Kesler, Norman & Wride, LLC Diversified Active

CIK: 0001840455 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 1, 2025

Total Value ($000): $525,487 (100.0% shares, 0.0% debt)

Holdings (209)

KR KROGER CO 4.5%
Value ($000) $23,591 Shares 348,521 Est. Cost $62.27 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 3.1%
Value ($000) $16,508 Shares 29,509 Est. Cost $425.61 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $15,905 Shares 71,599 Est. Cost $132.08 Unrealized +74.7%
MSFT MICROSOFT CORP 2.6%
Value ($000) $13,531 Shares 36,040 Est. Cost $217.26 Unrealized +86.5%
ISHARES TR 2.2%
Value ($000) $11,398 Shares 453,205 Est. Cost $25.15 Unrealized
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $10,561 Shares 20,160 Est. Cost $365.15 Unrealized +36.8%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $10,220 Shares 10,803 Est. Cost $351.78 Unrealized +175.9%
COR CENCORA INC 1.8%
Value ($000) $9,696 Shares 34,863 Est. Cost $99.44 Unrealized +151.0%
ICE INTERCONTINENTAL EXCHANGE IN 1.8%
Value ($000) $9,221 Shares 53,448 Est. Cost $108.99 Unrealized +48.7%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $9,191 Shares 55,415 Est. Cost $136.35 Unrealized +11.8%
BLK BLACKROCK INC 1.6%
Value ($000) $8,412 Shares 8,884 Est. Cost $989.15 Unrealized -2.8%
LOW LOWES COS INC 1.5%
Value ($000) $8,040 Shares 34,468 Est. Cost $152.35 Unrealized +58.9%
CB CHUBB LIMITED 1.5%
Value ($000) $8,005 Shares 26,507 Est. Cost $152.01 Unrealized +81.7%
FLOT ISHARES TR 1.5%
Value ($000) $7,730 Shares 151,426 Est. Cost $50.61 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $7,289 Shares 67,249 Est. Cost $99.99 Unrealized +26.7%
ADI ANALOG DEVICES INC 1.4%
Value ($000) $7,246 Shares 35,927 Est. Cost $134.93 Unrealized +57.8%
ABT ABBOTT LABS 1.4%
Value ($000) $7,217 Shares 54,399 Est. Cost $101.39 Unrealized +23.8%
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $7,176 Shares 26,327 Est. Cost $171.21 Unrealized +49.4%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $7,001 Shares 41,079 Est. Cost $128.77 Unrealized +27.3%
AMGN AMGEN INC 1.3%
Value ($000) $6,847 Shares 21,977 Est. Cost $215.84 Unrealized +33.1%
ACN ACCENTURE PLC IRELAND 1.3%
Value ($000) $6,739 Shares 21,597 Est. Cost $233.29 Unrealized +49.8%
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $6,669 Shares 12,166 Est. Cost $349.70 Unrealized +55.0%
IBDR ISHARES TR 1.3%
Value ($000) $6,626 Shares 273,692 Est. Cost $24.21 Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $6,378 Shares 26,996 Est. Cost $194.10 Unrealized +21.4%
CSCO CISCO SYS INC 1.2%
Value ($000) $6,358 Shares 103,038 Est. Cost $37.57 Unrealized +60.0%
TXN TEXAS INSTRS INC 1.2%
Value ($000) $6,267 Shares 34,870 Est. Cost $140.45 Unrealized +29.7%
LHX L3HARRIS TECHNOLOGIES INC 1.2%
Value ($000) $6,193 Shares 29,582 Est. Cost $183.91 Unrealized +12.0%
JKHY HENRY JACK & ASSOC INC 1.2%
Value ($000) $6,191 Shares 33,902 Est. Cost $157.18 Unrealized +9.7%
AVGO BROADCOM INC 1.1%
Value ($000) $5,977 Shares 35,695 Est. Cost $157.00 Unrealized +33.6%
PH PARKER-HANNIFIN CORP 1.1%
Value ($000) $5,940 Shares 9,768 Est. Cost $505.01 Unrealized +28.4%
TAX EA SERIES TRUST 1.1%
Value ($000) $5,900 Shares 256,881 Est. Cost $22.97 Unrealized
VGT VANGUARD WORLD FD 1.1%
Value ($000) $5,883 Shares 10,847 Est. Cost $366.91 Unrealized
