Evercore Wealth Management, LLC Diversified Active

CIK: 0001482689 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $4,771,775 (100.0% shares, 0.0% debt)

Holdings (396)

AAPL APPLE INC 5.3%
Value ($000) $253,426 Shares 1,950,480 Est. Cost $83.91 Unrealized +67.7%
MSFT MICROSOFT CORP 4.8%
Value ($000) $231,040 Shares 963,389 Est. Cost $41.01 Unrealized +470.8%
UNH UNITEDHEALTH GROUP INC 3.9%
Value ($000) $185,527 Shares 349,932 Est. Cost $78.78 Unrealized +535.2%
TMO THERMO FISHER SCIENTIFIC INC 3.6%
Value ($000) $170,488 Shares 309,589 Est. Cost $142.36 Unrealized +268.7%
MA MASTERCARD INCORPORATED 3.4%
Value ($000) $160,035 Shares 460,227 Est. Cost $79.77 Unrealized +305.4%
HD HOME DEPOT INC 3.2%
Value ($000) $150,330 Shares 475,939 Est. Cost $92.08 Unrealized +205.4%
AZO AUTOZONE INC 2.9%
Value ($000) $140,728 Shares 57,063 Est. Cost $607.19 Unrealized +298.0%
BX BLACKSTONE INC 2.5%
Value ($000) $120,484 Shares 1,623,991 Est. Cost $41.01 Unrealized +91.7%
MS MORGAN STANLEY 2.3%
Value ($000) $109,448 Shares 1,287,324 Est. Cost $34.81 Unrealized +120.6%
ACN ACCENTURE PLC IRELAND 2.2%
Value ($000) $106,529 Shares 399,225 Est. Cost $84.39 Unrealized +212.9%
AMZN AMAZON COM INC 2.1%
Value ($000) $101,034 Shares 1,202,785 Est. Cost $121.25 Unrealized -18.5%
CBRE CBRE GROUP INC 2.1%
Value ($000) $99,214 Shares 1,289,166 Est. Cost $29.39 Unrealized +151.3%
GOOG ALPHABET INC 2.1%
Value ($000) $98,678 Shares 1,112,110 Est. Cost $107.25 Unrealized -11.7%
AMT AMERICAN TOWER CORP NEW 2.1%
Value ($000) $98,212 Shares 463,571 Est. Cost $83.30 Unrealized +124.1%
CB CHUBB LIMITED 2.1%
Value ($000) $98,060 Shares 444,516 Est. Cost $102.86 Unrealized +94.4%
CDW CDW CORP 2.0%
Value ($000) $97,587 Shares 546,463 Est. Cost $114.87 Unrealized +47.0%
ABT ABBOTT LABS 1.9%
Value ($000) $92,477 Shares 842,309 Est. Cost $62.75 Unrealized +55.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $92,119 Shares 298,215 Est. Cost $145.60 Unrealized +104.0%
WMB WILLIAMS COS INC 1.9%
Value ($000) $88,806 Shares 2,699,260 Est. Cost $18.73 Unrealized +50.8%
MCD MCDONALDS CORP 1.9%
Value ($000) $88,651 Shares 336,399 Est. Cost $200.21 Unrealized +22.5%
TXN TEXAS INSTRS INC 1.7%
Value ($000) $82,262 Shares 497,894 Est. Cost $57.18 Unrealized +165.7%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $81,022 Shares 604,190 Est. Cost $89.62 Unrealized +31.3%
BLACKROCK INC 1.7%
Value ($000) $80,149 Shares 113,104 Est. Cost $401.55 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $77,083 Shares 873,660 Est. Cost $106.60 Unrealized -11.5%
STZ CONSTELLATION BRANDS INC 1.6%
Value ($000) $76,793 Shares 331,360 Est. Cost $160.62 Unrealized +40.8%
ADBE ADOBE SYSTEMS INCORPORATED 1.5%
Value ($000) $73,762 Shares 219,185 Est. Cost $166.78 Unrealized +91.8%
TJX TJX COS INC NEW 1.5%
Value ($000) $72,023 Shares 904,814 Est. Cost $57.28 Unrealized +23.5%
CE CELANESE CORP DEL 1.5%
Value ($000) $69,980 Shares 684,467 Est. Cost $61.19 Unrealized +54.4%
BLDR BUILDERS FIRSTSOURCE INC 1.5%
Value ($000) $69,957 Shares 1,078,250 Est. Cost $72.23 Unrealized -13.5%
NKE NIKE INC 1.4%
Value ($000) $65,937 Shares 563,514 Est. Cost $51.77 Unrealized +84.1%
DLN WISDOMTREE TR 1.4%
Value ($000) $65,652 Shares 1,059,755 Est. Cost $64.86 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $59,057 Shares 129,369 Est. Cost $113.62 Unrealized +312.6%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $53,695 Shares 140,404 Est. Cost $264.43 Unrealized
EOG EOG RES INC 1.1%
Value ($000) $53,301 Shares 411,531 Est. Cost $100.79 Unrealized +16.9%
BWA BORGWARNER INC 1.1%
Value ($000) $51,952 Shares 1,290,735 Est. Cost $31.42 Unrealized +3.6%
BBY BEST BUY INC 1.0%
Value ($000) $48,336 Shares 602,621 Est. Cost $68.08 Unrealized -7.1%
ANSYS INC 0.9%
Value ($000) $41,493 Shares 171,751 Est. Cost $112.90 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $40,467 Shares 276,909 Est. Cost $18.21 Unrealized -19.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $40,200 Shares 227,569 Est. Cost $70.14 Unrealized +123.9%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.8%
Value ($000) $35,958 Shares 690,700 Est. Cost $78.17 Unrealized -35.2%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $34,727 Shares 80,370 Est. Cost $148.74 Unrealized +171.6%
IVV ISHARES TR 0.7%
Value ($000) $32,774 Shares 85,302 Est. Cost $279.51 Unrealized
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $27,381 Shares 115,371 Est. Cost $200.25 Unrealized +12.2%
PEP PEPSICO INC 0.5%
Value ($000) $24,335 Shares 134,702 Est. Cost $69.46 Unrealized +131.6%
IAU ISHARES GOLD TR 0.5%
Value ($000) $24,027 Shares 694,612 Est. Cost $33.74 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $22,685 Shares 126,387 Est. Cost $85.20 Unrealized +79.8%
