Alpine Bank Wealth Management Diversified Active

CIK: 0001974910 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 22, 2025

Total Value ($000): $710,545 (100.0% shares, 0.0% debt)

Holdings (420)

SPMO Invesco S&P 500 Momentum ETF 14.6%
Value ($000) $103,447 Shares 854,512 Est. Cost $97.76 Unrealized
JCPB J P Morgan CORE Plus Bond ETF 10.5%
Value ($000) $74,879 Shares 1,574,742 Est. Cost $47.28 Unrealized
USFR Wisdomtree Floating Rate Treas 9.8%
Value ($000) $69,309 Shares 1,378,741 Est. Cost $50.24 Unrealized
GDE WisdomTree ETF Equity Gold S 6.3%
Value ($000) $44,714 Shares 778,858 Est. Cost $48.63 Unrealized
SPHQ Invesco S&P 500 Quality ETF 5.6%
Value ($000) $40,145 Shares 547,754 Est. Cost $67.02 Unrealized
VUG Vanguard Growth ETF 5.0%
Value ($000) $35,600 Shares 74,226 Est. Cost $448.92 Unrealized
IVV iShares SP 500 ETF 4.0%
Value ($000) $28,564 Shares 42,678 Est. Cost $577.29 Unrealized
VUSB Vanguard Ultra-Short Bond ETF 3.6%
Value ($000) $25,900 Shares 518,045 Est. Cost $49.86 Unrealized
IJH iShares Core S&P Mid-Cap 3.1%
Value ($000) $21,776 Shares 333,677 Est. Cost $62.32 Unrealized
IWM iShares Russell 2000 1.8%
Value ($000) $12,467 Shares 51,525 Est. Cost $220.89 Unrealized
IVW iShares SP 500 Growth ETF 1.4%
Value ($000) $9,715 Shares 80,475 Est. Cost $95.75 Unrealized
TBIL US Treasury 3 Month Bill ETF 1.2%
Value ($000) $8,673 Shares 173,461 Est. Cost $50.01 Unrealized
MSFT Microsoft Corp 1.0%
Value ($000) $7,418 Shares 14,321 Est. Cost $423.10 Unrealized +20.2%
CL Colgate Palmolive Co 0.9%
Value ($000) $6,569 Shares 82,176 Est. Cost $98.92 Unrealized -14.4%
JEPI JPMorgan Equity Premium Income 0.9%
Value ($000) $6,235 Shares 109,195 Est. Cost $56.86 Unrealized
AAPL Apple Inc 0.8%
Value ($000) $6,008 Shares 23,595 Est. Cost $221.95 Unrealized +1.6%
NVDA NVIDIA Corp 0.8%
Value ($000) $5,754 Shares 30,839 Est. Cost $118.27 Unrealized +47.4%
JPM JPMorgan Chase & Co 0.8%
Value ($000) $5,576 Shares 17,679 Est. Cost $204.96 Unrealized +44.4%
BRK/A Berkshire Hathaway Inc Class A 0.7%
Value ($000) $5,279 Shares 7 Est. Cost $663906.25 Unrealized +9.5%
IDMO Invesco S&P Intl Developed Mom 0.7%
Value ($000) $5,244 Shares 97,132 Est. Cost $44.39 Unrealized
VOE Vanguard Mid-Cap Value Index E 0.7%
Value ($000) $5,219 Shares 29,895 Est. Cost $167.67 Unrealized
IVE iShares SP 500 Value ETF 0.7%
Value ($000) $5,151 Shares 24,944 Est. Cost $197.17 Unrealized
GOOG Alphabet Inc Class C 0.7%
Value ($000) $5,077 Shares 20,844 Est. Cost $169.40 Unrealized +23.9%
VO Vanguard Mid-Cap ETF 0.7%
Value ($000) $4,808 Shares 16,367 Est. Cost $263.83 Unrealized
AVGO Broadcom Inc 0.7%
Value ($000) $4,803 Shares 14,558 Est. Cost $210.16 Unrealized +45.5%
USMV iShares Edge MSCI Min Vol USA 0.7%
Value ($000) $4,650 Shares 48,873 Est. Cost $91.74 Unrealized
ABBV AbbVie Inc. 0.6%
Value ($000) $4,209 Shares 18,180 Est. Cost $189.39 Unrealized +6.6%
ORCL Oracle Corp 0.6%
Value ($000) $4,190 Shares 14,898 Est. Cost $145.67 Unrealized +74.5%
XVV Ishares ESG Screened S&P 500 E 0.6%
Value ($000) $4,189 Shares 81,311 Est. Cost $43.91 Unrealized
VEU Vanguard FTSE All-Wld ex-US ET 0.6%
Value ($000) $3,976 Shares 55,705 Est. Cost $63.00 Unrealized
VB Vanguard Small-Cap ETF 0.6%
Value ($000) $3,953 Shares 15,546 Est. Cost $237.21 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.5%
Value ($000) $3,792 Shares 7,542 Est. Cost $443.02 Unrealized +9.3%
VEA Vanguard FTSE Developed Market 0.5%
Value ($000) $3,506 Shares 58,519 Est. Cost $52.81 Unrealized
OBIL US Treasury 12 Month Bill ETF 0.5%
Value ($000) $3,498 Shares 69,540 Est. Cost $50.28 Unrealized
VBK Vanguard Small -Cap Growth ETF 0.5%
Value ($000) $3,457 Shares 11,614 Est. Cost $267.37 Unrealized
META Meta Platforms Inc 0.4%
Value ($000) $3,159 Shares 4,301 Est. Cost $512.12 Unrealized +45.1%
LOW Lowes Companies Inc 0.4%
Value ($000) $3,108 Shares 12,366 Est. Cost $236.16 Unrealized +3.4%
GS Goldman Sachs Group Inc 0.4%
Value ($000) $2,716 Shares 3,410 Est. Cost $475.08 Unrealized +54.7%
JAAA Janus Henderson AAA CLO 0.4%
Value ($000) $2,649 Shares 52,175 Est. Cost $50.88 Unrealized
VBR Vanguard Small- Cap Value ETF 0.4%
Value ($000) $2,647 Shares 12,685 Est. Cost $200.78 Unrealized
IJK iShares S&P Mid-Cap 400 Growth 0.4%
Value ($000) $2,632 Shares 27,450 Est. Cost $91.93 Unrealized
AMZN Amazon.com Inc 0.3%
Value ($000) $2,478 Shares 11,284 Est. Cost $183.75 Unrealized +23.2%
XOM Exxon Mobil Corp 0.3%
Value ($000) $2,473 Shares 21,930 Est. Cost $109.78 Unrealized -0.1%
VTV Vanguard Value ETF 0.3%
Value ($000) $2,465 Shares 13,220 Est. Cost $174.57 Unrealized
IJS iShares SP Small Cap 600 Value 0.3%
Value ($000) $2,311 Shares 20,900 Est. Cost $107.66 Unrealized
IWS iShares Russell Mid-Cap Value 0.3%
Value ($000) $2,094 Shares 14,995 Est. Cost $132.25 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $2,080 Shares 15,533 Est. Cost $107.07 Unrealized +22.0%
XBIL US Treasury 6 Month Bill ETF 0.3%
Value ($000) $2,000 Shares 39,850 Est. Cost $50.20 Unrealized
