Bryn Mawr Capital Management, LLC Diversified Active

CIK: 0001700481 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value ($000): $1,826,879 (100.0% shares, 0.0% debt)

Holdings (419)

IVV ISHARES TR 5.6%
Value ($000) $102,197 Shares 164,595 Est. Cost $316.59 Unrealized
BND VANGUARD BD INDEX FDS 5.0%
Value ($000) $90,665 Shares 1,231,360 Est. Cost $72.47 Unrealized
MSFT MICROSOFT CORP 4.8%
Value ($000) $87,627 Shares 176,166 Est. Cost $274.34 Unrealized +57.6%
AAPL APPLE INC 4.2%
Value ($000) $76,503 Shares 372,877 Est. Cost $172.71 Unrealized +16.6%
IWY ISHARES TR 3.2%
Value ($000) $57,824 Shares 234,572 Est. Cost $150.97 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.5%
Value ($000) $45,135 Shares 791,710 Est. Cost $48.15 Unrealized
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $38,848 Shares 134,002 Est. Cost $128.52 Unrealized +96.6%
GOOGL ALPHABET INC 1.8%
Value ($000) $33,064 Shares 187,619 Est. Cost $106.26 Unrealized +53.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $32,072 Shares 66,024 Est. Cost $299.27 Unrealized +69.7%
QUAL ISHARES TR 1.7%
Value ($000) $31,595 Shares 172,820 Est. Cost $143.76 Unrealized
VOT VANGUARD INDEX FDS 1.6%
Value ($000) $28,762 Shares 101,136 Est. Cost $167.94 Unrealized
CSCO CISCO SYS INC 1.5%
Value ($000) $27,622 Shares 398,130 Est. Cost $44.85 Unrealized +34.6%
AMZN AMAZON COM INC 1.5%
Value ($000) $27,354 Shares 124,683 Est. Cost $135.98 Unrealized +45.5%
ORCL ORACLE CORP 1.4%
Value ($000) $26,384 Shares 120,678 Est. Cost $82.32 Unrealized +95.3%
JPST J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $24,945 Shares 492,206 Est. Cost $50.20 Unrealized
RTX RTX CORPORATION 1.1%
Value ($000) $20,956 Shares 143,513 Est. Cost $88.27 Unrealized +49.3%
MRK MERCK & CO INC 1.0%
Value ($000) $19,005 Shares 240,079 Est. Cost $93.24 Unrealized -17.0%
IWX ISHARES TR 1.0%
Value ($000) $18,662 Shares 221,662 Est. Cost $74.88 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $17,343 Shares 113,539 Est. Cost $150.50 Unrealized +0.2%
JCI JOHNSON CTLS INTL PLC 0.9%
Value ($000) $17,216 Shares 163,003 Est. Cost $57.76 Unrealized +58.9%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $16,923 Shares 57,408 Est. Cost $133.41 Unrealized +90.3%
HD HOME DEPOT INC 0.9%
Value ($000) $16,605 Shares 45,290 Est. Cost $278.38 Unrealized +27.9%
COWZ PACER FDS TR 0.9%
Value ($000) $15,814 Shares 287,009 Est. Cost $54.01 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $15,756 Shares 21,346 Est. Cost $277.39 Unrealized +122.3%
DHR DANAHER CORPORATION 0.8%
Value ($000) $15,376 Shares 77,837 Est. Cost $228.39 Unrealized -15.5%
ABT ABBOTT LABS 0.8%
Value ($000) $15,160 Shares 111,466 Est. Cost $102.73 Unrealized +27.1%
VOE VANGUARD INDEX FDS 0.8%
Value ($000) $14,509 Shares 88,220 Est. Cost $152.14 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $14,292 Shares 23,133 Est. Cost $361.25 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $13,952 Shares 47,753 Est. Cost $254.59 Unrealized +19.2%
CME CME GROUP INC 0.7%
Value ($000) $13,473 Shares 48,881 Est. Cost $205.08 Unrealized +30.9%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $12,738 Shares 88,961 Est. Cost $145.36 Unrealized -5.8%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $12,482 Shares 78,347 Est. Cost $138.30 Unrealized +16.2%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $12,439 Shares 60,774 Est. Cost $112.23 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $12,371 Shares 114,758 Est. Cost $99.68 Unrealized +4.9%
MDT MEDTRONIC PLC 0.7%
Value ($000) $12,302 Shares 141,126 Est. Cost $76.81 Unrealized +8.7%
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $12,239 Shares 91,811 Est. Cost $111.11 Unrealized
KLAC KLA CORP 0.7%
Value ($000) $12,189 Shares 13,607 Est. Cost $487.84 Unrealized +53.4%
BLK BLACKROCK INC 0.7%
Value ($000) $12,031 Shares 11,466 Est. Cost $986.82 Unrealized -5.4%
GOOG ALPHABET INC 0.6%
Value ($000) $11,788 Shares 66,453 Est. Cost $120.41 Unrealized +36.9%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $11,666 Shares 20,537 Est. Cost $466.87 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $11,520 Shares 93,289 Est. Cost $74.81 Unrealized +68.3%
COP CONOCOPHILLIPS 0.6%
Value ($000) $11,054 Shares 123,180 Est. Cost $107.94 Unrealized -18.5%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.6%
Value ($000) $10,982 Shares 132,640 Est. Cost $71.08 Unrealized +10.6%
TFC TRUIST FINL CORP 0.6%
Value ($000) $10,852 Shares 252,437 Est. Cost $31.62 Unrealized +20.2%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $10,818 Shares 160,410 Est. Cost $58.38 Unrealized +11.6%
RPRX ROYALTY PHARMA PLC 0.6%
Value ($000) $10,813 Shares 300,126 Est. Cost $31.62 Unrealized +4.8%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $10,184 Shares 34,072 Est. Cost $296.28 Unrealized +2.2%
KDP KEURIG DR PEPPER INC 0.6%
Value ($000) $10,107 Shares 305,721 Est. Cost $29.67 Unrealized +11.3%
GPC GENUINE PARTS CO 0.5%
