Simmons Bank Diversified Active

CIK: 0001674486 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 26, 2023

Total Value ($000): $1,128,167 (100.0% shares, 0.0% debt)

Holdings (318)

ORLY O REILLY AUTOMOTIVE INC 9.5%
Value ($000) $106,748 Shares 117,453 Est. Cost $20.50 Unrealized +206.0%
SPY SPDR S&P 500 (MKT) 3.7%
Value ($000) $41,409 Shares 96,868 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $32,060 Shares 101,535 Est. Cost $83.09 Unrealized +290.6%
SFNC SIMMONS 1ST NATL CORP 2.7%
Value ($000) $30,563 Shares 1,802,077 Est. Cost $23.73 Unrealized -24.0%
IWF ISHARES RUSSELL 1000 GROWTH 2.2%
Value ($000) $25,295 Shares 95,098 Est. Cost $116.39 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 1.9%
Value ($000) $21,541 Shares 492,699 Est. Cost $37.87 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $20,615 Shares 120,409 Est. Cost $97.64 Unrealized +85.7%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.7%
Value ($000) $19,278 Shares 204,363 Est. Cost $90.37 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.7%
Value ($000) $19,126 Shares 91,848 Est. Cost $134.04 Unrealized
HDV ISHARES HIGH DIVIDEND (MKT) 1.5%
Value ($000) $17,318 Shares 175,124 Est. Cost $86.95 Unrealized
NVDA NVIDIA CORP 1.5%
Value ($000) $16,374 Shares 37,642 Est. Cost $18.45 Unrealized +142.6%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $16,209 Shares 137,854 Est. Cost $55.62 Unrealized +81.6%
IJH ISHARES CORE S&P MID-CAP (MKT) 1.4%
Value ($000) $16,066 Shares 64,430 Est. Cost $304.16 Unrealized
CVX CHEVRON CORP NEW 1.4%
Value ($000) $15,569 Shares 92,331 Est. Cost $81.11 Unrealized +79.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $14,404 Shares 113,312 Est. Cost $120.45 Unrealized +11.2%
PEP PEPSICO INC 1.2%
Value ($000) $13,561 Shares 80,034 Est. Cost $103.79 Unrealized +61.0%
WMT WALMART INC 1.1%
Value ($000) $12,661 Shares 79,163 Est. Cost $26.74 Unrealized +93.7%
ADBE ADOBE SYSTEMS INC 1.1%
Value ($000) $12,552 Shares 24,617 Est. Cost $226.32 Unrealized +131.8%
MDY SPDR S&P MIDCAP 400 (MKT) 1.1%
Value ($000) $12,020 Shares 26,324 Est. Cost $312.42 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.1%
Value ($000) $12,001 Shares 73,208 Est. Cost $82.68 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $11,984 Shares 91,579 Est. Cost $107.57 Unrealized +19.4%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $11,563 Shares 32,274 Est. Cost $181.70 Unrealized
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $11,018 Shares 75,973 Est. Cost $80.79 Unrealized +76.2%
VWO VANGUARD EMERGING MARKETS STOCK 0.9%
Value ($000) $10,170 Shares 259,362 Est. Cost $38.29 Unrealized
CAT CATERPILLAR INC 0.9%
Value ($000) $9,962 Shares 36,491 Est. Cost $145.98 Unrealized +79.1%
ABBV ABBVIE INC SR NT 0.9%
Value ($000) $9,834 Shares 65,973 Est. Cost $58.33 Unrealized +132.0%
MRK MERCK & CO INC 0.8%
Value ($000) $9,349 Shares 90,810 Est. Cost $44.67 Unrealized +123.5%
IWM ISHARES RUSSELL 2000 (MKT) 0.8%
Value ($000) $9,240 Shares 52,280 Est. Cost $171.54 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $9,204 Shares 30,460 Est. Cost $160.12 Unrealized +89.2%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $9,041 Shares 25,809 Est. Cost $221.69 Unrealized +60.0%
PFE PFIZER INC 0.8%
Value ($000) $9,036 Shares 272,410 Est. Cost $23.31 Unrealized +31.1%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $8,996 Shares 167,341 Est. Cost $35.12 Unrealized +43.2%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $8,720 Shares 59,784 Est. Cost $77.15 Unrealized +86.8%
META META PLATFORMS INC 0.8%
Value ($000) $8,704 Shares 28,992 Est. Cost $162.85 Unrealized +83.7%
EFA ISHARES MSCI EAFE (MKT) 0.7%
Value ($000) $8,275 Shares 120,066 Est. Cost $60.09 Unrealized
GSBC GREAT SOUTHN BANCORP INC 0.7%
Value ($000) $8,168 Shares 170,441 Est. Cost $52.50 Unrealized -0.9%
PSX PHILLIPS 66 0.7%
Value ($000) $8,150 Shares 67,830 Est. Cost $70.66 Unrealized +46.2%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.7%
