STRATEGY ASSET MANAGERS LLC Diversified Active

CIK: 0001166716 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 2, 2024

Total Value ($000): $450,468 (100.0% shares, 0.0% debt)

Holdings (242)

MSFT MICROSOFT CORP 4.3%
Value ($000) $19,319 Shares 56,730 Est. Cost $94.60 Unrealized +341.1%
AVGO BROADCOM INC 3.2%
Value ($000) $14,415 Shares 16,619 Est. Cost $58.11 Unrealized +136.9%
LMT LOCKHEED MARTIN CORP 2.9%
Value ($000) $12,864 Shares 27,942 Est. Cost $151.09 Unrealized +192.3%
AAPL APPLE INC 2.7%
Value ($000) $11,981 Shares 61,768 Est. Cost $143.76 Unrealized +28.8%
GOOGL ALPHABET INC 2.6%
Value ($000) $11,606 Shares 96,956 Est. Cost $113.74 Unrealized +47.1%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $11,514 Shares 79,167 Est. Cost $120.55 Unrealized +56.9%
CSCO CISCO SYS INC 2.3%
Value ($000) $10,495 Shares 202,841 Est. Cost $40.73 Unrealized +11.2%
CVX CHEVRON CORP NEW 2.3%
Value ($000) $10,394 Shares 66,057 Est. Cost $127.07 Unrealized +16.8%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $10,208 Shares 61,673 Est. Cost $73.04 Unrealized +93.6%
EMR EMERSON ELEC CO 2.1%
Value ($000) $9,397 Shares 103,964 Est. Cost $61.19 Unrealized +75.6%
BP BP PLC 2.1%
Value ($000) $9,319 Shares 264,056 Est. Cost $14.33 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 2.0%
Value ($000) $8,972 Shares 100,141 Est. Cost $54.12 Unrealized +61.5%
AON AON PLC 1.9%
Value ($000) $8,416 Shares 24,381 Est. Cost $205.67 Unrealized +42.2%
NEM NEWMONT CORP 1.8%
Value ($000) $8,175 Shares 191,625 Est. Cost $39.61 Unrealized 0.0%
HON HONEYWELL INTL INC 1.8%
Value ($000) $8,155 Shares 39,300 Est. Cost $87.63 Unrealized +109.7%
PFE PFIZER INC 1.8%
Value ($000) $8,069 Shares 219,990 Est. Cost $24.67 Unrealized +0.4%
AJG GALLAGHER ARTHUR J & CO 1.7%
Value ($000) $7,847 Shares 35,737 Est. Cost $95.81 Unrealized +155.2%
TXN TEXAS INSTRS INC 1.7%
Value ($000) $7,766 Shares 43,142 Est. Cost $105.02 Unrealized +67.7%
BHP BHP GROUP LTD 1.7%
Value ($000) $7,716 Shares 129,315 Est. Cost $74.97 Unrealized
RETAIL OPPORTUNITY INVTS COR 1.7%
Value ($000) $7,507 Shares 555,659 Est. Cost $13.17 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $7,093 Shares 20,801 Est. Cost $247.20 Unrealized +65.3%
DEO DIAGEO PLC 1.5%
Value ($000) $6,737 Shares 38,834 Est. Cost $168.94 Unrealized
ETN EATON CORP PLC 1.4%
Value ($000) $6,502 Shares 32,334 Est. Cost $193.09 Unrealized +64.3%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $6,354 Shares 14,333 Est. Cost $408.82 Unrealized
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $6,330 Shares 23,977 Est. Cost $212.62 Unrealized +7.2%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $5,902 Shares 27,434 Est. Cost $133.41 Unrealized +112.9%
HD HOME DEPOT INC 1.3%
Value ($000) $5,729 Shares 18,442 Est. Cost $237.75 Unrealized +37.8%
WMT WALMART INC 1.2%
Value ($000) $5,591 Shares 35,570 Est. Cost $48.98 Unrealized +26.5%
MRK MERCK & CO INC 1.2%
Value ($000) $5,545 Shares 48,058 Est. Cost $72.82 Unrealized +67.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.2%
Value ($000) $5,520 Shares 48,811 Est. Cost $90.80 Unrealized +45.1%
META META PLATFORMS INC 1.1%
Value ($000) $5,107 Shares 17,796 Est. Cost $271.45 Unrealized +78.1%
DIS DISNEY WALT CO 1.1%
Value ($000) $5,000 Shares 56,002 Est. Cost $66.15 Unrealized +59.5%
TGT TARGET CORP 1.1%
Value ($000) $4,760 Shares 36,087 Est. Cost $146.33 Unrealized +1.1%
SYY SYSCO CORP 1.0%
Value ($000) $4,350 Shares 58,619 Est. Cost $63.85 Unrealized +11.5%
MDT MEDTRONIC PLC 0.9%
Value ($000) $4,019 Shares 45,618 Est. Cost $84.08 Unrealized -7.1%
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $3,982 Shares 8,963 Est. Cost $441.82 Unrealized +16.3%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $3,965 Shares 12,850 Est. Cost $281.53 Unrealized +6.3%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $3,935 Shares 10,652 Est. Cost $307.21 Unrealized
