SOUTH PLAINS FINANCIAL, INC. Diversified Active

CIK: 0001163668 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $130,927 (100.0% shares, 0.0% debt)

Holdings (267)

IEFA ISHARES TR 7.3%
Value ($000) $9,596 Shares 136,538 Est. Cost $70.28 Unrealized
IJH ISHARES TR 4.2%
Value ($000) $5,522 Shares 88,620 Est. Cost $62.31 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $5,474 Shares 21,859 Est. Cost $234.51 Unrealized 0.0%
MSFT MICROSOFT CORP 3.5%
Value ($000) $4,542 Shares 10,775 Est. Cost $422.35 Unrealized 0.0%
IVV ISHARES TR 2.8%
Value ($000) $3,628 Shares 6,163 Est. Cost $588.67 Unrealized
GOOGL ALPHABET INC 2.5%
Value ($000) $3,295 Shares 17,404 Est. Cost $174.14 Unrealized 0.0%
AMZN AMAZON COM INC 2.4%
Value ($000) $3,171 Shares 14,455 Est. Cost $204.58 Unrealized 0.0%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $3,163 Shares 23,550 Est. Cost $137.79 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $3,072 Shares 52,803 Est. Cost $58.18 Unrealized
IEMG ISHARES INC 1.9%
Value ($000) $2,516 Shares 48,179 Est. Cost $52.22 Unrealized
EFA ISHARES TR 1.8%
Value ($000) $2,421 Shares 32,022 Est. Cost $75.61 Unrealized
V VISA INC 1.5%
Value ($000) $1,967 Shares 6,225 Est. Cost $298.33 Unrealized 0.0%
VO VANGUARD INDEX FDS 1.5%
Value ($000) $1,962 Shares 7,428 Est. Cost $264.13 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $1,794 Shares 30,933 Est. Cost $58.00 Unrealized
VNQ VANGUARD INDEX FDS 1.3%
Value ($000) $1,752 Shares 19,664 Est. Cost $89.08 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $1,750 Shares 39,726 Est. Cost $44.04 Unrealized
IJR ISHARES TR 1.3%
Value ($000) $1,685 Shares 14,627 Est. Cost $115.22 Unrealized
HYS PIMCO ETF TR 1.2%
Value ($000) $1,608 Shares 17,160 Est. Cost $93.68 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $1,510 Shares 9,007 Est. Cost $165.73 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $1,489 Shares 2,944 Est. Cost $552.89 Unrealized 0.0%
BLK BLACKROCK INC 1.1%
Value ($000) $1,470 Shares 1,434 Est. Cost $991.05 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,456 Shares 10,069 Est. Cost $149.59 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $1,434 Shares 5,981 Est. Cost $228.03 Unrealized 0.0%
HON HONEYWELL INTL INC 1.1%
Value ($000) $1,419 Shares 6,280 Est. Cost $203.59 Unrealized 0.0%
ISTB ISHARES TR 1.0%
Value ($000) $1,358 Shares 28,419 Est. Cost $47.77 Unrealized
IVW ISHARES TR 1.0%
Value ($000) $1,342 Shares 13,215 Est. Cost $101.53 Unrealized
ADBE ADOBE INC 1.0%
Value ($000) $1,314 Shares 2,956 Est. Cost $495.13 Unrealized 0.0%
META META PLATFORMS INC 1.0%
Value ($000) $1,270 Shares 2,169 Est. Cost $584.74 Unrealized 0.0%
DFAS DIMENSIONAL ETF TRUST 0.9%
Value ($000) $1,219 Shares 18,727 Est. Cost $65.08 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $1,209 Shares 7,953 Est. Cost $156.55 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,182 Shares 8,164 Est. Cost $145.50 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $1,161 Shares 24,275 Est. Cost $47.81 Unrealized
IVE ISHARES TR 0.8%
Value ($000) $1,109 Shares 5,812 Est. Cost $190.88 Unrealized
BAC BANK AMERICA CORP 0.8%
Value ($000) $1,090 Shares 24,798 Est. Cost $42.83 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $1,057 Shares 4,013 Est. Cost $281.95 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.8%
Value ($000) $1,057 Shares 3,519 Est. Cost $290.70 Unrealized 0.0%
WMT WALMART INC 0.8%
Value ($000) $1,038 Shares 11,490 Est. Cost $85.80 Unrealized 0.0%
MS MORGAN STANLEY 0.8%
Value ($000) $1,016 Shares 8,082 Est. Cost $119.51 Unrealized 0.0%
MRK MERCK & CO INC 0.8%
Value ($000) $990 Shares 9,948 Est. Cost $98.70 Unrealized 0.0%
AGG ISHARES TR 0.7%
Value ($000) $980 Shares 10,109 Est. Cost $96.90 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $950 Shares 5,346 Est. Cost $177.41 Unrealized 0.0%
SO SOUTHERN CO 0.7%
Value ($000) $936 Shares 11,374 Est. Cost $84.51 Unrealized 0.0%
TSLA TESLA INC 0.7%
Value ($000) $915 Shares 2,266 Est. Cost $321.74 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $905 Shares 2,574 Est. Cost $354.74 Unrealized 0.0%
ZTS ZOETIS INC 0.7%
Value ($000) $898 Shares 5,514 Est. Cost $176.35 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.7%
Value ($000) $884 Shares 3,170 Est. Cost $271.56 Unrealized 0.0%
CMI CUMMINS INC 0.7%
Value ($000) $879 Shares 2,522 Est. Cost $343.44 Unrealized 0.0%
SPHY SPDR SER TR 0.7%
Value ($000) $863 Shares 36,770 Est. Cost $23.46 Unrealized
SCHO SCHWAB STRATEGIC TR 0.6%
Value ($000) $847 Shares 35,218 Est. Cost $24.05 Unrealized
