Williams Jones Wealth Management, LLC. Diversified Active

CIK: 0001788587 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $6,677,080 (100.0% shares, 0.0% debt)

Holdings (539)

AAPL APPLE INC COM 6.4%
Value ($000) $429,226 Shares 2,212,850 Est. Cost $92.14 Unrealized +86.7%
V VISA INC COM CL A 4.0%
Value ($000) $266,552 Shares 1,122,419 Est. Cost $170.39 Unrealized +31.7%
COST COSTCO WHSL CORP NEW COM 3.9%
Value ($000) $259,190 Shares 481,425 Est. Cost $263.73 Unrealized +84.7%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $249,722 Shares 733,311 Est. Cost $131.33 Unrealized +133.9%
ACN ACCENTURE PLC IRELAND SHS CLAS 2.9%
Value ($000) $191,694 Shares 621,212 Est. Cost $191.13 Unrealized +46.3%
IDXX IDEXX LABS INC COM 2.7%
Value ($000) $183,315 Shares 365,002 Est. Cost $278.27 Unrealized +72.2%
GOOGL ALPHABET INC CAP STK CL A 2.6%
Value ($000) $171,137 Shares 1,429,716 Est. Cost $106.47 Unrealized +7.3%
ZTS ZOETIS INC CL A 2.5%
Value ($000) $167,334 Shares 971,687 Est. Cost $117.45 Unrealized +43.1%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $156,349 Shares 944,593 Est. Cost $119.56 Unrealized +24.5%
MTD METTLER TOLEDO INTERNATIONAL C 2.3%
Value ($000) $154,621 Shares 117,884 Est. Cost $734.27 Unrealized +91.5%
ECL ECOLAB INC COM 2.0%
Value ($000) $135,351 Shares 725,005 Est. Cost $187.83 Unrealized -10.9%
ADP AUTOMATIC DATA PROCESSING INC 2.0%
Value ($000) $133,519 Shares 607,483 Est. Cost $144.43 Unrealized +40.7%
INTU INTUIT COM 1.9%
Value ($000) $129,619 Shares 282,894 Est. Cost $304.87 Unrealized +41.3%
STE STERIS PLC SHS USD 1.9%
Value ($000) $129,497 Shares 575,594 Est. Cost $150.44 Unrealized +29.9%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $120,525 Shares 924,554 Est. Cost $122.33 Unrealized -6.6%
TMO THERMO FISHER SCIENTIFIC INC C 1.7%
Value ($000) $115,159 Shares 220,717 Est. Cost $313.19 Unrealized +70.9%
ALC ALCON AG ORD SHS 1.6%
Value ($000) $109,450 Shares 1,332,966 Est. Cost $59.00 Unrealized +28.4%
DHR DANAHER CORP DEL COM 1.6%
Value ($000) $108,412 Shares 451,716 Est. Cost $121.72 Unrealized +71.5%
ROP ROPER TECHNOLOGIES INC COM 1.6%
Value ($000) $107,834 Shares 224,281 Est. Cost $374.06 Unrealized +19.1%
TJX TJX COS INC NEW COM 1.6%
Value ($000) $107,509 Shares 1,267,942 Est. Cost $51.47 Unrealized +48.0%
PEP PEPSICO INC COM 1.6%
Value ($000) $105,451 Shares 569,328 Est. Cost $116.72 Unrealized +46.1%
HD HOME DEPOT INC COM 1.5%
Value ($000) $97,848 Shares 314,989 Est. Cost $203.80 Unrealized +35.6%
MKC MCCORMICK & CO INC COM NON VTG 1.4%
Value ($000) $94,137 Shares 1,079,185 Est. Cost $78.60 Unrealized +5.3%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $92,443 Shares 635,609 Est. Cost $99.55 Unrealized +30.3%
CCI CROWN CASTLE INTL CORP 1.4%
Value ($000) $91,621 Shares 804,115 Est. Cost $107.12 Unrealized -4.4%
DOV DOVER CORP COM 1.3%
Value ($000) $89,394 Shares 605,445 Est. Cost $87.65 Unrealized +58.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.3%
Value ($000) $86,490 Shares 253,637 Est. Cost $223.43 Unrealized +46.1%
NVDA NVIDIA CORP COM 1.3%
Value ($000) $85,905 Shares 203,076 Est. Cost $17.51 Unrealized +89.4%
EL LAUDER ESTEE COS INC CL A 1.2%
Value ($000) $77,180 Shares 393,012 Est. Cost $183.74 Unrealized +9.7%
TTD THE TRADE DESK INC COM CL A 1.1%
Value ($000) $76,696 Shares 993,210 Est. Cost $59.74 Unrealized +13.3%
ATR APTARGROUP INC COM 1.1%
Value ($000) $74,892 Shares 646,399 Est. Cost $112.85 Unrealized +0.2%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $72,727 Shares 601,199 Est. Cost $108.24 Unrealized +6.1%
SHW SHERWIN-WILLIAMS CO 0.8%
Value ($000) $56,010 Shares 210,946 Est. Cost $234.97 Unrealized -2.1%
BX BLACKSTONE GROUP INC 0.8%
Value ($000) $53,264 Shares 572,916 Est. Cost $40.36 Unrealized +98.6%
EPD ENTERPRISE PRODS PARTNERS L P 0.7%
Value ($000) $47,699 Shares 1,810,197 Est. Cost $26.69 Unrealized
ETN EATON CORP PLC SHS 0.7%
Value ($000) $46,781 Shares 232,628 Est. Cost $130.88 Unrealized +30.1%
SYY SYSCO CORP COM 0.7%
Value ($000) $46,732 Shares 629,808 Est. Cost $73.47 Unrealized -6.7%
CTAS CINTAS CORP COM 0.7%
Value ($000) $44,554 Shares 89,632 Est. Cost $88.35 Unrealized +29.8%
HON HONEYWELL INTL INC 0.6%
Value ($000) $39,213 Shares 188,976 Est. Cost $157.23 Unrealized +11.7%
AON AON PLC CLASS A ORDINARY SHARE 0.6%
Value ($000) $38,465 Shares 111,428 Est. Cost $191.30 Unrealized +66.6%
XIFR NEXTERA ENERGY PARTNERS LP COM 0.6%
Value ($000) $37,503 Shares 639,551 Est. Cost $57.86 Unrealized +3.9%
APO APOLLO GLOBAL MGMT INC COM CL 0.6%
Value ($000) $37,275 Shares 485,287 Est. Cost $65.10 Unrealized -1.6%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $36,798 Shares 343,102 Est. Cost $63.06 Unrealized +58.0%
NKE NIKE INC CL B 0.5%
Value ($000) $33,710 Shares 305,426 Est. Cost $88.44 Unrealized +25.9%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $33,460 Shares 69,615 Est. Cost $310.80 Unrealized +49.6%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $31,934 Shares 768,569 Est. Cost $37.56 Unrealized -2.4%
ONEXF ONEX CORP SUB VTG 0.4%
Value ($000) $29,233 Shares 528,966 Est. Cost $61.57 Unrealized -22.4%
TROW PRICE T ROWE GROUP INC COM 0.4%
Value ($000) $28,891 Shares 257,913 Est. Cost $85.75 Unrealized +12.4%
SPY SPDR S&P 500 ETF TR TR UNIT 0.4%
Value ($000) $28,881 Shares 65,153 Est. Cost $306.94 Unrealized
FTNT FORTINET INC COM 0.4%
Value ($000) $27,820 Shares 368,042 Est. Cost $52.37 Unrealized +29.8%
LOW LOWES COS INC COM 0.4%
Value ($000) $27,602 Shares 122,297 Est. Cost $94.73 Unrealized +108.8%
ABT ABBOTT LABS COM 0.4%
Value ($000) $27,367 Shares 251,031 Est. Cost $91.05 Unrealized +11.4%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $27,307 Shares 156,757 Est. Cost $118.62 Unrealized +31.7%
MRK MERCK & CO INC NEW COM 0.4%
Value ($000) $27,220 Shares 235,897 Est. Cost $73.80 Unrealized +41.6%
MSCI MSCI INC COM 0.4%
Value ($000) $26,695 Shares 56,884 Est. Cost $434.22 Unrealized +8.9%
PGR PROGRESSIVE CORP OHIO COM 0.4%
Value ($000) $25,249 Shares 190,746 Est. Cost $72.86 Unrealized +68.2%
FTV FORTIVE CORP COM 0.4%
Value ($000) $24,233 Shares 324,107 Est. Cost $45.96 Unrealized +8.6%
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $24,137 Shares 319,439 Est. Cost $76.16 Unrealized -9.0%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $23,728 Shares 150,799 Est. Cost $106.31 Unrealized +34.7%
WEX WEX INC COM 0.4%
Value ($000) $23,690 Shares 130,115 Est. Cost $207.14 Unrealized -14.5%
J JACOBS SOLUTIONS INC 0.4%
Value ($000) $23,510 Shares 197,745 Est. Cost $96.82 Unrealized -3.8%
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $23,032 Shares 257,980 Est. Cost $136.44 Unrealized -32.2%
ROL ROLLINS INC COM 0.3%
Value ($000) $22,391 Shares 522,782 Est. Cost $30.78 Unrealized +27.7%
