KEYBANK NATIONAL ASSOCIATION/OH Diversified Active

Location: BROOKLYN, OH

CIK: 0001089877 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: Apr 24, 2026

Total Value ($000): $27,380,094 (100.0% shares, 0.0% debt)

Holdings (1,235)

New Positions (123)

PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $30,728 Shares 1,441,273 Est. Cost $15.78 Unrealized 0.0%
TDW TIDEWATER INC NEW 0.1%
Value ($000) $25,456 Shares 304,682 Est. Cost $64.06 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $9,801 Shares 183,017 Est. Cost $59.98 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $7,922 Shares 40,168 Est. Cost $190.39 Unrealized 0.0%
XVV ISHARES TR 0.0%
Value ($000) $7,851 Shares 159,517 Est. Cost $49.22 Unrealized
XJH ISHARES TR 0.0%
Value ($000) $5,234 Shares 115,370 Est. Cost $45.37 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $4,194 Shares 96,340 Est. Cost $43.54 Unrealized
NULG NUSHARES ETF TR 0.0%
Value ($000) $3,439 Shares 37,820 Est. Cost $90.94 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,147 Shares 43,244 Est. Cost $19.61 Unrealized 0.0%
BKMI BNY MELLON ETF TRUST II 0.0%
Value ($000) $978 Shares 37,460 Est. Cost $26.10 Unrealized
BMOP BNY MELLON ETF TRUST II 0.0%
Value ($000) $748 Shares 30,356 Est. Cost $24.63 Unrealized
RELX RELX PLC 0.0%
Value ($000) $713 Shares 21,520 Est. Cost $33.15 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $702 Shares 1,105 Est. Cost $516.50 Unrealized 0.0%
CURB CURBLINE PPTYS CORP 0.0%
Value ($000) $650 Shares 25,217 Est. Cost $25.79 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $646 Shares 5,496 Est. Cost $131.41 Unrealized 0.0%
QGEN QIAGEN NV 0.0%
Value ($000) $530 Shares 13,248 Est. Cost $50.32 Unrealized 0.0%
EMOP AB ACTIVE ETFS INC 0.0%
Value ($000) $503 Shares 11,468 Est. Cost $43.82 Unrealized
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value ($000) $452 Shares 4,286 Est. Cost $83.28 Unrealized 0.0%
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value ($000) $448 Shares 6,883 Est. Cost $65.09 Unrealized
E ENI SPA 0.0%
Value ($000) $439 Shares 7,748 Est. Cost $56.61 Unrealized
CNS COHEN & STEERS INC 0.0%
Value ($000) $417 Shares 6,671 Est. Cost $66.09 Unrealized 0.0%
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $409 Shares 4,433 Est. Cost $100.43 Unrealized 0.0%
RUSHA RUSH ENTERPRISES INC 0.0%
Value ($000) $405 Shares 6,132 Est. Cost $65.81 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $403 Shares 2,831 Est. Cost $97.84 Unrealized 0.0%
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value ($000) $377 Shares 6,663 Est. Cost $53.03 Unrealized 0.0%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $372 Shares 3,930 Est. Cost $94.58 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $367 Shares 7,217 Est. Cost $42.94 Unrealized 0.0%
POWL POWELL INDS INC 0.0%
Value ($000) $365 Shares 675 Est. Cost $471.13 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $365 Shares 3,853 Est. Cost $98.47 Unrealized 0.0%
AVNT AVIENT CORPORATION 0.0%
Value ($000) $359 Shares 9,899 Est. Cost $37.67 Unrealized 0.0%
PHIN PHINIA INC 0.0%
Value ($000) $358 Shares 5,232 Est. Cost $71.64 Unrealized 0.0%
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $357 Shares 16,476 Est. Cost $21.68 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $347 Shares 2,334 Est. Cost $143.63 Unrealized 0.0%
IMVT IMMUNOVANT INC 0.0%
Value ($000) $342 Shares 13,784 Est. Cost $26.26 Unrealized 0.0%
PLXS PLEXUS CORP 0.0%
Value ($000) $342 Shares 1,688 Est. Cost $186.06 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $341 Shares 17,031 Est. Cost $21.68 Unrealized 0.0%
ANDE ANDERSONS INC 0.0%
Value ($000) $339 Shares 4,727 Est. Cost $61.49 Unrealized 0.0%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $339 Shares 11,107 Est. Cost $33.79 Unrealized 0.0%
PBR PETROLEO BRASILEIRO S A 0.0%
Value ($000) $337 Shares 16,221 Est. Cost $20.75 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $327 Shares 8,556 Est. Cost $38.26 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $326 Shares 6,223 Est. Cost $52.46 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $320 Shares 13,386 Est. Cost $23.88 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $317 Shares 4,198 Est. Cost $68.11 Unrealized 0.0%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $310 Shares 8,984 Est. Cost $34.55 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $307 Shares 8,178 Est. Cost $47.34 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $305 Shares 6,350 Est. Cost $48.05 Unrealized
MKSI MKS INC. 0.0%
Value ($000) $301 Shares 1,308 Est. Cost $225.13 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $298 Shares 4,763 Est. Cost $64.20 Unrealized 0.0%
PTNQ PACER FDS TR 0.0%
Value ($000) $298 Shares 4,081 Est. Cost $72.96 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $297 Shares 11,652 Est. Cost $25.48 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $296 Shares 4,922 Est. Cost $60.32 Unrealized 0.0%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $288 Shares 10,124 Est. Cost $28.43 Unrealized
ESAB ESAB CORPORATION 0.0%
Value ($000) $286 Shares 2,962 Est. Cost $123.42 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $282 Shares 2,083 Est. Cost $144.65 Unrealized 0.0%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $273 Shares 563 Est. Cost $603.85 Unrealized 0.0%
WULF TERAWULF INC 0.0%
Value ($000) $272 Shares 18,864 Est. Cost $14.58 Unrealized 0.0%
NJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $264 Shares 3,700 Est. Cost $71.42 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $263 Shares 1,527 Est. Cost $187.35 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $260 Shares 2,595 Est. Cost $109.55 Unrealized 0.0%
IX ORIX CORP 0.0%
Value ($000) $257 Shares 8,555 Est. Cost $29.99 Unrealized
DCO DUCOMMUN INC DEL 0.0%
Value ($000) $254 Shares 2,079 Est. Cost $115.53 Unrealized 0.0%
TFSL TFS FINL CORP 0.0%
Value ($000) $252 Shares 17,912 Est. Cost $14.39 Unrealized 0.0%
LGH NORTHERN LTS FD TR III 0.0%
Value ($000) $250 Shares 4,393 Est. Cost $56.96 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $249 Shares 6,968 Est. Cost $38.77 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $249 Shares 977 Est. Cost $270.02 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $248 Shares 2,599 Est. Cost $69.72 Unrealized 0.0%
QQH NORTHERN LTS FD TR III 0.0%
Value ($000) $247 Shares 3,534 Est. Cost $69.83 Unrealized
NBTB NBT BANCORP INC 0.0%
Value ($000) $246 Shares 5,779 Est. Cost $44.33 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $246 Shares 6,642 Est. Cost $35.09 Unrealized 0.0%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $245 Shares 10,906 Est. Cost $20.06 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $245 Shares 516 Est. Cost $373.26 Unrealized 0.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $245 Shares 5,800 Est. Cost $42.20 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $243 Shares 176 Est. Cost $1196.06 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $239 Shares 3,659 Est. Cost $71.01 Unrealized 0.0%
HTO H2O AMERICA 0.0%
Value ($000) $235 Shares 3,999 Est. Cost $52.73 Unrealized 0.0%
TREE LENDINGTREE INC 0.0%
Value ($000) $234 Shares 5,462 Est. Cost $42.88 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $231 Shares 4,234 Est. Cost $58.40 Unrealized 0.0%
SHG SHINHAN FINANCIAL GROUP CO L 0.0%
Value ($000) $228 Shares 3,721 Est. Cost $61.32 Unrealized
PVLA PALVELLA THERAPEUTICS INC NE 0.0%
Value ($000) $228 Shares 1,827 Est. Cost $91.38 Unrealized 0.0%
KB KB FINL GROUP INC 0.0%
Value ($000) $226 Shares 2,269 Est. Cost $99.73 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $224 Shares 696 Est. Cost $250.19 Unrealized 0.0%
CGON CG ONCOLOGY INC 0.0%
Value ($000) $223 Shares 3,301 Est. Cost $52.43 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $222 Shares 12,311 Est. Cost $18.57 Unrealized 0.0%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $221 Shares 5,547 Est. Cost $43.99 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $220 Shares 24,524 Est. Cost $8.98 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $219 Shares 1,674 Est. Cost $104.95 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value ($000) $218 Shares 11,647 Est. Cost $22.86 Unrealized 0.0%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $218 Shares 5,154 Est. Cost $42.24 Unrealized
AMCR AMCOR PLC 0.0%
Value ($000) $217 Shares 5,465 Est. Cost $45.83 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $217 Shares 4,100 Est. Cost $61.52 Unrealized 0.0%
PTMC PACER FDS TR 0.0%
Value ($000) $217 Shares 5,929 Est. Cost $36.57 Unrealized
VSNT VERSANT MEDIA GROUP INC 0.0%
Value ($000) $215 Shares 5,811 Est. Cost $32.14 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $213 Shares 7,784 Est. Cost $27.40 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $212 Shares 4,056 Est. Cost $64.07 Unrealized 0.0%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $211 Shares 17,202 Est. Cost $12.65 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $210 Shares 1,077 Est. Cost $183.13 Unrealized 0.0%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $208 Shares 3,329 Est. Cost $51.88 Unrealized 0.0%
TPG TPG INC 0.0%
Value ($000) $207 Shares 5,116 Est. Cost $57.26 Unrealized 0.0%
IBDS ISHARES TR 0.0%
Value ($000) $206 Shares 8,500 Est. Cost $24.24 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $205 Shares 15,175 Est. Cost $13.51 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $203 Shares 5,716 Est. Cost $35.52 Unrealized
INDB INDEPENDENT BK CORP MASS 0.0%
Value ($000) $203 Shares 2,699 Est. Cost $79.92 Unrealized 0.0%
TEX TEREX CORP NEW 0.0%
Value ($000) $202 Shares 3,420 Est. Cost $62.32 Unrealized 0.0%
FER FERROVIAL SE 0.0%
Value ($000) $202 Shares 3,106 Est. Cost $69.51 Unrealized 0.0%
PKX POSCO HOLDINGS INC 0.0%
Value ($000) $200 Shares 3,427 Est. Cost $58.49 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $197 Shares 10,446 Est. Cost $24.40 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $194 Shares 11,015 Est. Cost $22.85 Unrealized 0.0%
CIFR CIPHER DIGITAL INC 0.0%
Value ($000) $179 Shares 13,925 Est. Cost $16.67 Unrealized 0.0%
SHC SOTERA HEALTH CO 0.0%
Value ($000) $179 Shares 12,486 Est. Cost $18.05 Unrealized 0.0%
VALE VALE S A 0.0%
Value ($000) $162 Shares 10,153 Est. Cost $15.91 Unrealized
PPHC PUBLIC POL HLDG CO INC 0.0%
Value ($000) $156 Shares 11,898 Est. Cost $13.08 Unrealized
OTF BLUE OWL TECHNOLOGY FIN CORP 0.0%
Value ($000) $148 Shares 11,954 Est. Cost $13.15 Unrealized 0.0%
PSO PEARSON PLC 0.0%
Value ($000) $147 Shares 11,180 Est. Cost $13.13 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $138 Shares 19,462 Est. Cost $7.09 Unrealized
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $136 Shares 19,850 Est. Cost $9.91 Unrealized 0.0%
ICL ICL GROUP LTD 0.0%
Value ($000) $101 Shares 19,539 Est. Cost $5.47 Unrealized 0.0%
AEG AEGON LTD 0.0%
Value ($000) $88 Shares 12,099 Est. Cost $7.26 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $86 Shares 23,629 Est. Cost $5.08 Unrealized 0.0%
WIT WIPRO LTD 0.0%
Value ($000) $83 Shares 39,311 Est. Cost $2.12 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $83 Shares 17,857 Est. Cost $4.63 Unrealized
ACH ACCENDRA HEALTH INC 0.0%
Value ($000) $46 Shares 20,000 Est. Cost $2.32 Unrealized 0.0%
LUCY INNOVATIVE EYEWEAR INC 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $1.26 Unrealized 0.0%
BUI-R BLACKROCK UTILS INFRASTRUCTU 0.0%
Value ($000) $0 Shares 23,400 Est. Cost $0.01 Unrealized

Increased Positions (442)

FNDX SCHWAB STRATEGIC TR 1.3%
Value ($000) $346,857 (+53.7%) Shares 12,454,472 (+50.2%) Est. Cost $27.42 Unrealized
IEFA ISHARES TR 3.4%
Value ($000) $922,268 (+10.1%) Shares 10,187,432 (+8.8%) Est. Cost $68.80 Unrealized
AMZN AMAZON COM INC 2.4%
Value ($000) $651,514 (-8.3%) Shares 3,128,219 (+1.6%) Est. Cost $131.75 Unrealized +72.2%
BA BOEING CO 0.2%
Value ($000) $48,497 (+658.0%) Shares 243,666 (+726.9%) Est. Cost $221.40 Unrealized +7.7%
IEMG ISHARES INC 1.0%
Value ($000) $275,260 (+15.7%) Shares 3,946,368 (+11.5%) Est. Cost $55.26 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $171,185 (+25.9%) Shares 241,629 (+1.8%) Est. Cost $228.42 Unrealized +199.6%
RIG TRANSOCEAN LTD 0.3%
Value ($000) $83,915 (+65.9%) Shares 12,656,881 (+3.3%) Est. Cost $5.83 Unrealized -11.5%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $33,142 (+1022.8%) Shares 359,025 (+1009.4%) Est. Cost $94.47 Unrealized +0.5%
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $384,712 (+7.7%) Shares 643,816 (+13.1%) Est. Cost $298.38 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $49,304 (+96.1%) Shares 298,200 (+90.3%) Est. Cost $131.95 Unrealized +33.3%
ASML ASML HLDG NV 0.3%
Value ($000) $93,033 (+33.1%) Shares 70,435 (+7.8%) Est. Cost $902.11 Unrealized
IJH ISHARES TR 2.3%
Value ($000) $617,970 (+3.4%) Shares 9,151,043 (+1.0%) Est. Cost $71.31 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $117,713 (+20.7%) Shares 3,836,791 (+7.9%) Est. Cost $38.82 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $19,588 (+1507.5%) Shares 300,387 (+1864.7%) Est. Cost $73.19 Unrealized +1.4%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $17,204 (+3352.9%) Shares 35,479 (+4035.1%) Est. Cost $500.69 Unrealized -0.7%
FHEQ FIDELITY GREENWOOD STREET TR 0.2%
Value ($000) $50,766 (+47.1%) Shares 1,725,545 (+54.6%) Est. Cost $30.38 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $102,613 (+17.4%) Shares 853,050 (+2.8%) Est. Cost $47.57 Unrealized +140.2%
PEP PEPSICO INC 0.6%
Value ($000) $163,598 (+9.8%) Shares 1,053,501 (+1.5%) Est. Cost $95.84 Unrealized +61.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $54,312 (+34.3%) Shares 606,225 (+26.2%) Est. Cost $72.62 Unrealized +28.9%
IQDF FLEXSHARES TR 0.4%
Value ($000) $97,953 (+12.7%) Shares 3,092,929 (+8.1%) Est. Cost $24.71 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $53,473 (+21.6%) Shares 88,384 (+2.6%) Est. Cost $496.17 Unrealized +23.7%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $36,242 (+34.8%) Shares 295,180 (+43.9%) Est. Cost $118.47 Unrealized +14.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $48,958 (+22.1%) Shares 330,577 (+18.3%) Est. Cost $97.18 Unrealized
JAAA JANUS DETROIT STR TR 0.9%
Value ($000) $236,631 (+3.9%) Shares 4,697,846 (+4.3%) Est. Cost $50.26 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $249,383 (+3.6%) Shares 1,146,641 (+8.9%) Est. Cost $72.88 Unrealized +205.4%
GEV GE VERNOVA INC 0.1%
Value ($000) $28,278 (+41.6%) Shares 32,396 (+6.0%) Est. Cost $469.81 Unrealized +56.9%
V VISA INC 0.2%
Value ($000) $66,437 (-10.4%) Shares 219,816 (+3.9%) Est. Cost $139.17 Unrealized +136.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $41,950 (+21.9%) Shares 484,132 (+35.1%) Est. Cost $88.04 Unrealized +13.0%
T AT&T INC 0.1%
Value ($000) $40,907 (+21.9%) Shares 1,411,060 (+4.4%) Est. Cost $29.34 Unrealized -12.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $32,890 (+28.7%) Shares 655,184 (+4.4%) Est. Cost $39.30 Unrealized +11.5%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $53,180 (+15.8%) Shares 406,142 (+3.7%) Est. Cost $106.03 Unrealized +14.0%
IGSB ISHARES TR 0.4%
Value ($000) $102,740 (+7.5%) Shares 1,954,713 (+8.2%) Est. Cost $67.82 Unrealized
DVYE ISHARES INC 0.1%
Value ($000) $37,153 (+22.6%) Shares 1,080,665 (+11.2%) Est. Cost $34.03 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $81,625 (-7.6%) Shares 142,669 (+6.6%) Est. Cost $238.94 Unrealized +174.4%
DE DEERE & CO 0.1%
Value ($000) $29,991 (+22.7%) Shares 53,241 (+1.4%) Est. Cost $102.07 Unrealized +440.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $18,719 (+41.5%) Shares 30,972 (+13.3%) Est. Cost $331.99 Unrealized +81.0%
EBAY EBAY INC. 0.0%
Value ($000) $6,716 (+348.0%) Shares 73,788 (+328.7%) Est. Cost $78.62 Unrealized +13.6%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $143,713 (+3.6%) Shares 2,658,888 (+3.0%) Est. Cost $46.11 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $24,137 (+23.0%) Shares 35,379 (+2.8%) Est. Cost $84.26 Unrealized +699.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $16,354 (+38.0%) Shares 19,331 (+43.4%) Est. Cost $584.36 Unrealized +59.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $31,809 (+16.0%) Shares 524,469 (+3.1%) Est. Cost $36.92 Unrealized +55.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $23,831 (+20.8%) Shares 122,750 (+7.9%) Est. Cost $73.74 Unrealized +179.7%
LIN LINDE PLC 0.1%
Value ($000) $21,663 (+22.7%) Shares 43,696 (+5.5%) Est. Cost $331.30 Unrealized +38.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $36,958 (+11.8%) Shares 128,775 (+12.5%) Est. Cost $89.64 Unrealized +232.6%
TGT TARGET CORP 0.1%
Value ($000) $18,585 (+26.1%) Shares 153,345 (+1.7%) Est. Cost $62.86 Unrealized +73.7%
SHY ISHARES TR 0.1%
Value ($000) $33,815 (+12.5%) Shares 409,537 (+12.8%) Est. Cost $84.25 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $12,055 (+43.2%) Shares 182,682 (+25.1%) Est. Cost $40.27 Unrealized +56.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $17,776 (+25.6%) Shares 127,547 (+10.6%) Est. Cost $65.78 Unrealized +110.4%
SLB SLB LIMITED 0.0%
Value ($000) $7,837 (+79.2%) Shares 152,496 (+33.8%) Est. Cost $59.59 Unrealized -19.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $9,440 (+43.3%) Shares 81,818 (+1.4%) Est. Cost $85.14 Unrealized +18.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $17,969 (+18.5%) Shares 88,332 (+24.7%) Est. Cost $146.04 Unrealized +51.8%
HD HOME DEPOT INC 0.5%
Value ($000) $139,313 (-1.9%) Shares 423,584 (+2.7%) Est. Cost $86.67 Unrealized +335.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $6,650 (+64.6%) Shares 19,683 (+39.1%) Est. Cost $183.95 Unrealized +110.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $123,382 (+2.2%) Shares 257,475 (+7.2%) Est. Cost $157.23 Unrealized +213.9%