DE DEERE & CO 0.6%
Value ($000) $844 Shares 1,991 Est. Cost $413.99 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $843 Shares 5,659 Est. Cost $156.24 Unrealized 0.0%
AVGO BROADCOM INC 0.6%
Value ($000) $839 Shares 3,621 Est. Cost $182.87 Unrealized 0.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $825 Shares 7,407 Est. Cost $103.52 Unrealized 0.0%
SCHR SCHWAB STRATEGIC TR 0.6%
Value ($000) $813 Shares 33,480 Est. Cost $24.29 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value ($000) $786 Shares 4,831 Est. Cost $179.18 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.6%
Value ($000) $783 Shares 5,857 Est. Cost $136.24 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $761 Shares 4,180 Est. Cost $188.91 Unrealized 0.0%
EOG EOG RES INC 0.6%
Value ($000) $753 Shares 6,147 Est. Cost $123.33 Unrealized 0.0%
CATH GLOBAL X FDS 0.6%
Value ($000) $744 Shares 10,500 Est. Cost $70.84 Unrealized
PSA PUBLIC STORAGE OPER CO 0.6%
Value ($000) $722 Shares 2,410 Est. Cost $315.96 Unrealized 0.0%
SYK STRYKER CORPORATION 0.5%
Value ($000) $718 Shares 1,995 Est. Cost $366.32 Unrealized 0.0%
HD HOME DEPOT INC 0.5%
Value ($000) $662 Shares 1,703 Est. Cost $397.26 Unrealized 0.0%
ORCL ORACLE CORP 0.5%
Value ($000) $659 Shares 3,953 Est. Cost $175.85 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $619 Shares 8,610 Est. Cost $71.90 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $614 Shares 1,529 Est. Cost $401.57 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $602 Shares 1,660 Est. Cost $381.74 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $585 Shares 998 Est. Cost $586.08 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $569 Shares 5,293 Est. Cost $112.36 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $559 Shares 2,856 Est. Cost $195.83 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $525 Shares 2,755 Est. Cost $175.67 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $510 Shares 2,718 Est. Cost $193.15 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $480 Shares 6,694 Est. Cost $75.03 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $477 Shares 521 Est. Cost $922.64 Unrealized 0.0%
IWM ISHARES TR 0.4%
Value ($000) $477 Shares 2,160 Est. Cost $220.96 Unrealized
DEM WISDOMTREE TR 0.3%
Value ($000) $447 Shares 11,042 Est. Cost $40.48 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $444 Shares 1,532 Est. Cost $290.22 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $434 Shares 16,378 Est. Cost $25.12 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $425 Shares 7,174 Est. Cost $55.37 Unrealized 0.0%
IEUR ISHARES TR 0.3%
Value ($000) $424 Shares 7,853 Est. Cost $53.97 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $416 Shares 4,874 Est. Cost $83.88 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $415 Shares 6,880 Est. Cost $71.41 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $412 Shares 764 Est. Cost $538.80 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $410 Shares 4,493 Est. Cost $93.94 Unrealized 0.0%
MUB ISHARES TR 0.3%
Value ($000) $410 Shares 3,845 Est. Cost $106.55 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $400 Shares 3,796 Est. Cost $105.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $393 Shares 867 Est. Cost $461.73 Unrealized 0.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $388 Shares 2,765 Est. Cost $137.31 Unrealized 0.0%
SPSB SPDR SER TR 0.3%
Value ($000) $379 Shares 12,703 Est. Cost $29.86 Unrealized
PLD PROLOGIS INC. 0.3%
Value ($000) $379 Shares 3,586 Est. Cost $110.17 Unrealized 0.0%
RTX RTX CORPORATION 0.3%
Value ($000) $362 Shares 3,130 Est. Cost $118.27 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $361 Shares 9,480 Est. Cost $44.04 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $338 Shares 68 Est. Cost $4764.13 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $305 Shares 1,584 Est. Cost $189.31 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $305 Shares 7,617 Est. Cost $39.40 Unrealized 0.0%
CRM SALESFORCE INC 0.2%
Value ($000) $300 Shares 896 Est. Cost $316.76 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $284 Shares 4,038 Est. Cost $66.67 Unrealized 0.0%
DGRO ISHARES TR 0.2%
Value ($000) $283 Shares 4,608 Est. Cost $61.34 Unrealized
SPFI SOUTH PLAINS FINANCIAL INC 0.2%
Value ($000) $276 Shares 7,956 Est. Cost $36.27 Unrealized 0.0%
HDV ISHARES TR 0.2%
Value ($000) $276 Shares 2,455 Est. Cost $112.26 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $268 Shares 1,327 Est. Cost $211.11 Unrealized 0.0%
