United Community Bank Diversified Active

CIK: 0002000314 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $236,142 (100.0% shares, 0.0% debt)

Holdings (366)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW COM 11.8%
Value ($000) $27,762 Shares 77,838 Est. Cost $291.31 Unrealized +20.5%
IVV ISHARES TR CORE S&P500 ETF 5.8%
Value ($000) $13,699 Shares 28,681 Est. Cost $452.78 Unrealized
EFA ISHARES MSCI EAFE (MKT) 4.3%
Value ($000) $10,272 Shares 136,323 Est. Cost $68.92 Unrealized
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $7,192 Shares 19,126 Est. Cost $319.60 Unrealized +9.6%
VXF VANGUARD EXTENDED MARKET INDEX 2.0%
Value ($000) $4,613 Shares 28,055 Est. Cost $143.33 Unrealized
AAPL APPLE INC COM 1.8%
Value ($000) $4,321 Shares 22,443 Est. Cost $166.94 Unrealized +9.5%
IJH ISHARES CORE S&P MID-CAP (MKT) 1.7%
Value ($000) $4,000 Shares 14,433 Est. Cost $249.35 Unrealized
LQD ISHARES IBOXX $ INVST GRADE CRP 1.5%
Value ($000) $3,532 Shares 31,919 Est. Cost $102.02 Unrealized
ETN EATON CORP PLC 1.3%
Value ($000) $3,011 Shares 12,503 Est. Cost $158.96 Unrealized +35.6%
MRK MERCK & CO INC 1.2%
Value ($000) $2,729 Shares 25,030 Est. Cost $74.61 Unrealized +29.8%
IGSB ISHARES SHORT-TERM 1.1%
Value ($000) $2,652 Shares 51,728 Est. Cost $49.83 Unrealized
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $2,560 Shares 50,678 Est. Cost $49.07 Unrealized -2.2%
KO COCA COLA CO COM 1.1%
Value ($000) $2,494 Shares 42,326 Est. Cost $50.67 Unrealized +5.1%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $2,465 Shares 15,676 Est. Cost $161.12 Unrealized -16.7%
HD HOME DEPOT INC 1.0%
Value ($000) $2,450 Shares 7,069 Est. Cost $306.27 Unrealized -4.1%
AMZN AMAZON.COM INC 1.0%
Value ($000) $2,422 Shares 15,943 Est. Cost $130.61 Unrealized +7.3%
CAT CATERPILLAR INC COM 1.0%
Value ($000) $2,420 Shares 8,184 Est. Cost $191.34 Unrealized +31.3%
MCD MCDONALDS CORP 1.0%
Value ($000) $2,384 Shares 8,041 Est. Cost $236.27 Unrealized +9.5%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.0%
Value ($000) $2,291 Shares 21,168 Est. Cost $94.33 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,239 Shares 13,161 Est. Cost $141.60 Unrealized +2.3%
VWO VANGUARD INTL EQUITY INDEX FDS FTSE ETF 0.9%
Value ($000) $2,209 Shares 53,750 Est. Cost $39.23 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.9%
Value ($000) $2,164 Shares 19,959 Est. Cost $103.34 Unrealized
PFE PFIZER INC COM 0.9%
Value ($000) $2,163 Shares 75,133 Est. Cost $35.87 Unrealized -26.4%
SO SOUTHERN CO COM 0.9%
Value ($000) $2,105 Shares 30,018 Est. Cost $57.32 Unrealized +11.2%
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $2,044 Shares 54,229 Est. Cost $35.44 Unrealized -12.5%
WM WASTE MGMT INC DEL COM 0.8%
Value ($000) $1,998 Shares 11,157 Est. Cost $150.20 Unrealized +8.2%
PAYX PAYCHEX INC 0.8%
Value ($000) $1,964 Shares 16,491 Est. Cost $110.18 Unrealized +0.8%
ENB ENBRIDGE INC COM 0.8%
Value ($000) $1,949 Shares 54,111 Est. Cost $31.26 Unrealized -5.9%
META META PLATFORMS INC CL A COM 0.8%
Value ($000) $1,892 Shares 5,344 Est. Cost $300.69 Unrealized +7.5%
ED CONSOLIDATED EDISON INC 0.8%
Value ($000) $1,792 Shares 19,704 Est. Cost $69.21 Unrealized +20.0%
VNQ VANGUARD REAL ESTATE ETF 0.8%
Value ($000) $1,776 Shares 20,094 Est. Cost $75.66 Unrealized
IGV ISHARES NORTH AMERICAN 0.7%
Value ($000) $1,758 Shares 4,333 Est. Cost $341.26 Unrealized
USB U S BANCORP NEW 0.7%
Value ($000) $1,747 Shares 40,371 Est. Cost $30.46 Unrealized +8.7%
PKG PACKAGING CORP OF AMERICA 0.7%
Value ($000) $1,723 Shares 10,575 Est. Cost $114.45 Unrealized +30.0%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $1,716 Shares 12,285 Est. Cost $111.32 Unrealized +19.8%
PRU PRUDENTIAL FINANCIAL INC 0.7%
Value ($000) $1,672 Shares 16,119 Est. Cost $88.50 Unrealized -2.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $1,653 Shares 6,968 Est. Cost $219.20 Unrealized
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $1,630 Shares 2,469 Est. Cost $573.49 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $1,552 Shares 11,011 Est. Cost $132.90 Unrealized +1.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,548 Shares 15,485 Est. Cost $100.91 Unrealized -3.3%
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.7%
Value ($000) $1,538 Shares 7,993 Est. Cost $163.93 Unrealized
LYB LYONDELLBASELL INDUSTRIES CL A 0.6%
Value ($000) $1,519 Shares 15,971 Est. Cost $69.28 Unrealized +15.2%
