NAVELLIER & ASSOCIATES INC Diversified Active

CIK: 0000872163 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $834,007 (100.0% shares, 0.0% debt)

Holdings (329)

NVDA NVIDIA Corporation 9.5%
Value ($000) $79,338 Shares 590,797 Est. Cost $95.86 Unrealized +43.7%
EME EMCOR Group, Inc. 3.1%
Value ($000) $25,907 Shares 57,076 Est. Cost $226.41 Unrealized +108.5%
COST Costco Wholesale Corporation 2.5%
Value ($000) $20,928 Shares 22,841 Est. Cost $625.44 Unrealized +47.5%
LLY Eli Lilly and Company 2.4%
Value ($000) $20,070 Shares 25,998 Est. Cost $447.64 Unrealized +83.4%
PWR Quanta Services, Inc. 2.4%
Value ($000) $19,722 Shares 62,402 Est. Cost $130.75 Unrealized +145.7%
COKE Coca-Cola Consolidated, Inc. 2.2%
Value ($000) $18,755 Shares 14,885 Est. Cost $104.56 Unrealized +18.5%
XOM Exxon Mobil Corporation 2.0%
Value ($000) $16,839 Shares 156,541 Est. Cost $106.99 Unrealized +5.0%
VST Vistra Corp. 2.0%
Value ($000) $16,289 Shares 118,147 Est. Cost $31.67 Unrealized +335.4%
RCL Royal Caribbean Group 1.7%
Value ($000) $14,140 Shares 61,296 Est. Cost $100.45 Unrealized +117.2%
PGR Progressive Corporation 1.7%
Value ($000) $13,926 Shares 58,118 Est. Cost $192.44 Unrealized +20.5%
AAPL Apple Inc. 1.5%
Value ($000) $12,376 Shares 49,421 Est. Cost $161.74 Unrealized +45.0%
TRGP Targa Resources Corp. 1.5%
Value ($000) $12,163 Shares 68,138 Est. Cost $96.26 Unrealized +82.0%
TOL Toll Brothers, Inc. 1.4%
Value ($000) $11,880 Shares 94,321 Est. Cost $80.55 Unrealized +84.4%
SMCI Super Micro Computer, Inc. 1.4%
Value ($000) $11,461 Shares 376,033 Est. Cost $38.74 Unrealized -6.2%
VRT Vertiv Holdings Co. Class A 1.3%
Value ($000) $10,840 Shares 95,417 Est. Cost $68.76 Unrealized +72.4%
CRS Carpenter Technology Corporation 1.1%
Value ($000) $9,556 Shares 56,305 Est. Cost $117.30 Unrealized +45.5%
FIX Comfort Systems USA, Inc. 1.1%
Value ($000) $9,239 Shares 21,788 Est. Cost $324.09 Unrealized +34.9%
HWM Howmet Aerospace Inc. 1.1%
Value ($000) $8,974 Shares 82,050 Est. Cost $77.24 Unrealized +41.4%
MSFT Microsoft Corporation 1.0%
Value ($000) $8,728 Shares 20,706 Est. Cost $301.24 Unrealized +40.2%
AXON Axon Enterprise Inc 1.0%
Value ($000) $8,649 Shares 14,552 Est. Cost $229.36 Unrealized +137.2%
PSN Parsons Corporation 1.0%
Value ($000) $8,444 Shares 91,538 Est. Cost $76.35 Unrealized +33.6%
ANF Abercrombie & Fitch Co. Class A 0.9%
Value ($000) $7,816 Shares 52,294 Est. Cost $141.55 Unrealized +3.2%
SFM Sprouts Farmers Market, Inc. 0.9%
Value ($000) $7,793 Shares 61,332 Est. Cost $128.38 Unrealized +3.5%
ETN Eaton Corp. Plc 0.9%
Value ($000) $7,181 Shares 21,639 Est. Cost $238.70 Unrealized +45.4%
POWL Powell Industries, Inc. 0.9%
Value ($000) $7,151 Shares 32,261 Est. Cost $152.28 Unrealized +75.1%
ALL Allstate Corporation 0.8%
Value ($000) $6,773 Shares 35,131 Est. Cost $156.72 Unrealized +21.1%
ANET Arista Networks, Inc. 0.8%
Value ($000) $6,748 Shares 61,048 Est. Cost $102.84 Unrealized 0.0%
SKYW SkyWest, Inc 0.8%
Value ($000) $6,542 Shares 65,338 Est. Cost $97.66 Unrealized +4.6%
META Meta Platforms Inc Class A 0.8%
Value ($000) $6,262 Shares 10,695 Est. Cost $272.92 Unrealized +114.3%
GWRE Guidewire Software, Inc. 0.7%
Value ($000) $6,140 Shares 36,423 Est. Cost $161.56 Unrealized +15.6%
DECK Deckers Outdoor Corporation 0.7%
Value ($000) $6,053 Shares 29,806 Est. Cost $154.46 Unrealized +17.0%
TMUS T-Mobile US, Inc. 0.7%
Value ($000) $6,020 Shares 27,274 Est. Cost $187.72 Unrealized +19.0%
PSX Phillips 66 0.7%
Value ($000) $6,019 Shares 52,830 Est. Cost $86.01 Unrealized +41.9%
ABBV AbbVie, Inc. 0.7%
Value ($000) $5,941 Shares 33,433 Est. Cost $75.32 Unrealized +135.5%
UAL United Airlines Holdings, Inc. 0.7%
Value ($000) $5,772 Shares 59,446 Est. Cost $84.54 Unrealized 0.0%
AROC Archrock Inc. 0.7%
Value ($000) $5,558 Shares 223,310 Est. Cost $13.49 Unrealized +64.6%
RACE Ferrari NV 0.6%
Value ($000) $5,298 Shares 12,471 Est. Cost $297.88 Unrealized +51.5%
NTAP NetApp, Inc. 0.6%
Value ($000) $5,280 Shares 45,485 Est. Cost $108.97 Unrealized +9.3%
MMYT MakeMyTrip Ltd. 0.6%
Value ($000) $5,147 Shares 45,840 Est. Cost $72.19 Unrealized +48.4%
EXLS ExlService Holdings, Inc. 0.6%