Value ($000) $9,582 Shares 78,990 Est. Cost $155.72 Unrealized -24.4%
IWF ISHARES TR 0.5%
Value ($000) $9,544 Shares 22,478 Est. Cost $245.44 Unrealized
T AT&T INC 0.5%
Value ($000) $9,473 Shares 327,329 Est. Cost $16.05 Unrealized +68.0%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $9,441 Shares 39,663 Est. Cost $159.90 Unrealized +28.9%
SCZ ISHARES TR 0.5%
Value ($000) $9,285 Shares 127,749 Est. Cost $61.40 Unrealized
EVRG EVERGY INC 0.5%
Value ($000) $9,015 Shares 130,784 Est. Cost $52.44 Unrealized +25.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $8,981 Shares 28,789 Est. Cost $464.27 Unrealized -19.2%
V VISA INC 0.5%
Value ($000) $8,973 Shares 25,274 Est. Cost $225.80 Unrealized +53.7%
PSX PHILLIPS 66 0.5%
Value ($000) $8,843 Shares 74,126 Est. Cost $102.71 Unrealized +6.6%
J JACOBS SOLUTIONS INC 0.5%
Value ($000) $8,784 Shares 66,824 Est. Cost $99.36 Unrealized +23.3%
FE FIRSTENERGY CORP 0.5%
Value ($000) $8,694 Shares 215,942 Est. Cost $35.06 Unrealized +14.9%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $8,367 Shares 15,168 Est. Cost $385.08 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $8,361 Shares 52,922 Est. Cost $117.20 Unrealized +7.4%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $8,104 Shares 95,550 Est. Cost $85.25 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $7,975 Shares 43,882 Est. Cost $151.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $7,940 Shares 183,506 Est. Cost $34.33 Unrealized +21.8%
IJK ISHARES TR 0.4%
Value ($000) $7,705 Shares 84,683 Est. Cost $77.56 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $7,674 Shares 27,839 Est. Cost $198.85 Unrealized +8.6%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $7,630 Shares 295,500 Est. Cost $31.44 Unrealized -15.2%
SYY SYSCO CORP 0.4%
Value ($000) $7,273 Shares 96,031 Est. Cost $70.38 Unrealized +1.0%
NTR NUTRIEN LTD 0.4%
Value ($000) $7,219 Shares 123,955 Est. Cost $52.53 Unrealized +6.6%
PEP PEPSICO INC 0.4%
Value ($000) $6,993 Shares 52,957 Est. Cost $165.33 Unrealized -20.7%
KIM KIMCO RLTY CORP 0.4%
Value ($000) $6,608 Shares 314,360 Est. Cost $22.13 Unrealized -9.3%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $6,503 Shares 81,801 Est. Cost $75.62 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $6,139 Shares 10,925 Est. Cost $374.90 Unrealized +47.1%
EEM ISHARES TR 0.3%
Value ($000) $6,119 Shares 126,846 Est. Cost $43.98 Unrealized
IDXX IDEXX LABS INC 0.3%
Value ($000) $6,035 Shares 11,252 Est. Cost $496.75 Unrealized -3.7%
D DOMINION ENERGY INC 0.3%
Value ($000) $5,918 Shares 104,710 Est. Cost $52.10 Unrealized +2.0%
MUSA MURPHY USA INC 0.3%
Value ($000) $5,876 Shares 14,444 Est. Cost $452.94 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $5,859 Shares 34,016 Est. Cost $230.83 Unrealized -21.8%
VPU VANGUARD WORLD FD 0.3%
Value ($000) $5,783 Shares 32,762 Est. Cost $139.66 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $5,768 Shares 63,242 Est. Cost $112.12 Unrealized -14.4%
AGG ISHARES TR 0.3%
Value ($000) $5,727 Shares 57,735 Est. Cost $98.91 Unrealized
GVI ISHARES TR 0.3%
Value ($000) $5,689 Shares 53,270 Est. Cost $102.49 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $5,677 Shares 51,561 Est. Cost $70.31 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $5,555 Shares 22,858 Est. Cost $146.04 Unrealized +60.9%
KO COCA COLA CO 0.3%
Value ($000) $5,401 Shares 76,338 Est. Cost $53.15 Unrealized +31.3%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $5,397 Shares 29,634 Est. Cost $85.14 Unrealized +96.6%
QLD PROSHARES TR 0.3%
Value ($000) $5,289 Shares 44,931 Est. Cost $59.35 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $5,285 Shares 12,056 Est. Cost $146.46 Unrealized
FAST FASTENAL CO 0.3%
Value ($000) $5,103 Shares 121,503 Est. Cost $33.18 Unrealized +20.9%
IJJ ISHARES TR 0.3%
Value ($000) $4,875 Shares 39,452 Est. Cost $100.84 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $4,859 Shares 70,840 Est. Cost $28.86 Unrealized -5.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $4,287 Shares 4,330 Est. Cost $677.20 Unrealized +46.3%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $4,195 Shares 23,735 Est. Cost $121.85 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $4,174 Shares 5,976 Est. Cost $296.56 Unrealized +111.9%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $4,152 Shares 25,525 Est. Cost $233.44 Unrealized -24.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $4,079 Shares 5,233 Est. Cost $578.62 Unrealized +33.7%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $3,982 Shares 13,102 Est. Cost $190.28 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $3,955 Shares 15,618 Est. Cost $115.13 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $3,884 Shares 5,488 Est. Cost $320.31 Unrealized +78.5%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $3,859 Shares 55,228 Est. Cost $67.80 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $3,814 Shares 32,323 Est. Cost $139.69 Unrealized -21.0%