SHEL SHELL PLC 0.0%
Value ($000) $9,532 (+36.7%) Shares 102,495 (+8.0%) Est. Cost $60.74 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $13,449 (+23.3%) Shares 401,095 (+1.1%) Est. Cost $15.39 Unrealized +93.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $7,315 (+52.8%) Shares 29,957 (+1.8%) Est. Cost $64.07 Unrealized +188.3%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $13,816 (+22.3%) Shares 58,143 (+30.2%) Est. Cost $229.16 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $9,727 (+33.1%) Shares 63,679 (+20.1%) Est. Cost $93.04 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $18,704 (-11.1%) Shares 94,350 (+2.1%) Est. Cost $100.69 Unrealized +105.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $10,355 (+25.0%) Shares 114,560 (+1.7%) Est. Cost $51.02 Unrealized +53.9%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $3,222 (+145.8%) Shares 39,060 (+134.4%) Est. Cost $75.49 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $108,949 (+1.7%) Shares 2,320,540 (+2.0%) Est. Cost $52.40 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value ($000) $12,787 (+17.0%) Shares 37,837 (+5.2%) Est. Cost $57.97 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $5,451 (-24.9%) Shares 52,140 (+10.0%) Est. Cost $145.67 Unrealized -16.8%
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $2,166 (+489.6%) Shares 61,127 (+449.4%) Est. Cost $33.60 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $4,458 (+65.9%) Shares 18,043 (+9.3%) Est. Cost $119.70 Unrealized +58.8%
IGIB ISHARES TR 0.2%
Value ($000) $64,067 (+2.8%) Shares 1,203,811 (+4.1%) Est. Cost $76.53 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $12,570 (+15.7%) Shares 130,227 (+4.6%) Est. Cost $45.79 Unrealized +95.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $7,465 (+27.9%) Shares 56,952 (+12.5%) Est. Cost $60.96 Unrealized +97.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $10,709 (+17.4%) Shares 46,603 (+12.3%) Est. Cost $142.06 Unrealized +59.1%
GE GE AEROSPACE 0.1%
Value ($000) $38,284 (-3.9%) Shares 134,912 (+4.3%) Est. Cost $216.56 Unrealized +46.9%
ISTB ISHARES TR 0.0%
Value ($000) $9,475 (+19.0%) Shares 195,521 (+19.7%) Est. Cost $48.33 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $4,373 (+51.7%) Shares 46,873 (+30.2%) Est. Cost $69.55 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $2,334 (+172.4%) Shares 11,327 (+182.9%) Est. Cost $200.75 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $5,569 (+35.9%) Shares 66,525 (+8.8%) Est. Cost $32.35 Unrealized +124.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $4,385 (-24.1%) Shares 29,072 (+10.4%) Est. Cost $181.75 Unrealized +7.0%
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value ($000) $2,026 (+195.5%) Shares 119,395 (+176.2%) Est. Cost $15.67 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4,889 (+34.9%) Shares 102,856 (+33.2%) Est. Cost $46.68 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $6,308 (+22.3%) Shares 57,140 (+22.0%) Est. Cost $110.39 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $3,463 (+49.6%) Shares 17,506 (+13.7%) Est. Cost $77.32 Unrealized +106.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $13,806 (+9.0%) Shares 33,128 (+1.8%) Est. Cost $184.47 Unrealized +128.9%
IGF ISHARES TR 0.0%
Value ($000) $9,184 (+13.5%) Shares 137,068 (+4.0%) Est. Cost $48.22 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $1,795 (+135.6%) Shares 159,090 (+145.0%) Est. Cost $9.69 Unrealized
VNOM VIPER ENERGY INC 0.0%
Value ($000) $1,897 (+114.7%) Shares 40,376 (+76.5%) Est. Cost $39.35 Unrealized +4.2%
BP BP PLC 0.0%
Value ($000) $3,081 (+46.7%) Shares 65,558 (+8.4%) Est. Cost $40.86 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $3,985 (+32.2%) Shares 85,781 (+33.2%) Est. Cost $26.94 Unrealized +90.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,270 (+74.2%) Shares 16,409 (+77.6%) Est. Cost $132.29 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $48,293 (+2.0%) Shares 407,193 (+2.7%) Est. Cost $122.89 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $1,762 (+113.8%) Shares 19,368 (+53.8%) Est. Cost $66.13 Unrealized +8.2%
EOG EOG RES INC 0.0%
Value ($000) $3,210 (+41.0%) Shares 22,205 (+2.4%) Est. Cost $80.09 Unrealized +40.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $3,039 (+44.3%) Shares 41,751 (+19.1%) Est. Cost $42.48 Unrealized +56.2%
RY ROYAL BK CDA 0.0%
Value ($000) $1,288 (+245.9%) Shares 7,962 (+264.6%) Est. Cost $150.40 Unrealized +13.0%
CB CHUBB LTD SWITZ 0.0%
Value ($000) $11,017 (+9.1%) Shares 33,802 (+4.4%) Est. Cost $116.89 Unrealized +170.5%
IEF ISHARES TR 0.0%
Value ($000) $4,944 (+21.8%) Shares 51,807 (+22.8%) Est. Cost $96.03 Unrealized
GSK GSK PLC 0.0%
Value ($000) $2,107 (+69.2%) Shares 38,170 (+50.4%) Est. Cost $41.46 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $4,499 (+23.4%) Shares 13,034 (+5.0%) Est. Cost $207.48 Unrealized +65.4%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $2,871 (+41.5%) Shares 12,459 (+25.8%) Est. Cost $115.84 Unrealized +95.6%
C CITIGROUP INC 0.0%
Value ($000) $6,511 (+14.6%) Shares 57,408 (+17.9%) Est. Cost $64.61 Unrealized +79.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $12,591 (+7.0%) Shares 48,373 (+1.2%) Est. Cost $91.79 Unrealized +197.7%
USB US BANCORP 0.0%
Value ($000) $4,749 (+20.4%) Shares 91,309 (+23.6%) Est. Cost $37.25 Unrealized +52.0%
SMFG SUMITOMO MITSUI FIN GRP INC 0.0%
Value ($000) $1,401 (+129.8%) Shares 70,930 (+124.9%) Est. Cost $16.28 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1,415 (+124.6%) Shares 6,130 (+175.6%) Est. Cost $200.57 Unrealized +26.4%
HDB HDFC BANK LTD 0.0%
Value ($000) $1,791 (-29.7%) Shares 72,003 (+3.3%) Est. Cost $51.79 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $13,758 (+5.7%) Shares 66,115 (+6.0%) Est. Cost $94.87 Unrealized +137.1%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2,068 (+54.7%) Shares 12,600 (+18.6%) Est. Cost $101.81 Unrealized +16.9%
NUE NUCOR CORP 0.0%
Value ($000) $2,861 (+33.9%) Shares 16,917 (+29.1%) Est. Cost $100.39 Unrealized +77.8%
PCAR PACCAR INC 0.0%
Value ($000) $2,861 (+33.7%) Shares 24,771 (+26.7%) Est. Cost $72.09 Unrealized +70.6%
HSY HERSHEY CO 0.0%
Value ($000) $3,311 (+27.8%) Shares 15,927 (+11.9%) Est. Cost $137.52 Unrealized +48.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,779 (+67.1%) Shares 32,853 (+47.6%) Est. Cost $34.98 Unrealized +38.9%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $1,906 (+59.7%) Shares 7,607 (+3.2%) Est. Cost $93.83 Unrealized +113.0%
TSLA TESLA INC 0.1%
Value ($000) $24,793 (+3.0%) Shares 66,692 (+24.5%) Est. Cost $289.11 Unrealized +47.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4,150 (-14.6%) Shares 28,368 (+3.8%) Est. Cost $41.66 Unrealized +270.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $3,160 (+28.3%) Shares 27,296 (+16.9%) Est. Cost $82.06 Unrealized +33.9%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $2,178 (+45.5%) Shares 45,394 (+17.2%) Est. Cost $31.46 Unrealized +34.4%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $1,070 (+171.6%) Shares 134,795 (+150.4%) Est. Cost $6.88 Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value ($000) $1,718 (+63.4%) Shares 23,623 (+35.6%) Est. Cost $70.09 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5,593 (-10.6%) Shares 34,888 (+2.7%) Est. Cost $153.69 Unrealized +12.0%
BALL BALL CORP 0.0%
Value ($000) $3,206 (+25.6%) Shares 54,246 (+12.5%) Est. Cost $51.79 Unrealized +16.4%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1,422 (+84.3%) Shares 24,320 (+78.5%) Est. Cost $49.19 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $2,579 (+33.6%) Shares 35,477 (+5.7%) Est. Cost $56.69 Unrealized +15.8%
COR CENCORA INC 0.0%
Value ($000) $5,561 (+13.2%) Shares 17,702 (+21.7%) Est. Cost $255.79 Unrealized +38.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $8,257 (+8.4%) Shares 146,637 (+1.8%) Est. Cost $18.50 Unrealized +222.5%
SNY SANOFI SA 0.0%
Value ($000) $1,340 (+90.1%) Shares 27,809 (+91.2%) Est. Cost $49.33 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $1,530 (+69.0%) Shares 31,221 (+50.3%) Est. Cost $38.64 Unrealized +16.8%
IUSB ISHARES TR 0.2%
Value ($000) $44,946 (+1.4%) Shares 973,061 (+2.2%) Est. Cost $52.39 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $1,439 (+76.0%) Shares 15,425 (+77.7%) Est. Cost $70.88 Unrealized +34.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5,567 (-9.7%) Shares 56,985 (+4.3%) Est. Cost $68.49 Unrealized +56.8%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $926 (+183.4%) Shares 184,137 (+198.6%) Est. Cost $4.73 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $3,728 (+19.1%) Shares 20,685 (+2.3%) Est. Cost $83.08 Unrealized +86.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $9,191 (+6.9%) Shares 148,667 (+1.4%) Est. Cost $60.52 Unrealized +1.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1,678 (+54.4%) Shares 5,912 (+5.8%) Est. Cost $122.78 Unrealized +70.9%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $18,130 (+3.4%) Shares 129,896 (+1.2%) Est. Cost $65.60 Unrealized +123.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $4,408 (+15.4%) Shares 20,862 (+12.2%) Est. Cost $144.16 Unrealized +49.4%
TER TERADYNE INC 0.0%
Value ($000) $1,480 (+65.5%) Shares 4,991 (+8.0%) Est. Cost $125.89 Unrealized +111.2%
CTAS CINTAS CORP 0.0%
Value ($000) $5,794 (-9.1%) Shares 34,257 (+1.0%) Est. Cost $162.67 Unrealized +18.8%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3,888 (+17.6%) Shares 51,765 (+15.2%) Est. Cost $56.21 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $7,850 (-6.9%) Shares 6,773 (+6.9%) Est. Cost $357.99 Unrealized +280.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1,258 (+83.8%) Shares 11,198 (+51.2%) Est. Cost $75.74 Unrealized +28.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,984 (-22.3%) Shares 53,982 (+7.5%) Est. Cost $82.08 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $3,265 (-14.8%) Shares 28,649 (+1.8%) Est. Cost $102.76 Unrealized +31.1%
ECL ECOLAB INC 0.0%
Value ($000) $6,799 (+9.0%) Shares 25,558 (+7.6%) Est. Cost $138.99 Unrealized +106.0%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $65,428 (+0.8%) Shares 790,663 (+2.1%) Est. Cost $88.48 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $870 (+165.6%) Shares 13,460 (+161.9%) Est. Cost $71.58 Unrealized +5.8%
VTRS VIATRIS INC 0.0%
Value ($000) $2,787 (+24.1%) Shares 206,312 (+14.3%) Est. Cost $10.75 Unrealized +31.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $726 (+262.6%) Shares 39,215 (+205.3%) Est. Cost $17.56 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $1,111 (+88.7%) Shares 5,510 (+95.6%) Est. Cost $145.12 Unrealized +41.7%
WAB WABTEC 0.0%
Value ($000) $1,484 (+52.8%) Shares 5,940 (+30.5%) Est. Cost $148.03 Unrealized +61.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $9,689 (+5.6%) Shares 33,739 (+6.7%) Est. Cost $171.64 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $966 (+110.7%) Shares 15,825 (+57.1%) Est. Cost $39.02 Unrealized +43.7%
DOV DOVER CORP 0.0%
Value ($000) $6,203 (+8.9%) Shares 29,759 (+2.0%) Est. Cost $68.62 Unrealized +212.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $9,156 (+5.7%) Shares 77,178 (+3.4%) Est. Cost $28.18 Unrealized +326.4%
SAP SAP SE 0.0%
Value ($000) $2,580 (+22.9%) Shares 15,071 (+74.4%) Est. Cost $130.43 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $15,224 (-3.0%) Shares 42,421 (+5.1%) Est. Cost $118.11 Unrealized +247.3%
BCS BARCLAYS PLC 0.0%
Value ($000) $929 (+104.4%) Shares 43,905 (+145.9%) Est. Cost $21.13 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $3,395 (+16.0%) Shares 43,159 (+8.6%) Est. Cost $77.31 Unrealized -0.1%
WAT WATERS CORP 0.0%
Value ($000) $1,154 (+67.0%) Shares 3,876 (+113.0%) Est. Cost $313.31 Unrealized +17.2%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $1,274 (-26.6%) Shares 18,377 (+19.8%) Est. Cost $30.13 Unrealized +217.8%
SRE SEMPRA 0.0%
Value ($000) $3,391 (+15.7%) Shares 34,893 (+5.1%) Est. Cost $59.23 Unrealized +51.1%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $982 (+86.3%) Shares 11,604 (+70.4%) Est. Cost $77.12 Unrealized
GKOS GLAUKOS CORP 0.1%
Value ($000) $15,640 (-2.8%) Shares 145,270 (+1.9%) Est. Cost $48.76 Unrealized +138.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,370 (+47.2%) Shares 12,106 (+29.1%) Est. Cost $74.47 Unrealized +41.5%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1,618 (-21.2%) Shares 9,486 (+4.2%) Est. Cost $209.50 Unrealized +0.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2,023 (+24.7%) Shares 6,185 (+18.2%) Est. Cost $190.90 Unrealized +73.3%
ICLN ISHARES TR 0.0%
Value ($000) $2,397 (+20.0%) Shares 131,069 (+7.8%) Est. Cost $18.60 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2,177 (-15.4%) Shares 34,693 (+28.5%) Est. Cost $72.30 Unrealized +18.7%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $1,729 (+29.7%) Shares 11,335 (+21.2%) Est. Cost $91.65 Unrealized +61.8%
UBS UBS GROUP AG 0.0%
Value ($000) $1,059 (+58.2%) Shares 27,118 (+87.5%) Est. Cost $39.79 Unrealized +14.5%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $698 (+125.7%) Shares 46,823 (+165.1%) Est. Cost $15.16 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $4,654 (+9.1%) Shares 101,237 (+16.8%) Est. Cost $42.66 Unrealized +19.9%
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $1,792 (+27.6%) Shares 73,478 (+23.7%) Est. Cost $11.88 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value ($000) $1,591 (+31.8%) Shares 11,755 (+26.4%) Est. Cost $93.62 Unrealized +48.4%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1,891 (+25.5%) Shares 6,873 (+27.2%) Est. Cost $129.03 Unrealized +139.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $1,141 (+50.5%) Shares 22,529 (+33.0%) Est. Cost $39.18 Unrealized +20.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $4,923 (+8.3%) Shares 22,890 (+10.7%) Est. Cost $140.77 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $1,124 (+50.6%) Shares 15,295 (+46.4%) Est. Cost $56.07 Unrealized +31.6%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $709 (+106.4%) Shares 2,603 (+118.2%) Est. Cost $249.60 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $6,176 (+6.1%) Shares 17,993 (+4.0%) Est. Cost $123.97 Unrealized +186.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1,252 (-21.9%) Shares 6,348 (+3.4%) Est. Cost $95.26 Unrealized +148.9%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $1,080 (+46.8%) Shares 17,916 (+49.6%) Est. Cost $62.93 Unrealized +1.9%
TRP TC ENERGY CORP 0.0%
Value ($000) $846 (+68.0%) Shares 13,518 (+47.7%) Est. Cost $43.69 Unrealized +33.3%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,936 (+13.2%) Shares 122,985 (+14.5%) Est. Cost $25.48 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $683 (+98.1%) Shares 20,534 (+6.1%) Est. Cost $11.78 Unrealized +95.0%
QDF FLEXSHARES TR 0.2%
Value ($000) $43,298 (-0.8%) Shares 547,452 (+1.4%) Est. Cost $48.33 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $2,520 (-11.5%) Shares 23,830 (+2.9%) Est. Cost $78.78 Unrealized +69.5%
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $4,120 (+8.4%) Shares 32,956 (+4.2%) Est. Cost $122.07 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $1,964 (-13.9%) Shares 14,501 (+2.2%) Est. Cost $75.97 Unrealized +112.4%
VST VISTRA CORP 0.0%
Value ($000) $521 (+149.9%) Shares 3,467 (+168.1%) Est. Cost $160.89 Unrealized +1.4%
FRPT FRESHPET INC 0.0%
Value ($000) $751 (+71.0%) Shares 12,734 (+76.8%) Est. Cost $62.14 Unrealized +11.4%
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value ($000) $609 (+98.6%) Shares 8,778 (+83.3%) Est. Cost $66.46 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,594 (+23.3%) Shares 2,063 (+23.2%) Est. Cost $668.62 Unrealized +15.0%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $1,082 (+38.3%) Shares 5,330 (+15.5%) Est. Cost $80.29 Unrealized +156.6%
O REALTY INCOME CORP 0.0%
Value ($000) $2,598 (+13.0%) Shares 42,465 (+4.1%) Est. Cost $30.47 Unrealized +88.1%
BAP CREDICORP LTD 0.0%
Value ($000) $1,544 (+23.9%) Shares 4,553 (+4.8%) Est. Cost $136.49 Unrealized +146.8%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $648 (+84.1%) Shares 14,512 (+81.5%) Est. Cost $45.64 Unrealized +7.9%
NOK NOKIA CORP 0.0%
Value ($000) $580 (+104.0%) Shares 72,146 (+64.2%) Est. Cost $5.90 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $816 (+55.9%) Shares 10,082 (+54.7%) Est. Cost $62.94 Unrealized +29.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $554 (+112.0%) Shares 18,394 (+119.6%) Est. Cost $30.62 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $649 (+77.6%) Shares 48,041 (+10.4%) Est. Cost $10.70 Unrealized -12.8%
UL UNILEVER PLC 0.0%
Value ($000) $4,071 (+7.5%) Shares 71,450 (+23.4%) Est. Cost $63.80 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $2,484 (+12.7%) Shares 24,170 (+8.4%) Est. Cost $77.54 Unrealized +31.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1,577 (+21.5%) Shares 19,853 (+12.9%) Est. Cost $51.13 Unrealized +50.9%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $388 (+245.0%) Shares 34,468 (+195.4%) Est. Cost $10.72 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $808 (+51.4%) Shares 30,937 (+57.0%) Est. Cost $22.58 Unrealized +28.4%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $849 (+47.2%) Shares 17,359 (+36.1%) Est. Cost $45.55 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $2,108 (-11.3%) Shares 13,410 (+9.5%) Est. Cost $133.72 Unrealized +25.5%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $622 (+73.5%) Shares 6,906 (+69.8%) Est. Cost $77.46 Unrealized +19.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3,696 (+7.6%) Shares 51,382 (+22.3%) Est. Cost $62.27 Unrealized +26.4%