Value ($000) $5,017 Shares 113,037 Est. Cost $43.25 Unrealized 0.0%
AEM Agnico Eagle Mines Limited 0.6%
Value ($000) $4,994 Shares 63,855 Est. Cost $76.37 Unrealized +6.2%
NTNX Nutanix, Inc. Class A 0.6%
Value ($000) $4,921 Shares 80,439 Est. Cost $58.23 Unrealized +12.2%
TT Trane Technologies plc 0.6%
Value ($000) $4,752 Shares 12,867 Est. Cost $393.53 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Incorporated 0.6%
Value ($000) $4,602 Shares 11,427 Est. Cost $354.54 Unrealized +30.7%
COR Cencora, Inc. 0.5%
Value ($000) $4,495 Shares 20,007 Est. Cost $226.66 Unrealized +2.8%
PEP PepsiCo, Inc. 0.5%
Value ($000) $4,495 Shares 29,558 Est. Cost $132.98 Unrealized +17.7%
CSL Carlisle Companies Incorporated 0.5%
Value ($000) $4,364 Shares 11,832 Est. Cost $396.15 Unrealized +8.3%
ALSN Allison Transmission Holdings, Inc. 0.5%
Value ($000) $4,353 Shares 40,285 Est. Cost $56.51 Unrealized +90.8%
AVGO Broadcom Inc. 0.5%
Value ($000) $4,286 Shares 18,486 Est. Cost $136.55 Unrealized +33.9%
INGR Ingredion Incorporated 0.5%
Value ($000) $4,127 Shares 29,998 Est. Cost $108.01 Unrealized +30.3%
UVV Universal Corp 0.5%
Value ($000) $4,062 Shares 74,078 Est. Cost $46.90 Unrealized +14.3%
AMZN Amazon.com, Inc. 0.5%
Value ($000) $4,037 Shares 18,401 Est. Cost $132.12 Unrealized +54.8%
Viper Energy, Inc. 0.5%
Value ($000) $4,005 Shares 81,610 Est. Cost $38.14 Unrealized
ACM AECOM 0.5%
Value ($000) $3,956 Shares 37,034 Est. Cost $107.82 Unrealized 0.0%
AGX Argan, Inc. 0.5%
Value ($000) $3,833 Shares 27,970 Est. Cost $116.53 Unrealized +16.7%
AMGN Amgen Inc. 0.5%
Value ($000) $3,817 Shares 14,645 Est. Cost $120.63 Unrealized +137.1%
UTI Universal Technical Institute, Inc. 0.4%
Value ($000) $3,684 Shares 143,281 Est. Cost $15.41 Unrealized +35.0%
FXO First Trust Financials AlphaDEX Fund 0.4%
Value ($000) $3,650 Shares 67,426 Est. Cost $40.07 Unrealized
PG Procter & Gamble Company 0.4%
Value ($000) $3,505 Shares 20,907 Est. Cost $137.90 Unrealized +20.2%
HII Huntington Ingalls Industries, Inc. 0.4%
Value ($000) $3,391 Shares 17,942 Est. Cost $184.06 Unrealized +14.2%
FXL First Trust Technology AlphaDEX Fund 0.4%
Value ($000) $3,334 Shares 22,446 Est. Cost $148.55 Unrealized
AGI Alamos Gold Inc. 0.4%
Value ($000) $3,283 Shares 178,048 Est. Cost $13.73 Unrealized +40.4%
KBR KBR, Inc. 0.4%
Value ($000) $3,201 Shares 55,255 Est. Cost $62.80 Unrealized 0.0%
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.4%
Value ($000) $3,189 Shares 49,342 Est. Cost $63.46 Unrealized
VITL Vital Farms, Inc. 0.4%
Value ($000) $3,163 Shares 83,917 Est. Cost $34.80 Unrealized +2.2%
GD General Dynamics Corporation 0.4%
Value ($000) $3,124 Shares 11,855 Est. Cost $210.69 Unrealized +33.8%
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.4%
Value ($000) $3,089 Shares 41,297 Est. Cost $58.26 Unrealized
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 0.4%
Value ($000) $3,077 Shares 16,342 Est. Cost $188.28 Unrealized
LMT Lockheed Martin Corporation 0.4%
Value ($000) $3,069 Shares 6,316 Est. Cost $295.72 Unrealized +78.3%
ADMA ADMA Biologics, Inc. 0.4%
Value ($000) $3,065 Shares 178,745 Est. Cost $18.81 Unrealized 0.0%
BAH Booz Allen Hamilton Holding Corporation Class A 0.4%
Value ($000) $3,060 Shares 23,778 Est. Cost $125.80 Unrealized +19.7%
BKR Baker Hughes Company Class A 0.4%
Value ($000) $3,021 Shares 73,651 Est. Cost $39.41 Unrealized 0.0%
NXST Nexstar Media Group, Inc. 0.4%
Value ($000) $3,011 Shares 19,063 Est. Cost $155.03 Unrealized +2.5%
BWXT BWX Technologies, Inc. 0.4%
Value ($000) $3,004 Shares 26,964 Est. Cost $61.87 Unrealized +95.8%
FXG First Trust Consumer Staples AlphaDEX Fund 0.4%
Value ($000) $2,985 Shares 46,596 Est. Cost $64.91 Unrealized
FTEC Fidelity MSCI Information Technology Index ETF 0.4%
Value ($000) $2,977 Shares 16,100 Est. Cost $117.80 Unrealized
CL Colgate-Palmolive Company 0.4%
Value ($000) $2,970 Shares 32,670 Est. Cost $66.99 Unrealized +38.9%
ACGL Arch Capital Group Ltd. 0.4%
Value ($000) $2,921 Shares 31,634 Est. Cost $76.22 Unrealized +28.8%
CVX Chevron Corporation 0.3%
Value ($000) $2,904 Shares 20,051 Est. Cost $122.56 Unrealized +18.7%
TDG TransDigm Group Incorporated 0.3%
