BROWN BROTHERS HARRIMAN & CO Diversified Active

CIK: 0000014661 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 12, 2026

Total Value ($000): $18,335,357 (100.0% shares, 0.0% debt)

Holdings (1,833)

New Positions (311)

AKRE AKRE FOCUS ETF 5.6%
Value ($000) $1,030,170 Shares 15,725,379 Est. Cost $65.51 Unrealized
BBHM BBH SELECT MID CAP ETF 2.6%
Value ($000) $481,590 Shares 42,732,062 Est. Cost $11.27 Unrealized
BBHL BBH SELECT LARGE CAP ETF 2.3%
Value ($000) $425,757 Shares 26,411,420 Est. Cost $16.12 Unrealized
PRCS PARNASSUS CORE SELECT ETF 0.0%
Value ($000) $5,880 Shares 218,906 Est. Cost $26.86 Unrealized
GUSE GS ENHANCED US EQUITY ETF 0.0%
Value ($000) $1,866 Shares 46,118 Est. Cost $40.46 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CO 0.0%
Value ($000) $1,423 Shares 41,300 Est. Cost $34.46 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.0%
Value ($000) $1,301 Shares 15,370 Est. Cost $84.64 Unrealized
Q QNITY ELECTRONICS INC. COMMON 0.0%
Value ($000) $869 Shares 10,649 Est. Cost $84.91 Unrealized 0.0%
NRDS NERDWALLET INC-CL A 0.0%
Value ($000) $727 Shares 53,674 Est. Cost $13.08 Unrealized 0.0%
SDVY FIRST TRUST SMID CAP RISING 0.0%
Value ($000) $723 Shares 18,870 Est. Cost $38.32 Unrealized
ESGE ISHARES INC ISHARES ESG AWAR 0.0%
Value ($000) $528 Shares 11,962 Est. Cost $44.17 Unrealized
FBNC FIRST BANCORP/NC 0.0%
Value ($000) $495 Shares 9,742 Est. Cost $50.47 Unrealized 0.0%
UL UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $441 Shares 6,743 Est. Cost $65.40 Unrealized
IQLT ISHARES MSCI INTERNATIONAL Q 0.0%
Value ($000) $432 Shares 9,506 Est. Cost $45.45 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CB 0.0%
Value ($000) $392 Shares 20,000 Est. Cost $19.57 Unrealized
RMOP ROCKEFELLER OPPORT MUNI ETF 0.0%
Value ($000) $304 Shares 12,133 Est. Cost $25.03 Unrealized
HIPO HIPPO HOLDINGS INC 0.0%
Value ($000) $299 Shares 9,941 Est. Cost $33.41 Unrealized 0.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $277 Shares 4,227 Est. Cost $63.23 Unrealized 0.0%
SCSC SCANSOURCE INC 0.0%
Value ($000) $246 Shares 6,300 Est. Cost $41.30 Unrealized 0.0%
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $185 Shares 2,592 Est. Cost $63.81 Unrealized 0.0%
BITW BITWISE 10 CRYPTO INDEX FUND 0.0%
Value ($000) $178 Shares 3,030 Est. Cost $58.76 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $160 Shares 3,000 Est. Cost $53.48 Unrealized
LLYVK LIBERTY LIVE HOLDINGS-CL C 0.0%
Value ($000) $155 Shares 1,861 Est. Cost $85.87 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATERIALS INC. 0.0%
Value ($000) $125 Shares 2,569 Est. Cost $47.08 Unrealized 0.0%
CNM CORE & MAIN INC-CLASS A 0.0%
Value ($000) $95 Shares 1,824 Est. Cost $51.29 Unrealized 0.0%
TTRX TURN THERAPEUTICS INC 0.0%
Value ($000) $93 Shares 23,688 Est. Cost $4.17 Unrealized 0.0%
DGXX DIGI POWER X INC 0.0%
Value ($000) $79 Shares 31,000 Est. Cost $3.75 Unrealized 0.0%
W WAYFAIR INC- CLASS A 0.0%
Value ($000) $71 Shares 703 Est. Cost $96.17 Unrealized 0.0%
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value ($000) $69 Shares 2,691 Est. Cost $25.76 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $65 Shares 1,751 Est. Cost $38.10 Unrealized 0.0%
SEIC SEI INVESTMENTS COMPANY 0.0%
Value ($000) $65 Shares 790 Est. Cost $81.71 Unrealized 0.0%
LLYVA LIBERTY LIVE HOLDINGS-CL A 0.0%
Value ($000) $60 Shares 737 Est. Cost $83.24 Unrealized 0.0%
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $59 Shares 1,415 Est. Cost $41.48 Unrealized
RSPG INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $55 Shares 695 Est. Cost $79.59 Unrealized
AVSC AVANTIS US SMALL CAP EQUITY 0.0%
Value ($000) $50 Shares 855 Est. Cost $58.74 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $49 Shares 201 Est. Cost $314.38 Unrealized 0.0%
CAE CAE INC 0.0%
Value ($000) $47 Shares 1,554 Est. Cost $28.05 Unrealized 0.0%
EVX VANECK ENVIRONMENTAL SERVICE 0.0%
Value ($000) $44 Shares 1,150 Est. Cost $38.23 Unrealized
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $44 Shares 119 Est. Cost $256.82 Unrealized 0.0%
SLYV SS SPDR S&P 600 SC VAL ETF 0.0%
Value ($000) $43 Shares 471 Est. Cost $90.97 Unrealized
XPO XPO INC 0.0%
Value ($000) $43 Shares 315 Est. Cost $136.23 Unrealized 0.0%
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $40 Shares 709 Est. Cost $56.96 Unrealized
WTM WHITE MOUNTAINS INSURANCE GP 0.0%
Value ($000) $39 Shares 19 Est. Cost $1955.46 Unrealized 0.0%
SIG SIGNET JEWELERS LTD 0.0%
Value ($000) $39 Shares 468 Est. Cost $94.99 Unrealized 0.0%
FPE FT-PREFERRED SECUR & INC ETF 0.0%
Value ($000) $39 Shares 2,126 Est. Cost $18.22 Unrealized
MLI MUELLER INDUSTRIES INC 0.0%
Value ($000) $34 Shares 300 Est. Cost $107.37 Unrealized 0.0%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $34 Shares 467 Est. Cost $67.98 Unrealized 0.0%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $34 Shares 668 Est. Cost $50.50 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $33 Shares 559 Est. Cost $61.13 Unrealized 0.0%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $33 Shares 743 Est. Cost $44.15 Unrealized
SNSR GLOBAL X INTERNET OF THINGS 0.0%
Value ($000) $32 Shares 854 Est. Cost $36.96 Unrealized
OSW ONESPAWORLD HOLDINGS LTD 0.0%
Value ($000) $31 Shares 1,515 Est. Cost $20.91 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $30 Shares 481 Est. Cost $60.42 Unrealized 0.0%
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $29 Shares 262 Est. Cost $111.78 Unrealized
SETH PROSHARE SHORT ETHER ETF-USD 0.0%
Value ($000) $29 Shares 685 Est. Cost $41.95 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE B 0.0%
Value ($000) $28 Shares 1,213 Est. Cost $22.97 Unrealized
PXH INVES RAFI EMER MRKT-USD INC 0.0%
Value ($000) $27 Shares 1,053 Est. Cost $25.81 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $27 Shares 341 Est. Cost $75.30 Unrealized 0.0%
PXF INVESCO RAFI DEVELOPED MARKE 0.0%
Value ($000) $26 Shares 392 Est. Cost $65.55 Unrealized
TECK TECK RESOURCES LTD-CLS B 0.0%
Value ($000) $25 Shares 530 Est. Cost $43.32 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL 0.0%
Value ($000) $25 Shares 234 Est. Cost $106.70 Unrealized
MICC MAGNUM ICE CREAM CO BV/THE 0.0%
Value ($000) $24 Shares 1,515 Est. Cost $15.68 Unrealized 0.0%
AEG AEGON LTD-NY REG SHR 0.0%
Value ($000) $23 Shares 2,932 Est. Cost $7.71 Unrealized
CVLT COMMVAULT SYSTEMS INC 0.0%
Value ($000) $21 Shares 169 Est. Cost $140.69 Unrealized 0.0%
ATEC ALPHATEC HOLDINGS INC 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $18.51 Unrealized 0.0%
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value ($000) $21 Shares 2,938 Est. Cost $7.16 Unrealized
SCHE SCHWAB EMRG MRKTS EQTY ETF 0.0%
Value ($000) $20 Shares 602 Est. Cost $32.75 Unrealized
E ENI SPA-SPONSORED ADR 0.0%
Value ($000) $19 Shares 508 Est. Cost $37.94 Unrealized
CYTK CYTOKINETICS INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $62.21 Unrealized 0.0%
VALE VALE SA-SP ADR 0.0%
Value ($000) $19 Shares 1,442 Est. Cost $13.03 Unrealized
DFEM DIMENSIONAL EMRG MRKT CORE 0.0%
Value ($000) $18 Shares 546 Est. Cost $33.08 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $18 Shares 254 Est. Cost $66.47 Unrealized 0.0%
SCHG SCHWAB US LARGE-CAP GROWTH 0.0%
Value ($000) $16 Shares 501 Est. Cost $32.62 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH I 0.0%
Value ($000) $16 Shares 338 Est. Cost $47.93 Unrealized
MGY MAGNOLIA OIL & GAS CORP - A 0.0%
Value ($000) $16 Shares 716 Est. Cost $22.74 Unrealized 0.0%
IEI ISHARES 3-7 YEAR TREASURY BO 0.0%
Value ($000) $16 Shares 130 Est. Cost $119.35 Unrealized
FNDC SCHWAB FNDMNT INTL SM EQ ETF 0.0%
Value ($000) $15 Shares 341 Est. Cost $44.55 Unrealized
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $15 Shares 708 Est. Cost $20.89 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $14 Shares 700 Est. Cost $19.76 Unrealized 0.0%
SMTC SEMTECH CORP 0.0%
Value ($000) $14 Shares 184 Est. Cost $70.95 Unrealized 0.0%
SIGI SELECTIVE INSURANCE GROUP 0.0%
Value ($000) $13 Shares 158 Est. Cost $79.64 Unrealized 0.0%
KBH KB HOME 0.0%
Value ($000) $13 Shares 230 Est. Cost $61.14 Unrealized 0.0%
FLNG FLEX LNG LTD 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.03 Unrealized 0.0%
SCHR SCHWAB INTERMEDIATE-TERM US 0.0%
Value ($000) $12 Shares 490 Est. Cost $25.08 Unrealized
LOGI LOGITECH INTERNATIONAL-REG 0.0%
Value ($000) $12 Shares 122 Est. Cost $112.41 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $12 Shares 530 Est. Cost $21.76 Unrealized 0.0%
CHT CHUNGHWA TELECOM LT-SPON ADR 0.0%
Value ($000) $12 Shares 280 Est. Cost $41.71 Unrealized
AXIA CENTRAIS ELETRICAS BR-SP ADR 0.0%
Value ($000) $11 Shares 1,247 Est. Cost $9.16 Unrealized
PBR/A PETROLEO BRASIL-SP PREF ADR 0.0%
Value ($000) $11 Shares 989 Est. Cost $11.27 Unrealized
PKX POSCO HOLDINGS INC -SPON ADR 0.0%
Value ($000) $11 Shares 205 Est. Cost $53.21 Unrealized
GIB CGI INC 0.0%
Value ($000) $11 Shares 118 Est. Cost $89.01 Unrealized 0.0%
TCBI TEXAS CAPITAL BANCSHARES INC 0.0%
Value ($000) $11 Shares 120 Est. Cost $87.79 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $11 Shares 141 Est. Cost $65.64 Unrealized 0.0%
PSO PEARSON PLC-SPONSORED ADR 0.0%
Value ($000) $11 Shares 759 Est. Cost $14.04 Unrealized
BITI PROSHARES SHORT BITC ETF-USD 0.0%
Value ($000) $11 Shares 454 Est. Cost $23.17 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $10 Shares 88 Est. Cost $96.32 Unrealized 0.0%
FMB FIRST TRUST MANAGED MUNICIPA 0.0%
Value ($000) $10 Shares 202 Est. Cost $51.13 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $217.13 Unrealized 0.0%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $10 Shares 93 Est. Cost $114.40 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $10 Shares 420 Est. Cost $23.04 Unrealized 0.0%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $10 Shares 232 Est. Cost $43.59 Unrealized 0.0%
AXSM AXSOME THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 54 Est. Cost $139.61 Unrealized 0.0%
PRKS UNITED PARKS & RESORTS INC 0.0%
Value ($000) $10 Shares 269 Est. Cost $41.55 Unrealized 0.0%
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value ($000) $10 Shares 150 Est. Cost $62.82 Unrealized 0.0%
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $10 Shares 100 Est. Cost $76.20 Unrealized 0.0%
SHV ISHARES SHORT TREASURY BOND 0.0%
Value ($000) $9 Shares 86 Est. Cost $110.15 Unrealized
LYTS LSI INDUSTRIES INC 0.0%
Value ($000) $9 Shares 516 Est. Cost $20.32 Unrealized 0.0%
TVTX TRAVERE THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 239 Est. Cost $32.52 Unrealized 0.0%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $9 Shares 140 Est. Cost $62.08 Unrealized 0.0%
MLR MILLER INDUSTRIES INC/TENN 0.0%
Value ($000) $9 Shares 242 Est. Cost $38.78 Unrealized 0.0%
HAUZ XTRACKERS INTL REAL ESTATE 0.0%
Value ($000) $9 Shares 389 Est. Cost $23.21 Unrealized
EQNR EQUINOR ASA-SPON ADR 0.0%
Value ($000) $9 Shares 381 Est. Cost $23.63 Unrealized
BTGD STKD 100 PERCENTAGE BITCO & 100 PERCENTAGE GOLD 0.0%
Value ($000) $9 Shares 260 Est. Cost $34.33 Unrealized
MSGE MADISON SQUARE GARDEN ENTERT 0.0%
Value ($000) $9 Shares 165 Est. Cost $48.11 Unrealized 0.0%
LGND LIGAND PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 46 Est. Cost $192.14 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 127 Est. Cost $67.27 Unrealized 0.0%
GPOR GULFPORT ENERGY CORP 0.0%
Value ($000) $9 Shares 41 Est. Cost $199.34 Unrealized 0.0%
AORT ARTIVION INC 0.0%
Value ($000) $8 Shares 184 Est. Cost $44.54 Unrealized 0.0%
SMBS SCHWAB MBS ETF 0.0%
Value ($000) $8 Shares 322 Est. Cost $25.67 Unrealized
IGPT INVESCO AI AND NEXT GEN SOFT 0.0%
Value ($000) $8 Shares 139 Est. Cost $59.47 Unrealized
PUK PRUDENTIAL PLC-ADR 0.0%
Value ($000) $8 Shares 265 Est. Cost $31.12 Unrealized
COHU COHU INC 0.0%
Value ($000) $8 Shares 345 Est. Cost $22.92 Unrealized 0.0%
ASB ASSOCIATED BANC-CORP 0.0%
Value ($000) $8 Shares 310 Est. Cost $25.57 Unrealized 0.0%
LXP LXP INDUSTRIAL TRUST 0.0%
Value ($000) $8 Shares 161 Est. Cost $49.58 Unrealized
MD PEDIATRIX MEDICAL GROUP INC 0.0%
Value ($000) $8 Shares 372 Est. Cost $20.49 Unrealized 0.0%
SHOO STEVEN MADDEN LTD 0.0%
Value ($000) $8 Shares 190 Est. Cost $38.43 Unrealized 0.0%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $8 Shares 31 Est. Cost $261.19 Unrealized 0.0%
EMLC VANECK JPM EM LOCAL CURR BND 0.0%
Value ($000) $8 Shares 305 Est. Cost $25.82 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $8 Shares 163 Est. Cost $48.18 Unrealized
KALU KAISER ALUMINUM CORP 0.0%
Value ($000) $8 Shares 68 Est. Cost $94.44 Unrealized 0.0%
IMAX IMAX CORP 0.0%
Value ($000) $8 Shares 209 Est. Cost $34.87 Unrealized 0.0%
VVPR VIVOPOWER INTERNATIONAL PLC 0.0%
Value ($000) $8 Shares 3,400 Est. Cost $3.43 Unrealized 0.0%
SLG SL GREEN REALTY CORP 0.0%
Value ($000) $8 Shares 167 Est. Cost $45.87 Unrealized
ASGN ASGN INC 0.0%
Value ($000) $8 Shares 159 Est. Cost $46.10 Unrealized 0.0%
MSTY YIELDMAX MSTR OPTION IS ETF 0.0%
Value ($000) $7 Shares 250 Est. Cost $29.60 Unrealized
BPRE BLUEROCK PRIVATE REAL ESTATE 0.0%
Value ($000) $7 Shares 491 Est. Cost $15.00 Unrealized
IX ORIX - SPONSORED ADR 0.0%
Value ($000) $7 Shares 245 Est. Cost $29.22 Unrealized
RCI ROGERS COMMUNICATIONS INC-B 0.0%
Value ($000) $7 Shares 189 Est. Cost $37.48 Unrealized 0.0%
QTWO Q2 HOLDINGS INC 0.0%
Value ($000) $7 Shares 98 Est. Cost $68.65 Unrealized 0.0%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $7 Shares 41 Est. Cost $153.31 Unrealized 0.0%
WIT WIPRO LTD-ADR 0.0%
Value ($000) $7 Shares 2,436 Est. Cost $2.84 Unrealized
ITRI ITRON INC 0.0%
Value ($000) $7 Shares 74 Est. Cost $108.94 Unrealized 0.0%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $7 Shares 52 Est. Cost $131.47 Unrealized 0.0%
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 473 Est. Cost $9.82 Unrealized 0.0%
MTX MINERALS TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 109 Est. Cost $59.09 Unrealized 0.0%
CWK CUSHMAN & WAKEFIELD LTD 0.0%
Value ($000) $7 Shares 410 Est. Cost $15.85 Unrealized 0.0%
ATRC ATRICURE INC 0.0%
Value ($000) $7 Shares 166 Est. Cost $36.66 Unrealized 0.0%
ACA ARCOSA INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $100.90 Unrealized 0.0%
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 33 Est. Cost $210.72 Unrealized 0.0%
WSBC WESBANCO INC 0.0%
Value ($000) $6 Shares 192 Est. Cost $32.32 Unrealized 0.0%
MMSI MERIT MEDICAL SYSTEMS INC 0.0%
Value ($000) $6 Shares 71 Est. Cost $85.11 Unrealized 0.0%
WSFS WSFS FINANCIAL CORP 0.0%
Value ($000) $6 Shares 113 Est. Cost $54.72 Unrealized 0.0%
BBD BANCO BRADESCO-ADR 0.0%
Value ($000) $6 Shares 1,862 Est. Cost $3.33 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERS 0.0%
Value ($000) $6 Shares 438 Est. Cost $13.25 Unrealized
WK WORKIVA INC 0.0%
Value ($000) $6 Shares 67 Est. Cost $88.54 Unrealized 0.0%
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $40.88 Unrealized 0.0%
NMIH NMI HOLDINGS INC 0.0%
Value ($000) $6 Shares 139 Est. Cost $37.80 Unrealized 0.0%
RNST RENASANT CORP 0.0%
Value ($000) $6 Shares 160 Est. Cost $35.43 Unrealized 0.0%
GKOS GLAUKOS CORP 0.0%
Value ($000) $6 Shares 49 Est. Cost $95.54 Unrealized 0.0%
NE NOBLE CORP PLC 0.0%
Value ($000) $5 Shares 193 Est. Cost $29.24 Unrealized 0.0%
VSS VANGUARD FTSE ALL WO X-US SC 0.0%
Value ($000) $5 Shares 38 Est. Cost $143.34 Unrealized
WAFD WAFD INC 0.0%
Value ($000) $5 Shares 170 Est. Cost $30.49 Unrealized 0.0%
FIBK FIRST INTERSTATE BANCSYS-A 0.0%
Value ($000) $5 Shares 157 Est. Cost $32.13 Unrealized 0.0%
EBND SPDR BLOOMBERG EM BOND 0.0%
Value ($000) $5 Shares 254 Est. Cost $21.37 Unrealized
SR SPIRE INC 0.0%
Value ($000) $5 Shares 64 Est. Cost $82.70 Unrealized
AROW ARROW FINANCIAL CORP 0.0%
Value ($000) $5 Shares 166 Est. Cost $29.20 Unrealized 0.0%
CBAN COLONY BANKCORP 0.0%
Value ($000) $5 Shares 291 Est. Cost $16.81 Unrealized 0.0%
ABM ABM INDUSTRIES INC 0.0%
Value ($000) $5 Shares 120 Est. Cost $43.65 Unrealized 0.0%
UCB UNITED COMMUNITY BANKS/GA 0.0%
Value ($000) $5 Shares 162 Est. Cost $30.87 Unrealized 0.0%
VRNS VARONIS SYSTEMS INC 0.0%
Value ($000) $5 Shares 152 Est. Cost $41.98 Unrealized 0.0%
LZB LA-Z-BOY INC 0.0%
Value ($000) $5 Shares 133 Est. Cost $35.03 Unrealized 0.0%
PDN INV RAFI DEV MKT US SM-USDIN 0.0%
Value ($000) $5 Shares 117 Est. Cost $42.19 Unrealized
CHCO CITY HOLDING CO 0.0%
Value ($000) $5 Shares 41 Est. Cost $120.64 Unrealized 0.0%
BWB BRIDGEWATER BANCSHARES INC 0.0%
Value ($000) $5 Shares 275 Est. Cost $17.35 Unrealized 0.0%
EFSC ENTERPRISE FINANCIAL SERVICE 0.0%
Value ($000) $5 Shares 89 Est. Cost $54.67 Unrealized 0.0%
TS TENARIS SA-ADR 0.0%
Value ($000) $5 Shares 125 Est. Cost $38.45 Unrealized
ABEV AMBEV SA-ADR 0.0%
Value ($000) $5 Shares 1,935 Est. Cost $2.47 Unrealized
FFBC FIRST FINANCIAL BANCORP 0.0%
Value ($000) $5 Shares 191 Est. Cost $24.80 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $74.23 Unrealized 0.0%
MCFT MASTERCRAFT BOAT HOLDINGS IN 0.0%
Value ($000) $5 Shares 250 Est. Cost $19.73 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $5 Shares 88 Est. Cost $40.88 Unrealized 0.0%
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value ($000) $5 Shares 133 Est. Cost $31.88 Unrealized 0.0%
WSBF WATERSTONE FINANCIAL INC 0.0%
Value ($000) $5 Shares 273 Est. Cost $15.68 Unrealized 0.0%
YETI YETI HOLDINGS INC 0.0%
Value ($000) $4 Shares 101 Est. Cost $38.46 Unrealized 0.0%
STLA STELLANTIS NV 0.0%
Value ($000) $4 Shares 408 Est. Cost $10.89 Unrealized
EPRT ESSENTIAL PROPERTIES REALTY 0.0%
Value ($000) $4 Shares 148 Est. Cost $29.66 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $4 Shares 717 Est. Cost $5.97 Unrealized 0.0%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $4 Shares 51 Est. Cost $71.49 Unrealized 0.0%
BPRN PRINCETON BANCORP INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.47 Unrealized 0.0%
MKSI MKS INC 0.0%
Value ($000) $4 Shares 27 Est. Cost $148.21 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $88.25 Unrealized 0.0%
ANGO ANGIODYNAMICS INC 0.0%
Value ($000) $4 Shares 335 Est. Cost $12.34 Unrealized 0.0%
SM SM ENERGY CO 0.0%
Value ($000) $4 Shares 229 Est. Cost $20.02 Unrealized 0.0%
OMCL OMNICELL INC 0.0%
Value ($000) $4 Shares 93 Est. Cost $36.59 Unrealized 0.0%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $200.05 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $4 Shares 488 Est. Cost $8.60 Unrealized
INSM INSMED INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $182.48 Unrealized 0.0%
CHEF CHEFS' WAREHOUSE INC/THE 0.0%
Value ($000) $4 Shares 67 Est. Cost $60.13 Unrealized 0.0%
EAT BRINKER INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $130.99 Unrealized 0.0%
SQM QUIMICA Y MINERA CHIL-SP ADR 0.0%
Value ($000) $4 Shares 60 Est. Cost $68.80 Unrealized
TGLS TECNOGLASS INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $54.59 Unrealized 0.0%
LI LI AUTO INC - ADR 0.0%
Value ($000) $4 Shares 240 Est. Cost $16.93 Unrealized
DCOM DIME COMMUNITY BANCSHARES IN 0.0%
Value ($000) $4 Shares 135 Est. Cost $28.60 Unrealized 0.0%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 76 Est. Cost $48.87 Unrealized 0.0%
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $4 Shares 151 Est. Cost $26.03 Unrealized 0.0%
TRST TRUSTCO BANK CORP NY 0.0%
Value ($000) $4 Shares 97 Est. Cost $39.62 Unrealized 0.0%
BWIN BALDWIN INSURANCE GROUP INC/ 0.0%
Value ($000) $4 Shares 165 Est. Cost $25.47 Unrealized 0.0%
AGIO AGIOS PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 144 Est. Cost $35.08 Unrealized 0.0%
AIT APPLIED INDUSTRIAL TECH INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $255.14 Unrealized 0.0%
WFRD WEATHERFORD INTERNATIONAL PL 0.0%
Value ($000) $4 Shares 49 Est. Cost $72.59 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $4 Shares 308 Est. Cost $10.79 Unrealized 0.0%
DRH DIAMONDROCK HOSPITALITY CO 0.0%
Value ($000) $4 Shares 403 Est. Cost $8.96 Unrealized
UMC UNITED MICROELECTRON-SP ADR 0.0%
Value ($000) $4 Shares 458 Est. Cost $7.86 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $4 Shares 194 Est. Cost $16.71 Unrealized 0.0%
ROG ROGERS CORP 0.0%
Value ($000) $4 Shares 39 Est. Cost $85.87 Unrealized 0.0%
AQN ALGONQUIN POWER & UTILITIES 0.0%
Value ($000) $4 Shares 580 Est. Cost $5.94 Unrealized 0.0%
BCC BOISE CASCADE CO 0.0%
Value ($000) $4 Shares 48 Est. Cost $72.78 Unrealized 0.0%
ELME ELME COMMUNITIES 0.0%
Value ($000) $4 Shares 203 Est. Cost $17.40 Unrealized
PBF PBF ENERGY INC-CLASS A 0.0%
Value ($000) $3 Shares 129 Est. Cost $32.03 Unrealized 0.0%
SDRL SEADRILL LIMITED 0.0%
Value ($000) $3 Shares 101 Est. Cost $31.15 Unrealized 0.0%
NX QUANEX BUILDING PRODUCTS 0.0%
Value ($000) $3 Shares 224 Est. Cost $14.08 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $144.87 Unrealized 0.0%
AVA AVISTA CORP 0.0%
Value ($000) $3 Shares 87 Est. Cost $38.78 Unrealized 0.0%
STNE STONECO LTD-A 0.0%
Value ($000) $3 Shares 225 Est. Cost $14.79 Unrealized
SPSC SPS COMMERCE INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $92.71 Unrealized 0.0%
KVHI KVH INDUSTRIES INC 0.0%
Value ($000) $3 Shares 470 Est. Cost $6.04 Unrealized 0.0%
ALX ALEXANDER'S INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $217.93 Unrealized
OCFC OCEANFIRST FINANCIAL CORP 0.0%
Value ($000) $3 Shares 180 Est. Cost $18.42 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $3 Shares 103 Est. Cost $31.09 Unrealized 0.0%
JJSF J & J SNACK FOODS CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $90.05 Unrealized 0.0%
VSCO VICTORIA'S SECRET & CO 0.0%
Value ($000) $3 Shares 58 Est. Cost $39.72 Unrealized 0.0%
BKU BANKUNITED INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $41.09 Unrealized 0.0%
DOO BRP INC/CA- SUB VOTING 0.0%
Value ($000) $3 Shares 44 Est. Cost $67.95 Unrealized 0.0%
GGB GERDAU SA -SPON ADR 0.0%
Value ($000) $3 Shares 818 Est. Cost $3.69 Unrealized
MEG MONTROSE ENVIRONMENTAL GROUP 0.0%
Value ($000) $3 Shares 117 Est. Cost $26.42 Unrealized 0.0%
HUBG HUB GROUP INC-CL A 0.0%
Value ($000) $3 Shares 68 Est. Cost $38.02 Unrealized 0.0%
MVBF MVB FINANCIAL CORP 0.0%
Value ($000) $3 Shares 112 Est. Cost $26.43 Unrealized 0.0%
ALG ALAMO GROUP INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $173.78 Unrealized 0.0%
SAH SONIC AUTOMOTIVE INC-CLASS A 0.0%
Value ($000) $3 Shares 46 Est. Cost $66.20 Unrealized 0.0%
AXIA/PC AXIA ENERGIA-ADR PREF C 0.0%
Value ($000) $3 Shares 327 Est. Cost $8.62 Unrealized
INSW INTERNATIONAL SEAWAYS INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $48.84 Unrealized 0.0%
PECO PHILLIPS EDISON & COMPANY IN 0.0%
Value ($000) $3 Shares 79 Est. Cost $35.57 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $3 Shares 118 Est. Cost $28.45 Unrealized 0.0%
TTMI TTM TECHNOLOGIES 0.0%
Value ($000) $3 Shares 40 Est. Cost $65.27 Unrealized 0.0%
AUB ATLANTIC UNION BANKSHARES CO 0.0%
Value ($000) $3 Shares 77 Est. Cost $33.86 Unrealized 0.0%
SANM SANMINA CORP 0.0%
Value ($000) $3 Shares 18 Est. Cost $147.61 Unrealized 0.0%
CHRD CHORD ENERGY CORP 0.0%
Value ($000) $3 Shares 28 Est. Cost $91.97 Unrealized 0.0%
HRI HERC HOLDINGS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.97 Unrealized 0.0%
SFD SMITHFIELD FOODS INC 0.0%
Value ($000) $2 Shares 110 Est. Cost $21.88 Unrealized 0.0%
AMWD AMERICAN WOODMARK CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $58.56 Unrealized 0.0%
ASC ARDMORE SHIPPING CORP 0.0%
Value ($000) $2 Shares 228 Est. Cost $11.89 Unrealized 0.0%
GENC GENCOR INDUSTRIES INC 0.0%
Value ($000) $2 Shares 185 Est. Cost $13.40 Unrealized 0.0%
EHAB ENHABIT INC 0.0%
Value ($000) $2 Shares 255 Est. Cost $8.66 Unrealized 0.0%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $2 Shares 110 Est. Cost $20.40 Unrealized 0.0%
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $2 Shares 77 Est. Cost $27.47 Unrealized 0.0%
FN FABRINET 0.0%
Value ($000) $2 Shares 5 Est. Cost $435.01 Unrealized 0.0%
CVBF CVB FINANCIAL CORP 0.0%
Value ($000) $2 Shares 122 Est. Cost $18.94 Unrealized 0.0%
PJT PJT PARTNERS INC - A 0.0%
Value ($000) $2 Shares 13 Est. Cost $170.86 Unrealized 0.0%
MSEX MIDDLESEX WATER CO 0.0%
Value ($000) $2 Shares 42 Est. Cost $53.77 Unrealized 0.0%
BDN BRANDYWINE REALTY TRUST 0.0%
Value ($000) $2 Shares 700 Est. Cost $2.92 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $2 Shares 98 Est. Cost $21.44 Unrealized 0.0%
MGEE MGE ENERGY INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $81.88 Unrealized 0.0%
RAMP LIVERAMP HOLDINGS INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $28.70 Unrealized 0.0%
BBT BEACON FINANCIAL CORP 0.0%
Value ($000) $2 Shares 70 Est. Cost $24.93 Unrealized 0.0%
HP HELMERICH & PAYNE 0.0%
Value ($000) $2 Shares 64 Est. Cost $26.56 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $80.31 Unrealized 0.0%
AI C3.AI INC-A 0.0%
Value ($000) $2 Shares 128 Est. Cost $15.95 Unrealized 0.0%
EMA EMERA INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $48.31 Unrealized 0.0%
SNEX STONEX GROUP INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $94.30 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $29.13 Unrealized 0.0%
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $2 Shares 177 Est. Cost $9.99 Unrealized 0.0%
PCYO PURE CYCLE CORP 0.0%
Value ($000) $2 Shares 147 Est. Cost $11.18 Unrealized 0.0%
FFWM FIRST FOUNDATION INC 0.0%
Value ($000) $2 Shares 262 Est. Cost $5.60 Unrealized 0.0%
YEXT YEXT INC 0.0%
Value ($000) $2 Shares 196 Est. Cost $8.42 Unrealized 0.0%
WLK WESTLAKE CORP 0.0%
Value ($000) $2 Shares 21 Est. Cost $70.79 Unrealized 0.0%
YELP YELP INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $30.84 Unrealized 0.0%
ARCB ARCBEST CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $71.00 Unrealized 0.0%
CALX CALIX INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $58.25 Unrealized 0.0%
PLXS PLEXUS CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $146.63 Unrealized 0.0%
KTOS KRATOS DEFENSE & SECURITY 0.0%
Value ($000) $1 Shares 19 Est. Cost $81.87 Unrealized 0.0%
KN KNOWLES CORP 0.0%
Value ($000) $1 Shares 66 Est. Cost $22.79 Unrealized 0.0%
BEKE KE HOLDINGS INC-ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $15.76 Unrealized