LNT ALLIANT ENERGY CORPORATION 0.6%
Value ($000) $1,425 Shares 27,775 Est. Cost $50.17 Unrealized -7.4%
MMM 3M CO COM 0.6%
Value ($000) $1,365 Shares 12,483 Est. Cost $117.68 Unrealized -35.8%
MA MASTERCARD INC CL A 0.6%
Value ($000) $1,357 Shares 3,182 Est. Cost $336.60 Unrealized +18.0%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $1,352 Shares 2,568 Est. Cost $449.85 Unrealized +13.7%
PFF ISHARES PFD & INC SECURITIES ETF 0.6%
Value ($000) $1,342 Shares 43,039 Est. Cost $30.15 Unrealized
AGG ISHARES CORE US AGGBD BD ETF 0.5%
Value ($000) $1,291 Shares 13,010 Est. Cost $94.04 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,279 Shares 8,577 Est. Cost $129.27 Unrealized +6.6%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,277 Shares 8,150 Est. Cost $152.66 Unrealized -5.9%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $1,260 Shares 5,410 Est. Cost $221.33 Unrealized +0.3%
IAU ISHARES GOLD TR ISHARES NEW ETF 0.5%
Value ($000) $1,225 Shares 31,392 Est. Cost $34.81 Unrealized
COMT ISHARES COMMODITIES SELECT 0.5%
Value ($000) $1,209 Shares 48,221 Est. Cost $29.15 Unrealized
LLY ELI LILLY & CO COM 0.5%
Value ($000) $1,195 Shares 2,050 Est. Cost $429.70 Unrealized +33.8%
NVDA NVIDIA CORP 0.5%
Value ($000) $1,175 Shares 2,373 Est. Cost $40.15 Unrealized +15.3%
SPY S&P 500 DR (SPDRS) 0.5%
Value ($000) $1,146 Shares 2,412 Est. Cost $445.03 Unrealized
ADBE ADOBE INC COM 0.5%
Value ($000) $1,075 Shares 1,802 Est. Cost $428.11 Unrealized +34.7%
BKNG BOOKING HLDGS INC COM 0.4%
Value ($000) $1,029 Shares 290 Est. Cost $2276.82 Unrealized +34.7%
BLACKROCK INC 0.4%
Value ($000) $1,007 Shares 1,240 Est. Cost $811.80 Unrealized
CSX CSX CORP 0.4%
Value ($000) $1,006 Shares 29,028 Est. Cost $30.86 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.4%
Value ($000) $991 Shares 2,102 Est. Cost $422.43 Unrealized +5.7%
CMCSA COMCAST CORP CL A (NEW) 0.4%
Value ($000) $988 Shares 22,522 Est. Cost $40.04 Unrealized +0.1%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $979 Shares 10,411 Est. Cost $84.06 Unrealized -0.4%
V VISA INC COM CL A 0.4%
Value ($000) $976 Shares 3,749 Est. Cost $214.71 Unrealized +13.0%
SHV ISHARES SHORT TREASURY BOND 0.4%
Value ($000) $970 Shares 8,811 Est. Cost $110.47 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.4%
Value ($000) $960 Shares 5,840 Est. Cost $139.40 Unrealized +1.7%
T AT&T INC. 0.4%
Value ($000) $959 Shares 57,159 Est. Cost $14.31 Unrealized -0.7%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $947 Shares 6,465 Est. Cost $141.54 Unrealized -0.7%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $936 Shares 15,405 Est. Cost $65.11 Unrealized -17.9%
IQV IQVIA HLDGS INC COM 0.4%
Value ($000) $925 Shares 3,997 Est. Cost $255.54 Unrealized -19.7%
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $907 Shares 13,180 Est. Cost $52.12 Unrealized +7.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $843 Shares 4,502 Est. Cost $156.99 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $841 Shares 5,144 Est. Cost $121.72 Unrealized +16.2%
WMT WALMART INC 0.4%
Value ($000) $839 Shares 5,323 Est. Cost $51.81 Unrealized -0.3%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $824 Shares 8,470 Est. Cost $91.16 Unrealized -3.4%
GLD SPDR GOLD TRUST ETF 0.3%
Value ($000) $812 Shares 4,247 Est. Cost $171.09 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $797 Shares 8,828 Est. Cost $98.89 Unrealized -12.8%
ACN ACCENTURE PLC 0.3%
Value ($000) $794 Shares 2,263 Est. Cost $299.36 Unrealized +4.4%
ABBV ABBVIE INC COM 0.3%
Value ($000) $762 Shares 4,915 Est. Cost $129.33 Unrealized +4.9%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $744 Shares 7,664 Est. Cost $83.85 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND (MKT) 0.3%
Value ($000) $721 Shares 6,151 Est. Cost $107.64 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $705 Shares 8,929 Est. Cost $69.79 Unrealized -6.3%
FISV FISERV INC COM 0.3%
Value ($000) $704 Shares 5,300 Est. Cost $104.26 Unrealized +17.7%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $677 Shares 2,927 Est. Cost $216.08 Unrealized -2.7%
ORCL ORACLE CORP 0.3%
Value ($000) $662 Shares 6,278 Est. Cost $112.49 Unrealized -5.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $650 Shares 7,893 Est. Cost $74.97 Unrealized -4.7%
INTC INTEL CORP 0.3%
