BURKE & HERBERT BANK & TRUST CO Diversified Active

CIK: 0001101250 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value ($000): $446,339 (100.0% shares, 0.0% debt)

Holdings (240)

SPY SPDR S&P 500 ETF TRUST 5.7%
Value ($000) $25,419 Shares 41,141 Est. Cost $402.40 Unrealized
MSFT MICROSOFT CORP 5.1%
Value ($000) $22,586 Shares 45,408 Est. Cost $257.34 Unrealized +68.0%
BHRB BURKE & HERBERT FINL SVCS CORP 3.5%
Value ($000) $15,500 Shares 259,495 Est. Cost $62.23 Unrealized -13.7%
AAPL APPLE INC 2.9%
Value ($000) $13,001 Shares 63,367 Est. Cost $121.68 Unrealized +65.5%
EFA ISHARES MSCI EAFE ETF 2.2%
Value ($000) $9,680 Shares 108,293 Est. Cost $76.53 Unrealized
IJR ISHARES S &P SMALL CAP 600 2.1%
Value ($000) $9,215 Shares 84,314 Est. Cost $102.17 Unrealized
RSP INVESCO EXCHANGE TRADED FD S &P EQUAL WEIGHT 2.0%
Value ($000) $9,136 Shares 50,268 Est. Cost $164.73 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 1.9%
Value ($000) $8,493 Shares 136,934 Est. Cost $65.80 Unrealized
XOM EXXON MOBIL CORP 1.8%
Value ($000) $8,179 Shares 75,876 Est. Cost $86.76 Unrealized +20.5%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $7,825 Shares 51,229 Est. Cost $115.71 Unrealized +30.4%
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $7,341 Shares 46,080 Est. Cost $145.39 Unrealized +10.6%
IVV ISHARES TR CORE S&P 500 ETF 1.6%
Value ($000) $6,950 Shares 11,194 Est. Cost $484.72 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.5%
Value ($000) $6,907 Shares 12,521 Est. Cost $493.57 Unrealized
LLY LILLY ELI & CO 1.5%
Value ($000) $6,826 Shares 8,757 Est. Cost $783.52 Unrealized -1.3%
KO COCA COLA CO 1.4%
Value ($000) $6,224 Shares 87,977 Est. Cost $44.04 Unrealized +58.5%
AGG ISHARES CORE US AGGREGATE 1.4%
Value ($000) $6,129 Shares 61,780 Est. Cost $97.37 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 1.2%
Value ($000) $5,555 Shares 41,828 Est. Cost $121.34 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $4,876 Shares 13,299 Est. Cost $223.18 Unrealized +59.5%
JPM JP MORGAN CHASE & CO 1.1%
Value ($000) $4,793 Shares 16,531 Est. Cost $154.83 Unrealized +63.2%
WMT WALMART INC 1.0%
Value ($000) $4,498 Shares 46,001 Est. Cost $47.49 Unrealized +99.6%
IWM ISHARES TR RUS 2000 ETF 1.0%
Value ($000) $4,474 Shares 20,732 Est. Cost $202.89 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 1.0%
Value ($000) $4,253 Shares 44,623 Est. Cost $49.55 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $4,199 Shares 22,619 Est. Cost $98.78 Unrealized +84.9%
IWR ISHARES TR RUS MID CAP ETF 0.9%
Value ($000) $4,053 Shares 44,069 Est. Cost $81.30 Unrealized
HDV ISHARES TR CORE HIGH DIV ETF 0.9%
Value ($000) $3,825 Shares 32,641 Est. Cost $108.84 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.8%
Value ($000) $3,785 Shares 20,781 Est. Cost $66.95 Unrealized +150.0%
WM WASTE MANAGEMENT INC 0.8%
Value ($000) $3,702 Shares 16,180 Est. Cost $181.86 Unrealized +26.3%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $3,571 Shares 51,473 Est. Cost $38.70 Unrealized +56.0%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $3,560 Shares 24,864 Est. Cost $112.26 Unrealized +22.0%
NSC NORFOLK SOUTHERN CORP 0.8%
Value ($000) $3,538 Shares 13,821 Est. Cost $132.20 Unrealized +76.3%
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $3,531 Shares 20,034 Est. Cost $128.67 Unrealized +26.9%
PFF ISHARES TR PFD AND INCM SEC 0.8%
Value ($000) $3,389 Shares 110,462 Est. Cost $31.55 Unrealized
