Cornerstone National Bank & Trust Co Diversified Active

Location: Palatine, IL

CIK: 0002104293 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $271M (100.0% shares, 0.0% debt)

Holdings (209)

VTIP VANGUARD MALVERN FDS 11.4%
Value $30.93M Shares 620,201 Est. Cost $49.82 Unrealized
VTI VANGUARD INDEX FDS 7.7%
Value $20.86M Shares 64,525 Est. Cost $199.43 Unrealized
SKOR FLEXSHARES TR 6.4%
Value $17.47M Shares 360,483 Est. Cost $53.94 Unrealized
SJNK SPDR SERIES TRUST 5.4%
Value $14.78M Shares 594,183 Est. Cost $25.16 Unrealized
TLTE FLEXSHARES TR 5.0%
Value $13.65M Shares 201,852 Est. Cost $53.67 Unrealized
MBSD FLEXSHARES TR 4.6%
Value $12.57M Shares 608,915 Est. Cost $23.51 Unrealized
VOO VANGUARD INDEX FDS 3.9%
Value $10.62M Shares 17,626 Est. Cost $602.30 Unrealized
TLTD FLEXSHARES TR 3.6%
Value $9.86M Shares 103,035 Est. Cost $69.49 Unrealized
VB VANGUARD INDEX FDS 3.6%
Value $9.769M Shares 37,085 Est. Cost $193.14 Unrealized
GOVT ISHARES TR 2.9%
Value $7.999M Shares 350,378 Est. Cost $24.74 Unrealized
GUNR FLEXSHARES TR 2.8%
Value $7.635M Shares 138,434 Est. Cost $38.63 Unrealized
NFRA FLEXSHARES TR 2.8%
Value $7.519M Shares 117,596 Est. Cost $53.94 Unrealized
AGG ISHARES TR 2.1%
Value $5.742M Shares 57,995 Est. Cost $99.00 Unrealized
BND VANGUARD BD INDEX FDS 1.7%
Value $4.504M Shares 61,349 Est. Cost $73.42 Unrealized
LKOR FLEXSHARES TR 1.7%
Value $4.5M Shares 108,418 Est. Cost $57.20 Unrealized
GQRE FLEXSHARES TR 1.5%
Value $4.123M Shares 68,245 Est. Cost $58.97 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.3%
Value $3.634M Shares 45,978 Est. Cost $79.04 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value $3.336M Shares 18,982 Est. Cost $97.36 Unrealized +91.7%
XLK SELECT SECTOR SPDR TR 1.2%
Value $3.324M Shares 24,638 Est. Cost $148.01 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 1.2%
Value $3.214M Shares 43,157 Est. Cost $76.31 Unrealized
IEFA ISHARES TR 1.1%
Value $3.039M Shares 33,063 Est. Cost $91.91 Unrealized
ADI ANALOG DEVICES INC 1.1%
Value $2.92M Shares 9,110 Est. Cost $151.67 Unrealized +108.5%
AAPL APPLE INC 1.1%
Value $2.855M Shares 11,170 Est. Cost $166.61 Unrealized +57.7%
XLC SELECT SECTOR SPDR TR 1.0%
Value $2.644M Shares 23,764 Est. Cost $72.26 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value $2.42M Shares 16,382 Est. Cost $149.38 Unrealized
CSCO CISCO SYS INC 0.9%
Value $2.347M Shares 30,121 Est. Cost $46.86 Unrealized +66.3%
TJX TJX COS INC NEW 0.9%
Value $2.328M Shares 14,366 Est. Cost $62.64 Unrealized +146.2%
SPYV SPDR SERIES TRUST 0.8%
Value $2.179M Shares 38,473 Est. Cost $56.65 Unrealized
SPYG SPDR SERIES TRUST 0.8%
Value $2.132M Shares 21,491 Est. Cost $99.20 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $2.119M Shares 7,175 Est. Cost $112.53 Unrealized +176.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.8%
Value $2.057M Shares 31,459 Est. Cost $57.89 Unrealized +30.9%
MSFT MICROSOFT CORP 0.8%
Value $2.049M Shares 5,548 Est. Cost $238.56 Unrealized +82.2%
JCI JOHNSON CONTROLS INTERNATION 0.7%
Value $1.832M Shares 13,598 Est. Cost $47.27 Unrealized +166.7%
TDTT FLEXSHARES TR 0.7%
