Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 27, 2025

Total Value ($000): $1,453,770 (100.0% shares, 0.0% debt)

Holdings (629)

IWF ISHARES RUSSELL 1000 GROWTH 9.8%
Value ($000) $142,949 Shares 355,968 Est. Cost $150.79 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 9.7%
Value ($000) $141,472 Shares 764,174 Est. Cost $136.31 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 8.6%
Value ($000) $125,328 Shares 1,742,850 Est. Cost $73.52 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.1%
Value ($000) $103,112 Shares 894,910 Est. Cost $104.62 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 6.8%
Value ($000) $98,400 Shares 1,113,122 Est. Cost $68.77 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 6.2%
Value ($000) $89,988 Shares 1,881,799 Est. Cost $46.00 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 3.9%
Value ($000) $56,812 Shares 728,273 Est. Cost $77.63 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $52,071 Shares 207,934 Est. Cost $91.60 Unrealized +156.0%
JPM JP MORGAN CHASE & CO 3.3%
Value ($000) $47,933 Shares 199,962 Est. Cost $81.58 Unrealized +179.5%
JEPI JPMORGAN EQUITY PREMIUM INCOME 2.5%
Value ($000) $37,062 Shares 644,221 Est. Cost $55.51 Unrealized
WMT WALMART INC 2.5%
Value ($000) $36,580 Shares 404,873 Est. Cost $51.81 Unrealized +65.6%
VGIT VANGUARD INTER-TRM TREAS INDEX 2.4%
Value ($000) $34,428 Shares 593,592 Est. Cost $59.27 Unrealized
GOOG ALPHABET INC 2.4%
Value ($000) $34,182 Shares 179,492 Est. Cost $108.05 Unrealized +62.6%
GLD SPDR GOLD SHARES (MKT) 2.2%
Value ($000) $31,713 Shares 130,977 Est. Cost $186.38 Unrealized
OEF ISHARES S&P 100 (MKT) 2.1%
Value ($000) $31,125 Shares 107,755 Est. Cost $114.29 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 2.1%
Value ($000) $30,384 Shares 212,582 Est. Cost $165.82 Unrealized +6.7%
XOP SPDR S&P OIL & GAS EXPLOR & 1.8%
Value ($000) $25,588 Shares 193,306 Est. Cost $128.92 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.7%
Value ($000) $24,210 Shares 104,120 Est. Cost $62.38 Unrealized
IYH ISHARES US HEALTHCARE (MKT) 1.5%
Value ($000) $22,133 Shares 379,835 Est. Cost $86.23 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $19,969 Shares 47,375 Est. Cost $87.94 Unrealized +380.3%
SPY SPDR S&P 500 (MKT) 1.3%
Value ($000) $18,201 Shares 31,055 Est. Cost $291.94 Unrealized
CMA COMERICA INC 1.1%
Value ($000) $15,324 Shares 247,766 Est. Cost $41.40 Unrealized +49.1%
GD GENERAL DYNAMICS CORP 1.0%
Value ($000) $14,665 Shares 55,657 Est. Cost $213.90 Unrealized +31.8%
NVDA NVIDIA CORP 0.7%
Value ($000) $10,207 Shares 76,004 Est. Cost $93.50 Unrealized +47.4%
VLO VALERO ENERGY CORP NEW 0.7%
Value ($000) $10,020 Shares 81,738 Est. Cost $122.19 Unrealized +5.7%
SHV ISHARES SHORT TREASURY BOND ETF 0.4%
Value ($000) $5,546 Shares 50,369 Est. Cost $110.41 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $5,156 Shares 23,502 Est. Cost $127.64 Unrealized +60.3%
KO COCA COLA CO 0.3%
Value ($000) $4,994 Shares 80,212 Est. Cost $42.05 Unrealized +50.0%
GOOGL ALPHABET INC 0.3%
Value ($000) $4,482 Shares 23,677 Est. Cost $116.92 Unrealized +48.9%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $4,272 Shares 9,424 Est. Cost $234.07 Unrealized +97.3%
IVV ISHARES CORE S&P 500 (MKT) 0.3%
Value ($000) $3,662 Shares 6,220 Est. Cost $341.16 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $3,514 Shares 31,512 Est. Cost $98.72 Unrealized +8.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $3,509 Shares 32,622 Est. Cost $61.61 Unrealized +82.4%
AVGO BROADCOM INC 0.2%
Value ($000) $3,093 Shares 13,342 Est. Cost $147.19 Unrealized +24.2%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.2%
Value ($000) $3,049 Shares 48,928 Est. Cost $78.98 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $3,005 Shares 3,892 Est. Cost $190.80 Unrealized +330.4%
V VISA INC 0.2%
Value ($000) $2,967 Shares 9,388 Est. Cost $153.23 Unrealized +94.7%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,891 Shares 17,246 Est. Cost $96.97 Unrealized +70.9%
HD HOME DEPOT INC 0.2%
Value ($000) $2,876 Shares 7,394 Est. Cost $162.67 Unrealized +144.2%
UNP UNION PAC CORP 0.2%
Value ($000) $2,865 Shares 12,564 Est. Cost $121.04 Unrealized +90.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,651 Shares 18,331 Est. Cost $99.40 Unrealized +50.5%
ORCL ORACLE CORP 0.2%
Value ($000) $2,624 Shares 15,746 Est. Cost $47.60 Unrealized +269.5%
SO SOUTHERN CO 0.2%
Value ($000) $2,604 Shares 31,633 Est. Cost $48.40 Unrealized +74.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,485 Shares 17,157 Est. Cost $87.49 Unrealized +66.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,446 Shares 4,835 Est. Cost $282.02 Unrealized +96.0%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $2,346 Shares 15,180 Est. Cost $94.58 Unrealized +58.2%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $2,329 Shares 99,009 Est. Cost $14.47 Unrealized +62.6%
MRK MERCK & CO INC 0.2%
Value ($000) $2,301 Shares 23,132 Est. Cost $61.63 Unrealized +60.1%
SYK STRYKER CORP 0.2%
Value ($000) $2,198 Shares 6,104 Est. Cost $114.69 Unrealized +219.4%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $2,123 Shares 1,920 Est. Cost $150.57 Unrealized +169.6%
ABBV ABBVIE INC SR NT 0.1%
Value ($000) $1,934 Shares 10,884 Est. Cost $67.97 Unrealized +161.0%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $1,775 Shares 1,937 Est. Cost $357.03 Unrealized +158.4%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,739 Shares 29,367 Est. Cost $28.73 Unrealized +92.7%
ACWX ISHARES MSCI ACWI EX US 0.1%
Value ($000) $1,661 Shares 31,852 Est. Cost $52.10 Unrealized
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $1,639 Shares 3,994 Est. Cost $305.40 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,623 Shares 22,636 Est. Cost $60.90 Unrealized +23.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,609 Shares 3,093 Est. Cost $354.02 Unrealized +54.7%
PEP PEPSICO INC 0.1%
Value ($000) $1,581 Shares 10,396 Est. Cost $95.77 Unrealized +63.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,577 Shares 3,085 Est. Cost $349.61 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,564 Shares 6,336 Est. Cost $95.90 Unrealized +172.7%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,526 Shares 5,212 Est. Cost $178.07 Unrealized +61.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,437 Shares 11,895 Est. Cost $50.28 Unrealized +134.1%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,419 Shares 8,660 Est. Cost $78.63 Unrealized +117.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,411 Shares 4,868 Est. Cost $147.29 Unrealized +97.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $1,369 Shares 7,766 Est. Cost $195.61 Unrealized +1.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,309 Shares 4,412 Est. Cost $94.98 Unrealized +198.6%
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $1,267 Shares 14,949 Est. Cost $28.48 Unrealized +205.0%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $1,251 Shares 6,621 Est. Cost $198.44 Unrealized +5.9%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $1,242 Shares 11,085 Est. Cost $123.74 Unrealized -12.8%
MA MASTERCARD INC 0.1%
Value ($000) $1,225 Shares 2,327 Est. Cost $239.60 Unrealized +114.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,179 Shares 4,069 Est. Cost $165.78 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.1%
