HOLDERNESS INVESTMENTS CO Diversified Active

CIK: 0001184820 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 11, 2025

Total Value ($000): $453,431 (100.0% shares, 0.0% debt)

Holdings (255)

AAPL APPLE INC 6.8%
Value ($000) $31,059 Shares 124,028 Est. Cost $112.93 Unrealized +107.7%
MSFT MICROSOFT CORP 6.5%
Value ($000) $29,697 Shares 70,456 Est. Cost $124.86 Unrealized +238.3%
NVDA NVIDIA CORPORATION 5.2%
Value ($000) $23,679 Shares 176,325 Est. Cost $92.71 Unrealized +48.6%
AMZN AMAZON COM INC 3.5%
Value ($000) $16,022 Shares 73,028 Est. Cost $123.18 Unrealized +66.1%
QQQ INVESCO QQQ TR 3.0%
Value ($000) $13,389 Shares 26,190 Est. Cost $385.24 Unrealized
AMAT APPLIED MATLS INC 2.4%
Value ($000) $10,726 Shares 65,951 Est. Cost $21.45 Unrealized +735.2%
AVGO BROADCOM INC 2.0%
Value ($000) $8,936 Shares 38,543 Est. Cost $148.20 Unrealized +23.4%
ORCL ORACLE CORP 1.8%
Value ($000) $8,345 Shares 50,081 Est. Cost $64.69 Unrealized +171.9%
GOOGL ALPHABET INC 1.8%
Value ($000) $8,048 Shares 42,514 Est. Cost $112.17 Unrealized +55.2%
HD HOME DEPOT INC 1.5%
Value ($000) $6,701 Shares 17,226 Est. Cost $102.30 Unrealized +288.3%
JPM JPMORGAN CHASE & CO. 1.5%
Value ($000) $6,689 Shares 27,903 Est. Cost $102.27 Unrealized +123.0%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $6,476 Shares 29,457 Est. Cost $128.36 Unrealized +68.5%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $6,344 Shares 6,924 Est. Cost $541.63 Unrealized +70.3%
CAT CATERPILLAR INC 1.3%
Value ($000) $5,858 Shares 16,149 Est. Cost $149.07 Unrealized +156.1%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $5,156 Shares 47,929 Est. Cost $67.45 Unrealized +66.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $5,099 Shares 10,080 Est. Cost $149.03 Unrealized +271.0%
CSCO CISCO SYS INC 1.1%
Value ($000) $5,052 Shares 85,337 Est. Cost $27.26 Unrealized +103.2%
IGV ISHARES TR 1.1%
Value ($000) $4,978 Shares 49,724 Est. Cost $149.59 Unrealized
BX BLACKSTONE INC 1.0%
Value ($000) $4,678 Shares 27,130 Est. Cost $41.11 Unrealized +310.6%
CRUS CIRRUS LOGIC INC 1.0%
Value ($000) $4,650 Shares 46,698 Est. Cost $21.77 Unrealized +404.8%
MRK MERCK & CO INC 1.0%
Value ($000) $4,500 Shares 45,230 Est. Cost $61.37 Unrealized +60.8%
IRM IRON MTN INC DEL 1.0%
Value ($000) $4,425 Shares 42,097 Est. Cost $30.91 Unrealized +264.9%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $4,397 Shares 40,811 Est. Cost $56.94 Unrealized +91.1%
ETN EATON CORP PLC 0.9%
Value ($000) $4,285 Shares 12,911 Est. Cost $69.61 Unrealized +398.7%
ABBV ABBVIE INC 0.9%
Value ($000) $4,244 Shares 23,884 Est. Cost $55.88 Unrealized +217.5%
VBK VANGUARD INDEX FDS 0.9%
Value ($000) $4,235 Shares 15,121 Est. Cost $241.77 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,965 Shares 23,652 Est. Cost $86.17 Unrealized +92.3%
MCD MCDONALDS CORP 0.8%
Value ($000) $3,811 Shares 13,147 Est. Cost $145.65 Unrealized +99.3%
GOOG ALPHABET INC 0.8%
Value ($000) $3,809 Shares 20,001 Est. Cost $113.09 Unrealized +55.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $3,760 Shares 8,296 Est. Cost $231.66 Unrealized +99.3%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $3,560 Shares 24,578 Est. Cost $112.56 Unrealized +29.3%
WMT WALMART INC 0.8%
Value ($000) $3,535 Shares 39,125 Est. Cost $53.39 Unrealized +60.7%
META META PLATFORMS INC 0.7%
Value ($000) $3,272 Shares 5,589 Est. Cost $222.36 Unrealized +163.0%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,264 Shares 81,615 Est. Cost $31.33 Unrealized +25.7%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $3,227 Shares 6,128 Est. Cost $138.07 Unrealized +272.8%
BAC BANK AMERICA CORP 0.7%
Value ($000) $3,184 Shares 72,435 Est. Cost $18.02 Unrealized +137.7%
LOW LOWES COS INC 0.7%
Value ($000) $3,167 Shares 12,834 Est. Cost $95.30 Unrealized +174.4%
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,995 Shares 13,261 Est. Cost $70.36 Unrealized +189.4%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,958 Shares 5,047 Est. Cost $449.66 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,720 Shares 18,811 Est. Cost $102.96 Unrealized +45.3%
