Alliance Wealth Advisors, LLC /UT Diversified Active

Location: Centerville, UT

CIK: 0001893261 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 2, 2026

Total Value: $462M (100.0% shares, 0.0% debt)

Holdings (250)

VONG VANGUARD SCOTTSDALE FDS 7.0%
Value $32.3M Shares 265,300 Est. Cost $121.67 Unrealized
VYM VANGUARD WHITEHALL FDS 4.7%
Value $21.65M Shares 150,847 Est. Cost $143.37 Unrealized
BIL SPDR SERIES TRUST 3.8%
Value $17.43M Shares 190,738 Est. Cost $91.68 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 3.3%
Value $15.33M Shares 183,044 Est. Cost $83.49 Unrealized
IVLU ISHARES TR 3.1%
Value $14.38M Shares 377,992 Est. Cost $37.87 Unrealized
IXUS ISHARES TR 2.7%
Value $12.53M Shares 148,018 Est. Cost $83.97 Unrealized
SPTS SPDR SERIES TRUST 2.6%
Value $12.15M Shares 414,953 Est. Cost $29.28 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value $9.995M Shares 53,595 Est. Cost $143.02 Unrealized +30.1%
MSFT MICROSOFT CORP 1.8%
Value $8.211M Shares 16,978 Est. Cost $277.71 Unrealized +80.3%
GLDM WORLD GOLD TR 1.6%
Value $7.449M Shares 87,251 Est. Cost $85.37 Unrealized
AMZN AMAZON COM INC 1.6%
Value $7.427M Shares 32,178 Est. Cost $226.35 Unrealized +1.1%
VIOG VANGUARD ADMIRAL FDS INC 1.6%
Value $7.248M Shares 59,762 Est. Cost $121.31 Unrealized
SPEM SPDR INDEX SHS FDS 1.5%
Value $7.078M Shares 151,199 Est. Cost $41.15 Unrealized
GOOGL ALPHABET INC 1.1%
Value $5.247M Shares 16,762 Est. Cost $140.29 Unrealized +103.6%
BBJP J P MORGAN EXCHANGE TRADED F 1.1%
Value $5.176M Shares 78,530 Est. Cost $65.01 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.1%
Value $4.874M Shares 68,249 Est. Cost $71.57 Unrealized
ORCL ORACLE CORP 1.0%
Value $4.791M Shares 24,580 Est. Cost $139.46 Unrealized +70.7%
XLK SELECT SECTOR SPDR TR 1.0%
Value $4.708M Shares 32,702 Est. Cost $148.45 Unrealized
V VISA INC 1.0%
Value $4.435M Shares 12,644 Est. Cost $218.16 Unrealized +56.0%
GOOG ALPHABET INC 0.9%
Value $4.385M Shares 13,974 Est. Cost $100.03 Unrealized +186.3%
AAPL APPLE INC 0.9%
Value $4.312M Shares 15,860 Est. Cost $224.18 Unrealized +19.7%
IEF ISHARES TR 0.9%
Value $4.263M Shares 44,329 Est. Cost $95.42 Unrealized
TSLA TESLA INC 0.9%
Value $4.176M Shares 9,286 Est. Cost $308.13 Unrealized +43.9%
IVV ISHARES TR 0.9%
Value $3.957M Shares 5,777 Est. Cost $474.38 Unrealized
VXUS VANGUARD STAR FDS 0.8%
Value $3.815M Shares 50,574 Est. Cost $60.79 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value $3.748M Shares 11,179 Est. Cost $327.67 Unrealized
STIP ISHARES TR 0.8%
Value $3.613M Shares 35,285 Est. Cost $100.30 Unrealized
META META PLATFORMS INC 0.8%
Value $3.601M Shares 5,455 Est. Cost $627.59 Unrealized +6.3%
SPHY SPDR SERIES TRUST 0.8%
Value $3.547M Shares 149,850 Est. Cost $23.67 Unrealized
HGER HARBOR ETF TRUST 0.7%
Value $3.387M Shares 136,466 Est. Cost $25.44 Unrealized
ABBV ABBVIE INC 0.7%
Value $3.378M Shares 14,786 Est. Cost $146.80 Unrealized +55.0%
SOFI SOFI TECHNOLOGIES INC 0.7%
Value $3.202M Shares 122,319 Est. Cost $4.96 Unrealized +461.8%
SPYG SPDR SERIES TRUST 0.7%
Value $3.191M Shares 29,909 Est. Cost $71.87 Unrealized
INDA ISHARES TR 0.7%
Value $3.113M Shares 57,591 Est. Cost $54.61 Unrealized
LLY ELI LILLY & CO 0.7%
