GW HENSSLER & ASSOCIATES LTD Diversified Active

Location: Kennesaw, GA

CIK: 0001080369 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $2.123B (100.0% shares, 0.0% debt)

Holdings (232)

BUFD FIRST TR EXCHNG TRADED FD VI 5.3%
Value $112M Shares 4,013,056 Est. Cost $19.71 Unrealized
AVDE AMERICAN CENTY ETF TR 4.0%
Value $85.45M Shares 1,007,149 Est. Cost $83.27 Unrealized
AAPL APPLE INC 3.9%
Value $83.84M Shares 330,340 Est. Cost $104.88 Unrealized +150.6%
GOOGL ALPHABET INC 2.6%
Value $56.08M Shares 195,034 Est. Cost $109.44 Unrealized +195.4%
MSFT MICROSOFT CORP 2.4%
Value $50.53M Shares 136,503 Est. Cost $194.38 Unrealized +123.6%
NVDA NVIDIA CORPORATION 2.1%
Value $45.3M Shares 259,725 Est. Cost $150.50 Unrealized +24.0%
FMDE FIDELITY COVINGTON TRUST 2.0%
Value $42.42M Shares 1,179,653 Est. Cost $36.22 Unrealized
AEP AMERICAN ELEC PWR CO INC 1.9%
Value $39.56M Shares 301,809 Est. Cost $78.15 Unrealized +54.2%
SRE SEMPRA 1.7%
Value $35.03M Shares 360,533 Est. Cost $65.89 Unrealized +35.9%
AMZN AMAZON COM INC 1.6%
Value $33.8M Shares 162,266 Est. Cost $147.79 Unrealized +53.5%
SO SOUTHERN CO 1.6%
Value $33.14M Shares 343,371 Est. Cost $41.08 Unrealized +117.9%
ANET ARISTA NETWORKS INC 1.5%
Value $32.74M Shares 266,669 Est. Cost $100.31 Unrealized +34.6%
GRPM INVESCO EXCHANGE TRADED FD T 1.5%
Value $32.53M Shares 275,176 Est. Cost $119.32 Unrealized
EVRG EVERGY INC 1.5%
Value $31.34M Shares 382,547 Est. Cost $54.28 Unrealized +42.3%
TFC TRUIST FINL CORP 1.4%
Value $29.67M Shares 645,903 Est. Cost $40.24 Unrealized +27.1%
TRV TRAVELERS COMPANIES INC 1.4%
Value $29.35M Shares 100,625 Est. Cost $80.37 Unrealized +259.0%
TTE TOTALENERGIES SE 1.3%
Value $28.16M Shares 309,479 Est. Cost $63.23 Unrealized +13.1%
AVEM AMERICAN CENTY ETF TR 1.3%
Value $27.91M Shares 346,311 Est. Cost $78.37 Unrealized
FITB FIFTH THIRD BANCORP 1.3%
Value $27.73M Shares 596,763 Est. Cost $41.04 Unrealized +24.9%
AEM AGNICO EAGLE MINES LTD 1.3%
Value $27.13M Shares 133,634 Est. Cost $63.55 Unrealized +224.2%
SDVY FIRST TR EXCHANGE TRADED FD 1.3%
Value $27.02M Shares 685,207 Est. Cost $38.60 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value $25.56M Shares 150,662 Est. Cost $52.23 Unrealized +165.6%
ALL ALLSTATE CORP 1.2%
Value $25.17M Shares 121,411 Est. Cost $107.51 Unrealized +88.8%
QUAL ISHARES TR 1.2%
Value $25.01M Shares 130,394 Est. Cost $133.17 Unrealized
HAS HASBRO INC 1.2%
Value $24.86M Shares 265,620 Est. Cost $61.22 Unrealized +51.4%
META META PLATFORMS INC 1.2%
Value $24.69M Shares 43,153 Est. Cost $285.02 Unrealized +130.0%
ICE INTERCONTINENTAL EXCHANGE IN 1.2%
Value $24.59M Shares 156,357 Est. Cost $58.36 Unrealized +182.7%
KO COCA COLA CO 1.1%
Value $23.96M Shares 315,078 Est. Cost $42.82 Unrealized +74.6%
ETR ENTERGY CORP NEW 1.1%
Value $23.04M Shares 205,026 Est. Cost $68.70 Unrealized +41.7%
WMT WALMART INC 1.1%
Value $22.91M Shares 184,373 Est. Cost $44.12 Unrealized +176.6%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value $22.64M Shares 451,027 Est. Cost $37.14 Unrealized +18.0%
