SOUTH PLAINS FINANCIAL, INC. Diversified Active

CIK: 0001163668 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $160,234 (100.0% shares, 0.0% debt)

Holdings (225)

IEFA ISHARES TR 7.8%
Value ($000) $12,474 Shares 142,868 Est. Cost $71.21 Unrealized
MSFT MICROSOFT CORP 4.3%
Value ($000) $6,936 Shares 13,392 Est. Cost $428.27 Unrealized +18.8%
AAPL APPLE INC 4.2%
Value ($000) $6,799 Shares 26,703 Est. Cost $231.82 Unrealized -2.7%
IJH ISHARES TR 3.9%
Value ($000) $6,204 Shares 95,064 Est. Cost $62.52 Unrealized
GOOGL ALPHABET INC 3.3%
Value ($000) $5,253 Shares 21,609 Est. Cost $176.63 Unrealized +18.4%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $5,252 Shares 28,148 Est. Cost $138.76 Unrealized +25.6%
IVV ISHARES TR 2.7%
Value ($000) $4,403 Shares 6,579 Est. Cost $589.84 Unrealized
AMZN AMAZON COM INC 2.5%
Value ($000) $3,973 Shares 18,094 Est. Cost $206.61 Unrealized +9.6%
IEMG ISHARES INC 2.5%
Value ($000) $3,949 Shares 59,906 Est. Cost $54.66 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $3,317 Shares 56,376 Est. Cost $58.23 Unrealized
EFA ISHARES TR 1.9%
Value ($000) $2,987 Shares 31,992 Est. Cost $75.61 Unrealized
AVGO BROADCOM INC 1.5%
Value ($000) $2,406 Shares 7,294 Est. Cost $224.92 Unrealized +35.9%
V VISA INC 1.4%
Value ($000) $2,274 Shares 6,662 Est. Cost $301.40 Unrealized +14.5%
VO VANGUARD INDEX FDS 1.4%
Value ($000) $2,242 Shares 7,632 Est. Cost $265.10 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $2,138 Shares 35,625 Est. Cost $58.25 Unrealized
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $2,116 Shares 6,708 Est. Cost $234.29 Unrealized +26.3%
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $2,030 Shares 37,472 Est. Cost $44.04 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $1,833 Shares 15,425 Est. Cost $114.93 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $1,775 Shares 2,417 Est. Cost $594.17 Unrealized +25.1%
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $1,702 Shares 18,615 Est. Cost $89.08 Unrealized
TSLA TESLA INC 1.1%
Value ($000) $1,701 Shares 3,825 Est. Cost $319.48 Unrealized +8.6%
IVW ISHARES TR 1.0%
Value ($000) $1,613 Shares 13,365 Est. Cost $101.63 Unrealized
ISTB ISHARES TR 1.0%
Value ($000) $1,540 Shares 31,534 Est. Cost $47.86 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,523 Shares 8,215 Est. Cost $149.59 Unrealized +13.3%
IVE ISHARES TR 0.9%
Value ($000) $1,449 Shares 7,016 Est. Cost $191.56 Unrealized
BLK BLACKROCK INC 0.9%
Value ($000) $1,443 Shares 1,238 Est. Cost $991.05 Unrealized +11.9%
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $1,442 Shares 24,064 Est. Cost $47.81 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $1,439 Shares 6,217 Est. Cost $179.62 Unrealized +12.4%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,397 Shares 9,094 Est. Cost $165.22 Unrealized -6.2%
WMT WALMART INC 0.9%
Value ($000) $1,370 Shares 13,297 Est. Cost $87.37 Unrealized +13.6%
PEP PEPSICO INC 0.9%
Value ($000) $1,364 Shares 9,712 Est. Cost $153.67 Unrealized -8.6%
MRK MERCK & CO INC 0.8%
Value ($000) $1,296 Shares 15,446 Est. Cost $93.06 Unrealized -12.9%
RTX RTX CORPORATION 0.8%
Value ($000) $1,296 Shares 7,743 Est. Cost $126.94 Unrealized +21.5%
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,278 Shares 6,071 Est. Cost $203.56 Unrealized +1.7%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $1,258 Shares 3,689 Est. Cost $281.95 Unrealized +11.3%
CDNS CADENCE DESIGN SYSTEM INC 0.8%
Value ($000) $1,231 Shares 3,505 Est. Cost $290.70 Unrealized +18.3%
AGG ISHARES TR 0.8%
Value ($000) $1,219 Shares 12,160 Est. Cost $97.29 Unrealized
MS MORGAN STANLEY 0.7%
Value ($000) $1,176 Shares 7,400 Est. Cost $119.51 Unrealized +22.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,170 Shares 2,328 Est. Cost $485.19 Unrealized -0.2%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,159 Shares 7,465 Est. Cost $145.59 Unrealized +4.6%
ORCL ORACLE CORP 0.7%
Value ($000) $1,113 Shares 3,958 Est. Cost $177.43 Unrealized +43.2%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1,103 Shares 2,274 Est. Cost $464.04 Unrealized +0.2%
BAC BANK AMERICA CORP 0.7%