Value $3.081M Shares 2,867 Est. Cost $749.56 Unrealized +27.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value $3.065M Shares 53,549 Est. Cost $57.24 Unrealized
SHOP SHOPIFY INC 0.7%
Value $3.053M Shares 18,966 Est. Cost $65.42 Unrealized +145.4%
VGSH VANGUARD SCOTTSDALE FDS 0.7%
Value $3.032M Shares 51,618 Est. Cost $58.73 Unrealized
SHLD GLOBAL X FDS 0.7%
Value $3.009M Shares 46,439 Est. Cost $65.15 Unrealized
MDT MEDTRONIC PLC 0.7%
Value $3.007M Shares 31,303 Est. Cost $77.53 Unrealized +25.3%
ACN ACCENTURE PLC IRELAND 0.6%
Value $2.97M Shares 11,069 Est. Cost $284.12 Unrealized -10.6%
ARES ARES MANAGEMENT CORPORATION 0.6%
Value $2.836M Shares 17,544 Est. Cost $76.06 Unrealized +103.7%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $2.831M Shares 9,556 Est. Cost $132.11 Unrealized +126.2%
QCOM QUALCOMM INC 0.6%
Value $2.796M Shares 16,347 Est. Cost $123.41 Unrealized +38.4%
MCD MCDONALDS CORP 0.6%
Value $2.793M Shares 9,139 Est. Cost $255.14 Unrealized +19.6%
AVGO BROADCOM INC 0.6%
Value $2.78M Shares 8,031 Est. Cost $294.64 Unrealized +21.2%
HD HOME DEPOT INC 0.6%
Value $2.64M Shares 7,671 Est. Cost $289.65 Unrealized +25.9%
RSG REPUBLIC SVCS INC 0.6%
Value $2.613M Shares 12,329 Est. Cost $138.57 Unrealized +54.9%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value $2.577M Shares 10,019 Est. Cost $230.24 Unrealized +15.0%
WEC WEC ENERGY GROUP INC 0.6%
Value $2.575M Shares 24,413 Est. Cost $81.30 Unrealized +35.6%
XOM EXXON MOBIL CORP 0.6%
Value $2.553M Shares 21,211 Est. Cost $98.46 Unrealized +17.3%
SNA SNAP ON INC 0.5%
Value $2.462M Shares 7,145 Est. Cost $226.47 Unrealized +50.3%
GSG ISHARES S&P GSCI COMMODITY- 0.5%
Value $2.421M Shares 104,989 Est. Cost $23.06 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value $2.419M Shares 19,711 Est. Cost $71.88 Unrealized +68.2%
MA MASTERCARD INCORPORATED 0.5%
Value $2.385M Shares 4,178 Est. Cost $336.34 Unrealized +66.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $2.381M Shares 58,457 Est. Cost $32.96 Unrealized +22.8%
NFLX NETFLIX INC 0.5%
Value $2.376M Shares 25,338 Est. Cost $96.72 Unrealized +11.5%
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value $2.364M Shares 16,757 Est. Cost $137.80 Unrealized
SPDW SPDR INDEX SHS FDS 0.5%
Value $2.359M Shares 53,117 Est. Cost $33.03 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value $2.278M Shares 13,130 Est. Cost $164.52 Unrealized +3.8%
WSO WATSCO INC 0.4%
Value $2.056M Shares 6,101 Est. Cost $303.40 Unrealized +17.7%
MRK MERCK & CO INC 0.4%
Value $2.016M Shares 19,148 Est. Cost $95.34 Unrealized -2.2%
MAA MID-AMER APT CMNTYS INC 0.4%
Value $2.008M Shares 14,458 Est. Cost $128.16 Unrealized +3.8%
OKE ONEOK INC NEW 0.4%
Value $1.989M Shares 27,057 Est. Cost $57.37 Unrealized +22.8%
ICVT ISHARES TR 0.4%
Value $1.964M Shares 19,940 Est. Cost $98.50 Unrealized
SPYV SPDR SERIES TRUST 0.4%
Value $1.931M Shares 33,992 Est. Cost $46.06 Unrealized
DIS DISNEY WALT CO 0.4%
Value $1.881M Shares 16,530 Est. Cost $95.84 Unrealized +14.3%
BA BOEING CO 0.4%
Value $1.793M Shares 8,260 Est. Cost $182.21 Unrealized +12.9%
APD AIR PRODS & CHEMS INC 0.4%
Value $1.784M Shares 7,222 Est. Cost $258.86 Unrealized -2.8%
