HOLDERNESS INVESTMENTS CO Diversified Active

CIK: 0001184820 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $489,924 (100.0% shares, 0.0% debt)

Holdings (252)

MSFT MICROSOFT CORP 7.2%
Value ($000) $35,414 Shares 68,374 Est. Cost $124.86 Unrealized +307.4%
AAPL APPLE INC 6.1%
Value ($000) $29,753 Shares 116,849 Est. Cost $112.93 Unrealized +99.8%
NVDA NVIDIA CORPORATION 6.0%
Value ($000) $29,631 Shares 158,814 Est. Cost $92.71 Unrealized +88.0%
AMZN AMAZON COM INC 3.4%
Value ($000) $16,572 Shares 75,477 Est. Cost $125.82 Unrealized +79.9%
ORCL ORACLE CORP 2.8%
Value ($000) $13,657 Shares 48,558 Est. Cost $66.10 Unrealized +284.5%
QQQ INVESCO QQQ TR 2.7%
Value ($000) $13,464 Shares 22,426 Est. Cost $388.38 Unrealized
AVGO BROADCOM INC 2.7%
Value ($000) $13,079 Shares 39,644 Est. Cost $152.08 Unrealized +101.0%
AMAT APPLIED MATLS INC 2.7%
Value ($000) $12,987 Shares 63,429 Est. Cost $21.45 Unrealized +742.6%
GOOGL ALPHABET INC 2.2%
Value ($000) $10,919 Shares 44,914 Est. Cost $116.16 Unrealized +80.1%
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $8,715 Shares 27,629 Est. Cost $107.27 Unrealized +175.9%
IBM INTERNATIONAL BUSINESS MACHS 1.7%
Value ($000) $8,526 Shares 30,216 Est. Cost $131.61 Unrealized +97.2%
CAT CATERPILLAR INC 1.5%
Value ($000) $7,423 Shares 15,558 Est. Cost $149.07 Unrealized +185.4%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $6,453 Shares 6,971 Est. Cost $553.59 Unrealized +72.8%
HD HOME DEPOT INC 1.3%
Value ($000) $6,269 Shares 15,471 Est. Cost $102.30 Unrealized +280.4%
IGV ISHARES TR 1.1%
Value ($000) $5,627 Shares 48,929 Est. Cost $149.59 Unrealized
CSCO CISCO SYS INC 1.1%
Value ($000) $5,309 Shares 77,588 Est. Cost $27.26 Unrealized +147.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $5,223 Shares 46,328 Est. Cost $67.45 Unrealized +62.6%
ABBV ABBVIE INC 1.0%
Value ($000) $5,066 Shares 21,879 Est. Cost $55.88 Unrealized +261.4%
CRUS CIRRUS LOGIC INC 1.0%
Value ($000) $4,981 Shares 39,758 Est. Cost $22.81 Unrealized +388.2%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $4,910 Shares 39,678 Est. Cost $56.94 Unrealized +110.4%
GOOG ALPHABET INC 1.0%
Value ($000) $4,906 Shares 20,143 Est. Cost $113.09 Unrealized +85.6%
META META PLATFORMS INC 1.0%
Value ($000) $4,806 Shares 6,544 Est. Cost $285.42 Unrealized +160.4%
VBK VANGUARD INDEX FDS 0.9%
Value ($000) $4,240 Shares 14,246 Est. Cost $241.77 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $4,237 Shares 11,322 Est. Cost $69.61 Unrealized +421.9%
IRM IRON MTN INC DEL 0.9%
Value ($000) $4,222 Shares 41,416 Est. Cost $30.91 Unrealized +206.4%
WMT WALMART INC 0.8%
Value ($000) $4,156 Shares 40,329 Est. Cost $54.64 Unrealized +81.6%
BX BLACKSTONE INC 0.8%
Value ($000) $4,072 Shares 23,835 Est. Cost $42.92 Unrealized +294.9%
MCD MCDONALDS CORP 0.8%
Value ($000) $4,056 Shares 13,349 Est. Cost $149.05 Unrealized +102.2%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $3,850 Shares 6,769 Est. Cost $173.23 Unrealized +231.1%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,834 Shares 5,755 Est. Cost $470.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $3,791 Shares 7,541 Est. Cost $243.56 Unrealized +98.9%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $3,493 Shares 22,495 Est. Cost $112.56 Unrealized +35.3%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $3,435 Shares 22,353 Est. Cost $86.17 Unrealized +79.8%
BAC BANK AMERICA CORP 0.7%
Value ($000) $3,415 Shares 66,201 Est. Cost $18.02 Unrealized +168.3%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,275 Shares 74,526 Est. Cost $31.33 Unrealized +35.6%
LOW LOWES COS INC 0.7%
Value ($000) $3,262 Shares 12,980 Est. Cost $95.30 Unrealized +156.2%
GLW CORNING INC 0.7%
Value ($000) $3,236 Shares 39,444 Est. Cost $19.55 Unrealized +232.4%
V VISA INC 0.6%
Value ($000) $3,115 Shares 9,125 Est. Cost $162.99 Unrealized +111.8%
TJX TJX COS INC NEW 0.6%
Value ($000) $2,861 Shares 19,797 Est. Cost $87.27 Unrealized +51.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $2,854 Shares 8,266 Est. Cost $158.21 Unrealized +89.0%