GOOGL Alphabet Inc Class A 0.3%
Value ($000) $1,913 Shares 7,870 Est. Cost $166.73 Unrealized +25.5%
IJR iShares Core S&P Small-Cap ETF 0.3%
Value ($000) $1,874 Shares 15,772 Est. Cost $116.96 Unrealized
AXP American Express Co 0.3%
Value ($000) $1,809 Shares 5,445 Est. Cost $245.13 Unrealized +29.1%
ADP Automatic Data Processing Inc 0.2%
Value ($000) $1,756 Shares 5,984 Est. Cost $253.49 Unrealized +17.5%
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $1,694 Shares 18,535 Est. Cost $94.23 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $1,658 Shares 11,805 Est. Cost $162.90 Unrealized -13.8%
MCD McDonald's Corp 0.2%
Value ($000) $1,658 Shares 5,455 Est. Cost $266.70 Unrealized +13.0%
CVX Chevron Corp 0.2%
Value ($000) $1,647 Shares 10,603 Est. Cost $139.80 Unrealized +8.9%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $1,634 Shares 17,503 Est. Cost $83.63 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $1,544 Shares 18,249 Est. Cost $82.83 Unrealized +6.9%
NSC Norfork Southern Corp 0.2%
Value ($000) $1,530 Shares 5,092 Est. Cost $233.00 Unrealized +18.5%
SIVR Abrdn Silver Shares ETF 0.2%
Value ($000) $1,512 Shares 34,000 Est. Cost $32.51 Unrealized
EAGG iShares ESG Aware US Aggregate 0.2%
Value ($000) $1,472 Shares 30,646 Est. Cost $47.65 Unrealized
IQLT Ishares MSCI Intl Quality Fact 0.2%
Value ($000) $1,453 Shares 32,876 Est. Cost $42.38 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $1,424 Shares 4,847 Est. Cost $244.61 Unrealized
LQDH Ishares Interest Rate Hedged C 0.2%
Value ($000) $1,377 Shares 14,722 Est. Cost $92.27 Unrealized
TSLA Tesla, Inc 0.2%
Value ($000) $1,362 Shares 3,063 Est. Cost $334.13 Unrealized +3.8%
JNJ Johnson & Johnson 0.2%
Value ($000) $1,344 Shares 7,251 Est. Cost $152.66 Unrealized +11.0%
SYK Stryker Corp 0.2%
Value ($000) $1,204 Shares 3,258 Est. Cost $340.46 Unrealized +12.9%
IBM International Business Machine 0.2%
Value ($000) $1,146 Shares 4,063 Est. Cost $189.62 Unrealized +36.9%
HD The Home Depot Inc 0.2%
Value ($000) $1,092 Shares 2,694 Est. Cost $353.94 Unrealized +10.0%
MRK Merck & Co Inc 0.2%
Value ($000) $1,089 Shares 12,974 Est. Cost $112.96 Unrealized -28.3%
IWP iShares Russell Mid-Cap Growth 0.2%
Value ($000) $1,088 Shares 7,640 Est. Cost $117.29 Unrealized
MTBA Simplify MBS ETF 0.2%
Value ($000) $1,078 Shares 21,414 Est. Cost $51.44 Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.2%
Value ($000) $1,078 Shares 8,310 Est. Cost $123.62 Unrealized
MA Mastercard Inc A 0.1%
Value ($000) $1,034 Shares 1,817 Est. Cost $464.01 Unrealized +23.6%
SGOL Etfs Gold Tr 0.1%
Value ($000) $1,031 Shares 28,000 Est. Cost $34.17 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $1,010 Shares 5,497 Est. Cost $192.71 Unrealized +0.3%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $956 Shares 3,505 Est. Cost $263.17 Unrealized +8.5%
COST Costco Wholesale Corp 0.1%
Value ($000) $933 Shares 1,008 Est. Cost $884.17 Unrealized +8.2%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $910 Shares 10,425 Est. Cost $78.05 Unrealized
ISPY ProShares S&P 500 High Income 0.1%
Value ($000) $883 Shares 19,576 Est. Cost $44.73 Unrealized
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $876 Shares 19,657 Est. Cost $44.29 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $872 Shares 5,676 Est. Cost $164.20 Unrealized -5.7%
TLTW iShares 20 Year Treasury Bond 0.1%
Value ($000) $871 Shares 37,263 Est. Cost $23.35 Unrealized
HON Honeywell International Inc 0.1%
Value ($000) $867 Shares 4,118 Est. Cost $189.14 Unrealized +9.5%
PFE Pfizer Inc 0.1%
Value ($000) $865 Shares 33,946 Est. Cost $26.55 Unrealized -9.0%
IWF iShares Russell 1000 Growth ET 0.1%
Value ($000) $860 Shares 1,836 Est. Cost $377.55 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $830 Shares 1,088 Est. Cost $885.59 Unrealized -16.2%
UNP Union Pacific Corp 0.1%
Value ($000) $793 Shares 3,354 Est. Cost $230.89 Unrealized -3.4%
BUCK Simplify Treasury Option Incom 0.1%
Value ($000) $773 Shares 32,420 Est. Cost $23.82 Unrealized
PFLD AAM Low Dur Preferred Income E 0.1%
Value ($000) $771 Shares 39,146 Est. Cost $19.69 Unrealized
GE General Electric Co 0.1%
Value ($000) $765 Shares 2,542 Est. Cost $177.27 Unrealized +53.8%
NFLX Netflix Inc 0.1%
Value ($000) $741 Shares 618 Est. Cost $79.05 Unrealized +54.4%
V Visa Inc Class A 0.1%
Value ($000) $693 Shares 2,029 Est. Cost $273.23 Unrealized +26.3%
AFL Aflac Inc 0.1%
Value ($000) $681 Shares 6,100 Est. Cost $98.75 Unrealized +5.5%
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $668 Shares 4,741 Est. Cost $128.89 Unrealized
MLPA Global X MLP ETF 0.1%
Value ($000) $668 Shares 13,800 Est. Cost $48.65 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $664 Shares 10,017 Est. Cost $65.61 Unrealized +3.5%
USG USCF Gold Strategy Plus Income 0.1%
Value ($000) $663 Shares 17,094 Est. Cost $38.26 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $628 Shares 1,316 Est. Cost $334.77 Unrealized +27.1%