REMX VANECK ETF TRUST 0.4%
Value $1.765M Shares 23,875 Est. Cost $72.87 Unrealized
CW CURTISS WRIGHT CORP 0.4%
Value $1.737M Shares 3,151 Est. Cost $225.56 Unrealized +147.2%
JNJ JOHNSON & JOHNSON 0.4%
Value $1.71M Shares 8,261 Est. Cost $152.81 Unrealized +28.9%
SBUX STARBUCKS CORP 0.4%
Value $1.66M Shares 19,708 Est. Cost $92.95 Unrealized -9.6%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value $1.629M Shares 12,484 Est. Cost $131.01 Unrealized +1.7%
MKC MCCORMICK & CO INC 0.4%
Value $1.62M Shares 23,785 Est. Cost $74.16 Unrealized -11.1%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $1.558M Shares 31,373 Est. Cost $49.65 Unrealized
UDN INVESCO DB US DLR INDEX TR 0.3%
Value $1.495M Shares 81,946 Est. Cost $18.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.476M Shares 2,936 Est. Cost $328.12 Unrealized +51.6%
O REALTY INCOME CORP 0.3%
Value $1.472M Shares 26,116 Est. Cost $52.20 Unrealized +9.9%
NOW SERVICENOW INC 0.3%
Value $1.389M Shares 9,069 Est. Cost $149.69 Unrealized +14.6%
STRL STERLING INFRASTRUCTURE INC 0.3%
Value $1.388M Shares 4,532 Est. Cost $130.51 Unrealized +164.0%
FIX COMFORT SYS USA INC 0.3%
Value $1.38M Shares 1,479 Est. Cost $149.05 Unrealized +519.3%
PSLV SPROTT ASSET MANAGEMENT LP 0.3%
Value $1.372M Shares 58,008 Est. Cost $12.27 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value $1.349M Shares 2,381 Est. Cost $523.98 Unrealized +1.6%
CYBERARK SOFTWARE LTD 0.3%
Value $1.316M Shares 2,951 Est. Cost $211.61 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value $1.286M Shares 25,278 Est. Cost $92.23 Unrealized
GLD SPDR GOLD TR 0.3%
Value $1.175M Shares 2,966 Est. Cost $214.34 Unrealized
NVT NVENT ELECTRIC PLC 0.3%
Value $1.157M Shares 11,350 Est. Cost $55.51 Unrealized +86.7%
ETHA ISHARES ETHEREUM TR 0.3%
Value $1.156M Shares 51,555 Est. Cost $22.43 Unrealized
IDXX IDEXX LABS INC 0.2%
Value $1.134M Shares 1,676 Est. Cost $478.19 Unrealized +42.4%
SPMB SPDR SERIES TRUST 0.2%
Value $1.098M Shares 48,992 Est. Cost $21.82 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value $1.084M Shares 14,136 Est. Cost $56.29 Unrealized +27.3%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $1.063M Shares 2,344 Est. Cost $451.69 Unrealized -4.6%
ABT ABBOTT LABS 0.2%
Value $1.061M Shares 8,465 Est. Cost $101.24 Unrealized +25.7%
SHYG ISHARES TR 0.2%
Value $1.058M Shares 24,681 Est. Cost $42.26 Unrealized
REZ ISHARES TR 0.2%
Value $1.052M Shares 12,728 Est. Cost $82.64 Unrealized
MSCI MSCI INC 0.2%
Value $1.044M Shares 1,819 Est. Cost $502.78 Unrealized +11.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value $1.041M Shares 10,321 Est. Cost $118.01 Unrealized -8.1%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $1.038M Shares 10,887 Est. Cost $95.52 Unrealized +2.6%
ZTS ZOETIS INC 0.2%
Value $1.007M Shares 8,004 Est. Cost $162.00 Unrealized -19.6%
ADSK AUTODESK INC 0.2%
Value $995K Shares 3,361 Est. Cost $283.12 Unrealized +6.9%
UL UNILEVER PLC 0.2%
Value $965K Shares 14,753 Est. Cost $65.40 Unrealized
CRM SALESFORCE INC 0.2%
Value $958K Shares 3,616 Est. Cost $290.60 Unrealized -14.6%
RTX RTX CORPORATION 0.2%
