SOUTH PLAINS FINANCIAL, INC. Diversified Active

CIK: 0001163668 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $142,199 (100.0% shares, 0.0% debt)

Holdings (230)

IEFA ISHARES TR 7.9%
Value ($000) $11,274 Shares 135,067 Est. Cost $70.28 Unrealized
MSFT MICROSOFT CORP 4.3%
Value ($000) $6,139 Shares 12,342 Est. Cost $421.43 Unrealized +2.6%
IJH ISHARES TR 3.8%
Value ($000) $5,466 Shares 88,139 Est. Cost $62.31 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $5,072 Shares 24,723 Est. Cost $232.32 Unrealized -13.3%
IEMG ISHARES INC 3.0%
Value ($000) $4,299 Shares 71,625 Est. Cost $54.66 Unrealized
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $4,184 Shares 26,483 Est. Cost $136.52 Unrealized -7.8%
IVV ISHARES TR 2.8%
Value ($000) $4,024 Shares 6,481 Est. Cost $588.64 Unrealized
AMZN AMAZON COM INC 2.6%
Value ($000) $3,657 Shares 16,671 Est. Cost $204.92 Unrealized -3.4%
GOOGL ALPHABET INC 2.5%
Value ($000) $3,510 Shares 19,919 Est. Cost $173.86 Unrealized -6.1%
VGSH VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $3,266 Shares 55,579 Est. Cost $58.22 Unrealized
EFA ISHARES TR 2.0%
Value ($000) $2,860 Shares 31,992 Est. Cost $75.61 Unrealized
V VISA INC 1.6%
Value ($000) $2,246 Shares 6,326 Est. Cost $299.07 Unrealized +16.0%
VO VANGUARD INDEX FDS 1.5%
Value ($000) $2,065 Shares 7,381 Est. Cost $264.13 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $2,022 Shares 33,814 Est. Cost $58.15 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $1,871 Shares 37,827 Est. Cost $44.04 Unrealized
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $1,782 Shares 6,148 Est. Cost $228.67 Unrealized +10.5%
META META PLATFORMS INC 1.2%
Value ($000) $1,712 Shares 2,320 Est. Cost $587.94 Unrealized +4.9%
IJR ISHARES TR 1.2%
Value ($000) $1,691 Shares 15,476 Est. Cost $114.93 Unrealized
VNQ VANGUARD INDEX FDS 1.2%
Value ($000) $1,665 Shares 18,696 Est. Cost $89.08 Unrealized
ISTB ISHARES TR 1.1%
Value ($000) $1,534 Shares 31,534 Est. Cost $47.86 Unrealized
IVW ISHARES TR 1.0%
Value ($000) $1,471 Shares 13,365 Est. Cost $101.63 Unrealized
AVGO BROADCOM INC 1.0%
Value ($000) $1,429 Shares 5,183 Est. Cost $192.00 Unrealized +12.5%
BLK BLACKROCK INC 1.0%
Value ($000) $1,418 Shares 1,351 Est. Cost $991.05 Unrealized -5.8%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $1,384 Shares 24,275 Est. Cost $47.81 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,381 Shares 8,666 Est. Cost $165.73 Unrealized -3.0%
HON HONEYWELL INTL INC 1.0%
Value ($000) $1,380 Shares 5,926 Est. Cost $203.47 Unrealized -1.9%
IVE ISHARES TR 1.0%
Value ($000) $1,371 Shares 7,016 Est. Cost $191.56 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,317 Shares 8,625 Est. Cost $149.59 Unrealized +0.8%
ADBE ADOBE INC 0.9%
Value ($000) $1,292 Shares 3,339 Est. Cost $486.74 Unrealized -20.8%
AGG ISHARES TR 0.8%
Value ($000) $1,206 Shares 12,160 Est. Cost $97.29 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $1,201 Shares 9,093 Est. Cost $154.58 Unrealized -15.2%
WMT WALMART INC 0.8%
Value ($000) $1,193 Shares 12,202 Est. Cost $86.31 Unrealized +9.8%
DFAS DIMENSIONAL ETF TRUST 0.8%
Value ($000) $1,193 Shares 18,727 Est. Cost $65.08 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $1,143 Shares 3,597 Est. Cost $317.74 Unrealized -5.2%
CDNS CADENCE DESIGN SYSTEM INC 0.8%
Value ($000) $1,108 Shares 3,595 Est. Cost $290.70 Unrealized +0.0%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $1,098 Shares 3,764 Est. Cost $281.95 Unrealized -3.4%
ABBV ABBVIE INC 0.8%
Value ($000) $1,085 Shares 5,845 Est. Cost $178.20 Unrealized +2.5%
BAC BANK AMERICA CORP 0.8%
Value ($000) $1,068 Shares 22,565 Est. Cost $42.83 Unrealized -3.2%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,055 Shares 7,366 Est. Cost $145.50 Unrealized -5.8%
MS MORGAN STANLEY 0.7%
Value ($000) $1,038 Shares 7,366 Est. Cost $119.51 Unrealized +1.2%
MRK MERCK & CO INC 0.7%
Value ($000) $1,026 Shares 12,961 Est. Cost $95.37 Unrealized -18.8%
RTX RTX CORPORATION 0.7%
Value ($000) $1,018 Shares 6,970 Est. Cost $123.90 Unrealized +6.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value ($000) $996 Shares 5,429 Est. Cost $156.24 Unrealized +9.1%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $977 Shares 4,773 Est. Cost $188.46 Unrealized -1.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $927 Shares 1,909 Est. Cost $485.38 Unrealized +4.6%