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $3,933 Shares 20,028 Est. Cost $126.86 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.9%
Value ($000) $3,908 Shares 22,535 Est. Cost $136.72 Unrealized +48.4%
IVV ISHARES TR 0.9%
Value ($000) $3,905 Shares 8,762 Est. Cost $358.48 Unrealized
CEG CONSTELLATION ENERGY CORP 0.8%
Value ($000) $3,785 Shares 41,340 Est. Cost $86.62 Unrealized +133.2%
NGG NATIONAL GRID PLC 0.8%
Value ($000) $3,483 Shares 51,733 Est. Cost $64.35 Unrealized
LLY LILLY ELI & CO 0.7%
Value ($000) $3,207 Shares 6,838 Est. Cost $432.34 Unrealized +82.9%
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $2,979 Shares 33,194 Est. Cost $73.66 Unrealized +28.0%
GLW CORNING INC 0.6%
Value ($000) $2,602 Shares 74,248 Est. Cost $29.75 Unrealized +13.2%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,554 Shares 17,067 Est. Cost $129.48 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,387 Shares 17,986 Est. Cost $109.15 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,207 Shares 29,401 Est. Cost $71.57 Unrealized
SDY SPDR SER TR 0.5%
Value ($000) $2,105 Shares 17,175 Est. Cost $100.64 Unrealized
MBB ISHARES TR 0.4%
Value ($000) $1,946 Shares 20,860 Est. Cost $103.93 Unrealized
ILF ISHARES TR 0.4%
Value ($000) $1,843 Shares 67,823 Est. Cost $27.23 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $1,812 Shares 22,352 Est. Cost $82.03 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,745 Shares 16,268 Est. Cost $100.80 Unrealized +9.2%
EFA ISHARES TR 0.4%
Value ($000) $1,668 Shares 23,006 Est. Cost $70.46 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,635 Shares 3,038 Est. Cost $506.66 Unrealized +52.7%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,620 Shares 3,830 Est. Cost $24.73 Unrealized +308.6%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $1,589 Shares 4,514 Est. Cost $354.04 Unrealized +22.6%
GWW GRAINGER W W INC 0.3%
Value ($000) $1,570 Shares 1,991 Est. Cost $655.61 Unrealized +41.5%
IGSB ISHARES TR 0.3%
Value ($000) $1,568 Shares 31,255 Est. Cost $50.50 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,452 Shares 11,137 Est. Cost $140.50 Unrealized +30.7%
IAU ISHARES GOLD TR 0.3%
Value ($000) $1,387 Shares 38,125 Est. Cost $36.39 Unrealized
SHV ISHARES TR 0.3%
Value ($000) $1,359 Shares 12,309 Est. Cost $110.20 Unrealized
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $1,327 Shares 14,033 Est. Cost $70.16 Unrealized 0.0%
PWR QUANTA SVCS INC 0.3%
Value ($000) $1,310 Shares 6,667 Est. Cost $232.41 Unrealized +13.8%
USMV ISHARES TR 0.3%
Value ($000) $1,280 Shares 17,224 Est. Cost $68.42 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,271 Shares 5,723 Est. Cost $246.29 Unrealized +13.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,270 Shares 2,642 Est. Cost $490.24 Unrealized -3.5%
MS MORGAN STANLEY 0.3%
Value ($000) $1,256 Shares 14,702 Est. Cost $88.96 Unrealized +2.1%
PEP PEPSICO INC 0.3%
Value ($000) $1,220 Shares 6,587 Est. Cost $136.15 Unrealized +19.2%
IHI ISHARES TR 0.3%
Value ($000) $1,220 Shares 21,601 Est. Cost $56.46 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,100 Shares 6,325 Est. Cost $119.44 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,077 Shares 4,900 Est. Cost $225.83 Unrealized +4.8%
ARISTA NETWORKS INC 0.2%
Value ($000) $1,076 Shares 6,638 Est. Cost $162.06 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $1,069 Shares 2,502 Est. Cost $401.35 Unrealized +37.7%
AZO AUTOZONE INC 0.2%
Value ($000) $1,045 Shares 419 Est. Cost $2927.39 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,043 Shares 1,092 Est. Cost $69.13 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $1,038 Shares 4,369 Est. Cost $231.14 Unrealized +17.2%