PFE PFIZER INC 0.6%
Value ($000) $2,631 Shares 99,170 Est. Cost $24.37 Unrealized +3.1%
TFC TRUIST FINL CORP 0.6%
Value ($000) $2,596 Shares 59,840 Est. Cost $35.94 Unrealized +17.8%
V VISA INC 0.6%
Value ($000) $2,580 Shares 8,163 Est. Cost $141.66 Unrealized +110.6%
SO SOUTHERN CO 0.6%
Value ($000) $2,548 Shares 30,951 Est. Cost $45.82 Unrealized +84.5%
TJX TJX COS INC NEW 0.6%
Value ($000) $2,525 Shares 20,903 Est. Cost $87.27 Unrealized +34.9%
KO COCA COLA CO 0.5%
Value ($000) $2,491 Shares 40,017 Est. Cost $39.69 Unrealized +58.9%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,419 Shares 42,770 Est. Cost $43.17 Unrealized +21.8%
MCK MCKESSON CORP 0.5%
Value ($000) $2,405 Shares 4,221 Est. Cost $186.67 Unrealized +198.5%
RTX RTX CORPORATION 0.5%
Value ($000) $2,306 Shares 19,929 Est. Cost $88.26 Unrealized +34.0%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $2,300 Shares 7,750 Est. Cost $160.40 Unrealized +76.8%
FDX FEDEX CORP 0.5%
Value ($000) $2,266 Shares 8,055 Est. Cost $202.73 Unrealized +34.0%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,187 Shares 22,586 Est. Cost $72.66 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,093 Shares 90,314 Est. Cost $35.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $2,067 Shares 4,254 Est. Cost $292.13 Unrealized +80.5%
DELL DELL TECHNOLOGIES INC 0.4%
Value ($000) $2,038 Shares 17,689 Est. Cost $70.72 Unrealized +74.1%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,034 Shares 89,603 Est. Cost $34.56 Unrealized
KLAC KLA CORP 0.4%
Value ($000) $2,016 Shares 3,200 Est. Cost $88.14 Unrealized +659.1%
AMGN AMGEN INC 0.4%
Value ($000) $1,988 Shares 7,626 Est. Cost $185.21 Unrealized +54.4%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,977 Shares 39,244 Est. Cost $50.26 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $1,975 Shares 28,930 Est. Cost $37.28 Unrealized +99.6%
GLW CORNING INC 0.4%
Value ($000) $1,843 Shares 38,779 Est. Cost $16.93 Unrealized +173.8%
LLY ELI LILLY & CO 0.4%
Value ($000) $1,793 Shares 2,322 Est. Cost $540.41 Unrealized +51.9%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,722 Shares 5,066 Est. Cost $352.23 Unrealized +4.9%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $1,704 Shares 343 Est. Cost $1997.36 Unrealized +138.5%
TGT TARGET CORP 0.4%
Value ($000) $1,686 Shares 12,472 Est. Cost $113.03 Unrealized +20.9%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,680 Shares 7,319 Est. Cost $126.59 Unrealized +92.7%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,665 Shares 23,710 Est. Cost $38.71 Unrealized +72.2%
LEN LENNAR CORP 0.4%
Value ($000) $1,657 Shares 12,154 Est. Cost $116.88 Unrealized +36.7%
PEP PEPSICO INC 0.4%
Value ($000) $1,654 Shares 10,875 Est. Cost $88.99 Unrealized +75.9%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,645 Shares 4,568 Est. Cost $160.58 Unrealized +128.1%
VRIG INVESCO ACTIVELY MANAGED EXC 0.4%
Value ($000) $1,618 Shares 64,420 Est. Cost $24.73 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,459 Shares 72,765 Est. Cost $29.96 Unrealized -24.8%
BA BOEING CO 0.3%
Value ($000) $1,459 Shares 8,242 Est. Cost $137.24 Unrealized +14.4%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $1,448 Shares 16,839 Est. Cost $101.52 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,415 Shares 3,830 Est. Cost $93.73 Unrealized +319.9%
FCNCA FIRST CTZNS BANCSHARES INC N 0.3%
Value ($000) $1,348 Shares 638 Est. Cost $575.64 Unrealized +262.3%
T AT&T INC 0.3%
Value ($000) $1,332 Shares 58,497 Est. Cost $14.18 Unrealized +51.7%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,321 Shares 5,211 Est. Cost $117.99 Unrealized +118.1%
IDU ISHARES TR 0.3%
Value ($000) $1,301 Shares 13,523 Est. Cost $103.77 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1,300 Shares 17,185 Est. Cost $101.40 Unrealized -24.6%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,294 Shares 46,683 Est. Cost $41.82 Unrealized