Value $956K Shares 5,212 Est. Cost $173.32 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value $951K Shares 6,627 Est. Cost $151.87 Unrealized -3.9%
PEN PENUMBRA INC 0.2%
Value $945K Shares 3,039 Est. Cost $229.17 Unrealized +20.5%
SPSM SPDR SERIES TRUST 0.2%
Value $935K Shares 19,956 Est. Cost $41.89 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.2%
Value $911K Shares 8,312 Est. Cost $78.26 Unrealized +54.1%
AON AON PLC 0.2%
Value $909K Shares 2,576 Est. Cost $357.79 Unrealized -2.4%
MEDP MEDPACE HLDGS INC 0.2%
Value $906K Shares 1,613 Est. Cost $244.25 Unrealized +132.4%
GOVT ISHARES TR 0.2%
Value $895K Shares 38,878 Est. Cost $22.75 Unrealized
AGG ISHARES TR 0.2%
Value $883K Shares 8,843 Est. Cost $98.59 Unrealized
SPTL SPDR SERIES TRUST 0.2%
Value $880K Shares 33,226 Est. Cost $27.76 Unrealized
VMI VALMONT INDS INC 0.2%
Value $879K Shares 2,186 Est. Cost $297.16 Unrealized +36.9%
PG PROCTER AND GAMBLE CO 0.2%
Value $863K Shares 6,020 Est. Cost $142.45 Unrealized +3.3%
CSCO CISCO SYS INC 0.2%
Value $860K Shares 11,158 Est. Cost $42.98 Unrealized +71.7%
IBDU ISHARES TR 0.2%
Value $850K Shares 36,309 Est. Cost $23.40 Unrealized
TIP ISHARES TR 0.2%
Value $848K Shares 7,711 Est. Cost $108.01 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.2%
Value $847K Shares 12,592 Est. Cost $43.25 Unrealized +55.5%
RMBS RAMBUS INC DEL 0.2%
Value $846K Shares 9,204 Est. Cost $59.72 Unrealized +64.8%
IBDS ISHARES TR 0.2%
Value $842K Shares 34,672 Est. Cost $24.30 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value $841K Shares 9,340 Est. Cost $76.75 Unrealized +19.6%
IBDT ISHARES TR 0.2%
Value $841K Shares 33,024 Est. Cost $25.46 Unrealized
ADBE ADOBE INC 0.2%
Value $839K Shares 2,396 Est. Cost $384.28 Unrealized -11.5%
IBDR ISHARES TR 0.2%
Value $837K Shares 34,557 Est. Cost $24.27 Unrealized
IBDV ISHARES TR 0.2%
Value $834K Shares 37,795 Est. Cost $22.07 Unrealized
TLT ISHARES TR 0.2%
Value $829K Shares 9,508 Est. Cost $89.37 Unrealized
ASML ASML HOLDING N V 0.2%
Value $820K Shares 766 Est. Cost $681.33 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value $796K Shares 2,619 Est. Cost $152.62 Unrealized
RGEN REPLIGEN CORP 0.2%
Value $788K Shares 4,810 Est. Cost $149.91 Unrealized +4.5%
PTC PTC INC 0.2%
Value $771K Shares 4,426 Est. Cost $152.25 Unrealized +22.1%
WFC WELLS FARGO CO NEW 0.2%
Value $755K Shares 8,100 Est. Cost $42.84 Unrealized +102.2%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $754K Shares 977 Est. Cost $667.27 Unrealized +1.7%
PODD INSULET CORP 0.2%
Value $739K Shares 2,601 Est. Cost $241.30 Unrealized +29.6%
TSCO TRACTOR SUPPLY CO 0.2%
Value $738K Shares 14,752 Est. Cost $53.41 Unrealized +0.6%
GD GENERAL DYNAMICS CORP 0.2%
Value $727K Shares 2,158 Est. Cost $232.09 Unrealized +46.9%
UFPT UFP TECHNOLOGIES INC 0.2%
Value $710K Shares 3,197 Est. Cost $181.72 Unrealized +17.9%
KRMN KARMAN HLDGS INC 0.2%
Value $700K Shares 9,563 Est. Cost $72.41 Unrealized 0.0%
INTU INTUIT 0.2%
Value $700K Shares 1,056 Est. Cost $710.20 Unrealized -7.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $660K Shares 13,048 Est. Cost $50.69 Unrealized
CWB SPDR SERIES TRUST 0.1%
Value $659K Shares 7,390 Est. Cost $90.50 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value $658K Shares 2,041 Est. Cost $153.61 Unrealized +101.5%