Value ($000) $645 Shares 12,839 Est. Cost $38.99 Unrealized +2.7%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.3%
Value ($000) $603 Shares 5,801 Est. Cost $110.60 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.3%
Value ($000) $602 Shares 3,161 Est. Cost $156.08 Unrealized +6.8%
SPGI S&P GLOBAL INC COM 0.3%
Value ($000) $595 Shares 1,350 Est. Cost $405.11 Unrealized -4.2%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $588 Shares 4,065 Est. Cost $108.54 Unrealized +9.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $584 Shares 11,380 Est. Cost $47.85 Unrealized -1.7%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.2%
Value ($000) $581 Shares 7,330 Est. Cost $72.24 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $546 Shares 5,689 Est. Cost $94.57 Unrealized -2.5%
TOTL SPDR DOUBLELINE TR TACT ETF 0.2%
Value ($000) $545 Shares 13,529 Est. Cost $46.96 Unrealized
SPSB SPDR SERIES TRUST PORTFOLIO SHORT ETF 0.2%
Value ($000) $538 Shares 18,052 Est. Cost $30.95 Unrealized
KMX CARMAX INC 0.2%
Value ($000) $526 Shares 6,857 Est. Cost $111.82 Unrealized -39.9%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $526 Shares 2,619 Est. Cost $190.77 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $523 Shares 4,308 Est. Cost $117.75 Unrealized -5.6%
AVGO BROADCOM INC COM 0.2%
Value ($000) $519 Shares 465 Est. Cost $51.85 Unrealized +77.9%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $516 Shares 6,295 Est. Cost $85.54 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.2%
Value ($000) $489 Shares 3,200 Est. Cost $141.27 Unrealized 0.0%
TGT TARGET CORP 0.2%
Value ($000) $486 Shares 3,415 Est. Cost $139.71 Unrealized -19.1%
PEP PEPSICO INC COM 0.2%
Value ($000) $463 Shares 2,726 Est. Cost $166.34 Unrealized -7.6%
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $444 Shares 3,416 Est. Cost $113.80 Unrealized +4.9%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.2%
Value ($000) $438 Shares 3,839 Est. Cost $100.93 Unrealized
IGM ISHARES NORTH AMERICAN TECH 0.2%
Value ($000) $435 Shares 970 Est. Cost $382.18 Unrealized
PHM PULTE GROUP INC 0.2%
Value ($000) $429 Shares 4,152 Est. Cost $78.26 Unrealized +6.8%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $425 Shares 12,618 Est. Cost $29.44 Unrealized -6.2%
MAR MARRIOT INTERNATIONAL CL A 0.2%
Value ($000) $419 Shares 1,858 Est. Cost $178.21 Unrealized +11.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $409 Shares 1,577 Est. Cost $211.15 Unrealized +10.9%
COR CENCORA INC COM 0.2%
Value ($000) $405 Shares 1,974 Est. Cost $120.73 Unrealized +58.8%
ON ON SEMICONDUCTOR CORP COM 0.2%
Value ($000) $401 Shares 4,795 Est. Cost $58.81 Unrealized +33.6%
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.2%
Value ($000) $390 Shares 5,992 Est. Cost $52.28 Unrealized
ADSK AUTODESK INCORPORATED 0.2%
Value ($000) $388 Shares 1,595 Est. Cost $208.64 Unrealized +3.5%
MET METLIFE INC 0.2%
Value ($000) $386 Shares 5,843 Est. Cost $59.57 Unrealized -1.3%
FIS FIDELITY NATL INFORMATION SVC 0.2%
Value ($000) $381 Shares 6,339 Est. Cost $94.49 Unrealized -44.6%
VXUS VANGUARD TOTAL INTL STOCK ET 0.2%
Value ($000) $379 Shares 6,547 Est. Cost $63.32 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $379 Shares 1,385 Est. Cost $265.36 Unrealized -2.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $368 Shares 3,296 Est. Cost $111.98 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $365 Shares 2,739 Est. Cost $103.33 Unrealized +7.5%
GIS GENERAL MILLS INC 0.2%
Value ($000) $358 Shares 5,500 Est. Cost $64.57 Unrealized -7.8%
VGIT VANGUARD INTERM-TM GOVT BD IDX 0.1%
Value ($000) $350 Shares 5,901 Est. Cost $57.22 Unrealized
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $345 Shares 4,070 Est. Cost $84.87 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUS 0.1%
Value ($000) $345 Shares 680 Est. Cost $515.86 Unrealized
ZTS ZOETIS INC CL A COM 0.1%
Value ($000) $341 Shares 1,730 Est. Cost $204.72 Unrealized -15.6%
ISHARES IBONDS DEC 2024 0.1%
Value ($000) $336 Shares 13,504 Est. Cost $24.73 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $336 Shares 2,897 Est. Cost $99.43 Unrealized +10.4%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $325 Shares 1,041 Est. Cost $309.22 Unrealized -14.6%
CBRE CBRE GROUP, INC. 0.1%
Value ($000) $324 Shares 3,477 Est. Cost $77.74 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC CL A 0.1%
Value ($000) $318 Shares 2,851 Est. Cost $122.95 Unrealized -25.1%