DELL DELL TECHNOLOGIES INC 0.6%
Value ($000) $2,850 Shares 20,102 Est. Cost $77.25 Unrealized +67.2%
MRK MERCK & CO INC 0.6%
Value ($000) $2,762 Shares 32,904 Est. Cost $61.37 Unrealized +32.0%
RTX RTX CORPORATION 0.6%
Value ($000) $2,726 Shares 16,293 Est. Cost $88.90 Unrealized +73.5%
SO SOUTHERN CO 0.6%
Value ($000) $2,698 Shares 28,473 Est. Cost $45.82 Unrealized +101.3%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,651 Shares 52,266 Est. Cost $50.36 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $2,621 Shares 57,321 Est. Cost $35.94 Unrealized +23.4%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,602 Shares 21,981 Est. Cost $72.66 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $2,592 Shares 12,312 Est. Cost $70.36 Unrealized +194.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,580 Shares 13,912 Est. Cost $102.96 Unrealized +64.6%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $2,576 Shares 7,757 Est. Cost $160.40 Unrealized +97.3%
KO COCA COLA CO 0.5%
Value ($000) $2,475 Shares 37,325 Est. Cost $39.69 Unrealized +71.1%
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,434 Shares 92,401 Est. Cost $34.50 Unrealized
KLAC KLA CORP 0.5%
Value ($000) $2,421 Shares 2,245 Est. Cost $88.14 Unrealized +955.5%
MCK MCKESSON CORP 0.5%
Value ($000) $2,372 Shares 3,070 Est. Cost $206.15 Unrealized +241.0%
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,319 Shares 90,203 Est. Cost $33.88 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 0.4%
Value ($000) $2,204 Shares 87,799 Est. Cost $24.82 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $2,197 Shares 7,786 Est. Cost $187.41 Unrealized +52.9%
PFE PFIZER INC 0.4%
Value ($000) $2,159 Shares 84,718 Est. Cost $24.44 Unrealized -1.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,138 Shares 4,282 Est. Cost $292.13 Unrealized +53.4%
INTC INTEL CORP 0.4%
Value ($000) $2,128 Shares 63,418 Est. Cost $29.96 Unrealized -19.1%
NFLX NETFLIX INC 0.4%
Value ($000) $1,897 Shares 1,582 Est. Cost $47.53 Unrealized +156.8%
AMLP ALPS ETF TR 0.4%
Value ($000) $1,849 Shares 39,390 Est. Cost $48.22 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,836 Shares 21,901 Est. Cost $38.71 Unrealized +107.9%
FDX FEDEX CORP 0.3%
Value ($000) $1,668 Shares 7,074 Est. Cost $202.73 Unrealized +12.6%
BA BOEING CO 0.3%
Value ($000) $1,663 Shares 7,704 Est. Cost $138.56 Unrealized +62.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,653 Shares 10,216 Est. Cost $134.24 Unrealized +20.2%
T AT&T INC 0.3%
Value ($000) $1,533 Shares 54,300 Est. Cost $14.18 Unrealized +97.9%
IDU ISHARES TR 0.3%
Value ($000) $1,512 Shares 13,630 Est. Cost $103.77 Unrealized
LEN LENNAR CORP 0.3%
Value ($000) $1,498 Shares 11,889 Est. Cost $116.88 Unrealized +5.7%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,437 Shares 31,856 Est. Cost $43.17 Unrealized +5.4%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,420 Shares 263 Est. Cost $1997.36 Unrealized +178.5%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $1,404 Shares 9,962 Est. Cost $101.15 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,398 Shares 3,312 Est. Cost $93.73 Unrealized +355.1%
NVS NOVARTIS AG 0.3%
Value ($000) $1,355 Shares 10,563 Est. Cost $92.28 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $1,297 Shares 21,731 Est. Cost $37.28 Unrealized +81.4%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $1,262 Shares 5,372 Est. Cost $173.77 Unrealized +35.3%
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,240 Shares 3,354 Est. Cost $160.58 Unrealized +139.5%
NUE NUCOR CORP 0.2%
Value ($000) $1,215 Shares 8,972 Est. Cost $154.14 Unrealized -8.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,197 Shares 10,788 Est. Cost $57.41 Unrealized +95.6%
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $1,195 Shares 4,164 Est. Cost $200.61 Unrealized +33.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,187 Shares 1,490 Est. Cost $264.15 Unrealized +178.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $1,184 Shares 23,460 Est. Cost $25.65 Unrealized +79.8%