EEM ISHARES SCI EMERGING MKT EFT 0.8%
Value ($000) $3,349 Shares 69,431 Est. Cost $42.63 Unrealized
CSX CSX CORP 0.7%
Value ($000) $3,290 Shares 100,815 Est. Cost $33.12 Unrealized -10.1%
IWF ISHARES TR RUS 1000 GRW ETF 0.7%
Value ($000) $3,153 Shares 7,426 Est. Cost $364.51 Unrealized
RTX RTX CORPORATION 0.7%
Value ($000) $3,135 Shares 21,468 Est. Cost $99.81 Unrealized +32.0%
VYM VANGUARD HIGH DVD YIELD ETF 0.7%
Value ($000) $3,092 Shares 23,194 Est. Cost $94.44 Unrealized
META META PLATFORMS INC CL A 0.7%
Value ($000) $3,050 Shares 4,132 Est. Cost $258.94 Unrealized +138.1%
AMZN AMAZON.COM INC 0.7%
Value ($000) $3,008 Shares 13,712 Est. Cost $167.21 Unrealized +18.3%
PEP PEPSICO INC 0.7%
Value ($000) $2,985 Shares 22,608 Est. Cost $112.72 Unrealized +16.2%
DIS DISNEY WALT CO NEW 0.7%
Value ($000) $2,903 Shares 23,411 Est. Cost $96.49 Unrealized +6.5%
VWO VANGUARD INTL EQUITY INDEX EMR MKT ETF 0.6%
Value ($000) $2,839 Shares 57,396 Est. Cost $43.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $2,817 Shares 5,799 Est. Cost $321.17 Unrealized +58.1%
XLI SELECT SECTOR SPDR TR INDL 0.6%
Value ($000) $2,632 Shares 17,843 Est. Cost $121.87 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.6%
Value ($000) $2,616 Shares 60,035 Est. Cost $37.20 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $2,541 Shares 7,967 Est. Cost $132.72 Unrealized +110.5%
VEU VANGUARD INTL EQUITY INDEX ALL WRLD X US 0.6%
Value ($000) $2,540 Shares 37,790 Est. Cost $58.85 Unrealized
IEI ISHARES TR 3 7 YR TREAS BD 0.5%
Value ($000) $2,440 Shares 20,486 Est. Cost $115.47 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.5%
Value ($000) $2,393 Shares 8,580 Est. Cost $261.31 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.5%
Value ($000) $2,369 Shares 8,036 Est. Cost $152.40 Unrealized +66.5%
IGSB ISHARES TR ISHS 1-5YR INVS 0.5%
Value ($000) $2,322 Shares 44,013 Est. Cost $51.24 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $2,264 Shares 16,978 Est. Cost $107.47 Unrealized +5.7%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.5%
Value ($000) $2,260 Shares 43,160 Est. Cost $41.11 Unrealized
IXN ISHARES TR GLOBAL TECH ETF 0.5%
Value ($000) $2,246 Shares 24,328 Est. Cost $82.82 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $2,246 Shares 47,473 Est. Cost $18.52 Unrealized +123.8%
EMXC ISHARES TR MSCI EMRG CHN 0.5%
Value ($000) $2,208 Shares 34,970 Est. Cost $59.26 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.5%
Value ($000) $2,195 Shares 10,317 Est. Cost $133.68 Unrealized +38.4%
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB EFT 0.5%
Value ($000) $2,190 Shares 28,980 Est. Cost $57.29 Unrealized
VEA VANGUARD TAX-MANAGED INTL F VAN ETSF DEV MKT 0.5%
Value ($000) $2,111 Shares 37,034 Est. Cost $49.42 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.5%
Value ($000) $2,109 Shares 10,860 Est. Cost $174.47 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $2,103 Shares 13,312 Est. Cost $110.65 Unrealized +13.7%
ABT ABBOTT LABS 0.5%
Value ($000) $2,094 Shares 15,398 Est. Cost $55.56 Unrealized +135.1%
IVW ISHARES TR S&P 500 GRWT ETF 0.5%
Value ($000) $2,031 Shares 18,446 Est. Cost $92.54 Unrealized
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $2,021 Shares 2,042 Est. Cost $321.00 Unrealized +208.6%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,982 Shares 45,804 Est. Cost $32.58 Unrealized +28.4%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $1,962 Shares 8,975 Est. Cost $95.26 Unrealized +68.8%