SPY SPDR SP 500 ETF 0.1%
Value ($000) $620 Shares 930 Est. Cost $573.76 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $614 Shares 143 Est. Cost $3450.47 Unrealized +16.3%
RTX RTX CORP 0.1%
Value ($000) $612 Shares 3,660 Est. Cost $111.08 Unrealized +38.9%
PM Philip Morris International In 0.1%
Value ($000) $590 Shares 3,637 Est. Cost $114.05 Unrealized +44.8%
CI Cigna Corp 0.1%
Value ($000) $575 Shares 1,994 Est. Cost $295.68 Unrealized -0.8%
IWD Ishares TR Russell 1000 Value 0.1%
Value ($000) $575 Shares 2,823 Est. Cost $189.86 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $558 Shares 11,058 Est. Cost $65.64 Unrealized -24.7%
BAC Bank of America Corporation 0.1%
Value ($000) $534 Shares 10,354 Est. Cost $38.77 Unrealized +24.7%
LMT Lockheed Martin Corp 0.1%
Value ($000) $531 Shares 1,063 Est. Cost $516.36 Unrealized -13.2%
NKE Nike Inc Class B 0.1%
Value ($000) $505 Shares 7,244 Est. Cost $75.76 Unrealized -2.6%
ZDEK Innovator Etfs Trust 0.1%
Value ($000) $474 Shares 18,750 Est. Cost $24.54 Unrealized
ZFEB Innovator Etfs Trust 0.1%
Value ($000) $468 Shares 18,750 Est. Cost $24.38 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $455 Shares 10,079 Est. Cost $43.65 Unrealized +4.3%
EMR Emerson Electric Co 0.1%
Value ($000) $438 Shares 3,340 Est. Cost $105.08 Unrealized +28.9%
IWO iShares Russell 2000 Growth ET 0.1%
Value ($000) $419 Shares 1,310 Est. Cost $284.00 Unrealized
IWL iShares Russell Top 200 ETF 0.1%
Value ($000) $415 Shares 2,500 Est. Cost $140.44 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $391 Shares 2,750 Est. Cost $135.07 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $388 Shares 1,391 Est. Cost $215.32 Unrealized +23.5%
MGC Vanguard Mega Cap Index Fund E 0.1%
Value ($000) $376 Shares 1,541 Est. Cost $224.92 Unrealized
INTC Intel Corp 0.1%
Value ($000) $376 Shares 11,200 Est. Cost $24.89 Unrealized -2.7%
DOV Dover Corp 0.0%
Value ($000) $355 Shares 2,128 Est. Cost $179.40 Unrealized -0.4%
DUK Duke Energy Corp 0.0%
Value ($000) $353 Shares 2,852 Est. Cost $105.91 Unrealized +13.1%
CLX Clorox Co 0.0%
Value ($000) $343 Shares 2,785 Est. Cost $141.19 Unrealized -13.4%
BLK Blackrock Inc 0.0%
Value ($000) $328 Shares 281 Est. Cost $971.26 Unrealized +14.2%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $317 Shares 3,285 Est. Cost $88.14 Unrealized
BMI Badger Meter Inc 0.0%
Value ($000) $305 Shares 1,708 Est. Cost $198.39 Unrealized -1.2%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $303 Shares 800 Est. Cost $326.73 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $301 Shares 397 Est. Cost $581.03 Unrealized +26.5%
GEV Ge Vernova Inc 0.0%
Value ($000) $298 Shares 485 Est. Cost $348.14 Unrealized +73.9%
ETN Eaton Corp PLC 0.0%
Value ($000) $298 Shares 796 Est. Cost $305.54 Unrealized +18.9%
MO Altria Group Inc 0.0%
Value ($000) $297 Shares 4,496 Est. Cost $45.53 Unrealized +34.9%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $291 Shares 1,428 Est. Cost $177.10 Unrealized +8.1%
AGRH Ishares Interest Rate Hedged U 0.0%
Value ($000) $275 Shares 10,545 Est. Cost $25.98 Unrealized
GWW W. W. Grainger Inc 0.0%
Value ($000) $272 Shares 285 Est. Cost $956.89 Unrealized +4.6%
SHW Sherwin-Williams Co 0.0%
Value ($000) $270 Shares 781 Est. Cost $345.18 Unrealized +1.8%
AMGN Amgen Inc 0.0%
Value ($000) $266 Shares 941 Est. Cost $313.17 Unrealized -8.5%
AON Aon Plc 0.0%
Value ($000) $259 Shares 725 Est. Cost $324.38 Unrealized +11.4%
T AT&T Inc 0.0%
Value ($000) $257 Shares 9,112 Est. Cost $18.78 Unrealized +49.5%
DIS The Walt Disney Co 0.0%
Value ($000) $256 Shares 2,238 Est. Cost $92.92 Unrealized +25.9%
IAU iShares Gold Trust 0.0%
Value ($000) $252 Shares 3,461 Est. Cost $49.70 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $247 Shares 2,611 Est. Cost $105.08 Unrealized -11.2%
GLW Corning Inc 0.0%
Value ($000) $246 Shares 3,000 Est. Cost $64.97 Unrealized 0.0%
LIN Linde Plc 0.0%
Value ($000) $245 Shares 515 Est. Cost $445.58 Unrealized +5.6%
WMT Walmart Inc 0.0%
Value ($000) $235 Shares 2,276 Est. Cost $77.55 Unrealized +28.0%
SO Southern Co 0.0%
Value ($000) $233 Shares 2,460 Est. Cost $81.83 Unrealized +12.7%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $233 Shares 1,870 Est. Cost $130.73 Unrealized -3.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $230 Shares 378 Est. Cost $477.53 Unrealized +18.0%
TSM Taiwan Semiconductor MFG Co Lt 0.0%
Value ($000) $229 Shares 820 Est. Cost $178.42 Unrealized
BHP BHP Billiton Ltd 0.0%
Value ($000) $223 Shares 4,000 Est. Cost $50.05 Unrealized
XOVR Entrepreneurshares Series Trus 0.0%
Value ($000) $211 Shares 10,000 Est. Cost $19.09 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $211 Shares 500 Est. Cost $287.98 Unrealized +32.2%
DE Deere & Co 0.0%
Value ($000) $208 Shares 455 Est. Cost $380.66 Unrealized +28.6%
XEL Xcel Energy Inc 0.0%
Value ($000) $204 Shares 2,535 Est. Cost $65.19 Unrealized +9.4%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $204 Shares 1,211 Est. Cost $162.09 Unrealized +9.7%
