Jackson, Grant Investment Advisers, Inc. Diversified Active

CIK: 0001650300 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $299,431 (100.0% shares, 0.0% debt)

Holdings (413)

SPY SPDR S&P 500 ETF TR 13.4%
Value ($000) $40,182 Shares 60,317 Est. Cost $237.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 9.7%
Value ($000) $28,995 Shares 152,849 Est. Cost $116.89 Unrealized
SDY SPDR SERIES TRUST 8.2%
Value ($000) $24,600 Shares 175,650 Est. Cost $83.42 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 7.3%
Value ($000) $21,985 Shares 101,880 Est. Cost $163.33 Unrealized
VO VANGUARD INDEX FDS 5.0%
Value ($000) $15,032 Shares 51,175 Est. Cost $238.33 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $9,363 Shares 18,078 Est. Cost $112.79 Unrealized +351.0%
SPLV INVESCO EXCH TRADED FD TR II 2.7%
Value ($000) $8,173 Shares 111,232 Est. Cost $52.25 Unrealized
ABBV ABBVIE INC 2.4%
Value ($000) $7,281 Shares 31,444 Est. Cost $45.38 Unrealized +345.0%
DVY ISHARES TR 1.9%
Value ($000) $5,805 Shares 40,852 Est. Cost $84.78 Unrealized
SPYM SPDR SERIES TRUST 1.9%
Value ($000) $5,765 Shares 73,584 Est. Cost $45.39 Unrealized
VOO VANGUARD INDEX FDS 1.9%
Value ($000) $5,619 Shares 9,176 Est. Cost $453.62 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $5,308 Shares 20,845 Est. Cost $110.49 Unrealized +104.2%
PFF ISHARES TR 1.7%
Value ($000) $5,209 Shares 164,731 Est. Cost $35.70 Unrealized
AGG ISHARES TR 1.7%
Value ($000) $4,946 Shares 49,337 Est. Cost $106.45 Unrealized
IVV ISHARES TR 1.6%
Value ($000) $4,667 Shares 6,972 Est. Cost $204.88 Unrealized
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $4,345 Shares 28,277 Est. Cost $77.61 Unrealized +99.6%
XLY SELECT SECTOR SPDR TR 1.3%
Value ($000) $3,893 Shares 16,247 Est. Cost $80.64 Unrealized
XLV SELECT SECTOR SPDR TR 1.1%
Value ($000) $3,330 Shares 23,930 Est. Cost $74.27 Unrealized
TJX TJX COS INC NEW 1.1%
Value ($000) $3,192 Shares 22,085 Est. Cost $63.23 Unrealized +109.2%
NOBL PROSHARES TR 1.1%
Value ($000) $3,181 Shares 30,866 Est. Cost $80.40 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $2,984 Shares 9,093 Est. Cost $238.55 Unrealized
SPTM SPDR SERIES TRUST 0.9%
Value ($000) $2,665 Shares 33,040 Est. Cost $60.68 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,525 Shares 13,616 Est. Cost $89.73 Unrealized +88.9%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,312 Shares 7,607 Est. Cost $101.10 Unrealized +198.1%
IWM ISHARES TR 0.7%
Value ($000) $2,184 Shares 9,026 Est. Cost $158.84 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $2,145 Shares 2,811 Est. Cost $74.63 Unrealized +894.5%
WMT WALMART INC 0.6%
Value ($000) $1,875 Shares 18,193 Est. Cost $56.04 Unrealized +77.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,850 Shares 3,680 Est. Cost $171.85 Unrealized +181.8%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,831 Shares 3,050 Est. Cost $433.42 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,800 Shares 6,386 Est. Cost $65.30 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,774 Shares 3,699 Est. Cost $327.58 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,729 Shares 15,332 Est. Cost $60.02 Unrealized +82.8%
IWO ISHARES TR 0.6%
Value ($000) $1,696 Shares 5,298 Est. Cost $145.03 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $1,680 Shares 13,721 Est. Cost $92.67 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $1,593 Shares 24,014 Est. Cost $36.10 Unrealized +88.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,508 Shares 2 Est. Cost $284073.40 Unrealized +155.9%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,505 Shares 11,471 Est. Cost $48.63 Unrealized +178.6%
SPYG SPDR SERIES TRUST 0.5%
Value ($000) $1,436 Shares 13,737 Est. Cost $45.72 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,304 Shares 24,213 Est. Cost $24.18 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,245 Shares 6,670 Est. Cost $98.42 Unrealized +77.1%
VGT VANGUARD WORLD FD 0.4%
Value ($000) $1,242 Shares 1,664 Est. Cost $499.77 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $1,110 Shares 8,286 Est. Cost $43.02 Unrealized +203.6%
MRK MERCK & CO INC 0.4%
Value ($000) $1,062 Shares 12,658 Est. Cost $46.18 Unrealized +75.4%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,010 Shares 11,586 Est. Cost $50.91 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $991 Shares 4,513 Est. Cost $168.62 Unrealized +34.2%
DE DEERE & CO 0.3%
Value ($000) $951 Shares 2,081 Est. Cost $116.35 Unrealized +320.8%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $950 Shares 3,365 Est. Cost $115.50 Unrealized +124.7%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $884 Shares 4,743 Est. Cost $141.76 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $877 Shares 2,164 Est. Cost $256.04 Unrealized +52.0%