GE GE AEROSPACE 0.4%
Value ($000) $1,961 Shares 7,617 Est. Cost $90.04 Unrealized +142.8%
PFE PFIZER INC 0.4%
Value ($000) $1,933 Shares 79,749 Est. Cost $21.06 Unrealized +6.1%
LOW LOWES COS INC 0.4%
Value ($000) $1,916 Shares 8,634 Est. Cost $119.35 Unrealized +84.9%
MRK MERCK & CO INC 0.4%
Value ($000) $1,893 Shares 23,915 Est. Cost $61.99 Unrealized +24.9%
CI THE CIGNA GROUP 0.4%
Value ($000) $1,885 Shares 5,702 Est. Cost $212.84 Unrealized +49.4%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,874 Shares 4,826 Est. Cost $264.85 Unrealized +24.9%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,832 Shares 7,866 Est. Cost $143.94 Unrealized +38.7%
QQEW FIRST TR NAS100 EQ WEIGHTED SHS 0.4%
Value ($000) $1,808 Shares 13,248 Est. Cost $123.29 Unrealized
WFC WELLS FARGO & CO 0.4%
Value ($000) $1,786 Shares 22,291 Est. Cost $50.56 Unrealized +40.7%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $1,754 Shares 5,689 Est. Cost $123.07 Unrealized +145.7%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,711 Shares 14,502 Est. Cost $89.75 Unrealized +28.6%
FISV FISERV INC 0.4%
Value ($000) $1,664 Shares 9,650 Est. Cost $151.37 Unrealized +19.8%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $1,608 Shares 9,064 Est. Cost $138.09 Unrealized +19.4%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1,558 Shares 16,700 Est. Cost $29.98 Unrealized +174.6%
ADSK AUTODESK INC 0.3%
Value ($000) $1,548 Shares 5,000 Est. Cost $224.64 Unrealized +26.3%
VRP INVESCO EXCH TRADED FD TR II VAR RATE PFD 0.3%
Value ($000) $1,540 Shares 62,980 Est. Cost $23.97 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.3%
Value ($000) $1,526 Shares 18,918 Est. Cost $77.14 Unrealized
FCBC FIRST CMNTY BANKSHARES INC V 0.3%
Value ($000) $1,520 Shares 38,803 Est. Cost $29.89 Unrealized +20.4%
T AT&T INC 0.3%
Value ($000) $1,509 Shares 52,142 Est. Cost $14.77 Unrealized +82.5%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,502 Shares 2,644 Est. Cost $475.46 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,477 Shares 21,568 Est. Cost $67.69 Unrealized +0.6%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,463 Shares 2,067 Est. Cost $164.01 Unrealized +248.6%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,457 Shares 4,997 Est. Cost $284.04 Unrealized -4.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $1,455 Shares 7,928 Est. Cost $131.74 Unrealized +29.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,441 Shares 4,933 Est. Cost $167.31 Unrealized +81.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,439 Shares 15,835 Est. Cost $74.58 Unrealized +20.7%
SO SOUTHERN COMPANY 0.3%
Value ($000) $1,410 Shares 15,350 Est. Cost $57.87 Unrealized +52.0%
IWP ISHARES TR RUS MD CP FR ETF 0.3%
Value ($000) $1,393 Shares 10,047 Est. Cost $110.35 Unrealized
V VISA INC CL A 0.3%
Value ($000) $1,379 Shares 3,885 Est. Cost $265.22 Unrealized +30.8%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.3%
Value ($000) $1,372 Shares 5,093 Est. Cost $204.94 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,288 Shares 21,968 Est. Cost $27.56 Unrealized +103.0%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.3%