Value ($000) $2,881 Shares 2,273 Est. Cost $834.93 Unrealized +47.3%
PAY Paymentus Holdings, Inc Class A 0.3%
Value ($000) $2,827 Shares 86,524 Est. Cost $20.41 Unrealized +45.6%
FTI TechnipFMC plc 0.3%
Value ($000) $2,644 Shares 91,353 Est. Cost $16.68 Unrealized +69.4%
EFG iShares MSCI EAFE Growth ETF 0.3%
Value ($000) $2,579 Shares 26,633 Est. Cost $86.30 Unrealized
PLTR Palantir Technologies Inc. Class A 0.3%
Value ($000) $2,568 Shares 33,961 Est. Cost $26.71 Unrealized +118.0%
LRCX Lam Research Corporation 0.3%
Value ($000) $2,499 Shares 34,600 Est. Cost $74.98 Unrealized 0.0%
KMB Kimberly-Clark Corporation 0.3%
Value ($000) $2,497 Shares 19,055 Est. Cost $116.15 Unrealized +12.0%
VLO Valero Energy Corporation 0.3%
Value ($000) $2,435 Shares 19,859 Est. Cost $104.99 Unrealized +23.0%
WING Wingstop, Inc. 0.3%
Value ($000) $2,390 Shares 8,410 Est. Cost $336.46 Unrealized +1.0%
JPM JPMorgan Chase & Co. 0.3%
Value ($000) $2,287 Shares 9,540 Est. Cost $148.63 Unrealized +53.4%
UFPT UFP Technologies, Inc. 0.3%
Value ($000) $2,246 Shares 9,186 Est. Cost $186.66 Unrealized +55.9%
SE Sea Limited Sponsored ADR Class A 0.3%
Value ($000) $2,229 Shares 21,012 Est. Cost $106.10 Unrealized
SEZL Sezzle Inc. 0.3%
Value ($000) $2,217 Shares 8,667 Est. Cost $24.35 Unrealized +94.0%
FLS Flowserve Corporation 0.3%
Value ($000) $2,211 Shares 38,447 Est. Cost $56.34 Unrealized 0.0%
JNJ Johnson & Johnson 0.3%
Value ($000) $2,208 Shares 15,265 Est. Cost $148.43 Unrealized +0.8%
NRG NRG Energy, Inc. 0.3%
Value ($000) $2,166 Shares 24,009 Est. Cost $76.28 Unrealized +19.6%
SPXC SPX Technologies, Inc. 0.3%
Value ($000) $2,145 Shares 14,740 Est. Cost $106.18 Unrealized
CHRW C.H. Robinson Worldwide, Inc. 0.3%
Value ($000) $2,118 Shares 20,498 Est. Cost $104.85 Unrealized 0.0%
IYW iShares U.S. Technology ETF 0.2%
Value ($000) $2,032 Shares 12,736 Est. Cost $131.98 Unrealized
CALM Cal-Maine Foods, Inc. 0.2%
Value ($000) $1,938 Shares 18,832 Est. Cost $85.43 Unrealized 0.0%
BELFB Bel Fuse Inc. Class B 0.2%
Value ($000) $1,931 Shares 23,415 Est. Cost $56.57 Unrealized +42.5%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,883 Shares 9,945 Est. Cost $133.79 Unrealized +30.2%
HD Home Depot, Inc. 0.2%
Value ($000) $1,882 Shares 4,839 Est. Cost $232.99 Unrealized +70.5%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $1,844 Shares 3,147 Est. Cost $383.78 Unrealized
SKWD Skyward Specialty Insurance Group, Inc. 0.2%
Value ($000) $1,834 Shares 36,282 Est. Cost $41.57 Unrealized +16.8%
IYJ iShares U.S. Industrials ETF 0.2%
Value ($000) $1,813 Shares 13,575 Est. Cost $116.77 Unrealized
CRNT Ceragon Networks Ltd 0.2%
Value ($000) $1,804 Shares 386,197 Est. Cost $3.37 Unrealized 0.0%
TYL Tyler Technologies, Inc. 0.2%
Value ($000) $1,802 Shares 3,125 Est. Cost $392.65 Unrealized +53.9%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,789 Shares 7,843 Est. Cost $187.37 Unrealized +22.9%
ZIM ZIM Integrated Shipping Services Ltd. 0.2%
Value ($000) $1,787 Shares 83,230 Est. Cost $21.98 Unrealized 0.0%
MCD McDonald's Corporation 0.2%
Value ($000) $1,754 Shares 6,050 Est. Cost $197.91 Unrealized +46.6%
EFV iShares MSCI EAFE Value ETF 0.2%
Value ($000) $1,749 Shares 33,333 Est. Cost $48.93 Unrealized
GLD SPDR Gold Shares 0.2%
Value ($000) $1,711 Shares 7,065 Est. Cost $230.65 Unrealized
ELMD Electromed, Inc. 0.2%
Value ($000) $1,666 Shares 56,368 Est. Cost $23.12 Unrealized +13.0%
KLAC KLA Corporation 0.2%
Value ($000) $1,628 Shares 2,583 Est. Cost $296.77 Unrealized +125.5%
CRM Salesforce, Inc. 0.2%
Value ($000) $1,621 Shares 4,848 Est. Cost $214.56 Unrealized +47.6%
LMB Limbach Holdings, Inc. 0.2%
Value ($000) $1,605 Shares 18,760 Est. Cost $63.83 Unrealized +38.1%
FANG Diamondback Energy, Inc. 0.2%
Value ($000) $1,592 Shares 9,718 Est. Cost $188.22 Unrealized -9.2%
GRMN Garmin Ltd. 0.2%
Value ($000) $1,587 Shares 7,692 Est. Cost $192.45 Unrealized 0.0%
KO Coca-Cola Company 0.2%
Value ($000) $1,582 Shares 25,410 Est. Cost $54.00 Unrealized +16.8%
CPRT Copart, Inc. 0.2%
Value ($000) $1,537 Shares 26,785 Est. Cost $46.05 Unrealized +23.7%
CODI Compass Diversified Holdings 0.2%