Value ($000) $1,079 Shares 20,920 Est. Cost $42.83 Unrealized +12.9%
CAT CATERPILLAR INC 0.7%
Value ($000) $1,077 Shares 2,257 Est. Cost $379.80 Unrealized +12.0%
ADBE ADOBE INC 0.7%
Value ($000) $1,070 Shares 3,033 Est. Cost $486.74 Unrealized -26.3%
CMI CUMMINS INC 0.7%
Value ($000) $1,050 Shares 2,486 Est. Cost $343.44 Unrealized +10.8%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $982 Shares 4,823 Est. Cost $188.49 Unrealized +1.6%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $931 Shares 4,633 Est. Cost $181.05 Unrealized +8.1%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $929 Shares 8,239 Est. Cost $110.90 Unrealized -1.1%
ZTS ZOETIS INC 0.6%
Value ($000) $913 Shares 6,241 Est. Cost $174.01 Unrealized -13.5%
HD HOME DEPOT INC 0.6%
Value ($000) $889 Shares 2,195 Est. Cost $392.84 Unrealized -0.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value ($000) $874 Shares 5,189 Est. Cost $156.24 Unrealized +13.8%
SCHO SCHWAB STRATEGIC TR 0.5%
Value ($000) $864 Shares 35,436 Est. Cost $24.05 Unrealized
CATH GLOBAL X FDS 0.5%
Value ($000) $851 Shares 10,500 Est. Cost $70.84 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $850 Shares 3,585 Est. Cost $274.91 Unrealized -8.5%
SCHR SCHWAB STRATEGIC TR 0.5%
Value ($000) $845 Shares 33,644 Est. Cost $24.29 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.5%
Value ($000) $830 Shares 12,127 Est. Cost $65.08 Unrealized
DE DEERE & CO 0.5%
Value ($000) $830 Shares 1,815 Est. Cost $413.99 Unrealized +18.3%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $781 Shares 7,973 Est. Cost $72.79 Unrealized +28.5%
CSCO CISCO SYS INC 0.5%
Value ($000) $763 Shares 11,145 Est. Cost $58.15 Unrealized +15.9%
SYK STRYKER CORPORATION 0.5%
Value ($000) $757 Shares 2,049 Est. Cost $366.45 Unrealized +4.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $731 Shares 2,407 Est. Cost $293.58 Unrealized +2.7%
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $729 Shares 2,800 Est. Cost $271.56 Unrealized -1.5%
IWF ISHARES TR 0.4%
Value ($000) $716 Shares 1,529 Est. Cost $401.57 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $711 Shares 8,454 Est. Cost $75.15 Unrealized -2.2%
ETN EATON CORP PLC 0.4%
Value ($000) $708 Shares 1,891 Est. Cost $338.29 Unrealized +7.4%
PSA PUBLIC STORAGE OPER CO 0.4%
Value ($000) $696 Shares 2,408 Est. Cost $315.96 Unrealized -10.9%
AVEM AMERICAN CENTY ETF TR 0.4%
Value ($000) $677 Shares 9,012 Est. Cost $73.68 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $675 Shares 125 Est. Cost $4947.61 Unrealized +12.5%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $672 Shares 9,031 Est. Cost $72.02 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $665 Shares 998 Est. Cost $586.08 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $661 Shares 2,715 Est. Cost $175.67 Unrealized +19.5%
DIS DISNEY WALT CO 0.4%
Value ($000) $655 Shares 5,719 Est. Cost $103.52 Unrealized +13.0%
EOG EOG RES INC 0.4%
Value ($000) $652 Shares 5,813 Est. Cost $123.33 Unrealized -4.4%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $631 Shares 682 Est. Cost $931.34 Unrealized +2.7%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $624 Shares 3,047 Est. Cost $178.68 Unrealized +1.2%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $616 Shares 2,856 Est. Cost $195.83 Unrealized
TEL TE CONNECTIVITY PLC 0.4%
Value ($000) $585 Shares 2,665 Est. Cost $156.32 Unrealized +27.9%
IEUR ISHARES TR 0.4%
Value ($000) $583 Shares 8,553 Est. Cost $54.48 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $555 Shares 1,607 Est. Cost $546.10 Unrealized -45.3%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $536 Shares 880 Est. Cost $500.40 Unrealized +12.6%
UNP UNION PAC CORP 0.3%
Value ($000) $515 Shares 2,179 Est. Cost $225.85 Unrealized -1.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $512 Shares 6,789 Est. Cost $75.03 Unrealized -3.7%
DEM WISDOMTREE TR 0.3%
Value ($000) $508 Shares 11,042 Est. Cost $40.48 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $501 Shares 2,070 Est. Cost $220.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $495 Shares 1,756 Est. Cost $253.00 Unrealized +2.6%
PLD PROLOGIS INC. 0.3%