GPN GLOBAL PMTS INC 0.2%
Value ($000) $3,697 Shares 46,187 Est. Cost $107.24 Unrealized -26.8%
LOW LOWES COS INC 0.2%
Value ($000) $3,642 Shares 16,415 Est. Cost $205.04 Unrealized +7.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $3,445 Shares 14,795 Est. Cost $162.83 Unrealized +22.6%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $3,407 Shares 18,613 Est. Cost $154.19 Unrealized +2.1%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $3,367 Shares 8,305 Est. Cost $532.99 Unrealized -21.8%
IEMG ISHARES INC 0.2%
Value ($000) $3,355 Shares 55,894 Est. Cost $52.91 Unrealized
SNA SNAP ON INC 0.2%
Value ($000) $3,292 Shares 10,578 Est. Cost $237.77 Unrealized +31.5%
IAU ISHARES GOLD TR 0.2%
Value ($000) $3,237 Shares 51,910 Est. Cost $54.55 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $3,150 Shares 35,075 Est. Cost $44.49 Unrealized +89.0%
MUB ISHARES TR 0.2%
Value ($000) $3,137 Shares 30,029 Est. Cost $105.30 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $3,093 Shares 37,303 Est. Cost $78.91 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $3,091 Shares 33,610 Est. Cost $88.05 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $3,077 Shares 10,093 Est. Cost $246.08 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $3,042 Shares 38,650 Est. Cost $76.98 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $3,040 Shares 49,015 Est. Cost $85.58 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $3,036 Shares 31,590 Est. Cost $96.03 Unrealized +1.8%
EFA ISHARES TR 0.2%
Value ($000) $3,018 Shares 33,763 Est. Cost $70.69 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $3,007 Shares 36,017 Est. Cost $65.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,985 Shares 60,362 Est. Cost $44.53 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $2,927 Shares 17,864 Est. Cost $170.48 Unrealized -10.6%
AMGN AMGEN INC 0.2%
Value ($000) $2,789 Shares 9,988 Est. Cost $223.22 Unrealized +24.4%
IWD ISHARES TR 0.2%
Value ($000) $2,780 Shares 14,315 Est. Cost $157.21 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $2,759 Shares 8,124 Est. Cost $166.92 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,715 Shares 45,400 Est. Cost $59.49 Unrealized
HPQ HP INC 0.1%
Value ($000) $2,677 Shares 109,464 Est. Cost $24.60 Unrealized +0.5%
NFLX NETFLIX INC 0.1%
Value ($000) $2,664 Shares 1,989 Est. Cost $41.58 Unrealized +171.9%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,637 Shares 99,502 Est. Cost $50.93 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $2,614 Shares 127,814 Est. Cost $13.49 Unrealized +22.1%
NOW SERVICENOW INC 0.1%
Value ($000) $2,549 Shares 2,479 Est. Cost $136.62 Unrealized +38.1%
TSLA TESLA INC 0.1%
Value ($000) $2,472 Shares 7,783 Est. Cost $225.61 Unrealized +33.5%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2,466 Shares 426 Est. Cost $3119.24 Unrealized +63.3%
IJR ISHARES TR 0.1%
Value ($000) $2,355 Shares 21,544 Est. Cost $75.09 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $2,290 Shares 23,910 Est. Cost $95.33 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $2,288 Shares 14,669 Est. Cost $173.90 Unrealized -9.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $2,261 Shares 18,236 Est. Cost $94.61 Unrealized +8.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,257 Shares 32,512 Est. Cost $67.80 Unrealized +0.4%
ITA ISHARES TR 0.1%
Value ($000) $2,165 Shares 11,476 Est. Cost $126.17 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $2,146 Shares 10,982 Est. Cost $124.45 Unrealized
NKE NIKE INC 0.1%
Value ($000) $2,143 Shares 30,163 Est. Cost $101.95 Unrealized -42.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $2,128 Shares 25,276 Est. Cost $50.74 Unrealized +55.5%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $2,087 Shares 3,146 Est. Cost $323.28 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,049 Shares 9,869 Est. Cost $153.88 Unrealized +13.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,044 Shares 34,867 Est. Cost $36.41 Unrealized +53.6%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,014 Shares 82,388 Est. Cost $30.67 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1,995 Shares 13,336 Est. Cost $87.11 Unrealized +55.1%
CTVA CORTEVA INC 0.1%
Value ($000) $1,993 Shares 26,743 Est. Cost $54.13 Unrealized +22.2%
INTC INTEL CORP 0.1%
Value ($000) $1,976 Shares 88,231 Est. Cost $33.96 Unrealized -39.0%
CRM SALESFORCE INC 0.1%
Value ($000) $1,976 Shares 7,246 Est. Cost $217.64 Unrealized +22.2%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $1,973 Shares 40,232 Est. Cost $49.56 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,960 Shares 21,387 Est. Cost $90.57 Unrealized -6.0%
PFE PFIZER INC 0.1%
Value ($000) $1,866 Shares 76,960 Est. Cost $35.07 Unrealized -36.3%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $1,849 Shares 19,669 Est. Cost $71.97 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $1,790 Shares 3,261 Est. Cost $404.67 Unrealized +30.1%
