Great Diamond Partners, LLC Diversified Active

CIK: 0001801112 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $365,839 (100.0% shares, 0.0% debt)

Holdings (179)

IWV ISHARES TR 6.7%
Value ($000) $24,635 Shares 77,556 Est. Cost $189.59 Unrealized
VTI VANGUARD INDEX FDS 6.2%
Value ($000) $22,825 Shares 83,048 Est. Cost $166.56 Unrealized
IEFA ISHARES TR 5.8%
Value ($000) $21,206 Shares 280,320 Est. Cost $65.24 Unrealized
VUG VANGUARD INDEX FDS 3.4%
Value ($000) $12,538 Shares 33,811 Est. Cost $282.96 Unrealized
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $11,941 Shares 21,346 Est. Cost $512.95 Unrealized
VXF VANGUARD INDEX FDS 2.8%
Value ($000) $10,376 Shares 60,233 Est. Cost $142.08 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $9,024 Shares 24,038 Est. Cost $163.83 Unrealized +147.3%
AGZ ISHARES TR 2.3%
Value ($000) $8,534 Shares 77,980 Est. Cost $107.07 Unrealized
AGG ISHARES TR 2.2%
Value ($000) $8,079 Shares 81,669 Est. Cost $96.78 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 2.2%
Value ($000) $7,983 Shares 312,816 Est. Cost $25.52 Unrealized
IDXX IDEXX LABS INC 1.6%
Value ($000) $5,971 Shares 14,219 Est. Cost $263.51 Unrealized +64.8%
IEI ISHARES TR 1.5%
Value ($000) $5,585 Shares 47,273 Est. Cost $126.30 Unrealized
LLY ELI LILLY & CO 1.5%
Value ($000) $5,459 Shares 6,610 Est. Cost $235.29 Unrealized +251.4%
AAPL APPLE INC 1.5%
Value ($000) $5,455 Shares 24,558 Est. Cost $124.76 Unrealized +85.0%
FFEB FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $5,307 Shares 108,764 Est. Cost $34.56 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $5,126 Shares 29,591 Est. Cost $143.28 Unrealized
IJH ISHARES TR 1.2%
Value ($000) $4,304 Shares 73,755 Est. Cost $92.72 Unrealized
WM WASTE MGMT INC DEL 1.1%
Value ($000) $4,153 Shares 17,938 Est. Cost $106.69 Unrealized +104.7%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $4,148 Shares 38,273 Est. Cost $92.41 Unrealized +37.1%
AVGO BROADCOM INC 1.1%
Value ($000) $3,937 Shares 23,517 Est. Cost $149.22 Unrealized +40.6%
TDIV FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $3,748 Shares 50,913 Est. Cost $54.83 Unrealized
PAYX PAYCHEX INC 1.0%
Value ($000) $3,738 Shares 24,231 Est. Cost $70.68 Unrealized +102.5%
WSM WILLIAMS SONOMA INC 1.0%
Value ($000) $3,687 Shares 23,321 Est. Cost $126.33 Unrealized +51.0%
IBDR ISHARES TR 1.0%
Value ($000) $3,521 Shares 145,448 Est. Cost $24.07 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $3,498 Shares 11,448 Est. Cost $151.61 Unrealized +94.9%
IBDT ISHARES TR 1.0%
Value ($000) $3,484 Shares 137,937 Est. Cost $24.95 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.9%
Value ($000) $3,435 Shares 23,428 Est. Cost $84.06 Unrealized +100.3%
AMGN AMGEN INC 0.9%
Value ($000) $3,280 Shares 10,528 Est. Cost $183.54 Unrealized +56.5%
AMP AMERIPRISE FINL INC 0.9%
Value ($000) $3,246 Shares 6,706 Est. Cost $288.10 Unrealized +80.0%
ORCL ORACLE CORP 0.8%
Value ($000) $2,979 Shares 21,306 Est. Cost $86.56 Unrealized +86.7%
HD HOME DEPOT INC 0.8%
Value ($000) $2,963 Shares 8,085 Est. Cost $208.32 Unrealized +82.8%
UNM UNUM GROUP 0.8%
Value ($000) $2,875 Shares 35,293 Est. Cost $39.89 Unrealized +93.3%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,803 Shares 14,731 Est. Cost $122.58 Unrealized +77.0%
ETN EATON CORP PLC 0.7%
Value ($000) $2,700 Shares 9,933 Est. Cost $184.81 Unrealized +66.9%
BLK BLACKROCK INC 0.7%
Value ($000) $2,627 Shares 2,776 Est. Cost $991.05 Unrealized -2.9%
AFL AFLAC INC 0.7%
Value ($000) $2,619 Shares 23,553 Est. Cost $70.36 Unrealized +47.9%
IGIB ISHARES TR 0.7%
Value ($000) $2,594 Shares 49,390 Est. Cost $51.53 Unrealized
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $2,591 Shares 8,305 Est. Cost $192.58 Unrealized +81.5%
ABT ABBOTT LABS 0.7%
Value ($000) $2,554 Shares 19,253 Est. Cost $78.43 Unrealized +60.0%
HUBB HUBBELL INC 0.7%
Value ($000) $2,526 Shares 7,632 Est. Cost $248.40 Unrealized +54.0%
SJNK SPDR SER TR 0.7%
Value ($000) $2,520 Shares 100,170 Est. Cost $27.16 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,461 Shares 118,885 Est. Cost $20.55 Unrealized
PFF ISHARES TR 0.7%
Value ($000) $2,442 Shares 79,474 Est. Cost $31.57 Unrealized
