GREENWOOD CAPITAL ASSOCIATES LLC Diversified Active

Location: Greenwood, SC

CIK: 0001161822 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Mar 5, 2024

Total Value: $772M

Holdings (246)

AAPL APPLE INC 3.9%
Value $30.37M Shares 157,756 Est. Cost $146.29 Unrealized +25.0%
MSFT MICROSOFT CORP 3.6%
Value $27.8M Shares 73,919 Est. Cost $259.86 Unrealized +34.8%
IVV ISHARES TR 3.4%
Value $26.51M Shares 55,502 Est. Cost $386.75 Unrealized
GOOGL ALPHABET INC 3.0%
Value $23.13M Shares 165,598 Est. Cost $108.68 Unrealized +22.7%
GVI ISHARES TR 1.8%
Value $13.61M Shares 129,869 Est. Cost $112.03 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value $13.45M Shares 85,814 Est. Cost $158.99 Unrealized -9.7%
AGG ISHARES TR 1.7%
Value $13.03M Shares 131,248 Est. Cost $113.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value $12.15M Shares 74,281 Est. Cost $122.01 Unrealized +16.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value $11.94M Shares 33,489 Est. Cost $338.66 Unrealized +3.6%
GTLS CHART INDS INC 1.5%
Value $11.58M Shares 84,962 Est. Cost $152.64 Unrealized -11.5%
IJR ISHARES TR 1.4%
Value $10.97M Shares 101,378 Est. Cost $92.75 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value $10.42M Shares 61,246 Est. Cost $113.36 Unrealized +27.8%
VRTX VERTEX PHARMACEUTICALS INC 1.3%
Value $10.31M Shares 25,345 Est. Cost $278.00 Unrealized +32.9%
TAP MOLSON COORS BEVERAGE CO 1.3%
Value $10.28M Shares 167,913 Est. Cost $45.55 Unrealized +22.8%
SYK STRYKER CORPORATION 1.3%
Value $10.27M Shares 34,303 Est. Cost $276.80 Unrealized -0.7%
SHY ISHARES TR 1.3%
Value $10.17M Shares 123,946 Est. Cost $86.21 Unrealized
IEMG ISHARES INC 1.3%
Value $10.13M Shares 200,332 Est. Cost $53.15 Unrealized
CSCO CISCO SYS INC 1.3%
Value $10.01M Shares 198,054 Est. Cost $42.91 Unrealized +11.8%
IXUS ISHARES TR 1.3%
Value $9.677M Shares 149,033 Est. Cost $61.18 Unrealized
EMR EMERSON ELEC CO 1.2%
Value $9.596M Shares 98,596 Est. Cost $82.00 Unrealized +7.4%
INTC INTEL CORP 1.2%
Value $9.17M Shares 182,495 Est. Cost $45.30 Unrealized -11.6%
EWJ ISHARES INC 1.2%
Value $9.093M Shares 141,763 Est. Cost $60.91 Unrealized
NEE NEXTERA ENERGY INC 1.1%
Value $8.817M Shares 145,153 Est. Cost $63.96 Unrealized -16.4%
PFF ISHARES TR 1.1%
Value $8.747M Shares 280,431 Est. Cost $35.68 Unrealized
PEP PEPSICO INC 1.1%
Value $8.703M Shares 51,240 Est. Cost $149.36 Unrealized +2.9%
EOG EOG RES INC 1.1%
Value $8.537M Shares 70,582 Est. Cost $48.83 Unrealized +136.7%
SLB SCHLUMBERGER LTD 1.1%
Value $8.446M Shares 162,301 Est. Cost $47.73 Unrealized +7.3%
LLY ELI LILLY & CO 1.1%
Value $8.295M Shares 14,230 Est. Cost $294.75 Unrealized +95.1%
ADBE ADOBE INC 1.1%
Value $8.229M Shares 13,794 Est. Cost $362.35 Unrealized +59.2%
EXPE EXPEDIA GROUP INC 1.0%
Value $8.102M Shares 53,377 Est. Cost $123.59 Unrealized -1.7%
CME CME GROUP INC 1.0%
Value $7.71M Shares 36,611 Est. Cost $171.16 Unrealized +13.7%
CRWD CROWDSTRIKE HLDGS INC 1.0%
Value $7.697M Shares 30,148 Est. Cost $161.62 Unrealized +29.6%
BA BOEING CO 1.0%
Value $7.633M Shares 29,284 Est. Cost $218.65 Unrealized -2.2%
WMT WALMART INC 1.0%
