PAX Financial Group, LLC Diversified Active

CIK: 0001803673 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $484,478 (100.0% shares, 0.0% debt)

Holdings (212)

IVV ISHARES TR 13.5%
Value ($000) $65,475 Shares 130,755 Est. Cost $378.93 Unrealized
IUSB ISHARES TR 5.8%
Value ($000) $28,072 Shares 617,775 Est. Cost $50.14 Unrealized
WWJD NORTHERN LTS FD TR IV 3.2%
Value ($000) $15,704 Shares 548,508 Est. Cost $28.01 Unrealized
IBD NORTHERN LTS FD TR IV 2.7%
Value ($000) $13,140 Shares 559,625 Est. Cost $24.29 Unrealized
BLES NORTHERN LTS FD TR IV 2.2%
Value ($000) $10,783 Shares 306,302 Est. Cost $33.56 Unrealized
EFV ISHARES TR 2.2%
Value ($000) $10,731 Shares 210,784 Est. Cost $50.60 Unrealized
SPAB SPDR SER TR 2.2%
Value ($000) $10,577 Shares 419,075 Est. Cost $29.37 Unrealized
ISMD NORTHERN LTS FD TR IV 2.0%
Value ($000) $9,716 Shares 288,747 Est. Cost $32.15 Unrealized
BIBL NORTHERN LTS FD TR IV 1.7%
Value ($000) $8,456 Shares 232,506 Est. Cost $33.28 Unrealized
SPTM SPDR SER TR 1.7%
Value ($000) $8,401 Shares 137,760 Est. Cost $42.66 Unrealized
MBB ISHARES TR 1.6%
Value ($000) $7,778 Shares 84,322 Est. Cost $97.51 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value ($000) $7,354 Shares 16,055 Est. Cost $348.68 Unrealized
QUAL ISHARES TR 1.5%
Value ($000) $7,337 Shares 46,833 Est. Cost $124.07 Unrealized
BOND PIMCO ETF TR 1.4%
Value ($000) $6,815 Shares 74,599 Est. Cost $90.87 Unrealized
IVE ISHARES TR 1.4%
Value ($000) $6,813 Shares 38,792 Est. Cost $175.63 Unrealized
EFG ISHARES TR 1.4%
Value ($000) $6,743 Shares 68,544 Est. Cost $82.85 Unrealized
FDLS NORTHERN LTS FD TR IV 1.4%
Value ($000) $6,701 Shares 230,331 Est. Cost $23.33 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.4%
Value ($000) $6,688 Shares 140,891 Est. Cost $42.54 Unrealized
VO VANGUARD INDEX FDS 1.3%
Value ($000) $6,220 Shares 26,609 Est. Cost $195.99 Unrealized
SPYV SPDR SER TR 1.2%
Value ($000) $5,838 Shares 123,971 Est. Cost $35.64 Unrealized
DYNF BLACKROCK ETF TRUST 1.1%
Value ($000) $5,406 Shares 128,218 Est. Cost $42.16 Unrealized
BSV VANGUARD BD INDEX FDS 1.1%
Value ($000) $5,345 Shares 69,693 Est. Cost $75.47 Unrealized
SPYG SPDR SER TR 1.1%
Value ($000) $5,303 Shares 75,315 Est. Cost $47.06 Unrealized
SPDW SPDR INDEX SHS FDS 1.1%
Value ($000) $5,191 Shares 153,909 Est. Cost $30.91 Unrealized
IWF ISHARES TR 1.1%
Value ($000) $5,154 Shares 15,801 Est. Cost $218.11 Unrealized
TFLO ISHARES TR 1.1%
Value ($000) $5,115 Shares 101,162 Est. Cost $50.74 Unrealized
ACWI ISHARES TR 1.0%
Value ($000) $4,841 Shares 46,346 Est. Cost $84.49 Unrealized
TLT ISHARES TR 1.0%
Value ($000) $4,695 Shares 49,929 Est. Cost $88.69 Unrealized
IEMG ISHARES INC 1.0%
Value ($000) $4,630 Shares 93,293 Est. Cost $48.74 Unrealized
IYW ISHARES TR 1.0%
Value ($000) $4,625 Shares 34,915 Est. Cost $85.06 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $4,135 Shares 36,595 Est. Cost $100.03 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $4,122 Shares 19,431 Est. Cost $174.99 Unrealized
SCHR SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,770 Shares 76,718 Est. Cost $49.23 Unrealized
ARISTA NETWORKS INC 0.7%
Value ($000) $3,258 Shares 11,808 Est. Cost $143.59 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $3,180 Shares 63,116 Est. Cost $49.71 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $2,969 Shares 40,985 Est. Cost $75.45 Unrealized
SPEM SPDR INDEX SHS FDS 0.6%
Value ($000) $2,944 Shares 84,808 Est. Cost $37.50 Unrealized
JKHY HENRY JACK & ASSOC INC 0.6%
Value ($000) $2,894 Shares 16,629 Est. Cost $153.11 Unrealized -2.8%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $2,882 Shares 11,649 Est. Cost $211.89 Unrealized
SMMU PIMCO ETF TR 0.6%
Value ($000) $2,832 Shares 56,691 Est. Cost $49.95 Unrealized
LDUR PIMCO ETF TR 0.6%
Value ($000) $2,823 Shares 29,778 Est. Cost $94.77 Unrealized
MINT PIMCO ETF TR 0.6%
Value ($000) $2,823 Shares 28,192 Est. Cost $100.05 Unrealized
ESGU ISHARES TR 0.6%