MCK MCKESSON CORP 0.0%
Value ($000) $3,741 (+7.5%) Shares 4,323 (+1.9%) Est. Cost $274.02 Unrealized +219.5%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $591 (+78.6%) Shares 17,314 (+30.7%) Est. Cost $27.43 Unrealized +11.1%
ING ING GROEP N.V. 0.0%
Value ($000) $821 (+46.1%) Shares 31,526 (+57.0%) Est. Cost $20.82 Unrealized
F FORD MTR CO 0.0%
Value ($000) $2,302 (+12.6%) Shares 199,452 (+28.0%) Est. Cost $10.68 Unrealized +28.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1,668 (-13.1%) Shares 4,206 (+2.9%) Est. Cost $346.15 Unrealized +36.3%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $3,137 (+8.6%) Shares 144,836 (+16.9%) Est. Cost $8.78 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $4,984 (-4.8%) Shares 53,035 (+1.2%) Est. Cost $54.48 Unrealized +83.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $993 (+33.0%) Shares 5,531 (+4.8%) Est. Cost $111.85 Unrealized +53.1%
VTR VENTAS INC 0.0%
Value ($000) $805 (+44.1%) Shares 9,840 (+36.3%) Est. Cost $68.00 Unrealized +13.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $654 (+57.1%) Shares 5,214 (+83.6%) Est. Cost $154.01 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $554 (+75.0%) Shares 14,211 (+26.8%) Est. Cost $30.13 Unrealized +11.3%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $540 (+77.0%) Shares 35,953 (+55.7%) Est. Cost $19.63 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $734 (+47.0%) Shares 4,988 (+25.4%) Est. Cost $136.33 Unrealized +15.9%
AGI ALAMOS GOLD INC 0.0%
Value ($000) $603 (+63.3%) Shares 13,578 (+41.8%) Est. Cost $21.78 Unrealized +95.3%
KRMN KARMAN HLDGS INC 0.0%
Value ($000) $554 (+72.6%) Shares 6,920 (+57.8%) Est. Cost $69.96 Unrealized +37.4%
STT STATE STR CORP 0.0%
Value ($000) $1,527 (+17.9%) Shares 12,062 (+20.2%) Est. Cost $64.92 Unrealized +100.6%
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $814 (+39.4%) Shares 21,580 (+4.2%) Est. Cost $38.58 Unrealized
FIGS FIGS INC 0.0%
Value ($000) $366 (+149.3%) Shares 24,755 (+91.7%) Est. Cost $10.25 Unrealized +9.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1,317 (-14.0%) Shares 34,289 (+11.1%) Est. Cost $48.03 Unrealized
GAP GAP INC 0.0%
Value ($000) $565 (+61.0%) Shares 23,356 (+70.3%) Est. Cost $25.47 Unrealized +7.8%
EIX EDISON INTL 0.0%
Value ($000) $463 (+83.5%) Shares 6,326 (+50.5%) Est. Cost $59.78 Unrealized +8.1%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $592 (+55.0%) Shares 6,381 (+23.0%) Est. Cost $77.16 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3,100 (+7.3%) Shares 38,717 (+14.2%) Est. Cost $70.57 Unrealized +16.1%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $530 (+62.2%) Shares 2,590 (+37.1%) Est. Cost $115.02 Unrealized +76.5%
GDX VANECK ETF TRUST 0.0%
Value ($000) $2,472 (+8.8%) Shares 26,939 (+1.7%) Est. Cost $34.11 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $743 (+36.4%) Shares 10,727 (+32.6%) Est. Cost $56.35 Unrealized +24.4%
BNS BANK NOVA SCOTIA B C 0.0%
Value ($000) $1,766 (+12.5%) Shares 25,475 (+19.6%) Est. Cost $60.39 Unrealized +24.1%
HFWA HERITAGE FINL CORP WASH 0.0%
Value ($000) $1,732 (+12.6%) Shares 66,614 (+2.4%) Est. Cost $19.81 Unrealized +32.9%
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $14,632 (+1.3%) Shares 264,333 (+2.1%) Est. Cost $66.23 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $955 (+24.8%) Shares 12,962 (+25.5%) Est. Cost $73.22 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $2,889 (+7.0%) Shares 24,359 (+45.2%) Est. Cost $70.03 Unrealized +94.9%
PPG PPG INDS INC 0.0%
Value ($000) $2,766 (+7.3%) Shares 25,876 (+2.9%) Est. Cost $108.82 Unrealized +7.4%
RBLX ROBLOX CORP 0.0%
Value ($000) $645 (-22.5%) Shares 11,404 (+11.0%) Est. Cost $83.91 Unrealized -14.5%
ADSK AUTODESK INC 0.0%
Value ($000) $1,532 (-10.9%) Shares 6,399 (+10.2%) Est. Cost $229.93 Unrealized +10.4%
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $10,258 (+1.9%) Shares 959,584 (+3.1%) Est. Cost $12.44 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $2,668 (+7.5%) Shares 9,850 (+3.0%) Est. Cost $215.41 Unrealized +20.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $729 (+34.3%) Shares 9,550 (+12.3%) Est. Cost $80.90 Unrealized -10.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,561 (+13.5%) Shares 20,953 (+23.9%) Est. Cost $44.59 Unrealized +84.4%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $1,017 (-15.3%) Shares 4,818 (+1.3%) Est. Cost $113.86 Unrealized +127.9%
FTNT FORTINET INC 0.0%
Value ($000) $723 (+33.5%) Shares 8,850 (+29.7%) Est. Cost $69.85 Unrealized +14.5%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $1,069 (+20.4%) Shares 8,154 (+19.5%) Est. Cost $129.14 Unrealized +1.4%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $517 (+53.3%) Shares 19,949 (+76.3%) Est. Cost $17.43 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $402 (+79.9%) Shares 3,938 (+46.1%) Est. Cost $72.30 Unrealized +15.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $473 (+59.3%) Shares 4,117 (+21.1%) Est. Cost $89.66 Unrealized +6.7%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $927 (+22.8%) Shares 13,046 (+28.4%) Est. Cost $83.61 Unrealized +1.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $935 (-15.2%) Shares 23,180 (+41.4%) Est. Cost $73.78 Unrealized -22.9%
NET CLOUDFLARE INC 0.0%
Value ($000) $2,302 (+7.7%) Shares 11,154 (+2.9%) Est. Cost $142.75 Unrealized +27.8%
HAS HASBRO INC 0.0%
Value ($000) $722 (+29.3%) Shares 7,713 (+13.3%) Est. Cost $61.67 Unrealized +50.3%
DGRO ISHARES TR 0.0%
Value ($000) $1,004 (+19.4%) Shares 14,299 (+18.1%) Est. Cost $64.00 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $471 (+53.0%) Shares 3,494 (+36.0%) Est. Cost $100.82 Unrealized +24.9%
NTES NETEASE COM INC 0.0%
Value ($000) $847 (-16.1%) Shares 7,565 (+3.1%) Est. Cost $134.28 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $893 (+22.3%) Shares 21,555 (+13.4%) Est. Cost $34.39 Unrealized +23.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $609 (-20.9%) Shares 3,751 (+8.6%) Est. Cost $212.62 Unrealized -7.0%
MET METLIFE INC 0.0%
Value ($000) $5,353 (-2.9%) Shares 75,695 (+8.4%) Est. Cost $38.05 Unrealized +103.5%
SONY SONY GROUP CORP 0.0%
Value ($000) $2,803 (+6.1%) Shares 135,426 (+31.2%) Est. Cost $31.31 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $445 (+55.0%) Shares 1,171 (+38.7%) Est. Cost $337.70 Unrealized +21.6%
APA APA CORPORATION 0.0%
Value ($000) $363 (+76.7%) Shares 8,557 (+1.9%) Est. Cost $24.17 Unrealized +9.4%
AZO AUTOZONE INC 0.0%
Value ($000) $1,645 (+10.5%) Shares 487 (+10.9%) Est. Cost $1412.67 Unrealized +156.6%
SRRK SCHOLAR ROCK HLDG CORP 0.0%
Value ($000) $509 (+43.7%) Shares 10,364 (+28.8%) Est. Cost $39.29 Unrealized +15.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $807 (+23.7%) Shares 11,857 (+51.7%) Est. Cost $48.50 Unrealized +57.3%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $570 (+37.1%) Shares 15,516 (+17.3%) Est. Cost $22.72 Unrealized +54.9%
MCO MOODYS CORP 0.0%
Value ($000) $6,792 (-2.2%) Shares 15,568 (+14.5%) Est. Cost $322.19 Unrealized +52.0%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $373 (+68.4%) Shares 5,767 (+39.2%) Est. Cost $57.65 Unrealized +16.6%
SLV ISHARES SILVER TR 0.0%
Value ($000) $2,149 (+7.5%) Shares 31,537 (+1.7%) Est. Cost $28.24 Unrealized
MOS MOSAIC CO 0.0%
Value ($000) $1,609 (+10.1%) Shares 63,097 (+4.0%) Est. Cost $29.36 Unrealized -5.1%
CLS CELESTICA INC 0.0%
Value ($000) $690 (+26.9%) Shares 2,448 (+33.2%) Est. Cost $120.57 Unrealized +149.6%
WDAY WORKDAY INC 0.0%
Value ($000) $477 (+43.9%) Shares 3,670 (+137.8%) Est. Cost $186.68 Unrealized -7.5%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $834 (-14.7%) Shares 23,486 (+7.0%) Est. Cost $35.32 Unrealized +15.7%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $378 (+60.8%) Shares 16,012 (+62.7%) Est. Cost $24.08 Unrealized +9.4%
LRN STRIDE INC 0.0%
Value ($000) $349 (+68.5%) Shares 3,962 (+24.1%) Est. Cost $93.15 Unrealized -16.1%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $755 (-15.7%) Shares 13,062 (+5.3%) Est. Cost $61.09 Unrealized
XPRO EXPRO GROUP HOLDINGS NV 0.0%
Value ($000) $454 (+44.8%) Shares 26,105 (+11.0%) Est. Cost $13.73 Unrealized +16.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $30,675 (+0.5%) Shares 95,617 (+5.0%) Est. Cost $183.38 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $1,620 (+9.3%) Shares 8,834 (+4.9%) Est. Cost $226.89 Unrealized -19.2%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $483 (-22.2%) Shares 3,789 (+5.6%) Est. Cost $75.23 Unrealized +113.8%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $735 (+23.0%) Shares 37,555 (+15.9%) Est. Cost $16.01 Unrealized +27.8%
IT GARTNER INC 0.0%
Value ($000) $237 (-36.5%) Shares 1,495 (+1.2%) Est. Cost $348.86 Unrealized -43.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $395 (+51.7%) Shares 15,270 (+79.0%) Est. Cost $30.39 Unrealized +2.1%
AON AON PLC 0.0%
Value ($000) $2,274 (-5.6%) Shares 7,044 (+3.2%) Est. Cost $223.63 Unrealized +50.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $793 (+19.7%) Shares 5,425 (+5.6%) Est. Cost $103.47 Unrealized +32.2%
SE SEA LTD 0.0%
Value ($000) $480 (-21.3%) Shares 5,800 (+21.3%) Est. Cost $157.60 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $365 (+54.8%) Shares 5,888 (+35.4%) Est. Cost $54.65 Unrealized +17.3%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $385 (+49.2%) Shares 2,573 (+57.9%) Est. Cost $162.06 Unrealized +1.0%
RACE FERRARI N V 0.0%
Value ($000) $669 (+22.7%) Shares 1,976 (+34.0%) Est. Cost $295.18 Unrealized +20.8%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,199 (+5.9%) Shares 85,757 (+11.2%) Est. Cost $31.61 Unrealized
DORM DORMAN PRODS INC 0.0%
Value ($000) $741 (-14.0%) Shares 7,101 (+1.5%) Est. Cost $111.77 Unrealized +13.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $420 (+39.9%) Shares 5,853 (+26.7%) Est. Cost $60.32 Unrealized +12.1%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $2,148 (+5.9%) Shares 10,276 (+15.2%) Est. Cost $169.58 Unrealized +35.5%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $361 (+48.9%) Shares 2,026 (+55.7%) Est. Cost $183.50 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value ($000) $280 (+71.7%) Shares 35,468 (+82.6%) Est. Cost $7.79 Unrealized
PPL PPL CORP 0.0%
Value ($000) $424 (+38.0%) Shares 11,108 (+26.5%) Est. Cost $27.11 Unrealized +33.6%
SMH VANECK ETF TRUST 0.0%
Value ($000) $366 (+46.3%) Shares 954 (+37.5%) Est. Cost $366.47 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $6,918 (+1.7%) Shares 96,324 (+12.4%) Est. Cost $62.33 Unrealized +25.1%
FBNC FIRST BANCORP N C 0.0%
Value ($000) $590 (+24.0%) Shares 10,468 (+11.8%) Est. Cost $43.07 Unrealized +34.9%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $582 (+24.1%) Shares 6,417 (+24.1%) Est. Cost $63.07 Unrealized +50.0%
ITA ISHARES TR 0.0%
Value ($000) $973 (+13.1%) Shares 4,448 (+11.0%) Est. Cost $127.16 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $2,084 (+5.5%) Shares 60,500 (+11.1%) Est. Cost $19.63 Unrealized +89.0%
SMTC SEMTECH CORP 0.0%
Value ($000) $675 (+19.0%) Shares 8,778 (+14.1%) Est. Cost $60.34 Unrealized +36.6%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $397 (-21.4%) Shares 3,561 (+2.2%) Est. Cost $132.98 Unrealized +0.3%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $367 (+41.2%) Shares 15,913 (+22.3%) Est. Cost $29.21 Unrealized -28.3%
INGM INGRAM MICRO HLDG CORP 0.0%
Value ($000) $534 (+25.1%) Shares 22,900 (+14.5%) Est. Cost $21.91 Unrealized -3.1%
WHD CACTUS INC 0.0%
Value ($000) $398 (+35.4%) Shares 8,396 (+30.6%) Est. Cost $49.61 Unrealized +11.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $479 (+27.5%) Shares 2,450 (+2.3%) Est. Cost $162.06 Unrealized +13.0%
PRK PARK NATL CORP 0.0%
Value ($000) $308 (+50.2%) Shares 1,884 (+39.9%) Est. Cost $165.78 Unrealized +0.0%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $756 (+15.2%) Shares 2,689 (+2.9%) Est. Cost $131.32 Unrealized +107.1%
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $420 (+30.2%) Shares 5,763 (+28.3%) Est. Cost $85.41 Unrealized -4.2%
RNST RENASANT CORP 0.0%
Value ($000) $1,011 (+10.6%) Shares 27,987 (+7.8%) Est. Cost $30.64 Unrealized +25.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $706 (+15.9%) Shares 39,195 (+30.1%) Est. Cost $14.26 Unrealized +40.3%
NWBI NORTHWEST BANCSHARES INC 0.0%
Value ($000) $279 (+52.3%) Shares 21,964 (+44.1%) Est. Cost $9.10 Unrealized +38.4%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $374 (+34.0%) Shares 1,874 (+26.9%) Est. Cost $161.52 Unrealized +19.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,276 (+8.0%) Shares 14,107 (+7.4%) Est. Cost $95.62 Unrealized -4.1%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $516 (-15.4%) Shares 3,447 (+13.7%) Est. Cost $189.43 Unrealized -20.7%
MRX MAREX GROUP PLC 0.0%
Value ($000) $395 (+31.0%) Shares 8,862 (+12.7%) Est. Cost $28.89 Unrealized +38.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,821 (-4.9%) Shares 6,520 (+20.4%) Est. Cost $185.72 Unrealized +62.2%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $293 (+45.1%) Shares 2,136 (+34.0%) Est. Cost $133.02 Unrealized +5.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $363 (+32.7%) Shares 8,156 (+56.4%) Est. Cost $40.52 Unrealized +27.0%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $965 (-8.5%) Shares 43,323 (+14.5%) Est. Cost $35.32 Unrealized -22.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $481 (+22.6%) Shares 12,733 (+3.9%) Est. Cost $169.98 Unrealized -75.7%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $862 (+11.5%) Shares 11,459 (+26.7%) Est. Cost $62.14 Unrealized +22.8%
DHI D R HORTON INC 0.0%
Value ($000) $3,280 (+2.8%) Shares 23,902 (+7.9%) Est. Cost $99.18 Unrealized +57.2%
HUM HUMANA INC 0.0%
Value ($000) $299 (-22.6%) Shares 1,725 (+14.3%) Est. Cost $308.92 Unrealized -27.6%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1,617 (+5.6%) Shares 7,468 (+26.2%) Est. Cost $248.56 Unrealized -3.3%
OSW ONESPAWORLD HOLDINGS LIMITED 0.0%
Value ($000) $561 (+17.7%) Shares 24,455 (+6.3%) Est. Cost $19.81 Unrealized +6.7%
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $348 (+31.6%) Shares 7,500 (+54.9%) Est. Cost $54.86 Unrealized -0.6%
SCZ ISHARES TR 0.0%
Value ($000) $926 (+9.7%) Shares 11,810 (+8.5%) Est. Cost $65.86 Unrealized
UE URBAN EDGE PPTYS 0.0%
Value ($000) $492 (+19.8%) Shares 24,629 (+15.1%) Est. Cost $18.36 Unrealized
SSD SIMPSON MFG INC 0.0%
Value ($000) $570 (+16.2%) Shares 3,323 (+9.3%) Est. Cost $170.35 Unrealized +10.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $372 (+27.0%) Shares 5,125 (+17.9%) Est. Cost $91.34 Unrealized -18.9%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $773 (+11.0%) Shares 4,242 (+8.8%) Est. Cost $128.23 Unrealized +62.1%
NDAQ NASDAQ INC 0.0%
Value ($000) $1,114 (-6.3%) Shares 13,128 (+7.2%) Est. Cost $61.51 Unrealized +49.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $1,623 (-4.4%) Shares 2,228 (+6.2%) Est. Cost $507.33 Unrealized +74.0%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $1,716 (+4.3%) Shares 12,692 (+6.3%) Est. Cost $71.76 Unrealized +90.6%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $253 (+37.2%) Shares 11,079 (+7.0%) Est. Cost $17.84 Unrealized +7.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1,058 (+6.9%) Shares 6,134 (+23.6%) Est. Cost $184.47 Unrealized +7.1%
CPNG COUPANG INC 0.0%
Value ($000) $517 (-11.4%) Shares 27,386 (+10.7%) Est. Cost $24.33 Unrealized -18.4%
COO COOPER COS INC 0.0%
Value ($000) $509 (-11.5%) Shares 7,116 (+1.5%) Est. Cost $96.36 Unrealized -14.8%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $943 (-6.5%) Shares 2,627 (+2.6%) Est. Cost $191.27 Unrealized
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value ($000) $1,027 (+6.7%) Shares 17,815 (+8.4%) Est. Cost $26.27 Unrealized +131.6%
SF STIFEL FINL CORP 0.0%
Value ($000) $442 (-12.6%) Shares 5,978 (+48.0%) Est. Cost $102.60 Unrealized +22.3%
MRCY MERCURY SYS INC 0.0%
Value ($000) $380 (+19.8%) Shares 5,216 (+20.0%) Est. Cost $56.37 Unrealized +60.7%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $428 (-12.7%) Shares 1,007 (+16.7%) Est. Cost $408.56 Unrealized +28.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,183 (-5.0%) Shares 6,236 (+12.0%) Est. Cost $127.73 Unrealized +59.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $840 (+8.0%) Shares 10,487 (+6.7%) Est. Cost $57.71 Unrealized +56.7%
TEM TEMPUS AI INC 0.0%
Value ($000) $234 (-20.8%) Shares 5,180 (+3.5%) Est. Cost $54.22 Unrealized +12.9%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $552 (+12.5%) Shares 2,994 (+8.2%) Est. Cost $155.33 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $424 (+16.5%) Shares 3,090 (+22.1%) Est. Cost $106.46 Unrealized +36.9%
IVZ INVESCO LTD 0.0%
Value ($000) $511 (+13.3%) Shares 21,037 (+22.6%) Est. Cost $24.90 Unrealized +10.3%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $596 (+10.8%) Shares 25,183 (+8.0%) Est. Cost $26.34 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $322 (+21.7%) Shares 5,872 (+2.2%) Est. Cost $34.07 Unrealized +46.9%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $356 (+19.3%) Shares 22,410 (+96.6%) Est. Cost $23.51 Unrealized -1.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $282 (-16.9%) Shares 2,084 (+25.8%) Est. Cost $213.34 Unrealized -10.6%
RBC RBC BEARINGS INC 0.0%
Value ($000) $300 (+22.9%) Shares 553 (+1.5%) Est. Cost $355.42 Unrealized +45.6%
MUB ISHARES TR 0.0%
Value ($000) $2,611 (+2.1%) Shares 24,596 (+3.1%) Est. Cost $109.98 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2,373 (-2.2%) Shares 151,635 (+8.4%) Est. Cost $12.31 Unrealized +45.3%
HBNC HORIZON BANCORP IND 0.0%
Value ($000) $626 (+9.4%) Shares 37,778 (+12.0%) Est. Cost $16.42 Unrealized +7.5%