IVE ISHARES S&P 500 VALUE (MKT) 0.1%
Value ($000) $317 Shares 1,823 Est. Cost $153.84 Unrealized
CE CELANESE CORP DEL COM 0.1%
Value ($000) $311 Shares 2,003 Est. Cost $126.62 Unrealized +0.6%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $309 Shares 4,120 Est. Cost $68.42 Unrealized
MBB ISHARES MBS (MKT) 0.1%
Value ($000) $300 Shares 3,190 Est. Cost $88.80 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX 0.1%
Value ($000) $298 Shares 615 Est. Cost $423.41 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $298 Shares 3,300 Est. Cost $76.08 Unrealized +1.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $293 Shares 4,043 Est. Cost $67.21 Unrealized -4.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $286 Shares 3,681 Est. Cost $83.01 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $286 Shares 2,931 Est. Cost $75.25 Unrealized +8.7%
JMBS JANUS HENDERSON MORTGAGE 0.1%
Value ($000) $285 Shares 6,207 Est. Cost $43.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $285 Shares 629 Est. Cost $408.27 Unrealized +2.2%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $284 Shares 1,755 Est. Cost $144.16 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $272 Shares 1,758 Est. Cost $117.93 Unrealized +1.7%
TSLA TESLA INC 0.1%
Value ($000) $269 Shares 1,084 Est. Cost $256.88 Unrealized -7.5%
BIL SPDR SER TR BLOOMBERG 1-3 MO 0.1%
Value ($000) $269 Shares 2,944 Est. Cost $91.67 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $267 Shares 1,015 Est. Cost $205.36 Unrealized +8.9%
BBH VANECK VECTORS BIOTECH ETF 0.1%
Value ($000) $264 Shares 1,598 Est. Cost $155.73 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $259 Shares 4,001 Est. Cost $26.81 Unrealized +7.0%
TTD THE TRADE DESK INC-CLASS A 0.1%
Value ($000) $255 Shares 3,550 Est. Cost $84.33 Unrealized -12.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $255 Shares 3,036 Est. Cost $86.60 Unrealized -12.7%
GBIL GOLDMAN SACHS ETF TR ACCES TREASURY ETF 0.1%
Value ($000) $247 Shares 2,475 Est. Cost $100.12 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $246 Shares 1,542 Est. Cost $120.35 Unrealized +19.1%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $242 Shares 3,040 Est. Cost $71.73 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $242 Shares 777 Est. Cost $319.45 Unrealized
BP BP PLC 0.1%
Value ($000) $238 Shares 6,719 Est. Cost $35.40 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $236 Shares 9,040 Est. Cost $29.29 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $235 Shares 4,010 Est. Cost $66.20 Unrealized -16.5%
KMI KINDER MORGAN INC 0.1%
Value ($000) $234 Shares 13,265 Est. Cost $15.26 Unrealized +0.5%
XLY CONSUMER DISCRET SELECT SECTOR 0.1%
Value ($000) $233 Shares 1,304 Est. Cost $160.98 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $232 Shares 6,282 Est. Cost $35.80 Unrealized -21.2%
NRG NRG ENERGY INC 0.1%
Value ($000) $231 Shares 4,465 Est. Cost $36.05 Unrealized +20.6%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $230 Shares 1,950 Est. Cost $100.40 Unrealized +7.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $228 Shares 1,823 Est. Cost $109.68 Unrealized
BA BOEING CO 0.1%
Value ($000) $225 Shares 862 Est. Cost $213.27 Unrealized +0.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $224 Shares 2,759 Est. Cost $70.68 Unrealized +2.1%
VGLT VANGUARD LG-TERM TREASURY 0.1%
Value ($000) $223 Shares 3,632 Est. Cost $56.03 Unrealized
ISHARES IBONDS DEC 2025 TERM 0.1%
Value ($000) $222 Shares 8,953 Est. Cost $24.37 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $220 Shares 4,282 Est. Cost $41.35 Unrealized 0.0%
CACI CACI INTL INC 0.1%
Value ($000) $219 Shares 675 Est. Cost $324.48 Unrealized 0.0%
KLAC KLA CORPORATION COM 0.1%
Value ($000) $218 Shares 375 Est. Cost $364.08 Unrealized +40.3%
VEEV VEEVA SYSTEMS INC CLASS A 0.1%
Value ($000) $218 Shares 1,130 Est. Cost $182.38 Unrealized +3.3%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $217 Shares 1,904 Est. Cost $101.38 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDRR 0.1%
Value ($000) $217 Shares 1,591 Est. Cost $128.74 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $216 Shares 1,783 Est. Cost $102.51 Unrealized +12.7%
ODFL OLD DOMINION FREIGHT LINE 0.1%
Value ($000) $215 Shares 530 Est. Cost $164.18 Unrealized +19.2%
GPC GENUINE PARTS COMPANY 0.1%