Value ($000) $1,523 Shares 65,995 Est. Cost $19.28 Unrealized +13.2%
IGIC International General Insurance Holdings Ltd. 0.2%
Value ($000) $1,477 Shares 62,157 Est. Cost $16.41 Unrealized +39.1%
MRK Merck & Co., Inc. 0.2%
Value ($000) $1,468 Shares 14,753 Est. Cost $80.13 Unrealized +23.2%
WLFC Willis Lease Finance Corporation 0.2%
Value ($000) $1,430 Shares 6,890 Est. Cost $145.36 Unrealized +33.7%
WWD Woodward, Inc. 0.2%
Value ($000) $1,410 Shares 8,470 Est. Cost $131.03 Unrealized +29.5%
EMBJ Embraer S.A. Sponsored ADR 0.2%
Value ($000) $1,409 Shares 38,410 Est. Cost $35.47 Unrealized
MLI Mueller Industries, Inc. 0.2%
Value ($000) $1,409 Shares 17,753 Est. Cost $43.13 Unrealized +86.0%
KNSL Kinsale Capital Group, Inc. 0.2%
Value ($000) $1,401 Shares 3,011 Est. Cost $388.05 Unrealized +21.9%
MSTR MicroStrategy Incorporated Class A 0.2%
Value ($000) $1,390 Shares 4,798 Est. Cost $181.12 Unrealized +66.1%
BLD TopBuild Corp. 0.2%
Value ($000) $1,374 Shares 4,414 Est. Cost $292.54 Unrealized +25.3%
IDR Idaho Strategic Resources Inc 0.2%
Value ($000) $1,322 Shares 129,767 Est. Cost $12.39 Unrealized +8.7%
MOD Modine Manufacturing Company 0.2%
Value ($000) $1,255 Shares 10,824 Est. Cost $68.69 Unrealized +87.3%
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $1,218 Shares 5,427 Est. Cost $204.08 Unrealized
VZ Verizon Communications Inc. 0.1%
Value ($000) $1,213 Shares 30,344 Est. Cost $36.17 Unrealized +8.9%
IBM International Business Machines Corporation 0.1%
Value ($000) $1,211 Shares 5,507 Est. Cost $147.09 Unrealized +47.1%
PNTG Pennant Group Inc 0.1%
Value ($000) $1,210 Shares 45,627 Est. Cost $31.10 Unrealized +1.4%
DKS Dick's Sporting Goods, Inc. 0.1%
Value ($000) $1,200 Shares 5,242 Est. Cost $128.35 Unrealized +59.0%
GHM Graham Corporation 0.1%
Value ($000) $1,196 Shares 26,893 Est. Cost $31.27 Unrealized +19.7%
PPC Pilgrim's Pride Corporation 0.1%
Value ($000) $1,194 Shares 26,310 Est. Cost $44.79 Unrealized +8.7%
XLF Financial Select Sector SPDR Fund 0.1%
Value ($000) $1,189 Shares 24,611 Est. Cost $42.98 Unrealized
HCI HCI Group, Inc. 0.1%
Value ($000) $1,162 Shares 9,973 Est. Cost $105.00 Unrealized +8.5%
MSCI MSCI Inc. Class A 0.1%
Value ($000) $1,138 Shares 1,896 Est. Cost $420.67 Unrealized +40.7%
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $1,114 Shares 5,850 Est. Cost $131.32 Unrealized +33.8%
GDDY GoDaddy, Inc. Class A 0.1%
Value ($000) $1,092 Shares 5,532 Est. Cost $146.34 Unrealized +24.9%
BVN Compania de Minas Buenaventura SAA Sponsored ADR 0.1%
Value ($000) $1,089 Shares 94,515 Est. Cost $16.66 Unrealized
ITRI Itron, Inc. 0.1%
Value ($000) $1,076 Shares 9,907 Est. Cost $87.23 Unrealized +28.1%
STLD Steel Dynamics, Inc. 0.1%
Value ($000) $1,070 Shares 9,381 Est. Cost $77.53 Unrealized +68.3%
USLM United States Lime & Minerals, Inc. 0.1%
Value ($000) $1,069 Shares 8,051 Est. Cost $91.20 Unrealized +39.0%
C Citigroup Inc. 0.1%
Value ($000) $1,061 Shares 15,076 Est. Cost $49.89 Unrealized +31.0%
YOU Clear Secure, Inc. Class A 0.1%
Value ($000) $1,056 Shares 39,651 Est. Cost $29.28 Unrealized 0.0%
CAVA CAVA Group, Inc. 0.1%
Value ($000) $1,054 Shares 9,347 Est. Cost $133.35 Unrealized 0.0%
REV Group, Inc. 0.1%
Value ($000) $1,049 Shares 32,926 Est. Cost $26.13 Unrealized
MASI Masimo Corporation 0.1%
Value ($000) $1,043 Shares 6,310 Est. Cost $157.91 Unrealized 0.0%
IESC IES Holdings, Inc. 0.1%
Value ($000) $1,043 Shares 5,190 Est. Cost $181.99 Unrealized +32.1%
EXEL Exelixis, Inc. 0.1%
Value ($000) $1,038 Shares 31,179 Est. Cost $27.07 Unrealized +19.8%
CLMB Climb Global Solutions, Inc. 0.1%
Value ($000) $1,030 Shares 8,126 Est. Cost $102.64 Unrealized +15.0%
EGY VAALCO Energy, Inc. 0.1%
Value ($000) $1,024 Shares 234,412 Est. Cost $4.84 Unrealized +1.6%
LOW Lowe's Companies, Inc. 0.1%
Value ($000) $1,015 Shares 4,111 Est. Cost $209.04 Unrealized +25.1%
KR Kroger Co. 0.1%
Value ($000) $1,013 Shares 16,563 Est. Cost $39.56 Unrealized +44.9%
IDU iShares U.S. Utilities ETF 0.1%
Value ($000) $998 Shares 10,370 Est. Cost $101.14 Unrealized
TLN Talen Energy Corp 0.1%
Value ($000) $994 Shares 4,932 Est. Cost $163.46 Unrealized +19.3%
CSPI CSP Inc. 0.1%