Value ($000) $2,768 Shares 25,223 Est. Cost $74.35 Unrealized
CORP PIMCO ETF TR 0.5%
Value ($000) $2,649 Shares 27,682 Est. Cost $94.91 Unrealized
MUNI PIMCO ETF TR 0.5%
Value ($000) $2,607 Shares 49,758 Est. Cost $52.10 Unrealized
IAGG ISHARES TR 0.5%
Value ($000) $2,599 Shares 52,706 Est. Cost $55.20 Unrealized
IEUR ISHARES TR 0.5%
Value ($000) $2,565 Shares 47,116 Est. Cost $48.82 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $2,523 Shares 13,399 Est. Cost $112.73 Unrealized +62.2%
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,332 Shares 5,630 Est. Cost $211.96 Unrealized +65.3%
FTNT FORTINET INC 0.5%
Value ($000) $2,313 Shares 34,089 Est. Cost $57.28 Unrealized -3.5%
IPAC ISHARES TR 0.5%
Value ($000) $2,182 Shares 36,539 Est. Cost $57.95 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $2,045 Shares 19,556 Est. Cost $129.89 Unrealized -30.0%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $2,031 Shares 50,174 Est. Cost $40.94 Unrealized
BIV VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,847 Shares 24,542 Est. Cost $73.53 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $1,672 Shares 34,196 Est. Cost $37.93 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,606 Shares 4,359 Est. Cost $300.67 Unrealized +4.0%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $1,565 Shares 4,045 Est. Cost $292.44 Unrealized +1.9%
HD HOME DEPOT INC 0.3%
Value ($000) $1,542 Shares 4,239 Est. Cost $256.47 Unrealized +14.5%
WAL WESTERN ALLIANCE BANCORP 0.3%
Value ($000) $1,514 Shares 25,699 Est. Cost $68.10 Unrealized -29.4%
LQD ISHARES TR 0.3%
Value ($000) $1,498 Shares 13,829 Est. Cost $102.02 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $1,477 Shares 25,190 Est. Cost $54.85 Unrealized
HYS PIMCO ETF TR 0.3%
Value ($000) $1,401 Shares 15,038 Est. Cost $92.10 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value ($000) $1,395 Shares 10,379 Est. Cost $103.62 Unrealized +11.1%
PINNACLE FINL PARTNERS INC 0.3%
Value ($000) $1,371 Shares 16,954 Est. Cost $55.58 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,364 Shares 9,350 Est. Cost $112.01 Unrealized +19.0%
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $1,357 Shares 25,975 Est. Cost $52.23 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,326 Shares 8,700 Est. Cost $126.64 Unrealized
IFRA ISHARES TR 0.3%
Value ($000) $1,312 Shares 33,525 Est. Cost $34.12 Unrealized
USHY ISHARES TR 0.3%
Value ($000) $1,308 Shares 36,036 Est. Cost $36.31 Unrealized
DHI D R HORTON INC 0.3%
Value ($000) $1,308 Shares 9,047 Est. Cost $81.70 Unrealized +47.6%
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,301 Shares 28,622 Est. Cost $47.53 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,283 Shares 3,840 Est. Cost $219.17 Unrealized
LEN LENNAR CORP 0.3%
Value ($000) $1,279 Shares 8,343 Est. Cost $84.23 Unrealized +38.8%
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,254 Shares 25,959 Est. Cost $48.36 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,210 Shares 11,556 Est. Cost $88.54 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,142 Shares 6,723 Est. Cost $126.85 Unrealized +10.5%
BSMO INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,131 Shares 45,598 Est. Cost $24.80 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,118 Shares 45,665 Est. Cost $24.49 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $1,117 Shares 20,116 Est. Cost $55.52 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,114 Shares 47,080 Est. Cost $23.67 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,114 Shares 10,736 Est. Cost $100.40 Unrealized +2.6%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $1,108 Shares 3,757 Est. Cost $371.98 Unrealized -36.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,078 Shares 1,488 Est. Cost $321.85 Unrealized +78.2%
HEFA ISHARES TR 0.2%
Value ($000) $1,070 Shares 32,972 Est. Cost $30.42 Unrealized
GRMN GARMIN LTD 0.2%