Value ($000) $210 Shares 1,519 Est. Cost $144.49 Unrealized -11.1%
BIV VANGUARD INTERMEDIATE TERM BD ETF 0.1%
Value ($000) $210 Shares 2,743 Est. Cost $85.07 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $209 Shares 1,056 Est. Cost $172.71 Unrealized +1.8%
NFLX NETFLIX INC 0.1%
Value ($000) $209 Shares 430 Est. Cost $51.04 Unrealized -14.5%
SHEL SHELL PLC SPON ADS ADR 0.1%
Value ($000) $209 Shares 3,176 Est. Cost $55.53 Unrealized
SGOV ISHARES 0-3 TREASRY BD 0.1%
Value ($000) $207 Shares 2,063 Est. Cost $100.67 Unrealized
CHDN CHURCHILL DOWNS INCORPORATED 0.1%
Value ($000) $206 Shares 1,530 Est. Cost $124.94 Unrealized -5.8%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $204 Shares 4,135 Est. Cost $40.69 Unrealized +0.8%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $202 Shares 371 Est. Cost $451.24 Unrealized +12.6%
OKE ONEOK INC 0.1%
Value ($000) $200 Shares 2,842 Est. Cost $58.06 Unrealized +4.0%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $199 Shares 3,622 Est. Cost $47.64 Unrealized +0.7%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $197 Shares 5,239 Est. Cost $33.17 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 0.1%
Value ($000) $195 Shares 4,064 Est. Cost $43.72 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.1%
Value ($000) $194 Shares 3,008 Est. Cost $62.31 Unrealized -3.8%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $187 Shares 626 Est. Cost $237.09 Unrealized +15.9%
MS MORGAN STANLEY 0.1%
Value ($000) $185 Shares 1,985 Est. Cost $79.94 Unrealized -6.4%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $185 Shares 6,211 Est. Cost $23.60 Unrealized -6.9%
HPQ HP INC COM 0.1%
Value ($000) $178 Shares 5,915 Est. Cost $27.59 Unrealized -6.6%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $177 Shares 1,751 Est. Cost $100.06 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $172 Shares 3,062 Est. Cost $58.29 Unrealized -9.9%
DHI D R HORTON INC COM 0.1%
Value ($000) $170 Shares 1,120 Est. Cost $107.08 Unrealized +12.6%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $169 Shares 4,672 Est. Cost $30.68 Unrealized +4.2%
PRI PRIMERICA INC 0.1%
Value ($000) $165 Shares 804 Est. Cost $155.75 Unrealized +31.2%
PPL PPL CORPORATION 0.1%
Value ($000) $165 Shares 6,084 Est. Cost $23.80 Unrealized -1.0%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $162 Shares 783 Est. Cost $448.76 Unrealized -53.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $161 Shares 1,150 Est. Cost $124.75 Unrealized 0.0%
L LOEWS CORP COM 0.1%
Value ($000) $159 Shares 2,290 Est. Cost $55.78 Unrealized +18.4%
CWB SPDR SER TR BLOOMBERG CONV 0.1%
Value ($000) $155 Shares 2,154 Est. Cost $82.08 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $154 Shares 7,898 Est. Cost $14.19 Unrealized +6.3%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $153 Shares 624 Est. Cost $203.16 Unrealized +3.0%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $152 Shares 3,779 Est. Cost $35.44 Unrealized 0.0%
PGX INVESCO EXCHNG TRADED FD TR II PFD ETF 0.1%
Value ($000) $152 Shares 13,248 Est. Cost $14.82 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $149 Shares 1,995 Est. Cost $63.64 Unrealized
LPLA LPL FINANCIAL HOLDINGS INC 0.1%
Value ($000) $147 Shares 645 Est. Cost $189.92 Unrealized +18.4%
XLC COMMUNICATION SERVICES SELECT 0.1%
Value ($000) $145 Shares 2,001 Est. Cost $65.57 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $145 Shares 205 Est. Cost $126.04 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $144 Shares 311 Est. Cost $342.74 Unrealized +31.4%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $144 Shares 2,960 Est. Cost $50.90 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $142 Shares 374 Est. Cost $277.82 Unrealized +20.0%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $141 Shares 1,839 Est. Cost $28.47 Unrealized +1.9%
QQQ INVESCO QQQ TR UNIT SER ETF 0.1%
Value ($000) $139 Shares 340 Est. Cost $358.27 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $139 Shares 945 Est. Cost $100.08 Unrealized +15.6%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.1%
Value ($000) $136 Shares 1,753 Est. Cost $75.15 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $136 Shares 710 Est. Cost $182.67 Unrealized
IVZ INVESCO LIMITED 0.1%
Value ($000) $135 Shares 7,584 Est. Cost $13.06 Unrealized 0.0%
VGSH VANGUARD SHORT-TERM GOVERNMENT 0.1%
