Westover Capital Advisors, LLC Diversified Active

CIK: 0001483467 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $450,234 (100.0% shares, 0.0% debt)

Holdings (232)

AAPL APPLE INC 5.4%
Value ($000) $24,212 Shares 108,999 Est. Cost $93.96 Unrealized +145.6%
NVDA NVIDIA CORPORATION 3.6%
Value ($000) $16,287 Shares 150,277 Est. Cost $100.89 Unrealized +25.6%
GLD SPDR GOLD TR 3.4%
Value ($000) $15,262 Shares 52,966 Est. Cost $160.56 Unrealized
GOOGL ALPHABET INC 3.4%
Value ($000) $15,204 Shares 98,320 Est. Cost $111.29 Unrealized +62.4%
MSFT MICROSOFT CORP 3.4%
Value ($000) $15,189 Shares 40,461 Est. Cost $212.53 Unrealized +90.6%
AMZN AMAZON COM INC 2.9%
Value ($000) $13,245 Shares 69,613 Est. Cost $137.59 Unrealized +57.7%
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $11,172 Shares 45,544 Est. Cost $103.60 Unrealized +142.2%
SCHO SCHWAB STRATEGIC TR 2.5%
Value ($000) $11,044 Shares 453,720 Est. Cost $43.79 Unrealized
USIG ISHARES TR 2.4%
Value ($000) $10,955 Shares 214,461 Est. Cost $51.65 Unrealized
AVGO BROADCOM INC 2.3%
Value ($000) $10,519 Shares 62,827 Est. Cost $145.44 Unrealized +44.3%
SCHP SCHWAB STRATEGIC TR 2.2%
Value ($000) $9,834 Shares 365,695 Est. Cost $26.89 Unrealized
NFLX NETFLIX INC 2.1%
Value ($000) $9,590 Shares 10,284 Est. Cost $26.09 Unrealized +264.4%
PFF ISHARES TR 2.1%
Value ($000) $9,397 Shares 305,801 Est. Cost $31.80 Unrealized
MBB ISHARES TR 2.0%
Value ($000) $8,833 Shares 94,186 Est. Cost $94.54 Unrealized
FNDF SCHWAB STRATEGIC TR 1.7%
Value ($000) $7,835 Shares 216,799 Est. Cost $36.14 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $7,312 Shares 7,731 Est. Cost $317.76 Unrealized +205.4%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $6,465 Shares 11,835 Est. Cost $387.55 Unrealized +52.4%
SPSB SPDR SER TR 1.3%
Value ($000) $6,051 Shares 201,032 Est. Cost $30.28 Unrealized
VST VISTRA CORP 1.3%
Value ($000) $5,979 Shares 50,908 Est. Cost $34.08 Unrealized +336.1%
JAAA JANUS DETROIT STR TR 1.2%
Value ($000) $5,381 Shares 106,105 Est. Cost $50.71 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $4,733 Shares 9,511 Est. Cost $163.16 Unrealized +230.8%
CYBERARK SOFTWARE LTD 1.0%
Value ($000) $4,604 Shares 13,622 Est. Cost $211.50 Unrealized
WELL WELLTOWER INC 1.0%
Value ($000) $4,417 Shares 28,830 Est. Cost $78.71 Unrealized +78.3%
WMT WALMART INC 1.0%
Value ($000) $4,373 Shares 49,810 Est. Cost $55.94 Unrealized +66.2%
VTEB VANGUARD MUN BD FDS 0.9%
Value ($000) $4,267 Shares 85,994 Est. Cost $50.62 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $4,206 Shares 7,298 Est. Cost $396.58 Unrealized +62.2%
COR CENCORA INC 0.9%
Value ($000) $4,138 Shares 14,879 Est. Cost $123.38 Unrealized +102.3%
EME EMCOR GROUP INC 0.9%
Value ($000) $4,116 Shares 11,136 Est. Cost $227.41 Unrealized +89.9%
EOG EOG RES INC 0.9%
Value ($000) $4,040 Shares 31,506 Est. Cost $82.24 Unrealized +52.2%
FNDE SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,887 Shares 126,209 Est. Cost $30.80 Unrealized
AZO AUTOZONE INC 0.8%
Value ($000) $3,729 Shares 978 Est. Cost $3197.03 Unrealized +7.9%
CLS CELESTICA INC 0.8%
Value ($000) $3,586 Shares 45,498 Est. Cost $57.94 Unrealized +83.1%
HESM HESS MIDSTREAM LP 0.8%
Value ($000) $3,543 Shares 83,772 Est. Cost $29.19 Unrealized +28.1%
TMUS T-MOBILE US INC 0.8%
Value ($000) $3,533 Shares 13,246 Est. Cost $137.14 Unrealized +77.2%
NOW SERVICENOW INC 0.8%
Value ($000) $3,454 Shares 4,338 Est. Cost $34.34 Unrealized +461.4%
EHC ENCOMPASS HEALTH CORP 0.7%
Value ($000) $3,369 Shares 33,266 Est. Cost $97.02 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,353 Shares 6,401 Est. Cost $329.68 Unrealized +51.5%
INGR INGREDION INC 0.7%
Value ($000) $3,275 Shares 24,222 Est. Cost $100.05 Unrealized +32.0%