SILC SILICOM LTD 0.0%
Value ($000) $1 Shares 90 Est. Cost $15.61 Unrealized 0.0%
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $19.32 Unrealized 0.0%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $32.60 Unrealized 0.0%
MBUU MALIBU BOATS INC - A 0.0%
Value ($000) $1 Shares 44 Est. Cost $29.00 Unrealized 0.0%
RBRK RUBRIK INC-A 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.71 Unrealized 0.0%
PWP PERELLA WEINBERG PARTNERS 0.0%
Value ($000) $1 Shares 60 Est. Cost $18.56 Unrealized 0.0%
HNGE HINGE HEALTH INC-A 0.0%
Value ($000) $1 Shares 21 Est. Cost $48.16 Unrealized 0.0%
IART INTEGRA LIFESCIENCES HOLDING 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.29 Unrealized 0.0%
VSEC VSE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $170.91 Unrealized 0.0%
OKLO OKLO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.52 Unrealized 0.0%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 295 Est. Cost $2.63 Unrealized 0.0%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $17.11 Unrealized 0.0%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $60.09 Unrealized
CROX CROCS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.64 Unrealized 0.0%
BCH BANCO DE CHILE-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.00 Unrealized
ATGE ADTALEM GLOBAL EDUCATION INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.51 Unrealized 0.0%
PHIN PHINIA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $55.12 Unrealized 0.0%
LRN STRIDE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $90.80 Unrealized 0.0%
MARA MARA HOLDINGS INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $14.76 Unrealized 0.0%
PRFZ INV RAFI US 1500 SM-USD INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.86 Unrealized
SMR NUSCALE POWER CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $28.60 Unrealized 0.0%
MAGN MAGNERA CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $11.59 Unrealized 0.0%
GME/WS GAMESTOP CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.00 Unrealized
BHVN BIOHAVEN LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.39 Unrealized 0.0%
BSAC BANCO SANTANDER-CHILE-ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.00 Unrealized
OPENW OPENDOOR TECHNOLOGIES INC-26 0.0%
Value ($000) $0 Shares 32 Est. Cost $0.91 Unrealized
MTVA METAVIA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.57 Unrealized 0.0%
OPENL OPENDOOR TECHNOLOGIES INC-26 0.0%
Value ($000) $0 Shares 32 Est. Cost $0.53 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC-26 0.0%
Value ($000) $0 Shares 32 Est. Cost $0.41 Unrealized

Increased Positions (691)

IVV ISHARES CORE S&P 500 ETF 4.2%
Value ($000) $772,287 (+19.6%) Shares 1,127,525 (+16.9%) Est. Cost $519.50 Unrealized
LLY ELI LILLY & CO 1.1%
Value ($000) $197,956 (+42.7%) Shares 184,200 (+1.3%) Est. Cost $750.15 Unrealized +27.4%
QLTY GMO U.S. QUALITY ETF 0.5%
Value ($000) $86,178 (+153.0%) Shares 2,240,706 (+138.1%) Est. Cost $37.37 Unrealized
EAGL EAGLE CAPITAL SELECT EQTY 0.4%
Value ($000) $77,781 (+133.9%) Shares 2,396,201 (+125.3%) Est. Cost $31.75 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.4%
Value ($000) $264,946 (+18.8%) Shares 2,961,618 (+15.9%) Est. Cost $72.24 Unrealized
GOOGL ALPHABET INC-CL A 0.9%
Value ($000) $169,622 (+32.5%) Shares 541,924 (+2.9%) Est. Cost $119.04 Unrealized +139.9%
V VISA INC-CLASS A SHARES 0.6%
Value ($000) $107,818 (+46.1%) Shares 307,428 (+42.2%) Est. Cost $298.60 Unrealized +14.0%
TW TRADEWEB MARKETS INC-CLASS A 0.2%
Value ($000) $32,900 (+82017.6%) Shares 305,929 (+84644.9%) Est. Cost $107.38 Unrealized -0.0%
PAY PAYMENTUS HOLDINGS INC-A 0.3%
Value ($000) $49,931 (+156.0%) Shares 1,580,593 (+148.0%) Est. Cost $32.79 Unrealized -0.5%
ECL ECOLAB INC 0.2%
Value ($000) $44,577 (+161.6%) Shares 169,806 (+172.9%) Est. Cost $232.72 Unrealized +14.2%
CWAN CLEARWATER ANALYTICS HDS-A 0.4%
Value ($000) $71,222 (+58.7%) Shares 2,952,808 (+18.5%) Est. Cost $20.23 Unrealized -1.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $31,096 (+421.4%) Shares 94,200 (+445.4%) Est. Cost $358.57 Unrealized -6.0%
IWM ISHARES RUSSELL 2000 ETF ETF 0.2%
Value ($000) $30,984 (+408.4%) Shares 125,868 (+399.7%) Est. Cost $233.55 Unrealized
KO COCA-COLA CO/THE-CDI 0.4%
Value ($000) $74,365 (+47.8%) Shares 1,063,724 (+40.2%) Est. Cost $63.11 Unrealized +10.0%
WMT WALMART INC 1.1%
Value ($000) $210,545 (+10.0%) Shares 1,889,825 (+1.8%) Est. Cost $91.46 Unrealized +17.2%
NVDA NVIDIA CORP 1.7%
Value ($000) $304,041 (+6.2%) Shares 1,630,247 (+6.2%) Est. Cost $123.80 Unrealized +50.4%
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.3%
Value ($000) $50,483 (+45.5%) Shares 560,737 (+50.7%) Est. Cost $98.70 Unrealized -7.0%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $34,932 (+75.2%) Shares 55,702 (+71.1%) Est. Cost $500.80 Unrealized
PGR PROGRESSIVE CORP 1.3%
Value ($000) $236,678 (-4.4%) Shares 1,039,336 (+3.7%) Est. Cost $72.31 Unrealized +193.7%
AVGO BROADCOM INC 0.2%
Value ($000) $34,774 (+36.2%) Shares 100,473 (+29.8%) Est. Cost $215.16 Unrealized +65.9%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $71,684 (+13.5%) Shares 264,320 (+2.9%) Est. Cost $209.92 Unrealized +19.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $7,912 (+716.0%) Shares 206,152 (+630.8%) Est. Cost $36.94 Unrealized -2.4%
ITT ITT INC 0.3%
Value ($000) $54,702 (+14.2%) Shares 315,268 (+17.7%) Est. Cost $169.46 Unrealized +5.7%
MRK MERCK & CO. INC. 0.1%
Value ($000) $24,248 (+34.0%) Shares 230,359 (+6.9%) Est. Cost $49.19 Unrealized +89.6%
SPY SPDR S&P 500 ETF TRUST ETF 0.9%
Value ($000) $173,918 (+3.6%) Shares 255,042 (+1.2%) Est. Cost $443.93 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $60,248 (+10.1%) Shares 797,350 (+16.5%) Est. Cost $79.54 Unrealized -5.2%
TSLA TESLA INC 0.1%
Value ($000) $12,408 (+59.9%) Shares 27,590 (+58.2%) Est. Cost $342.59 Unrealized +29.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $42,698 (+12.1%) Shares 132,513 (+9.7%) Est. Cost $144.31 Unrealized +114.5%
RSP INVESCO S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $16,171 (+37.2%) Shares 84,416 (+35.9%) Est. Cost $172.82 Unrealized
WTS WATTS WATER TECHNOLOGIES-A 0.0%
Value ($000) $4,155 (+17824.6%) Shares 15,053 (+18036.1%) Est. Cost $275.84 Unrealized +0.0%
MCO MOODY'S CORP 0.1%
Value ($000) $17,187 (+25.7%) Shares 33,644 (+17.2%) Est. Cost $463.86 Unrealized +5.1%
CDNS CADENCE DESIGN SYS INC 0.9%
Value ($000) $167,509 (-2.0%) Shares 535,892 (+10.2%) Est. Cost $281.88 Unrealized +15.8%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value ($000) $4,535 (+202.7%) Shares 339,978 (+213.1%) Est. Cost $14.14 Unrealized -2.8%
WSO WATSCO INC 0.4%
Value ($000) $77,833 (-3.6%) Shares 230,992 (+15.6%) Est. Cost $409.55 Unrealized -12.8%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $18,470 (+18.3%) Shares 46,605 (+6.1%) Est. Cost $213.42 Unrealized
NKE NIKE INC -CL B 1.0%
Value ($000) $178,637 (+1.6%) Shares 2,803,916 (+11.2%) Est. Cost $82.83 Unrealized -21.6%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $10,968 (+33.3%) Shares 142,384 (+18.4%) Est. Cost $41.78 Unrealized +76.6%
NOW SERVICENOW INC 0.6%
Value ($000) $112,770 (-2.2%) Shares 736,146 (+487.7%) Est. Cost $174.06 Unrealized -1.4%
KAI KADANT INC 0.2%
Value ($000) $43,277 (+5.9%) Shares 151,840 (+10.5%) Est. Cost $103.35 Unrealized +174.5%
DE DEERE AND CO 0.3%
Value ($000) $56,024 (+4.2%) Shares 120,334 (+2.4%) Est. Cost $133.19 Unrealized +251.1%
MCD MCDONALDS CORP 0.6%
Value ($000) $108,786 (+2.1%) Shares 355,939 (+1.5%) Est. Cost $280.99 Unrealized +8.6%
META META PLATFORMS INC-CLASS A 0.1%
Value ($000) $20,793 (+11.9%) Shares 31,500 (+24.5%) Est. Cost $450.09 Unrealized +48.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $18,156 (+13.5%) Shares 98,997 (+3.6%) Est. Cost $65.54 Unrealized +164.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $25,890 (+8.9%) Shares 215,141 (+2.0%) Est. Cost $57.97 Unrealized +99.2%
VTI VANGUARD TOTAL STOCK MARKET VIPERS 0.1%
Value ($000) $14,661 (+16.8%) Shares 43,730 (+14.4%) Est. Cost $305.22 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $16,385 (+14.7%) Shares 44,289 (+3.0%) Est. Cost $114.52 Unrealized +211.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $7,548 (+33.9%) Shares 28,494 (+19.8%) Est. Cost $202.15 Unrealized +22.8%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $14,157 (+15.4%) Shares 257,406 (+8.2%) Est. Cost $22.09 Unrealized +138.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2,903 (+175.6%) Shares 10,172 (+61.6%) Est. Cost $150.18 Unrealized +52.7%
QUAL ISHARES MSCI USA QUALITY FAC 0.0%
Value ($000) $3,328 (+107.3%) Shares 16,758 (+103.0%) Est. Cost $189.30 Unrealized
VXUS VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2,136 (+388.4%) Shares 28,318 (+375.5%) Est. Cost $72.26 Unrealized
IFF INTL FLAVORS & FRAGRANCES 0.1%
Value ($000) $17,079 (+10.9%) Shares 253,431 (+1.3%) Est. Cost $121.38 Unrealized -46.9%
AMGN AMGEN INC 0.0%
Value ($000) $6,705 (+32.7%) Shares 20,484 (+14.4%) Est. Cost $205.40 Unrealized +53.8%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $4,271 (+61.6%) Shares 19,944 (+22.1%) Est. Cost $130.79 Unrealized +71.7%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $5,861 (+37.4%) Shares 37,863 (+23.6%) Est. Cost $151.33 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $22,622 (+7.5%) Shares 99,006 (+9.0%) Est. Cost $110.99 Unrealized +105.0%
BND VANGUARD TOTAL BOND MARKET 0.0%
Value ($000) $1,645 (+2283.6%) Shares 22,209 (+2293.2%) Est. Cost $74.03 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $8,427 (+22.5%) Shares 320,178 (+10.1%) Est. Cost $23.19 Unrealized +8.2%
HD HOME DEPOT INC 0.1%
Value ($000) $14,168 (-9.8%) Shares 41,174 (+6.2%) Est. Cost $225.90 Unrealized +61.4%
OEF ISHARES S&P 100 ETF CL USD INC 0.1%
Value ($000) $19,716 (+8.2%) Shares 57,487 (+5.0%) Est. Cost $95.13 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $3,586 (+68.7%) Shares 20,947 (+32.0%) Est. Cost $99.54 Unrealized +56.1%
WFC WELLS FARGO & CO 0.0%
Value ($000) $5,107 (+39.5%) Shares 54,794 (+25.5%) Est. Cost $50.43 Unrealized +71.8%
MS MORGAN STANLEY 0.0%
Value ($000) $5,111 (+38.2%) Shares 28,792 (+23.8%) Est. Cost $95.51 Unrealized +74.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF ETF 0.1%
Value ($000) $11,326 (+14.1%) Shares 51,533 (+12.0%) Est. Cost $186.18 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $6,061 (+29.9%) Shares 20,883 (+31.5%) Est. Cost $273.81 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $3,070 (+82.9%) Shares 21,705 (+4.9%) Est. Cost $57.86 Unrealized +95.7%
GE GENERAL ELECTRIC CO COM STOCK 0.0%
Value ($000) $6,619 (+26.5%) Shares 21,487 (+23.5%) Est. Cost $142.66 Unrealized +110.8%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $7,485 (+22.6%) Shares 226,684 (+10.0%) Est. Cost $28.75 Unrealized
USPH U.S. PHYSICAL THERAPY INC 0.0%
Value ($000) $2,206 (+160.9%) Shares 28,245 (+183.9%) Est. Cost $91.18 Unrealized -11.0%
PFF ISHARES PREFERRED & INCOME S 0.0%
Value ($000) $1,383 (+4065.4%) Shares 44,669 (+4154.2%) Est. Cost $30.98 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $2,871 (+88.1%) Shares 3,266 (+62.2%) Est. Cost $638.47 Unrealized +28.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3,144 (+74.2%) Shares 5,552 (+37.6%) Est. Cost $451.56 Unrealized +17.9%
PEP PEPSICO INC 0.1%
Value ($000) $12,664 (+11.7%) Shares 88,241 (+9.3%) Est. Cost $131.62 Unrealized +10.9%
VEU VANGUARD FTSE ALL-WORLD EX-U 0.0%
Value ($000) $2,031 (+182.1%) Shares 27,611 (+173.7%) Est. Cost $67.44 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $7,603 (+20.5%) Shares 113,110 (+18.1%) Est. Cost $53.13 Unrealized
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $3,883 (+49.6%) Shares 141,560 (+48.9%) Est. Cost $40.87 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $5,091 (+33.5%) Shares 33,143 (+25.6%) Est. Cost $100.18 Unrealized +47.4%
FDX FEDEX CORP 0.0%
Value ($000) $5,664 (+28.3%) Shares 19,607 (+4.7%) Est. Cost $166.70 Unrealized +56.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $1,959 (+172.8%) Shares 10,257 (+166.3%) Est. Cost $170.82 Unrealized
DLN WISDOMTREE US LARGECAP DIVID 0.0%
Value ($000) $5,713 (+27.6%) Shares 64,859 (+26.1%) Est. Cost $80.53 Unrealized
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value ($000) $3,875 (+45.2%) Shares 21,799 (+49.0%) Est. Cost $109.68 Unrealized +65.1%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $1,209 (+34048.4%) Shares 14,002 (+35802.6%) Est. Cost $90.64 Unrealized +0.1%
NFLX NETFLIX INC 0.0%
Value ($000) $4,390 (-20.0%) Shares 46,823 (+923.0%) Est. Cost $104.94 Unrealized +2.7%
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $13,797 (+8.6%) Shares 46,577 (+3.5%) Est. Cost $141.19 Unrealized +111.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $5,614 (+24.0%) Shares 32,823 (+20.6%) Est. Cost $99.75 Unrealized +71.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $3,781 (+39.8%) Shares 15,601 (+22.6%) Est. Cost $145.43 Unrealized +52.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $4,558 (+30.8%) Shares 84,502 (+9.3%) Est. Cost $41.61 Unrealized +14.2%
BX BLACKSTONE INC 0.0%
Value ($000) $5,901 (+21.6%) Shares 38,282 (+34.8%) Est. Cost $108.38 Unrealized +39.8%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $2,568 (+67.5%) Shares 42,681 (+60.0%) Est. Cost $57.26 Unrealized
USB US BANCORP 0.0%
Value ($000) $5,533 (+22.2%) Shares 103,683 (+10.7%) Est. Cost $27.84 Unrealized +75.0%
ACN ACCENTURE PLC-CL A 0.0%
Value ($000) $4,032 (+33.0%) Shares 15,029 (+22.2%) Est. Cost $231.17 Unrealized +9.9%
TSM TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ 0.0%
Value ($000) $5,989 (+20.0%) Shares 19,708 (+10.3%) Est. Cost $115.22 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $1,101 (+940.2%) Shares 2,667 (+914.1%) Est. Cost $405.93 Unrealized
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value ($000) $5,537 (+21.8%) Shares 55,818 (+2.6%) Est. Cost $79.65 Unrealized +16.4%
GEV GE VERNOVA LLC 0.0%
Value ($000) $3,687 (+36.5%) Shares 5,641 (+28.4%) Est. Cost $314.59 Unrealized +93.6%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $10,592 (+10.1%) Shares 17,242 (+7.6%) Est. Cost $444.40 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $4,056 (+30.7%) Shares 17,717 (+13.2%) Est. Cost $120.68 Unrealized +81.9%
INTU INTUIT INC 0.0%
Value ($000) $3,750 (+33.8%) Shares 5,661 (+37.9%) Est. Cost $423.99 Unrealized +55.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $7,625 (+14.1%) Shares 57,452 (+12.8%) Est. Cost $69.09 Unrealized +91.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $5,728 (+19.6%) Shares 6,516 (+8.3%) Est. Cost $402.42 Unrealized +102.1%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $2,879 (+47.8%) Shares 35,472 (+32.5%) Est. Cost $48.90 Unrealized
APP APPLOVIN CORP-CLASS A 0.0%
Value ($000) $1,241 (+299.9%) Shares 1,842 (+326.4%) Est. Cost $580.14 Unrealized +8.6%
CMI CUMMINS INC 0.0%
Value ($000) $2,762 (+49.3%) Shares 5,410 (+23.5%) Est. Cost $279.70 Unrealized +66.7%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $2,041 (+78.6%) Shares 26,621 (+56.8%) Est. Cost $57.94 Unrealized +23.7%
SATS ECHOSTAR CORP-A 0.0%
Value ($000) $1,359 (+193.9%) Shares 12,500 (+106.4%) Est. Cost $63.92 Unrealized +27.4%
ROST ROSS STORES INC 0.0%
Value ($000) $1,256 (+233.2%) Shares 6,974 (+181.9%) Est. Cost $155.30 Unrealized +7.3%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $4,668 (-15.6%) Shares 31,845 (+3.0%) Est. Cost $123.57 Unrealized
FXNC FIRST NATIONAL CORP/VA 0.0%
Value ($000) $945 (+733.3%) Shares 37,437 (+648.7%) Est. Cost $22.66 Unrealized +4.3%
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $2,285 (+56.9%) Shares 22,866 (+49.9%) Est. Cost $78.43 Unrealized +20.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2,048 (+67.7%) Shares 4,518 (+44.9%) Est. Cost $331.25 Unrealized +30.1%
CB CHUBB LTD 0.0%
Value ($000) $3,066 (+36.3%) Shares 9,824 (+23.3%) Est. Cost $213.12 Unrealized +37.2%
CEFA GLOBAL X S&P CATH VAL DEVEL 0.0%
Value ($000) $1,699 (+87.8%) Shares 46,009 (+83.0%) Est. Cost $36.42 Unrealized
MAR MARRIOTT INTERNATIONAL -CL A 0.0%
Value ($000) $2,163 (+56.9%) Shares 6,971 (+31.7%) Est. Cost $217.52 Unrealized +31.2%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $5,175 (+17.6%) Shares 45,484 (+18.4%) Est. Cost $106.87 Unrealized +2.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $4,166 (+22.8%) Shares 51,893 (+15.5%) Est. Cost $70.40 Unrealized +17.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $3,829 (-16.6%) Shares 37,956 (+2.8%) Est. Cost $99.14 Unrealized +9.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $9,407 (+8.8%) Shares 19,450 (+12.3%) Est. Cost $435.19 Unrealized +9.4%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $6,110 (+14.0%) Shares 42,572 (+12.0%) Est. Cost $129.16 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $929 (-44.3%) Shares 23,115 (+8.0%) Est. Cost $30.67 Unrealized +21.9%
CEG CONSTELLATION ENERGY - W/I 0.0%
Value ($000) $1,496 (+96.4%) Shares 4,235 (+82.9%) Est. Cost $263.52 Unrealized +37.8%
LOW LOWE'S COS INC 0.0%
Value ($000) $8,410 (+9.5%) Shares 34,874 (+14.1%) Est. Cost $128.59 Unrealized +86.5%
NVS NOVARTIS AG-SPONSORED ADR 0.0%
Value ($000) $6,999 (+11.5%) Shares 50,762 (+3.7%) Est. Cost $81.91 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $4,551 (+18.2%) Shares 53,314 (+5.9%) Est. Cost $64.31 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $2,503 (+39.0%) Shares 21,447 (+20.9%) Est. Cost $74.08 Unrealized +39.9%
GLW CORNING INC 0.0%
Value ($000) $1,660 (+72.4%) Shares 18,964 (+61.5%) Est. Cost $53.51 Unrealized +60.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1,222 (+129.7%) Shares 9,954 (+107.7%) Est. Cost $111.72 Unrealized +8.2%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $1,036 (+185.3%) Shares 8,921 (+167.7%) Est. Cost $101.23 Unrealized +9.2%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1,519 (+76.0%) Shares 4,497 (+62.8%) Est. Cost $255.50 Unrealized +33.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1,911 (+52.0%) Shares 4,069 (+59.6%) Est. Cost $475.45 Unrealized -6.6%
AVEM AVANTIS EMERGING MARKETS EQ 0.0%
Value ($000) $653 (+4244.2%) Shares 8,473 (+4136.5%) Est. Cost $76.77 Unrealized
HLT HILTON WORLDWIDE HLDGS 0.0%
Value ($000) $1,011 (+167.0%) Shares 3,521 (+141.2%) Est. Cost $252.86 Unrealized +7.6%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $2,265 (+35.4%) Shares 2,117 (+22.5%) Est. Cost $788.48 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $2,417 (+31.8%) Shares 10,624 (+27.2%) Est. Cost $171.06 Unrealized +35.2%
AME AMETEK INC 0.0%
Value ($000) $1,920 (+43.2%) Shares 9,352 (+31.2%) Est. Cost $136.39 Unrealized +42.5%
BN BROOKFIELD CORP /CAD/ 0.0%
Value ($000) $2,566 (-18.4%) Shares 55,927 (+22.0%) Est. Cost $30.13 Unrealized +51.2%
AVDV AVANTIS INTL S/C VALUE ETF 0.0%
Value ($000) $571 (+7922.2%) Shares 6,080 (+7500.0%) Est. Cost $93.59 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $908 (+156.6%) Shares 11,171 (+92.4%) Est. Cost $58.03 Unrealized +21.3%
WAB WABTEC CORP 0.0%
Value ($000) $1,075 (+102.2%) Shares 5,038 (+89.9%) Est. Cost $178.64 Unrealized +14.9%
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $19,160 (+2.9%) Shares 290,309 (+1.7%) Est. Cost $71.75 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $822 (+187.8%) Shares 1,065 (+109.6%) Est. Cost $656.18 Unrealized +3.4%
APH AMPHENOL CORP-CL A 0.0%
Value ($000) $1,153 (+83.9%) Shares 8,529 (+68.4%) Est. Cost $104.51 Unrealized +27.8%
BA BOEING CO/THE 0.0%
Value ($000) $5,728 (+10.1%) Shares 26,380 (+9.4%) Est. Cost $172.35 Unrealized +19.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1,200 (+77.4%) Shares 18,834 (+78.8%) Est. Cost $65.85 Unrealized -6.8%
ESGD ISHARES TRUST ISHARES ESG AW 0.0%
Value ($000) $2,662 (+23.3%) Shares 27,997 (+20.6%) Est. Cost $79.42 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,198 (+71.6%) Shares 12,795 (+73.4%) Est. Cost $82.21 Unrealized +9.5%
TRMB TRIMBLE INC 0.0%
Value ($000) $628 (+361.7%) Shares 8,020 (+381.1%) Est. Cost $76.45 Unrealized +4.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,947 (+31.6%) Shares 5,782 (+33.3%) Est. Cost $270.41 Unrealized +26.1%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $2,368 (+23.5%) Shares 23,715 (+4.3%) Est. Cost $49.93 Unrealized +80.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $2,764 (+19.4%) Shares 32,819 (+20.0%) Est. Cost $85.58 Unrealized -1.8%
PLD PROLOGIS INC 0.0%
Value ($000) $1,005 (+79.8%) Shares 7,869 (+61.3%) Est. Cost $113.06 Unrealized +9.6%
MSGS MADISON SQUARE GARDEN SPORTS 0.0%
Value ($000) $448 (+12248.5%) Shares 1,734 (+10737.5%) Est. Cost $227.30 Unrealized +0.1%
CMCSA COMCAST CORP-CLASS A 0.1%
Value ($000) $11,433 (-3.6%) Shares 382,505 (+1.3%) Est. Cost $23.44 Unrealized +21.7%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $926 (+83.1%) Shares 6,397 (+68.6%) Est. Cost $106.32 Unrealized +24.7%
GWW WW GRAINGER INC 0.0%
Value ($000) $3,871 (+12.1%) Shares 3,836 (+5.9%) Est. Cost $450.83 Unrealized +114.9%
ADSK AUTODESK INC 0.0%
Value ($000) $1,995 (+26.3%) Shares 6,738 (+35.6%) Est. Cost $236.54 Unrealized +27.9%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $3,572 (+13.1%) Shares 45,208 (+14.4%) Est. Cost $58.95 Unrealized +32.8%
SYK STRYKER CORP 0.0%
Value ($000) $3,538 (+13.2%) Shares 10,065 (+19.1%) Est. Cost $297.36 Unrealized +22.2%
HCA HCA HOLDINGS INC 0.0%
Value ($000) $1,889 (+27.2%) Shares 4,046 (+16.1%) Est. Cost $328.09 Unrealized +41.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $620 (+184.7%) Shares 21,511 (+93.0%) Est. Cost $20.02 Unrealized +16.8%
PFE PFIZER INC 0.0%
Value ($000) $5,219 (+8.2%) Shares 209,603 (+10.8%) Est. Cost $21.28 Unrealized +17.6%
DOV DOVER CORP 0.0%
Value ($000) $648 (+156.6%) Shares 3,317 (+119.2%) Est. Cost $163.04 Unrealized +11.5%
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $1,099 (+55.6%) Shares 11,960 (+29.9%) Est. Cost $72.86 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $398 (+7110.3%) Shares 3,906 (+6875.0%) Est. Cost $103.09 Unrealized +0.5%
MCK MCKESSON CORP 0.0%
Value ($000) $1,402 (+38.7%) Shares 1,709 (+30.7%) Est. Cost $513.68 Unrealized +58.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1,649 (+30.7%) Shares 17,292 (+33.9%) Est. Cost $98.15 Unrealized -0.1%
SYY SYSCO CORP 0.0%
Value ($000) $3,896 (-8.8%) Shares 52,867 (+1.9%) Est. Cost $66.67 Unrealized +13.3%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $4,248 (-8.1%) Shares 14,790 (+198.8%) Est. Cost $256.33 Unrealized +19.0%
TFC TRUIST BANK 0.0%
Value ($000) $1,513 (+32.4%) Shares 30,751 (+23.0%) Est. Cost $41.62 Unrealized +10.0%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $10,294 (-3.4%) Shares 78,884 (+3.0%) Est. Cost $119.52 Unrealized +11.4%
IWD ISHARES TR RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $6,090 (+6.2%) Shares 28,953 (+2.8%) Est. Cost $168.94 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $626 (+125.5%) Shares 4,210 (+101.6%) Est. Cost $134.42 Unrealized -2.3%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $446 (+354.9%) Shares 5,378 (+267.6%) Est. Cost $74.31 Unrealized +0.5%
CTVA CORTEVA INC 0.0%
Value ($000) $3,370 (+11.3%) Shares 50,281 (+12.3%) Est. Cost $37.54 Unrealized +71.9%
AON AON PLC 0.0%
Value ($000) $1,987 (+20.7%) Shares 5,630 (+21.9%) Est. Cost $299.85 Unrealized +16.4%
INTC INTEL CORP 0.0%
Value ($000) $1,402 (+31.9%) Shares 38,004 (+19.9%) Est. Cost $30.05 Unrealized +25.7%
L LOEWS CORP 0.0%
Value ($000) $1,842 (+22.5%) Shares 17,493 (+16.8%) Est. Cost $83.38 Unrealized +23.8%
SNA SNAP-ON INC 0.0%
Value ($000) $595 (+123.9%) Shares 1,727 (+125.2%) Est. Cost $329.31 Unrealized +3.4%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $3,977 (+8.9%) Shares 20,388 (+17.5%) Est. Cost $145.76 Unrealized +33.8%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $865 (+60.2%) Shares 13,081 (+54.0%) Est. Cost $59.87 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $653 (+98.6%) Shares 3,530 (+101.4%) Est. Cost $169.32 Unrealized +6.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $643 (+100.3%) Shares 12,657 (+54.7%) Est. Cost $41.06 Unrealized +5.5%
AFL AFLAC INC 0.0%
Value ($000) $1,797 (+21.6%) Shares 16,297 (+23.1%) Est. Cost $72.05 Unrealized +52.5%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $1,047 (+42.2%) Shares 13,192 (+35.1%) Est. Cost $69.10 Unrealized +13.8%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $1,079 (+39.6%) Shares 2,201 (+39.8%) Est. Cost $373.84 Unrealized +26.7%
CATH GLOBAL X S&P 500 CA VAL ETF 0.0%
Value ($000) $4,462 (+7.3%) Shares 54,268 (+5.8%) Est. Cost $71.97 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $513 (+144.8%) Shares 2,977 (+70.6%) Est. Cost $101.04 Unrealized +50.0%
VGK VANGUARD EUROPE ETF 0.0%
Value ($000) $807 (+58.2%) Shares 9,657 (+51.0%) Est. Cost $74.12 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,219 (+32.2%) Shares 2,138 (+41.2%) Est. Cost $488.36 Unrealized +18.5%
WELL WELLTOWER INC 0.0%
Value ($000) $742 (+66.1%) Shares 3,997 (+59.4%) Est. Cost $166.26 Unrealized +12.2%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $340 (+607.7%) Shares 12,130 (+544.5%) Est. Cost $28.13 Unrealized -3.2%
QLD PROSHARES ULTRA QQQ 0.0%
Value ($000) $704 (-29.3%) Shares 10,000 (+37.8%) Est. Cost $82.80 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $2,765 (+11.8%) Shares 10,127 (+10.6%) Est. Cost $197.52 Unrealized +37.1%
SCI SERVICE CORP INTERNATIONAL 0.0%
Value ($000) $436 (+197.9%) Shares 5,596 (+218.0%) Est. Cost $75.70 Unrealized +5.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6,903 (+4.3%) Shares 5,191 (+3.4%) Est. Cost $834.19 Unrealized +57.1%
CRWD CROWDSTRIKE HOLDINGS INC - A 0.0%
Value ($000) $921 (+45.2%) Shares 1,965 (+51.9%) Est. Cost $438.09 Unrealized +16.2%
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $2,523 (+12.8%) Shares 93,745 (+10.4%) Est. Cost $28.70 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1,521 (-15.8%) Shares 37,899 (+2.9%) Est. Cost $32.10 Unrealized +30.9%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $3,314 (+9.3%) Shares 7,852 (+7.4%) Est. Cost $286.13 Unrealized +53.5%