PWR QUANTA SVCS INC COM 0.3%
Value ($000) $22,341 Shares 113,722 Est. Cost $101.03 Unrealized +72.2%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $21,234 Shares 64,454 Est. Cost $146.34 Unrealized +88.5%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $20,758 Shares 231,701 Est. Cost $57.87 Unrealized +27.6%
ALLE ALLEGION PLC ORD SHS 0.3%
Value ($000) $20,619 Shares 171,797 Est. Cost $93.98 Unrealized +12.3%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.3%
Value ($000) $19,563 Shares 48,033 Est. Cost $292.69 Unrealized
SYK STRYKER CORP COM 0.3%
Value ($000) $19,250 Shares 63,096 Est. Cost $203.85 Unrealized +38.0%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $18,973 Shares 75,844 Est. Cost $134.10 Unrealized +63.8%
LAM RESEARCH CORP COM 0.3%
Value ($000) $18,889 Shares 29,382 Est. Cost $426.15 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $18,641 Shares 36 Est. Cost $317884.22 Unrealized +56.6%
AVGO BROADCOM INC 0.3%
Value ($000) $18,512 Shares 21,341 Est. Cost $27.06 Unrealized +154.0%
XYL XYLEM INC COM 0.3%
Value ($000) $18,329 Shares 162,755 Est. Cost $72.80 Unrealized +40.8%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $17,211 Shares 223,403 Est. Cost $62.77 Unrealized +16.2%
LVMUY LVMH MOET HENNESSY LOU VUITTON 0.3%
Value ($000) $17,126 Shares 90,693 Est. Cost $128.91 Unrealized
PLD PROLOGIS INC COM 0.3%
Value ($000) $16,941 Shares 138,145 Est. Cost $89.63 Unrealized +25.9%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $15,327 Shares 180,427 Est. Cost $33.64 Unrealized +12.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $14,041 Shares 143,331 Est. Cost $66.45 Unrealized +38.9%
IBB ISHARES TR NASDAQ BIOTECH INDX 0.2%
Value ($000) $13,639 Shares 107,430 Est. Cost $103.09 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $13,605 Shares 262,956 Est. Cost $42.54 Unrealized +7.0%
XBI SPDR SER TR S&P BIOTECH 0.2%
Value ($000) $13,356 Shares 160,525 Est. Cost $86.19 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $13,206 Shares 68,091 Est. Cost $185.34 Unrealized -3.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $13,156 Shares 73,080 Est. Cost $111.27 Unrealized +43.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $12,891 Shares 108,250 Est. Cost $50.71 Unrealized +98.0%
VTXPF VICTREX PLC 0.2%
Value ($000) $12,881 Shares 728,000 Est. Cost $24.98 Unrealized -21.1%
AMGN AMGEN INC COM 0.2%
Value ($000) $12,575 Shares 56,638 Est. Cost $158.39 Unrealized +34.9%
MGNI MAGNITE INC 0.2%
Value ($000) $12,533 Shares 918,205 Est. Cost $16.42 Unrealized -32.2%
VEEV VEEVA SYS INC CL A COM 0.2%
Value ($000) $12,200 Shares 61,698 Est. Cost $174.33 Unrealized +4.6%
RVTY REVVITY INC 0.2%
Value ($000) $12,039 Shares 101,347 Est. Cost $130.90 Unrealized -6.7%
ACGL ARCH CAP GROUP LTD ORD 0.2%
Value ($000) $11,786 Shares 157,465 Est. Cost $37.77 Unrealized +82.0%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $11,571 Shares 150,863 Est. Cost $60.09 Unrealized +29.0%
AL AIR LEASE CORP CL A 0.2%
Value ($000) $11,364 Shares 271,530 Est. Cost $36.72 Unrealized +2.9%
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $11,312 Shares 81,440 Est. Cost $123.28 Unrealized +10.0%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $11,155 Shares 123,413 Est. Cost $56.90 Unrealized +40.7%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $11,155 Shares 37,241 Est. Cost $241.45 Unrealized +9.9%
GWW GRAINGER W W INC COM 0.2%
Value ($000) $10,940 Shares 13,873 Est. Cost $256.65 Unrealized +162.2%
PFE PFIZER INC COM 0.2%
Value ($000) $10,685 Shares 291,314 Est. Cost $36.85 Unrealized -9.8%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $10,215 Shares 309,161 Est. Cost $36.08 Unrealized -21.3%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $9,714 Shares 764,852 Est. Cost $11.09 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $9,695 Shares 71,958 Est. Cost $73.95 Unrealized +80.8%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $9,601 Shares 20,472 Est. Cost $187.26 Unrealized +119.7%
EOG EOG RES INC COM 0.1%
Value ($000) $8,957 Shares 78,268 Est. Cost $81.29 Unrealized +28.5%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $8,911 Shares 110,322 Est. Cost $75.69 Unrealized +2.4%
KO COCA COLA CO COM 0.1%
Value ($000) $8,847 Shares 146,906 Est. Cost $46.28 Unrealized +23.9%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $8,799 Shares 57,988 Est. Cost $122.40 Unrealized +15.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $8,767 Shares 137,092 Est. Cost $41.32 Unrealized +42.6%
FLO FLOWERS FOODS INC COM 0.1%
Value ($000) $8,725 Shares 350,694 Est. Cost $22.30 Unrealized +3.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $8,714 Shares 23,589 Est. Cost $205.46 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $8,641 Shares 19,388 Est. Cost $301.44 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $8,365 Shares 21,446 Est. Cost $194.50 Unrealized +68.9%
GNMSF GENMAB A/S SHS 0.1%
Value ($000) $8,336 Shares 22,041 Est. Cost $206.72 Unrealized +92.6%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $8,156 Shares 72,907 Est. Cost $72.47 Unrealized +39.4%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $7,635 Shares 45,695 Est. Cost $114.36 Unrealized +26.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $7,475 Shares 36,529 Est. Cost $175.24 Unrealized +6.7%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $7,421 Shares 5,343 Est. Cost $1066.63 Unrealized +32.0%
VYM VANGUARD HIGH DIV YLD ETF 0.1%
Value ($000) $7,376 Shares 69,538 Est. Cost $87.00 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP 0.1%
Value ($000) $7,171 Shares 196,459 Est. Cost $46.34 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $6,990 Shares 17,250 Est. Cost $170.14 Unrealized +116.2%
CMG CHIPOTLE MEXICAN GRILL INC CL 0.1%
Value ($000) $6,967 Shares 3,257 Est. Cost $28.01 Unrealized +41.2%
MAGELLAN MIDSTREAM PARTNERS 0.1%
Value ($000) $6,806 Shares 109,203 Est. Cost $65.52 Unrealized
MLM MARTIN MARIETTA MATERIALS 0.1%
Value ($000) $6,773 Shares 14,671 Est. Cost $364.16 Unrealized +6.6%
MDY SPDR S&P MIDCAP 400 INDEX 0.1%
Value ($000) $6,703 Shares 13,996 Est. Cost $362.22 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.1%
Value ($000) $6,659 Shares 49,765 Est. Cost $106.49 Unrealized +10.9%
GMAB GENMAB A S SPONSORED ADR 0.1%
Value ($000) $6,068 Shares 159,643 Est. Cost $29.90 Unrealized
CYRX CRYOPORT INC COM PAR $0.001 0.1%
Value ($000) $5,940 Shares 344,361 Est. Cost $40.68 Unrealized -49.7%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $5,897 Shares 12,060 Est. Cost $428.14 Unrealized -5.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $5,682 Shares 76,575 Est. Cost $62.10 Unrealized +12.7%
ENOV ENOVIS CORP 0.1%
