Simmons Bank Diversified Active

Location: Pine Bluff, AR

CIK: 0001674486 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

Total Value: $1.493B (100.0% shares, 0.0% debt)

Holdings (343)

ORLY O REILLY AUTOMOTIVE INC 9.6%
Value $143M Shares 1,550,021 Est. Cost $86.47 Unrealized +9.8%
NVDA NVIDIA CORP 3.7%
Value $54.6M Shares 313,063 Est. Cost $92.15 Unrealized +102.5%
SPY STATE STREET SPDR S&P 500 ETF 3.1%
Value $46.58M Shares 71,620 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 2.5%
Value $37.14M Shares 100,322 Est. Cost $105.23 Unrealized +313.0%
AAPL APPLE INC 2.2%
Value $33.12M Shares 130,494 Est. Cost $108.43 Unrealized +142.4%
IWF ISHARES RUSSELL 1000 GROWTH 2.1%
Value $32.01M Shares 75,072 Est. Cost $116.39 Unrealized
GOOGL ALPHABET INC SR 1.9%
Value $28.02M Shares 97,450 Est. Cost $112.22 Unrealized +188.1%
WMT WALMART INC 1.8%
Value $26.78M Shares 215,468 Est. Cost $48.16 Unrealized +153.4%
AMZN AMAZON COM INC 1.7%
Value $25.94M Shares 124,531 Est. Cost $128.43 Unrealized +76.6%
SFNC SIMMONS 1ST NATL CORP 1.7%
Value $25.82M Shares 1,327,365 Est. Cost $22.85 Unrealized -10.8%
VEA VANGUARD FTSE DEVELOPED MARKETS 1.7%
Value $25.46M Shares 397,336 Est. Cost $37.87 Unrealized
HDV ISHARES HIGH DIVIDEND (MKT) 1.6%
Value $23.91M Shares 176,184 Est. Cost $91.44 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.6%
Value $23.56M Shares 189,522 Est. Cost $90.98 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.4%
Value $21.19M Shares 73,772 Est. Cost $134.04 Unrealized
CAT CATERPILLAR INC 1.2%
Value $18.61M Shares 26,265 Est. Cost $152.93 Unrealized +347.5%
XOM EXXON MOBIL CORP 1.2%
Value $18.6M Shares 109,648 Est. Cost $58.34 Unrealized +137.8%
JPM JP MORGAN CHASE & CO 1.2%
Value $18.49M Shares 62,849 Est. Cost $83.58 Unrealized +272.6%
CVX CHEVRON CORP NEW 1.2%
Value $17.76M Shares 85,860 Est. Cost $85.68 Unrealized +100.6%
IJH ISHARES CORE S&P MID-CAP (MKT) 1.2%
Value $17.5M Shares 259,098 Est. Cost $109.24 Unrealized
META META PLATFORMS INC 1.2%
Value $17.49M Shares 30,573 Est. Cost $194.70 Unrealized +236.7%
QQQ INVESCO QQQ TRUST 1.1%
Value $16.36M Shares 28,352 Est. Cost $181.70 Unrealized
XLK STATE STREET TECHNOLOGY SELECT 1.1%
Value $15.72M Shares 118,292 Est. Cost $113.33 Unrealized
MDY STATE STREET SPDR S&P MIDCAP 400 1.0%
Value $15.09M Shares 24,461 Est. Cost $340.94 Unrealized
GS GOLDMAN SACHS GROUP INC 1.0%
Value $14.99M Shares 17,714 Est. Cost $226.77 Unrealized +311.3%
IWM ISHARES RUSSELL 2000 (MKT) 1.0%
Value $14.34M Shares 57,834 Est. Cost $176.77 Unrealized
PSX PHILLIPS 66 0.9%
Value $13.71M Shares 75,232 Est. Cost $78.20 Unrealized +88.1%
COST COSTCO WHOLESALE CORP NEW 0.8%
Value $12.68M Shares 12,730 Est. Cost $352.54 Unrealized +173.4%
VWO VANGUARD EMERGING MARKETS STOCK 0.8%
Value $12.26M Shares 226,910 Est. Cost $38.63 Unrealized
DE DEERE & CO 0.8%
Value $12.2M Shares 21,651 Est. Cost $192.23 Unrealized +186.8%
IVV ISHARES CORE S&P 500 (MKT) 0.8%
Value $11.71M Shares 17,922 Est. Cost $294.93 Unrealized
BAC BANK OF AMERICA CORP 0.8%
Value $11.47M Shares 235,360 Est. Cost $26.64 Unrealized +101.4%
ABBV ABBVIE INC SR NT 0.8%
Value $11.41M Shares 52,462 Est. Cost $65.18 Unrealized +241.5%
NEE NEXTERA ENERGY INC 0.8%
Value $11.3M Shares 121,691 Est. Cost $61.99 Unrealized +40.6%
CSCO CISCO SYSTEMS INC 0.8%
Value $11.29M Shares 145,555 Est. Cost $35.94 Unrealized +116.8%
EFA ISHARES MSCI EAFE (MKT) 0.7%
Value $10.77M Shares 110,845 Est. Cost $62.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value $10.61M Shares 22,140 Est. Cost $221.69 Unrealized +122.6%
LMT LOCKHEED MARTIN CORP 0.6%
Value $9.52M Shares 15,751 Est. Cost $339.22 Unrealized +77.1%
KLAC KLA-TENCOR CORP 0.6%
Value $9.036M Shares 6,137 Est. Cost $299.99 Unrealized +387.4%
ORCL ORACLE CORP 0.6%
Value $8.892M Shares 60,444 Est. Cost $69.06 Unrealized +145.6%
HD HOME DEPOT INC 0.6%
Value $8.768M Shares 26,658 Est. Cost $163.02 Unrealized +131.2%
AMGN AMGEN INC 0.6%
Value $8.735M Shares 24,825 Est. Cost $191.31 Unrealized +82.8%
SDY STATE STREET SPDR S&P DIVIDEND 0.6%
