR NEW 0.3%
Value ($000) $1,344 Shares 12,005 Est. Cost $93.29 Unrealized +14.7%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,299 Shares 18,705 Est. Cost $67.24 Unrealized +3.1%
FTNT FORTINET INC 0.3%
Value ($000) $1,292 Shares 13,674 Est. Cost $84.10 Unrealized +5.8%
MYLD CAMBRIA ETF TR 0.3%
Value ($000) $1,285 Shares 49,463 Est. Cost $26.17 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,284 Shares 3,180 Est. Cost $212.92 Unrealized +51.1%
TTD THE TRADE DESK INC 0.3%
Value ($000) $1,252 Shares 10,650 Est. Cost $103.68 Unrealized +19.3%
GOOG ALPHABET INC 0.3%
Value ($000) $1,222 Shares 6,417 Est. Cost $147.59 Unrealized +19.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,209 Shares 20,227 Est. Cost $59.77 Unrealized
O REALTY INCOME CORP 0.3%
Value ($000) $1,187 Shares 22,217 Est. Cost $49.14 Unrealized +10.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,162 Shares 5,285 Est. Cost $152.89 Unrealized +41.5%
NOW SERVICENOW INC 0.2%
Value ($000) $1,157 Shares 1,092 Est. Cost $164.86 Unrealized +22.9%
IYF ISHARES TR 0.2%
Value ($000) $1,120 Shares 10,129 Est. Cost $98.39 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,097 Shares 9,483 Est. Cost $83.94 Unrealized +40.9%
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,077 Shares 4,446 Est. Cost $186.81 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,064 Shares 7,272 Est. Cost $138.35 Unrealized +10.6%
NYT NEW YORK TIMES CO 0.2%
Value ($000) $1,040 Shares 19,987 Est. Cost $53.13 Unrealized +1.2%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,035 Shares 13,691 Est. Cost $58.25 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $1,011 Shares 24,652 Est. Cost $39.41 Unrealized 0.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $1,003 Shares 9,430 Est. Cost $48.26 Unrealized +101.5%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $988 Shares 11,057 Est. Cost $78.83 Unrealized +11.7%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $985 Shares 11,449 Est. Cost $89.93 Unrealized +5.5%
GDDY GODADDY INC 0.2%
Value ($000) $983 Shares 4,978 Est. Cost $160.49 Unrealized +13.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $960 Shares 5,273 Est. Cost $178.61 Unrealized +5.8%
FXL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $931 Shares 6,270 Est. Cost $111.79 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $925 Shares 10,133 Est. Cost $87.55 Unrealized +7.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $904 Shares 3,119 Est. Cost $213.88 Unrealized +35.7%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $894 Shares 16,840 Est. Cost $53.20 Unrealized +4.2%
ORCL ORACLE CORP 0.2%
Value ($000) $886 Shares 5,313 Est. Cost $153.95 Unrealized +14.2%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $885 Shares 3,695 Est. Cost $214.34 Unrealized +8.2%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $874 Shares 3,594 Est. Cost $218.35 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $852 Shares 4,526 Est. Cost $147.91 Unrealized
HESM HESS MIDSTREAM LP 0.2%
Value ($000) $848 Shares 22,906 Est. Cost $32.37 Unrealized +0.0%
BOXX EA SERIES TRUST 0.2%
Value ($000) $848 Shares 7,687 Est. Cost $108.05 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $844 Shares 11,073 Est. Cost $78.18 Unrealized -2.7%
USFD US FOODS HLDG CORP 0.2%
Value ($000) $836 Shares 12,395 Est. Cost $65.62 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $828 Shares 1,446 Est. Cost $475.08 Unrealized +14.7%
IYW ISHARES TR 0.2%
Value ($000) $828 Shares 5,188 Est. Cost $103.48 Unrealized
CMS CMS ENERGY CORP 0.2%
Value ($000) $827 Shares 12,407 Est. Cost $53.33 Unrealized +24.7%
MS MORGAN STANLEY 0.2%
Value ($000) $818 Shares 6,507 Est. Cost $65.58 Unrealized +82.2%
PAGP PLAINS GP HLDGS L P 0.2%
Value ($000) $814 Shares 44,260 Est. Cost $18.46 Unrealized
IGM ISHARES TR 0.2%
Value ($000) $813 Shares 7,959 Est. Cost $137.01 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $812 Shares 4,443 Est. Cost $163.06 Unrealized +27.8%
KTB KONTOOR BRANDS INC 0.2%
Value ($000) $796 Shares 9,316 Est. Cost $74.34 Unrealized +15.3%
ZTS ZOETIS INC 0.2%
Value ($000) $791 Shares 4,854 Est. Cost $167.80 Unrealized +5.1%