IVW ISHARES TR 0.3%
Value ($000) $865 Shares 7,165 Est. Cost $78.77 Unrealized
REGL PROSHARES TR 0.3%
Value ($000) $865 Shares 10,131 Est. Cost $57.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $852 Shares 2,467 Est. Cost $389.08 Unrealized -23.2%
IWC ISHARES TR 0.3%
Value ($000) $821 Shares 5,509 Est. Cost $83.80 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $821 Shares 10,470 Est. Cost $52.99 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $794 Shares 5,631 Est. Cost $113.21 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $778 Shares 5,537 Est. Cost $86.14 Unrealized +63.0%
AVGO BROADCOM INC 0.3%
Value ($000) $759 Shares 2,301 Est. Cost $153.97 Unrealized +98.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $757 Shares 4,874 Est. Cost $87.51 Unrealized +74.0%
GOOG ALPHABET INC 0.2%
Value ($000) $748 Shares 3,071 Est. Cost $109.34 Unrealized +92.0%
IVE ISHARES TR 0.2%
Value ($000) $716 Shares 3,467 Est. Cost $90.66 Unrealized
T AT&T INC 0.2%
Value ($000) $700 Shares 24,773 Est. Cost $23.60 Unrealized +18.9%
GLD SPDR GOLD TR 0.2%
Value ($000) $689 Shares 1,937 Est. Cost $191.18 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $671 Shares 2,379 Est. Cost $143.28 Unrealized +100.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $663 Shares 2,726 Est. Cost $107.26 Unrealized +95.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $635 Shares 12,678 Est. Cost $49.85 Unrealized
GLW CORNING INC 0.2%
Value ($000) $615 Shares 7,496 Est. Cost $24.31 Unrealized +167.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $585 Shares 8,546 Est. Cost $34.42 Unrealized +95.8%
TRI THOMSON REUTERS CORP 0.2%
Value ($000) $569 Shares 3,664 Est. Cost $122.38 Unrealized +48.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $556 Shares 574 Est. Cost $784.94 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $549 Shares 1,951 Est. Cost $54.64 Unrealized +365.2%
QUAL ISHARES TR 0.2%
Value ($000) $545 Shares 2,804 Est. Cost $121.81 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $535 Shares 1,696 Est. Cost $70.20 Unrealized +321.6%
PGX INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $534 Shares 45,993 Est. Cost $11.61 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $531 Shares 4,638 Est. Cost $102.28 Unrealized +14.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $500 Shares 6,257 Est. Cost $52.58 Unrealized +61.0%
BLACKROCK ENHANCED EQUITY DI 0.2%
Value ($000) $456 Shares 50,042 Est. Cost $7.98 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.2%
Value ($000) $456 Shares 31,552 Est. Cost $13.39 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $452 Shares 2,786 Est. Cost $59.20 Unrealized +179.0%
CSX CSX CORP 0.1%
Value ($000) $440 Shares 12,399 Est. Cost $22.58 Unrealized +50.3%
META META PLATFORMS INC 0.1%
Value ($000) $424 Shares 577 Est. Cost $255.35 Unrealized +191.1%
V VISA INC 0.1%
Value ($000) $419 Shares 1,229 Est. Cost $211.07 Unrealized +63.5%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $401 Shares 1,365 Est. Cost $222.73 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $401 Shares 5,394 Est. Cost $75.40 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $380 Shares 2,242 Est. Cost $45.09 Unrealized +247.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $372 Shares 4,926 Est. Cost $66.85 Unrealized +8.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $367 Shares 1,221 Est. Cost $222.59 Unrealized +24.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $347 Shares 8,990 Est. Cost $38.57 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $345 Shares 2,064 Est. Cost $99.07 Unrealized +55.7%
IWD ISHARES TR 0.1%
Value ($000) $336 Shares 1,653 Est. Cost $125.37 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $331 Shares 3,995 Est. Cost $53.63 Unrealized +46.6%
BAC BANK AMERICA CORP 0.1%
Value ($000) $324 Shares 6,279 Est. Cost $24.67 Unrealized +95.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $318 Shares 7,050 Est. Cost $46.83 Unrealized -2.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $312 Shares 1,481 Est. Cost $163.50 Unrealized +26.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $295 Shares 2,626 Est. Cost $57.41 Unrealized +88.5%
PFE PFIZER INC 0.1%
Value ($000) $284 Shares 11,130 Est. Cost $22.48 Unrealized +7.4%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $273 Shares 2,199 Est. Cost $95.91 Unrealized +32.2%