Value ($000) $1,278 Shares 5,045 Est. Cost $226.23 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,221 Shares 3,556 Est. Cost $194.28 Unrealized +77.3%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $1,196 Shares 11,526 Est. Cost $82.62 Unrealized +23.4%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $1,179 Shares 15,078 Est. Cost $88.55 Unrealized -15.8%
XLE SELECT SECTOR SPDR TR ENERGY 0.3%
Value ($000) $1,177 Shares 13,880 Est. Cost $91.02 Unrealized
QLD PROSHARES TR PSHS ULTRA QQQ 0.3%
Value ($000) $1,177 Shares 10,000 Est. Cost $99.81 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.3%
Value ($000) $1,134 Shares 18,100 Est. Cost $56.04 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $1,132 Shares 20,029 Est. Cost $45.85 Unrealized +15.9%
IBB ISHARES TR ISHARE BIOTECH 0.2%
Value ($000) $1,114 Shares 8,809 Est. Cost $137.20 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,100 Shares 6,910 Est. Cost $132.47 Unrealized +9.5%
523 TRACT HOLDINGS LLC 0.2%
Value ($000) $1,081 Shares 1 Est. Cost $1081058.00 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,072 Shares 3,800 Est. Cost $242.42 Unrealized +10.6%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 0.2%
Value ($000) $1,066 Shares 17,831 Est. Cost $55.10 Unrealized
SPHB INVESCO EXCH TRADED FD TR II S&P 500 HB EFT 0.2%
Value ($000) $1,047 Shares 10,740 Est. Cost $84.45 Unrealized
VIG VANGUARE DIVIDEND APPRECIATION 0.2%
Value ($000) $1,037 Shares 5,069 Est. Cost $190.99 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.2%
Value ($000) $1,032 Shares 3,779 Est. Cost $114.99 Unrealized +116.7%
IYG ISHARES TR U.S. FIN SVC ETF 0.2%
Value ($000) $1,021 Shares 11,928 Est. Cost $65.21 Unrealized
MMM 3M CO 0.2%
Value ($000) $987 Shares 6,483 Est. Cost $88.98 Unrealized +58.7%
GEV GE VERNOVA LLC 0.2%
Value ($000) $981 Shares 1,854 Est. Cost $225.00 Unrealized +84.9%
CCJ CAMECO CORP 0.2%
Value ($000) $969 Shares 13,050 Est. Cost $49.48 Unrealized +7.6%
SJNK SPDR SER TR BLLOMBERG SHT TE 0.2%
Value ($000) $957 Shares 37,543 Est. Cost $24.97 Unrealized
INTU INTUIT INC 0.2%
Value ($000) $949 Shares 1,205 Est. Cost $366.04 Unrealized +84.3%
346A TRACT HOLDINGS LLC 0.2%
Value ($000) $931 Shares 1 Est. Cost $931395.00 Unrealized
OEF ISHARES TR S&P 100 ETF 0.2%
Value ($000) $930 Shares 3,055 Est. Cost $264.30 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $929 Shares 41,467 Est. Cost $29.33 Unrealized -29.4%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $902 Shares 20,977 Est. Cost $33.67 Unrealized +12.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $898 Shares 13,313 Est. Cost $43.31 Unrealized +50.4%
DE DEERE & CO 0.2%
Value ($000) $876 Shares 1,722 Est. Cost $101.14 Unrealized +379.2%
RGCO RGC RES INC 0.2%
Value ($000) $873 Shares 39,025 Est. Cost $20.39 Unrealized +4.2%
MS MORGAN STANLEY 0.2%
Value ($000) $873 Shares 6,200 Est. Cost $35.02 Unrealized +245.4%
WELL WELLTOWER INC 0.2%
Value ($000) $873 Shares 5,680 Est. Cost $95.03 Unrealized +55.6%
BA BOEING CO 0.2%
Value ($000) $840 Shares 4,010 Est. Cost $143.14 Unrealized +32.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $833 Shares 5,725 Est. Cost $81.29 Unrealized +81.5%
HSY HERSHEY CO 0.2%
Value ($000) $821 Shares 4,950 Est. Cost $183.90 Unrealized -12.1%
IWB ISHARES TR RUS 1000 ETF 0.2%
Value ($000) $817 Shares 2,407 Est. Cost $297.54 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $801 Shares 8,926 Est. Cost $65.47 Unrealized +34.5%
BLK BLACKROCK INC 0.2%
Value ($000) $796 Shares 759 Est. Cost $986.24 Unrealized -5.4%
SHY ISHARES TR 1-3 YR TREAS BD 0.2%