V VISA INC 1.1%
Value $22.59M Shares 74,739 Est. Cost $80.77 Unrealized +307.5%
SCHW SCHWAB CHARLES CORP 1.0%
Value $22.21M Shares 236,327 Est. Cost $51.42 Unrealized +94.7%
DVY ISHARES TR 1.0%
Value $21.94M Shares 144,903 Est. Cost $124.26 Unrealized
MRK MERCK & CO INC 1.0%
Value $21.78M Shares 181,047 Est. Cost $66.95 Unrealized +70.7%
D DOMINION ENERGY INC 1.0%
Value $21.07M Shares 340,761 Est. Cost $52.79 Unrealized +16.7%
MO ALTRIA GROUP INC 1.0%
Value $20.28M Shares 307,369 Est. Cost $32.83 Unrealized +92.0%
PFG PRINCIPAL FINANCIAL GROUP IN 1.0%
Value $20.18M Shares 223,926 Est. Cost $52.93 Unrealized +75.0%
AMGN AMGEN INC 0.9%
Value $20.04M Shares 56,962 Est. Cost $176.62 Unrealized +98.0%
IDXX IDEXX LABS INC 0.9%
Value $19.56M Shares 34,816 Est. Cost $441.53 Unrealized +51.8%
USB US BANCORP 0.9%
Value $19.25M Shares 370,111 Est. Cost $44.05 Unrealized +28.6%
NVS NOVARTIS AG 0.9%
Value $19.17M Shares 125,512 Est. Cost $83.93 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.9%
Value $18.8M Shares 143,529 Est. Cost $97.71 Unrealized +43.1%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value $18.8M Shares 38,239 Est. Cost $325.25 Unrealized +76.7%
REGN REGENERON PHARMACEUTICALS 0.9%
Value $18.49M Shares 23,930 Est. Cost $421.22 Unrealized +82.6%
PEG PUBLIC SVC ENTERPRISE GROUP 0.9%
Value $18.3M Shares 226,100 Est. Cost $31.46 Unrealized +159.2%
MELI MERCADOLIBRE INC 0.8%
Value $17.84M Shares 10,319 Est. Cost $2087.51 Unrealized -1.0%
PM PHILIP MORRIS INTL INC 0.8%
Value $17.75M Shares 107,376 Est. Cost $66.04 Unrealized +166.4%
ABNB AIRBNB INC 0.8%
Value $17.23M Shares 136,431 Est. Cost $132.30 Unrealized -2.2%
ASML ASML HLDG NV 0.8%
Value $17.14M Shares 12,976 Est. Cost $818.82 Unrealized
NKE NIKE INC 0.8%
Value $16.76M Shares 317,368 Est. Cost $68.45 Unrealized -6.5%
OSK OSHKOSH CORP 0.8%
Value $16.25M Shares 110,382 Est. Cost $95.81 Unrealized +64.9%
AMT AMERICAN TOWER CORP 0.8%
Value $16.21M Shares 93,931 Est. Cost $168.57 Unrealized +3.7%
MS MORGAN STANLEY 0.7%
Value $15.72M Shares 95,538 Est. Cost $120.96 Unrealized +48.5%
QCOM QUALCOMM INC 0.7%
Value $15.71M Shares 121,995 Est. Cost $54.09 Unrealized +184.5%
BTI BRITISH AMERN TOB PLC 0.7%
Value $15.57M Shares 266,290 Est. Cost $33.05 Unrealized
EMR EMERSON ELEC CO 0.7%
Value $15.57M Shares 118,802 Est. Cost $87.57 Unrealized +69.5%
VYM VANGUARD WHITEHALL FDS 0.7%
Value $15.11M Shares 102,033 Est. Cost $111.34 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value $14.67M Shares 33,581 Est. Cost $274.77 Unrealized
MCD MCDONALDS CORP 0.7%
Value $14.35M Shares 46,182 Est. Cost $94.48 Unrealized +235.8%
VAW VANGUARD WORLD FD 0.7%
Value $14.18M Shares 62,938 Est. Cost $194.83 Unrealized
ADI ANALOG DEVICES INC 0.7%
Value $14.06M Shares 44,201 Est. Cost $219.09 Unrealized +44.3%
EME EMCOR GROUP INC 0.6%
Value $13.58M Shares 18,390 Est. Cost $372.63 Unrealized +95.0%
CRM SALESFORCE INC 0.6%
