Simmons Bank Diversified Active

Location: Pine Bluff, AR

CIK: 0001674486 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 5, 2026

Total Value: $1.496B (100.0% shares, 0.0% debt)

Holdings (327)

ORLY O REILLY AUTOMOTIVE INC 9.4%
Value $141M Shares 1,548,565 Est. Cost $86.47 Unrealized +13.0%
NVDA NVIDIA CORP 4.0%
Value $59.14M Shares 317,111 Est. Cost $92.15 Unrealized +102.0%
SPY SPDR S&P 500 (MKT) 3.5%
Value $51.87M Shares 76,067 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 3.1%
Value $46.43M Shares 96,004 Est. Cost $90.42 Unrealized +453.6%
IWF ISHARES RUSSELL 1000 GROWTH 2.5%
Value $36.66M Shares 77,447 Est. Cost $116.39 Unrealized
AAPL APPLE INC 2.3%
Value $34.88M Shares 128,289 Est. Cost $105.78 Unrealized +153.7%
GOOGL ALPHABET INC SR 2.1%
Value $30.68M Shares 98,019 Est. Cost $112.22 Unrealized +154.5%
AMZN AMAZON COM INC 1.9%
Value $28.02M Shares 121,388 Est. Cost $125.89 Unrealized +81.7%
SFNC SIMMONS 1ST NATL CORP 1.8%
Value $26.72M Shares 1,417,286 Est. Cost $22.85 Unrealized -18.9%
VEA VANGUARD FTSE DEVELOPED MARKETS 1.7%
Value $24.76M Shares 396,410 Est. Cost $37.87 Unrealized
HDV ISHARES HIGH DIVIDEND (MKT) 1.6%
Value $23.83M Shares 195,994 Est. Cost $91.44 Unrealized
WMT WALMART INC 1.6%
Value $23.8M Shares 213,610 Est. Cost $48.16 Unrealized +122.6%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.5%
Value $23M Shares 191,385 Est. Cost $90.98 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.4%
Value $21.45M Shares 73,901 Est. Cost $134.04 Unrealized
JPM JP MORGAN CHASE & CO 1.3%
Value $20.01M Shares 62,089 Est. Cost $80.79 Unrealized +283.1%
META META PLATFORMS INC 1.3%
Value $19.8M Shares 30,003 Est. Cost $185.95 Unrealized +258.9%
XLK STATE STREET TECHNOLOGY SELECT 1.2%
Value $18.19M Shares 126,377 Est. Cost $113.33 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value $17.54M Shares 28,554 Est. Cost $181.70 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 1.2%
Value $17.4M Shares 263,605 Est. Cost $109.24 Unrealized
GS GOLDMAN SACHS GROUP INC 1.1%
Value $16.06M Shares 18,270 Est. Cost $226.77 Unrealized +258.7%
CAT CATERPILLAR INC 1.0%
Value $15.69M Shares 27,397 Est. Cost $152.93 Unrealized +263.2%
MDY SPDR S&P MIDCAP 400 (MKT) 1.0%
Value $14.79M Shares 24,514 Est. Cost $340.94 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 1.0%
Value $14.26M Shares 57,935 Est. Cost $176.77 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value $13.7M Shares 113,878 Est. Cost $58.34 Unrealized +97.9%
CVX CHEVRON CORP NEW 0.9%
Value $13.01M Shares 85,390 Est. Cost $85.68 Unrealized +76.7%
BAC BANK OF AMERICA CORP 0.9%
Value $12.78M Shares 232,415 Est. Cost $26.30 Unrealized +100.3%
IVV ISHARES CORE S&P 500 (MKT) 0.8%
Value $12.44M Shares 18,155 Est. Cost $294.93 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.8%
Value $11.93M Shares 221,991 Est. Cost $38.29 Unrealized
ABBV ABBVIE INC SR NT 0.8%
Value $11.61M Shares 50,824 Est. Cost $60.10 Unrealized +278.6%
CSCO CISCO SYSTEMS INC 0.8%
Value $11.32M Shares 146,999 Est. Cost $35.94 Unrealized +105.3%
ORCL ORACLE CORP SR GLBL NT 0.7%
Value $11.18M Shares 57,358 Est. Cost $63.65 Unrealized +274.0%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value $11.06M Shares 22,004 Est. Cost $221.69 Unrealized +124.4%
EFA ISHARES MSCI EAFE (MKT) 0.7%
Value $10.84M Shares 112,918 Est. Cost $62.36 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.7%
Value $10.75M Shares 12,470 Est. Cost $339.80 Unrealized +166.5%
DE DEERE & CO 0.7%
Value $9.901M Shares 21,268 Est. Cost $185.76 Unrealized +151.8%
CRM SALESFORCE 0.7%
Value $9.889M Shares 37,331 Est. Cost $200.53 Unrealized +23.8%
ISRG INTUITIVE SURGICAL INC 0.7%
Value $9.802M Shares 17,307 Est. Cost $305.45 Unrealized +74.3%
PSX PHILLIPS 66 0.6%
Value $9.59M Shares 74,319 Est. Cost $77.36 Unrealized +73.2%
NEE NEXTERA ENERGY INC 0.6%