Value ($000) $783 Shares 9,453 Est. Cost $81.65 Unrealized
PPH VANECK ETF TRUST PHARAMECEUTCL ETF 0.2%
Value ($000) $780 Shares 8,865 Est. Cost $92.41 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.2%
Value ($000) $776 Shares 5,755 Est. Cost $146.85 Unrealized
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $723 Shares 3,948 Est. Cost $128.42 Unrealized +22.6%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $700 Shares 15,131 Est. Cost $39.96 Unrealized +18.1%
FRT FEDERAL REALTY INVESTMENT TRUS 0.2%
Value ($000) $697 Shares 7,335 Est. Cost $103.82 Unrealized -12.0%
PAG PENSKE AUTOMOTIVE GROUP INC 0.2%
Value ($000) $687 Shares 4,000 Est. Cost $56.34 Unrealized +184.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $677 Shares 4,965 Est. Cost $117.28 Unrealized 0.0%
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $665 Shares 18,626 Est. Cost $30.60 Unrealized +10.8%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $640 Shares 1,646 Est. Cost $353.13 Unrealized +12.3%
UNP UNION PAC CORP 0.1%
Value ($000) $602 Shares 2,618 Est. Cost $180.58 Unrealized +21.0%
IWV ISHARES TR RUS 3000 ETF 0.1%
Value ($000) $585 Shares 1,668 Est. Cost $317.64 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $582 Shares 6,840 Est. Cost $38.85 Unrealized +83.2%
AMLP ALPS ETF TR 0.1%
Value ($000) $578 Shares 11,835 Est. Cost $47.98 Unrealized
IYR ISHARES TR U.S. REAL ES ETF 0.1%
Value ($000) $556 Shares 5,865 Est. Cost $91.11 Unrealized
RWR SPDR SER TR DJ REIT ETF 0.1%
Value ($000) $525 Shares 5,446 Est. Cost $93.10 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $516 Shares 7,523 Est. Cost $29.37 Unrealized -7.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $507 Shares 3,775 Est. Cost $66.74 Unrealized +83.2%
CMI CUMMINS INC 0.1%
Value ($000) $498 Shares 1,521 Est. Cost $115.37 Unrealized +164.9%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $492 Shares 2,259 Est. Cost $144.82 Unrealized +41.1%
SHEL SHELL PLC 0.1%
Value ($000) $485 Shares 6,890 Est. Cost $72.18 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $484 Shares 5,300 Est. Cost $37.33 Unrealized +122.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $469 Shares 5,613 Est. Cost $69.42 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value ($000) $466 Shares 1,967 Est. Cost $221.75 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.1%
Value ($000) $455 Shares 3,200 Est. Cost $119.44 Unrealized
BKH BLACK HILLS CORP 0.1%
Value ($000) $449 Shares 8,000 Est. Cost $50.26 Unrealized +12.4%
YUM YUM! BRANDS INC 0.1%
Value ($000) $448 Shares 3,021 Est. Cost $49.08 Unrealized +193.7%
NVS NOVARTIS AG 0.1%
Value ($000) $442 Shares 3,654 Est. Cost $106.46 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $440 Shares 9,416 Est. Cost $45.21 Unrealized
FPE FIRST TR EXCH TRADED FD III PFD SECS INC ETF 0.1%
Value ($000) $439 Shares 24,688 Est. Cost $17.36 Unrealized
IJJ ISHARES S &P IDCAP 400/VALUE E 0.1%
Value ($000) $430 Shares 3,481 Est. Cost $110.22 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.1%
Value ($000) $429 Shares 859 Est. Cost $133.81 Unrealized +263.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $425 Shares 8,208 Est. Cost $64.44 Unrealized -16.5%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $418 Shares 1,562 Est. Cost $215.32 Unrealized +21.1%
MCK MCKESSON CORP 0.1%
Value ($000) $415 Shares 567 Est. Cost $367.20 Unrealized +91.6%
ACWI ISHARES TR MSCI ACWI ETF 0.1%