Value $8.623M Shares 59,083 Est. Cost $83.94 Unrealized
MRK MERCK & CO INC 0.6%
Value $8.576M Shares 71,297 Est. Cost $44.67 Unrealized +155.8%
JNJ JOHNSON & JOHNSON 0.6%
Value $8.37M Shares 34,243 Est. Cost $114.76 Unrealized +98.6%
KO COCA COLA CO SR GLBL NT 0.6%
Value $8.342M Shares 109,686 Est. Cost $36.22 Unrealized +106.4%
ISRG INTUITIVE SURGICAL INC 0.5%
Value $8.2M Shares 17,788 Est. Cost $311.28 Unrealized +67.4%
VV VANGUARD LARGE CAP ETF (MKT) 0.5%
Value $7.931M Shares 26,540 Est. Cost $129.64 Unrealized
SO SOUTHERN CO 0.5%
Value $7.887M Shares 81,719 Est. Cost $56.79 Unrealized +57.7%
DELL DELL TECHNOLOGIES INC COM 0.5%
Value $7.829M Shares 47,700 Est. Cost $114.75 Unrealized +3.7%
GSBC GREAT SOUTHN BANCORP INC 0.5%
Value $7.562M Shares 119,791 Est. Cost $52.50 Unrealized +19.9%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $7.501M Shares 149,414 Est. Cost $31.42 Unrealized +39.4%
PEP PEPSICO INC 0.5%
Value $7.496M Shares 48,268 Est. Cost $103.79 Unrealized +49.1%
GEV GE VERNOVA INC 0.5%
Value $7.364M Shares 8,436 Est. Cost $436.41 Unrealized +68.9%
AVGO BROADCOM INC SR GLBL 0.5%
Value $7.291M Shares 23,556 Est. Cost $177.39 Unrealized +88.4%
PG PROCTER & GAMBLE CO 0.5%
Value $7.227M Shares 50,034 Est. Cost $78.07 Unrealized +94.4%
LLY ELI LILLY & CO 0.5%
Value $7.16M Shares 7,784 Est. Cost $228.29 Unrealized +358.7%
GOOG ALPHABET INC SR 0.5%
Value $7.071M Shares 24,648 Est. Cost $111.74 Unrealized +189.7%
IYW ISHARES US TECHNOLOGY (MKT) 0.5%
Value $7.004M Shares 38,605 Est. Cost $99.75 Unrealized
VUG VANGUARD GROWTH ETF (MKT) 0.5%
Value $6.946M Shares 15,903 Est. Cost $144.99 Unrealized
XLI STATE STREET INDUSTRIAL SELECT 0.4%
Value $6.189M Shares 38,266 Est. Cost $78.31 Unrealized
VTV VANGUARD VALUE INDEX FUND ETF 0.4%
Value $6.144M Shares 31,317 Est. Cost $92.44 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 0.4%
Value $5.902M Shares 30,753 Est. Cost $168.33 Unrealized
DHR DANAHER CORP 0.4%
Value $5.671M Shares 29,908 Est. Cost $133.13 Unrealized +68.8%
RTX RTX CORPORATION 0.4%
Value $5.541M Shares 28,724 Est. Cost $58.24 Unrealized +237.6%
ICE INTERCONTINENTALEXCHANGE GROUP 0.4%
Value $5.439M Shares 34,583 Est. Cost $94.93 Unrealized +73.8%
PH PARKER HANNIFIN CORP 0.4%
Value $5.413M Shares 6,047 Est. Cost $444.88 Unrealized +115.3%
GILD GILEAD SCIENCES INC 0.4%
Value $5.327M Shares 38,221 Est. Cost $58.92 Unrealized +134.8%
ETN EATON CORP PLC 0.3%
Value $5.172M Shares 14,459 Est. Cost $211.98 Unrealized +66.8%
XLV STATE STREET HEALTH CARE SELECT 0.3%
Value $5.147M Shares 35,106 Est. Cost $99.00 Unrealized
XLF STATE STREET FINANCIAL SELECT 0.3%
Value $5.093M Shares 103,150 Est. Cost $27.66 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value $4.938M Shares 20,900 Est. Cost $78.48 Unrealized +245.9%
XLY STATE STREET CONSUMER 0.3%
Value $4.881M Shares 44,789 Est. Cost $118.79 Unrealized
CME CME GROUP INC 0.3%
Value $4.779M Shares 16,180 Est. Cost $154.94 Unrealized +86.7%
DUK DUKE ENERGY CORP 0.3%
Value $4.732M Shares 36,141 Est. Cost $76.39 Unrealized +58.2%
TSLA TESLA INC 0.3%
Value $4.731M Shares 12,727 Est. Cost $203.22 Unrealized +109.6%
ETR ENTERGY CORP NEW 0.3%
Value $4.553M Shares 40,518 Est. Cost $48.24 Unrealized +101.9%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value $4.461M Shares 78,549 Est. Cost $38.24 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $4.415M Shares 8,983 Est. Cost $416.40 Unrealized +38.0%
LIN LINDE PLC 0.3%
Value $4.274M Shares 8,621 Est. Cost $342.69 Unrealized +34.2%
DIS DISNEY WALT CO 0.3%
Value $4.226M Shares 43,846 Est. Cost $108.69 Unrealized +0.7%
UNP UNION PAC CORP 0.3%
Value $4.217M Shares 17,383 Est. Cost $117.05 Unrealized +107.9%
PFE PFIZER INC 0.3%
Value $4.201M Shares 149,603 Est. Cost $23.40 Unrealized +11.9%
ASML ASML HOLDING NV 0.3%
Value $4.145M Shares 3,138 Est. Cost $689.24 Unrealized
CRM SALESFORCE 0.3%
Value $3.912M Shares 20,958 Est. Cost $200.53 Unrealized +7.6%
VGT VANGUARD INFORMATION TECHNOLOGY 0.3%
Value $3.872M Shares 5,550 Est. Cost $211.67 Unrealized
V VISA INC SR NT 0.3%
