Williams Jones Wealth Management, LLC. Diversified Active

CIK: 0001788587 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $8,362,580 (100.0% shares, 0.0% debt)

Holdings (510)

MSFT MICROSOFT CORP COM 5.4%
Value ($000) $447,523 Shares 899,706 Est. Cost $181.40 Unrealized +138.4%
COST COSTCO WHSL CORP NEW COM 5.2%
Value ($000) $432,284 Shares 436,677 Est. Cost $263.73 Unrealized +275.7%
AAPL APPLE INC COM 5.1%
Value ($000) $424,960 Shares 2,071,258 Est. Cost $93.62 Unrealized +115.1%
V VISA INC COM CL A 4.7%
Value ($000) $392,156 Shares 1,104,508 Est. Cost $173.90 Unrealized +99.5%
NVDA NVIDIA CORP COM 3.7%
Value ($000) $306,535 Shares 1,940,216 Est. Cost $93.93 Unrealized +34.0%
INTU INTUIT COM 3.0%
Value ($000) $247,914 Shares 314,759 Est. Cost $338.80 Unrealized +99.1%
AMZN AMAZON COM INC COM 2.9%
Value ($000) $242,402 Shares 1,104,891 Est. Cost $128.81 Unrealized +53.6%
GOOGL ALPHABET INC CAP STK CL A 2.8%
Value ($000) $235,345 Shares 1,335,441 Est. Cost $106.47 Unrealized +53.4%
ECL ECOLAB INC COM 2.3%
Value ($000) $195,924 Shares 727,152 Est. Cost $187.58 Unrealized +34.5%
ETN EATON CORP PLC SHS 2.1%
Value ($000) $178,197 Shares 499,165 Est. Cost $197.36 Unrealized +55.4%
ADP AUTOMATIC DATA PROCESSING INC 2.1%
Value ($000) $175,937 Shares 570,482 Est. Cost $144.43 Unrealized +109.3%
JPM JPMORGAN CHASE & CO COM 2.0%
Value ($000) $165,908 Shares 572,275 Est. Cost $99.55 Unrealized +153.8%
AVGO BROADCOM INC 1.9%
Value ($000) $157,473 Shares 571,279 Est. Cost $152.26 Unrealized +41.8%
TJX TJX COS INC NEW COM 1.8%
Value ($000) $149,249 Shares 1,208,594 Est. Cost $51.47 Unrealized +144.6%
IDXX IDEXX LABS INC COM 1.8%
Value ($000) $148,828 Shares 277,488 Est. Cost $278.27 Unrealized +71.8%
ACN ACCENTURE PLC IRELAND SHS CLAS 1.7%
Value ($000) $143,715 Shares 480,828 Est. Cost $201.21 Unrealized +50.5%
ROP ROPER TECHNOLOGIES INC COM 1.6%
Value ($000) $132,465 Shares 233,690 Est. Cost $395.23 Unrealized +42.2%
ZTS ZOETIS INC CL A 1.6%
Value ($000) $130,351 Shares 835,850 Est. Cost $121.28 Unrealized +29.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.5%
Value ($000) $129,185 Shares 265,938 Est. Cost $233.29 Unrealized +117.7%
APO APOLLO GLOBAL MGMT INC COM CL 1.5%
Value ($000) $127,187 Shares 896,505 Est. Cost $90.35 Unrealized +45.4%
MTD METTLER TOLEDO INTERNATIONAL C 1.5%
Value ($000) $123,564 Shares 105,186 Est. Cost $734.27 Unrealized +52.2%
HD HOME DEPOT INC COM 1.3%
Value ($000) $111,238 Shares 303,399 Est. Cost $208.39 Unrealized +70.8%
ORLY O REILLY AUTOMOTIVE INC NEW CO 1.3%
Value ($000) $110,911 Shares 1,230,568 Est. Cost $89.52 Unrealized +1.9%
ISRG INTUITIVE SURGICAL INC COM NEW 1.3%
Value ($000) $105,570 Shares 194,274 Est. Cost $378.16 Unrealized +38.3%
ATR APTARGROUP INC COM 1.3%
Value ($000) $105,406 Shares 673,820 Est. Cost $113.48 Unrealized +31.6%
SHW SHERWIN-WILLIAMS CO 1.2%
Value ($000) $104,081 Shares 303,124 Est. Cost $249.59 Unrealized +38.0%
DOV DOVER CORP COM 1.2%
Value ($000) $98,909 Shares 539,808 Est. Cost $87.65 Unrealized +97.0%
STE STERIS PLC SHS USD 1.2%
Value ($000) $98,553 Shares 410,261 Est. Cost $152.44 Unrealized +52.1%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $95,012 Shares 535,609 Est. Cost $108.24 Unrealized +52.3%
DHR DANAHER CORP DEL COM 1.0%
Value ($000) $86,733 Shares 439,065 Est. Cost $134.30 Unrealized +43.7%
APH AMPHENOL CORP NEW CL A 1.0%
Value ($000) $84,305 Shares 853,720 Est. Cost $51.43 Unrealized +58.2%
CTAS CINTAS CORP COM 1.0%
Value ($000) $84,096 Shares 377,333 Est. Cost $165.64 Unrealized +29.3%
IGSB ISHARES SHORT-TERM CORP B 1.0%
Value ($000) $82,764 Shares 1,568,693 Est. Cost $50.51 Unrealized
UBER UBER TECHNOLOGIES INC COM 1.0%
Value ($000) $80,612 Shares 864,005 Est. Cost $72.25 Unrealized +13.9%
TTD THE TRADE DESK INC COM CL A 1.0%
Value ($000) $80,530 Shares 1,118,632 Est. Cost $60.48 Unrealized +5.6%
ALC ALCON AG ORD SHS 1.0%
Value ($000) $80,321 Shares 909,848 Est. Cost $59.00 Unrealized +51.8%
BX BLACKSTONE GROUP INC 0.9%
Value ($000) $77,969 Shares 521,253 Est. Cost $41.34 Unrealized +226.9%
LLY LILLY ELI & CO COM 0.8%
Value ($000) $69,902 Shares 89,672 Est. Cost $681.75 Unrealized +13.4%
WSO WATSCO INC COM 0.8%
Value ($000) $65,971 Shares 149,383 Est. Cost $471.39 Unrealized -1.6%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $61,555 Shares 402,976 Est. Cost $119.90 Unrealized +25.8%
MKC MCCORMICK & CO INC COM NON VTG 0.7%
Value ($000) $59,099 Shares 779,466 Est. Cost $78.60 Unrealized -6.6%
PWR QUANTA SVCS INC COM 0.7%
Value ($000) $56,638 Shares 149,804 Est. Cost $142.48 Unrealized +125.1%
EPD ENTERPRISE PRODS PARTNERS L P 0.6%
Value ($000) $48,542 Shares 1,565,353 Est. Cost $26.69 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.6%
Value ($000) $46,579 Shares 174,544 Est. Cost $72.86 Unrealized +253.5%
TMO THERMO FISHER SCIENTIFIC INC C 0.5%
Value ($000) $44,422 Shares 109,559 Est. Cost $313.19 Unrealized +33.2%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $44,266 Shares 62,545 Est. Cost $416.83 Unrealized +37.2%
VRT VERTIV HOLDINGS CO-A 0.5%
Value ($000) $42,261 Shares 329,110 Est. Cost $70.86 Unrealized +37.1%
PEP PEPSICO INC COM 0.5%
Value ($000) $41,962 Shares 317,797 Est. Cost $117.66 Unrealized +11.4%
ONEXF ONEX CORP SUB VTG 0.5%
Value ($000) $41,279 Shares 500,983 Est. Cost $61.82 Unrealized +17.8%
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $40,653 Shares 127,447 Est. Cost $118.62 Unrealized +135.5%
SYY SYSCO CORP COM 0.5%
Value ($000) $38,073 Shares 502,677 Est. Cost $73.47 Unrealized -3.2%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $34,400 Shares 319,105 Est. Cost $63.06 Unrealized +65.7%
IBM INTERNATIONAL BUSINESS MACHS C 0.4%
Value ($000) $32,854 Shares 111,451 Est. Cost $147.63 Unrealized +71.9%
AMGN AMGEN INC COM 0.4%
Value ($000) $30,458 Shares 109,088 Est. Cost $231.23 Unrealized +20.1%
LRCX LAM RESEARCH CORP COM 0.3%
Value ($000) $28,692 Shares 294,764 Est. Cost $76.05 Unrealized +3.7%
J JACOBS SOLUTIONS INC 0.3%
Value ($000) $25,687 Shares 195,410 Est. Cost $100.31 Unrealized +22.2%
PIMCO DYNM INC STRGY-USD INC 0.3%
Value ($000) $25,246 Shares 1,024,181 Est. Cost $19.83 Unrealized
SYK STRYKER CORP COM 0.3%
Value ($000) $24,654 Shares 62,315 Est. Cost $203.85 Unrealized +82.3%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.3%
Value ($000) $24,625 Shares 43,351 Est. Cost $308.90 Unrealized
IAU ISHARES COMEX GOLD TR ISHARES 0.3%