DE DEERE & CO 0.6%
Value ($000) $918 Shares 1,805 Est. Cost $413.99 Unrealized +17.1%
ZTS ZOETIS INC 0.6%
Value ($000) $917 Shares 5,879 Est. Cost $175.46 Unrealized -10.3%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $890 Shares 4,863 Est. Cost $178.68 Unrealized -11.9%
SCHO SCHWAB STRATEGIC TR 0.6%
Value ($000) $858 Shares 35,218 Est. Cost $24.05 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $848 Shares 3,878 Est. Cost $175.85 Unrealized -8.6%
DIS DISNEY WALT CO 0.6%
Value ($000) $840 Shares 6,773 Est. Cost $103.52 Unrealized -0.7%
SCHR SCHWAB STRATEGIC TR 0.6%
Value ($000) $838 Shares 33,480 Est. Cost $24.29 Unrealized
CMI CUMMINS INC 0.6%
Value ($000) $822 Shares 2,511 Est. Cost $343.44 Unrealized -11.0%
SYK STRYKER CORPORATION 0.6%
Value ($000) $803 Shares 2,029 Est. Cost $366.45 Unrealized +1.4%
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $796 Shares 2,915 Est. Cost $271.56 Unrealized -8.2%
CATH GLOBAL X FDS 0.6%
Value ($000) $792 Shares 10,500 Est. Cost $70.84 Unrealized
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $784 Shares 4,208 Est. Cost $179.56 Unrealized -7.6%
CAT CATERPILLAR INC 0.5%
Value ($000) $769 Shares 1,981 Est. Cost $373.44 Unrealized -11.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $752 Shares 2,411 Est. Cost $546.10 Unrealized -31.3%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $750 Shares 1,851 Est. Cost $463.88 Unrealized -10.1%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $719 Shares 7,708 Est. Cost $72.08 Unrealized +14.2%
EOG EOG RES INC 0.5%
Value ($000) $716 Shares 5,983 Est. Cost $123.33 Unrealized -9.1%
HD HOME DEPOT INC 0.5%
Value ($000) $702 Shares 1,915 Est. Cost $393.37 Unrealized -9.5%
PSA PUBLIC STORAGE OPER CO 0.5%
Value ($000) $701 Shares 2,388 Est. Cost $315.96 Unrealized -9.0%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $692 Shares 2,317 Est. Cost $354.74 Unrealized -14.6%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $665 Shares 9,031 Est. Cost $72.02 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $660 Shares 9,514 Est. Cost $56.57 Unrealized +6.7%
IWF ISHARES TR 0.5%
Value ($000) $649 Shares 1,529 Est. Cost $401.57 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.5%
Value ($000) $644 Shares 8,324 Est. Cost $75.17 Unrealized -17.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $635 Shares 5,886 Est. Cost $111.39 Unrealized -6.2%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $617 Shares 998 Est. Cost $586.08 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $596 Shares 103 Est. Cost $4816.03 Unrealized +5.8%
MCD MCDONALDS CORP 0.4%
Value ($000) $589 Shares 2,017 Est. Cost $292.06 Unrealized +3.9%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $585 Shares 2,856 Est. Cost $195.83 Unrealized
IEUR ISHARES TR 0.4%
Value ($000) $566 Shares 8,553 Est. Cost $54.48 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $535 Shares 540 Est. Cost $924.67 Unrealized +7.1%
ETN EATON CORP PLC 0.4%
Value ($000) $505 Shares 1,414 Est. Cost $329.86 Unrealized -7.0%
DEM WISDOMTREE TR 0.4%
Value ($000) $500 Shares 11,042 Est. Cost $40.48 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $483 Shares 2,725 Est. Cost $175.67 Unrealized -6.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $468 Shares 6,737 Est. Cost $75.03 Unrealized -9.2%
HYS PIMCO ETF TR 0.3%
Value ($000) $452 Shares 4,754 Est. Cost $93.68 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $448 Shares 1,643 Est. Cost $302.67 Unrealized -12.1%
IWM ISHARES TR 0.3%
Value ($000) $447 Shares 2,070 Est. Cost $220.96 Unrealized
SPSB SPDR SERIES TRUST 0.3%
Value ($000) $427 Shares 14,152 Est. Cost $29.88 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $404 Shares 3,796 Est. Cost $105.48 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $402 Shares 2,765 Est. Cost $137.31 Unrealized +7.4%
MUB ISHARES TR 0.3%
Value ($000) $402 Shares 3,845 Est. Cost $106.55 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $394 Shares 1,899 Est. Cost $193.15 Unrealized -9.8%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $394 Shares 5,298 Est. Cost $83.42 Unrealized -18.1%