IAU ISHARES GOLD TR 0.7%
Value ($000) $3,172 Shares 53,798 Est. Cost $46.86 Unrealized
ENSG ENSIGN GROUP INC 0.7%
Value ($000) $3,068 Shares 23,709 Est. Cost $96.35 Unrealized +37.2%
IBOC INTERNATIONAL BANCSHARES COR 0.7%
Value ($000) $3,041 Shares 48,224 Est. Cost $43.73 Unrealized +44.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $3,040 Shares 18,315 Est. Cost $177.98 Unrealized
AXS AXIS CAP HLDGS LTD 0.6%
Value ($000) $2,812 Shares 28,055 Est. Cost $91.53 Unrealized 0.0%
DE DEERE & CO 0.6%
Value ($000) $2,666 Shares 5,681 Est. Cost $371.73 Unrealized +24.2%
GDX VANECK ETF TRUST 0.6%
Value ($000) $2,624 Shares 57,086 Est. Cost $45.97 Unrealized
FISV FISERV INC 0.6%
Value ($000) $2,580 Shares 11,683 Est. Cost $186.05 Unrealized +17.7%
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $2,562 Shares 10,757 Est. Cost $153.77 Unrealized +75.2%
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,550 Shares 128,934 Est. Cost $39.12 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.5%
Value ($000) $2,401 Shares 21,018 Est. Cost $42.45 Unrealized +43.4%
SPYM SPDR SER TR 0.5%
Value ($000) $2,354 Shares 35,793 Est. Cost $50.63 Unrealized
KLAC KLA CORP 0.5%
Value ($000) $2,169 Shares 3,191 Est. Cost $212.53 Unrealized +236.4%
APO APOLLO GLOBAL MGMT INC 0.4%
Value ($000) $2,024 Shares 14,783 Est. Cost $106.94 Unrealized +42.0%
ABBV ABBVIE INC 0.4%
Value ($000) $1,868 Shares 8,916 Est. Cost $105.60 Unrealized +79.4%
J JACOBS SOLUTIONS INC 0.4%
Value ($000) $1,842 Shares 15,238 Est. Cost $101.43 Unrealized +25.9%
USFD US FOODS HLDG CORP 0.4%
Value ($000) $1,833 Shares 28,006 Est. Cost $61.14 Unrealized +11.8%
HLT HILTON WORLDWIDE HLDGS INC 0.4%
Value ($000) $1,796 Shares 7,893 Est. Cost $166.06 Unrealized +49.7%
KD KYNDRYL HLDGS INC 0.4%
Value ($000) $1,781 Shares 56,708 Est. Cost $22.97 Unrealized +63.2%
ASML ASML HOLDING N V 0.4%
Value ($000) $1,745 Shares 2,634 Est. Cost $636.96 Unrealized
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $1,732 Shares 8,874 Est. Cost $78.56 Unrealized +134.6%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,662 Shares 6,099 Est. Cost $205.44 Unrealized +24.5%
LLY ELI LILLY & CO 0.4%
Value ($000) $1,660 Shares 2,010 Est. Cost $191.38 Unrealized +332.0%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,640 Shares 9,613 Est. Cost $161.41 Unrealized +14.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,627 Shares 13,682 Est. Cost $99.59 Unrealized +7.6%
NDAQ NASDAQ INC 0.4%
Value ($000) $1,598 Shares 21,062 Est. Cost $46.32 Unrealized +67.9%
FDX FEDEX CORP 0.4%
Value ($000) $1,593 Shares 6,534 Est. Cost $194.39 Unrealized +30.5%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,542 Shares 4,676 Est. Cost $305.96 Unrealized +15.0%
MEDP MEDPACE HLDGS INC 0.3%
Value ($000) $1,530 Shares 5,021 Est. Cost $146.07 Unrealized +130.3%
EXEL EXELIXIS INC 0.3%
Value ($000) $1,528 Shares 41,383 Est. Cost $35.63 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.3%
Value ($000) $1,473 Shares 3,394 Est. Cost $237.47 Unrealized +71.8%
V VISA INC 0.3%
Value ($000) $1,450 Shares 4,136 Est. Cost $202.79 Unrealized +65.8%
ICLR ICON PLC 0.3%
Value ($000) $1,430 Shares 8,171 Est. Cost $43.23 Unrealized +348.4%
CMI CUMMINS INC 0.3%
Value ($000) $1,392 Shares 4,441 Est. Cost $188.69 Unrealized +83.4%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,386 Shares 13,738 Est. Cost $44.87 Unrealized +124.4%
MLI MUELLER INDS INC 0.3%
Value ($000) $1,372 Shares 18,015 Est. Cost $35.37 Unrealized +123.4%
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $1,371 Shares 24,885 Est. Cost $46.78 Unrealized +15.3%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,368 Shares 5,909 Est. Cost $90.52 Unrealized +141.3%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,347 Shares 6,076 Est. Cost $226.79 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,340 Shares 8,580 Est. Cost $156.76 Unrealized +16.4%