Value ($000) $409 Shares 3,182 Est. Cost $113.26 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.1%
Value ($000) $400 Shares 750 Est. Cost $291.87 Unrealized +68.0%
HYD VANECK ETF TRUST HIGH YLD MUNI ETF 0.1%
Value ($000) $397 Shares 7,915 Est. Cost $51.65 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $396 Shares 1,000 Est. Cost $333.33 Unrealized +11.5%
FEZ SPDR INDES SHS FDS EURO STOXX 50 0.1%
Value ($000) $393 Shares 6,580 Est. Cost $59.73 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.1%
Value ($000) $375 Shares 16,321 Est. Cost $22.57 Unrealized
IYY ISHARES DJ US TOTAL MARKET ETF 0.1%
Value ($000) $371 Shares 2,460 Est. Cost $87.43 Unrealized
PSP INVESCO EXCHANGE TRADED FD GBL LISTED PVT 0.1%
Value ($000) $360 Shares 5,225 Est. Cost $61.95 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $359 Shares 1,287 Est. Cost $279.32 Unrealized -0.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $356 Shares 2,762 Est. Cost $88.11 Unrealized +49.5%
CB CHUBB LIMITED 0.1%
Value ($000) $350 Shares 1,208 Est. Cost $252.75 Unrealized +13.5%
IOO ISHARES TR GLOBAL 100 ETF 0.1%
Value ($000) $348 Shares 3,230 Est. Cost $96.58 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $347 Shares 10,575 Est. Cost $26.65 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $342 Shares 10,107 Est. Cost $45.97 Unrealized -26.2%
COM DIREXION SHS ETF TR AUSPCE CMD STG 0.1%
Value ($000) $333 Shares 12,050 Est. Cost $28.91 Unrealized
HPQ HP INC 0.1%
Value ($000) $331 Shares 13,540 Est. Cost $11.80 Unrealized +109.4%
HIG HARTFORD FINL SVCS GROUP IN 0.1%
Value ($000) $327 Shares 2,577 Est. Cost $97.58 Unrealized +26.0%
ACN ACCENTURE PLC CL A 0.1%
Value ($000) $318 Shares 1,063 Est. Cost $229.01 Unrealized +32.3%
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value ($000) $318 Shares 3,490 Est. Cost $88.11 Unrealized
FXI ISHARES TR CHINA LG CAP ETF 0.1%
Value ($000) $316 Shares 8,590 Est. Cost $36.76 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.1%
Value ($000) $310 Shares 2,330 Est. Cost $128.43 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $308 Shares 9,634 Est. Cost $19.31 Unrealized +59.6%
WMB WILLIAMS COS INC 0.1%
Value ($000) $305 Shares 4,855 Est. Cost $57.67 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $305 Shares 1,637 Est. Cost $126.73 Unrealized +21.2%
ITOT ISHARES TR S&P TTL STK 0.1%
Value ($000) $300 Shares 2,220 Est. Cost $118.78 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $297 Shares 5,135 Est. Cost $71.89 Unrealized -24.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $292 Shares 3,183 Est. Cost $78.06 Unrealized +9.1%
SCHD SCHWAB US DVD EQUITY EFT 0.1%
Value ($000) $288 Shares 10,885 Est. Cost $26.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $285 Shares 616 Est. Cost $193.93 Unrealized +136.7%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $282 Shares 3,092 Est. Cost $63.85 Unrealized +31.5%
EWJ ISHARES INC MSCI JPN ETF NEW 0.1%
Value ($000) $281 Shares 3,750 Est. Cost $68.24 Unrealized
IPO RENAISSANCE CAP GREENWICH FD IPO ETF 0.1%
Value ($000) $274 Shares 6,105 Est. Cost $40.11 Unrealized
OMC OMNICOM GROUP 0.1%
Value ($000) $272 Shares 3,785 Est. Cost $50.36 Unrealized +42.9%
CTVA CORTEVA INC 0.1%
Value ($000) $270 Shares 3,618 Est. Cost $53.80 Unrealized +23.0%
CWB SPDR SER TR BBG CON SEC ETF 0.1%
Value ($000) $269 Shares 3,255 Est. Cost $72.06 Unrealized
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.1%