Value ($000) $8,060 Shares 70,084 Est. Cost $83.94 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $8,051 Shares 143,815 Est. Cost $34.32 Unrealized +62.4%
VV VANGUARD LARGE CAP ETF (MKT) 0.7%
Value ($000) $7,851 Shares 40,118 Est. Cost $129.64 Unrealized
DE DEERE & CO 0.7%
Value ($000) $7,398 Shares 19,603 Est. Cost $163.79 Unrealized +143.0%
AMGN AMGEN INC 0.6%
Value ($000) $7,322 Shares 27,244 Est. Cost $174.34 Unrealized +33.0%
IVV ISHARES CORE S&P 500 (MKT) 0.6%
Value ($000) $7,241 Shares 16,863 Est. Cost $258.82 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $6,222 Shares 227,243 Est. Cost $25.69 Unrealized +8.3%
APD AIR PRODUCTS & CHEMICALS INC 0.5%
Value ($000) $6,106 Shares 21,544 Est. Cost $180.52 Unrealized +52.3%
DHR DANAHER CORP 0.5%
Value ($000) $6,017 Shares 24,251 Est. Cost $108.53 Unrealized +102.9%
COST COSTCO WHOLESALE CORP NEW 0.5%
Value ($000) $6,001 Shares 10,622 Est. Cost $273.81 Unrealized +94.4%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.5%
Value ($000) $5,962 Shares 46,310 Est. Cost $97.38 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $5,941 Shares 103,705 Est. Cost $60.62 Unrealized +6.3%
CRM SALESFORCE 0.5%
Value ($000) $5,754 Shares 28,375 Est. Cost $181.73 Unrealized +17.5%
ORCL ORACLE CORP 0.5%
Value ($000) $5,681 Shares 53,631 Est. Cost $35.96 Unrealized +213.7%
VUG VANGUARD GROWTH ETF (MKT) 0.5%
Value ($000) $5,647 Shares 20,739 Est. Cost $144.99 Unrealized
VTV VANGUARD VALUE INDEX 0.5%
Value ($000) $5,646 Shares 40,936 Est. Cost $88.29 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5,582 Shares 35,840 Est. Cost $102.41 Unrealized +49.7%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $5,404 Shares 69,237 Est. Cost $52.27 Unrealized +50.6%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $5,391 Shares 44,609 Est. Cost $98.99 Unrealized +19.0%
CMI CUMMINS INC 0.5%
Value ($000) $5,288 Shares 23,146 Est. Cost $118.73 Unrealized +92.5%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $5,258 Shares 12,858 Est. Cost $300.02 Unrealized +38.4%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $5,085 Shares 15,715 Est. Cost $196.73 Unrealized +60.3%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $5,029 Shares 155,172 Est. Cost $30.63 Unrealized -5.3%
GSK GSK PLC 0.4%
Value ($000) $4,879 Shares 134,584 Est. Cost $35.23 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $4,877 Shares 9,672 Est. Cost $377.26 Unrealized +24.6%
LOW LOWES COMPANIES INC 0.4%
Value ($000) $4,750 Shares 22,853 Est. Cost $69.43 Unrealized +209.5%
NKE NIKE INC 0.4%
Value ($000) $4,725 Shares 49,414 Est. Cost $75.89 Unrealized +29.5%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $4,676 Shares 29,410 Est. Cost $133.68 Unrealized +18.8%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $4,661 Shares 45,976 Est. Cost $77.62 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $4,607 Shares 34,939 Est. Cost $108.08 Unrealized +19.4%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $4,592 Shares 24,856 Est. Cost $142.51 Unrealized +22.0%
EEM ISHARES MSCI EMERGING MARKETS 0.4%
Value ($000) $4,562 Shares 120,224 Est. Cost $37.89 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.4%
Value ($000) $4,562 Shares 28,341 Est. Cost $118.19 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $4,471 Shares 15,297 Est. Cost $262.38 Unrealized +19.0%
IYW ISHARES US TECHNOLOGY (MKT) 0.4%
Value ($000) $4,467 Shares 42,571 Est. Cost $99.75 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $4,402 Shares 45,456 Est. Cost $57.44 Unrealized +74.9%
AGG ISHARES CORE TOTAL US BOND 0.4%
Value ($000) $4,390 Shares 46,677 Est. Cost $104.36 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.4%
Value ($000) $4,262 Shares 56,662 Est. Cost $60.04 Unrealized +23.9%
LLY ELI LILLY & CO 0.4%
Value ($000) $4,182 Shares 7,785 Est. Cost $188.53 Unrealized +168.8%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $4,141 Shares 20,334 Est. Cost $107.16 Unrealized +92.4%