SYY Sysco Corp 0.0%
Value ($000) $203 Shares 2,463 Est. Cost $72.12 Unrealized +9.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $203 Shares 1,252 Est. Cost $154.59 Unrealized +4.4%
TJX TJX Companies Inc 0.0%
Value ($000) $201 Shares 1,389 Est. Cost $114.79 Unrealized +15.2%
ECL Ecolab Inc 0.0%
Value ($000) $200 Shares 730 Est. Cost $249.61 Unrealized +8.3%
CBRE Cbre Group Inc 0.0%
Value ($000) $199 Shares 1,264 Est. Cost $135.89 Unrealized +13.8%
GD General Dynamics Corp 0.0%
Value ($000) $192 Shares 563 Est. Cost $286.51 Unrealized +9.5%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $182 Shares 1,600 Est. Cost $107.65 Unrealized
VZ Verizon Communications Inc 0.0%
Value ($000) $181 Shares 4,123 Est. Cost $38.39 Unrealized +10.7%
SCHD Schwab Strategic Tr Us Dividen 0.0%
Value ($000) $181 Shares 6,636 Est. Cost $46.82 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $181 Shares 1,300 Est. Cost $129.09 Unrealized +8.5%
IJT iShares SP Small Cap 600 Growt 0.0%
Value ($000) $177 Shares 1,250 Est. Cost $139.49 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $175 Shares 814 Est. Cost $172.85 Unrealized +15.8%
SHOP Shopify Inc Class A 0.0%
Value ($000) $174 Shares 1,174 Est. Cost $76.10 Unrealized +78.2%
SHEL Shell PLC 0.0%
Value ($000) $172 Shares 2,400 Est. Cost $73.28 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $167 Shares 1,050 Est. Cost $96.90 Unrealized +51.1%
NVO Novo Nordisk A/S 0.0%
Value ($000) $166 Shares 3,000 Est. Cost $119.07 Unrealized
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $165 Shares 1,200 Est. Cost $128.28 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $162 Shares 973 Est. Cost $168.24 Unrealized -6.6%
CSCO Cisco Systems Inc 0.0%
Value ($000) $159 Shares 2,320 Est. Cost $50.81 Unrealized +32.6%
UTWO US Treasury 2 Year Note ETF 0.0%
Value ($000) $155 Shares 3,200 Est. Cost $48.54 Unrealized
BA Boeing Co 0.0%
Value ($000) $155 Shares 717 Est. Cost $175.00 Unrealized +28.8%
ZSEP Equity Defined Protection ETF 0.0%
Value ($000) $151 Shares 5,700 Est. Cost $25.26 Unrealized
TROW T. Rowe Price Group Inc 0.0%
Value ($000) $149 Shares 1,450 Est. Cost $102.19 Unrealized +0.6%
CRM Salesforce.com Inc 0.0%
Value ($000) $148 Shares 624 Est. Cost $259.81 Unrealized -3.2%
COR Cencora Inc 0.0%
Value ($000) $147 Shares 471 Est. Cost $251.24 Unrealized +16.8%
MMM 3M Co 0.0%
Value ($000) $143 Shares 920 Est. Cost $119.14 Unrealized +28.5%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $139 Shares 397 Est. Cost $277.47 Unrealized +24.0%
EQIX Equinix Inc 0.0%
Value ($000) $139 Shares 177 Est. Cost $794.65 Unrealized -2.6%
APP Applovin Corp 0.0%
Value ($000) $123 Shares 171 Est. Cost $390.95 Unrealized +18.0%
BX Blackstone Inc 0.0%
Value ($000) $123 Shares 718 Est. Cost $152.43 Unrealized +11.2%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $120 Shares 557 Est. Cost $198.06 Unrealized
CRWD Crowdstrike Holdings Inc 0.0%
Value ($000) $118 Shares 240 Est. Cost $298.33 Unrealized +52.4%
TKR The Timken Co 0.0%
Value ($000) $113 Shares 1,500 Est. Cost $82.24 Unrealized -6.2%
CEG Constellation Energy Corp 0.0%
Value ($000) $112 Shares 340 Est. Cost $265.20 Unrealized +21.5%
INTU Intuit Inc 0.0%
Value ($000) $111 Shares 162 Est. Cost $597.47 Unrealized +20.4%
NOW ServiceNow Inc 0.0%
Value ($000) $110 Shares 120 Est. Cost $167.39 Unrealized +11.6%
EW Edwards Lifesciences Corp. 0.0%
Value ($000) $108 Shares 1,392 Est. Cost $72.90 Unrealized +7.2%
VTI Vanguard Total Stock Market ET 0.0%
Value ($000) $107 Shares 325 Est. Cost $303.93 Unrealized
DHI D.R. Horton Inc 0.0%
Value ($000) $106 Shares 626 Est. Cost $161.23 Unrealized -2.9%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $102 Shares 946 Est. Cost $89.96 Unrealized +11.7%
NEE NextEra Energy Inc 0.0%
Value ($000) $100 Shares 1,326 Est. Cost $74.08 Unrealized -2.5%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $99 Shares 202 Est. Cost $445.58 Unrealized +14.5%
XLK Technology Select Sector SPDR 0.0%
Value ($000) $97 Shares 345 Est. Cost $253.23 Unrealized
IGSB iShares Short-Term Corporate B 0.0%
Value ($000) $97 Shares 1,831 Est. Cost $52.67 Unrealized
ACN Accenture PLC Class A 0.0%
Value ($000) $97 Shares 392 Est. Cost $322.76 Unrealized -19.3%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $96 Shares 500 Est. Cost $163.95 Unrealized +6.4%
AVB AvalonBay Communties Inc 0.0%
Value ($000) $93 Shares 484 Est. Cost $205.33 Unrealized -6.9%
FERG Ferguson Enterprises Inc 0.0%
Value ($000) $93 Shares 414 Est. Cost $224.73 Unrealized 0.0%
SPOT Spotify Technology SA 0.0%
Value ($000) $89 Shares 128 Est. Cost $558.87 Unrealized +25.1%
SNOW Snowflake Inc 0.0%
Value ($000) $89 Shares 394 Est. Cost $150.43 Unrealized +42.7%
D Dominion Energy Inc 0.0%
Value ($000) $88 Shares 1,446 Est. Cost $51.93 Unrealized +12.3%
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $88 Shares 1,262 Est. Cost $61.51 Unrealized
HPQ HP Inc 0.0%