ECL ECOLAB INC 0.1%
Value ($000) $1,751 Shares 6,499 Est. Cost $192.43 Unrealized +31.1%
DGRO ISHARES TR 0.1%
Value ($000) $1,737 Shares 27,172 Est. Cost $53.69 Unrealized
AMTM AMENTUM HOLDINGS INC 0.1%
Value ($000) $1,717 Shares 72,728 Est. Cost $26.53 Unrealized -21.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,703 Shares 5,339 Est. Cost $174.77 Unrealized +59.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,687 Shares 4,914 Est. Cost $281.39 Unrealized +22.4%
UNP UNION PAC CORP 0.1%
Value ($000) $1,675 Shares 7,279 Est. Cost $201.07 Unrealized +8.7%
IEI ISHARES TR 0.1%
Value ($000) $1,643 Shares 13,796 Est. Cost $115.05 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $1,641 Shares 31,103 Est. Cost $50.09 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,638 Shares 10,762 Est. Cost $87.54 Unrealized +61.4%
GE GE AEROSPACE 0.1%
Value ($000) $1,633 Shares 6,344 Est. Cost $103.96 Unrealized +110.3%
FLOT ISHARES TR 0.1%
Value ($000) $1,615 Shares 31,655 Est. Cost $51.01 Unrealized
QDF FLEXSHARES TR 0.1%
Value ($000) $1,565 Shares 21,387 Est. Cost $42.31 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $1,514 Shares 18,081 Est. Cost $78.94 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $1,514 Shares 13,124 Est. Cost $68.39 Unrealized +46.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,484 Shares 11,134 Est. Cost $89.89 Unrealized +26.3%
IWM ISHARES TR 0.1%
Value ($000) $1,482 Shares 6,868 Est. Cost $173.48 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,458 Shares 2 Est. Cost $448761.72 Unrealized +69.8%
DBEF DBX ETF TR 0.1%
Value ($000) $1,447 Shares 33,068 Est. Cost $43.59 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,442 Shares 10,575 Est. Cost $39.97 Unrealized +193.4%
ABBV ABBVIE INC 0.1%
Value ($000) $1,431 Shares 7,707 Est. Cost $156.27 Unrealized +16.9%
F FORD MTR CO 0.1%
Value ($000) $1,424 Shares 131,259 Est. Cost $11.13 Unrealized -11.3%
ADBE ADOBE INC 0.1%
Value ($000) $1,414 Shares 3,656 Est. Cost $506.24 Unrealized -23.9%
SUB ISHARES TR 0.1%
Value ($000) $1,402 Shares 13,185 Est. Cost $104.27 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,401 Shares 6,407 Est. Cost $152.52 Unrealized +46.3%
NVS NOVARTIS AG 0.1%
Value ($000) $1,364 Shares 11,271 Est. Cost $101.95 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,360 Shares 3,438 Est. Cost $277.71 Unrealized +33.8%
IWN ISHARES TR 0.1%
Value ($000) $1,314 Shares 8,329 Est. Cost $115.93 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,255 Shares 8,842 Est. Cost $115.91 Unrealized -6.1%
COR CENCORA INC 0.1%
Value ($000) $1,225 Shares 4,086 Est. Cost $136.20 Unrealized +110.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,211 Shares 2,228 Est. Cost $370.47 Unrealized +41.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,211 Shares 23,120 Est. Cost $38.61 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,209 Shares 13,270 Est. Cost $65.08 Unrealized +29.0%
ROST ROSS STORES INC 0.1%
Value ($000) $1,207 Shares 9,461 Est. Cost $93.21 Unrealized +47.8%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,206 Shares 29,572 Est. Cost $49.81 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,176 Shares 3,814 Est. Cost $235.16 Unrealized +28.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,164 Shares 37,522 Est. Cost $24.56 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $1,155 Shares 3,987 Est. Cost $203.00 Unrealized +41.4%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,125 Shares 4,019 Est. Cost $206.12 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,121 Shares 5,348 Est. Cost $196.52 Unrealized -3.9%
EOG EOG RES INC 0.1%
Value ($000) $1,092 Shares 9,127 Est. Cost $113.87 Unrealized -1.6%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $1,084 Shares 29,143 Est. Cost $32.19 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,079 Shares 11,033 Est. Cost $93.78 Unrealized +1.0%
GOVT ISHARES TR 0.1%
Value ($000) $1,078 Shares 46,909 Est. Cost $22.98 Unrealized
VTEI VANGUARD MUN BD FDS 0.1%
Value ($000) $1,052 Shares 10,677 Est. Cost $98.63 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $988 Shares 5,969 Est. Cost $183.98 Unrealized -19.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $985 Shares 2,127 Est. Cost $424.39 Unrealized +8.2%
ETN EATON CORP PLC 0.1%
Value ($000) $978 Shares 2,739 Est. Cost $233.35 Unrealized +31.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $978 Shares 17,198 Est. Cost $55.63 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $974 Shares 2,227 Est. Cost $287.15 Unrealized +36.9%
HSY HERSHEY CO 0.1%
Value ($000) $946 Shares 5,701 Est. Cost $179.18 Unrealized -9.8%
SO SOUTHERN CO 0.1%
Value ($000) $937 Shares 10,209 Est. Cost $64.49 Unrealized +36.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $937 Shares 3,321 Est. Cost $271.76 Unrealized -1.3%
INTU INTUIT 0.1%