GNRC GENERAC HLDGS INC 0.5%
Value ($000) $22,207 Shares 220,613 Est. Cost $243.98 Unrealized -53.6%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $20,380 Shares 244,776 Est. Cost $27.65 Unrealized +168.4%
LLY LILLY ELI & CO 0.4%
Value ($000) $18,090 Shares 49,449 Est. Cost $67.92 Unrealized +409.1%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $16,062 Shares 67,246 Est. Cost $67.62 Unrealized +238.6%
ABBV ABBVIE INC 0.3%
Value ($000) $15,376 Shares 95,141 Est. Cost $39.67 Unrealized +245.9%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $15,194 Shares 43,246 Est. Cost $250.29 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $15,002 Shares 98,984 Est. Cost $73.37 Unrealized +76.9%
EFG ISHARES TR 0.3%
Value ($000) $13,955 Shares 166,602 Est. Cost $83.76 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $13,806 Shares 81,385 Est. Cost $180.65 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $13,296 Shares 202,559 Est. Cost $62.89 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $13,293 Shares 62,045 Est. Cost $112.74 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $13,246 Shares 258,517 Est. Cost $21.82 Unrealized +84.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $12,706 Shares 266,698 Est. Cost $20.72 Unrealized +100.1%
MRK MERCK & CO INC 0.3%
Value ($000) $12,545 Shares 113,069 Est. Cost $40.66 Unrealized +128.2%
IWB ISHARES TR 0.2%
Value ($000) $10,863 Shares 51,602 Est. Cost $123.08 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $9,991 Shares 90,576 Est. Cost $55.07 Unrealized +74.8%
V VISA INC 0.2%
Value ($000) $9,716 Shares 46,764 Est. Cost $142.82 Unrealized +37.9%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $9,702 Shares 71,416 Est. Cost $136.85 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $9,183 Shares 20,738 Est. Cost $356.80 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $8,503 Shares 42,677 Est. Cost $35.01 Unrealized +437.5%
MCK MCKESSON CORP 0.2%
Value ($000) $8,493 Shares 22,642 Est. Cost $125.64 Unrealized +192.3%
IJH ISHARES TR 0.2%
Value ($000) $8,326 Shares 34,422 Est. Cost $179.54 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $7,704 Shares 44,314 Est. Cost $65.25 Unrealized +126.9%
DIS DISNEY WALT CO 0.2%
Value ($000) $7,676 Shares 88,357 Est. Cost $113.10 Unrealized -17.4%
SYK STRYKER CORPORATION 0.2%
Value ($000) $7,543 Shares 30,853 Est. Cost $58.56 Unrealized +275.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $7,418 Shares 73,501 Est. Cost $55.05 Unrealized +59.2%
IWM ISHARES TR 0.2%
Value ($000) $7,284 Shares 41,773 Est. Cost $148.33 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $7,102 Shares 26,756 Est. Cost $40.90 Unrealized +457.8%
UNP UNION PAC CORP 0.1%
Value ($000) $7,052 Shares 34,058 Est. Cost $71.94 Unrealized +164.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $6,741 Shares 69,228 Est. Cost $67.71 Unrealized +37.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $6,681 Shares 79,912 Est. Cost $58.84 Unrealized +25.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $6,674 Shares 159,009 Est. Cost $39.90 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $6,639 Shares 200,455 Est. Cost $29.17 Unrealized +8.7%
ORCL ORACLE CORP 0.1%
Value ($000) $6,553 Shares 80,164 Est. Cost $32.60 Unrealized +124.5%
KO COCA COLA CO 0.1%
Value ($000) $6,495 Shares 102,100 Est. Cost $32.37 Unrealized +69.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $6,307 Shares 28,628 Est. Cost $53.04 Unrealized +272.4%
AMGN AMGEN INC 0.1%
Value ($000) $5,802 Shares 22,090 Est. Cost $132.54 Unrealized +83.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $5,605 Shares 30,541 Est. Cost $112.45 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $5,436 Shares 3,761 Est. Cost $242.64 Unrealized +451.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $5,392 Shares 74,939 Est. Cost $40.41 Unrealized +61.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $5,156 Shares 11 Est. Cost $295187.94 Unrealized +52.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $5,117 Shares 102,046 Est. Cost $49.45 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $5,012 Shares 39,724 Est. Cost $48.11 Unrealized +159.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $4,799 Shares 48,373 Est. Cost $57.39 Unrealized +52.6%
RPM RPM INTL INC 0.1%
Value ($000) $4,747 Shares 48,717 Est. Cost $50.15 Unrealized +93.3%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $4,664 Shares 7,407 Est. Cost $448.31 Unrealized +12.3%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $4,599 Shares 57,051 Est. Cost $36.54 Unrealized +102.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $4,427 Shares 183,559 Est. Cost $37.75 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $4,252 Shares 44,263 Est. Cost $42.90 Unrealized +97.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $4,249 Shares 19,826 Est. Cost $83.12 Unrealized +115.1%