Value ($000) $87 Shares 3,200 Est. Cost $30.36 Unrealized -13.9%
TGT Target Corp 0.0%
Value ($000) $87 Shares 970 Est. Cost $140.16 Unrealized -31.0%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $87 Shares 335 Est. Cost $248.61 Unrealized +8.6%
MCK McKesson Corp 0.0%
Value ($000) $86 Shares 111 Est. Cost $553.37 Unrealized +27.0%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $84 Shares 585 Est. Cost $145.60 Unrealized
MGK Vanguard World Fund Mega Growt 0.0%
Value ($000) $84 Shares 209 Est. Cost $366.17 Unrealized
WTRG Essential Utilities Inc 0.0%
Value ($000) $83 Shares 2,082 Est. Cost $39.30 Unrealized -3.0%
UBER Uber Technologies Inc 0.0%
Value ($000) $77 Shares 781 Est. Cost $70.40 Unrealized +32.8%
BIIB Biogen Inc 0.0%
Value ($000) $76 Shares 545 Est. Cost $209.21 Unrealized -35.4%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $76 Shares 340 Est. Cost $206.76 Unrealized +4.3%
ENB Enbridge Inc 0.0%
Value ($000) $75 Shares 1,492 Est. Cost $35.52 Unrealized +29.8%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $75 Shares 192 Est. Cost $473.57 Unrealized -11.8%
DELL Dell Technologies Inc 0.0%
Value ($000) $75 Shares 527 Est. Cost $113.89 Unrealized +13.4%
YUM Yum Brands Inc 0.0%
Value ($000) $74 Shares 489 Est. Cost $135.83 Unrealized +7.5%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $72 Shares 162 Est. Cost $476.52 Unrealized +0.7%
GILD Gilead Sciences Inc 0.0%
Value ($000) $71 Shares 639 Est. Cost $74.60 Unrealized +50.5%
TMUS T-mobile Us Inc 0.0%
Value ($000) $69 Shares 290 Est. Cost $187.42 Unrealized +28.2%
SONY Sony Group Corporation 0.0%
Value ($000) $68 Shares 2,350 Est. Cost $39.63 Unrealized
NULG Nuveen ESG Large-Cap Growth ET 0.0%
Value ($000) $67 Shares 672 Est. Cost $82.63 Unrealized
RSG Republic Services Inc Class A 0.0%
Value ($000) $64 Shares 279 Est. Cost $198.48 Unrealized +17.5%
SAP SAP SE ADR 0.0%
Value ($000) $62 Shares 232 Est. Cost $229.10 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $61 Shares 585 Est. Cost $110.56 Unrealized -6.6%
KLAC KLA Corp 0.0%
Value ($000) $59 Shares 55 Est. Cost $783.55 Unrealized +18.7%
DLR Digital Rlty Tr Inc 0.0%
Value ($000) $59 Shares 340 Est. Cost $146.88 Unrealized +14.8%
CB Chubb Ltd 0.0%
Value ($000) $58 Shares 204 Est. Cost $270.79 Unrealized +1.6%
AXON Axon Enterprise Inc 0.0%
Value ($000) $55 Shares 77 Est. Cost $585.29 Unrealized +29.6%
FBIN Fortune Brands Home & Sec 0.0%
Value ($000) $55 Shares 1,022 Est. Cost $65.69 Unrealized -15.2%
AZN AstraZeneca PLC ADR 0.0%
Value ($000) $54 Shares 700 Est. Cost $76.74 Unrealized
BR Broadridge Final Solutions In 0.0%
Value ($000) $52 Shares 219 Est. Cost $204.45 Unrealized +20.9%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $51 Shares 85 Est. Cost $488.07 Unrealized
CMG Chipotle Mexican Grill Inc Cla 0.0%
Value ($000) $51 Shares 1,300 Est. Cost $55.35 Unrealized -18.7%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $50 Shares 1,892 Est. Cost $26.34 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $49 Shares 9 Est. Cost $3794.03 Unrealized +46.6%
ROP Roper Technologies Inc 0.0%
Value ($000) $46 Shares 92 Est. Cost $559.36 Unrealized -5.0%
SPGI SP Global Inc 0.0%
Value ($000) $43 Shares 89 Est. Cost $491.69 Unrealized +8.6%
PKG Packaging Corp of America 0.0%
Value ($000) $43 Shares 198 Est. Cost $191.85 Unrealized +6.3%
NEM Newmont Goldcorp Corp 0.0%
Value ($000) $42 Shares 495 Est. Cost $43.26 Unrealized +60.4%
VONV Vanguard Russell 1000 Value ET 0.0%
Value ($000) $41 Shares 460 Est. Cost $83.33 Unrealized
DDOG Datadog Inc 0.0%
Value ($000) $41 Shares 285 Est. Cost $116.83 Unrealized +17.9%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $39 Shares 1,600 Est. Cost $19.41 Unrealized +12.8%
DXCM DexCom Inc 0.0%
Value ($000) $39 Shares 581 Est. Cost $81.98 Unrealized -3.5%
NVS Novartis Ag ADR 0.0%
Value ($000) $38 Shares 300 Est. Cost $115.02 Unrealized
HUBS HubSpot Inc 0.0%
Value ($000) $38 Shares 82 Est. Cost $585.68 Unrealized -14.1%
SLB Schlumberger Ltd 0.0%
Value ($000) $38 Shares 1,099 Est. Cost $40.51 Unrealized -15.2%
MTN Vail Resorts, Inc. 0.0%
Value ($000) $37 Shares 250 Est. Cost $178.91 Unrealized -13.2%
RACE Ferrari NV 0.0%
Value ($000) $37 Shares 76 Est. Cost $448.42 Unrealized +6.8%
RGLD Royal Gold Inc 0.0%
Value ($000) $36 Shares 178 Est. Cost $136.84 Unrealized +26.4%
HTGC Hercules Capital Inc 0.0%
Value ($000) $35 Shares 1,829 Est. Cost $17.71 Unrealized +8.2%
CTAS Cintas Corporation 0.0%
Value ($000) $34 Shares 167 Est. Cost $210.99 Unrealized +0.9%
RJF Raymond James Financial Inc 0.0%
Value ($000) $34 Shares 197 Est. Cost $114.48 Unrealized +43.8%
WFC Wells Fargo & Co 0.0%
Value ($000) $34 Shares 405 Est. Cost $54.85 Unrealized +46.7%
USB U.S. Bancorp 0.0%
Value ($000) $34 Shares 700 Est. Cost $41.12 Unrealized +12.7%
AL Air Lease Corporation Class A 0.0%
Value ($000) $33 Shares 525 Est. Cost $46.22 Unrealized +28.5%
WWD Woodward Inc 0.0%
Value ($000) $33 Shares 132 Est. Cost $183.99 Unrealized +34.7%