ACM AECOM 0.2%
Value ($000) $1,176 Shares 9,014 Est. Cost $83.01 Unrealized +44.7%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,152 Shares 1,890 Est. Cost $183.09 Unrealized +207.7%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,137 Shares 41,642 Est. Cost $33.90 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,109 Shares 6,038 Est. Cost $37.35 Unrealized +417.5%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,108 Shares 2,310 Est. Cost $329.50 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,100 Shares 15,773 Est. Cost $101.40 Unrealized -27.2%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,095 Shares 36,934 Est. Cost $41.49 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.2%
Value ($000) $1,084 Shares 606 Est. Cost $575.64 Unrealized +241.9%
QRVO QORVO INC 0.2%
Value ($000) $1,058 Shares 11,614 Est. Cost $83.96 Unrealized +6.1%
MMM 3M CO 0.2%
Value ($000) $1,025 Shares 6,603 Est. Cost $106.16 Unrealized +44.2%
DE DEERE & CO 0.2%
Value ($000) $1,018 Shares 2,226 Est. Cost $139.16 Unrealized +251.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,006 Shares 2,949 Est. Cost $138.57 Unrealized +126.4%
CTAS CINTAS CORP 0.2%
Value ($000) $998 Shares 4,860 Est. Cost $176.08 Unrealized +20.9%
PEP PEPSICO INC 0.2%
Value ($000) $993 Shares 7,071 Est. Cost $88.99 Unrealized +57.8%
VMC VULCAN MATLS CO 0.2%
Value ($000) $971 Shares 3,157 Est. Cost $209.09 Unrealized +35.5%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $965 Shares 20,798 Est. Cost $33.04 Unrealized +45.3%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $927 Shares 1,241 Est. Cost $420.22 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $926 Shares 11,882 Est. Cost $27.68 Unrealized +12.5%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $913 Shares 1,969 Est. Cost $360.80 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $891 Shares 1,455 Est. Cost $447.34 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $891 Shares 6,655 Est. Cost $77.61 Unrealized +36.0%
LIN LINDE PLC 0.2%
Value ($000) $888 Shares 1,869 Est. Cost $325.49 Unrealized +44.6%
DHR DANAHER CORPORATION 0.2%
Value ($000) $887 Shares 4,474 Est. Cost $126.59 Unrealized +56.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $885 Shares 9,353 Est. Cost $71.53 Unrealized +30.4%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $883 Shares 37,927 Est. Cost $22.41 Unrealized
MAS MASCO CORP 0.2%
Value ($000) $865 Shares 12,285 Est. Cost $56.03 Unrealized +24.8%
EME EMCOR GROUP INC 0.2%
Value ($000) $862 Shares 1,327 Est. Cost $470.66 Unrealized +28.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $861 Shares 6,560 Est. Cost $48.65 Unrealized +178.5%
TGT TARGET CORP 0.2%
Value ($000) $854 Shares 9,525 Est. Cost $113.03 Unrealized -14.4%
FIX COMFORT SYS USA INC 0.2%
Value ($000) $842 Shares 1,020 Est. Cost $480.94 Unrealized +40.8%
VHT VANGUARD WORLD FD 0.2%
Value ($000) $807 Shares 3,109 Est. Cost $258.06 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $802 Shares 14,886 Est. Cost $39.98 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $798 Shares 1,795 Est. Cost $257.38 Unrealized +34.8%
CRM SALESFORCE INC 0.2%
Value ($000) $797 Shares 3,364 Est. Cost $239.57 Unrealized +4.9%
GPC GENUINE PARTS CO 0.2%
Value ($000) $797 Shares 5,752 Est. Cost $76.71 Unrealized +72.6%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $780 Shares 14,060 Est. Cost $89.39 Unrealized
RY ROYAL BK CDA 0.2%
Value ($000) $780 Shares 5,295 Est. Cost $76.69 Unrealized +79.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value ($000) $767 Shares 9,248 Est. Cost $36.37 Unrealized +116.3%
D DOMINION ENERGY INC 0.2%
Value ($000) $743 Shares 12,153 Est. Cost $49.85 Unrealized +17.0%
GEV GE VERNOVA INC 0.2%
