JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC Diversified Active

Location: Ammon, ID

CIK: 0002122180 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Apr 29, 2026

Total Value: $487M (100.0% shares, 0.0% debt)

Holdings (248)

SPYG SPDR SERIES TRUST 7.5%
Value $36.39M Shares 341,080 Est. Cost $106.70 Unrealized
NVDA NVIDIA CORPORATION 5.4%
Value $26.29M Shares 140,948 Est. Cost $186.13 Unrealized 0.0%
TSLA TESLA INC 3.4%
Value $16.47M Shares 36,628 Est. Cost $443.29 Unrealized 0.0%
MSFT MICROSOFT CORP 3.3%
Value $16.31M Shares 33,724 Est. Cost $500.58 Unrealized 0.0%
AMZN AMAZON COM INC 3.3%
Value $15.94M Shares 69,044 Est. Cost $228.79 Unrealized 0.0%
META META PLATFORMS INC 2.8%
Value $13.79M Shares 20,888 Est. Cost $667.32 Unrealized 0.0%
BIL SPDR SERIES TRUST 2.5%
Value $12.22M Shares 133,764 Est. Cost $91.38 Unrealized
GOOGL ALPHABET INC 2.5%
Value $11.94M Shares 38,160 Est. Cost $285.60 Unrealized 0.0%
V VISA INC 2.4%
Value $11.78M Shares 33,600 Est. Cost $340.38 Unrealized 0.0%
ORCL ORACLE CORP 2.2%
Value $10.81M Shares 55,460 Est. Cost $238.05 Unrealized 0.0%
GOOG ALPHABET INC 2.1%
Value $10.34M Shares 32,952 Est. Cost $286.33 Unrealized 0.0%
NFLX NETFLIX INC 2.0%
Value $9.884M Shares 105,420 Est. Cost $107.81 Unrealized 0.0%
BA BOEING CO 1.8%
Value $8.657M Shares 39,872 Est. Cost $205.66 Unrealized 0.0%
SHOP SHOPIFY INC 1.5%
Value $7.403M Shares 45,988 Est. Cost $160.56 Unrealized 0.0%
QCOM QUALCOMM INC 1.1%
Value $5.323M Shares 31,120 Est. Cost $170.79 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 1.0%
Value $4.879M Shares 63,632 Est. Cost $71.65 Unrealized 0.0%
DIS DISNEY WALT CO 1.0%
Value $4.782M Shares 42,036 Est. Cost $109.53 Unrealized 0.0%
AAPL APPLE INC 1.0%
Value $4.707M Shares 17,312 Est. Cost $268.34 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $4.603M Shares 113,016 Est. Cost $40.48 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.9%
Value $4.485M Shares 9,892 Est. Cost $431.03 Unrealized 0.0%
CRM SALESFORCE INC 0.9%
Value $4.467M Shares 16,864 Est. Cost $248.17 Unrealized 0.0%
ADSK AUTODESK INC 0.9%
Value $4.418M Shares 14,928 Est. Cost $302.56 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.9%
Value $4.205M Shares 34,256 Est. Cost $120.88 Unrealized 0.0%
MDT MEDTRONIC PLC 0.8%
Value $4.05M Shares 42,160 Est. Cost $97.14 Unrealized 0.0%
MRK MERCK & CO INC 0.8%
Value $4.048M Shares 38,460 Est. Cost $93.24 Unrealized 0.0%
MCD MCDONALDS CORP 0.8%
Value $3.801M Shares 12,440 Est. Cost $305.09 Unrealized 0.0%
ABBV ABBVIE INC 0.8%
Value $3.801M Shares 16,636 Est. Cost $227.54 Unrealized 0.0%
AVGO BROADCOM INC 0.7%
Value $3.516M Shares 10,156 Est. Cost $357.00 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.7%
Value $3.44M Shares 16,624 Est. Cost $197.01 Unrealized 0.0%
LLY ELI LILLY & CO 0.7%
Value $3.371M Shares 3,136 Est. Cost $955.55 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.7%
Value $3.349M Shares 4,340 Est. Cost $678.68 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value $3.198M Shares 10,792 Est. Cost $298.78 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value $3.16M Shares 26,264 Est. Cost $115.49 Unrealized 0.0%
RTX RTX CORPORATION 0.6%
Value $3.146M Shares 17,156 Est. Cost $173.32 Unrealized 0.0%
CSCO CISCO SYS INC 0.6%
Value $3.113M Shares 40,412 Est. Cost $73.79 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.6%
Value $3.11M Shares 5,492 Est. Cost $532.37 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.6%
Value $3.062M Shares 11,412 Est. Cost $254.06 Unrealized 0.0%
HD HOME DEPOT INC 0.6%
Value $3.041M Shares 8,840 Est. Cost $364.59 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.6%
Value $2.988M Shares 5,236 Est. Cost $558.95 Unrealized 0.0%
BALT INNOVATOR ETFS TRUST 0.6%