Value $1.804M Shares 74,630 Est. Cost $25.28 Unrealized
ORCL ORACLE CORP 0.7%
Value $1.794M Shares 12,353 Est. Cost $68.47 Unrealized +147.7%
AMZN AMAZON COM INC 0.6%
Value $1.73M Shares 8,214 Est. Cost $136.37 Unrealized +66.3%
RTX CORPORATION 0.6%
Value $1.676M Shares 8,606 Est. Cost $194.72 Unrealized
EDIV SPDR INDEX SHS FDS 0.6%
Value $1.641M Shares 41,491 Est. Cost $39.56 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value $1.625M Shares 10,279 Est. Cost $100.62 Unrealized +64.0%
BIV VANGUARD BD INDEX FDS 0.6%
Value $1.564M Shares 20,342 Est. Cost $76.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.497M Shares 3,129 Est. Cost $238.07 Unrealized +107.3%
GD GENERAL DYNAMICS CORP 0.5%
Value $1.451M Shares 4,139 Est. Cost $178.03 Unrealized +99.1%
LOW LOWES COS INC 0.5%
Value $1.389M Shares 5,884 Est. Cost $149.62 Unrealized +81.5%
CVX CHEVRON CORPORATION 0.5%
Value $1.298M Shares 6,574 Est. Cost $105.50 Unrealized +62.9%
KO COCA COLA CO 0.5%
Value $1.259M Shares 16,545 Est. Cost $46.18 Unrealized +61.9%
XLB SELECT SECTOR SPDR TR 0.5%
Value $1.235M Shares 24,469 Est. Cost $56.80 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value $1.153M Shares 10,498 Est. Cost $130.88 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $1.134M Shares 7,051 Est. Cost $57.17 Unrealized +142.7%
CRM SALESFORCE INC 0.4%
Value $1.122M Shares 6,025 Est. Cost $206.53 Unrealized +4.5%
V VISA INC 0.4%
Value $1.103M Shares 3,694 Est. Cost $202.53 Unrealized +62.5%
PG PROCTER & GAMBLE CO 0.4%
Value $1.032M Shares 7,161 Est. Cost $126.01 Unrealized +20.4%
IGF ISHARES TR 0.3%
Value $898K Shares 13,352 Est. Cost $67.22 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value $847K Shares 18,366 Est. Cost $54.15 Unrealized
CEG CONSTELLATION ENERGY CORP 0.3%
Value $807K Shares 2,886 Est. Cost $55.35 Unrealized +444.1%
VGT VANGUARD WORLD FD 0.3%
Value $777K Shares 1,100 Est. Cost $706.65 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $761K Shares 5,197 Est. Cost $36.17 Unrealized +326.2%
VOX VANGUARD WORLD FD 0.3%
Value $714K Shares 3,933 Est. Cost $192.21 Unrealized
GLD SPDR GOLD TR 0.3%
Value $685K Shares 1,565 Est. Cost $181.58 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value $629K Shares 15,372 Est. Cost $40.22 Unrealized
EXC EXELON CORP 0.2%
Value $629K Shares 12,860 Est. Cost $23.85 Unrealized +89.3%
XLI SELECT SECTOR SPDR TR 0.2%
Value $578K Shares 3,514 Est. Cost $157.49 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value $566K Shares 2,062 Est. Cost $287.85 Unrealized
IVV ISHARES TR 0.2%
Value $564K Shares 857 Est. Cost $476.88 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value $560K Shares 10,505 Est. Cost $53.33 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value $546K Shares 6,096 Est. Cost $89.61 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value $496K Shares 8,407 Est. Cost $46.36 Unrealized
DIS DISNEY WALT CO 0.2%
Value $469K Shares 4,852 Est. Cost $112.19 Unrealized -2.4%
SLB SLB LIMITED 0.1%
Value $374K Shares 7,471 Est. Cost $48.38 Unrealized -0.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value $338K Shares 1,714 Est. Cost $233.41 Unrealized +8.5%