Value ($000) $742 Shares 1,207 Est. Cost $257.16 Unrealized +135.5%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $733 Shares 4,020 Est. Cost $125.37 Unrealized +29.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $728 Shares 9,649 Est. Cost $57.34 Unrealized +26.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $718 Shares 4,425 Est. Cost $81.50 Unrealized +102.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $709 Shares 2,720 Est. Cost $117.99 Unrealized +118.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $702 Shares 920 Est. Cost $540.41 Unrealized +37.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $696 Shares 4,160 Est. Cost $46.26 Unrealized +176.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $690 Shares 17,602 Est. Cost $29.60 Unrealized +45.9%
GE GE AEROSPACE 0.1%
Value ($000) $689 Shares 2,291 Est. Cost $140.28 Unrealized +94.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $679 Shares 21,622 Est. Cost $28.50 Unrealized +16.4%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $657 Shares 23,531 Est. Cost $38.90 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $653 Shares 4,109 Est. Cost $77.30 Unrealized +89.5%
ABT ABBOTT LABS 0.1%
Value ($000) $652 Shares 4,869 Est. Cost $39.36 Unrealized +231.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $650 Shares 2,305 Est. Cost $215.86 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $645 Shares 9,758 Est. Cost $38.88 Unrealized +58.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $643 Shares 10,299 Est. Cost $34.32 Unrealized +84.7%
PWR QUANTA SVCS INC 0.1%
Value ($000) $635 Shares 1,532 Est. Cost $107.68 Unrealized +260.8%
BLK BLACKROCK INC 0.1%
Value ($000) $634 Shares 544 Est. Cost $991.05 Unrealized +11.9%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $630 Shares 2,418 Est. Cost $148.98 Unrealized +79.5%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $621 Shares 5,117 Est. Cost $69.24 Unrealized +41.2%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $613 Shares 3,781 Est. Cost $41.23 Unrealized +314.1%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $610 Shares 1,400 Est. Cost $242.05 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $610 Shares 9,667 Est. Cost $58.21 Unrealized +17.1%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $602 Shares 14,930 Est. Cost $36.95 Unrealized +2.3%
APP APPLOVIN CORP 0.1%
Value ($000) $583 Shares 812 Est. Cost $461.14 Unrealized 0.0%
KEY KEYCORP 0.1%
Value ($000) $582 Shares 31,149 Est. Cost $10.65 Unrealized +70.6%
IVV ISHARES TR 0.1%
Value ($000) $572 Shares 854 Est. Cost $576.91 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $567 Shares 586 Est. Cost $722.77 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $561 Shares 2,863 Est. Cost $153.87 Unrealized +28.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $561 Shares 4,896 Est. Cost $105.33 Unrealized +11.1%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $546 Shares 1,787 Est. Cost $182.68 Unrealized +48.5%
NOW SERVICENOW INC 0.1%
Value ($000) $539 Shares 586 Est. Cost $107.25 Unrealized +74.2%
ZTS ZOETIS INC 0.1%
Value ($000) $529 Shares 3,616 Est. Cost $176.25 Unrealized -14.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $522 Shares 10,344 Est. Cost $45.08 Unrealized +9.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $520 Shares 2,411 Est. Cost $124.88 Unrealized
XRT SPDR SERIES TRUST 0.1%
Value ($000) $517 Shares 6,000 Est. Cost $72.32 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $508 Shares 1,819 Est. Cost $232.06 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $490 Shares 1,493 Est. Cost $269.06 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $481 Shares 3,870 Est. Cost $102.66 Unrealized +23.5%
CSX CSX CORP 0.1%
Value ($000) $480 Shares 13,528 Est. Cost $25.31 Unrealized +34.1%
SBR SABINE RTY TR 0.1%
Value ($000) $477 Shares 6,000 Est. Cost $67.71 Unrealized
DOW DOW INC 0.1%
Value ($000) $467 Shares 20,385 Est. Cost $36.11 Unrealized -32.7%
AGX ARGAN INC 0.1%
Value ($000) $460 Shares 1,702 Est. Cost $192.21 Unrealized +18.8%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $459 Shares 3,646 Est. Cost $75.01 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $458 Shares 2,753 Est. Cost $64.70 Unrealized +143.0%