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $272 Shares 2,881 Est. Cost $72.13 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $260 Shares 646 Est. Cost $324.54 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $258 Shares 1,774 Est. Cost $101.18 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $251 Shares 2,994 Est. Cost $56.11 Unrealized +43.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $251 Shares 3,799 Est. Cost $40.85 Unrealized +50.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $239 Shares 500 Est. Cost $425.39 Unrealized 0.0%
USRT ISHARES TR 0.1%
Value ($000) $235 Shares 4,003 Est. Cost $54.18 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $233 Shares 684 Est. Cost $261.55 Unrealized +20.0%
SMDV PROSHARES TR 0.1%
Value ($000) $230 Shares 3,457 Est. Cost $59.26 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $230 Shares 1,101 Est. Cost $175.49 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $228 Shares 6,206 Est. Cost $22.05 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $223 Shares 52 Est. Cost $1107.69 Unrealized +262.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $223 Shares 855 Est. Cost $129.71 Unrealized +98.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $221 Shares 752 Est. Cost $79.34 Unrealized +275.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $215 Shares 583 Est. Cost $248.36 Unrealized +54.8%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $215 Shares 2,880 Est. Cost $77.51 Unrealized -1.6%
IJS ISHARES TR 0.1%
Value ($000) $207 Shares 1,876 Est. Cost $94.85 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $196 Shares 2,063 Est. Cost $58.79 Unrealized +56.8%
GSEW GOLDMAN SACHS ETF TR 0.1%
Value ($000) $195 Shares 2,296 Est. Cost $85.04 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $193 Shares 1,600 Est. Cost $109.20 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $192 Shares 2,376 Est. Cost $60.38 Unrealized +18.2%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $186 Shares 401 Est. Cost $223.19 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $186 Shares 1,849 Est. Cost $63.34 Unrealized +56.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $186 Shares 1,064 Est. Cost $149.83 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $185 Shares 1,429 Est. Cost $101.96 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $183 Shares 1,541 Est. Cost $96.40 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $180 Shares 839 Est. Cost $53.04 Unrealized +277.4%
PAVE GLOBAL X FDS 0.1%
Value ($000) $179 Shares 3,749 Est. Cost $32.31 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $174 Shares 622 Est. Cost $159.78 Unrealized +66.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $171 Shares 3,900 Est. Cost $41.72 Unrealized +1.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $169 Shares 685 Est. Cost $69.93 Unrealized +231.3%
IJH ISHARES TR 0.1%
Value ($000) $163 Shares 2,500 Est. Cost $65.26 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $163 Shares 435 Est. Cost $133.63 Unrealized +171.9%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $161 Shares 543 Est. Cost $248.54 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $160 Shares 1,132 Est. Cost $119.55 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $156 Shares 1,634 Est. Cost $67.64 Unrealized +34.9%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $156 Shares 6,291 Est. Cost $23.84 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $155 Shares 260 Est. Cost $264.46 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $153 Shares 607 Est. Cost $243.60 Unrealized +0.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $145 Shares 157 Est. Cost $318.29 Unrealized +200.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $141 Shares 4,480 Est. Cost $31.80 Unrealized +4.3%
CHAT TIDAL TRUST II 0.0%
Value ($000) $140 Shares 2,278 Est. Cost $37.31 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $139 Shares 844 Est. Cost $62.98 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $135 Shares 1,332 Est. Cost $104.14 Unrealized -9.3%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $135 Shares 1,862 Est. Cost $41.71 Unrealized +74.0%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $130 Shares 3,000 Est. Cost $43.41 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $130 Shares 163 Est. Cost $306.59 Unrealized +139.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $125 Shares 1,387 Est. Cost $63.17 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $123 Shares 400 Est. Cost $283.25 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $123 Shares 669 Est. Cost $157.38 Unrealized +22.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $123 Shares 1,106 Est. Cost $61.82 Unrealized +81.6%
UNP UNION PAC CORP 0.0%