Value ($000) $24,485 Shares 392,635 Est. Cost $54.56 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.3%
Value ($000) $23,688 Shares 38,340 Est. Cost $309.52 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $23,655 Shares 106,615 Est. Cost $94.73 Unrealized +132.9%
ABT ABBOTT LABS COM 0.3%
Value ($000) $23,648 Shares 173,866 Est. Cost $97.39 Unrealized +34.1%
HYG ISHARES TR HIGH YLD CORP 0.3%
Value ($000) $23,106 Shares 286,500 Est. Cost $75.15 Unrealized
FTNT FORTINET INC COM 0.3%
Value ($000) $22,999 Shares 217,547 Est. Cost $52.37 Unrealized +92.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $21,864 Shares 30 Est. Cost $366289.72 Unrealized +108.0%
CIEN CIENA CORP COM NEW 0.3%
Value ($000) $21,592 Shares 265,488 Est. Cost $59.18 Unrealized +21.2%
ORCL ORACLE CORP COM 0.2%
Value ($000) $19,844 Shares 90,763 Est. Cost $54.04 Unrealized +197.5%
ROL ROLLINS INC COM 0.2%
Value ($000) $19,377 Shares 343,444 Est. Cost $30.78 Unrealized +81.0%
VRSK VERISK ANALYTICS INC CL A 0.2%
Value ($000) $19,051 Shares 61,159 Est. Cost $287.92 Unrealized +4.8%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $18,986 Shares 184,817 Est. Cost $107.12 Unrealized -8.5%
AON AON PLC CLASS-A ORDINARY SHARE 0.2%
Value ($000) $17,799 Shares 49,891 Est. Cost $194.71 Unrealized +85.6%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $17,594 Shares 3,039 Est. Cost $4955.25 Unrealized +2.8%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $16,646 Shares 315,376 Est. Cost $76.16 Unrealized -37.5%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $16,109 Shares 120,820 Est. Cost $72.92 Unrealized +55.7%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $15,232 Shares 73,365 Est. Cost $114.50 Unrealized +52.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $15,163 Shares 103,841 Est. Cost $71.96 Unrealized +83.1%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $14,940 Shares 44,978 Est. Cost $209.54 Unrealized +34.7%
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $14,896 Shares 203,531 Est. Cost $57.61 Unrealized +16.9%
ET ENERGY TRANSFER LP 0.2%
Value ($000) $14,577 Shares 804,031 Est. Cost $11.46 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $14,467 Shares 101,034 Est. Cost $106.86 Unrealized +28.2%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $14,381 Shares 204,368 Est. Cost $58.82 Unrealized -8.4%
GWW GRAINGER W W INC COM 0.2%
Value ($000) $14,036 Shares 13,493 Est. Cost $256.65 Unrealized +302.6%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $13,821 Shares 19,788 Est. Cost $210.64 Unrealized +198.3%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $13,634 Shares 141,280 Est. Cost $85.75 Unrealized +3.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $13,123 Shares 56,352 Est. Cost $157.85 Unrealized +26.5%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $12,954 Shares 58,608 Est. Cost $185.34 Unrealized +13.5%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $12,776 Shares 51,672 Est. Cost $134.10 Unrealized +76.9%
META META PLATFORMS INC 0.1%
Value ($000) $12,427 Shares 16,837 Est. Cost $484.40 Unrealized +27.3%
ACGL ARCH CAP GROUP LTD ORD 0.1%
Value ($000) $11,823 Shares 129,849 Est. Cost $37.77 Unrealized +144.3%
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $11,345 Shares 112,380 Est. Cost $99.13 Unrealized -3.0%
CLH CLEAN HARBORS INC COM 0.1%
Value ($000) $11,342 Shares 49,062 Est. Cost $240.83 Unrealized -9.1%
MLM MARTIN MARIETTA MATERIALS 0.1%
Value ($000) $11,295 Shares 20,576 Est. Cost $433.26 Unrealized +21.5%
TTEK TETRA TECH INC NEW COM 0.1%
Value ($000) $10,961 Shares 304,804 Est. Cost $44.28 Unrealized -24.8%
ABBV ABBVIE INC COM 0.1%
Value ($000) $10,694 Shares 57,614 Est. Cost $73.95 Unrealized +147.0%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $10,677 Shares 73,400 Est. Cost $73.40 Unrealized +101.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $10,595 Shares 152,712 Est. Cost $44.18 Unrealized +36.7%
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $10,551 Shares 16,993 Est. Cost $301.44 Unrealized
DELL DELL INC COM 0.1%
Value ($000) $10,193 Shares 83,140 Est. Cost $123.75 Unrealized -18.1%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $9,960 Shares 45,695 Est. Cost $114.36 Unrealized +78.6%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $9,539 Shares 41,688 Est. Cost $191.94 Unrealized +19.6%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $9,325 Shares 5,193 Est. Cost $1066.63 Unrealized +66.7%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $9,018 Shares 37,850 Est. Cost $124.09 Unrealized +94.6%
CMG CHIPOTLE MEXICAN GRILL INC CL 0.1%
Value ($000) $8,928 Shares 159,000 Est. Cost $61.44 Unrealized -17.2%
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $8,737 Shares 33,945 Est. Cost $63.38 Unrealized +244.9%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $8,464 Shares 93,113 Est. Cost $62.77 Unrealized +43.4%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $8,462 Shares 53,111 Est. Cost $122.40 Unrealized +31.4%
AMLP ALPS ETF TR ALERIAN MLP 0.1%
Value ($000) $8,097 Shares 165,713 Est. Cost $47.14 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $8,000 Shares 100,921 Est. Cost $77.80 Unrealized -1.6%
DE DEERE & CO COM 0.1%
Value ($000) $7,859 Shares 15,456 Est. Cost $170.14 Unrealized +184.9%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $7,716 Shares 148,936 Est. Cost $60.09 Unrealized -10.5%
KO COCA COLA CO COM 0.1%
Value ($000) $7,688 Shares 108,668 Est. Cost $46.74 Unrealized +49.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $7,547 Shares 211,450 Est. Cost $37.56 Unrealized -9.7%
VYM VANGUARD HIGH DIV YLD ETF 0.1%
Value ($000) $7,504 Shares 56,290 Est. Cost $87.00 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $7,313 Shares 58,975 Est. Cost $131.54 Unrealized -21.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $7,210 Shares 39,589 Est. Cost $79.29 Unrealized +111.1%
VGT VANGUARD WORLD FDS INF TECH ET 0.1%
Value ($000) $6,969 Shares 10,507 Est. Cost $435.77 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $6,649 Shares 12,566 Est. Cost $178.22 Unrealized +133.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $6,570 Shares 28,556 Est. Cost $176.29 Unrealized +23.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $6,547 Shares 81,710 Est. Cost $53.38 Unrealized +33.3%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $6,539 Shares 21,452 Est. Cost $182.46 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $6,246 Shares 16,089 Est. Cost $137.07 Unrealized +141.4%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $6,197 Shares 11,235 Est. Cost $232.68 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $6,118 Shares 4,569 Est. Cost $45.82 Unrealized +146.8%