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $2,336 Shares 3,843 Est. Cost $539.21 Unrealized +20.3%
WELL WELLTOWER INC 0.6%
Value ($000) $2,308 Shares 15,066 Est. Cost $137.09 Unrealized +2.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $2,249 Shares 13,549 Est. Cost $159.41 Unrealized
IAI ISHARES TR 0.6%
Value ($000) $2,221 Shares 15,852 Est. Cost $99.77 Unrealized
ITA ISHARES TR 0.6%
Value ($000) $2,140 Shares 13,976 Est. Cost $115.23 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $2,139 Shares 33,946 Est. Cost $54.61 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,122 Shares 12,451 Est. Cost $107.54 Unrealized +52.5%
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $2,114 Shares 15,342 Est. Cost $97.42 Unrealized +29.2%
GRMN GARMIN LTD 0.6%
Value ($000) $2,101 Shares 9,676 Est. Cost $205.90 Unrealized +3.4%
RTH VANECK ETF TRUST 0.6%
Value ($000) $2,040 Shares 9,035 Est. Cost $218.35 Unrealized
MLPX GLOBAL X FDS 0.6%
Value ($000) $2,035 Shares 31,898 Est. Cost $42.46 Unrealized
V VISA INC 0.5%
Value ($000) $2,003 Shares 5,714 Est. Cost $188.61 Unrealized +78.3%
IGV ISHARES TR 0.5%
Value ($000) $2,002 Shares 22,493 Est. Cost $141.63 Unrealized
TMUS T-MOBILE US INC 0.5%
Value ($000) $1,994 Shares 7,476 Est. Cost $243.03 Unrealized 0.0%
GOOG ALPHABET INC 0.5%
Value ($000) $1,989 Shares 12,729 Est. Cost $109.39 Unrealized +66.8%
KBE SPDR SER TR 0.5%
Value ($000) $1,956 Shares 36,940 Est. Cost $52.96 Unrealized
EVR EVERCORE INC 0.5%
Value ($000) $1,902 Shares 9,525 Est. Cost $214.22 Unrealized +15.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,844 Shares 3,520 Est. Cost $361.81 Unrealized +38.0%
PKB INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,830 Shares 27,173 Est. Cost $54.62 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,802 Shares 8,599 Est. Cost $99.54 Unrealized +90.3%
SKYY FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,793 Shares 17,537 Est. Cost $102.26 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,686 Shares 23,781 Est. Cost $61.53 Unrealized +11.6%
APO APOLLO GLOBAL MGMT INC 0.5%
Value ($000) $1,664 Shares 12,149 Est. Cost $138.41 Unrealized +9.7%
SMH VANECK ETF TRUST 0.5%
Value ($000) $1,656 Shares 7,833 Est. Cost $198.82 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,636 Shares 10,577 Est. Cost $113.32 Unrealized +59.5%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,604 Shares 15,270 Est. Cost $71.14 Unrealized +36.1%
META META PLATFORMS INC 0.4%
Value ($000) $1,590 Shares 2,758 Est. Cost $191.17 Unrealized +236.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,588 Shares 2,982 Est. Cost $247.27 Unrealized +96.6%
IBDS ISHARES TR 0.4%
Value ($000) $1,578 Shares 65,277 Est. Cost $23.46 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $1,550 Shares 13,289 Est. Cost $46.58 Unrealized +170.3%
KLAC KLA CORP 0.4%
Value ($000) $1,502 Shares 2,210 Est. Cost $188.36 Unrealized +279.5%
NFLX NETFLIX INC 0.4%
Value ($000) $1,486 Shares 1,593 Est. Cost $38.28 Unrealized +148.4%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,199 Shares 4,836 Est. Cost $151.69 Unrealized +65.3%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $1,157 Shares 5,964 Est. Cost $165.35 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,145 Shares 30,531 Est. Cost $27.04 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,125 Shares 9,461 Est. Cost $72.66 Unrealized +47.5%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,115 Shares 9,154 Est. Cost $76.45 Unrealized +57.1%
DON WISDOMTREE TR 0.3%
Value ($000) $1,097 Shares 22,162 Est. Cost $44.36 Unrealized
DSI ISHARES TR 0.3%
Value ($000) $1,088 Shares 10,623 Est. Cost $78.77 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1,086 Shares 11,593 Est. Cost $88.79 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,040 Shares 4,013 Est. Cost $218.48 Unrealized +52.5%
SDOG ALPS ETF TR 0.3%
Value ($000) $1,028 Shares 17,700 Est. Cost $50.14 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $985 Shares 2,204 Est. Cost $329.82 Unrealized +35.9%
WMB WILLIAMS COS INC 0.3%
Value ($000) $962 Shares 16,102 Est. Cost $55.43 Unrealized 0.0%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $870 Shares 23,882 Est. Cost $32.01 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $855 Shares 1,824 Est. Cost $325.56 Unrealized
