Convergence Financial, LLC Diversified Active

CIK: 0002034001 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value ($000): $581,643 (100.0% shares, 0.0% debt)

Holdings (179)

SPYG SPDR SERIES TRUST 7.0%
Value ($000) $40,494 Shares 424,818 Est. Cost $68.12 Unrealized
SPYV SPDR SERIES TRUST 5.0%
Value ($000) $29,006 Shares 554,178 Est. Cost $44.72 Unrealized
SPAB SPDR SERIES TRUST 4.9%
Value ($000) $28,785 Shares 1,124,404 Est. Cost $25.80 Unrealized
BIL SPDR SERIES TRUST 4.9%
Value ($000) $28,658 Shares 312,414 Est. Cost $91.62 Unrealized
FLCB FRANKLIN TEMPLETON ETF TR 4.6%
Value ($000) $27,010 Shares 1,255,116 Est. Cost $21.11 Unrealized
MDYV SPDR SERIES TRUST 3.9%
Value ($000) $22,400 Shares 282,007 Est. Cost $71.71 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 3.7%
Value ($000) $21,619 Shares 330,056 Est. Cost $58.03 Unrealized
MDYG SPDR SERIES TRUST 3.7%
Value ($000) $21,341 Shares 245,665 Est. Cost $78.79 Unrealized
MTUM ISHARES TR 3.0%
Value ($000) $17,589 Shares 73,191 Est. Cost $205.51 Unrealized
SLYG SPDR SERIES TRUST 2.9%
Value ($000) $17,025 Shares 191,830 Est. Cost $87.07 Unrealized
SLYV SPDR SERIES TRUST 2.8%
Value ($000) $16,158 Shares 202,579 Est. Cost $82.25 Unrealized
XLK SELECT SECTOR SPDR TR 2.6%
Value ($000) $14,913 Shares 58,891 Est. Cost $168.50 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 2.4%
Value ($000) $13,830 Shares 276,099 Est. Cost $49.75 Unrealized
SPYM SPDR SERIES TRUST 2.1%
Value ($000) $12,422 Shares 170,896 Est. Cost $62.65 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $11,206 Shares 70,929 Est. Cost $101.05 Unrealized +24.5%
CGCP CAPITAL GRP FIXED INCM ETF T 1.9%
Value ($000) $10,899 Shares 484,386 Est. Cost $23.01 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 1.7%
Value ($000) $10,033 Shares 95,062 Est. Cost $105.54 Unrealized
AVUV AMERICAN CENTY ETF TR 1.6%
Value ($000) $9,261 Shares 101,655 Est. Cost $91.43 Unrealized
TSLA TESLA INC 1.6%
Value ($000) $9,192 Shares 28,936 Est. Cost $208.96 Unrealized +44.2%
AAPL APPLE INC 1.5%
Value ($000) $8,899 Shares 43,373 Est. Cost $187.45 Unrealized +7.4%
MSFT MICROSOFT CORP 1.4%
Value ($000) $8,240 Shares 16,566 Est. Cost $417.52 Unrealized +3.6%
SPDW SPDR INDEX SHS FDS 1.3%
Value ($000) $7,575 Shares 187,076 Est. Cost $36.70 Unrealized
AVGO BROADCOM INC 1.3%
Value ($000) $7,360 Shares 26,702 Est. Cost $157.41 Unrealized +37.2%
AMZN AMAZON COM INC 1.2%
Value ($000) $7,173 Shares 32,695 Est. Cost $176.51 Unrealized +12.1%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $6,446 Shares 10,432 Est. Cost $584.37 Unrealized
IEMG ISHARES INC 1.0%
Value ($000) $5,706 Shares 95,045 Est. Cost $55.79 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $5,500 Shares 31,207 Est. Cost $161.47 Unrealized +1.1%
META META PLATFORMS INC 0.9%
Value ($000) $5,108 Shares 6,920 Est. Cost $502.02 Unrealized +22.8%
CLIP GLOBAL X FDS 0.9%
Value ($000) $5,078 Shares 50,564 Est. Cost $100.42 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $4,488 Shares 15,481 Est. Cost $193.59 Unrealized +30.5%
IJH ISHARES TR 0.8%
Value ($000) $4,459 Shares 71,903 Est. Cost $63.55 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.8%
Value ($000) $4,381 Shares 51,639 Est. Cost $63.17 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.7%
Value ($000) $4,346 Shares 110,044 Est. Cost $36.01 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $4,150 Shares 36,901 Est. Cost $112.47 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $3,963 Shares 56,005 Est. Cost $70.77 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $3,905 Shares 53,626 Est. Cost $74.56 Unrealized
GCOW PACER FDS TR 0.7%
Value ($000) $3,866 Shares 101,827 Est. Cost $37.00 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $3,326 Shares 4,266 Est. Cost $799.80 Unrealized -3.3%
FTNT FORTINET INC 0.5%
Value ($000) $3,145 Shares 29,749 Est. Cost $65.25 Unrealized +54.6%
IBIT ISHARES BITCOIN TRUST ETF 0.5%
Value ($000) $2,909 Shares 47,528 Est. Cost $57.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,856 Shares 5,880 Est. Cost $410.67 Unrealized +23.7%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,704 Shares 2,731 Est. Cost $788.45 Unrealized +25.7%
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value ($000) $2,512 Shares 61,792 Est. Cost $34.22 Unrealized