Value $9.489M Shares 118,196 Est. Cost $61.24 Unrealized +34.7%
HD HOME DEPOT INC 0.6%
Value $9.104M Shares 26,457 Est. Cost $163.02 Unrealized +123.6%
GSBC GREAT SOUTHN BANCORP INC 0.6%
Value $9M Shares 146,191 Est. Cost $52.50 Unrealized +14.5%
VV VANGUARD LARGE CAP ETF (MKT) 0.6%
Value $8.602M Shares 27,324 Est. Cost $129.64 Unrealized
LLY ELI LILLY & CO 0.6%
Value $8.293M Shares 7,717 Est. Cost $228.29 Unrealized +318.6%
SDY STATE STREET SPDR S&P DIVIDEND 0.6%
Value $8.253M Shares 59,304 Est. Cost $83.94 Unrealized
VUG VANGUARD GROWTH ETF (MKT) 0.5%
Value $8.068M Shares 16,539 Est. Cost $144.99 Unrealized
IYW ISHARES US TECHNOLOGY (MKT) 0.5%
Value $7.969M Shares 39,911 Est. Cost $99.75 Unrealized
AMGN AMGEN INC 0.5%
Value $7.891M Shares 24,108 Est. Cost $186.60 Unrealized +69.3%
KLAC KLA-TENCOR CORP 0.5%
Value $7.813M Shares 6,430 Est. Cost $299.99 Unrealized +290.7%
AVGO BROADCOM INC SR GLBL 0.5%
Value $7.813M Shares 22,575 Est. Cost $170.58 Unrealized +109.3%
KO COCA COLA CO SR GLBL NT 0.5%
Value $7.701M Shares 110,161 Est. Cost $36.22 Unrealized +91.6%
GOOG ALPHABET INC SR 0.5%
Value $7.603M Shares 24,230 Est. Cost $108.08 Unrealized +164.9%
MRK MERCK & CO INC 0.5%
Value $7.503M Shares 71,280 Est. Cost $44.67 Unrealized +108.7%
PG PROCTER & GAMBLE CO 0.5%
Value $7.277M Shares 50,775 Est. Cost $78.07 Unrealized +88.5%
LMT LOCKHEED MARTIN CORP 0.5%
Value $7.135M Shares 14,752 Est. Cost $321.50 Unrealized +48.1%
JNJ JOHNSON & JOHNSON 0.5%
Value $6.941M Shares 33,539 Est. Cost $112.39 Unrealized +75.3%
PEP PEPSICO INC 0.5%
Value $6.916M Shares 48,187 Est. Cost $103.79 Unrealized +40.6%
SO SOUTHERN CO 0.4%
Value $6.613M Shares 75,839 Est. Cost $54.25 Unrealized +67.6%
VTV VANGUARD VALUE INDEX FUND ETF 0.4%
Value $6.317M Shares 33,079 Est. Cost $92.44 Unrealized
DHR DANAHER CORP 0.4%
Value $6.256M Shares 27,327 Est. Cost $124.48 Unrealized +76.4%
XLI STATE STREET INDUSTRIAL SELECT 0.4%
Value $6.208M Shares 40,022 Est. Cost $78.31 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $6.007M Shares 147,480 Est. Cost $31.26 Unrealized +29.5%
XLV STATE STREET HEALTH CARE SELECT 0.4%
Value $5.982M Shares 38,646 Est. Cost $99.00 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.4%
Value $5.914M Shares 46,985 Est. Cost $114.69 Unrealized +22.7%
RSP INVESCO EXCHANGE TRADED FD TR 0.4%
Value $5.913M Shares 30,865 Est. Cost $168.33 Unrealized
TSLA TESLA INC 0.4%
Value $5.796M Shares 12,887 Est. Cost $203.22 Unrealized +118.1%
XLF STATE STREET FINANCIAL SELECT 0.4%
Value $5.761M Shares 105,192 Est. Cost $27.66 Unrealized
XLY STATE STREET CONSUMER 0.4%
Value $5.631M Shares 47,153 Est. Cost $118.79 Unrealized
RTX RTX CORPORATION 0.4%
Value $5.28M Shares 28,787 Est. Cost $58.24 Unrealized +197.6%
ICE INTERCONTINENTALEXCHANGE GROUP 0.4%
Value $5.275M Shares 32,569 Est. Cost $90.60 Unrealized +72.4%
GEV GE VERNOVA INC 0.3%
Value $5.22M Shares 7,986 Est. Cost $419.48 Unrealized +45.2%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $5.067M Shares 8,744 Est. Cost $412.08 Unrealized +37.1%
PH PARKER HANNIFIN CORP 0.3%
Value $5.023M Shares 5,715 Est. Cost $415.08 Unrealized +97.0%
LOW LOWES COMPANIES INC 0.3%
Value $4.898M Shares 20,309 Est. Cost $72.86 Unrealized +229.2%
DIS DISNEY WALT CO 0.3%
Value $4.784M Shares 42,051 Est. Cost $108.66 Unrealized +0.8%
XLC STATE STREET COMMUNICATION 0.3%
Value $4.747M Shares 40,323 Est. Cost $54.74 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value $4.689M Shares 38,201 Est. Cost $58.92 Unrealized +105.1%
ADBE ADOBE SYSTEMS INC 0.3%
Value $4.498M Shares 12,852 Est. Cost $244.56 Unrealized +39.1%
CME CME GROUP INC 0.3%
Value $4.395M Shares 16,094 Est. Cost $154.94 Unrealized +74.7%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value $4.339M Shares 79,311 Est. Cost $38.24 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.3%
Value $4.267M Shares 5,661 Est. Cost $211.67 Unrealized
V VISA INC COM CL A 0.3%