Value ($000) $935 Shares 1,187 Est. Cost $475.71 Unrealized +41.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $916 Shares 27,102 Est. Cost $49.13 Unrealized -30.9%
KELLANOVA 0.0%
Value ($000) $905 Shares 11,377 Est. Cost $54.90 Unrealized +46.1%
GLW CORNING INC 0.0%
Value ($000) $894 Shares 17,003 Est. Cost $29.64 Unrealized +56.2%
WRB BERKLEY W R CORP 0.0%
Value ($000) $893 Shares 12,156 Est. Cost $60.50 Unrealized +15.6%
MSCI MSCI INC 0.0%
Value ($000) $879 Shares 1,524 Est. Cost $502.28 Unrealized +9.3%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $871 Shares 8,029 Est. Cost $96.93 Unrealized
SCHY SCHWAB STRATEGIC TR 0.0%
Value ($000) $865 Shares 31,634 Est. Cost $24.00 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $863 Shares 1,636 Est. Cost $399.36 Unrealized +24.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $855 Shares 4,246 Est. Cost $149.36 Unrealized +31.8%
GEV GE VERNOVA INC 0.0%
Value ($000) $850 Shares 1,606 Est. Cost $181.86 Unrealized +128.7%
BAC BANK AMERICA CORP 0.0%
Value ($000) $844 Shares 17,838 Est. Cost $30.86 Unrealized +34.3%
SMIN ISHARES TR 0.0%
Value ($000) $826 Shares 10,701 Est. Cost $78.18 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $825 Shares 5,181 Est. Cost $139.68 Unrealized +3.8%
ABNB AIRBNB INC 0.0%
Value ($000) $824 Shares 6,224 Est. Cost $158.21 Unrealized -19.9%
PPG PPG INDS INC 0.0%
Value ($000) $821 Shares 7,214 Est. Cost $130.49 Unrealized -18.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $812 Shares 7,906 Est. Cost $110.74 Unrealized -11.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $811 Shares 13,795 Est. Cost $58.46 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $794 Shares 8,161 Est. Cost $74.98 Unrealized +5.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $772 Shares 743 Est. Cost $473.40 Unrealized +118.2%
SLQT SELECTQUOTE INC 0.0%
Value ($000) $768 Shares 322,580 Est. Cost $20.53 Unrealized -87.2%
C CITIGROUP INC 0.0%
Value ($000) $762 Shares 8,953 Est. Cost $42.80 Unrealized +66.3%
QYLD GLOBAL X FDS 0.0%
Value ($000) $739 Shares 44,209 Est. Cost $19.59 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $739 Shares 16,321 Est. Cost $41.53 Unrealized -1.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $737 Shares 6,859 Est. Cost $88.47 Unrealized +13.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $737 Shares 2,878 Est. Cost $216.26 Unrealized +7.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $736 Shares 3,387 Est. Cost $129.16 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $733 Shares 3,092 Est. Cost $169.28 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $728 Shares 6,502 Est. Cost $89.23 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $726 Shares 2,943 Est. Cost $128.26 Unrealized +91.1%
UPRO PROSHARES TR 0.0%
Value ($000) $725 Shares 7,929 Est. Cost $41.17 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $709 Shares 2,954 Est. Cost $211.79 Unrealized +15.0%
AON AON PLC 0.0%
Value ($000) $706 Shares 1,979 Est. Cost $381.59 Unrealized -5.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $668 Shares 9,486 Est. Cost $68.73 Unrealized -21.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $657 Shares 4,875 Est. Cost $136.42 Unrealized
GBF ISHARES TR 0.0%
Value ($000) $656 Shares 6,280 Est. Cost $102.92 Unrealized
DOW DOW INC 0.0%
Value ($000) $654 Shares 24,701 Est. Cost $43.92 Unrealized -36.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $650 Shares 1,673 Est. Cost $236.60 Unrealized +39.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $625 Shares 1,337 Est. Cost $405.67 Unrealized +1.9%
STT STATE STR CORP 0.0%
Value ($000) $623 Shares 5,857 Est. Cost $81.00 Unrealized +11.8%
SHEL SHELL PLC 0.0%
Value ($000) $589 Shares 8,367 Est. Cost $66.12 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $584 Shares 8,449 Est. Cost $58.53 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $572 Shares 154 Est. Cost $3166.27 Unrealized +16.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $567 Shares 4,221 Est. Cost $122.18 Unrealized +0.1%
TRGP TARGA RES CORP 0.0%
Value ($000) $566 Shares 3,250 Est. Cost $179.54 Unrealized -7.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $557 Shares 2,723 Est. Cost $185.23 Unrealized +0.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $556 Shares 7,808 Est. Cost $42.05 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $554 Shares 6,811 Est. Cost $69.47 Unrealized +12.4%
EFV ISHARES TR 0.0%
Value ($000) $554 Shares 8,732 Est. Cost $50.22 Unrealized
STE STERIS PLC 0.0%
Value ($000) $552 Shares 2,298 Est. Cost $227.28 Unrealized +2.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $550 Shares 7,253 Est. Cost $75.56 Unrealized -2.8%
DE DEERE & CO 0.0%
Value ($000) $549 Shares 1,080 Est. Cost $224.11 Unrealized +116.3%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $543 Shares 2,067 Est. Cost $221.60 Unrealized +9.1%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $541 Shares 3,122 Est. Cost $168.35 Unrealized -7.8%