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $5,769 Shares 19,560 Est. Cost $247.60 Unrealized +21.3%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $5,461 Shares 77,037 Est. Cost $60.31 Unrealized +13.8%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $5,287 Shares 11,836 Est. Cost $351.70 Unrealized +27.5%
MDT MEDTRONIC PLC 1.0%
Value ($000) $5,259 Shares 58,520 Est. Cost $87.88 Unrealized -0.5%
V VISA INC 1.0%
Value ($000) $5,063 Shares 14,447 Est. Cost $272.86 Unrealized +23.3%
PSX PHILLIPS 66 1.0%
Value ($000) $5,046 Shares 40,865 Est. Cost $82.64 Unrealized +44.3%
IBDS ISHARES TR 1.0%
Value ($000) $4,998 Shares 206,695 Est. Cost $24.76 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $4,804 Shares 8,336 Est. Cost $453.57 Unrealized +41.8%
EMR EMERSON ELEC CO 0.9%
Value ($000) $4,654 Shares 42,448 Est. Cost $83.27 Unrealized +42.7%
IWLG NEW YORK LIFE INVTS ACTIVE E 0.8%
Value ($000) $4,391 Shares 102,028 Est. Cost $47.01 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $4,341 Shares 5,257 Est. Cost $737.90 Unrealized +12.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $4,281 Shares 8,039 Est. Cost $417.71 Unrealized +16.4%
KEY KEYCORP 0.8%
Value ($000) $4,118 Shares 257,514 Est. Cost $16.25 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $4,117 Shares 16,782 Est. Cost $191.77 Unrealized +30.8%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,924 Shares 32,989 Est. Cost $102.36 Unrealized +4.7%
GOOGL ALPHABET INC 0.7%
Value ($000) $3,868 Shares 25,016 Est. Cost $142.92 Unrealized +26.4%
SYLD CAMBRIA ETF TR 0.7%
Value ($000) $3,741 Shares 58,640 Est. Cost $62.71 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $3,669 Shares 19,285 Est. Cost $162.48 Unrealized +33.6%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $3,294 Shares 6,480 Est. Cost $353.32 Unrealized +43.7%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $3,273 Shares 29,757 Est. Cost $142.29 Unrealized -20.8%
SYK STRYKER CORPORATION 0.6%
Value ($000) $3,217 Shares 8,638 Est. Cost $217.13 Unrealized +73.7%
IBDT ISHARES TR 0.6%
Value ($000) $3,128 Shares 123,837 Est. Cost $26.08 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $2,934 Shares 3,144 Est. Cost $71.80 Unrealized +32.4%
FYLD CAMBRIA ETF TR 0.5%
Value ($000) $2,646 Shares 98,249 Est. Cost $24.52 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,568 Shares 5,476 Est. Cost $319.57 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $2,336 Shares 7,648 Est. Cost $181.74 Unrealized +62.5%
BRO BROWN & BROWN INC 0.4%
Value ($000) $2,257 Shares 18,143 Est. Cost $50.09 Unrealized +121.8%
LIN LINDE PLC 0.4%
Value ($000) $2,172 Shares 4,659 Est. Cost $330.60 Unrealized +34.5%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $2,111 Shares 25,013 Est. Cost $71.63 Unrealized +22.6%
CBSH COMMERCE BANCSHARES INC 0.4%
Value ($000) $2,099 Shares 33,733 Est. Cost $48.78 Unrealized +22.8%
DDIV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $2,097 Shares 55,510 Est. Cost $37.77 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $2,078 Shares 13,858 Est. Cost $125.02 Unrealized +14.8%
AFL AFLAC INC 0.4%
Value ($000) $2,062 Shares 18,536 Est. Cost $47.05 Unrealized +121.2%
HON HONEYWELL INTL INC 0.4%
Value ($000) $2,007 Shares 9,474 Est. Cost $165.08 Unrealized +20.2%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,975 Shares 7,963 Est. Cost $188.01 Unrealized +33.3%