DVY ISHARES TR 0.2%
Value ($000) $268 Shares 2,038 Est. Cost $131.29 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $265 Shares 798 Est. Cost $347.11 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $256 Shares 493 Est. Cost $547.53 Unrealized 0.0%
HYG ISHARES TR 0.2%
Value ($000) $241 Shares 3,065 Est. Cost $78.65 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $232 Shares 4,354 Est. Cost $51.75 Unrealized 0.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $225 Shares 4,305 Est. Cost $48.82 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $219 Shares 738 Est. Cost $283.58 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $217 Shares 447 Est. Cost $527.20 Unrealized 0.0%
PREF PRINCIPAL EXCHANGE TRADED FD 0.2%
Value ($000) $215 Shares 11,578 Est. Cost $18.61 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $211 Shares 396 Est. Cost $526.39 Unrealized 0.0%
DOW DOW INC 0.2%
Value ($000) $206 Shares 5,137 Est. Cost $42.94 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $204 Shares 1,644 Est. Cost $119.02 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $204 Shares 434 Est. Cost $492.97 Unrealized 0.0%
CB CHUBB LIMITED 0.2%
Value ($000) $203 Shares 733 Est. Cost $281.36 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $200 Shares 2,377 Est. Cost $84.14 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $200 Shares 877 Est. Cost $230.22 Unrealized 0.0%
GOVT ISHARES TR 0.1%
Value ($000) $195 Shares 8,500 Est. Cost $22.97 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $184 Shares 2,427 Est. Cost $75.69 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $180 Shares 1,425 Est. Cost $122.34 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $178 Shares 1,248 Est. Cost $146.82 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $173 Shares 2,783 Est. Cost $63.09 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $170 Shares 298 Est. Cost $569.57 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $168 Shares 2,100 Est. Cost $83.84 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $167 Shares 2,920 Est. Cost $66.35 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $165 Shares 1,200 Est. Cost $137.57 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $163 Shares 696 Est. Cost $245.53 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $160 Shares 7,010 Est. Cost $21.51 Unrealized 0.0%
INGR INGREDION INC 0.1%
Value ($000) $149 Shares 1,085 Est. Cost $140.75 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $149 Shares 3,312 Est. Cost $53.65 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $139 Shares 5,089 Est. Cost $24.88 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $139 Shares 607 Est. Cost $243.95 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $138 Shares 627 Est. Cost $216.31 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $137 Shares 610 Est. Cost $224.35 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $136 Shares 1,477 Est. Cost $93.11 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $131 Shares 4,175 Est. Cost $31.36 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $131 Shares 1,318 Est. Cost $102.31 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $125 Shares 925 Est. Cost $136.67 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $121 Shares 1,025 Est. Cost $116.71 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $120 Shares 515 Est. Cost $232.52 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $119 Shares 2,410 Est. Cost $49.50 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $115 Shares 465 Est. Cost $261.54 Unrealized 0.0%
FIRST TR ENHANCED EQUITY INC 0.1%
Value ($000) $110 Shares 5,324 Est. Cost $20.70 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $107 Shares 7,159 Est. Cost $14.95 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $100 Shares 543 Est. Cost $198.35 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $96 Shares 820 Est. Cost $120.15 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $95 Shares 720 Est. Cost $131.76 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $93 Shares 401 Est. Cost $219.66 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $90 Shares 1,175 Est. Cost $73.94 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $87 Shares 665 Est. Cost $130.11 Unrealized 0.0%
IGSB ISHARES TR 0.1%
Value ($000) $86 Shares 1,660 Est. Cost $51.70 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $86 Shares 1,975 Est. Cost $42.32 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $86 Shares 1,790 Est. Cost $46.63 Unrealized 0.0%