IWV ISHARES RUSSELL 3000 (MKT) 0.3%
Value ($000) $3,840 Shares 15,671 Est. Cost $168.54 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $3,759 Shares 113,319 Est. Cost $27.35 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.3%
Value ($000) $3,601 Shares 52,330 Est. Cost $61.39 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,567 Shares 47,595 Est. Cost $57.10 Unrealized +23.8%
SO SOUTHERN CO 0.3%
Value ($000) $3,563 Shares 55,050 Est. Cost $44.43 Unrealized +43.5%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.3%
Value ($000) $3,446 Shares 34,007 Est. Cost $113.08 Unrealized
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $3,411 Shares 126,089 Est. Cost $18.39 Unrealized +37.0%
LIN LINDE PLC 0.3%
Value ($000) $3,402 Shares 9,137 Est. Cost $322.30 Unrealized +14.5%
CME CME GROUP INC 0.3%
Value ($000) $3,397 Shares 16,966 Est. Cost $145.17 Unrealized +24.1%
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value ($000) $3,317 Shares 17,543 Est. Cost $183.77 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $3,272 Shares 40,371 Est. Cost $113.72 Unrealized -26.6%
COP CONOCOPHILLIPS 0.3%
Value ($000) $3,205 Shares 26,755 Est. Cost $36.99 Unrealized +191.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,038 Shares 27,351 Est. Cost $46.63 Unrealized +136.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $3,026 Shares 11,486 Est. Cost $134.14 Unrealized +100.9%
XLC COMMUNICATION SERVICES SELECT 0.3%
Value ($000) $3,006 Shares 45,849 Est. Cost $53.31 Unrealized
DOW DOW INC COM 0.3%
Value ($000) $2,973 Shares 57,657 Est. Cost $46.57 Unrealized -0.6%
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $2,942 Shares 26,742 Est. Cost $81.46 Unrealized +36.5%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $2,911 Shares 50,161 Est. Cost $40.80 Unrealized +33.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,887 Shares 31,940 Est. Cost $55.15 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,872 Shares 5,674 Est. Cost $277.12 Unrealized +90.9%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,779 Shares 31,491 Est. Cost $67.87 Unrealized +23.1%
VGT VANGUARD INFORMATION TECHNOLOGY 0.2%
Value ($000) $2,760 Shares 6,652 Est. Cost $211.67 Unrealized
V VISA INC 0.2%
Value ($000) $2,736 Shares 11,893 Est. Cost $118.88 Unrealized +98.7%
SAM BOSTON BEER INC CL A 0.2%
Value ($000) $2,681 Shares 6,882 Est. Cost $383.41 Unrealized -8.6%
CHKP CHECK POINT SOFTWARE 0.2%
Value ($000) $2,667 Shares 20,007 Est. Cost $129.18 Unrealized +1.7%
RTX RTX CORPORATION 0.2%
Value ($000) $2,596 Shares 36,072 Est. Cost $54.59 Unrealized +48.8%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $2,584 Shares 15,712 Est. Cost $189.69 Unrealized -11.6%
BKNG BOOKING HLDGS INC 0.2%
Value ($000) $2,526 Shares 819 Est. Cost $2252.56 Unrealized +32.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $2,508 Shares 15,727 Est. Cost $116.98 Unrealized
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.2%
Value ($000) $2,461 Shares 56,078 Est. Cost $48.22 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $2,425 Shares 30,873 Est. Cost $59.81 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,317 Shares 16,051 Est. Cost $101.35 Unrealized +42.6%
BA BOEING CO 0.2%
Value ($000) $2,279 Shares 11,892 Est. Cost $145.97 Unrealized +49.9%
TSN TYSON FOODS INC 0.2%
Value ($000) $2,259 Shares 44,751 Est. Cost $52.55 Unrealized -6.9%
SUSA ISHARES MSCI USA ESG SELECT 0.2%
Value ($000) $2,259 Shares 25,108 Est. Cost $95.55 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $2,240 Shares 32,339 Est. Cost $77.24 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,195 Shares 15,646 Est. Cost $106.22 Unrealized +24.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $2,173 Shares 11,159 Est. Cost $144.51 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $2,167 Shares 4,474 Est. Cost $387.42 Unrealized +24.6%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.2%