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value ($000) $501 (+129.5%) Shares 5,432 (+122.3%) Est. Cost $89.11 Unrealized
PRMB PRIMO BRANDS CORP 0.0%
Value ($000) $1,114 (-20.2%) Shares 68,130 (+7.9%) Est. Cost $27.14 Unrealized -31.9%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $1,866 (+17.7%) Shares 9,617 (+13.5%) Est. Cost $161.60 Unrealized +17.3%
TER TERADYNE INC 0.0%
Value ($000) $358 (+358.0%) Shares 1,850 (+225.7%) Est. Cost $150.62 Unrealized +13.9%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $889 (+45.4%) Shares 5,967 (+19.7%) Est. Cost $94.37 Unrealized +43.7%
PCAR PACCAR INC 0.0%
Value ($000) $757 (+57.4%) Shares 6,912 (+41.3%) Est. Cost $70.56 Unrealized +43.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $826 (+49.9%) Shares 5,458 (+50.6%) Est. Cost $116.30 Unrealized +27.0%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $628 (+76.2%) Shares 3,542 (+73.5%) Est. Cost $150.12 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $2,561 (+11.8%) Shares 12,269 (+7.6%) Est. Cost $99.05 Unrealized +94.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $417 (+183.3%) Shares 4,892 (+158.4%) Est. Cost $81.13 Unrealized +1.2%
KKR KKR & CO INC 0.0%
Value ($000) $731 (+57.8%) Shares 5,738 (+60.9%) Est. Cost $109.96 Unrealized +13.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,927 (+16.0%) Shares 47,300 (+25.2%) Est. Cost $37.63 Unrealized +7.6%
FOX FOX CORP - CLASS B 0.0%
Value ($000) $301 (+752.8%) Shares 4,635 (+652.4%) Est. Cost $57.51 Unrealized +1.5%
CPAY FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $2,891 (+10.0%) Shares 9,608 (+5.3%) Est. Cost $288.12 Unrealized +0.8%
SSO PROSHARES ULTRA S&P500 0.0%
Value ($000) $579 (-31.1%) Shares 10,000 (+33.3%) Est. Cost $72.62 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $610 (+74.9%) Shares 2,974 (+67.4%) Est. Cost $171.74 Unrealized +15.9%
OMC OMNICOM GROUP 0.0%
Value ($000) $533 (+94.2%) Shares 6,597 (+96.0%) Est. Cost $72.12 Unrealized +5.0%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $593 (+75.4%) Shares 8,546 (+43.4%) Est. Cost $51.27 Unrealized +21.8%
GEN GEN DIGITAL INC 0.0%
Value ($000) $302 (+505.7%) Shares 11,105 (+532.4%) Est. Cost $27.04 Unrealized -0.7%
MTD METTLER-TOLEDO INTERNATIONAL 0.0%
Value ($000) $1,136 (+27.8%) Shares 815 (+12.6%) Est. Cost $681.56 Unrealized +104.9%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $1,371 (+21.8%) Shares 6,315 (+27.8%) Est. Cost $228.94 Unrealized -6.7%
HOOD ROBINHOOD MARKETS INC - A 0.0%
Value ($000) $404 (+152.2%) Shares 3,570 (+219.3%) Est. Cost $119.36 Unrealized +9.0%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $886 (+37.2%) Shares 5,423 (+32.8%) Est. Cost $127.93 Unrealized +26.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $572 (+71.3%) Shares 2,049 (+98.7%) Est. Cost $280.47 Unrealized +0.4%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $1,473 (+19.2%) Shares 12,297 (+9.5%) Est. Cost $68.07 Unrealized +68.7%
STX SEAGATE TECHNOLOGY HOLDINGS 0.0%
Value ($000) $514 (+84.7%) Shares 1,868 (+58.3%) Est. Cost $165.73 Unrealized +56.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $372 (+166.8%) Shares 2,474 (+154.0%) Est. Cost $140.81 Unrealized +4.4%
TGT TARGET CORP 0.0%
Value ($000) $2,154 (+11.8%) Shares 22,036 (+2.6%) Est. Cost $99.05 Unrealized -7.5%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $1,904 (-10.6%) Shares 67,710 (+3.7%) Est. Cost $31.46 Unrealized -6.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $469 (+93.0%) Shares 2,795 (+96.6%) Est. Cost $146.70 Unrealized +17.5%
CSX CSX CORP 0.0%
Value ($000) $752 (+42.8%) Shares 20,754 (+39.9%) Est. Cost $31.51 Unrealized +13.3%
VB VANGUARD SMALL-CAP VIPERS 0.0%
Value ($000) $1,424 (+18.8%) Shares 5,521 (+17.1%) Est. Cost $221.54 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $580 (+61.1%) Shares 2,840 (+59.0%) Est. Cost $164.97 Unrealized +22.3%
IEX IDEX CORP 0.0%
Value ($000) $311 (+240.2%) Shares 1,749 (+211.2%) Est. Cost $177.94 Unrealized -4.0%
SGI TEMPUR SEALY INTERNATIONAL I 0.0%
Value ($000) $404 (+119.0%) Shares 4,527 (+106.9%) Est. Cost $70.21 Unrealized +24.4%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $877 (+33.3%) Shares 4,984 (+6.1%) Est. Cost $254.41 Unrealized -35.8%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $3,210 (+7.3%) Shares 51,377 (+2.9%) Est. Cost $48.81 Unrealized
STE STERIS PLC 0.0%
Value ($000) $348 (+166.6%) Shares 1,374 (+160.2%) Est. Cost $242.53 Unrealized +3.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $334 (+176.7%) Shares 4,523 (+202.1%) Est. Cost $74.82 Unrealized +4.6%
SPYG SPDR PORTFOLIO S&P 500 GROWT 0.0%
Value ($000) $271 (+366.2%) Shares 2,539 (+356.7%) Est. Cost $101.56 Unrealized
BXP BXP INC 0.0%
Value ($000) $2,365 (-8.2%) Shares 35,045 (+1.1%) Est. Cost $64.79 Unrealized +8.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $610 (+52.4%) Shares 1,568 (+36.9%) Est. Cost $317.64 Unrealized +18.1%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $321 (+185.2%) Shares 1,134 (+115.2%) Est. Cost $208.57 Unrealized +18.4%
FIX COMFORT SYSTEMS USA INC 0.0%
Value ($000) $216 (+1532.9%) Shares 231 (+1343.8%) Est. Cost $880.55 Unrealized +4.8%
MUFG MITSUBISHI UFJ FINL-SPON ADR 0.0%
Value ($000) $209 (+2935.4%) Shares 13,179 (+2950.7%) Est. Cost $15.79 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $1,113 (+22.1%) Shares 6,032 (+10.9%) Est. Cost $134.23 Unrealized +25.2%
NUE NUCOR CORP 0.0%
Value ($000) $532 (+60.8%) Shares 3,262 (+33.5%) Est. Cost $130.03 Unrealized +15.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $316 (+171.6%) Shares 8,623 (+160.0%) Est. Cost $35.63 Unrealized -2.5%
SHOP SHOPIFY INC - CLASS A 0.0%
Value ($000) $1,302 (+18.1%) Shares 8,090 (+9.0%) Est. Cost $90.87 Unrealized +76.7%
VONG VANGUARD RUSSELL 1000 GROWTH 0.0%
Value ($000) $4,186 (+5.0%) Shares 34,384 (+3.9%) Est. Cost $104.68 Unrealized
MET METLIFE INC 0.0%
Value ($000) $1,388 (+16.2%) Shares 17,583 (+21.2%) Est. Cost $67.84 Unrealized +16.3%
RL RALPH LAUREN CORP 0.0%
Value ($000) $257 (+296.1%) Shares 727 (+251.2%) Est. Cost $317.41 Unrealized +7.1%
MMM 3M CO 0.0%
Value ($000) $4,251 (+4.7%) Shares 26,553 (+1.5%) Est. Cost $85.62 Unrealized +90.6%
F FORD MOTOR CO 0.0%
Value ($000) $524 (+57.7%) Shares 39,931 (+43.7%) Est. Cost $11.47 Unrealized +11.9%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $355 (+116.3%) Shares 695 (+148.2%) Est. Cost $497.15 Unrealized +6.0%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $419 (+82.4%) Shares 2,610 (+96.1%) Est. Cost $157.26 Unrealized +2.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $507 (+59.1%) Shares 4,493 (+46.2%) Est. Cost $99.78 Unrealized +6.7%
CRH CRH PLC 0.0%
Value ($000) $259 (+255.2%) Shares 2,075 (+241.3%) Est. Cost $110.80 Unrealized +7.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $293 (+171.8%) Shares 1,426 (+107.6%) Est. Cost $169.06 Unrealized +11.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $501 (+58.3%) Shares 1,126 (+55.1%) Est. Cost $346.83 Unrealized
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $870 (+26.7%) Shares 1,286 (+19.6%) Est. Cost $474.80 Unrealized +43.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $418 (+77.6%) Shares 4,205 (+79.8%) Est. Cost $92.97 Unrealized +6.3%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $406 (+81.3%) Shares 1,917 (+78.7%) Est. Cost $183.01 Unrealized
WRB WR BERKLEY CORP 0.0%
Value ($000) $780 (+30.3%) Shares 11,121 (+42.4%) Est. Cost $59.72 Unrealized +21.8%
SGOV ISHARES 0-3 MONTH TREASURY B 0.0%
Value ($000) $198 (+1048.9%) Shares 1,971 (+1052.6%) Est. Cost $100.41 Unrealized
FNDX SCHWAB FNDMNTL US LRG CO ETF 0.0%
Value ($000) $2,422 (+8.0%) Shares 89,026 (+4.4%) Est. Cost $24.97 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $604 (+41.5%) Shares 1,723 (+30.4%) Est. Cost $346.35 Unrealized -2.8%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $229 (+338.8%) Shares 2,074 (+322.4%) Est. Cost $109.40 Unrealized +1.1%
NDAQ NASDAQ OMX GROUP/THE 0.0%
Value ($000) $608 (+40.9%) Shares 6,255 (+28.3%) Est. Cost $68.92 Unrealized +30.2%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $557 (+46.2%) Shares 5,808 (+38.3%) Est. Cost $89.77 Unrealized +1.9%
RVTY REVVITY INC 0.0%
Value ($000) $396 (+77.8%) Shares 4,098 (+61.1%) Est. Cost $106.53 Unrealized -9.9%
FTNT FORTINET INC 0.0%
Value ($000) $692 (+33.5%) Shares 8,709 (+41.3%) Est. Cost $75.63 Unrealized +9.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $208 (+471.7%) Shares 1,693 (+338.6%) Est. Cost $102.73 Unrealized +4.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,432 (+13.3%) Shares 711 (+31.4%) Est. Cost $1954.92 Unrealized +7.4%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $315 (+114.4%) Shares 3,770 (+82.6%) Est. Cost $67.39 Unrealized +13.2%
ICE INTERCONTINENTALEXCHANGE GRO COM 0.0%
Value ($000) $7,885 (-2.1%) Shares 48,686 (+1.9%) Est. Cost $98.71 Unrealized +58.3%
SNDK SANDISK CORP 0.0%
Value ($000) $177 (+1284.5%) Shares 746 (+554.4%) Est. Cost $177.98 Unrealized +12.5%
ABNB AIRBNB INC-CLASS A 0.0%
Value ($000) $280 (+137.9%) Shares 2,062 (+112.8%) Est. Cost $126.76 Unrealized -1.8%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $182 (+799.3%) Shares 869 (+769.0%) Est. Cost $189.78 Unrealized +2.1%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $403 (+65.2%) Shares 4,714 (+51.7%) Est. Cost $67.25 Unrealized +18.5%
SONY SONY CORP-SPONSORED ADR 0.0%
Value ($000) $463 (+52.1%) Shares 18,087 (+71.0%) Est. Cost $29.62 Unrealized
PSX PHILLIPS 66 COM STK 0.0%
Value ($000) $475 (+49.7%) Shares 3,681 (+57.8%) Est. Cost $108.30 Unrealized +23.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $344 (+84.3%) Shares 12,189 (+60.4%) Est. Cost $24.43 Unrealized +7.6%
TFI SPDR NUVEEN ICE MUNI BD ETF 0.0%
Value ($000) $276 (+132.6%) Shares 6,029 (+131.9%) Est. Cost $45.26 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $265 (+144.2%) Shares 3,423 (+120.8%) Est. Cost $70.20 Unrealized +6.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,778 (-8.1%) Shares 8,756 (+8.4%) Est. Cost $189.21 Unrealized +11.7%
BV BRIGHTVIEW HOLDINGS INC 0.0%
Value ($000) $507 (+44.4%) Shares 40,009 (+52.7%) Est. Cost $14.10 Unrealized -10.0%
ARES ARES MANAGEMENT CORP - A 0.0%
Value ($000) $199 (+337.8%) Shares 1,230 (+333.1%) Est. Cost $155.71 Unrealized -0.5%
MOAT VANECK MORNINGSTAR WIDE MOAT 0.0%
Value ($000) $301 (+103.4%) Shares 2,904 (+94.6%) Est. Cost $95.39 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $795 (+23.7%) Shares 10,816 (+22.8%) Est. Cost $60.37 Unrealized +16.7%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $260 (+136.6%) Shares 3,988 (+95.5%) Est. Cost $54.10 Unrealized +13.1%
ES EVERSOURCE ENERGY COM STK 0.0%
Value ($000) $320 (+87.9%) Shares 4,751 (+98.5%) Est. Cost $64.34 Unrealized +8.1%
HIG HARTFORD FINANCIAL SVCS GRP 0.0%
Value ($000) $1,436 (+11.6%) Shares 10,423 (+8.0%) Est. Cost $101.95 Unrealized +29.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $278 (+115.1%) Shares 1,339 (+84.2%) Est. Cost $256.75 Unrealized -29.4%
PPL PPL CORP 0.0%
Value ($000) $222 (+200.5%) Shares 6,351 (+218.8%) Est. Cost $35.35 Unrealized +1.4%
GEHC GE HEALTHCARE TECHNOLOG-W/I 0.0%
Value ($000) $469 (+46.0%) Shares 5,721 (+33.7%) Est. Cost $73.12 Unrealized +6.5%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $319 (+85.1%) Shares 2,309 (+80.7%) Est. Cost $164.88 Unrealized -17.0%
KVUE KENVUE INC 0.0%
Value ($000) $461 (+45.5%) Shares 26,707 (+36.9%) Est. Cost $19.75 Unrealized -17.7%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $352 (+69.1%) Shares 1,936 (+50.8%) Est. Cost $174.64 Unrealized -1.3%
MLM MARTIN MARIETTA MATERIALS 0.0%
Value ($000) $2,224 (+6.9%) Shares 3,572 (+8.2%) Est. Cost $438.34 Unrealized +41.8%
CVNA CARVANA CO 0.0%
Value ($000) $155 (+1147.5%) Shares 368 (+1015.2%) Est. Cost $366.84 Unrealized +1.3%
NWS NEWS CORP - CLASS B 0.0%
Value ($000) $192 (+280.6%) Shares 6,492 (+343.7%) Est. Cost $30.19 Unrealized -1.2%
UBS UBS GROUP AG- REG 0.0%
Value ($000) $774 (+22.3%) Shares 16,711 (+8.3%) Est. Cost $32.30 Unrealized +25.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $404 (+53.7%) Shares 10,542 (+55.5%) Est. Cost $35.27 Unrealized +10.2%
MAS MASCO CORP 0.0%
Value ($000) $736 (+23.7%) Shares 11,595 (+37.2%) Est. Cost $60.55 Unrealized +6.9%
FNDF SCHWAB FNDMN INTL LRG CO ETF 0.0%
Value ($000) $2,218 (+6.7%) Shares 49,049 (+1.4%) Est. Cost $40.15 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $454 (+43.9%) Shares 6,101 (+30.4%) Est. Cost $70.34 Unrealized +3.9%
B BARRICK GOLD CORP 0.0%
Value ($000) $425 (+47.8%) Shares 9,754 (+11.2%) Est. Cost $21.35 Unrealized +75.3%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $229 (+147.3%) Shares 1,727 (+92.5%) Est. Cost $110.45 Unrealized +1.0%
EXC EXELON CORP 0.0%
Value ($000) $382 (+54.9%) Shares 8,752 (+59.9%) Est. Cost $35.48 Unrealized +28.1%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $851 (-13.6%) Shares 5,232 (+2.4%) Est. Cost $160.98 Unrealized +15.8%
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $219 (+153.4%) Shares 2,474 (+156.1%) Est. Cost $86.38 Unrealized +3.3%
MAA MID-AMERICA APARTMENT COMM 0.0%
Value ($000) $979 (+15.6%) Shares 7,048 (+16.3%) Est. Cost $126.82 Unrealized +4.9%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $279 (+87.7%) Shares 1,437 (+29.6%) Est. Cost $151.57 Unrealized +13.2%
STBA S & T BANCORP INC 0.0%
Value ($000) $426 (+44.0%) Shares 10,826 (+37.6%) Est. Cost $32.96 Unrealized +17.1%
TAP MOLSON COORS BEVERAGE CO - B 0.0%
Value ($000) $702 (+22.3%) Shares 15,040 (+18.6%) Est. Cost $45.99 Unrealized -0.4%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $199 (+177.7%) Shares 3,322 (+155.7%) Est. Cost $57.28 Unrealized +0.1%
XYZ BLOCK INC 0.0%
Value ($000) $222 (+135.1%) Shares 3,406 (+161.0%) Est. Cost $71.08 Unrealized -3.0%
EME EMCOR GROUP INC 0.0%
Value ($000) $198 (+176.6%) Shares 323 (+193.6%) Est. Cost $633.49 Unrealized +2.2%
EBAY EBAY INC 0.0%
Value ($000) $742 (+20.3%) Shares 8,523 (+25.7%) Est. Cost $46.50 Unrealized +85.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $168 (+290.7%) Shares 2,656 (+374.3%) Est. Cost $69.93 Unrealized -0.7%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $468 (+36.6%) Shares 2,074 (+15.1%) Est. Cost $179.48 Unrealized +21.2%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $217 (+134.9%) Shares 1,942 (+102.7%) Est. Cost $96.86 Unrealized +4.3%
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $656 (+22.6%) Shares 2,263 (+18.0%) Est. Cost $242.70 Unrealized +15.6%
IBIT ISHARES BITCOIN TRUST 0.0%
Value ($000) $708 (-14.5%) Shares 14,257 (+11.9%) Est. Cost $56.82 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $344 (+52.9%) Shares 3,448 (+59.8%) Est. Cost $93.18 Unrealized +9.4%
TNGY TORTOISE ENERGY FUND 0.0%
Value ($000) $546 (+27.8%) Shares 60,439 (+28.3%) Est. Cost $9.06 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $615 (+23.9%) Shares 364 (+9.6%) Est. Cost $770.83 Unrealized +123.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1,714 (+7.4%) Shares 36,613 (+2.2%) Est. Cost $23.48 Unrealized +85.9%
SRE SEMPRA ENERGY 0.0%
Value ($000) $558 (+26.5%) Shares 6,324 (+28.9%) Est. Cost $76.88 Unrealized +17.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $515 (+28.8%) Shares 4,590 (+45.6%) Est. Cost $99.91 Unrealized +16.7%
PTC PTC INC 0.0%
Value ($000) $283 (+68.1%) Shares 1,624 (+95.9%) Est. Cost $181.88 Unrealized +2.2%
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $128 (+814.2%) Shares 1,625 (+724.9%) Est. Cost $77.24 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $187 (+154.9%) Shares 1,101 (+109.7%) Est. Cost $142.62 Unrealized +11.0%
FTV FORTIVE CORP - W/I 0.0%
Value ($000) $267 (+73.5%) Shares 4,829 (+54.0%) Est. Cost $49.54 Unrealized +4.7%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $243 (+86.5%) Shares 8,520 (+82.7%) Est. Cost $26.74 Unrealized
TM TOYOTA MOTOR CORP -SPON ADR 0.0%
Value ($000) $119 (+1676.4%) Shares 555 (+1485.7%) Est. Cost $211.65 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $308 (+56.0%) Shares 3,271 (+32.4%) Est. Cost $65.90 Unrealized +28.1%
MSCI MSCI INC 0.0%
Value ($000) $550 (+24.5%) Shares 959 (+23.1%) Est. Cost $478.20 Unrealized +17.1%
UDR UDR INC 0.0%
Value ($000) $121 (+733.8%) Shares 3,303 (+746.9%) Est. Cost $36.18 Unrealized -1.8%
DXCM DEXCOM INC 0.0%
Value ($000) $263 (+67.1%) Shares 3,970 (+69.4%) Est. Cost $84.79 Unrealized -23.8%
DB DEUTSCHE BANK AG-REGISTERED 0.0%
Value ($000) $149 (+226.2%) Shares 3,870 (+199.5%) Est. Cost $30.42 Unrealized +18.6%
HUM HUMANA INC 0.0%
Value ($000) $549 (+22.9%) Shares 2,145 (+24.9%) Est. Cost $262.13 Unrealized -0.3%
HUBB HUBBELL INC 0.0%
Value ($000) $240 (+73.9%) Shares 541 (+68.5%) Est. Cost $397.58 Unrealized +10.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $235 (+76.6%) Shares 904 (+96.5%) Est. Cost $280.29 Unrealized -1.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $147 (+218.3%) Shares 2,713 (+189.9%) Est. Cost $50.94 Unrealized +0.7%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $327 (+44.5%) Shares 361 (+46.7%) Est. Cost $766.96 Unrealized +25.3%
MKC MCCORMICK & CO-NON VTG SHRS 0.0%
Value ($000) $1,051 (+10.5%) Shares 15,429 (+8.6%) Est. Cost $70.76 Unrealized -6.8%
IDEV ISHARES CORE MSCI DEV MKTS 0.0%
Value ($000) $128 (+359.0%) Shares 1,548 (+346.1%) Est. Cost $81.94 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $182 (+122.0%) Shares 1,746 (+151.6%) Est. Cost $99.24 Unrealized +9.1%
DASH DOORDASH INC - A 0.0%
Value ($000) $444 (+28.9%) Shares 1,959 (+54.9%) Est. Cost $230.16 Unrealized +1.9%
WAT WATERS CORP 0.0%
Value ($000) $328 (+42.3%) Shares 864 (+12.4%) Est. Cost $333.78 Unrealized +10.2%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $243 (+66.5%) Shares 427 (+110.3%) Est. Cost $658.23 Unrealized -5.7%
INVH INVITATION HOMES INC 0.0%
Value ($000) $2,463 (-3.7%) Shares 88,637 (+1.6%) Est. Cost $21.37 Unrealized +29.3%
GSK GLAXOSMITHKLINE PLC-SPON ADR 0.0%
Value ($000) $290 (+48.3%) Shares 5,906 (+30.5%) Est. Cost $34.87 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $451 (+26.2%) Shares 5,169 (+22.3%) Est. Cost $56.22 Unrealized +48.8%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $100 (+1474.1%) Shares 788 (+1476.0%) Est. Cost $124.86 Unrealized -0.0%
AVTR AVANTOR INC 0.0%
Value ($000) $573 (+19.3%) Shares 50,000 (+29.9%) Est. Cost $15.79 Unrealized -22.1%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $125 (+272.3%) Shares 1,382 (+261.8%) Est. Cost $86.71 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $516 (+21.3%) Shares 8,599 (+18.7%) Est. Cost $44.19 Unrealized +32.8%
COO COOPER COS INC/THE 0.0%
Value ($000) $163 (+125.2%) Shares 1,984 (+88.4%) Est. Cost $88.08 Unrealized -15.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $208 (+77.0%) Shares 2,058 (+116.4%) Est. Cost $114.24 Unrealized -5.2%
O REALTY INCOME CORP 0.0%
Value ($000) $1,419 (-6.0%) Shares 25,176 (+1.4%) Est. Cost $50.87 Unrealized +12.8%
EEM ISHARES MSCI EMERGING MARKETS INDEX FUND 0.0%
Value ($000) $430 (+26.3%) Shares 7,862 (+23.3%) Est. Cost $47.84 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $271 (+49.3%) Shares 448 (+34.9%) Est. Cost $455.36 Unrealized +20.7%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $111 (+387.7%) Shares 542 (+258.9%) Est. Cost $179.18 Unrealized -0.5%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $168 (+110.3%) Shares 2,667 (+116.0%) Est. Cost $63.27 Unrealized -4.1%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $266 (+48.2%) Shares 2,992 (+60.9%) Est. Cost $99.35 Unrealized -8.3%
LEN LENNAR CORP-A 0.0%
Value ($000) $353 (+31.9%) Shares 3,431 (+61.8%) Est. Cost $118.67 Unrealized +1.7%
BTI BRITISH AMERICAN TOB-SP ADR 0.0%
Value ($000) $416 (+25.8%) Shares 7,341 (+17.9%) Est. Cost $44.05 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. 0.0%
Value ($000) $552 (+18.2%) Shares 3,712 (+15.8%) Est. Cost $110.17 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $142 (+148.1%) Shares 2,187 (+157.3%) Est. Cost $63.90 Unrealized +4.6%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $90 (+1331.8%) Shares 311 (+1313.6%) Est. Cost $283.60 Unrealized -1.3%
FE FIRSTENERGY CORP 0.0%
Value ($000) $198 (+73.2%) Shares 4,419 (+77.3%) Est. Cost $43.00 Unrealized +6.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $400 (+25.9%) Shares 2,942 (+18.7%) Est. Cost $126.59 Unrealized +13.5%
OSK OSHKOSH CORP 0.0%
Value ($000) $95 (+588.1%) Shares 753 (+610.4%) Est. Cost $123.40 Unrealized +3.7%
COIN COINBASE GLOBAL INC -CLASS A 0.0%
Value ($000) $226 (-26.3%) Shares 1,001 (+10.0%) Est. Cost $280.77 Unrealized +6.1%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $170 (+90.1%) Shares 650 (+60.5%) Est. Cost $211.80 Unrealized +19.1%
DELL DELL TECHNOLOGIES -C 0.0%
Value ($000) $789 (-9.2%) Shares 6,268 (+2.3%) Est. Cost $106.69 Unrealized +31.9%
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $201 (+64.4%) Shares 1,920 (+38.3%) Est. Cost $91.62 Unrealized +5.7%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $351 (+28.9%) Shares 1,398 (+25.9%) Est. Cost $155.51 Unrealized +59.9%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $78 (+25559.5%) Shares 1,287 (+25640.0%) Est. Cost $60.61 Unrealized
FRT FEDERAL REALTY INVS TRUST REIT 0.0%
Value ($000) $127 (+155.7%) Shares 1,262 (+157.0%) Est. Cost $97.84 Unrealized -0.5%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $104 (+289.3%) Shares 250 (+303.2%) Est. Cost $425.65 Unrealized -2.4%
TPR TAPESTRY INC 0.0%
Value ($000) $183 (+72.5%) Shares 1,432 (+52.8%) Est. Cost $96.68 Unrealized +17.9%
NDSN NORDSON CORP 0.0%
Value ($000) $200 (+61.9%) Shares 833 (+52.8%) Est. Cost $228.45 Unrealized +2.5%
NWSA NEWS CORP - CLASS A 0.0%
Value ($000) $115 (+192.0%) Shares 4,411 (+243.3%) Est. Cost $26.96 Unrealized -2.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $251 (+42.5%) Shares 3,587 (+49.3%) Est. Cost $70.39 Unrealized +3.0%
SMLF ISHARES MSCI USA SMALL-CAP M 0.0%
Value ($000) $339 (+28.1%) Shares 4,533 (+27.2%) Est. Cost $58.38 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $1,189 (+6.7%) Shares 2,672 (+19.5%) Est. Cost $487.90 Unrealized -5.3%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $177 (+71.3%) Shares 2,288 (+83.9%) Est. Cost $87.02 Unrealized -7.7%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $724 (+11.3%) Shares 2,593 (+17.2%) Est. Cost $217.60 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $223 (+49.3%) Shares 7,293 (+41.4%) Est. Cost $26.57 Unrealized +4.9%
AMCOR PLC 0.0%
Value ($000) $99 (+276.6%) Shares 11,895 (+269.4%) Est. Cost $8.57 Unrealized -3.8%
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value ($000) $256 (+38.8%) Shares 4,457 (+44.2%) Est. Cost $57.34 Unrealized +3.7%
HII HUNTINGTON INGALLS INDUSTRIE 0.0%
Value ($000) $170 (+72.7%) Shares 500 (+46.2%) Est. Cost $275.09 Unrealized +12.5%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $267 (+36.0%) Shares 3,187 (+42.1%) Est. Cost $92.20 Unrealized -7.5%
XMHQ INVESCO S&P MIDCAP QUAL ETF 0.0%
Value ($000) $1,438 (+5.1%) Shares 14,044 (+7.7%) Est. Cost $103.54 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-B 0.0%
Value ($000) $72 (+3443.9%) Shares 783 (+3459.1%) Est. Cost $91.39 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $426 (+19.5%) Shares 2,317 (+23.6%) Est. Cost $149.43 Unrealized +21.9%
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $168 (+70.5%) Shares 1,522 (+65.4%) Est. Cost $102.75 Unrealized +0.4%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $374 (+22.6%) Shares 15,639 (+18.7%) Est. Cost $22.70 Unrealized -0.2%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $76 (+944.2%) Shares 2,238 (+885.9%) Est. Cost $32.25 Unrealized +0.6%
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $126 (+114.7%) Shares 481 (+119.6%) Est. Cost $259.74 Unrealized -1.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $2,435 (+2.8%) Shares 40,508 (+8.4%) Est. Cost $39.83 Unrealized +50.8%
VTIP VANGUARD SHORT-TERM TIPS 0.0%
Value ($000) $90 (+290.3%) Shares 1,814 (+299.6%) Est. Cost $49.71 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $404 (+19.8%) Shares 5,214 (+20.2%) Est. Cost $53.67 Unrealized +42.5%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $776 (+9.2%) Shares 32,300 (+5.8%) Est. Cost $22.21 Unrealized
JBL JABIL INC 0.0%
Value ($000) $695 (+10.4%) Shares 3,049 (+5.1%) Est. Cost $77.85 Unrealized +174.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $537 (+13.6%) Shares 9,753 (+12.4%) Est. Cost $42.72 Unrealized +24.9%
EVRG EVERGY INC 0.0%
Value ($000) $325 (+24.7%) Shares 4,477 (+30.8%) Est. Cost $67.42 Unrealized +11.9%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $172 (+59.7%) Shares 941 (+30.3%) Est. Cost $171.07 Unrealized -2.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $2,613 (-2.4%) Shares 9,049 (+1.6%) Est. Cost $226.91 Unrealized +27.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $3,406 (+1.9%) Shares 12,375 (+6.7%) Est. Cost $301.14 Unrealized -7.3%
SW SMURFIT WESTROCK PLC/GBP/ 0.0%
Value ($000) $103 (+156.0%) Shares 2,658 (+181.9%) Est. Cost $40.73 Unrealized -6.4%
AIZ ASSURANT INC 0.0%
Value ($000) $89 (+232.7%) Shares 371 (+199.2%) Est. Cost $213.85 Unrealized +4.2%
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $70 (+765.5%) Shares 5,970 (+673.3%) Est. Cost $11.29 Unrealized
HSY HERSHEY CO/THE 0.0%
Value ($000) $249 (+33.1%) Shares 1,368 (+36.8%) Est. Cost $164.73 Unrealized +10.5%
CNC CENTENE CORP 0.0%
Value ($000) $177 (+53.4%) Shares 4,308 (+33.0%) Est. Cost $42.26 Unrealized -11.4%
FIS FIDELITY NATIONAL INFO SERV 0.0%
Value ($000) $247 (+32.8%) Shares 3,711 (+31.8%) Est. Cost $73.07 Unrealized -10.2%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $779 (+8.5%) Shares 9,704 (+12.7%) Est. Cost $68.66 Unrealized +18.1%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $2,113 (+2.9%) Shares 15,468 (+1.4%) Est. Cost $93.40 Unrealized +40.0%