HDV ISHARES TR 0.1%
Value ($000) $4,238 Shares 40,656 Est. Cost $88.60 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $3,989 Shares 42,808 Est. Cost $50.32 Unrealized +70.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,936 Shares 100,978 Est. Cost $43.38 Unrealized
XOP SPDR SER TR 0.1%
Value ($000) $3,844 Shares 28,287 Est. Cost $119.49 Unrealized
WMT WALMART INC 0.1%
Value ($000) $3,800 Shares 26,803 Est. Cost $31.01 Unrealized +47.2%
INTC INTEL CORP 0.1%
Value ($000) $3,781 Shares 143,052 Est. Cost $29.37 Unrealized -9.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $3,755 Shares 34,156 Est. Cost $59.30 Unrealized +83.6%
CRM SALESFORCE INC 0.1%
Value ($000) $3,721 Shares 28,062 Est. Cost $103.11 Unrealized +39.8%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $3,685 Shares 21,155 Est. Cost $95.83 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $3,680 Shares 112,053 Est. Cost $31.26 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $3,679 Shares 93,377 Est. Cost $33.54 Unrealized -8.3%
TSLA TESLA INC 0.1%
Value ($000) $3,631 Shares 29,475 Est. Cost $288.24 Unrealized -34.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $3,594 Shares 35,512 Est. Cost $56.94 Unrealized +42.8%
JBL JABIL INC 0.1%
Value ($000) $3,583 Shares 52,540 Est. Cost $26.59 Unrealized +146.5%
SON SONOCO PRODS CO 0.1%
Value ($000) $3,497 Shares 57,600 Est. Cost $39.55 Unrealized +34.1%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $3,443 Shares 18,010 Est. Cost $124.91 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,443 Shares 27,671 Est. Cost $158.56 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,432 Shares 100,350 Est. Cost $38.32 Unrealized
LIBERTY GLOBAL PLC 0.1%
Value ($000) $3,400 Shares 175,000 Est. Cost $25.91 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $3,390 Shares 16,635 Est. Cost $128.37 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $3,378 Shares 23,286 Est. Cost $118.17 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $3,249 Shares 45,166 Est. Cost $30.14 Unrealized +107.4%
ECL ECOLAB INC 0.1%
Value ($000) $3,227 Shares 22,170 Est. Cost $97.12 Unrealized +46.0%
MMM 3M CO 0.1%
Value ($000) $2,975 Shares 24,811 Est. Cost $83.04 Unrealized +9.2%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $2,871 Shares 37,704 Est. Cost $21.97 Unrealized +67.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,852 Shares 27,688 Est. Cost $68.88 Unrealized +23.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $2,833 Shares 35,951 Est. Cost $47.60 Unrealized +46.5%
CSR CENTERSPACE 0.1%
Value ($000) $2,807 Shares 47,841 Est. Cost $70.63 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $2,799 Shares 3,316 Est. Cost $44.75 Unrealized +20.2%
IDXX IDEXX LABS INC 0.1%
Value ($000) $2,780 Shares 6,815 Est. Cost $90.03 Unrealized +331.2%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $2,761 Shares 8,143 Est. Cost $624.87 Unrealized -43.8%
TGT TARGET CORP 0.1%
Value ($000) $2,758 Shares 18,502 Est. Cost $68.87 Unrealized +104.6%
IVW ISHARES TR 0.1%
Value ($000) $2,723 Shares 46,550 Est. Cost $77.37 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $2,715 Shares 20,932 Est. Cost $24.17 Unrealized +378.5%
GLDM WORLD GOLD TR 0.1%
Value ($000) $2,700 Shares 74,613 Est. Cost $38.11 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $2,637 Shares 27,865 Est. Cost $89.60 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $2,635 Shares 7,606 Est. Cost $222.36 Unrealized +50.3%
BA BOEING CO 0.1%
Value ($000) $2,591 Shares 13,600 Est. Cost $236.84 Unrealized -30.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,578 Shares 9,681 Est. Cost $237.56 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $2,541 Shares 10,608 Est. Cost $95.45 Unrealized +116.4%
GTLS CHART INDS INC 0.1%
Value ($000) $2,519 Shares 21,860 Est. Cost $145.06 Unrealized +10.7%
DVY ISHARES TR 0.1%
Value ($000) $2,492 Shares 20,667 Est. Cost $90.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,453 Shares 17,413 Est. Cost $108.16 Unrealized +13.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $2,426 Shares 31,214 Est. Cost $70.75 Unrealized +3.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2,323 Shares 56,316 Est. Cost $17.13 Unrealized +126.9%
USB US BANCORP DEL 0.0%