Value $3.819M Shares 12,636 Est. Cost $136.30 Unrealized +141.5%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $3.796M Shares 15,660 Est. Cost $136.42 Unrealized +108.1%
WM WASTE MANAGEMENT INC 0.3%
Value $3.759M Shares 16,358 Est. Cost $209.12 Unrealized +8.1%
TXN TEXAS INSTRS INC 0.3%
Value $3.748M Shares 19,307 Est. Cost $137.87 Unrealized +49.6%
XLC STATE STREET COMMUNICATION 0.3%
Value $3.741M Shares 33,749 Est. Cost $54.74 Unrealized
CTVA CORTEVA INC 0.3%
Value $3.737M Shares 44,640 Est. Cost $56.10 Unrealized +29.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value $3.704M Shares 23,104 Est. Cost $185.85 Unrealized -7.4%
NFLX NETFLIX INC 0.2%
Value $3.7M Shares 38,485 Est. Cost $85.54 Unrealized -2.0%
XLP STATE STREET CONSUMER STAPLES 0.2%
Value $3.664M Shares 44,698 Est. Cost $61.96 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $3.645M Shares 27,809 Est. Cost $67.48 Unrealized +78.6%
TSN TYSON FOODS INC 0.2%
Value $3.631M Shares 56,676 Est. Cost $53.19 Unrealized +17.1%
MO ALTRIA GROUP INC 0.2%
Value $3.613M Shares 54,748 Est. Cost $40.25 Unrealized +56.6%
MA MASTERCARD INC 0.2%
Value $3.504M Shares 7,013 Est. Cost $303.46 Unrealized +77.6%
IWV ISHARES RUSSELL 3000 (MKT) 0.2%
Value $3.47M Shares 9,363 Est. Cost $171.91 Unrealized
FLEX FLEX LTD 0.2%
Value $3.465M Shares 52,936 Est. Cost $40.14 Unrealized +59.4%
ABT ABBOTT LABORATORIES 0.2%
Value $3.461M Shares 33,707 Est. Cost $58.67 Unrealized +96.7%
XLE STATE STREET ENERGY SELECT 0.2%
Value $3.42M Shares 55,833 Est. Cost $52.68 Unrealized
CBRE CBRE GROUP INC 0.2%
Value $3.387M Shares 25,000 Est. Cost $82.54 Unrealized +95.5%
AMAT APPLIED MATERIALS INC 0.2%
Value $3.311M Shares 9,686 Est. Cost $143.01 Unrealized +128.3%
UBER UBER TECHNOLOGIES INC 0.2%
Value $3.285M Shares 45,670 Est. Cost $73.77 Unrealized +6.7%
BHP BHP GROUP LIMITED 0.2%
Value $3.283M Shares 45,138 Est. Cost $55.47 Unrealized
SU SUNCOR ENERGY INC 0.2%
Value $3.282M Shares 49,638 Est. Cost $31.59 Unrealized +64.0%
CTRA COTERRA ENERGY INC 0.2%
Value $3.207M Shares 91,267 Est. Cost $18.66 Unrealized +51.8%
GSK GSK PLC 0.2%
Value $3.195M Shares 57,886 Est. Cost $36.25 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value $3.195M Shares 49,444 Est. Cost $52.27 Unrealized +45.0%
XYL XYLEM INC 0.2%
Value $3.166M Shares 26,493 Est. Cost $100.17 Unrealized +36.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $3.161M Shares 4,633 Est. Cost $590.43 Unrealized +14.1%
MUR MURPHY OIL CORP 0.2%
Value $3.155M Shares 76,474 Est. Cost $29.91 Unrealized +6.2%
AGG ISHARES CORE TOTAL US BOND 0.2%
Value $3.148M Shares 31,713 Est. Cost $104.14 Unrealized
ON ON SEMICONDUCTOR CORP 0.2%
Value $3.091M Shares 49,915 Est. Cost $61.62 Unrealized +4.1%
QCOM QUALCOMM INC 0.2%
Value $3.078M Shares 23,902 Est. Cost $49.56 Unrealized +210.5%
ULTA ULTA SALON COSMETICS & FRAG INC 0.2%
Value $3.059M Shares 5,852 Est. Cost $381.45 Unrealized +75.6%
MU MICRON TECHNOLOGY INC 0.2%
Value $3.056M Shares 9,045 Est. Cost $198.59 Unrealized +94.9%
NDAQ NASDAQ INC 0.2%
Value $3.052M Shares 35,948 Est. Cost $90.45 Unrealized +1.4%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value $3.049M Shares 3,946 Est. Cost $697.48 Unrealized +10.3%
CMI CUMMINS INC 0.2%
Value $3.037M Shares 5,645 Est. Cost $118.73 Unrealized +384.7%
SUSA ISHARES ESG OPTIMIZED MSCI USA 0.2%
Value $2.947M Shares 22,310 Est. Cost $95.55 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value $2.945M Shares 17,062 Est. Cost $189.16 Unrealized -7.6%
XLB STATE STREET MATERIALS SELECT 0.2%
Value $2.929M Shares 58,606 Est. Cost $55.44 Unrealized
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value $2.887M Shares 31,046 Est. Cost $52.29 Unrealized
TFC TRUIST FINL CORP 0.2%
Value $2.82M Shares 61,348 Est. Cost $40.14 Unrealized +27.4%
TJX TJX COS INC NEW 0.2%
Value $2.793M Shares 17,492 Est. Cost $59.70 Unrealized +158.3%
COP CONOCOPHILLIPS 0.2%