BX BLACKSTONE INC 0.1%
Value $307K Shares 2,682 Est. Cost $118.59 Unrealized +18.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $283K Shares 3,112 Est. Cost $119.40 Unrealized -23.2%
EDWARDS LIFESCIENCES CORP 0.1%
Value $244K Shares 3,000 Est. Cost $81.26 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $244K Shares 372 Est. Cost $544.22 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $225K Shares 226 Est. Cost $950.53 Unrealized +1.4%
RIOT RIOT PLATFORMS INC 0.1%
Value $224K Shares 17,835 Est. Cost $16.38 Unrealized -3.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value $217K Shares 4,396 Est. Cost $49.44 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $211K Shares 811 Est. Cost $237.29 Unrealized +15.2%
WTFC WINTRUST FINL CORP 0.1%
Value $210K Shares 1,500 Est. Cost $104.28 Unrealized +43.9%
VOE VANGUARD INDEX FDS 0.1%
Value $209K Shares 1,133 Est. Cost $167.67 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $198K Shares 3,475 Est. Cost $65.87 Unrealized -9.4%
VUG VANGUARD INDEX FDS 0.1%
Value $195K Shares 442 Est. Cost $344.20 Unrealized
VSDB VANGUARD MALVERN FDS 0.1%
Value $164K Shares 2,151 Est. Cost $76.05 Unrealized
LLY ELI LILLY & CO 0.1%
Value $158K Shares 166 Est. Cost $832.62 Unrealized +25.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $147K Shares 2,717 Est. Cost $47.85 Unrealized
USB US BANCORP 0.1%
Value $141K Shares 2,680 Est. Cost $56.63 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value $140K Shares 650 Est. Cost $178.69 Unrealized +24.6%
INVESCO QQQ TR 0.0%
Value $135K Shares 231 Est. Cost $584.31 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $134K Shares 578 Est. Cost $204.67 Unrealized +10.5%
TSLA TESLA INC 0.0%
Value $123K Shares 322 Est. Cost $326.68 Unrealized +30.4%
MRK MERCK & CO INC 0.0%
Value $121K Shares 1,000 Est. Cost $112.96 Unrealized +1.2%
FITB FIFTH THIRD BANCORP 0.0%
Value $118K Shares 2,515 Est. Cost $40.69 Unrealized +26.0%
EFA ISHARES TR 0.0%
Value $117K Shares 1,186 Est. Cost $83.63 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $110K Shares 400 Est. Cost $309.83 Unrealized -0.4%
GOOG ALPHABET INC 0.0%
Value $106K Shares 360 Est. Cost $182.64 Unrealized +77.2%
MPC MARATHON PETE CORP 0.0%
Value $95,264 Shares 400 Est. Cost $163.95 Unrealized +12.7%
XLP SELECT SECTOR SPDR TR 0.0%
Value $88,955 Shares 1,092 Est. Cost $81.46 Unrealized
GOOGL ALPHABET INC 0.0%
Value $83,269 Shares 280 Est. Cost $166.73 Unrealized +93.9%
OPCH OPTION CARE HEALTH INC 0.0%
Value $79,470 Shares 3,000 Est. Cost $30.77 Unrealized +11.8%
PFF ISHARES TR 0.0%
Value $78,988 Shares 2,600 Est. Cost $31.48 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $77,402 Shares 105 Est. Cost $393.58 Unrealized +60.3%
UEC URANIUM ENERGY CORP 0.0%
Value $76,551 Shares 5,700 Est. Cost $10.01 Unrealized +64.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $73,994 Shares 352 Est. Cost $134.23 Unrealized +65.2%
BP BP PLC 0.0%
Value $70,455 Shares 1,526 Est. Cost $33.79 Unrealized
IVE ISHARES TR 0.0%
Value $64,504 Shares 305 Est. Cost $197.17 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $64,451 Shares 375 Est. Cost $216.92 Unrealized -16.4%