Value ($000) $2,163 Shares 16,515 Est. Cost $88.03 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $2,156 Shares 60,648 Est. Cost $29.97 Unrealized +14.2%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $2,110 Shares 21,854 Est. Cost $46.08 Unrealized +97.8%
MA MASTERCARD INC 0.2%
Value ($000) $2,105 Shares 5,317 Est. Cost $245.30 Unrealized +61.5%
ACN ACCENTURE PLC 0.2%
Value ($000) $2,093 Shares 6,815 Est. Cost $141.36 Unrealized +115.3%
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $2,090 Shares 4,557 Est. Cost $154.07 Unrealized +204.7%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $2,089 Shares 22,587 Est. Cost $26.68 Unrealized +68.0%
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $2,063 Shares 32,043 Est. Cost $52.29 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $2,030 Shares 15,344 Est. Cost $155.06 Unrealized -4.5%
NUE NUCOR CORP 0.2%
Value ($000) $1,959 Shares 12,530 Est. Cost $44.05 Unrealized +262.1%
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $1,955 Shares 17,419 Est. Cost $117.74 Unrealized +5.5%
BF/B BROWN-FORMAN CORP 0.2%
Value ($000) $1,945 Shares 33,715 Est. Cost $61.10 Unrealized +3.1%
VBK VANGUARD SMALL CAP GROWTH ETF 0.2%
Value ($000) $1,915 Shares 8,944 Est. Cost $133.42 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,894 Shares 32,479 Est. Cost $36.16 Unrealized +50.5%
CMCSA COMCAST CORP 0.2%
Value ($000) $1,879 Shares 42,373 Est. Cost $39.56 Unrealized +4.9%
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value ($000) $1,857 Shares 31,511 Est. Cost $58.57 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $1,834 Shares 8,597 Est. Cost $63.66 Unrealized +229.4%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,828 Shares 20,568 Est. Cost $51.17 Unrealized +66.8%
ZTS ZOETIS INC 0.2%
Value ($000) $1,814 Shares 10,429 Est. Cost $87.62 Unrealized +101.9%
KEX KIRBY CORP 0.2%
Value ($000) $1,801 Shares 21,748 Est. Cost $55.05 Unrealized +46.8%
BHP BHP GROUP LIMITED 0.2%
Value ($000) $1,801 Shares 31,655 Est. Cost $51.90 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,746 Shares 41,527 Est. Cost $32.46 Unrealized +12.2%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $1,720 Shares 7,150 Est. Cost $131.54 Unrealized +75.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,713 Shares 8,065 Est. Cost $153.62 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,705 Shares 29,167 Est. Cost $84.11 Unrealized -22.8%
IWB ISHARES RUSSELL 1000 (MKT) 0.1%
Value ($000) $1,674 Shares 7,126 Est. Cost $132.80 Unrealized
UBS UBS GROUP AG SHS 0.1%
Value ($000) $1,645 Shares 66,740 Est. Cost $20.87 Unrealized +11.9%
OZK BANK OZK 0.1%
Value ($000) $1,644 Shares 44,339 Est. Cost $34.57 Unrealized +6.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,616 Shares 7,314 Est. Cost $166.16 Unrealized +27.1%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,579 Shares 20,871 Est. Cost $83.96 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,509 Shares 20,424 Est. Cost $79.33 Unrealized +4.5%
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value ($000) $1,458 Shares 13,549 Est. Cost $88.07 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,407 Shares 9,827 Est. Cost $57.66 Unrealized +155.2%
AVGO BROADCOM INC COM 0.1%
Value ($000) $1,403 Shares 1,689 Est. Cost $28.47 Unrealized +195.0%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $1,349 Shares 19,325 Est. Cost $66.79 Unrealized -3.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,334 Shares 18,764 Est. Cost $58.52 Unrealized +21.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,318 Shares 8,837 Est. Cost $64.12 Unrealized +147.8%
USB US BANCORP DEL 0.1%
Value ($000) $1,300 Shares 39,337 Est. Cost $32.73 Unrealized -0.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $1,285 Shares 18,976 Est. Cost $52.03 Unrealized +27.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $1,269 Shares 13,708 Est. Cost $59.48 Unrealized +44.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $1,267 Shares 16,849 Est. Cost $81.23 Unrealized