Value $2.728M Shares 20,668 Est. Cost $43.06 Unrealized +138.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value $2.711M Shares 8,452 Est. Cost $165.09 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value $2.697M Shares 58,768 Est. Cost $51.22 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value $2.684M Shares 9,238 Est. Cost $184.33 Unrealized +47.3%
VEEV VEEVA SYS INC 0.2%
Value $2.639M Shares 15,022 Est. Cost $221.10 Unrealized -7.8%
SCHW SCHWAB CHARLES CORP 0.2%
Value $2.619M Shares 27,871 Est. Cost $95.11 Unrealized +5.3%
VB VANGUARD SMALL CAP ETF (MKT) 0.2%
Value $2.502M Shares 9,553 Est. Cost $191.00 Unrealized
EQT EQT CORPORATION 0.2%
Value $2.478M Shares 38,943 Est. Cost $55.27 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.2%
Value $2.477M Shares 28,095 Est. Cost $48.09 Unrealized
MCD MCDONALDS CORP 0.2%
Value $2.47M Shares 7,948 Est. Cost $134.14 Unrealized +136.5%
SLB SLB LIMITED 0.2%
Value $2.366M Shares 46,044 Est. Cost $37.68 Unrealized +28.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value $2.262M Shares 10,411 Est. Cost $116.98 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $2.197M Shares 36,219 Est. Cost $42.50 Unrealized +35.1%
KMB KIMBERLY CLARK CORP 0.1%
Value $2.115M Shares 21,927 Est. Cost $98.99 Unrealized +4.1%
GD GENERAL DYNAMICS CORP 0.1%
Value $2.11M Shares 6,149 Est. Cost $175.68 Unrealized +101.8%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.1%
Value $2.066M Shares 11,211 Est. Cost $88.03 Unrealized
D DOMINION ENERGY INC 0.1%
Value $2.052M Shares 33,187 Est. Cost $54.47 Unrealized +13.1%
EMR EMERSON ELECTRIC CO 0.1%
Value $2.045M Shares 15,609 Est. Cost $49.70 Unrealized +198.8%
GLW CORNING INC 0.1%
Value $2.014M Shares 14,814 Est. Cost $68.12 Unrealized +63.9%
FANG DIAMONDBACK ENERGY INC 0.1%
Value $2.007M Shares 10,145 Est. Cost $136.31 Unrealized +17.3%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value $1.992M Shares 6,594 Est. Cost $133.42 Unrealized
EOG EOG RESOURCES INC 0.1%
Value $1.949M Shares 13,483 Est. Cost $102.55 Unrealized +9.3%
PHM PULTE GROUP INC 0.1%
Value $1.936M Shares 16,460 Est. Cost $131.41 Unrealized 0.0%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value $1.896M Shares 19,498 Est. Cost $72.32 Unrealized
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value $1.883M Shares 12,434 Est. Cost $88.94 Unrealized
AVAV AEROVIRONMENT INC 0.1%
Value $1.878M Shares 10,262 Est. Cost $172.64 Unrealized +71.7%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value $1.863M Shares 7,240 Est. Cost $144.51 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value $1.85M Shares 11,189 Est. Cost $59.98 Unrealized +193.3%
NOW SERVICENOW INC COM 0.1%
Value $1.812M Shares 17,334 Est. Cost $166.60 Unrealized -27.3%
IWB ISHARES RUSSELL 1000 (MKT) 0.1%
Value $1.804M Shares 5,060 Est. Cost $132.80 Unrealized
ZS ZSCALER INC 0.1%
Value $1.754M Shares 12,505 Est. Cost $242.84 Unrealized -20.4%
USB US BANCORP DEL 0.1%
Value $1.748M Shares 33,611 Est. Cost $33.96 Unrealized +66.8%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $1.669M Shares 18,811 Est. Cost $84.01 Unrealized
ALL ALLSTATE CORP 0.1%
Value $1.573M Shares 7,587 Est. Cost $85.39 Unrealized +137.7%
NUE NUCOR CORP 0.1%
Value $1.552M Shares 9,178 Est. Cost $44.05 Unrealized +305.2%
VLO VALERO ENERGY CORP SR GLBL 0.1%
Value $1.511M Shares 6,114 Est. Cost $105.54 Unrealized +80.1%
SLV ISHARES SILVER TRUST (MKT) 0.1%
Value $1.505M Shares 22,084 Est. Cost $27.14 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value $1.466M Shares 6,032 Est. Cost $244.56 Unrealized +18.5%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value $1.465M Shares 12,956 Est. Cost $83.66 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $1.391M Shares 7,096 Est. Cost $57.66 Unrealized +259.7%
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value $1.361M Shares 7,863 Est. Cost $54.80 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $1.338M Shares 4,423 Est. Cost $64.12 Unrealized +455.4%
GPC GENUINE PARTS CO 0.1%
Value $1.337M Shares 12,644 Est. Cost $105.87 Unrealized +26.1%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value $1.332M Shares 2,262 Est. Cost $256.11 Unrealized +158.1%