Value $2.981M Shares 88,944 Est. Cost $33.51 Unrealized
SBUX STARBUCKS CORP 0.6%
Value $2.911M Shares 34,572 Est. Cost $84.06 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value $2.862M Shares 11,128 Est. Cost $264.83 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.6%
Value $2.813M Shares 11,384 Est. Cost $251.65 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.6%
Value $2.798M Shares 17,440 Est. Cost $153.57 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.5%
Value $2.588M Shares 50,860 Est. Cost $50.88 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value $2.536M Shares 14,616 Est. Cost $170.73 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.5%
Value $2.471M Shares 26,512 Est. Cost $86.63 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 0.5%
Value $2.459M Shares 15,213 Est. Cost $154.95 Unrealized 0.0%
EALT INNOVATOR ETFS TRUST 0.5%
Value $2.387M Shares 67,648 Est. Cost $35.29 Unrealized
CVS CVS HEALTH CORP 0.5%
Value $2.28M Shares 28,728 Est. Cost $78.67 Unrealized 0.0%
BAC BANK AMERICA CORP 0.5%
Value $2.255M Shares 40,992 Est. Cost $52.67 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.5%
Value $2.212M Shares 10,437 Est. Cost $214.59 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $2.192M Shares 3,784 Est. Cost $565.16 Unrealized 0.0%
OKE ONEOK INC NEW 0.4%
Value $2.175M Shares 29,584 Est. Cost $70.46 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.4%
Value $2.159M Shares 20,472 Est. Cost $110.27 Unrealized 0.0%
COP CONOCOPHILLIPS 0.4%
Value $2.159M Shares 23,060 Est. Cost $90.02 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value $2.098M Shares 14,080 Est. Cost $135.64 Unrealized 0.0%
ENB ENBRIDGE INC 0.4%
Value $2.094M Shares 43,780 Est. Cost $47.11 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.4%
Value $2.091M Shares 20,928 Est. Cost $94.74 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.4%
Value $2.082M Shares 5,628 Est. Cost $356.97 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value $2.077M Shares 14,476 Est. Cost $145.91 Unrealized 0.0%
SNA SNAP ON INC 0.4%
Value $2.074M Shares 6,018 Est. Cost $340.47 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.4%
Value $2.073M Shares 12,228 Est. Cost $167.85 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.4%
Value $2.026M Shares 49,272 Est. Cost $41.55 Unrealized 0.0%
SPYV SPDR SERIES TRUST 0.4%
Value $1.995M Shares 35,116 Est. Cost $56.81 Unrealized
BDX BECTON DICKINSON & CO 0.4%
Value $1.953M Shares 10,064 Est. Cost $189.55 Unrealized 0.0%
CME CME GROUP INC 0.4%
Value $1.949M Shares 7,136 Est. Cost $270.74 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value $1.939M Shares 27,732 Est. Cost $69.40 Unrealized 0.0%
NVS NOVARTIS AG 0.4%
Value $1.938M Shares 14,056 Est. Cost $137.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $1.908M Shares 3,796 Est. Cost $497.53 Unrealized 0.0%
BN BROOKFIELD CORP 0.4%
Value $1.832M Shares 39,932 Est. Cost $45.55 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.4%
Value $1.828M Shares 15,592 Est. Cost $121.57 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.4%
Value $1.817M Shares 13,083 Est. Cost $133.00 Unrealized 0.0%
UNP UNION PAC CORP 0.4%
Value $1.773M Shares 7,668 Est. Cost $227.32 Unrealized 0.0%
WSO WATSCO INC 0.4%
Value $1.734M Shares 5,145 Est. Cost $357.07 Unrealized 0.0%
SEIC SEI INVTS CO 0.4%
Value $1.732M Shares 21,116 Est. Cost $81.71 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.4%
Value $1.711M Shares 9,244 Est. Cost $179.99 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value $1.61M Shares 5,000 Est. Cost $309.53 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.3%