Value ($000) $5,519 Shares 86,072 Est. Cost $66.76 Unrealized -14.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $5,489 Shares 29,310 Est. Cost $167.14 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $5,471 Shares 56,047 Est. Cost $79.29 Unrealized +6.5%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $5,297 Shares 52,849 Est. Cost $71.46 Unrealized +27.8%
SHOCKWAVE MED INC COM 0.1%
Value ($000) $5,140 Shares 18,010 Est. Cost $218.34 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $4,965 Shares 74,398 Est. Cost $123.63 Unrealized -45.0%
ACI ALBERTSONS COS INC CLASS A 0.1%
Value ($000) $4,866 Shares 223,007 Est. Cost $19.06 Unrealized +1.3%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $4,762 Shares 131,514 Est. Cost $40.09 Unrealized -26.4%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $4,646 Shares 115,523 Est. Cost $38.21 Unrealized -4.4%
FNV FRANCO NEVADA CORP COM 0.1%
Value ($000) $4,556 Shares 31,949 Est. Cost $143.71 Unrealized +1.9%
BAC BANK AMER CORP COM 0.1%
Value ($000) $4,251 Shares 148,167 Est. Cost $25.74 Unrealized +3.4%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $4,238 Shares 17,223 Est. Cost $123.33 Unrealized +73.3%
ARGX ARGENX SE SPONSORED ADR 0.1%
Value ($000) $3,949 Shares 10,133 Est. Cost $259.06 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $3,940 Shares 13,202 Est. Cost $196.18 Unrealized +39.2%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $3,885 Shares 41,190 Est. Cost $79.45 Unrealized +9.4%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $3,856 Shares 56,646 Est. Cost $58.55 Unrealized +5.0%
BF/B BROWN-FORMAN CORP - CLASS B 0.1%
Value ($000) $3,630 Shares 54,360 Est. Cost $62.29 Unrealized -3.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $3,596 Shares 7,810 Est. Cost $358.95 Unrealized +20.2%
CI CIGNA CORPORATION COM 0.1%
Value ($000) $3,566 Shares 12,709 Est. Cost $162.65 Unrealized +52.4%
ORLY O REILLY AUTOMOTIVE INC NEW CO 0.1%
Value ($000) $3,498 Shares 3,662 Est. Cost $38.44 Unrealized +58.9%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $3,494 Shares 23,350 Est. Cost $111.22 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $3,474 Shares 27,586 Est. Cost $127.56 Unrealized -13.4%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $3,411 Shares 8,673 Est. Cost $288.49 Unrealized +28.2%
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $3,394 Shares 30,898 Est. Cost $51.95 Unrealized +53.7%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $3,323 Shares 19,113 Est. Cost $93.94 Unrealized
LYV LIVE NATION INC COM 0.0%
Value ($000) $3,292 Shares 36,135 Est. Cost $73.00 Unrealized +6.9%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $3,279 Shares 24,959 Est. Cost $107.24 Unrealized +12.8%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $3,143 Shares 53,444 Est. Cost $58.27 Unrealized -1.7%
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $3,137 Shares 11,983 Est. Cost $232.78 Unrealized -14.1%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $3,135 Shares 49,106 Est. Cost $73.76 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $3,057 Shares 25,251 Est. Cost $106.65 Unrealized +5.4%
VFIAX VANGUARD 500 INDEX FUND - ADM 0.0%
Value ($000) $3,043 Shares 7,411 Est. Cost $303.42 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $3,035 Shares 18,686 Est. Cost $132.07 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2,993 Shares 7,465 Est. Cost $341.73 Unrealized +4.7%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2,990 Shares 14,610 Est. Cost $92.56 Unrealized +82.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2,938 Shares 9,109 Est. Cost $208.69 Unrealized +47.5%
MFA MFA FINL INC COM 0.0%
Value ($000) $2,935 Shares 261,164 Est. Cost $5.02 Unrealized
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $2,911 Shares 24,190 Est. Cost $111.44 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $2,844 Shares 66,637 Est. Cost $41.91 Unrealized -10.2%
AWK AMERICAN WTR WKS CO INC NEW CO 0.0%
Value ($000) $2,769 Shares 19,399 Est. Cost $108.38 Unrealized +27.7%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $2,737 Shares 15,355 Est. Cost $159.49 Unrealized
HPQ HP INC 0.0%
Value ($000) $2,724 Shares 88,709 Est. Cost $32.06 Unrealized -15.4%
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $2,715 Shares 13,653 Est. Cost $164.46 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $2,713 Shares 19,651 Est. Cost $114.45 Unrealized +9.9%
SPLUNK INC COM 0.0%
Value ($000) $2,708 Shares 25,521 Est. Cost $120.34 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $2,689 Shares 58,993 Est. Cost $32.39 Unrealized +16.6%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $2,637 Shares 21,931 Est. Cost $123.70 Unrealized +1.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $2,586 Shares 11,403 Est. Cost $167.56 Unrealized +19.5%
BN BROOKFIELD CORPORATION 0.0%
Value ($000) $2,575 Shares 76,521 Est. Cost $21.90 Unrealized -5.0%
PUREFUNDS ISE CYBER SECURITY E 0.0%
Value ($000) $2,558 Shares 50,577 Est. Cost $45.83 Unrealized
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $2,550 Shares 5,258 Est. Cost $323.74 Unrealized +26.0%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $2,542 Shares 21,675 Est. Cost $96.65 Unrealized +10.9%
VTSAX VANGUARD INDEX FDS TOT STKIDX 0.0%
Value ($000) $2,471 Shares 23,023 Est. Cost $76.47 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $2,432 Shares 53,678 Est. Cost $34.39 Unrealized +6.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2,431 Shares 12,481 Est. Cost $101.95 Unrealized +73.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $2,340 Shares 22,583 Est. Cost $68.19 Unrealized +38.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2,308 Shares 6,948 Est. Cost $140.86 Unrealized +110.5%
CSX CSX CORP COM 0.0%
Value ($000) $2,299 Shares 67,406 Est. Cost $27.71 Unrealized +9.8%
INTC INTEL CORP COM 0.0%
Value ($000) $2,269 Shares 67,857 Est. Cost $42.10 Unrealized -27.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $2,234 Shares 26,156 Est. Cost $60.57 Unrealized +29.4%
AB ALLIANCEBERNSTEIN HOLDING LP U 0.0%
Value ($000) $2,205 Shares 68,575 Est. Cost $31.61 Unrealized
VGT VANGUARD WORLD FDS INF TECH ET 0.0%
Value ($000) $2,181 Shares 4,932 Est. Cost $272.81 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $2,172 Shares 32,226 Est. Cost $55.07 Unrealized +5.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2,129 Shares 16,565 Est. Cost $118.25 Unrealized +2.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $2,126 Shares 29,150 Est. Cost $54.74 Unrealized +25.2%
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $2,124 Shares 2,709 Est. Cost $692.48 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $2,057 Shares 55,311 Est. Cost $41.28 Unrealized -24.4%