Value $7.578M Shares 48,071 Est. Cost $47.85 Unrealized +7.9%
AMD ADVANCED MICRO DEVICES INC 0.9%
Value $7.3M Shares 49,521 Est. Cost $106.31 Unrealized +10.9%
UBER UBER TECHNOLOGIES INC 0.9%
Value $7.169M Shares 116,435 Est. Cost $42.40 Unrealized +23.4%
HON HONEYWELL INTL INC 0.9%
Value $7.167M Shares 34,175 Est. Cost $167.05 Unrealized +3.2%
AMZN AMAZON COM INC 0.9%
Value $7.039M Shares 46,325 Est. Cost $135.08 Unrealized +3.8%
EW EDWARDS LIFESCIENCES CORP 0.9%
Value $7.004M Shares 91,853 Est. Cost $79.58 Unrealized -12.6%
TT TRANE TECHNOLOGIES PLC 0.9%
Value $6.935M Shares 28,433 Est. Cost $202.10 Unrealized +6.2%
MBLY MOBILEYE GLOBAL INC 0.9%
Value $6.878M Shares 158,782 Est. Cost $40.01 Unrealized -1.6%
UNH UNITEDHEALTH GROUP INC 0.9%
Value $6.808M Shares 12,932 Est. Cost $511.31 Unrealized 0.0%
BARRICK GOLD CORP 0.9%
Value $6.721M Shares 371,522 Est. Cost $18.34 Unrealized
FTNT FORTINET INC 0.9%
Value $6.573M Shares 112,298 Est. Cost $61.65 Unrealized -10.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.8%
Value $6.549M Shares 84,701 Est. Cost $74.16 Unrealized -5.9%
FANG DIAMONDBACK ENERGY INC 0.8%
Value $6.548M Shares 42,224 Est. Cost $114.26 Unrealized +26.3%
ZTS ZOETIS INC 0.8%
Value $6.542M Shares 33,147 Est. Cost $171.08 Unrealized +1.0%
GFS GLOBALFOUNDRIES INC 0.8%
Value $6.497M Shares 107,217 Est. Cost $60.09 Unrealized -7.8%
AMAT APPLIED MATLS INC 0.8%
Value $6.43M Shares 39,672 Est. Cost $142.82 Unrealized +0.9%
PPG PPG INDS INC 0.8%
Value $6.387M Shares 42,709 Est. Cost $132.24 Unrealized -2.5%
DIS DISNEY WALT CO 0.8%
Value $6.267M Shares 69,411 Est. Cost $107.82 Unrealized -20.1%
AMGN AMGEN INC 0.8%
Value $6.098M Shares 21,173 Est. Cost $223.10 Unrealized +14.3%
MS MORGAN STANLEY 0.8%
Value $5.846M Shares 62,696 Est. Cost $78.40 Unrealized -4.6%
PFE PFIZER INC 0.7%
Value $5.324M Shares 184,926 Est. Cost $40.11 Unrealized -34.2%
PINS PINTEREST INC 0.7%
Value $5.287M Shares 142,726 Est. Cost $27.30 Unrealized +15.1%
FHN FIRST HORIZON CORPORATION 0.7%
Value $5.135M Shares 362,656 Est. Cost $13.05 Unrealized -14.4%
NKE NIKE INC 0.7%
Value $5.051M Shares 46,523 Est. Cost $109.09 Unrealized -5.6%
BIIB BIOGEN INC 0.6%
Value $4.954M Shares 19,145 Est. Cost $220.20 Unrealized +11.5%
KO COCA COLA CO 0.6%
Value $4.937M Shares 83,785 Est. Cost $56.64 Unrealized -6.0%
GE GENERAL ELECTRIC CO 0.6%
Value $4.618M Shares 36,186 Est. Cost $72.86 Unrealized +25.5%
IXJ ISHARES TR 0.6%
Value $4.517M Shares 52,091 Est. Cost $84.14 Unrealized
KVUE KENVUE INC 0.6%
Value $4.327M Shares 200,978 Est. Cost $21.04 Unrealized -12.5%
NVO NOVO-NORDISK A S 0.6%
Value $4.282M Shares 41,395 Est. Cost $103.45 Unrealized
IEFA ISHARES TR 0.6%
Value $4.26M Shares 60,561 Est. Cost $67.91 Unrealized
COP CONOCOPHILLIPS 0.5%
Value $4.196M Shares 36,149 Est. Cost $107.96 Unrealized +1.6%
BAC BANK AMERICA CORP 0.5%
Value $4.169M Shares 123,817 Est. Cost $30.57 Unrealized -9.7%
SJNK SPDR SER TR 0.5%
Value $4.16M Shares 165,473 Est. Cost $26.06 Unrealized
SPLUNK INC 0.5%
Value $4.092M Shares 26,861 Est. Cost $85.51 Unrealized
QCOM QUALCOMM INC 0.5%
Value $4.024M Shares 27,826 Est. Cost $120.55 Unrealized -1.8%