ADI ANALOG DEVICES INC 0.1%
Value $1.31M Shares 4,118 Est. Cost $57.29 Unrealized +451.9%
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value $1.298M Shares 21,060 Est. Cost $82.56 Unrealized
T AT&T INC 0.1%
Value $1.281M Shares 44,180 Est. Cost $16.48 Unrealized +56.2%
MPWR MONOLITHIC POWER SYSTEMS INC 0.1%
Value $1.275M Shares 1,166 Est. Cost $1104.63 Unrealized 0.0%
ITT ITT INC 0.1%
Value $1.268M Shares 6,657 Est. Cost $62.03 Unrealized +207.1%
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value $1.266M Shares 31,003 Est. Cost $39.87 Unrealized
NVS NOVARTIS AG 0.1%
Value $1.258M Shares 8,233 Est. Cost $76.78 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $1.246M Shares 5,101 Est. Cost $68.64 Unrealized +169.1%
SNDK SANDISK CORP 0.1%
Value $1.236M Shares 1,945 Est. Cost $516.50 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value $1.214M Shares 14,246 Est. Cost $64.83 Unrealized +36.9%
BA BOEING CO DEP CONV 0.1%
Value $1.186M Shares 5,961 Est. Cost $145.97 Unrealized +63.4%
HWM HOWMET AEROSPACE INC 0.1%
Value $1.156M Shares 5,017 Est. Cost $226.53 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.1%
Value $1.116M Shares 12,381 Est. Cost $98.66 Unrealized +2.6%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value $1.115M Shares 5,490 Est. Cost $139.88 Unrealized +72.2%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value $1.081M Shares 5,025 Est. Cost $101.57 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $1.079M Shares 5,050 Est. Cost $130.58 Unrealized +73.0%
TER TERADYNE INC 0.1%
Value $1.077M Shares 3,632 Est. Cost $265.87 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC 0.1%
Value $1.063M Shares 21,610 Est. Cost $47.30 Unrealized +13.4%
TRMB TRIMBLE INC 0.1%
Value $1.061M Shares 16,273 Est. Cost $45.25 Unrealized +56.9%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.1%
Value $1.041M Shares 9,754 Est. Cost $113.08 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.1%
Value $1.019M Shares 2,600 Est. Cost $66.62 Unrealized +465.1%
IYC ISHARES US CONSUMER SERVICES 0.1%
Value $1.014M Shares 10,461 Est. Cost $94.10 Unrealized
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value $994K Shares 6,739 Est. Cost $112.61 Unrealized
CB CHUBB LIMITED 0.1%
Value $992K Shares 3,043 Est. Cost $115.80 Unrealized +173.1%
OZK BANK OZK 0.1%
Value $990K Shares 21,574 Est. Cost $34.57 Unrealized +39.8%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value $940K Shares 4,159 Est. Cost $148.85 Unrealized +51.8%
PR PERMIAN RESOURCES CORP 0.1%
Value $918K Shares 43,050 Est. Cost $11.10 Unrealized +42.3%
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value $906K Shares 2,902 Est. Cost $123.72 Unrealized
IDU ISHARES US UTILITIES (MKT) 0.1%
Value $898K Shares 7,736 Est. Cost $103.15 Unrealized
ENB ENBRIDGE INC 0.1%
Value $888K Shares 16,410 Est. Cost $24.04 Unrealized +102.0%
PPG PPG INDUSTRIES INC 0.1%
Value $876K Shares 8,198 Est. Cost $96.83 Unrealized +20.7%
FCX FREEPORT-MCMORAN INC 0.1%
Value $834K Shares 14,189 Est. Cost $61.12 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE 0.1%
Value $826K Shares 9,127 Est. Cost $71.27 Unrealized
MCK MCKESSON CORP 0.1%
Value $816K Shares 943 Est. Cost $298.91 Unrealized +192.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value $815K Shares 13,285 Est. Cost $52.03 Unrealized +47.6%
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value $807K Shares 11,524 Est. Cost $85.08 Unrealized
EXC EXELON CORP 0.1%
Value $806K Shares 16,437 Est. Cost $23.55 Unrealized +91.7%
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.1%
Value $803K Shares 17,529 Est. Cost $48.22 Unrealized
SYK STRYKER CORP 0.1%
Value $752K Shares 2,289 Est. Cost $361.22 Unrealized +1.0%
MDT MEDTRONIC PLC 0.0%
Value $744K Shares 8,584 Est. Cost $78.50 Unrealized +26.8%
HRL HORMEL FOODS CORP 0.0%
Value $744K Shares 32,837 Est. Cost $27.10 Unrealized -10.6%
ACN ACCENTURE PLC 0.0%
Value $735K Shares 3,708 Est. Cost $267.65 Unrealized -5.4%
HELO JPMORGAN HEDGED EQUITY LDRD 0.0%