LIN LINDE PUBLIC LTD 0.0%
Value ($000) $2,023 Shares 5,309 Est. Cost $322.30 Unrealized +9.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1,984 Shares 5,803 Est. Cost $286.49 Unrealized +5.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1,968 Shares 39,583 Est. Cost $23.52 Unrealized +80.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1,905 Shares 7,215 Est. Cost $227.68 Unrealized +6.3%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $1,900 Shares 55,983 Est. Cost $29.61 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1,879 Shares 16,116 Est. Cost $51.56 Unrealized +113.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $1,843 Shares 11,007 Est. Cost $148.87 Unrealized +4.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $1,842 Shares 16,290 Est. Cost $86.54 Unrealized +21.0%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $1,827 Shares 41,998 Est. Cost $36.16 Unrealized +21.6%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $1,813 Shares 13,086 Est. Cost $104.99 Unrealized +22.7%
HSY HERSHEY CO COM 0.0%
Value ($000) $1,793 Shares 7,180 Est. Cost $198.68 Unrealized +22.5%
LHX L3HARRIS TECHNOLOGY INC 0.0%
Value ($000) $1,792 Shares 9,153 Est. Cost $220.33 Unrealized -17.9%
MDGL MADRIGAL PHARMACEUTICALS INC C 0.0%
Value ($000) $1,689 Shares 7,310 Est. Cost $270.85 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1,668 Shares 32,690 Est. Cost $58.74 Unrealized -15.6%
FCNTX FIDELITY CONTRAFUND INC COM 0.0%
Value ($000) $1,661 Shares 111,332 Est. Cost $15.26 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $1,660 Shares 6,743 Est. Cost $225.33 Unrealized -1.2%
BA BOEING CO COM 0.0%
Value ($000) $1,645 Shares 7,788 Est. Cost $197.37 Unrealized +5.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1,625 Shares 13,648 Est. Cost $88.65 Unrealized +22.2%
NUE NUCOR CORP COM 0.0%
Value ($000) $1,599 Shares 9,750 Est. Cost $53.65 Unrealized +161.4%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $1,598 Shares 95,111 Est. Cost $13.96 Unrealized +1.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $1,575 Shares 17,878 Est. Cost $88.99 Unrealized -10.8%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1,548 Shares 8,427 Est. Cost $147.25 Unrealized +14.7%
TGT TARGET CORP COM 0.0%
Value ($000) $1,530 Shares 11,602 Est. Cost $151.31 Unrealized -10.8%
FXAIX FIDELITY CONCORD STR TR 500 ID 0.0%
Value ($000) $1,491 Shares 9,619 Est. Cost $125.04 Unrealized
PDFS PDF SOLUTIONS INC COM 0.0%
Value ($000) $1,443 Shares 32,000 Est. Cost $23.11 Unrealized +76.5%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1,438 Shares 8,290 Est. Cost $143.38 Unrealized +10.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1,436 Shares 4,895 Est. Cost $184.97 Unrealized +50.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,423 Shares 14,370 Est. Cost $79.25 Unrealized +22.7%
FDGRX FIDELITY GROWTH CO FUND 0.0%
Value ($000) $1,423 Shares 47,049 Est. Cost $19.44 Unrealized
T AT&T INC COM 0.0%
Value ($000) $1,397 Shares 87,615 Est. Cost $16.73 Unrealized -11.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $1,378 Shares 9,535 Est. Cost $49.65 Unrealized +146.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1,349 Shares 11,844 Est. Cost $84.27 Unrealized +23.4%
MCO MOODYS CORP 0.0%
Value ($000) $1,337 Shares 3,845 Est. Cost $292.70 Unrealized +6.0%
FCX FREEPORT-MCMORAN INC. 0.0%
Value ($000) $1,276 Shares 31,911 Est. Cost $38.14 Unrealized -3.6%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1,265 Shares 8,019 Est. Cost $122.89 Unrealized +12.1%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $1,247 Shares 1,736 Est. Cost $563.67 Unrealized +36.0%
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $1,245 Shares 8,480 Est. Cost $212.59 Unrealized -34.4%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $1,240 Shares 8,400 Est. Cost $105.06 Unrealized +31.8%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $1,237 Shares 12,258 Est. Cost $86.39 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $1,230 Shares 112,258 Est. Cost $7.45 Unrealized +37.2%
GLW CORNING INC COM 0.0%
Value ($000) $1,221 Shares 34,834 Est. Cost $25.57 Unrealized +19.7%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,219 Shares 5,535 Est. Cost $187.49 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $1,209 Shares 10,521 Est. Cost $66.63 Unrealized +59.1%
META META PLATFORMS INC 0.0%
Value ($000) $1,198 Shares 4,175 Est. Cost $200.28 Unrealized +22.4%
ADYYF ADYEN N V SHS 0.0%
Value ($000) $1,198 Shares 692 Est. Cost $1105.90 Unrealized +46.3%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1,177 Shares 2,094 Est. Cost $87.59 Unrealized +14.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $1,157 Shares 12,128 Est. Cost $78.85 Unrealized +12.3%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $1,156 Shares 23,532 Est. Cost $37.61 Unrealized +18.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,153 Shares 12,844 Est. Cost $75.92 Unrealized +12.2%
COOPER COS INC COM NEW 0.0%
Value ($000) $1,150 Shares 3,000 Est. Cost $363.33 Unrealized
TWCUX AMERICAN CENTY MUT FDS INC ULT 0.0%
Value ($000) $1,150 Shares 15,820 Est. Cost $48.67 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1,129 Shares 54,274 Est. Cost $26.97 Unrealized -29.2%
MMM 3M CO COM 0.0%
Value ($000) $1,121 Shares 11,195 Est. Cost $112.36 Unrealized -31.0%
CDW CDW CORP COM 0.0%
Value ($000) $1,118 Shares 6,091 Est. Cost $135.33 Unrealized +24.8%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $1,115 Shares 15,682 Est. Cost $82.91 Unrealized -10.5%
INGR INGREDION INC COM 0.0%
Value ($000) $1,114 Shares 10,510 Est. Cost $85.04 Unrealized +25.0%
MKSI MKS INSTRUMENT INC COM 0.0%
Value ($000) $1,103 Shares 10,207 Est. Cost $89.53 Unrealized 0.0%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $1,051 Shares 6,687 Est. Cost $38.92 Unrealized +25.8%
WTS WATTS WATER TECHNOLOGIES A 0.0%
Value ($000) $1,047 Shares 5,700 Est. Cost $92.88 Unrealized +80.1%
VLCAX VANGUARD INDEX FDS LCP INDX AD 0.0%
Value ($000) $1,041 Shares 10,169 Est. Cost $68.87 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,034 Shares 383 Est. Cost $2249.30 Unrealized +15.6%
IAU ISHARES COMEX GOLD TR ISHARES 0.0%
Value ($000) $1,028 Shares 28,251 Est. Cost $34.48 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $1,027 Shares 30,445 Est. Cost $28.56 Unrealized +9.9%
SPMD SPDR SER TR PORTFOLIO S&P400 0.0%
Value ($000) $1,011 Shares 22,028 Est. Cost $31.89 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $1,002 Shares 29,715 Est. Cost $28.89 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $997 Shares 7,907 Est. Cost $98.86 Unrealized +19.1%
STAA STAAR SURGICAL CO COM PAR $0.0 0.0%
Value ($000) $994 Shares 18,900 Est. Cost $107.29 Unrealized -43.2%