BSX Boston Scientific Corp 0.0%
Value ($000) $33 Shares 340 Est. Cost $103.56 Unrealized 0.0%
ORI Old Republic International Cor 0.0%
Value ($000) $33 Shares 780 Est. Cost $28.98 Unrealized +24.4%
BIV Vanguard Intermediate- Term Bo 0.0%
Value ($000) $33 Shares 424 Est. Cost $78.09 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $33 Shares 234 Est. Cost $155.86 Unrealized -9.8%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $33 Shares 300 Est. Cost $63.85 Unrealized +58.7%
EVRG Evergy Inc 0.0%
Value ($000) $33 Shares 429 Est. Cost $63.12 Unrealized +11.3%
SF Stifel Financial Corp 0.0%
Value ($000) $32 Shares 284 Est. Cost $83.55 Unrealized +33.5%
ED Consolidated Edison Inc 0.0%
Value ($000) $32 Shares 319 Est. Cost $94.85 Unrealized +4.5%
CINF Cincinnati Financial Company 0.0%
Value ($000) $32 Shares 200 Est. Cost $125.08 Unrealized +20.1%
OGE OGE Energy Corp 0.0%
Value ($000) $31 Shares 678 Est. Cost $38.81 Unrealized +15.4%
VICI VICI Properties Inc Ordinary S 0.0%
Value ($000) $31 Shares 936 Est. Cost $29.73 Unrealized +7.8%
AFG American Finl Group Inc Ohio 0.0%
Value ($000) $30 Shares 207 Est. Cost $127.48 Unrealized 0.0%
APH Amphenol Corp 0.0%
Value ($000) $30 Shares 243 Est. Cost $109.40 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $30 Shares 446 Est. Cost $59.57 Unrealized +7.2%
LPLA Lpl Finl Hldgs Inc 0.0%
Value ($000) $30 Shares 90 Est. Cost $277.09 Unrealized +30.8%
TOST Toast Inc 0.0%
Value ($000) $30 Shares 814 Est. Cost $43.41 Unrealized 0.0%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $30 Shares 54 Est. Cost $381.48 Unrealized +34.3%
UPS United Parcel Service Inc Clas 0.0%
Value ($000) $29 Shares 353 Est. Cost $112.24 Unrealized -21.5%
MAS Masco Corp 0.0%
Value ($000) $29 Shares 418 Est. Cost $74.05 Unrealized -5.6%
EOG EOG Resources Inc. 0.0%
Value ($000) $29 Shares 262 Est. Cost $122.42 Unrealized -3.6%
AIZ Assurant Inc 0.0%
Value ($000) $29 Shares 135 Est. Cost $178.39 Unrealized +13.0%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $29 Shares 153 Est. Cost $180.94 Unrealized +0.5%
ENTG Entegris Inc 0.0%
Value ($000) $29 Shares 311 Est. Cost $99.84 Unrealized -15.0%
SCI Service Corp Intl 0.0%
Value ($000) $29 Shares 344 Est. Cost $79.79 Unrealized 0.0%
HEQT Simplify Hedged Equity ETF 0.0%
Value ($000) $28 Shares 901 Est. Cost $28.57 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $28 Shares 900 Est. Cost $29.11 Unrealized
MTG Mgic Invt Corp Wis 0.0%
Value ($000) $28 Shares 986 Est. Cost $27.25 Unrealized 0.0%
CBOE Cboe Global Markets Inc 0.0%
Value ($000) $28 Shares 114 Est. Cost $198.76 Unrealized +20.9%
DON Wisdomtree Tr Us Midcap Divid 0.0%
Value ($000) $28 Shares 530 Est. Cost $51.13 Unrealized
TIGO Millicom Intl Cellular S A 0.0%
Value ($000) $28 Shares 567 Est. Cost $43.89 Unrealized 0.0%
DTM DT Midstream, Inc. 0.0%
Value ($000) $27 Shares 242 Est. Cost $71.25 Unrealized +44.8%
EXPD Expeditors International of Wa 0.0%
Value ($000) $27 Shares 221 Est. Cost $113.71 Unrealized +4.0%
RGA Reinsurance Group of America 0.0%
Value ($000) $27 Shares 141 Est. Cost $212.60 Unrealized -10.0%
CFR Cullen/Frost Bankers Inc 0.0%
Value ($000) $27 Shares 213 Est. Cost $130.63 Unrealized -1.8%
EEMV Ishares Inc Msci Emerging Mark 0.0%
Value ($000) $27 Shares 423 Est. Cost $62.80 Unrealized
PSA Public Storage 0.0%
Value ($000) $27 Shares 93 Est. Cost $306.30 Unrealized -8.1%
LAMR Lamar Advertising Co New 0.0%
Value ($000) $27 Shares 219 Est. Cost $122.42 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $27 Shares 204 Est. Cost $136.88 Unrealized +3.5%
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $26 Shares 1,367 Est. Cost $20.30 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $26 Shares 626 Est. Cost $40.70 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $26 Shares 365 Est. Cost $78.70 Unrealized -7.8%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $26 Shares 150 Est. Cost $165.11 Unrealized +0.9%
SNPS Synopsys Inc 0.0%
Value ($000) $26 Shares 53 Est. Cost $550.13 Unrealized +2.8%
INGR Ingredion Inc 0.0%
Value ($000) $26 Shares 214 Est. Cost $131.74 Unrealized -2.2%
WU The Western Union Co 0.0%
Value ($000) $26 Shares 3,262 Est. Cost $10.58 Unrealized
HRB HR Block Inc 0.0%
Value ($000) $26 Shares 513 Est. Cost $52.02 Unrealized 0.0%
DOX Amdocs Ltd 0.0%
Value ($000) $26 Shares 316 Est. Cost $81.91 Unrealized +4.5%
CNA CNA Financial Corporation 0.0%
Value ($000) $26 Shares 556 Est. Cost $45.03 Unrealized +1.5%
OMF Onemain Hldgs Inc 0.0%
Value ($000) $26 Shares 457 Est. Cost $53.03 Unrealized +11.3%
SNA Snap-on Inc 0.0%
Value ($000) $26 Shares 74 Est. Cost $265.72 Unrealized +21.9%
DRI Darden Restaurants Inc 0.0%
Value ($000) $26 Shares 134 Est. Cost $188.66 Unrealized +8.0%
THG The Hanover Insurance Group, I 0.0%
Value ($000) $25 Shares 139 Est. Cost $133.12 Unrealized +27.6%
PAYX Paychex Inc 0.0%
Value ($000) $25 Shares 197 Est. Cost $121.91 Unrealized +12.5%
WTW Willis Towers Watson Plc Ltd 0.0%