FTV FORTIVE CORP 0.1%
Value ($000) $83 Shares 1,107 Est. Cost $57.10 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $81 Shares 9,728 Est. Cost $8.28 Unrealized
FLAHERTY & CRUMRINE DYNAMIC 0.1%
Value ($000) $80 Shares 4,022 Est. Cost $19.93 Unrealized
F FORD MTR CO 0.1%
Value ($000) $79 Shares 7,991 Est. Cost $9.87 Unrealized 0.0%
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $73 Shares 1,465 Est. Cost $55.42 Unrealized 0.0%
MAS MASCO CORP 0.1%
Value ($000) $70 Shares 970 Est. Cost $78.41 Unrealized 0.0%
WESTERN ASSET MUN HIGH INCOM 0.1%
Value ($000) $68 Shares 9,969 Est. Cost $6.80 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $67 Shares 1,590 Est. Cost $39.21 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $66 Shares 8,067 Est. Cost $8.17 Unrealized
MMM 3M CO 0.0%
Value ($000) $63 Shares 485 Est. Cost $128.38 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $59 Shares 655 Est. Cost $98.11 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $54 Shares 2,778 Est. Cost $19.59 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $54 Shares 251 Est. Cost $203.03 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $51 Shares 1,730 Est. Cost $29.55 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $51 Shares 364 Est. Cost $138.63 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $50 Shares 412 Est. Cost $120.59 Unrealized 0.0%
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value ($000) $44 Shares 2,500 Est. Cost $17.75 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $44 Shares 743 Est. Cost $59.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $40 Shares 231 Est. Cost $175.23 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $37 Shares 4,240 Est. Cost $8.71 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $37 Shares 141 Est. Cost $286.05 Unrealized 0.0%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $37 Shares 4,250 Est. Cost $8.59 Unrealized
NUVEEN MUN INCOME FD INC 0.0%
Value ($000) $36 Shares 3,845 Est. Cost $9.41 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $34 Shares 447 Est. Cost $75.52 Unrealized 0.0%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $31 Shares 8,750 Est. Cost $3.55 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $30 Shares 704 Est. Cost $42.93 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $25 Shares 900 Est. Cost $30.08 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $24 Shares 493 Est. Cost $49.45 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $18.29 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $22 Shares 333 Est. Cost $64.42 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $22 Shares 464 Est. Cost $45.56 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $21 Shares 654 Est. Cost $36.44 Unrealized 0.0%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $21 Shares 1,659 Est. Cost $12.71 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $21 Shares 366 Est. Cost $52.58 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.95 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $19 Shares 81 Est. Cost $248.46 Unrealized 0.0%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $16 Shares 1,368 Est. Cost $11.83 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $16 Shares 149 Est. Cost $108.79 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $16 Shares 295 Est. Cost $54.04 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $15 Shares 212 Est. Cost $65.38 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $14 Shares 240 Est. Cost $63.61 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $14 Shares 155 Est. Cost $87.00 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.28 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $12 Shares 326 Est. Cost $39.99 Unrealized 0.0%
CLDT CHATHAM LODGING TR 0.0%
Value ($000) $11 Shares 1,255 Est. Cost $8.95 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $11 Shares 333 Est. Cost $31.07 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.79 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $11 Shares 333 Est. Cost $31.71 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $10 Shares 48 Est. Cost $222.56 Unrealized 0.0%
IYZ ISHARES TR 0.0%
Value ($000) $10 Shares 365 Est. Cost $26.82 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $10 Shares 267 Est. Cost $36.31 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $156.19 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $76.48 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.34 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $9 Shares 333 Est. Cost $26.94 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $9 Shares 15 Est. Cost $557.26 Unrealized 0.0%