OWL BLUE OWL CAPITAL INC 0.2%
Value ($000) $846 Shares 42,209 Est. Cost $16.94 Unrealized +32.7%
CRM SALESFORCE INC 0.2%
Value ($000) $833 Shares 3,103 Est. Cost $177.23 Unrealized +74.4%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $832 Shares 3,392 Est. Cost $121.60 Unrealized +106.3%
EMB ISHARES TR 0.2%
Value ($000) $832 Shares 9,182 Est. Cost $90.59 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $815 Shares 17,718 Est. Cost $42.65 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $814 Shares 1,485 Est. Cost $302.21 Unrealized +79.3%
SHEL SHELL PLC 0.2%
Value ($000) $783 Shares 10,688 Est. Cost $59.08 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $739 Shares 8,231 Est. Cost $75.37 Unrealized +19.6%
KO COCA COLA CO 0.2%
Value ($000) $717 Shares 10,014 Est. Cost $45.11 Unrealized +44.0%
UNP UNION PAC CORP 0.2%
Value ($000) $707 Shares 2,992 Est. Cost $154.24 Unrealized +52.7%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $656 Shares 1,353 Est. Cost $272.85 Unrealized +70.8%
ESGU ISHARES TR 0.2%
Value ($000) $626 Shares 5,136 Est. Cost $97.40 Unrealized
BA BOEING CO 0.2%
Value ($000) $620 Shares 3,634 Est. Cost $173.34 Unrealized -0.1%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.2%
Value ($000) $584 Shares 75,222 Est. Cost $7.76 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $573 Shares 5,475 Est. Cost $99.52 Unrealized
WMT WALMART INC 0.2%
Value ($000) $569 Shares 6,486 Est. Cost $49.13 Unrealized +89.2%
ERIE ERIE INDTY CO 0.2%
Value ($000) $567 Shares 1,354 Est. Cost $419.98 Unrealized -4.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $561 Shares 1,795 Est. Cost $179.37 Unrealized +63.3%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $551 Shares 3,323 Est. Cost $122.31 Unrealized +24.6%
R RYDER SYS INC 0.1%
Value ($000) $542 Shares 3,768 Est. Cost $156.25 Unrealized -0.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $541 Shares 5,484 Est. Cost $124.94 Unrealized -14.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $539 Shares 5,490 Est. Cost $75.11 Unrealized +34.5%
ESGD ISHARES TR 0.1%
Value ($000) $533 Shares 6,520 Est. Cost $73.13 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $526 Shares 2,655 Est. Cost $208.39 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $522 Shares 1,050 Est. Cost $536.87 Unrealized +0.5%
ESML ISHARES TR 0.1%
Value ($000) $507 Shares 13,201 Est. Cost $35.49 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $485 Shares 8,234 Est. Cost $36.58 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $448 Shares 4,689 Est. Cost $47.18 Unrealized +130.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $446 Shares 1,276 Est. Cost $239.16 Unrealized +45.6%
NTAP NETAPP INC 0.1%
Value ($000) $438 Shares 4,981 Est. Cost $113.35 Unrealized -4.5%
RTX RTX CORPORATION 0.1%
Value ($000) $410 Shares 3,092 Est. Cost $66.31 Unrealized +88.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $409 Shares 2,444 Est. Cost $87.40 Unrealized +72.2%
IEMG ISHARES INC 0.1%
Value ($000) $395 Shares 7,328 Est. Cost $49.05 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $387 Shares 9,280 Est. Cost $29.50 Unrealized +47.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $380 Shares 6,156 Est. Cost $40.42 Unrealized +48.7%
AZO AUTOZONE INC 0.1%
Value ($000) $377 Shares 99 Est. Cost $3070.23 Unrealized +12.4%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $373 Shares 5,365 Est. Cost $110.15 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $368 Shares 12,420 Est. Cost $26.00 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $368 Shares 6,281 Est. Cost $41.15 Unrealized +26.7%
ADSK AUTODESK INC 0.1%
Value ($000) $365 Shares 1,394 Est. Cost $163.92 Unrealized +73.5%
PAVE GLOBAL X FDS 0.1%
Value ($000) $361 Shares 9,557 Est. Cost $27.68 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $355 Shares 1,319 Est. Cost $158.48 Unrealized +84.5%
SLV ISHARES SILVER TR 0.1%
Value ($000) $354 Shares 11,429 Est. Cost $28.41 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $350 Shares 688 Est. Cost $321.52 Unrealized +57.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $338 Shares 683 Est. Cost $291.55 Unrealized +89.7%
NOW SERVICENOW INC 0.1%