Value ($000) $990 Shares 61,576 Est. Cost $12.83 Unrealized +11.4%
AXP American Express Company 0.1%
Value ($000) $987 Shares 3,326 Est. Cost $188.61 Unrealized +50.4%
Nexxen International Ltd. Sponsored ADR 0.1%
Value ($000) $984 Shares 98,192 Est. Cost $10.02 Unrealized
OGE OGE Energy Corp. 0.1%
Value ($000) $980 Shares 23,756 Est. Cost $39.36 Unrealized +5.8%
XLP Consumer Staples Select Sector SPDR Fund 0.1%
Value ($000) $966 Shares 12,288 Est. Cost $80.80 Unrealized
BRF SA Sponsored ADR 0.1%
Value ($000) $955 Shares 234,706 Est. Cost $3.38 Unrealized
APO Apollo Global Management Inc 0.1%
Value ($000) $942 Shares 5,702 Est. Cost $87.95 Unrealized +77.4%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $925 Shares 22,127 Est. Cost $41.82 Unrealized
STC Stewart Information Services Corporation 0.1%
Value ($000) $925 Shares 13,700 Est. Cost $71.51 Unrealized 0.0%
MA Mastercard Incorporated Class A 0.1%
Value ($000) $910 Shares 1,728 Est. Cost $397.11 Unrealized +29.6%
EGO Eldorado Gold Corporation 0.1%
Value ($000) $905 Shares 60,889 Est. Cost $16.77 Unrealized -1.6%
OKE ONEOK, Inc. 0.1%
Value ($000) $897 Shares 8,935 Est. Cost $61.11 Unrealized +58.5%
BIAUX Brown Advisory Small-Cap Fundamental Value Fund Investor Shs 0.1%
Value ($000) $893 Shares 31,438 Est. Cost $27.72 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $871 Shares 1,480 Est. Cost $429.43 Unrealized
WGROX Wasatch Core Growth Fund 0.1%
Value ($000) $869 Shares 9,674 Est. Cost $73.66 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $868 Shares 3,700 Est. Cost $205.00 Unrealized +21.2%
NEE NextEra Energy, Inc. 0.1%
Value ($000) $866 Shares 12,083 Est. Cost $64.42 Unrealized +16.5%
RVLV Revolve Group, Inc Class A 0.1%
Value ($000) $861 Shares 25,711 Est. Cost $21.37 Unrealized +45.0%
AIT Applied Industrial Technologies, Inc. 0.1%
Value ($000) $853 Shares 3,564 Est. Cost $152.08 Unrealized +62.4%
ADI Analog Devices, Inc. 0.1%
Value ($000) $846 Shares 3,983 Est. Cost $178.49 Unrealized +21.5%
STRL Sterling Infrastructure, Inc. 0.1%
Value ($000) $846 Shares 5,023 Est. Cost $137.62 Unrealized +25.5%
VIRT Virtu Financial, Inc. Class A 0.1%
Value ($000) $843 Shares 23,637 Est. Cost $30.86 Unrealized +11.5%
SCHW Charles Schwab Corp 0.1%
Value ($000) $818 Shares 11,055 Est. Cost $66.81 Unrealized +10.5%
DRI Darden Restaurants, Inc. 0.1%
Value ($000) $816 Shares 4,372 Est. Cost $146.51 Unrealized +11.0%
NFG National Fuel Gas Company 0.1%
Value ($000) $803 Shares 13,240 Est. Cost $56.55 Unrealized +8.4%
UNH UnitedHealth Group Incorporated 0.1%
Value ($000) $803 Shares 1,588 Est. Cost $292.76 Unrealized +88.9%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $801 Shares 14,156 Est. Cost $48.00 Unrealized +9.5%
CAMT Camtek Ltd 0.1%
Value ($000) $799 Shares 9,889 Est. Cost $80.44 Unrealized -2.3%
V Visa Inc. Class A 0.1%
Value ($000) $794 Shares 2,511 Est. Cost $242.67 Unrealized +22.9%
HON Honeywell International Inc. 0.1%
Value ($000) $792 Shares 3,505 Est. Cost $159.95 Unrealized +27.3%
BAC Bank of America Corp 0.1%
Value ($000) $784 Shares 17,844 Est. Cost $31.72 Unrealized +35.0%
BCC Boise Cascade Co. 0.1%
Value ($000) $784 Shares 6,597 Est. Cost $88.92 Unrealized +53.6%
GMED Globus Medical Inc Class A 0.1%
Value ($000) $770 Shares 9,306 Est. Cost $78.87 Unrealized 0.0%
NHC National HealthCare Corporation 0.1%
Value ($000) $769 Shares 7,153 Est. Cost $105.51 Unrealized +15.3%
CLPT ClearPoint Neuro, Inc. 0.1%
Value ($000) $769 Shares 50,000 Est. Cost $6.99 Unrealized +85.3%
LAMR Lamar Advertising Company Class A 0.1%
Value ($000) $767 Shares 6,304 Est. Cost $103.07 Unrealized
SNEX StoneX Group Inc. 0.1%
Value ($000) $766 Shares 7,817 Est. Cost $48.91 Unrealized +28.8%
DIS Walt Disney Company 0.1%
Value ($000) $765 Shares 6,871 Est. Cost $90.87 Unrealized +13.9%
HEI HEICO Corporation 0.1%
Value ($000) $751 Shares 3,158 Est. Cost $203.00 Unrealized +27.6%
PRM Perimeter Solutions Inc 0.1%
Value ($000) $739 Shares 57,847 Est. Cost $13.06 Unrealized 0.0%
IBKR Interactive Brokers Group, Inc. Class A 0.1%
Value ($000) $738 Shares 4,179 Est. Cost $25.29 Unrealized +65.4%
ORI Old Republic International Corporation 0.1%