ABNB AIRBNB INC 0.1%
Value $657K Shares 4,842 Est. Cost $106.16 Unrealized +17.3%
EMB ISHARES TR 0.1%
Value $650K Shares 6,750 Est. Cost $95.19 Unrealized
LQD ISHARES TR 0.1%
Value $648K Shares 5,880 Est. Cost $112.98 Unrealized
STE STERIS PLC 0.1%
Value $646K Shares 2,549 Est. Cost $185.76 Unrealized +35.2%
HYG ISHARES TR 0.1%
Value $640K Shares 7,943 Est. Cost $81.19 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $630K Shares 2,867 Est. Cost $210.24 Unrealized +1.1%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value $611K Shares 2,550 Est. Cost $214.93 Unrealized +10.2%
PJT PJT PARTNERS INC 0.1%
Value $610K Shares 3,649 Est. Cost $154.94 Unrealized +10.3%
SNPS SYNOPSYS INC 0.1%
Value $605K Shares 1,289 Est. Cost $565.30 Unrealized -21.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $605K Shares 1,044 Est. Cost $542.16 Unrealized +4.2%
FND FLOOR & DECOR HLDGS INC 0.1%
Value $602K Shares 9,889 Est. Cost $64.82 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value $599K Shares 3,736 Est. Cost $84.30 Unrealized +82.2%
BOOT BOOT BARN HLDGS INC 0.1%
Value $598K Shares 3,388 Est. Cost $172.36 Unrealized +8.2%
ELF E L F BEAUTY INC 0.1%
Value $578K Shares 7,598 Est. Cost $80.12 Unrealized +22.9%
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value $572K Shares 13,480 Est. Cost $44.28 Unrealized -7.7%
HWKN HAWKINS INC 0.1%
Value $572K Shares 4,026 Est. Cost $128.78 Unrealized +14.3%
RRC RANGE RES CORP 0.1%
Value $569K Shares 16,142 Est. Cost $29.73 Unrealized +25.3%
PBH PRESTIGE CONSMR HEALTHCARE I 0.1%
Value $560K Shares 9,083 Est. Cost $63.01 Unrealized -2.9%
CVX CHEVRON CORP NEW 0.1%
Value $553K Shares 3,629 Est. Cost $149.98 Unrealized +0.9%
SYY SYSCO CORP 0.1%
Value $551K Shares 7,471 Est. Cost $73.89 Unrealized +2.2%
CWAN CLEARWATER ANALYTICS HLDGS I 0.1%
Value $540K Shares 22,394 Est. Cost $26.48 Unrealized -24.4%
COO COOPER COS INC 0.1%
Value $523K Shares 6,382 Est. Cost $96.78 Unrealized -22.7%
KNSL KINSALE CAP GROUP INC 0.1%
Value $503K Shares 1,285 Est. Cost $408.28 Unrealized -0.2%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $492K Shares 3,057 Est. Cost $87.70 Unrealized +68.0%
MORN MORNINGSTAR INC 0.1%
Value $488K Shares 2,246 Est. Cost $253.71 Unrealized -14.6%
COP CONOCOPHILLIPS 0.1%
Value $481K Shares 5,137 Est. Cost $98.09 Unrealized -8.2%
AVY AVERY DENNISON CORP 0.1%
Value $475K Shares 2,610 Est. Cost $173.94 Unrealized -0.9%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $473K Shares 3,174 Est. Cost $114.10 Unrealized +18.9%
SHEL SHELL PLC 0.1%
Value $465K Shares 6,327 Est. Cost $62.87 Unrealized
NVS NOVARTIS AG 0.1%
Value $461K Shares 3,344 Est. Cost $108.15 Unrealized
BMI BADGER METER INC 0.1%
Value $460K Shares 2,639 Est. Cost $215.31 Unrealized -16.5%
SCHW SCHWAB CHARLES CORP 0.1%
Value $457K Shares 4,576 Est. Cost $77.88 Unrealized +21.6%
CVLT COMMVAULT SYS INC 0.1%
Value $457K Shares 3,646 Est. Cost $145.79 Unrealized -3.5%
UNP UNION PAC CORP 0.1%
Value $457K Shares 1,975 Est. Cost $231.03 Unrealized -1.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value $456K Shares 5,580 Est. Cost $93.52 Unrealized -3.7%
ENTG ENTEGRIS INC 0.1%