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $1,265 Shares 5,888 Est. Cost $171.83 Unrealized +18.2%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $1,226 Shares 9,611 Est. Cost $99.12 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,157 Shares 44,760 Est. Cost $38.90 Unrealized
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $1,156 Shares 21,480 Est. Cost $32.22 Unrealized +59.3%
LH LABCORP HOLDINGS INC 0.3%
Value ($000) $1,137 Shares 4,957 Est. Cost $200.61 Unrealized +12.9%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,134 Shares 6,049 Est. Cost $37.35 Unrealized +417.1%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $1,111 Shares 56,722 Est. Cost $11.86 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,090 Shares 1,223 Est. Cost $27.31 Unrealized +201.4%
DOW DOW INC 0.2%
Value ($000) $1,090 Shares 27,157 Est. Cost $36.11 Unrealized +18.9%
NVS NOVARTIS AG 0.2%
Value ($000) $1,071 Shares 11,006 Est. Cost $91.24 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $1,068 Shares 14,012 Est. Cost $27.68 Unrealized +22.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,067 Shares 8,830 Est. Cost $138.01 Unrealized +4.3%
DE DEERE & CO 0.2%
Value ($000) $1,045 Shares 2,466 Est. Cost $131.27 Unrealized +215.4%
ENB ENBRIDGE INC 0.2%
Value ($000) $1,040 Shares 24,514 Est. Cost $25.65 Unrealized +52.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,039 Shares 27,685 Est. Cost $28.50 Unrealized +40.3%
NUE NUCOR CORP 0.2%
Value ($000) $1,035 Shares 8,870 Est. Cost $154.14 Unrealized -8.6%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $1,022 Shares 3,400 Est. Cost $57.27 Unrealized +407.6%
ACM AECOM 0.2%
Value ($000) $1,017 Shares 9,521 Est. Cost $83.01 Unrealized +29.9%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,005 Shares 5,371 Est. Cost $41.23 Unrealized +383.1%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,002 Shares 3,592 Est. Cost $148.98 Unrealized +82.3%
EME EMCOR GROUP INC 0.2%
Value ($000) $982 Shares 2,163 Est. Cost $332.97 Unrealized +41.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $971 Shares 10,507 Est. Cost $56.06 Unrealized +55.2%
QRVO QORVO INC 0.2%
Value ($000) $967 Shares 13,826 Est. Cost $83.96 Unrealized -4.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $953 Shares 7,688 Est. Cost $48.65 Unrealized +144.6%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $944 Shares 10,341 Est. Cost $57.82 Unrealized +68.3%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $920 Shares 1,961 Est. Cost $176.65 Unrealized +179.1%
VMC VULCAN MATLS CO 0.2%
Value ($000) $901 Shares 3,503 Est. Cost $208.58 Unrealized +27.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $894 Shares 9,016 Est. Cost $70.40 Unrealized +45.3%
MAS MASCO CORP 0.2%
Value ($000) $892 Shares 12,285 Est. Cost $56.03 Unrealized +40.0%
CTAS CINTAS CORP 0.2%
Value ($000) $888 Shares 4,860 Est. Cost $176.08 Unrealized +18.3%
CRM SALESFORCE INC 0.2%
Value ($000) $884 Shares 2,644 Est. Cost $229.63 Unrealized +37.9%
MMM 3M CO 0.2%
Value ($000) $842 Shares 6,520 Est. Cost $105.71 Unrealized +21.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $834 Shares 1,457 Est. Cost $256.75 Unrealized +112.2%
GIS GENERAL MLS INC 0.2%
Value ($000) $806 Shares 12,634 Est. Cost $45.08 Unrealized +42.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $792 Shares 5,153 Est. Cost $64.70 Unrealized +146.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $791 Shares 3,001 Est. Cost $138.57 Unrealized +103.5%
LIN LINDE PLC 0.2%
Value ($000) $788 Shares 1,882 Est. Cost $325.49 Unrealized +37.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $784 Shares 10,935 Est. Cost $57.34 Unrealized +30.9%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $783 Shares 1,259 Est. Cost $409.11 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $771 Shares 1,813 Est. Cost $354.32 Unrealized
FISV FISERV INC 0.2%
Value ($000) $760 Shares 3,699 Est. Cost $117.96 Unrealized +73.1%
ZTS ZOETIS INC 0.2%
Value ($000) $760 Shares 4,663 Est. Cost $177.00 Unrealized -0.4%
TSLA TESLA INC 0.2%