Value ($000) $327 Shares 411 Est. Cost $127.58 Unrealized +51.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $322 Shares 340 Est. Cost $305.83 Unrealized +217.4%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $318 Shares 4,324 Est. Cost $54.84 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $310 Shares 1,762 Est. Cost $121.44 Unrealized +51.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $307 Shares 1,235 Est. Cost $116.29 Unrealized +105.9%
LOW LOWES COS INC 0.1%
Value ($000) $302 Shares 1,297 Est. Cost $169.71 Unrealized +42.6%
T AT&T INC 0.1%
Value ($000) $302 Shares 10,671 Est. Cost $14.91 Unrealized +63.3%
GE GE AEROSPACE 0.1%
Value ($000) $300 Shares 1,499 Est. Cost $118.27 Unrealized +65.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $298 Shares 545 Est. Cost $329.22 Unrealized +79.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $288 Shares 2,858 Est. Cost $100.70 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $288 Shares 5,083 Est. Cost $36.83 Unrealized +52.8%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $284 Shares 3,911 Est. Cost $74.98 Unrealized +4.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $283 Shares 427 Est. Cost $516.24 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $281 Shares 1,110 Est. Cost $178.05 Unrealized +40.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $271 Shares 427 Est. Cost $428.78 Unrealized +59.6%
LIN LINDE PLC 0.1%
Value ($000) $271 Shares 581 Est. Cost $323.17 Unrealized +37.6%
ESGE ISHARES INC 0.1%
Value ($000) $265 Shares 7,596 Est. Cost $31.65 Unrealized
UNILEVER PLC 0.1%
Value ($000) $250 Shares 4,190 Est. Cost $53.14 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $241 Shares 1,567 Est. Cost $83.66 Unrealized +90.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $237 Shares 1,509 Est. Cost $93.37 Unrealized +51.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $233 Shares 627 Est. Cost $238.75 Unrealized +57.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $225 Shares 851 Est. Cost $121.12 Unrealized +102.6%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $222 Shares 403 Est. Cost $558.87 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $220 Shares 270 Est. Cost $733.71 Unrealized +20.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $220 Shares 1,288 Est. Cost $126.62 Unrealized +46.0%
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $220 Shares 2,180 Est. Cost $88.47 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $218 Shares 1,764 Est. Cost $125.22 Unrealized -4.8%
INTU INTUIT 0.1%
Value ($000) $217 Shares 354 Est. Cost $280.82 Unrealized +112.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $217 Shares 1,473 Est. Cost $129.09 Unrealized 0.0%
WAB WABTEC 0.1%
Value ($000) $217 Shares 1,196 Est. Cost $93.96 Unrealized +103.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $217 Shares 2,904 Est. Cost $25.42 Unrealized +25.5%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $217 Shares 4,365 Est. Cost $53.02 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $216 Shares 3,871 Est. Cost $53.07 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $215 Shares 1,903 Est. Cost $104.71 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $212 Shares 2,576 Est. Cost $76.64 Unrealized -0.4%
CTVA CORTEVA INC 0.1%
Value ($000) $212 Shares 3,364 Est. Cost $61.25 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $210 Shares 501 Est. Cost $423.12 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $209 Shares 1,162 Est. Cost $111.58 Unrealized +63.3%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.1%
Value ($000) $204 Shares 1,604 Est. Cost $122.72 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $203 Shares 1,819 Est. Cost $111.48 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $203 Shares 44 Est. Cost $4749.08 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $201 Shares 1,058 Est. Cost $125.84 Unrealized +66.5%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $201 Shares 614 Est. Cost $295.72 Unrealized +17.8%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $72 Shares 18,887 Est. Cost $2.27 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $70 Shares 10,375 Est. Cost $6.70 Unrealized