VTRS VIATRIS INC 0.0%
Value ($000) $174 (+51.4%) Shares 13,998 (+20.4%) Est. Cost $9.29 Unrealized +15.4%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $639 (+10.2%) Shares 2,856 (+23.9%) Est. Cost $221.06 Unrealized +1.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $135 (+76.9%) Shares 5,690 (+85.2%) Est. Cost $24.50 Unrealized -6.1%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $199 (+41.4%) Shares 410 (+54.1%) Est. Cost $571.73 Unrealized -12.6%
MTB M & T BANK CORP 0.0%
Value ($000) $840 (+7.4%) Shares 4,169 (+5.4%) Est. Cost $149.02 Unrealized +27.6%
LKQ LKQ CORP 0.0%
Value ($000) $438 (+14.8%) Shares 14,490 (+16.1%) Est. Cost $37.51 Unrealized -20.1%
NCLH NORWEGIAN CRUISE LINE HOLDIN 0.0%
Value ($000) $78 (+265.1%) Shares 3,477 (+302.9%) Est. Cost $21.70 Unrealized -2.7%
BCS BARCLAYS PLC-SPONS ADR 0.0%
Value ($000) $56 (+8165.7%) Shares 2,215 (+6612.1%) Est. Cost $25.35 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.0%
Value ($000) $2,699 (+2.1%) Shares 19,137 (+1.1%) Est. Cost $123.35 Unrealized
RKT ROCKET COS INC-CLASS A 0.0%
Value ($000) $56 (+5723.9%) Shares 2,915 (+5730.0%) Est. Cost $17.87 Unrealized +0.0%
DAYFORCE INC 0.0%
Value ($000) $121 (+83.6%) Shares 1,747 (+82.9%) Est. Cost $64.62 Unrealized +6.5%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $130 (+72.7%) Shares 653 (+35.5%) Est. Cost $185.38 Unrealized -2.2%
BYD BOYD GAMING CORP 0.0%
Value ($000) $57 (+1798.6%) Shares 674 (+1825.7%) Est. Cost $82.34 Unrealized -0.1%
ILMN ILLUMINA INC 0.0%
Value ($000) $58 (+1385.4%) Shares 441 (+975.6%) Est. Cost $117.33 Unrealized +0.1%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $149 (+55.2%) Shares 443 (+37.6%) Est. Cost $252.22 Unrealized +24.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,295 (+4.3%) Shares 6,220 (+7.5%) Est. Cost $169.33 Unrealized +20.5%
STM STMICROELECTRONICS NV-NY SHS 0.0%
Value ($000) $70 (+313.4%) Shares 2,680 (+350.4%) Est. Cost $26.46 Unrealized
XLK TECHNOLOGY SELECT SECTOR FUND SPDR 0.0%
Value ($000) $1,382 (-3.7%) Shares 9,596 (+88.6%) Est. Cost $176.44 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $116 (+82.3%) Shares 6,548 (+75.0%) Est. Cost $16.10 Unrealized +5.2%
PCG P G & E CORP 0.0%
Value ($000) $152 (+52.2%) Shares 9,454 (+42.9%) Est. Cost $15.18 Unrealized +4.9%
FNDA SCHWAB FNDMNTL US SM CO ETF 0.0%
Value ($000) $128 (+67.5%) Shares 4,048 (+65.6%) Est. Cost $30.18 Unrealized
TSN TYSON FOODS INC-CL A 0.0%
Value ($000) $91 (+128.4%) Shares 1,549 (+111.6%) Est. Cost $54.90 Unrealized -0.5%
CM CAN IMPERIAL BK OF COMMERCE 0.0%
Value ($000) $100 (+102.6%) Shares 1,102 (+78.6%) Est. Cost $73.44 Unrealized +16.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $251 (+24.9%) Shares 14,488 (+24.4%) Est. Cost $14.25 Unrealized +14.3%
IWP ISHARES RUSSELL MIDCAP GRWTH 0.0%
Value ($000) $2,330 (-2.1%) Shares 17,014 (+1.8%) Est. Cost $112.40 Unrealized
UHS UNIVERSAL HEALTH SERVICES-B 0.0%
Value ($000) $83 (+149.3%) Shares 381 (+133.7%) Est. Cost $202.85 Unrealized +8.9%
XLI INDUSTRIAL SELECT SECT SPDR 0.0%
Value ($000) $208 (+31.4%) Shares 1,338 (+30.7%) Est. Cost $126.12 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $739 (+6.9%) Shares 6,289 (+1.7%) Est. Cost $43.31 Unrealized +147.3%
HAS HASBRO INC 0.0%
Value ($000) $140 (+51.5%) Shares 1,703 (+40.2%) Est. Cost $75.69 Unrealized +3.1%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $159 (+42.7%) Shares 1,797 (+34.1%) Est. Cost $78.58 Unrealized +6.7%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $101 (+87.9%) Shares 223 (+116.5%) Est. Cost $520.06 Unrealized -8.4%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $99 (+90.6%) Shares 1,691 (+80.3%) Est. Cost $60.82 Unrealized -0.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $122 (+61.3%) Shares 2,952 (+24.6%) Est. Cost $32.69 Unrealized +6.4%
BMO BANK OF MONTREAL 0.0%
Value ($000) $459 (+11.2%) Shares 3,535 (+11.6%) Est. Cost $53.03 Unrealized +138.8%
HPE HEWLETT PACKARD ENTERPRIS COM 0.0%
Value ($000) $226 (+25.7%) Shares 9,414 (+28.6%) Est. Cost $16.78 Unrealized +39.6%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $1,792 (+2.6%) Shares 2,378 (+1.7%) Est. Cost $591.97 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $514 (+9.6%) Shares 1,340 (+30.7%) Est. Cost $397.20 Unrealized +0.9%
SMFG SUMITOMO MITSUI-SPONS ADR 0.0%
Value ($000) $50 (+815.6%) Shares 2,601 (+693.0%) Est. Cost $18.85 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $113 (+63.3%) Shares 1,147 (+40.2%) Est. Cost $77.01 Unrealized +25.6%
MORN MORNINGSTAR INC 0.0%
Value ($000) $110 (+65.8%) Shares 508 (+77.0%) Est. Cost $248.95 Unrealized -13.0%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $177 (+32.8%) Shares 975 (+41.5%) Est. Cost $191.62 Unrealized -6.2%
NTAP NETAPP INC 0.0%
Value ($000) $463 (-8.4%) Shares 4,320 (+1.3%) Est. Cost $52.83 Unrealized +115.1%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $46 (+897.7%) Shares 3,098 (+1030.7%) Est. Cost $15.93 Unrealized -1.9%
SOLV SOLVENTUM CORP-W/I 0.0%
Value ($000) $315 (+15.2%) Shares 3,973 (+6.1%) Est. Cost $61.92 Unrealized +23.7%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $506 (-7.5%) Shares 11,326 (+84.9%) Est. Cost $67.22 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $465 (-7.9%) Shares 2,923 (+2.6%) Est. Cost $92.70 Unrealized +79.8%
CTRE CARETRUST REIT INC 0.0%
Value ($000) $45 (+575.3%) Shares 1,250 (+547.7%) Est. Cost $35.93 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $2,948 (-1.3%) Shares 16,004 (+9.1%) Est. Cost $173.10 Unrealized +16.6%
SE SEA LTD-ADR 0.0%
Value ($000) $130 (-22.2%) Shares 1,020 (+9.0%) Est. Cost $149.71 Unrealized
WLY WILEY (JOHN) & SONS-CLASS A 0.0%
Value ($000) $364 (-9.2%) Shares 11,900 (+19.9%) Est. Cost $37.20 Unrealized -6.4%
IWN ISHARES RUSSELL 2000 VALUE E 0.0%
Value ($000) $796 (+4.9%) Shares 4,390 (+2.3%) Est. Cost $163.83 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value ($000) $262 (+16.4%) Shares 3,313 (+21.4%) Est. Cost $79.13 Unrealized -0.2%
IVZ INVESCO LTD 0.0%
Value ($000) $84 (+78.3%) Shares 3,186 (+55.7%) Est. Cost $20.52 Unrealized +18.5%
IEF ISHARES 7-10 YEAR TREASURY B 0.0%
Value ($000) $57 (+183.7%) Shares 589 (+184.5%) Est. Cost $95.66 Unrealized
ODFL OLD DOMINION FREIGHT LINE 0.0%
Value ($000) $257 (+16.6%) Shares 1,640 (+4.7%) Est. Cost $156.44 Unrealized -8.5%
RYAAY RYANAIR HOLDINGS-SP ADR 0.0%
Value ($000) $37 (+3530.7%) Shares 515 (+2929.4%) Est. Cost $71.80 Unrealized
FOXA FOX CORP - CLASS A 0.0%
Value ($000) $103 (+54.0%) Shares 1,411 (+32.9%) Est. Cost $56.16 Unrealized +16.3%
BNDX VANGUARD TOTAL INTL BOND ETF 0.0%
Value ($000) $97 (+58.4%) Shares 2,003 (+62.2%) Est. Cost $48.63 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $50 (+239.8%) Shares 3,761 (+379.7%) Est. Cost $15.34 Unrealized +1.4%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $484 (+7.7%) Shares 2,502 (+7.7%) Est. Cost $238.26 Unrealized -19.1%
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $165 (+26.4%) Shares 5,886 (+17.7%) Est. Cost $21.08 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $68 (+99.6%) Shares 785 (+73.3%) Est. Cost $91.01 Unrealized -9.6%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $42 (+405.1%) Shares 710 (+386.3%) Est. Cost $55.84 Unrealized +4.9%
GL GLOBE LIFE INC 0.0%
Value ($000) $67 (+101.1%) Shares 477 (+105.6%) Est. Cost $128.60 Unrealized +5.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $266 (-11.2%) Shares 329 (+4.8%) Est. Cost $772.11 Unrealized +12.3%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $160 (+26.5%) Shares 7,884 (+36.3%) Est. Cost $20.71 Unrealized -0.7%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $63 (+112.2%) Shares 910 (+124.1%) Est. Cost $69.37 Unrealized +0.2%
NRG NRG ENERGY INC 0.0%
Value ($000) $315 (+11.8%) Shares 1,981 (+13.7%) Est. Cost $109.64 Unrealized +50.8%
LYG LLOYDS BANKING GROUP PLC-ADR 0.0%
Value ($000) $50 (+191.3%) Shares 9,523 (+149.6%) Est. Cost $4.95 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $46 (+249.8%) Shares 648 (+232.3%) Est. Cost $67.66 Unrealized
FNKO FUNKO INC-CLASS A 0.0%
Value ($000) $119 (+38.4%) Shares 35,000 (+40.0%) Est. Cost $3.55 Unrealized -11.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $401 (+8.7%) Shares 2,368 (+8.1%) Est. Cost $70.36 Unrealized +138.6%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $225 (+15.6%) Shares 1,091 (+22.2%) Est. Cost $197.50 Unrealized +2.5%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $92 (+48.8%) Shares 2,065 (+40.3%) Est. Cost $32.18 Unrealized +31.4%
CP CANADIAN PACIFIC RAILWAY LTD /CAD/ 0.0%
Value ($000) $190 (+18.7%) Shares 2,587 (+20.1%) Est. Cost $77.71 Unrealized -5.3%
BP BP PLC-SPONS ADR 0.0%
Value ($000) $227 (+15.0%) Shares 6,549 (+14.1%) Est. Cost $33.85 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $78 (+59.9%) Shares 1,029 (+81.2%) Est. Cost $72.74 Unrealized +10.4%
VMBS VANGUARD MORTGAGE-BACKED SEC 0.0%
Value ($000) $39 (+269.7%) Shares 837 (+268.7%) Est. Cost $47.05 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $232 (-11.0%) Shares 924 (+1.9%) Est. Cost $220.63 Unrealized +20.2%
VLY VALLEY NATIONAL BANCORP 0.0%
Value ($000) $261 (+12.2%) Shares 22,340 (+1.9%) Est. Cost $8.18 Unrealized +35.7%
RELX RELX PLC - SPON ADR 0.0%
Value ($000) $97 (+40.9%) Shares 2,410 (+66.4%) Est. Cost $43.98 Unrealized
HXL HEXCEL CORP 0.0%
Value ($000) $83 (+51.8%) Shares 1,119 (+28.8%) Est. Cost $60.29 Unrealized +17.3%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $182 (+18.0%) Shares 3,122 (+7.4%) Est. Cost $45.41 Unrealized +18.0%
MRNA MODERNA INC 0.0%
Value ($000) $79 (+54.6%) Shares 2,671 (+35.4%) Est. Cost $42.19 Unrealized -35.6%
SLYG SPDR S&P 600 SMALL CAP GROWT 0.0%
Value ($000) $30 (+952.1%) Shares 316 (+953.3%) Est. Cost $93.43 Unrealized
FNDE SCHWAB FNDMNTL EM MRK EQ ETF 0.0%
Value ($000) $1,593 (+1.7%) Shares 44,168 (+2.0%) Est. Cost $33.00 Unrealized
MFG MIZUHO FINANCIAL GROUP-ADR 0.0%
Value ($000) $33 (+393.3%) Shares 4,524 (+351.5%) Est. Cost $7.01 Unrealized
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $30 (+583.0%) Shares 605 (+628.9%) Est. Cost $52.29 Unrealized -4.8%
ONC BEIGENE LTD-ADR 0.0%
Value ($000) $39 (+190.4%) Shares 127 (+225.6%) Est. Cost $268.06 Unrealized
YUMC YUM CHINA HOLDINGS INC -W/I 0.0%
Value ($000) $91 (+37.7%) Shares 1,907 (+23.8%) Est. Cost $47.42 Unrealized -3.4%
PHM PULTEGROUP INC 0.0%
Value ($000) $716 (+3.6%) Shares 6,103 (+16.7%) Est. Cost $78.05 Unrealized +56.9%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $28 (+864.1%) Shares 366 (+815.0%) Est. Cost $71.05 Unrealized -0.4%
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $238 (+11.4%) Shares 5,225 (+3.7%) Est. Cost $16.80 Unrealized +143.1%
BBY BEST BUY CO INC 0.0%
Value ($000) $91 (+36.4%) Shares 1,364 (+54.1%) Est. Cost $70.95 Unrealized +6.4%
EMXC ISHARES MSCI EMR MRK EX CHNA 0.0%
Value ($000) $51 (+87.6%) Shares 697 (+74.3%) Est. Cost $69.71 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $136 (+20.6%) Shares 4,220 (+32.0%) Est. Cost $32.07 Unrealized +2.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $158 (+16.8%) Shares 2,567 (+11.1%) Est. Cost $58.14 Unrealized +1.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $778 (+3.0%) Shares 4,778 (+7.7%) Est. Cost $124.28 Unrealized +35.8%
NU NU HOLDINGS LTD/CAYMAN ISL-A 0.0%
Value ($000) $55 (+68.7%) Shares 3,260 (+61.4%) Est. Cost $13.60 Unrealized +18.2%
RMD RESMED INC 0.0%
Value ($000) $222 (+11.0%) Shares 922 (+26.1%) Est. Cost $243.85 Unrealized +4.8%
BATRK ATLANTA BRAVES HOLDINGS IN-C 0.0%
Value ($000) $56 (+63.8%) Shares 1,426 (+72.6%) Est. Cost $38.37 Unrealized +3.0%
NGG NATIONAL GRID PLC-SP ADR 0.0%
Value ($000) $67 (+47.7%) Shares 870 (+38.8%) Est. Cost $68.71 Unrealized
SF STIFEL FINANCIAL CORP 0.0%
Value ($000) $102 (+26.9%) Shares 811 (+15.0%) Est. Cost $95.71 Unrealized +25.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $156 (-12.1%) Shares 611 (+11.3%) Est. Cost $287.78 Unrealized -6.5%
CCJ CAMECO CORP 0.0%
Value ($000) $186 (+12.4%) Shares 2,030 (+3.0%) Est. Cost $46.52 Unrealized +93.3%
CX CEMEX SAB-SPONS ADR PART CER 0.0%
Value ($000) $23 (+699.3%) Shares 2,039 (+525.5%) Est. Cost $10.76 Unrealized
KB KB FINANCIAL GROUP INC-ADR 0.0%
Value ($000) $35 (+140.4%) Shares 403 (+131.6%) Est. Cost $84.56 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIO 0.0%
Value ($000) $411 (-4.7%) Shares 1,840 (+1.7%) Est. Cost $204.75 Unrealized +11.0%
CHTR CHARTER COMMUNICATIONS INC - CLASS A 0.0%
Value ($000) $100 (+25.2%) Shares 480 (+64.9%) Est. Cost $305.65 Unrealized -26.4%
TCOM TRIP.COM GROUP LTD-ADR 0.0%
Value ($000) $29 (+222.5%) Shares 398 (+237.3%) Est. Cost $69.99 Unrealized
BOX BOX INC - CLASS A 0.0%
Value ($000) $294 (-6.3%) Shares 9,836 (+1.1%) Est. Cost $20.83 Unrealized +50.6%
CDW CDW CORP/DE 0.0%
Value ($000) $124 (+18.5%) Shares 912 (+38.6%) Est. Cost $183.52 Unrealized -19.9%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $43 (+77.8%) Shares 249 (+96.1%) Est. Cost $217.72 Unrealized -24.5%
ARGX ARGENX SE - ADR 0.0%
Value ($000) $24 (+313.4%) Shares 29 (+262.5%) Est. Cost $761.04 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $353 (-5.0%) Shares 3,347 (+3.3%) Est. Cost $100.93 Unrealized +9.2%
IHG INTERCONTINENTAL HOTELS-ADR 0.0%
Value ($000) $25 (+223.4%) Shares 181 (+178.5%) Est. Cost $131.67 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARK 0.0%
Value ($000) $531 (+3.3%) Shares 11,342 (+3.3%) Est. Cost $40.55 Unrealized
IBN ICICI BANK LTD-SPON ADR 0.0%
Value ($000) $72 (+30.4%) Shares 2,432 (+32.3%) Est. Cost $30.67 Unrealized
VCIT VANGUARD INT-TERM CORPORATE 0.0%
Value ($000) $29 (+135.0%) Shares 347 (+136.1%) Est. Cost $83.14 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $67 (+33.4%) Shares 3,842 (+41.1%) Est. Cost $19.30 Unrealized -8.6%
SHM SPDR NUVEEN ICE SH TE MU-USD 0.0%
Value ($000) $28 (+135.3%) Shares 591 (+136.4%) Est. Cost $48.09 Unrealized
ALLY ALLY FINANCIAL INC 0.0%
Value ($000) $48 (+51.9%) Shares 1,052 (+31.5%) Est. Cost $35.45 Unrealized +15.1%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $69 (+29.6%) Shares 1,893 (+23.1%) Est. Cost $33.46 Unrealized +1.4%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $24 (+181.5%) Shares 267 (+156.7%) Est. Cost $87.16 Unrealized +5.4%
RS RELIANCE STEEL & ALUMINUM 0.0%
Value ($000) $31 (+91.5%) Shares 108 (+86.2%) Est. Cost $276.88 Unrealized +1.5%
NI NISOURCE INC 0.0%
Value ($000) $433 (+3.5%) Shares 10,362 (+7.4%) Est. Cost $31.91 Unrealized +33.6%
BSY BENTLEY SYSTEMS INC-CLASS B 0.0%
Value ($000) $47 (-23.8%) Shares 1,232 (+2.8%) Est. Cost $47.58 Unrealized -4.3%
SAP SAP SE-SPONSORED ADR 0.0%
Value ($000) $628 (+2.3%) Shares 2,586 (+12.6%) Est. Cost $185.69 Unrealized
TAK TAKEDA PHARMACEUTIC-SP ADR 0.0%
Value ($000) $14 (+3499.5%) Shares 912 (+3277.8%) Est. Cost $15.59 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $133 (+11.4%) Shares 1,299 (+14.2%) Est. Cost $107.06 Unrealized -6.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $25 (+122.5%) Shares 154 (+190.6%) Est. Cost $188.15 Unrealized -6.0%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $53 (+33.9%) Shares 405 (+35.0%) Est. Cost $101.85 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $123 (+11.6%) Shares 706 (+22.6%) Est. Cost $172.21 Unrealized +5.7%
ETR ENTERGY CORP 0.0%
Value ($000) $1,411 (+0.9%) Shares 15,261 (+1.7%) Est. Cost $60.10 Unrealized +57.3%
SCHC SCHWAB INTL SMALL-CAP EQUITY 0.0%
Value ($000) $117 (+12.0%) Shares 2,570 (+11.9%) Est. Cost $42.90 Unrealized
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $32 (+64.0%) Shares 456 (+35.7%) Est. Cost $56.92 Unrealized +9.6%
MT ARCELORMITTAL-NY REGISTERED 0.0%
Value ($000) $20 (+153.3%) Shares 444 (+100.9%) Est. Cost $38.61 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $50 (+31.3%) Shares 1,785 (+15.9%) Est. Cost $20.16 Unrealized +28.9%
HMC HONDA MOTOR CO LTD-SPONS ADR 0.0%
Value ($000) $15 (+372.2%) Shares 513 (+393.3%) Est. Cost $29.35 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $136 (-8.1%) Shares 2,592 (+5.0%) Est. Cost $39.66 Unrealized +31.4%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $143 (+8.9%) Shares 397 (+4.2%) Est. Cost $296.38 Unrealized +21.9%
SHG SHINHAN FINANCIAL GROUP-ADR 0.0%
Value ($000) $26 (+82.3%) Shares 481 (+71.2%) Est. Cost $48.92 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $47 (+32.3%) Shares 240 (+12.1%) Est. Cost $118.72 Unrealized +43.4%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $637 (+1.8%) Shares 6,220 (+2.1%) Est. Cost $103.40 Unrealized -1.2%
AES AES CORP 0.0%
Value ($000) $52 (+28.0%) Shares 3,620 (+17.5%) Est. Cost $12.99 Unrealized +8.0%
APA APA CORP 0.0%
Value ($000) $65 (+20.8%) Shares 2,675 (+19.9%) Est. Cost $21.52 Unrealized +12.1%
EG EVEREST GROUP LTD 0.0%
Value ($000) $58 (+23.6%) Shares 171 (+27.6%) Est. Cost $339.06 Unrealized -2.6%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $12 (+897.5%) Shares 111 (+909.1%) Est. Cost $110.01 Unrealized
FTS FORTIS INC 0.0%
Value ($000) $13 (+502.2%) Shares 253 (+488.4%) Est. Cost $50.11 Unrealized +1.4%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $40 (+35.9%) Shares 645 (+25.7%) Est. Cost $54.02 Unrealized +10.1%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $78 (+15.3%) Shares 423 (+28.6%) Est. Cost $202.28 Unrealized -4.4%
MYRG MYR GROUP INC/DELAWARE 0.0%
Value ($000) $62 (+19.7%) Shares 285 (+14.0%) Est. Cost $155.62 Unrealized +39.9%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $19 (+113.3%) Shares 932 (+116.7%) Est. Cost $17.78 Unrealized
TTD TRADE DESK INC/THE -CLASS A 0.0%
Value ($000) $88 (+13.0%) Shares 2,322 (+45.9%) Est. Cost $77.40 Unrealized -42.7%
NMR NOMURA HOLDINGS INC-SPON ADR 0.0%
Value ($000) $14 (+248.7%) Shares 1,698 (+202.1%) Est. Cost $7.85 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 0.0%
Value ($000) $35 (+41.6%) Shares 923 (+43.1%) Est. Cost $37.52 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $37 (-21.7%) Shares 814 (+7.4%) Est. Cost $31.86 Unrealized +75.9%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $246 (+4.3%) Shares 3,818 (+11.6%) Est. Cost $49.01 Unrealized +36.5%
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.0%
Value ($000) $67 (+17.3%) Shares 507 (+15.5%) Est. Cost $110.36 Unrealized
GAP GAP INC/THE 0.0%
Value ($000) $24 (+69.6%) Shares 935 (+41.7%) Est. Cost $15.18 Unrealized +58.6%
SNN SMITH & NEPHEW PLC -SPON ADR 0.0%
Value ($000) $16 (+158.4%) Shares 483 (+185.8%) Est. Cost $33.15 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $372 (-2.5%) Shares 9,768 (+3.6%) Est. Cost $37.14 Unrealized +3.6%
DOC HEALTHPEAK OP LLC 0.0%
Value ($000) $87 (-9.9%) Shares 5,404 (+7.2%) Est. Cost $18.51 Unrealized -5.7%
BHP BHP GROUP LTD-SPON ADR 0.0%
Value ($000) $56 (+18.8%) Shares 929 (+9.7%) Est. Cost $56.19 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $56 (+18.4%) Shares 547 (+39.5%) Est. Cost $127.68 Unrealized -12.0%
XAR SPDR S&P AEROSPACE & DEF ETF 0.0%
Value ($000) $65 (+15.5%) Shares 270 (+12.5%) Est. Cost $151.70 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $9 (+1167.7%) Shares 690 (+1012.9%) Est. Cost $12.87 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $368 (-2.2%) Shares 2,780 (+10.6%) Est. Cost $115.90 Unrealized +26.3%
UI UBIQUITI INC 0.0%
Value ($000) $19 (+78.0%) Shares 34 (+112.5%) Est. Cost $506.27 Unrealized +25.0%
GDDY GODADDY INC - CLASS A 0.0%
Value ($000) $43 (+23.7%) Shares 345 (+36.4%) Est. Cost $156.88 Unrealized -17.5%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $154 (-5.0%) Shares 5,763 (+29.1%) Est. Cost $42.23 Unrealized -26.5%
FMS FRESENIUS MEDICAL CARE-ADR 0.0%
Value ($000) $12 (+196.6%) Shares 505 (+227.9%) Est. Cost $24.59 Unrealized
COHR II-VI INC 0.0%
Value ($000) $15 (+109.7%) Shares 82 (+22.4%) Est. Cost $86.16 Unrealized +73.6%
SNOW SNOWFLAKE INC-CLASS A 0.0%
Value ($000) $26 (+44.0%) Shares 117 (+48.1%) Est. Cost $221.08 Unrealized +10.4%
BKR BAKER HUGHES CO 0.0%
Value ($000) $231 (+3.5%) Shares 5,078 (+10.7%) Est. Cost $41.88 Unrealized +13.0%
TWLO TWILIO INC - A 0.0%
Value ($000) $18 (+77.6%) Shares 125 (+25.0%) Est. Cost $97.89 Unrealized +26.5%
EQIX EQUINIX INC 0.0%
Value ($000) $365 (+2.1%) Shares 476 (+4.4%) Est. Cost $795.85 Unrealized -1.8%
ASX ASE TECHNOLOGY HOLDING -ADR 0.0%
Value ($000) $15 (+92.0%) Shares 951 (+32.3%) Est. Cost $12.31 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $72 (-9.3%) Shares 180 (+4.0%) Est. Cost $289.15 Unrealized +53.1%
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $217 (+3.5%) Shares 3,025 (+1.7%) Est. Cost $57.22 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INT 0.0%
Value ($000) $46 (+18.6%) Shares 1,076 (+13.5%) Est. Cost $34.76 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $27 (+35.3%) Shares 190 (+14.5%) Est. Cost $87.64 Unrealized +51.5%
NYT NEW YORK TIMES CO-A 0.0%
Value ($000) $25 (+38.9%) Shares 364 (+14.8%) Est. Cost $36.05 Unrealized +71.5%
RDY DR. REDDY'S LABORATORIES-ADR 0.0%
Value ($000) $14 (+100.9%) Shares 1,000 (+100.0%) Est. Cost $14.54 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $46 (+17.9%) Shares 551 (+5.4%) Est. Cost $68.61 Unrealized +15.9%
SEE SEALED AIR CORP 0.0%
Value ($000) $30 (+31.2%) Shares 713 (+11.9%) Est. Cost $39.22 Unrealized -1.7%
ANF ABERCROMBIE & FITCH CO-CL A 0.0%
Value ($000) $17 (+69.8%) Shares 135 (+15.4%) Est. Cost $92.52 Unrealized -5.5%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $19 (+55.0%) Shares 40 (+33.3%) Est. Cost $310.48 Unrealized +50.0%
GRMN GARMIN LTD 0.0%
Value ($000) $176 (+4.1%) Shares 869 (+26.3%) Est. Cost $212.37 Unrealized +2.0%
TELFY TELEFONICA SA-SPON ADR 0.0%
Value ($000) $8 (+371.3%) Shares 2,098 (+491.0%) Est. Cost $4.25 Unrealized
MOD MODINE MANUFACTURING CO 0.0%
Value ($000) $15 (+77.1%) Shares 115 (+88.5%) Est. Cost $137.44 Unrealized +8.4%
NOK NOKIA CORP-SPON ADR 0.0%
Value ($000) $8 (+760.5%) Shares 1,165 (+540.1%) Est. Cost $6.22 Unrealized
MTSI MACOM TECHNOLOGY SOLUTIONS H 0.0%
Value ($000) $17 (+64.4%) Shares 98 (+19.5%) Est. Cost $119.40 Unrealized +32.9%
HAYW HAYWARD HOLDINGS INC 0.0%
Value ($000) $11 (+165.6%) Shares 681 (+159.9%) Est. Cost $15.75 Unrealized +0.4%
CWST CASELLA WASTE SYSTEMS INC-A 0.0%
Value ($000) $12 (+117.0%) Shares 124 (+110.2%) Est. Cost $96.56 Unrealized -3.9%
ENR ENERGIZER HOLDINGS INC 0.0%
Value ($000) $442 (-1.4%) Shares 22,200 (+23.3%) Est. Cost $24.71 Unrealized -13.9%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $9 (+238.8%) Shares 75 (+212.5%) Est. Cost $120.47 Unrealized +4.2%
WF WOORI FINANCIAL-SPON ADR 0.0%
Value ($000) $24 (+36.2%) Shares 411 (+30.1%) Est. Cost $52.14 Unrealized
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $56 (+12.7%) Shares 893 (+6.4%) Est. Cost $52.42 Unrealized +13.3%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $480 (-1.3%) Shares 1,460 (+3.8%) Est. Cost $243.74 Unrealized +33.9%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $17 (+56.4%) Shares 991 (+57.1%) Est. Cost $16.25 Unrealized +6.9%
JD JD.COM INC-ADR 0.0%
Value ($000) $111 (-5.1%) Shares 3,857 (+15.7%) Est. Cost $32.99 Unrealized
FNV FRANCO-NEVADA CORP /CAD/ 0.0%
Value ($000) $201 (+3.0%) Shares 971 (+10.7%) Est. Cost $136.00 Unrealized +49.1%
IRT INDEPENDENCE REALTY TRUST IN 0.0%
Value ($000) $8 (+308.0%) Shares 436 (+282.5%) Est. Cost $17.54 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $45 (+14.6%) Shares 312 (+16.0%) Est. Cost $45.93 Unrealized +234.8%
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $31 (+22.4%) Shares 334 (+23.7%) Est. Cost $87.36 Unrealized
MC MOELIS & CO - CLASS A 0.0%
Value ($000) $24 (+29.8%) Shares 346 (+34.6%) Est. Cost $68.72 Unrealized -4.3%
KR KROGER CO 0.0%
Value ($000) $1,134 (-0.5%) Shares 18,143 (+7.4%) Est. Cost $27.26 Unrealized +139.2%
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $10 (+116.0%) Shares 422 (+101.0%) Est. Cost $23.27 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $7 (+295.6%) Shares 164 (+272.7%) Est. Cost $40.99 Unrealized +0.9%
QSR RESTAURANT BRANDS INTERN 0.0%
Value ($000) $26 (+25.6%) Shares 386 (+18.0%) Est. Cost $67.12 Unrealized +2.7%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $11 (+98.4%) Shares 216 (+94.6%) Est. Cost $50.92 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INC 0.0%
Value ($000) $7 (+380.1%) Shares 111 (+326.9%) Est. Cost $57.05 Unrealized -1.4%
BC BRUNSWICK CORP 0.0%
Value ($000) $12 (+72.0%) Shares 167 (+46.5%) Est. Cost $66.81 Unrealized +1.1%
JHX JAMES HARDIE IND PLC-SP ADR 0.0%
Value ($000) $8 (+201.9%) Shares 369 (+179.5%) Est. Cost $21.45 Unrealized -6.5%
IAC IAC INC 0.0%
Value ($000) $13 (+63.8%) Shares 334 (+42.7%) Est. Cost $36.30 Unrealized -3.5%
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $690 (+0.7%) Shares 3,861 (+10.3%) Est. Cost $122.24 Unrealized +53.2%
DHI DR HORTON INC 0.0%
Value ($000) $891 (-0.6%) Shares 6,187 (+17.0%) Est. Cost $128.61 Unrealized +18.2%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $11 (+82.2%) Shares 55 (+77.4%) Est. Cost $192.01 Unrealized +0.4%
RPRX ROYALTY PHARMA PLC- CL A 0.0%
Value ($000) $10 (+100.8%) Shares 253 (+83.3%) Est. Cost $35.40 Unrealized +7.7%
ASR GRUPO AEROPORTUARIO SUR-ADR 0.0%
Value ($000) $7 (+250.1%) Shares 21 (+250.0%) Est. Cost $322.08 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $11 (+77.3%) Shares 126 (+80.0%) Est. Cost $79.02 Unrealized +7.9%
G GENPACT LTD 0.0%
Value ($000) $5 (+1265.0%) Shares 110 (+1122.2%) Est. Cost $43.39 Unrealized -0.3%
ARDX ARDELYX INC 0.0%
Value ($000) $7 (+208.0%) Shares 1,147 (+191.1%) Est. Cost $5.07 Unrealized +9.8%
NOV NOV INC 0.0%
Value ($000) $13 (+46.8%) Shares 824 (+24.5%) Est. Cost $13.30 Unrealized +11.6%
DVA DAVITA INC 0.0%
Value ($000) $7 (+129.3%) Shares 59 (+168.2%) Est. Cost $131.74 Unrealized -7.7%
CPB THE CAMPBELL'S COMPANY 0.0%
Value ($000) $16 (+29.3%) Shares 589 (+46.5%) Est. Cost $32.13 Unrealized -6.4%
DDOG DATADOG INC - CLASS A 0.0%
Value ($000) $172 (-2.1%) Shares 1,265 (+2.5%) Est. Cost $132.41 Unrealized +19.3%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $6 (+122.2%) Shares 87 (+123.1%) Est. Cost $72.73 Unrealized -0.3%