Value $1.534M Shares 6,984 Est. Cost $212.55 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value $1.526M Shares 13,232 Est. Cost $117.70 Unrealized 0.0%
YUM YUM BRANDS INC 0.3%
Value $1.499M Shares 9,912 Est. Cost $147.67 Unrealized 0.0%
DE DEERE & CO 0.3%
Value $1.474M Shares 3,164 Est. Cost $467.69 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value $1.474M Shares 9,620 Est. Cost $171.54 Unrealized 0.0%
GIS GENERAL MLS INC 0.3%
Value $1.463M Shares 31,468 Est. Cost $47.46 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.3%
Value $1.462M Shares 48,908 Est. Cost $28.53 Unrealized 0.0%
SPDW SPDR INDEX SHS FDS 0.3%
Value $1.421M Shares 32,000 Est. Cost $44.41 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value $1.407M Shares 9,820 Est. Cost $147.17 Unrealized 0.0%
ILMN ILLUMINA INC 0.3%
Value $1.361M Shares 10,376 Est. Cost $117.40 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value $1.341M Shares 10,275 Est. Cost $133.18 Unrealized 0.0%
ABT ABBOTT LABS 0.3%
Value $1.331M Shares 10,628 Est. Cost $127.30 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.3%
Value $1.283M Shares 8,420 Est. Cost $151.40 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.3%
Value $1.277M Shares 18,750 Est. Cost $65.92 Unrealized 0.0%
PJAN INNOVATOR ETFS TRUST 0.3%
Value $1.275M Shares 27,112 Est. Cost $47.02 Unrealized
PJUL INNOVATOR ETFS TRUST 0.3%
Value $1.273M Shares 27,428 Est. Cost $46.43 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value $1.27M Shares 28,908 Est. Cost $43.92 Unrealized
PAPR INNOVATOR ETFS TRUST 0.3%
Value $1.263M Shares 32,292 Est. Cost $39.12 Unrealized
IDXX IDEXX LABS INC 0.3%
Value $1.261M Shares 1,864 Est. Cost $681.02 Unrealized 0.0%
LOW LOWES COS INC 0.3%
Value $1.248M Shares 5,176 Est. Cost $239.83 Unrealized 0.0%
WDAY WORKDAY INC 0.3%
Value $1.223M Shares 5,696 Est. Cost $227.21 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value $1.206M Shares 43,968 Est. Cost $27.43 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.186M Shares 2,452 Est. Cost $476.18 Unrealized 0.0%
XYZ BLOCK INC 0.2%
Value $1.176M Shares 18,064 Est. Cost $68.98 Unrealized 0.0%
NKE NIKE INC 0.2%
Value $1.11M Shares 17,424 Est. Cost $64.91 Unrealized 0.0%
O REALTY INCOME CORP 0.2%
Value $1.092M Shares 19,365 Est. Cost $57.36 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.2%
Value $1.058M Shares 3,648 Est. Cost $280.03 Unrealized 0.0%
SHYG ISHARES TR 0.2%
Value $1.054M Shares 24,576 Est. Cost $42.87 Unrealized
WMT WALMART INC 0.2%
Value $1.014M Shares 9,100 Est. Cost $107.20 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.2%
Value $971K Shares 16,636 Est. Cost $64.84 Unrealized 0.0%
ABNB AIRBNB INC 0.2%
Value $947K Shares 6,976 Est. Cost $124.53 Unrealized 0.0%
MSCI MSCI INC 0.2%
Value $909K Shares 1,584 Est. Cost $559.99 Unrealized 0.0%
ZTS ZOETIS INC 0.2%
Value $895K Shares 7,112 Est. Cost $130.26 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.2%
Value $891K Shares 19,044 Est. Cost $46.81 Unrealized
GOVT ISHARES TR 0.2%
Value $867K Shares 37,672 Est. Cost $23.02 Unrealized
GLD SPDR GOLD TR 0.2%
Value $863K Shares 2,178 Est. Cost $396.31 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value $855K Shares 16,840 Est. Cost $43.31 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value $846K Shares 2,416 Est. Cost $340.09 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value $836K Shares 8,283 Est. Cost $108.41 Unrealized 0.0%
BAR GRANITESHARES GOLD TR 0.2%
Value $828K Shares 19,492 Est. Cost $42.49 Unrealized
SPMB SPDR SERIES TRUST 0.2%
Value $826K Shares 36,852 Est. Cost $22.42 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value $819K Shares 4,660 Est. Cost $180.30 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value $812K Shares 4,572 Est. Cost $166.47 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value $799K Shares 9,536 Est. Cost $83.74 Unrealized