INTC INTEL CORP 0.0%
Value $63,640 Shares 1,325 Est. Cost $24.89 Unrealized +86.5%
DVY ISHARES TR 0.0%
Value $63,433 Shares 420 Est. Cost $135.07 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $61,730 Shares 1,000 Est. Cost $43.65 Unrealized +31.6%
IWM ISHARES TR 0.0%
Value $61,392 Shares 246 Est. Cost $204.45 Unrealized
BAX BAXTER INTL INC 0.0%
Value $60,609 Shares 3,612 Est. Cost $34.72 Unrealized -41.1%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $60,390 Shares 280 Est. Cost $198.06 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value $58,825 Shares 6,500 Est. Cost $8.77 Unrealized
SII SPROTT INC 0.0%
Value $58,708 Shares 400 Est. Cost $41.37 Unrealized +200.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $54,200 Shares 187 Est. Cost $142.34 Unrealized +60.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $52,357 Shares 1,355 Est. Cost $57.44 Unrealized
AVGO BROADCOM INC 0.0%
Value $51,412 Shares 164 Est. Cost $197.75 Unrealized +69.0%
MELI MERCADOLIBRE INC 0.0%
Value $49,850 Shares 29 Est. Cost $1882.53 Unrealized +9.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value $48,785 Shares 500 Est. Cost $134.19 Unrealized -23.2%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value $48,440 Shares 3,500 Est. Cost $13.84 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $46,411 Shares 118 Est. Cost $284.07 Unrealized +51.8%
ET ENERGY TRANSFER L P 0.0%
Value $45,762 Shares 2,406 Est. Cost $17.35 Unrealized
TNXP TONIX PHARMACEUTICALS HLDG C 0.0%
Value $45,554 Shares 3,330 Est. Cost $20.29 Unrealized -20.2%
PSX PHILLIPS 66 0.0%
Value $43,910 Shares 250 Est. Cost $128.40 Unrealized +14.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value $43,590 Shares 333 Est. Cost $110.86 Unrealized +9.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $43,524 Shares 1,137 Est. Cost $74.52 Unrealized -23.7%
IWF ISHARES TR 0.0%
Value $43,441 Shares 101 Est. Cost $175.92 Unrealized
PFE PFIZER INC 0.0%
Value $42,825 Shares 1,500 Est. Cost $26.68 Unrealized -1.9%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value $37,476 Shares 413 Est. Cost $86.00 Unrealized -18.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $37,430 Shares 1,000 Est. Cost $29.11 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $35,116 Shares 711 Est. Cost $38.39 Unrealized +14.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $34,844 Shares 562 Est. Cost $78.83 Unrealized +8.9%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $34,340 Shares 1,170 Est. Cost $38.68 Unrealized
F FORD MTR CO 0.0%
Value $34,152 Shares 2,924 Est. Cost $10.44 Unrealized +31.6%
DE DEERE & CO 0.0%
Value $33,671 Shares 59 Est. Cost $375.50 Unrealized +46.8%
QUANTA SVCS INC 0.0%
Value $33,607 Shares 60 Est. Cost $560.12 Unrealized
PIMCO DYNAMIC INCOME STRATEG 0.0%
Value $32,235 Shares 1,500 Est. Cost $24.65 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $31,260 Shares 2,000 Est. Cost $13.19 Unrealized +76.6%
SMA SMARTSTOP SELF STORAG REIT I 0.0%
Value $29,639 Shares 974 Est. Cost $30.43 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $29,007 Shares 59 Est. Cost $467.89 Unrealized +15.2%