IT GARTNER INC 0.2%
Value ($000) $1,025 Shares 2,925 Est. Cost $444.91 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,023 Shares 12,598 Est. Cost $60.29 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $1,004 Shares 11,913 Est. Cost $84.30 Unrealized
PCG PG&E CORP 0.2%
Value ($000) $943 Shares 54,585 Est. Cost $17.42 Unrealized 0.0%
TLT ISHARES TR 0.2%
Value ($000) $922 Shares 8,960 Est. Cost $93.77 Unrealized
FSLR FIRST SOLAR INC 0.2%
Value ($000) $911 Shares 4,794 Est. Cost $218.00 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $905 Shares 5,407 Est. Cost $169.04 Unrealized -3.9%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $892 Shares 9,434 Est. Cost $79.63 Unrealized +24.6%
LYV LIVE NATION ENTERTAINMENT IN 0.2%
Value ($000) $876 Shares 9,619 Est. Cost $94.54 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $872 Shares 1,671 Est. Cost $408.33 Unrealized +39.5%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $870 Shares 11,621 Est. Cost $92.47 Unrealized 0.0%
HSY HERSHEY CO 0.2%
Value ($000) $839 Shares 3,361 Est. Cost $183.90 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $836 Shares 2,803 Est. Cost $224.45 Unrealized +13.6%
DISCOVER FINL SVCS 0.2%
Value ($000) $832 Shares 7,121 Est. Cost $116.85 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.2%
Value ($000) $814 Shares 5,898 Est. Cost $139.37 Unrealized +25.6%
NTAP NETAPP INC 0.2%
Value ($000) $809 Shares 10,591 Est. Cost $96.04 Unrealized +13.1%
ESGU ISHARES TR 0.2%
Value ($000) $803 Shares 8,234 Est. Cost $80.93 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $798 Shares 13,567 Est. Cost $62.02 Unrealized 0.0%
FTNT FORTINET INC 0.2%
Value ($000) $773 Shares 10,221 Est. Cost $60.64 Unrealized +2.5%
RSPD INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $766 Shares 5,553 Est. Cost $63.90 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $745 Shares 7,474 Est. Cost $89.06 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $743 Shares 5,655 Est. Cost $188.88 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $738 Shares 5,146 Est. Cost $118.07 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $728 Shares 9,451 Est. Cost $63.13 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $728 Shares 5,501 Est. Cost $192.70 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.2%
Value ($000) $728 Shares 9,680 Est. Cost $68.60 Unrealized 0.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $727 Shares 4,298 Est. Cost $141.59 Unrealized 0.0%
CI THE CIGNA GROUP 0.2%
Value ($000) $726 Shares 2,586 Est. Cost $334.20 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $714 Shares 1,566 Est. Cost $444.00 Unrealized 0.0%
REG REGENCY CTRS CORP 0.2%
Value ($000) $709 Shares 11,478 Est. Cost $56.01 Unrealized 0.0%
AGG ISHARES TR 0.2%
Value ($000) $700 Shares 7,147 Est. Cost $97.95 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $699 Shares 14,466 Est. Cost $47.24 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $692 Shares 2,023 Est. Cost $298.24 Unrealized +33.5%
KELLOGG CO 0.2%
Value ($000) $691 Shares 10,256 Est. Cost $56.18 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $688 Shares 4,537 Est. Cost $127.97 Unrealized +22.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $687 Shares 10,744 Est. Cost $41.01 Unrealized 0.0%
IEFA ISHARES TR 0.2%
Value ($000) $687 Shares 10,178 Est. Cost $55.57 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $684 Shares 2,240 Est. Cost $217.29 Unrealized +53.4%
ABT ABBOTT LABS 0.2%
Value ($000) $678 Shares 6,219 Est. Cost $101.49 Unrealized +1.4%
AMLP ALPS ETF TR 0.1%
Value ($000) $670 Shares 17,082 Est. Cost $39.47 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $661 Shares 8,622 Est. Cost $64.44 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $643 Shares 8,474 Est. Cost $76.36 Unrealized 0.0%