Value ($000) $1,178 Shares 7,285 Est. Cost $155.32 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 0.1%
Value ($000) $1,166 Shares 9,066 Est. Cost $101.51 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1,101 Shares 3,319 Est. Cost $194.59 Unrealized +78.4%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,089 Shares 4,234 Est. Cost $118.53 Unrealized +125.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,005 Shares 8,881 Est. Cost $84.21 Unrealized +34.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,000 Shares 11,882 Est. Cost $34.62 Unrealized +192.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $971 Shares 6,960 Est. Cost $58.12 Unrealized +156.1%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $957 Shares 9,430 Est. Cost $81.20 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $944 Shares 13,070 Est. Cost $74.98 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $934 Shares 21,536 Est. Cost $38.66 Unrealized +9.5%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $931 Shares 4,122 Est. Cost $156.20 Unrealized +30.3%
DFAC U S CORE EQUITY 2 0.1%
Value ($000) $929 Shares 26,845 Est. Cost $25.48 Unrealized
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $926 Shares 3,435 Est. Cost $95.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $917 Shares 1,889 Est. Cost $203.92 Unrealized +158.5%
ZTS ZOETIS INC 0.1%
Value ($000) $915 Shares 5,618 Est. Cost $173.62 Unrealized +1.6%
BLK BLACKROCK INC 0.1%
Value ($000) $909 Shares 887 Est. Cost $991.05 Unrealized 0.0%
CI THE CIGNA GROUP 0.1%
Value ($000) $900 Shares 3,258 Est. Cost $241.40 Unrealized +29.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $892 Shares 8,007 Est. Cost $104.72 Unrealized -1.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $882 Shares 3,475 Est. Cost $212.88 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $873 Shares 8,099 Est. Cost $66.92 Unrealized +62.6%
CATH GLOBAL X S&P 500 CATHOLIC VALUES 0.1%
Value ($000) $868 Shares 12,257 Est. Cost $60.15 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $847 Shares 16,893 Est. Cost $50.31 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $835 Shares 19,967 Est. Cost $42.02 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $835 Shares 18,990 Est. Cost $25.88 Unrealized +65.5%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $822 Shares 9,040 Est. Cost $96.40 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $810 Shares 3,812 Est. Cost $102.17 Unrealized +112.2%
ASO ACADEMY SPORTS & OUTDOORS INC 0.1%
Value ($000) $785 Shares 13,650 Est. Cost $41.40 Unrealized +25.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $774 Shares 2,135 Est. Cost $174.10 Unrealized +119.3%
PFE PFIZER INC 0.1%
Value ($000) $760 Shares 28,655 Est. Cost $21.04 Unrealized +19.4%
EFA ISHARES MSCI EAFE (MKT) 0.1%
Value ($000) $749 Shares 9,905 Est. Cost $75.37 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $729 Shares 6,298 Est. Cost $58.12 Unrealized +103.5%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $725 Shares 3,591 Est. Cost $85.37 Unrealized +147.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $659 Shares 4,287 Est. Cost $134.30 Unrealized +18.8%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $655 Shares 2,582 Est. Cost $152.68 Unrealized +68.5%
DINO HF SINCLAIR CORPORATION 0.0%
Value ($000) $648 Shares 18,489 Est. Cost $41.10 Unrealized -6.0%
DE DEERE & CO 0.0%
Value ($000) $619 Shares 1,461 Est. Cost $134.80 Unrealized +207.1%
META META PLATFORMS INC 0.0%
Value ($000) $618 Shares 1,056 Est. Cost $418.44 Unrealized +39.7%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $597 Shares 4,960 Est. Cost $62.37 Unrealized +93.4%
GOVT ISHARES CORE U.S. TREASURY BOND 0.0%
Value ($000) $594 Shares 25,829 Est. Cost $22.75 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $572 Shares 2,165 Est. Cost $147.10 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $568 Shares 2,002 Est. Cost $90.19 Unrealized +219.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $551 Shares 10,537 Est. Cost $30.87 Unrealized +58.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $551 Shares 8,408 Est. Cost $59.22 Unrealized
INTU INTUIT 0.0%
Value ($000) $537 Shares 855 Est. Cost $253.62 Unrealized +150.3%
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value ($000) $529 Shares 6,987 Est. Cost $79.52 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $527 Shares 1,306 Est. Cost $211.93 Unrealized +51.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $526 Shares 2,240 Est. Cost $132.66 Unrealized +87.3%
MS MORGAN STANLEY 0.0%
Value ($000) $518 Shares 4,121 Est. Cost $68.01 Unrealized +75.7%
CB CHUBB LIMITED 0.0%
Value ($000) $518 Shares 1,875 Est. Cost $211.34 Unrealized +33.1%
HSY HERSHEY CO 0.0%
Value ($000) $514 Shares 3,033 Est. Cost $79.38 Unrealized +117.8%
XBI SPDR S&P BIOTECH ETF (MKT) 0.0%
Value ($000) $513 Shares 5,692 Est. Cost $75.49 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $510 Shares 2,670 Est. Cost $120.81 Unrealized +70.6%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $508 Shares 1,142 Est. Cost $473.28 Unrealized +4.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $505 Shares 2,295 Est. Cost $117.87 Unrealized +83.5%
CSX CSX CORP 0.0%
Value ($000) $495 Shares 15,344 Est. Cost $29.33 Unrealized +14.9%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $488 Shares 2,998 Est. Cost $112.42 Unrealized +59.4%
JOE ST JOE CO 0.0%
Value ($000) $463 Shares 10,296 Est. Cost $15.81 Unrealized +227.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $455 Shares 3,900 Est. Cost $114.98 Unrealized +4.5%
NPO ENPRO INC 0.0%
Value ($000) $449 Shares 2,601 Est. Cost $57.38 Unrealized +194.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $437 Shares 6,228 Est. Cost $48.04 Unrealized +38.8%
ACN ACCENTURE PLC 0.0%
Value ($000) $436 Shares 1,239 Est. Cost $284.04 Unrealized +24.9%
MMM 3M CO 0.0%
Value ($000) $428 Shares 3,316 Est. Cost $102.56 Unrealized +25.2%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $424 Shares 3,721 Est. Cost $112.21 Unrealized +16.3%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $419 Shares 16,396 Est. Cost $13.48 Unrealized +77.4%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $411 Shares 3,257 Est. Cost $104.42 Unrealized +17.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $406 Shares 3,274 Est. Cost $71.48 Unrealized +66.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $401 Shares 6,713 Est. Cost $63.64 Unrealized -0.1%
VTV VANGUARD VALUE INDEX FUND ETF 0.0%
Value ($000) $399 Shares 2,359 Est. Cost $126.76 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $398 Shares 4,457 Est. Cost $49.06 Unrealized +79.5%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $397 Shares 3,000 Est. Cost $135.85 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $395 Shares 4,606 Est. Cost $83.77 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $393 Shares 1,355 Est. Cost $124.55 Unrealized +144.1%
AMGN AMGEN INC 0.0%
Value ($000) $392 Shares 1,505 Est. Cost $243.07 Unrealized +17.7%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $392 Shares 1,111 Est. Cost $203.30 Unrealized +80.8%
HRMY HARMONY BIOSCIENCES HLDGS INC 0.0%