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,058 (+5.3%) Shares 10,380 (+4.4%) Est. Cost $110.40 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $4,645 (+1.1%) Shares 10,402 (+2.7%) Est. Cost $247.64 Unrealized +88.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $4,108 (-1.2%) Shares 23,682 (+5.6%) Est. Cost $90.72 Unrealized +99.9%
CPAY CORPAY INC 0.0%
Value ($000) $290 (+21.0%) Shares 995 (+25.2%) Est. Cost $302.94 Unrealized +8.1%
MAS MASCO CORP 0.0%
Value ($000) $301 (+20.0%) Shares 4,988 (+26.2%) Est. Cost $54.57 Unrealized +29.4%
NYT NEW YORK TIMES CO MTN BE 0.0%
Value ($000) $273 (+22.3%) Shares 3,255 (+1.4%) Est. Cost $61.97 Unrealized +16.6%
GFF GRIFFON CORP 0.0%
Value ($000) $273 (+21.9%) Shares 3,757 (+23.5%) Est. Cost $78.33 Unrealized +8.5%
DB DEUTSCHE BK AG 0.0%
Value ($000) $398 (+13.7%) Shares 13,377 (+47.2%) Est. Cost $35.81 Unrealized +6.2%
NICE NICE LTD 0.0%
Value ($000) $1,230 (+3.9%) Shares 11,154 (+6.5%) Est. Cost $125.52 Unrealized
MSA MSA SAFETY INC 0.0%
Value ($000) $523 (+9.6%) Shares 3,192 (+7.0%) Est. Cost $171.17 Unrealized +8.3%
DXCM DEXCOM INC 0.0%
Value ($000) $549 (+9.0%) Shares 8,742 (+15.2%) Est. Cost $92.78 Unrealized -23.6%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $405 (+12.2%) Shares 15,396 (+19.4%) Est. Cost $30.99 Unrealized -8.6%
EFX EQUIFAX INC 0.0%
Value ($000) $683 (+6.8%) Shares 3,793 (+28.8%) Est. Cost $160.44 Unrealized +27.4%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $669 (+6.8%) Shares 32,887 (+1.5%) Est. Cost $12.05 Unrealized +73.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $351 (+13.1%) Shares 2,338 (+4.0%) Est. Cost $210.91 Unrealized -26.0%
HMC HONDA MOTOR CO LTD 0.0%
Value ($000) $284 (+16.5%) Shares 11,700 (+41.3%) Est. Cost $26.70 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $374 (+12.0%) Shares 1,765 (+2.7%) Est. Cost $172.61 Unrealized +23.9%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $330 (-10.7%) Shares 1,805 (+18.1%) Est. Cost $203.86 Unrealized +45.4%
RPM RPM INTL INC 0.0%
Value ($000) $1,183 (-3.1%) Shares 11,903 (+1.4%) Est. Cost $73.25 Unrealized +53.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $298 (-10.9%) Shares 1,918 (+3.4%) Est. Cost $174.31 Unrealized +6.8%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $913 (+4.1%) Shares 36,870 (+1.2%) Est. Cost $25.05 Unrealized
TOST TOAST INC 0.0%
Value ($000) $493 (+7.8%) Shares 18,612 (+44.3%) Est. Cost $37.77 Unrealized -17.9%
CRH CRH PLC 0.0%
Value ($000) $483 (+7.9%) Shares 4,596 (+28.1%) Est. Cost $108.29 Unrealized +14.8%
GPOR GULFPORT ENERGY CORP 0.0%
Value ($000) $1,244 (+2.9%) Shares 5,881 (+1.2%) Est. Cost $187.97 Unrealized +3.6%
ISHG ISHARES TR 0.0%
Value ($000) $251 (+16.0%) Shares 3,380 (+17.7%) Est. Cost $70.95 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $133 (-20.2%) Shares 22,207 (+5.8%) Est. Cost $10.84 Unrealized -36.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $280 (+13.6%) Shares 4,175 (+9.0%) Est. Cost $43.11 Unrealized +70.8%
NVR NVR INC 0.0%
Value ($000) $435 (-6.8%) Shares 66 (+3.1%) Est. Cost $4425.38 Unrealized +72.2%
USIG ISHARES TR 0.0%
Value ($000) $4,141 (+0.8%) Shares 80,822 (+1.8%) Est. Cost $68.91 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $278 (+12.7%) Shares 1,323 (+52.6%) Est. Cost $258.08 Unrealized +2.4%
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value ($000) $524 (+6.3%) Shares 3,153 (+2.9%) Est. Cost $105.97 Unrealized +71.1%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $272 (+12.5%) Shares 2,561 (+6.8%) Est. Cost $103.00 Unrealized -3.9%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $551 (+5.8%) Shares 2,647 (+14.2%) Est. Cost $106.61 Unrealized
CHEF CHEFS WHSE INC 0.0%
Value ($000) $1,030 (-2.6%) Shares 17,319 (+2.1%) Est. Cost $43.38 Unrealized +50.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $350 (-7.2%) Shares 6,487 (+12.1%) Est. Cost $51.88 Unrealized +12.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $302 (-8.1%) Shares 3,281 (+11.6%) Est. Cost $79.67 Unrealized +40.2%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $719 (-3.5%) Shares 2,473 (+9.0%) Est. Cost $300.85 Unrealized +4.7%
BX BLACKSTONE INC 0.0%
Value ($000) $2,981 (+0.8%) Shares 25,928 (+35.2%) Est. Cost $110.84 Unrealized +27.1%
BOND PIMCO ETF TR 0.0%
Value ($000) $350 (+7.6%) Shares 3,797 (+8.6%) Est. Cost $105.37 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $562 (-4.2%) Shares 3,218 (+24.1%) Est. Cost $235.78 Unrealized -14.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $545 (+4.7%) Shares 1,812 (+24.4%) Est. Cost $351.79 Unrealized +1.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $414 (+6.2%) Shares 3,255 (+10.6%) Est. Cost $116.94 Unrealized +18.5%
CHE CHEMED CORP NEW 0.0%
Value ($000) $518 (-4.5%) Shares 1,371 (+8.2%) Est. Cost $388.76 Unrealized +15.9%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,133 (-1.1%) Shares 19,236 (+5.0%) Est. Cost $73.68 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $304 (+8.4%) Shares 11,114 (+11.6%) Est. Cost $25.90 Unrealized +8.7%
R RYDER SYS INC 0.0%
Value ($000) $256 (+10.1%) Shares 1,249 (+3.0%) Est. Cost $181.03 Unrealized +12.2%
IWB ISHARES TR 0.0%
Value ($000) $6,870 (+0.3%) Shares 19,267 (+5.1%) Est. Cost $234.23 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $604 (+3.6%) Shares 1,763 (+37.4%) Est. Cost $415.98 Unrealized -7.4%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $494 (+4.3%) Shares 3,123 (+20.4%) Est. Cost $170.08 Unrealized +3.1%
LAZ LAZARD INC 0.0%
Value ($000) $563 (-3.3%) Shares 13,242 (+10.5%) Est. Cost $48.62 Unrealized +8.2%
SPIP SPDR SERIES TRUST 0.0%
Value ($000) $452 (+4.2%) Shares 17,393 (+4.0%) Est. Cost $25.81 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $430 (+4.3%) Shares 3,092 (+4.8%) Est. Cost $92.96 Unrealized +52.5%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $259 (-6.3%) Shares 2,084 (+3.5%) Est. Cost $132.83 Unrealized +20.8%
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $351 (-4.7%) Shares 30,169 (+16.0%) Est. Cost $16.36 Unrealized -22.6%
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value ($000) $448 (+3.5%) Shares 4,857 (+6.2%) Est. Cost $99.60 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1,544 (-0.9%) Shares 23,227 (+3.4%) Est. Cost $41.00 Unrealized +70.4%
MSCI MSCI INC 0.0%
Value ($000) $1,158 (-1.1%) Shares 2,148 (+5.2%) Est. Cost $427.70 Unrealized +33.1%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $451 (+3.0%) Shares 5,303 (+19.3%) Est. Cost $69.21 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $230 (+5.2%) Shares 7,420 (+2.2%) Est. Cost $44.87 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3,966 (-0.3%) Shares 10,159 (+19.8%) Est. Cost $294.13 Unrealized +46.6%
MD PEDIATRIX MEDICAL GROUP INC 0.0%
Value ($000) $491 (+2.0%) Shares 22,941 (+2.0%) Est. Cost $14.23 Unrealized +49.5%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value ($000) $206 (+4.9%) Shares 13,761 (+11.2%) Est. Cost $15.79 Unrealized +6.4%
B BARRICK MNG CORP 0.0%
Value ($000) $776 (+1.2%) Shares 19,016 (+8.1%) Est. Cost $21.79 Unrealized +121.6%
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $262 (+3.4%) Shares 1,283 (+3.1%) Est. Cost $147.90 Unrealized +40.4%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $202 (-4.1%) Shares 1,174 (+7.8%) Est. Cost $192.66 Unrealized -0.1%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $626 (+1.3%) Shares 3,182 (+11.7%) Est. Cost $190.76 Unrealized +22.9%
FROG JFROG LTD 0.0%
Value ($000) $248 (-2.6%) Shares 5,292 (+29.6%) Est. Cost $55.98 Unrealized -5.4%
TTAM TITAN AMER SA 0.0%
Value ($000) $352 (+1.7%) Shares 23,500 (+11.9%) Est. Cost $15.22 Unrealized +17.6%
NRG NRG ENERGY INC 0.0%
Value ($000) $335 (-1.6%) Shares 2,295 (+7.2%) Est. Cost $134.18 Unrealized +18.1%
PII POLARIS INC 0.0%
Value ($000) $619 (-0.8%) Shares 11,363 (+15.1%) Est. Cost $78.37 Unrealized -13.8%
HRB BLOCK H & R INC 0.0%
Value ($000) $207 (+2.2%) Shares 6,520 (+40.4%) Est. Cost $43.74 Unrealized -15.1%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $403 (+1.0%) Shares 4,662 (+9.7%) Est. Cost $90.97 Unrealized +5.2%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $394 (+0.8%) Shares 7,593 (+2.3%) Est. Cost $52.70 Unrealized +12.2%
DOLE DOLE PLC 0.0%
Value ($000) $452 (-0.6%) Shares 31,607 (+4.3%) Est. Cost $14.12 Unrealized +9.1%
NB NIOCORP DEVS LTD 0.0%
Value ($000) $71 (+3.3%) Shares 15,963 (+22.8%) Est. Cost $2.46 Unrealized +156.1%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $213 (-0.9%) Shares 704 (+4.5%) Est. Cost $274.48 Unrealized +23.1%
WRB BERKLEY W R CORP 0.0%
Value ($000) $272 (+0.5%) Shares 4,109 (+6.4%) Est. Cost $47.03 Unrealized +47.7%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $61 (-1.2%) Shares 16,677 (+34.7%) Est. Cost $5.13 Unrealized -12.4%
TTAN SERVICETITAN INC 0.0%
Value ($000) $576 (-0.1%) Shares 9,076 (+67.6%) Est. Cost $97.47 Unrealized -17.1%

Exited Positions (79)

INSP INSPIRE MED SYS INC 0.1%
Value ($000) $18,450 Shares 200,042 Est. Cost $191.38 Unrealized -59.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $4,968 Shares 54,039 Est. Cost $49.50 Unrealized
IETC ISHARES U S ETF TR 0.0%
Value ($000) $2,774 Shares 27,304 Est. Cost $94.00 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value ($000) $851 Shares 35,270 Est. Cost $23.53 Unrealized +1.3%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $633 Shares 1,420 Est. Cost $355.63 Unrealized
BASG ADVISORS INNER CIRCLE FD III 0.0%
Value ($000) $619 Shares 23,946 Est. Cost $25.87 Unrealized
QIAGEN NV 0.0%
Value ($000) $607 Shares 13,505 Est. Cost $41.00 Unrealized
LNN LINDSAY CORP 0.0%
Value ($000) $570 Shares 4,839 Est. Cost $125.16 Unrealized +2.5%
ALAB ASTERA LABS INC 0.0%
Value ($000) $565 Shares 3,394 Est. Cost $164.44 Unrealized -4.1%
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $520 Shares 1,322 Est. Cost $428.75 Unrealized -14.2%
CMA COMERICA INC 0.0%
Value ($000) $517 Shares 5,942 Est. Cost $56.09 Unrealized +64.5%
EVR EVERCORE INC 0.0%
Value ($000) $497 Shares 1,462 Est. Cost $154.64 Unrealized +127.5%
PI IMPINJ INC 0.0%
Value ($000) $486 Shares 2,792 Est. Cost $122.25 Unrealized +24.3%
CRBG COREBRIDGE FINL INC 0.0%
Value ($000) $464 Shares 15,381 Est. Cost $28.28 Unrealized +7.0%
PINS PINTEREST INC 0.0%
Value ($000) $448 Shares 17,299 Est. Cost $30.98 Unrealized -28.2%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $442 Shares 2,417 Est. Cost $121.80 Unrealized +42.6%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $434 Shares 1,041 Est. Cost $288.14 Unrealized +39.1%
IYY ISHARES TR 0.0%
Value ($000) $431 Shares 2,601 Est. Cost $152.08 Unrealized
GLXY GALAXY DIGITAL INC. 0.0%
Value ($000) $425 Shares 19,000 Est. Cost $26.97 Unrealized -5.8%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $410 Shares 8,127 Est. Cost $50.28 Unrealized +19.4%
NBHC NATIONAL BK HLDGS CORP 0.0%
Value ($000) $381 Shares 10,029 Est. Cost $36.43 Unrealized +11.7%
NN NEXTNAV INC 0.0%
Value ($000) $378 Shares 22,707 Est. Cost $14.20 Unrealized +9.6%
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $353 Shares 17,892 Est. Cost $19.74 Unrealized
RYTM RHYTHM PHARMACEUTICALS INC 0.0%
Value ($000) $350 Shares 3,271 Est. Cost $106.08 Unrealized -3.1%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $342 Shares 16,626 Est. Cost $20.60 Unrealized
VRNS VARONIS SYS INC 0.0%
Value ($000) $341 Shares 10,400 Est. Cost $36.46 Unrealized -19.3%
WAY WAYSTAR HLDG CORP 0.0%
Value ($000) $332 Shares 10,131 Est. Cost $37.80 Unrealized -27.3%
CDW CDW CORP 0.0%
Value ($000) $313 Shares 2,299 Est. Cost $185.68 Unrealized -30.0%
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $309 Shares 20,619 Est. Cost $15.00 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $302 Shares 3,853 Est. Cost $51.09 Unrealized +56.2%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $297 Shares 7,509 Est. Cost $39.59 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $285 Shares 4,687 Est. Cost $74.98 Unrealized -6.7%
EXTR EXTREME NETWORKS 0.0%
Value ($000) $284 Shares 17,068 Est. Cost $14.42 Unrealized +4.5%
ACVA ACV AUCTIONS INC 0.0%
Value ($000) $284 Shares 35,366 Est. Cost $17.72 Unrealized -56.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $282 Shares 2,294 Est. Cost $86.31 Unrealized +48.8%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $274 Shares 1,297 Est. Cost $172.99 Unrealized
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $261 Shares 1,775 Est. Cost $121.61 Unrealized +10.4%
TMFC RBB FD INC 0.0%
Value ($000) $251 Shares 3,500 Est. Cost $71.77 Unrealized
CRNX CRINETICS PHARMACEUTICALS IN 0.0%
Value ($000) $249 Shares 5,357 Est. Cost $34.87 Unrealized +41.1%
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $245 Shares 2,739 Est. Cost $79.08 Unrealized +16.3%
AGYS AGILYSYS INC 0.0%
Value ($000) $244 Shares 2,053 Est. Cost $120.36 Unrealized -20.2%
IONQ IONQ INC 0.0%
Value ($000) $244 Shares 5,434 Est. Cost $48.31 Unrealized -14.3%
ORI OLD REP INTL CORP 0.0%
Value ($000) $244 Shares 5,337 Est. Cost $33.71 Unrealized +23.3%
BXP BXP INC 0.0%
Value ($000) $241 Shares 3,578 Est. Cost $55.64 Unrealized +21.9%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $238 Shares 3,302 Est. Cost $113.20 Unrealized -26.4%
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $235 Shares 12,971 Est. Cost $14.51 Unrealized +25.8%
KNTK KINETIK HOLDINGS INC 0.0%
Value ($000) $235 Shares 6,510 Est. Cost $42.21 Unrealized -4.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $235 Shares 1,264 Est. Cost $200.24 Unrealized -11.9%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $229 Shares 5,149 Est. Cost $44.47 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $228 Shares 945 Est. Cost $210.94 Unrealized
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $227 Shares 3,598 Est. Cost $66.06 Unrealized -7.9%
ASGN ASGN INC 0.0%
Value ($000) $224 Shares 4,651 Est. Cost $80.50 Unrealized -40.2%
FSFG FIRST SVGS FINL GROUP INC 0.0%
Value ($000) $223 Shares 7,000 Est. Cost $26.61 Unrealized +22.8%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $223 Shares 7,689 Est. Cost $25.56 Unrealized +30.9%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $220 Shares 1,253 Est. Cost $179.61 Unrealized -6.8%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $219 Shares 4,796 Est. Cost $48.18 Unrealized +29.2%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $217 Shares 747 Est. Cost $280.03 Unrealized -11.8%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $216 Shares 2,584 Est. Cost $71.28 Unrealized +35.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $214 Shares 10,876 Est. Cost $11.58 Unrealized +40.9%
ROCK GIBRALTAR INDS INC 0.0%
Value ($000) $212 Shares 4,285 Est. Cost $66.73 Unrealized -21.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $212 Shares 12,222 Est. Cost $22.38 Unrealized -19.5%
IYF ISHARES TR 0.0%
Value ($000) $209 Shares 1,620 Est. Cost $128.93 Unrealized
PBH PRESTIGE CONSMR HEALTHCARE I 0.0%
Value ($000) $209 Shares 3,380 Est. Cost $61.93 Unrealized +6.2%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $208 Shares 7,016 Est. Cost $29.61 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value ($000) $206 Shares 4,414 Est. Cost $55.40 Unrealized -10.7%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $205 Shares 1,824 Est. Cost $105.17 Unrealized +10.5%
OPCH OPTION CARE HEALTH INC 0.0%
Value ($000) $205 Shares 6,426 Est. Cost $29.35 Unrealized +17.2%
AMCOR PLC 0.0%
Value ($000) $204 Shares 24,489 Est. Cost $8.93 Unrealized -5.9%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $204 Shares 4,428 Est. Cost $46.24 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $203 Shares 5,757 Est. Cost $35.33 Unrealized
POOL POOL CORP 0.0%
Value ($000) $203 Shares 887 Est. Cost $156.31 Unrealized +61.1%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $202 Shares 13,704 Est. Cost $18.91 Unrealized -28.5%
WGS GENEDX HOLDINGS CORP 0.0%
Value ($000) $201 Shares 1,548 Est. Cost $108.95 Unrealized -7.2%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $195 Shares 13,080 Est. Cost $21.25 Unrealized -35.4%
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value ($000) $178 Shares 17,920 Est. Cost $9.91 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $97 Shares 10,839 Est. Cost $8.99 Unrealized +1.3%
RSKD RISKIFIED LTD 0.0%
Value ($000) $91 Shares 18,377 Est. Cost $4.99 Unrealized -9.0%
NABL N-ABLE INC 0.0%
Value ($000) $84 Shares 11,232 Est. Cost $8.86 Unrealized -31.6%
TELFY TELEFONICA S A 0.0%
Value ($000) $61 Shares 15,138 Est. Cost $4.05 Unrealized

Decreased Positions (467)

RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $343,800 (-22.7%) Shares 1,791,371 (-22.8%) Est. Cost $134.57 Unrealized
AVGO BROADCOM INC 1.9%
Value ($000) $518,126 (-12.7%) Shares 1,674,021 (-2.3%) Est. Cost $145.31 Unrealized +130.0%
ORCL ORACLE CORP 0.7%
Value ($000) $180,702 (-26.8%) Shares 1,228,349 (-3.1%) Est. Cost $33.32 Unrealized +409.0%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $274,254 (+22.0%) Shares 1,325,537 (-10.1%) Est. Cost $136.57 Unrealized +25.8%
QUAL ISHARES TR 1.8%
Value ($000) $483,934 (-8.4%) Shares 2,522,985 (-5.2%) Est. Cost $96.86 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $96,098 (-27.7%) Shares 317,701 (-11.6%) Est. Cost $156.19 Unrealized +128.0%
CCJ CAMECO CORP 1.8%
Value ($000) $482,950 (+7.5%) Shares 4,446,645 (-9.5%) Est. Cost $13.48 Unrealized +762.6%
GLW CORNING INC 0.3%
Value ($000) $95,650 (+53.1%) Shares 703,463 (-1.4%) Est. Cost $58.45 Unrealized +91.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $137,486 (-18.9%) Shares 279,710 (-4.3%) Est. Cost $74.89 Unrealized +667.3%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $132,402 (-19.1%) Shares 1,289,584 (-1.3%) Est. Cost $76.74 Unrealized +50.4%
WFC WELLS FARGO & CO 0.5%