SPOT SPOTIFY TECHNOLOGY S A 0.5%
Value $4.021M Shares 21,396 Est. Cost $103.91 Unrealized +68.0%
COWZ PACER FDS TR 0.5%
Value $3.784M Shares 72,784 Est. Cost $47.24 Unrealized
EZU ISHARES INC 0.5%
Value $3.657M Shares 77,091 Est. Cost $46.87 Unrealized
INDA ISHARES TR 0.4%
Value $3.455M Shares 70,786 Est. Cost $41.36 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value $3.133M Shares 53,707 Est. Cost $58.46 Unrealized
IXC ISHARES TR 0.4%
Value $2.994M Shares 76,564 Est. Cost $36.57 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value $2.973M Shares 19,929 Est. Cost $142.47 Unrealized -3.3%
DUK DUKE ENERGY CORP NEW 0.4%
Value $2.915M Shares 30,036 Est. Cost $92.55 Unrealized -9.4%
GILD GILEAD SCIENCES INC 0.4%
Value $2.84M Shares 35,053 Est. Cost $59.10 Unrealized +22.1%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $2.781M Shares 11,937 Est. Cost $211.47 Unrealized +5.0%
EWZ ISHARES INC 0.4%
Value $2.709M Shares 77,494 Est. Cost $31.91 Unrealized
TIP ISHARES TR 0.3%
Value $2.595M Shares 24,146 Est. Cost $110.10 Unrealized
ASPN ASPEN AEROGELS INC 0.3%
Value $2.288M Shares 144,984 Est. Cost $9.95 Unrealized +3.8%
NEM NEWMONT CORP 0.3%
Value $2.128M Shares 51,413 Est. Cost $46.99 Unrealized -21.7%
GOOG ALPHABET INC 0.3%
Value $2.115M Shares 15,006 Est. Cost $110.51 Unrealized +21.9%
GSK GSK PLC 0.3%
Value $2.086M Shares 56,276 Est. Cost $30.07 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $1.992M Shares 52,979 Est. Cost $32.94 Unrealized
EFG ISHARES TR 0.3%
Value $1.961M Shares 20,248 Est. Cost $96.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $1.878M Shares 49,825 Est. Cost $37.30 Unrealized -16.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.78M Shares 3,928 Est. Cost $406.71 Unrealized +2.6%
CTRA COTERRA ENERGY INC 0.2%
Value $1.743M Shares 68,287 Est. Cost $24.57 Unrealized +1.5%
MRK MERCK & CO INC 0.2%
Value $1.706M Shares 15,644 Est. Cost $80.60 Unrealized +20.1%
IXN ISHARES TR 0.2%
Value $1.591M Shares 23,329 Est. Cost $68.18 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value $1.565M Shares 10,106 Est. Cost $111.76 Unrealized +7.3%
WFC WELLS FARGO CO NEW 0.2%
Value $1.548M Shares 31,455 Est. Cost $40.69 Unrealized +0.8%
SCCO SOUTHERN COPPER CORP 0.2%
Value $1.548M Shares 17,981 Est. Cost $55.11 Unrealized +22.2%
VST VISTRA CORP 0.2%
Value $1.525M Shares 39,589 Est. Cost $29.65 Unrealized +14.9%
CTLP CANTALOUPE INC 0.2%
Value $1.514M Shares 204,346 Est. Cost $9.34 Unrealized -26.0%
EWW ISHARES INC 0.2%
Value $1.484M Shares 21,874 Est. Cost $67.85 Unrealized
BX BLACKSTONE INC 0.2%
Value $1.453M Shares 11,102 Est. Cost $97.87 Unrealized +4.3%
MDT MEDTRONIC PLC 0.2%
Value $1.437M Shares 17,446 Est. Cost $81.82 Unrealized -12.7%
URA GLOBAL X FDS 0.2%
Value $1.42M Shares 51,281 Est. Cost $27.04 Unrealized
ICOW PACER FDS TR 0.2%
Value $1.416M Shares 45,327 Est. Cost $29.77 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value $1.406M Shares 10,308 Est. Cost $132.13 Unrealized
FIX COMFORT SYS USA INC 0.2%
Value $1.392M Shares 6,768 Est. Cost $85.64 Unrealized +114.1%
JHG JANUS HENDERSON GROUP PLC 0.2%