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value ($000) $1,264 Shares 4,679 Est. Cost $162.59 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value ($000) $1,249 Shares 18,040 Est. Cost $70.27 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,227 Shares 10,193 Est. Cost $125.81 Unrealized -1.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,220 Shares 10,946 Est. Cost $74.66 Unrealized +38.7%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,204 Shares 2,933 Est. Cost $217.79 Unrealized +100.2%
FTNT FORTINET INC 0.1%
Value ($000) $1,172 Shares 19,969 Est. Cost $66.65 Unrealized -0.7%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,170 Shares 33,424 Est. Cost $33.71 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $1,168 Shares 21,685 Est. Cost $43.72 Unrealized +21.2%
T AT&T INC 0.1%
Value ($000) $1,150 Shares 76,543 Est. Cost $14.48 Unrealized -10.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,146 Shares 25,663 Est. Cost $52.24 Unrealized -15.7%
CB CHUBB LIMITED 0.1%
Value ($000) $1,145 Shares 5,499 Est. Cost $115.80 Unrealized +70.0%
XYL XYLEM INC 0.1%
Value ($000) $1,101 Shares 12,091 Est. Cost $60.19 Unrealized +66.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,097 Shares 17,147 Est. Cost $43.39 Unrealized +48.8%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $1,069 Shares 2,744 Est. Cost $131.74 Unrealized +197.1%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $1,064 Shares 8,201 Est. Cost $96.83 Unrealized +37.4%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value ($000) $1,046 Shares 6,732 Est. Cost $92.44 Unrealized
ASO ACADEMY SPORTS & OUTDOORS INC 0.1%
Value ($000) $1,030 Shares 21,780 Est. Cost $39.19 Unrealized +33.7%
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $1,029 Shares 10,273 Est. Cost $101.46 Unrealized
ITT ITT INC 0.1%
Value ($000) $1,021 Shares 10,426 Est. Cost $62.03 Unrealized +58.2%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,017 Shares 6,564 Est. Cost $121.12 Unrealized +10.8%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $991 Shares 6,359 Est. Cost $77.56 Unrealized +95.5%
NVS NOVARTIS AG 0.1%
Value ($000) $989 Shares 9,712 Est. Cost $76.78 Unrealized
KR KROGER CO 0.1%
Value ($000) $984 Shares 21,979 Est. Cost $23.67 Unrealized +88.6%
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value ($000) $966 Shares 7,623 Est. Cost $52.07 Unrealized
DON WISDOMTREE US MIDCAP 0.1%
Value ($000) $963 Shares 23,503 Est. Cost $51.70 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $928 Shares 19,447 Est. Cost $32.20 Unrealized +43.3%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $911 Shares 26,499 Est. Cost $28.61 Unrealized +3.0%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $899 Shares 6,493 Est. Cost $35.38 Unrealized +296.8%
VGK VANGUARD EUROPEAN STOCK INDEX 0.1%
Value ($000) $879 Shares 15,175 Est. Cost $49.18 Unrealized
MET METLIFE INC 0.1%
Value ($000) $875 Shares 13,912 Est. Cost $51.10 Unrealized +13.5%
IYC ISHARES US CONSUMER SERVICES 0.1%
Value ($000) $864 Shares 12,906 Est. Cost $94.10 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $845 Shares 26,759 Est. Cost $28.46 Unrealized +8.0%
IDU ISHARES US UTILITIES (MKT) 0.1%
Value ($000) $836 Shares 11,365 Est. Cost $104.02 Unrealized
CSX CSX CORP 0.1%
Value ($000) $821 Shares 26,695 Est. Cost $26.45 Unrealized +15.6%
ETSY ETSY INC 0.1%
Value ($000) $814 Shares 12,605 Est. Cost $134.86 Unrealized -41.5%
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value ($000) $813 Shares 23,858 Est. Cost $39.52 Unrealized
IEX IDEX CORP 0.1%
Value ($000) $811 Shares 3,897 Est. Cost $187.93 Unrealized +11.9%
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value ($000) $808 Shares 4,330 Est. Cost $118.78 Unrealized
VOX VANGUARD COMMUNICATION SRVCS 0.1%
Value ($000) $804 Shares 7,648 Est. Cost $94.41 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $800 Shares 5,289 Est. Cost $64.38 Unrealized +106.0%