CCJ CAMECO CORP 0.1%
Value ($000) $454 Shares 5,414 Est. Cost $53.26 Unrealized +45.3%
MPLX MPLX LP 0.1%
Value ($000) $447 Shares 8,945 Est. Cost $43.23 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $443 Shares 913 Est. Cost $380.69 Unrealized +22.1%
CTVA CORTEVA INC 0.1%
Value ($000) $441 Shares 6,525 Est. Cost $29.00 Unrealized +148.8%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $430 Shares 6,787 Est. Cost $59.46 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $425 Shares 1,923 Est. Cost $123.91 Unrealized +80.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $424 Shares 12,326 Est. Cost $55.09 Unrealized -37.7%
BP BP PLC 0.1%
Value ($000) $423 Shares 12,267 Est. Cost $35.00 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $421 Shares 4,715 Est. Cost $92.06 Unrealized
FISV FISERV INC 0.1%
Value ($000) $419 Shares 3,251 Est. Cost $117.96 Unrealized +21.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $414 Shares 4,228 Est. Cost $93.52 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $412 Shares 1,403 Est. Cost $234.48 Unrealized +27.0%
SOXX ISHARES TR 0.1%
Value ($000) $409 Shares 1,509 Est. Cost $298.84 Unrealized
KR KROGER CO 0.1%
Value ($000) $408 Shares 6,056 Est. Cost $43.87 Unrealized +57.5%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $402 Shares 5,644 Est. Cost $60.98 Unrealized +5.3%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $400 Shares 2,291 Est. Cost $128.21 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $395 Shares 2,983 Est. Cost $62.42 Unrealized +86.6%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $385 Shares 2,229 Est. Cost $167.22 Unrealized +0.9%
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $382 Shares 14,023 Est. Cost $28.33 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $382 Shares 15,520 Est. Cost $37.14 Unrealized -41.1%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $381 Shares 2,000 Est. Cost $126.28 Unrealized +39.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $380 Shares 850 Est. Cost $255.94 Unrealized +87.5%
UNP UNION PAC CORP 0.1%
Value ($000) $357 Shares 1,511 Est. Cost $209.84 Unrealized +6.3%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $357 Shares 2,296 Est. Cost $114.73 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $354 Shares 7,025 Est. Cost $48.53 Unrealized
MET METLIFE INC 0.1%
Value ($000) $353 Shares 4,284 Est. Cost $58.77 Unrealized +32.6%
EWJ ISHARES INC 0.1%
Value ($000) $350 Shares 4,364 Est. Cost $64.14 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $350 Shares 1,165 Est. Cost $161.04 Unrealized +71.4%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $348 Shares 9,811 Est. Cost $28.50 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $341 Shares 2,042 Est. Cost $98.98 Unrealized +80.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $340 Shares 2,681 Est. Cost $47.37 Unrealized +189.6%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $339 Shares 486 Est. Cost $647.15 Unrealized +8.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $335 Shares 943 Est. Cost $244.25 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $333 Shares 2,957 Est. Cost $53.45 Unrealized +102.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $331 Shares 3,624 Est. Cost $49.30 Unrealized +82.8%
ICF ISHARES TR 0.1%
Value ($000) $327 Shares 5,300 Est. Cost $77.09 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $325 Shares 5,716 Est. Cost $48.48 Unrealized +20.7%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $321 Shares 344 Est. Cost $313.93 Unrealized 0.0%
NEM NEWMONT CORP 0.1%
Value ($000) $318 Shares 3,767 Est. Cost $43.26 Unrealized +60.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $306 Shares 4,556 Est. Cost $70.32 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $304 Shares 3,025 Est. Cost $57.77 Unrealized +71.6%
EFA ISHARES TR 0.1%
Value ($000) $300 Shares 3,217 Est. Cost $77.00 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $300 Shares 3,140 Est. Cost $77.48 Unrealized +22.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value ($000) $297 Shares 5,875 Est. Cost $50.63 Unrealized