SAIC SCIENCE APPLICATIONS INTE 0.0%
Value ($000) $6 (+132.6%) Shares 62 (+129.6%) Est. Cost $92.20 Unrealized +3.6%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $24 (+17.1%) Shares 560 (+139.3%) Est. Cost $58.84 Unrealized
QIAGEN N.V. 0.0%
Value ($000) $40 (+9.6%) Shares 879 (+8.9%) Est. Cost $40.55 Unrealized
FCPT FOUR CORNERS PROPERTY TRUST 0.0%
Value ($000) $5 (+208.9%) Shares 219 (+226.9%) Est. Cost $24.24 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $5 (+175.4%) Shares 444 (+179.2%) Est. Cost $11.79 Unrealized
KWR QUAKER CHEMICAL CORPORATION 0.0%
Value ($000) $8 (+71.6%) Shares 56 (+64.7%) Est. Cost $132.90 Unrealized +1.6%
ROKU ROKU INC 0.0%
Value ($000) $7 (+75.4%) Shares 68 (+61.9%) Est. Cost $83.26 Unrealized +21.9%
WRBY WARBY PARKER INC-CLASS A 0.0%
Value ($000) $3 (+1139.5%) Shares 157 (+1470.0%) Est. Cost $21.55 Unrealized +1.0%
ERIE ERIE INDEMNITY COMPANY-CL A 0.0%
Value ($000) $10 (+41.0%) Shares 36 (+56.5%) Est. Cost $361.91 Unrealized -17.5%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $24 (-10.8%) Shares 204 (+9.7%) Est. Cost $170.98 Unrealized -24.4%
MTUS TIMKENSTEEL CORP 0.0%
Value ($000) $7 (+73.0%) Shares 390 (+66.7%) Est. Cost $14.85 Unrealized +15.4%
PBR PETROLEO BRASILEIRO-SPON ADR 0.0%
Value ($000) $7 (+64.2%) Shares 586 (+75.4%) Est. Cost $12.28 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $174 (+1.4%) Shares 2,094 (+24.6%) Est. Cost $53.11 Unrealized +74.7%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $4 (-34.6%) Shares 137 (+14.2%) Est. Cost $44.90 Unrealized -4.6%
LECO LINCOLN ELECTRIC HOLDINGS 0.0%
Value ($000) $13 (+21.1%) Shares 56 (+19.1%) Est. Cost $198.57 Unrealized +19.3%
DT DYNATRACE INC 0.0%
Value ($000) $4 (+128.6%) Shares 92 (+155.6%) Est. Cost $47.97 Unrealized -2.8%
AZTA AZENTA INC 0.0%
Value ($000) $2 (+2607.0%) Shares 70 (+2233.3%) Est. Cost $33.26 Unrealized -1.7%
CHCT COMMUNITY HEALTHCARE TRUST I 0.0%
Value ($000) $7 (+45.1%) Shares 422 (+35.3%) Est. Cost $15.59 Unrealized
BE BLOOM ENERGY CORP- A 0.0%
Value ($000) $21 (+11.2%) Shares 238 (+8.2%) Est. Cost $24.30 Unrealized +332.4%
TRI THOMSON REUTERS CORP /CAD/ 0.0%
Value ($000) $82 (+2.5%) Shares 623 (+20.7%) Est. Cost $148.80 Unrealized -5.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $570 (-0.3%) Shares 15,407 (+5.5%) Est. Cost $55.99 Unrealized -35.4%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $8 (+32.5%) Shares 47 (+56.7%) Est. Cost $201.11 Unrealized -9.1%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $3 (+292.5%) Shares 93 (+304.3%) Est. Cost $26.62 Unrealized +2.1%
CIG CIA ENERGETICA DE-SPON ADR 0.0%
Value ($000) $4 (+96.6%) Shares 1,871 (+107.4%) Est. Cost $1.98 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $4 (+98.3%) Shares 506 (+119.0%) Est. Cost $7.56 Unrealized +3.5%
SBS CIA SANEAMENTO BASICO DE-ADR 0.0%
Value ($000) $34 (+4.7%) Shares 1,426 (+9.3%) Est. Cost $22.13 Unrealized
PPC PILGRIM'S PRIDE CORP 0.0%
Value ($000) $4 (+58.6%) Shares 106 (+65.6%) Est. Cost $42.62 Unrealized -9.8%
PRGO PERRIGO COMPANY PLC 0.0%
Value ($000) $3 (-36.1%) Shares 186 (+2.2%) Est. Cost $24.28 Unrealized -31.3%
LYB LYONDELLBASELL INDU-CL A 0.0%
Value ($000) $26 (-4.8%) Shares 595 (+7.8%) Est. Cost $55.48 Unrealized -19.9%
MOS MOSAIC CO/THE 0.0%
Value ($000) $8 (-13.4%) Shares 338 (+24.7%) Est. Cost $30.42 Unrealized -12.1%
TKC TURKCELL ILETISIM HIZMET-ADR 0.0%
Value ($000) $3 (+58.4%) Shares 586 (+74.4%) Est. Cost $5.80 Unrealized
PHG KONINKLIJKE PHILIPS NVR- NY 0.0%
Value ($000) $4 (+41.3%) Shares 138 (+42.3%) Est. Cost $24.90 Unrealized
XLY CONSUMER DISCRETIONARY SELT 0.0%
Value ($000) $304 (-0.3%) Shares 2,544 (+100.0%) Est. Cost $152.54 Unrealized
FA FIRST ADVANTAGE CORP 0.0%
Value ($000) $12 (+8.6%) Shares 855 (+15.1%) Est. Cost $12.58 Unrealized +12.0%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $3 (+44.8%) Shares 27 (+68.8%) Est. Cost $108.24 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $353 (+0.2%) Shares 8,583 (+15.2%) Est. Cost $54.18 Unrealized -23.3%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $40 (-1.8%) Shares 376 (+17.5%) Est. Cost $115.01 Unrealized +0.6%
CBZ CBIZ INC 0.0%
Value ($000) $7 (+10.7%) Shares 136 (+16.2%) Est. Cost $69.58 Unrealized -24.4%
VNQI VANGUARD GLBL EX-US REAL EST 0.0%
Value ($000) $137 (-0.3%) Shares 2,985 (+3.8%) Est. Cost $40.66 Unrealized
ANGI ANGI INC 0.0%
Value ($000) $2 (+13.4%) Shares 174 (+42.6%) Est. Cost $13.98 Unrealized -7.9%
VC VISTEON CORP 0.0%
Value ($000) $11 (-2.1%) Shares 111 (+23.3%) Est. Cost $115.07 Unrealized -8.1%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $3 (+1.2%) Shares 62 (+100.0%) Est. Cost $65.89 Unrealized

Exited Positions (156)

ISHARES IBONDS DEC 2025 TERM 0.0%
Value ($000) $1,333 Shares 52,927 Est. Cost $25.05 Unrealized
DFNM DIMENSIONAL NATIONAL MUNI BD 0.0%
Value ($000) $796 Shares 16,600 Est. Cost $48.54 Unrealized
KELLOGG CO 0.0%
Value ($000) $540 Shares 6,587 Est. Cost $44.96 Unrealized +83.8%
GVI ISHARES INTERMEDIATE GOVERNM 0.0%
Value ($000) $390 Shares 3,630 Est. Cost $107.44 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $384 Shares 6,476 Est. Cost $57.30 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $338 Shares 2,616 Est. Cost $37.47 Unrealized +279.0%
AGG ISHARES CORE U.S. AGGREGATE 0.0%
Value ($000) $231 Shares 2,300 Est. Cost $100.25 Unrealized
IBDW ISHARES IBONDS DEC 2031 CORP 0.0%
Value ($000) $219 Shares 10,300 Est. Cost $21.04 Unrealized
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $206 Shares 400 Est. Cost $300.23 Unrealized +89.1%
AVIDXCHANGE HOLDINGS INC 0.0%
Value ($000) $203 Shares 20,403 Est. Cost $6.13 Unrealized
IBDX ISHARES IBONDS DEC 2032 TC 0.0%
Value ($000) $195 Shares 7,599 Est. Cost $25.29 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $189 Shares 3,700 Est. Cost $51.09 Unrealized
USFR WISDOMTREE FLOATING RATE TRE 0.0%
Value ($000) $189 Shares 3,750 Est. Cost $50.27 Unrealized
LIBERTY MEDIA CORP-LIBERTY-C 0.0%
Value ($000) $180 Shares 1,861 Est. Cost $32.10 Unrealized
IDV ISHARES INTERNATIONAL SELECT 0.0%
Value ($000) $178 Shares 4,861 Est. Cost $34.51 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM 0.0%
Value ($000) $164 Shares 7,000 Est. Cost $23.33 Unrealized
IBDV ISHARES IBONDS DEC 2030 CORP 0.0%
Value ($000) $163 Shares 7,364 Est. Cost $21.98 Unrealized
TFLO ISHARES TREASURY FLOATING RA 0.0%
Value ($000) $142 Shares 2,804 Est. Cost $50.59 Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value ($000) $117 Shares 10,258 Est. Cost $18.70 Unrealized -45.9%
TOTAL SE-SPON ADR 0.0%
Value ($000) $107 Shares 1,799 Est. Cost $57.98 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $103 Shares 4,943 Est. Cost $20.93 Unrealized
CZR CAESARS ENTERTAINMENT INC 0.0%
Value ($000) $101 Shares 3,743 Est. Cost $27.28 Unrealized -17.6%
BHC VALEANT PHARMACEUTICALS INTE 0.0%
Value ($000) $101 Shares 15,600 Est. Cost $7.57 Unrealized -13.1%
PFFD GLOBAL X US PREFERRED ETF 0.0%
Value ($000) $99 Shares 5,100 Est. Cost $18.83 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $93 Shares 1,166 Est. Cost $79.87 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $93 Shares 1,402 Est. Cost $59.71 Unrealized +2.2%
ENOV ENOVIS CORP 0.0%
Value ($000) $90 Shares 2,982 Est. Cost $30.32 Unrealized -2.6%
FCCO FIRST COMMUNITY CORP 0.0%
Value ($000) $86 Shares 3,064 Est. Cost $16.93 Unrealized +66.1%
TOLZ PROSHARES GLB INFRASTRUCTURE 0.0%
Value ($000) $85 Shares 1,566 Est. Cost $52.65 Unrealized
LIBERTY MEDIA CORP-LIBERTY-A 0.0%
Value ($000) $69 Shares 737 Est. Cost $31.92 Unrealized
MR COOPER GROUP INC 0.0%
Value ($000) $56 Shares 265 Est. Cost $34.33 Unrealized
FUL H.B. FULLER CO. 0.0%
Value ($000) $56 Shares 942 Est. Cost $59.56 Unrealized -1.8%
EVTC EVERTEC INC 0.0%
Value ($000) $52 Shares 1,534 Est. Cost $34.85 Unrealized -14.7%
GTY GETTY REALTY CORP 0.0%
Value ($000) $43 Shares 1,613 Est. Cost $27.64 Unrealized
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $35 Shares 239 Est. Cost $136.37 Unrealized +20.0%
JNK SPDR BLOOMBERG HIGH YIELD BO 0.0%
Value ($000) $35 Shares 357 Est. Cost $97.99 Unrealized
SSD SIMPSON MANUFACTURING CO INC 0.0%
Value ($000) $34 Shares 204 Est. Cost $178.32 Unrealized -5.4%
AX AXOS FINANCIAL INC 0.0%
Value ($000) $29 Shares 341 Est. Cost $87.15 Unrealized -5.5%
INTERPUBLIC GROUP OF COS INC 0.0%
Value ($000) $28 Shares 1,008 Est. Cost $26.03 Unrealized -0.2%
ERIC ERICSSON (LM) TEL-SP ADR 0.0%
Value ($000) $28 Shares 3,370 Est. Cost $8.27 Unrealized
CYBERARK SOFTWARE LTD/ISRAEL 0.0%
Value ($000) $28 Shares 57 Est. Cost $406.88 Unrealized
LAZ LAZARD INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $41.82 Unrealized +19.3%
LAD LITHIA MOTORS INC 0.0%
Value ($000) $23 Shares 73 Est. Cost $322.59 Unrealized -1.6%
ONON ON HOLDING AG-CLASS A 0.0%
Value ($000) $22 Shares 529 Est. Cost $50.28 Unrealized -14.3%
FMC FMC CORP 0.0%
Value ($000) $22 Shares 647 Est. Cost $43.63 Unrealized -56.5%
ZTO ZTO EXPRESS CAYMAN INC-ADR 0.0%
Value ($000) $21 Shares 1,094 Est. Cost $19.07 Unrealized
ZD ZIFF DAVIS INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $35.02 Unrealized -0.4%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $18 Shares 960 Est. Cost $19.17 Unrealized -5.9%
YIELDMAX MSTR OPTION IS ETF 0.0%
Value ($000) $17 Shares 1,250 Est. Cost $13.96 Unrealized
AMSF AMERISAFE INC 0.0%
Value ($000) $17 Shares 389 Est. Cost $42.95 Unrealized -8.5%
MLN VANECK LONG MUNI ETF 0.0%
Value ($000) $17 Shares 973 Est. Cost $18.30 Unrealized
MNDY MONDAY.COM LTD 0.0%
Value ($000) $16 Shares 84 Est. Cost $278.41 Unrealized -39.5%
BPOP POPULAR INC 0.0%
Value ($000) $15 Shares 118 Est. Cost $118.24 Unrealized -0.5%
PROSHARE SHORT ETHER ETF-USD 0.0%
Value ($000) $15 Shares 1,770 Est. Cost $8.41 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $14 Shares 385 Est. Cost $52.75 Unrealized -38.6%
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $13 Shares 1,364 Est. Cost $10.50 Unrealized -17.6%
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $13 Shares 871 Est. Cost $11.45 Unrealized +47.7%
VVV VALVOLINE INC 0.0%
Value ($000) $12 Shares 332 Est. Cost $34.96 Unrealized -8.2%
ITDF ISHARES LIFEPTH TARG DT 2050 0.0%
Value ($000) $12 Shares 315 Est. Cost $36.73 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $11 Shares 305 Est. Cost $28.38 Unrealized +24.8%
KFRC KFORCE INC 0.0%
Value ($000) $11 Shares 368 Est. Cost $35.43 Unrealized -17.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $11 Shares 140 Est. Cost $91.77 Unrealized -19.5%
KSS KOHLS CORP 0.0%
Value ($000) $11 Shares 700 Est. Cost $13.33 Unrealized +40.6%
FCF FIRST COMMONWEALTH FINL CORP 0.0%
Value ($000) $10 Shares 573 Est. Cost $15.00 Unrealized +8.1%
NYF ISHARES NEW YORK MUNI BOND E 0.0%
Value ($000) $9 Shares 166 Est. Cost $54.33 Unrealized
BLMN BLOOMIN' BRANDS INC 0.0%
Value ($000) $8 Shares 1,062 Est. Cost $7.94 Unrealized -12.3%
NICE NICE LTD - SPON ADR 0.0%
Value ($000) $8 Shares 52 Est. Cost $144.79 Unrealized
GRAB GRAB HOLDINGS LTD - CL A 0.0%
Value ($000) $8 Shares 1,249 Est. Cost $5.31 Unrealized +4.1%
PZT INVESCO NEW YORK AMT-FREE MU 0.0%
Value ($000) $8 Shares 338 Est. Cost $23.35 Unrealized
SRAD SPORTRADAR GROUP AG-A 0.0%
Value ($000) $7 Shares 261 Est. Cost $26.90 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH Y 0.0%
Value ($000) $7 Shares 271 Est. Cost $26.27 Unrealized
CCSI CONSENSUS CLOUD SOLUTION 0.0%
Value ($000) $7 Shares 230 Est. Cost $24.79 Unrealized -0.7%
PLNT PLANET FITNESS INC - CL A 0.0%
Value ($000) $7 Shares 65 Est. Cost $100.14 Unrealized +2.8%
SOC SABLE OFFSHORE CORP 0.0%
Value ($000) $7 Shares 380 Est. Cost $25.63 Unrealized -63.2%
TREEHOUSE FOODS INC 0.0%
Value ($000) $7 Shares 324 Est. Cost $20.21 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $6 Shares 107 Est. Cost $75.76 Unrealized -26.4%
AVT AVNET INC 0.0%
Value ($000) $6 Shares 119 Est. Cost $53.11 Unrealized -7.9%
QLYS QUALYS INC 0.0%
Value ($000) $6 Shares 46 Est. Cost $135.59 Unrealized +1.5%
AGM FEDERAL AGRIC MTG CORP-CL C 0.0%
Value ($000) $6 Shares 36 Est. Cost $183.55 Unrealized -9.0%
MLCO MELCO RESORTS & ENTERT-ADR 0.0%
Value ($000) $6 Shares 659 Est. Cost $9.17 Unrealized
AXTA AXALTA COATING SYSTEMS LTD 0.0%
Value ($000) $6 Shares 206 Est. Cost $30.10 Unrealized -2.5%
LKFN LAKELAND FINANCIAL CORP 0.0%
Value ($000) $6 Shares 88 Est. Cost $63.69 Unrealized -7.7%
TEX TEREX CORP 0.0%
Value ($000) $5 Shares 104 Est. Cost $50.93 Unrealized -0.8%
FLG FLAGSTAR FINANCIAL INC 0.0%
Value ($000) $5 Shares 460 Est. Cost $11.88 Unrealized +0.6%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $5 Shares 207 Est. Cost $24.80 Unrealized +4.5%
FSV FIRSTSERVICE CORP 0.0%
Value ($000) $5 Shares 27 Est. Cost $192.87 Unrealized -15.8%
MTDR MATADOR RESOURCES CO 0.0%
Value ($000) $5 Shares 113 Est. Cost $47.83 Unrealized -12.2%
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.73 Unrealized
PTON PELOTON INTERACTIVE INC-A 0.0%
Value ($000) $5 Shares 549 Est. Cost $7.44 Unrealized -5.4%
PRAA PRA GROUP INC 0.0%
Value ($000) $5 Shares 318 Est. Cost $16.19 Unrealized -3.8%
AAON AAON INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $81.75 Unrealized +12.9%
BIPC BROOKFIELD INFRASTRUCTURE-A 0.0%
Value ($000) $5 Shares 115 Est. Cost $37.89 Unrealized +18.8%
CNS COHEN & STEERS INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $72.34 Unrealized -10.4%
WING WINGSTOP INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $310.70 Unrealized -20.3%
FUTU FUTU HOLDINGS LTD-ADR 0.0%
Value ($000) $5 Shares 26 Est. Cost $173.92 Unrealized
UTZ UTZ BRANDS INC 0.0%
Value ($000) $5 Shares 372 Est. Cost $13.25 Unrealized -18.6%
CRTO CRITEO SA-SPON ADR 0.0%
Value ($000) $4 Shares 198 Est. Cost $22.60 Unrealized
CNXC CONCENTRIX CORP 0.0%
Value ($000) $4 Shares 96 Est. Cost $52.36 Unrealized -23.4%
SNDR SCHNEIDER NATIONAL INC-CL B 0.0%
Value ($000) $4 Shares 201 Est. Cost $24.45 Unrealized -3.5%
KBR KBR INC 0.0%
Value ($000) $4 Shares 87 Est. Cost $48.19 Unrealized -11.3%
KLIC KULICKE & SOFFA INDUSTRIES 0.0%
Value ($000) $4 Shares 99 Est. Cost $36.73 Unrealized +14.6%
SCVL SHOE CARNIVAL INC 0.0%
Value ($000) $4 Shares 192 Est. Cost $21.64 Unrealized -15.1%
REYN REYNOLDS CONSUMER PRODUCTS I 0.0%
Value ($000) $4 Shares 157 Est. Cost $22.09 Unrealized +7.6%
NBIS NEBIUS GROUP NV 0.0%
Value ($000) $4 Shares 33 Est. Cost $69.43 Unrealized +49.3%
FLS FLOWSERVE CORP 0.0%
Value ($000) $4 Shares 67 Est. Cost $53.92 Unrealized +18.8%
ST SENSATA TECHNOLOGIES HOLDING 0.0%
Value ($000) $4 Shares 116 Est. Cost $31.59 Unrealized +1.2%
UMH UMH PROPERTIES INC 0.0%
Value ($000) $4 Shares 236 Est. Cost $14.85 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $155.21 Unrealized -5.2%
GMED GLOBUS MEDICAL INC - A 0.0%
Value ($000) $3 Shares 60 Est. Cost $64.61 Unrealized +17.5%
TREX TREX COMPANY INC 0.0%
Value ($000) $3 Shares 65 Est. Cost $60.90 Unrealized -33.6%
NXRT NEXPOINT RESIDENTIAL 0.0%
Value ($000) $3 Shares 104 Est. Cost $32.22 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $3 Shares 288 Est. Cost $11.74 Unrealized -2.5%
GTLB GITLAB INC-CL A 0.0%
Value ($000) $3 Shares 73 Est. Cost $45.73 Unrealized -5.3%
HSTM HEALTHSTREAM INC 0.0%
Value ($000) $3 Shares 115 Est. Cost $27.49 Unrealized -8.5%
OFG OFG BANCORP 0.0%
Value ($000) $3 Shares 70 Est. Cost $43.87 Unrealized -6.7%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $100.97 Unrealized -9.3%
VGLT VANGUARD LONG-TERM TREASURY 0.0%
Value ($000) $3 Shares 52 Est. Cost $56.87 Unrealized
PRDO PERDOCEO EDUCATION CORP 0.0%
Value ($000) $3 Shares 73 Est. Cost $31.78 Unrealized -0.9%
ALLETE INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $64.07 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.87 Unrealized -21.9%
ATKR ATKORE INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $64.34 Unrealized +0.5%
REZI RESIDEO TECHNOLOGIES INC-W/I 0.0%
Value ($000) $2 Shares 56 Est. Cost $20.16 Unrealized +83.5%
GSL GLOBAL SHIP LEASE INC-CL A 0.0%
Value ($000) $2 Shares 61 Est. Cost $29.79 Unrealized +9.0%
KRC KILROY REALTY CORP 0.0%
Value ($000) $2 Shares 43 Est. Cost $42.26 Unrealized
HUDSON PACIFIC PROPERTIES IN 0.0%
Value ($000) $2 Shares 640 Est. Cost $2.76 Unrealized
SRXH BETTER CHOICE CO INC 0.0%
Value ($000) $2 Shares 5,165 Est. Cost $6.08 Unrealized -94.7%
ITRN ITURAN LOCATION AND CONTROL 0.0%
Value ($000) $2 Shares 44 Est. Cost $37.78 Unrealized +3.8%
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $1 Shares 49 Est. Cost $32.00 Unrealized
MKTX MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $210.11 Unrealized -19.3%
BILL BILL HOLDINGS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.44 Unrealized +10.6%
MMYT MAKEMYTRIP LTD 0.0%
Value ($000) $1 Shares 14 Est. Cost $107.17 Unrealized -23.5%
OUT OUTFRONT MEDIA INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $18.32 Unrealized
HIMX HIMAX TECHNOLOGIES INC-ADR 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.83 Unrealized
RPD RAPID7 INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $21.12 Unrealized -22.1%
EVH EVOLENT HEALTH INC - A 0.0%
Value ($000) $1 Shares 125 Est. Cost $9.70 Unrealized -42.7%
WMG WARNER MUSIC GROUP CORP-CL A 0.0%
Value ($000) $1 Shares 29 Est. Cost $31.38 Unrealized -3.6%
ATAT ATOUR LIFESTYLE HOLDINGS-ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.60 Unrealized
PSR INVESCO ACTIVE US REAL ESTAT 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
NEXN NEXXEN INTERNATIONAL LTD 0.0%
Value ($000) $1 Shares 99 Est. Cost $9.92 Unrealized -25.0%
ODD ODDITY TECH LTD-CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.95 Unrealized -30.4%
TIGR UP FINTECH HOLDING LTD - ADR 0.0%
Value ($000) $1 Shares 81 Est. Cost $10.67 Unrealized
FVRR FIVERR INTERNATIONAL LTD 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.50 Unrealized -12.1%
INSP INSPIRE MEDICAL SYSTEMS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $145.01 Unrealized -34.0%
SKM SK TELECOM CO LTD-SPON ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.64 Unrealized
VFC VF CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $13.47 Unrealized +20.3%
PLAY DAVE & BUSTER'S ENTERTAINMEN 0.0%
Value ($000) $0 Shares 18 Est. Cost $26.27 Unrealized -36.3%
VG VENTURE GLOBAL INC-CL A 0.0%
Value ($000) $0 Shares 23 Est. Cost $14.20 Unrealized -41.5%
WNS HOLDINGS LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.33 Unrealized
AUDC AUDIOCODES LTD 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.46 Unrealized -6.4%
NUVEEN QUALITY MUNICIPAL INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $11.73 Unrealized
NUVEEN AMT-FR MUNI CRDT 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.25 Unrealized
COHEN & STEERS TAX-ADVANTAGE 0.0%
Value ($000) $0 Shares 4 Est. Cost $20.50 Unrealized
BLACKROCK ENHANCED EQTY DVD 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.89 Unrealized
METAVIA INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $2.04 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.27 Unrealized -25.6%
VIPS VIPSHOP HOLDINGS LTD - ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.00 Unrealized

Decreased Positions (328)

ORCL ORACLE CORP 2.4%
Value ($000) $436,968 (-39.2%) Shares 2,241,899 (-12.3%) Est. Cost $38.36 Unrealized +520.6%
GOOG ALPHABET INC-CL C 5.2%
Value ($000) $946,233 (+13.6%) Shares 3,015,402 (-11.8%) Est. Cost $107.20 Unrealized +167.1%
KLAC KLA CORP 2.9%
Value ($000) $527,211 (-16.7%) Shares 433,890 (-26.0%) Est. Cost $189.83 Unrealized +517.4%
ADBE ADOBE INC 0.6%
Value ($000) $118,061 (-38.3%) Shares 337,326 (-37.8%) Est. Cost $442.07 Unrealized -23.1%
AJG ARTHUR J GALLAGHER & CO 1.4%
Value ($000) $265,310 (-19.9%) Shares 1,025,195 (-4.2%) Est. Cost $84.59 Unrealized +212.3%
ZTS ZOETIS INC 1.1%
Value ($000) $210,146 (-23.4%) Shares 1,670,213 (-10.9%) Est. Cost $30.27 Unrealized +330.3%
AMAT APPLIED MATERIALS INC 1.5%
Value ($000) $275,807 (+22.2%) Shares 1,073,220 (-2.7%) Est. Cost $175.89 Unrealized +36.2%
OTIS OTIS WORLDWIDE CORP 0.6%
Value ($000) $106,212 (-31.8%) Shares 1,215,939 (-28.6%) Est. Cost $92.96 Unrealized -4.0%
LIN LINDE PLC 1.7%
Value ($000) $309,634 (-13.3%) Shares 726,175 (-3.4%) Est. Cost $322.30 Unrealized +32.6%
ADP AUTOMATIC DATA PROCESSING 1.0%
Value ($000) $182,660 (-16.7%) Shares 710,103 (-5.0%) Est. Cost $235.02 Unrealized +12.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.1%
Value ($000) $564,971 (-5.8%) Shares 1,123,985 (-5.8%) Est. Cost $104.82 Unrealized +374.6%
ABT ABBOTT LABORATORIES 1.1%
Value ($000) $195,228 (-13.6%) Shares 1,558,207 (-7.7%) Est. Cost $103.49 Unrealized +23.0%
FOUR SHIFT4 PAYMENTS INC-CLASS A 0.3%
Value ($000) $56,168 (-32.1%) Shares 891,981 (-16.5%) Est. Cost $81.73 Unrealized -13.6%
PG PROCTER & GAMBLE CO/THE 0.6%
Value ($000) $110,552 (-18.6%) Shares 771,420 (-12.7%) Est. Cost $133.43 Unrealized +10.3%
GWRE GUIDEWIRE SOFTWARE INC 0.8%
Value ($000) $147,064 (-13.7%) Shares 731,627 (-1.3%) Est. Cost $95.48 Unrealized +131.7%
NVR NVR INC 0.0%
Value ($000) $941 (-95.7%) Shares 129 (-95.3%) Est. Cost $6396.99 Unrealized +16.9%
BRO BROWN & BROWN INC 0.3%
Value ($000) $53,595 (-27.5%) Shares 672,458 (-14.7%) Est. Cost $83.05 Unrealized +0.4%
COST COSTCO WHOLESALE CORP 1.1%
Value ($000) $199,888 (-8.3%) Shares 231,797 (-1.6%) Est. Cost $244.54 Unrealized +270.4%
MA MASTERCARD INC - A 3.1%
Value ($000) $565,285 (-3.0%) Shares 990,199 (-3.3%) Est. Cost $271.80 Unrealized +105.6%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $266,524 (+6.4%) Shares 459,960 (-10.9%) Est. Cost $430.88 Unrealized +31.2%
SPGI S&P GLOBAL INC 1.5%
Value ($000) $272,359 (+5.4%) Shares 521,171 (-1.8%) Est. Cost $322.38 Unrealized +53.3%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $144,463 (-8.6%) Shares 832,688 (-3.2%) Est. Cost $150.58 Unrealized +13.4%
ATR APTARGROUP INC 0.2%
Value ($000) $40,415 (-24.6%) Shares 331,380 (-17.4%) Est. Cost $138.63 Unrealized -11.3%
ENTG ENTEGRIS INC 0.3%
Value ($000) $50,414 (-20.7%) Shares 598,387 (-13.0%) Est. Cost $104.84 Unrealized -17.2%
ICLR ICON PLC 0.3%
Value ($000) $52,740 (-18.2%) Shares 289,433 (-21.5%) Est. Cost $229.77 Unrealized -22.5%
ZBRA ZEBRA TECHNOLOGIES CORP-CL A 0.1%
Value ($000) $26,954 (-29.7%) Shares 111,003 (-14.0%) Est. Cost $308.35 Unrealized -13.3%
GFL GFL ENVIRONMENTAL INC-SUB VT 0.4%
Value ($000) $77,522 (-12.6%) Shares 1,804,927 (-3.5%) Est. Cost $40.02 Unrealized +11.6%
BKNG BOOKING HOLDINGS INC 1.7%
Value ($000) $320,763 (-3.3%) Shares 59,896 (-2.5%) Est. Cost $1925.90 Unrealized +166.8%
WWD WOODWARD INC 0.6%
Value ($000) $102,474 (+9.8%) Shares 338,958 (-8.2%) Est. Cost $80.41 Unrealized +241.7%
WSC WILLSCOT HOLDINGS CORP 0.2%
Value ($000) $29,615 (-19.9%) Shares 1,572,778 (-10.2%) Est. Cost $31.64 Unrealized -36.3%
WM WASTE MANAGEMENT INC 2.0%
Value ($000) $362,554 (-2.0%) Shares 1,650,147 (-1.5%) Est. Cost $66.01 Unrealized +222.0%
NVO NOVO-NORDISK A/S-SPONS ADR 0.1%
Value ($000) $18,060 (-28.3%) Shares 354,954 (-21.8%) Est. Cost $73.53 Unrealized
KEYS KEYSIGHT TECHNOLOGIES IN 0.3%
Value ($000) $57,109 (+14.1%) Shares 281,060 (-1.8%) Est. Cost $161.38 Unrealized +15.0%
BLK BLACKROCK INC 0.2%
Value ($000) $36,864 (-12.4%) Shares 34,441 (-4.6%) Est. Cost $981.72 Unrealized +11.0%
VMC VULCAN MATERIALS CO 0.3%
Value ($000) $57,255 (-8.2%) Shares 200,741 (-1.0%) Est. Cost $233.53 Unrealized +25.5%
ULS UL SOLUTIONS INC - CLASS A 0.3%
Value ($000) $55,598 (+9.9%) Shares 705,018 (-1.2%) Est. Cost $54.00 Unrealized +48.7%
MRSH MARSH & MCLENNAN COS 0.1%
Value ($000) $22,783 (-17.0%) Shares 122,804 (-9.8%) Est. Cost $79.51 Unrealized +134.5%
IWF ISHARES TR RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $7,265 (-36.3%) Shares 15,349 (-37.0%) Est. Cost $304.37 Unrealized
ALC ALCON INC 1.0%
Value ($000) $184,564 (+2.3%) Shares 2,341,885 (-3.3%) Est. Cost $58.23 Unrealized +32.2%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $31,207 (-11.5%) Shares 126,702 (-6.3%) Est. Cost $74.44 Unrealized +232.6%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.6%
Value ($000) $103,408 (-3.4%) Shares 137 (-3.5%) Est. Cost $171219.39 Unrealized +335.9%
LPLA LPL FINANCIAL HOLDINGS INC 0.4%
Value ($000) $66,821 (+5.5%) Shares 187,084 (-1.7%) Est. Cost $248.45 Unrealized +42.4%
GXO GXO LOGISTICS INC 0.4%
Value ($000) $74,623 (-4.2%) Shares 1,417,603 (-3.7%) Est. Cost $48.91 Unrealized +7.4%
EFA ISHARES MSCI EAFE ETF CL USD INC 0.1%
Value ($000) $19,145 (-13.2%) Shares 199,363 (-15.6%) Est. Cost $71.49 Unrealized
DAR DARLING INGREDIENTS INC 0.3%
Value ($000) $50,211 (+5.2%) Shares 1,394,737 (-9.8%) Est. Cost $41.47 Unrealized -18.4%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $3,282 (-40.7%) Shares 26,625 (-42.0%) Est. Cost $75.85 Unrealized
CPRT COPART INC 0.1%
Value ($000) $12,112 (-15.7%) Shares 309,376 (-3.1%) Est. Cost $31.20 Unrealized +32.9%
MCW MISTER CAR WASH INC 0.1%
Value ($000) $10,765 (-14.3%) Shares 1,936,199 (-17.8%) Est. Cost $7.44 Unrealized -29.3%
TTWO TAKE-TWO INTERACTIVE SOFTWRE 0.4%
Value ($000) $81,093 (-2.1%) Shares 316,734 (-1.2%) Est. Cost $161.19 Unrealized +54.7%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $1,082 (-60.2%) Shares 6,348 (-65.6%) Est. Cost $76.86 Unrealized +99.8%
RACE FERRARI NV 0.0%
Value ($000) $2,453 (-39.1%) Shares 6,638 (-20.0%) Est. Cost $157.25 Unrealized +154.5%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $4,841 (-24.2%) Shares 56,112 (-16.1%) Est. Cost $124.61 Unrealized
WMS ADVANCED DRAINAGE SYSTEMS IN 0.4%
Value ($000) $68,680 (+2.1%) Shares 474,214 (-2.2%) Est. Cost $127.82 Unrealized +13.2%
HEI/A HEICO CORP-CLASS A 0.3%
Value ($000) $57,433 (-2.3%) Shares 227,522 (-1.6%) Est. Cost $164.15 Unrealized +50.4%
WST WEST PHARMACEUTICAL SERVICES 0.4%
Value ($000) $66,224 (+2.1%) Shares 240,691 (-2.7%) Est. Cost $271.03 Unrealized +0.9%
STWD STARWOOD PROPERTY TRUST INC 0.0%
Value ($000) $834 (-61.3%) Shares 46,296 (-58.3%) Est. Cost $20.29 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $2,615 (-32.7%) Shares 14,893 (-26.3%) Est. Cost $120.55 Unrealized +49.6%
BROS DUTCH BROS INC-CLASS A 0.1%
Value ($000) $10,120 (+12.3%) Shares 165,307 (-4.0%) Est. Cost $65.23 Unrealized -12.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $8,197 (+11.9%) Shares 14,308 (-6.8%) Est. Cost $179.73 Unrealized +209.1%