NKE NIKE INC CL B 0.1%
Value ($000) $6,108 Shares 85,977 Est. Cost $88.44 Unrealized -33.2%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $5,928 Shares 72,626 Est. Cost $58.91 Unrealized +36.9%
VTXPF VICTREX PLC 0.1%
Value ($000) $5,773 Shares 542,862 Est. Cost $24.98 Unrealized -58.3%
WEX WEX INC COM 0.1%
Value ($000) $5,754 Shares 39,171 Est. Cost $207.14 Unrealized -35.2%
FLO FLOWERS FOODS INC COM 0.1%
Value ($000) $5,575 Shares 348,878 Est. Cost $22.30 Unrealized -26.6%
VFIAX VANGUARD 500 INDEX FUND - ADM 0.1%
Value ($000) $5,413 Shares 9,453 Est. Cost $354.01 Unrealized
IBB ISHARES TR NASDAQ BIOTECH INDX 0.1%
Value ($000) $5,071 Shares 40,085 Est. Cost $103.09 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $4,920 Shares 51,194 Est. Cost $71.46 Unrealized +36.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $4,864 Shares 17,245 Est. Cost $241.45 Unrealized +11.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $4,829 Shares 26,380 Est. Cost $190.36 Unrealized -17.3%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.1%
Value ($000) $4,800 Shares 18,954 Est. Cost $93.94 Unrealized
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $4,703 Shares 5,250 Est. Cost $323.74 Unrealized +131.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $4,587 Shares 21,259 Est. Cost $167.32 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $4,568 Shares 8,129 Est. Cost $320.16 Unrealized +72.3%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $4,528 Shares 57,206 Est. Cost $73.80 Unrealized +4.9%
QTRX QUANTERIX CORP COM 0.1%
Value ($000) $4,495 Shares 676,014 Est. Cost $12.71 Unrealized -56.2%
AZO AUTOZONE INC COM 0.1%
Value ($000) $4,432 Shares 1,194 Est. Cost $2745.08 Unrealized +34.3%
MDY SPDR S&P MIDCAP 400 INDEX 0.1%
Value ($000) $4,394 Shares 7,756 Est. Cost $362.22 Unrealized
WMB WILLIAMS COS INC DEL COM 0.1%
Value ($000) $4,373 Shares 69,620 Est. Cost $41.35 Unrealized +39.5%
VTSAX VANGUARD INDEX FDS TOT STKIDX 0.1%
Value ($000) $4,277 Shares 28,896 Est. Cost $89.85 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $4,187 Shares 172,715 Est. Cost $36.85 Unrealized -39.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $4,165 Shares 22,342 Est. Cost $127.18 Unrealized +30.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $4,060 Shares 3,949 Est. Cost $130.46 Unrealized +44.6%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $4,054 Shares 124,966 Est. Cost $40.09 Unrealized -26.0%
ACI ALBERTSONS COS INC CLASS A 0.0%
Value ($000) $4,015 Shares 186,675 Est. Cost $19.06 Unrealized +11.2%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $3,749 Shares 43,402 Est. Cost $61.49 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $3,738 Shares 78,984 Est. Cost $25.74 Unrealized +61.0%
BN BROOKFIELD CORPORATION 0.0%
Value ($000) $3,718 Shares 60,115 Est. Cost $22.69 Unrealized +62.7%
EWG ISHARES MSCI GERMANY 0.0%
Value ($000) $3,713 Shares 87,765 Est. Cost $42.31 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $3,705 Shares 15,214 Est. Cost $221.27 Unrealized +4.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $3,577 Shares 11,467 Est. Cost $320.56 Unrealized +17.0%
AB ALLIANCEBERNSTEIN HOLDING LP U 0.0%
Value ($000) $3,332 Shares 81,600 Est. Cost $32.29 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3,311 Shares 7,148 Est. Cost $370.92 Unrealized +23.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $3,182 Shares 6,035 Est. Cost $345.92 Unrealized +43.6%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $3,181 Shares 8,223 Est. Cost $519.74 Unrealized -25.9%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $3,084 Shares 16,968 Est. Cost $119.13 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $3,047 Shares 16,606 Est. Cost $97.15 Unrealized +75.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2,977 Shares 12,509 Est. Cost $104.72 Unrealized +96.8%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $2,943 Shares 10,072 Est. Cost $201.14 Unrealized +50.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $2,863 Shares 55,573 Est. Cost $33.12 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2,849 Shares 13,041 Est. Cost $94.58 Unrealized +103.8%
BINC BLACKROCK ETF TRUST II FLEXIBL 0.0%
Value ($000) $2,768 Shares 52,392 Est. Cost $52.62 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $2,701 Shares 9,379 Est. Cost $177.80 Unrealized +39.5%
MCO MOODYS CORP 0.0%
Value ($000) $2,683 Shares 5,349 Est. Cost $332.68 Unrealized +38.6%
FCNTX FIDELITY CONTRAFUND INC COM 0.0%
Value ($000) $2,585 Shares 110,782 Est. Cost $16.48 Unrealized
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $2,539 Shares 7,993 Est. Cost $247.77 Unrealized +21.6%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $2,513 Shares 21,297 Est. Cost $123.70 Unrealized -10.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $2,486 Shares 54,933 Est. Cost $36.58 Unrealized +11.4%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $2,388 Shares 22,949 Est. Cost $106.65 Unrealized -5.7%
CI CIGNA CORPORATION COM 0.0%
Value ($000) $2,291 Shares 6,931 Est. Cost $162.65 Unrealized +95.4%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $2,268 Shares 46,800 Est. Cost $48.46 Unrealized
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $2,244 Shares 7,719 Est. Cost $166.17 Unrealized +42.8%
CIBR FIRST TRUST NASDAQ CYBERSECURI 0.0%
Value ($000) $2,243 Shares 29,673 Est. Cost $63.82 Unrealized
AWK AMERICAN WTR WKS CO INC NEW CO 0.0%
Value ($000) $2,218 Shares 15,947 Est. Cost $108.38 Unrealized +30.2%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $2,207 Shares 4,305 Est. Cost $562.84 Unrealized -17.2%
VIG VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $2,198 Shares 10,738 Est. Cost $133.07 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $2,186 Shares 22,359 Est. Cost $54.42 Unrealized +74.1%
LHX L3HARRIS TECHNOLOGY INC 0.0%
Value ($000) $2,144 Shares 8,546 Est. Cost $219.55 Unrealized +3.4%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $2,141 Shares 25,651 Est. Cost $82.27 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $2,116 Shares 15,020 Est. Cost $60.93 Unrealized +98.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $2,084 Shares 30,022 Est. Cost $62.40 Unrealized +9.1%