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $541 Shares 16,951 Est. Cost $35.08 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $539 Shares 6,113 Est. Cost $91.42 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $536 Shares 3,854 Est. Cost $134.78 Unrealized +4.7%
SHY ISHARES TR 0.0%
Value ($000) $536 Shares 6,467 Est. Cost $84.18 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $532 Shares 1,116 Est. Cost $448.63 Unrealized -1.3%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $527 Shares 4,878 Est. Cost $98.06 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $527 Shares 3,900 Est. Cost $84.80 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $526 Shares 2,271 Est. Cost $166.17 Unrealized +42.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $515 Shares 20,056 Est. Cost $30.62 Unrealized -16.5%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $515 Shares 7,682 Est. Cost $45.26 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $506 Shares 1,339 Est. Cost $320.76 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $501 Shares 5,489 Est. Cost $74.41 Unrealized +11.8%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $479 Shares 11,324 Est. Cost $36.56 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $478 Shares 4,727 Est. Cost $70.20 Unrealized +24.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $476 Shares 5,924 Est. Cost $75.84 Unrealized +2.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $470 Shares 829 Est. Cost $566.48 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $464 Shares 4,699 Est. Cost $120.34 Unrealized -22.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $462 Shares 2,480 Est. Cost $141.47 Unrealized +17.3%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $458 Shares 7,813 Est. Cost $47.84 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $457 Shares 8,140 Est. Cost $50.88 Unrealized 0.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $454 Shares 7,336 Est. Cost $20.81 Unrealized +77.4%
UYG PROSHARES TR 0.0%
Value ($000) $452 Shares 4,734 Est. Cost $43.61 Unrealized
IQDF FLEXSHARES TR 0.0%
Value ($000) $450 Shares 16,618 Est. Cost $23.38 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $440 Shares 4,051 Est. Cost $108.59 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $438 Shares 2,246 Est. Cost $166.63 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $438 Shares 3,711 Est. Cost $112.90 Unrealized +2.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $431 Shares 15,322 Est. Cost $15.57 Unrealized +37.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $423 Shares 1,710 Est. Cost $223.24 Unrealized +6.2%
LIN LINDE PLC 0.0%
Value ($000) $417 Shares 889 Est. Cost $393.88 Unrealized +14.8%
IDV ISHARES TR 0.0%
Value ($000) $412 Shares 11,938 Est. Cost $29.80 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $412 Shares 8,190 Est. Cost $50.27 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $409 Shares 1,939 Est. Cost $112.10 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $407 Shares 6,393 Est. Cost $59.75 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $406 Shares 1,523 Est. Cost $257.53 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $406 Shares 2,924 Est. Cost $114.33 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $405 Shares 5,563 Est. Cost $73.76 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $398 Shares 4,963 Est. Cost $56.13 Unrealized +26.8%
EFX EQUIFAX INC 0.0%
Value ($000) $395 Shares 1,523 Est. Cost $209.66 Unrealized +20.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $393 Shares 4,322 Est. Cost $87.48 Unrealized +2.9%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $390 Shares 14,083 Est. Cost $43.53 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $388 Shares 4,751 Est. Cost $61.56 Unrealized
FFIV F5 INC 0.0%
Value ($000) $384 Shares 1,304 Est. Cost $158.82 Unrealized +73.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $382 Shares 1,024 Est. Cost $358.83 Unrealized +2.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $381 Shares 1,600 Est. Cost $174.46 Unrealized +38.4%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $380 Shares 1,631 Est. Cost $204.95 Unrealized +8.4%
IWS ISHARES TR 0.0%
Value ($000) $379 Shares 2,871 Est. Cost $106.67 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $379 Shares 12,903 Est. Cost $16.11 Unrealized +66.1%
NYF ISHARES TR 0.0%
Value ($000) $377 Shares 7,226 Est. Cost $51.58 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $375 Shares 3,962 Est. Cost $70.63 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $373 Shares 4,491 Est. Cost $80.59 Unrealized +0.9%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $371 Shares 4,072 Est. Cost $92.27 Unrealized 0.0%
CZFS CITIZENS FINL SVCS INC 0.0%
Value ($000) $370 Shares 6,305 Est. Cost $49.44 Unrealized +14.7%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $369 Shares 3,656 Est. Cost $148.76 Unrealized -36.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $368 Shares 826 Est. Cost $463.68 Unrealized -0.6%