Value $731K Shares 11,432 Est. Cost $64.59 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value $718K Shares 1 Est. Cost $394223.03 Unrealized +87.8%
RL RALPH LAUREN CORP CL A 0.0%
Value $716K Shares 2,082 Est. Cost $122.97 Unrealized +195.3%
DON WISDOMTREE US MIDCAP DIVIDEND 0.0%
Value $712K Shares 13,554 Est. Cost $51.70 Unrealized
VOX VANGUARD COMMUNICATION SRVCS 0.0%
Value $710K Shares 3,948 Est. Cost $94.41 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $703K Shares 3,996 Est. Cost $94.05 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $680K Shares 1,971 Est. Cost $184.10 Unrealized +86.4%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value $668K Shares 2,453 Est. Cost $135.18 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value $665K Shares 6,613 Est. Cost $100.36 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value $647K Shares 24,489 Est. Cost $61.10 Unrealized -54.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $633K Shares 11,826 Est. Cost $76.77 Unrealized -21.9%
ZTS ZOETIS INC 0.0%
Value $622K Shares 5,265 Est. Cost $87.62 Unrealized +43.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value $611K Shares 4,224 Est. Cost $149.99 Unrealized
ECL ECOLAB INC 0.0%
Value $608K Shares 2,287 Est. Cost $198.29 Unrealized +44.4%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $581K Shares 2,025 Est. Cost $108.77 Unrealized +174.1%
BP BP PLC 0.0%
Value $574K Shares 12,219 Est. Cost $36.26 Unrealized
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value $570K Shares 4,845 Est. Cost $88.36 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value $570K Shares 1,587 Est. Cost $138.56 Unrealized
IYE ISHARES US ENERGY (MKT) 0.0%
Value $566K Shares 8,741 Est. Cost $35.18 Unrealized
ALC ALCON INC 0.0%
Value $562K Shares 7,461 Est. Cost $69.33 Unrealized +16.1%
IGIB ISHARES INTERMEDIATE-TERM 0.0%
Value $554K Shares 10,406 Est. Cost $60.86 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $554K Shares 915 Est. Cost $451.41 Unrealized +36.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $553K Shares 1,980 Est. Cost $307.31 Unrealized -2.0%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value $549K Shares 1,977 Est. Cost $295.64 Unrealized +2.6%
TDG TRANSDIGM GROUP INC 0.0%
Value $546K Shares 471 Est. Cost $1248.38 Unrealized +9.1%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value $539K Shares 3,698 Est. Cost $110.95 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $539K Shares 9,567 Est. Cost $17.13 Unrealized +248.2%
KBE STATE STREET SPDR S&P BANK ETF 0.0%
Value $535K Shares 8,987 Est. Cost $42.69 Unrealized
NEM NEWMONT GOLDCORP 0.0%
Value $532K Shares 4,911 Est. Cost $53.69 Unrealized +120.0%
FDX FEDEX CORP SR NT 0.0%
Value $525K Shares 1,475 Est. Cost $191.12 Unrealized +77.3%
EXE EXPAND ENERGY CORPORATION 0.0%
Value $525K Shares 4,783 Est. Cost $104.25 Unrealized +1.5%
C CITIGROUP INC 0.0%
Value $522K Shares 4,606 Est. Cost $41.86 Unrealized +177.5%
VMC VULCAN MATERIALS CO 0.0%
Value $517K Shares 1,900 Est. Cost $113.46 Unrealized +170.4%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value $515K Shares 3,475 Est. Cost $88.15 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value $514K Shares 1,400 Est. Cost $83.45 Unrealized
CMCSA COMCAST CORP 0.0%
Value $511K Shares 17,795 Est. Cost $38.86 Unrealized -23.3%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $506K Shares 2,251 Est. Cost $141.07 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $502K Shares 5,255 Est. Cost $83.46 Unrealized
YUM YUM! BRANDS INC 0.0%
Value $501K Shares 3,223 Est. Cost $65.46 Unrealized +140.4%
WFC WELLS FARGO & CO 0.0%
Value $501K Shares 6,289 Est. Cost $31.61 Unrealized +184.8%
CWEN CLEARWAY ENERGY INC 0.0%
Value $491K Shares 12,500 Est. Cost $25.85 Unrealized +41.9%
KMI KINDER MORGAN INC 0.0%
Value $488K Shares 14,547 Est. Cost $15.13 Unrealized +96.6%
EAT BRINKER INTERNATIONAL INC 0.0%