Value ($000) $148,346 (-17.1%) Shares 1,863,405 (-3.0%) Est. Cost $41.92 Unrealized +114.8%
GTLS CHART INDS INC 0.1%
Value ($000) $24,248 (-55.5%) Shares 117,279 (-55.7%) Est. Cost $166.83 Unrealized +24.1%
TMUS T-MOBILE US INC 0.2%
Value ($000) $54,691 (-35.2%) Shares 260,394 (-37.3%) Est. Cost $141.72 Unrealized +41.3%
BAC BANK AMERICA CORP 0.7%
Value ($000) $186,501 (-13.2%) Shares 3,825,651 (-2.1%) Est. Cost $26.96 Unrealized +99.0%
GOOG ALPHABET INC 0.7%
Value ($000) $202,061 (-11.9%) Shares 704,389 (-3.6%) Est. Cost $111.65 Unrealized +189.9%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $56,602 (-32.4%) Shares 108,285 (-21.8%) Est. Cost $385.85 Unrealized +73.6%
ZS ZSCALER INC 0.0%
Value ($000) $11,174 (-70.7%) Shares 79,648 (-53.1%) Est. Cost $195.76 Unrealized -1.2%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $54,437 (-31.5%) Shares 127,985 (-15.9%) Est. Cost $311.40 Unrealized +55.8%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $49,771 (-30.5%) Shares 251,002 (-6.0%) Est. Cost $71.89 Unrealized +252.3%
GTLB GITLAB INC 0.0%
Value ($000) $5,389 (-80.1%) Shares 249,033 (-65.4%) Est. Cost $56.33 Unrealized -41.7%
NEM NEWMONT CORP 0.3%
Value ($000) $78,928 (-20.8%) Shares 729,122 (-27.0%) Est. Cost $48.49 Unrealized +143.6%
EAGG ISHARES TR 0.1%
Value ($000) $18,542 (-50.1%) Shares 389,953 (-49.8%) Est. Cost $50.41 Unrealized
IAU ISHARES GOLD TR 1.2%
Value ($000) $318,911 (+6.0%) Shares 3,617,414 (-2.4%) Est. Cost $39.01 Unrealized
INTU INTUIT 0.1%
Value ($000) $31,498 (-35.8%) Shares 72,849 (-1.6%) Est. Cost $109.25 Unrealized +355.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.2%
Value ($000) $49,081 (-26.2%) Shares 689,528 (-14.9%) Est. Cost $76.53 Unrealized +7.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $57,087 (-23.2%) Shares 592,313 (-9.3%) Est. Cost $52.50 Unrealized +108.5%
DT DYNATRACE INC 0.0%
Value ($000) $8,272 (-66.3%) Shares 223,694 (-60.5%) Est. Cost $54.52 Unrealized -29.6%
FCX FREEPORT MCMORAN INC 0.5%
Value ($000) $135,313 (+13.4%) Shares 2,302,017 (-2.0%) Est. Cost $22.50 Unrealized +171.7%
DHR DANAHER CORP DEL 0.2%
Value ($000) $64,373 (-19.7%) Shares 339,522 (-3.0%) Est. Cost $62.38 Unrealized +260.2%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $75,667 (-15.8%) Shares 954,549 (-15.3%) Est. Cost $80.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $55,217 (-20.1%) Shares 227,802 (-2.4%) Est. Cost $186.25 Unrealized +52.4%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $44,044 (-23.7%) Shares 10,461 (-3.0%) Est. Cost $1953.64 Unrealized +144.8%
IWF ISHARES TR 0.3%
Value ($000) $86,498 (-13.2%) Shares 202,856 (-3.7%) Est. Cost $101.61 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $24,001 (-35.1%) Shares 67,827 (-18.4%) Est. Cost $197.70 Unrealized +91.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $5,387 (-70.0%) Shares 119,107 (-61.3%) Est. Cost $75.65 Unrealized -33.8%
APH AMPHENOL CORP 0.4%
Value ($000) $106,315 (-10.2%) Shares 841,428 (-4.0%) Est. Cost $47.07 Unrealized +211.0%
SPY STATE STR SPDR S&P 500 ETF T 0.7%
Value ($000) $185,255 (-6.0%) Shares 284,859 (-1.5%) Est. Cost $231.41 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $37,200 (-24.1%) Shares 183,091 (-3.9%) Est. Cost $87.66 Unrealized +174.7%
TKR TIMKEN CO 0.3%
Value ($000) $82,959 (+15.0%) Shares 824,891 (-3.8%) Est. Cost $69.54 Unrealized +41.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $40,813 (+35.8%) Shares 309,191 (-3.7%) Est. Cost $59.35 Unrealized +73.0%
IVW ISHARES TR 0.3%
Value ($000) $80,055 (-11.8%) Shares 707,760 (-3.9%) Est. Cost $73.20 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $39,061 (-21.0%) Shares 84,732 (-2.9%) Est. Cost $278.23 Unrealized +87.2%
ESGU ISHARES TR 0.1%
Value ($000) $23,336 (-30.7%) Shares 165,014 (-27.0%) Est. Cost $94.05 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $36,187 (-21.6%) Shares 133,733 (-4.3%) Est. Cost $312.11 Unrealized -1.1%
KVUE KENVUE INC 0.1%
Value ($000) $18,198 (-35.2%) Shares 1,055,555 (-35.1%) Est. Cost $20.27 Unrealized -12.9%
ILMN ILLUMINA INC 0.2%
Value ($000) $46,306 (-15.5%) Shares 375,676 (-10.1%) Est. Cost $126.47 Unrealized +7.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $11,775 (-41.4%) Shares 259,930 (-35.3%) Est. Cost $51.65 Unrealized +2.1%
NKE NIKE INC 0.0%
Value ($000) $9,057 (-47.6%) Shares 171,476 (-36.8%) Est. Cost $54.86 Unrealized +16.6%
PH PARKER-HANNIFIN CORP 1.3%
Value ($000) $349,964 (-2.2%) Shares 390,916 (-4.0%) Est. Cost $120.81 Unrealized +692.8%
ZTS ZOETIS INC 0.0%
Value ($000) $12,576 (-38.2%) Shares 106,387 (-34.2%) Est. Cost $96.84 Unrealized +30.1%
GVI ISHARES TR 0.4%
Value ($000) $100,938 (-6.5%) Shares 946,175 (-5.9%) Est. Cost $111.38 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.5%
Value ($000) $133,777 (-4.8%) Shares 537,086 (-8.4%) Est. Cost $70.97 Unrealized +281.5%
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value ($000) $36,312 (+16.2%) Shares 125,002 (-1.2%) Est. Cost $65.85 Unrealized +312.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $7,712 (-39.2%) Shares 79,946 (-36.4%) Est. Cost $86.46 Unrealized +19.2%
RMD RESMED INC 0.1%
Value ($000) $28,665 (-14.5%) Shares 127,697 (-8.2%) Est. Cost $242.30 Unrealized +5.6%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $32,273 (-12.3%) Shares 109,356 (-8.2%) Est. Cost $241.08 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $17,756 (+33.4%) Shares 45,324 (-6.2%) Est. Cost $78.82 Unrealized +377.6%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $204,252 (-2.1%) Shares 1,414,098 (-2.9%) Est. Cost $85.37 Unrealized +77.8%
FLRN SPDR SERIES TRUST 0.1%
Value ($000) $31,174 (-12.4%) Shares 1,012,813 (-12.5%) Est. Cost $30.56 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $11,357 (-26.9%) Shares 95,038 (-16.6%) Est. Cost $92.13 Unrealized +48.1%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $2,555 (-61.5%) Shares 33,130 (-62.3%) Est. Cost $67.42 Unrealized
PSN PARSONS CORP DEL 0.0%
Value ($000) $1,580 (-71.6%) Shares 29,172 (-67.6%) Est. Cost $74.05 Unrealized -8.3%
VMC VULCAN MATLS CO 0.1%
Value ($000) $20,760 (-15.3%) Shares 76,239 (-11.3%) Est. Cost $179.70 Unrealized +70.7%
MTUM ISHARES TR 0.2%
Value ($000) $44,601 (-7.7%) Shares 185,846 (-3.7%) Est. Cost $100.84 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $3,438 (-50.5%) Shares 4,928 (-46.5%) Est. Cost $487.13 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $20,533 (-14.4%) Shares 46,204 (-5.5%) Est. Cost $131.18 Unrealized +281.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $12,720 (+30.5%) Shares 207,632 (-4.8%) Est. Cost $49.58 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $51,439 (+6.0%) Shares 119,545 (-2.4%) Est. Cost $165.81 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $5,969 (-32.5%) Shares 75,882 (-37.6%) Est. Cost $59.73 Unrealized
CME CME GROUP INC 0.2%
Value ($000) $44,111 (+6.7%) Shares 149,351 (-1.4%) Est. Cost $83.00 Unrealized +248.6%
ESGD ISHARES TR 0.1%
Value ($000) $23,261 (-10.6%) Shares 243,261 (-11.1%) Est. Cost $75.56 Unrealized
FISV FISERV INC 0.0%
Value ($000) $2,926 (-48.3%) Shares 52,438 (-37.8%) Est. Cost $132.01 Unrealized -51.6%
CRM SALESFORCE INC 0.0%
Value ($000) $5,593 (-31.9%) Shares 29,961 (-3.4%) Est. Cost $151.68 Unrealized +42.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $27,004 (-8.8%) Shares 130,240 (-8.4%) Est. Cost $108.77 Unrealized +86.6%
TIP ISHARES TR 0.2%
Value ($000) $67,213 (-3.7%) Shares 609,035 (-4.1%) Est. Cost $123.36 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $67,497 (+3.9%) Shares 125,455 (-1.4%) Est. Cost $199.28 Unrealized +188.8%
ADBE ADOBE INC 0.0%
Value ($000) $5,061 (-32.7%) Shares 20,819 (-3.2%) Est. Cost $289.03 Unrealized +0.3%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $96,663 (-2.5%) Shares 301,552 (-1.4%) Est. Cost $212.29 Unrealized +67.4%
USMV ISHARES TR 0.1%
Value ($000) $27,917 (-7.9%) Shares 301,021 (-6.5%) Est. Cost $64.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $11,373 (-17.2%) Shares 197,313 (-22.6%) Est. Cost $31.13 Unrealized +86.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $5,639 (-29.3%) Shares 111,795 (-4.6%) Est. Cost $74.08 Unrealized -10.0%
IVE ISHARES TR 0.1%
Value ($000) $40,848 (-4.8%) Shares 193,455 (-4.4%) Est. Cost $78.23 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $10,667 (-15.9%) Shares 118,336 (-4.4%) Est. Cost $64.53 Unrealized +56.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $18,207 (-9.5%) Shares 137,001 (-1.9%) Est. Cost $103.38 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $9,044 (-16.6%) Shares 181,283 (-15.9%) Est. Cost $50.09 Unrealized
DOW DOW HLDGS INC 0.0%
Value ($000) $5,092 (+52.1%) Shares 122,250 (-14.6%) Est. Cost $30.49 Unrealized -4.7%
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $2,645 (-38.5%) Shares 141,761 (-37.9%) Est. Cost $18.84 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $17,916 (-8.3%) Shares 31,041 (-2.4%) Est. Cost $228.73 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $30,870 (-4.9%) Shares 196,187 (-1.3%) Est. Cost $38.75 Unrealized +320.3%
LQD ISHARES TR 0.1%
Value ($000) $20,248 (-7.2%) Shares 185,782 (-6.2%) Est. Cost $121.58 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $31,462 (+5.2%) Shares 240,151 (-5.6%) Est. Cost $42.93 Unrealized +225.7%
OEF ISHARES TR 0.1%
Value ($000) $13,966 (-9.0%) Shares 43,908 (-1.9%) Est. Cost $152.69 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $18,597 (-6.6%) Shares 613,352 (-4.7%) Est. Cost $39.46 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2,436 (-34.2%) Shares 1,409 (-23.3%) Est. Cost $732.71 Unrealized +182.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $3,973 (-23.8%) Shares 124,106 (-12.0%) Est. Cost $61.32 Unrealized -36.7%
RDDT REDDIT INC 0.0%
Value ($000) $1,154 (-51.2%) Shares 8,571 (-16.8%) Est. Cost $165.28 Unrealized +14.7%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $1,729 (-40.4%) Shares 22,800 (-47.7%) Est. Cost $95.59 Unrealized -28.4%
AMJB JPMORGAN CHASE FINL CO LLC 0.1%
Value ($000) $20,561 (+6.0%) Shares 594,755 (-8.3%) Est. Cost $28.96 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $2,897 (-27.4%) Shares 31,448 (-11.6%) Est. Cost $96.62 Unrealized +5.6%
STE STERIS PLC 0.0%
Value ($000) $3,228 (-25.3%) Shares 14,598 (-14.4%) Est. Cost $196.15 Unrealized +30.2%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $1,312 (-45.0%) Shares 1,229 (-12.9%) Est. Cost $1445.77 Unrealized +1.5%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $93,024 (+1.2%) Shares 424,728 (-2.1%) Est. Cost $34.29 Unrealized +531.6%
HPQ HP INC 0.0%
Value ($000) $2,213 (-32.3%) Shares 115,220 (-21.5%) Est. Cost $16.86 Unrealized +17.2%
PSTG EVERPURE INC 0.0%
Value ($000) $1,182 (-47.2%) Shares 20,015 (-40.0%) Est. Cost $28.78 Unrealized +146.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $7,494 (+16.1%) Shares 23,557 (-1.0%) Est. Cost $175.07 Unrealized +80.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $9,253 (-9.8%) Shares 53,618 (-8.2%) Est. Cost $136.13 Unrealized +28.4%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $488 (-67.0%) Shares 3,400 (-60.0%) Est. Cost $177.49 Unrealized -1.1%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $6,698 (-12.6%) Shares 16,430 (-4.7%) Est. Cost $280.31 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $12,043 (-7.1%) Shares 139,003 (-9.3%) Est. Cost $60.48 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $2,749 (-24.4%) Shares 9,893 (-15.0%) Est. Cost $228.81 Unrealized +32.6%
ABNB AIRBNB INC 0.0%
Value ($000) $4,014 (-17.3%) Shares 31,790 (-11.2%) Est. Cost $154.38 Unrealized -16.2%
CMS CMS ENERGY CORP 0.1%
Value ($000) $14,907 (+6.0%) Shares 192,154 (-4.5%) Est. Cost $25.58 Unrealized +182.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $4,995 (-14.2%) Shares 11,436 (-4.1%) Est. Cost $300.64 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1,121 (-42.2%) Shares 7,320 (-21.6%) Est. Cost $377.11 Unrealized -49.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $3,879 (-17.1%) Shares 50,319 (-6.1%) Est. Cost $48.34 Unrealized +85.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $529 (-60.0%) Shares 23,308 (-33.1%) Est. Cost $103.31 Unrealized -69.8%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2,148 (-26.6%) Shares 32,898 (-11.0%) Est. Cost $62.07 Unrealized +26.3%
IWV ISHARES TR 0.0%
Value ($000) $8,702 (-8.1%) Shares 23,475 (-4.1%) Est. Cost $308.74 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $7,069 (+11.8%) Shares 4,801 (-7.7%) Est. Cost $404.15 Unrealized +261.8%
EQIX EQUINIX INC 0.0%
Value ($000) $2,637 (-22.1%) Shares 2,690 (-39.1%) Est. Cost $824.57 Unrealized -7.3%
PWR QUANTA SVCS INC 0.0%
Value ($000) $3,828 (+24.1%) Shares 6,973 (-4.6%) Est. Cost $165.21 Unrealized +194.3%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1,203 (-37.9%) Shares 73,240 (-39.2%) Est. Cost $19.65 Unrealized -17.6%
IDA IDACORP INC 0.0%
Value ($000) $3,022 (-19.4%) Shares 21,139 (-28.7%) Est. Cost $119.43 Unrealized +12.8%
TRGP TARGA RES CORP 0.0%
Value ($000) $3,305 (+27.4%) Shares 13,182 (-6.3%) Est. Cost $35.21 Unrealized +472.9%
ALC ALCON AG 0.0%
Value ($000) $441 (-61.2%) Shares 5,851 (-59.4%) Est. Cost $59.28 Unrealized +35.8%
UPS UNITED PARCEL SVCS INC 0.1%
Value ($000) $14,018 (-4.7%) Shares 142,491 (-3.9%) Est. Cost $76.17 Unrealized +44.2%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $390 (-63.6%) Shares 16,959 (-63.3%) Est. Cost $23.90 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $1,728 (-28.2%) Shares 5,498 (-3.6%) Est. Cost $74.38 Unrealized +449.2%
HYG ISHARES TR 0.0%
Value ($000) $4,458 (-13.2%) Shares 56,039 (-12.0%) Est. Cost $91.52 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1,410 (-32.3%) Shares 22,979 (-8.4%) Est. Cost $63.90 Unrealized +20.2%
VLTO VERALTO CORP 0.0%
Value ($000) $2,081 (-24.4%) Shares 23,540 (-14.7%) Est. Cost $73.75 Unrealized +32.2%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $2,554 (+35.7%) Shares 20,077 (-5.0%) Est. Cost $93.78 Unrealized +19.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1,748 (-26.9%) Shares 8,852 (-5.2%) Est. Cost $152.31 Unrealized +47.7%
KKR KKR & CO INC 0.0%
Value ($000) $1,250 (-33.9%) Shares 13,508 (-9.0%) Est. Cost $83.88 Unrealized +36.8%
ARGX ARGENX SE 0.0%
Value ($000) $976 (-38.9%) Shares 1,336 (-29.7%) Est. Cost $430.16 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $4,587 (-11.8%) Shares 32,510 (-20.2%) Est. Cost $49.92 Unrealized +179.6%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $2,590 (-18.8%) Shares 8,847 (-2.8%) Est. Cost $243.17 Unrealized +44.6%
AEE AMEREN CORP 0.0%
Value ($000) $12,123 (+5.0%) Shares 110,291 (-4.6%) Est. Cost $30.27 Unrealized +245.7%
RBRK RUBRIK INC. 0.0%
Value ($000) $811 (-41.5%) Shares 16,563 (-8.7%) Est. Cost $75.18 Unrealized -19.3%
IYW ISHARES TR 0.0%
Value ($000) $4,127 (-12.0%) Shares 22,749 (-3.1%) Est. Cost $122.55 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $4,726 (-10.6%) Shares 43,362 (-2.0%) Est. Cost $119.15 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $3,736 (-12.8%) Shares 18,335 (-12.4%) Est. Cost $134.41 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $2,125 (-20.1%) Shares 20,754 (-16.5%) Est. Cost $88.55 Unrealized +15.0%
PEN PENUMBRA INC 0.0%
Value ($000) $622 (-46.0%) Shares 1,894 (-48.9%) Est. Cost $214.88 Unrealized +58.0%
DCI DONALDSON INC 0.0%
Value ($000) $3,041 (-14.6%) Shares 35,831 (-10.8%) Est. Cost $74.82 Unrealized +36.2%
SUSA ISHARES TR 0.0%
Value ($000) $7,055 (-6.8%) Shares 53,404 (-1.7%) Est. Cost $93.71 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $4,237 (+13.7%) Shares 91,306 (-1.7%) Est. Cost $36.90 Unrealized +20.0%
GRMN GARMIN LTD 0.0%
Value ($000) $600 (-44.2%) Shares 2,588 (-51.2%) Est. Cost $155.86 Unrealized +37.6%
MKL MARKEL GROUP INC 0.0%
Value ($000) $1,183 (-28.1%) Shares 618 (-19.2%) Est. Cost $879.06 Unrealized +136.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1,255 (-26.2%) Shares 17,314 (-21.9%) Est. Cost $47.33 Unrealized +70.4%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1,995 (-18.0%) Shares 7,959 (-10.0%) Est. Cost $321.63 Unrealized -21.7%
APP APPLOVIN CORP 0.0%
Value ($000) $579 (-42.8%) Shares 1,456 (-3.2%) Est. Cost $110.89 Unrealized +357.3%
SJM SMUCKER J M CO 0.1%
Value ($000) $15,812 (-2.7%) Shares 163,957 (-1.3%) Est. Cost $99.56 Unrealized +4.6%
INVH INVITATION HOMES INC 0.0%
Value ($000) $988 (-30.2%) Shares 39,769 (-21.9%) Est. Cost $35.32 Unrealized -21.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $1,237 (-25.6%) Shares 15,215 (-18.7%) Est. Cost $96.85 Unrealized -8.4%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $715 (-37.2%) Shares 31,409 (-34.1%) Est. Cost $12.59 Unrealized +96.2%
OC OWENS CORNING NEW 0.0%
Value ($000) $2,203 (-16.0%) Shares 20,353 (-13.1%) Est. Cost $72.12 Unrealized +74.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $2,569 (-14.0%) Shares 16,520 (-16.3%) Est. Cost $88.02 Unrealized +78.8%
DASH DOORDASH INC 0.0%
Value ($000) $756 (-35.3%) Shares 5,034 (-2.5%) Est. Cost $206.56 Unrealized -4.8%
NFLX NETFLIX INC. 0.0%
Value ($000) $7,640 (-5.1%) Shares 79,458 (-7.5%) Est. Cost $101.26 Unrealized -17.2%
IWD ISHARES TR 0.1%
Value ($000) $30,580 (-1.3%) Shares 143,119 (-2.8%) Est. Cost $99.36 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,284 (-23.8%) Shares 17,808 (-22.1%) Est. Cost $73.63 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5,239 (-6.9%) Shares 194,329 (-6.1%) Est. Cost $29.87 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1,190 (+45.9%) Shares 4,400 (-7.1%) Est. Cost $51.75 Unrealized +385.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,738 (-11.8%) Shares 55,464 (-2.1%) Est. Cost $27.38 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $2,014 (-15.3%) Shares 108,903 (-5.0%) Est. Cost $16.41 Unrealized +29.7%
