MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 5, 2024

Total Value ($000): $1,000,513 (100.0% shares, 0.0% debt)

Holdings (597)

AVGO BROADCOM INC 2.8%
Value ($000) $27,714 Shares 160,661 Est. Cost $142.98 Unrealized +10.5%
SPY SPDR S&P 500 ETF TRUST 2.7%
Value ($000) $27,153 Shares 47,325 Est. Cost $461.80 Unrealized
MSFT MICROSOFT CORPORATION 2.6%
Value ($000) $25,777 Shares 59,904 Est. Cost $62.31 Unrealized +579.0%
AAPL APPLE INC. 2.4%
Value ($000) $23,890 Shares 102,532 Est. Cost $82.59 Unrealized +168.8%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $20,653 Shares 97,945 Est. Cost $54.38 Unrealized +276.9%
RUSHA RUSH ENTERPRISES INC-CL A 1.7%
Value ($000) $16,625 Shares 314,696 Est. Cost $36.01 Unrealized +37.7%
MRK MERCK & CO INC 1.5%
Value ($000) $14,957 Shares 131,712 Est. Cost $55.90 Unrealized +102.1%
CMCSA COMCAST CORP. CLASS A 1.4%
Value ($000) $14,267 Shares 341,549 Est. Cost $30.97 Unrealized +21.9%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $14,110 Shares 116,186 Est. Cost $92.42 Unrealized +27.8%
COST COSTCO WHOLESALE CORP. 1.4%
Value ($000) $13,995 Shares 15,787 Est. Cost $104.76 Unrealized +722.8%
APH AMPHENOL CORP - CLASS A 1.4%
Value ($000) $13,537 Shares 207,744 Est. Cost $40.71 Unrealized +57.3%
AMZN AMAZON.COM INC. 1.3%
Value ($000) $13,300 Shares 71,377 Est. Cost $122.06 Unrealized +49.5%
WMT WAL-MART, INC. 1.3%
Value ($000) $13,202 Shares 163,489 Est. Cost $51.62 Unrealized +40.4%
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $13,065 Shares 78,778 Est. Cost $106.20 Unrealized +57.0%
META META PLATFORMS INC. 1.3%
Value ($000) $12,959 Shares 22,638 Est. Cost $224.94 Unrealized +127.7%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $12,851 Shares 20,775 Est. Cost $123.30 Unrealized +377.8%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $12,460 Shares 76,883 Est. Cost $89.84 Unrealized +69.9%
PANW PALO ALTO NETWORKS INC 1.2%
Value ($000) $12,418 Shares 36,332 Est. Cost $87.48 Unrealized +92.4%
GLD SPDR GOLD TRUST 1.2%
Value ($000) $12,396 Shares 50,999 Est. Cost $122.61 Unrealized
APO APOLLO GLOBAL MANAGEMENT INC 1.2%
Value ($000) $12,213 Shares 97,776 Est. Cost $60.41 Unrealized +87.5%
TJX TJX COMPANIES INC 1.2%
Value ($000) $12,164 Shares 103,484 Est. Cost $43.05 Unrealized +161.8%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 1.2%
Value ($000) $12,118 Shares 75,434 Est. Cost $60.05 Unrealized +152.6%
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $11,927 Shares 101,753 Est. Cost $75.74 Unrealized +45.3%
LLY ELI LILLY & CO 1.2%
Value ($000) $11,699 Shares 13,205 Est. Cost $582.75 Unrealized +52.8%
TMUS T-MOBILE US INC 1.2%
Value ($000) $11,516 Shares 55,803 Est. Cost $115.30 Unrealized +62.5%
USTB VICTORY SHARES S-T BOND ETF 1.1%
Value ($000) $11,348 Shares 223,348 Est. Cost $50.81 Unrealized
LOW LOWE'S COS. INC. 1.1%
Value ($000) $11,097 Shares 40,970 Est. Cost $192.04 Unrealized +23.0%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $10,923 Shares 22,062 Est. Cost $323.73 Unrealized +46.8%
UNH UNITEDHEALTH GROUP INC. 1.1%
Value ($000) $10,920 Shares 18,677 Est. Cost $255.34 Unrealized +114.7%
CRM SALESFORCE INC. 1.1%
Value ($000) $10,564 Shares 38,595 Est. Cost $175.43 Unrealized +44.7%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $10,530 Shares 20,382 Est. Cost $348.66 Unrealized +40.5%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 1.1%
Value ($000) $10,523 Shares 202,520 Est. Cost $53.57 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 1.0%
Value ($000) $10,489 Shares 182,029 Est. Cost $55.35 Unrealized 0.0%
WM WASTE MANAGEMENT INC (NEW) 1.0%
Value ($000) $10,443 Shares 50,305 Est. Cost $143.57 Unrealized +42.3%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $10,397 Shares 18,684 Est. Cost $360.52 Unrealized +51.0%
ACN ACCENTURE PLC 1.0%
Value ($000) $10,335 Shares 29,238 Est. Cost $90.52 Unrealized +256.6%