Value $13.45M Shares 72,046 Est. Cost $253.89 Unrealized -15.0%
AVGO BROADCOM INC 0.6%
Value $13.45M Shares 43,441 Est. Cost $334.17 Unrealized 0.0%
SBUX STARBUCKS CORP 0.6%
Value $12.88M Shares 143,727 Est. Cost $85.17 Unrealized +9.9%
LAZ LAZARD INC 0.6%
Value $12.54M Shares 295,243 Est. Cost $41.99 Unrealized +25.3%
MTCH MATCH GROUP INC NEW 0.6%
Value $12.54M Shares 408,213 Est. Cost $29.59 Unrealized +6.1%
QXO QXO INC 0.6%
Value $12.46M Shares 641,457 Est. Cost $21.03 Unrealized +14.8%
OKE ONEOK INC NEW 0.6%
Value $12.35M Shares 136,647 Est. Cost $89.05 Unrealized -11.8%
URA GLOBAL X FDS 0.6%
Value $12.07M Shares 249,320 Est. Cost $23.21 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value $11.96M Shares 40,645 Est. Cost $250.91 Unrealized +24.1%
KR KROGER CO 0.6%
Value $11.81M Shares 163,202 Est. Cost $62.67 Unrealized +3.1%
WCN WASTE CONNECTIONS INC 0.6%
Value $11.78M Shares 72,522 Est. Cost $178.89 Unrealized -6.4%
ADSK AUTODESK INC 0.5%
Value $11.29M Shares 47,164 Est. Cost $283.07 Unrealized -10.4%
LMT LOCKHEED MARTIN CORP 0.5%
Value $11.13M Shares 18,412 Est. Cost $262.51 Unrealized +128.9%
HD HOME DEPOT INC 0.5%
Value $11.01M Shares 33,464 Est. Cost $189.57 Unrealized +98.9%
HSY HERSHEY CO 0.5%
Value $10.95M Shares 52,664 Est. Cost $176.37 Unrealized +16.1%
GGG GRACO INC 0.5%
Value $10.63M Shares 125,534 Est. Cost $80.98 Unrealized +10.1%
IAT ISHARES TR 0.5%
Value $10.27M Shares 190,835 Est. Cost $52.56 Unrealized
SFM SPROUTS FMRS MKT INC 0.5%
Value $10.1M Shares 130,970 Est. Cost $83.69 Unrealized -13.5%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value $9.957M Shares 46,297 Est. Cost $157.89 Unrealized
DOX AMDOCS LTD 0.5%
Value $9.775M Shares 149,782 Est. Cost $81.11 Unrealized -5.0%
IPAR INTERPARFUMS INC 0.5%
Value $9.749M Shares 107,318 Est. Cost $113.88 Unrealized -15.6%
MDT MEDTRONIC PLC 0.5%
Value $9.742M Shares 112,425 Est. Cost $99.51 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value $9.217M Shares 20,640 Est. Cost $479.24 Unrealized -2.4%
PYPL PAYPAL HLDGS INC 0.4%
Value $8.356M Shares 184,750 Est. Cost $59.67 Unrealized -16.1%
SCHG SCHWAB STRATEGIC TR 0.4%
Value $7.453M Shares 255,846 Est. Cost $32.37 Unrealized
AMCR AMCOR PLC 0.3%
Value $7.38M Shares 185,652 Est. Cost $45.83 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value $7.14M Shares 116,548 Est. Cost $40.79 Unrealized
GARP ISHARES TR 0.3%
Value $6.367M Shares 99,535 Est. Cost $66.46 Unrealized
DYNF BLACKROCK ETF TRUST 0.3%
Value $6.168M Shares 106,016 Est. Cost $55.14 Unrealized
VRSK VERISK ANALYTICS INC 0.3%
Value $5.933M Shares 31,266 Est. Cost $254.48 Unrealized -19.9%
VOO VANGUARD INDEX FDS 0.2%
Value $5.283M Shares 8,841 Est. Cost $613.02 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $3.627M Shares 5,577 Est. Cost $588.86 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value $3.406M Shares 140,336 Est. Cost $36.38 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value $3.189M Shares 124,393 Est. Cost $33.19 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value $2.929M Shares 20,198 Est. Cost $140.75 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $2.73M Shares 10,488 Est. Cost $49.85 Unrealized +448.1%