WMT WALMART INC 0.4%
Value ($000) $1,920 Shares 21,864 Est. Cost $52.27 Unrealized +77.8%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,713 Shares 26,118 Est. Cost $67.38 Unrealized +0.5%
HD HOME DEPOT INC 0.3%
Value ($000) $1,706 Shares 4,651 Est. Cost $262.59 Unrealized +45.0%
RTX RTX CORPORATION 0.3%
Value ($000) $1,705 Shares 12,871 Est. Cost $94.69 Unrealized +31.8%
GWW GRAINGER W W INC 0.3%
Value ($000) $1,698 Shares 1,717 Est. Cost $431.62 Unrealized +137.7%
ECL ECOLAB INC 0.3%
Value ($000) $1,684 Shares 6,642 Est. Cost $197.80 Unrealized +26.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $1,655 Shares 6,825 Est. Cost $136.81 Unrealized +69.5%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,637 Shares 10,603 Est. Cost $88.62 Unrealized +61.6%
EYLD CAMBRIA ETF TR 0.3%
Value ($000) $1,617 Shares 50,915 Est. Cost $29.92 Unrealized
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,594 Shares 14,476 Est. Cost $79.83 Unrealized +32.6%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $1,592 Shares 20,546 Est. Cost $102.55 Unrealized -1.1%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,583 Shares 15,411 Est. Cost $155.83 Unrealized -28.6%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,560 Shares 16,643 Est. Cost $72.69 Unrealized +20.8%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $1,553 Shares 10,520 Est. Cost $139.57 Unrealized -7.5%
O REALTY INCOME CORP 0.3%
Value ($000) $1,525 Shares 26,286 Est. Cost $49.68 Unrealized +5.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,520 Shares 6,110 Est. Cost $164.57 Unrealized +45.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,515 Shares 22,328 Est. Cost $50.94 Unrealized +17.3%
IBDU ISHARES TR 0.3%
Value ($000) $1,501 Shares 64,912 Est. Cost $24.72 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,498 Shares 4,291 Est. Cost $242.62 Unrealized +43.5%
QQXT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,464 Shares 15,606 Est. Cost $74.66 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,420 Shares 12,172 Est. Cost $93.66 Unrealized +34.4%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $1,385 Shares 9,580 Est. Cost $137.42 Unrealized -2.1%
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $1,361 Shares 2,993 Est. Cost $337.69 Unrealized +33.4%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,307 Shares 15,762 Est. Cost $87.39 Unrealized -7.7%
NYT NEW YORK TIMES CO 0.2%
Value ($000) $1,284 Shares 25,876 Est. Cost $52.34 Unrealized -5.2%
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value ($000) $1,246 Shares 12,733 Est. Cost $93.63 Unrealized +6.0%
MYLD CAMBRIA ETF TR 0.2%
Value ($000) $1,226 Shares 54,383 Est. Cost $25.84 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,216 Shares 13,233 Est. Cost $105.81 Unrealized -4.9%
IYF ISHARES TR 0.2%
Value ($000) $1,203 Shares 10,661 Est. Cost $99.11 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,197 Shares 20,005 Est. Cost $59.77 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,177 Shares 4,160 Est. Cost $217.80 Unrealized +12.6%
FTNT FORTINET INC 0.2%
Value ($000) $1,171 Shares 12,157 Est. Cost $84.10 Unrealized +20.6%
NOW SERVICENOW INC 0.2%
Value ($000) $1,146 Shares 1,440 Est. Cost $171.60 Unrealized +12.3%
HESM HESS MIDSTREAM LP 0.2%