Value ($000) $1,059 Shares 8,654 Est. Cost $111.65 Unrealized -0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,028 Shares 10,647 Est. Cost $75.40 Unrealized +22.3%
IEFA ISHARES TR 0.2%
Value ($000) $1,019 Shares 14,582 Est. Cost $60.57 Unrealized
IXC ISHARES TR 0.2%
Value ($000) $1,011 Shares 25,993 Est. Cost $38.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $994 Shares 2,501 Est. Cost $234.71 Unrealized +49.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $973 Shares 9,357 Est. Cost $88.12 Unrealized +10.7%
TIP ISHARES TR 0.2%
Value ($000) $964 Shares 9,050 Est. Cost $103.72 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $958 Shares 5,140 Est. Cost $150.22 Unrealized +2.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $951 Shares 2,075 Est. Cost $302.67 Unrealized +31.2%
NUS NU SKIN ENTERPRISES INC 0.2%
Value ($000) $947 Shares 53,148 Est. Cost $22.51 Unrealized -23.0%
EXP EAGLE MATLS INC 0.2%
Value ($000) $936 Shares 3,847 Est. Cost $174.12 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $934 Shares 8,677 Est. Cost $98.20 Unrealized -2.1%
CPRT COPART INC 0.2%
Value ($000) $917 Shares 17,997 Est. Cost $39.15 Unrealized +20.7%
EMB ISHARES TR 0.2%
Value ($000) $916 Shares 10,468 Est. Cost $84.67 Unrealized
V VISA INC 0.2%
Value ($000) $909 Shares 3,295 Est. Cost $216.66 Unrealized +12.0%
EG EVEREST GROUP LTD 0.2%
Value ($000) $904 Shares 2,550 Est. Cost $244.21 Unrealized +53.2%
NWS NEWS CORP NEW 0.2%
Value ($000) $903 Shares 33,447 Est. Cost $21.19 Unrealized +5.4%
SYK STRYKER CORPORATION 0.2%
Value ($000) $888 Shares 2,619 Est. Cost $197.56 Unrealized +39.1%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $866 Shares 1,244 Est. Cost $23.79 Unrealized +94.7%
MINO PIMCO ETF TR 0.2%
Value ($000) $857 Shares 18,878 Est. Cost $44.77 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $853 Shares 7,208 Est. Cost $78.21 Unrealized
INCY INCYTE CORP 0.2%
Value ($000) $846 Shares 14,742 Est. Cost $76.32 Unrealized -25.9%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $840 Shares 1,942 Est. Cost $320.93 Unrealized
INTU INTUIT 0.2%
Value ($000) $821 Shares 1,257 Est. Cost $350.62 Unrealized +55.3%
SHM SPDR SER TR 0.2%
Value ($000) $818 Shares 17,177 Est. Cost $47.23 Unrealized
AOS SMITH A O CORP 0.2%
Value ($000) $815 Shares 10,152 Est. Cost $61.32 Unrealized +15.8%
GOVI INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $803 Shares 28,633 Est. Cost $28.05 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $776 Shares 4,445 Est. Cost $87.52 Unrealized +72.9%
CMC COMMERCIAL METALS CO 0.2%
Value ($000) $773 Shares 14,376 Est. Cost $44.20 Unrealized 0.0%
JNK SPDR SER TR 0.2%
Value ($000) $767 Shares 8,114 Est. Cost $92.66 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $761 Shares 5,615 Est. Cost $70.57 Unrealized +45.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $758 Shares 5,114 Est. Cost $88.61 Unrealized +33.5%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $755 Shares 5,325 Est. Cost $67.23 Unrealized +77.5%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $752 Shares 3,243 Est. Cost $22.07 Unrealized +78.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $750 Shares 1,725 Est. Cost $125.78 Unrealized +55.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $748 Shares 1,501 Est. Cost $345.18 Unrealized
SFM SPROUTS FMRS MKT INC 0.2%
Value ($000) $734 Shares 14,465 Est. Cost $43.75 Unrealized 0.0%
NDAQ NASDAQ INC 0.2%
Value ($000) $733 Shares 12,916 Est. Cost $49.84 Unrealized +2.7%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $732 Shares 5,759 Est. Cost $89.56 Unrealized +28.1%
WLK WESTLAKE CORPORATION 0.1%
Value ($000) $719 Shares 5,032 Est. Cost $121.60 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $717 Shares 1,642 Est. Cost $288.45 Unrealized +34.6%
CALM CAL MAINE FOODS INC 0.1%
Value ($000) $713 Shares 12,847 Est. Cost $44.48 Unrealized -3.2%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $706 Shares 2,979 Est. Cost $92.79 Unrealized +150.4%
CTAS CINTAS CORP 0.1%