LIN LINDE PUBLIC LTD 0.0%
Value ($000) $2,066 Shares 4,403 Est. Cost $324.18 Unrealized +39.5%
VST VISTRA ENERGY CORP COM 0.0%
Value ($000) $2,058 Shares 10,618 Est. Cost $110.25 Unrealized +33.7%
ENOV ENOVIS CORP 0.0%
Value ($000) $2,053 Shares 65,462 Est. Cost $63.98 Unrealized -48.3%
HPQ HP INC 0.0%
Value ($000) $2,038 Shares 83,301 Est. Cost $32.06 Unrealized -22.9%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $1,995 Shares 15,475 Est. Cost $114.45 Unrealized +15.1%
FDGRX FIDELITY GROWTH CO FUND 0.0%
Value ($000) $1,974 Shares 47,049 Est. Cost $19.44 Unrealized
NYVTX DAVIS NY VENTURE FD INC CL A 0.0%
Value ($000) $1,954 Shares 74,191 Est. Cost $25.95 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $1,933 Shares 16,160 Est. Cost $82.28 Unrealized +36.2%
CSX CSX CORP COM 0.0%
Value ($000) $1,900 Shares 58,242 Est. Cost $27.85 Unrealized +6.9%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1,891 Shares 6,921 Est. Cost $148.90 Unrealized +67.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $1,875 Shares 12,656 Est. Cost $105.88 Unrealized +36.2%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $1,860 Shares 90,957 Est. Cost $13.96 Unrealized +18.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $1,801 Shares 10,993 Est. Cost $148.87 Unrealized +2.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $1,781 Shares 26,411 Est. Cost $54.74 Unrealized +19.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,775 Shares 6,935 Est. Cost $167.56 Unrealized +39.1%
XLF SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $1,747 Shares 33,357 Est. Cost $35.91 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value ($000) $1,733 Shares 5,702 Est. Cost $237.28 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,720 Shares 6,148 Est. Cost $220.31 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1,717 Shares 10,339 Est. Cost $65.15 Unrealized +127.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $1,713 Shares 19,094 Est. Cost $68.19 Unrealized +29.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1,657 Shares 3,942 Est. Cost $187.30 Unrealized +121.6%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $1,643 Shares 86,628 Est. Cost $17.28 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $1,569 Shares 6,621 Est. Cost $168.13 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $1,545 Shares 15,682 Est. Cost $82.91 Unrealized +7.9%
XLC SELECT SECTOR SPDR TR COMMUNIC 0.0%
Value ($000) $1,528 Shares 14,075 Est. Cost $80.30 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $1,521 Shares 4,713 Est. Cost $216.43 Unrealized +21.9%
TWCUX AMERICAN CENTY MUT FDS INC ULT 0.0%
Value ($000) $1,515 Shares 15,820 Est. Cost $48.67 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDX 0.0%
Value ($000) $1,513 Shares 5,320 Est. Cost $247.06 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1,505 Shares 1,997 Est. Cost $352.29 Unrealized +88.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1,504 Shares 9,442 Est. Cost $92.40 Unrealized +56.9%
BA BOEING CO COM 0.0%
Value ($000) $1,462 Shares 6,978 Est. Cost $197.54 Unrealized -4.4%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1,453 Shares 8,019 Est. Cost $122.89 Unrealized +46.4%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $1,432 Shares 9,782 Est. Cost $122.47 Unrealized +13.9%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,422 Shares 12,051 Est. Cost $79.17 Unrealized +45.8%
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $1,404 Shares 24,624 Est. Cost $49.96 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $1,385 Shares 11,612 Est. Cost $80.91 Unrealized +35.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1,373 Shares 9,676 Est. Cost $138.13 Unrealized -21.2%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $1,361 Shares 5,482 Est. Cost $229.88 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $1,358 Shares 10,010 Est. Cost $85.04 Unrealized +58.8%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $1,341 Shares 11,078 Est. Cost $86.84 Unrealized
SWPPX SCHWAB CAP TR S&P 500IDX SEL 0.0%
Value ($000) $1,323 Shares 13,800 Est. Cost $81.73 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $1,297 Shares 7,525 Est. Cost $99.45 Unrealized +82.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1,290 Shares 16,500 Est. Cost $79.68 Unrealized -6.4%
WTS WATTS WATER TECHNOLOGIES A 0.0%
Value ($000) $1,279 Shares 5,200 Est. Cost $92.88 Unrealized +142.2%
T AT&T INC COM 0.0%
Value ($000) $1,276 Shares 44,087 Est. Cost $21.34 Unrealized +26.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1,275 Shares 22,800 Est. Cost $58.74 Unrealized -4.4%
VLCAX VANGUARD INDEX FDS LCP INDX AD 0.0%
Value ($000) $1,267 Shares 8,789 Est. Cost $68.87 Unrealized
BXSL BLACKSTONE SECD LENDING FD COM 0.0%
Value ($000) $1,254 Shares 40,767 Est. Cost $23.97 Unrealized +17.2%
VCR VANGUARD WORLD CONSUMER DISC E 0.0%
Value ($000) $1,235 Shares 3,409 Est. Cost $312.88 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $1,199 Shares 7,227 Est. Cost $198.68 Unrealized -18.7%
FXAIX FIDELITY CONCORD STR TR 500 ID 0.0%
Value ($000) $1,193 Shares 5,522 Est. Cost $135.63 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $1,177 Shares 16,415 Est. Cost $48.93 Unrealized +39.3%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1,170 Shares 4,040 Est. Cost $224.76 Unrealized +27.7%
GLW CORNING INC COM 0.0%
Value ($000) $1,166 Shares 22,177 Est. Cost $25.73 Unrealized +80.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1,153 Shares 28,022 Est. Cost $21.27 Unrealized +71.9%
LVMUY LVMH MOET HENNESSY LOU VUITTON 0.0%
Value ($000) $1,149 Shares 10,940 Est. Cost $130.37 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $1,141 Shares 4,160 Est. Cost $115.77 Unrealized +111.9%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $1,125 Shares 47,660 Est. Cost $26.97 Unrealized -22.5%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $1,113 Shares 36,787 Est. Cost $38.21 Unrealized -22.9%
XBI SPDR S&P BIOTECHNOLOGY ETF 0.0%
Value ($000) $1,109 Shares 13,376 Est. Cost $87.89 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $1,095 Shares 2,149 Est. Cost $309.17 Unrealized +40.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,087 Shares 11,867 Est. Cost $79.71 Unrealized +6.9%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1,084 Shares 3,716 Est. Cost $238.46 Unrealized +14.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $1,073 Shares 7,806 Est. Cost $130.87 Unrealized +4.0%