Value ($000) $383 Shares 11,127 Est. Cost $33.47 Unrealized +2.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $379 Shares 2,774 Est. Cost $123.68 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $376 Shares 1,271 Est. Cost $150.14 Unrealized +96.8%
RSPT INVESCO S&P500 EQUAL WEIGHT TECH 0.0%
Value ($000) $374 Shares 10,000 Est. Cost $32.64 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $370 Shares 4,006 Est. Cost $54.87 Unrealized +58.6%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $367 Shares 3,792 Est. Cost $96.91 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $366 Shares 1,954 Est. Cost $106.48 Unrealized +81.4%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $356 Shares 2,713 Est. Cost $78.90 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $346 Shares 3,792 Est. Cost $65.45 Unrealized +43.5%
BA BOEING CO 0.0%
Value ($000) $342 Shares 1,933 Est. Cost $292.28 Unrealized -46.3%
SYY SYSCO CORP 0.0%
Value ($000) $335 Shares 4,384 Est. Cost $45.03 Unrealized +64.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $323 Shares 1,423 Est. Cost $158.00 Unrealized +42.5%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $321 Shares 1,864 Est. Cost $44.26 Unrealized +281.3%
HPQ HP INC 0.0%
Value ($000) $321 Shares 9,841 Est. Cost $13.79 Unrealized +148.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $313 Shares 5,536 Est. Cost $46.72 Unrealized +12.5%
FBTC FIDELITY WISE ORIGIN BITCOIN ETF 0.0%
Value ($000) $313 Shares 3,836 Est. Cost $81.56 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $309 Shares 12,220 Est. Cost $25.29 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $306 Shares 9,175 Est. Cost $20.88 Unrealized +55.3%
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value ($000) $305 Shares 3,384 Est. Cost $85.65 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $304 Shares 1,264 Est. Cost $123.76 Unrealized +97.9%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $303 Shares 1,263 Est. Cost $142.94 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $299 Shares 2,132 Est. Cost $56.25 Unrealized +144.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $297 Shares 518 Est. Cost $380.64 Unrealized +43.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $292 Shares 3,215 Est. Cost $69.79 Unrealized +33.4%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $285 Shares 9,000 Est. Cost $27.32 Unrealized
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $279 Shares 3,899 Est. Cost $99.43 Unrealized -17.5%
DFAT U S TARGET VALUE ETF 0.0%
Value ($000) $278 Shares 4,999 Est. Cost $43.56 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $277 Shares 1,315 Est. Cost $197.11 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $276 Shares 1,409 Est. Cost $123.03 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE 0.0%
Value ($000) $262 Shares 6,412 Est. Cost $32.80 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $259 Shares 3,500 Est. Cost $62.67 Unrealized +11.7%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $259 Shares 9,482 Est. Cost $43.77 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $259 Shares 765 Est. Cost $283.88 Unrealized +23.8%
LIN LINDE PLC 0.0%
Value ($000) $258 Shares 616 Est. Cost $407.45 Unrealized +10.1%
CMCSA COMCAST CORP 0.0%
Value ($000) $255 Shares 6,796 Est. Cost $40.52 Unrealized -1.3%
TGT TARGET CORP 0.0%
Value ($000) $255 Shares 1,885 Est. Cost $120.70 Unrealized +13.2%
IMCV ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $255 Shares 3,430 Est. Cost $76.64 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $253 Shares 2,444 Est. Cost $50.12 Unrealized +112.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $251 Shares 6,282 Est. Cost $32.56 Unrealized +21.0%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $249 Shares 4,854 Est. Cost $41.09 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $248 Shares 6,408 Est. Cost $40.47 Unrealized 0.0%
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value ($000) $247 Shares 5,602 Est. Cost $40.82 Unrealized
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $246 Shares 1,496 Est. Cost $151.32 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $245 Shares 967 Est. Cost $88.83 Unrealized +196.7%
JBL JABIL CIRCUIT INC 0.0%
Value ($000) $244 Shares 1,695 Est. Cost $120.79 Unrealized +8.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $244 Shares 2,400 Est. Cost $72.47 Unrealized +47.5%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $242 Shares 2,435 Est. Cost $89.24 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $240 Shares 1,195 Est. Cost $71.10 Unrealized +187.4%
MTG MGIC INVT COR WIS SR GLBL 0.0%
Value ($000) $237 Shares 10,000 Est. Cost $10.89 Unrealized +129.5%
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $235 Shares 1,046 Est. Cost $164.27 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $232 Shares 1,242 Est. Cost $79.27 Unrealized +105.1%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $231 Shares 1,733 Est. Cost $84.52 Unrealized +62.9%
FAS DIREXION DAILY FINANCIAL BULL 3X 0.0%
Value ($000) $229 Shares 1,520 Est. Cost $129.79 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $229 Shares 977 Est. Cost $198.66 Unrealized +23.6%
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $228 Shares 2,355 Est. Cost $67.09 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $226 Shares 2,319 Est. Cost $84.00 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $221 Shares 248 Est. Cost $58.46 Unrealized +40.8%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $217 Shares 1,834 Est. Cost $66.07 Unrealized +76.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $216 Shares 1,791 Est. Cost $121.57 Unrealized +18.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $212 Shares 7,261 Est. Cost $35.59 Unrealized -7.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $210 Shares 2,114 Est. Cost $92.40 Unrealized +10.7%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $208 Shares 1,642 Est. Cost $115.98 Unrealized
FISV FISERV INC 0.0%
Value ($000) $207 Shares 1,009 Est. Cost $179.75 Unrealized +13.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $206 Shares 3,355 Est. Cost $50.41 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $206 Shares 10,262 Est. Cost $34.38 Unrealized -34.4%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $201 Shares 912 Est. Cost $169.35 Unrealized +31.9%
DFAS U S SM CAP ETF 0.0%
Value ($000) $200 Shares 3,071 Est. Cost $47.87 Unrealized
ARCADIUM LITHIUM PLC 0.0%
Value ($000) $199 Shares 38,852 Est. Cost $4.31 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $199 Shares 1,150 Est. Cost $57.48 Unrealized
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $199 Shares 831 Est. Cost $153.22 Unrealized +51.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $191 Shares 1,455 Est. Cost $79.89 Unrealized +62.9%
MP MP MATERIALS CORP 0.0%
Value ($000) $190 Shares 12,197 Est. Cost $26.71 Unrealized -30.6%
C CITIGROUP INC 0.0%
Value ($000) $189 Shares 2,692 Est. Cost $49.79 Unrealized +31.3%
PSX PHILLIPS 66 0.0%
Value ($000) $188 Shares 1,654 Est. Cost $104.78 Unrealized +16.5%
AMPH AMPHASTAR PHARMACEUTICALS INC 0.0%
Value ($000) $187 Shares 5,023 Est. Cost $41.44 Unrealized +10.4%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $184 Shares 18,956 Est. Cost $9.59 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $182 Shares 513 Est. Cost $159.47 Unrealized +125.3%