ITOT ISHARES TR 0.4%
Value ($000) $2,498 Shares 18,501 Est. Cost $127.04 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $2,491 Shares 2,423 Est. Cost $159.27 Unrealized +18.5%
UNP UNION PAC CORP 0.4%
Value ($000) $2,241 Shares 9,740 Est. Cost $228.52 Unrealized -4.4%
SPGM SPDR INDEX SHS FDS 0.4%
Value ($000) $2,212 Shares 32,061 Est. Cost $60.25 Unrealized
SPHY SPDR SERIES TRUST 0.4%
Value ($000) $2,175 Shares 91,394 Est. Cost $23.44 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $2,062 Shares 18,865 Est. Cost $112.38 Unrealized
AME AMETEK INC 0.3%
Value ($000) $2,008 Shares 11,098 Est. Cost $170.16 Unrealized +0.6%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,005 Shares 12,584 Est. Cost $158.46 Unrealized +1.5%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,980 Shares 2,797 Est. Cost $481.81 Unrealized +18.7%
HELO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,918 Shares 30,652 Est. Cost $59.71 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,882 Shares 8,481 Est. Cost $225.76 Unrealized -2.3%
ALL ALLSTATE CORP 0.3%
Value ($000) $1,786 Shares 8,870 Est. Cost $164.99 Unrealized +19.3%
CRM SALESFORCE INC 0.3%
Value ($000) $1,781 Shares 6,532 Est. Cost $264.10 Unrealized +0.7%
WINN HARBOR ETF TRUST 0.3%
Value ($000) $1,766 Shares 60,622 Est. Cost $26.44 Unrealized
INTU INTUIT 0.3%
Value ($000) $1,713 Shares 2,175 Est. Cost $674.49 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,565 Shares 13,264 Est. Cost $98.73 Unrealized +16.9%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $1,524 Shares 3,258 Est. Cost $395.24 Unrealized +4.6%
FISV FISERV INC 0.3%
Value ($000) $1,480 Shares 8,582 Est. Cost $160.29 Unrealized +13.1%
V VISA INC 0.2%
Value ($000) $1,389 Shares 3,913 Est. Cost $276.21 Unrealized +25.6%
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,382 Shares 20,167 Est. Cost $61.65 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,316 Shares 13,464 Est. Cost $68.90 Unrealized +37.5%
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $1,277 Shares 3,159 Est. Cost $313.54 Unrealized +16.2%
IGEB ISHARES TR 0.2%
Value ($000) $1,264 Shares 27,810 Est. Cost $44.59 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,222 Shares 2,787 Est. Cost $374.77 Unrealized
ARM ARM HOLDINGS PLC 0.2%
Value ($000) $1,212 Shares 7,491 Est. Cost $155.01 Unrealized
XOP SPDR SERIES TRUST 0.2%
Value ($000) $1,200 Shares 9,542 Est. Cost $134.30 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,177 Shares 2,314 Est. Cost $397.40 Unrealized +22.0%
O REALTY INCOME CORP 0.2%
Value ($000) $1,164 Shares 20,211 Est. Cost $51.61 Unrealized +5.5%
FESM FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,108 Shares 34,648 Est. Cost $30.23 Unrealized
BWX SPDR SERIES TRUST 0.2%
Value ($000) $1,058 Shares 45,054 Est. Cost $22.64 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,054 Shares 6,347 Est. Cost $171.21 Unrealized -13.6%
LIN LINDE PLC 0.2%
Value ($000) $971 Shares 2,069 Est. Cost $435.22 Unrealized +3.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $969 Shares 4,737 Est. Cost $181.18 Unrealized +2.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $967 Shares 6,332 Est. Cost $143.55 Unrealized +5.1%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $952 Shares 2,349 Est. Cost $571.15 Unrealized -27.0%
UI UBIQUITI INC 0.2%
Value ($000) $939 Shares 2,281 Est. Cost $364.15 Unrealized 0.0%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%
Value ($000) $933 Shares 29,169 Est. Cost $30.09 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $914 Shares 13,245 Est. Cost $125.84 Unrealized
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $909 Shares 18,233 Est. Cost $49.74 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $866 Shares 10,936 Est. Cost $114.89 Unrealized -32.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $845 Shares 2,827 Est. Cost $322.66 Unrealized -6.1%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $840 Shares 1,267 Est. Cost $427.44 Unrealized
GEN GEN DIGITAL INC 0.1%
Value ($000) $840 Shares 28,567 Est. Cost $27.04 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value ($000) $798 Shares 760 Est. Cost $991.05 Unrealized -5.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $792 Shares 1,711 Est. Cost $455.69 Unrealized +0.7%
IVV ISHARES TR 0.1%