Value $441K Shares 5,237 Est. Cost $83.01 Unrealized +4.5%
KO COCA COLA CO 0.1%
Value $438K Shares 6,264 Est. Cost $56.84 Unrealized +22.1%
CDW CDW CORP 0.1%
Value $438K Shares 3,215 Est. Cost $187.13 Unrealized -21.4%
TRNO TERRENO RLTY CORP 0.1%
Value $427K Shares 7,278 Est. Cost $59.41 Unrealized
CSGP COSTAR GROUP INC 0.1%
Value $427K Shares 6,349 Est. Cost $75.60 Unrealized -6.3%
AXP AMERICAN EXPRESS CO 0.1%
Value $420K Shares 1,136 Est. Cost $185.10 Unrealized +92.9%
ENB ENBRIDGE INC 0.1%
Value $407K Shares 8,513 Est. Cost $32.23 Unrealized +46.2%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value $407K Shares 6,443 Est. Cost $43.39 Unrealized
SPSC SPS COMM INC 0.1%
Value $405K Shares 4,541 Est. Cost $140.16 Unrealized -33.8%
CME CME GROUP INC 0.1%
Value $403K Shares 1,476 Est. Cost $198.67 Unrealized +36.3%
BDX BECTON DICKINSON & CO 0.1%
Value $401K Shares 2,065 Est. Cost $209.41 Unrealized -9.5%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $400K Shares 2,358 Est. Cost $47.75 Unrealized +251.5%
COST COSTCO WHSL CORP NEW 0.1%
Value $392K Shares 454 Est. Cost $961.90 Unrealized -5.8%
PFE PFIZER INC 0.1%
Value $388K Shares 15,597 Est. Cost $29.93 Unrealized -16.4%
SEIC SEI INVTS CO 0.1%
Value $386K Shares 4,708 Est. Cost $80.29 Unrealized +1.8%
BN BROOKFIELD CORP 0.1%
Value $380K Shares 8,288 Est. Cost $25.31 Unrealized +80.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $379K Shares 3,823 Est. Cost $124.69 Unrealized -25.6%
PAYC PAYCOM SOFTWARE INC 0.1%
Value $379K Shares 2,378 Est. Cost $203.12 Unrealized -12.9%
APH AMPHENOL CORP NEW 0.1%
Value $371K Shares 2,748 Est. Cost $83.85 Unrealized +59.3%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value $371K Shares 2,579 Est. Cost $122.39 Unrealized +25.7%
BAC BANK AMERICA CORP 0.1%
Value $371K Shares 6,741 Est. Cost $31.77 Unrealized +65.8%
OXY OCCIDENTAL PETE CORP 0.1%
Value $363K Shares 8,817 Est. Cost $52.12 Unrealized -20.3%
USB US BANCORP DEL 0.1%
Value $356K Shares 6,663 Est. Cost $37.29 Unrealized +30.7%
SPSB SPDR SERIES TRUST 0.1%
Value $350K Shares 11,595 Est. Cost $29.69 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $349K Shares 2,978 Est. Cost $88.00 Unrealized +38.1%
POOL POOL CORP 0.1%
Value $341K Shares 1,491 Est. Cost $319.81 Unrealized -18.9%
IRM IRON MTN INC DEL 0.1%
Value $339K Shares 4,086 Est. Cost $94.72 Unrealized -2.0%
YUM YUM BRANDS INC 0.1%
Value $339K Shares 2,238 Est. Cost $143.07 Unrealized +3.2%
DE DEERE & CO 0.1%
Value $334K Shares 718 Est. Cost $485.86 Unrealized -3.7%
VGT VANGUARD WORLD FD 0.1%
Value $322K Shares 427 Est. Cost $753.78 Unrealized
ILMN ILLUMINA INC 0.1%
Value $314K Shares 2,396 Est. Cost $84.70 Unrealized +38.6%
SLYG SPDR SERIES TRUST 0.1%
Value $310K Shares 3,291 Est. Cost $82.18 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $310K Shares 1,674 Est. Cost $151.57 Unrealized +18.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value $304K Shares 628 Est. Cost $435.86 Unrealized +9.2%
CVS CVS HEALTH CORP 0.1%
Value $304K Shares 3,825 Est. Cost $72.01 Unrealized +9.3%
T AT&T INC 0.1%
Value $295K Shares 11,878 Est. Cost $15.61 Unrealized +62.0%
CMCSA COMCAST CORP NEW 0.1%