Value $1.376M Shares 45,635 Est. Cost $33.39 Unrealized -22.6%
EUFN ISHARES TR 0.2%
Value $1.355M Shares 64,643 Est. Cost $20.96 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value $1.343M Shares 17,068 Est. Cost $59.48 Unrealized +12.6%
XLU SELECT SECTOR SPDR TR 0.2%
Value $1.34M Shares 21,162 Est. Cost $63.33 Unrealized
CHDN CHURCHILL DOWNS INC 0.2%
Value $1.328M Shares 9,839 Est. Cost $101.70 Unrealized +15.7%
KMB KIMBERLY-CLARK CORP 0.2%
Value $1.287M Shares 10,591 Est. Cost $115.56 Unrealized -3.8%
UTI UNIVERSAL TECHNICAL INST INC 0.2%
Value $1.275M Shares 101,876 Est. Cost $6.49 Unrealized +56.4%
QSR RESTAURANT BRANDS INTL INC 0.2%
Value $1.255M Shares 16,067 Est. Cost $60.99 Unrealized +14.1%
MMM 3M CO 0.2%
Value $1.239M Shares 11,336 Est. Cost $77.16 Unrealized -2.1%
EXP EAGLE MATLS INC 0.2%
Value $1.213M Shares 5,978 Est. Cost $92.05 Unrealized +89.2%
GRMN GARMIN LTD 0.2%
Value $1.198M Shares 9,322 Est. Cost $100.55 Unrealized +11.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value $1.185M Shares 10,400 Est. Cost $100.03 Unrealized
HBIO HARVARD BIOSCIENCE INC 0.2%
Value $1.18M Shares 220,603 Est. Cost $4.07 Unrealized +10.9%
ILF ISHARES TR 0.2%
Value $1.158M Shares 39,854 Est. Cost $29.50 Unrealized
FBNC FIRST BANCORP N C 0.1%
Value $1.151M Shares 31,090 Est. Cost $30.62 Unrealized -2.3%
IMMR IMMERSION CORP 0.1%
Value $1.115M Shares 157,903 Est. Cost $7.72 Unrealized -14.0%
PRU PRUDENTIAL FINL INC 0.1%
Value $1.087M Shares 10,479 Est. Cost $86.63 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value $1.058M Shares 13,832 Est. Cost $43.87 Unrealized +55.6%
ICLR ICON PLC 0.1%
Value $1.056M Shares 3,730 Est. Cost $222.81 Unrealized +16.1%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value $1.053M Shares 22,707 Est. Cost $46.50 Unrealized
KEX KIRBY CORP 0.1%
Value $1.046M Shares 13,326 Est. Cost $66.37 Unrealized +17.8%
BP BP PLC 0.1%
Value $1.045M Shares 29,506 Est. Cost $38.60 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value $1.043M Shares 10,631 Est. Cost $83.41 Unrealized -3.2%
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value $1.04M Shares 21,076 Est. Cost $46.41 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value $1.038M Shares 64,970 Est. Cost $12.76 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $1.03M Shares 5,352 Est. Cost $130.79 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value $1.022M Shares 10,751 Est. Cost $79.84 Unrealized 0.0%
INFU INFUSYSTEM HLDGS INC 0.1%
Value $1.003M Shares 95,202 Est. Cost $16.43 Unrealized -40.2%
LOW LOWES COS INC 0.1%
Value $988K Shares 4,441 Est. Cost $178.15 Unrealized +9.3%
DHR DANAHER CORPORATION 0.1%
Value $968K Shares 4,183 Est. Cost $224.61 Unrealized -6.3%
UNILEVER PLC 0.1%
Value $946K Shares 19,507 Est. Cost $49.39 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value $945K Shares 7,022 Est. Cost $113.60 Unrealized +6.2%
CW CURTISS WRIGHT CORP 0.1%
Value $942K Shares 4,230 Est. Cost $141.84 Unrealized +46.7%
TROW PRICE T ROWE GROUP INC 0.1%
Value $927K Shares 8,606 Est. Cost $99.91 Unrealized -10.2%
AIR AAR CORP 0.1%
Value $896K Shares 14,366 Est. Cost $51.79 Unrealized +24.0%