Value ($000) $268 Shares 4,685 Est. Cost $57.11 Unrealized
XLP SELECT SECTOR SPDR TR SVI CONS SPLS 0.1%
Value ($000) $266 Shares 3,290 Est. Cost $77.87 Unrealized
ORLY OREILLY AUTOMOTIVE 0.1%
Value ($000) $265 Shares 2,940 Est. Cost $89.71 Unrealized +1.6%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $264 Shares 11,050 Est. Cost $21.74 Unrealized -9.0%
HPE HEWLETT PACKARD ENTERPRISE COM 0.1%
Value ($000) $263 Shares 12,841 Est. Cost $7.93 Unrealized +107.7%
IWC ISHARES TR MICRO-CAP ETF 0.1%
Value ($000) $262 Shares 2,050 Est. Cost $114.00 Unrealized
VGT VANGUARDINFO TECH ETF 0.1%
Value ($000) $259 Shares 390 Est. Cost $621.80 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $259 Shares 4,900 Est. Cost $54.81 Unrealized -7.7%
NSRGY NESTLE S A 0.1%
Value ($000) $257 Shares 2,593 Est. Cost $102.07 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $256 Shares 2,600 Est. Cost $143.11 Unrealized -34.8%
IAGG ISHARES TR CORE INTL AGGR 0.1%
Value ($000) $255 Shares 5,000 Est. Cost $49.92 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $255 Shares 789 Est. Cost $263.84 Unrealized 0.0%
MCO MOODYS CORP 0.1%
Value ($000) $251 Shares 500 Est. Cost $341.78 Unrealized +34.9%
MTUM ISHARES TR MSCI USA MMENTM 0.1%
Value ($000) $249 Shares 1,037 Est. Cost $194.87 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value ($000) $248 Shares 886 Est. Cost $258.62 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $239 Shares 3,834 Est. Cost $58.96 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $236 Shares 1,137 Est. Cost $176.15 Unrealized -1.1%
JNK SPDR BLOOMBERG HIGH YIELD BOND 0.1%
Value ($000) $234 Shares 2,401 Est. Cost $108.70 Unrealized
MEOH METHANEX CORP 0.1%
Value ($000) $232 Shares 7,000 Est. Cost $36.47 Unrealized -11.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $225 Shares 3,078 Est. Cost $67.32 Unrealized 0.0%
USB US BANK CORP NEW 0.1%
Value ($000) $223 Shares 4,939 Est. Cost $40.76 Unrealized 0.0%
ADBE ADOBE SYSTMS INCORPORATED 0.0%
Value ($000) $219 Shares 565 Est. Cost $484.22 Unrealized -20.4%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $214 Shares 381 Est. Cost $461.72 Unrealized +19.4%
IWS ISHARES TR RUS MDCP VAL SFT 0.0%
Value ($000) $214 Shares 1,620 Est. Cost $120.74 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $213 Shares 1,056 Est. Cost $189.83 Unrealized +3.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $211 Shares 635 Est. Cost $282.18 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $209 Shares 201 Est. Cost $956.89 Unrealized +8.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $208 Shares 4,800 Est. Cost $37.70 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $208 Shares 1,875 Est. Cost $100.53 Unrealized +3.8%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $204 Shares 781 Est. Cost $256.02 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $203 Shares 3,384 Est. Cost $60.03 Unrealized
MRSH MARSH & MCLENNAN COS IN 0.0%
Value ($000) $203 Shares 928 Est. Cost $223.35 Unrealized -0.1%
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value ($000) $203 Shares 2,117 Est. Cost $95.37 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $200 Shares 7,758 Est. Cost $32.54 Unrealized -18.1%
PFXF VANECK ETF TRUST PREFERRED 0.0%
Value ($000) $184 Shares 10,720 Est. Cost $17.30 Unrealized
NUVEEN VIRGINIA QUALITY MUNICI 0.0%
Value ($000) $117 Shares 10,400 Est. Cost $11.94 Unrealized