WMB WILLIAMS COS INC 0.2%
Value $769K Shares 12,796 Est. Cost $60.06 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value $751K Shares 6,440 Est. Cost $103.64 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.2%
Value $747K Shares 2,908 Est. Cost $239.49 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value $715K Shares 1,296 Est. Cost $557.64 Unrealized 0.0%
INTU INTUIT 0.1%
Value $705K Shares 1,064 Est. Cost $660.69 Unrealized 0.0%
SLYG SPDR SERIES TRUST 0.1%
Value $697K Shares 7,400 Est. Cost $94.19 Unrealized
AON AON PLC 0.1%
Value $687K Shares 1,948 Est. Cost $349.16 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $670K Shares 3,772 Est. Cost $181.03 Unrealized 0.0%
CI THE CIGNA GROUP 0.1%
Value $666K Shares 2,420 Est. Cost $279.23 Unrealized 0.0%
SPTL SPDR SERIES TRUST 0.1%
Value $646K Shares 24,420 Est. Cost $26.47 Unrealized
UJUL INNOVATOR ETFS TRUST 0.1%
Value $605K Shares 15,612 Est. Cost $38.75 Unrealized
EPAM EPAM SYS INC 0.1%
Value $605K Shares 2,952 Est. Cost $178.28 Unrealized 0.0%
UJAN INNOVATOR ETFS TRUST 0.1%
Value $601K Shares 13,900 Est. Cost $43.26 Unrealized
UOCT INNOVATOR ETFS TRUST 0.1%
Value $600K Shares 15,368 Est. Cost $39.04 Unrealized
UAPR INNOVATOR ETFS TRUST 0.1%
Value $598K Shares 18,256 Est. Cost $32.77 Unrealized
GLW CORNING INC 0.1%
Value $586K Shares 6,692 Est. Cost $85.98 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value $566K Shares 921 Est. Cost $614.31 Unrealized
CAT CATERPILLAR INC 0.1%
Value $564K Shares 984 Est. Cost $555.50 Unrealized 0.0%
UL UNILEVER PLC 0.1%
Value $554K Shares 8,472 Est. Cost $65.40 Unrealized
SNPS SYNOPSYS INC 0.1%
Value $552K Shares 1,176 Est. Cost $444.23 Unrealized 0.0%
HAWX ISHARES TR 0.1%
Value $551K Shares 13,960 Est. Cost $39.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $535K Shares 9,924 Est. Cost $47.53 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value $532K Shares 1,580 Est. Cost $340.86 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value $506K Shares 12,231 Est. Cost $34.79 Unrealized 0.0%
PCG PG&E CORP 0.1%
Value $498K Shares 30,999 Est. Cost $15.92 Unrealized 0.0%
AES AES CORP 0.1%
Value $498K Shares 34,716 Est. Cost $14.03 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value $482K Shares 3,564 Est. Cost $133.54 Unrealized 0.0%
PEN PENUMBRA INC 0.1%
Value $468K Shares 1,506 Est. Cost $276.19 Unrealized 0.0%
EME EMCOR GROUP INC 0.1%
Value $466K Shares 762 Est. Cost $647.50 Unrealized 0.0%
SPSM SPDR SERIES TRUST 0.1%
Value $465K Shares 9,916 Est. Cost $46.87 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $461K Shares 3,345 Est. Cost $136.84 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value $456K Shares 11,364 Est. Cost $42.03 Unrealized 0.0%
FTI TECHNIPFMC PLC 0.1%
Value $455K Shares 10,212 Est. Cost $42.20 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.1%
Value $451K Shares 2,268 Est. Cost $202.09 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value $450K Shares 6,120 Est. Cost $73.47 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $442K Shares 5,412 Est. Cost $90.05 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.1%
Value $440K Shares 4,314 Est. Cost $103.61 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value $437K Shares 408 Est. Cost $1069.86 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value $430K Shares 1,404 Est. Cost $344.54 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.1%
Value $430K Shares 9,000 Est. Cost $45.81 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value $424K Shares 7,952 Est. Cost $48.72 Unrealized 0.0%
CSX CSX CORP 0.1%
Value $424K Shares 11,704 Est. Cost $35.70 Unrealized 0.0%