L LOEWS CORP 0.1%
Value ($000) $295 Shares 2,936 Est. Cost $66.05 Unrealized +43.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $290 Shares 124 Est. Cost $1899.24 Unrealized +26.4%
IWF ISHARES TR 0.1%
Value ($000) $286 Shares 611 Est. Cost $337.07 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $285 Shares 6,625 Est. Cost $38.50 Unrealized +17.8%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $282 Shares 835 Est. Cost $247.28 Unrealized +37.1%
SE SEA LTD 0.1%
Value ($000) $273 Shares 1,527 Est. Cost $161.90 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $270 Shares 3,270 Est. Cost $57.09 Unrealized +43.5%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $266 Shares 5,400 Est. Cost $38.68 Unrealized +36.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $261 Shares 8,336 Est. Cost $31.27 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $261 Shares 4,287 Est. Cost $49.25 Unrealized +15.6%
VEEV VEEVA SYS INC 0.1%
Value ($000) $259 Shares 869 Est. Cost $281.43 Unrealized 0.0%
SPHY SPDR SERIES TRUST 0.1%
Value ($000) $257 Shares 10,753 Est. Cost $23.94 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $256 Shares 1,694 Est. Cost $133.31 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $255 Shares 1,003 Est. Cost $236.98 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $253 Shares 1,208 Est. Cost $133.86 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $253 Shares 850 Est. Cost $277.69 Unrealized +15.0%
SYY SYSCO CORP 0.1%
Value ($000) $250 Shares 3,033 Est. Cost $32.84 Unrealized +140.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 1,312 Est. Cost $165.11 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $242 Shares 3,823 Est. Cost $42.23 Unrealized +36.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $242 Shares 1,293 Est. Cost $192.49 Unrealized -4.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $239 Shares 251 Est. Cost $1030.58 Unrealized -2.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $239 Shares 1,265 Est. Cost $173.36 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $239 Shares 3,169 Est. Cost $57.99 Unrealized +17.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $239 Shares 1,695 Est. Cost $150.94 Unrealized +1.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $233 Shares 2,758 Est. Cost $62.84 Unrealized +40.9%
IJH ISHARES TR 0.0%
Value ($000) $233 Shares 3,575 Est. Cost $62.32 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $226 Shares 4,743 Est. Cost $43.68 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $226 Shares 1,529 Est. Cost $138.06 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $223 Shares 3,719 Est. Cost $57.01 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $222 Shares 283 Est. Cost $801.49 Unrealized -3.4%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $220 Shares 2,191 Est. Cost $100.28 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $214 Shares 4,379 Est. Cost $48.68 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $214 Shares 4,529 Est. Cost $57.63 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $212 Shares 4,245 Est. Cost $49.85 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $210 Shares 1,177 Est. Cost $113.83 Unrealized +43.6%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $202 Shares 2,534 Est. Cost $71.60 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $202 Shares 2,766 Est. Cost $60.36 Unrealized +24.4%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $200 Shares 696 Est. Cost $264.43 Unrealized 0.0%
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $142 Shares 10,500 Est. Cost $13.96 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $140 Shares 10,650 Est. Cost $13.08 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $131 Shares 11,318 Est. Cost $31.73 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $119 Shares 46,271 Est. Cost $5.42 Unrealized -56.8%