Value ($000) $706 Shares 1,144 Est. Cost $131.70 Unrealized 0.0%
SSP SCRIPPS E W CO OHIO 0.1%
Value ($000) $701 Shares 123,708 Est. Cost $7.09 Unrealized -28.7%
CENT CENTRAL GARDEN & PET CO 0.1%
Value ($000) $701 Shares 14,079 Est. Cost $34.86 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $700 Shares 5,609 Est. Cost $107.90 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $694 Shares 2,764 Est. Cost $139.08 Unrealized +59.6%
BLACKROCK INC 0.1%
Value ($000) $689 Shares 869 Est. Cost $569.88 Unrealized
POOL POOL CORP 0.1%
Value ($000) $688 Shares 1,775 Est. Cost $268.97 Unrealized +26.4%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $687 Shares 15,947 Est. Cost $38.09 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $685 Shares 19,627 Est. Cost $31.96 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $682 Shares 6,166 Est. Cost $120.57 Unrealized -28.5%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $678 Shares 3,808 Est. Cost $178.17 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $678 Shares 1,102 Est. Cost $436.83 Unrealized +32.0%
PEP PEPSICO INC 0.1%
Value ($000) $675 Shares 3,883 Est. Cost $153.75 Unrealized 0.0%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $674 Shares 4,323 Est. Cost $122.38 Unrealized +4.7%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $673 Shares 4,052 Est. Cost $135.26 Unrealized +10.2%
BWA BORGWARNER INC 0.1%
Value ($000) $672 Shares 21,336 Est. Cost $36.04 Unrealized -3.9%
USFD US FOODS HLDG CORP 0.1%
Value ($000) $669 Shares 14,237 Est. Cost $32.58 Unrealized +26.9%
SHEN SHENANDOAH TELECOMMUNICATION 0.1%
Value ($000) $667 Shares 33,702 Est. Cost $18.43 Unrealized +21.5%
CF CF INDS HLDGS INC 0.1%
Value ($000) $666 Shares 8,704 Est. Cost $75.56 Unrealized 0.0%
STE STERIS PLC 0.1%
Value ($000) $655 Shares 2,975 Est. Cost $155.73 Unrealized +33.3%
WMK WEIS MKTS INC 0.1%
Value ($000) $649 Shares 10,684 Est. Cost $60.84 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $646 Shares 2,324 Est. Cost $244.10 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $645 Shares 20,291 Est. Cost $28.47 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $644 Shares 4,751 Est. Cost $159.90 Unrealized -27.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $641 Shares 7,433 Est. Cost $87.77 Unrealized -18.6%
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $640 Shares 30,128 Est. Cost $25.24 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $637 Shares 1,168 Est. Cost $482.70 Unrealized +5.2%
FDP FRESH DEL MONTE PRODUCE INC 0.1%
Value ($000) $634 Shares 26,498 Est. Cost $22.81 Unrealized 0.0%
HLF HERBALIFE LTD 0.1%
Value ($000) $632 Shares 51,162 Est. Cost $13.81 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value ($000) $632 Shares 6,946 Est. Cost $88.04 Unrealized -14.1%
OKE ONEOK INC NEW 0.1%
Value ($000) $629 Shares 9,118 Est. Cost $38.21 Unrealized +58.0%
ORCL ORACLE CORP 0.1%
Value ($000) $624 Shares 5,350 Est. Cost $56.41 Unrealized +89.2%
PPC PILGRIMS PRIDE CORP 0.1%
Value ($000) $612 Shares 22,424 Est. Cost $25.57 Unrealized -0.5%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $603 Shares 3,856 Est. Cost $124.38 Unrealized +15.4%
BERRY GLOBAL GROUP INC 0.1%
Value ($000) $601 Shares 10,746 Est. Cost $55.91 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $588 Shares 7,826 Est. Cost $60.84 Unrealized +7.5%
CME CME GROUP INC 0.1%
Value ($000) $583 Shares 2,860 Est. Cost $161.98 Unrealized +20.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $576 Shares 7,807 Est. Cost $53.20 Unrealized +35.7%
META META PLATFORMS INC 0.1%
Value ($000) $576 Shares 1,225 Est. Cost $304.19 Unrealized +6.3%
ALB ALBEMARLE CORP 0.1%
Value ($000) $574 Shares 5,019 Est. Cost $132.16 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $568 Shares 2,999 Est. Cost $242.58 Unrealized -2.0%
WMT WALMART INC 0.1%
Value ($000) $562 Shares 3,319 Est. Cost $44.31 Unrealized +16.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $559 Shares 2,080 Est. Cost $146.93 Unrealized +59.4%