Value ($000) $121 Shares 512 Est. Cost $229.12 Unrealized -2.6%
YUM YUM BRANDS INC 0.0%
Value ($000) $121 Shares 796 Est. Cost $136.91 Unrealized +6.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $115 Shares 1,841 Est. Cost $44.87 Unrealized +41.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $108 Shares 1,520 Est. Cost $67.22 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $104 Shares 183 Est. Cost $276.57 Unrealized +107.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $104 Shares 400 Est. Cost $267.49 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $100 Shares 616 Est. Cost $115.43 Unrealized +39.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $98 Shares 396 Est. Cost $156.03 Unrealized +67.0%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $98 Shares 376 Est. Cost $253.69 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $96 Shares 916 Est. Cost $85.60 Unrealized +28.5%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $95 Shares 1,593 Est. Cost $48.66 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $93 Shares 423 Est. Cost $194.01 Unrealized +15.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $93 Shares 463 Est. Cost $47.62 Unrealized +328.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $93 Shares 1,557 Est. Cost $24.26 Unrealized +178.8%
DEO DIAGEO PLC 0.0%
Value ($000) $89 Shares 929 Est. Cost $178.19 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $89 Shares 500 Est. Cost $150.76 Unrealized -1.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $85 Shares 89 Est. Cost $316.24 Unrealized +181.0%
BLACKROCK ENHANCED GLOBAL DI 0.0%
Value ($000) $85 Shares 7,314 Est. Cost $11.57 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $83 Shares 1,068 Est. Cost $25.25 Unrealized +23.3%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $83 Shares 536 Est. Cost $84.22 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $82 Shares 168 Est. Cost $416.62 Unrealized +28.1%
DGRO ISHARES TR 0.0%
Value ($000) $81 Shares 1,190 Est. Cost $38.67 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $79 Shares 636 Est. Cost $62.47 Unrealized +91.8%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $78 Shares 449 Est. Cost $141.05 Unrealized +19.6%
USB US BANCORP DEL 0.0%
Value ($000) $77 Shares 1,600 Est. Cost $47.84 Unrealized -3.1%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $77 Shares 251 Est. Cost $207.17 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $77 Shares 407 Est. Cost $160.95 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $76 Shares 1,661 Est. Cost $36.64 Unrealized +23.6%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $76 Shares 553 Est. Cost $112.58 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $76 Shares 744 Est. Cost $73.21 Unrealized +28.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $67.82 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $71 Shares 66 Est. Cost $287.90 Unrealized +223.1%
SNA SNAP ON INC 0.0%
Value ($000) $69 Shares 200 Est. Cost $190.45 Unrealized +70.0%
IJK ISHARES TR 0.0%
Value ($000) $69 Shares 721 Est. Cost $94.07 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $68 Shares 1,695 Est. Cost $47.18 Unrealized -19.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $67 Shares 203 Est. Cost $126.16 Unrealized +150.9%
IWF ISHARES TR 0.0%
Value ($000) $67 Shares 144 Est. Cost $107.19 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $64 Shares 1,955 Est. Cost $19.29 Unrealized +30.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $64 Shares 1,264 Est. Cost $44.08 Unrealized +12.2%
ACM AECOM 0.0%
Value ($000) $64 Shares 487 Est. Cost $55.44 Unrealized +116.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $63 Shares 1,110 Est. Cost $52.49 Unrealized +11.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $62 Shares 874 Est. Cost $45.99 Unrealized +39.6%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $60 Shares 181 Est. Cost $128.98 Unrealized +181.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $58 Shares 609 Est. Cost $95.77 Unrealized -2.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $57 Shares 344 Est. Cost $130.74 Unrealized +20.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $57 Shares 401 Est. Cost $28.60 Unrealized +351.7%
ZTS ZOETIS INC 0.0%
Value ($000) $56 Shares 385 Est. Cost $184.56 Unrealized -18.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $55 Shares 1,087 Est. Cost $25.00 Unrealized +84.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $54 Shares 213 Est. Cost $211.82 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $53 Shares 630 Est. Cost $62.24 Unrealized
MET METLIFE INC 0.0%
Value ($000) $52 Shares 628 Est. Cost $36.63 Unrealized +112.7%