GDX VANECK ETF TRUST 0.1%
Value ($000) $633 Shares 21,031 Est. Cost $30.11 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $624 Shares 231 Est. Cost $3019.04 Unrealized +21.1%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $618 Shares 15,419 Est. Cost $38.38 Unrealized
CMBS ISHARES TR 0.1%
Value ($000) $611 Shares 13,332 Est. Cost $45.86 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $608 Shares 3,748 Est. Cost $162.26 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $602 Shares 8,672 Est. Cost $74.64 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $597 Shares 8,640 Est. Cost $58.52 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $594 Shares 12,988 Est. Cost $41.98 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $583 Shares 7,998 Est. Cost $61.58 Unrealized +5.8%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $569 Shares 1,232 Est. Cost $372.39 Unrealized +54.6%
LKQ LKQ CORP 0.1%
Value ($000) $545 Shares 9,347 Est. Cost $42.42 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $521 Shares 5,376 Est. Cost $88.69 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $521 Shares 5,395 Est. Cost $105.32 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $507 Shares 5,315 Est. Cost $86.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $502 Shares 1,027 Est. Cost $491.76 Unrealized -1.5%
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $498 Shares 7,048 Est. Cost $57.35 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $488 Shares 4,929 Est. Cost $84.57 Unrealized -7.7%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $471 Shares 3,076 Est. Cost $153.14 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $468 Shares 4,301 Est. Cost $105.06 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $466 Shares 2,612 Est. Cost $178.45 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $464 Shares 2,197 Est. Cost $229.58 Unrealized +15.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $448 Shares 13,581 Est. Cost $32.62 Unrealized +8.3%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $444 Shares 1,004 Est. Cost $312.58 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $436 Shares 5,873 Est. Cost $72.15 Unrealized -6.3%
LQD ISHARES TR 0.1%
Value ($000) $435 Shares 4,023 Est. Cost $110.02 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $433 Shares 7,271 Est. Cost $51.01 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $431 Shares 7,975 Est. Cost $45.08 Unrealized +62.4%
BLACKROCK INC 0.1%
Value ($000) $422 Shares 610 Est. Cost $567.10 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $417 Shares 4,119 Est. Cost $82.54 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $407 Shares 4,159 Est. Cost $100.12 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $397 Shares 7,953 Est. Cost $63.55 Unrealized 0.0%
IXN ISHARES TR 0.1%
Value ($000) $389 Shares 6,248 Est. Cost $45.41 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $384 Shares 1,996 Est. Cost $189.35 Unrealized +20.7%
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $382 Shares 8,096 Est. Cost $39.19 Unrealized +2.9%
GOOG ALPHABET INC 0.1%
Value ($000) $381 Shares 3,149 Est. Cost $130.93 Unrealized +29.0%
PSX PHILLIPS 66 0.1%
Value ($000) $373 Shares 3,912 Est. Cost $77.05 Unrealized +81.2%
AFL AFLAC INC 0.1%
Value ($000) $362 Shares 5,182 Est. Cost $55.98 Unrealized +48.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $361 Shares 1,852 Est. Cost $158.97 Unrealized +30.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $351 Shares 1,956 Est. Cost $155.77 Unrealized -16.5%
LOW LOWES COS INC 0.1%
Value ($000) $351 Shares 1,553 Est. Cost $178.25 Unrealized +24.2%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $349 Shares 2,157 Est. Cost $126.38 Unrealized