BNDX VANGUARD TOTAL INTERNATIONAL 0.1%
Value ($000) $791 Shares 16,532 Est. Cost $56.58 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $773 Shares 3,738 Est. Cost $62.92 Unrealized +234.0%
EXC EXELON CORP 0.1%
Value ($000) $771 Shares 20,401 Est. Cost $23.55 Unrealized +58.1%
ENB ENBRIDGE INC 0.1%
Value ($000) $769 Shares 23,164 Est. Cost $23.85 Unrealized +27.4%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $748 Shares 15,600 Est. Cost $43.33 Unrealized -4.7%
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value ($000) $745 Shares 7,380 Est. Cost $112.61 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $721 Shares 1,765 Est. Cost $418.20 Unrealized -3.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $713 Shares 4,075 Est. Cost $44.39 Unrealized +298.7%
CRL CHARLES RIVER LABORATORIES 0.1%
Value ($000) $694 Shares 3,540 Est. Cost $170.93 Unrealized +20.1%
BP BP PLC 0.1%
Value ($000) $692 Shares 17,862 Est. Cost $36.26 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.1%
Value ($000) $679 Shares 5,379 Est. Cost $93.27 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $667 Shares 3,302 Est. Cost $113.46 Unrealized +88.4%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $633 Shares 3,216 Est. Cost $108.77 Unrealized +88.5%
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value ($000) $624 Shares 3,198 Est. Cost $123.72 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $622 Shares 11,262 Est. Cost $17.13 Unrealized +211.9%
C CITIGROUP INC 0.1%
Value ($000) $608 Shares 14,788 Est. Cost $41.86 Unrealized -3.3%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $602 Shares 8,707 Est. Cost $78.73 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $585 Shares 7,467 Est. Cost $77.06 Unrealized +1.0%
KBE SPDR S&P BANK ETF (MKT) 0.1%
Value ($000) $582 Shares 15,795 Est. Cost $42.69 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $580 Shares 14,204 Est. Cost $30.59 Unrealized +33.0%
VHT VANGUARD HEALTH CARE INDEX 0.1%
Value ($000) $573 Shares 2,436 Est. Cost $125.49 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.1%
Value ($000) $572 Shares 7,120 Est. Cost $47.48 Unrealized +73.1%
TSLA TESLA INC 0.0%
Value ($000) $563 Shares 2,252 Est. Cost $199.96 Unrealized +28.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $547 Shares 4,377 Est. Cost $59.78 Unrealized +110.0%
IGIB ISHARES INTERMEDIATE-TERM 0.0%
Value ($000) $545 Shares 11,208 Est. Cost $60.86 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value ($000) $545 Shares 2,024 Est. Cost $138.56 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $534 Shares 2,015 Est. Cost $172.12 Unrealized +43.4%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $531 Shares 1 Est. Cost $254593.95 Unrealized +111.7%
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $531 Shares 4,636 Est. Cost $42.48 Unrealized +171.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $528 Shares 15,700 Est. Cost $32.83 Unrealized -7.1%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $521 Shares 4,754 Est. Cost $151.93 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $512 Shares 3,358 Est. Cost $99.79 Unrealized +56.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $509 Shares 1,157 Est. Cost $306.73 Unrealized +37.5%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $497 Shares 2,776 Est. Cost $123.41 Unrealized +38.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $494 Shares 3,619 Est. Cost $100.68 Unrealized +4.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $482 Shares 6,460 Est. Cost $21.31 Unrealized +40.2%
AOS SMITH A O CORP 0.0%
Value ($000) $477 Shares 7,210 Est. Cost $39.58 Unrealized +71.9%
EOG EOG RESOURCES INC 0.0%
Value ($000) $464 Shares 3,661 Est. Cost $63.87 Unrealized +83.4%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $463 Shares 33,200 Est. Cost $9.63 Unrealized +30.6%
BLACKROCK INC 0.0%