Value ($000) $2,311 Shares 52,996 Est. Cost $29.05 Unrealized +26.4%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $2,293 Shares 19,099 Est. Cost $100.68 Unrealized -5.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,268 Shares 15,352 Est. Cost $91.34 Unrealized +55.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $2,227 Shares 10,448 Est. Cost $175.67 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2,188 Shares 4,497 Est. Cost $138.83 Unrealized +207.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2,169 Shares 27,698 Est. Cost $47.48 Unrealized +47.8%
ZTS ZOETIS INC 0.0%
Value ($000) $2,160 Shares 14,742 Est. Cost $188.95 Unrealized -24.2%
AAXJ ISHARES TR 0.0%
Value ($000) $2,141 Shares 33,049 Est. Cost $55.01 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $2,081 Shares 14,865 Est. Cost $121.78 Unrealized +14.0%
IWD ISHARES TR 0.0%
Value ($000) $2,050 Shares 13,521 Est. Cost $104.35 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $2,041 Shares 30,626 Est. Cost $36.98 Unrealized +56.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2,029 Shares 5,909 Est. Cost $187.56 Unrealized +71.4%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,967 Shares 43,500 Est. Cost $81.93 Unrealized -39.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,963 Shares 10,471 Est. Cost $73.63 Unrealized +130.0%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,934 Shares 24,901 Est. Cost $62.64 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1,887 Shares 24,678 Est. Cost $29.70 Unrealized +148.9%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $1,820 Shares 57,156 Est. Cost $29.01 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,792 Shares 20,490 Est. Cost $74.61 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1,788 Shares 17,429 Est. Cost $48.97 Unrealized +95.0%
AVGO BROADCOM INC 0.0%
Value ($000) $1,786 Shares 3,194 Est. Cost $32.17 Unrealized +48.0%
IWR ISHARES TR 0.0%
Value ($000) $1,778 Shares 26,356 Est. Cost $70.08 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,690 Shares 30,419 Est. Cost $85.05 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,669 Shares 16,997 Est. Cost $102.99 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,664 Shares 14,102 Est. Cost $56.67 Unrealized +93.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $1,640 Shares 10,803 Est. Cost $122.41 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $1,634 Shares 14,860 Est. Cost $81.17 Unrealized +21.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $1,620 Shares 39,223 Est. Cost $28.27 Unrealized +44.4%
IWN ISHARES TR 0.0%
Value ($000) $1,615 Shares 11,648 Est. Cost $112.63 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $1,558 Shares 18,777 Est. Cost $84.65 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1,553 Shares 18,095 Est. Cost $56.99 Unrealized +24.2%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $1,542 Shares 10,986 Est. Cost $100.29 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1,513 Shares 39,908 Est. Cost $41.93 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,487 Shares 19,941 Est. Cost $68.56 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1,479 Shares 9,361 Est. Cost $44.12 Unrealized +238.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,459 Shares 9,239 Est. Cost $69.07 Unrealized +101.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,431 Shares 10,541 Est. Cost $84.53 Unrealized +33.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,387 Shares 8,382 Est. Cost $59.16 Unrealized +163.6%
YUM YUM BRANDS INC 0.0%
Value ($000) $1,340 Shares 10,459 Est. Cost $76.74 Unrealized +48.6%
VMWARE INC 0.0%
Value ($000) $1,337 Shares 10,889 Est. Cost $122.76 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $1,322 Shares 9,762 Est. Cost $47.90 Unrealized +166.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,310 Shares 5,278 Est. Cost $79.02 Unrealized +189.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,297 Shares 3,871 Est. Cost $168.06 Unrealized +91.1%
IEFA ISHARES TR 0.0%
Value ($000) $1,294 Shares 20,987 Est. Cost $58.53 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1,292 Shares 31,738 Est. Cost $23.06 Unrealized +41.0%
IJJ ISHARES TR 0.0%
Value ($000) $1,258 Shares 12,476 Est. Cost $128.50 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $1,236 Shares 14,752 Est. Cost $62.95 Unrealized -23.1%
PSX PHILLIPS 66 0.0%
Value ($000) $1,225 Shares 11,774 Est. Cost $52.94 Unrealized +72.6%
NFLX NETFLIX INC 0.0%
Value ($000) $1,222 Shares 4,144 Est. Cost $31.41 Unrealized -10.7%
DE DEERE & CO 0.0%
Value ($000) $1,217 Shares 2,838 Est. Cost $196.09 Unrealized +98.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $1,209 Shares 10,460 Est. Cost $49.98 Unrealized +113.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $1,205 Shares 23,644 Est. Cost $58.42 Unrealized -15.0%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,202 Shares 7,586 Est. Cost $133.58 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,183 Shares 1,640 Est. Cost $639.81 Unrealized +14.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,175 Shares 4,769 Est. Cost $158.17 Unrealized +39.4%