Value ($000) $735 Shares 20,313 Est. Cost $18.79 Unrealized +67.5%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $726 Shares 11,650 Est. Cost $100.21 Unrealized
Mr. Cooper Group, Inc. 0.1%
Value ($000) $723 Shares 7,528 Est. Cost $92.52 Unrealized
WCN Waste Connections, Inc. 0.1%
Value ($000) $713 Shares 4,156 Est. Cost $141.77 Unrealized +27.4%
AGYS Agilysys, Inc. 0.1%
Value ($000) $713 Shares 5,410 Est. Cost $97.27 Unrealized +25.9%
SPGI S&P Global, Inc. 0.1%
Value ($000) $710 Shares 1,426 Est. Cost $388.21 Unrealized +29.6%
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $676 Shares 3,716 Est. Cost $161.31 Unrealized +17.1%
RDNT RadNet, Inc. 0.1%
Value ($000) $664 Shares 9,501 Est. Cost $33.81 Unrealized +118.2%
CECO CECO Environmental Corp. 0.1%
Value ($000) $659 Shares 21,798 Est. Cost $12.68 Unrealized +124.4%
Unilever PLC Sponsored ADR 0.1%
Value ($000) $652 Shares 11,492 Est. Cost $49.40 Unrealized
ASC Ardmore Shipping Corp. 0.1%
Value ($000) $647 Shares 53,210 Est. Cost $18.47 Unrealized -28.7%
TPG TPG Inc Class A 0.1%
Value ($000) $643 Shares 10,230 Est. Cost $48.27 Unrealized +36.1%
PM Philip Morris International Inc. 0.1%
Value ($000) $642 Shares 5,335 Est. Cost $99.56 Unrealized +21.1%
IYF iShares U.S. Financials ETF 0.1%
Value ($000) $640 Shares 5,788 Est. Cost $110.58 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $632 Shares 5,587 Est. Cost $100.45 Unrealized +12.8%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $628 Shares 2,146 Est. Cost $228.11 Unrealized +26.2%
WMT Walmart Inc. 0.1%
Value ($000) $617 Shares 6,826 Est. Cost $64.86 Unrealized +32.3%
CSW CSW Industrials, Inc. 0.1%
Value ($000) $612 Shares 1,736 Est. Cost $287.84 Unrealized +34.5%
HNNA Hennessy Advisors, Inc. 0.1%
Value ($000) $605 Shares 47,428 Est. Cost $10.83 Unrealized 0.0%
LYTS LSI Industries Inc. 0.1%
Value ($000) $603 Shares 31,064 Est. Cost $14.50 Unrealized +28.0%
WTFC Wintrust Financial Corporation 0.1%
Value ($000) $600 Shares 4,808 Est. Cost $102.96 Unrealized +20.0%
BKH Black Hills Corporation 0.1%
Value ($000) $591 Shares 10,104 Est. Cost $57.33 Unrealized 0.0%
IYC iShares U.S. Consumer Discretionary ETF 0.1%
Value ($000) $589 Shares 6,131 Est. Cost $96.14 Unrealized
EXR Extra Space Storage Inc. 0.1%
Value ($000) $577 Shares 3,856 Est. Cost $142.09 Unrealized +9.3%
FBP First Bancorp 0.1%
Value ($000) $575 Shares 30,954 Est. Cost $13.96 Unrealized +40.2%
QQQ Invesco QQQ Trust Series I 0.1%
Value ($000) $575 Shares 1,124 Est. Cost $511.23 Unrealized
ADBE Adobe Inc. 0.1%
Value ($000) $560 Shares 1,260 Est. Cost $545.42 Unrealized -9.2%
PR Permian Resources Corporation Class A 0.1%
Value ($000) $559 Shares 38,878 Est. Cost $13.75 Unrealized +5.4%
UEC Uranium Energy Corp. 0.1%
Value ($000) $553 Shares 82,708 Est. Cost $5.60 Unrealized +36.8%
ICE Intercontinental Exchange, Inc. 0.1%
Value ($000) $542 Shares 3,635 Est. Cost $110.43 Unrealized +41.5%
YUM Yum! Brands, Inc. 0.1%
Value ($000) $540 Shares 4,028 Est. Cost $83.46 Unrealized +58.5%
GPC Genuine Parts Company 0.1%
Value ($000) $527 Shares 4,516 Est. Cost $139.78 Unrealized -14.0%
NSA National Storage Affiliates Trust 0.1%
Value ($000) $522 Shares 13,766 Est. Cost $40.47 Unrealized
TTEK Tetra Tech, Inc. 0.1%
Value ($000) $520 Shares 13,050 Est. Cost $42.62 Unrealized +5.3%
EAT Brinker International, Inc. 0.1%
Value ($000) $507 Shares 3,836 Est. Cost $112.55 Unrealized 0.0%
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $507 Shares 7,558 Est. Cost $59.72 Unrealized
PCAR PACCAR Inc 0.1%
Value ($000) $496 Shares 4,771 Est. Cost $82.23 Unrealized +26.3%
TK Teekay Corporation Ltd 0.1%
Value ($000) $492 Shares 70,963 Est. Cost $8.07 Unrealized -4.4%
IYE iShares U.S. Energy ETF 0.1%
Value ($000) $480 Shares 10,537 Est. Cost $45.57 Unrealized
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $480 Shares 8,100 Est. Cost $50.08 Unrealized +10.6%
NSRGY Nestle S.A. Sponsored ADR 0.1%
Value ($000) $473 Shares 5,793 Est. Cost $113.17 Unrealized
RTX RTX Corporation 0.1%
Value ($000) $448 Shares 3,873 Est. Cost $81.24 Unrealized +45.6%
BSX Boston Scientific Corporation 0.1%
Value ($000) $444 Shares 4,970 Est. Cost $53.93 Unrealized +63.2%