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value ($000) $964 Shares 1,330 Est. Cost $497.07 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT - 0.0%
Value ($000) $958 Shares 29,367 Est. Cost $27.10 Unrealized +8.3%
VOT VANGUARD INDEX FDS MCAP GR IDX 0.0%
Value ($000) $951 Shares 4,621 Est. Cost $184.61 Unrealized
SCBGF SIG COMBIBLOC GROUP AG 0.0%
Value ($000) $932 Shares 33,800 Est. Cost $15.24 Unrealized +71.3%
LABORATORY CORP AMER HLDGS COM 0.0%
Value ($000) $919 Shares 3,808 Est. Cost $181.23 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $874 Shares 4,138 Est. Cost $161.96 Unrealized +24.5%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $868 Shares 1,950 Est. Cost $211.64 Unrealized +70.6%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $861 Shares 3,294 Est. Cost $187.58 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-U.S 0.0%
Value ($000) $859 Shares 15,785 Est. Cost $49.91 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS 0.0%
Value ($000) $843 Shares 4,965 Est. Cost $129.47 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $842 Shares 1,218 Est. Cost $609.63 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $837 Shares 3,376 Est. Cost $183.39 Unrealized +17.8%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $833 Shares 10,248 Est. Cost $71.08 Unrealized +11.8%
GBTC GRAYSCALE BITCOIN TRUST BTC 0.0%
Value ($000) $821 Shares 42,770 Est. Cost $20.75 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $820 Shares 17,937 Est. Cost $39.86 Unrealized +17.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $819 Shares 3,347 Est. Cost $189.44 Unrealized
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $814 Shares 24,941 Est. Cost $19.50 Unrealized +37.3%
UPS UNITED PARCEL SVC INC CL B 0.0%
Value ($000) $802 Shares 4,475 Est. Cost $133.41 Unrealized +15.9%
NYVTX DAVIS NY VENTURE FD INC CL A 0.0%
Value ($000) $800 Shares 31,757 Est. Cost $23.47 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $788 Shares 13,746 Est. Cost $54.07 Unrealized +4.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $781 Shares 1,774 Est. Cost $24.33 Unrealized +51.4%
ULTA ULTA SALON COSMETCS & FRAG INC 0.0%
Value ($000) $781 Shares 1,659 Est. Cost $303.42 Unrealized +61.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $768 Shares 16,679 Est. Cost $52.22 Unrealized -18.2%
KR KROGER CO COM 0.0%
Value ($000) $765 Shares 16,271 Est. Cost $49.21 Unrealized -8.6%
IJR ISHARES TR S&P SMALL CAP 600 0.0%
Value ($000) $762 Shares 7,649 Est. Cost $82.16 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $760 Shares 8,533 Est. Cost $61.10 Unrealized +32.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $750 Shares 4,325 Est. Cost $173.87 Unrealized
CAMBRIDGE BANCORP COM 0.0%
Value ($000) $743 Shares 13,682 Est. Cost $69.47 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $742 Shares 28,319 Est. Cost $21.27 Unrealized +8.6%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $741 Shares 9,734 Est. Cost $27.39 Unrealized +149.8%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $721 Shares 5,848 Est. Cost $103.46 Unrealized +6.4%
HESS CORP COM 0.0%
Value ($000) $721 Shares 5,303 Est. Cost $73.99 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $718 Shares 5,901 Est. Cost $68.14 Unrealized +56.5%
GXO GXO LOGISTICS INCORPORATED COM 0.0%
Value ($000) $715 Shares 11,382 Est. Cost $76.71 Unrealized -26.9%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $713 Shares 5,398 Est. Cost $138.05 Unrealized -10.1%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $712 Shares 1,562 Est. Cost $393.12 Unrealized +10.4%
DOW DOW INC COM 0.0%
Value ($000) $706 Shares 13,252 Est. Cost $45.28 Unrealized -0.1%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $705 Shares 6,000 Est. Cost $84.84 Unrealized +37.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $700 Shares 3,724 Est. Cost $156.07 Unrealized +9.2%
PEYAX PUTNAM EQUITY INCOME FD NEW CL 0.0%
Value ($000) $693 Shares 23,079 Est. Cost $25.00 Unrealized
VIMAX VANGUARD MID CAP INDEX FUND AD 0.0%
Value ($000) $662 Shares 2,428 Est. Cost $228.82 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $652 Shares 2,983 Est. Cost $190.81 Unrealized +13.9%
SII SPROTT INC COM NEW 0.0%
Value ($000) $640 Shares 19,748 Est. Cost $38.28 Unrealized -14.8%
MCK MCKESSON CORP COM 0.0%
Value ($000) $630 Shares 1,475 Est. Cost $168.92 Unrealized +124.7%
ANSYS INC COM 0.0%
Value ($000) $629 Shares 1,903 Est. Cost $238.81 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $624 Shares 4,340 Est. Cost $114.06 Unrealized
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $610 Shares 2,969 Est. Cost $165.66 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $595 Shares 23,436 Est. Cost $26.75 Unrealized
NOSIX NORTHERN FDS STK INDEX FD 0.0%
Value ($000) $595 Shares 12,574 Est. Cost $35.32 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $595 Shares 3,089 Est. Cost $162.37 Unrealized +16.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $590 Shares 16,732 Est. Cost $28.34 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $587 Shares 4,130 Est. Cost $139.85 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $581 Shares 8,901 Est. Cost $71.26 Unrealized -16.7%
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $578 Shares 7,124 Est. Cost $77.44 Unrealized
SWPPX SCHWAB CAP TR S&P 500IDX SEL 0.0%
Value ($000) $577 Shares 8,397 Est. Cost $63.75 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $573 Shares 8,014 Est. Cost $27.08 Unrealized +0.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $570 Shares 5,178 Est. Cost $91.52 Unrealized +10.9%
SONY SONY GROUP CORP SP ADR 0.0%
Value ($000) $565 Shares 6,273 Est. Cost $81.69 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $559 Shares 22,102 Est. Cost $19.82 Unrealized +15.0%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $559 Shares 3,632 Est. Cost $151.86 Unrealized -10.4%
FREYEUR FREYR BATTERY SA 0.0%
Value ($000) $558 Shares 59,650 Est. Cost $11.67 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $558 Shares 15,010 Est. Cost $27.68 Unrealized +15.9%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $557 Shares 2,910 Est. Cost $120.52 Unrealized +43.3%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $556 Shares 9,337 Est. Cost $30.17 Unrealized +21.4%
GL GLOBE LIFE INC 0.0%
Value ($000) $555 Shares 5,067 Est. Cost $95.18 Unrealized +10.5%
CME CME GROUP INC COM 0.0%
Value ($000) $555 Shares 2,997 Est. Cost $162.71 Unrealized +2.3%
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value ($000) $552 Shares 2,506 Est. Cost $183.06 Unrealized
CHTR CHARTER COMMUNICATIONS INC DEL 0.0%