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $180 Shares 2,000 Est. Cost $56.73 Unrealized +52.8%
UCB UNITED COMMUNITY BANKS INC 0.0%
Value ($000) $179 Shares 5,544 Est. Cost $24.82 Unrealized +25.3%
FV FIRST TRUST DORSEY WRIGHT FOCUS 0.0%
Value ($000) $177 Shares 3,000 Est. Cost $49.93 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND ETF 0.0%
Value ($000) $174 Shares 817 Est. Cost $92.67 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $170 Shares 7,978 Est. Cost $7.95 Unrealized +157.0%
CTAS CINTAS CORP 0.0%
Value ($000) $168 Shares 920 Est. Cost $182.09 Unrealized +14.4%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $168 Shares 2,678 Est. Cost $61.77 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $167 Shares 2,259 Est. Cost $54.47 Unrealized +35.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $167 Shares 335 Est. Cost $460.74 Unrealized +9.2%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $166 Shares 390 Est. Cost $251.28 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $166 Shares 1,283 Est. Cost $132.25 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $165 Shares 747 Est. Cost $199.19 Unrealized
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $163 Shares 1,635 Est. Cost $77.06 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $161 Shares 1,917 Est. Cost $76.01 Unrealized
T AT&T INC 0.0%
Value ($000) $157 Shares 6,899 Est. Cost $15.64 Unrealized +37.5%
PRFZ IVESCO FTSE RAFI US 1500 0.0%
Value ($000) $156 Shares 3,758 Est. Cost $39.05 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $156 Shares 1,248 Est. Cost $122.96 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $154 Shares 1,422 Est. Cost $104.38 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $154 Shares 4,033 Est. Cost $19.83 Unrealized +122.0%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $151 Shares 524 Est. Cost $175.49 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $150 Shares 500 Est. Cost $279.65 Unrealized +7.9%
CRM SALESFORCE 0.0%
Value ($000) $147 Shares 441 Est. Cost $278.10 Unrealized +13.9%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $147 Shares 840 Est. Cost $108.33 Unrealized
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $147 Shares 6,067 Est. Cost $21.32 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $146 Shares 1,089 Est. Cost $114.39 Unrealized +18.8%
PRA PROASSURANCE CORP 0.0%
Value ($000) $146 Shares 9,180 Est. Cost $43.27 Unrealized -63.2%
AON AON PLC SHS CL A 0.0%
Value ($000) $144 Shares 402 Est. Cost $288.86 Unrealized +26.4%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $143 Shares 451 Est. Cost $276.63 Unrealized +16.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $142 Shares 1,594 Est. Cost $80.44 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $141 Shares 671 Est. Cost $191.12 Unrealized +22.7%
INGR INGREDION INC 0.0%
Value ($000) $138 Shares 1,000 Est. Cost $100.33 Unrealized +40.3%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $129 Shares 600 Est. Cost $175.61 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $129 Shares 3,650 Est. Cost $35.26 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $125 Shares 638 Est. Cost $176.02 Unrealized +19.8%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $125 Shares 2,789 Est. Cost $64.29 Unrealized -16.5%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $125 Shares 338 Est. Cost $466.96 Unrealized -12.4%
FDX FEDEX CORP 0.0%
Value ($000) $122 Shares 432 Est. Cost $158.62 Unrealized +71.3%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $121 Shares 190 Est. Cost $483.24 Unrealized +35.6%
GWW GRAINGER WW INC 0.0%
Value ($000) $120 Shares 114 Est. Cost $939.21 Unrealized +18.8%
MOAT VANECK VECTORS MORNINGSTAR WIDE 0.0%
Value ($000) $119 Shares 1,283 Est. Cost $92.72 Unrealized
BP BP PLC 0.0%
Value ($000) $119 Shares 4,020 Est. Cost $33.95 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $119 Shares 350 Est. Cost $265.72 Unrealized +23.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $117 Shares 1,715 Est. Cost $29.85 Unrealized +149.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $117 Shares 605 Est. Cost $110.44 Unrealized +71.9%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $116 Shares 603 Est. Cost $99.86 Unrealized +89.6%
FE FIRSTENERGY CORP 0.0%
Value ($000) $116 Shares 2,920 Est. Cost $33.08 Unrealized +20.8%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $115 Shares 5,030 Est. Cost $25.50 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $114 Shares 2,687 Est. Cost $23.96 Unrealized +63.6%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $112 Shares 3,343 Est. Cost $40.23 Unrealized -22.8%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $112 Shares 1,005 Est. Cost $91.50 Unrealized +32.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $109 Shares 236 Est. Cost $239.65 Unrealized +95.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $109 Shares 1,220 Est. Cost $57.15 Unrealized +65.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $109 Shares 1,434 Est. Cost $48.19 Unrealized +45.2%
DFUS DIMENSIONAL U.S. EQUITY MARKET 0.0%
Value ($000) $109 Shares 1,705 Est. Cost $40.47 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $109 Shares 1,381 Est. Cost $68.03 Unrealized
GLW CORNING INC 0.0%
Value ($000) $108 Shares 2,279 Est. Cost $35.47 Unrealized +30.7%
CGGO CAPITAL GROUP GBL GROWTH EQTY 0.0%
Value ($000) $108 Shares 3,696 Est. Cost $29.22 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $108 Shares 1,824 Est. Cost $37.51 Unrealized +55.6%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $108 Shares 2,900 Est. Cost $31.14 Unrealized
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value ($000) $107 Shares 799 Est. Cost $133.16 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $106 Shares 1,400 Est. Cost $9.50 Unrealized +513.1%
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $105 Shares 434 Est. Cost $260.70 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $103 Shares 1,754 Est. Cost $64.74 Unrealized
NKE NIKE INC 0.0%
Value ($000) $103 Shares 1,361 Est. Cost $76.37 Unrealized +0.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $102 Shares 1,411 Est. Cost $77.73 Unrealized -1.7%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $101 Shares 1,309 Est. Cost $44.21 Unrealized +70.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $100 Shares 185 Est. Cost $408.93 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $100 Shares 1,495 Est. Cost $19.64 Unrealized +238.6%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $99 Shares 400 Est. Cost $95.18 Unrealized +166.7%
CWB SPDR BARCLAYS CONVERTIBLE SECS 0.0%
Value ($000) $93 Shares 1,196 Est. Cost $76.59 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $93 Shares 1,008 Est. Cost $79.36 Unrealized +17.3%
FTLS FIRST TRUST LONG/SHORT EQUITY 0.0%
Value ($000) $92 Shares 1,400 Est. Cost $55.09 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $92 Shares 195 Est. Cost $317.56 Unrealized +55.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $91 Shares 1,143 Est. Cost $84.72 Unrealized -1.0%
AX AXOS FINL INC 0.0%
Value ($000) $91 Shares 1,305 Est. Cost $34.92 Unrealized +109.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $91 Shares 500 Est. Cost $142.03 Unrealized +33.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $90 Shares 2,223 Est. Cost $38.38 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $89 Shares 70 Est. Cost $1207.68 Unrealized +1.8%