THRO BLACKROCK ETF TRUST 0.1%
Value $2.592M Shares 71,558 Est. Cost $35.85 Unrealized
IVV ISHARES TR 0.1%
Value $2.553M Shares 3,908 Est. Cost $542.99 Unrealized
IJH ISHARES TR 0.1%
Value $2.538M Shares 37,587 Est. Cost $102.10 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $1.976M Shares 8,094 Est. Cost $39.07 Unrealized +372.7%
GOOG ALPHABET INC 0.1%
Value $1.895M Shares 6,605 Est. Cost $109.66 Unrealized +195.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.814M Shares 3,785 Est. Cost $340.28 Unrealized +45.0%
SCHV SCHWAB STRATEGIC TR 0.1%
Value $1.655M Shares 54,252 Est. Cost $34.00 Unrealized
AFL AFLAC INC 0.1%
Value $1.502M Shares 13,690 Est. Cost $64.68 Unrealized +72.0%
PEP PEPSICO INC 0.1%
Value $1.4M Shares 9,015 Est. Cost $61.68 Unrealized +150.9%
UMH UMH PPTYS INC 0.1%
Value $1.391M Shares 96,368 Est. Cost $15.64 Unrealized
IWF ISHARES TR 0.1%
Value $1.369M Shares 3,210 Est. Cost $328.32 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $1.263M Shares 3,937 Est. Cost $267.30 Unrealized
SQQQ PROSHARES TR 0.1%
Value $1.246M Shares 15,478 Est. Cost $70.57 Unrealized
GLD SPDR GOLD TR 0.1%
Value $1.178M Shares 2,738 Est. Cost $200.62 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $1.159M Shares 1,163 Est. Cost $552.60 Unrealized +74.4%
WM WASTE MGMT INC DEL 0.0%
Value $1.059M Shares 4,610 Est. Cost $158.27 Unrealized +42.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value $897K Shares 6,852 Est. Cost $110.06 Unrealized +9.8%
CVX CHEVRON CORPORATION 0.0%
Value $834K Shares 4,031 Est. Cost $79.41 Unrealized +116.4%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $819K Shares 21,073 Est. Cost $35.15 Unrealized
LLY ELI LILLY & CO 0.0%
Value $812K Shares 883 Est. Cost $434.24 Unrealized +141.1%
IJJ ISHARES TR 0.0%
Value $752K Shares 5,676 Est. Cost $105.37 Unrealized
AGG ISHARES TR 0.0%
Value $739K Shares 7,444 Est. Cost $101.27 Unrealized
ILCG ISHARES TR 0.0%
Value $733K Shares 7,677 Est. Cost $88.73 Unrealized
PSX PHILLIPS 66 0.0%
Value $725K Shares 3,977 Est. Cost $53.13 Unrealized +176.9%
SHEL SHELL PLC 0.0%
Value $724K Shares 7,781 Est. Cost $54.93 Unrealized
EFX EQUIFAX INC 0.0%
Value $683K Shares 3,794 Est. Cost $251.16 Unrealized -18.6%
MCK MCKESSON CORP 0.0%
Value $678K Shares 784 Est. Cost $628.02 Unrealized +39.4%
IJR ISHARES TR 0.0%
Value $663K Shares 5,332 Est. Cost $115.13 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $649K Shares 1,298 Est. Cost $435.68 Unrealized +23.7%
USMV ISHARES TR 0.0%
Value $638K Shares 6,881 Est. Cost $63.14 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $627K Shares 6,715 Est. Cost $36.01 Unrealized +163.3%
DGRW WISDOMTREE TR 0.0%
Value $607K Shares 6,910 Est. Cost $41.22 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $602K Shares 2,096 Est. Cost $252.30 Unrealized +18.2%