UNILEVER PLC 0.0%
Value ($000) $363 Shares 5,935 Est. Cost $49.85 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $361 Shares 5,011 Est. Cost $76.04 Unrealized -5.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $360 Shares 1,693 Est. Cost $186.26 Unrealized -0.7%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $360 Shares 1,644 Est. Cost $182.65 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $357 Shares 5,151 Est. Cost $69.97 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $357 Shares 2,419 Est. Cost $99.02 Unrealized
PFFA ETFIS SER TR I 0.0%
Value ($000) $356 Shares 17,074 Est. Cost $21.33 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $355 Shares 1,976 Est. Cost $161.93 Unrealized +6.3%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $353 Shares 10,483 Est. Cost $25.62 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $352 Shares 3,483 Est. Cost $100.93 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $348 Shares 1,220 Est. Cost $175.31 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $345 Shares 11,269 Est. Cost $41.02 Unrealized -16.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $339 Shares 2,821 Est. Cost $140.53 Unrealized -7.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $336 Shares 630 Est. Cost $413.31 Unrealized +18.6%
GRMN GARMIN LTD 0.0%
Value ($000) $332 Shares 1,589 Est. Cost $113.82 Unrealized +72.3%
SMH VANECK ETF TRUST 0.0%
Value ($000) $327 Shares 1,173 Est. Cost $278.79 Unrealized
JBBB JANUS DETROIT STR TR 0.0%
Value ($000) $326 Shares 6,762 Est. Cost $48.67 Unrealized
WTAI WISDOMTREE TR 0.0%
Value ($000) $324 Shares 13,188 Est. Cost $19.93 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $321 Shares 2,488 Est. Cost $120.95 Unrealized +8.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $319 Shares 2,880 Est. Cost $75.27 Unrealized +38.7%
CI THE CIGNA GROUP 0.0%
Value ($000) $318 Shares 962 Est. Cost $237.22 Unrealized +34.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $317 Shares 2,391 Est. Cost $104.34 Unrealized +25.8%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $316 Shares 844 Est. Cost $350.35 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $316 Shares 782 Est. Cost $290.18 Unrealized +44.2%
SHYD VANECK ETF TRUST 0.0%
Value ($000) $315 Shares 13,958 Est. Cost $22.13 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $314 Shares 2,229 Est. Cost $101.04 Unrealized +19.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $312 Shares 1,364 Est. Cost $182.13 Unrealized +26.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $312 Shares 1,431 Est. Cost $162.62 Unrealized +25.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $307 Shares 3,786 Est. Cost $74.55 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $299 Shares 2,054 Est. Cost $141.84 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $297 Shares 3,991 Est. Cost $80.63 Unrealized -19.4%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $297 Shares 1,526 Est. Cost $172.54 Unrealized
L LOEWS CORP 0.0%
Value ($000) $295 Shares 3,220 Est. Cost $66.46 Unrealized +31.8%
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $294 Shares 14,053 Est. Cost $19.10 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $294 Shares 2,020 Est. Cost $137.31 Unrealized +7.4%
INCY INCYTE CORP 0.0%
Value ($000) $293 Shares 4,298 Est. Cost $63.04 Unrealized +0.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $287 Shares 4,577 Est. Cost $55.50 Unrealized +3.9%
NDSN NORDSON CORP 0.0%
Value ($000) $281 Shares 1,310 Est. Cost $234.05 Unrealized -15.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $277 Shares 858 Est. Cost $263.84 Unrealized 0.0%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $276 Shares 3,200 Est. Cost $64.11 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $275 Shares 706 Est. Cost $482.34 Unrealized -17.8%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $274 Shares 1,809 Est. Cost $112.91 Unrealized +18.1%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $272 Shares 24,650 Est. Cost $29.18 Unrealized -66.9%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $272 Shares 5,359 Est. Cost $50.71 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $268 Shares 609 Est. Cost $376.87 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $266 Shares 6,210 Est. Cost $42.83 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $265 Shares 1,101 Est. Cost $206.92 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $264 Shares 3,555 Est. Cost $99.22 Unrealized -31.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $258 Shares 2,488 Est. Cost $101.98 Unrealized 0.0%
MMS MAXIMUS INC 0.0%
Value ($000) $255 Shares 3,637 Est. Cost $84.98 Unrealized -17.3%
TPR TAPESTRY INC 0.0%
Value ($000) $251 Shares 2,854 Est. Cost $74.57 Unrealized +0.5%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $250 Shares 3,626 Est. Cost $94.28 Unrealized