TGT TARGET CORP COM 0.0%
Value ($000) $1,067 Shares 10,812 Est. Cost $151.25 Unrealized -38.3%
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.0%
Value ($000) $1,063 Shares 4,491 Est. Cost $236.66 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1,027 Shares 5,962 Est. Cost $227.68 Unrealized -20.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $1,024 Shares 6,293 Est. Cost $220.33 Unrealized -19.8%
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $1,021 Shares 3,647 Est. Cost $216.13 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT - 0.0%
Value ($000) $1,021 Shares 18,464 Est. Cost $28.96 Unrealized +81.5%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $1,017 Shares 5,398 Est. Cost $138.05 Unrealized +34.6%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1,017 Shares 8,818 Est. Cost $67.57 Unrealized +48.0%
MDCKF CHAPTERS GROUP AG SHS 0.0%
Value ($000) $1,008 Shares 20,350 Est. Cost $17.27 Unrealized +144.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $989 Shares 2,260 Est. Cost $120.52 Unrealized +226.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $987 Shares 16,123 Est. Cost $56.54 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $984 Shares 29,022 Est. Cost $26.56 Unrealized +28.2%
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $943 Shares 2,151 Est. Cost $317.96 Unrealized
VHC VIRNETX HOLDING CORP 0.0%
Value ($000) $913 Shares 84,165 Est. Cost $6.74 Unrealized +28.2%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $907 Shares 33,000 Est. Cost $58.55 Unrealized -46.4%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $895 Shares 3,410 Est. Cost $199.50 Unrealized +21.2%
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $882 Shares 8,884 Est. Cost $111.44 Unrealized
PSNL PERSONALIS INC COM 0.0%
Value ($000) $880 Shares 134,072 Est. Cost $4.56 Unrealized +1.8%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $878 Shares 3,080 Est. Cost $134.04 Unrealized +26.3%
XLY SELECT SECTOR SPDR TR SBI CONS 0.0%
Value ($000) $877 Shares 4,035 Est. Cost $129.47 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $867 Shares 4,074 Est. Cost $180.55 Unrealized +2.5%
BLK BLACKROCK INC COM 0.0%
Value ($000) $861 Shares 821 Est. Cost $840.24 Unrealized +11.0%
COO COOPER COS INC COM NEW 0.0%
Value ($000) $854 Shares 12,000 Est. Cost $96.75 Unrealized -20.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $851 Shares 11,421 Est. Cost $54.37 Unrealized +21.7%
PEYAX PUTNAM EQUITY INCOME FD NEW CL 0.0%
Value ($000) $848 Shares 23,079 Est. Cost $25.00 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $848 Shares 19,592 Est. Cost $41.21 Unrealized +1.5%
BF/B BROWN-FORMAN CORP - CLASS B 0.0%
Value ($000) $843 Shares 31,326 Est. Cost $62.29 Unrealized -49.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $841 Shares 14,344 Est. Cost $36.01 Unrealized +55.4%
CBOE CBOE GLOBAL MARKETS INC COM 0.0%
Value ($000) $837 Shares 3,590 Est. Cost $113.61 Unrealized +95.6%
GBTC GRAYSCALE BITCOIN TRUST ETF SH 0.0%
Value ($000) $828 Shares 9,755 Est. Cost $28.28 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $816 Shares 24,860 Est. Cost $32.81 Unrealized
SONY SONY GROUP CORP SP ADR 0.0%
Value ($000) $812 Shares 31,205 Est. Cost $33.33 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $806 Shares 1,100 Est. Cost $168.92 Unrealized +316.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $798 Shares 1,596 Est. Cost $394.56 Unrealized +23.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $768 Shares 4,345 Est. Cost $146.64 Unrealized
WIGRX WASATCH FDS TR CRE GWTH INSTL 0.0%
Value ($000) $759 Shares 8,663 Est. Cost $82.98 Unrealized
BIV VANGUARD BD INDEX FD INC INTER 0.0%
Value ($000) $759 Shares 9,816 Est. Cost $72.31 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $742 Shares 2,876 Est. Cost $190.81 Unrealized +24.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $740 Shares 3,675 Est. Cost $104.33 Unrealized +88.7%
NUE NUCOR CORP COM 0.0%
Value ($000) $738 Shares 5,700 Est. Cost $53.65 Unrealized +115.3%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $738 Shares 10,050 Est. Cost $37.24 Unrealized +87.9%
DHI D R HORTON INC 0.0%
Value ($000) $738 Shares 5,724 Est. Cost $68.14 Unrealized +79.5%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $729 Shares 5,057 Est. Cost $47.62 Unrealized +144.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $722 Shares 3,304 Est. Cost $156.07 Unrealized +43.0%
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $718 Shares 3,279 Est. Cost $196.24 Unrealized
NOSIX NORTHERN FDS STK INDEX FD 0.0%
Value ($000) $717 Shares 11,403 Est. Cost $35.32 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $716 Shares 7,294 Est. Cost $105.06 Unrealized +2.0%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $706 Shares 41,998 Est. Cost $36.16 Unrealized -62.6%
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.0%
Value ($000) $698 Shares 26,338 Est. Cost $40.04 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $698 Shares 6,338 Est. Cost $85.05 Unrealized
PDFS PDF SOLUTIONS INC COM 0.0%
Value ($000) $684 Shares 32,000 Est. Cost $23.11 Unrealized -18.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $684 Shares 6,170 Est. Cost $62.08 Unrealized +68.1%
SCHX SCHWAB STRATEGIC TR US LRG CAP 0.0%
Value ($000) $683 Shares 27,965 Est. Cost $30.42 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $681 Shares 8,731 Est. Cost $71.26 Unrealized +6.4%
FTV FORTIVE CORP COM 0.0%
Value ($000) $673 Shares 12,903 Est. Cost $46.62 Unrealized +12.0%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $672 Shares 9,074 Est. Cost $71.08 Unrealized -2.2%
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $664 Shares 7,825 Est. Cost $81.71 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $662 Shares 6,688 Est. Cost $62.06 Unrealized +53.8%
ANSYS INC COM 0.0%
Value ($000) $661 Shares 1,883 Est. Cost $248.24 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $659 Shares 8,193 Est. Cost $59.86 Unrealized +26.7%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $648 Shares 5,450 Est. Cost $94.57 Unrealized +21.8%
AIG AMERICAN INTL GROUP INC COM NE 0.0%
Value ($000) $636 Shares 7,436 Est. Cost $53.48 Unrealized +53.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $631 Shares 4,763 Est. Cost $91.52 Unrealized +43.5%