DBEF DBX ETF TR 0.0%
Value ($000) $1,164 Shares 36,124 Est. Cost $31.22 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $1,146 Shares 18,900 Est. Cost $64.55 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $1,146 Shares 18,693 Est. Cost $47.71 Unrealized +12.5%
SUSA ISHARES TR 0.0%
Value ($000) $1,112 Shares 13,512 Est. Cost $81.08 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,089 Shares 31,146 Est. Cost $29.81 Unrealized +0.8%
SO SOUTHERN CO 0.0%
Value ($000) $1,084 Shares 15,185 Est. Cost $34.26 Unrealized +74.0%
FDX FEDEX CORP 0.0%
Value ($000) $1,076 Shares 6,210 Est. Cost $216.03 Unrealized -28.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,075 Shares 6,851 Est. Cost $61.57 Unrealized +148.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,069 Shares 7,179 Est. Cost $103.56 Unrealized +44.1%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,058 Shares 28,662 Est. Cost $41.19 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $1,052 Shares 6,170 Est. Cost $120.97 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1,047 Shares 12,626 Est. Cost $63.17 Unrealized +18.5%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $1,039 Shares 3,254 Est. Cost $416.50 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1,034 Shares 4,065 Est. Cost $136.47 Unrealized +63.6%
IWV ISHARES TR 0.0%
Value ($000) $1,016 Shares 4,605 Est. Cost $173.44 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $987 Shares 25,240 Est. Cost $21.24 Unrealized +49.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $977 Shares 10,247 Est. Cost $53.85 Unrealized +51.6%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $972 Shares 5,867 Est. Cost $127.56 Unrealized +38.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $963 Shares 10,364 Est. Cost $93.09 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $958 Shares 5,843 Est. Cost $99.64 Unrealized +48.3%
BN BROOKFIELD CORP 0.0%
Value ($000) $955 Shares 30,369 Est. Cost $21.90 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $946 Shares 5,020 Est. Cost $68.40 Unrealized +165.5%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $944 Shares 10,000 Est. Cost $87.94 Unrealized 0.0%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $884 Shares 5,829 Est. Cost $183.82 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $881 Shares 4,232 Est. Cost $174.97 Unrealized +20.6%
PSA PUBLIC STORAGE 0.0%
Value ($000) $880 Shares 3,142 Est. Cost $300.19 Unrealized -14.6%
IMXI INTERNATIONAL MNY EXPRESS IN 0.0%
Value ($000) $880 Shares 36,113 Est. Cost $13.60 Unrealized +68.8%
EQIX EQUINIX INC 0.0%
Value ($000) $865 Shares 1,321 Est. Cost $664.62 Unrealized -12.9%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $846 Shares 5,451 Est. Cost $112.64 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $837 Shares 17,782 Est. Cost $48.93 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $833 Shares 10,097 Est. Cost $87.15 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $820 Shares 10,565 Est. Cost $44.76 Unrealized +47.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $815 Shares 9,720 Est. Cost $48.76 Unrealized +49.6%
CI CIGNA CORP NEW 0.0%
Value ($000) $813 Shares 2,453 Est. Cost $197.62 Unrealized +51.2%
APA APA CORPORATION 0.0%
Value ($000) $812 Shares 17,397 Est. Cost $40.05 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $811 Shares 36,839 Est. Cost $15.52 Unrealized
T AT&T INC 0.0%
Value ($000) $801 Shares 43,526 Est. Cost $13.76 Unrealized +9.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $782 Shares 2,538 Est. Cost $130.22 Unrealized +99.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $778 Shares 11,338 Est. Cost $26.35 Unrealized -5.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $749 Shares 13,097 Est. Cost $70.23 Unrealized -20.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $749 Shares 14,007 Est. Cost $51.65 Unrealized -10.8%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $744 Shares 2,625 Est. Cost $53.19 Unrealized +398.9%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $730 Shares 8,474 Est. Cost $80.08 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $721 Shares 15,768 Est. Cost $26.53 Unrealized +32.0%
GLW CORNING INC 0.0%
Value ($000) $709 Shares 22,201 Est. Cost $25.47 Unrealized +16.7%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $701 Shares 10,000 Est. Cost $76.88 Unrealized -2.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $697 Shares 4,575 Est. Cost $70.54 Unrealized +91.1%