PLD PROLOGIS INC. 0.3%
Value ($000) $379 Shares 3,610 Est. Cost $110.08 Unrealized -7.1%
TEL TE CONNECTIVITY PLC 0.3%
Value ($000) $374 Shares 2,218 Est. Cost $147.52 Unrealized +2.3%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $372 Shares 697 Est. Cost $515.75 Unrealized -4.9%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $361 Shares 722 Est. Cost $486.64 Unrealized -0.1%
PFE PFIZER INC 0.3%
Value ($000) $360 Shares 14,849 Est. Cost $25.12 Unrealized -11.0%
DGRO ISHARES TR 0.2%
Value ($000) $342 Shares 5,345 Est. Cost $61.70 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $342 Shares 1,179 Est. Cost $281.34 Unrealized +2.0%
HDV ISHARES TR 0.2%
Value ($000) $329 Shares 2,805 Est. Cost $113.00 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $326 Shares 1,419 Est. Cost $227.30 Unrealized -3.9%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $308 Shares 1,347 Est. Cost $211.39 Unrealized +8.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $305 Shares 7,028 Est. Cost $44.04 Unrealized -14.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $304 Shares 3,385 Est. Cost $96.07 Unrealized -8.4%
ECL ECOLAB INC 0.2%
Value ($000) $304 Shares 1,127 Est. Cost $247.54 Unrealized +1.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $296 Shares 3,230 Est. Cost $93.94 Unrealized -9.3%
DVY ISHARES TR 0.2%
Value ($000) $267 Shares 2,008 Est. Cost $131.29 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $251 Shares 3,139 Est. Cost $66.67 Unrealized +6.7%
DOW DOW INC 0.2%
Value ($000) $251 Shares 9,489 Est. Cost $39.56 Unrealized -29.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $238 Shares 514 Est. Cost $518.02 Unrealized -11.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $232 Shares 728 Est. Cost $283.58 Unrealized -1.5%
PREF PRINCIPAL EXCHANGE TRADED FD 0.2%
Value ($000) $223 Shares 11,787 Est. Cost $18.61 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $223 Shares 1,669 Est. Cost $118.94 Unrealized -4.5%
HYG ISHARES TR 0.2%
Value ($000) $223 Shares 2,759 Est. Cost $78.65 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $219 Shares 1,109 Est. Cost $226.10 Unrealized -14.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $214 Shares 2,456 Est. Cost $83.91 Unrealized -0.5%
SO SOUTHERN CO 0.1%
Value ($000) $212 Shares 2,305 Est. Cost $84.51 Unrealized +4.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $209 Shares 2,970 Est. Cost $66.14 Unrealized -18.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $209 Shares 2,377 Est. Cost $84.14 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $202 Shares 286 Est. Cost $572.50 Unrealized -0.1%
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $196 Shares 1,492 Est. Cost $136.24 Unrealized -10.0%
GOVT ISHARES TR 0.1%
Value ($000) $195 Shares 8,500 Est. Cost $22.97 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $192 Shares 868 Est. Cost $198.40 Unrealized +6.0%
SPHY SPDR SERIES TRUST 0.1%
Value ($000) $185 Shares 7,762 Est. Cost $23.46 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $179 Shares 2,196 Est. Cost $75.69 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $178 Shares 1,117 Est. Cost $147.00 Unrealized -1.3%
BX BLACKSTONE INC 0.1%
Value ($000) $175 Shares 1,173 Est. Cost $135.11 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $169 Shares 298 Est. Cost $569.57 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $162 Shares 1,200 Est. Cost $137.57 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $148 Shares 1,430 Est. Cost $94.68 Unrealized +7.7%
INGR INGREDION INC 0.1%
Value ($000) $147 Shares 1,085 Est. Cost $140.75 Unrealized -4.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $133 Shares 610 Est. Cost $224.35 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $131 Shares 2,232 Est. Cost $48.90 Unrealized +14.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $129 Shares 4,175 Est. Cost $31.36 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $129 Shares 1,199 Est. Cost $114.59 Unrealized -12.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $129 Shares 1,275 Est. Cost $121.79 Unrealized -22.7%