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value ($000) $628 Shares 784 Est. Cost $653.83 Unrealized
MATX MATSON INC COM 0.0%
Value ($000) $627 Shares 5,635 Est. Cost $81.70 Unrealized +32.6%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $624 Shares 8,861 Est. Cost $54.00 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $617 Shares 9,945 Est. Cost $94.50 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $614 Shares 4,984 Est. Cost $95.68 Unrealized -2.6%
TSM TAIWAN SEMICONDUCTOR MFG CO SP 0.0%
Value ($000) $612 Shares 2,703 Est. Cost $162.70 Unrealized
BND VANGUARD TOTAL BOND MARKET FUN 0.0%
Value ($000) $608 Shares 8,261 Est. Cost $74.65 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $606 Shares 18,487 Est. Cost $17.27 Unrealized +77.1%
ALSN ALLISON TRANSMISSION HLDGS INC 0.0%
Value ($000) $602 Shares 6,334 Est. Cost $41.93 Unrealized +128.7%
PLD PROLOGIS INC COM 0.0%
Value ($000) $600 Shares 5,707 Est. Cost $90.44 Unrealized +13.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $595 Shares 2,280 Est. Cost $193.64 Unrealized +32.2%
WAMVX WASATCH FUNDS TR MICRO CAP VAL 0.0%
Value ($000) $589 Shares 142,593 Est. Cost $3.76 Unrealized
TRBCX T ROWE PR BLUE CHIP GROW 0.0%
Value ($000) $589 Shares 2,933 Est. Cost $130.96 Unrealized
SGOIX FIRST EAGLE OVERSEAS - I 0.0%
Value ($000) $585 Shares 19,898 Est. Cost $28.58 Unrealized
HESS CORP COM 0.0%
Value ($000) $580 Shares 4,185 Est. Cost $77.72 Unrealized
VIMAX VANGUARD MID CAP INDEX FUND AD 0.0%
Value ($000) $579 Shares 1,671 Est. Cost $228.82 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $579 Shares 2,163 Est. Cost $161.51 Unrealized +61.4%
IJR ISHARES TR S&P SMALL CAP 600 0.0%
Value ($000) $576 Shares 5,269 Est. Cost $84.01 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $574 Shares 6,305 Est. Cost $39.62 Unrealized +111.9%
ITOT ISHARES TR CORE S&P TTL STK 0.0%
Value ($000) $572 Shares 4,237 Est. Cost $135.04 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $559 Shares 3,317 Est. Cost $147.00 Unrealized +2.7%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $556 Shares 21,908 Est. Cost $20.73 Unrealized +19.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $556 Shares 4,076 Est. Cost $60.22 Unrealized +94.8%
SEEGX JPMORGAN TR II LARGE CAP GR S 0.0%
Value ($000) $549 Shares 6,463 Est. Cost $41.94 Unrealized
CHTR CHARTER COMMUNICATIONS INC DEL 0.0%
Value ($000) $546 Shares 1,335 Est. Cost $486.17 Unrealized -21.3%
TOTL SPDR DOUBLELINE TOTAL RETURN T 0.0%
Value ($000) $536 Shares 13,375 Est. Cost $38.65 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $535 Shares 4,306 Est. Cost $95.18 Unrealized +27.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $527 Shares 8,613 Est. Cost $46.97 Unrealized
CPB THE CAMPBELL'S COMPANY 0.0%
Value ($000) $526 Shares 17,163 Est. Cost $39.86 Unrealized -13.9%
CME CME GROUP INC COM 0.0%
Value ($000) $520 Shares 1,888 Est. Cost $177.79 Unrealized +51.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $520 Shares 2,792 Est. Cost $75.38 Unrealized +103.8%
AGG ISHARES BARCLAYS AGGREGATE 0.0%
Value ($000) $513 Shares 5,176 Est. Cost $99.02 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $513 Shares 978 Est. Cost $591.83 Unrealized -6.0%
HLIEX JPMORGAN TR II EQTY INCOME SL 0.0%
Value ($000) $513 Shares 20,358 Est. Cost $19.11 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $511 Shares 2,443 Est. Cost $88.55 Unrealized +116.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $505 Shares 1,134 Est. Cost $285.56 Unrealized +61.4%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $503 Shares 1,846 Est. Cost $225.18 Unrealized +18.1%
PRGFX PRICE T ROWE GROWTH STK FD INC 0.0%
Value ($000) $498 Shares 4,483 Est. Cost $69.70 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $498 Shares 3,101 Est. Cost $130.97 Unrealized 0.0%
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $491 Shares 3,856 Est. Cost $118.63 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $489 Shares 2,736 Est. Cost $159.70 Unrealized +5.3%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $486 Shares 5,331 Est. Cost $61.35 Unrealized +35.5%
MMM 3M CO COM 0.0%
Value ($000) $483 Shares 3,175 Est. Cost $113.00 Unrealized +25.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $482 Shares 7,030 Est. Cost $27.24 Unrealized +0.3%
MFA MFA FINL INC COM 0.0%
Value ($000) $479 Shares 50,662 Est. Cost $5.02 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $479 Shares 2,731 Est. Cost $147.35 Unrealized +17.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $475 Shares 890 Est. Cost $140.86 Unrealized +248.0%
MSCI MSCI INC COM 0.0%
Value ($000) $474 Shares 821 Est. Cost $434.22 Unrealized +26.5%
RSG REPUBLIC SERVICES INC CL A 0.0%
Value ($000) $463 Shares 1,876 Est. Cost $154.98 Unrealized +58.2%
AME AMETEK INC NEW COM 0.0%
Value ($000) $459 Shares 2,537 Est. Cost $104.54 Unrealized +63.8%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $454 Shares 10,019 Est. Cost $29.61 Unrealized +47.9%
CYRX CRYOPORT INC COM PAR $0.001 0.0%
Value ($000) $452 Shares 60,548 Est. Cost $40.68 Unrealized -84.7%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $451 Shares 8,691 Est. Cost $66.63 Unrealized -20.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $447 Shares 2,660 Est. Cost $114.85 Unrealized +28.1%
HAYPP GROUP AB ORDF 0.0%
Value ($000) $445 Shares 31,500 Est. Cost $7.05 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $442 Shares 2,162 Est. Cost $171.15 Unrealized +8.5%
VGHAX VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $442 Shares 6,030 Est. Cost $93.13 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $439 Shares 5,524 Est. Cost $36.45 Unrealized +105.6%
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $430 Shares 18,025 Est. Cost $21.04 Unrealized -6.0%
VBIAX VANGUARD BALANCED INDEX-ADM 0.0%
Value ($000) $421 Shares 8,444 Est. Cost $46.30 Unrealized
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value ($000) $418 Shares 3,682 Est. Cost $81.83 Unrealized
VTCLX VANGUARD TAX MANAGED INTL FD C 0.0%
Value ($000) $414 Shares 1,300 Est. Cost $153.17 Unrealized
NPO ENPRO INDS INC COM 0.0%
Value ($000) $409 Shares 2,133 Est. Cost $108.15 Unrealized +58.1%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $407 Shares 29,700 Est. Cost $11.97 Unrealized 0.0%
FKU FIRST TRUST UNITED KINGDOM ALP 0.0%