NKE NIKE INC 0.1%
Value ($000) $340 Shares 3,078 Est. Cost $127.36 Unrealized -29.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $337 Shares 1,347 Est. Cost $183.62 Unrealized +29.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $337 Shares 1,124 Est. Cost $254.98 Unrealized -4.9%
LIN LINDE PLC 0.1%
Value ($000) $333 Shares 873 Est. Cost $331.32 Unrealized +30.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $330 Shares 811 Est. Cost $410.80 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $321 Shares 10,148 Est. Cost $31.63 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $320 Shares 2,170 Est. Cost $106.16 Unrealized 0.0%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $317 Shares 3,912 Est. Cost $68.53 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $317 Shares 1,818 Est. Cost $150.39 Unrealized +51.1%
BRO BROWN & BROWN INC 0.1%
Value ($000) $316 Shares 4,590 Est. Cost $73.85 Unrealized +16.4%
CTAS CINTAS CORP 0.1%
Value ($000) $314 Shares 633 Est. Cost $116.08 Unrealized +45.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $312 Shares 1,884 Est. Cost $179.16 Unrealized +7.8%
HOPE HOPE BANCORP INC 0.1%
Value ($000) $308 Shares 36,575 Est. Cost $12.98 Unrealized -18.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $307 Shares 2,744 Est. Cost $111.27 Unrealized +4.6%
XYL XYLEM INC 0.1%
Value ($000) $304 Shares 2,701 Est. Cost $89.85 Unrealized +48.6%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $303 Shares 756 Est. Cost $353.63 Unrealized +19.8%
ZTS ZOETIS INC 0.1%
Value ($000) $303 Shares 1,760 Est. Cost $145.71 Unrealized +12.1%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $303 Shares 3,019 Est. Cost $83.10 Unrealized +24.9%
PPG PPG INDS INC 0.1%
Value ($000) $303 Shares 2,041 Est. Cost $126.97 Unrealized +0.3%
EEM ISHARES TR 0.1%
Value ($000) $300 Shares 7,586 Est. Cost $39.56 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $300 Shares 2,160 Est. Cost $134.45 Unrealized +21.7%
PLD PROLOGIS INC. 0.1%
Value ($000) $300 Shares 2,445 Est. Cost $112.85 Unrealized -7.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $298 Shares 757 Est. Cost $336.92 Unrealized +34.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $297 Shares 1,869 Est. Cost $131.40 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $297 Shares 3,854 Est. Cost $72.62 Unrealized +22.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $295 Shares 1,112 Est. Cost $232.86 Unrealized +31.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $295 Shares 1,230 Est. Cost $164.14 Unrealized +52.5%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $287 Shares 3,791 Est. Cost $74.36 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $285 Shares 2,940 Est. Cost $87.32 Unrealized +7.3%
IJH ISHARES TR 0.1%
Value ($000) $284 Shares 1,086 Est. Cost $92.29 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $279 Shares 3,722 Est. Cost $75.07 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $279 Shares 1,364 Est. Cost $202.27 Unrealized +11.5%
NOBL PROSHARES TR 0.1%
Value ($000) $278 Shares 2,945 Est. Cost $79.80 Unrealized
KBR KBR INC 0.1%
Value ($000) $277 Shares 4,255 Est. Cost $63.29 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $276 Shares 2,372 Est. Cost $105.46 Unrealized +6.3%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $272 Shares 679 Est. Cost $409.86 Unrealized +1.8%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $270 Shares 1,379 Est. Cost $210.95 Unrealized -0.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $269 Shares 2,600 Est. Cost $81.39 Unrealized +41.8%
AADR ADVISORSHARES TR 0.1%
Value ($000) $269 Shares 5,419 Est. Cost $44.24 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $268 Shares 4,477 Est. Cost $56.24 Unrealized -13.5%