ACHR ARCHER AVIATION INC 0.0%
Value $597K Shares 115,450 Est. Cost $7.78 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value $592K Shares 2,422 Est. Cost $150.59 Unrealized +51.3%
CAT CATERPILLAR INC 0.0%
Value $579K Shares 817 Est. Cost $296.96 Unrealized +130.5%
PG PROCTER & GAMBLE CO 0.0%
Value $540K Shares 3,741 Est. Cost $68.80 Unrealized +120.6%
XCEM COLUMBIA ETF TR II 0.0%
Value $501K Shares 12,287 Est. Cost $26.70 Unrealized
EFA ISHARES TR 0.0%
Value $494K Shares 5,086 Est. Cost $95.54 Unrealized
IJS ISHARES TR 0.0%
Value $488K Shares 4,118 Est. Cost $95.13 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $477K Shares 4,513 Est. Cost $118.53 Unrealized +12.6%
DIS DISNEY WALT CO 0.0%
Value $451K Shares 4,681 Est. Cost $77.34 Unrealized +41.5%
NNN NNN REIT INC 0.0%
Value $434K Shares 10,333 Est. Cost $42.30 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $426K Shares 718 Est. Cost $337.58 Unrealized +42.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $421K Shares 1,735 Est. Cost $134.35 Unrealized +111.3%
ORCL ORACLE CORP 0.0%
Value $414K Shares 2,817 Est. Cost $31.13 Unrealized +444.8%
DAL DELTA AIR LINES INC 0.0%
Value $394K Shares 5,919 Est. Cost $56.83 Unrealized +22.9%
MATX MATSON INC 0.0%
Value $390K Shares 2,380 Est. Cost $106.17 Unrealized +44.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $388K Shares 2,650 Est. Cost $122.67 Unrealized +25.7%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $381K Shares 2,129 Est. Cost $171.19 Unrealized +25.2%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $379K Shares 12,353 Est. Cost $55.73 Unrealized
MMM 3M CO 0.0%
Value $372K Shares 2,560 Est. Cost $99.14 Unrealized +65.4%
QQQ INVESCO QQQ TR 0.0%
Value $371K Shares 643 Est. Cost $498.26 Unrealized
NXT NEXTPOWER INC 0.0%
Value $368K Shares 3,049 Est. Cost $64.43 Unrealized +68.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $367K Shares 900 Est. Cost $345.31 Unrealized
PFE PFIZER INC 0.0%
Value $366K Shares 13,050 Est. Cost $24.83 Unrealized +5.4%
BDX BECTON DICKINSON & CO 0.0%
Value $360K Shares 2,291 Est. Cost $223.48 Unrealized -24.9%
ABBV ABBVIE INC 0.0%
Value $358K Shares 1,646 Est. Cost $142.73 Unrealized +55.9%
T AT&T INC 0.0%
Value $355K Shares 12,250 Est. Cost $26.90 Unrealized -4.3%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $347K Shares 1,808 Est. Cost $181.74 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $340K Shares 33,016 Est. Cost $9.96 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $329K Shares 1,982 Est. Cost $116.46 Unrealized +55.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $322K Shares 1,191 Est. Cost $137.26 Unrealized +124.9%
NEE NEXTERA ENERGY INC 0.0%
Value $321K Shares 3,457 Est. Cost $73.53 Unrealized +18.5%
ED CONSOLIDATED EDISON INC 0.0%
Value $318K Shares 2,810 Est. Cost $84.45 Unrealized +24.7%
ROST ROSS STORES INC 0.0%
Value $318K Shares 1,466 Est. Cost $142.18 Unrealized +35.3%