Value $293K Shares 9,808 Est. Cost $33.89 Unrealized -15.8%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $290K Shares 1,631 Est. Cost $167.82 Unrealized +7.9%
DUOL DUOLINGO INC 0.1%
Value $287K Shares 1,633 Est. Cost $343.21 Unrealized -31.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $284K Shares 2,465 Est. Cost $79.38 Unrealized +48.3%
TJX TJX COS INC NEW 0.1%
Value $274K Shares 1,783 Est. Cost $133.41 Unrealized +10.7%
XYZ BLOCK INC 0.1%
Value $268K Shares 4,115 Est. Cost $61.43 Unrealized +12.3%
MDLZ MONDELEZ INTL INC 0.1%
Value $265K Shares 4,918 Est. Cost $64.34 Unrealized -11.3%
GIS GENERAL MLS INC 0.1%
Value $264K Shares 5,681 Est. Cost $61.66 Unrealized -23.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $263K Shares 797 Est. Cost $477.93 Unrealized -29.4%
AMGN AMGEN INC 0.1%
Value $261K Shares 798 Est. Cost $288.58 Unrealized +9.5%
WDAY WORKDAY INC 0.1%
Value $252K Shares 1,174 Est. Cost $218.13 Unrealized +4.2%
JAAA JANUS DETROIT STR TR 0.1%
Value $249K Shares 4,927 Est. Cost $50.72 Unrealized
EME EMCOR GROUP INC 0.1%
Value $249K Shares 407 Est. Cost $165.24 Unrealized +291.8%
FDS FACTSET RESH SYS INC 0.1%
Value $246K Shares 846 Est. Cost $411.80 Unrealized -32.0%
WMT WALMART INC 0.1%
Value $245K Shares 2,196 Est. Cost $99.23 Unrealized +8.0%
NKE NIKE INC 0.1%
Value $245K Shares 3,840 Est. Cost $88.78 Unrealized -26.9%
ICLR ICON PLC 0.1%
Value $243K Shares 1,332 Est. Cost $199.53 Unrealized -10.8%
PYPL PAYPAL HLDGS INC 0.1%
Value $236K Shares 4,039 Est. Cost $74.49 Unrealized -13.0%
SAP SAP SE 0.0%
Value $227K Shares 935 Est. Cost $121.53 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $226K Shares 332 Est. Cost $617.85 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value $225K Shares 3,498 Est. Cost $56.91 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $222K Shares 402 Est. Cost $330.95 Unrealized +66.1%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $221K Shares 9,485 Est. Cost $10.08 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $214K Shares 236 Est. Cost $378.19 Unrealized +154.0%
MAIN MAIN STR CAP CORP 0.0%
Value $211K Shares 3,500 Est. Cost $58.96 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.0%
Value $210K Shares 4,254 Est. Cost $49.46 Unrealized
DEO DIAGEO PLC 0.0%
Value $205K Shares 2,375 Est. Cost $141.54 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $205K Shares 696 Est. Cost $271.37 Unrealized +6.3%
STWD STARWOOD PPTY TR INC 0.0%
Value $202K Shares 11,212 Est. Cost $19.25 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $200K Shares 702 Est. Cost $229.35 Unrealized 0.0%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value $191K Shares 17,859 Est. Cost $12.05 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value $187K Shares 11,763 Est. Cost $11.33 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value $154K Shares 10,813 Est. Cost $11.24 Unrealized
TIGR UP FINTECH HLDG LTD 0.0%
Value $120K Shares 12,598 Est. Cost $6.53 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value $115K Shares 10,539 Est. Cost $10.90 Unrealized
VNET VNET GROUP INC 0.0%
Value $114K Shares 13,437 Est. Cost $8.23 Unrealized
AEG AEGON LTD 0.0%
Value $79,922 Shares 10,366 Est. Cost $5.93 Unrealized