Value ($000) $742 Shares 1,838 Est. Cost $240.42 Unrealized +33.8%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $735 Shares 1,791 Est. Cost $309.20 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value ($000) $723 Shares 9,345 Est. Cost $36.37 Unrealized +121.8%
GPC GENUINE PARTS CO 0.2%
Value ($000) $708 Shares 6,061 Est. Cost $76.71 Unrealized +56.6%
VHT VANGUARD WORLD FD 0.2%
Value ($000) $701 Shares 2,762 Est. Cost $257.83 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $698 Shares 11,688 Est. Cost $33.55 Unrealized +89.6%
ABT ABBOTT LABS 0.2%
Value ($000) $688 Shares 6,081 Est. Cost $39.36 Unrealized +187.9%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $679 Shares 5,594 Est. Cost $75.01 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $664 Shares 1,277 Est. Cost $378.57 Unrealized +44.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $649 Shares 12,044 Est. Cost $49.85 Unrealized +8.4%
RY ROYAL BK CDA 0.1%
Value ($000) $638 Shares 5,295 Est. Cost $76.69 Unrealized +61.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $625 Shares 12,922 Est. Cost $38.28 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $598 Shares 583 Est. Cost $991.05 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $592 Shares 931 Est. Cost $402.23 Unrealized +62.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $586 Shares 1,087 Est. Cost $422.58 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $580 Shares 6,370 Est. Cost $69.24 Unrealized +41.7%
NOW SERVICENOW INC 0.1%
Value ($000) $580 Shares 547 Est. Cost $98.48 Unrealized +105.7%
KEY KEYCORP 0.1%
Value ($000) $572 Shares 33,369 Est. Cost $10.65 Unrealized +59.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $562 Shares 4,674 Est. Cost $73.19 Unrealized +64.8%
PWR QUANTA SVCS INC 0.1%
Value ($000) $561 Shares 1,776 Est. Cost $107.68 Unrealized +198.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $559 Shares 20,446 Est. Cost $41.33 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $547 Shares 4,915 Est. Cost $105.61 Unrealized -2.0%
CTVA CORTEVA INC 0.1%
Value ($000) $532 Shares 9,345 Est. Cost $29.00 Unrealized +101.5%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $530 Shares 1,316 Est. Cost $361.88 Unrealized +28.1%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $530 Shares 5,719 Est. Cost $49.30 Unrealized +99.4%
MS MORGAN STANLEY 0.1%
Value ($000) $524 Shares 4,166 Est. Cost $75.64 Unrealized +58.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $520 Shares 3,970 Est. Cost $102.66 Unrealized +26.7%
IVV ISHARES TR 0.1%
Value ($000) $503 Shares 854 Est. Cost $576.91 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $499 Shares 13,018 Est. Cost $55.09 Unrealized -26.5%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $493 Shares 4,465 Est. Cost $51.79 Unrealized +78.6%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $486 Shares 15,326 Est. Cost $36.95 Unrealized -15.4%
XRT SPDR SER TR 0.1%
Value ($000) $478 Shares 6,000 Est. Cost $72.32 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $470 Shares 2,391 Est. Cost $231.36 Unrealized -8.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $469 Shares 2,660 Est. Cost $150.89 Unrealized +33.9%
BP BP PLC 0.1%
Value ($000) $451 Shares 15,247 Est. Cost $35.00 Unrealized
CSX CSX CORP 0.1%
Value ($000) $445 Shares 13,778 Est. Cost $25.31 Unrealized +33.1%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $439 Shares 6,081 Est. Cost $74.98 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $438 Shares 839 Est. Cost $251.17 Unrealized +107.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $437 Shares 2,230 Est. Cost $119.42 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $437 Shares 16,057 Est. Cost $37.33 Unrealized -24.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $433 Shares 1,493 Est. Cost $269.06 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $428 Shares 1,842 Est. Cost $212.77 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $427 Shares 2,116 Est. Cost $121.01 Unrealized +74.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $425 Shares 8,131 Est. Cost $34.52 Unrealized +41.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $419 Shares 4,897 Est. Cost $91.98 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $419 Shares 1,145 Est. Cost $222.19 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $418 Shares 2,981 Est. Cost $47.37 Unrealized +189.8%