STT STATE STREET CORP 0.1%
Value ($000) $26,267 (+3.2%) Shares 203,608 (-7.2%) Est. Cost $49.47 Unrealized +140.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $5,312 (-13.2%) Shares 50,583 (-7.3%) Est. Cost $109.31 Unrealized -1.9%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $796 (-45.6%) Shares 15,909 (-38.1%) Est. Cost $52.00 Unrealized +3.3%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $266 (-71.5%) Shares 922 (-76.4%) Est. Cost $111.76 Unrealized +131.3%
PAVE GLOBAL X US INFRASTRUCTURE 0.0%
Value ($000) $539 (-54.8%) Shares 11,279 (-54.9%) Est. Cost $43.53 Unrealized
FISV FISERV INC 0.0%
Value ($000) $509 (-55.1%) Shares 7,580 (-13.8%) Est. Cost $119.35 Unrealized -29.7%
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value ($000) $3,257 (-15.1%) Shares 10,050 (-9.2%) Est. Cost $265.50 Unrealized +25.8%
BLACKROCK ENRGY & RES TR 0.0%
Value ($000) $59 (-90.6%) Shares 4,335 (-90.6%) Est. Cost $13.30 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $3,951 (-12.4%) Shares 47,000 (-9.6%) Est. Cost $40.44 Unrealized +99.4%
ETN EATON CORP PLC 0.0%
Value ($000) $2,900 (-16.0%) Shares 9,105 (-1.3%) Est. Cost $253.92 Unrealized +39.6%
EFX EQUIFAX INC 0.0%
Value ($000) $215 (-71.5%) Shares 993 (-66.3%) Est. Cost $223.57 Unrealized -2.2%
SSB SOUTHSTATE CORP 0.0%
Value ($000) $462 (-51.9%) Shares 4,906 (-49.4%) Est. Cost $96.71 Unrealized -5.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $2,108 (-17.0%) Shares 36,105 (-4.6%) Est. Cost $38.15 Unrealized +70.0%
BALL BALL CORP 0.0%
Value ($000) $46 (-89.4%) Shares 875 (-89.9%) Est. Cost $68.85 Unrealized -28.7%
HILLENBRAND INC 0.0%
Value ($000) $35 (-90.4%) Shares 1,100 (-91.9%) Est. Cost $32.20 Unrealized
WDAY WORKDAY INC-CLASS A 0.0%
Value ($000) $832 (-28.3%) Shares 3,876 (-19.7%) Est. Cost $242.34 Unrealized -6.2%
IJR ISHARES CORE S&P SMALL-CAP ETF ETF 0.3%
Value ($000) $56,009 (-0.6%) Shares 466,039 (-1.7%) Est. Cost $112.41 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $126 (-71.0%) Shares 5,479 (-70.8%) Est. Cost $23.42 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $2,030 (-13.1%) Shares 10,793 (-5.1%) Est. Cost $179.21 Unrealized +5.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $976 (-23.8%) Shares 11,950 (-8.6%) Est. Cost $85.68 Unrealized +5.1%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $880 (-24.6%) Shares 16,344 (-12.5%) Est. Cost $54.57 Unrealized +4.6%
BAM BROOKFIELD ASSET MGMT-A-W/I 0.0%
Value ($000) $437 (-37.6%) Shares 8,345 (-32.2%) Est. Cost $39.95 Unrealized +33.9%
SO SOUTHERN CO/THE 0.0%
Value ($000) $2,131 (-10.8%) Shares 24,437 (-3.1%) Est. Cost $47.99 Unrealized +89.4%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $279 (-46.8%) Shares 6,664 (-26.2%) Est. Cost $66.58 Unrealized -11.8%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $1,001 (-19.6%) Shares 10,977 (-4.9%) Est. Cost $93.03 Unrealized +5.0%
RBLX ROBLOX CORP -CLASS A 0.0%
Value ($000) $322 (-42.4%) Shares 3,980 (-1.5%) Est. Cost $85.46 Unrealized +24.2%
PRM PERIMETER SOLUTIONS INC 0.3%
Value ($000) $62,193 (+0.4%) Shares 2,259,089 (-18.4%) Est. Cost $13.06 Unrealized +93.4%
KNSL KINSALE CAPITAL GROUP INC 0.0%
Value ($000) $2 (-99.1%) Shares 5 (-99.0%) Est. Cost $453.12 Unrealized -10.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $643 (-25.0%) Shares 3,308 (-9.3%) Est. Cost $193.13 Unrealized +8.7%
TT INGERSOLL-RAND PLC 0.0%
Value ($000) $1,624 (-11.6%) Shares 4,173 (-4.2%) Est. Cost $258.89 Unrealized +59.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $1,419 (-13.0%) Shares 28,224 (-13.4%) Est. Cost $49.05 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $2,667 (-7.2%) Shares 22,755 (-2.0%) Est. Cost $76.27 Unrealized +59.4%
LAMR LAMAR ADVERTISING CO-A 0.0%
Value ($000) $22 (-90.0%) Shares 176 (-90.3%) Est. Cost $121.91 Unrealized
GGG GRACO INC 0.0%
Value ($000) $730 (-20.9%) Shares 8,907 (-18.1%) Est. Cost $64.30 Unrealized +27.5%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $215 (-46.6%) Shares 2,088 (-49.9%) Est. Cost $82.64 Unrealized +17.8%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $5,466 (+3.6%) Shares 43,150 (-1.9%) Est. Cost $99.66 Unrealized
KHC KRAFT HEINZ CO/THE 0.0%
Value ($000) $77 (-70.6%) Shares 3,155 (-68.5%) Est. Cost $31.42 Unrealized -21.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $899 (-16.9%) Shares 22,830 (-2.1%) Est. Cost $35.99 Unrealized +13.5%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,898 (-8.8%) Shares 40,818 (-1.1%) Est. Cost $49.41 Unrealized -4.0%
BFAM BRIGHT HORIZONS FAMILY SOLUT 0.0%
Value ($000) $285 (-37.9%) Shares 2,813 (-33.5%) Est. Cost $107.14 Unrealized -5.8%
GLOB GLOBANT SA 0.0%
Value ($000) $285 (-37.6%) Shares 4,361 (-45.3%) Est. Cost $161.14 Unrealized -61.0%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $205 (-45.2%) Shares 5,959 (-40.5%) Est. Cost $36.63 Unrealized -10.2%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $495 (-24.0%) Shares 3,475 (-12.8%) Est. Cost $138.68 Unrealized +3.6%
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $63 (-70.3%) Shares 109 (-64.3%) Est. Cost $670.79 Unrealized -6.8%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $1,034 (-12.5%) Shares 62,716 (-8.9%) Est. Cost $15.26 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $1,284 (-10.3%) Shares 6,060 (-2.8%) Est. Cost $130.17 Unrealized +64.9%
ROAD CONSTRUCTION PARTNERS INC-A 0.0%
Value ($000) $103 (-58.2%) Shares 948 (-51.1%) Est. Cost $103.08 Unrealized +9.2%
TTC TORO CO 0.0%
Value ($000) $53 (-71.9%) Shares 668 (-72.8%) Est. Cost $89.49 Unrealized -17.4%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $9 (-93.6%) Shares 166 (-92.9%) Est. Cost $54.82 Unrealized -0.1%
HPQ HEWLETT-PACKARD CO 0.0%
Value ($000) $155 (-46.0%) Shares 6,973 (-34.0%) Est. Cost $25.09 Unrealized +0.6%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $193 (-40.2%) Shares 1,866 (-41.6%) Est. Cost $119.66 Unrealized -21.7%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $314 (-28.9%) Shares 569 (-27.2%) Est. Cost $353.52 Unrealized +55.5%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $142 (-47.1%) Shares 816 (-37.6%) Est. Cost $178.05 Unrealized +2.9%
ARE ALEXANDRIA REAL ESTATE EQUIT 0.0%
Value ($000) $28 (-82.0%) Shares 568 (-69.3%) Est. Cost $78.00 Unrealized -25.6%
CHRW C.H. ROBINSON WORLDWIDE INC 0.0%
Value ($000) $503 (-19.5%) Shares 3,131 (-33.7%) Est. Cost $68.76 Unrealized +114.2%
POOL POOL CORP 0.0%
Value ($000) $42 (-73.9%) Shares 185 (-64.6%) Est. Cost $389.21 Unrealized -33.3%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $118 (-50.2%) Shares 504 (-50.7%) Est. Cost $232.08 Unrealized -1.5%
PRI PRIMERICA INC 0.0%
Value ($000) $50 (-70.2%) Shares 193 (-68.0%) Est. Cost $266.98 Unrealized -2.3%
ESAB ESAB CORP 0.0%
Value ($000) $8 (-93.5%) Shares 73 (-93.5%) Est. Cost $118.71 Unrealized -3.7%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $640 (-15.2%) Shares 8,272 (-1.6%) Est. Cost $48.19 Unrealized +70.0%
MKL MARKEL CORP 0.0%
Value ($000) $305 (-27.1%) Shares 142 (-35.2%) Est. Cost $1711.16 Unrealized +18.4%
OKTA OKTA INC 0.0%
Value ($000) $38 (-73.4%) Shares 441 (-71.8%) Est. Cost $88.78 Unrealized -1.7%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $69 (-59.9%) Shares 577 (-57.3%) Est. Cost $112.50 Unrealized +9.8%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $29 (-77.4%) Shares 297 (-78.4%) Est. Cost $108.90 Unrealized -11.7%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $65 (-59.8%) Shares 3,418 (-52.1%) Est. Cost $76.15 Unrealized -73.7%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $22 (-81.0%) Shares 232 (-78.6%) Est. Cost $131.20 Unrealized -27.7%
AWI ARMSTRONG WORLD INDUSTRIES 0.0%
Value ($000) $97 (-49.0%) Shares 509 (-47.7%) Est. Cost $168.38 Unrealized +13.3%
RBC RBC BEARINGS INC 0.0%
Value ($000) $61 (-59.7%) Shares 137 (-65.0%) Est. Cost $372.85 Unrealized +13.6%
BRKR BRUKER CORP 0.0%
Value ($000) $705 (+14.5%) Shares 14,956 (-21.0%) Est. Cost $62.53 Unrealized -32.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $369 (-19.0%) Shares 3,000 (-8.7%) Est. Cost $114.30 Unrealized +12.6%
ACM AECOM 0.0%
Value ($000) $65 (-56.9%) Shares 685 (-41.0%) Est. Cost $94.33 Unrealized +24.3%
D DOMINION RESOURCES INC/VA 0.0%
Value ($000) $799 (-9.5%) Shares 13,638 (-5.5%) Est. Cost $46.57 Unrealized +28.3%
XYL XYLEM INC 0.0%
Value ($000) $315 (-20.9%) Shares 2,310 (-14.3%) Est. Cost $126.43 Unrealized +13.6%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $70 (-54.0%) Shares 1,048 (-42.2%) Est. Cost $81.64 Unrealized -13.2%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $18 (-81.4%) Shares 461 (-86.6%) Est. Cost $7.38 Unrealized +381.4%
VEEV VEEVA SYSTEMS INC-CLASS A 0.0%
Value ($000) $136 (-36.6%) Shares 608 (-15.4%) Est. Cost $197.00 Unrealized +34.7%
USFD US FOODS HOLDING CORP 0.0%
Value ($000) $414 (-15.9%) Shares 5,499 (-14.4%) Est. Cost $31.73 Unrealized +136.6%
WPC WP CAREY INC 0.0%
Value ($000) $21 (-77.8%) Shares 334 (-76.7%) Est. Cost $59.96 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $554 (-11.8%) Shares 20,439 (-14.2%) Est. Cost $18.21 Unrealized +39.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $646 (-10.3%) Shares 13,514 (-5.3%) Est. Cost $39.63 Unrealized +18.9%
IT GARTNER INC 0.0%
Value ($000) $195 (-27.1%) Shares 774 (-24.0%) Est. Cost $318.70 Unrealized -24.5%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $500 (-12.4%) Shares 27,857 (-16.8%) Est. Cost $19.36 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $43 (-62.3%) Shares 312 (-53.7%) Est. Cost $159.14 Unrealized +1.4%
VLTO VERALTO CORP-W/I 0.0%
Value ($000) $635 (-9.8%) Shares 6,360 (-3.6%) Est. Cost $86.19 Unrealized +17.2%
BUD ANHEUSER-BUSCH INBEV-SPN ADR 0.0%
Value ($000) $277 (-19.9%) Shares 4,330 (-25.5%) Est. Cost $59.68 Unrealized
BLACKROCK MUNIYIELD FUND 0.0%
Value ($000) $2,416 (-2.8%) Shares 230,344 (-2.1%) Est. Cost $11.04 Unrealized
CAKE CHEESECAKE FACTORY INC/THE 0.0%
Value ($000) $42 (-61.9%) Shares 825 (-58.8%) Est. Cost $57.06 Unrealized -12.3%
CIBR FIRST TRUST NASDAQ CYBERSECU 0.0%
Value ($000) $148 (-30.7%) Shares 2,069 (-26.3%) Est. Cost $59.11 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $26 (-71.3%) Shares 211 (-70.3%) Est. Cost $138.21 Unrealized -8.4%
MHK MOHAWK INDUSTRIES INC 0.0%
Value ($000) $49 (-57.0%) Shares 447 (-49.3%) Est. Cost $121.43 Unrealized -5.4%
HUBS HUBSPOT INC 0.0%
Value ($000) $210 (-23.6%) Shares 524 (-10.9%) Est. Cost $492.05 Unrealized -15.8%
VRSN VERISIGN INC 0.0%
Value ($000) $142 (-31.2%) Shares 585 (-20.8%) Est. Cost $235.02 Unrealized +6.7%
LYFT LYFT INC-A 0.0%
Value ($000) $11 (-84.7%) Shares 592 (-82.6%) Est. Cost $15.99 Unrealized +30.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $367 (-14.5%) Shares 2,370 (-4.5%) Est. Cost $136.78 Unrealized +19.3%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $38 (-62.2%) Shares 1,293 (-38.0%) Est. Cost $44.79 Unrealized -8.1%
HDB HDFC BANK LTD-ADR 0.0%
Value ($000) $53 (-53.8%) Shares 1,460 (-56.8%) Est. Cost $41.82 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $757 (+8.9%) Shares 20,868 (-6.5%) Est. Cost $24.36 Unrealized +39.3%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $11 (-84.9%) Shares 312 (-63.9%) Est. Cost $65.67 Unrealized +19.6%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $1,673 (-3.5%) Shares 52,198 (-5.9%) Est. Cost $28.50 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORP 0.0%
Value ($000) $30 (-67.0%) Shares 198 (-69.3%) Est. Cost $124.47 Unrealized +13.2%
RLI RLI CORP 0.0%
Value ($000) $1,033 (-5.3%) Shares 16,149 (-3.4%) Est. Cost $46.53 Unrealized +32.1%
SIRI SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $246 (-18.6%) Shares 12,304 (-5.3%) Est. Cost $31.06 Unrealized -30.8%
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $5 (-91.3%) Shares 596 (-90.8%) Est. Cost $9.03 Unrealized -0.2%
UNF UNIFIRST CORP/MA 0.0%
Value ($000) $2 (-96.2%) Shares 11 (-96.7%) Est. Cost $173.52 Unrealized -2.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $307 (-14.9%) Shares 1,699 (-10.9%) Est. Cost $161.89 Unrealized +16.8%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $11 (-82.1%) Shares 375 (-79.8%) Est. Cost $35.11 Unrealized -10.7%
DOW DOW CHEMICAL CO/THE 0.0%
Value ($000) $444 (-10.1%) Shares 18,995 (-11.8%) Est. Cost $40.53 Unrealized -43.8%
CIVI CIVITAS RESOURCES INC COM STK 0.0%
Value ($000) $193 (-20.2%) Shares 7,119 (-4.2%) Est. Cost $28.00 Unrealized +1.9%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $4 (-91.6%) Shares 15 (-93.0%) Est. Cost $279.81 Unrealized -4.8%
MBLY MOBILEYE GLOBAL INC-A 0.0%
Value ($000) $0 (-99.1%) Shares 37 (-98.8%) Est. Cost $15.04 Unrealized -16.9%
LSTR LANDSTAR SYSTEM INC 0.0%
Value ($000) $556 (+8.7%) Shares 3,867 (-7.3%) Est. Cost $128.87 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB /1 ADR REPRS 10 UT CONS 10 SERB &20 SER D-B SHS &20 SER D-L/ 0.0%
Value ($000) $27 (-61.7%) Shares 271 (-62.6%) Est. Cost $99.99 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $77 (-36.1%) Shares 746 (-35.5%) Est. Cost $98.77 Unrealized +4.6%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND ETF 0.0%
Value ($000) $24 (-64.1%) Shares 600 (-62.5%) Est. Cost $41.45 Unrealized
LBRDK LIBERTY BROADBAND C-W/I 0.0%
Value ($000) $78 (-35.1%) Shares 1,608 (-15.1%) Est. Cost $85.32 Unrealized -39.0%
FLEX FLEX LTD 0.0%
Value ($000) $196 (-17.5%) Shares 3,249 (-20.9%) Est. Cost $34.74 Unrealized +77.8%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $3,874 (-1.1%) Shares 10,374 (-3.2%) Est. Cost $265.95 Unrealized
HIW HIGHWOODS PROPERTIES INC 0.0%
Value ($000) $94 (-30.4%) Shares 3,652 (-14.2%) Est. Cost $31.82 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $16 (-72.1%) Shares 184 (-72.7%) Est. Cost $83.11 Unrealized -1.2%
VNQ VANGUARD REAL ESTATE ETF ETF 0.0%
Value ($000) $258 (-13.5%) Shares 2,914 (-10.6%) Est. Cost $90.74 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $43 (-48.3%) Shares 190 (-31.2%) Est. Cost $218.27 Unrealized +29.3%
SJM JM SMUCKER CO/THE 0.0%
Value ($000) $52 (-43.3%) Shares 529 (-37.1%) Est. Cost $112.85 Unrealized -8.9%
SYBT STOCK YARDS BANCORP INC 0.0%
Value ($000) $6 (-86.4%) Shares 95 (-85.3%) Est. Cost $77.19 Unrealized -12.9%
KMX CARMAX INC 0.0%
Value ($000) $77 (-33.3%) Shares 1,992 (-22.6%) Est. Cost $76.57 Unrealized -47.8%
PBH PRESTIGE CONSUMER HEALTHCARE 0.0%
Value ($000) $6 (-86.8%) Shares 94 (-86.6%) Est. Cost $69.61 Unrealized -12.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $547 (-6.5%) Shares 1,864 (-2.7%) Est. Cost $244.14 Unrealized +18.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $91 (-29.0%) Shares 585 (-43.1%) Est. Cost $203.73 Unrealized -29.7%
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $2 (-94.0%) Shares 74 (-93.1%) Est. Cost $44.38 Unrealized -22.5%
WDFC WD-40 CO 0.0%
Value ($000) $6 (-86.1%) Shares 30 (-86.0%) Est. Cost $220.34 Unrealized -11.1%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $12 (-75.6%) Shares 181 (-75.9%) Est. Cost $89.35 Unrealized -31.7%
GMAB GENMAB A/S -SP ADR 0.0%
Value ($000) $5 (-87.9%) Shares 160 (-87.9%) Est. Cost $28.28 Unrealized
EIPI FT ENERGY INCOME ETF 0.0%
Value ($000) $1,875 (-1.9%) Shares 94,388 (-2.1%) Est. Cost $19.74 Unrealized
SAIA SAIA INC 0.0%
Value ($000) $22 (-61.9%) Shares 66 (-65.1%) Est. Cost $445.92 Unrealized -32.2%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $86 (-28.9%) Shares 2,576 (-13.4%) Est. Cost $38.55 Unrealized
HLN HALEON PLC-ADR COM STK 0.0%
Value ($000) $81 (-29.6%) Shares 7,987 (-37.5%) Est. Cost $8.81 Unrealized
NTES NETEASE INC-ADR 0.0%
Value ($000) $32 (-51.2%) Shares 231 (-46.2%) Est. Cost $141.22 Unrealized
SNX TD SYNNEX CORP 0.0%
Value ($000) $4 (-88.2%) Shares 29 (-87.1%) Est. Cost $133.97 Unrealized +14.1%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $784 (-3.8%) Shares 3,522 (-2.9%) Est. Cost $194.41 Unrealized +22.4%
BF/B BROWN-FORMAN CORP-CLASS B 0.0%
Value ($000) $93 (-24.5%) Shares 3,567 (-21.6%) Est. Cost $41.35 Unrealized -32.3%
ONB OLD NATIONAL BANCORP 0.0%
Value ($000) $6,790 (-0.4%) Shares 304,357 (-2.0%) Est. Cost $17.14 Unrealized +25.8%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $188 (-13.3%) Shares 2,089 (-5.0%) Est. Cost $111.75 Unrealized -15.4%
BAP CREDICORP LTD 0.0%
Value ($000) $6 (-82.0%) Shares 22 (-83.3%) Est. Cost $247.38 Unrealized +7.0%
CHE CHEMED CORP 0.0%
Value ($000) $18 (-61.0%) Shares 42 (-59.2%) Est. Cost $555.77 Unrealized -21.7%
TTEK TETRA TECH INC 0.0%
Value ($000) $127 (-18.0%) Shares 3,773 (-18.4%) Est. Cost $35.68 Unrealized -5.2%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $175 (-13.4%) Shares 1,346 (-6.3%) Est. Cost $137.03 Unrealized -1.5%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $301 (-8.0%) Shares 3,725 (-8.6%) Est. Cost $71.26 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $178 (-12.4%) Shares 1,378 (-4.0%) Est. Cost $129.43 Unrealized +4.1%
NVST ENVISTA HOLDINGS CORP 0.0%
Value ($000) $365 (-6.3%) Shares 16,800 (-12.0%) Est. Cost $21.04 Unrealized -2.5%
FLUT FLUTTER ENTERTAINMENT PLC-DI 0.0%
Value ($000) $11 (-68.3%) Shares 52 (-62.6%) Est. Cost $254.90 Unrealized -11.8%
PODD INSULET CORP 0.0%
Value ($000) $48 (-31.9%) Shares 168 (-26.0%) Est. Cost $278.97 Unrealized +12.1%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $1,611 (+1.4%) Shares 13,971 (-1.1%) Est. Cost $74.61 Unrealized +57.7%
KEY KEYCORP 0.0%
Value ($000) $184 (-10.6%) Shares 8,896 (-19.0%) Est. Cost $17.10 Unrealized +8.1%
CG CARLYLE GROUP INC/THE 0.0%
Value ($000) $19 (-53.5%) Shares 319 (-50.7%) Est. Cost $61.48 Unrealized -8.5%
EXPO EXPONENT INC 0.0%
Value ($000) $27 (-44.5%) Shares 385 (-44.5%) Est. Cost $96.33 Unrealized -27.3%
TLK TELKOM INDONESIA PERSERO-ADR 0.0%
Value ($000) $4 (-84.4%) Shares 184 (-86.1%) Est. Cost $18.62 Unrealized
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $1 (-95.1%) Shares 13 (-93.3%) Est. Cost $163.39 Unrealized -45.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $62 (-24.3%) Shares 832 (-24.3%) Est. Cost $70.96 Unrealized -1.5%
BMI BADGER METER INC 0.0%
Value ($000) $13 (-59.3%) Shares 77 (-58.4%) Est. Cost $206.20 Unrealized -12.8%
DVY ISHARES DJ SELECT DIVIDEND FD 0.0%
Value ($000) $647 (-2.8%) Shares 4,587 (-2.1%) Est. Cost $111.68 Unrealized
SIMO SILICON MOTION TECHNOL-ADR 0.0%
Value ($000) $8 (-69.2%) Shares 85 (-68.5%) Est. Cost $94.81 Unrealized
OGN ORGANON & CO-W/I 0.0%
Value ($000) $28 (-37.9%) Shares 3,968 (-7.6%) Est. Cost $25.18 Unrealized -68.7%
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $6 (-72.0%) Shares 487 (-74.2%) Est. Cost $10.52 Unrealized +20.1%
SUPN SUPERNUS PHARMACEUTICALS INC 0.0%
Value ($000) $8 (-64.0%) Shares 171 (-65.4%) Est. Cost $40.27 Unrealized +20.7%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $18 (-45.3%) Shares 103 (-45.2%) Est. Cost $179.39 Unrealized -3.7%
SRPT AVI BIOPHARMA INC 0.0%
Value ($000) $94 (-13.6%) Shares 4,373 (-22.7%) Est. Cost $34.79 Unrealized -39.4%
COLB COLUMBIA BANKING SYSTEM INC 0.0%
Value ($000) $4 (-77.6%) Shares 145 (-79.4%) Est. Cost $24.85 Unrealized +8.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $32 (-30.6%) Shares 371 (-31.3%) Est. Cost $67.26 Unrealized +30.0%
PLAB PHOTRONICS INC 0.0%
Value ($000) $5 (-72.4%) Shares 163 (-80.2%) Est. Cost $21.39 Unrealized +20.6%
PNR PENTAIR PLC 0.0%
Value ($000) $94 (-12.6%) Shares 902 (-7.0%) Est. Cost $86.98 Unrealized +22.7%
FCN FTI CONSULTING INC 0.0%
Value ($000) $2 (-85.5%) Shares 13 (-86.3%) Est. Cost $166.08 Unrealized -0.7%
GOLF ACUSHNET HOLDINGS CORP 0.0%
Value ($000) $13 (-50.7%) Shares 159 (-51.5%) Est. Cost $71.62 Unrealized +13.3%
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $15 (-45.5%) Shares 262 (-45.4%) Est. Cost $58.75 Unrealized
WTFC WINTRUST FINANCIAL CORP 0.0%
Value ($000) $10 (-55.1%) Shares 74 (-57.5%) Est. Cost $85.38 Unrealized +55.8%
PINS PINTEREST INC- CLASS A 0.0%
Value ($000) $9 (-59.6%) Shares 331 (-49.8%) Est. Cost $31.21 Unrealized -7.7%
CACC CREDIT ACCEPTANCE CORP 0.0%
Value ($000) $93 (-11.8%) Shares 209 (-7.1%) Est. Cost $504.76 Unrealized -8.2%
FREL FIDELITY REAL ESTATE ETF 0.0%
Value ($000) $31 (-27.9%) Shares 1,152 (-25.4%) Est. Cost $28.11 Unrealized
ASTE ASTEC INDUSTRIES INC 0.0%
Value ($000) $8 (-58.3%) Shares 196 (-53.7%) Est. Cost $43.55 Unrealized +4.7%
JXN JACKSON FINANCIAL INC-A 0.0%
Value ($000) $11 (-50.9%) Shares 102 (-53.4%) Est. Cost $86.48 Unrealized +14.4%
LNTH LANTHEUS HOLDINGS INC 0.0%
Value ($000) $4 (-72.5%) Shares 64 (-78.8%) Est. Cost $62.49 Unrealized -6.9%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $66 (-14.3%) Shares 400 (-9.9%) Est. Cost $175.13 Unrealized -4.7%
NOG NORTHERN OIL AND GAS INC 0.0%
Value ($000) $2 (-82.5%) Shares 108 (-79.8%) Est. Cost $26.52 Unrealized -15.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $27 (-28.9%) Shares 1,123 (-25.7%) Est. Cost $27.67 Unrealized -15.8%
PII POLARIS INC 0.0%
Value ($000) $3 (-76.1%) Shares 53 (-78.0%) Est. Cost $53.92 Unrealized +22.1%
SNY SANOFI-ADR 0.0%
Value ($000) $97 (-9.4%) Shares 2,004 (-11.8%) Est. Cost $47.35 Unrealized
CCEP COCA-COLA ENTERPRISES 0.0%
Value ($000) $82 (-10.9%) Shares 901 (-11.2%) Est. Cost $75.29 Unrealized +19.0%
RRX REGAL BELOIT CORP 0.0%
Value ($000) $50 (-16.5%) Shares 356 (-14.6%) Est. Cost $158.33 Unrealized -10.1%
TFII TFI INTERNATIONAL INC 0.0%
Value ($000) $11 (-47.3%) Shares 105 (-55.1%) Est. Cost $122.88 Unrealized -24.3%
PINNACLE FINANCIAL PARTNERS 0.0%
Value ($000) $17 (-36.4%) Shares 175 (-37.5%) Est. Cost $93.79 Unrealized
CRVL CORVEL CORP 0.0%
Value ($000) $9 (-52.0%) Shares 129 (-45.1%) Est. Cost $89.19 Unrealized -18.8%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $27 (-25.7%) Shares 49 (-26.9%) Est. Cost $279.34 Unrealized +99.6%
AMN AMN HEALTHCARE SERVICES INC 0.0%
Value ($000) $1 (-94.1%) Shares 37 (-92.8%) Est. Cost $80.25 Unrealized -77.8%
VGIT VANGUARD INTERMEDIATE-TERM T 0.0%
Value ($000) $378 (-2.4%) Shares 6,304 (-2.2%) Est. Cost $59.82 Unrealized
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $11 (-45.5%) Shares 248 (-50.6%) Est. Cost $37.80 Unrealized +8.9%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $70 (-11.2%) Shares 342 (-16.2%) Est. Cost $214.09 Unrealized -9.7%
MSTR MICROSTRATEGY INC-CL A 0.0%
Value ($000) $5 (-64.1%) Shares 32 (-23.8%) Est. Cost $367.96 Unrealized -37.4%
FNB FNB CORP 0.0%
Value ($000) $7 (-54.0%) Shares 431 (-56.7%) Est. Cost $15.72 Unrealized +3.5%
ZION ZIONS BANCORP NA 0.0%
Value ($000) $7 (-53.9%) Shares 119 (-55.4%) Est. Cost $55.64 Unrealized -2.1%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $15 (-35.1%) Shares 1,000 (-34.6%) Est. Cost $17.53 Unrealized -16.1%
WCC WESCO INTERNATIONAL INC 0.0%
Value ($000) $20 (-27.8%) Shares 83 (-37.6%) Est. Cost $192.26 Unrealized +27.4%
MDB MONGODB INC 0.0%
Value ($000) $16 (-33.3%) Shares 37 (-50.7%) Est. Cost $203.68 Unrealized +78.6%
WIX WIX.COM LTD 0.0%
Value ($000) $4 (-64.9%) Shares 39 (-40.0%) Est. Cost $154.56 Unrealized -21.8%
COKE COCA-COLA CONSOLIDATED INC 0.0%
Value ($000) $11 (-38.7%) Shares 75 (-53.1%) Est. Cost $112.97 Unrealized +29.6%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $0 (-97.8%) Shares 2 (-97.6%) Est. Cost $89.00 Unrealized -3.4%
FND FLOOR & DECOR HOLDINGS INC-A 0.0%
Value ($000) $2 (-75.8%) Shares 36 (-70.7%) Est. Cost $74.27 Unrealized -12.7%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $74 (-8.3%) Shares 1,020 (-8.0%) Est. Cost $66.44 Unrealized +11.3%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $67 (-8.9%) Shares 1,146 (-11.1%) Est. Cost $69.64 Unrealized -20.8%
NET CLOUDFLARE INC - CLASS A 0.0%
Value ($000) $28 (-18.1%) Shares 140 (-10.8%) Est. Cost $166.22 Unrealized +27.3%
APAM ARTISAN PARTNERS ASSET MA -A 0.0%
Value ($000) $6 (-51.7%) Shares 138 (-48.5%) Est. Cost $43.19 Unrealized -5.8%
CARG CARGURUS INC 0.0%
Value ($000) $41 (-12.5%) Shares 1,060 (-15.1%) Est. Cost $34.17 Unrealized +5.5%
MSA MSA SAFETY INC 0.0%
Value ($000) $19 (-22.4%) Shares 120 (-16.7%) Est. Cost $173.99 Unrealized -6.4%
ZWS REXNORD CORP 0.0%
Value ($000) $109 (-4.7%) Shares 2,338 (-3.6%) Est. Cost $36.26 Unrealized +29.0%
EQH EQUITABLE HOLDINGS INC COM 0.0%
Value ($000) $22 (-18.9%) Shares 457 (-13.6%) Est. Cost $34.72 Unrealized +36.1%
AEO AMERICAN EAGLE OUTFITTERS 0.0%
Value ($000) $37 (-11.9%) Shares 1,414 (-42.9%) Est. Cost $13.32 Unrealized +47.6%
BIO BIO-RAD LABORATORIES-A 0.0%
Value ($000) $7 (-40.8%) Shares 23 (-45.2%) Est. Cost $338.71 Unrealized -7.9%
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value ($000) $2 (-66.9%) Shares 37 (-65.1%) Est. Cost $56.28 Unrealized +0.7%
RIO RIO TINTO PLC-SPON ADR 0.0%
Value ($000) $99 (+4.8%) Shares 1,239 (-13.5%) Est. Cost $59.99 Unrealized
NWG NATWEST GROUP PLC -SPON ADR 0.0%
Value ($000) $65 (+7.2%) Shares 3,698 (-13.3%) Est. Cost $12.26 Unrealized
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $6 (-39.3%) Shares 233 (-38.2%) Est. Cost $28.55 Unrealized -2.9%
GATX GATX CORP 0.0%
Value ($000) $51 (-7.6%) Shares 300 (-4.8%) Est. Cost $149.34 Unrealized +10.0%
HDV ISHARES CORE HIGH DIVIDEND E 0.0%
Value ($000) $234 (-1.7%) Shares 1,928 (-1.0%) Est. Cost $112.10 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $5 (-46.6%) Shares 128 (-39.6%) Est. Cost $49.52 Unrealized -23.8%
CGNX COGNEX CORP 0.0%
Value ($000) $1 (-75.8%) Shares 35 (-69.6%) Est. Cost $40.34 Unrealized +0.2%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $20 (-14.9%) Shares 768 (-3.8%) Est. Cost $22.82 Unrealized +18.8%
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $30 (-9.9%) Shares 269 (-1.1%) Est. Cost $123.44 Unrealized -8.0%
PSMT PRICESMART INC 0.0%
Value ($000) $4 (-44.2%) Shares 32 (-44.8%) Est. Cost $109.77 Unrealized +10.7%
DIOD DIODES INC 0.0%
Value ($000) $2 (-59.3%) Shares 43 (-56.1%) Est. Cost $49.38 Unrealized +2.5%
TDC TERADATA CORP 0.0%
Value ($000) $4 (-44.5%) Shares 124 (-60.8%) Est. Cost $21.61 Unrealized +21.1%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $3 (-48.0%) Shares 35 (-46.2%) Est. Cost $94.79 Unrealized +1.0%