META META PLATFORMS INC 0.0%
Value ($000) $684 Shares 5,685 Est. Cost $148.87 Unrealized -21.7%
STE STERIS PLC 0.0%
Value ($000) $683 Shares 3,699 Est. Cost $140.31 Unrealized +21.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $672 Shares 2,027 Est. Cost $346.82 Unrealized
BALL BALL CORP 0.0%
Value ($000) $669 Shares 13,075 Est. Cost $49.51 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $663 Shares 10,775 Est. Cost $59.35 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $661 Shares 282 Est. Cost $117.17 Unrealized +118.4%
LINDE PLC 0.0%
Value ($000) $652 Shares 1,998 Est. Cost $185.82 Unrealized
INTU INTUIT 0.0%
Value ($000) $648 Shares 1,664 Est. Cost $264.71 Unrealized +46.9%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $635 Shares 18,513 Est. Cost $16.20 Unrealized +85.8%
AES AES CORP 0.0%
Value ($000) $630 Shares 21,921 Est. Cost $20.44 Unrealized +15.3%
AVEO PHARMACEUTICALS INC 0.0%
Value ($000) $626 Shares 41,841 Est. Cost $3.89 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $623 Shares 15,483 Est. Cost $37.09 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $600 Shares 5,154 Est. Cost $70.42 Unrealized +51.2%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $600 Shares 6,335 Est. Cost $176.36 Unrealized -49.1%
BIIB BIOGEN INC 0.0%
Value ($000) $595 Shares 2,150 Est. Cost $251.83 Unrealized +12.2%
LQD ISHARES TR 0.0%
Value ($000) $590 Shares 5,597 Est. Cost $120.92 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $560 Shares 9,146 Est. Cost $55.17 Unrealized -5.5%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $547 Shares 25,330 Est. Cost $25.90 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $528 Shares 3,894 Est. Cost $84.47 Unrealized +34.6%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $526 Shares 40,000 Est. Cost $9.81 Unrealized -5.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $521 Shares 5,488 Est. Cost $52.95 Unrealized +52.8%
XAR SPDR SER TR 0.0%
Value ($000) $517 Shares 4,700 Est. Cost $118.92 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $501 Shares 1,078 Est. Cost $496.43 Unrealized -9.6%
IEMG ISHARES INC 0.0%
Value ($000) $491 Shares 10,508 Est. Cost $51.69 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $489 Shares 10,573 Est. Cost $21.71 Unrealized +99.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $489 Shares 3,783 Est. Cost $184.96 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $485 Shares 1,679 Est. Cost $127.46 Unrealized +139.1%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $484 Shares 7,590 Est. Cost $61.02 Unrealized -7.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $482 Shares 12,891 Est. Cost $68.13 Unrealized
COWEN INC 0.0%
Value ($000) $475 Shares 12,304 Est. Cost $14.51 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $475 Shares 4,526 Est. Cost $89.88 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $466 Shares 2,688 Est. Cost $105.94 Unrealized +50.2%
CSX CSX CORP 0.0%
Value ($000) $462 Shares 14,919 Est. Cost $25.88 Unrealized +11.0%
AN AUTONATION INC 0.0%
Value ($000) $461 Shares 4,294 Est. Cost $65.39 Unrealized +69.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $458 Shares 1,780 Est. Cost $162.91 Unrealized +46.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $456 Shares 2,582 Est. Cost $192.20 Unrealized -10.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $449 Shares 223 Est. Cost $1864.11 Unrealized +0.2%
SPYD SPDR SER TR 0.0%
Value ($000) $448 Shares 11,320 Est. Cost $32.95 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $444 Shares 8,011 Est. Cost $55.50 Unrealized
CCK CROWN HLDGS INC 0.0%
Value ($000) $435 Shares 5,296 Est. Cost $76.94 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $428 Shares 3,359 Est. Cost $116.24 Unrealized -2.9%
CME CME GROUP INC 0.0%
Value ($000) $428 Shares 2,546 Est. Cost $103.25 Unrealized +46.2%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $428 Shares 3,953 Est. Cost $101.73 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $426 Shares 1,865 Est. Cost $158.75 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $425 Shares 8,522 Est. Cost $54.67 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $419 Shares 817 Est. Cost $132.23 Unrealized +266.4%
DHI D R HORTON INC 0.0%
Value ($000) $416 Shares 4,672 Est. Cost $48.56 Unrealized +60.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $414 Shares 3,481 Est. Cost $54.06 Unrealized +107.6%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $404 Shares 8,508 Est. Cost $47.68 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $402 Shares 1,444 Est. Cost $165.74 Unrealized +60.7%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $402 Shares 2,423 Est. Cost $44.20 Unrealized +247.2%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $392 Shares 1,570 Est. Cost $121.70 Unrealized +77.0%