AON AON PLC COM 1.0%
Value ($000) $10,310 Shares 29,798 Est. Cost $305.64 Unrealized +6.1%
ZTS ZOETIS INC 1.0%
Value ($000) $10,281 Shares 52,623 Est. Cost $104.14 Unrealized +74.1%
UNP UNION PACIFIC CORPORATION 1.0%
Value ($000) $10,161 Shares 41,223 Est. Cost $118.58 Unrealized +97.9%
ADBE ADOBE INC 1.0%
Value ($000) $10,117 Shares 19,540 Est. Cost $352.53 Unrealized +55.6%
INTU INTUIT COM 1.0%
Value ($000) $9,874 Shares 15,900 Est. Cost $409.28 Unrealized +54.7%
V VISA INC 1.0%
Value ($000) $9,860 Shares 35,861 Est. Cost $180.97 Unrealized +47.9%
BKNG BOOKING HOLDINGS INC 1.0%
Value ($000) $9,764 Shares 2,318 Est. Cost $3654.84 Unrealized +3.8%
MDLZ MONDELEZ INTERNATIONAL INC-A 1.0%
Value ($000) $9,690 Shares 131,536 Est. Cost $41.87 Unrealized +60.5%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $9,657 Shares 46,717 Est. Cost $106.22 Unrealized +77.3%
NEE NEXTERA ENERGY 0.9%
Value ($000) $9,421 Shares 111,452 Est. Cost $63.66 Unrealized +17.6%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $9,378 Shares 63,677 Est. Cost $91.48 Unrealized +53.0%
IQV IQVIA HOLDINGS INC 0.9%
Value ($000) $8,939 Shares 37,722 Est. Cost $156.77 Unrealized +50.6%
MCHP MICROCHIP TECHNOLOGY INC 0.9%
Value ($000) $8,810 Shares 109,723 Est. Cost $54.87 Unrealized +44.3%
DIS WALT DISNEY COMPANY 0.8%
Value ($000) $8,034 Shares 83,522 Est. Cost $83.46 Unrealized +8.5%
SCHW CHARLES SCHWAB CORP NEW 0.8%
Value ($000) $8,026 Shares 123,843 Est. Cost $76.31 Unrealized -15.4%
HSY THE HERSHEY COMPANY 0.8%
Value ($000) $7,877 Shares 41,074 Est. Cost $202.77 Unrealized -8.2%
LIN LINDE PLC 0.8%
Value ($000) $7,847 Shares 16,456 Est. Cost $324.11 Unrealized +38.2%
HD HOME DEPOT INC 0.8%
Value ($000) $7,786 Shares 19,214 Est. Cost $305.51 Unrealized +15.4%
ULTA ULTA BEAUTY INC 0.7%
Value ($000) $7,491 Shares 19,252 Est. Cost $423.26 Unrealized -11.4%
BX BLACKSTONE INC 0.7%
Value ($000) $7,111 Shares 46,439 Est. Cost $86.10 Unrealized +55.2%
KO COCA COLA CO. 0.7%
Value ($000) $7,059 Shares 98,235 Est. Cost $38.63 Unrealized +70.0%
QCOM QUALCOMM INC 0.7%
Value ($000) $6,977 Shares 41,030 Est. Cost $87.39 Unrealized +95.9%
TXN TEXAS INSTRUMENTS 0.7%
Value ($000) $6,880 Shares 33,306 Est. Cost $95.14 Unrealized +102.8%
EMR EMERSON ELECTRIC COMPANY 0.7%
Value ($000) $6,621 Shares 60,537 Est. Cost $64.36 Unrealized +63.3%
MCD MCDONALDS CORP. 0.6%
Value ($000) $6,493 Shares 21,322 Est. Cost $105.73 Unrealized +152.2%
NXPI NXP SEMICONDUCTORS NV 0.6%
Value ($000) $6,471 Shares 26,962 Est. Cost $171.44 Unrealized +42.4%
BK BANK OF NEW YORK MELLON CORP 0.6%
Value ($000) $6,403 Shares 89,110 Est. Cost $38.87 Unrealized +64.3%
PAYX PAYCHEX INC COM 0.6%
Value ($000) $6,198 Shares 46,189 Est. Cost $112.18 Unrealized +8.7%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $6,185 Shares 11,712 Est. Cost $423.36 Unrealized +12.9%
APD AIR PRODUCTS & CHEMICAL INC 0.6%
Value ($000) $6,173 Shares 20,733 Est. Cost $152.18 Unrealized +72.9%
SPTL SPDR PORT LONG-TERM TREASURY ETF 0.6%
Value ($000) $6,004 Shares 206,547 Est. Cost $29.07 Unrealized
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $5,896 Shares 110,792 Est. Cost $24.58 Unrealized +90.3%
LMT LOCKHEED MARTIN CORPORATION 0.6%
Value ($000) $5,816 Shares 9,949 Est. Cost $377.18 Unrealized +36.9%
PEP PEPSICO INC. 0.6%
Value ($000) $5,731 Shares 33,701 Est. Cost $79.12 Unrealized +105.9%
IVV ISHARES CORE SP 500 ETF 0.6%
Value ($000) $5,636 Shares 9,770 Est. Cost $360.19 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.6%
Value ($000) $5,574 Shares 54,323 Est. Cost $69.86 Unrealized +33.2%
UNILEVER PLC-SPONS ADR 0.6%
Value ($000) $5,562 Shares 85,619 Est. Cost $47.69 Unrealized
GLW CORNING INCORPORATED 0.6%
Value ($000) $5,543 Shares 122,766 Est. Cost $32.46 Unrealized +25.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $5,442 Shares 121,173 Est. Cost $33.44 Unrealized +14.8%
CI CIGNA GROUP 0.5%