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $89 Shares 1,568 Est. Cost $47.19 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $88 Shares 448 Est. Cost $162.47 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $87 Shares 2,276 Est. Cost $41.29 Unrealized -1.9%
YUM YUM! BRANDS INC 0.0%
Value ($000) $87 Shares 647 Est. Cost $67.27 Unrealized +96.6%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $87 Shares 1,752 Est. Cost $38.94 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $86 Shares 2,026 Est. Cost $42.87 Unrealized +0.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $85 Shares 1,412 Est. Cost $34.43 Unrealized +69.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $84 Shares 2,672 Est. Cost $35.69 Unrealized -15.9%
CLX CLOROX CO 0.0%
Value ($000) $84 Shares 515 Est. Cost $96.91 Unrealized +62.4%
DHR DANAHER CORP 0.0%
Value ($000) $84 Shares 364 Est. Cost $216.79 Unrealized +12.5%
PTLC PACER TRENDPOLOT US LG CAP ETF 0.0%
Value ($000) $83 Shares 1,560 Est. Cost $42.78 Unrealized
RH RH COM 0.0%
Value ($000) $83 Shares 210 Est. Cost $30.92 Unrealized +1050.3%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $80 Shares 1,300 Est. Cost $68.24 Unrealized +3.1%
MET METLIFE INC 0.0%
Value ($000) $80 Shares 977 Est. Cost $47.13 Unrealized +71.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $80 Shares 216 Est. Cost $115.99 Unrealized +239.3%
PPL PPL CORP 0.0%
Value ($000) $79 Shares 2,436 Est. Cost $23.26 Unrealized +36.3%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value ($000) $78 Shares 2,358 Est. Cost $33.59 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET 0.0%
Value ($000) $78 Shares 2,677 Est. Cost $29.24 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $78 Shares 1,618 Est. Cost $40.03 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $78 Shares 415 Est. Cost $81.00 Unrealized +138.4%
SPDW SPDR PORTFOLIO DEVLPD WORLD EX 0.0%
Value ($000) $77 Shares 2,256 Est. Cost $34.12 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $76 Shares 267 Est. Cost $249.20 Unrealized +10.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $76 Shares 809 Est. Cost $54.44 Unrealized +71.5%
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $75 Shares 8,000 Est. Cost $8.20 Unrealized +12.2%
NUE NUCOR CORP 0.0%
Value ($000) $75 Shares 645 Est. Cost $59.84 Unrealized +135.4%
FAST FASTENAL CO 0.0%
Value ($000) $74 Shares 1,029 Est. Cost $14.22 Unrealized +168.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $74 Shares 105 Est. Cost $661.10 Unrealized +21.7%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $73 Shares 1,038 Est. Cost $67.27 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $71 Shares 8,852 Est. Cost $20.13 Unrealized -59.0%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $71 Shares 316 Est. Cost $221.18 Unrealized +1.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $69 Shares 203 Est. Cost $221.61 Unrealized +66.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $67 Shares 1,174 Est. Cost $73.04 Unrealized -9.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $67 Shares 167 Est. Cost $440.98 Unrealized +5.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $67 Shares 880 Est. Cost $25.98 Unrealized +30.2%
CTVA CORTEVA INC 0.0%
Value ($000) $67 Shares 1,178 Est. Cost $37.92 Unrealized +54.1%
OKE ONEOK INC 0.0%
Value ($000) $67 Shares 666 Est. Cost $41.35 Unrealized +134.2%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $67 Shares 781 Est. Cost $44.04 Unrealized +94.7%
NVO NOVO NORDISK A S 0.0%
Value ($000) $67 Shares 775 Est. Cost $135.84 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $40.33 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $65 Shares 829 Est. Cost $34.39 Unrealized +130.5%
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $64 Shares 2,322 Est. Cost $36.09 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $63 Shares 845 Est. Cost $61.43 Unrealized +23.2%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $62 Shares 813 Est. Cost $110.74 Unrealized -30.7%
PLD PROLOGIS INC 0.0%
Value ($000) $62 Shares 583 Est. Cost $108.67 Unrealized +1.4%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $61 Shares 612 Est. Cost $88.83 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $60 Shares 501 Est. Cost $66.60 Unrealized +77.8%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $58 Shares 1,833 Est. Cost $37.15 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $58 Shares 4,627 Est. Cost $13.13 Unrealized -11.4%
ROST ROSS STORES INC 0.0%
Value ($000) $57 Shares 379 Est. Cost $145.12 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $55 Shares 452 Est. Cost $121.50 Unrealized +1.5%
IRM IRON MTN INC 0.0%
Value ($000) $55 Shares 520 Est. Cost $112.79 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $54 Shares 253 Est. Cost $71.33 Unrealized +184.6%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $54 Shares 1,002 Est. Cost $43.84 Unrealized +12.7%
PHIN PHINIA INC 0.0%
Value ($000) $53 Shares 1,107 Est. Cost $27.82 Unrealized +73.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $53 Shares 784 Est. Cost $63.43 Unrealized +1.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $52 Shares 475 Est. Cost $126.72 Unrealized +1.5%
GEV GE VERNOVA INC 0.0%
Value ($000) $51 Shares 155 Est. Cost $262.28 Unrealized +18.9%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $50 Shares 1,600 Est. Cost $26.35 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $50 Shares 263 Est. Cost $91.25 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $50 Shares 823 Est. Cost $60.27 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $49 Shares 775 Est. Cost $70.16 Unrealized -1.8%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $49 Shares 250 Est. Cost $113.79 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $48 Shares 358 Est. Cost $132.16 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $47 Shares 233 Est. Cost $234.56 Unrealized -6.2%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $47 Shares 206 Est. Cost $199.50 Unrealized +13.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $47 Shares 44 Est. Cost $117.86 Unrealized +71.9%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $46 Shares 200 Est. Cost $77.05 Unrealized +183.1%
MTB M & T BANK CORP 0.0%
Value ($000) $45 Shares 240 Est. Cost $139.62 Unrealized +37.6%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $44 Shares 748 Est. Cost $46.41 Unrealized +27.1%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $44 Shares 105 Est. Cost $260.07 Unrealized +64.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $44 Shares 826 Est. Cost $53.05 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $43 Shares 750 Est. Cost $39.41 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $43 Shares 461 Est. Cost $82.94 Unrealized +17.4%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $43 Shares 700 Est. Cost $61.39 Unrealized -3.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $42 Shares 781 Est. Cost $55.78 Unrealized -3.1%
VFC V F CORP 0.0%
Value ($000) $42 Shares 1,960 Est. Cost $32.87 Unrealized -38.0%
FTNT FORTINET INC 0.0%
Value ($000) $41 Shares 437 Est. Cost $62.18 Unrealized +43.0%