KT KT CORP-SP ADR 0.0%
Value ($000) $18 (-13.8%) Shares 974 (-11.4%) Est. Cost $19.66 Unrealized
AL AIR LEASE CORP 0.0%
Value ($000) $73 (-3.8%) Shares 1,137 (-4.7%) Est. Cost $47.63 Unrealized +33.7%
USLM UNITED STATES LIME & MINERAL 0.0%
Value ($000) $12 (-18.5%) Shares 103 (-10.4%) Est. Cost $84.84 Unrealized +46.1%
LFUS LITTELFUSE INC 0.0%
Value ($000) $4 (-38.5%) Shares 17 (-37.0%) Est. Cost $238.61 Unrealized +6.7%
KOF COCA-COLA FEMSA SAB-SP ADR 0.0%
Value ($000) $4 (-39.8%) Shares 37 (-47.1%) Est. Cost $83.10 Unrealized
UHAL/B U-HAUL HOLDING CO-NON VOTING 0.0%
Value ($000) $5 (-32.7%) Shares 99 (-26.7%) Est. Cost $55.82 Unrealized -12.8%
DTEC ALPS DISRUPTIVE TECHNOLOGIES 0.0%
Value ($000) $2 (-52.5%) Shares 41 (-50.0%) Est. Cost $51.13 Unrealized
PSTG PURE STORAGE INC - CLASS A 0.0%
Value ($000) $5 (-31.7%) Shares 70 (-14.6%) Est. Cost $58.07 Unrealized +43.9%
COFS CHOICEONE FINANCIAL SVCS INC 0.0%
Value ($000) $1,352 (-0.2%) Shares 45,787 (-2.1%) Est. Cost $27.65 Unrealized +6.2%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $15 (-12.5%) Shares 76 (-10.6%) Est. Cost $177.42 Unrealized +13.9%
CCRN CROSS COUNTRY HEALTHCARE INC 0.0%
Value ($000) $2 (-48.4%) Shares 283 (-9.6%) Est. Cost $13.21 Unrealized -17.3%
BBWI BATH AND BODY WORKS INC COMMON 0.0%
Value ($000) $4 (-38.0%) Shares 175 (-20.5%) Est. Cost $28.91 Unrealized -24.9%
VRT VERTIV HOLDINGS CO-A 0.0%
Value ($000) $34 (-5.8%) Shares 208 (-12.2%) Est. Cost $107.07 Unrealized +62.1%
CRAI CRA INTERNATIONAL INC 0.0%
Value ($000) $3 (-39.9%) Shares 15 (-37.5%) Est. Cost $191.12 Unrealized -1.6%
DCI DONALDSON CO INC 0.0%
Value ($000) $3 (-42.9%) Shares 29 (-47.3%) Est. Cost $74.82 Unrealized +15.5%
INMD INMODE LTD 0.0%
Value ($000) $2 (-46.2%) Shares 150 (-45.5%) Est. Cost $14.62 Unrealized +0.6%
DLB DOLBY LABORATORIES INC-CL A 0.0%
Value ($000) $5 (-29.2%) Shares 71 (-20.2%) Est. Cost $72.94 Unrealized -8.8%
MUR MURPHY OIL CORP 0.0%
Value ($000) $7 (-21.3%) Shares 209 (-28.4%) Est. Cost $24.52 Unrealized +20.7%
ADC AGREE REALTY CORP 0.0%
Value ($000) $82 (-2.0%) Shares 1,139 (-3.4%) Est. Cost $70.32 Unrealized
CNO CNO FINANCIAL GROUP INC 0.0%
Value ($000) $15 (-9.8%) Shares 352 (-16.0%) Est. Cost $37.91 Unrealized +7.1%
GLPI GAMING AND LEISURE PROPERTIE 0.0%
Value ($000) $3 (-33.5%) Shares 68 (-30.6%) Est. Cost $46.66 Unrealized
WINA WINMARK CORP 0.0%
Value ($000) $3 (-27.7%) Shares 8 (-11.1%) Est. Cost $429.37 Unrealized -0.4%
TEAM ATLASSIAN CORP-CL A 0.0%
Value ($000) $19 (-5.6%) Shares 119 (-7.0%) Est. Cost $179.46 Unrealized -12.6%
BRSL BRIGHTSTAR LOTTERY PLC 0.0%
Value ($000) $0 (-70.1%) Shares 31 (-66.7%) Est. Cost $15.35 Unrealized +5.3%
ESQ ESQUIRE FINANCIAL HOLDINGS I 0.0%
Value ($000) $2 (-31.4%) Shares 24 (-31.4%) Est. Cost $98.17 Unrealized +3.0%
OVV OVINTIV INC 0.0%
Value ($000) $2 (-30.0%) Shares 62 (-27.9%) Est. Cost $49.94 Unrealized -22.4%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $14 (-6.6%) Shares 1,099 (-11.1%) Est. Cost $21.06 Unrealized
HR HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $6 (-13.6%) Shares 365 (-8.1%) Est. Cost $17.37 Unrealized
SNAP SNAP INC - A 0.0%
Value ($000) $1 (-46.2%) Shares 130 (-48.6%) Est. Cost $8.30 Unrealized -4.7%
TRNO TERRENO REALTY CORP 0.0%
Value ($000) $4 (-15.5%) Shares 67 (-18.3%) Est. Cost $56.76 Unrealized
GLIBK GCI LIBERTY INC-CL C WI 0.0%
Value ($000) $11 (-5.4%) Shares 304 (-5.3%) Est. Cost $35.27 Unrealized -0.5%
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $5 (-10.1%) Shares 44 (-6.4%) Est. Cost $129.00 Unrealized
MRP MILLROSE PROPERTIES INC. COM CL 0.0%
Value ($000) $2 (-19.4%) Shares 68 (-9.3%) Est. Cost $26.65 Unrealized
PACS PACS GROUP INC 0.0%
Value ($000) $0 (-68.9%) Shares 5 (-88.9%) Est. Cost $11.73 Unrealized +87.0%
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $3 (-11.0%) Shares 95 (-5.0%) Est. Cost $30.92 Unrealized +20.5%
INFY INFOSYS LIMITED 0.0%
Value ($000) $167 (+0.1%) Shares 9,398 (-8.6%) Est. Cost $23.40 Unrealized
NLOP NET LEASE OFFICE PROPERT-W/I 0.0%
Value ($000) $0 (-36.8%) Shares 8 (-27.3%) Est. Cost $18.48 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $8 (+1.4%) Shares 70 (-13.6%) Est. Cost $102.45 Unrealized +1.0%
WDS WOODSIDE PETROLEUM-SP ADR 0.0%
Value ($000) $0 (-22.3%) Shares 21 (-25.0%) Est. Cost $16.15 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $0 (-51.4%) Shares 1 (-66.7%) Est. Cost $38.21 Unrealized +126.1%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $105 (-0.0%) Shares 4,401 (-5.4%) Est. Cost $19.52 Unrealized +13.6%

Unchanged Positions (503)

MSFT MICROSOFT CORP 4.9%
Value ($000) $901,022 Shares 1,863,079 Est. Cost $249.42 Unrealized +100.7%
AAPL APPLE INC 3.5%
Value ($000) $633,830 Shares 2,331,459 Est. Cost $150.02 Unrealized +78.9%
AMZN AMAZON.COM INC 2.8%
Value ($000) $517,774 Shares 2,243,192 Est. Cost $136.14 Unrealized +68.1%
CERT CERTARA INC 0.2%
Value ($000) $33,161 Shares 3,764,034 Est. Cost $11.94 Unrealized -13.7%
ANET ARISTA NETWORKS INC 0.4%
Value ($000) $72,095 Shares 550,220 Est. Cost $102.77 Unrealized +33.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $78,002 Shares 376,910 Est. Cost $106.12 Unrealized +85.6%
CCC CCC INTELLIGENT SOLUTIONS HO 0.3%
Value ($000) $52,038 Shares 6,545,624 Est. Cost $9.72 Unrealized -16.3%
AZO AUTOZONE INC 0.1%
Value ($000) $26,399 Shares 7,784 Est. Cost $1037.79 Unrealized +264.0%
INTA INTAPP INC 0.3%
Value ($000) $50,804 Shares 1,108,767 Est. Cost $43.22 Unrealized -4.0%
ATNI ATN INTERNATIONAL INC 0.1%
Value ($000) $15,106 Shares 662,544 Est. Cost $41.82 Unrealized -56.2%
FCNCA FIRST CITIZENS BCSHS -CL A 0.1%
Value ($000) $22,874 Shares 10,658 Est. Cost $2028.97 Unrealized -7.2%
NCNO NCINO INC 0.3%
Value ($000) $45,976 Shares 1,793,139 Est. Cost $31.40 Unrealized -19.1%
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $8,874 Shares 141,628 Est. Cost $59.27 Unrealized +11.2%
WEST Westrock Coffee Co 0.0%
Value ($000) $7,638 Shares 1,876,688 Est. Cost $10.41 Unrealized -57.9%
CSL CARLISLE COS INC 0.3%
Value ($000) $47,784 Shares 149,390 Est. Cost $218.08 Unrealized +47.9%
PM PHILIP MORRIS INTERNATIONAL 0.4%
Value ($000) $72,066 Shares 449,289 Est. Cost $48.18 Unrealized +218.7%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $47,476 Shares 205,240 Est. Cost $67.99 Unrealized +234.3%
CBRE CBRE GROUP INC - A 0.5%
Value ($000) $95,403 Shares 593,339 Est. Cost $108.44 Unrealized +45.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $6,890 Shares 119,491 Est. Cost $20.84 Unrealized +184.9%
NHC NATIONAL HEALTHCARE CORP 0.0%
Value ($000) $5,970 Shares 43,546 Est. Cost $50.56 Unrealized +155.5%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $2,033 Shares 26,666 Est. Cost $59.15 Unrealized
CBT CABOT CORP 0.0%
Value ($000) $3,723 Shares 56,175 Est. Cost $28.47 Unrealized +132.8%
T AT&T INC 0.0%
Value ($000) $3,104 Shares 124,947 Est. Cost $17.01 Unrealized +48.7%
AOS SMITH (A.O.) CORP 0.0%
Value ($000) $3,993 Shares 59,698 Est. Cost $42.23 Unrealized +59.7%
PCVX VAXCYTE INC 0.0%
Value ($000) $1,755 Shares 38,033 Est. Cost $25.16 Unrealized +77.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $2,780 Shares 52,607 Est. Cost $22.01 Unrealized +152.2%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $2,870 Shares 11,617 Est. Cost $167.15 Unrealized +50.6%
OBT ORANGE COUNTY BANCORP INC 0.0%
Value ($000) $2,409 Shares 84,374 Est. Cost $24.41 Unrealized +7.6%
KEX KIRBY CORP 0.0%
Value ($000) $1,102 Shares 10,000 Est. Cost $104.91 Unrealized -3.1%
RTO RENTOKIL INITIAL PLC-SP ADR 0.0%
Value ($000) $1,859 Shares 63,091 Est. Cost $24.06 Unrealized
EQT EQT CORP 0.1%
Value ($000) $21,677 Shares 404,424 Est. Cost $52.61 Unrealized +6.7%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $547 Shares 24,370 Est. Cost $20.55 Unrealized
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC 0.1%
Value ($000) $10,420 Shares 17,272 Est. Cost $279.58 Unrealized
SHEL SHELL PLC-ADR 0.0%
Value ($000) $6,730 Shares 91,584 Est. Cost $57.53 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $13,545 Shares 141,008 Est. Cost $79.44 Unrealized +22.3%
FTDR FRONTDOOR INC 0.0%
Value ($000) $1,216 Shares 21,071 Est. Cost $55.84 Unrealized +5.3%
VST VISTRA CORP 0.0%
Value ($000) $715 Shares 4,435 Est. Cost $109.37 Unrealized +66.3%
BETZ ROUNDHILL SPORTS BET & IGAM 0.0%
Value ($000) $1,007 Shares 48,000 Est. Cost $23.75 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $950 Shares 5,628 Est. Cost $145.58 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $13,147 Shares 86,259 Est. Cost $113.18 Unrealized +33.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $6,725 Shares 13,784 Est. Cost $345.19 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $5,261 Shares 70,102 Est. Cost $66.95 Unrealized
TCRX TSCAN THERAPEUTICS INC 0.0%
Value ($000) $143 Shares 143,051 Est. Cost $7.01 Unrealized -79.4%
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $9,684 Shares 221,912 Est. Cost $21.48 Unrealized +91.7%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $614 Shares 5,039 Est. Cost $81.26 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $818 Shares 11,390 Est. Cost $33.74 Unrealized +116.3%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $781 Shares 10,340 Est. Cost $60.84 Unrealized +15.6%
CLVT CLARIVATE PLC 0.0%
Value ($000) $611 Shares 182,955 Est. Cost $13.23 Unrealized -73.1%
SPYX SPDR S&P 500 FOSSIL FUEL RES 0.0%
Value ($000) $3,702 Shares 65,877 Est. Cost $54.85 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $906 Shares 2,517 Est. Cost $206.27 Unrealized
BXMT BLACKSTONE MORTGAGE TRU-CL A 0.0%
Value ($000) $2,182 Shares 114,050 Est. Cost $31.24 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $904 Shares 9,122 Est. Cost $83.53 Unrealized +23.9%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $851 Shares 43,618 Est. Cost $7.56 Unrealized +159.0%
NEOG NEOGEN CORP 0.0%
Value ($000) $384 Shares 55,000 Est. Cost $8.25 Unrealized -23.8%
SGOL ABRDN PHYSICAL GOLD SHARES 0.0%
Value ($000) $677 Shares 16,468 Est. Cost $36.81 Unrealized
KNF KNIFE RIVER CORP-W/I 0.0%
Value ($000) $749 Shares 10,645 Est. Cost $44.43 Unrealized +58.1%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $3,136 Shares 9,963 Est. Cost $222.29 Unrealized
INDB INDEPENDENT BANK CORP/MA 0.0%
Value ($000) $1,125 Shares 15,389 Est. Cost $46.89 Unrealized +50.4%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $842 Shares 22,000 Est. Cost $41.14 Unrealized
IVE ISHARES S&P 500/BARRA VALUE 0.0%
Value ($000) $2,348 Shares 11,074 Est. Cost $162.90 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $921 Shares 17,260 Est. Cost $41.47 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $537 Shares 6,257 Est. Cost $39.82 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH 0.0%
Value ($000) $2,912 Shares 41,942 Est. Cost $59.92 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $1,527 Shares 55,562 Est. Cost $23.16 Unrealized +16.2%
LINE LINEAGE INC 0.0%
Value ($000) $525 Shares 15,000 Est. Cost $58.57 Unrealized
FWONK LIBERTY MEDIA CORP-LIB-NEW-C 0.0%
Value ($000) $944 Shares 9,583 Est. Cost $62.30 Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $266 Shares 18,979 Est. Cost $8.06 Unrealized +56.7%
DFUS DIMENSIONAL US EQ MKT ETF 0.0%
Value ($000) $2,215 Shares 29,864 Est. Cost $60.48 Unrealized
RNR RENAISSANCERE HOLDINGS LTD 0.0%
Value ($000) $561 Shares 1,995 Est. Cost $210.85 Unrealized +24.8%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $5,781 Shares 107,531 Est. Cost $41.53 Unrealized
MATW MATTHEWS INTL CORP-CLASS A 0.0%
Value ($000) $712 Shares 27,259 Est. Cost $28.35 Unrealized -14.8%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $2,711 Shares 27,240 Est. Cost $88.30 Unrealized
CXT CRANE HOLDINGS CO 0.0%
Value ($000) $117 Shares 2,492 Est. Cost $32.00 Unrealized +84.3%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $2,430 Shares 6,282 Est. Cost $325.66 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $749 Shares 6,262 Est. Cost $71.25 Unrealized +60.4%
HOFT HOOKER FURNITURE CORP 0.0%
Value ($000) $431 Shares 38,204 Est. Cost $29.91 Unrealized -66.4%
FNDB SCHWAB FUNDAMENTAL BROAD MKT 0.0%
Value ($000) $1,360 Shares 51,171 Est. Cost $31.22 Unrealized
HDSN HUDSON TECHNOLOGIES INC 0.0%
Value ($000) $91 Shares 13,263 Est. Cost $8.41 Unrealized -6.3%
CGGO CAPITAL GROUP GLOBAL GROWTH 0.0%
Value ($000) $2,748 Shares 79,321 Est. Cost $23.83 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VA 0.0%
Value ($000) $498 Shares 9,983 Est. Cost $39.36 Unrealized
AGI ALAMOS GOLD INC-CLASS A 0.0%
Value ($000) $382 Shares 9,901 Est. Cost $7.57 Unrealized +360.3%
WOR WORTHINGTON INDUSTRIES 0.0%
Value ($000) $517 Shares 10,022 Est. Cost $28.06 Unrealized +96.7%
WS WORTHINGTON STEEL INC-W/I 0.0%
Value ($000) $295 Shares 8,529 Est. Cost $27.30 Unrealized +20.4%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 7,800 Est. Cost $11.60 Unrealized -8.5%
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $867 Shares 18,614 Est. Cost $41.21 Unrealized
PFS PROVIDENT FINANCIAL SERVICES 0.0%
Value ($000) $1,191 Shares 60,320 Est. Cost $13.26 Unrealized +43.4%
BBCA JPMORGAN BETABUILDERS CANADA 0.0%
Value ($000) $546 Shares 5,872 Est. Cost $76.73 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWA 0.0%
Value ($000) $380 Shares 3,595 Est. Cost $85.27 Unrealized
SDY SPDR S&P DIVIDEND ETF ETF 0.0%
Value ($000) $5,200 Shares 37,364 Est. Cost $141.09 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $401 Shares 4,995 Est. Cost $64.11 Unrealized
JETS US GLOBAL JETS ETF 0.0%
Value ($000) $263 Shares 9,367 Est. Cost $21.01 Unrealized
UDN INVESCO DB US DOLLAR INDEX B 0.0%
Value ($000) $994 Shares 54,495 Est. Cost $18.91 Unrealized
SPTM SPDR PORT TTL STCK MRKT 0.0%
Value ($000) $1,392 Shares 16,869 Est. Cost $35.18 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $468 Shares 2,708 Est. Cost $55.88 Unrealized +235.4%
CEF SPROTT PHYSICAL GOLD AND SIL 0.0%
Value ($000) $155 Shares 3,390 Est. Cost $13.27 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $1,164 Shares 5,682 Est. Cost $197.01 Unrealized
PAGP PLAINS GP HOLDINGS LP-CL A 0.0%
Value ($000) $577 Shares 30,156 Est. Cost $19.20 Unrealized
HRB H&R BLOCK INC 0.0%
Value ($000) $182 Shares 4,180 Est. Cost $47.43 Unrealized -2.2%
ACU ACME UNITED CORP 0.0%
Value ($000) $1,345 Shares 33,370 Est. Cost $38.88 Unrealized -1.4%
IJS ISHARES S&P SMALL-CAP 600 VA 0.0%
Value ($000) $974 Shares 8,567 Est. Cost $93.50 Unrealized
GCOW PACER GLOBAL CASH COWS DIVID 0.0%
Value ($000) $690 Shares 16,740 Est. Cost $37.97 Unrealized
BITB BITWISE BITCOIN ETF 0.0%
Value ($000) $83 Shares 1,753 Est. Cost $62.22 Unrealized
VT VANGUARD TOT WORLD STK ETF 0.0%
Value ($000) $1,055 Shares 7,480 Est. Cost $124.73 Unrealized
WDIV SPDR S&P GLOBAL DIVIDEND ETF 0.0%
Value ($000) $659 Shares 8,740 Est. Cost $72.70 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $202 Shares 1,925 Est. Cost $109.85 Unrealized -1.3%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $202 Shares 1,400 Est. Cost $83.25 Unrealized
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value ($000) $300 Shares 16,011 Est. Cost $7.92 Unrealized +157.5%
RAL RALLIANT CORP 0.0%
Value ($000) $151 Shares 2,968 Est. Cost $46.25 Unrealized +1.3%
FHLC FIDELITY HEALTH CARE ETF 0.0%
Value ($000) $215 Shares 2,894 Est. Cost $64.31 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $146 Shares 45,000 Est. Cost $9.56 Unrealized -53.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $524 Shares 7,379 Est. Cost $58.33 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $83 Shares 1,607 Est. Cost $18.17 Unrealized +130.3%
GBTC GRAYSCALE BITCOIN TRUST BTC 0.0%
Value ($000) $66 Shares 971 Est. Cost $63.34 Unrealized
PPA INVESCO AEROSPACE & DEFENSE 0.0%
Value ($000) $1,591 Shares 10,155 Est. Cost $143.59 Unrealized
BBVA BANCO BILBAO VIZCAYA-SP ADR 0.0%
Value ($000) $112 Shares 4,784 Est. Cost $17.82 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $320 Shares 5,938 Est. Cost $41.08 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $1,043 Shares 22,461 Est. Cost $37.98 Unrealized
BCPC BALCHEM CORP 0.0%
Value ($000) $860 Shares 5,605 Est. Cost $128.47 Unrealized +18.1%
FCOM FIDELITY MSCI COMMUNICATION 0.0%
Value ($000) $583 Shares 7,956 Est. Cost $63.03 Unrealized
IWX ISHARES RUSSELL TOP 200 VALU 0.0%
Value ($000) $419 Shares 4,564 Est. Cost $65.10 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $881 Shares 19,350 Est. Cost $32.64 Unrealized
TCBK TRICO BANCSHARES 0.0%
Value ($000) $277 Shares 5,849 Est. Cost $35.88 Unrealized +27.9%
SCHV SCHWAB US LARGE-CAP VALUE 0.0%
Value ($000) $1,013 Shares 34,200 Est. Cost $29.07 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $161 Shares 558 Est. Cost $264.62 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $532 Shares 2,117 Est. Cost $154.53 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $1,860 Shares 19,529 Est. Cost $94.08 Unrealized
DFAS DIMENSIONAL US SMALL CAP ETF 0.0%
Value ($000) $763 Shares 10,955 Est. Cost $62.53 Unrealized
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $130 Shares 1,251 Est. Cost $62.79 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $779 Shares 14,217 Est. Cost $41.05 Unrealized
AVUV AVANTIS US SMALL CAP VALUE 0.0%
Value ($000) $512 Shares 5,019 Est. Cost $92.99 Unrealized
UP WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $7 Shares 10,358 Est. Cost $3.53 Unrealized -67.8%
CENTRAL SECURITIES CORP 0.0%
Value ($000) $931 Shares 18,353 Est. Cost $28.04 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILI 0.0%
Value ($000) $419 Shares 5,861 Est. Cost $74.13 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $129 Shares 2,494 Est. Cost $41.40 Unrealized +32.5%
URNJ SPROTT JR URANIUM MINERS ETF 0.0%
Value ($000) $72 Shares 2,860 Est. Cost $21.13 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $206 Shares 1,307 Est. Cost $123.32 Unrealized
GEL GENESIS ENERGY L.P. 0.0%
Value ($000) $156 Shares 10,000 Est. Cost $13.22 Unrealized
LQD ISHARES IBOXX INVESTMENT GRA 0.0%
Value ($000) $955 Shares 8,665 Est. Cost $109.81 Unrealized
III INFORMATION SERVICES GROUP 0.0%
Value ($000) $2,118 Shares 366,444 Est. Cost $3.53 Unrealized +58.3%
ITB ISHARES DJ US HOME CONSTRUCT 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $76.50 Unrealized
MUB ISHARES NATIONAL MUNI BOND E 0.0%
Value ($000) $1,082 Shares 10,098 Est. Cost $107.00 Unrealized
FTEC FIDELITY MSCI INFO TECH ETF 0.0%
Value ($000) $887 Shares 3,948 Est. Cost $192.76 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $116 Shares 3,166 Est. Cost $28.15 Unrealized
ORA ORMAT TECHNOLOGIES INC 0.0%
Value ($000) $74 Shares 667 Est. Cost $74.52 Unrealized +46.7%
IUSG ISHARES RUSSELL 3000 GROWTH 0.0%
Value ($000) $461 Shares 2,745 Est. Cost $85.58 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $18 Shares 999 Est. Cost $19.94 Unrealized +0.8%
OLLI OLLIE'S BARGAIN OUTLET HOLDI 0.0%
Value ($000) $54 Shares 490 Est. Cost $102.05 Unrealized +18.2%
ACWV ISHARES MSCI GLOBAL MIN VOL 0.0%
Value ($000) $934 Shares 7,868 Est. Cost $114.53 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $438 Shares 7,209 Est. Cost $46.26 Unrealized
FDM FIRST TRUST DOW J SELECT MIC 0.0%
Value ($000) $187 Shares 2,350 Est. Cost $64.10 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value ($000) $561 Shares 7,491 Est. Cost $62.77 Unrealized
ETH GRAYSCALE ETHEREUM MINI TRUS ETF 0.0%
Value ($000) $23 Shares 804 Est. Cost $31.49 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $28 Shares 400 Est. Cost $24.48 Unrealized +134.2%
UBSI UNITED BANKSHARES INC W VA 0.0%
Value ($000) $281 Shares 7,316 Est. Cost $34.55 Unrealized +7.8%
NBOS NEUBERGER BERMAN OPT STR ETF 0.0%
Value ($000) $574 Shares 21,066 Est. Cost $26.35 Unrealized
KMTS KESTRA MEDICAL TECHNOLOGIES 0.0%
Value ($000) $82 Shares 3,104 Est. Cost $21.17 Unrealized +21.6%
LBRDA LIBERTY BROADBAND-A 0.0%
Value ($000) $27 Shares 567 Est. Cost $93.90 Unrealized -44.8%
URNM SPROTT URANIUM MINERS ETF 0.0%
Value ($000) $83 Shares 1,520 Est. Cost $31.37 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $249 Shares 2,176 Est. Cost $43.89 Unrealized
EMQQ EMG MKT INTERNET ETF-USA INC 0.0%
Value ($000) $55 Shares 1,362 Est. Cost $39.21 Unrealized
USMV ISHARES EDGE MSCI MIN VOL US 0.0%
Value ($000) $761 Shares 8,087 Est. Cost $69.05 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $250 Shares 5,766 Est. Cost $36.60 Unrealized
TOST TOAST INC-CLASS A 0.0%
Value ($000) $278 Shares 7,820 Est. Cost $17.06 Unrealized +111.3%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $228 Shares 3,563 Est. Cost $52.23 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $332 Shares 2,349 Est. Cost $119.55 Unrealized
BATRA ATLANTA BRAVES HOLDINGS IN-A 0.0%
Value ($000) $100 Shares 2,360 Est. Cost $43.95 Unrealized -2.2%
HEFA ISHA CURR HEDGED MSCI EAFE 0.0%
Value ($000) $166 Shares 4,010 Est. Cost $33.74 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $259 Shares 5,505 Est. Cost $39.11 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 4,000 Est. Cost $1.56 Unrealized +426.8%
CELH CELSIUS HOLDINGS INC 0.0%
Value ($000) $25 Shares 549 Est. Cost $51.06 Unrealized -1.3%
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $286 Shares 4,811 Est. Cost $51.49 Unrealized
BBEU JPMORGAN BETABUILDERS EUROPE 0.0%
Value ($000) $126 Shares 1,720 Est. Cost $59.48 Unrealized
FIRST TRUST ENHAN EQTY INC 0.0%
Value ($000) $278 Shares 12,626 Est. Cost $20.48 Unrealized
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $150 Shares 4,574 Est. Cost $26.20 Unrealized
AMH AMERICAN HOMES 4 RENT- A 0.0%
Value ($000) $168 Shares 5,247 Est. Cost $35.97 Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.0%
Value ($000) $93 Shares 677 Est. Cost $50.71 Unrealized +163.4%
AMTM AMENTUM HOLDINGS, INC. COM 0.0%
Value ($000) $35 Shares 1,208 Est. Cost $27.81 Unrealized -8.1%
IWY ISHARES RUSSELL TOP 200 GROW 0.0%
Value ($000) $497 Shares 1,795 Est. Cost $139.65 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $641 Shares 31,679 Est. Cost $16.55 Unrealized +19.6%
DBEF XTRACKERS MSCI EAFE HEDGED E 0.0%
Value ($000) $157 Shares 3,260 Est. Cost $34.90 Unrealized
BLACKROCK ENH GLBL DVD TR 0.0%
Value ($000) $444 Shares 37,955 Est. Cost $11.35 Unrealized
VBK VANGUARD SMALL-CAP GRWTH ETF 0.0%
Value ($000) $347 Shares 1,150 Est. Cost $234.70 Unrealized
FDUS FIDUS INVESTMENT CORP 0.0%
Value ($000) $103 Shares 5,337 Est. Cost $9.36 Unrealized +107.8%
IHI ISHARES U.S. MEDICAL DEVICES 0.0%
Value ($000) $154 Shares 2,473 Est. Cost $60.06 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $61 Shares 1,275 Est. Cost $28.28 Unrealized +59.4%
FWONA LIBERTY MEDIA CORP-LIB-NEW-A 0.0%
Value ($000) $76 Shares 846 Est. Cost $56.54 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $23 Shares 268 Est. Cost $66.25 Unrealized +20.7%
MTUM ISHARES MSCI USA MOMENTUM FA 0.0%
Value ($000) $200 Shares 799 Est. Cost $178.50 Unrealized
TME TENCENT MUSIC ENTERTAINM-ADR 0.0%
Value ($000) $15 Shares 836 Est. Cost $19.49 Unrealized
JMEE JPM SMA & MID CAP EN EQ ET-U 0.0%
Value ($000) $327 Shares 5,083 Est. Cost $59.99 Unrealized
BF/A BROWN-FORMAN CORP-CLASS A 0.0%
Value ($000) $212 Shares 8,040 Est. Cost $26.20 Unrealized +5.9%
LBTYK LIBERTY GLOBAL LTD-C 0.0%
Value ($000) $75 Shares 6,750 Est. Cost $9.07 Unrealized +22.6%
ONEQ FIDELITY NASDAQ COMP INDX TS 0.0%
Value ($000) $192 Shares 2,100 Est. Cost $88.34 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.0%
Value ($000) $67 Shares 2,205 Est. Cost $35.38 Unrealized -17.2%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $47 Shares 156 Est. Cost $223.96 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN 0.0%
Value ($000) $751 Shares 11,391 Est. Cost $60.38 Unrealized
BWEB BITWISE WEB3 ETF 0.0%
Value ($000) $31 Shares 443 Est. Cost $46.55 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $11 Shares 3,000 Est. Cost $6.68 Unrealized -40.3%
DOCS DOXIMITY INC-CLASS A 0.0%
Value ($000) $7 Shares 149 Est. Cost $50.24 Unrealized +11.7%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $464 Shares 1,438 Est. Cost $223.05 Unrealized
VCEL VERICEL CORP 0.0%
Value ($000) $33 Shares 910 Est. Cost $31.55 Unrealized +16.4%
CASH META FINANCIAL GROUP INC 0.0%
Value ($000) $97 Shares 1,372 Est. Cost $29.09 Unrealized +146.2%
TRI-CONTINENTAL CORP 0.0%
Value ($000) $100 Shares 3,057 Est. Cost $30.74 Unrealized
MGIC MAGIC SOFTWARE ENTERPRISES 0.0%
Value ($000) $19 Shares 750 Est. Cost $11.82 Unrealized +93.8%
ALAB ASTERA LABS INC 0.0%
Value ($000) $23 Shares 136 Est. Cost $54.20 Unrealized +208.7%
AIRR FIRST TRUST RBA AMERICAN IND 0.0%
Value ($000) $233 Shares 2,373 Est. Cost $81.40 Unrealized
BCI ABRDN BLOOMBERG ALL COMMODIT 0.0%
Value ($000) $37 Shares 1,900 Est. Cost $20.77 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $6.83 Unrealized +102.0%
TNL TRAVEL PLUS LEISURE CO COM STK 0.0%
Value ($000) $24 Shares 338 Est. Cost $40.77 Unrealized +59.7%
BLACKROCK MUNIHOLDINGS NJ QU 0.0%
Value ($000) $142 Shares 11,937 Est. Cost $11.63 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $37 Shares 570 Est. Cost $65.00 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE S 0.0%
Value ($000) $242 Shares 2,712 Est. Cost $70.84 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF CL ETF USD INC 0.0%
Value ($000) $787 Shares 7,097 Est. Cost $146.72 Unrealized
BLACKROCK CAPITAL ALLOC TR 0.0%
Value ($000) $78 Shares 5,500 Est. Cost $14.85 Unrealized
FNCL FIDELITY FINANCIALS ETF 0.0%
Value ($000) $192 Shares 2,467 Est. Cost $71.15 Unrealized
WEX WEX INC 0.0%
Value ($000) $60 Shares 402 Est. Cost $134.32 Unrealized +12.2%
BHE BENCHMARK ELECTRONICS-W/I 0.0%
Value ($000) $35 Shares 811 Est. Cost $27.86 Unrealized +54.9%
RIVN RIVIAN AUTOMOTIVE INC-A 0.0%
Value ($000) $13 Shares 675 Est. Cost $12.89 Unrealized +23.1%
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $162 Shares 1,340 Est. Cost $102.70 Unrealized
ARKW ARK NEXT GENERATION INTERNET 0.0%
Value ($000) $18 Shares 125 Est. Cost $94.67 Unrealized
WELLS FARGO & CO CONV PFD 7.50 PERCENTAGE 0.0%
Value ($000) $182 Shares 150 Est. Cost $1491.02 Unrealized