B BARRICK MNG CORP 0.1%
Value $423K Shares 9,720 Est. Cost $37.42 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.1%
Value $417K Shares 3,801 Est. Cost $120.58 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value $414K Shares 480 Est. Cost $905.73 Unrealized 0.0%
T AT&T INC 0.1%
Value $410K Shares 16,520 Est. Cost $25.29 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.1%
Value $403K Shares 729 Est. Cost $549.62 Unrealized 0.0%
IEF ISHARES TR 0.1%
Value $403K Shares 4,188 Est. Cost $96.17 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value $401K Shares 4,689 Est. Cost $79.68 Unrealized 0.0%
SPSB SPDR SERIES TRUST 0.1%
Value $398K Shares 13,184 Est. Cost $30.19 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $396K Shares 4,149 Est. Cost $98.04 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.1%
Value $389K Shares 417 Est. Cost $922.99 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $388K Shares 3,912 Est. Cost $92.75 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value $380K Shares 3,692 Est. Cost $112.38 Unrealized 0.0%
TPR TAPESTRY INC 0.1%
Value $378K Shares 2,955 Est. Cost $114.03 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value $371K Shares 543 Est. Cost $683.11 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $367K Shares 405 Est. Cost $960.73 Unrealized 0.0%
CNC CENTENE CORP DEL 0.1%
Value $365K Shares 8,868 Est. Cost $37.43 Unrealized 0.0%
PWR QUANTA SVCS INC 0.1%
Value $365K Shares 864 Est. Cost $439.27 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $359K Shares 1,676 Est. Cost $224.60 Unrealized 0.0%
XDSQ INNOVATOR ETFS TRUST 0.1%
Value $348K Shares 8,370 Est. Cost $41.62 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.1%
Value $341K Shares 5,064 Est. Cost $67.27 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value $338K Shares 13,596 Est. Cost $25.03 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value $337K Shares 2,196 Est. Cost $147.70 Unrealized 0.0%
CR CRANE COMPANY 0.1%
Value $336K Shares 1,824 Est. Cost $185.35 Unrealized 0.0%
ROST ROSS STORES INC 0.1%
Value $333K Shares 1,848 Est. Cost $166.60 Unrealized 0.0%
NET CLOUDFLARE INC 0.1%
Value $332K Shares 1,683 Est. Cost $211.53 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.1%
Value $330K Shares 2,052 Est. Cost $160.93 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value $328K Shares 1,064 Est. Cost $300.80 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value $323K Shares 1,984 Est. Cost $168.83 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value $317K Shares 669 Est. Cost $473.92 Unrealized
MET METLIFE INC 0.1%
Value $311K Shares 3,933 Est. Cost $78.93 Unrealized 0.0%
IDCC INTERDIGITAL INC 0.1%
Value $311K Shares 975 Est. Cost $353.55 Unrealized 0.0%
VIK VIKING HOLDINGS LTD 0.1%
Value $308K Shares 4,317 Est. Cost $63.81 Unrealized 0.0%
PJT PJT PARTNERS INC 0.1%
Value $306K Shares 1,830 Est. Cost $170.86 Unrealized 0.0%
RMBS RAMBUS INC DEL 0.1%
Value $304K Shares 3,312 Est. Cost $98.40 Unrealized 0.0%
USHY ISHARES TR 0.1%
Value $300K Shares 8,013 Est. Cost $37.39 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value $298K Shares 1,482 Est. Cost $221.19 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $291K Shares 1,056 Est. Cost $258.92 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.1%
Value $290K Shares 4,314 Est. Cost $70.84 Unrealized 0.0%
GRMN GARMIN LTD 0.1%
Value $287K Shares 1,416 Est. Cost $216.69 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value $283K Shares 10,284 Est. Cost $26.91 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value $282K Shares 2,120 Est. Cost $132.37 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value $279K Shares 52 Est. Cost $5137.84 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.1%