SANM SANMINA CORPORATION 0.2%
Value ($000) $779 Shares 10,288 Est. Cost $70.81 Unrealized +5.3%
CVLT COMMVAULT SYS INC 0.2%
Value ($000) $776 Shares 5,143 Est. Cost $145.37 Unrealized +10.7%
BDC BELDEN INC 0.2%
Value ($000) $773 Shares 6,857 Est. Cost $94.70 Unrealized +25.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $772 Shares 36,183 Est. Cost $19.24 Unrealized +6.3%
CRVL CORVEL CORP 0.2%
Value ($000) $769 Shares 6,904 Est. Cost $108.93 Unrealized +2.8%
IGV ISHARES TR 0.2%
Value ($000) $765 Shares 7,639 Est. Cost $115.77 Unrealized
IYJ ISHARES TR 0.2%
Value ($000) $763 Shares 5,712 Est. Cost $106.90 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $761 Shares 1,643 Est. Cost $425.62 Unrealized +10.1%
MANH MANHATTAN ASSOCIATES INC 0.2%
Value ($000) $755 Shares 2,792 Est. Cost $262.40 Unrealized +8.6%
ACIW ACI WORLDWIDE INC 0.2%
Value ($000) $753 Shares 14,505 Est. Cost $48.51 Unrealized +9.6%
PIPR PIPER SANDLER COMPANIES 0.2%
Value ($000) $753 Shares 2,509 Est. Cost $278.56 Unrealized +11.7%
ABBV ABBVIE INC 0.2%
Value ($000) $746 Shares 4,195 Est. Cost $177.41 Unrealized 0.0%
SNX TD SYNNEX CORPORATION 0.2%
Value ($000) $746 Shares 6,355 Est. Cost $117.73 Unrealized 0.0%
BMI BADGER METER INC 0.2%
Value ($000) $739 Shares 3,482 Est. Cost $203.37 Unrealized +6.2%
FXZ FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $738 Shares 12,985 Est. Cost $54.17 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $738 Shares 19,653 Est. Cost $41.62 Unrealized -3.9%
TXRH TEXAS ROADHOUSE INC 0.2%
Value ($000) $735 Shares 4,071 Est. Cost $170.83 Unrealized +8.2%
DVA DAVITA INC 0.2%
Value ($000) $729 Shares 4,874 Est. Cost $150.34 Unrealized +4.3%
NTAP NETAPP INC 0.2%
Value ($000) $708 Shares 6,097 Est. Cost $113.60 Unrealized +4.9%
MTX MINERALS TECHNOLOGIES INC 0.2%
Value ($000) $705 Shares 9,254 Est. Cost $76.84 Unrealized +1.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $702 Shares 9,129 Est. Cost $76.85 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $699 Shares 411 Est. Cost $1882.53 Unrealized +3.4%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $688 Shares 42,121 Est. Cost $15.97 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $686 Shares 9,455 Est. Cost $78.41 Unrealized 0.0%
HPQ HP INC 0.1%
Value ($000) $685 Shares 20,990 Est. Cost $33.57 Unrealized +1.9%
BOX BOX INC 0.1%
Value ($000) $681 Shares 21,536 Est. Cost $32.80 Unrealized 0.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $674 Shares 6,192 Est. Cost $118.92 Unrealized +8.1%
DSI ISHARES TR 0.1%
Value ($000) $672 Shares 6,098 Est. Cost $71.52 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value ($000) $666 Shares 23,023 Est. Cost $26.46 Unrealized +6.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $651 Shares 6,921 Est. Cost $81.28 Unrealized +14.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $637 Shares 3,964 Est. Cost $161.18 Unrealized 0.0%
BLKB BLACKBAUD INC 0.1%
Value ($000) $627 Shares 8,480 Est. Cost $81.81 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $625 Shares 989 Est. Cost $746.62 Unrealized -10.4%
TPH TRI POINTE HOMES INC 0.1%
Value ($000) $620 Shares 17,088 Est. Cost $42.32 Unrealized -1.5%
KBH KB HOME 0.1%
Value ($000) $608 Shares 9,248 Est. Cost $77.64 Unrealized -2.0%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value ($000) $593 Shares 3,303 Est. Cost $202.68 Unrealized 0.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $592 Shares 5,603 Est. Cost $106.01 Unrealized +3.9%
SUSA ISHARES TR 0.1%
Value ($000) $567 Shares 4,662 Est. Cost $82.27 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $562 Shares 2,033 Est. Cost $334.60 Unrealized -6.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $558 Shares 1,069 Est. Cost $520.85 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $553 Shares 1,843 Est. Cost $346.27 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $542 Shares 8,985 Est. Cost $70.40 Unrealized +1.4%
FLEX FLEX LTD 0.1%
Value ($000) $517 Shares 13,462 Est. Cost $30.99 Unrealized +19.4%
CME CME GROUP INC 0.1%
Value ($000) $515 Shares 2,216 Est. Cost $219.66 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $508 Shares 1,485 Est. Cost $284.07 Unrealized +17.1%