NEM NEWMONT CORP 0.0%
Value ($000) $49 Shares 587 Est. Cost $39.61 Unrealized +75.2%
GE GE AEROSPACE 0.0%
Value ($000) $49 Shares 162 Est. Cost $225.46 Unrealized +20.9%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $48 Shares 1,539 Est. Cost $31.38 Unrealized
HOMZ ETF SER SOLUTIONS 0.0%
Value ($000) $48 Shares 1,022 Est. Cost $45.31 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $48 Shares 350 Est. Cost $126.39 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $46 Shares 76 Est. Cost $268.16 Unrealized +110.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $46 Shares 506 Est. Cost $48.35 Unrealized +86.4%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $46 Shares 389 Est. Cost $104.74 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $45 Shares 700 Est. Cost $44.79 Unrealized +31.6%
RY ROYAL BK CDA 0.0%
Value ($000) $44 Shares 301 Est. Cost $123.44 Unrealized +11.7%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $44 Shares 136 Est. Cost $46.25 Unrealized +617.8%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $43 Shares 961 Est. Cost $51.04 Unrealized -18.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $43 Shares 189 Est. Cost $168.55 Unrealized +32.3%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $43 Shares 849 Est. Cost $38.24 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $41 Shares 620 Est. Cost $54.74 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $40 Shares 602 Est. Cost $71.64 Unrealized +0.3%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $40 Shares 545 Est. Cost $59.72 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $39 Shares 586 Est. Cost $49.18 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $38 Shares 190 Est. Cost $141.90 Unrealized +38.0%
MMM 3M CO 0.0%
Value ($000) $38 Shares 243 Est. Cost $114.60 Unrealized +33.6%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $37 Shares 500 Est. Cost $71.94 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $35 Shares 98 Est. Cost $450.70 Unrealized -20.4%
RLJ LODGING TR 0.0%
Value ($000) $34 Shares 1,358 Est. Cost $28.72 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $34 Shares 77 Est. Cost $281.71 Unrealized +23.1%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 1,261 Est. Cost $33.88 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $32 Shares 190 Est. Cost $131.95 Unrealized +34.7%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $32 Shares 204 Est. Cost $101.57 Unrealized
NKE NIKE INC 0.0%
Value ($000) $31 Shares 441 Est. Cost $114.30 Unrealized -35.4%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $30 Shares 300 Est. Cost $136.04 Unrealized -19.8%
CTVA CORTEVA INC 0.0%
Value ($000) $30 Shares 448 Est. Cost $57.34 Unrealized +25.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $30 Shares 385 Est. Cost $80.36 Unrealized -2.8%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 142 Est. Cost $168.79 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $29 Shares 500 Est. Cost $46.81 Unrealized +24.5%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $19.37 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $29 Shares 172 Est. Cost $77.33 Unrealized +131.0%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $29 Shares 4,000 Est. Cost $1.90 Unrealized +184.6%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $28 Shares 599 Est. Cost $31.22 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $26 Shares 317 Est. Cost $34.28 Unrealized +139.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $26 Shares 595 Est. Cost $45.77 Unrealized -0.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $25 Shares 126 Est. Cost $135.18 Unrealized +22.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 83 Est. Cost $178.30 Unrealized +52.2%
SYY SYSCO CORP 0.0%
Value ($000) $25 Shares 300 Est. Cost $78.85 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $25 Shares 40 Est. Cost $504.85 Unrealized +19.9%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $25 Shares 716 Est. Cost $34.92 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $24 Shares 20 Est. Cost $33.09 Unrealized +268.8%
SMH VANECK ETF TRUST 0.0%
Value ($000) $24 Shares 73 Est. Cost $207.24 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $22 Shares 461 Est. Cost $48.02 Unrealized
DOW DOW INC 0.0%
Value ($000) $22 Shares 940 Est. Cost $35.32 Unrealized -31.2%
TRP TC ENERGY CORP 0.0%