ULTA ULTA SALON COSMETICS & FRAG INC 0.0%
Value ($000) $41 Shares 94 Est. Cost $406.48 Unrealized -4.7%
PBE INVESCO DYNAMIC BIOTECH & 0.0%
Value ($000) $41 Shares 611 Est. Cost $57.28 Unrealized
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $40 Shares 306 Est. Cost $75.16 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL 0.0%
Value ($000) $40 Shares 600 Est. Cost $67.56 Unrealized
RGA REINSURANCE GROUP AMERICA INC 0.0%
Value ($000) $40 Shares 185 Est. Cost $199.76 Unrealized +9.2%
TDIV FIRST TRUST NASDAQ TECHNOLOGY 0.0%
Value ($000) $39 Shares 500 Est. Cost $44.00 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $39 Shares 308 Est. Cost $166.44 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $39 Shares 1,022 Est. Cost $37.01 Unrealized +14.9%
USB US BANCORP DEL 0.0%
Value ($000) $39 Shares 810 Est. Cost $33.94 Unrealized +37.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $39 Shares 175 Est. Cost $241.24 Unrealized -4.1%
KELLANOVA 0.0%
Value ($000) $38 Shares 473 Est. Cost $53.51 Unrealized +46.1%
DHI D R HORTON INC 0.0%
Value ($000) $38 Shares 273 Est. Cost $124.98 Unrealized +32.0%
UNILEVER PLC 0.0%
Value ($000) $38 Shares 664 Est. Cost $54.76 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $38 Shares 378 Est. Cost $65.80 Unrealized
ALC ALCON INC 0.0%
Value ($000) $37 Shares 436 Est. Cost $63.02 Unrealized +42.6%
SCCO SOUTHERN COPPER CORP DE 0.0%
Value ($000) $37 Shares 406 Est. Cost $96.37 Unrealized +1.8%
DSTL DISTILLATE US FDMTL STBLTY & VAL 0.0%
Value ($000) $37 Shares 672 Est. Cost $49.37 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $36 Shares 216 Est. Cost $67.21 Unrealized +163.6%
RGEN REPLIGEN CORP 0.0%
Value ($000) $36 Shares 250 Est. Cost $256.54 Unrealized -44.1%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $36 Shares 67 Est. Cost $426.54 Unrealized +23.4%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $36 Shares 288 Est. Cost $163.62 Unrealized
IFF INTERNATIONAL FLAVORS & 0.0%
Value ($000) $35 Shares 418 Est. Cost $96.58 Unrealized -5.3%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $35 Shares 283 Est. Cost $137.26 Unrealized -4.3%
EZM WISDOMTREE U.S. MIDCAP EARNINGS 0.0%
Value ($000) $35 Shares 554 Est. Cost $55.96 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $35 Shares 400 Est. Cost $71.80 Unrealized +36.7%
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $34 Shares 400 Est. Cost $71.25 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $34 Shares 257 Est. Cost $102.97 Unrealized +32.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $284.07 Unrealized +17.1%
SILA SILA REALTY TRUST 0.0%
Value ($000) $34 Shares 1,397 Est. Cost $25.29 Unrealized
RODM HARTFORD MULTIFACTOR DEV MKTS 0.0%
Value ($000) $34 Shares 1,185 Est. Cost $28.42 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $33 Shares 522 Est. Cost $42.57 Unrealized +50.5%
RSPM INVESCO S&P 500 EQ WEIGHTS 0.0%
Value ($000) $33 Shares 1,020 Est. Cost $40.39 Unrealized
HANCOCK JOHN TAX-ADV DIV INCM 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $20.40 Unrealized
PID INVESCO INTL DIV ACHIEV ETF 0.0%
Value ($000) $33 Shares 1,794 Est. Cost $18.31 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $33 Shares 1,062 Est. Cost $18.29 Unrealized +69.4%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $33 Shares 875 Est. Cost $37.17 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM 0.0%
Value ($000) $32 Shares 1,080 Est. Cost $29.38 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $32 Shares 360 Est. Cost $48.38 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $32 Shares 420 Est. Cost $73.81 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $32 Shares 478 Est. Cost $60.70 Unrealized +15.3%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $31 Shares 171 Est. Cost $195.08 Unrealized +1.7%
KVUE KENVUE INC 0.0%
Value ($000) $31 Shares 1,453 Est. Cost $18.84 Unrealized +15.1%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $31 Shares 208 Est. Cost $95.15 Unrealized +64.2%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $31 Shares 330 Est. Cost $60.43 Unrealized +62.7%
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $30 Shares 278 Est. Cost $116.29 Unrealized
XLRE THE REAL ESTATE SLECT SECTOR 0.0%
Value ($000) $29 Shares 718 Est. Cost $38.41 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $29 Shares 228 Est. Cost $22.54 Unrealized +422.5%
TBCH TURTLE BEACH CORP. 0.0%
Value ($000) $29 Shares 1,653 Est. Cost $16.36 Unrealized 0.0%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $28 Shares 288 Est. Cost $98.47 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $28 Shares 500 Est. Cost $58.52 Unrealized -5.9%
CDW CDW CORP 0.0%
Value ($000) $28 Shares 160 Est. Cost $206.08 Unrealized -7.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $28 Shares 1,700 Est. Cost $9.47 Unrealized +65.8%
TXT TEXTRON INC 0.0%
Value ($000) $27 Shares 358 Est. Cost $88.86 Unrealized -5.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $27 Shares 467 Est. Cost $47.31 Unrealized +24.4%
WAB WABTEC 0.0%
Value ($000) $27 Shares 140 Est. Cost $77.08 Unrealized +149.7%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $26 Shares 240 Est. Cost $32.38 Unrealized +251.1%
RBA RB GLOBAL INC 0.0%
Value ($000) $26 Shares 288 Est. Cost $59.12 Unrealized +51.3%
DOX AMDOCS LTD 0.0%
Value ($000) $26 Shares 300 Est. Cost $79.09 Unrealized +7.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $26 Shares 932 Est. Cost $12.55 Unrealized +98.2%
ELF ELF BEAUTY INC COM 0.0%
Value ($000) $25 Shares 201 Est. Cost $156.88 Unrealized -23.5%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $25 Shares 249 Est. Cost $46.57 Unrealized +97.1%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $25 Shares 109 Est. Cost $151.36 Unrealized +45.2%
DOW DOW INC COM 0.0%
Value ($000) $24 Shares 610 Est. Cost $36.73 Unrealized +16.9%
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $24 Shares 900 Est. Cost $52.22 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $24 Shares 400 Est. Cost $55.00 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $24 Shares 120 Est. Cost $200.78 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 203 Est. Cost $29.76 Unrealized +313.8%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $23 Shares 372 Est. Cost $53.15 Unrealized +75.1%
BWA BORGWARNER INC 0.0%
Value ($000) $23 Shares 728 Est. Cost $29.85 Unrealized +12.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $23 Shares 103 Est. Cost $84.72 Unrealized +192.5%
HESS CORP 0.0%
Value ($000) $23 Shares 171 Est. Cost $77.37 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $23 Shares 394 Est. Cost $22.21 Unrealized +68.4%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $23 Shares 19 Est. Cost $64.82 Unrealized +24.4%
HAS HASBRO INC 0.0%
Value ($000) $21 Shares 384 Est. Cost $68.79 Unrealized -9.4%
MCO MOODYS CORP 0.0%
Value ($000) $21 Shares 45 Est. Cost $219.13 Unrealized +115.9%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $21 Shares 601 Est. Cost $20.33 Unrealized +72.4%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $106.95 Unrealized -0.9%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $21 Shares 40 Est. Cost $536.17 Unrealized +5.1%
BUZZ VANECK VECTORS SOCIAL SENTIMENT 0.0%
Value ($000) $20 Shares 824 Est. Cost $24.27 Unrealized
BXP BXP, INC. 0.0%