PGT INNOVATIONS INC 0.1%
Value $888K Shares 21,819 Est. Cost $16.31 Unrealized
SDGR SCHRODINGER INC 0.1%
Value $877K Shares 24,492 Est. Cost $46.79 Unrealized -38.0%
TFC TRUIST FINL CORP 0.1%
Value $875K Shares 23,709 Est. Cost $39.45 Unrealized -28.5%
MSM MSC INDL DIRECT INC 0.1%
Value $840K Shares 8,298 Est. Cost $98.95 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value $838K Shares 2,066 Est. Cost $348.52 Unrealized
CNA CNA FINL CORP 0.1%
Value $835K Shares 19,741 Est. Cost $35.05 Unrealized -1.6%
IWV ISHARES TR 0.1%
Value $818K Shares 2,989 Est. Cost $121.63 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $814K Shares 4,773 Est. Cost $160.41 Unrealized -9.3%
APA APA CORPORATION 0.1%
Value $811K Shares 22,598 Est. Cost $31.17 Unrealized +11.1%
STE STERIS PLC 0.1%
Value $802K Shares 3,649 Est. Cost $217.41 Unrealized -4.5%
NRG NRG ENERGY INC 0.1%
Value $788K Shares 15,244 Est. Cost $43.46 Unrealized 0.0%
L LOEWS CORP 0.1%
Value $786K Shares 11,295 Est. Cost $62.12 Unrealized +6.3%
OPRX OPTIMIZERX CORP 0.1%
Value $782K Shares 54,675 Est. Cost $18.42 Unrealized -47.9%
SWKH SWK HLDGS CORP 0.1%
Value $778K Shares 44,368 Est. Cost $14.65 Unrealized -11.0%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value $769K Shares 12,057 Est. Cost $51.69 Unrealized -5.5%
ZS ZSCALER INC 0.1%
Value $767K Shares 3,463 Est. Cost $155.57 Unrealized +19.0%
APYX APYX MEDICAL CORPORATION 0.1%
Value $766K Shares 292,424 Est. Cost $7.00 Unrealized -65.4%
PERFORMANT FINL CORP 0.1%
Value $765K Shares 244,697 Est. Cost $2.82 Unrealized
SPXC SPX TECHNOLOGIES INC 0.1%
Value $737K Shares 7,297 Est. Cost $71.70 Unrealized
VCTR VICTORY CAP HLDGS INC 0.1%
Value $723K Shares 20,984 Est. Cost $14.70 Unrealized +103.5%
CELH CELSIUS HLDGS INC 0.1%
Value $711K Shares 13,038 Est. Cost $48.03 Unrealized +11.1%
SMLR SEMLER SCIENTIFIC INC 0.1%
Value $702K Shares 15,847 Est. Cost $53.64 Unrealized -33.0%
CNMD CONMED CORP 0.1%
Value $702K Shares 6,406 Est. Cost $115.04 Unrealized -12.2%
EG EVEREST GROUP LTD 0.1%
Value $700K Shares 1,980 Est. Cost $351.59 Unrealized +6.4%
DNOW NOW INC 0.1%
Value $693K Shares 61,217 Est. Cost $9.81 Unrealized +11.7%
HAYNES INTL INC 0.1%
Value $664K Shares 11,639 Est. Cost $32.77 Unrealized
BLKB BLACKBAUD INC 0.1%
Value $652K Shares 7,519 Est. Cost $63.22 Unrealized +19.7%
MX MAGNACHIP SEMICONDUCTOR CORP 0.1%
Value $629K Shares 83,902 Est. Cost $13.99 Unrealized -47.8%
VTI VANGUARD INDEX FDS 0.1%
Value $625K Shares 2,636 Est. Cost $149.05 Unrealized
FR FIRST INDL RLTY TR INC 0.1%
Value $620K Shares 11,764 Est. Cost $46.62 Unrealized
ENVESTNET INC 0.1%
Value $620K Shares 12,512 Est. Cost $55.34 Unrealized
MGNI MAGNITE INC 0.1%
Value $618K Shares 66,134 Est. Cost $10.42 Unrealized -24.1%
COST COSTCO WHSL CORP NEW 0.1%
Value $615K Shares 932 Est. Cost $510.98 Unrealized +12.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $611K Shares 1,151 Est. Cost $422.18 Unrealized +13.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value $601K Shares 7,163 Est. Cost $78.99 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $598K Shares 6,999 Est. Cost $70.61 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.1%