Value ($000) $21 Shares 388 Est. Cost $45.64 Unrealized +10.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $21 Shares 763 Est. Cost $34.02 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $21 Shares 248 Est. Cost $26.27 Unrealized +194.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $21 Shares 269 Est. Cost $77.94 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $20 Shares 236 Est. Cost $64.11 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $20 Shares 73 Est. Cost $100.92 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20 Shares 300 Est. Cost $67.26 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.54 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $19 Shares 113 Est. Cost $49.37 Unrealized +243.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $57.82 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $19 Shares 69 Est. Cost $485.15 Unrealized -37.7%
CDW CDW CORP 0.0%
Value ($000) $19 Shares 119 Est. Cost $143.20 Unrealized +17.9%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $19 Shares 111 Est. Cost $63.55 Unrealized +115.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $19 Shares 97 Est. Cost $103.37 Unrealized +68.8%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $18 Shares 450 Est. Cost $21.56 Unrealized +75.0%
LIN LINDE PLC 0.0%
Value ($000) $18 Shares 38 Est. Cost $322.30 Unrealized +46.0%
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 297 Est. Cost $54.51 Unrealized +4.4%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $18 Shares 60 Est. Cost $235.51 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $17 Shares 53 Est. Cost $311.76 Unrealized -1.2%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $17 Shares 131 Est. Cost $91.05 Unrealized +29.6%
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $16.60 Unrealized
KELLANOVA 0.0%
Value ($000) $16 Shares 200 Est. Cost $78.61 Unrealized 0.0%
CUBE CUBESMART 0.0%
Value ($000) $16 Shares 400 Est. Cost $39.03 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $16 Shares 233 Est. Cost $22.07 Unrealized +100.3%
MS MORGAN STANLEY 0.0%
Value ($000) $16 Shares 100 Est. Cost $146.45 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $15 Shares 88 Est. Cost $130.65 Unrealized +39.2%
SONY SONY GROUP CORP 0.0%
Value ($000) $15 Shares 505 Est. Cost $35.06 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $14 Shares 950 Est. Cost $14.52 Unrealized 0.0%
INVH INVITATION HOMES INC 0.0%
Value ($000) $14 Shares 484 Est. Cost $30.20 Unrealized 0.0%
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $14 Shares 62 Est. Cost $176.68 Unrealized +16.0%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $14 Shares 71 Est. Cost $114.29 Unrealized +67.5%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $252.59 Unrealized +13.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $74.98 Unrealized +40.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.36 Unrealized +9.2%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $12 Shares 85 Est. Cost $118.01 Unrealized +20.9%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $12 Shares 604 Est. Cost $7.68 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $62.27 Unrealized +76.8%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 151 Est. Cost $72.18 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $11 Shares 320 Est. Cost $43.84 Unrealized -21.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $11 Shares 2 Est. Cost $1800.63 Unrealized +209.0%
ALC ALCON AG 0.0%
Value ($000) $11 Shares 144 Est. Cost $72.30 Unrealized +15.4%
EFA ISHARES TR 0.0%
Value ($000) $11 Shares 115 Est. Cost $83.58 Unrealized
PPL PPL CORP 0.0%
Value ($000) $11 Shares 285 Est. Cost $21.12 Unrealized +67.8%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $11 Shares 124 Est. Cost $68.34 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $11 Shares 184 Est. Cost $57.00 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $10 Shares 340 Est. Cost $21.40 Unrealized +38.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 113 Est. Cost $90.19 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $10 Shares 93 Est. Cost $72.13 Unrealized +48.1%
SHEL SHELL PLC 0.0%
Value ($000) $10 Shares 142 Est. Cost $56.84 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $10 Shares 119 Est. Cost $82.07 Unrealized +7.9%
IWR ISHARES TR 0.0%
Value ($000) $10 Shares 100 Est. Cost $89.25 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $10 Shares 245 Est. Cost $41.55 Unrealized +3.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $10 Shares 17 Est. Cost $512.45 Unrealized +10.1%
G GENPACT LIMITED 0.0%
Value ($000) $9 Shares 225 Est. Cost $39.55 Unrealized +10.8%
BLK BLACKROCK INC 0.0%