Value ($000) $20 Shares 273 Est. Cost $66.51 Unrealized +14.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $20 Shares 400 Est. Cost $37.61 Unrealized +37.7%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $20 Shares 4 Est. Cost $4036.56 Unrealized +18.0%
WDAY WORKDAY INC 0.0%
Value ($000) $20 Shares 77 Est. Cost $198.58 Unrealized +28.6%
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value ($000) $20 Shares 378 Est. Cost $52.48 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.0%
Value ($000) $20 Shares 225 Est. Cost $79.35 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME 0.0%
Value ($000) $20 Shares 726 Est. Cost $26.92 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $20 Shares 143 Est. Cost $164.24 Unrealized -2.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $19 Shares 259 Est. Cost $63.17 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $19 Shares 223 Est. Cost $73.50 Unrealized +16.8%
AEVA AEVA TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 4,000 Est. Cost $4.84 Unrealized -16.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $19 Shares 610 Est. Cost $34.50 Unrealized -11.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $18 Shares 216 Est. Cost $87.50 Unrealized -4.1%
IAT ISHARES US REGIONAL BANKS (MKT) 0.0%
Value ($000) $18 Shares 360 Est. Cost $50.36 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $18 Shares 85 Est. Cost $93.67 Unrealized +132.5%
ANSYS INC 0.0%
Value ($000) $18 Shares 53 Est. Cost $318.60 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP 0.0%
Value ($000) $18 Shares 291 Est. Cost $61.23 Unrealized
TTD THE TRADE DESK INC COM 0.0%
Value ($000) $18 Shares 150 Est. Cost $90.22 Unrealized +37.1%
TSN TYSON FOODS INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $42.19 Unrealized +37.5%
SYF SYNCHRONY FINL 0.0%
Value ($000) $17 Shares 264 Est. Cost $39.44 Unrealized +52.3%
RMD RESMED INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $252.36 Unrealized -5.5%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $16 Shares 315 Est. Cost $48.87 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $16 Shares 117 Est. Cost $124.46 Unrealized +11.4%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $16 Shares 300 Est. Cost $54.59 Unrealized +2.8%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $16 Shares 128 Est. Cost $115.74 Unrealized +14.0%
IBTH ISHARES IBONDS DEC 2027 TERM TR 0.0%
Value ($000) $16 Shares 699 Est. Cost $22.39 Unrealized
TEL TE CONNECTIVITY PLC ORD 0.0%
Value ($000) $15 Shares 108 Est. Cost $146.90 Unrealized -0.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $15 Shares 86 Est. Cost $126.69 Unrealized +34.7%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $11.62 Unrealized +146.9%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $15 Shares 70 Est. Cost $204.14 Unrealized
IWV ISHARES RUSSELL 3000 (MKT) 0.0%
Value ($000) $15 Shares 44 Est. Cost $300.09 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC 0.0%
Value ($000) $15 Shares 1,253 Est. Cost $10.18 Unrealized
SONY SONY CORP 0.0%
Value ($000) $14 Shares 650 Est. Cost $36.24 Unrealized
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $13 Shares 414 Est. Cost $29.53 Unrealized +5.8%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $13 Shares 258 Est. Cost $18.83 Unrealized +161.6%
IR INGERSOLL RAND INC 0.0%
Value ($000) $13 Shares 139 Est. Cost $32.71 Unrealized +204.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $12 Shares 217 Est. Cost $50.14 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $12 Shares 105 Est. Cost $92.59 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $12 Shares 172 Est. Cost $49.50 Unrealized +40.1%
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $12 Shares 172 Est. Cost $63.76 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $12 Shares 3,000 Est. Cost $17.95 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $12 Shares 216 Est. Cost $34.64 Unrealized +49.4%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $11 Shares 486 Est. Cost $20.23 Unrealized +7.9%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 39 Est. Cost $280.05 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 21 Est. Cost $371.72 Unrealized +46.5%
SPMD SPDR PORTFOLIO S&P 400 MID CAP 0.0%
Value ($000) $11 Shares 199 Est. Cost $51.33 Unrealized
DMLP DORCHESTER MINERALS L P 0.0%
Value ($000) $11 Shares 325 Est. Cost $33.33 Unrealized
LEXX LEXARIA BIOSCIENCE CORP 0.0%
Value ($000) $11 Shares 5,000 Est. Cost $2.55 Unrealized -3.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $10 Shares 320 Est. Cost $44.56 Unrealized -18.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $158.08 Unrealized +54.4%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $10 Shares 212 Est. Cost $28.21 Unrealized +73.8%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $10 Shares 78 Est. Cost $98.15 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $10 Shares 6 Est. Cost $1572.34 Unrealized +23.8%
XYL XYLEM INC 0.0%
Value ($000) $10 Shares 86 Est. Cost $131.61 Unrealized -5.2%
GNTX GENTEX CORP 0.0%
Value ($000) $10 Shares 345 Est. Cost $29.93 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $9 Shares 173 Est. Cost $48.64 Unrealized +12.1%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $9 Shares 52 Est. Cost $96.29 Unrealized +72.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $243.83 Unrealized +113.6%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $8 Shares 130 Est. Cost $45.71 Unrealized +29.2%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $8 Shares 300 Est. Cost $29.28 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $8 Shares 75 Est. Cost $79.05 Unrealized +34.0%
SPTM SPDR PORT S&P 1500 COMPS 0.0%
Value ($000) $8 Shares 106 Est. Cost $67.65 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $59.42 Unrealized +156.8%
VRSN VERISIGN INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $114.83 Unrealized +62.6%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $7 Shares 110 Est. Cost $57.43 Unrealized +26.4%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $152.77 Unrealized +18.3%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $7 Shares 970 Est. Cost $10.33 Unrealized -26.5%
RACE FERRARI N V 0.0%
Value ($000) $7 Shares 17 Est. Cost $254.02 Unrealized +77.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $7 Shares 132 Est. Cost $38.35 Unrealized +33.8%
ASML ASML HOLDING NV 0.0%
Value ($000) $7 Shares 10 Est. Cost $636.63 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $514.77 Unrealized -29.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $7 Shares 79 Est. Cost $71.29 Unrealized +33.1%
VGK VANGUARD EUROPEAN STOCK INDEX 0.0%
Value ($000) $7 Shares 106 Est. Cost $67.34 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $7 Shares 191 Est. Cost $14.43 Unrealized +101.8%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $7 Shares 131 Est. Cost $46.78 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $373.56 Unrealized -12.6%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $6 Shares 700 Est. Cost $4.47 Unrealized +120.6%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $6 Shares 142 Est. Cost $25.62 Unrealized
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $6 Shares 228 Est. Cost $22.26 Unrealized +32.6%
WU WESTERN UNION CO 0.0%
Value ($000) $6 Shares 600 Est. Cost $18.11 Unrealized