Value ($000) $549 Shares 1,495 Est. Cost $488.27 Unrealized -30.1%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $549 Shares 9,091 Est. Cost $52.37 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $546 Shares 3,181 Est. Cost $137.89 Unrealized +18.1%
SCHF SCHWAB STRATEGIC TR INTL EQTY 0.0%
Value ($000) $546 Shares 15,305 Est. Cost $26.40 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $535 Shares 7,742 Est. Cost $65.72 Unrealized -2.2%
WBD WARNER BROS DISCOVERY INC COM 0.0%
Value ($000) $528 Shares 42,118 Est. Cost $18.55 Unrealized -30.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $527 Shares 8,927 Est. Cost $18.29 Unrealized +40.4%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $524 Shares 9,247 Est. Cost $44.02 Unrealized +14.6%
RJF RAYMOND JAMES FINANCIAL INC CO 0.0%
Value ($000) $519 Shares 5,000 Est. Cost $66.60 Unrealized +34.0%
PRGFX PRICE T ROWE GROWTH STK FD INC 0.0%
Value ($000) $512 Shares 6,284 Est. Cost $69.70 Unrealized
TRBCX T ROWE PR BLUE CHIP GROW 0.0%
Value ($000) $508 Shares 3,634 Est. Cost $129.62 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $500 Shares 2,326 Est. Cost $213.64 Unrealized -4.2%
AMX AMERICA MOVIL SA DE CV ADR SER 0.0%
Value ($000) $500 Shares 23,103 Est. Cost $21.05 Unrealized
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $500 Shares 2,570 Est. Cost $184.40 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $496 Shares 9,067 Est. Cost $117.14 Unrealized -56.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $495 Shares 8,766 Est. Cost $42.11 Unrealized +43.2%
VWNAX VANGUARD WINDSOR II FD ADMIRAL 0.0%
Value ($000) $495 Shares 6,807 Est. Cost $64.24 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $492 Shares 3,510 Est. Cost $88.31 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $484 Shares 2,147 Est. Cost $180.88 Unrealized +3.9%
AME AMETEK INC NEW COM 0.0%
Value ($000) $483 Shares 2,984 Est. Cost $88.75 Unrealized +61.7%
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $481 Shares 18,025 Est. Cost $21.04 Unrealized +6.0%
MET METLIFE INC COM 0.0%
Value ($000) $480 Shares 8,490 Est. Cost $59.23 Unrealized -13.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $476 Shares 10,458 Est. Cost $73.32 Unrealized -44.4%
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.0%
Value ($000) $474 Shares 5,952 Est. Cost $110.50 Unrealized -27.5%
VBIAX VANGUARD BALANCED INDEX-ADM 0.0%
Value ($000) $474 Shares 10,963 Est. Cost $46.34 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $471 Shares 3,234 Est. Cost $115.74 Unrealized +14.6%
MATX MATSON INC COM 0.0%
Value ($000) $470 Shares 6,052 Est. Cost $81.70 Unrealized -18.9%
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value ($000) $469 Shares 4,917 Est. Cost $75.26 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $468 Shares 21,500 Est. Cost $22.19 Unrealized +0.4%
CBOE CBOE GLOBAL MARKETS INC COM 0.0%
Value ($000) $466 Shares 3,374 Est. Cost $107.56 Unrealized +23.5%
ABCAM PLC ADS 0.0%
Value ($000) $465 Shares 19,000 Est. Cost $15.34 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $464 Shares 1,216 Est. Cost $301.21 Unrealized +12.6%
VIPER ENERGY PARTNERS LP 0.0%
Value ($000) $463 Shares 17,250 Est. Cost $22.24 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $463 Shares 8,874 Est. Cost $45.98 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $462 Shares 10,005 Est. Cost $45.17 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $462 Shares 6,455 Est. Cost $64.45 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $461 Shares 10,364 Est. Cost $39.35 Unrealized +1.4%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $457 Shares 511 Est. Cost $317.11 Unrealized +113.2%
AIG AMERICAN INTL GROUP INC COM NE 0.0%
Value ($000) $452 Shares 7,862 Est. Cost $53.48 Unrealized -5.4%
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $452 Shares 6,418 Est. Cost $85.05 Unrealized
HLIEX JPMORGAN TR II EQTY INCOME SL 0.0%
Value ($000) $446 Shares 20,013 Est. Cost $19.05 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $445 Shares 5,775 Est. Cost $57.38 Unrealized +26.5%
WY WEYERHAEUSER CO 0.0%
Value ($000) $445 Shares 13,266 Est. Cost $33.81 Unrealized -17.7%
VCR VANGUARD WORLD CONSUMER DISC E 0.0%
Value ($000) $444 Shares 1,567 Est. Cost $214.41 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $441 Shares 2,607 Est. Cost $126.86 Unrealized +19.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $439 Shares 4,616 Est. Cost $65.52 Unrealized +29.5%
PPL PPL CORP COM 0.0%
Value ($000) $435 Shares 16,431 Est. Cost $23.47 Unrealized +7.1%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $412 Shares 13,100 Est. Cost $23.48 Unrealized +17.6%
TREEHOUSE FOODS INC COM 0.0%
Value ($000) $403 Shares 8,000 Est. Cost $41.82 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP CO 0.0%
Value ($000) $401 Shares 6,404 Est. Cost $48.93 Unrealized +16.7%
XLC SELECT SECTOR SPDR TR COMMUNIC 0.0%
Value ($000) $398 Shares 6,121 Est. Cost $58.56 Unrealized
MOS MOSAIC CO 0.0%
Value ($000) $398 Shares 11,362 Est. Cost $32.83 Unrealized +9.2%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $394 Shares 21,181 Est. Cost $15.55 Unrealized +5.7%
BIIB BIOGEN INC COM 0.0%
Value ($000) $393 Shares 1,381 Est. Cost $226.96 Unrealized +31.2%
BWA BORGWARNER INC COM 0.0%
Value ($000) $389 Shares 7,959 Est. Cost $31.25 Unrealized +26.9%
NLY ANNALY CAP MGMT INC COM 0.0%
Value ($000) $389 Shares 19,450 Est. Cost $17.23 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $389 Shares 1,653 Est. Cost $140.98 Unrealized +46.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $386 Shares 2,222 Est. Cost $161.81 Unrealized +3.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $382 Shares 3,500 Est. Cost $92.14 Unrealized +15.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $377 Shares 2,329 Est. Cost $160.24 Unrealized
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $376 Shares 2,410 Est. Cost $118.99 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $370 Shares 3,045 Est. Cost $163.51 Unrealized -18.4%
SCHX SCHWAB STRATEGIC TR US LRG CAP 0.0%
Value ($000) $370 Shares 7,063 Est. Cost $48.85 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $369 Shares 5,895 Est. Cost $57.88 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 0.0%
Value ($000) $366 Shares 2,758 Est. Cost $118.21 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $366 Shares 1,040 Est. Cost $272.39 Unrealized +23.7%
UGI UGI CORP NEW COM 0.0%
Value ($000) $365 Shares 13,518 Est. Cost $49.97 Unrealized -39.2%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $363 Shares 1,850 Est. Cost $198.02 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $362 Shares 5,057 Est. Cost $47.62 Unrealized +33.8%
DELL DELL INC COM 0.0%
Value ($000) $362 Shares 6,684 Est. Cost $43.54 Unrealized +0.8%