Value $482K Shares 3,375 Est. Cost $59.58 Unrealized +166.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $471K Shares 1,548 Est. Cost $305.09 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $465K Shares 2,288 Est. Cost $111.51 Unrealized +98.8%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value $458K Shares 1,355 Est. Cost $140.88 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value $454K Shares 9,444 Est. Cost $54.59 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value $452K Shares 2,675 Est. Cost $161.33 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value $450K Shares 3,727 Est. Cost $62.84 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $439K Shares 5,602 Est. Cost $80.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $421K Shares 1,555 Est. Cost $389.80 Unrealized -20.8%
INTC INTEL CORP 0.0%
Value $415K Shares 9,407 Est. Cost $29.97 Unrealized +54.9%
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value $413K Shares 10,643 Est. Cost $35.41 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value $412K Shares 2,080 Est. Cost $104.32 Unrealized +99.3%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value $412K Shares 2,080 Est. Cost $114.46 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value $412K Shares 5,340 Est. Cost $47.48 Unrealized +88.5%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $411K Shares 3,135 Est. Cost $75.32 Unrealized +67.4%
CEF SPROTT PHYSICAL GOLD & SILVER 0.0%
Value $406K Shares 8,516 Est. Cost $28.41 Unrealized
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value $405K Shares 2,825 Est. Cost $42.48 Unrealized +269.3%
CR CRANE COMPANY 0.0%
Value $404K Shares 2,363 Est. Cost $198.22 Unrealized 0.0%
GLD SPDR GOLD SHARES (MKT) 0.0%
Value $403K Shares 937 Est. Cost $403.82 Unrealized
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value $401K Shares 7,108 Est. Cost $39.49 Unrealized +45.3%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value $393K Shares 1,348 Est. Cost $182.77 Unrealized +57.9%
RSG REPUBLIC SERVICES INC 0.0%
Value $381K Shares 1,740 Est. Cost $106.24 Unrealized +103.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $375K Shares 5,097 Est. Cost $73.40 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $367K Shares 862 Est. Cost $377.85 Unrealized +28.4%
MCO MOODYS CORP 0.0%
Value $366K Shares 839 Est. Cost $395.76 Unrealized +23.7%
VRT VERTIV HOLDINGS CO 0.0%
Value $365K Shares 1,458 Est. Cost $97.15 Unrealized +105.7%
IRM IRON MTN INC 0.0%
Value $362K Shares 3,545 Est. Cost $83.24 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value $357K Shares 3,011 Est. Cost $107.96 Unrealized +26.4%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value $354K Shares 5,540 Est. Cost $32.74 Unrealized +91.0%
BKNG BOOKING HLDGS INC 0.0%
Value $349K Shares 83 Est. Cost $2390.75 Unrealized +100.0%
PKG PACKAGING CORP AMERICA 0.0%
Value $341K Shares 1,607 Est. Cost $111.34 Unrealized +103.3%
CSX CSX CORP 0.0%
Value $341K Shares 8,299 Est. Cost $26.45 Unrealized +45.7%
DVN DEVON ENERGY CORP 0.0%
Value $332K Shares 6,600 Est. Cost $32.20 Unrealized +25.0%
GIS GENERAL MILLS INC 0.0%
Value $332K Shares 8,908 Est. Cost $43.39 Unrealized +4.8%
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value $330K Shares 8,027 Est. Cost $53.74 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value $327K Shares 1,256 Est. Cost $146.13 Unrealized +87.0%
JBL JABIL CIRCUIT INC 0.0%
Value $320K Shares 1,203 Est. Cost $161.93 Unrealized +53.2%
HSY HERSHEY CO 0.0%
Value $317K Shares 1,526 Est. Cost $132.48 Unrealized +54.5%
INTU INTUIT 0.0%
Value $317K Shares 732 Est. Cost $524.51 Unrealized -5.1%
GWW WW GRAINGER INC 0.0%
Value $309K Shares 283 Est. Cost $844.81 Unrealized +29.6%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE 0.0%
Value $308K Shares 11,076 Est. Cost $39.71 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $308K Shares 869 Est. Cost $424.08 Unrealized -10.8%
GRMN GARMIN LTD 0.0%
Value $307K Shares 1,322 Est. Cost $116.53 Unrealized +84.1%
KRE STATE STREET SPDR S&P REGIONAL 0.0%
Value $306K Shares 4,694 Est. Cost $46.03 Unrealized
SRE SEMPRA FXD 0.0%