PRF INVESCO FTSE RAFI US 1000 ET 0.0%
Value ($000) $91 Shares 1,935 Est. Cost $58.72 Unrealized
GAL SPDR SSGA GLOBAL ALLOCATION 0.0%
Value ($000) $480 Shares 9,706 Est. Cost $47.00 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.0%
Value ($000) $1,077 Shares 11,192 Est. Cost $70.05 Unrealized
LION LIONSGATE STUDIOS CORP 0.0%
Value ($000) $13 Shares 1,380 Est. Cost $6.69 Unrealized +6.3%
DFAC DIMENSIONAL US CORE EQUITY 2 0.0%
Value ($000) $119 Shares 3,000 Est. Cost $32.99 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE 0.0%
Value ($000) $120 Shares 1,171 Est. Cost $68.31 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $19 Shares 133 Est. Cost $115.15 Unrealized +15.0%
RDVY FIRST TRUST RISING DIVIDEND 0.0%
Value ($000) $95 Shares 1,362 Est. Cost $67.26 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $94 Shares 1,397 Est. Cost $57.22 Unrealized
SFST SOUTHERN FIRST BANCSHARES 0.0%
Value ($000) $20 Shares 397 Est. Cost $13.49 Unrealized +255.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 0.0%
Value ($000) $82 Shares 170 Est. Cost $384.57 Unrealized
NAVI NAVIENT CORP 0.0%
Value ($000) $247 Shares 19,000 Est. Cost $17.17 Unrealized -27.5%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $18 Shares 201 Est. Cost $54.04 Unrealized +78.7%
IJK ISHARES S&P MID-CAP 400 GROW 0.0%
Value ($000) $276 Shares 2,844 Est. Cost $72.00 Unrealized
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $47 Shares 527 Est. Cost $80.11 Unrealized
XLC COMM SERV SELECT SECTOR SPDR 0.0%
Value ($000) $503 Shares 4,274 Est. Cost $81.55 Unrealized
COLL COLLEGIUM PHARMACEUTICAL INC 0.0%
Value ($000) $11 Shares 243 Est. Cost $34.76 Unrealized +20.4%
RDNT RADNET INC 0.0%
Value ($000) $39 Shares 550 Est. Cost $40.30 Unrealized +91.6%
EGP EASTGROUP PROPERTIES INC 0.0%
Value ($000) $53 Shares 300 Est. Cost $181.96 Unrealized
BYRN BYRNA TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 496 Est. Cost $24.43 Unrealized -20.3%
NXT NEXTRACKER INC-CL A 0.0%
Value ($000) $17 Shares 200 Est. Cost $60.72 Unrealized +49.3%
BXSL BLACKSTONE SECURED LENDING F 0.0%
Value ($000) $261 Shares 9,921 Est. Cost $28.09 Unrealized -7.1%
THORNBURG INCOME BUILDER OPP 0.0%
Value ($000) $242 Shares 12,023 Est. Cost $19.62 Unrealized
OUSA ALPS OSHARES US QUALITY DIVI 0.0%
Value ($000) $125 Shares 2,173 Est. Cost $41.93 Unrealized
ABRDN GLOBAL INFRASTRUCTURE 0.0%
Value ($000) $45 Shares 2,031 Est. Cost $20.78 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $8 Shares 202 Est. Cost $40.26 Unrealized
BANK OF AMERICA CORP 0.0%
Value ($000) $106 Shares 85 Est. Cost $1441.86 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $7 Shares 369 Est. Cost $24.83 Unrealized
MANU MANCHESTER UNITED PLC-CL A 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $16.74 Unrealized -3.5%
ITA ISHARES U.S. AEROSPACE & DEF 0.0%
Value ($000) $91 Shares 425 Est. Cost $109.03 Unrealized
BLACKROCK HEALTH SCIENCES 0.0%
Value ($000) $24 Shares 590 Est. Cost $40.46 Unrealized
FSTA FIDELITY CON STAPLES ETF 0.0%
Value ($000) $169 Shares 3,445 Est. Cost $51.15 Unrealized
VRP INVESCO VARIABLE RATE PREFER 0.0%
Value ($000) $147 Shares 6,038 Est. Cost $23.77 Unrealized
HAE HAEMONETICS CORP/MASS 0.0%
Value ($000) $6 Shares 70 Est. Cost $61.90 Unrealized +8.5%
DK DELEK US HOLDINGS INC 0.0%
Value ($000) $25 Shares 831 Est. Cost $25.83 Unrealized +37.8%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $2,045 Shares 9,777 Est. Cost $144.13 Unrealized
IYW ISHARES USTECHNOLOGY ETF 0.0%
Value ($000) $109 Shares 545 Est. Cost $125.91 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 970 Est. Cost $0.75 Unrealized +877.1%
ECG EVERUS CONSTRUCTION GROUP 0.0%
Value ($000) $932 Shares 10,897 Est. Cost $63.19 Unrealized +41.6%
VLUE ISHARES MSCI USA VALUE FACTO 0.0%
Value ($000) $24 Shares 175 Est. Cost $104.48 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $104 Shares 413 Est. Cost $227.10 Unrealized
TMFG MOTLEY FOOL GLOBAL OPP 0.0%
Value ($000) $258 Shares 8,564 Est. Cost $26.71 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BO 0.0%
Value ($000) $851 Shares 10,271 Est. Cost $82.13 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $12 Shares 148 Est. Cost $70.11 Unrealized +17.5%
GAME GAMESQUARE HOLDINGS INC 0.0%
Value ($000) $2 Shares 6,000 Est. Cost $0.81 Unrealized -29.0%
ESGU ISHARES TRUST ISHARES ESG AW 0.0%
Value ($000) $76 Shares 510 Est. Cost $100.85 Unrealized
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $16 Shares 370 Est. Cost $46.18 Unrealized -5.7%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $15 Shares 334 Est. Cost $36.52 Unrealized +15.6%
Z ZILLOW GROUP INC - C 0.0%
Value ($000) $13 Shares 193 Est. Cost $54.80 Unrealized +32.1%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $69 Shares 2,780 Est. Cost $24.70 Unrealized
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 81 Est. Cost $47.99 Unrealized +70.5%
NEU NEWMARKET CORP 0.0%
Value ($000) $8 Shares 11 Est. Cost $765.22 Unrealized -0.6%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.19 Unrealized +1.1%
SITC SITE CENTERS CORP 0.0%
Value ($000) $4 Shares 566 Est. Cost $11.31 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $14 Shares 1,425 Est. Cost $29.58 Unrealized -69.1%
KCE SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $73 Shares 488 Est. Cost $86.76 Unrealized
POCT INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $76 Shares 1,735 Est. Cost $37.49 Unrealized
IRMD IRADIMED CORP 0.0%
Value ($000) $5 Shares 54 Est. Cost $66.08 Unrealized +29.2%
DIVO AMPLIFY CWP ENHANCED DIVIDEN 0.0%
Value ($000) $862 Shares 19,362 Est. Cost $42.55 Unrealized
BANF BANCFIRST CORP 0.0%
Value ($000) $7 Shares 66 Est. Cost $128.09 Unrealized -12.1%
CSV CARRIAGE SERVICES INC 0.0%
Value ($000) $25 Shares 600 Est. Cost $15.84 Unrealized +173.0%
FDIS FIDELITY CON DISCRET ETF 0.0%
Value ($000) $188 Shares 1,839 Est. Cost $94.07 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL 0.0%
Value ($000) $11 Shares 482 Est. Cost $23.98 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value ($000) $7 Shares 85 Est. Cost $41.90 Unrealized +85.0%
VDC VANGUARD CONSUMER STAPLE ETF 0.0%
Value ($000) $105 Shares 497 Est. Cost $202.77 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $230 Shares 5,816 Est. Cost $38.36 Unrealized
NTNX NUTANIX INC - A 0.0%
Value ($000) $3 Shares 53 Est. Cost $71.98 Unrealized -15.1%
FLGB FRANKLIN FTSE UNITED KINGDOM 0.0%
Value ($000) $28 Shares 827 Est. Cost $30.63 Unrealized
HLNE HAMILTON LANE INC-CLASS A 0.0%
Value ($000) $370 Shares 2,758 Est. Cost $63.99 Unrealized +96.5%
IHDG WISDOMTREE INTERNATIONAL HED 0.0%
Value ($000) $22 Shares 456 Est. Cost $45.05 Unrealized
DUOL DUOLINGO 0.0%
Value ($000) $1 Shares 8 Est. Cost $438.78 Unrealized -46.3%
CAI CARIS LIFE SCIENCES INC 0.0%
Value ($000) $9 Shares 344 Est. Cost $31.89 Unrealized -11.7%
CALC CALCIMEDICA INC 0.0%
Value ($000) $2 Shares 308 Est. Cost $5.03 Unrealized -22.4%
NOBL PROSHARES S&P 500 DIVIDEND A 0.0%
Value ($000) $114 Shares 1,093 Est. Cost $91.18 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $19 Shares 158 Est. Cost $97.97 Unrealized +25.7%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $177 Shares 1,109 Est. Cost $67.70 Unrealized +131.9%
PRTA PROTHENA CORP PLC 0.0%
Value ($000) $48 Shares 5,000 Est. Cost $7.50 Unrealized +35.6%
SSRM SSR MINING INC 0.0%
Value ($000) $9 Shares 413 Est. Cost $16.92 Unrealized +31.5%
DGRW WISDOMTREE U.S. QUALITY DIVI 0.0%
Value ($000) $190 Shares 2,125 Est. Cost $80.79 Unrealized
NKTR NEKTAR THERAPEUTICS 0.0%
Value ($000) $3 Shares 66 Est. Cost $11.24 Unrealized +398.1%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $18 Shares 301 Est. Cost $52.47 Unrealized +12.4%
PENG PENGUIN SOLUTIONS INC 0.0%
Value ($000) $3 Shares 138 Est. Cost $24.46 Unrealized -12.4%
OMAB GRUPO AEROPORTUARIO CEN-ADR 0.0%
Value ($000) $20 Shares 185 Est. Cost $84.84 Unrealized
EELV INVESCO S&P EMERGING MARKETS 0.0%
Value ($000) $30 Shares 1,098 Est. Cost $26.12 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 V 0.0%
Value ($000) $34 Shares 348 Est. Cost $112.22 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $17 Shares 147 Est. Cost $69.48 Unrealized +51.4%
GME GAMESTOP CORP-CLASS A 0.0%
Value ($000) $2 Shares 120 Est. Cost $19.90 Unrealized +12.7%
SIXG DEFIANCE CONNECTIVE TECH ETF 0.0%
Value ($000) $26 Shares 400 Est. Cost $42.50 Unrealized
NLR VANECK URANI & NUCLR ETF-USD 0.0%
Value ($000) $9 Shares 75 Est. Cost $119.34 Unrealized
EVER EVERQUOTE INC - CLASS A 0.0%
Value ($000) $6 Shares 204 Est. Cost $23.69 Unrealized +2.3%
OZK BANK OZK 0.0%
Value ($000) $8 Shares 168 Est. Cost $50.09 Unrealized -7.6%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 132 Est. Cost $37.23 Unrealized -12.3%
SITM SITIME CORP 0.0%
Value ($000) $6 Shares 16 Est. Cost $180.72 Unrealized +73.2%
SEB SEABOARD CORP 0.0%
Value ($000) $4 Shares 1 Est. Cost $2636.66 Unrealized +50.0%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $22 Shares 345 Est. Cost $59.73 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $13 Shares 63 Est. Cost $210.78 Unrealized -1.3%
NTRA NATERA INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $155.83 Unrealized +33.9%
CE CELANESE CORP 0.0%
Value ($000) $156 Shares 3,686 Est. Cost $65.29 Unrealized -37.5%
HMY HARMONY GOLD MNG-SPON ADR 0.0%
Value ($000) $8 Shares 415 Est. Cost $13.97 Unrealized
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $27 Shares 5,577 Est. Cost $4.42 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $18 Shares 468 Est. Cost $44.76 Unrealized -12.1%
SNDX SYNDAX PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 128 Est. Cost $11.01 Unrealized +58.5%
CR CRANE CO 0.0%
Value ($000) $453 Shares 2,457 Est. Cost $75.98 Unrealized +144.0%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $3 Shares 171 Est. Cost $10.71 Unrealized +26.0%
CRS CARPENTER TECHNOLOGY 0.0%
Value ($000) $3 Shares 10 Est. Cost $217.46 Unrealized +38.2%
RMBS RAMBUS INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $53.58 Unrealized +83.6%
SCHL SCHOLASTIC CORP 0.0%
Value ($000) $9 Shares 300 Est. Cost $38.54 Unrealized -26.2%
CZFS CITIZENS FINANCIAL SERVICES 0.0%
Value ($000) $12 Shares 206 Est. Cost $61.96 Unrealized -8.8%
BLACKROCK ENHAN LRG CAP CORE 0.0%
Value ($000) $41 Shares 1,764 Est. Cost $21.35 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $39 Shares 290 Est. Cost $116.21 Unrealized
KEP KOREA ELEC POWER CORP-SP ADR 0.0%
Value ($000) $3 Shares 187 Est. Cost $13.05 Unrealized
IHAK ISHARES CYBERSECURITY & TECH 0.0%
Value ($000) $7 Shares 150 Est. Cost $52.33 Unrealized
XPEV XPENG INC - ADR 0.0%
Value ($000) $4 Shares 201 Est. Cost $17.88 Unrealized
CIB GRUPO CIBEST SA-ADR 0.0%
Value ($000) $3 Shares 54 Est. Cost $46.19 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $297.95 Unrealized +71.4%
NIO NIO INC - ADR 0.0%
Value ($000) $1 Shares 237 Est. Cost $16.43 Unrealized
FR FIRST INDUSTRIAL REALTY TR 0.0%
Value ($000) $6 Shares 99 Est. Cost $51.47 Unrealized
CCOI COGENT COMMUNICATIONS HOLDIN 0.0%
Value ($000) $1 Shares 34 Est. Cost $48.69 Unrealized -39.4%
VIGI VANGUARD INT DIV APP INDX FD 0.0%
Value ($000) $28 Shares 302 Est. Cost $89.57 Unrealized
INDI INDIE SEMICONDUCTOR INC-A 0.0%
Value ($000) $4 Shares 1,042 Est. Cost $2.52 Unrealized +74.2%
KNX KNIGHT-SWIFT TRANSPORTATION 0.0%
Value ($000) $2 Shares 43 Est. Cost $42.07 Unrealized +11.1%
ESLT ELBIT SYSTEMS LTD 0.0%
Value ($000) $5 Shares 8 Est. Cost $403.82 Unrealized +24.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH 0.0%
Value ($000) $31 Shares 717 Est. Cost $45.65 Unrealized
HOG HARLEY-DAVIDSON INC 0.0%
Value ($000) $1 Shares 69 Est. Cost $23.75 Unrealized +3.5%
U UNITY SOFTWARE INC 0.0%
Value ($000) $5 Shares 121 Est. Cost $22.00 Unrealized +85.2%
CALM CAL-MAINE FOODS INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $61.89 Unrealized +40.0%
IJT ISHARES S&P SMALL-CAP 600 GR 0.0%
Value ($000) $199 Shares 1,411 Est. Cost $130.73 Unrealized
EPR EPR PROPERTIES 0.0%
Value ($000) $3 Shares 59 Est. Cost $44.28 Unrealized
JBGS JBG SMITH PROPERTIES 0.0%
Value ($000) $1 Shares 88 Est. Cost $17.30 Unrealized
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $5 Shares 469 Est. Cost $9.19 Unrealized
PGNY PROGYNY INC 0.0%
Value ($000) $3 Shares 105 Est. Cost $22.73 Unrealized +1.2%
PSEP INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $25 Shares 566 Est. Cost $36.50 Unrealized
BILI BILIBILI INC-SPONSORED ADR 0.0%
Value ($000) $3 Shares 122 Est. Cost $21.45 Unrealized
CRI CARTER'S INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.29 Unrealized +9.8%
CEVA CEVA INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $22.22 Unrealized +10.5%
AROC ARCHROCK INC 0.0%
Value ($000) $36 Shares 1,400 Est. Cost $19.23 Unrealized +28.0%
LBTYA LIBERTY GLOBAL LTD-A 0.0%
Value ($000) $14 Shares 1,250 Est. Cost $8.35 Unrealized +32.6%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $11 Shares 197 Est. Cost $55.68 Unrealized
CNX CNX RESOURCES CORP 0.0%
Value ($000) $3 Shares 84 Est. Cost $30.64 Unrealized +16.9%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $37 Shares 745 Est. Cost $46.14 Unrealized +0.2%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $33.99 Unrealized +12.6%
MUSA MURPHY USA INC 0.0%
Value ($000) $10 Shares 25 Est. Cost $402.14 Unrealized -4.7%
CPK CHESAPEAKE UTILITIES CORP 0.0%
Value ($000) $5 Shares 38 Est. Cost $122.99 Unrealized +6.8%
INGR INGREDION INCORPORATED 0.0%
Value ($000) $3 Shares 31 Est. Cost $131.05 Unrealized -13.9%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $49.04 Unrealized +19.8%
EFAV ISHARES MSCI EAFE MIN VOL FA 0.0%
Value ($000) $22 Shares 252 Est. Cost $70.46 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $14 Shares 321 Est. Cost $36.44 Unrealized +19.9%
TXNM PNM RESOURCES INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $42.23 Unrealized +36.7%
CART MAPLEBEAR INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $43.48 Unrealized -5.9%
CWEN CLEARWAY ENERGY INC-C 0.0%
Value ($000) $2 Shares 68 Est. Cost $28.79 Unrealized +14.7%
QUS SPDR MSCI USA STRATEGICFACTO 0.0%
Value ($000) $20 Shares 114 Est. Cost $154.85 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $3 Shares 192 Est. Cost $13.37 Unrealized +13.8%
ESTC ELASTIC NV 0.0%
Value ($000) $3 Shares 35 Est. Cost $102.71 Unrealized -20.6%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.51 Unrealized -46.0%
LILAK LIBERTY LATIN AMERIC-CL C 0.0%
Value ($000) $2 Shares 316 Est. Cost $17.27 Unrealized -52.4%
YOU CLEAR SECURE INC -CLASS A 0.0%
Value ($000) $6 Shares 180 Est. Cost $32.95 Unrealized +3.1%
UMBF UMB FINANCIAL CORP 0.0%
Value ($000) $10 Shares 90 Est. Cost $99.71 Unrealized +13.6%
TBT PROSHARES ULTRASHORT 20 PLUS Y TR 0.0%
Value ($000) $9 Shares 256 Est. Cost $33.78 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $2 Shares 17 Est. Cost $159.72 Unrealized -10.3%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $10 Shares 166 Est. Cost $52.10 Unrealized
ZG ZILLOW GROUP INC - A 0.0%
Value ($000) $3 Shares 47 Est. Cost $66.24 Unrealized +6.2%
VYX NCR VOYIX CORP 0.0%
Value ($000) $1 Shares 124 Est. Cost $10.11 Unrealized +7.5%
FXL FIRST TRUST TECHNOLOGY ALPHA 0.0%
Value ($000) $168 Shares 1,000 Est. Cost $118.77 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $2 Shares 18 Est. Cost $109.39 Unrealized -19.1%
STRZ STARZ ENTERTAINMENT CORP 0.0%
Value ($000) $1 Shares 91 Est. Cost $15.84 Unrealized -27.6%
SHC SOTERA HEALTH CO 0.0%
Value ($000) $3 Shares 144 Est. Cost $11.71 Unrealized +41.2%
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $1 Shares 76 Est. Cost $20.39 Unrealized -17.3%
TFX TELEFLEX INC 0.0%
Value ($000) $102 Shares 838 Est. Cost $101.98 Unrealized +18.7%
CNK CINEMARK HOLDINGS INC 0.0%
Value ($000) $1 Shares 56 Est. Cost $30.00 Unrealized -12.6%
PATK PATRICK INDUSTRIES INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $104.44 Unrealized +0.2%
VMI VALMONT INDUSTRIES 0.0%
Value ($000) $7 Shares 18 Est. Cost $363.72 Unrealized +11.9%
BBAX JPMORGAN BETABUILDERS DEVELO 0.0%
Value ($000) $369 Shares 6,548 Est. Cost $53.08 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $7 Shares 177 Est. Cost $36.28 Unrealized
AOM ISHARES CORE 40/60 MODERATE 0.0%
Value ($000) $79 Shares 1,645 Est. Cost $46.04 Unrealized
NSSC NAPCO SECURITY TECHNOLOGIES 0.0%
Value ($000) $8 Shares 195 Est. Cost $34.48 Unrealized +21.7%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $252.23 Unrealized +7.6%
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.51 Unrealized +26.7%
GNTX GENTEX CORP 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.86 Unrealized +10.3%
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $2 Shares 180 Est. Cost $10.59 Unrealized -25.6%
NUVEEN NY AMT-FR MUNI INC 0.0%
Value ($000) $21 Shares 2,100 Est. Cost $10.78 Unrealized
EMLP FIRST TRUST NORTH AMERICAN E 0.0%
Value ($000) $21 Shares 545 Est. Cost $37.51 Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $4 Shares 43 Est. Cost $77.80 Unrealized +10.9%
PI IMPINJ INC 0.0%
Value ($000) $6 Shares 33 Est. Cost $99.39 Unrealized +79.2%
SYNA SYNAPTICS INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $75.73 Unrealized -7.3%
GNLX GENELUX CORP 0.0%
Value ($000) $6 Shares 1,350 Est. Cost $15.33 Unrealized -64.8%
LAES SEALSQ CORP 0.0%
Value ($000) $20 Shares 5,361 Est. Cost $3.74 Unrealized +36.4%
NE/WS NOBLE CORP PLC-28 0.0%
Value ($000) $1 Shares 77 Est. Cost $24.16 Unrealized
UPWK UPWORK INC 0.0%
Value ($000) $3 Shares 169 Est. Cost $14.36 Unrealized +27.8%
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $12 Shares 157 Est. Cost $51.85 Unrealized +38.8%
BRX BRIXMOR PROPERTY GROUP INC 0.0%
Value ($000) $4 Shares 142 Est. Cost $26.04 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $5 Shares 102 Est. Cost $45.56 Unrealized +0.6%
SLM SLM CORP 0.0%
Value ($000) $9 Shares 326 Est. Cost $29.25 Unrealized -6.2%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $419 Shares 3,328 Est. Cost $122.60 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $43 Shares 2,500 Est. Cost $14.60 Unrealized +21.0%
PJUN INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $11 Shares 272 Est. Cost $34.52 Unrealized
JPME JPM DIVER RET US MC EQUITY 0.0%
Value ($000) $99 Shares 915 Est. Cost $103.70 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $8 Shares 104 Est. Cost $65.62 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $4 Shares 92 Est. Cost $42.22 Unrealized
NNN NNN REIT INC 0.0%
Value ($000) $3 Shares 66 Est. Cost $42.60 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCO 0.0%
Value ($000) $79 Shares 1,373 Est. Cost $57.01 Unrealized
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $1 Shares 20 Est. Cost $34.65 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $3 Shares 27 Est. Cost $92.32 Unrealized +20.6%
MTRN MATERION CORP 0.0%
Value ($000) $7 Shares 53 Est. Cost $105.00 Unrealized +17.4%
IDA IDACORP INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $115.85 Unrealized +12.3%
PAG PENSKE AUTOMOTIVE GROUP INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $160.39 Unrealized +2.5%
SKYY FIRST TRUST CLOUD COMPUTING 0.0%
Value ($000) $5 Shares 39 Est. Cost $120.71 Unrealized
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.00 Unrealized +9.7%
EVLN EATON VANCE FLOATING-RATE 0.0%
Value ($000) $39 Shares 791 Est. Cost $49.86 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $102.51 Unrealized -0.9%
SPYV SPDR PORT S&P 500 VALUE 0.0%
Value ($000) $5 Shares 95 Est. Cost $51.14 Unrealized
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $78.23 Unrealized
SXI STANDEX INTERNATIONAL CORP 0.0%
Value ($000) $6 Shares 26 Est. Cost $188.89 Unrealized +22.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $73 Shares 1,547 Est. Cost $46.49 Unrealized
IUSB ISHARES CORE TOTAL BOND ETF 0.0%
Value ($000) $37 Shares 797 Est. Cost $44.13 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $19 Shares 64 Est. Cost $216.69 Unrealized
XLP CONSUMER STAPLES SPDR 0.0%
Value ($000) $15 Shares 192 Est. Cost $80.21 Unrealized
POWL POWELL INDUSTRIES INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $180.41 Unrealized +86.5%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $129.23 Unrealized +37.1%
LRGF ISHARES US EQUITY FACTOR ETF 0.0%
Value ($000) $24 Shares 342 Est. Cost $60.35 Unrealized
IBOC INTERNATIONAL BANCSHARES CRP 0.0%
Value ($000) $3 Shares 51 Est. Cost $61.16 Unrealized +9.6%
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.95 Unrealized -0.6%
EMBC EMBECTA CORP-W/I 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.87 Unrealized -26.9%
IESC IES HOLDINGS INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $235.67 Unrealized +70.5%
RUSHB RUSH ENTERPRISES INC - CL B 0.0%
Value ($000) $5 Shares 90 Est. Cost $53.99 Unrealized +1.0%
NBTB N B T BANCORP INC 0.0%
Value ($000) $17 Shares 406 Est. Cost $23.27 Unrealized +78.7%
ARMK ARAMARK 0.0%
Value ($000) $2 Shares 63 Est. Cost $36.75 Unrealized +3.2%
AVNT AVIENT CORP 0.0%
Value ($000) $2 Shares 56 Est. Cost $33.82 Unrealized -9.2%
VIV TELEFONICA BRASIL-ADR 0.0%
Value ($000) $1 Shares 108 Est. Cost $11.40 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $5 Shares 180 Est. Cost $33.64 Unrealized
UTMD UTAH MEDICAL PRODUCTS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.39 Unrealized +6.6%
TV GRUPO TELEVISA SA-SPON ADR 0.0%
Value ($000) $1 Shares 414 Est. Cost $2.69 Unrealized
ENIC ENEL CHILE SA-ADR 0.0%
Value ($000) $3 Shares 692 Est. Cost $3.63 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $5 Shares 58 Est. Cost $81.72 Unrealized -2.2%
ENSG ENSIGN GROUP INC/THE 0.0%
Value ($000) $11 Shares 62 Est. Cost $159.32 Unrealized +12.7%
PCTY PAYLOCITY HOLDING CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $187.71 Unrealized -20.7%
GPMT GRANITE POINT MORTGAGE TRUST 0.0%
Value ($000) $0 Shares 142 Est. Cost $3.17 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN 0.0%
Value ($000) $5 Shares 76 Est. Cost $47.68 Unrealized
THG HANOVER INSURANCE GROUP INC/ 0.0%
Value ($000) $13 Shares 72 Est. Cost $167.98 Unrealized +6.6%
FELC FIDELITY ENHAN LRG CAP COR 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.19 Unrealized
GLIBA GCI LIBERTY INC-CL A WI 0.0%
Value ($000) $4 Shares 112 Est. Cost $35.52 Unrealized -1.2%
NE/WS/A NOBLE CORP PLC-28 0.0%
Value ($000) $1 Shares 77 Est. Cost $21.97 Unrealized
HWC HANCOCK WHITNEY CORP 0.0%
Value ($000) $5 Shares 71 Est. Cost $53.22 Unrealized +14.1%
NHI NATL HEALTH INVESTORS INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $70.13 Unrealized
NATL NCR ATLEOS CORP 0.0%
Value ($000) $2 Shares 62 Est. Cost $26.97 Unrealized +39.1%
UHAL U-HAUL HOLDING CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $62.55 Unrealized -14.9%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $5 Shares 62 Est. Cost $76.31 Unrealized +5.1%
VAL VALARIS LTD 0.0%
Value ($000) $2 Shares 43 Est. Cost $37.62 Unrealized +42.7%
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value ($000) $21 Shares 619 Est. Cost $32.15 Unrealized
EEMV ISHARES MSCI EMG MKT MIN VOL 0.0%
Value ($000) $20 Shares 309 Est. Cost $55.40 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $77.31 Unrealized +8.9%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 263 Est. Cost $13.19 Unrealized +111.3%
IBTG ISHARES IBONDS DEC 2026 TERM 0.0%
Value ($000) $18 Shares 800 Est. Cost $22.81 Unrealized
TEVA TEVA PHARMACEUTICAL-SP ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.42 Unrealized
GHYB GOLDMAN SACHS ACCESS HY CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.37 Unrealized
SMOT VANECK MORNINGSTAR SMID MOAT 0.0%
Value ($000) $15 Shares 412 Est. Cost $36.08 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $3 Shares 280 Est. Cost $39.59 Unrealized -75.5%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 219 Est. Cost $9.31 Unrealized -22.4%
VWOB VANGUARD EMERG MKTS GOV BND 0.0%
Value ($000) $6 Shares 85 Est. Cost $66.36 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $36.26 Unrealized -1.9%
R RYDER SYSTEM INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $146.96 Unrealized +22.3%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 34 Est. Cost $21.00 Unrealized -34.5%
WOLF WOLFSPEED INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.35 Unrealized -9.5%
FIG FIGMA INC-CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $68.66 Unrealized -34.2%
FENY FIDELITY MSCI ENERGY ETF 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.55 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 219 Est. Cost $23.24 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID C 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.67 Unrealized
QUIK QUICKLOGIC CORP 0.0%
Value ($000) $2 Shares 311 Est. Cost $5.49 Unrealized +17.9%
SPSM SPDR PORTFOLIO S&P 600 SMALL 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.53 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $49.00 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $28 Shares 246 Est. Cost $96.83 Unrealized
MRAM EVERSPIN TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 304 Est. Cost $5.65 Unrealized +68.3%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.87 Unrealized -10.6%
SCHO SCHWAB SHORT-TERM US TREAS 0.0%
Value ($000) $5 Shares 186 Est. Cost $24.48 Unrealized
DES WISDOMTREE US SMALLCAP DIVID 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.68 Unrealized
HEI HEICO CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $318.25 Unrealized -0.7%
BLACKROCK MUNIHOLDINGS FUND 0.0%
Value ($000) $5 Shares 437 Est. Cost $11.74 Unrealized
BCO BRINK'S CO/THE 0.0%
Value ($000) $3 Shares 29 Est. Cost $70.22 Unrealized +62.4%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $177.56 Unrealized -5.0%
DHC DIVERSIFIED HEALTHCARE TRUST 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
EDIV SPDR S&P EMERGING MARKETS DI 0.0%
Value ($000) $0 Shares 8 Est. Cost $35.28 Unrealized
XTIA XTI AEROSPACE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.91 Unrealized -70.1%
SPIB SPDR PORT INT CORP BOND ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $32.83 Unrealized