Value ($000) $399 Shares 8,500 Est. Cost $46.89 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $397 Shares 3,935 Est. Cost $170.72 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $395 Shares 2,938 Est. Cost $102.02 Unrealized +19.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $394 Shares 5,635 Est. Cost $65.88 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $392 Shares 4,279 Est. Cost $55.47 Unrealized +58.0%
EOSE EOS ENERGY ENTERPRISES INC COM 0.0%
Value ($000) $392 Shares 76,500 Est. Cost $4.19 Unrealized +17.0%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $392 Shares 25,640 Est. Cost $15.17 Unrealized -3.1%
AGTHX GROWTH FD AMER INC COM 0.0%
Value ($000) $381 Shares 4,632 Est. Cost $82.20 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $376 Shares 6,000 Est. Cost $47.88 Unrealized +27.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $373 Shares 12,470 Est. Cost $28.34 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $373 Shares 6,243 Est. Cost $27.52 Unrealized
FCX FREEPORT-MCMORAN INC. 0.0%
Value ($000) $368 Shares 8,489 Est. Cost $40.32 Unrealized -6.5%
EFX EQUIFAX INC COM 0.0%
Value ($000) $365 Shares 1,408 Est. Cost $144.05 Unrealized +75.6%
FNV FRANCO NEVADA CORP COM 0.0%
Value ($000) $365 Shares 2,226 Est. Cost $139.74 Unrealized +18.2%
ULTA ULTA SALON COSMETCS & FRAG INC 0.0%
Value ($000) $363 Shares 775 Est. Cost $303.42 Unrealized +36.3%
FRFHF FAIRFAX FINL HLDGS LTD SUB VTG 0.0%
Value ($000) $361 Shares 200 Est. Cost $1014.79 Unrealized +58.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $359 Shares 8,037 Est. Cost $41.96 Unrealized +6.5%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $357 Shares 2,830 Est. Cost $108.10 Unrealized +3.8%
VDIGX VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $356 Shares 9,799 Est. Cost $36.02 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.0%
Value ($000) $354 Shares 4,818 Est. Cost $107.49 Unrealized -31.0%
LGVAX LEGG MASON GLOBAL ASSET MGMT T 0.0%
Value ($000) $348 Shares 3,583 Est. Cost $93.62 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $343 Shares 4,528 Est. Cost $69.06 Unrealized +5.1%
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $341 Shares 5,331 Est. Cost $63.94 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $340 Shares 16,246 Est. Cost $21.04 Unrealized +5.3%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $339 Shares 12,585 Est. Cost $26.75 Unrealized
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $337 Shares 2,200 Est. Cost $118.99 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $332 Shares 6,000 Est. Cost $47.28 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $330 Shares 7,854 Est. Cost $18.29 Unrealized +119.3%
ITT ITT INC 0.0%
Value ($000) $329 Shares 2,096 Est. Cost $98.13 Unrealized +45.1%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $328 Shares 9,713 Est. Cost $39.01 Unrealized -13.0%
PRDGX ROWE T PRICE DIVID GROWTH FD C 0.0%
Value ($000) $323 Shares 3,916 Est. Cost $46.27 Unrealized
FENI FIDELITY ENHANCED INTERNATIONA 0.0%
Value ($000) $321 Shares 9,664 Est. Cost $33.26 Unrealized
STAA STAAR SURGICAL CO COM PAR $0.0 0.0%
Value ($000) $317 Shares 18,900 Est. Cost $107.29 Unrealized -83.6%
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $315 Shares 2,610 Est. Cost $47.67 Unrealized +153.0%
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $314 Shares 2,972 Est. Cost $70.27 Unrealized +30.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $311 Shares 4,505 Est. Cost $121.80 Unrealized
IVE ISHARES TR S&P 500 VALUE 0.0%
Value ($000) $304 Shares 1,554 Est. Cost $136.90 Unrealized
IGV ISHARES S&P NA TECH-SOFTWARE 0.0%
Value ($000) $303 Shares 2,770 Est. Cost $88.99 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $302 Shares 3,798 Est. Cost $79.40 Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $300 Shares 780 Est. Cost $231.67 Unrealized +52.4%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $299 Shares 21,181 Est. Cost $15.55 Unrealized -17.3%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $297 Shares 3,680 Est. Cost $183.74 Unrealized -65.4%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $292 Shares 2,500 Est. Cost $115.39 Unrealized 0.0%
IWF ISHARES TR RUSSELL 1000 GROWTH 0.0%
Value ($000) $291 Shares 685 Est. Cost $378.93 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $290 Shares 649 Est. Cost $378.47 Unrealized +14.8%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $289 Shares 3,223 Est. Cost $66.46 Unrealized +26.5%
UAL UNITED CONTL HLDGS INC COM 0.0%
Value ($000) $288 Shares 3,612 Est. Cost $83.76 Unrealized -12.0%
TBIL US TREASURY 3 MONTH BILL ETF 0.0%
Value ($000) $287 Shares 5,750 Est. Cost $49.99 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $287 Shares 3,993 Est. Cost $66.36 Unrealized +8.4%
JPST JP MORGAN EXCHANGE TRADED FD U 0.0%
Value ($000) $287 Shares 5,668 Est. Cost $50.19 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $287 Shares 2,362 Est. Cost $128.26 Unrealized -8.2%
MUB ISHARES S&P NAT MUNI BOND FD 0.0%
Value ($000) $282 Shares 2,700 Est. Cost $104.48 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $280 Shares 1,231 Est. Cost $185.46 Unrealized +16.0%
PEG PUBLIC SVC ENTERPRISE GROUP CO 0.0%
Value ($000) $277 Shares 3,295 Est. Cost $48.93 Unrealized +61.3%
MFEGX MFS SER TR II EMERGNG GRWT A 0.0%
Value ($000) $276 Shares 1,411 Est. Cost $195.57 Unrealized
FNDX SCHWAB STRATEGIC TR SCHWAB FDT 0.0%
Value ($000) $272 Shares 11,097 Est. Cost $34.33 Unrealized
SCZ ISHARES TR MSCI SMALL CAP 0.0%
Value ($000) $269 Shares 3,700 Est. Cost $72.69 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $269 Shares 8,032 Est. Cost $31.25 Unrealized -2.9%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $267 Shares 770 Est. Cost $250.44 Unrealized +46.9%
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $266 Shares 6,549 Est. Cost $33.82 Unrealized +12.2%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.0%
Value ($000) $264 Shares 1,960 Est. Cost $129.95 Unrealized
PIMCO DYNAMIC INCOME OPRNTS FD 0.0%
Value ($000) $260 Shares 19,275 Est. Cost $12.07 Unrealized
TOYOF TOYOTA MOTOR CORP COM 0.0%
Value ($000) $259 Shares 15,000 Est. Cost $16.52 Unrealized +9.8%
CWGIX CAPITAL WORLD GROWTH & INCOME 0.0%
Value ($000) $258 Shares 3,630 Est. Cost $71.14 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $255 Shares 2,778 Est. Cost $55.02 Unrealized +59.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $255 Shares 3,738 Est. Cost $55.31 Unrealized +22.6%