IDXX IDEXX LABS INC 0.0%
Value $28,233 Shares 50 Est. Cost $485.80 Unrealized +38.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $27,908 Shares 129 Est. Cost $278.61 Unrealized -13.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $25,484 Shares 459 Est. Cost $54.93 Unrealized
EWC ISHARES INC 0.0%
Value $24,941 Shares 452 Est. Cost $55.18 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $24,880 Shares 887 Est. Cost $36.84 Unrealized -19.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value $24,830 Shares 399 Est. Cost $55.40 Unrealized -18.0%
INTU INTUIT 0.0%
Value $24,275 Shares 57 Est. Cost $632.98 Unrealized -21.4%
OKLO OKLO INC 0.0%
Value $24,035 Shares 500 Est. Cost $78.30 Unrealized +2.6%
DAL DELTA AIR LINES INC 0.0%
Value $23,660 Shares 350 Est. Cost $42.88 Unrealized +62.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $22,294 Shares 48 Est. Cost $465.56 Unrealized +11.9%
CL COLGATE PALMOLIVE CO 0.0%
Value $21,523 Shares 252 Est. Cost $98.92 Unrealized -10.3%
MET METLIFE INC 0.0%
Value $21,137 Shares 297 Est. Cost $77.44 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value $21,104 Shares 127 Est. Cost $166.59 Unrealized +7.9%
ALL ALLSTATE CORP 0.0%
Value $20,410 Shares 100 Est. Cost $202.93 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM STAKING 0.0%
Value $20,300 Shares 1,000 Est. Cost $39.18 Unrealized
QALT SEI EXCHANGE TRADED FUNDS 0.0%
Value $19,925 Shares 785 Est. Cost $25.39 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $19,905 Shares 100 Est. Cost $183.13 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $18,965 Shares 95 Est. Cost $192.73 Unrealized -5.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $18,858 Shares 135 Est. Cost $119.70 Unrealized
VHC VIRNETX HLDG CORP 0.0%
Value $18,024 Shares 1,200 Est. Cost $8.64 Unrealized +122.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $17,944 Shares 956 Est. Cost $16.10 Unrealized
CTAS CINTAS CORP 0.0%
Value $17,892 Shares 104 Est. Cost $190.88 Unrealized +1.3%
ARMP ARMATA PHARMACEUTICALS INC 0.0%
Value $15,080 Shares 1,428 Est. Cost $2.56 Unrealized +189.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $14,939 Shares 140 Est. Cost $81.07 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value $13,805 Shares 141 Est. Cost $88.14 Unrealized
IJH ISHARES TR 0.0%
Value $13,620 Shares 200 Est. Cost $62.32 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $13,278 Shares 483 Est. Cost $10.86 Unrealized +159.9%
IJR ISHARES TR 0.0%
Value $12,742 Shares 102 Est. Cost $116.96 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $12,543 Shares 32 Est. Cost $245.44 Unrealized
UAN CVR PARTNERS LP/CVR NITROGEN 0.0%
Value $12,393 Shares 100 Est. Cost $67.13 Unrealized
UMAC UNUSUAL MACHS INC 0.0%
Value $12,340 Shares 1,000 Est. Cost $11.73 Unrealized +24.3%
MEI METHODE ELECTRS INC 0.0%
Value $12,104 Shares 2,116 Est. Cost $10.36 Unrealized -22.6%
NFLX NETFLIX INC. 0.0%