Value ($000) $25 Shares 72 Est. Cost $322.11 Unrealized 0.0%
WEC WEC Energy Group Inc 0.0%
Value ($000) $25 Shares 214 Est. Cost $99.22 Unrealized +7.9%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $25 Shares 71 Est. Cost $548.30 Unrealized -45.5%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $24 Shares 870 Est. Cost $25.30 Unrealized
LH Labcorp Holdings Inc 0.0%
Value ($000) $24 Shares 84 Est. Cost $216.29 Unrealized +23.3%
HLI Houlihan Lokey Inc Class A 0.0%
Value ($000) $24 Shares 117 Est. Cost $146.63 Unrealized +33.0%
RNR RenaissanceRe Holdings Ltd 0.0%
Value ($000) $24 Shares 94 Est. Cost $241.27 Unrealized +0.4%
TSCO Tractor Supply Co 0.0%
Value ($000) $24 Shares 415 Est. Cost $53.42 Unrealized +9.5%
BDX Becton, Dickinson and Company 0.0%
Value ($000) $23 Shares 125 Est. Cost $227.63 Unrealized -19.1%
GLPI Gaming and Leisure Properties 0.0%
Value ($000) $23 Shares 501 Est. Cost $51.45 Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $23 Shares 369 Est. Cost $59.15 Unrealized +3.8%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $23 Shares 297 Est. Cost $87.90 Unrealized -16.7%
FRT Federal Rlty Invt Tr New 0.0%
Value ($000) $23 Shares 223 Est. Cost $94.50 Unrealized 0.0%
EPR EPR Properties 0.0%
Value ($000) $22 Shares 385 Est. Cost $58.01 Unrealized
GATX Gatx Corp 0.0%
Value ($000) $22 Shares 127 Est. Cost $134.54 Unrealized +19.4%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $22 Shares 51 Est. Cost $425.05 Unrealized +6.1%
WTFC Wintrust Finl Corp 0.0%
Value ($000) $21 Shares 162 Est. Cost $123.58 Unrealized +6.8%
ROST Ross Stores Inc 0.0%
Value ($000) $21 Shares 138 Est. Cost $143.55 Unrealized -1.0%
VFH Vanguard Financials ETF 0.0%
Value ($000) $21 Shares 159 Est. Cost $127.30 Unrealized
CSX CSX Corp 0.0%
Value ($000) $21 Shares 581 Est. Cost $33.21 Unrealized +2.2%
CHE Chemed Corp New 0.0%
Value ($000) $21 Shares 46 Est. Cost $563.60 Unrealized -19.8%
CWEN Clearway Energy Inc 0.0%
Value ($000) $21 Shares 728 Est. Cost $25.83 Unrealized +14.6%
TFSL TFS Financial Corp 0.0%
Value ($000) $20 Shares 1,546 Est. Cost $11.66 Unrealized +9.4%
LSTR Landstar System Inc 0.0%
Value ($000) $20 Shares 166 Est. Cost $188.87 Unrealized
EWBC East West Bancorp Inc 0.0%
Value ($000) $20 Shares 191 Est. Cost $86.74 Unrealized +19.5%
SMG The Scotts Miracle Gro Co A 0.0%
Value ($000) $20 Shares 356 Est. Cost $62.27 Unrealized -1.6%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $41.52 Unrealized
URI United Rentals Inc Com 0.0%
Value ($000) $20 Shares 21 Est. Cost $888.48 Unrealized 0.0%
A Agilent Technologies 0.0%
Value ($000) $20 Shares 156 Est. Cost $135.59 Unrealized -11.1%
BPOP Popular Inc 0.0%
Value ($000) $20 Shares 157 Est. Cost $118.24 Unrealized 0.0%
BXP Boston Properties Inc 0.0%
Value ($000) $20 Shares 265 Est. Cost $66.51 Unrealized +4.1%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $19 Shares 40 Est. Cost $533.17 Unrealized -12.8%
EGP EastGroup Properties, Inc. 0.0%
Value ($000) $19 Shares 114 Est. Cost $186.82 Unrealized
DEO Diageo PLC ADR 0.0%
Value ($000) $19 Shares 200 Est. Cost $140.34 Unrealized
ARW Arrow Electronics Inc 0.0%
Value ($000) $19 Shares 155 Est. Cost $110.31 Unrealized +14.0%
CTRA Coterra Energy Inc 0.0%
Value ($000) $18 Shares 780 Est. Cost $26.99 Unrealized -11.8%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $18 Shares 132 Est. Cost $134.79 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $17 Shares 70 Est. Cost $245.29 Unrealized -5.5%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $17 Shares 224 Est. Cost $97.47 Unrealized -20.9%
FDS Factset Resh Sys Inc 0.0%
Value ($000) $17 Shares 58 Est. Cost $439.44 Unrealized -13.6%
DLS Wisdomtree Tree Intl Small Cap 0.0%
Value ($000) $16 Shares 207 Est. Cost $75.11 Unrealized
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $16 Shares 84 Est. Cost $194.50 Unrealized
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $16 Shares 300 Est. Cost $45.86 Unrealized
UGI Ugi Corp New 0.0%
Value ($000) $16 Shares 475 Est. Cost $34.96 Unrealized 0.0%
PFG Principal Financial Group Inc 0.0%
Value ($000) $16 Shares 189 Est. Cost $76.60 Unrealized +2.7%
SCHO Schwab Short- Term US Treasury 0.0%
Value ($000) $16 Shares 636 Est. Cost $24.38 Unrealized
XLP Consumer Staples SPDR ETF 0.0%
Value ($000) $16 Shares 198 Est. Cost $80.97 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $15 Shares 496 Est. Cost $26.86 Unrealized +14.8%
BIO Bio-Rad Laboratories Inc 0.0%
Value ($000) $15 Shares 55 Est. Cost $317.61 Unrealized -14.3%
ST Sensata Technologies Holding P 0.0%
Value ($000) $15 Shares 492 Est. Cost $37.22 Unrealized -15.1%
ESGU iShares ESG Aware MSCI USA ETF 0.0%
Value ($000) $15 Shares 103 Est. Cost $145.60 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $15 Shares 600 Est. Cost $30.33 Unrealized -27.9%
SU Suncor Energy Inc 0.0%
Value ($000) $15 Shares 350 Est. Cost $37.11 Unrealized +8.1%
GPN Global Payments Inc 0.0%