RAL RALLIANT CORP 0.0%
Value ($000) $642 (-35.9%) Shares 15,425 (-21.6%) Est. Cost $48.50 Unrealized +1.4%
INTA INTAPP INC 0.0%
Value ($000) $359 (-50.1%) Shares 13,966 (-10.9%) Est. Cost $35.81 Unrealized -9.5%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $332 (-51.9%) Shares 7,027 (-26.6%) Est. Cost $34.94 Unrealized +73.9%
OKTA OKTA INC 0.0%
Value ($000) $1,500 (-19.3%) Shares 19,061 (-11.3%) Est. Cost $69.34 Unrealized +24.3%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $1,719 (-17.2%) Shares 16,924 (-1.9%) Est. Cost $97.16 Unrealized +17.5%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.0%
Value ($000) $541 (-39.7%) Shares 22,952 (-25.7%) Est. Cost $7.00 Unrealized +283.6%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1,894 (-15.6%) Shares 5,155 (-5.2%) Est. Cost $134.27 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $692 (-33.3%) Shares 27,909 (-32.9%) Est. Cost $25.71 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $18,978 (-1.8%) Shares 65,066 (-2.3%) Est. Cost $73.50 Unrealized +292.5%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $291 (-54.0%) Shares 3,151 (-49.1%) Est. Cost $54.40 Unrealized +97.5%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $982 (+52.4%) Shares 3,042 (-1.1%) Est. Cost $203.45 Unrealized +33.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,079 (-13.8%) Shares 82,841 (-9.9%) Est. Cost $31.61 Unrealized
CUBE CUBESMART 0.0%
Value ($000) $1,227 (-21.3%) Shares 33,480 (-22.6%) Est. Cost $43.59 Unrealized
SN SHARKNINJA INC 0.0%
Value ($000) $267 (-54.5%) Shares 2,520 (-51.9%) Est. Cost $77.29 Unrealized +58.8%
AGNC AGNC INVT CORP 0.0%
Value ($000) $549 (-36.5%) Shares 54,700 (-32.2%) Est. Cost $10.42 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $2,679 (-10.4%) Shares 28,513 (-23.7%) Est. Cost $52.24 Unrealized +60.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $530 (-36.7%) Shares 5,641 (-2.9%) Est. Cost $85.74 Unrealized +53.2%
APTV APTIV PLC 0.0%
Value ($000) $573 (-34.7%) Shares 8,256 (-28.4%) Est. Cost $62.54 Unrealized +29.4%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $1,005 (-23.2%) Shares 4,734 (-25.3%) Est. Cost $158.86 Unrealized +42.5%
VEEV VEEVA SYS INC 0.0%
Value ($000) $498 (-37.8%) Shares 2,836 (-20.9%) Est. Cost $212.01 Unrealized -3.8%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $650 (-31.7%) Shares 4,675 (-31.3%) Est. Cost $88.11 Unrealized +70.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4,796 (-5.8%) Shares 174,670 (-1.1%) Est. Cost $19.82 Unrealized +42.5%
MBB ISHARES TR 0.1%
Value ($000) $16,913 (-1.7%) Shares 178,128 (-1.4%) Est. Cost $105.60 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $1,807 (+19.3%) Shares 2,483 (-9.4%) Est. Cost $272.54 Unrealized +131.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $1,172 (-19.7%) Shares 15,565 (-13.9%) Est. Cost $84.67 Unrealized -9.6%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,571 (-15.5%) Shares 80,450 (-15.3%) Est. Cost $19.57 Unrealized
GMAB GENMAB A/S 0.0%
Value ($000) $819 (-25.6%) Shares 30,530 (-14.6%) Est. Cost $34.27 Unrealized
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $353 (-43.8%) Shares 15,633 (-35.8%) Est. Cost $29.43 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $629 (-30.3%) Shares 7,855 (-8.0%) Est. Cost $135.40 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1,873 (+16.7%) Shares 1,713 (-3.3%) Est. Cost $261.66 Unrealized +322.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $257 (-50.8%) Shares 15,316 (-44.0%) Est. Cost $47.67 Unrealized -57.1%
CPRT COPART INC 0.0%
Value ($000) $955 (-21.7%) Shares 28,756 (-7.7%) Est. Cost $34.45 Unrealized +13.7%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $375 (-41.3%) Shares 3,104 (-35.1%) Est. Cost $123.28 Unrealized
VSEC VSE CORP 0.0%
Value ($000) $576 (-31.4%) Shares 3,122 (-35.7%) Est. Cost $68.73 Unrealized +202.6%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $388 (-40.4%) Shares 2,653 (-28.1%) Est. Cost $120.93 Unrealized +57.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1,303 (-16.8%) Shares 57,925 (-10.3%) Est. Cost $27.31 Unrealized -12.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $3,149 (+8.9%) Shares 83,213 (-7.7%) Est. Cost $38.26 Unrealized
TARS TARSUS PHARMACEUTICALS INC 0.0%
Value ($000) $620 (-29.3%) Shares 8,838 (-17.4%) Est. Cost $32.93 Unrealized +111.7%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $1,072 (-19.2%) Shares 3,239 (-2.9%) Est. Cost $309.28 Unrealized +14.2%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $220 (-53.3%) Shares 2,003 (-53.0%) Est. Cost $110.64 Unrealized -4.4%
TLK TELEKOMUNIKASI IND 0.0%
Value ($000) $641 (-27.8%) Shares 34,318 (-18.7%) Est. Cost $20.77 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $406 (-37.6%) Shares 36,727 (-29.9%) Est. Cost $13.42 Unrealized -10.4%
SYY SYSCO CORP 0.0%
Value ($000) $1,450 (-14.3%) Shares 20,322 (-11.4%) Est. Cost $47.86 Unrealized +71.8%
COKE COCA COLA CONS INC 0.0%
Value ($000) $283 (-45.3%) Shares 1,478 (-56.3%) Est. Cost $120.22 Unrealized +32.5%
FLOT ISHARES TR 0.0%
Value ($000) $402 (-36.8%) Shares 7,884 (-36.9%) Est. Cost $50.91 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $660 (+53.1%) Shares 10,151 (-3.1%) Est. Cost $53.82 Unrealized -15.6%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $813 (-21.9%) Shares 18,881 (-15.3%) Est. Cost $48.20 Unrealized +2.7%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $669 (-25.2%) Shares 8,426 (-7.7%) Est. Cost $79.25 Unrealized +28.3%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $365 (-38.1%) Shares 4,732 (-36.1%) Est. Cost $115.81 Unrealized -37.5%
AVPT AVEPOINT INC 0.0%
Value ($000) $271 (-45.2%) Shares 28,523 (-20.0%) Est. Cost $16.84 Unrealized -29.7%
KFY KORN FERRY 0.0%
Value ($000) $218 (-50.6%) Shares 3,463 (-48.2%) Est. Cost $60.54 Unrealized +8.6%
EFG ISHARES TR 0.0%
Value ($000) $1,007 (-17.6%) Shares 9,040 (-15.8%) Est. Cost $101.20 Unrealized
INSM INSMED INC 0.0%
Value ($000) $2,426 (-8.1%) Shares 14,836 (-2.2%) Est. Cost $77.79 Unrealized +104.4%
FORM FORMFACTOR INC 0.0%
Value ($000) $226 (-48.5%) Shares 2,331 (-70.4%) Est. Cost $50.39 Unrealized +61.1%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $4,126 (+5.4%) Shares 31,507 (-3.6%) Est. Cost $42.45 Unrealized +197.0%
CIEN CIENA CORP 0.0%
Value ($000) $742 (+39.3%) Shares 1,910 (-16.1%) Est. Cost $45.44 Unrealized +496.2%
GUNR FLEXSHARES TR 0.0%
Value ($000) $1,294 (+19.0%) Shares 23,456 (-1.1%) Est. Cost $40.99 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $358 (-35.7%) Shares 9,199 (-37.1%) Est. Cost $38.11 Unrealized
ATI ATI INC 0.0%
Value ($000) $847 (-19.0%) Shares 5,825 (-36.1%) Est. Cost $57.14 Unrealized +130.4%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $1,139 (+20.8%) Shares 46,926 (-4.8%) Est. Cost $21.56 Unrealized
CRC CALIFORNIA RES CORP 0.0%
Value ($000) $640 (+43.9%) Shares 9,250 (-7.1%) Est. Cost $47.17 Unrealized +10.4%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1,548 (-11.2%) Shares 10,694 (-1.5%) Est. Cost $71.84 Unrealized +130.2%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $3,133 (+6.6%) Shares 108,223 (-17.7%) Est. Cost $22.66 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,116 (-14.5%) Shares 7,658 (-16.0%) Est. Cost $102.17 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,988 (-6.0%) Shares 39,744 (-6.1%) Est. Cost $54.13 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $31,076 (+0.6%) Shares 228,352 (-3.5%) Est. Cost $77.87 Unrealized +65.5%
EFV ISHARES TR 0.0%
Value ($000) $1,672 (-10.1%) Shares 22,492 (-13.7%) Est. Cost $49.34 Unrealized
EGO ELDORADO GOLD CORP NEW 0.0%
Value ($000) $1,083 (-14.8%) Shares 31,549 (-10.9%) Est. Cost $15.05 Unrealized +183.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $593 (-24.0%) Shares 10,499 (-20.1%) Est. Cost $84.48 Unrealized -30.5%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1,117 (-14.2%) Shares 5,699 (-24.1%) Est. Cost $156.51 Unrealized +21.8%
GLDD GREAT LAKES DREDGE & DOCK CO 0.0%
Value ($000) $211 (-46.6%) Shares 12,437 (-58.8%) Est. Cost $11.84 Unrealized +29.3%
IWN ISHARES TR 0.0%
Value ($000) $10,325 (-1.7%) Shares 54,460 (-6.1%) Est. Cost $97.81 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $2,893 (+6.7%) Shares 37,986 (-31.9%) Est. Cost $47.08 Unrealized +38.5%
MC MOELIS & CO 0.0%
Value ($000) $315 (-36.7%) Shares 5,526 (-23.7%) Est. Cost $62.33 Unrealized +12.9%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1,635 (+12.4%) Shares 16,504 (-3.6%) Est. Cost $64.35 Unrealized +26.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $472 (+61.5%) Shares 5,860 (-13.2%) Est. Cost $52.62 Unrealized -0.4%
BYD BOYD GAMING CORP 0.0%
Value ($000) $602 (-22.9%) Shares 7,321 (-20.0%) Est. Cost $59.24 Unrealized +43.8%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $575 (-23.6%) Shares 6,979 (-4.6%) Est. Cost $150.31 Unrealized -21.8%
ROST ROSS STORES INC 0.0%
Value ($000) $1,902 (+10.3%) Shares 8,782 (-8.3%) Est. Cost $135.87 Unrealized +41.6%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $1,442 (-10.9%) Shares 5,605 (-3.4%) Est. Cost $178.58 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $838 (-17.4%) Shares 11,115 (-21.1%) Est. Cost $66.30 Unrealized
SITM SITIME CORP 0.0%
Value ($000) $336 (-34.0%) Shares 973 (-32.5%) Est. Cost $132.06 Unrealized +185.9%
HUBG HUB GROUP INC 0.0%
Value ($000) $504 (-25.5%) Shares 13,998 (-11.9%) Est. Cost $39.50 Unrealized +14.5%
STEP STEPSTONE GROUP INC 0.0%
Value ($000) $208 (-44.9%) Shares 4,369 (-25.9%) Est. Cost $54.08 Unrealized +19.9%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $292 (-36.4%) Shares 19,626 (-25.3%) Est. Cost $19.38 Unrealized
BANR BANNER CORP 0.0%
Value ($000) $284 (-37.0%) Shares 4,684 (-34.9%) Est. Cost $60.85 Unrealized +3.9%
DEO DIAGEO PLC 0.0%
Value ($000) $650 (-20.1%) Shares 8,726 (-7.5%) Est. Cost $137.49 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $534 (-23.1%) Shares 9,360 (-1.8%) Est. Cost $72.72 Unrealized -17.1%
UMH UMH PPTYS INC 0.0%
Value ($000) $514 (-23.6%) Shares 35,609 (-15.8%) Est. Cost $16.93 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $614 (+34.5%) Shares 7,593 (-2.4%) Est. Cost $83.23 Unrealized -18.9%
SLGN SILGAN HLDGS INC 0.0%
Value ($000) $257 (-37.7%) Shares 6,631 (-35.2%) Est. Cost $39.17 Unrealized +14.9%
TSN TYSON FOODS INC 0.0%
Value ($000) $2,112 (+7.9%) Shares 32,964 (-1.2%) Est. Cost $50.84 Unrealized +22.5%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $4,288 (+3.7%) Shares 14,100 (-2.0%) Est. Cost $112.17 Unrealized +172.0%
LYFT LYFT INC 0.0%
Value ($000) $280 (-35.2%) Shares 21,035 (-5.6%) Est. Cost $18.33 Unrealized -8.5%
HAYW HAYWARD HLDGS INC 0.0%
Value ($000) $840 (-15.2%) Shares 62,808 (-2.1%) Est. Cost $12.08 Unrealized +34.7%
IJT ISHARES TR 0.0%
Value ($000) $13,649 (+1.1%) Shares 94,318 (-1.4%) Est. Cost $117.47 Unrealized
AXS AXIS CAP HLDGS LTD 0.0%
Value ($000) $1,125 (-11.8%) Shares 11,094 (-6.9%) Est. Cost $57.55 Unrealized +79.2%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $142 (-51.2%) Shares 10,253 (-42.9%) Est. Cost $13.94 Unrealized +21.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $836 (+21.8%) Shares 2,960 (-12.4%) Est. Cost $128.37 Unrealized +77.8%
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value ($000) $356 (-29.5%) Shares 14,025 (-39.7%) Est. Cost $19.81 Unrealized +29.9%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $904 (-13.7%) Shares 9,346 (-5.4%) Est. Cost $88.80 Unrealized +15.9%
KR KROGER CO 0.0%
Value ($000) $1,489 (+10.7%) Shares 20,575 (-4.4%) Est. Cost $36.06 Unrealized +79.1%
RKT ROCKET COS INC 0.0%
Value ($000) $284 (-33.5%) Shares 19,943 (-9.6%) Est. Cost $17.59 Unrealized +14.6%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $891 (+19.1%) Shares 3,635 (-4.3%) Est. Cost $147.31 Unrealized +83.8%
CXT CRANE NXT CO 0.0%
Value ($000) $264 (-35.0%) Shares 6,515 (-24.6%) Est. Cost $47.82 Unrealized +7.5%
DG DOLLAR GEN CORP 0.0%
Value ($000) $673 (-17.4%) Shares 5,668 (-7.7%) Est. Cost $189.44 Unrealized -22.0%
BNTX BIONTECH SE 0.0%
Value ($000) $273 (-33.9%) Shares 3,067 (-29.2%) Est. Cost $102.01 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $558 (+33.4%) Shares 17,682 (-7.5%) Est. Cost $22.01 Unrealized +12.7%
TTMI TTM TECHNOLOGIES INC 0.0%
Value ($000) $514 (+37.2%) Shares 5,274 (-2.8%) Est. Cost $65.27 Unrealized +43.1%
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $982 (-12.4%) Shares 5,597 (-41.4%) Est. Cost $35.21 Unrealized +266.0%
TLT ISHARES TR 0.0%
Value ($000) $839 (-14.1%) Shares 9,677 (-13.7%) Est. Cost $96.35 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $23,750 (-0.6%) Shares 179,242 (-1.3%) Est. Cost $96.00 Unrealized
UTZ UTZ BRANDS INC 0.0%
Value ($000) $167 (-44.9%) Shares 21,090 (-27.8%) Est. Cost $15.47 Unrealized -34.6%
ERO ERO COPPER CORP 0.0%
Value ($000) $586 (-18.7%) Shares 21,981 (-13.7%) Est. Cost $16.11 Unrealized +97.1%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $454 (-22.7%) Shares 2,751 (-15.1%) Est. Cost $259.62 Unrealized -33.4%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $590 (-18.2%) Shares 6,413 (-2.6%) Est. Cost $99.53 Unrealized +12.8%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $348 (-27.3%) Shares 10,424 (-24.7%) Est. Cost $28.80 Unrealized +27.6%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $608 (-17.7%) Shares 4,975 (-6.4%) Est. Cost $103.39 Unrealized +34.6%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $509 (-20.4%) Shares 11,683 (-30.4%) Est. Cost $24.47 Unrealized +61.3%
WY WEYERHAEUSER CO 0.0%
Value ($000) $1,045 (-10.9%) Shares 42,756 (-13.6%) Est. Cost $26.38 Unrealized -9.8%
IRTC IRHYTHM HOLDINGS INC 0.0%
Value ($000) $218 (-36.7%) Shares 1,847 (-4.8%) Est. Cost $105.91 Unrealized +49.7%
VNT VONTIER CORPORATION 0.0%
Value ($000) $595 (-17.4%) Shares 16,775 (-13.4%) Est. Cost $38.82 Unrealized +1.1%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $670 (+22.2%) Shares 30,001 (-1.7%) Est. Cost $25.55 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $2,153 (-5.3%) Shares 38,952 (-5.4%) Est. Cost $32.83 Unrealized +71.1%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $396 (+42.8%) Shares 8,338 (-4.7%) Est. Cost $43.76 Unrealized +1.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1,575 (-7.0%) Shares 3,329 (-8.2%) Est. Cost $280.83 Unrealized +77.3%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $2,112 (-5.3%) Shares 9,723 (-7.6%) Est. Cost $116.77 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $303 (-27.8%) Shares 9,270 (-9.3%) Est. Cost $68.96 Unrealized -37.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $731 (-13.6%) Shares 30,696 (-12.8%) Est. Cost $12.48 Unrealized +76.8%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $1,593 (-6.7%) Shares 7,742 (-5.2%) Est. Cost $151.44 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $514 (-18.1%) Shares 1,873 (-3.4%) Est. Cost $276.67 Unrealized +22.5%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $221 (-33.8%) Shares 3,076 (-3.4%) Est. Cost $89.79 Unrealized +24.6%
AGX ARGAN INC 0.0%
Value ($000) $341 (+49.1%) Shares 626 (-14.2%) Est. Cost $316.84 Unrealized +17.0%
LEN LENNAR CORP 0.0%
Value ($000) $316 (-25.5%) Shares 3,634 (-11.8%) Est. Cost $70.81 Unrealized +61.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $213 (-33.4%) Shares 4,537 (-5.6%) Est. Cost $67.51 Unrealized -16.6%
MPLX MPLX LP 0.0%
Value ($000) $2,452 (+4.5%) Shares 42,970 (-2.2%) Est. Cost $32.43 Unrealized
EQT EQT CORP 0.0%
Value ($000) $1,444 (+7.8%) Shares 22,696 (-9.2%) Est. Cost $34.92 Unrealized +58.3%
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $378 (-21.2%) Shares 2,959 (-7.1%) Est. Cost $109.53 Unrealized +45.7%
HCC WARRIOR MET COAL INC 0.0%
Value ($000) $302 (-25.0%) Shares 3,243 (-29.0%) Est. Cost $57.14 Unrealized +61.0%
MTDR MATADOR RES CO 0.0%
Value ($000) $444 (+28.6%) Shares 7,021 (-13.6%) Est. Cost $52.05 Unrealized -12.8%
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value ($000) $4,322 (-2.2%) Shares 7,007 (-4.4%) Est. Cost $375.12 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $371 (+35.7%) Shares 7,375 (-1.2%) Est. Cost $39.69 Unrealized +1.4%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $606 (+18.9%) Shares 2,730 (-8.3%) Est. Cost $89.28 Unrealized +147.6%
LKQ LKQ CORP 0.0%
Value ($000) $361 (-20.9%) Shares 12,302 (-18.7%) Est. Cost $39.75 Unrealized -16.3%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $3,386 (-2.7%) Shares 17,260 (-5.3%) Est. Cost $146.28 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,273 (+4.4%) Shares 27,726 (-1.1%) Est. Cost $55.77 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $598 (-13.4%) Shares 5,100 (-37.8%) Est. Cost $91.22 Unrealized +29.7%
VC VISTEON CORP 0.0%
Value ($000) $383 (-19.5%) Shares 4,204 (-15.9%) Est. Cost $102.76 Unrealized -4.9%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $353 (-20.7%) Shares 2,163 (-12.0%) Est. Cost $141.80 Unrealized +27.3%
FIVE FIVE BELOW INC 0.0%
Value ($000) $487 (-15.9%) Shares 2,131 (-30.7%) Est. Cost $111.79 Unrealized +80.4%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $258 (-26.2%) Shares 2,999 (-21.2%) Est. Cost $53.58 Unrealized +95.4%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $1,828 (+5.3%) Shares 9,898 (-4.5%) Est. Cost $102.91 Unrealized +66.6%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $675 (+15.3%) Shares 3,593 (-2.2%) Est. Cost $140.64 Unrealized +23.3%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $369 (-19.4%) Shares 9,159 (-23.2%) Est. Cost $42.12 Unrealized -8.0%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $258 (-25.5%) Shares 2,872 (-5.7%) Est. Cost $103.46 Unrealized -3.5%
RBA RB GLOBAL INC 0.0%
Value ($000) $322 (-21.2%) Shares 3,359 (-15.5%) Est. Cost $65.41 Unrealized +68.1%