Value $4.24M Shares 12,091 Est. Cost $127.61 Unrealized +166.7%
ACN ACCENTURE PLC 0.3%
Value $4.221M Shares 15,731 Est. Cost $267.65 Unrealized -5.1%
ABT ABBOTT LABORATORIES 0.3%
Value $4.134M Shares 32,994 Est. Cost $57.44 Unrealized +121.6%
UNP UNION PAC CORP 0.3%
Value $4.067M Shares 17,581 Est. Cost $117.05 Unrealized +94.2%
QCOM QUALCOMM INC 0.3%
Value $4.065M Shares 23,762 Est. Cost $49.56 Unrealized +244.6%
BKNG BOOKING HLDGS INC 0.3%
Value $4.016M Shares 750 Est. Cost $2390.75 Unrealized +114.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $3.974M Shares 13,417 Est. Cost $111.76 Unrealized +167.4%
CBRE CBRE GROUP INC 0.3%
Value $3.97M Shares 24,693 Est. Cost $81.56 Unrealized +92.8%
DUK DUKE ENERGY CORP 0.3%
Value $3.942M Shares 33,629 Est. Cost $73.07 Unrealized +66.4%
PANW PALO ALTO NETWORKS INC 0.3%
Value $3.905M Shares 21,198 Est. Cost $187.08 Unrealized +7.8%
MA MASTERCARD INC 0.3%
Value $3.827M Shares 6,704 Est. Cost $292.61 Unrealized +91.0%
IWV ISHARES RUSSELL 3000 (MKT) 0.3%
Value $3.811M Shares 9,852 Est. Cost $171.91 Unrealized
XLP STATE STREET CONSUMER STAPLES 0.3%
Value $3.793M Shares 48,824 Est. Cost $61.96 Unrealized
ETR ENTERGY CORP NEW 0.3%
Value $3.777M Shares 40,858 Est. Cost $48.24 Unrealized +96.0%
PFE PFIZER INC 0.2%
Value $3.687M Shares 148,086 Est. Cost $23.37 Unrealized +7.1%
ULTA ULTA SALON COSMETICS & FRAG INC 0.2%
Value $3.525M Shares 5,826 Est. Cost $381.45 Unrealized +44.1%
LIN LINDE PLC 0.2%
Value $3.499M Shares 8,205 Est. Cost $336.74 Unrealized +26.9%
ASML ASML HOLDING NV 0.2%
Value $3.44M Shares 3,215 Est. Cost $689.24 Unrealized
FTNT FORTINET INC 0.2%
Value $3.425M Shares 43,134 Est. Cost $65.59 Unrealized +26.5%
WM WASTE MANAGEMENT INC 0.2%
Value $3.417M Shares 15,551 Est. Cost $208.24 Unrealized +2.1%
XYL XYLEM INC 0.2%
Value $3.398M Shares 24,952 Est. Cost $97.93 Unrealized +46.6%
UBER UBER TECHNOLOGIES INC 0.2%
Value $3.361M Shares 41,132 Est. Cost $73.22 Unrealized +23.0%
SUSA ISHARES ESG OPTIMIZED MSCI USA 0.2%
Value $3.335M Shares 23,930 Est. Cost $95.55 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $3.332M Shares 19,203 Est. Cost $137.87 Unrealized +23.8%
ADSK AUTODESK INC 0.2%
Value $3.253M Shares 10,988 Est. Cost $213.13 Unrealized +42.0%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value $3.204M Shares 50,279 Est. Cost $52.27 Unrealized +17.4%
FLEX FLEX LTD 0.2%
Value $3.181M Shares 52,642 Est. Cost $40.14 Unrealized +53.9%
AGG ISHARES CORE TOTAL US BOND 0.2%
Value $3.133M Shares 31,367 Est. Cost $104.19 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $3.126M Shares 27,107 Est. Cost $66.11 Unrealized +78.0%
TSN TYSON FOODS INC 0.2%
Value $3.06M Shares 52,206 Est. Cost $52.42 Unrealized +4.2%
XLB STATE STREET MATERIALS SELECT 0.2%
Value $3.005M Shares 66,256 Est. Cost $55.44 Unrealized
GSK GSK PLC 0.2%
Value $2.968M Shares 60,522 Est. Cost $36.25 Unrealized
VEEV VEEVA SYS INC 0.2%
Value $2.964M Shares 13,279 Est. Cost $223.35 Unrealized +18.8%
TFC TRUIST FINL CORP 0.2%
Value $2.949M Shares 59,924 Est. Cost $39.88 Unrealized +14.8%
CMI CUMMINS INC 0.2%
Value $2.924M Shares 5,729 Est. Cost $118.73 Unrealized +292.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value $2.893M Shares 8,629 Est. Cost $165.09 Unrealized
XLE STATE STREET ENERGY SELECT 0.2%
Value $2.855M Shares 63,846 Est. Cost $52.68 Unrealized
CTVA CORTEVA INC 0.2%
Value $2.814M Shares 41,986 Est. Cost $55.05 Unrealized +17.2%
MO ALTRIA GROUP INC 0.2%
Value $2.81M Shares 48,726 Est. Cost $37.44 Unrealized +58.6%
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value $2.808M Shares 65,767 Est. Cost $51.22 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value $2.752M Shares 15,673 Est. Cost $190.44 Unrealized -5.3%
TJX TJX COS INC NEW 0.2%
Value $2.718M Shares 17,693 Est. Cost $59.70 Unrealized +147.4%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value $2.699M Shares 10,925 Est. Cost $184.33 Unrealized +36.5%