Value ($000) $459 Shares 710 Est. Cost $693.19 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $441 Shares 2,415 Est. Cost $141.07 Unrealized
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $433 Shares 9,129 Est. Cost $35.18 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $427 Shares 8,345 Est. Cost $25.02 Unrealized +106.0%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $426 Shares 3,006 Est. Cost $46.42 Unrealized +163.1%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $424 Shares 6,591 Est. Cost $63.34 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $421 Shares 1,848 Est. Cost $150.42 Unrealized +45.7%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $418 Shares 3,922 Est. Cost $74.31 Unrealized +34.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $417 Shares 1,457 Est. Cost $273.14 Unrealized +8.6%
ECL ECOLAB INC 0.0%
Value ($000) $410 Shares 2,419 Est. Cost $161.13 Unrealized +10.0%
MCK MCKESSON CORP 0.0%
Value ($000) $410 Shares 942 Est. Cost $224.63 Unrealized +85.5%
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value ($000) $404 Shares 5,400 Est. Cost $88.36 Unrealized
ALC ALCON INC 0.0%
Value ($000) $403 Shares 5,236 Est. Cost $59.30 Unrealized +37.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $399 Shares 5,751 Est. Cost $45.52 Unrealized +47.6%
ZION ZIONS BANCORP 0.0%
Value ($000) $397 Shares 11,385 Est. Cost $45.51 Unrealized -23.4%
SDOG ALPS SECTOR DIVIDEND 0.0%
Value ($000) $397 Shares 8,433 Est. Cost $42.53 Unrealized
INTU INTUIT 0.0%
Value ($000) $389 Shares 761 Est. Cost $449.21 Unrealized +11.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $387 Shares 22,518 Est. Cost $11.41 Unrealized +48.5%
KELLOGG CO 0.0%
Value ($000) $383 Shares 6,438 Est. Cost $48.84 Unrealized +12.4%
HSY HERSHEY CO 0.0%
Value ($000) $382 Shares 1,911 Est. Cost $132.48 Unrealized +57.5%
GTLS CHART INDUSTRIES INC 0.0%
Value ($000) $381 Shares 2,250 Est. Cost $128.70 Unrealized +30.7%
BALL BALL CORP 0.0%
Value ($000) $377 Shares 7,568 Est. Cost $36.35 Unrealized +45.1%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $374 Shares 1,631 Est. Cost $220.01 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $372 Shares 3,415 Est. Cost $247.15 Unrealized -50.0%
IVW ISHARES S&P 500 GROWTH (MKT) 0.0%
Value ($000) $369 Shares 5,389 Est. Cost $58.68 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $367 Shares 3,503 Est. Cost $97.14 Unrealized +3.2%
NEOG NEOGEN CORP 0.0%
Value ($000) $366 Shares 19,740 Est. Cost $22.28 Unrealized -2.3%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $361 Shares 3,458 Est. Cost $107.15 Unrealized
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $357 Shares 2,365 Est. Cost $158.83 Unrealized -1.6%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $356 Shares 10,000 Est. Cost $15.67 Unrealized +111.8%
VFH VANGUARD FINANCIALS INDEX 0.0%
Value ($000) $349 Shares 4,350 Est. Cost $62.26 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value ($000) $346 Shares 1,525 Est. Cost $83.45 Unrealized
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $338 Shares 2,203 Est. Cost $111.34 Unrealized +22.8%
MAR MARRIOTT INTERNATIONAL INC NEW 0.0%
Value ($000) $337 Shares 1,717 Est. Cost $114.37 Unrealized +69.7%
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value ($000) $336 Shares 9,155 Est. Cost $53.74 Unrealized
FMC FMC CORP 0.0%
Value ($000) $328 Shares 4,892 Est. Cost $78.14 Unrealized -0.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $327 Shares 2,675 Est. Cost $161.33 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $324 Shares 1,406 Est. Cost $144.58 Unrealized +59.1%