H HYATT HOTELS CORP 0.0%
Value ($000) $353 (-19.5%) Shares 2,455 (-10.2%) Est. Cost $128.13 Unrealized +28.4%
BLACKROCK UTILS INFRASTRUCTU 0.0%
Value ($000) $517 (-14.0%) Shares 19,589 (-16.3%) Est. Cost $21.19 Unrealized
LADR LADDER CAP CORP 0.0%
Value ($000) $417 (-16.6%) Shares 42,705 (-6.2%) Est. Cost $10.49 Unrealized
EXP EAGLE MATLS INC 0.0%
Value ($000) $546 (-13.1%) Shares 2,884 (-5.2%) Est. Cost $157.17 Unrealized +43.2%
XPO XPO INC 0.0%
Value ($000) $395 (+26.2%) Shares 2,029 (-11.8%) Est. Cost $135.35 Unrealized +25.9%
ECG EVERUS CONSTR GROUP 0.0%
Value ($000) $229 (-26.4%) Shares 1,939 (-46.6%) Est. Cost $50.62 Unrealized +89.7%
JBS JBS N.V. 0.0%
Value ($000) $689 (+13.4%) Shares 38,350 (-9.0%) Est. Cost $14.47 Unrealized +6.4%
MLI MUELLER INDS INC 0.0%
Value ($000) $225 (-26.2%) Shares 2,027 (-23.5%) Est. Cost $29.90 Unrealized +316.0%
BBY BEST BUY INC 0.0%
Value ($000) $237 (-25.1%) Shares 3,686 (-21.9%) Est. Cost $70.83 Unrealized -5.5%
MIR MIRION TECHNOLOGIES INC 0.0%
Value ($000) $242 (-24.5%) Shares 13,038 (-4.8%) Est. Cost $15.72 Unrealized +53.8%
CSL CARLISLE COS INC 0.0%
Value ($000) $815 (-8.8%) Shares 2,442 (-12.5%) Est. Cost $244.00 Unrealized +52.2%
RYN RAYONIER INC 0.0%
Value ($000) $260 (-23.1%) Shares 12,628 (-19.3%) Est. Cost $29.81 Unrealized
COHU COHU INC 0.0%
Value ($000) $431 (+21.8%) Shares 14,084 (-7.4%) Est. Cost $30.63 Unrealized -4.4%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $490 (-13.6%) Shares 7,980 (-2.6%) Est. Cost $48.67 Unrealized +58.1%
DGRW WISDOMTREE TR 0.0%
Value ($000) $2,443 (-3.1%) Shares 27,817 (-1.3%) Est. Cost $77.49 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $398 (-16.0%) Shares 7,015 (-15.2%) Est. Cost $57.24 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $368 (-16.8%) Shares 5,370 (-18.5%) Est. Cost $55.76 Unrealized
CR CRANE COMPANY 0.0%
Value ($000) $649 (-10.1%) Shares 3,795 (-3.0%) Est. Cost $75.98 Unrealized +160.9%
MUSA MURPHY USA INC 0.0%
Value ($000) $712 (+11.4%) Shares 1,442 (-9.0%) Est. Cost $266.85 Unrealized +54.7%
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $669 (-9.7%) Shares 18,556 (-8.0%) Est. Cost $34.15 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $527 (+15.5%) Shares 30,431 (-11.6%) Est. Cost $13.80 Unrealized
NVT NVENT ELEC PLC 0.0%
Value ($000) $984 (+7.7%) Shares 8,318 (-7.2%) Est. Cost $53.68 Unrealized +109.3%
L LOEWS CORP 0.0%
Value ($000) $205 (-25.2%) Shares 1,922 (-26.2%) Est. Cost $78.20 Unrealized +36.1%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $416 (-14.2%) Shares 43,871 (-1.4%) Est. Cost $10.92 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $266 (-20.5%) Shares 4,978 (-10.7%) Est. Cost $47.56 Unrealized +30.0%
COWZ PACER FDS TR 0.0%
Value ($000) $283 (-19.0%) Shares 4,531 (-22.1%) Est. Cost $56.45 Unrealized
PSMT PRICESMART INC 0.0%
Value ($000) $406 (-13.8%) Shares 2,696 (-29.7%) Est. Cost $103.96 Unrealized +38.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $430 (-13.1%) Shares 14,748 (-2.6%) Est. Cost $39.18 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $778 (-7.7%) Shares 8,880 (-8.1%) Est. Cost $51.29 Unrealized +83.3%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $518 (-11.0%) Shares 3,134 (-10.6%) Est. Cost $138.88 Unrealized +32.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1,357 (-4.5%) Shares 7,273 (-5.2%) Est. Cost $128.92 Unrealized +42.7%
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $432 (-12.8%) Shares 14,682 (-11.0%) Est. Cost $34.27 Unrealized -1.1%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $248 (-20.4%) Shares 4,386 (-20.0%) Est. Cost $47.28 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $223 (-22.1%) Shares 3,812 (-2.6%) Est. Cost $53.08 Unrealized +26.6%
KEX KIRBY CORP 0.0%
Value ($000) $477 (+15.1%) Shares 3,589 (-4.5%) Est. Cost $70.25 Unrealized +77.4%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $552 (-10.2%) Shares 5,755 (-10.2%) Est. Cost $47.90 Unrealized +100.1%
SPNT SIRIUSPOINT LTD 0.0%
Value ($000) $474 (-11.4%) Shares 21,991 (-9.9%) Est. Cost $16.14 Unrealized +26.8%
NAMS NEWAMSTERDAM PHARMA COMPANY 0.0%
Value ($000) $399 (-13.1%) Shares 12,480 (-4.7%) Est. Cost $23.97 Unrealized +40.8%
WTTR SELECT WATER SOLUTIONS INC 0.0%
Value ($000) $324 (+22.6%) Shares 21,201 (-15.7%) Est. Cost $10.68 Unrealized
AAMI ACADIAN ASSET MANAGEMENT INC 0.0%
Value ($000) $644 (+10.1%) Shares 11,838 (-4.9%) Est. Cost $24.81 Unrealized +112.8%
GII SPDR INDEX SHS FDS 0.0%
Value ($000) $971 (+6.3%) Shares 12,778 (-2.5%) Est. Cost $57.15 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $345 (-14.2%) Shares 2,617 (-7.6%) Est. Cost $124.34 Unrealized +8.0%
WWD WOODWARD INC 0.0%
Value ($000) $285 (-16.6%) Shares 797 (-29.6%) Est. Cost $215.45 Unrealized +64.0%
ALG ALAMO GROUP INC 0.0%
Value ($000) $387 (-12.8%) Shares 2,343 (-11.2%) Est. Cost $119.73 Unrealized +64.7%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $379 (-12.4%) Shares 3,409 (-14.4%) Est. Cost $28.65 Unrealized +321.3%
IOSP INNOSPEC INC 0.0%
Value ($000) $408 (-11.2%) Shares 5,583 (-7.0%) Est. Cost $87.64 Unrealized -6.5%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $1,978 (-2.5%) Shares 56,279 (-27.0%) Est. Cost $24.42 Unrealized +16.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $384 (-11.7%) Shares 10,748 (-2.6%) Est. Cost $38.62 Unrealized +13.4%
SKWD SKYWARD SPECIALTY INS GROUP 0.0%
Value ($000) $264 (-16.1%) Shares 6,052 (-1.8%) Est. Cost $34.49 Unrealized +32.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $1,111 (+4.6%) Shares 25,736 (-7.1%) Est. Cost $26.03 Unrealized +53.7%
DVA DAVITA INC 0.0%
Value ($000) $261 (+23.2%) Shares 1,696 (-9.0%) Est. Cost $99.72 Unrealized +25.8%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $374 (+15.0%) Shares 1,303 (-6.0%) Est. Cost $155.69 Unrealized +69.1%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $666 (-6.7%) Shares 3,332 (-6.7%) Est. Cost $80.12 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $370 (-11.4%) Shares 13,719 (-12.6%) Est. Cost $28.65 Unrealized -0.6%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $238 (-16.6%) Shares 8,169 (-18.4%) Est. Cost $34.94 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2,077 (-2.2%) Shares 207,523 (-1.3%) Est. Cost $8.24 Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $310 (-13.0%) Shares 4,257 (-3.4%) Est. Cost $91.64 Unrealized -2.8%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $504 (+9.9%) Shares 7,166 (-4.5%) Est. Cost $47.58 Unrealized +32.2%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $217 (-17.2%) Shares 2,627 (-16.0%) Est. Cost $83.61 Unrealized
AES AES CORP 0.0%
Value ($000) $217 (-17.0%) Shares 15,418 (-15.5%) Est. Cost $12.55 Unrealized +20.6%
BEP BROOKFIELD RENEWABLE ENERGY 0.0%
Value ($000) $298 (+17.5%) Shares 9,115 (-2.9%) Est. Cost $34.77 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $539 (-7.4%) Shares 3,377 (-8.5%) Est. Cost $98.41 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $812 (-4.9%) Shares 23,895 (-8.3%) Est. Cost $32.73 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $4,120 (-1.0%) Shares 15,731 (-2.5%) Est. Cost $180.29 Unrealized
PLAB PHOTRONICS INC 0.0%
Value ($000) $565 (+7.7%) Shares 13,993 (-14.7%) Est. Cost $21.39 Unrealized +67.9%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $658 (+6.6%) Shares 8,127 (-2.7%) Est. Cost $63.76 Unrealized +32.4%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $253 (-13.8%) Shares 1,172 (-16.6%) Est. Cost $334.75 Unrealized -36.2%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $927 (+4.6%) Shares 52,249 (-9.6%) Est. Cost $45.74 Unrealized -63.0%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $378 (-9.6%) Shares 32,879 (-7.0%) Est. Cost $14.97 Unrealized
CTRI CENTURI HOLDINGS INC 0.0%
Value ($000) $218 (-14.6%) Shares 7,452 (-26.2%) Est. Cost $19.24 Unrealized +49.2%
IPAR INTERPARFUMS INC 0.0%
Value ($000) $236 (-13.6%) Shares 2,595 (-19.4%) Est. Cost $123.60 Unrealized -22.2%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $313 (+13.0%) Shares 8,695 (-10.1%) Est. Cost $38.24 Unrealized -13.0%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $303 (+13.0%) Shares 2,000 (-18.4%) Est. Cost $158.68 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value ($000) $1,299 (-2.6%) Shares 35,972 (-6.3%) Est. Cost $36.99 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $287 (-10.7%) Shares 12,128 (-13.6%) Est. Cost $22.90 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $313 (-9.7%) Shares 2,015 (-2.2%) Est. Cost $108.10 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $390 (+9.1%) Shares 12,380 (-8.7%) Est. Cost $24.76 Unrealized +44.5%
PCG PG&E CORP 0.0%
Value ($000) $1,502 (-2.1%) Shares 85,504 (-10.5%) Est. Cost $16.80 Unrealized -2.4%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $376 (-7.9%) Shares 2,176 (-2.9%) Est. Cost $165.09 Unrealized +14.6%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $446 (-6.7%) Shares 3,111 (-2.9%) Est. Cost $87.13 Unrealized +80.0%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $615 (-4.7%) Shares 27,827 (-3.8%) Est. Cost $17.99 Unrealized +34.3%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $657 (+4.8%) Shares 3,204 (-19.3%) Est. Cost $142.02 Unrealized +45.6%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,419 (-2.1%) Shares 18,100 (-1.6%) Est. Cost $78.52 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $1,255 (+2.5%) Shares 1,700 (-15.1%) Est. Cost $136.92 Unrealized +430.7%
CENTA CENTRAL GARDEN & PET CO 0.0%
Value ($000) $359 (-7.7%) Shares 11,071 (-16.9%) Est. Cost $32.49 Unrealized -3.0%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $356 (-7.5%) Shares 1,925 (-11.0%) Est. Cost $155.38 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $333 (-7.9%) Shares 15,741 (-2.6%) Est. Cost $17.95 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $2,438 (+1.2%) Shares 53,615 (-1.7%) Est. Cost $36.76 Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $247 (-9.8%) Shares 14,209 (-2.2%) Est. Cost $20.17 Unrealized +6.2%
SUB ISHARES TR 0.0%
Value ($000) $897 (-2.9%) Shares 8,419 (-2.7%) Est. Cost $105.30 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $683 (+4.0%) Shares 16,861 (-1.8%) Est. Cost $36.98 Unrealized +15.8%
INN SUMMIT HOTEL PPTYS 0.0%
Value ($000) $184 (-12.5%) Shares 41,669 (-3.6%) Est. Cost $7.03 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,250 (-2.0%) Shares 9,930 (-1.0%) Est. Cost $91.01 Unrealized
WRBY WARBY PARKER INC 0.0%
Value ($000) $279 (-8.0%) Shares 13,254 (-4.9%) Est. Cost $14.87 Unrealized +69.5%
CCS CENTURY COMMUNITIES INC 0.0%
Value ($000) $294 (-7.6%) Shares 5,117 (-4.4%) Est. Cost $48.62 Unrealized +38.5%
TLH ISHARES TR 0.0%
Value ($000) $649 (-3.5%) Shares 6,447 (-2.6%) Est. Cost $108.82 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $538 (-3.9%) Shares 5,810 (-2.2%) Est. Cost $96.50 Unrealized +4.6%
ABCB AMERIS BANCORP 0.0%
Value ($000) $763 (+2.9%) Shares 9,789 (-2.0%) Est. Cost $63.65 Unrealized +27.3%
EWC ISHARES INC 0.0%
Value ($000) $572 (-3.6%) Shares 10,440 (-5.1%) Est. Cost $31.97 Unrealized
JBL JABIL INC 0.0%
Value ($000) $265 (+8.6%) Shares 996 (-6.7%) Est. Cost $165.51 Unrealized +49.9%
EPAC ENERPAC TOOL GROUP CORP 0.0%
Value ($000) $216 (-8.6%) Shares 5,921 (-4.2%) Est. Cost $24.92 Unrealized +65.2%
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $412 (-4.5%) Shares 7,623 (-4.7%) Est. Cost $42.61 Unrealized +35.1%
UMBF UMB FINL CORP 0.0%
Value ($000) $572 (-3.3%) Shares 5,071 (-1.3%) Est. Cost $72.46 Unrealized +72.6%
HOLX HOLOGIC INC 0.0%
Value ($000) $308 (-5.9%) Shares 4,080 (-7.3%) Est. Cost $72.58 Unrealized +3.4%
ABEV AMBEV SA 0.0%
Value ($000) $207 (-8.1%) Shares 70,887 (-22.3%) Est. Cost $3.11 Unrealized
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $530 (-3.2%) Shares 4,197 (-4.4%) Est. Cost $102.63 Unrealized +25.0%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $523 (-3.1%) Shares 5,527 (-19.9%) Est. Cost $88.57 Unrealized +7.3%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $568 (-2.9%) Shares 5,154 (-7.6%) Est. Cost $96.46 Unrealized +17.5%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $219 (+8.1%) Shares 2,375 (-11.7%) Est. Cost $57.05 Unrealized +51.8%
GEL GENESIS ENERGY L P 0.0%
Value ($000) $202 (+8.8%) Shares 11,348 (-4.8%) Est. Cost $18.11 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $1,237 (-1.3%) Shares 15,104 (-12.7%) Est. Cost $62.91 Unrealized +22.8%
CON CONCENTRA GROUP HOLDINGS PAR 0.0%
Value ($000) $302 (+5.6%) Shares 14,080 (-3.1%) Est. Cost $21.23 Unrealized +4.3%
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $107 (-12.8%) Shares 10,883 (-8.4%) Est. Cost $10.56 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $430 (-3.5%) Shares 22,432 (-10.7%) Est. Cost $15.39 Unrealized +18.0%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $376 (-3.8%) Shares 6,428 (-3.5%) Est. Cost $59.56 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $573 (+2.5%) Shares 2,842 (-11.4%) Est. Cost $159.32 Unrealized +18.5%
SYBT STOCK YDS BANCORP INC 0.0%
Value ($000) $410 (-3.0%) Shares 6,182 (-5.0%) Est. Cost $70.76 Unrealized -3.7%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $2,478 (-0.5%) Shares 41,314 (-3.1%) Est. Cost $36.56 Unrealized +72.6%
BOH BANK HAWAII CORP 0.0%
Value ($000) $214 (+6.1%) Shares 2,879 (-2.3%) Est. Cost $65.46 Unrealized +13.9%
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $491 (-2.4%) Shares 1,527 (-21.5%) Est. Cost $204.31 Unrealized +40.4%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $354 (-3.3%) Shares 161 (-8.5%) Est. Cost $1021.20 Unrealized +106.5%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $317 (-3.6%) Shares 1,014 (-7.9%) Est. Cost $195.74 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $535 (-2.1%) Shares 13,331 (-6.0%) Est. Cost $36.68 Unrealized +11.3%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $357 (+3.3%) Shares 4,991 (-2.4%) Est. Cost $67.64 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value ($000) $480 (+2.3%) Shares 5,425 (-6.2%) Est. Cost $99.68 Unrealized -6.7%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $1,047 (-1.0%) Shares 7,175 (-5.6%) Est. Cost $93.66 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $561 (-1.8%) Shares 1,544 (-6.8%) Est. Cost $197.16 Unrealized +88.3%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $201 (+5.0%) Shares 17,151 (-1.1%) Est. Cost $10.07 Unrealized +10.7%
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $1,366 (-0.7%) Shares 33,177 (-4.7%) Est. Cost $24.71 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,559 (-0.2%) Shares 22,003 (-4.3%) Est. Cost $91.99 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $398 (+1.6%) Shares 7,010 (-6.7%) Est. Cost $50.31 Unrealized +6.4%
NGVT INGEVITY CORP 0.0%
Value ($000) $271 (+2.3%) Shares 3,804 (-15.0%) Est. Cost $38.57 Unrealized +78.1%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $2,085 (+0.2%) Shares 18,773 (-8.8%) Est. Cost $80.02 Unrealized
TRN TRINITY INDS INC 0.0%
Value ($000) $474 (-1.0%) Shares 14,716 (-18.7%) Est. Cost $23.62 Unrealized +27.4%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $264 (-1.6%) Shares 5,209 (-1.7%) Est. Cost $50.63 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $212 (-1.9%) Shares 4,586 (-3.6%) Est. Cost $45.45 Unrealized
FUL FULLER H B CO 0.0%
Value ($000) $458 (+0.9%) Shares 7,430 (-2.7%) Est. Cost $67.50 Unrealized -6.2%
GTES GATES INDL CORP PLC 0.0%
Value ($000) $856 (-0.5%) Shares 37,838 (-5.5%) Est. Cost $18.57 Unrealized +32.9%
LFUS LITTELFUSE INC 0.0%
Value ($000) $505 (+0.8%) Shares 1,488 (-24.9%) Est. Cost $216.49 Unrealized +47.8%
MTB M & T BK CORP 0.0%
Value ($000) $585 (-0.6%) Shares 2,831 (-3.1%) Est. Cost $157.33 Unrealized +40.6%
BBCP CONCRETE PUMPING HLDGS INC 0.0%
Value ($000) $167 (+1.4%) Shares 23,351 (-4.7%) Est. Cost $5.18 Unrealized +25.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $231 (+0.4%) Shares 22,475 (-2.6%) Est. Cost $9.65 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $531 (-0.1%) Shares 2,949 (-6.0%) Est. Cost $104.62 Unrealized +76.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $360 (-0.1%) Shares 6,848 (-10.7%) Est. Cost $47.76 Unrealized
PRSU PURSUIT ATTRACTIONS AND HOSP 0.0%
Value ($000) $324 (+0.1%) Shares 8,833 (-8.0%) Est. Cost $26.25 Unrealized +34.6%

Unchanged Positions (203)

MSFT MICROSOFT CORP 3.7%
Value ($000) $1,025,879 Shares 2,771,373 Est. Cost $54.00 Unrealized +704.8%
AAPL APPLE INC 4.5%
Value ($000) $1,225,777 Shares 4,829,888 Est. Cost $101.13 Unrealized +159.9%
GOOGL ALPHABET INC 3.2%
Value ($000) $871,961 Shares 3,032,274 Est. Cost $109.44 Unrealized +195.4%
IVV ISHARES TR 7.6%
Value ($000) $2,078,564 Shares 3,182,076 Est. Cost $291.93 Unrealized
NVDA NVIDIA CORPORATION 3.4%
Value ($000) $920,605 Shares 5,278,699 Est. Cost $92.45 Unrealized +101.9%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $241,056 Shares 1,420,818 Est. Cost $87.42 Unrealized +58.7%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $525,979 Shares 1,788,071 Est. Cost $63.69 Unrealized +388.9%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $330,394 Shares 1,351,637 Est. Cost $103.30 Unrealized +120.6%
COST COSTCO WHOLESALE CORPORATION 1.2%
Value ($000) $332,634 Shares 333,826 Est. Cost $119.01 Unrealized +709.8%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $208,765 Shares 417,813 Est. Cost $104.17 Unrealized +417.5%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $165,019 Shares 1,776,692 Est. Cost $68.51 Unrealized +27.2%
IJR ISHARES TR 1.7%
Value ($000) $477,218 Shares 3,838,937 Est. Cost $82.02 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $99,756 Shares 108,458 Est. Cost $328.26 Unrealized +219.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $118,129 Shares 522,623 Est. Cost $123.34 Unrealized +83.2%