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $361 Shares 1,277 Est. Cost $249.44 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $360 Shares 51,397 Est. Cost $3.74 Unrealized +65.5%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $358 Shares 9,367 Est. Cost $43.01 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC 0.0%
Value ($000) $358 Shares 6,334 Est. Cost $36.21 Unrealized +31.4%
SEEGX JPMORGAN TR II LARGE CAP GR S 0.0%
Value ($000) $356 Shares 6,462 Est. Cost $41.94 Unrealized
BHP BHP BILLITON LTD SPONSORED ADR 0.0%
Value ($000) $356 Shares 5,960 Est. Cost $64.19 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $345 Shares 6,000 Est. Cost $47.86 Unrealized +18.8%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $343 Shares 1,538 Est. Cost $150.30 Unrealized +30.4%
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $342 Shares 11,050 Est. Cost $33.82 Unrealized -16.9%
L LOEWS CORP COM 0.0%
Value ($000) $342 Shares 5,753 Est. Cost $55.47 Unrealized +3.5%
JJSF J & J SNACK FOODS CORP COM 0.0%
Value ($000) $337 Shares 2,129 Est. Cost $126.57 Unrealized +15.4%
FIVE FIVE BELOW, INC 0.0%
Value ($000) $336 Shares 1,711 Est. Cost $131.31 Unrealized +48.9%
ABBNY ABB LTD 0.0%
Value ($000) $327 Shares 8,333 Est. Cost $25.98 Unrealized
GLNCY GLENCORE PLC UNSPONSORD ADR 0.0%
Value ($000) $325 Shares 28,750 Est. Cost $11.59 Unrealized
ETHE GRAYSCALE ETHEREUM TR ETH SHS 0.0%
Value ($000) $323 Shares 32,519 Est. Cost $7.77 Unrealized
BALL BALL CORP 0.0%
Value ($000) $322 Shares 5,528 Est. Cost $69.12 Unrealized -24.5%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $321 Shares 4,225 Est. Cost $54.84 Unrealized +29.9%
VTCLX VANGUARD TAX MANAGED INTL FD C 0.0%
Value ($000) $320 Shares 1,395 Est. Cost $153.17 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $319 Shares 2,905 Est. Cost $87.32 Unrealized +12.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $316 Shares 8,915 Est. Cost $33.56 Unrealized +0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $311 Shares 5,004 Est. Cost $54.37 Unrealized +11.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $309 Shares 4,400 Est. Cost $46.95 Unrealized +39.1%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $307 Shares 1,640 Est. Cost $314.22 Unrealized -35.6%
KRE SPDR SERIES TRUST S&P REGL BKG 0.0%
Value ($000) $302 Shares 7,397 Est. Cost $65.13 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $302 Shares 18,487 Est. Cost $17.27 Unrealized -11.9%
AMCFX AMCAP FD INC SHS CL F-2 0.0%
Value ($000) $299 Shares 8,227 Est. Cost $31.85 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $292 Shares 4,331 Est. Cost $62.56 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $287 Shares 3,250 Est. Cost $73.61 Unrealized +14.2%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $285 Shares 2,133 Est. Cost $108.15 Unrealized -1.8%
VBR VANGUARD INDEX FDS SM CP VAL E 0.0%
Value ($000) $283 Shares 1,710 Est. Cost $159.37 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $276 Shares 689 Est. Cost $377.77 Unrealized +3.9%
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $276 Shares 3,400 Est. Cost $83.82 Unrealized -5.7%
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.0%
Value ($000) $273 Shares 3,766 Est. Cost $73.16 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $268 Shares 1,192 Est. Cost $200.78 Unrealized 0.0%
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $266 Shares 4,003 Est. Cost $47.67 Unrealized +26.1%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $266 Shares 4,506 Est. Cost $80.77 Unrealized -28.1%
SRE SEMPRA ENERGY 0.0%
Value ($000) $265 Shares 1,823 Est. Cost $71.33 Unrealized -3.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $262 Shares 2,273 Est. Cost $116.99 Unrealized -19.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $259 Shares 3,651 Est. Cost $76.30 Unrealized -13.4%
IVE ISHARES TR S&P 500 VALUE 0.0%
Value ($000) $259 Shares 1,604 Est. Cost $136.90 Unrealized
FT 10003 EQUITY INC SELEC-UI 0.0%
Value ($000) $254 Shares 28,037 Est. Cost $7.99 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $251 Shares 3,087 Est. Cost $71.19 Unrealized 0.0%
IP INTL PAPER CO COM 0.0%
Value ($000) $249 Shares 7,839 Est. Cost $39.31 Unrealized -26.0%
PRDGX ROWE T PRICE DIVID GROWTH FD C 0.0%
Value ($000) $247 Shares 3,635 Est. Cost $43.60 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $247 Shares 600 Est. Cost $424.73 Unrealized -2.9%
DFISX DFA INTERNATIONAL SMALL CAP EQ 0.0%
Value ($000) $246 Shares 13,384 Est. Cost $13.85 Unrealized
BROOKFIELD INFRASTRUCTURE CORP 0.0%
Value ($000) $246 Shares 5,397 Est. Cost $64.36 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $244 Shares 9,129 Est. Cost $30.62 Unrealized -18.7%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 0.0%
Value ($000) $243 Shares 2,748 Est. Cost $88.55 Unrealized
VGHAX VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $243 Shares 2,696 Est. Cost $84.88 Unrealized
BCUCY BRUNELLO CUCINELLI S P A UNSPO 0.0%
Value ($000) $242 Shares 5,500 Est. Cost $50.28 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $242 Shares 454 Est. Cost $468.65 Unrealized 0.0%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $241 Shares 2,762 Est. Cost $33.57 Unrealized +9.4%
TR TOOTSIE ROLL INDS INC COM 0.0%
Value ($000) $240 Shares 6,784 Est. Cost $31.41 Unrealized +19.7%
TOYOF TOYOTA MOTOR CORP COM 0.0%
Value ($000) $240 Shares 15,000 Est. Cost $16.52 Unrealized -12.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $239 Shares 96 Est. Cost $2424.69 Unrealized +5.2%
GABAX GABELLI ASSET FD SH BEN INT 0.0%
Value ($000) $237 Shares 4,659 Est. Cost $48.72 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $236 Shares 25,280 Est. Cost $13.87 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $236 Shares 23,656 Est. Cost $10.10 Unrealized -16.2%
HOLLY ENERGY PARTNERS LP 0.0%
Value ($000) $234 Shares 12,660 Est. Cost $20.68 Unrealized
NZTCF SPARK NEW ZEALAND LTD SHS 0.0%
Value ($000) $234 Shares 75,000 Est. Cost $1.54 Unrealized +62.4%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $233 Shares 525 Est. Cost $415.79 Unrealized +6.5%
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $232 Shares 910 Est. Cost $220.68 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $231 Shares 905 Est. Cost $104.05 Unrealized 0.0%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $228 Shares 2,441 Est. Cost $89.14 Unrealized
RSG REPUBLIC SERVICES INC CL A 0.0%
Value ($000) $225 Shares 1,470 Est. Cost $138.49 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $225 Shares 1,413 Est. Cost $131.21 Unrealized +12.5%
UNITED STATES STEEL CORP NEW C 0.0%
Value ($000) $224 Shares 8,950 Est. Cost $22.58 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $222 Shares 2,657 Est. Cost $71.13 Unrealized +2.9%