Value ($000) $784 Shares 1,262 Est. Cost $495.02 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $770 Shares 1,832 Est. Cost $429.67 Unrealized -3.4%
DOV DOVER CORP 0.1%
Value ($000) $762 Shares 4,157 Est. Cost $190.32 Unrealized -9.3%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $752 Shares 1,934 Est. Cost $466.23 Unrealized -14.9%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $744 Shares 1,460 Est. Cost $399.12 Unrealized +8.6%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $732 Shares 8,124 Est. Cost $90.81 Unrealized +0.4%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $719 Shares 2,050 Est. Cost $181.40 Unrealized +28.9%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $661 Shares 14,270 Est. Cost $45.76 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $660 Shares 4,611 Est. Cost $147.28 Unrealized -7.0%
TRPA HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $653 Shares 16,806 Est. Cost $38.90 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $644 Shares 3,692 Est. Cost $137.92 Unrealized +16.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $643 Shares 3,255 Est. Cost $212.60 Unrealized -9.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $613 Shares 1,091 Est. Cost $455.67 Unrealized +21.0%
RTX RTX CORPORATION 0.1%
Value ($000) $613 Shares 4,198 Est. Cost $100.12 Unrealized +31.6%
AFL AFLAC INC 0.1%
Value ($000) $591 Shares 5,604 Est. Cost $83.08 Unrealized +24.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $581 Shares 2,841 Est. Cost $178.22 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $580 Shares 6,219 Est. Cost $69.56 Unrealized +18.4%
BILS SPDR SERIES TRUST 0.1%
Value ($000) $567 Shares 5,705 Est. Cost $99.38 Unrealized
MCY MERCURY GENL CORP NEW 0.1%
Value ($000) $563 Shares 8,354 Est. Cost $56.72 Unrealized +4.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $521 Shares 12,047 Est. Cost $38.37 Unrealized +9.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $509 Shares 1,312 Est. Cost $342.92 Unrealized -3.5%
TSLA TESLA INC 0.1%
Value ($000) $506 Shares 19,000 Est. Cost $208.96 Unrealized +44.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $503 Shares 4,054 Est. Cost $104.53 Unrealized -1.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $502 Shares 2,157 Est. Cost $185.48 Unrealized +7.6%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $500 Shares 11,694 Est. Cost $35.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $499 Shares 1,692 Est. Cost $202.12 Unrealized +25.6%
IBOC INTERNATIONAL BANCSHARES COR 0.1%
Value ($000) $495 Shares 7,442 Est. Cost $62.17 Unrealized -1.6%
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value ($000) $491 Shares 10,291 Est. Cost $41.87 Unrealized
ENSTAR GROUP LIMITED 0.1%
Value ($000) $477 Shares 1,418 Est. Cost $334.13 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $473 Shares 2,276 Est. Cost $176.59 Unrealized -1.3%
ABT ABBOTT LABS 0.1%
Value ($000) $470 Shares 3,459 Est. Cost $102.94 Unrealized +26.9%
GOOG ALPHABET INC 0.1%
Value ($000) $468 Shares 2,638 Est. Cost $152.92 Unrealized +7.8%
CNA CNA FINL CORP 0.1%
Value ($000) $451 Shares 9,691 Est. Cost $46.14 Unrealized +0.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $439 Shares 773 Est. Cost $506.40 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $439 Shares 832 Est. Cost $427.53 Unrealized +16.2%
AMGN AMGEN INC 0.1%
Value ($000) $436 Shares 1,561 Est. Cost $295.80 Unrealized -6.1%
ABBV ABBVIE INC 0.1%
Value ($000) $436 Shares 2,347 Est. Cost $186.53 Unrealized -2.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $432 Shares 1,823 Est. Cost $218.49 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $417 Shares 1,429 Est. Cost $255.04 Unrealized +19.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $417 Shares 1,958 Est. Cost $138.70 Unrealized +33.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $413 Shares 1,359 Est. Cost $279.15 Unrealized
HRB BLOCK H & R INC 0.1%
Value ($000) $413 Shares 7,518 Est. Cost $53.75 Unrealized +5.0%
NFLX NETFLIX INC 0.1%
Value ($000) $412 Shares 308 Est. Cost $64.97 Unrealized +74.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $405 Shares 70 Est. Cost $3683.46 Unrealized +38.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $399 Shares 2,259 Est. Cost $164.08 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $397 Shares 5,717 Est. Cost $67.68 Unrealized +0.6%