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $1,339 Shares 11,978 Est. Cost $137.00 Unrealized +17.9%
PWR QUANTA SVCS INC 0.3%
Value ($000) $1,330 Shares 5,233 Est. Cost $115.80 Unrealized +149.3%
HD HOME DEPOT INC 0.3%
Value ($000) $1,323 Shares 3,611 Est. Cost $212.17 Unrealized +79.4%
KKR KKR & CO INC 0.3%
Value ($000) $1,287 Shares 11,130 Est. Cost $107.81 Unrealized +27.0%
SMLF ISHARES TR 0.3%
Value ($000) $1,265 Shares 20,351 Est. Cost $62.63 Unrealized
FSLR FIRST SOLAR INC 0.3%
Value ($000) $1,259 Shares 9,957 Est. Cost $154.70 Unrealized +0.9%
RTX RTX CORPORATION 0.3%
Value ($000) $1,193 Shares 9,005 Est. Cost $100.81 Unrealized +23.8%
CRM SALESFORCE INC 0.3%
Value ($000) $1,179 Shares 4,392 Est. Cost $280.38 Unrealized +10.2%
SNPS SYNOPSYS INC 0.3%
Value ($000) $1,178 Shares 2,746 Est. Cost $308.55 Unrealized +57.4%
EGP EASTGROUP PPTYS INC 0.3%
Value ($000) $1,176 Shares 6,674 Est. Cost $138.83 Unrealized
LRN STRIDE INC 0.3%
Value ($000) $1,157 Shares 9,150 Est. Cost $66.28 Unrealized +90.7%
UNM UNUM GROUP 0.3%
Value ($000) $1,144 Shares 14,042 Est. Cost $47.77 Unrealized +61.4%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $1,120 Shares 11,647 Est. Cost $53.98 Unrealized +71.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,023 Shares 6,167 Est. Cost $132.39 Unrealized +15.2%
ABT ABBOTT LABS 0.2%
Value ($000) $1,022 Shares 7,703 Est. Cost $94.49 Unrealized +32.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,019 Shares 6,092 Est. Cost $87.05 Unrealized +72.9%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $1,014 Shares 765 Est. Cost $150.57 Unrealized +194.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $986 Shares 3,157 Est. Cost $123.87 Unrealized +136.5%
BX BLACKSTONE INC 0.2%
Value ($000) $978 Shares 6,996 Est. Cost $125.20 Unrealized +26.3%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $959 Shares 4,143 Est. Cost $171.50 Unrealized +31.3%
MPLX MPLX LP 0.2%
Value ($000) $953 Shares 17,800 Est. Cost $43.86 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $889 Shares 193 Est. Cost $3070.64 Unrealized +54.7%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $888 Shares 6,118 Est. Cost $63.63 Unrealized +161.9%
FTNT FORTINET INC 0.2%
Value ($000) $879 Shares 9,132 Est. Cost $101.38 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $879 Shares 7,530 Est. Cost $68.71 Unrealized +83.2%
MPWR MONOLITHIC PWR SYS INC 0.2%
Value ($000) $878 Shares 1,513 Est. Cost $59.13 Unrealized +957.0%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $868 Shares 12,019 Est. Cost $94.10 Unrealized +13.0%
ROAD CONSTRUCTION PARTNERS INC 0.2%
Value ($000) $845 Shares 11,757 Est. Cost $55.33 Unrealized +42.4%
OKE ONEOK INC NEW 0.2%
Value ($000) $801 Shares 8,069 Est. Cost $64.03 Unrealized +48.3%
STIP ISHARES TR 0.2%
Value ($000) $795 Shares 7,680 Est. Cost $99.10 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $793 Shares 7,507 Est. Cost $104.60 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $772 Shares 6,887 Est. Cost $100.53 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value ($000) $762 Shares 2,447 Est. Cost $282.11 Unrealized +1.8%
FBP FIRST BANCORP P R 0.2%
Value ($000) $758 Shares 39,551 Est. Cost $17.49 Unrealized +8.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $748 Shares 2,721 Est. Cost $247.67 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $738 Shares 9,425 Est. Cost $63.06 Unrealized +23.2%
BAC BANK AMERICA CORP 0.2%
Value ($000) $731 Shares 17,528 Est. Cost $37.24 Unrealized +17.2%
RY ROYAL BK CDA 0.2%