Value ($000) $1,111 Shares 26,266 Est. Cost $33.01 Unrealized +13.3%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $1,096 Shares 10,867 Est. Cost $78.83 Unrealized +27.7%
ABBV ABBVIE INC 0.2%
Value ($000) $1,083 Shares 5,166 Est. Cost $179.66 Unrealized +5.4%
FTI TECHNIPFMC PLC 0.2%
Value ($000) $1,050 Shares 33,118 Est. Cost $27.48 Unrealized +8.5%
BOXX EA SERIES TRUST 0.2%
Value ($000) $1,035 Shares 9,284 Est. Cost $108.64 Unrealized
PAGP PLAINS GP HLDGS L P 0.2%
Value ($000) $1,031 Shares 48,264 Est. Cost $18.70 Unrealized
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $1,003 Shares 22,810 Est. Cost $39.41 Unrealized +11.1%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $980 Shares 17,780 Est. Cost $53.24 Unrealized +1.3%
GDDY GODADDY INC 0.2%
Value ($000) $958 Shares 5,314 Est. Cost $162.43 Unrealized +17.6%
CTAS CINTAS CORP 0.2%
Value ($000) $957 Shares 4,652 Est. Cost $164.62 Unrealized +20.1%
YELP YELP INC 0.2%
Value ($000) $956 Shares 25,806 Est. Cost $37.61 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $924 Shares 474 Est. Cost $1896.15 Unrealized +4.7%
SMH VANECK ETF TRUST 0.2%
Value ($000) $924 Shares 4,370 Est. Cost $186.81 Unrealized
ACIW ACI WORLDWIDE INC 0.2%
Value ($000) $922 Shares 16,845 Est. Cost $49.15 Unrealized +8.0%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $921 Shares 2,666 Est. Cost $337.96 Unrealized -5.5%
ZTS ZOETIS INC 0.2%
Value ($000) $912 Shares 5,530 Est. Cost $167.40 Unrealized -1.7%
CVLT COMMVAULT SYS INC 0.2%
Value ($000) $911 Shares 5,774 Est. Cost $147.46 Unrealized +11.6%
SHOP SHOPIFY INC 0.2%
Value ($000) $902 Shares 9,451 Est. Cost $48.26 Unrealized +125.8%
TJX TJX COS INC NEW 0.2%
Value ($000) $900 Shares 7,387 Est. Cost $120.10 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $899 Shares 9,160 Est. Cost $87.55 Unrealized +15.3%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $898 Shares 10,900 Est. Cost $78.18 Unrealized -2.3%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $891 Shares 2,643 Est. Cost $376.09 Unrealized -4.5%
CRVL CORVEL CORP 0.2%
Value ($000) $888 Shares 7,928 Est. Cost $109.28 Unrealized +2.2%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $884 Shares 2,507 Est. Cost $323.61 Unrealized +17.8%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $880 Shares 1,776 Est. Cost $533.66 Unrealized +3.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $880 Shares 2,816 Est. Cost $213.88 Unrealized +36.9%
UHS UNIVERSAL HLTH SVCS INC 0.2%
Value ($000) $873 Shares 4,639 Est. Cost $196.64 Unrealized -7.6%
SANM SANMINA CORPORATION 0.2%
Value ($000) $864 Shares 11,340 Est. Cost $71.77 Unrealized +13.2%
DVA DAVITA INC 0.2%
Value ($000) $864 Shares 5,643 Est. Cost $151.26 Unrealized +3.9%
FFIV F5 INC 0.2%
Value ($000) $860 Shares 3,231 Est. Cost $263.36 Unrealized +6.2%
CMS CMS ENERGY CORP 0.2%
Value ($000) $852 Shares 11,340 Est. Cost $53.33 Unrealized +27.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $850 Shares 11,110 Est. Cost $77.46 Unrealized +3.6%
CME CME GROUP INC 0.2%
Value ($000) $850 Shares 3,203 Est. Cost $226.67 Unrealized +6.9%
KKR KKR & CO INC 0.2%
Value ($000) $847 Shares 7,322 Est. Cost $130.36 Unrealized +5.0%
KLAC KLA CORP 0.2%
Value ($000) $845 Shares 1,239 Est. Cost $740.22 Unrealized -3.4%
BOX BOX INC 0.2%
Value ($000) $841 Shares 27,260 Est. Cost $32.71 Unrealized -1.0%
MCO MOODYS CORP 0.2%
Value ($000) $839 Shares 1,802 Est. Cost $475.45 Unrealized +0.7%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $837 Shares 1,908 Est. Cost $427.84 Unrealized +3.2%
USFD US FOODS HLDG CORP 0.2%
Value ($000) $822 Shares 12,555 Est. Cost $65.65 Unrealized +4.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $816 Shares 5,440 Est. Cost $162.25 Unrealized +1.8%
FXL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $814 Shares 6,154 Est. Cost $111.79 Unrealized
SNX TD SYNNEX CORPORATION 0.2%
Value ($000) $813 Shares 7,820 Est. Cost $120.36 Unrealized +9.5%
TXRH TEXAS ROADHOUSE INC 0.2%
Value ($000) $805 Shares 4,824 Est. Cost $171.38 Unrealized +1.7%
IYJ ISHARES TR 0.2%
Value ($000) $804 Shares 6,175 Est. Cost $108.65 Unrealized
PHM PULTE GROUP INC 0.2%
Value ($000) $796 Shares 7,742 Est. Cost $116.57 Unrealized -8.1%
BMI BADGER METER INC 0.2%
Value ($000) $795 Shares 4,177 Est. Cost $204.01 Unrealized +1.6%
BDC BELDEN INC 0.2%
Value ($000) $792 Shares 7,894 Est. Cost $96.81 Unrealized +14.4%
IYW ISHARES TR 0.1%
Value ($000) $785 Shares 5,588 Est. Cost $106.13 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $778 Shares 4,483 Est. Cost $147.91 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $777 Shares 8,567 Est. Cost $133.73 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $767 Shares 5,484 Est. Cost $154.19 Unrealized +4.8%
SEM SELECT MED HLDGS CORP 0.1%
Value ($000) $758 Shares 45,417 Est. Cost $18.49 Unrealized -2.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $757 Shares 3,408 Est. Cost $218.35 Unrealized
HPQ HP INC 0.1%
Value ($000) $753 Shares 27,185 Est. Cost $32.83 Unrealized -7.5%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value ($000) $747 Shares 11,749 Est. Cost $75.55 Unrealized -6.3%
KBH KB HOME 0.1%
Value ($000) $743 Shares 12,783 Est. Cost $73.46 Unrealized -14.9%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $740 Shares 2,986 Est. Cost $279.80 Unrealized +2.3%
IGV ISHARES TR 0.1%
Value ($000) $738 Shares 8,290 Est. Cost $113.67 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $729 Shares 22,020 Est. Cost $34.17 Unrealized +14.7%
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $723 Shares 13,035 Est. Cost $54.17 Unrealized
BLKB BLACKBAUD INC 0.1%
Value ($000) $713 Shares 11,494 Est. Cost $79.00 Unrealized -10.0%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $700 Shares 42,402 Est. Cost $15.97 Unrealized
KTB KONTOOR BRANDS INC 0.1%
Value ($000) $698 Shares 10,883 Est. Cost $74.79 Unrealized +3.6%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $683 Shares 2,685 Est. Cost $278.09 Unrealized 0.0%
NTAP NETAPP INC 0.1%
Value ($000) $680 Shares 7,739 Est. Cost $112.47 Unrealized -3.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $668 Shares 43,312 Est. Cost $19.27 Unrealized +0.7%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $650 Shares 4,745 Est. Cost $151.84 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $636 Shares 17,224 Est. Cost $41.62 Unrealized -15.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $629 Shares 5,770 Est. Cost $81.28 Unrealized +22.1%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $628 Shares 3,626 Est. Cost $249.95 Unrealized -16.7%
APP APPLOVIN CORP 0.1%
Value ($000) $626 Shares 2,362 Est. Cost $344.61 Unrealized 0.0%