Value $11,466 Shares 120 Est. Cost $83.84 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value $11,392 Shares 91 Est. Cost $129.67 Unrealized -0.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $11,287 Shares 26 Est. Cost $410.72 Unrealized +1.3%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $11,130 Shares 1,000 Est. Cost $14.57 Unrealized 0.0%
WMT WALMART INC 0.0%
Value $10,478 Shares 84 Est. Cost $72.48 Unrealized +68.4%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $10,349 Shares 61 Est. Cost $114.97 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $9,562 Shares 28 Est. Cost $341.50 Unrealized
MBC MASTERBRAND INC 0.0%
Value $9,369 Shares 1,137 Est. Cost $16.30 Unrealized -25.5%
XYZ BLOCK INC 0.0%
Value $8,931 Shares 150 Est. Cost $60.32 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value $8,688 Shares 15 Est. Cost $667.32 Unrealized -1.8%
MOAT VANECK ETF TRUST 0.0%
Value $7,427 Shares 77 Est. Cost $96.95 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value $7,415 Shares 783 Est. Cost $8.42 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $6,952 Shares 92 Est. Cost $72.24 Unrealized +5.7%
SBUX STARBUCKS CORP 0.0%
Value $6,692 Shares 74 Est. Cost $84.26 Unrealized +11.1%
SYK STRYKER CORPORATION 0.0%
Value $6,588 Shares 20 Est. Cost $340.46 Unrealized +7.1%
CAT CATERPILLAR INC 0.0%
Value $6,573 Shares 9 Est. Cost $338.69 Unrealized +102.1%
GPN GLOBAL PMTS INC 0.0%
Value $6,209 Shares 95 Est. Cost $102.17 Unrealized -26.7%
JNJ JOHNSON & JOHNSON 0.0%
Value $6,103 Shares 25 Est. Cost $180.70 Unrealized +26.1%
ADBE ADOBE INC 0.0%
Value $6,034 Shares 25 Est. Cost $548.46 Unrealized -47.1%
OSCR OSCAR HEALTH INC 0.0%
Value $5,865 Shares 500 Est. Cost $14.87 Unrealized -1.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $5,307 Shares 74 Est. Cost $70.40 Unrealized +11.8%
HON HONEYWELL INTL INC 0.0%
Value $5,249 Shares 23 Est. Cost $192.80 Unrealized +17.2%
PEP PEPSICO INC 0.0%
Value $5,103 Shares 33 Est. Cost $128.18 Unrealized +20.7%
COF CAPITAL ONE FINL CORP 0.0%
Value $4,797 Shares 26 Est. Cost $223.24 Unrealized 0.0%
USHY ISHARES TR 0.0%
Value $4,224 Shares 115 Est. Cost $36.73 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $3,623 Shares 18 Est. Cost $253.49 Unrealized -5.0%
PYPL PAYPAL HLDGS INC 0.0%
Value $3,570 Shares 80 Est. Cost $66.97 Unrealized -25.2%
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3,221 Shares 51 Est. Cost $59.24 Unrealized
T AT&T INC 0.0%
Value $2,831 Shares 100 Est. Cost $25.29 Unrealized +1.8%
VTRS VIATRIS INC 0.0%
Value $2,535 Shares 186 Est. Cost $10.81 Unrealized +30.2%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value $2,160 Shares 108 Est. Cost $17.94 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $1,986 Shares 15 Est. Cost $105.08 Unrealized +41.3%
BHF BRIGHTHOUSE FINL INC 0.0%
Value $1,610 Shares 27 Est. Cost $63.88 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value $649 Shares 3 Est. Cost $213.73 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $388 Shares 5 Est. Cost $65.21 Unrealized 0.0%
PTLO PORTILLOS INC 0.0%
Value $248 Shares 46 Est. Cost $11.16 Unrealized -50.6%
FOXA FOX CORP 0.0%
Value $117 Shares 2 Est. Cost $67.20 Unrealized 0.0%
NWSA NEWS CORP NEW 0.0%
Value $25 Shares 1 Est. Cost $25.15 Unrealized 0.0%