Value ($000) $722 Shares 6,403 Est. Cost $87.88 Unrealized +34.0%
MMSI MERIT MED SYS INC 0.2%
Value ($000) $711 Shares 6,728 Est. Cost $99.75 Unrealized +3.4%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value ($000) $691 Shares 9,595 Est. Cost $61.91 Unrealized
GLW CORNING INC 0.1%
Value ($000) $662 Shares 14,460 Est. Cost $37.93 Unrealized +28.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $660 Shares 1,204 Est. Cost $384.80 Unrealized +40.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $649 Shares 9,047 Est. Cost $44.79 Unrealized +64.5%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $645 Shares 5,155 Est. Cost $88.64 Unrealized +41.0%
UFPI UFP INDUSTRIES INC 0.1%
Value ($000) $628 Shares 5,870 Est. Cost $72.12 Unrealized +54.7%
FLQM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $621 Shares 11,722 Est. Cost $55.68 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $612 Shares 5,500 Est. Cost $92.20 Unrealized +12.9%
WMB WILLIAMS COS INC 0.1%
Value ($000) $610 Shares 10,200 Est. Cost $15.63 Unrealized +254.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $608 Shares 7,200 Est. Cost $31.18 Unrealized +181.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $600 Shares 1,126 Est. Cost $267.60 Unrealized +81.7%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $582 Shares 8,000 Est. Cost $74.98 Unrealized +4.2%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $581 Shares 1,648 Est. Cost $284.07 Unrealized +34.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $581 Shares 6,213 Est. Cost $88.96 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $578 Shares 5,255 Est. Cost $81.20 Unrealized +38.7%
IYW ISHARES TR 0.1%
Value ($000) $562 Shares 4,000 Est. Cost $151.62 Unrealized
RSI RUSH STREET INTERACTIVE INC 0.1%
Value ($000) $549 Shares 51,228 Est. Cost $13.15 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $544 Shares 2,700 Est. Cost $81.46 Unrealized +167.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $539 Shares 3,000 Est. Cost $184.67 Unrealized -1.3%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $531 Shares 4,291 Est. Cost $89.90 Unrealized +25.6%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $520 Shares 6,600 Est. Cost $80.78 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $513 Shares 6,000 Est. Cost $70.15 Unrealized +14.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $504 Shares 1,128 Est. Cost $394.85 Unrealized +13.5%
MRK MERCK & CO INC 0.1%
Value ($000) $502 Shares 5,593 Est. Cost $70.38 Unrealized +28.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $500 Shares 2,844 Est. Cost $134.53 Unrealized +36.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $499 Shares 14,622 Est. Cost $17.19 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $498 Shares 3,000 Est. Cost $57.65 Unrealized +189.5%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $491 Shares 2,436 Est. Cost $164.16 Unrealized +62.4%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $480 Shares 5,016 Est. Cost $92.04 Unrealized +14.1%
SPMD SPDR SER TR 0.1%
Value ($000) $471 Shares 9,206 Est. Cost $54.68 Unrealized
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $468 Shares 8,150 Est. Cost $44.20 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $466 Shares 2,606 Est. Cost $138.95 Unrealized +32.8%
GWW GRAINGER W W INC 0.1%
Value ($000) $465 Shares 471 Est. Cost $763.43 Unrealized +34.4%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $460 Shares 23,000 Est. Cost $17.86 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $459 Shares 1,881 Est. Cost $110.27 Unrealized +102.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $458 Shares 2,163 Est. Cost $183.79 Unrealized +8.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $453 Shares 6,215 Est. Cost $37.64 Unrealized +91.4%