DORM DORMAN PRODS INC 0.1%
Value ($000) $391 Shares 3,189 Est. Cost $125.07 Unrealized -2.8%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $388 Shares 1,388 Est. Cost $246.79 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $385 Shares 3,897 Est. Cost $62.23 Unrealized +30.8%
COR CENCORA INC 0.1%
Value ($000) $384 Shares 1,281 Est. Cost $262.94 Unrealized +9.1%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $384 Shares 677 Est. Cost $534.01 Unrealized +5.3%
TMUS T-MOBILE US INC 0.1%
Value ($000) $381 Shares 1,597 Est. Cost $242.48 Unrealized -0.4%
NVS NOVARTIS AG 0.1%
Value ($000) $365 Shares 3,015 Est. Cost $106.32 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $361 Shares 5,207 Est. Cost $47.37 Unrealized +27.5%
FMC FMC CORP 0.1%
Value ($000) $358 Shares 8,585 Est. Cost $54.57 Unrealized -29.8%
MUSA MURPHY USA INC 0.1%
Value ($000) $355 Shares 873 Est. Cost $452.94 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $351 Shares 1,475 Est. Cost $207.63 Unrealized -0.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $347 Shares 2,806 Est. Cost $115.25 Unrealized +9.2%
IUSG ISHARES TR 0.1%
Value ($000) $337 Shares 2,242 Est. Cost $107.31 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $329 Shares 851 Est. Cost $484.22 Unrealized -20.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $324 Shares 3,005 Est. Cost $107.00 Unrealized -2.3%
JPMB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $323 Shares 8,279 Est. Cost $38.83 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $321 Shares 642 Est. Cost $486.10 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $320 Shares 1,438 Est. Cost $214.11 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $314 Shares 4,657 Est. Cost $64.76 Unrealized +0.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $312 Shares 1,364 Est. Cost $229.63 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $308 Shares 13,091 Est. Cost $22.41 Unrealized -8.1%
TPR TAPESTRY INC 0.1%
Value ($000) $297 Shares 3,386 Est. Cost $74.58 Unrealized +0.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $291 Shares 3,636 Est. Cost $67.66 Unrealized +5.1%
TFC TRUIST FINL CORP 0.0%
Value ($000) $286 Shares 6,664 Est. Cost $34.94 Unrealized +8.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $286 Shares 6,313 Est. Cost $33.64 Unrealized +30.1%
HERD PACER FDS TR 0.0%
Value ($000) $282 Shares 7,091 Est. Cost $39.83 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $281 Shares 4,889 Est. Cost $53.59 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $276 Shares 2,089 Est. Cost $162.33 Unrealized -19.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $270 Shares 4,611 Est. Cost $55.95 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $269 Shares 488 Est. Cost $495.97 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $269 Shares 3,831 Est. Cost $54.94 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $266 Shares 960 Est. Cost $250.91 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $251 Shares 4,849 Est. Cost $62.91 Unrealized -14.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $251 Shares 2,335 Est. Cost $101.18 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $249 Shares 5,273 Est. Cost $36.84 Unrealized +12.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $240 Shares 972 Est. Cost $239.20 Unrealized -0.9%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $219 Shares 4,019 Est. Cost $50.11 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $216 Shares 2,407 Est. Cost $96.79 Unrealized -9.1%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $215 Shares 3,024 Est. Cost $63.54 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value ($000) $214 Shares 2,212 Est. Cost $96.73 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $213 Shares 1,097 Est. Cost $194.26 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $212 Shares 579 Est. Cost $277.94 Unrealized +28.1%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $205 Shares 1,305 Est. Cost $157.42 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $204 Shares 2,840 Est. Cost $87.13 Unrealized -17.4%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $203 Shares 3,268 Est. Cost $57.93 Unrealized 0.0%