CME CME GROUP INC 0.1%
Value ($000) $128 Shares 466 Est. Cost $222.83 Unrealized +20.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $121 Shares 2,803 Est. Cost $39.40 Unrealized +6.1%
SPFI SOUTH PLAINS FINANCIAL INC 0.1%
Value ($000) $120 Shares 3,328 Est. Cost $36.27 Unrealized -5.2%
FTV FORTIVE CORP 0.1%
Value ($000) $109 Shares 2,089 Est. Cost $56.20 Unrealized -7.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $108 Shares 919 Est. Cost $115.30 Unrealized +0.1%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $106 Shares 720 Est. Cost $131.76 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $104 Shares 1,375 Est. Cost $73.53 Unrealized -3.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $104 Shares 855 Est. Cost $120.05 Unrealized -1.9%
IAU ISHARES GOLD TR 0.1%
Value ($000) $102 Shares 1,635 Est. Cost $49.50 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $101 Shares 2,826 Est. Cost $34.61 Unrealized -2.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $99 Shares 2,315 Est. Cost $41.83 Unrealized -9.2%
IGSB ISHARES TR 0.1%
Value ($000) $88 Shares 1,660 Est. Cost $51.70 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $87 Shares 393 Est. Cost $261.54 Unrealized -15.6%
ENB ENBRIDGE INC 0.1%
Value ($000) $85 Shares 1,887 Est. Cost $39.83 Unrealized +9.9%
USB US BANCORP DEL 0.1%
Value ($000) $83 Shares 1,840 Est. Cost $46.47 Unrealized -12.3%
FLAHERTY & CRUMRINE DYNAMIC 0.1%
Value ($000) $83 Shares 4,022 Est. Cost $19.93 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $81 Shares 1,646 Est. Cost $51.75 Unrealized -9.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $78 Shares 266 Est. Cost $216.31 Unrealized +17.3%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $75 Shares 1,098 Est. Cost $63.35 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $70 Shares 680 Est. Cost $97.49 Unrealized +0.6%
WESTERN ASSET MUN HIGH INCOM 0.0%
Value ($000) $69 Shares 9,969 Est. Cost $6.80 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $61 Shares 251 Est. Cost $203.03 Unrealized +14.1%
MAS MASCO CORP 0.0%
Value ($000) $56 Shares 870 Est. Cost $78.41 Unrealized -20.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $51 Shares 332 Est. Cost $138.63 Unrealized +10.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $51 Shares 200 Est. Cost $232.52 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $50 Shares 2,778 Est. Cost $19.59 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) $42 Shares 231 Est. Cost $175.23 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $41 Shares 447 Est. Cost $75.52 Unrealized +11.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $39 Shares 213 Est. Cost $142.99 Unrealized +17.0%
NUVEEN MUN INCOME FD INC 0.0%
Value ($000) $39 Shares 3,845 Est. Cost $9.41 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $38 Shares 4,240 Est. Cost $8.71 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $38 Shares 608 Est. Cost $57.09 Unrealized +1.0%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $37 Shares 4,250 Est. Cost $8.59 Unrealized
BP BP PLC 0.0%
Value ($000) $33 Shares 1,100 Est. Cost $29.55 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $32 Shares 8,750 Est. Cost $3.55 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $31 Shares 704 Est. Cost $42.93 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $27 Shares 156 Est. Cost $159.62 Unrealized +0.4%
EEM ISHARES TR 0.0%
Value ($000) $24 Shares 504 Est. Cost $43.06 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $24 Shares 118 Est. Cost $194.56 Unrealized +1.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $24 Shares 132 Est. Cost $169.47 Unrealized +1.5%
NVS NOVARTIS AG 0.0%
Value ($000) $24 Shares 195 Est. Cost $118.46 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $23 Shares 237 Est. Cost $114.53 Unrealized -18.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.95 Unrealized +0.8%
HAS HASBRO INC 0.0%
Value ($000) $20 Shares 268 Est. Cost $61.07 Unrealized +0.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $19 Shares 474 Est. Cost $37.71 Unrealized -3.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $19 Shares 66 Est. Cost $274.49 Unrealized -2.3%
C CITIGROUP INC 0.0%