ETN EATON CORP PLC 0.2%
Value $2.692M Shares 8,451 Est. Cost $111.28 Unrealized +218.5%
BHP BHP GROUP LIMITED 0.2%
Value $2.645M Shares 43,817 Est. Cost $54.95 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value $2.58M Shares 25,828 Est. Cost $94.71 Unrealized +0.0%
MU MICRON TECHNOLOGY INC 0.2%
Value $2.579M Shares 9,035 Est. Cost $198.59 Unrealized +15.5%
MUR MURPHY OIL CORP 0.2%
Value $2.508M Shares 80,266 Est. Cost $29.91 Unrealized -1.0%
MCD MCDONALDS CORP 0.2%
Value $2.505M Shares 8,197 Est. Cost $134.14 Unrealized +127.4%
ON ON SEMICONDUCTOR CORP 0.2%
Value $2.503M Shares 46,222 Est. Cost $61.42 Unrealized -16.5%
CTRA COTERRA ENERGY INC 0.2%
Value $2.446M Shares 92,916 Est. Cost $18.66 Unrealized +34.5%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value $2.413M Shares 3,126 Est. Cost $678.68 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF (MKT) 0.2%
Value $2.403M Shares 9,317 Est. Cost $189.20 Unrealized
ZS ZSCALER INC 0.2%
Value $2.39M Shares 10,628 Est. Cost $251.59 Unrealized +12.2%
AVAV AEROVIRONMENT INC 0.2%
Value $2.372M Shares 9,807 Est. Cost $166.90 Unrealized +88.4%
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value $2.267M Shares 30,856 Est. Cost $52.29 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value $2.263M Shares 10,684 Est. Cost $116.98 Unrealized
NDAQ NASDAQ INC 0.2%
Value $2.244M Shares 23,106 Est. Cost $89.74 Unrealized 0.0%
SU SUNCOR ENERGY INC 0.1%
Value $2.243M Shares 50,569 Est. Cost $31.59 Unrealized +33.8%
NOW SERVICENOW INC COM 0.1%
Value $2.236M Shares 14,595 Est. Cost $175.12 Unrealized -2.0%
KMB KIMBERLY CLARK CORP 0.1%
Value $2.214M Shares 21,948 Est. Cost $98.99 Unrealized +9.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $2.166M Shares 40,164 Est. Cost $42.50 Unrealized +11.8%
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value $2.145M Shares 21,375 Est. Cost $100.36 Unrealized
SLV ISHARES SILVER TRUST (MKT) 0.1%
Value $2.11M Shares 32,749 Est. Cost $27.14 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value $2.071M Shares 7,421 Est. Cost $144.51 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.1%
Value $2.063M Shares 11,631 Est. Cost $88.03 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value $2.027M Shares 6,712 Est. Cost $133.42 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $2.009M Shares 5,968 Est. Cost $170.25 Unrealized +100.2%
EMR EMERSON ELECTRIC CO 0.1%
Value $1.998M Shares 15,058 Est. Cost $46.08 Unrealized +187.3%
IWB ISHARES RUSSELL 1000 (MKT) 0.1%
Value $1.908M Shares 5,108 Est. Cost $132.80 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value $1.884M Shares 19,569 Est. Cost $72.32 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $1.83M Shares 19,548 Est. Cost $39.64 Unrealized +127.1%
USB US BANCORP DEL 0.1%
Value $1.791M Shares 33,564 Est. Cost $33.96 Unrealized +43.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value $1.788M Shares 11,147 Est. Cost $59.98 Unrealized +156.0%
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value $1.755M Shares 12,434 Est. Cost $88.94 Unrealized
D DOMINION ENERGY INC 0.1%
Value $1.687M Shares 28,792 Est. Cost $53.38 Unrealized +11.9%
IAU ISHARES GOLD TRUST 0.1%
Value $1.678M Shares 20,676 Est. Cost $33.71 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $1.678M Shares 18,961 Est. Cost $84.01 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $1.634M Shares 4,418 Est. Cost $64.12 Unrealized +456.7%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value $1.633M Shares 13,247 Est. Cost $83.66 Unrealized
SLB SLB LIMITED 0.1%
Value $1.588M Shares 41,375 Est. Cost $36.48 Unrealized -1.2%
ALL ALLSTATE CORP 0.1%
Value $1.584M Shares 7,610 Est. Cost $85.39 Unrealized +139.0%
AMAT APPLIED MATERIALS INC 0.1%
Value $1.578M Shares 6,142 Est. Cost $37.10 Unrealized +545.5%