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $413 Shares 8,243 Est. Cost $50.96 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $413 Shares 8,233 Est. Cost $51.05 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $411 Shares 2,192 Est. Cost $98.98 Unrealized +95.1%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $407 Shares 7,675 Est. Cost $48.31 Unrealized +14.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $407 Shares 1,390 Est. Cost $234.48 Unrealized +22.8%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $403 Shares 10,578 Est. Cost $19.91 Unrealized +121.2%
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $402 Shares 15,887 Est. Cost $28.51 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $399 Shares 8,340 Est. Cost $42.67 Unrealized
SBR SABINE RTY TR 0.1%
Value ($000) $389 Shares 6,000 Est. Cost $67.71 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $388 Shares 1,710 Est. Cost $192.49 Unrealized +17.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $387 Shares 2,390 Est. Cost $128.21 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $372 Shares 8,511 Est. Cost $48.53 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $367 Shares 1,745 Est. Cost $180.55 Unrealized +29.9%
KR KROGER CO 0.1%
Value ($000) $364 Shares 5,956 Est. Cost $43.46 Unrealized +31.9%
AMLP ALPS ETF TR 0.1%
Value ($000) $361 Shares 7,492 Est. Cost $48.16 Unrealized
MET METLIFE INC 0.1%
Value ($000) $357 Shares 4,359 Est. Cost $58.77 Unrealized +37.2%
UNP UNION PAC CORP 0.1%
Value ($000) $350 Shares 1,536 Est. Cost $209.84 Unrealized +9.7%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $350 Shares 4,160 Est. Cost $46.26 Unrealized +118.9%
EWJ ISHARES INC 0.1%
Value ($000) $346 Shares 5,159 Est. Cost $64.14 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $346 Shares 3,792 Est. Cost $62.84 Unrealized +49.5%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $344 Shares 5,450 Est. Cost $38.68 Unrealized +78.2%
PAVE GLOBAL X FDS 0.1%
Value ($000) $336 Shares 8,315 Est. Cost $39.64 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $329 Shares 3,641 Est. Cost $57.09 Unrealized +74.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $329 Shares 1,942 Est. Cost $164.34 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $329 Shares 999 Est. Cost $196.02 Unrealized +59.1%
GE GE AEROSPACE 0.1%
Value ($000) $329 Shares 1,970 Est. Cost $117.83 Unrealized +50.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $328 Shares 850 Est. Cost $277.69 Unrealized +39.5%
SOXX ISHARES TR 0.1%
Value ($000) $325 Shares 1,509 Est. Cost $298.84 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $325 Shares 10,161 Est. Cost $28.50 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $324 Shares 6,625 Est. Cost $38.50 Unrealized +27.3%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $322 Shares 2,255 Est. Cost $114.12 Unrealized +55.1%
CLX CLOROX CO DEL 0.1%
Value ($000) $322 Shares 1,980 Est. Cost $128.13 Unrealized +22.8%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $321 Shares 3,625 Est. Cost $79.46 Unrealized +9.1%
SYY SYSCO CORP 0.1%
Value ($000) $320 Shares 4,183 Est. Cost $32.84 Unrealized +125.2%
ICF ISHARES TR 0.1%
Value ($000) $319 Shares 5,300 Est. Cost $77.09 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $319 Shares 460 Est. Cost $704.48 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $311 Shares 1,900 Est. Cost $130.90 Unrealized +30.6%
EQIX EQUINIX INC 0.1%
Value ($000) $310 Shares 329 Est. Cost $794.65 Unrealized +12.9%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $308 Shares 2,983 Est. Cost $62.42 Unrealized +68.0%
GM GENERAL MTRS CO 0.1%
Value ($000) $307 Shares 5,767 Est. Cost $38.12 Unrealized +35.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $305 Shares 1,299 Est. Cost $161.04 Unrealized +54.3%