AMAT APPLIED MATLS INC 0.0%
Value $311K Shares 909 Est. Cost $239.49 Unrealized +36.4%
CVS CVS HEALTH CORP 0.0%
Value $310K Shares 4,320 Est. Cost $59.53 Unrealized +31.0%
BAC BANK AMERICA CORP 0.0%
Value $307K Shares 6,289 Est. Cost $43.75 Unrealized +22.7%
LSTR LANDSTAR SYS INC 0.0%
Value $305K Shares 1,901 Est. Cost $125.08 Unrealized
FLR FLUOR CORP 0.0%
Value $300K Shares 6,428 Est. Cost $46.02 Unrealized +1.7%
MLI MUELLER INDS INC 0.0%
Value $300K Shares 2,704 Est. Cost $76.74 Unrealized +62.1%
LOW LOWES COS INC 0.0%
Value $299K Shares 1,266 Est. Cost $242.97 Unrealized +11.7%
XLB SELECT SECTOR SPDR TR 0.0%
Value $297K Shares 5,937 Est. Cost $41.74 Unrealized
BRC BRADY CORP 0.0%
Value $296K Shares 3,642 Est. Cost $73.45 Unrealized +19.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value $295K Shares 901 Est. Cost $151.70 Unrealized +118.1%
ABT ABBOTT LABORATORIES 0.0%
Value $289K Shares 2,816 Est. Cost $119.27 Unrealized -3.2%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $282K Shares 949 Est. Cost $242.27 Unrealized +18.2%
ENB ENBRIDGE INC 0.0%
Value $277K Shares 5,113 Est. Cost $46.15 Unrealized +5.2%
NVO NOVO-NORDISK A S 0.0%
Value $274K Shares 7,450 Est. Cost $101.46 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value $273K Shares 1,556 Est. Cost $128.86 Unrealized 0.0%
TEX TEREX CORP NEW 0.0%
Value $273K Shares 4,616 Est. Cost $62.32 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value $273K Shares 3,025 Est. Cost $137.38 Unrealized -26.3%
AVY AVERY DENNISON CORP 0.0%
Value $269K Shares 1,555 Est. Cost $170.74 Unrealized +10.8%
AOS SMITH A O CORP 0.0%
Value $259K Shares 3,927 Est. Cost $70.57 Unrealized +5.0%
TTC TORO CO 0.0%
Value $259K Shares 2,768 Est. Cost $76.45 Unrealized +21.8%
GSK GSK PLC 0.0%
Value $257K Shares 4,662 Est. Cost $43.16 Unrealized
AXS AXIS CAP HLDGS LTD 0.0%
Value $257K Shares 2,536 Est. Cost $97.00 Unrealized +6.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $255K Shares 2,760 Est. Cost $90.00 Unrealized +5.5%
OTTR OTTER TAIL CORP 0.0%
Value $253K Shares 2,883 Est. Cost $79.82 Unrealized +7.6%
EQNR EQUINOR ASA 0.0%
Value $252K Shares 5,963 Est. Cost $42.20 Unrealized
YUM YUM BRANDS INC 0.0%
Value $250K Shares 1,608 Est. Cost $114.06 Unrealized +38.0%
SPYM SPDR SERIES TRUST 0.0%
Value $248K Shares 3,243 Est. Cost $78.33 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $247K Shares 11,000 Est. Cost $23.92 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value $247K Shares 4,473 Est. Cost $49.17 Unrealized +14.2%
IWM ISHARES TR 0.0%
Value $244K Shares 985 Est. Cost $215.79 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $236K Shares 1,748 Est. Cost $127.57 Unrealized +7.2%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value $233K Shares 18,324 Est. Cost $15.22 Unrealized -10.7%
TOTL SSGA ACTIVE ETF TR 0.0%
Value $231K Shares 5,811 Est. Cost $40.30 Unrealized
O REALTY INCOME CORP 0.0%