Value $305K Shares 3,138 Est. Cost $66.85 Unrealized +33.9%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $305K Shares 11,665 Est. Cost $11.65 Unrealized +148.8%
AOS SMITH A O CORP 0.0%
Value $297K Shares 4,500 Est. Cost $39.58 Unrealized +87.2%
KEX KIRBY CORP 0.0%
Value $296K Shares 2,225 Est. Cost $55.05 Unrealized +126.4%
CVS CVS HEALTH CORPORATION 0.0%
Value $288K Shares 4,010 Est. Cost $68.69 Unrealized +13.5%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value $287K Shares 10,375 Est. Cost $20.44 Unrealized
VGUS VANGUARD ULTRA-SHORT TREASURY 0.0%
Value $279K Shares 3,683 Est. Cost $75.66 Unrealized
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value $277K Shares 1,228 Est. Cost $121.00 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $275K Shares 660 Est. Cost $291.96 Unrealized +44.6%
AZN ASTRAZENECA PLC 0.0%
Value $273K Shares 1,385 Est. Cost $190.39 Unrealized 0.0%
MMM 3M CO 0.0%
Value $271K Shares 1,865 Est. Cost $119.40 Unrealized +37.3%
BLK BLACKROCK INC 0.0%
Value $267K Shares 278 Est. Cost $988.27 Unrealized +11.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $265K Shares 2,310 Est. Cost $95.71 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $261K Shares 1,205 Est. Cost $179.59 Unrealized +33.9%
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value $255K Shares 3,430 Est. Cost $71.48 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value $254K Shares 2,577 Est. Cost $78.33 Unrealized +40.3%
UBS UBS GROUP AG SHS 0.0%
Value $250K Shares 6,399 Est. Cost $21.19 Unrealized +115.1%
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value $250K Shares 1,184 Est. Cost $193.00 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $248K Shares 5,753 Est. Cost $33.25 Unrealized +20.3%
GE GE AEROSPACE 0.0%
Value $245K Shares 864 Est. Cost $318.19 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value $241K Shares 4,178 Est. Cost $48.45 Unrealized +20.0%
COHR COHERENT CORP 0.0%
Value $240K Shares 1,009 Est. Cost $213.35 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.0%
Value $239K Shares 2,082 Est. Cost $140.88 Unrealized 0.0%
FTSM FIRST TRUST ENHANCED SHORT 0.0%
Value $235K Shares 3,930 Est. Cost $59.78 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $228K Shares 1,125 Est. Cost $206.02 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value $227K Shares 380 Est. Cost $571.76 Unrealized
RIO RIO TINTO PLC 0.0%
Value $226K Shares 2,419 Est. Cost $93.29 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $225K Shares 4,446 Est. Cost $47.09 Unrealized 0.0%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value $221K Shares 3,404 Est. Cost $42.53 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value $216K Shares 3,695 Est. Cost $58.54 Unrealized
FHI FEDERATED INVESTORS INC PA 0.0%
Value $215K Shares 3,790 Est. Cost $53.54 Unrealized 0.0%
BKLN INVESCO EXCHNG TRADED FD TR II 0.0%
Value $212K Shares 10,410 Est. Cost $20.41 Unrealized
DXCM DEXCOM INC 0.0%
Value $212K Shares 3,370 Est. Cost $106.37 Unrealized -33.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $211K Shares 588 Est. Cost $343.44 Unrealized +19.5%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.0%
Value $210K Shares 1,974 Est. Cost $107.11 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $209K Shares 740 Est. Cost $228.24 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $207K Shares 531 Est. Cost $506.28 Unrealized -14.8%
VGIT VANGUARD INTER-TRM TREAS INDEX 0.0%
Value $206K Shares 3,467 Est. Cost $59.93 Unrealized
FTNT FORTINET INC 0.0%
Value $205K Shares 2,505 Est. Cost $65.59 Unrealized +21.9%
BALL BALL CORP 0.0%
Value $201K Shares 3,400 Est. Cost $60.27 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value $186K Shares 28,000 Est. Cost $5.46 Unrealized -5.4%
F FORD MOTOR COMPANY 0.0%
Value $164K Shares 14,218 Est. Cost $13.74 Unrealized 0.0%
SLI STANDARD LITHIUM LTD 0.0%
Value $141K Shares 41,336 Est. Cost $3.62 Unrealized +31.1%
VUZI VUZIX CORP COM 0.0%
Value $61,908 Shares 26,800 Est. Cost $3.83 Unrealized -23.7%