CAC CAMDEN NATL CORP 0.0%
Value ($000) $250 Shares 6,161 Est. Cost $41.58 Unrealized -8.7%
BMI BADGER METER INC 0.0%
Value ($000) $247 Shares 1,007 Est. Cost $225.32 Unrealized 0.0%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $246 Shares 15,876 Est. Cost $14.27 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $244 Shares 10,228 Est. Cost $23.83 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $244 Shares 2,427 Est. Cost $85.61 Unrealized +21.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $242 Shares 875 Est. Cost $276.98 Unrealized
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $241 Shares 2,036 Est. Cost $125.23 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $240 Shares 1,425 Est. Cost $180.81 Unrealized -10.7%
LRGF ISHARES TR 0.0%
Value ($000) $240 Shares 3,747 Est. Cost $64.13 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $240 Shares 423 Est. Cost $562.13 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $238 Shares 1,792 Est. Cost $113.30 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $236 Shares 8,078 Est. Cost $48.53 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $236 Shares 3,980 Est. Cost $59.26 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $234 Shares 611 Est. Cost $358.58 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $233 Shares 13,363 Est. Cost $9.99 Unrealized +50.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $232 Shares 2,969 Est. Cost $72.95 Unrealized +3.9%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $231 Shares 638 Est. Cost $269.41 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $230 Shares 6,442 Est. Cost $33.91 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $227 Shares 1,400 Est. Cost $160.73 Unrealized -1.2%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $224 Shares 4,577 Est. Cost $48.99 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $224 Shares 4,050 Est. Cost $49.68 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $224 Shares 2,510 Est. Cost $89.07 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $223 Shares 2,374 Est. Cost $93.87 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $218 Shares 2,933 Est. Cost $53.26 Unrealized 0.0%
TRFK PACER FDS TR 0.0%
Value ($000) $217 Shares 3,671 Est. Cost $59.16 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $217 Shares 4,685 Est. Cost $58.98 Unrealized -20.0%
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $216 Shares 8,146 Est. Cost $24.95 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value ($000) $216 Shares 1,930 Est. Cost $108.58 Unrealized 0.0%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $215 Shares 8,020 Est. Cost $22.55 Unrealized +10.1%
PTC PTC INC 0.0%
Value ($000) $215 Shares 1,249 Est. Cost $161.15 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $213 Shares 2,649 Est. Cost $72.02 Unrealized +5.3%
IEUR ISHARES TR 0.0%
Value ($000) $212 Shares 3,200 Est. Cost $66.20 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $212 Shares 1,380 Est. Cost $141.83 Unrealized 0.0%
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $211 Shares 9,125 Est. Cost $17.78 Unrealized +25.1%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $210 Shares 1,548 Est. Cost $135.70 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $209 Shares 12,994 Est. Cost $16.06 Unrealized
MMSI MERIT MED SYS INC 0.0%
Value ($000) $208 Shares 2,225 Est. Cost $99.33 Unrealized -4.6%
SXI STANDEX INTL CORP 0.0%
Value ($000) $208 Shares 1,329 Est. Cost $149.94 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $208 Shares 6,537 Est. Cost $31.80 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $207 Shares 5,527 Est. Cost $35.88 Unrealized 0.0%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $206 Shares 2,968 Est. Cost $69.53 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $203 Shares 2,008 Est. Cost $74.89 Unrealized +28.4%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $202 Shares 2,037 Est. Cost $100.91 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $201 Shares 2,741 Est. Cost $67.32 Unrealized 0.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $179 Shares 13,717 Est. Cost $13.74 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $138 Shares 18,328 Est. Cost $20.84 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $133 Shares 14,915 Est. Cost $9.07 Unrealized -4.3%
CC CHEMOURS CO 0.0%
Value ($000) $119 Shares 10,417 Est. Cost $27.58 Unrealized -59.8%
TELFY TELEFONICA S A 0.0%
Value ($000) $100 Shares 19,209 Est. Cost $4.07 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $60 Shares 12,405 Est. Cost $4.42 Unrealized
AMPG AMPLITECH GROUP INC 0.0%
Value ($000) $23 Shares 10,775 Est. Cost $2.04 Unrealized -6.8%
TE T1 ENERGY INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.22 Unrealized 0.0%
CGTX COGNITION THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 23,337 Est. Cost $0.49 Unrealized -31.7%