Value ($000) $472 Shares 4,124 Est. Cost $109.86 Unrealized -1.4%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $452 Shares 921 Est. Cost $514.39 Unrealized -0.8%
COP CONOCOPHILLIPS 0.3%
Value ($000) $448 Shares 4,740 Est. Cost $95.27 Unrealized -2.1%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $448 Shares 6,675 Est. Cost $80.72 Unrealized -12.9%
CB ZURA BIO LTD 0.3%
Value ($000) $442 Shares 1,567 Est. Cost $279.82 Unrealized -1.6%
BX BLACKSTONE INC 0.3%
Value ($000) $429 Shares 2,510 Est. Cost $153.41 Unrealized +10.5%
SPSB SPDR SERIES TRUST 0.3%
Value ($000) $429 Shares 14,152 Est. Cost $29.88 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $409 Shares 3,845 Est. Cost $106.55 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $405 Shares 3,796 Est. Cost $105.48 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $391 Shares 1,427 Est. Cost $252.33 Unrealized +7.1%
PFE PFIZER INC 0.2%
Value ($000) $378 Shares 14,849 Est. Cost $25.12 Unrealized -3.9%
DGRO ISHARES TR 0.2%
Value ($000) $364 Shares 5,345 Est. Cost $61.70 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $352 Shares 3,684 Est. Cost $93.68 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $350 Shares 2,765 Est. Cost $137.31 Unrealized -0.1%
HDV ISHARES TR 0.2%
Value ($000) $343 Shares 2,805 Est. Cost $113.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $330 Shares 1,340 Est. Cost $354.74 Unrealized -26.5%
LLY ELI LILLY & CO 0.2%
Value ($000) $321 Shares 421 Est. Cost $742.24 Unrealized 0.0%
DOW DOW INC 0.2%
Value ($000) $320 Shares 13,969 Est. Cost $34.67 Unrealized -29.9%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $299 Shares 2,415 Est. Cost $118.08 Unrealized +1.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $297 Shares 1,347 Est. Cost $211.39 Unrealized +5.8%
DVY ISHARES TR 0.2%
Value ($000) $285 Shares 2,008 Est. Cost $131.29 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $284 Shares 1,433 Est. Cost $219.83 Unrealized -9.8%
URI UNITED RENTALS INC 0.2%
Value ($000) $273 Shares 286 Est. Cost $888.48 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $272 Shares 3,219 Est. Cost $93.94 Unrealized -5.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $271 Shares 542 Est. Cost $514.41 Unrealized -12.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $263 Shares 3,139 Est. Cost $66.67 Unrealized +20.7%
ABT ABBOTT LABS 0.2%
Value ($000) $254 Shares 1,895 Est. Cost $130.27 Unrealized +0.3%
TMUS T-MOBILE US INC 0.2%
Value ($000) $248 Shares 1,037 Est. Cost $240.31 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $243 Shares 2,554 Est. Cost $84.19 Unrealized +8.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $235 Shares 708 Est. Cost $283.58 Unrealized +11.6%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $229 Shares 5,848 Est. Cost $44.04 Unrealized -1.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $228 Shares 286 Est. Cost $572.50 Unrealized +28.4%
PREF PRINCIPAL EXCHANGE TRADED FD 0.1%
Value ($000) $225 Shares 11,787 Est. Cost $18.61 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $219 Shares 1,669 Est. Cost $118.94 Unrealized +13.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $213 Shares 1,108 Est. Cost $199.74 Unrealized +2.4%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $213 Shares 2,377 Est. Cost $84.14 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $211 Shares 2,600 Est. Cost $78.65 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $207 Shares 1,124 Est. Cost $193.15 Unrealized +0.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $197 Shares 1,185 Est. Cost $147.59 Unrealized +6.5%
GOVT ISHARES TR 0.1%
Value ($000) $196 Shares 8,500 Est. Cost $22.97 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $194 Shares 3,963 Est. Cost $52.88 Unrealized -7.0%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $192 Shares 2,196 Est. Cost $75.69 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $191 Shares 2,970 Est. Cost $66.14 Unrealized +1.1%
SO SOUTHERN CO 0.1%