Value $595K Shares 8,074 Est. Cost $68.30 Unrealized -1.0%
APLE APPLE HOSPITALITY REIT INC 0.1%
Value $583K Shares 35,113 Est. Cost $15.68 Unrealized
ICAD INC 0.1%
Value $571K Shares 322,685 Est. Cost $6.38 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.1%
Value $564K Shares 7,435 Est. Cost $65.41 Unrealized +15.1%
NFG NATIONAL FUEL GAS CO 0.1%
Value $564K Shares 11,245 Est. Cost $65.45 Unrealized -21.2%
FLR FLUOR CORP NEW 0.1%
Value $563K Shares 14,377 Est. Cost $32.41 Unrealized +14.0%
AEHR AEHR TEST SYS 0.1%
Value $558K Shares 21,046 Est. Cost $18.34 Unrealized +59.0%
AAON AAON INC 0.1%
Value $556K Shares 7,533 Est. Cost $62.48 Unrealized -2.2%
DPZ DOMINOS PIZZA INC 0.1%
Value $556K Shares 1,348 Est. Cost $363.43 Unrealized 0.0%
OBK ORIGIN BANCORP INC 0.1%
Value $551K Shares 15,500 Est. Cost $36.74 Unrealized -13.7%
SPY SPDR S&P 500 ETF TR 0.1%
Value $549K Shares 1,154 Est. Cost $386.25 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $542K Shares 5,423 Est. Cost $85.20 Unrealized +14.5%
NVDA NVIDIA CORPORATION 0.1%
Value $523K Shares 1,057 Est. Cost $21.10 Unrealized +119.5%
IJH ISHARES TR 0.1%
Value $516K Shares 1,863 Est. Cost $254.73 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $506K Shares 2,370 Est. Cost $213.33 Unrealized
HTB HOMETRUST BANCSHARES INC 0.1%
Value $497K Shares 18,474 Est. Cost $16.05 Unrealized +42.6%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value $497K Shares 9,226 Est. Cost $53.84 Unrealized
CYRX CRYOPORT INC 0.1%
Value $492K Shares 31,786 Est. Cost $22.65 Unrealized -42.3%
TWLO TWILIO INC 0.1%
Value $478K Shares 6,297 Est. Cost $62.33 Unrealized 0.0%
OMCL OMNICELL COM 0.1%
Value $476K Shares 12,659 Est. Cost $57.47 Unrealized -36.0%
CALLON PETE CO DEL 0.1%
Value $475K Shares 14,665 Est. Cost $56.92 Unrealized
SUPER MICRO COMPUTER INC 0.1%
Value $462K Shares 1,626 Est. Cost $284.26 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $462K Shares 5,684 Est. Cost $81.28 Unrealized
DGII DIGI INTL INC 0.1%
Value $458K Shares 17,625 Est. Cost $18.27 Unrealized +35.8%
ABT ABBOTT LABS 0.1%
Value $456K Shares 4,141 Est. Cost $101.30 Unrealized -5.2%
GMED GLOBUS MED INC 0.1%
Value $439K Shares 8,242 Est. Cost $53.23 Unrealized -8.4%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value $434K Shares 11,568 Est. Cost $31.77 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value $426K Shares 6,801 Est. Cost $67.93 Unrealized -19.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $425K Shares 2,902 Est. Cost $136.50 Unrealized +3.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.1%
Value $423K Shares 6,132 Est. Cost $20.19 Unrealized
WRB BERKLEY W R CORP 0.1%
Value $420K Shares 5,932 Est. Cost $43.01 Unrealized 0.0%
SOUTHSTATE CORPORATION 0.1%
Value $404K Shares 4,779 Est. Cost $74.22 Unrealized
HCKT HACKETT GROUP INC 0.1%
Value $403K Shares 17,699 Est. Cost $20.31 Unrealized +11.6%
CAT CATERPILLAR INC 0.1%
Value $400K Shares 1,352 Est. Cost $251.22 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $397K Shares 4,652 Est. Cost $66.19 Unrealized +11.2%