UNILEVER PLC 0.1%
Value ($000) $559 Shares 11,026 Est. Cost $58.10 Unrealized
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $558 Shares 13,579 Est. Cost $60.40 Unrealized -24.8%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $557 Shares 3,144 Est. Cost $160.59 Unrealized
TIPZ PIMCO ETF TR 0.1%
Value ($000) $528 Shares 9,979 Est. Cost $53.29 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $480 Shares 3,023 Est. Cost $144.08 Unrealized -2.4%
SPSM SPDR SER TR 0.1%
Value ($000) $446 Shares 10,931 Est. Cost $32.15 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $443 Shares 2,999 Est. Cost $147.73 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $432 Shares 1,797 Est. Cost $268.29 Unrealized -8.5%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $428 Shares 7,153 Est. Cost $76.58 Unrealized +2.7%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $414 Shares 5,352 Est. Cost $81.15 Unrealized -6.0%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $413 Shares 5,538 Est. Cost $72.87 Unrealized +9.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $407 Shares 3,571 Est. Cost $91.86 Unrealized +19.5%
IBB ISHARES TR 0.1%
Value ($000) $403 Shares 3,000 Est. Cost $122.67 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $392 Shares 3,094 Est. Cost $75.16 Unrealized +28.8%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $369 Shares 12,536 Est. Cost $40.19 Unrealized -24.9%
EOG EOG RES INC 0.1%
Value ($000) $362 Shares 3,200 Est. Cost $98.42 Unrealized +17.4%
MUB ISHARES TR 0.1%
Value ($000) $362 Shares 3,360 Est. Cost $111.22 Unrealized
IGF ISHARES TR 0.1%
Value ($000) $337 Shares 7,512 Est. Cost $45.79 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $326 Shares 443 Est. Cost $575.10 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $320 Shares 1,314 Est. Cost $202.39 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $314 Shares 8,236 Est. Cost $37.00 Unrealized +4.5%
CION CION INVT CORP 0.1%
Value ($000) $305 Shares 27,759 Est. Cost $6.23 Unrealized +22.7%
NOV NOV INC 0.1%
Value ($000) $294 Shares 17,020 Est. Cost $15.67 Unrealized +25.3%
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $293 Shares 5,863 Est. Cost $49.97 Unrealized
OMFS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $291 Shares 8,066 Est. Cost $36.02 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $288 Shares 2,546 Est. Cost $92.97 Unrealized +14.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $282 Shares 875 Est. Cost $207.48 Unrealized +21.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $278 Shares 953 Est. Cost $270.56 Unrealized -4.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $277 Shares 7,278 Est. Cost $36.55 Unrealized -1.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $255 Shares 500 Est. Cost $420.00 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $251 Shares 197 Est. Cost $92.23 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $249 Shares 1,726 Est. Cost $108.32 Unrealized 0.0%
GOVT ISHARES TR 0.1%
Value ($000) $243 Shares 10,708 Est. Cost $25.18 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $238 Shares 2,117 Est. Cost $96.07 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $235 Shares 3,439 Est. Cost $54.24 Unrealized +12.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $222 Shares 2,630 Est. Cost $84.25 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $219 Shares 5,413 Est. Cost $41.32 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $214 Shares 1,622 Est. Cost $105.61 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value ($000) $209 Shares 1,422 Est. Cost $129.05 Unrealized +4.4%
REG REGENCY CTRS CORP 0.0%
Value ($000) $202 Shares 3,246 Est. Cost $53.45 Unrealized +5.8%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $201 Shares 3,031 Est. Cost $62.79 Unrealized +7.0%
AXGN AXOGEN INC 0.0%
Value ($000) $186 Shares 18,884 Est. Cost $8.55 Unrealized -35.0%