FANG DIAMONDBACK ENERGY INC 0.1%
Value $1.526M Shares 10,154 Est. Cost $136.31 Unrealized +7.9%
NUE NUCOR CORP 0.1%
Value $1.521M Shares 9,328 Est. Cost $44.05 Unrealized +240.0%
GPC GENUINE PARTS CO 0.1%
Value $1.49M Shares 12,118 Est. Cost $104.67 Unrealized +22.9%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value $1.471M Shares 2,362 Est. Cost $256.11 Unrealized +142.6%
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value $1.432M Shares 22,000 Est. Cost $82.56 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value $1.384M Shares 5,382 Est. Cost $137.86 Unrealized +92.1%
DRI DARDEN RESTAURANTS INC 0.1%
Value $1.379M Shares 7,494 Est. Cost $57.66 Unrealized +215.8%
EOG EOG RESOURCES INC 0.1%
Value $1.37M Shares 13,051 Est. Cost $102.24 Unrealized +4.9%
BA BOEING CO DEP CONV 0.1%
Value $1.364M Shares 6,281 Est. Cost $145.97 Unrealized +40.9%
TRMB TRIMBLE INC 0.1%
Value $1.275M Shares 16,273 Est. Cost $45.25 Unrealized +76.1%
ITT ITT INC 0.1%
Value $1.191M Shares 6,867 Est. Cost $62.03 Unrealized +188.9%
IYC ISHARES US CONSUMER SERVICES 0.1%
Value $1.156M Shares 11,212 Est. Cost $94.10 Unrealized
NVS NOVARTIS AG 0.1%
Value $1.146M Shares 8,313 Est. Cost $76.78 Unrealized
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value $1.128M Shares 27,951 Est. Cost $39.76 Unrealized
T AT&T INC 0.1%
Value $1.125M Shares 45,272 Est. Cost $16.48 Unrealized +53.4%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.1%
Value $1.12M Shares 10,431 Est. Cost $113.08 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $1.118M Shares 14,146 Est. Cost $64.83 Unrealized +20.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value $1.116M Shares 13,449 Est. Cost $52.03 Unrealized +43.5%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value $1.096M Shares 4,987 Est. Cost $101.57 Unrealized
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value $1.076M Shares 7,265 Est. Cost $112.61 Unrealized
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.1%
Value $1.076M Shares 23,144 Est. Cost $48.22 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $1.076M Shares 3,966 Est. Cost $47.37 Unrealized +429.1%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value $1.03M Shares 5,280 Est. Cost $148.85 Unrealized +31.0%
IEFA ISHARES CORE MSCI EAFE 0.1%
Value $999K Shares 11,172 Est. Cost $71.27 Unrealized
TROW T ROWE PRICE GROUP INC 0.1%
Value $995K Shares 9,721 Est. Cost $97.97 Unrealized +4.3%
OZK BANK OZK 0.1%
Value $993K Shares 21,574 Est. Cost $34.57 Unrealized +33.8%
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value $990K Shares 7,863 Est. Cost $54.80 Unrealized
CB CHUBB LIMITED 0.1%
Value $961K Shares 3,079 Est. Cost $115.80 Unrealized +152.5%
VLO VALERO ENERGY CORP SR GLBL 0.1%
Value $958K Shares 5,886 Est. Cost $102.26 Unrealized +65.1%
ZTS ZOETIS INC 0.1%
Value $896K Shares 7,120 Est. Cost $87.62 Unrealized +48.7%
IDU ISHARES US UTILITIES (MKT) 0.1%
Value $867K Shares 8,001 Est. Cost $103.15 Unrealized
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value $866K Shares 2,902 Est. Cost $123.72 Unrealized
DON WISDOMTREE US MIDCAP DIVIDEND 0.1%
Value $849K Shares 16,454 Est. Cost $51.70 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value $840K Shares 8,198 Est. Cost $96.83 Unrealized +3.4%
MPC MARATHON PETE CORP 0.1%
Value $830K Shares 5,101 Est. Cost $68.64 Unrealized +171.6%
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value $807K Shares 12,065 Est. Cost $85.08 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $788K Shares 8,207 Est. Cost $77.53 Unrealized +25.3%
ENB ENBRIDGE INC 0.1%
Value $784K Shares 16,382 Est. Cost $24.04 Unrealized +95.9%
SYK STRYKER CORP 0.1%
Value $783K Shares 2,229 Est. Cost $361.13 Unrealized +0.6%
CBSH COMMERCE BANCSHARES INC 0.1%
Value $777K Shares 14,844 Est. Cost $44.41 Unrealized +17.4%
VOX VANGUARD COMMUNICATION SRVCS 0.1%