SPIB SPDR SER TR 0.1%
Value ($000) $265 Shares 8,250 Est. Cost $32.11 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $263 Shares 2,451 Est. Cost $31.77 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $262 Shares 3,009 Est. Cost $64.75 Unrealized +7.7%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $262 Shares 3,918 Est. Cost $53.09 Unrealized -15.3%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $259 Shares 1,816 Est. Cost $137.05 Unrealized -11.2%
CWB SPDR SER TR 0.1%
Value ($000) $259 Shares 3,705 Est. Cost $69.95 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $259 Shares 1,061 Est. Cost $209.71 Unrealized +57.8%
EMB ISHARES TR 0.1%
Value ($000) $257 Shares 2,973 Est. Cost $88.58 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $257 Shares 1,096 Est. Cost $228.83 Unrealized +29.4%
CB CHUBB LIMITED 0.1%
Value ($000) $255 Shares 1,323 Est. Cost $184.84 Unrealized +36.7%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $254 Shares 2,875 Est. Cost $87.45 Unrealized -12.2%
XEL XCEL ENERGY INC 0.1%
Value ($000) $253 Shares 4,076 Est. Cost $51.36 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $252 Shares 1,551 Est. Cost $162.44 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $251 Shares 1,137 Est. Cost $41.59 Unrealized +25.8%
ICSH ISHARES TR 0.1%
Value ($000) $250 Shares 4,973 Est. Cost $50.30 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $250 Shares 2,561 Est. Cost $78.57 Unrealized +16.2%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $249 Shares 2,054 Est. Cost $68.93 Unrealized +75.6%
ECL ECOLAB INC 0.1%
Value ($000) $248 Shares 1,328 Est. Cost $190.51 Unrealized +19.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $248 Shares 5,967 Est. Cost $36.26 Unrealized +2.4%
CMS CMS ENERGY CORP 0.1%
Value ($000) $248 Shares 4,216 Est. Cost $59.73 Unrealized -3.6%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $246 Shares 5,233 Est. Cost $41.10 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $244 Shares 1,809 Est. Cost $134.84 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $243 Shares 2,235 Est. Cost $130.12 Unrealized 0.0%
GTO INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $243 Shares 5,227 Est. Cost $46.46 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $241 Shares 877 Est. Cost $227.43 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $238 Shares 5,081 Est. Cost $41.11 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $232 Shares 2,074 Est. Cost $101.75 Unrealized +4.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $230 Shares 1,184 Est. Cost $176.27 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $229 Shares 7,993 Est. Cost $24.21 Unrealized +52.1%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $228 Shares 5,921 Est. Cost $28.82 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $228 Shares 3,217 Est. Cost $54.95 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $227 Shares 1,029 Est. Cost $205.63 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $219 Shares 4,467 Est. Cost $50.12 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $218 Shares 4,792 Est. Cost $38.91 Unrealized -8.7%
GOVT ISHARES TR 0.0%
Value ($000) $216 Shares 9,431 Est. Cost $22.90 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $215 Shares 4,413 Est. Cost $53.23 Unrealized -9.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $212 Shares 5,691 Est. Cost $36.47 Unrealized 0.0%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $204 Shares 819 Est. Cost $251.07 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $203 Shares 4,073 Est. Cost $49.72 Unrealized
DC DAKOTA GOLD CORP 0.0%
Value ($000) $134 Shares 45,900 Est. Cost $3.09 Unrealized -13.8%
INDAPTUS THERAPEUTICS INC 0.0%
Value ($000) $87 Shares 45,336 Est. Cost $2.17 Unrealized