ODFL Old Dominion Freight Line, Inc. 0.1%
Value ($000) $443 Shares 2,512 Est. Cost $200.93 Unrealized +0.6%
HBB Hamilton Beach Brands Holding Co. Class A 0.1%
Value ($000) $442 Shares 26,233 Est. Cost $20.65 Unrealized +8.4%
NVO Novo Nordisk A/S Sponsored ADR Class B 0.1%
Value ($000) $437 Shares 5,082 Est. Cost $126.05 Unrealized
AMKR Amkor Technology, Inc. 0.1%
Value ($000) $431 Shares 16,795 Est. Cost $23.98 Unrealized +11.7%
ESOA Energy Services of America Corporation 0.1%
Value ($000) $429 Shares 34,000 Est. Cost $7.38 Unrealized +74.5%
GTY Getty Realty Corp. 0.0%
Value ($000) $415 Shares 13,759 Est. Cost $28.11 Unrealized
HSY Hershey Company 0.0%
Value ($000) $411 Shares 2,427 Est. Cost $149.51 Unrealized +15.6%
ELF e.l.f. Beauty, Inc. 0.0%
Value ($000) $404 Shares 3,217 Est. Cost $104.83 Unrealized +14.4%
SANM Sanmina Corporation 0.0%
Value ($000) $403 Shares 5,326 Est. Cost $63.01 Unrealized +18.4%
GASS StealthGas Inc. 0.0%
Value ($000) $394 Shares 69,686 Est. Cost $6.79 Unrealized -13.9%
LEN Lennar Corporation Class A 0.0%
Value ($000) $388 Shares 2,848 Est. Cost $164.24 Unrealized -2.7%
FIS Fidelity National Information Services, Inc. 0.0%
Value ($000) $388 Shares 4,807 Est. Cost $56.13 Unrealized +49.5%
NDSN Nordson Corporation 0.0%
Value ($000) $387 Shares 1,848 Est. Cost $220.40 Unrealized +10.1%
COO Cooper Companies, Inc. 0.0%
Value ($000) $383 Shares 4,168 Est. Cost $97.95 Unrealized +4.0%
LPG Dorian LPG Ltd. 0.0%
Value ($000) $383 Shares 15,705 Est. Cost $27.21 Unrealized +2.8%
SHIP Seanergy Maritime Holdings Corp. 0.0%
Value ($000) $375 Shares 54,001 Est. Cost $9.71 Unrealized
GBDC Golub Capital BDC, Inc. 0.0%
Value ($000) $370 Shares 24,394 Est. Cost $11.55 Unrealized +16.2%
NOC Northrop Grumman Corp. 0.0%
Value ($000) $366 Shares 781 Est. Cost $278.24 Unrealized +77.2%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $363 Shares 4,070 Est. Cost $86.56 Unrealized +9.5%
TXN Texas Instruments Incorporated 0.0%
Value ($000) $356 Shares 1,899 Est. Cost $142.44 Unrealized +35.6%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $343 Shares 1,750 Est. Cost $117.80 Unrealized
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $334 Shares 565 Est. Cost $449.31 Unrealized +59.5%
DOX Amdocs Limited 0.0%
Value ($000) $331 Shares 3,889 Est. Cost $85.88 Unrealized -0.8%
BIIB Biogen Inc. 0.0%
Value ($000) $331 Shares 2,164 Est. Cost $267.47 Unrealized -36.9%
ORCL Oracle Corporation 0.0%
Value ($000) $326 Shares 1,958 Est. Cost $112.78 Unrealized +55.9%
NOW ServiceNow, Inc. 0.0%
Value ($000) $325 Shares 307 Est. Cost $116.72 Unrealized +73.6%
MATX Matson, Inc. 0.0%
Value ($000) $324 Shares 2,401 Est. Cost $98.28 Unrealized +45.9%
NDAQ Nasdaq, Inc. 0.0%
Value ($000) $323 Shares 4,180 Est. Cost $51.21 Unrealized +48.9%
WLDN Willdan Group, Inc. 0.0%
Value ($000) $311 Shares 8,154 Est. Cost $36.22 Unrealized +18.4%
VEU Vanguard FTSE All-World ex-US Index Fund 0.0%
Value ($000) $303 Shares 5,286 Est. Cost $57.41 Unrealized
CMRE Costamare Inc. 0.0%
Value ($000) $300 Shares 23,370 Est. Cost $13.91 Unrealized -4.0%
CPRX Catalyst Pharmaceuticals, Inc. 0.0%
Value ($000) $296 Shares 14,163 Est. Cost $13.92 Unrealized +54.4%
COP ConocoPhillips 0.0%
Value ($000) $295 Shares 2,976 Est. Cost $75.09 Unrealized +36.3%
CNR Core Natural Resources, Inc. 0.0%
Value ($000) $295 Shares 2,765 Est. Cost $114.39 Unrealized 0.0%
ACWI iShares MSCI ACWI ETF 0.0%
Value ($000) $295 Shares 2,510 Est. Cost $117.50 Unrealized
CASY Casey's General Stores, Inc. 0.0%
Value ($000) $292 Shares 738 Est. Cost $270.43 Unrealized +48.1%
CDRE Cadre Holdings, Inc. 0.0%
Value ($000) $288 Shares 8,928 Est. Cost $35.08 Unrealized -0.1%
ETR Entergy Corporation 0.0%
Value ($000) $283 Shares 3,726 Est. Cost $69.96 Unrealized 0.0%
NVMI Nova Ltd. 0.0%
Value ($000) $281 Shares 1,425 Est. Cost $157.89 Unrealized +21.7%
ABR Arbor Realty Trust Inc 0.0%
Value ($000) $280 Shares 20,240 Est. Cost $12.35 Unrealized
DTM DT Midstream, Inc. 0.0%
Value ($000) $273 Shares 2,748 Est. Cost $91.78 Unrealized 0.0%
ACIW ACI Worldwide, Inc. 0.0%
Value ($000) $272 Shares 5,234 Est. Cost $53.19 Unrealized 0.0%