Value $764K Shares 3,948 Est. Cost $94.41 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value $755K Shares 1 Est. Cost $394223.03 Unrealized +89.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value $751K Shares 5,318 Est. Cost $149.99 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value $736K Shares 2,082 Est. Cost $122.97 Unrealized +176.5%
EXC EXELON CORP 0.0%
Value $732K Shares 16,782 Est. Cost $23.55 Unrealized +93.0%
MCK MCKESSON CORP 0.0%
Value $726K Shares 885 Est. Cost $261.12 Unrealized +212.3%
HUBS HUBSPOT INC 0.0%
Value $723K Shares 1,802 Est. Cost $414.24 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value $716K Shares 2,600 Est. Cost $66.62 Unrealized +288.7%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value $706K Shares 2,453 Est. Cost $135.18 Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value $693K Shares 11,178 Est. Cost $43.89 Unrealized +29.2%
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value $680K Shares 5,275 Est. Cost $88.36 Unrealized
C CITIGROUP INC 0.0%
Value $661K Shares 5,663 Est. Cost $41.86 Unrealized +147.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $649K Shares 1,966 Est. Cost $389.80 Unrealized -13.5%
BF/B BROWN-FORMAN CORP 0.0%
Value $638K Shares 24,489 Est. Cost $61.10 Unrealized -54.2%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $637K Shares 4,136 Est. Cost $94.05 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $626K Shares 471 Est. Cost $1248.38 Unrealized +5.0%
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value $625K Shares 1,587 Est. Cost $138.56 Unrealized
GLW CORNING INC 0.0%
Value $619K Shares 7,069 Est. Cost $20.39 Unrealized +321.6%
FICO FAIR ISAAC CORP 0.0%
Value $619K Shares 366 Est. Cost $1766.92 Unrealized -2.6%
ECL ECOLAB INC 0.0%
Value $617K Shares 2,352 Est. Cost $198.29 Unrealized +34.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $614K Shares 1,077 Est. Cost $315.62 Unrealized +83.4%
ALC ALCON INC 0.0%
Value $613K Shares 7,784 Est. Cost $69.33 Unrealized +11.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $611K Shares 1,372 Est. Cost $424.08 Unrealized +9.0%
PR PERMIAN RESOURCES CORP 0.0%
Value $604K Shares 43,050 Est. Cost $11.10 Unrealized +21.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $597K Shares 2,068 Est. Cost $108.77 Unrealized +165.3%
WFC WELLS FARGO & CO 0.0%
Value $593K Shares 6,359 Est. Cost $31.61 Unrealized +174.0%
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value $578K Shares 1,400 Est. Cost $83.45 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $570K Shares 1,941 Est. Cost $181.64 Unrealized +58.8%
HRL HORMEL FOODS CORP 0.0%
Value $567K Shares 23,922 Est. Cost $28.17 Unrealized -17.3%
IGIB ISHARES INTERMEDIATE-TERM 0.0%
Value $561K Shares 10,406 Est. Cost $60.86 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $553K Shares 2,136 Est. Cost $179.59 Unrealized +47.1%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value $550K Shares 4,117 Est. Cost $62.84 Unrealized
KBE STATE STREET SPDR S&P BANK ETF 0.0%
Value $548K Shares 9,027 Est. Cost $42.69 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $546K Shares 3,190 Est. Cost $74.98 Unrealized +107.2%
VMC VULCAN MATERIALS CO 0.0%
Value $542K Shares 1,900 Est. Cost $113.46 Unrealized +158.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $529K Shares 10,017 Est. Cost $17.13 Unrealized +224.1%
INTU INTUIT 0.0%
Value $525K Shares 793 Est. Cost $524.51 Unrealized +26.0%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value $522K Shares 3,698 Est. Cost $110.95 Unrealized
CMCSA COMCAST CORP 0.0%
Value $520K Shares 17,395 Est. Cost $39.07 Unrealized -27.0%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value $499K Shares 3,475 Est. Cost $88.15 Unrealized
SLI STANDARD LITHIUM LTD 0.0%
Value $497K Shares 111,236 Est. Cost $3.62 Unrealized +16.9%
NEM NEWMONT GOLDCORP 0.0%