ITA ISHARES TR 0.1%
Value ($000) $303 Shares 2,083 Est. Cost $132.59 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $302 Shares 2,000 Est. Cost $126.28 Unrealized +20.9%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $300 Shares 1,215 Est. Cost $196.18 Unrealized +24.4%
OKE ONEOK INC NEW 0.1%
Value ($000) $288 Shares 2,866 Est. Cost $60.36 Unrealized +60.4%
CPRT COPART INC 0.1%
Value ($000) $280 Shares 4,875 Est. Cost $47.59 Unrealized +19.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $274 Shares 2,974 Est. Cost $53.45 Unrealized +74.2%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $273 Shares 1,541 Est. Cost $171.20 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $269 Shares 4,468 Est. Cost $55.41 Unrealized +8.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $265 Shares 2,975 Est. Cost $57.04 Unrealized +66.2%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $257 Shares 2,238 Est. Cost $114.71 Unrealized
FIX COMFORT SYS USA INC 0.1%
Value ($000) $257 Shares 605 Est. Cost $437.35 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $255 Shares 3,373 Est. Cost $77.00 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $253 Shares 2,631 Est. Cost $75.78 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $250 Shares 4,623 Est. Cost $42.23 Unrealized +22.5%
KRE SPDR SER TR 0.1%
Value ($000) $249 Shares 4,125 Est. Cost $60.35 Unrealized
L LOEWS CORP 0.1%
Value ($000) $249 Shares 2,936 Est. Cost $66.05 Unrealized +24.4%
PPG PPG INDS INC 0.1%
Value ($000) $248 Shares 2,077 Est. Cost $113.02 Unrealized +7.5%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $245 Shares 3,242 Est. Cost $58.25 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $245 Shares 610 Est. Cost $337.07 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $244 Shares 4,572 Est. Cost $49.00 Unrealized +11.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $243 Shares 1,260 Est. Cost $189.83 Unrealized 0.0%
MGA MAGNA INTL INC 0.1%
Value ($000) $240 Shares 5,754 Est. Cost $38.98 Unrealized +5.5%
SHEL SHELL PLC 0.1%
Value ($000) $230 Shares 3,679 Est. Cost $62.65 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $228 Shares 2,243 Est. Cost $82.23 Unrealized +28.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $226 Shares 933 Est. Cost $243.06 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $224 Shares 1,777 Est. Cost $113.83 Unrealized +13.1%
IJH ISHARES TR 0.0%
Value ($000) $223 Shares 3,575 Est. Cost $62.32 Unrealized
UNILEVER PLC 0.0%
Value ($000) $223 Shares 3,925 Est. Cost $64.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $220 Shares 1,112 Est. Cost $197.49 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $219 Shares 754 Est. Cost $263.17 Unrealized +15.5%
SNY SANOFI 0.0%
Value ($000) $218 Shares 4,529 Est. Cost $57.63 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $217 Shares 1,761 Est. Cost $161.11 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $216 Shares 2,534 Est. Cost $71.37 Unrealized +20.1%
ISTB ISHARES TR 0.0%
Value ($000) $209 Shares 4,379 Est. Cost $48.68 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $209 Shares 2,297 Est. Cost $98.92 Unrealized -5.9%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $205 Shares 2,055 Est. Cost $100.29 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $204 Shares 2,760 Est. Cost $73.82 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $204 Shares 120 Est. Cost $1882.53 Unrealized +3.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $202 Shares 6,436 Est. Cost $29.11 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $201 Shares 2,614 Est. Cost $76.85 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $132 Shares 52,596 Est. Cost $5.42 Unrealized -47.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $100 Shares 11,723 Est. Cost $31.73 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $75 Shares 15,445 Est. Cost $2.12 Unrealized +52.9%
ORLA ORLA MNG LTD NEW 0.0%
Value ($000) $60 Shares 10,841 Est. Cost $3.45 Unrealized +40.0%