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value $394K Shares 4,784 Est. Cost $82.40 Unrealized
EFV ISHARES TR 0.1%
Value $389K Shares 7,463 Est. Cost $46.60 Unrealized
PRK PARK NATL CORP 0.0%
Value $374K Shares 2,815 Est. Cost $121.21 Unrealized -8.4%
CORECARD CORPORATION 0.0%
Value $370K Shares 26,779 Est. Cost $31.97 Unrealized
JYNT JOINT CORP 0.0%
Value $370K Shares 38,520 Est. Cost $17.21 Unrealized -49.6%
GEN GEN DIGITAL INC 0.0%
Value $366K Shares 16,031 Est. Cost $23.66 Unrealized -19.6%
AXP AMERICAN EXPRESS CO 0.0%
Value $359K Shares 1,918 Est. Cost $160.00 Unrealized -1.9%
LNTH LANTHEUS HLDGS INC 0.0%
Value $354K Shares 5,709 Est. Cost $67.75 Unrealized 0.0%
IXG ISHARES TR 0.0%
Value $335K Shares 4,264 Est. Cost $64.01 Unrealized
HD HOME DEPOT INC 0.0%
Value $318K Shares 917 Est. Cost $268.94 Unrealized +9.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $303K Shares 5,911 Est. Cost $60.53 Unrealized -22.3%
IWM ISHARES TR 0.0%
Value $298K Shares 1,484 Est. Cost $200.71 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $294K Shares 1,296 Est. Cost $213.74 Unrealized -2.4%
WSM WILLIAMS SONOMA INC 0.0%
Value $294K Shares 1,455 Est. Cost $66.29 Unrealized +26.4%
CWI SPDR INDEX SHS FDS 0.0%
Value $280K Shares 10,366 Est. Cost $23.88 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $279K Shares 655 Est. Cost $363.38 Unrealized +9.3%
SCHH SCHWAB STRATEGIC TR 0.0%
Value $274K Shares 13,238 Est. Cost $20.71 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value $270K Shares 4,050 Est. Cost $53.01 Unrealized +20.3%
VBK VANGUARD INDEX FDS 0.0%
Value $263K Shares 1,089 Est. Cost $241.77 Unrealized
V VISA INC 0.0%
Value $260K Shares 997 Est. Cost $198.52 Unrealized +22.2%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $259K Shares 19,458 Est. Cost $13.30 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $256K Shares 5,354 Est. Cost $41.97 Unrealized
AMLX AMYLYX PHARMACEUTICALS INC 0.0%
Value $256K Shares 17,395 Est. Cost $21.15 Unrealized -27.5%
BIL SPDR SER TR 0.0%
Value $248K Shares 2,711 Est. Cost $91.47 Unrealized
GIS GENERAL MLS INC 0.0%
Value $236K Shares 3,622 Est. Cost $43.23 Unrealized +37.7%
RTX RTX CORPORATION 0.0%
Value $233K Shares 2,775 Est. Cost $92.29 Unrealized -18.1%
WDC WESTERN DIGITAL CORP. 0.0%
Value $230K Shares 4,385 Est. Cost $41.60 Unrealized -16.2%
IGSB ISHARES TR 0.0%
Value $225K Shares 4,388 Est. Cost $61.70 Unrealized
QAI INDEXIQ ETF TR 0.0%
Value $219K Shares 7,260 Est. Cost $31.31 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $215K Shares 1,369 Est. Cost $134.26 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value $215K Shares 1,664 Est. Cost $109.71 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value $213K Shares 2,270 Est. Cost $87.27 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $205K Shares 17,866 Est. Cost $11.38 Unrealized
LIQT LIQTECH INTL INC 0.0%
Value $202K Shares 59,173 Est. Cost $3.39 Unrealized +5.3%
SBSW SIBANYE STILLWATER LTD 0.0%
Value $127K Shares 23,440 Est. Cost $12.65 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value $99,445 Shares 18,180 Est. Cost $6.09 Unrealized