Value ($000) $14 Shares 174 Est. Cost $102.17 Unrealized -18.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $14 Shares 70 Est. Cost $202.36 Unrealized -10.7%
SBAC SBA Communications Corp 0.0%
Value ($000) $14 Shares 74 Est. Cost $205.35 Unrealized +4.5%
OKE ONEOK Inc 0.0%
Value ($000) $14 Shares 194 Est. Cost $75.06 Unrealized 0.0%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $14 Shares 440 Est. Cost $37.75 Unrealized -12.2%
WAT Waters Corporation 0.0%
Value ($000) $13 Shares 42 Est. Cost $343.81 Unrealized -12.2%
SEE Sealed Air Corp 0.0%
Value ($000) $13 Shares 355 Est. Cost $33.75 Unrealized -6.4%
MTUS TimkenSteel Corp 0.0%
Value ($000) $12 Shares 750 Est. Cost $17.99 Unrealized -9.3%
ALB Albemarle Corp 0.0%
Value ($000) $12 Shares 147 Est. Cost $86.31 Unrealized -11.3%
CNC Centene Corporation 0.0%
Value ($000) $12 Shares 326 Est. Cost $70.54 Unrealized -57.2%
EMN Eastman Chemical Co 0.0%
Value ($000) $11 Shares 182 Est. Cost $94.20 Unrealized -27.6%
PSX Phillips 66 0.0%
Value ($000) $11 Shares 83 Est. Cost $128.40 Unrealized -1.6%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $11 Shares 123 Est. Cost $84.81 Unrealized
SJM Smucker J M Co 0.0%
Value ($000) $11 Shares 100 Est. Cost $111.58 Unrealized -4.1%
WMB Williams Companies Inc 0.0%
Value ($000) $11 Shares 167 Est. Cost $41.76 Unrealized +38.4%
SWX Southwest Gas Holdings Inc 0.0%
Value ($000) $10 Shares 131 Est. Cost $72.25 Unrealized +7.8%
COLD Americold Realty Trust 0.0%
Value ($000) $10 Shares 825 Est. Cost $26.33 Unrealized
IVLU Ishares Tr Msci Intl Value 0.0%
Value ($000) $10 Shares 283 Est. Cost $35.48 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $9 Shares 47 Est. Cost $262.43 Unrealized -24.4%
KMI Kinder Morgan Inc Class P 0.0%
Value ($000) $9 Shares 320 Est. Cost $19.86 Unrealized +35.8%
C Citigroup Inc 0.0%
Value ($000) $9 Shares 86 Est. Cost $59.42 Unrealized +58.4%
AVY Avery Dennison Corporation 0.0%
Value ($000) $8 Shares 50 Est. Cost $180.35 Unrealized -5.3%
IEV Ishares Tr Europe Etf 0.0%
Value ($000) $8 Shares 121 Est. Cost $65.48 Unrealized
XLY Select Sector Spdr Tr Energy 0.0%
Value ($000) $8 Shares 33 Est. Cost $217.33 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $8 Shares 35 Est. Cost $204.28 Unrealized +9.5%
MRSH Marsh & McLennan Companies Inc 0.0%
Value ($000) $8 Shares 38 Est. Cost $223.19 Unrealized -8.6%
IBIT Ishares Bitcoin Trust ETF 0.0%
Value ($000) $8 Shares 117 Est. Cost $49.89 Unrealized
IYW ishares Tr U.S. Tech 0.0%
Value ($000) $7 Shares 38 Est. Cost $195.87 Unrealized
BSY Bentley Sys Inc 0.0%
Value ($000) $7 Shares 142 Est. Cost $54.63 Unrealized 0.0%
LNG Cheniere Energy Inc Common Sto 0.0%
Value ($000) $7 Shares 31 Est. Cost $235.04 Unrealized 0.0%
MUR Murphy Oil Corp 0.0%
Value ($000) $7 Shares 249 Est. Cost $35.03 Unrealized -30.0%
BEN Franklin Res Inc 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.72 Unrealized +21.9%
OEF MFC iShares TR S&P 100 ETF 0.0%
Value ($000) $7 Shares 20 Est. Cost $276.75 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $7 Shares 19 Est. Cost $343.44 Unrealized 0.0%
HP Helmerich & Payne Inc. 0.0%
Value ($000) $7 Shares 299 Est. Cost $34.54 Unrealized -46.6%
AEP American Electric Power Co Inc 0.0%
Value ($000) $5 Shares 48 Est. Cost $93.04 Unrealized +16.3%
DFAI MFC Dimensional Etf Trust 0.0%
Value ($000) $5 Shares 144 Est. Cost $34.57 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $5 Shares 401 Est. Cost $25.53 Unrealized -43.2%
JEPQ JPMorgan NASDAQ Equity Premium 0.0%
Value ($000) $5 Shares 85 Est. Cost $54.93 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $5 Shares 107 Est. Cost $35.76 Unrealized +21.3%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $5 Shares 13 Est. Cost $365.46 Unrealized
VPL Vanguard FTSE Pacific 0.0%
Value ($000) $4 Shares 51 Est. Cost $82.18 Unrealized
IEI iShares 3-7 Year Treasury Bond 0.0%
Value ($000) $4 Shares 36 Est. Cost $119.08 Unrealized
EGO Eldorado Gold Corp 0.0%
Value ($000) $4 Shares 148 Est. Cost $15.02 Unrealized +56.8%
CME CME Group Inc 0.0%
Value ($000) $4 Shares 15 Est. Cost $196.43 Unrealized +37.4%
SPIB MFC Spdr Series Trust 0.0%
Value ($000) $3 Shares 87 Est. Cost $33.57 Unrealized
RPRX Royalty Pharma Plc 0.0%
Value ($000) $3 Shares 82 Est. Cost $27.70 Unrealized +30.7%
ETR Entergy Corp 0.0%
Value ($000) $3 Shares 30 Est. Cost $56.61 Unrealized +53.9%
DYNF MFC Ishares U.S. Equity Factor 0.0%
Value ($000) $3 Shares 44 Est. Cost $59.20 Unrealized
NEU NewMarket Corp 0.0%
Value ($000) $2 Shares 3 Est. Cost $534.11 Unrealized +43.3%
MSI Motorola Solutions 0.0%
Value ($000) $2 Shares 5 Est. Cost $410.72 Unrealized +9.2%
FAF First American Financial Corp 0.0%
Value ($000) $2 Shares 35 Est. Cost $58.07 Unrealized +6.9%
AMT American Tower Corp 0.0%
Value ($000) $2 Shares 11 Est. Cost $198.97 Unrealized +2.8%
SPTL SPDR Portfolio Long Term Treas 0.0%
Value ($000) $1 Shares 55 Est. Cost $26.95 Unrealized
RLI RLI Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $70.24 Unrealized -7.1%