Value ($000) $18 Shares 212 Est. Cost $65.38 Unrealized +8.9%
TRP TC ENERGY CORP 0.0%
Value ($000) $18 Shares 363 Est. Cost $47.69 Unrealized +1.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $16 Shares 240 Est. Cost $63.61 Unrealized +2.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $16 Shares 500 Est. Cost $36.44 Unrealized -14.3%
GLW CORNING INC 0.0%
Value ($000) $14 Shares 272 Est. Cost $46.83 Unrealized -1.1%
MMM 3M CO 0.0%
Value ($000) $13 Shares 85 Est. Cost $128.38 Unrealized +10.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $12 Shares 710 Est. Cost $14.89 Unrealized -1.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $12 Shares 170 Est. Cost $53.65 Unrealized +19.6%
MCK MCKESSON CORP 0.0%
Value ($000) $11 Shares 15 Est. Cost $557.26 Unrealized +26.3%
IYZ ISHARES TR 0.0%
Value ($000) $11 Shares 365 Est. Cost $26.82 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $10 Shares 48 Est. Cost $222.56 Unrealized -13.4%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $10 Shares 200 Est. Cost $54.79 Unrealized -14.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $10 Shares 500 Est. Cost $28.28 Unrealized -27.3%
FLEX FLEX LTD 0.0%
Value ($000) $10 Shares 203 Est. Cost $37.01 Unrealized +5.3%
INTU INTUIT 0.0%
Value ($000) $9 Shares 12 Est. Cost $634.69 Unrealized +6.3%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $9 Shares 193 Est. Cost $44.18 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $8 Shares 52 Est. Cost $156.19 Unrealized -0.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $522.72 Unrealized -10.9%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $8 Shares 94 Est. Cost $73.28 Unrealized +11.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $7 Shares 62 Est. Cost $79.25 Unrealized +15.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $544.39 Unrealized +3.3%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $346.27 Unrealized +3.6%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $148.59 Unrealized -4.5%
HESS CORP 0.0%
Value ($000) $5 Shares 39 Est. Cost $133.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $5 Shares 24 Est. Cost $208.34 Unrealized +2.8%
DOV DOVER CORP 0.0%
Value ($000) $5 Shares 29 Est. Cost $193.06 Unrealized -10.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $503.12 Unrealized -1.3%
ABT ABBOTT LABS 0.0%
Value ($000) $5 Shares 37 Est. Cost $113.33 Unrealized +15.2%
CTVA CORTEVA INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $58.42 Unrealized +13.3%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $149.63 Unrealized +1.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $4 Shares 55 Est. Cost $76.85 Unrealized -1.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $161.18 Unrealized -5.4%
CF CF INDS HLDGS INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $84.24 Unrealized -0.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $4 Shares 12 Est. Cost $369.58 Unrealized -6.8%
KO COCA COLA CO 0.0%
Value ($000) $4 Shares 58 Est. Cost $63.09 Unrealized +10.6%
CPRT COPART INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $56.95 Unrealized -1.7%
ANSYS INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $337.27 Unrealized
ITT ITT INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $149.74 Unrealized -4.9%
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $83.66 Unrealized -13.6%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.16 Unrealized -15.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $409.27 Unrealized -3.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $135.90 Unrealized -18.8%
FDX FEDEX CORP 0.0%
Value ($000) $3 Shares 15 Est. Cost $271.73 Unrealized -20.8%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $104.03 Unrealized -6.0%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 136 Est. Cost $20.90 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 125 Est. Cost $27.53 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $101.87 Unrealized -24.8%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $192.63 Unrealized -30.8%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.82 Unrealized -4.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 88 Est. Cost $6.90 Unrealized -43.8%