Synovus Financial Corp. 0.0%
Value ($000) $267 Shares 5,208 Est. Cost $40.06 Unrealized
MTZ MasTec, Inc. 0.0%
Value ($000) $265 Shares 1,945 Est. Cost $101.02 Unrealized +32.7%
DD DuPont de Nemours, Inc. 0.0%
Value ($000) $260 Shares 3,416 Est. Cost $31.56 Unrealized +7.2%
PFSI PennyMac Financial Services, Inc. 0.0%
Value ($000) $255 Shares 2,500 Est. Cost $73.15 Unrealized +40.7%
FTNT Fortinet, Inc. 0.0%
Value ($000) $253 Shares 2,683 Est. Cost $68.76 Unrealized +29.3%
HESM Hess Midstream LP Class A 0.0%
Value ($000) $251 Shares 6,780 Est. Cost $32.37 Unrealized 0.0%
TSLA Tesla, Inc. 0.0%
Value ($000) $251 Shares 621 Est. Cost $321.74 Unrealized 0.0%
JBL Jabil Inc. 0.0%
Value ($000) $247 Shares 1,719 Est. Cost $130.90 Unrealized 0.0%
APPF AppFolio Inc Class A 0.0%
Value ($000) $247 Shares 1,000 Est. Cost $215.65 Unrealized +8.6%
BMI Badger Meter, Inc. 0.0%
Value ($000) $245 Shares 1,156 Est. Cost $215.93 Unrealized 0.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $237 Shares 266 Est. Cost $82.31 Unrealized 0.0%
DAL Delta Air Lines, Inc. 0.0%
Value ($000) $233 Shares 3,853 Est. Cost $58.33 Unrealized 0.0%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $232 Shares 1,921 Est. Cost $118.77 Unrealized +21.2%
AIG American International Group, Inc. 0.0%
Value ($000) $229 Shares 3,150 Est. Cost $60.81 Unrealized +20.5%
BDC Belden Inc. 0.0%
Value ($000) $227 Shares 2,014 Est. Cost $119.14 Unrealized 0.0%
BJ BJ's Wholesale Club Holdings, Inc. 0.0%
Value ($000) $223 Shares 2,496 Est. Cost $90.40 Unrealized 0.0%
CDE Coeur Mining, Inc. 0.0%
Value ($000) $220 Shares 38,465 Est. Cost $6.23 Unrealized +3.9%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 0.0%
Value ($000) $217 Shares 1,098 Est. Cost $197.49 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $216 Shares 4,510 Est. Cost $47.86 Unrealized
ESI Element Solutions Inc 0.0%
Value ($000) $216 Shares 8,475 Est. Cost $26.63 Unrealized 0.0%
PPG PPG Industries, Inc. 0.0%
Value ($000) $215 Shares 1,800 Est. Cost $133.03 Unrealized -8.6%
NOG Northern Oil and Gas, Inc. 0.0%
Value ($000) $214 Shares 5,758 Est. Cost $39.19 Unrealized 0.0%
CARR Carrier Global Corp. 0.0%
Value ($000) $212 Shares 3,110 Est. Cost $68.53 Unrealized +8.6%
POAHY Porsche Automobil Holding SE Unsponsored ADR 0.0%
Value ($000) $211 Shares 56,024 Est. Cost $5.65 Unrealized
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $210 Shares 394 Est. Cost $330.58 Unrealized +59.2%
PFE Pfizer Inc. 0.0%
Value ($000) $208 Shares 7,840 Est. Cost $30.57 Unrealized -17.8%
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 0.0%
Value ($000) $206 Shares 2,203 Est. Cost $93.68 Unrealized
WM Waste Management, Inc. 0.0%
Value ($000) $206 Shares 1,022 Est. Cost $191.03 Unrealized +10.5%
BLBD Blue Bird Corporation 0.0%
Value ($000) $206 Shares 5,336 Est. Cost $49.40 Unrealized -15.5%
BRX Brixmor Property Group, Inc. 0.0%
Value ($000) $203 Shares 7,279 Est. Cost $27.84 Unrealized
CWB SPDR Bloomberg Convertible Securities ETF 0.0%
Value ($000) $201 Shares 2,578 Est. Cost $77.89 Unrealized
GNW Genworth Financial, Inc. 0.0%
Value ($000) $192 Shares 27,472 Est. Cost $5.80 Unrealized +23.7%
CIFR Cipher Mining Inc 0.0%
Value ($000) $168 Shares 36,274 Est. Cost $4.30 Unrealized +32.0%
ARCO Arcos Dorados Holdings, Inc. Class A 0.0%
Value ($000) $162 Shares 22,258 Est. Cost $8.23 Unrealized +0.1%
WT WisdomTree, Inc. 0.0%
Value ($000) $160 Shares 15,226 Est. Cost $7.40 Unrealized +46.3%
STNE StoneCo Ltd. Class A 0.0%
Value ($000) $147 Shares 18,404 Est. Cost $16.61 Unrealized
NTIC Northern Technologies International Corporation 0.0%
Value ($000) $135 Shares 10,000 Est. Cost $16.25 Unrealized -19.8%
SXC SunCoke Energy, Inc. 0.0%
Value ($000) $121 Shares 11,323 Est. Cost $9.74 Unrealized +10.0%
DHT DHT Holdings, Inc. 0.0%
Value ($000) $106 Shares 11,360 Est. Cost $6.38 Unrealized +50.6%
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $97 Shares 10,313 Est. Cost $12.05 Unrealized 0.0%
Benguet Corp. Class B 0.0%
Value ($000) $2 Shares 30,000 Est. Cost $0.07 Unrealized
SVA Sinovac Biotech Ltd. 0.0%
Value ($000) $0 Shares 14,167 Est. Cost $7.79 Unrealized -16.9%