CTVA CORTEVA INC 0.1%
Value ($000) $452 Shares 7,184 Est. Cost $58.42 Unrealized +4.8%
MPC MARATHON PETE CORP 0.1%
Value ($000) $452 Shares 3,100 Est. Cost $144.10 Unrealized +0.7%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $436 Shares 1,800 Est. Cost $113.00 Unrealized +96.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $434 Shares 1,165 Est. Cost $356.18 Unrealized +5.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $431 Shares 10,466 Est. Cost $39.26 Unrealized +8.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $413 Shares 2,583 Est. Cost $188.88 Unrealized -16.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $399 Shares 1,482 Est. Cost $151.12 Unrealized +93.5%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $396 Shares 2,245 Est. Cost $131.99 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $391 Shares 1,020 Est. Cost $414.77 Unrealized +3.4%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $391 Shares 3,700 Est. Cost $67.10 Unrealized +78.9%
PJT PJT PARTNERS INC 0.1%
Value ($000) $386 Shares 2,797 Est. Cost $134.47 Unrealized +16.3%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $370 Shares 2,800 Est. Cost $72.36 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $368 Shares 1,421 Est. Cost $201.93 Unrealized +65.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $367 Shares 5,292 Est. Cost $95.09 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $365 Shares 5,042 Est. Cost $92.05 Unrealized -17.3%
IVW ISHARES TR 0.1%
Value ($000) $364 Shares 3,920 Est. Cost $92.83 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $360 Shares 2,048 Est. Cost $157.66 Unrealized +20.7%
PEP PEPSICO INC 0.1%
Value ($000) $359 Shares 2,392 Est. Cost $116.17 Unrealized +23.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $358 Shares 3,266 Est. Cost $80.86 Unrealized +46.9%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $357 Shares 6,700 Est. Cost $38.08 Unrealized +38.5%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $357 Shares 19,200 Est. Cost $16.22 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $348 Shares 1,314 Est. Cost $344.61 Unrealized 0.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $346 Shares 3,099 Est. Cost $104.85 Unrealized +6.7%
GEV GE VERNOVA INC 0.1%
Value ($000) $345 Shares 1,130 Est. Cost $312.69 Unrealized +11.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $341 Shares 9,000 Est. Cost $49.32 Unrealized -23.3%
TPG TPG INC 0.1%
Value ($000) $337 Shares 7,100 Est. Cost $42.78 Unrealized +36.2%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $334 Shares 2,425 Est. Cost $117.84 Unrealized +6.8%
IWM ISHARES TR 0.1%
Value ($000) $325 Shares 1,629 Est. Cost $220.89 Unrealized
JMOM J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $323 Shares 5,738 Est. Cost $51.72 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $323 Shares 4,164 Est. Cost $102.78 Unrealized -1.3%
WSFS WSFS FINL CORP 0.1%
Value ($000) $321 Shares 6,185 Est. Cost $38.89 Unrealized +38.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $320 Shares 1,879 Est. Cost $154.67 Unrealized +6.0%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $316 Shares 5,598 Est. Cost $52.67 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $315 Shares 7,700 Est. Cost $39.73 Unrealized
KR KROGER CO 0.1%
Value ($000) $311 Shares 4,592 Est. Cost $62.27 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $310 Shares 13,116 Est. Cost $48.63 Unrealized
ITGR INTEGER HLDGS CORP 0.1%
Value ($000) $304 Shares 2,572 Est. Cost $107.87 Unrealized +21.3%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $303 Shares 550 Est. Cost $332.48 Unrealized +68.1%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $300 Shares 493 Est. Cost $414.49 Unrealized +56.5%