MCO MOODYS CORP 0.1%
Value ($000) $492 Shares 1,038 Est. Cost $473.16 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $489 Shares 1,100 Est. Cost $505.09 Unrealized -2.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $483 Shares 1,307 Est. Cost $393.53 Unrealized 0.0%
LYLD CAMBRIA ETF TR 0.1%
Value ($000) $464 Shares 18,294 Est. Cost $26.20 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $458 Shares 9,827 Est. Cost $32.28 Unrealized +40.0%
SEM SELECT MED HLDGS CORP 0.1%
Value ($000) $457 Shares 24,233 Est. Cost $18.83 Unrealized +0.5%
IAI ISHARES TR 0.1%
Value ($000) $432 Shares 2,995 Est. Cost $128.56 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $427 Shares 5,490 Est. Cost $71.11 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $426 Shares 3,566 Est. Cost $121.28 Unrealized +0.2%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $424 Shares 7,839 Est. Cost $35.70 Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $410 Shares 2,870 Est. Cost $146.90 Unrealized -0.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $391 Shares 5,564 Est. Cost $23.53 Unrealized +183.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $390 Shares 9,743 Est. Cost $41.34 Unrealized -4.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $382 Shares 1,683 Est. Cost $220.91 Unrealized +1.9%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $382 Shares 4,186 Est. Cost $98.10 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $375 Shares 296 Est. Cost $1229.53 Unrealized 0.0%
ITA ISHARES TR 0.1%
Value ($000) $375 Shares 2,581 Est. Cost $149.64 Unrealized
REZ ISHARES TR 0.1%
Value ($000) $363 Shares 4,479 Est. Cost $81.02 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $363 Shares 2,453 Est. Cost $117.42 Unrealized +24.2%
CON CONCENTRA GROUP HOLDINGS PAR 0.1%
Value ($000) $353 Shares 17,868 Est. Cost $20.40 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $346 Shares 2,075 Est. Cost $170.46 Unrealized +3.9%
FFIV F5 INC 0.1%
Value ($000) $326 Shares 1,296 Est. Cost $239.08 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $322 Shares 2,311 Est. Cost $91.43 Unrealized +51.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $322 Shares 1,668 Est. Cost $106.49 Unrealized +77.8%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $316 Shares 443 Est. Cost $834.60 Unrealized 0.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $315 Shares 650 Est. Cost $522.72 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $308 Shares 31,397 Est. Cost $11.43 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $298 Shares 1,730 Est. Cost $133.67 Unrealized +26.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $284 Shares 1,964 Est. Cost $127.71 Unrealized +13.9%
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $280 Shares 14,381 Est. Cost $18.58 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $273 Shares 4,533 Est. Cost $55.35 Unrealized +8.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $272 Shares 3,231 Est. Cost $103.98 Unrealized -2.6%
VNT VONTIER CORPORATION 0.1%
Value ($000) $269 Shares 7,373 Est. Cost $36.90 Unrealized 0.0%
IBDV ISHARES TR 0.1%
Value ($000) $258 Shares 12,088 Est. Cost $21.58 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $254 Shares 2,308 Est. Cost $112.57 Unrealized -2.3%
IBDW ISHARES TR 0.1%
Value ($000) $242 Shares 11,908 Est. Cost $21.22 Unrealized
DE DEERE & CO 0.1%
Value ($000) $239 Shares 564 Est. Cost $238.62 Unrealized +73.5%
NKE NIKE INC 0.1%
Value ($000) $236 Shares 3,114 Est. Cost $112.04 Unrealized -31.7%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $230 Shares 1,312 Est. Cost $135.29 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $217 Shares 538 Est. Cost $480.37 Unrealized -3.5%
IGE ISHARES TR 0.0%
Value ($000) $215 Shares 5,041 Est. Cost $36.32 Unrealized
INTU INTUIT 0.0%
Value ($000) $205 Shares 326 Est. Cost $632.98 Unrealized +0.3%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $159 Shares 10,756 Est. Cost $23.26 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $64 Shares 11,266 Est. Cost $6.35 Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $8 Shares 10,027 Est. Cost $2.88 Unrealized -68.6%