Value ($000) $9 Shares 8 Est. Cost $991.05 Unrealized +11.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $9 Shares 28 Est. Cost $79.03 Unrealized +307.7%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $9 Shares 263 Est. Cost $21.89 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 246 Est. Cost $33.25 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $166.65 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $9 Shares 37 Est. Cost $196.73 Unrealized +16.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $9 Shares 30 Est. Cost $235.29 Unrealized +24.6%
DRIV GLOBAL X FDS 0.0%
Value ($000) $8 Shares 296 Est. Cost $28.50 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $8 Shares 720 Est. Cost $11.65 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $8 Shares 94 Est. Cost $69.88 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $8 Shares 64 Est. Cost $50.36 Unrealized +117.2%
MGA MAGNA INTL INC 0.0%
Value ($000) $8 Shares 167 Est. Cost $70.72 Unrealized -38.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 76 Est. Cost $71.41 Unrealized +31.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $7 Shares 631 Est. Cost $13.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $558.70 Unrealized -16.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $7 Shares 74 Est. Cost $116.47 Unrealized -15.4%
NVS NOVARTIS AG 0.0%
Value ($000) $7 Shares 56 Est. Cost $92.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $227.95 Unrealized +67.0%
HLN HALEON PLC 0.0%
Value ($000) $7 Shares 798 Est. Cost $8.14 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $7 Shares 38 Est. Cost $101.94 Unrealized +65.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $299.93 Unrealized +39.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.63 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $7 Shares 44 Est. Cost $61.62 Unrealized +151.1%
HPQ HP INC 0.0%
Value ($000) $7 Shares 253 Est. Cost $26.14 Unrealized 0.0%
AN AUTONATION INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $128.33 Unrealized +64.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $7 Shares 7 Est. Cost $621.54 Unrealized +61.0%
SRVR PACER FDS TR 0.0%
Value ($000) $7 Shares 210 Est. Cost $39.72 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $7 Shares 12 Est. Cost $387.42 Unrealized +32.3%
NOW SERVICENOW INC 0.0%
Value ($000) $6 Shares 7 Est. Cost $87.09 Unrealized +114.5%
ADSK AUTODESK INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $205.89 Unrealized +48.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $6 Shares 253 Est. Cost $21.88 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $6 Shares 13 Est. Cost $269.85 Unrealized +86.3%
LIT GLOBAL X FDS 0.0%
Value ($000) $6 Shares 106 Est. Cost $78.01 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $6 Shares 34 Est. Cost $167.32 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $6 Shares 26 Est. Cost $94.23 Unrealized +147.6%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $6 Shares 112 Est. Cost $34.37 Unrealized +43.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $6 Shares 62 Est. Cost $70.22 Unrealized +34.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $61.41 Unrealized -26.7%
AME AMETEK INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $139.44 Unrealized +31.6%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $6 Shares 32 Est. Cost $133.12 Unrealized +33.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 33 Est. Cost $57.76 Unrealized +121.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $6 Shares 212 Est. Cost $28.09 Unrealized -5.7%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $54.69 Unrealized +44.7%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $5 Shares 25 Est. Cost $200.01 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $5 Shares 13 Est. Cost $93.73 Unrealized +355.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $285.86 Unrealized +67.9%
CRM SALESFORCE INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $226.01 Unrealized +11.2%
WAB WABTEC 0.0%
Value ($000) $5 Shares 26 Est. Cost $100.52 Unrealized +96.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $150.99 Unrealized +55.7%
CTAS CINTAS CORP 0.0%
Value ($000) $5 Shares 24 Est. Cost $170.03 Unrealized +25.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $131.11 Unrealized +46.0%
TEX TEREX CORP NEW 0.0%
Value ($000) $5 Shares 94 Est. Cost $41.70 Unrealized +22.1%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $5 Shares 90 Est. Cost $26.72 Unrealized +96.7%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $99.08 Unrealized +105.7%
MTB M & T BK CORP 0.0%
Value ($000) $5 Shares 23 Est. Cost $146.39 Unrealized +32.3%
BRO BROWN & BROWN INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $56.43 Unrealized +72.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $424.39 Unrealized +25.2%
PCAR PACCAR INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $64.13 Unrealized +51.1%