Value ($000) $134 Shares 2,302 Est. Cost $57.60 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $129 Shares 225 Est. Cost $328.11 Unrealized +41.0%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $129 Shares 578 Est. Cost $215.91 Unrealized -9.8%
LFUS LITTELFUSE INC 0.1%
Value ($000) $128 Shares 477 Est. Cost $296.47 Unrealized -19.2%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $126 Shares 600 Est. Cost $173.86 Unrealized -0.9%
INTU INTUIT INC 0.1%
Value ($000) $125 Shares 200 Est. Cost $474.81 Unrealized +14.7%
DAR DARLING INGREDIENTS, INC 0.1%
Value ($000) $125 Shares 2,506 Est. Cost $45.39 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $124 Shares 513 Est. Cost $218.73 Unrealized +4.2%
MASI MASIMO CORPORATION 0.1%
Value ($000) $123 Shares 1,052 Est. Cost $271.21 Unrealized -65.6%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.1%
Value ($000) $122 Shares 1,600 Est. Cost $65.91 Unrealized -3.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $119 Shares 1,576 Est. Cost $66.72 Unrealized 0.0%
WAB WABTEC CORP 0.0%
Value ($000) $117 Shares 922 Est. Cost $90.77 Unrealized +23.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $114 Shares 130 Est. Cost $646.62 Unrealized +26.7%
TXT TEXTRON INC 0.0%
Value ($000) $111 Shares 1,380 Est. Cost $74.34 Unrealized +4.1%
LKQ LKQ CORP 0.0%
Value ($000) $111 Shares 2,318 Est. Cost $49.61 Unrealized -11.9%
APTIV PLC SHS 0.0%
Value ($000) $110 Shares 1,229 Est. Cost $120.91 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $110 Shares 509 Est. Cost $129.30 Unrealized +42.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $109 Shares 738 Est. Cost $117.86 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $109 Shares 2,021 Est. Cost $63.27 Unrealized -28.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $107 Shares 424 Est. Cost $293.05 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $106 Shares 475 Est. Cost $219.13 Unrealized
GPK GRAPHIC PACKAGING HOLDING COMPANY 0.0%
Value ($000) $105 Shares 4,255 Est. Cost $23.52 Unrealized -4.7%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $104 Shares 2,648 Est. Cost $35.99 Unrealized -8.1%
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $100 Shares 1,388 Est. Cost $68.81 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $99 Shares 1,200 Est. Cost $76.99 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $98 Shares 411 Est. Cost $207.23 Unrealized +4.6%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $96 Shares 466 Est. Cost $163.68 Unrealized +8.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $94 Shares 178 Est. Cost $591.96 Unrealized -18.8%
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $93 Shares 3,028 Est. Cost $32.70 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $93 Shares 544 Est. Cost $160.98 Unrealized -9.6%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $88 Shares 1,420 Est. Cost $64.49 Unrealized +5.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $88 Shares 1,835 Est. Cost $43.95 Unrealized +5.9%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $88 Shares 1,431 Est. Cost $56.32 Unrealized +1.7%
FLRN SPDR SER TR BLOOMBERG INVT 0.0%
Value ($000) $87 Shares 2,856 Est. Cost $30.12 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $87 Shares 105 Est. Cost $548.03 Unrealized +38.0%
EQUITY COMMONWEALTH 0.0%
Value ($000) $85 Shares 4,450 Est. Cost $24.66 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $85 Shares 1,634 Est. Cost $51.03 Unrealized -14.4%
GDX MINERS ETF 0.0%
Value ($000) $84 Shares 2,700 Est. Cost $26.91 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $82 Shares 123 Est. Cost $101.64 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $81 Shares 1,110 Est. Cost $67.04 Unrealized -3.2%
VCLT VANGUARD LONG-TERM CORP BOND IDX 0.0%
Value ($000) $80 Shares 997 Est. Cost $71.91 Unrealized
CGW INVESCO ETF TR II S&P GBL WATER 0.0%
Value ($000) $78 Shares 1,475 Est. Cost $60.63 Unrealized
VCIT VANGUARD INTERM-TM CORP BD IDX 0.0%
Value ($000) $77 Shares 950 Est. Cost $76.04 Unrealized
CF CF INDUSTRIES HLDGS 0.0%
Value ($000) $76 Shares 950 Est. Cost $65.26 Unrealized +15.8%
BWA BORGWARNER INC 0.0%
Value ($000) $75 Shares 2,079 Est. Cost $34.62 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $74 Shares 1,843 Est. Cost $34.81 Unrealized 0.0%