WMT WALMART INC 0.4%
Value ($000) $112,368 Shares 904,149 Est. Cost $50.80 Unrealized +140.2%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $33,472 Shares 183,477 Est. Cost $183.29 Unrealized +21.8%
INTC INTEL CORP 0.2%
Value ($000) $66,905 Shares 1,516,083 Est. Cost $21.12 Unrealized +119.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $38,678 Shares 113,164 Est. Cost $37.04 Unrealized +781.6%
ETN EATON CORP PLC 0.3%
Value ($000) $82,824 Shares 231,566 Est. Cost $52.09 Unrealized +578.9%
VEA VANGUARD TAX-MANAGED FDS 1.5%
Value ($000) $400,832 Shares 6,255,187 Est. Cost $44.02 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $24,183 Shares 132,743 Est. Cost $57.64 Unrealized +155.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $20,632 Shares 160,213 Est. Cost $78.45 Unrealized +96.2%
KO COCA COLA CO 0.3%
Value ($000) $83,743 Shares 1,101,152 Est. Cost $36.12 Unrealized +107.0%
AMGN AMGEN INC 0.3%
Value ($000) $86,926 Shares 247,055 Est. Cost $155.80 Unrealized +124.4%
MMM 3M CO 0.2%
Value ($000) $54,815 Shares 377,433 Est. Cost $112.04 Unrealized +46.3%
RTX RTX CORPORATION 0.4%
Value ($000) $120,700 Shares 625,713 Est. Cost $55.52 Unrealized +254.1%
PFE PFIZER INC 0.1%
Value ($000) $39,869 Shares 1,419,834 Est. Cost $25.02 Unrealized +4.6%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $48,242 Shares 281,412 Est. Cost $307.48 Unrealized -43.2%
SWIM LATHAM GROUP INC 0.1%
Value ($000) $21,979 Shares 4,092,901 Est. Cost $4.87 Unrealized +35.4%
BLK BLACKROCK INC 0.1%
Value ($000) $35,489 Shares 36,902 Est. Cost $991.05 Unrealized +10.7%
UNP UNION PAC CORP 0.2%
Value ($000) $67,610 Shares 278,666 Est. Cost $103.39 Unrealized +135.3%
MS MORGAN STANLEY 0.1%
Value ($000) $40,332 Shares 245,073 Est. Cost $22.89 Unrealized +684.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $11,846 Shares 21,083 Est. Cost $562.61 Unrealized +19.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $33,622 Shares 394,491 Est. Cost $75.52 Unrealized +17.5%
CSX CSX CORP 0.1%
Value ($000) $19,794 Shares 482,186 Est. Cost $26.82 Unrealized +43.6%
FDX FEDEX CORP 0.0%
Value ($000) $11,818 Shares 33,179 Est. Cost $119.72 Unrealized +183.1%
GRC GORMAN RUPP CO 0.0%
Value ($000) $8,912 Shares 143,438 Est. Cost $29.06 Unrealized +98.0%
DES WISDOMTREE TR 0.1%
Value ($000) $25,793 Shares 717,664 Est. Cost $28.51 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $9,827 Shares 45,992 Est. Cost $75.94 Unrealized +197.5%
PATH UIPATH INC 0.0%
Value ($000) $3,895 Shares 350,860 Est. Cost $19.59 Unrealized -31.2%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $17,806 Shares 162,334 Est. Cost $86.80 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $55,137 Shares 970,899 Est. Cost $43.98 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $56,218 Shares 558,716 Est. Cost $84.21 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $114,704 Shares 369,073 Est. Cost $89.17 Unrealized +255.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $55,412 Shares 352,317 Est. Cost $46.44 Unrealized +255.2%
IWP ISHARES TR 0.1%
Value ($000) $22,055 Shares 172,144 Est. Cost $99.30 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $45,764 Shares 145,834 Est. Cost $122.77 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $55,580 Shares 235,231 Est. Cost $42.64 Unrealized +536.7%
EMR EMERSON ELEC CO 0.5%
Value ($000) $129,530 Shares 988,630 Est. Cost $88.32 Unrealized +68.1%
IWR ISHARES TR 0.6%
Value ($000) $152,374 Shares 1,567,151 Est. Cost $67.91 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $4,895 Shares 131,510 Est. Cost $42.98 Unrealized +5.8%
WELL WELLTOWER INC 0.1%
Value ($000) $17,771 Shares 89,883 Est. Cost $86.28 Unrealized +116.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $34,274 Shares 128,487 Est. Cost $193.56 Unrealized +45.0%
AGG ISHARES TR 0.4%
Value ($000) $107,782 Shares 1,085,741 Est. Cost $106.83 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $7,766 Shares 6,158 Est. Cost $1205.44 Unrealized +17.2%
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $5,530 Shares 200,000 Est. Cost $4.48 Unrealized
WS WORTHINGTON STL INC 0.0%
Value ($000) $6,280 Shares 206,905 Est. Cost $32.88 Unrealized +26.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $7,247 Shares 158,241 Est. Cost $32.16 Unrealized +43.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $13,010 Shares 88,736 Est. Cost $123.96 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $8,572 Shares 17,467 Est. Cost $133.18 Unrealized +271.9%
GWW WW GRAINGER INC 0.0%
Value ($000) $9,713 Shares 8,904 Est. Cost $431.91 Unrealized +153.4%
IWS ISHARES TR 0.1%
Value ($000) $28,938 Shares 198,559 Est. Cost $55.16 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $13,301 Shares 44,506 Est. Cost $80.01 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $26,923 Shares 512,431 Est. Cost $39.15 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $131,268 Shares 1,691,810 Est. Cost $20.24 Unrealized +284.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $4,231 Shares 219,232 Est. Cost $14.57 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $8,135 Shares 24,758 Est. Cost $90.94 Unrealized +301.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $17,507 Shares 109,624 Est. Cost $52.68 Unrealized +192.8%
RGEF TIDAL TRUST III 0.1%
Value ($000) $27,089 Shares 901,375 Est. Cost $24.71 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $19,663 Shares 317,704 Est. Cost $67.21 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $726 Shares 2,967 Est. Cost $301.07 Unrealized +24.9%
IJS ISHARES TR 0.1%
Value ($000) $16,567 Shares 139,869 Est. Cost $95.61 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $4,273 Shares 16,059 Est. Cost $81.55 Unrealized +239.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $3,347 Shares 35,870 Est. Cost $44.58 Unrealized +112.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $8,164 Shares 61,765 Est. Cost $57.53 Unrealized +124.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $8,422 Shares 293,332 Est. Cost $29.60 Unrealized +0.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2,779 Shares 6,404 Est. Cost $279.07 Unrealized +49.0%
DVY ISHARES TR 0.0%
Value ($000) $4,737 Shares 31,287 Est. Cost $100.89 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $3,066 Shares 9,328 Est. Cost $238.70 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $1,669 Shares 14,135 Est. Cost $120.26 Unrealized +3.1%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $1,448 Shares 2,126 Est. Cost $330.32 Unrealized +97.0%
IWM ISHARES TR 0.7%
Value ($000) $195,331 Shares 787,623 Est. Cost $98.42 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,309 Shares 72,115 Est. Cost $52.73 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $500 Shares 4,582 Est. Cost $75.54 Unrealized +96.7%
RDNT RADNET INC 0.0%
Value ($000) $886 Shares 15,848 Est. Cost $19.74 Unrealized +262.4%
MINT PIMCO ETF TR 0.3%
Value ($000) $76,078 Shares 756,471 Est. Cost $101.41 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,502 Shares 50,062 Est. Cost $58.05 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $152,438 Shares 1,569,421 Est. Cost $62.29 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1,903 Shares 10,064 Est. Cost $151.97 Unrealized +11.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3,308 Shares 16,876 Est. Cost $141.23 Unrealized +46.9%
CATH GLOBAL X FDS 0.0%
Value ($000) $3,608 Shares 46,162 Est. Cost $42.00 Unrealized
BRZE BRAZE INC 0.0%
Value ($000) $356 Shares 15,064 Est. Cost $43.08 Unrealized -47.5%
BN BROOKFIELD CORP 0.0%
Value ($000) $1,125 Shares 27,806 Est. Cost $29.45 Unrealized +58.5%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $513 Shares 13,155 Est. Cost $38.52 Unrealized +47.6%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $27,314 Shares 535,783 Est. Cost $50.90 Unrealized
IGLB ISHARES TR 0.0%
Value ($000) $7,140 Shares 143,861 Est. Cost $55.92 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $2,576 Shares 21,258 Est. Cost $86.56 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $600 Shares 4,807 Est. Cost $297.29 Unrealized -50.6%
OBT ORANGE CNTY BANCORP INC 0.0%
Value ($000) $1,119 Shares 35,000 Est. Cost $21.35 Unrealized +48.9%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $10,868 Shares 208,443 Est. Cost $55.20 Unrealized +0.2%
UDOW PROSHARES TR 0.0%
Value ($000) $769 Shares 15,320 Est. Cost $57.69 Unrealized
ARHS ARHAUS INC 0.0%
Value ($000) $170 Shares 25,000 Est. Cost $6.33 Unrealized +61.6%
TQQQ PROSHARES TR 0.0%
Value ($000) $393 Shares 9,426 Est. Cost $51.71 Unrealized
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $4,611 Shares 17,392 Est. Cost $236.87 Unrealized +29.7%
EMB ISHARES TR 0.0%
Value ($000) $3,030 Shares 32,258 Est. Cost $116.95 Unrealized
HY HYSTER-YALE INC 0.0%
Value ($000) $1,130 Shares 34,766 Est. Cost $46.03 Unrealized -23.8%
ITOT ISHARES TR 0.0%
Value ($000) $2,181 Shares 15,311 Est. Cost $98.18 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value ($000) $2,237 Shares 4,829 Est. Cost $249.49 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $2,411 Shares 69,907 Est. Cost $33.36 Unrealized +6.6%
IWY ISHARES TR 0.0%
Value ($000) $767 Shares 3,081 Est. Cost $177.34 Unrealized
BELFB BEL FUSE INC 0.0%
Value ($000) $596 Shares 3,010 Est. Cost $67.77 Unrealized +210.3%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1,524 Shares 2,588 Est. Cost $403.89 Unrealized +63.7%
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $11,173 Shares 1,053,050 Est. Cost $13.52 Unrealized
MATX MATSON INC 0.0%
Value ($000) $315 Shares 1,923 Est. Cost $107.05 Unrealized +43.3%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7,611 Shares 186,399 Est. Cost $41.97 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,449 Shares 20,431 Est. Cost $48.34 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $1,872 Shares 18,063 Est. Cost $95.90 Unrealized +19.3%
NI NISOURCE INC 0.0%
Value ($000) $670 Shares 14,349 Est. Cost $27.02 Unrealized +62.8%
QLD PROSHARES TR 0.0%
Value ($000) $417 Shares 6,828 Est. Cost $94.06 Unrealized
BOW BOWHEAD SPECIALTY HLDGS INC 0.0%
Value ($000) $221 Shares 9,850 Est. Cost $30.62 Unrealized -18.2%
AFL AFLAC INC 0.1%
Value ($000) $22,250 Shares 202,806 Est. Cost $35.89 Unrealized +209.8%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $631 Shares 6,839 Est. Cost $86.02 Unrealized +3.3%
UDR UDR INC 0.0%
Value ($000) $602 Shares 17,817 Est. Cost $32.54 Unrealized +12.7%
VLUE ISHARES TR 0.0%
Value ($000) $1,341 Shares 9,428 Est. Cost $101.33 Unrealized
ILTB ISHARES TR 0.0%
Value ($000) $3,348 Shares 68,357 Est. Cost $49.68 Unrealized
AME AMETEK INC 0.0%
Value ($000) $1,176 Shares 5,485 Est. Cost $132.38 Unrealized +68.7%
MQ MARQETA INC 0.0%
Value ($000) $269 Shares 66,043 Est. Cost $11.04 Unrealized -61.0%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $988 Shares 15,816 Est. Cost $45.42 Unrealized
FXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $749 Shares 4,715 Est. Cost $95.14 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $576 Shares 5,955 Est. Cost $92.82 Unrealized
LFST LIFESTANCE HEALTH GROUP INC 0.0%
Value ($000) $361 Shares 56,671 Est. Cost $7.60 Unrealized -6.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $720 Shares 13,649 Est. Cost $32.74 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $2,800 Shares 31,345 Est. Cost $78.63 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $769 Shares 14,468 Est. Cost $45.87 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $980 Shares 20,232 Est. Cost $31.60 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $499 Shares 12,700 Est. Cost $27.23 Unrealized
MTUS METALLUS INC 0.0%
Value ($000) $657 Shares 40,218 Est. Cost $17.37 Unrealized +13.5%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $134 Shares 26,363 Est. Cost $5.67 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $615 Shares 8,041 Est. Cost $66.92 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $436 Shares 1,634 Est. Cost $206.65 Unrealized +31.2%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $1,023 Shares 13,874 Est. Cost $71.00 Unrealized +9.9%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $684 Shares 11,320 Est. Cost $54.86 Unrealized
AGZ ISHARES TR 0.0%
Value ($000) $10,429 Shares 95,062 Est. Cost $115.97 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $954 Shares 20,891 Est. Cost $33.33 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $546 Shares 6,468 Est. Cost $56.67 Unrealized
TILT FLEXSHARES TR 0.0%
Value ($000) $794 Shares 3,288 Est. Cost $182.48 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $383 Shares 1,621 Est. Cost $244.09 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $997 Shares 13,628 Est. Cost $51.60 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $860 Shares 20,223 Est. Cost $43.21 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $470 Shares 1,545 Est. Cost $229.91 Unrealized +42.1%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $360 Shares 3,000 Est. Cost $67.59 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $386 Shares 1,331 Est. Cost $148.98 Unrealized +105.4%
URTH ISHARES INC 0.0%
Value ($000) $549 Shares 3,050 Est. Cost $153.18 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $479 Shares 7,412 Est. Cost $57.33 Unrealized +28.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $2,279 Shares 25,691 Est. Cost $88.61 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $421 Shares 8,818 Est. Cost $24.49 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $3,165 Shares 18,747 Est. Cost $122.60 Unrealized
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $243 Shares 1,666 Est. Cost $138.37 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $500 Shares 10,347 Est. Cost $44.11 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $319 Shares 5,739 Est. Cost $47.61 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $951 Shares 10,147 Est. Cost $80.50 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $188 Shares 24,921 Est. Cost $6.94 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $334 Shares 7,188 Est. Cost $41.97 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $636 Shares 8,943 Est. Cost $58.44 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $214 Shares 1,711 Est. Cost $132.37 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $442 Shares 8,948 Est. Cost $41.55 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $207 Shares 3,100 Est. Cost $66.57 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.0%
Value ($000) $134 Shares 11,044 Est. Cost $9.40 Unrealized +19.7%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $95 Shares 11,000 Est. Cost $8.46 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $592 Shares 8,131 Est. Cost $70.35 Unrealized +21.3%
ACWI ISHARES TR 0.0%
Value ($000) $399 Shares 2,887 Est. Cost $91.37 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $751 Shares 12,614 Est. Cost $59.57 Unrealized
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $354 Shares 14,403 Est. Cost $15.59 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $195 Shares 16,921 Est. Cost $12.38 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $332 Shares 6,008 Est. Cost $52.02 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $41 Shares 15,810 Est. Cost $2.96 Unrealized +3.8%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $248 Shares 22,801 Est. Cost $11.86 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $515 Shares 5,380 Est. Cost $104.51 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $211 Shares 18,763 Est. Cost $11.97 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $543 Shares 13,661 Est. Cost $46.34 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $250 Shares 8,100 Est. Cost $34.81 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $988 Shares 3,268 Est. Cost $161.08 Unrealized
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $217 Shares 1,100 Est. Cost $191.25 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $484 Shares 5,794 Est. Cost $78.13 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $809 Shares 3,969 Est. Cost $129.10 Unrealized +56.9%
ORC ORCHID IS CAP INC 0.0%
Value ($000) $218 Shares 31,002 Est. Cost $7.40 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $202 Shares 1,751 Est. Cost $114.68 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $431 Shares 12,804 Est. Cost $32.98 Unrealized +7.9%
GEF GREIF INC 0.0%
Value ($000) $423 Shares 6,308 Est. Cost $44.49 Unrealized +63.5%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $126 Shares 10,247 Est. Cost $12.66 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $242 Shares 17,000 Est. Cost $15.00 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $355 Shares 3,926 Est. Cost $74.88 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $252 Shares 3,261 Est. Cost $75.80 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $242 Shares 2,497 Est. Cost $90.71 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $367 Shares 7,210 Est. Cost $50.21 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $239 Shares 2,385 Est. Cost $89.54 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $234 Shares 2,866 Est. Cost $81.01 Unrealized
SHM SPDR SERIES TRUST 0.0%
Value ($000) $312 Shares 6,519 Est. Cost $49.01 Unrealized
NYM AB ACTIVE ETFS INC 0.0%
Value ($000) $471 Shares 18,880 Est. Cost $25.00 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $229 Shares 4,885 Est. Cost $46.81 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $220 Shares 9,594 Est. Cost $23.12 Unrealized
GBF ISHARES TR 0.0%
Value ($000) $2,853 Shares 27,390 Est. Cost $107.51 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $1,091 Shares 42,819 Est. Cost $25.51 Unrealized