IT GARTNER INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $322.72 Unrealized +59.8%
EXC EXELON CORP 0.0%
Value ($000) $6 Shares 159 Est. Cost $32.38 Unrealized +15.1%
UCON FIRST TRUST TCW UNCONSTRAINED 0.0%
Value ($000) $6 Shares 237 Est. Cost $24.45 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $6 Shares 205 Est. Cost $30.38 Unrealized -6.1%
FUN SIX FLAGS ENTERTAINMENT CORP. 0.0%
Value ($000) $5 Shares 113 Est. Cost $45.74 Unrealized -4.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $5 Shares 64 Est. Cost $180.53 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $5 Shares 257 Est. Cost $28.49 Unrealized -9.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized +10.1%
TECH BIO TECHNE CORP 0.0%
Value ($000) $5 Shares 74 Est. Cost $78.25 Unrealized -6.7%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $56.17 Unrealized +51.3%
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $5 Shares 24 Est. Cost $13.54 Unrealized +1554.1%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $116.48 Unrealized +23.8%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $5 Shares 2,507 Est. Cost $5.19 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $12.80 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $35.37 Unrealized -46.6%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $4 Shares 7 Est. Cost $775.08 Unrealized -13.7%
CONTEXTLOGIC INC 0.0%
Value ($000) $4 Shares 624 Est. Cost $5.69 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $24.04 Unrealized +10.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $15.63 Unrealized +80.3%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $4 Shares 143 Est. Cost $3.02 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.38 Unrealized +6.0%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.43 Unrealized -7.8%
BTG B2GOLD CORP 0.0%
Value ($000) $4 Shares 1,464 Est. Cost $2.73 Unrealized +5.3%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $4 Shares 190 Est. Cost $29.59 Unrealized -34.1%
PCAR PACCAR INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $92.23 Unrealized +12.6%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $4 Shares 171 Est. Cost $22.99 Unrealized -11.3%
ACA ARCOSA INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.51 Unrealized +87.4%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.40 Unrealized +14.9%
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $321.41 Unrealized +5.6%
QID PROSHARES ULTRASHORT QQQ 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.33 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $102.27 Unrealized +20.1%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $81.27 Unrealized +205.6%
FERG FERGUSON PLC 0.0%
Value ($000) $3 Shares 15 Est. Cost $197.54 Unrealized -1.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $71.08 Unrealized +19.4%
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.79 Unrealized -5.6%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.81 Unrealized +51.3%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $57.97 Unrealized -63.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 203 Est. Cost $14.23 Unrealized -34.7%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $41.86 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 118 Est. Cost $13.14 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 77 Est. Cost $30.33 Unrealized -6.8%
NTAP NETAPP INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $121.10 Unrealized -1.6%
TRGP TARGA RES CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $175.16 Unrealized 0.0%
ZION ZIONS BANCORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.34 Unrealized +15.7%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.69 Unrealized
HL HECLA MINING CO. 0.0%
Value ($000) $2 Shares 310 Est. Cost $2.94 Unrealized +102.5%
NGD NEW GOLD INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.36 Unrealized -17.8%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $1 Shares 110 Est. Cost $10.74 Unrealized
SNY SANOFI 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.60 Unrealized
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $1 Shares 13 Est. Cost $120.24 Unrealized -2.4%
CDE COEUR MINING INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.92 Unrealized +65.1%
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $112.65 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.45 Unrealized +20.1%
FLEX FLEX LTD 0.0%
Value ($000) $1 Shares 34 Est. Cost $17.83 Unrealized +107.6%
RUM RUMBLE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.89 Unrealized +20.8%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.07 Unrealized -2.4%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $1 Shares 14 Est. Cost $98.18 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $383.93 Unrealized +14.5%
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
ARKK ARK AUTONOMOUS TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $47.53 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $1 Shares 118 Est. Cost $10.02 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.87 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.34 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 46 Est. Cost $25.42 Unrealized -38.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.90 Unrealized +118.3%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $70.68 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.15 Unrealized -2.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $67.91 Unrealized +7.1%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $104.76 Unrealized +21.1%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $94.20 Unrealized +3.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.29 Unrealized +42.5%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.19 Unrealized +6.7%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $18.67 Unrealized +25.6%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.98 Unrealized +8.6%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 359 Est. Cost $2.82 Unrealized -37.4%
NAVI NAVIENT CORP COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $15.39 Unrealized -2.8%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $0 Shares 8 Est. Cost $31.18 Unrealized +67.1%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 25 Est. Cost $29.51 Unrealized -46.6%
AES AES CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $16.44 Unrealized -14.8%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $0 Shares 16 Est. Cost $34.97 Unrealized -42.8%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized +26.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.51 Unrealized +9.4%
NXT NEXTRACKER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.20 Unrealized -31.2%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $0 Shares 600 Est. Cost $3.91 Unrealized -94.2%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $6.77 Unrealized +22.7%
BNT BROOKFIELD WEALTH SOL LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.31 Unrealized +19.6%
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.86 Unrealized +558.4%
YETI YETI HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.31 Unrealized -10.3%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
BRCC BRC INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.58 Unrealized -31.8%