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value ($000) $323 Shares 11,347 Est. Cost $35.41 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $319 Shares 25,679 Est. Cost $7.17 Unrealized +54.6%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $316 Shares 7,569 Est. Cost $46.03 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $310 Shares 3,000 Est. Cost $81.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $308 Shares 640 Est. Cost $93.97 Unrealized +29.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $306 Shares 10,691 Est. Cost $38.06 Unrealized -28.7%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $301 Shares 2,111 Est. Cost $103.70 Unrealized +39.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $296 Shares 4,369 Est. Cost $60.84 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $293 Shares 9,000 Est. Cost $26.93 Unrealized +19.0%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $287 Shares 31,765 Est. Cost $14.45 Unrealized -38.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $270 Shares 738 Est. Cost $344.59 Unrealized +12.0%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value ($000) $265 Shares 2,080 Est. Cost $114.46 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $264 Shares 834 Est. Cost $310.36 Unrealized +7.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $258 Shares 1,788 Est. Cost $168.61 Unrealized -5.7%
TGT TARGET CORP 0.0%
Value ($000) $258 Shares 2,333 Est. Cost $54.97 Unrealized +111.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $257 Shares 2,225 Est. Cost $60.22 Unrealized +86.3%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $250 Shares 1,531 Est. Cost $169.10 Unrealized -5.5%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $250 Shares 3,528 Est. Cost $70.76 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $245 Shares 9,068 Est. Cost $46.99 Unrealized -34.3%
GLW CORNING INC 0.0%
Value ($000) $242 Shares 7,951 Est. Cost $20.39 Unrealized +50.6%
IXC ISHARES GLOBAL ENERGY (MKT) 0.0%
Value ($000) $236 Shares 5,717 Est. Cost $17.71 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $235 Shares 2,175 Est. Cost $110.37 Unrealized -6.5%
MMM 3M CO 0.0%
Value ($000) $233 Shares 2,491 Est. Cost $106.13 Unrealized -25.0%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $231 Shares 2,131 Est. Cost $104.32 Unrealized +14.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $226 Shares 3,429 Est. Cost $58.30 Unrealized +3.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $226 Shares 2,196 Est. Cost $104.26 Unrealized +4.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $226 Shares 6,364 Est. Cost $35.40 Unrealized -13.3%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $225 Shares 10,000 Est. Cost $20.17 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $224 Shares 4,941 Est. Cost $39.26 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $223 Shares 2,445 Est. Cost $99.62 Unrealized -5.9%
AEE AMEREN CORP 0.0%
Value ($000) $222 Shares 2,962 Est. Cost $37.79 Unrealized +99.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $219 Shares 3,224 Est. Cost $66.61 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $219 Shares 7,600 Est. Cost $31.39 Unrealized +9.3%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $214 Shares 5,540 Est. Cost $32.74 Unrealized +24.7%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $213 Shares 1,500 Est. Cost $155.23 Unrealized
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value ($000) $212 Shares 1,228 Est. Cost $121.00 Unrealized
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $211 Shares 5,717 Est. Cost $44.06 Unrealized -13.0%
TTC TORO CO 0.0%
Value ($000) $208 Shares 2,500 Est. Cost $85.59 Unrealized +12.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $208 Shares 12,522 Est. Cost $13.90 Unrealized +9.8%
SCHR SCHWAB INTERMEDIATE-TERM 0.0%
Value ($000) $206 Shares 4,294 Est. Cost $47.94 Unrealized
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value ($000) $203 Shares 4,143 Est. Cost $48.93 Unrealized
KRP KIMBELL ROYALTY PARTNERS LP 0.0%
Value ($000) $172 Shares 10,750 Est. Cost $13.67 Unrealized
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $123 Shares 43,636 Est. Cost $6.45 Unrealized -40.5%
VUZI VUZIX CORP COM 0.0%
Value ($000) $72 Shares 19,900 Est. Cost $9.58 Unrealized -53.8%