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value ($000) $298 Shares 12,283 Est. Cost $14.39 Unrealized +56.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $293 Shares 1,905 Est. Cost $181.07 Unrealized -11.8%
C CITIGROUP INC 0.1%
Value ($000) $281 Shares 3,962 Est. Cost $59.42 Unrealized +25.4%
TGTX TG THERAPEUTICS INC 0.1%
Value ($000) $278 Shares 7,057 Est. Cost $28.70 Unrealized +17.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $275 Shares 2,623 Est. Cost $73.47 Unrealized +31.7%
GE GE AEROSPACE 0.1%
Value ($000) $274 Shares 1,370 Est. Cost $119.32 Unrealized +64.0%
AIQ GLOBAL X FDS 0.1%
Value ($000) $274 Shares 7,522 Est. Cost $36.38 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $270 Shares 9,472 Est. Cost $19.86 Unrealized +34.5%
ETN EATON CORP PLC 0.1%
Value ($000) $267 Shares 984 Est. Cost $317.31 Unrealized -2.8%
IWO ISHARES TR 0.1%
Value ($000) $256 Shares 1,000 Est. Cost $284.00 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $255 Shares 4,137 Est. Cost $56.11 Unrealized +7.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $255 Shares 4,182 Est. Cost $43.65 Unrealized +27.1%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $251 Shares 1,120 Est. Cost $143.32 Unrealized +91.7%
MCK MCKESSON CORP 0.1%
Value ($000) $249 Shares 370 Est. Cost $615.89 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $247 Shares 5,362 Est. Cost $35.76 Unrealized +13.3%
WDFC WD 40 CO 0.1%
Value ($000) $244 Shares 1,000 Est. Cost $243.04 Unrealized -4.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $244 Shares 2,000 Est. Cost $94.81 Unrealized +16.6%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $242 Shares 2,815 Est. Cost $96.38 Unrealized
UBS UBS GROUP AG 0.1%
Value ($000) $240 Shares 7,833 Est. Cost $29.97 Unrealized +11.3%
PHM PULTE GROUP INC 0.1%
Value ($000) $239 Shares 2,325 Est. Cost $114.85 Unrealized -6.7%
INTF ISHARES TR 0.1%
Value ($000) $238 Shares 7,729 Est. Cost $28.92 Unrealized
CM CANADIAN IMPERIAL BK COMM 0.1%
Value ($000) $236 Shares 4,200 Est. Cost $51.88 Unrealized +13.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $232 Shares 2,363 Est. Cost $82.83 Unrealized +21.9%
CI THE CIGNA GROUP 0.1%
Value ($000) $231 Shares 703 Est. Cost $274.07 Unrealized +7.9%
BNS BANK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $230 Shares 4,850 Est. Cost $43.93 Unrealized +10.7%
MCO MOODYS CORP 0.1%
Value ($000) $228 Shares 490 Est. Cost $478.56 Unrealized 0.0%
CB CHUBB LIMITED 0.1%
Value ($000) $226 Shares 750 Est. Cost $270.79 Unrealized +2.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $224 Shares 2,275 Est. Cost $84.00 Unrealized +23.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $217 Shares 895 Est. Cost $204.45 Unrealized +13.4%
IVE ISHARES TR 0.0%
Value ($000) $216 Shares 1,134 Est. Cost $190.58 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $215 Shares 11,800 Est. Cost $18.62 Unrealized
CBT CABOT CORP 0.0%
Value ($000) $209 Shares 2,512 Est. Cost $84.77 Unrealized -0.5%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $209 Shares 2,325 Est. Cost $92.77 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $208 Shares 704 Est. Cost $263.17 Unrealized +14.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $207 Shares 3,700 Est. Cost $52.73 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $205 Shares 1,000 Est. Cost $262.43 Unrealized -17.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $203 Shares 320 Est. Cost $625.92 Unrealized +9.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $202 Shares 5,477 Est. Cost $35.04 Unrealized 0.0%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $83 Shares 80,933 Est. Cost $9.56 Unrealized -83.7%