Value ($000) $190 Shares 2,005 Est. Cost $84.51 Unrealized +9.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $178 Shares 298 Est. Cost $569.57 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $167 Shares 1,200 Est. Cost $137.57 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $165 Shares 1,464 Est. Cost $94.99 Unrealized +13.9%
SPHY SPDR SERIES TRUST 0.1%
Value ($000) $162 Shares 6,767 Est. Cost $23.46 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $147 Shares 2,232 Est. Cost $48.90 Unrealized +25.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $146 Shares 610 Est. Cost $224.35 Unrealized
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $140 Shares 937 Est. Cost $136.24 Unrealized +5.1%
INGR INGREDION INC 0.1%
Value ($000) $132 Shares 1,085 Est. Cost $140.75 Unrealized -8.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $131 Shares 4,175 Est. Cost $31.36 Unrealized
SPFI SOUTH PLAINS FINANCIAL INC 0.1%
Value ($000) $129 Shares 3,328 Est. Cost $36.27 Unrealized +7.6%
CME CME GROUP INC 0.1%
Value ($000) $126 Shares 466 Est. Cost $222.83 Unrealized +21.1%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $125 Shares 1,203 Est. Cost $114.59 Unrealized -9.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $123 Shares 2,799 Est. Cost $39.40 Unrealized +7.9%
IAU ISHARES GOLD TR 0.1%
Value ($000) $119 Shares 1,635 Est. Cost $49.50 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $119 Shares 855 Est. Cost $120.05 Unrealized +10.3%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $114 Shares 1,047 Est. Cost $90.32 Unrealized +12.2%
SYY SYSCO CORP 0.1%
Value ($000) $113 Shares 1,375 Est. Cost $73.53 Unrealized +7.2%
TFC TRUIST FINL CORP 0.1%
Value ($000) $113 Shares 2,476 Est. Cost $41.99 Unrealized +5.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $111 Shares 720 Est. Cost $131.76 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $100 Shares 1,986 Est. Cost $40.14 Unrealized +14.9%
LOW LOWES COS INC 0.1%
Value ($000) $99 Shares 393 Est. Cost $261.54 Unrealized -6.6%
USB US BANCORP DEL 0.1%
Value ($000) $89 Shares 1,840 Est. Cost $46.47 Unrealized -0.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $89 Shares 2,826 Est. Cost $34.61 Unrealized -4.2%
IGSB ISHARES TR 0.1%
Value ($000) $88 Shares 1,660 Est. Cost $51.70 Unrealized
FLAHERTY & CRUMRINE DYNAMIC 0.1%
Value ($000) $87 Shares 4,022 Est. Cost $19.93 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $82 Shares 1,346 Est. Cost $51.75 Unrealized +7.3%
WESTERN ASSET MUN HIGH INCOM 0.0%
Value ($000) $72 Shares 9,969 Est. Cost $6.80 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $66 Shares 680 Est. Cost $97.49 Unrealized +1.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $59 Shares 251 Est. Cost $203.03 Unrealized +15.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $56 Shares 200 Est. Cost $232.52 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $53 Shares 840 Est. Cost $57.29 Unrealized +0.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $48 Shares 2,778 Est. Cost $19.59 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $47 Shares 670 Est. Cost $78.41 Unrealized -10.8%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $46 Shares 743 Est. Cost $59.06 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $46 Shares 282 Est. Cost $148.42 Unrealized +11.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $45 Shares 535 Est. Cost $121.79 Unrealized -27.6%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $44 Shares 231 Est. Cost $175.23 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $39 Shares 4,240 Est. Cost $8.71 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $38 Shares 4,250 Est. Cost $8.59 Unrealized
NUVEEN MUN INCOME FD INC 0.0%
Value ($000) $38 Shares 3,845 Est. Cost $9.41 Unrealized
BP BP PLC 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $29.55 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $38 Shares 218 Est. Cost $162.19 Unrealized +4.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $36 Shares 167 Est. Cost $196.22 Unrealized +2.0%
NVS NOVARTIS AG 0.0%
Value ($000) $35 Shares 271 Est. Cost $121.20 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $34 Shares 178 Est. Cost $171.33 Unrealized +3.1%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $32 Shares 8,750 Est. Cost $3.55 Unrealized