FLEX FLEX LTD 0.0%
Value ($000) $8 Shares 203 Est. Cost $37.01 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $522.72 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $8 Shares 727 Est. Cost $9.29 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $8 Shares 12 Est. Cost $634.69 Unrealized 0.0%
EEM ISHARES TR 0.0%
Value ($000) $7 Shares 170 Est. Cost $41.81 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $7 Shares 94 Est. Cost $73.28 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $544.39 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $148.59 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $5 Shares 29 Est. Cost $193.06 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $5 Shares 39 Est. Cost $133.00 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $5 Shares 1,348 Est. Cost $4.15 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $503.12 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $159.52 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $5 Shares 62 Est. Cost $79.25 Unrealized 0.0%
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $5 Shares 166 Est. Cost $31.24 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $149.63 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $5 Shares 136 Est. Cost $33.81 Unrealized
CPRT COPART INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $56.95 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $346.27 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $4 Shares 24 Est. Cost $208.34 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $4 Shares 212 Est. Cost $22.54 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $4 Shares 55 Est. Cost $76.85 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $271.73 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $4 Shares 37 Est. Cost $113.33 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $161.18 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $716.72 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $4 Shares 12 Est. Cost $369.58 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $104.86 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.16 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $135.90 Unrealized 0.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $84.24 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $326.48 Unrealized 0.0%
SF STIFEL FINL CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $105.03 Unrealized 0.0%
ANSYS INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $337.27 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $4 Shares 63 Est. Cost $58.42 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $104.03 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $83.66 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $3 Shares 18 Est. Cost $189.83 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 125 Est. Cost $27.53 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $544.86 Unrealized 0.0%
ITT ITT INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $149.74 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $62.34 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $409.27 Unrealized 0.0%
COO COOPER COS INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $101.87 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $3 Shares 61 Est. Cost $48.82 Unrealized
STE STERIS PLC 0.0%
Value ($000) $3 Shares 14 Est. Cost $217.42 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $192.63 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $313.59 Unrealized 0.0%
BANC BANC OF CALIFORNIA INC 0.0%
Value ($000) $2 Shares 160 Est. Cost $15.30 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 189 Est. Cost $11.63 Unrealized 0.0%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $2 Shares 92 Est. Cost $22.97 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $68.91 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $106.02 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.92 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.82 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 170 Est. Cost $9.54 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $29.11 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 34 Est. Cost $15.75 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 88 Est. Cost $6.90 Unrealized 0.0%