COR CENCORA INC 0.0%
Value ($000) $254 Shares 848 Est. Cost $249.56 Unrealized +14.9%
BALL BALL CORP 0.0%
Value ($000) $253 Shares 4,506 Est. Cost $69.12 Unrealized -25.2%
SOXX ISHARES TR S&P NA TECH-SEMICON 0.0%
Value ($000) $251 Shares 1,050 Est. Cost $238.70 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $250 Shares 3,370 Est. Cost $66.86 Unrealized +2.2%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $250 Shares 4,288 Est. Cost $55.98 Unrealized 0.0%
VIGAX VANGUARD INDEX FDS GRW INDEX A 0.0%
Value ($000) $249 Shares 1,104 Est. Cost $190.95 Unrealized
VHCIX VANGUARD WORLD FDS HLTHCR INDX 0.0%
Value ($000) $249 Shares 2,000 Est. Cost $135.45 Unrealized
NUVEEN NEW YORK ATM-FREE MUNI 0.0%
Value ($000) $247 Shares 24,966 Est. Cost $10.36 Unrealized
BHP BHP BILLITON LTD SPONSORED ADR 0.0%
Value ($000) $244 Shares 5,069 Est. Cost $64.19 Unrealized
JJSF J & J SNACK FOODS CORP COM 0.0%
Value ($000) $241 Shares 2,129 Est. Cost $126.57 Unrealized -6.1%
VXUS VANGUARD STAR FD VG TL INTL ST 0.0%
Value ($000) $241 Shares 3,493 Est. Cost $57.96 Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $241 Shares 3,300 Est. Cost $83.82 Unrealized -17.9%
TR TOOTSIE ROLL INDS INC COM 0.0%
Value ($000) $241 Shares 7,197 Est. Cost $31.46 Unrealized +5.0%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $233 Shares 3,015 Est. Cost $77.31 Unrealized
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $228 Shares 650 Est. Cost $351.00 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $228 Shares 2,197 Est. Cost $93.64 Unrealized +8.9%
VBK VANGUARD INDEX FDS SML CP GRW 0.0%
Value ($000) $228 Shares 822 Est. Cost $276.83 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMAL 0.0%
Value ($000) $228 Shares 7,624 Est. Cost $29.84 Unrealized
ACM AECOM TECHNOLOGY CORP DELAWARE 0.0%
Value ($000) $226 Shares 2,000 Est. Cost $107.82 Unrealized -4.4%
SHY ISHARES LEHMAN 1-3 YR TREASURY 0.0%
Value ($000) $224 Shares 2,701 Est. Cost $82.86 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $224 Shares 402 Est. Cost $468.65 Unrealized +25.0%
ARES DYNAMIC CR ALLOCATION FD 0.0%
Value ($000) $219 Shares 15,435 Est. Cost $12.90 Unrealized
FLOT ISHARES TR FLTG RATE BD ETF 0.0%
Value ($000) $217 Shares 4,252 Est. Cost $50.79 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $213 Shares 1,600 Est. Cost $116.65 Unrealized 0.0%
WEN WENDYS CO COM 0.0%
Value ($000) $211 Shares 18,500 Est. Cost $22.19 Unrealized -45.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $210 Shares 254 Est. Cost $680.44 Unrealized 0.0%
RAL RALLIANT CORP 0.0%
Value ($000) $209 Shares 4,300 Est. Cost $49.24 Unrealized 0.0%
SNXFX SCHWAB INVTS 1000 INDEX INV 0.0%
Value ($000) $207 Shares 1,553 Est. Cost $133.52 Unrealized
AMCFX AMCAP FD INC SHS CL F-2 0.0%
Value ($000) $206 Shares 4,581 Est. Cost $44.95 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $205 Shares 1,582 Est. Cost $120.19 Unrealized 0.0%
FTRNX FIDELITY TREND FD INC COM 0.0%
Value ($000) $204 Shares 1,076 Est. Cost $189.87 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $172 Shares 11,717 Est. Cost $13.42 Unrealized +0.6%
FMAGX FIDELITY MAGELLAN FD COM 0.0%
Value ($000) $165 Shares 10,503 Est. Cost $11.96 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $165 Shares 18,429 Est. Cost $10.09 Unrealized -18.8%
PSTKX PIMCO FDS PAC INVT MGMT SER ST 0.0%
Value ($000) $162 Shares 12,201 Est. Cost $12.40 Unrealized
THCIX THORNBURG INV TR CORE PLUS BON 0.0%
Value ($000) $161 Shares 15,446 Est. Cost $10.44 Unrealized
DOUBLELINE INCOME SOLUTIONS FD 0.0%
Value ($000) $157 Shares 12,822 Est. Cost $11.72 Unrealized
NMFC NEW MOUNTAIN FIN CORP COM 0.0%
Value ($000) $148 Shares 14,000 Est. Cost $6.74 Unrealized +39.6%
XNXNX NUVEEN N Y SELECT TAX FREE INC 0.0%
Value ($000) $140 Shares 12,000 Est. Cost $11.64 Unrealized
MFIC MIDCAP FINANCIAL INVESTMENT CO 0.0%
Value ($000) $138 Shares 10,901 Est. Cost $11.85 Unrealized -4.9%
PENNX ROYCE FD PENN MUT INV 0.0%
Value ($000) $130 Shares 14,481 Est. Cost $9.13 Unrealized
INVESCO VAN KAMPEN ADV MUNI IN 0.0%
Value ($000) $126 Shares 15,000 Est. Cost $8.45 Unrealized
BLACKROCK MUNIHOLDINGS CA INSU 0.0%
Value ($000) $106 Shares 10,275 Est. Cost $10.14 Unrealized
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $102 Shares 21,240 Est. Cost $4.42 Unrealized
TIYRX TIAA-CREF FUNDS NUVEEN HIGH YD 0.0%
Value ($000) $99 Shares 11,113 Est. Cost $8.94 Unrealized
FRFZX PRUDENTIAL INV PORTFOLIOS 14 P 0.0%
Value ($000) $93 Shares 10,262 Est. Cost $9.14 Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC 0.0%
Value ($000) $92 Shares 101,300 Est. Cost $2.34 Unrealized -74.6%
HENDERSON GLOBAL FDS GLOBAL EQ 0.0%
Value ($000) $77 Shares 11,291 Est. Cost $6.80 Unrealized
MATV SCHWEITZER-MAUDUIT INTL INC CO 0.0%
Value ($000) $75 Shares 11,027 Est. Cost $22.23 Unrealized -74.7%
HL HECLA MINING CO 0.0%
Value ($000) $71 Shares 11,795 Est. Cost $5.54 Unrealized -0.5%
TELFY TELEFONICA SA ADR 0.0%
Value ($000) $60 Shares 11,377 Est. Cost $5.15 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $48 Shares 11,019 Est. Cost $6.90 Unrealized -43.8%
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $7.28 Unrealized -48.6%
CMTL COMTECH TELECOM CORP 0.0%
Value ($000) $37 Shares 15,000 Est. Cost $2.98 Unrealized -39.6%
ATAI LIFE SCIENCES NV SHS 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $7.65 Unrealized
CYDY CYTODYN INC COM 0.0%
Value ($000) $12 Shares 45,001 Est. Cost $0.16 Unrealized +90.4%
HRBR HARBOR DIVERSIFIED INC COM 0.0%
Value ($000) $10 Shares 20,000 Est. Cost $2.13 Unrealized -78.7%
NWBO NORTHWEST BIOTHERAPEUTICS INC 0.0%
Value ($000) $6 Shares 27,000 Est. Cost $0.30 Unrealized -10.2%
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $3 Shares 10,253 Est. Cost $0.29 Unrealized
DRONE DELIVERY CDA CORP COM & 0.0%
Value ($000) $2 Shares 11,120 Est. Cost $0.27 Unrealized
XERI XERIANT INC COM 0.0%
Value ($000) $2 Shares 150,288 Est. Cost $0.04 Unrealized -67.9%
ISLET SCIENCES INC COM 0.0%
Value ($000) $1 Shares 101,582 Est. Cost Unrealized
APPLIED MINERALS INC COM 0.0%
Value ($000) $0 Shares 4,008,601 Est. Cost $0.02 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.19 Unrealized -94.8%
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
RGIN REGENICIN INC 0.0%
Value ($000) $0 Shares 75,000 Est. Cost $0.00 Unrealized 0.0%
GTSWF GETSWIFT TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 20,714 Est. Cost $1.45 Unrealized -100.0%