DOW DOW INC 0.0%
Value ($000) $390 Shares 7,738 Est. Cost $37.14 Unrealized +9.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $386 Shares 1,496 Est. Cost $164.18 Unrealized +46.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $381 Shares 2,698 Est. Cost $102.41 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $379 Shares 681 Est. Cost $265.80 Unrealized +106.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $373 Shares 2,751 Est. Cost $99.79 Unrealized +21.7%
CHGG CHEGG INC 0.0%
Value ($000) $371 Shares 14,688 Est. Cost $53.43 Unrealized -52.4%
CMI CUMMINS INC 0.0%
Value ($000) $370 Shares 1,526 Est. Cost $181.34 Unrealized +21.7%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $368 Shares 1,088 Est. Cost $378.22 Unrealized -11.5%
NTCT NETSCOUT SYS INC 0.0%
Value ($000) $364 Shares 11,187 Est. Cost $25.87 Unrealized +33.4%
IJK ISHARES TR 0.0%
Value ($000) $363 Shares 5,312 Est. Cost $113.75 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $356 Shares 1,538 Est. Cost $76.76 Unrealized +176.3%
CF CF INDS HLDGS INC 0.0%
Value ($000) $353 Shares 4,148 Est. Cost $42.04 Unrealized +124.8%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $345 Shares 14,000 Est. Cost $17.71 Unrealized
WESTROCK CO 0.0%
Value ($000) $338 Shares 9,625 Est. Cost $47.78 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $336 Shares 1,425 Est. Cost $263.61 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $323 Shares 6,724 Est. Cost $62.41 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $320 Shares 5,449 Est. Cost $48.99 Unrealized +24.8%
AEE AMEREN CORP 0.0%
Value ($000) $320 Shares 3,600 Est. Cost $28.02 Unrealized +171.8%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $320 Shares 8,975 Est. Cost $46.91 Unrealized
WAB WABTEC 0.0%
Value ($000) $319 Shares 3,201 Est. Cost $96.26 Unrealized -2.4%
AGZ ISHARES TR 0.0%
Value ($000) $318 Shares 2,985 Est. Cost $112.59 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $316 Shares 1,991 Est. Cost $128.52 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $312 Shares 828 Est. Cost $223.88 Unrealized +50.9%
TE CONNECTIVITY LTD 0.0%
Value ($000) $309 Shares 2,694 Est. Cost $87.23 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $309 Shares 8,115 Est. Cost $22.37 Unrealized +40.4%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $307 Shares 3,066 Est. Cost $122.53 Unrealized -25.5%
LIVENT CORP 0.0%
Value ($000) $298 Shares 15,011 Est. Cost $27.02 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $294 Shares 943 Est. Cost $151.43 Unrealized +92.7%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $292 Shares 4,000 Est. Cost $84.25 Unrealized -15.0%
LUCID GROUP INC 0.0%
Value ($000) $292 Shares 42,698 Est. Cost $13.96 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $291 Shares 2,728 Est. Cost $74.29 Unrealized +44.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $291 Shares 534 Est. Cost $495.16 Unrealized 0.0%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $283 Shares 200 Est. Cost $940.82 Unrealized +44.0%
NOBL PROSHARES TR 0.0%
Value ($000) $282 Shares 3,130 Est. Cost $79.88 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $282 Shares 2,451 Est. Cost $114.30 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $281 Shares 6,000 Est. Cost $41.65 Unrealized +2.3%
ICF ISHARES TR 0.0%
Value ($000) $280 Shares 5,101 Est. Cost $79.79 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $278 Shares 5,530 Est. Cost $65.08 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $277 Shares 5,071 Est. Cost $45.41 Unrealized +11.9%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $275 Shares 3,449 Est. Cost $55.88 Unrealized +35.5%
STERICYCLE INC 0.0%
Value ($000) $274 Shares 5,495 Est. Cost $107.88 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $274 Shares 2,190 Est. Cost $117.35 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $273 Shares 1,975 Est. Cost $91.43 Unrealized +38.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $269 Shares 1,331 Est. Cost $91.93 Unrealized +125.4%
ETN EATON CORP PLC 0.0%
Value ($000) $269 Shares 1,711 Est. Cost $146.94 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $261 Shares 9,470 Est. Cost $57.90 Unrealized -49.2%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $261 Shares 8,647 Est. Cost $30.37 Unrealized -12.9%
WWD WOODWARD INC 0.0%
Value ($000) $260 Shares 2,696 Est. Cost $63.09 Unrealized +43.5%
IGIB ISHARES TR 0.0%
Value ($000) $255 Shares 5,150 Est. Cost $82.44 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $254 Shares 6,116 Est. Cost $47.21 Unrealized
WEX WEX INC 0.0%