Value $228K Shares 3,728 Est. Cost $57.31 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $227K Shares 2,881 Est. Cost $76.24 Unrealized +1.3%
PR PERMIAN RESOURCES CORP 0.0%
Value $226K Shares 10,612 Est. Cost $13.68 Unrealized +15.3%
ADC AGREE RLTY CORP 0.0%
Value $226K Shares 3,000 Est. Cost $75.38 Unrealized
ALKS ALKERMES PLC 0.0%
Value $225K Shares 6,370 Est. Cost $32.34 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value $224K Shares 1,142 Est. Cost $201.33 Unrealized +3.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $223K Shares 1,193 Est. Cost $169.36 Unrealized +8.6%
GOLF ACUSHNET HLDGS CORP 0.0%
Value $220K Shares 2,354 Est. Cost $95.18 Unrealized 0.0%
JD JD.COM INC 0.0%
Value $218K Shares 7,370 Est. Cost $34.98 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value $217K Shares 2,306 Est. Cost $83.57 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value $217K Shares 1,923 Est. Cost $127.80 Unrealized -9.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $216K Shares 1,040 Est. Cost $193.21 Unrealized +16.4%
OGE OGE ENERGY CORP 0.0%
Value $216K Shares 4,506 Est. Cost $44.45 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value $216K Shares 2,159 Est. Cost $108.23 Unrealized +1.2%
SIG SIGNET JEWELERS LIMITED 0.0%
Value $215K Shares 2,543 Est. Cost $85.60 Unrealized +8.1%
WPC WP CAREY INC 0.0%
Value $215K Shares 3,166 Est. Cost $62.30 Unrealized
TSLA TESLA INC 0.0%
Value $214K Shares 576 Est. Cost $359.34 Unrealized +18.5%
JLL JONES LANG LASALLE INC 0.0%
Value $213K Shares 700 Est. Cost $313.44 Unrealized +7.2%
YUMC YUM CHINA HLDGS INC 0.0%
Value $213K Shares 4,364 Est. Cost $45.81 Unrealized +12.5%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $211K Shares 750 Est. Cost $272.00 Unrealized 0.0%
BKH BLACK HILLS CORP 0.0%
Value $209K Shares 3,018 Est. Cost $66.47 Unrealized +8.2%
CFR CULLEN FROST BANKERS INC 0.0%
Value $207K Shares 1,512 Est. Cost $140.06 Unrealized 0.0%
OVV OVINTIV INC 0.0%
Value $207K Shares 3,481 Est. Cost $43.67 Unrealized 0.0%
WS WORTHINGTON STL INC 0.0%
Value $207K Shares 6,807 Est. Cost $32.01 Unrealized +29.5%
YETI YETI HLDGS INC 0.0%
Value $205K Shares 5,610 Est. Cost $35.03 Unrealized +35.4%
EXPE EXPEDIA GROUP INC 0.0%
Value $205K Shares 886 Est. Cost $246.88 Unrealized +2.7%
GE GE AEROSPACE 0.0%
Value $204K Shares 720 Est. Cost $272.69 Unrealized +16.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $204K Shares 299 Est. Cost $673.66 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value $202K Shares 667 Est. Cost $281.52 Unrealized +26.5%
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value $194K Shares 19,392 Est. Cost $9.00 Unrealized +19.2%
INMD INMODE LTD 0.0%
Value $184K Shares 13,435 Est. Cost $14.62 Unrealized +0.7%
NOK NOKIA CORP 0.0%
Value $183K Shares 22,720 Est. Cost $4.81 Unrealized
CXM SPRINKLR INC 0.0%
Value $106K Shares 17,667 Est. Cost $8.70 Unrealized -26.6%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value $59,891 Shares 13,550 Est. Cost $4.80 Unrealized +13.3%