LSWWX LOOMIS SAYLES FDS II GLOBAL AL 0.0%
Value ($000) $222 Shares 9,896 Est. Cost $21.33 Unrealized
ABCYX AMERICAN BEACON FDS CL Y 0.0%
Value ($000) $221 Shares 10,485 Est. Cost $19.30 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $220 Shares 2,235 Est. Cost $122.01 Unrealized -17.9%
MTB M & T BANK CORP 0.0%
Value ($000) $217 Shares 1,757 Est. Cost $149.08 Unrealized -25.8%
WLKP WESTLAKE CHEM PARTNERS LP COM 0.0%
Value ($000) $217 Shares 10,000 Est. Cost $20.65 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $216 Shares 4,388 Est. Cost $48.79 Unrealized
FLOT ISHARES TR FLTG RATE BD ETF 0.0%
Value ($000) $216 Shares 4,252 Est. Cost $50.79 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $215 Shares 860 Est. Cost $184.37 Unrealized +15.2%
FT UT10035DIGR22RM 0.0%
Value ($000) $215 Shares 22,815 Est. Cost $8.43 Unrealized
ALLIANZ FDS RCM MIDCAP INS 0.0%
Value ($000) $215 Shares 46,962 Est. Cost $4.81 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $214 Shares 7,351 Est. Cost $28.01 Unrealized -1.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $212 Shares 7,437 Est. Cost $42.47 Unrealized
NMFC NEW MOUNTAIN FIN CORP COM 0.0%
Value ($000) $211 Shares 17,000 Est. Cost $6.74 Unrealized +29.3%
RECKITT BENCKISER GROUP PLC (B 0.0%
Value ($000) $210 Shares 2,800 Est. Cost $76.14 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $210 Shares 1,435 Est. Cost $89.36 Unrealized +36.7%
LSGRX LOOMIS SAYLES FDS II GROWTH FD 0.0%
Value ($000) $210 Shares 9,344 Est. Cost $22.44 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $203 Shares 1,738 Est. Cost $116.85 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $202 Shares 2,400 Est. Cost $75.11 Unrealized +6.4%
DODGX DODGE & COX STK FD COM 0.0%
Value ($000) $200 Shares 880 Est. Cost $216.51 Unrealized
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $171 Shares 12,296 Est. Cost $17.11 Unrealized -37.6%
MATV SCHWEITZER-MAUDUIT INTL INC CO 0.0%
Value ($000) $167 Shares 11,027 Est. Cost $22.23 Unrealized -28.3%
EBMT EAGLE BANCORP MONT INC COM 0.0%
Value ($000) $161 Shares 12,200 Est. Cost $14.65 Unrealized -19.4%
DHT DHT HOLDINGS INC 0.0%
Value ($000) $160 Shares 18,720 Est. Cost $4.78 Unrealized +48.4%
FMAGX FIDELITY MAGELLAN FD COM 0.0%
Value ($000) $147 Shares 12,957 Est. Cost $11.96 Unrealized
PSTKX PIMCO FDS PAC INVT MGMT SER ST 0.0%
Value ($000) $145 Shares 13,346 Est. Cost $12.17 Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC 0.0%
Value ($000) $143 Shares 101,300 Est. Cost $2.34 Unrealized -41.0%
ADTHEORENT HOLDING COMPANY COM 0.0%
Value ($000) $138 Shares 98,426 Est. Cost $1.40 Unrealized
FHN FIRST HORIZON NATL CORP COM 0.0%
Value ($000) $136 Shares 12,058 Est. Cost $19.72 Unrealized -38.6%
VIRNETX HLDG CORP COM 0.0%
Value ($000) $133 Shares 286,861 Est. Cost $4.28 Unrealized
FT10076 DW GL TT PT S37-CUSD 0.0%
Value ($000) $123 Shares 11,005 Est. Cost $8.54 Unrealized
CLVT CLARIVATE PLC ORD SHS 0.0%
Value ($000) $122 Shares 12,800 Est. Cost $27.32 Unrealized -69.0%
DCMDF DATA COMMUNICATIONS MGMT CORP 0.0%
Value ($000) $112 Shares 50,000 Est. Cost $1.94 Unrealized 0.0%
PENNX ROYCE FD PENN MUT INV 0.0%
Value ($000) $111 Shares 12,671 Est. Cost $9.13 Unrealized
UIT FT INNOVATIVE TECHNOLOGY P 0.0%
Value ($000) $107 Shares 11,551 Est. Cost $7.46 Unrealized
LIONS GATE ENTMNT CORP CL B NO 0.0%
Value ($000) $100 Shares 11,953 Est. Cost $12.78 Unrealized
UIT GUGG BLUE CHIP DVD. PORT. 0.0%
Value ($000) $94 Shares 10,151 Est. Cost $8.28 Unrealized
STOSF SANTOS LIMITED ORD 0.0%
Value ($000) $84 Shares 16,732 Est. Cost $4.48 Unrealized -2.9%
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $76 Shares 19,050 Est. Cost $7.28 Unrealized -26.2%
ERIXF ERICSSON CL B 0.0%
Value ($000) $75 Shares 13,798 Est. Cost $7.19 Unrealized -31.2%
RYTRX ROYCE FD TOTAL RETURN 0.0%
Value ($000) $73 Shares 10,215 Est. Cost $6.56 Unrealized
HENDERSON GLOBAL FDS GLOBAL EQ 0.0%
Value ($000) $68 Shares 11,291 Est. Cost $6.80 Unrealized
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $57 Shares 15,200 Est. Cost $22.39 Unrealized -83.6%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $55 Shares 17,302 Est. Cost $2.58 Unrealized
TELFY TELEFONICA SA ADR 0.0%
Value ($000) $46 Shares 11,377 Est. Cost $5.15 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $46 Shares 38,450 Est. Cost $10.65 Unrealized
HRBR HARBOR DIVERSIFIED INC COM 0.0%
Value ($000) $44 Shares 20,000 Est. Cost $2.13 Unrealized +4.3%
AQUA METALS INC 0.0%
Value ($000) $34 Shares 29,000 Est. Cost $1.45 Unrealized
NWBO NORTHWEST BIOTHERAPEUTICS INC 0.0%
Value ($000) $25 Shares 44,000 Est. Cost $0.30 Unrealized +97.9%
AMYRIS INC COM NEW 0.0%
Value ($000) $25 Shares 24,250 Est. Cost $2.95 Unrealized
EUROPEAN METALS HLDGS LTD SHS 0.0%
Value ($000) $20 Shares 36,000 Est. Cost $1.08 Unrealized
ATAI LIFE SCIENCES NV SHS 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $7.65 Unrealized
CHARGE ENTERPRISES INC COM 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $3.84 Unrealized
TALON METALS CORP SHS CAD 0.0%
Value ($000) $13 Shares 50,000 Est. Cost $0.46 Unrealized
CITIUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $2.00 Unrealized
APPLIED MINERALS INC COM 0.0%
Value ($000) $6 Shares 4,008,601 Est. Cost $0.02 Unrealized
RVLPQ RVL PHARMACEUTICALS PLC 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $1.43 Unrealized -38.3%
XERI XERIANT INC COM 0.0%
Value ($000) $4 Shares 150,288 Est. Cost $0.04 Unrealized -40.7%
IMDX ONCOCYTE CORPORATION COM 0.0%
Value ($000) $3 Shares 15,000 Est. Cost $5.04 Unrealized 0.0%
DRONE DELIVERY CDA CORP COM & 0.0%
Value ($000) $3 Shares 11,120 Est. Cost $0.27 Unrealized
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $3 Shares 10,253 Est. Cost $0.29 Unrealized
MINAURUM GOLD INC COM 0.0%
Value ($000) $2 Shares 18,000 Est. Cost $0.17 Unrealized
SLVTF SILVER TIGER METALS INC 0.0%
Value ($000) $2 Shares 11,000 Est. Cost $0.34 Unrealized -41.5%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.19 Unrealized -86.5%
REGENERX BIOPHARMACEUTICALS CO 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.17 Unrealized
SNRY SOLAR ENERGY INITIATIVES INC C 0.0%
Value ($000) $0 Shares 200,000 Est. Cost $0.00 Unrealized -44.0%
(PLACEHOLDER) EPZM INCOMING AS 0.0%
Value ($000) $0 Shares 15,555 Est. Cost $0.00 Unrealized
NII HLDGS INC COM PAR $0.001 0.0%
Value ($000) $0 Shares 49,996 Est. Cost $1.96 Unrealized
4LICENSING CORP 0.0%
Value ($000) $0 Shares 18,000 Est. Cost Unrealized
ISLET SCIENCES INC COM 0.0%
Value ($000) $0 Shares 91,666 Est. Cost Unrealized
GENE EXPRESS, INC. COM STOCK 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
GTSWF GETSWIFT TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 20,714 Est. Cost $1.45 Unrealized -100.0%