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $73 Shares 2,281 Est. Cost $28.20 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $73 Shares 662 Est. Cost $102.93 Unrealized -7.8%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $71 Shares 615 Est. Cost $90.48 Unrealized +0.4%
BWX SPDR BARCLAYS INTERNATIONAL 0.0%
Value ($000) $70 Shares 3,041 Est. Cost $21.27 Unrealized
TXRH TEXAS ROADHOUSE INC CL A 0.0%
Value ($000) $70 Shares 570 Est. Cost $91.09 Unrealized +13.5%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $67 Shares 221 Est. Cost $265.99 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $67 Shares 2,648 Est. Cost $22.19 Unrealized
ZBRA ZEBRA TECH CORP CL A 0.0%
Value ($000) $67 Shares 245 Est. Cost $556.64 Unrealized -59.0%
FNV FRANCO-NEVADA CORP 0.0%
Value ($000) $65 Shares 590 Est. Cost $138.25 Unrealized -13.7%
VLTO VERALTO CORP 0.0%
Value ($000) $65 Shares 794 Est. Cost $73.75 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $64 Shares 284 Est. Cost $203.64 Unrealized +5.0%
DON WISDOMTREE US MIDCAP 0.0%
Value ($000) $64 Shares 1,400 Est. Cost $40.96 Unrealized
SHM SPDR SER TR NUVEEN BLMBRG SH 0.0%
Value ($000) $63 Shares 1,325 Est. Cost $48.97 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $63 Shares 775 Est. Cost $68.77 Unrealized +0.0%
RH RH 0.0%
Value ($000) $63 Shares 215 Est. Cost $607.17 Unrealized -57.5%
BTI BRITISH AMERICAN TOBACCO PLC SPON ADR 0.0%
Value ($000) $61 Shares 2,076 Est. Cost $37.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $60 Shares 3,500 Est. Cost $15.93 Unrealized +11.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $60 Shares 376 Est. Cost $187.06 Unrealized -27.4%
NKE NIKE INC CL B COM 0.0%
Value ($000) $58 Shares 535 Est. Cost $127.11 Unrealized -19.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $56 Shares 500 Est. Cost $112.40 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIV 0.0%
Value ($000) $53 Shares 1,884 Est. Cost $25.40 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $49 Shares 100 Est. Cost $397.46 Unrealized +6.1%
XLE ENERGY SELECT SECTOR SPDRR (MKT) 0.0%
Value ($000) $49 Shares 580 Est. Cost $90.39 Unrealized
XLB MATERIALS SELECT SECTOR SPDRR 0.0%
Value ($000) $48 Shares 561 Est. Cost $78.55 Unrealized
DEM WISDOMTREE EMERGING MARKETS 0.0%
Value ($000) $47 Shares 1,147 Est. Cost $37.48 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $46 Shares 600 Est. Cost $80.36 Unrealized -13.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $43 Shares 1,100 Est. Cost $33.60 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $42 Shares 273 Est. Cost $166.05 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.0%
Value ($000) $42 Shares 362 Est. Cost $122.38 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $41 Shares 190 Est. Cost $41.11 Unrealized -4.2%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $71.72 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $30.62 Unrealized -4.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $34 Shares 600 Est. Cost $51.55 Unrealized 0.0%
FNCL THE FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $31 Shares 582 Est. Cost $55.92 Unrealized
XBI SPDR S&P BIOTECH ETF (MKT) 0.0%
Value ($000) $31 Shares 345 Est. Cost $73.02 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $29 Shares 123 Est. Cost $247.57 Unrealized -19.2%
AMGN AMGEN INC 0.0%
Value ($000) $29 Shares 100 Est. Cost $255.10 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $28 Shares 213 Est. Cost $108.77 Unrealized +10.1%
WDAY WORKDAY INC COM CL A 0.0%
Value ($000) $28 Shares 100 Est. Cost $277.65 Unrealized -14.2%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $27 Shares 190 Est. Cost $118.40 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $27 Shares 300 Est. Cost $82.19 Unrealized -2.4%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value ($000) $26 Shares 190 Est. Cost $127.54 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $25 Shares 50 Est. Cost $436.08 Unrealized +2.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $24 Shares 2,256 Est. Cost $9.43 Unrealized -7.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $24 Shares 90 Est. Cost $236.02 Unrealized +2.9%
CTAS CINTAS CORP 0.0%
Value ($000) $24 Shares 40 Est. Cost $103.73 Unrealized +27.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $23 Shares 1,550 Est. Cost $12.90 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $22 Shares 295 Est. Cost $69.78 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $22 Shares 145 Est. Cost $87.86 Unrealized +61.6%