Value ($000) $254 Shares 1,550 Est. Cost $155.68 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $254 Shares 1,695 Est. Cost $133.96 Unrealized +4.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $252 Shares 2,238 Est. Cost $100.19 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $250 Shares 3,867 Est. Cost $122.39 Unrealized -46.1%
NOW SERVICENOW INC 0.0%
Value ($000) $249 Shares 642 Est. Cost $46.63 Unrealized +67.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $248 Shares 5,763 Est. Cost $41.29 Unrealized -10.2%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $247 Shares 10,182 Est. Cost $27.01 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $246 Shares 2,811 Est. Cost $183.02 Unrealized -48.7%
MET METLIFE INC 0.0%
Value ($000) $245 Shares 3,389 Est. Cost $65.10 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $244 Shares 3,265 Est. Cost $108.01 Unrealized -28.6%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $243 Shares 1,990 Est. Cost $173.06 Unrealized -29.7%
CYTEIR THERAPEUTICS INC 0.0%
Value ($000) $242 Shares 146,676 Est. Cost $3.77 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $239 Shares 971 Est. Cost $201.16 Unrealized +15.9%
GGG GRACO INC 0.0%
Value ($000) $237 Shares 3,522 Est. Cost $35.15 Unrealized +82.1%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $237 Shares 3,598 Est. Cost $57.63 Unrealized +11.2%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $236 Shares 4,143 Est. Cost $51.20 Unrealized 0.0%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $235 Shares 2,832 Est. Cost $78.25 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $233 Shares 1,104 Est. Cost $229.94 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $231 Shares 1,287 Est. Cost $163.51 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $230 Shares 3,277 Est. Cost $61.10 Unrealized -2.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $228 Shares 861 Est. Cost $243.83 Unrealized 0.0%
UPEXI INC 0.0%
Value ($000) $225 Shares 75,000 Est. Cost $3.00 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $224 Shares 1,267 Est. Cost $157.26 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $223 Shares 1,665 Est. Cost $116.64 Unrealized +15.4%
WRB BERKLEY W R CORP 0.0%
Value ($000) $223 Shares 3,075 Est. Cost $44.51 Unrealized 0.0%
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $221 Shares 6,536 Est. Cost $33.85 Unrealized
SRE SEMPRA 0.0%
Value ($000) $221 Shares 1,430 Est. Cost $63.53 Unrealized +9.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $220 Shares 888 Est. Cost $248.05 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $220 Shares 167 Est. Cost $1237.05 Unrealized 0.0%
CWB SPDR SER TR 0.0%
Value ($000) $220 Shares 3,418 Est. Cost $46.78 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $220 Shares 9,050 Est. Cost $21.93 Unrealized +8.7%
ARISTA NETWORKS INC 0.0%
Value ($000) $218 Shares 1,800 Est. Cost $112.78 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $218 Shares 7,618 Est. Cost $27.10 Unrealized 0.0%
NXRT NEXPOINT RESIDENTIAL TR INC 0.0%
Value ($000) $218 Shares 5,000 Est. Cost $44.40 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $217 Shares 3,450 Est. Cost $53.09 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $214 Shares 6,897 Est. Cost $56.98 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $214 Shares 899 Est. Cost $213.29 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $213 Shares 992 Est. Cost $210.43 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $212 Shares 3,306 Est. Cost $57.70 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $204 Shares 821 Est. Cost $211.01 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $201 Shares 565 Est. Cost $318.25 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $179 Shares 12,661 Est. Cost $12.41 Unrealized +0.7%
HANESBRANDS INC 0.0%
Value ($000) $174 Shares 27,330 Est. Cost $14.39 Unrealized
MGNX MACROGENICS INC 0.0%
Value ($000) $118 Shares 17,543 Est. Cost $20.80 Unrealized -73.6%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $89 Shares 60,000 Est. Cost $2.78 Unrealized -53.5%
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $79 Shares 143,138 Est. Cost $17.99 Unrealized -95.3%
BLACKROCK CAP INVT CORP 0.0%
Value ($000) $66 Shares 18,272 Est. Cost $4.00 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $50 Shares 10,849 Est. Cost $11.48 Unrealized -56.8%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $39 Shares 23,111 Est. Cost $1.69 Unrealized
VROOM INC 0.0%
Value ($000) $22 Shares 21,413 Est. Cost $41.04 Unrealized
ASTRA SPACE INC 0.0%
Value ($000) $4 Shares 10,166 Est. Cost $8.66 Unrealized
AUDACY INC 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $4.30 Unrealized