Value $277K Shares 1,740 Est. Cost $176.93 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $276K Shares 836 Est. Cost $337.21 Unrealized 0.0%
XDQQ INNOVATOR ETFS TRUST 0.1%
Value $274K Shares 6,924 Est. Cost $39.54 Unrealized
RGEN REPLIGEN CORP 0.1%
Value $270K Shares 1,650 Est. Cost $156.63 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value $270K Shares 5,020 Est. Cost $57.06 Unrealized 0.0%
APG API GROUP CORP 0.1%
Value $266K Shares 6,960 Est. Cost $36.98 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value $264K Shares 1,623 Est. Cost $186.40 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC 0.1%
Value $263K Shares 1,491 Est. Cost $186.56 Unrealized 0.0%
APP APPLOVIN CORP 0.1%
Value $259K Shares 384 Est. Cost $630.10 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $256K Shares 1,593 Est. Cost $147.32 Unrealized 0.0%
GLDM WORLD GOLD TR 0.1%
Value $255K Shares 2,991 Est. Cost $85.37 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value $251K Shares 630 Est. Cost $442.56 Unrealized 0.0%
AEIS ADVANCED ENERGY INDS 0.1%
Value $249K Shares 1,191 Est. Cost $203.45 Unrealized 0.0%
PSTG PURE STORAGE INC 0.1%
Value $248K Shares 3,699 Est. Cost $83.54 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.1%
Value $246K Shares 1,413 Est. Cost $183.13 Unrealized 0.0%
CYBERARK SOFTWARE LTD 0.1%
Value $244K Shares 546 Est. Cost $446.06 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value $243K Shares 2,292 Est. Cost $115.70 Unrealized 0.0%
STIP ISHARES TR 0.0%
Value $242K Shares 2,358 Est. Cost $102.43 Unrealized
DDOG DATADOG INC 0.0%
Value $239K Shares 1,755 Est. Cost $158.02 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value $239K Shares 456 Est. Cost $494.21 Unrealized 0.0%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $238K Shares 3,772 Est. Cost $63.19 Unrealized
HEI HEICO CORP NEW 0.0%
Value $238K Shares 735 Est. Cost $315.99 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $238K Shares 2,787 Est. Cost $82.07 Unrealized 0.0%
UFPT UFP TECHNOLOGIES INC 0.0%
Value $234K Shares 1,053 Est. Cost $214.25 Unrealized 0.0%
NVMI NOVA LTD 0.0%
Value $231K Shares 702 Est. Cost $321.49 Unrealized 0.0%
PRIM PRIMORIS SVCS CORP 0.0%
Value $230K Shares 1,851 Est. Cost $130.57 Unrealized 0.0%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value $228K Shares 3,468 Est. Cost $65.88 Unrealized
MDB MONGODB INC 0.0%
Value $228K Shares 543 Est. Cost $363.83 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value $225K Shares 2,808 Est. Cost $82.50 Unrealized 0.0%
FENI FIDELITY COVINGTON TRUST 0.0%
Value $225K Shares 6,142 Est. Cost $36.58 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value $224K Shares 5,176 Est. Cost $43.25 Unrealized
CAVA CAVA GROUP INC 0.0%
Value $222K Shares 3,786 Est. Cost $55.77 Unrealized 0.0%
XHLF BONDBLOXX ETF TRUST 0.0%
Value $216K Shares 4,308 Est. Cost $50.24 Unrealized
NEM NEWMONT CORP 0.0%
Value $215K Shares 2,152 Est. Cost $90.20 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value $210K Shares 4,851 Est. Cost $46.61 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value $208K Shares 8,019 Est. Cost $28.79 Unrealized 0.0%
CVLT COMMVAULT SYS INC 0.0%
Value $207K Shares 1,650 Est. Cost $140.69 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value $206K Shares 1,503 Est. Cost $136.94 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $205K Shares 1,428 Est. Cost $153.78 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value $203K Shares 120 Est. Cost $1721.38 Unrealized 0.0%
MOG/A MOOG INC 0.0%
Value $202K Shares 831 Est. Cost $219.17 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value $202K Shares 700 Est. Cost $288.62 Unrealized 0.0%