GLW CORNING INC 0.0%
Value ($000) $27 Shares 334 Est. Cost $50.20 Unrealized +29.4%
EEM ISHARES TR 0.0%
Value ($000) $27 Shares 504 Est. Cost $43.06 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $27 Shares 604 Est. Cost $38.86 Unrealized +10.8%
TRP TC ENERGY CORP 0.0%
Value ($000) $27 Shares 490 Est. Cost $48.34 Unrealized +3.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $27 Shares 1,536 Est. Cost $15.93 Unrealized +5.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $23 Shares 85 Est. Cost $276.95 Unrealized +3.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $23 Shares 500 Est. Cost $39.95 Unrealized +5.4%
C CITIGROUP INC 0.0%
Value ($000) $22 Shares 212 Est. Cost $65.38 Unrealized +44.0%
TGT TARGET CORP 0.0%
Value ($000) $21 Shares 237 Est. Cost $114.53 Unrealized -15.5%
GNMA ISHARES TR 0.0%
Value ($000) $18 Shares 405 Est. Cost $42.93 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $15 Shares 240 Est. Cost $63.61 Unrealized -0.3%
MMM 3M CO 0.0%
Value ($000) $13 Shares 85 Est. Cost $128.38 Unrealized +19.3%
SNA SNAP ON INC 0.0%
Value ($000) $13 Shares 37 Est. Cost $323.82 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $12 Shares 500 Est. Cost $28.28 Unrealized -22.7%
HAS HASBRO INC 0.0%
Value ($000) $12 Shares 160 Est. Cost $61.07 Unrealized +25.3%
FLEX ZURA BIO LTD 0.0%
Value ($000) $12 Shares 203 Est. Cost $37.01 Unrealized +43.5%
MCK MCKESSON CORP 0.0%
Value ($000) $12 Shares 15 Est. Cost $557.26 Unrealized +26.2%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.79 Unrealized +1.6%
NXPI ZURA BIO LTD 0.0%
Value ($000) $11 Shares 48 Est. Cost $222.56 Unrealized +0.2%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $156.19 Unrealized +21.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $529.44 Unrealized +6.8%
INTU INTUIT 0.0%
Value ($000) $8 Shares 12 Est. Cost $634.69 Unrealized +13.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $7 Shares 94 Est. Cost $73.28 Unrealized +8.0%
IYZ ISHARES TR 0.0%
Value ($000) $7 Shares 215 Est. Cost $26.82 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $7 Shares 62 Est. Cost $79.25 Unrealized +34.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $346.27 Unrealized +11.6%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $148.59 Unrealized +10.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $544.39 Unrealized -2.4%
CTAS CINTAS CORP 0.0%
Value ($000) $5 Shares 24 Est. Cost $208.34 Unrealized +2.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $503.12 Unrealized +6.1%
DOV DOVER CORP 0.0%
Value ($000) $5 Shares 29 Est. Cost $193.06 Unrealized -7.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $161.18 Unrealized +3.4%
ITT ITT INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $149.74 Unrealized +12.0%
CTVA CORTEVA INC 0.0%
Value ($000) $4 Shares 63 Est. Cost $58.42 Unrealized +23.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $4 Shares 12 Est. Cost $369.58 Unrealized -4.9%
CF CF INDS HLDGS INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $84.24 Unrealized +4.9%
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $83.66 Unrealized -2.7%
KO COCA COLA CO 0.0%
Value ($000) $4 Shares 58 Est. Cost $63.09 Unrealized +7.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $135.90 Unrealized -11.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $4 Shares 55 Est. Cost $76.85 Unrealized -6.5%
CPRT COPART INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $56.95 Unrealized -17.2%
FDX FEDEX CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $271.73 Unrealized -16.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $3 Shares 125 Est. Cost $27.53 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $104.03 Unrealized -10.4%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $3 Shares 9 Est. Cost $409.27 Unrealized -24.7%
COO COOPER COS INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $101.87 Unrealized -30.5%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $192.63 Unrealized -17.6%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.82 Unrealized -3.6%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 88 Est. Cost $6.90 Unrealized -30.4%