Value $490K Shares 4,911 Est. Cost $53.69 Unrealized +68.0%
YUM YUM! BRANDS INC 0.0%
Value $490K Shares 3,239 Est. Cost $65.46 Unrealized +125.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $489K Shares 2,283 Est. Cost $111.51 Unrealized +101.4%
EAT BRINKER INTERNATIONAL INC 0.0%
Value $484K Shares 3,375 Est. Cost $59.58 Unrealized +119.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $477K Shares 7,518 Est. Cost $86.39 Unrealized -19.6%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $476K Shares 2,251 Est. Cost $141.07 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value $470K Shares 5,380 Est. Cost $47.48 Unrealized +88.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $468K Shares 1,324 Est. Cost $310.37 Unrealized +17.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $467K Shares 915 Est. Cost $451.41 Unrealized +16.7%
EXE EXPAND ENERGY CORPORATION 0.0%
Value $456K Shares 4,130 Est. Cost $104.00 Unrealized +6.4%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value $453K Shares 1,490 Est. Cost $140.88 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value $451K Shares 2,675 Est. Cost $161.33 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $445K Shares 6,006 Est. Cost $73.40 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER 0.0%
Value $441K Shares 9,629 Est. Cost $28.41 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value $438K Shares 1,964 Est. Cost $124.82 Unrealized +82.1%
IYE ISHARES US ENERGY (MKT) 0.0%
Value $433K Shares 9,116 Est. Cost $35.18 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value $433K Shares 1,385 Est. Cost $292.36 Unrealized +11.6%
BP BP PLC 0.0%
Value $424K Shares 12,195 Est. Cost $36.26 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $423K Shares 9,089 Est. Cost $43.39 Unrealized +9.4%
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value $421K Shares 2,825 Est. Cost $42.48 Unrealized +219.3%
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value $418K Shares 10,680 Est. Cost $35.41 Unrealized
CWEN CLEARWAY ENERGY INC 0.0%
Value $416K Shares 12,500 Est. Cost $25.85 Unrealized +27.7%
DKS DICK'S SPORTING GOODS INC 0.0%
Value $412K Shares 2,080 Est. Cost $104.32 Unrealized +108.1%
KMI KINDER MORGAN INC 0.0%
Value $400K Shares 14,547 Est. Cost $15.13 Unrealized +77.9%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value $397K Shares 1,370 Est. Cost $182.77 Unrealized +53.5%
UBS UBS GROUP AG SHS 0.0%
Value $397K Shares 8,567 Est. Cost $21.19 Unrealized +90.7%
MCO MOODYS CORP 0.0%
Value $396K Shares 776 Est. Cost $388.14 Unrealized +25.6%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value $385K Shares 2,080 Est. Cost $114.46 Unrealized
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value $385K Shares 8,056 Est. Cost $53.74 Unrealized
INTC INTEL CORP 0.0%
Value $381K Shares 10,320 Est. Cost $29.97 Unrealized +26.0%
FDX FEDEX CORP SR NT 0.0%
Value $378K Shares 1,307 Est. Cost $172.12 Unrealized +52.0%
RSG REPUBLIC SERVICES INC 0.0%
Value $376K Shares 1,776 Est. Cost $106.24 Unrealized +102.0%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $366K Shares 3,845 Est. Cost $79.01 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value $365K Shares 7,559 Est. Cost $56.22 Unrealized
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value $355K Shares 7,108 Est. Cost $39.49 Unrealized +25.3%
SHOP SHOPIFY INC 0.0%
Value $352K Shares 2,189 Est. Cost $97.26 Unrealized +65.1%
SPGI S&P GLOBAL INC 0.0%
Value $348K Shares 665 Est. Cost $346.04 Unrealized +42.8%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $345K Shares 12,745 Est. Cost $11.65 Unrealized +117.8%
NFLX NETFLIX INC 0.0%
Value $345K Shares 3,675 Est. Cost $101.71 Unrealized +6.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $340K Shares 2,840 Est. Cost $70.05 Unrealized +63.9%
PKG PACKAGING CORP AMERICA 0.0%