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value ($000) $20 Shares 321 Est. Cost $58.93 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $20 Shares 1,555 Est. Cost $11.84 Unrealized -15.7%
VRSN VERISIGN INC 0.0%
Value ($000) $19 Shares 93 Est. Cost $229.23 Unrealized -10.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $19 Shares 149 Est. Cost $88.66 Unrealized +3.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $18 Shares 103 Est. Cost $171.75 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $17 Shares 225 Est. Cost $73.74 Unrealized -12.1%
SRE SEMPRA COM 0.0%
Value ($000) $17 Shares 230 Est. Cost $65.26 Unrealized +2.3%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $17 Shares 155 Est. Cost $115.04 Unrealized -16.5%
VHT VANGUARD HEALTH CARE 0.0%
Value ($000) $17 Shares 66 Est. Cost $266.42 Unrealized
UGI UGI CORP NEW (HOLDING CO) 0.0%
Value ($000) $16 Shares 650 Est. Cost $35.32 Unrealized -37.5%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $16 Shares 389 Est. Cost $37.95 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $14 Shares 400 Est. Cost $35.04 Unrealized -1.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $14 Shares 380 Est. Cost $36.99 Unrealized -1.5%
MAS MASCO CORP 0.0%
Value ($000) $14 Shares 205 Est. Cost $59.58 Unrealized -6.0%
HAS HASBRO INC 0.0%
Value ($000) $14 Shares 265 Est. Cost $74.84 Unrealized -38.4%
PLD PROLOGIS INC 0.0%
Value ($000) $13 Shares 101 Est. Cost $131.96 Unrealized -20.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $13 Shares 110 Est. Cost $189.42 Unrealized -38.5%
CME CME GROUP INC 0.0%
Value ($000) $13 Shares 60 Est. Cost $184.82 Unrealized +5.3%
AJG GALLAGHER ARTHUR J 0.0%
Value ($000) $12 Shares 55 Est. Cost $156.75 Unrealized +48.3%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $11 Shares 50 Est. Cost $198.06 Unrealized -2.2%
ASML ASML HOLDING NV 0.0%
Value ($000) $11 Shares 15 Est. Cost $796.13 Unrealized
FMC FMC CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $77.68 Unrealized -32.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $9 Shares 20 Est. Cost $348.21 Unrealized +29.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $9 Shares 248 Est. Cost $30.50 Unrealized -0.4%
GSK GSK PLC 0.0%
Value ($000) $8 Shares 218 Est. Cost $36.25 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $84.85 Unrealized -22.7%
ADM ARCHER DANIELS 0.0%
Value ($000) $7 Shares 100 Est. Cost $67.79 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $75.57 Unrealized -7.9%
EWH ISHARES MSCI HONG KONG ETF 0.0%
Value ($000) $7 Shares 401 Est. Cost $23.19 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $7 Shares 112 Est. Cost $119.00 Unrealized -52.0%
CMG CHIPOTLE MEXICAN GRILL INC CL A 0.0%
Value ($000) $7 Shares 3 Est. Cost $39.56 Unrealized +5.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $7 Shares 31 Est. Cost $239.48 Unrealized -26.9%
FDX FEDEX CORP 0.0%
Value ($000) $6 Shares 25 Est. Cost $246.77 Unrealized -1.8%
TRU TRANSUNION 0.0%
Value ($000) $5 Shares 80 Est. Cost $112.10 Unrealized -46.3%
PHIN PHINIA INC 0.0%
Value ($000) $5 Shares 179 Est. Cost $26.06 Unrealized -2.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $5 Shares 18 Est. Cost $280.77 Unrealized 0.0%
ALC ALCON INC ORD 0.0%
Value ($000) $5 Shares 60 Est. Cost $81.66 Unrealized -10.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $4 Shares 76 Est. Cost $40.17 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $72.48 Unrealized -3.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 240 Est. Cost $12.48 Unrealized -13.5%
LIVENT CORP 0.0%
Value ($000) $3 Shares 140 Est. Cost $18.41 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.09 Unrealized -4.6%
SDZNY SANDOZ GROUP AG SPON ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.00 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $1 Shares 56 Est. Cost $15.79 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.52 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 126 Est. Cost $1.69 Unrealized -16.3%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.55 Unrealized -33.5%
CHINA MED TECH INC ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.56 Unrealized
CISEY CHINA STL CORP SPON ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.50 Unrealized
WESTBURY METALS GRP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized