ROMAN BUTLER FULLERTON & CO Diversified Active

CIK: 0000733444 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $339,318 (100.0% shares, 0.0% debt)

Holdings (242)

NVDA NVIDIA CORPORATION 6.0%
Value ($000) $20,376 Shares 117,443 Est. Cost $95.94 Unrealized +31.1%
MSFT MICROSOFT CORP 4.7%
Value ($000) $16,070 Shares 31,282 Est. Cost $201.16 Unrealized +114.9%
AAPL APPLE INC 3.8%
Value ($000) $12,787 Shares 59,787 Est. Cost $110.88 Unrealized +81.6%
AMZN AMAZON COM INC 3.6%
Value ($000) $12,118 Shares 52,361 Est. Cost $127.66 Unrealized +55.0%
SPY SPDR S&P 500 ETF TR 3.0%
Value ($000) $10,019 Shares 15,726 Est. Cost $524.44 Unrealized
MA MASTERCARD INCORPORATED 2.6%
Value ($000) $8,859 Shares 15,591 Est. Cost $284.46 Unrealized +93.9%
LLY ELI LILLY & CO 2.1%
Value ($000) $7,293 Shares 8,973 Est. Cost $263.06 Unrealized +194.0%
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $6,594 Shares 31,528 Est. Cost $130.66 Unrealized
WMT WALMART INC 1.9%
Value ($000) $6,399 Shares 65,647 Est. Cost $54.06 Unrealized +75.3%
GOOG ALPHABET INC 1.8%
Value ($000) $6,138 Shares 31,628 Est. Cost $119.44 Unrealized +38.0%
VUG VANGUARD INDEX FDS 1.6%
Value ($000) $5,405 Shares 11,900 Est. Cost $234.51 Unrealized
NOBL PROSHARES TR 1.4%
Value ($000) $4,722 Shares 45,105 Est. Cost $76.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,347 Shares 8,981 Est. Cost $227.95 Unrealized +122.8%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $4,200 Shares 4,489 Est. Cost $763.42 Unrealized +29.8%
EATON VANCE ENHANCED EQUITY 1.2%
Value ($000) $4,177 Shares 199,103 Est. Cost $14.71 Unrealized
CI THE CIGNA GROUP 1.2%
Value ($000) $4,144 Shares 13,982 Est. Cost $308.42 Unrealized +3.1%
FTCS FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $4,063 Shares 44,047 Est. Cost $65.25 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $4,042 Shares 5,671 Est. Cost $251.05 Unrealized +145.6%
QQQ INVESCO QQQ TR 1.2%
Value ($000) $3,968 Shares 7,006 Est. Cost $494.44 Unrealized
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $3,851 Shares 24,326 Est. Cost $86.33 Unrealized +86.2%
ORCL ORACLE CORP 1.1%
Value ($000) $3,671 Shares 14,978 Est. Cost $47.19 Unrealized +240.8%
IVW ISHARES TR 1.1%
Value ($000) $3,581 Shares 31,455 Est. Cost $108.30 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,456 Shares 126,517 Est. Cost $40.44 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $3,418 Shares 11,446 Est. Cost $99.10 Unrealized +154.9%
HD HOME DEPOT INC 1.0%
Value ($000) $3,406 Shares 9,073 Est. Cost $168.96 Unrealized +110.6%
NFLX NETFLIX INC 1.0%
Value ($000) $3,288 Shares 2,785 Est. Cost $74.94 Unrealized +50.9%
EFA ISHARES TR 0.9%
Value ($000) $2,930 Shares 32,284 Est. Cost $90.75 Unrealized
GE GE AEROSPACE 0.7%
Value ($000) $2,537 Shares 9,340 Est. Cost $161.66 Unrealized +35.2%
PFF ISHARES TR 0.7%
Value ($000) $2,413 Shares 77,391 Est. Cost $34.04 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $2,364 Shares 3,693 Est. Cost $284.18 Unrealized
CTAS CINTAS CORP 0.7%
Value ($000) $2,339 Shares 10,462 Est. Cost $181.24 Unrealized +18.1%
SSUS STRATEGY SHS 0.7%
Value ($000) $2,286 Shares 46,565 Est. Cost $35.34 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $2,157 Shares 4,905 Est. Cost $366.02 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $2,097 Shares 4,836 Est. Cost $196.43 Unrealized +68.4%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $2,042 Shares 2,763 Est. Cost $156.48 Unrealized +301.5%
EEM ISHARES TR 0.6%
Value ($000) $2,024 Shares 40,887 Est. Cost $49.51 Unrealized
HWM HOWMET AEROSPACE INC 0.6%
Value ($000) $2,012 Shares 10,617 Est. Cost $97.50 Unrealized +57.6%
NDAQ NASDAQ INC 0.6%
Value ($000) $2,001 Shares 21,103 Est. Cost $46.02 Unrealized +72.0%
NUVEEN MUN VALUE FD INC 0.6%
Value ($000) $1,920 Shares 224,776 Est. Cost $8.52 Unrealized
EATON VANCE ENHANCED EQUITY 0.6%
Value ($000) $1,901 Shares 78,383 Est. Cost $17.19 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,881 Shares 11,179 Est. Cost $123.74 Unrealized +21.9%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,804 Shares 5,844 Est. Cost $179.92 Unrealized +68.1%
GEV GE VERNOVA INC 0.5%
Value ($000) $1,761 Shares 2,732 Est. Cost $325.98 Unrealized +27.6%
IJR ISHARES TR 0.5%
Value ($000) $1,738 Shares 15,393 Est. Cost $100.30 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.5%
Value ($000) $1,724 Shares 196,762 Est. Cost $9.43 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,694 Shares 8,768 Est. Cost $139.93 Unrealized +16.7%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $1,680 Shares 3,577 Est. Cost $390.73 Unrealized +17.9%
V VISA INC 0.5%
Value ($000) $1,675 Shares 4,691 Est. Cost $271.55 Unrealized +27.8%
USMV ISHARES TR 0.5%
Value ($000) $1,603 Shares 17,003 Est. Cost $58.98 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $1,538 Shares 6,697 Est. Cost $189.08 Unrealized +21.4%
DGRO ISHARES TR 0.4%
Value ($000) $1,523 Shares 23,154 Est. Cost $39.99 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.4%
Value ($000) $1,498 Shares 5,420 Est. Cost $154.41 Unrealized +40.8%
SE SEA LTD 0.4%
Value ($000) $1,494 Shares 9,475 Est. Cost $125.15 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,492 Shares 9,968 Est. Cost $65.52 Unrealized +73.3%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,479 Shares 7,275 Est. Cost $143.05 Unrealized +29.8%
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,472 Shares 14,117 Est. Cost $96.42 Unrealized
AEE AMEREN CORP 0.4%
Value ($000) $1,452 Shares 14,502 Est. Cost $61.53 Unrealized +54.6%
CEG CONSTELLATION ENERGY CORP 0.4%
Value ($000) $1,414 Shares 4,318 Est. Cost $245.53 Unrealized +7.5%
LOW LOWES COS INC 0.4%
Value ($000) $1,411 Shares 6,222 Est. Cost $107.18 Unrealized +105.8%
DKNG DRAFTKINGS INC NEW 0.4%
Value ($000) $1,406 Shares 31,346 Est. Cost $33.79 Unrealized +6.1%
TNGY TORTOISE CAPITAL SERIES TRUS 0.4%
Value ($000) $1,406 Shares 155,549 Est. Cost $9.04 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $1,395 Shares 4,818 Est. Cost $160.76 Unrealized +34.3%
FENI FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,356 Shares 40,054 Est. Cost $31.33 Unrealized
ANET ARISTA NETWORKS INC 0.4%
Value ($000) $1,353 Shares 11,841 Est. Cost $86.52 Unrealized 0.0%
RTX RTX CORPORATION 0.4%
Value ($000) $1,330 Shares 8,473 Est. Cost $85.96 Unrealized +53.3%
ABT ABBOTT LABS 0.4%
Value ($000) $1,318 Shares 10,416 Est. Cost $106.88 Unrealized +22.2%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $1,302 Shares 551 Est. Cost $2067.62 Unrealized +12.9%
CBRE GBL REAL ESTATE INC FD 0.4%
Value ($000) $1,282 Shares 257,529 Est. Cost $6.78 Unrealized
IRM IRON MTN INC DEL 0.4%
Value ($000) $1,274 Shares 12,821 Est. Cost $24.14 Unrealized +280.9%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,228 Shares 8,652 Est. Cost $71.92 Unrealized +70.0%
DDOG DATADOG INC 0.4%
Value ($000) $1,222 Shares 8,156 Est. Cost $109.90 Unrealized +0.7%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,221 Shares 6,504 Est. Cost $169.36 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,193 Shares 8,744 Est. Cost $98.17 Unrealized
ILCG ISHARES TR 0.3%
Value ($000) $1,187 Shares 11,867 Est. Cost $61.96 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,171 Shares 9,191 Est. Cost $120.45 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,169 Shares 2,499 Est. Cost $433.57 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $1,164 Shares 6,541 Est. Cost $96.34 Unrealized +66.3%
REGL PROSHARES TR 0.3%
Value ($000) $1,147 Shares 13,612 Est. Cost $74.91 Unrealized
CLS CELESTICA INC 0.3%
Value ($000) $1,140 Shares 6,696 Est. Cost $78.23 Unrealized +35.9%
USHY ISHARES TR 0.3%
Value ($000) $1,128 Shares 30,132 Est. Cost $37.43 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,118 Shares 4,305 Est. Cost $106.04 Unrealized +139.4%
ADBE ADOBE INC 0.3%
Value ($000) $1,115 Shares 3,008 Est. Cost $394.48 Unrealized -2.3%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,088 Shares 6,022 Est. Cost $180.67 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $1,086 Shares 4,103 Est. Cost $214.02 Unrealized +3.0%
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,080 Shares 22,295 Est. Cost $26.76 Unrealized +54.9%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $1,076 Shares 4,388 Est. Cost $78.70 Unrealized +211.5%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,069 Shares 19,997 Est. Cost $46.96 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $1,047 Shares 10,254 Est. Cost $57.22 Unrealized
KR KROGER CO 0.3%
Value ($000) $1,042 Shares 14,575 Est. Cost $59.43 Unrealized +14.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,036 Shares 15,086 Est. Cost $42.42 Unrealized +42.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,023 Shares 9,262 Est. Cost $75.48 Unrealized +38.5%
VGLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $978 Shares 17,755 Est. Cost $55.87 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $971 Shares 8,442 Est. Cost $115.03 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $964 Shares 6,979 Est. Cost $95.99 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $944 Shares 3,508 Est. Cost $247.41 Unrealized +7.5%
QYLD GLOBAL X FDS 0.3%
Value ($000) $942 Shares 56,232 Est. Cost $17.69 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $938 Shares 3,850 Est. Cost $159.55 Unrealized +51.4%
SPYM SPDR SERIES TRUST 0.3%
Value ($000) $919 Shares 12,267 Est. Cost $62.23 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $913 Shares 33,333 Est. Cost $14.43 Unrealized +85.4%
POWL POWELL INDS INC 0.3%
Value ($000) $910 Shares 3,663 Est. Cost $176.99 Unrealized +1.9%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $892 Shares 4,193 Est. Cost $150.61 Unrealized +22.9%
URI UNITED RENTALS INC 0.3%
Value ($000) $890 Shares 1,000 Est. Cost $317.80 Unrealized +109.4%
IYW ISHARES TR 0.3%
Value ($000) $865 Shares 4,805 Est. Cost $109.01 Unrealized
SGOL ETFS GOLD TR 0.3%
Value ($000) $853 Shares 26,767 Est. Cost $27.01 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $841 Shares 2,816 Est. Cost $169.77 Unrealized +78.8%
RKLB ROCKET LAB CORP 0.2%
Value ($000) $836 Shares 17,630 Est. Cost $24.48 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $818 Shares 4,300 Est. Cost $78.19 Unrealized +133.6%
TSLA TESLA INC 0.2%
Value ($000) $813 Shares 2,573 Est. Cost $260.90 Unrealized +15.5%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $795 Shares 2,714 Est. Cost $177.88 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $787 Shares 1,107 Est. Cost $1078.72 Unrealized
T AT&T INC 0.2%
Value ($000) $778 Shares 27,770 Est. Cost $17.82 Unrealized +51.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $750 Shares 17,404 Est. Cost $38.40 Unrealized +8.9%
PEP PEPSICO INC 0.2%
Value ($000) $743 Shares 5,176 Est. Cost $104.03 Unrealized +26.0%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $741 Shares 14,639 Est. Cost $50.38 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $739 Shares 21,325 Est. Cost $29.66 Unrealized
UGA UNITED STS GASOLINE FD LP 0.2%
Value ($000) $737 Shares 12,053 Est. Cost $64.80 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $736 Shares 10,635 Est. Cost $47.62 Unrealized +46.6%
MRK MERCK & CO INC 0.2%
Value ($000) $728 Shares 8,592 Est. Cost $71.31 Unrealized +8.5%
SAP SAP SE 0.2%
Value ($000) $725 Shares 2,517 Est. Cost $162.19 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $715 Shares 2,730 Est. Cost $261.99 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $708 Shares 9,079 Est. Cost $217.58 Unrealized -68.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $692 Shares 14,279 Est. Cost $46.67 Unrealized +1.1%
PFE PFIZER INC 0.2%
Value ($000) $690 Shares 27,832 Est. Cost $29.51 Unrealized -24.3%
VRSN VERISIGN INC 0.2%
Value ($000) $660 Shares 2,159 Est. Cost $268.94 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $658 Shares 5,664 Est. Cost $93.21 Unrealized +12.0%
ECL ECOLAB INC 0.2%
Value ($000) $651 Shares 2,397 Est. Cost $252.35 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $646 Shares 2,875 Est. Cost $227.42 Unrealized
XSHQ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $636 Shares 15,375 Est. Cost $41.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $630 Shares 3,968 Est. Cost $66.00 Unrealized +77.7%
DE DEERE & CO 0.2%
Value ($000) $620 Shares 1,199 Est. Cost $384.38 Unrealized +26.1%
SR SPIRE INC 0.2%
Value ($000) $620 Shares 8,110 Est. Cost $72.76 Unrealized
XTL SPDR SERIES TRUST 0.2%
Value ($000) $603 Shares 5,006 Est. Cost $120.38 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $601 Shares 1,962 Est. Cost $182.53 Unrealized +52.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $593 Shares 3,561 Est. Cost $80.46 Unrealized +35.3%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $576 Shares 6,312 Est. Cost $75.04 Unrealized +9.7%
SYY SYSCO CORP 0.2%
Value ($000) $576 Shares 7,169 Est. Cost $57.78 Unrealized +23.0%
BANK AMERICA CORP 0.2%
Value ($000) $549 Shares 450 Est. Cost $1168.88 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $543 Shares 1,732 Est. Cost $140.12 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $539 Shares 3,643 Est. Cost $58.83 Unrealized +150.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $538 Shares 8,990 Est. Cost $51.46 Unrealized +8.7%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $530 Shares 22,954 Est. Cost $13.45 Unrealized +48.4%
BLOK AMPLIFY ETF TR 0.2%
Value ($000) $528 Shares 8,665 Est. Cost $33.45 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $525 Shares 1,708 Est. Cost $230.42 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $498 Shares 10,259 Est. Cost $50.12 Unrealized
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $495 Shares 13,495 Est. Cost $31.95 Unrealized
NHI NATIONAL HEALTH INVS INC 0.1%
Value ($000) $495 Shares 6,958 Est. Cost $70.79 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $489 Shares 10,902 Est. Cost $36.45 Unrealized +3.4%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $489 Shares 20,002 Est. Cost $23.86 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $486 Shares 2,663 Est. Cost $145.79 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $477 Shares 7,364 Est. Cost $59.17 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $460 Shares 8,026 Est. Cost $56.48 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $459 Shares 3,831 Est. Cost $90.22 Unrealized
UNILEVER PLC 0.1%
Value ($000) $457 Shares 7,563 Est. Cost $53.16 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $455 Shares 2,029 Est. Cost $148.76 Unrealized +34.2%
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $453 Shares 8,820 Est. Cost $35.00 Unrealized
PFXF VANECK ETF TRUST 0.1%
Value ($000) $448 Shares 25,614 Est. Cost $18.29 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $445 Shares 605 Est. Cost $680.44 Unrealized 0.0%
RY ROYAL BK CDA 0.1%
Value ($000) $430 Shares 3,256 Est. Cost $73.88 Unrealized +65.5%
TTD THE TRADE DESK INC 0.1%
Value ($000) $424 Shares 4,921 Est. Cost $86.09 Unrealized -25.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $423 Shares 1,617 Est. Cost $172.37 Unrealized +37.6%
VST VISTRA CORP 0.1%
Value ($000) $413 Shares 2,150 Est. Cost $148.40 Unrealized -0.6%
ATKR ATKORE INC 0.1%
Value ($000) $412 Shares 5,172 Est. Cost $112.05 Unrealized -43.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $400 Shares 3,167 Est. Cost $76.03 Unrealized +65.6%
BA BOEING CO 0.1%
Value ($000) $395 Shares 1,697 Est. Cost $195.33 Unrealized -3.3%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $394 Shares 573 Est. Cost $339.03 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $391 Shares 5,700 Est. Cost $54.59 Unrealized
ILF ISHARES TR 0.1%
Value ($000) $387 Shares 15,250 Est. Cost $24.88 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $379 Shares 2,760 Est. Cost $119.51 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $377 Shares 3,591 Est. Cost $59.18 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $375 Shares 3,845 Est. Cost $106.02 Unrealized -9.5%
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $369 Shares 44,623 Est. Cost $16.69 Unrealized -43.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $361 Shares 2,331 Est. Cost $76.16 Unrealized +79.9%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $359 Shares 521 Est. Cost $434.87 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $355 Shares 1,444 Est. Cost $245.59 Unrealized
JD JD.COM INC 0.1%
Value ($000) $354 Shares 10,667 Est. Cost $33.18 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $350 Shares 2,544 Est. Cost $97.15 Unrealized 0.0%
IEF ISHARES TR 0.1%
Value ($000) $346 Shares 3,657 Est. Cost $94.74 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value ($000) $341 Shares 34,739 Est. Cost $10.84 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $338 Shares 5,245 Est. Cost $54.98 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $327 Shares 3,266 Est. Cost $99.98 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $322 Shares 4,842 Est. Cost $44.22 Unrealized +44.6%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $316 Shares 1,687 Est. Cost $161.40 Unrealized 0.0%
SHYD VANECK ETF TRUST 0.1%
Value ($000) $315 Shares 14,045 Est. Cost $22.29 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $314 Shares 9,456 Est. Cost $26.84 Unrealized +10.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $313 Shares 2,514 Est. Cost $100.02 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $305 Shares 315 Est. Cost $130.08 Unrealized +45.0%
EDIV SPDR INDEX SHS FDS 0.1%
Value ($000) $303 Shares 7,808 Est. Cost $35.66 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $298 Shares 13,419 Est. Cost $14.87 Unrealized +21.9%
CCJ CAMECO CORP 0.1%
Value ($000) $296 Shares 3,724 Est. Cost $53.26 Unrealized 0.0%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $291 Shares 5,155 Est. Cost $49.16 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $290 Shares 1,412 Est. Cost $183.83 Unrealized +5.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $284 Shares 1,394 Est. Cost $175.97 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $281 Shares 13,502 Est. Cost $20.84 Unrealized
BXP BXP INC 0.1%
Value ($000) $279 Shares 3,885 Est. Cost $67.50 Unrealized -4.6%
ROL ROLLINS INC 0.1%
Value ($000) $279 Shares 4,800 Est. Cost $37.90 Unrealized +47.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $279 Shares 583 Est. Cost $442.25 Unrealized -5.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $277 Shares 3,376 Est. Cost $70.79 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $277 Shares 3,869 Est. Cost $71.71 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $276 Shares 2,211 Est. Cost $74.43 Unrealized +47.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $276 Shares 1,201 Est. Cost $176.81 Unrealized +19.0%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $274 Shares 1,000 Est. Cost $204.58 Unrealized +16.2%