COR CENCORA INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $180.98 Unrealized +62.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $82.68 Unrealized +24.9%
NUE NUCOR CORP 0.0%
Value ($000) $4 Shares 32 Est. Cost $152.30 Unrealized -7.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $104.30 Unrealized +31.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $270.53 Unrealized +27.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $4 Shares 21 Est. Cost $224.08 Unrealized -11.5%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 192 Est. Cost $23.14 Unrealized
INTU INTUIT 0.0%
Value ($000) $4 Shares 6 Est. Cost $342.09 Unrealized +110.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $123.77 Unrealized +13.8%
IESC IES HLDGS INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $208.57 Unrealized +65.0%
IT GARTNER INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $330.57 Unrealized -11.8%
IVZ INVESCO LTD 0.0%
Value ($000) $4 Shares 171 Est. Cost $15.98 Unrealized +28.2%
OABI OMNIAB INC 0.0%
Value ($000) $4 Shares 2,450 Est. Cost $5.33 Unrealized -65.7%
IWS ISHARES TR 0.0%
Value ($000) $4 Shares 28 Est. Cost $133.02 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $4 Shares 85 Est. Cost $37.40 Unrealized +16.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $4 Shares 134 Est. Cost $15.24 Unrealized +77.0%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $4 Shares 125 Est. Cost $23.08 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $478.56 Unrealized +26.8%
EQIX EQUINIX INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $674.07 Unrealized +14.9%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $65.86 Unrealized +150.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $3 Shares 22 Est. Cost $185.40 Unrealized -17.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $3 Shares 13 Est. Cost $136.28 Unrealized +81.4%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 33 Est. Cost $88.61 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $100.91 Unrealized +36.8%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $3 Shares 82 Est. Cost $41.55 Unrealized -11.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $48.27 Unrealized +20.8%
NDAQ NASDAQ INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $55.41 Unrealized +66.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $12.16 Unrealized +38.3%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $3 Shares 43 Est. Cost $78.47 Unrealized -26.4%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $71.51 Unrealized +114.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $170.53 Unrealized +40.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $57.32 Unrealized +30.9%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $2 Shares 35 Est. Cost $77.09 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $39.99 Unrealized +8.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $2 Shares 43 Est. Cost $28.29 Unrealized +55.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $41.65 Unrealized +76.5%
WRB BERKLEY W R CORP 0.0%
Value ($000) $2 Shares 24 Est. Cost $45.70 Unrealized +53.2%
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value ($000) $2 Shares 36 Est. Cost $56.73 Unrealized -6.1%
KR KROGER CO 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.89 Unrealized +61.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $347.27 Unrealized -42.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $135.20 Unrealized +30.7%
OC OWENS CORNING NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $94.64 Unrealized +55.0%
PVH PVH CORPORATION 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.15 Unrealized -3.3%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $63.29 Unrealized +54.4%
EFV ISHARES TR 0.0%
Value ($000) $1 Shares 22 Est. Cost $57.77 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 54 Est. Cost $34.65 Unrealized -36.9%
TER TERADYNE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.02 Unrealized +8.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $1 Shares 24 Est. Cost $31.50 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.08 Unrealized +4.9%
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $1 Shares 17 Est. Cost $63.15 Unrealized -12.2%
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $1 Shares 11 Est. Cost $102.81 Unrealized -19.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $173.51 Unrealized -49.2%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $4.80 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $86.47 Unrealized 0.0%
USPX FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.25 Unrealized