DSI ISHARES TR 0.1%
Value ($000) $624 Shares 6,098 Est. Cost $71.52 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $624 Shares 4,462 Est. Cost $148.68 Unrealized +6.4%
PLD PROLOGIS INC. 0.1%
Value ($000) $543 Shares 4,854 Est. Cost $106.01 Unrealized +5.5%
SUSA ISHARES TR 0.1%
Value ($000) $536 Shares 4,662 Est. Cost $82.27 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $487 Shares 4,840 Est. Cost $71.92 Unrealized
LYLD CAMBRIA ETF TR 0.1%
Value ($000) $458 Shares 17,793 Est. Cost $26.20 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $425 Shares 1,641 Est. Cost $212.92 Unrealized +56.5%
ADBE ADOBE INC 0.1%
Value ($000) $422 Shares 1,101 Est. Cost $505.09 Unrealized -15.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $419 Shares 9,244 Est. Cost $41.34 Unrealized -4.2%
IYZ ISHARES TR 0.1%
Value ($000) $418 Shares 15,272 Est. Cost $27.39 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $417 Shares 5,306 Est. Cost $71.11 Unrealized
IAI ISHARES TR 0.1%
Value ($000) $398 Shares 2,844 Est. Cost $128.56 Unrealized
PABU ISHARES TR 0.1%
Value ($000) $388 Shares 6,480 Est. Cost $59.92 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $388 Shares 7,320 Est. Cost $35.70 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $372 Shares 7,584 Est. Cost $32.28 Unrealized +41.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $349 Shares 4,856 Est. Cost $23.53 Unrealized +213.2%
GOOG ALPHABET INC 0.1%
Value ($000) $340 Shares 2,179 Est. Cost $147.59 Unrealized +23.6%
PPG PPG INDS INC 0.1%
Value ($000) $320 Shares 2,923 Est. Cost $121.28 Unrealized -7.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $308 Shares 1,840 Est. Cost $127.71 Unrealized +17.8%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $301 Shares 31,398 Est. Cost $11.43 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $297 Shares 1,295 Est. Cost $220.91 Unrealized +2.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $293 Shares 1,668 Est. Cost $106.49 Unrealized +72.2%
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $293 Shares 14,421 Est. Cost $18.58 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $275 Shares 522 Est. Cost $585.29 Unrealized 0.0%
SJM SMUCKER J M CO 0.1%
Value ($000) $273 Shares 2,304 Est. Cost $112.57 Unrealized -7.3%
DE DEERE & CO 0.1%
Value ($000) $265 Shares 564 Est. Cost $238.62 Unrealized +93.4%
MAS MASCO CORP 0.1%
Value ($000) $264 Shares 3,797 Est. Cost $78.41 Unrealized -6.1%
IBDV ISHARES TR 0.0%
Value ($000) $263 Shares 12,088 Est. Cost $21.58 Unrealized
IBDW ISHARES TR 0.0%
Value ($000) $247 Shares 11,908 Est. Cost $21.22 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $242 Shares 948 Est. Cost $288.64 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $236 Shares 1,524 Est. Cost $91.43 Unrealized +56.4%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $226 Shares 1,306 Est. Cost $135.29 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $219 Shares 47 Est. Cost $4749.08 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $215 Shares 6,309 Est. Cost $34.14 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $205 Shares 398 Est. Cost $514.17 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $161 Shares 10,756 Est. Cost $23.26 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $61 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 -68.0%