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $273 Shares 10,751 Est. Cost $25.33 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $271 Shares 3,675 Est. Cost $50.81 Unrealized
IBND SPDR SERIES TRUST 0.1%
Value ($000) $271 Shares 8,385 Est. Cost $32.30 Unrealized
FELG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $270 Shares 7,078 Est. Cost $33.78 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $270 Shares 4,151 Est. Cost $58.63 Unrealized +2.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $267 Shares 2,486 Est. Cost $74.36 Unrealized +31.9%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $264 Shares 6,758 Est. Cost $30.95 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $262 Shares 2,063 Est. Cost $115.22 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $259 Shares 902 Est. Cost $197.14 Unrealized +38.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $258 Shares 1,626 Est. Cost $126.96 Unrealized +14.2%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $257 Shares 2,801 Est. Cost $91.57 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $255 Shares 1,795 Est. Cost $104.71 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $254 Shares 537 Est. Cost $313.71 Unrealized +25.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $253 Shares 2,310 Est. Cost $84.61 Unrealized +23.2%
AGG ISHARES TR 0.1%
Value ($000) $251 Shares 2,545 Est. Cost $98.47 Unrealized
EPAM EPAM SYS INC 0.1%
Value ($000) $249 Shares 1,458 Est. Cost $167.17 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $248 Shares 2,842 Est. Cost $87.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $245 Shares 11,828 Est. Cost $16.47 Unrealized 0.0%
IMCG ISHARES TR 0.1%
Value ($000) $244 Shares 2,954 Est. Cost $111.50 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $241 Shares 2,832 Est. Cost $67.18 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $241 Shares 851 Est. Cost $245.97 Unrealized +23.1%
KLAC KLA CORP 0.1%
Value ($000) $239 Shares 265 Est. Cost $748.55 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $237 Shares 9,543 Est. Cost $19.79 Unrealized 0.0%
JNK SPDR SERIES TRUST 0.1%
Value ($000) $237 Shares 2,439 Est. Cost $94.45 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $234 Shares 5,307 Est. Cost $43.16 Unrealized
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $233 Shares 2,366 Est. Cost $98.58 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $228 Shares 1,879 Est. Cost $102.81 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value ($000) $228 Shares 3,161 Est. Cost $56.32 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $221 Shares 3,467 Est. Cost $54.42 Unrealized 0.0%
RING ISHARES INC 0.1%
Value ($000) $220 Shares 4,832 Est. Cost $42.33 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $218 Shares 1,714 Est. Cost $130.04 Unrealized +1.3%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $218 Shares 2,200 Est. Cost $99.21 Unrealized
INTU INTUIT 0.1%
Value ($000) $218 Shares 277 Est. Cost $674.49 Unrealized 0.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $209 Shares 1,796 Est. Cost $100.20 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $208 Shares 2,680 Est. Cost $69.54 Unrealized 0.0%
TLT ISHARES TR 0.1%
Value ($000) $207 Shares 2,396 Est. Cost $88.20 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $205 Shares 851 Est. Cost $174.05 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $203 Shares 2,148 Est. Cost $94.64 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $203 Shares 10,201 Est. Cost $19.91 Unrealized
NDSN NORDSON CORP 0.1%
Value ($000) $203 Shares 920 Est. Cost $196.94 Unrealized 0.0%
HASI HA SUSTAINABLE INFRA CAP INC 0.1%
Value ($000) $202 Shares 7,232 Est. Cost $24.84 Unrealized 0.0%