Value $338K Shares 1,638 Est. Cost $111.34 Unrealized +81.8%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value $328K Shares 5,540 Est. Cost $32.74 Unrealized +68.1%
CSX CSX CORP 0.0%
Value $315K Shares 8,696 Est. Cost $26.45 Unrealized +35.0%
AZN ASTRAZENECA PLC 0.0%
Value $314K Shares 3,415 Est. Cost $68.13 Unrealized
MMM 3M CO 0.0%
Value $311K Shares 1,945 Est. Cost $119.40 Unrealized +36.7%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value $309K Shares 1,256 Est. Cost $146.13 Unrealized +69.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $306K Shares 3,887 Est. Cost $81.23 Unrealized
KRE STATE STREET SPDR S&P REGIONAL 0.0%
Value $304K Shares 4,694 Est. Cost $46.03 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE 0.0%
Value $301K Shares 11,076 Est. Cost $39.71 Unrealized
AOS SMITH A O CORP 0.0%
Value $301K Shares 4,500 Est. Cost $39.58 Unrealized +70.4%
BLK BLACKROCK INC 0.0%
Value $300K Shares 280 Est. Cost $988.27 Unrealized +10.2%
GLD SPDR GOLD SHARES (MKT) 0.0%
Value $289K Shares 730 Est. Cost $396.31 Unrealized
JBL JABIL CIRCUIT INC 0.0%
Value $288K Shares 1,265 Est. Cost $161.93 Unrealized +31.7%
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value $285K Shares 1,344 Est. Cost $193.00 Unrealized
NTNX NUTANIX INC 0.0%
Value $283K Shares 5,470 Est. Cost $63.13 Unrealized -3.2%
KEX KIRBY CORP 0.0%
Value $280K Shares 2,543 Est. Cost $55.05 Unrealized +84.7%
SRE SEMPRA FXD 0.0%
Value $279K Shares 3,157 Est. Cost $66.85 Unrealized +35.4%
HSY HERSHEY CO 0.0%
Value $278K Shares 1,526 Est. Cost $132.48 Unrealized +37.5%
GRMN GARMIN LTD 0.0%
Value $267K Shares 1,315 Est. Cost $116.53 Unrealized +86.0%
UPS UNITED PARCEL SERVICE 0.0%
Value $266K Shares 2,683 Est. Cost $78.33 Unrealized +18.4%
CVS CVS HEALTH CORPORATION 0.0%
Value $264K Shares 3,328 Est. Cost $66.79 Unrealized +17.8%
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value $255K Shares 1,228 Est. Cost $121.00 Unrealized
VUZI VUZIX CORP COM 0.0%
Value $253K Shares 66,800 Est. Cost $3.83 Unrealized -17.9%
CNP CENTERPOINT ENERGY INC 0.0%
Value $249K Shares 6,482 Est. Cost $33.25 Unrealized +16.9%
MDLZ MONDELEZ INTL INC 0.0%
Value $247K Shares 4,591 Est. Cost $48.45 Unrealized +17.8%
DVN DEVON ENERGY CORP 0.0%
Value $242K Shares 6,600 Est. Cost $32.20 Unrealized +7.8%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $241K Shares 620 Est. Cost $283.56 Unrealized +45.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $240K Shares 511 Est. Cost $509.22 Unrealized 0.0%
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value $239K Shares 3,346 Est. Cost $71.41 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $237K Shares 608 Est. Cost $343.44 Unrealized +9.3%
VRT VERTIV HOLDINGS CO 0.0%
Value $236K Shares 1,454 Est. Cost $97.15 Unrealized +78.7%
DXCM DEXCOM INC 0.0%
Value $235K Shares 3,545 Est. Cost $106.37 Unrealized -39.2%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value $232K Shares 10,000 Est. Cost $20.17 Unrealized
VGUS VANGUARD ULTRA-SHORT TREASURY 0.0%
Value $225K Shares 2,977 Est. Cost $75.66 Unrealized
VGIT VANGUARD INTER-TRM TREAS INDEX 0.0%
Value $218K Shares 3,635 Est. Cost $59.93 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $217K Shares 4,340 Est. Cost $53.71 Unrealized 0.0%
LYV LIVE NATION INC 0.0%
Value $214K Shares 1,501 Est. Cost $94.54 Unrealized +52.0%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.0%
Value $211K Shares 1,974 Est. Cost $107.11 Unrealized
GWW WW GRAINGER INC 0.0%
Value $211K Shares 209 Est. Cost $756.34 Unrealized +28.1%
VOO VANGUARD S&P 500 ETF 0.0%
Value $208K Shares 332 Est. Cost $568.03 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value $206K Shares 3,404 Est. Cost $42.53 Unrealized
HELO JPMORGAN HEDGED EQUITY LDRD 0.0%
Value $205K Shares 3,085 Est. Cost $66.43 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $116K Shares 28,000 Est. Cost $5.46 Unrealized -28.9%