Value ($000) $5,401 Shares 15,589 Est. Cost $199.03 Unrealized +68.3%
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $5,388 Shares 31,253 Est. Cost $48.80 Unrealized +279.4%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $5,379 Shares 9,442 Est. Cost $215.47 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.5%
Value ($000) $5,371 Shares 60,201 Est. Cost $37.43 Unrealized +104.0%
WEC WEC ENERGY GROUP INC 0.5%
Value ($000) $5,277 Shares 54,865 Est. Cost $76.22 Unrealized +11.0%
AZN ASTRAZENECA PLC-SPONS ADR 0.5%
Value ($000) $5,146 Shares 66,056 Est. Cost $59.92 Unrealized
SLF SUN LIFE FINANCIAL INC 0.5%
Value ($000) $5,124 Shares 88,310 Est. Cost $35.65 Unrealized +46.6%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.5%
Value ($000) $5,015 Shares 27,130 Est. Cost $131.40 Unrealized +27.5%
GPC GENUINE PARTS CO. 0.5%
Value ($000) $4,833 Shares 34,600 Est. Cost $67.52 Unrealized +96.6%
CME CME GROUP INC 0.5%
Value ($000) $4,831 Shares 21,895 Est. Cost $161.66 Unrealized +21.5%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $4,795 Shares 104,862 Est. Cost $34.28 Unrealized +19.9%
DRI DARDEN RESTAURANTS, INC. 0.5%
Value ($000) $4,720 Shares 28,760 Est. Cost $156.48 Unrealized -7.0%
SNY SANOFI-AVENTIS - ADR 0.5%
Value ($000) $4,700 Shares 81,562 Est. Cost $48.60 Unrealized
VICI VICI PROPERTIES INC 0.5%
Value ($000) $4,625 Shares 138,841 Est. Cost $26.85 Unrealized +8.6%
AWK AMERICAN WATER WORKS CO 0.5%
Value ($000) $4,549 Shares 31,106 Est. Cost $132.55 Unrealized +3.5%
TGT TARGET CORP 0.4%
Value ($000) $4,458 Shares 28,601 Est. Cost $166.01 Unrealized -15.1%
ABBV ABBVIE INC 0.4%
Value ($000) $4,423 Shares 22,395 Est. Cost $173.23 Unrealized +3.2%
PFE PFIZER INC 0.4%
Value ($000) $4,043 Shares 139,702 Est. Cost $31.72 Unrealized -15.9%
IAU ISHARES GOLD TRUST 0.4%
Value ($000) $3,885 Shares 78,167 Est. Cost $34.65 Unrealized
GIS GENERAL MILLS INC 0.4%
Value ($000) $3,877 Shares 52,495 Est. Cost $60.37 Unrealized +8.7%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $3,816 Shares 27,989 Est. Cost $87.23 Unrealized +38.2%
SLB SCHLUMBERGER LIMITED 0.4%
Value ($000) $3,650 Shares 87,012 Est. Cost $45.94 Unrealized -7.1%
BTI BRITISH AMERICAN TOB SP ADR 0.3%
Value ($000) $3,466 Shares 94,746 Est. Cost $33.13 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $3,382 Shares 83,275 Est. Cost $22.55 Unrealized +57.5%
BCE BCE INC 0.3%
Value ($000) $2,963 Shares 85,131 Est. Cost $31.57 Unrealized -3.6%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $2,805 Shares 7,305 Est. Cost $210.78 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $2,140 Shares 12,800 Est. Cost $118.52 Unrealized +42.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,037 Shares 24,357 Est. Cost $63.15 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.2%
Value ($000) $2,013 Shares 4,373 Est. Cost $215.65 Unrealized +105.0%
VYMI VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD 0.2%
Value ($000) $1,973 Shares 26,878 Est. Cost $62.10 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,591 Shares 8,035 Est. Cost $69.30 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,580 Shares 29,926 Est. Cost $43.40 Unrealized
PG PROCTER & GAMBLE CO. 0.2%
Value ($000) $1,562 Shares 9,021 Est. Cost $117.57 Unrealized +39.7%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $1,441 Shares 42,887 Est. Cost $25.25 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $1,426 Shares 3,417 Est. Cost $332.52 Unrealized +11.0%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $1,403 Shares 20,929 Est. Cost $65.30 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,307 Shares 43,230 Est. Cost $30.16 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $1,273 Shares 2,577 Est. Cost $425.35 Unrealized +8.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD-ADR 0.1%
Value ($000) $1,234 Shares 7,107 Est. Cost $99.66 Unrealized
IJR ISHARES CORE SP SMALL CAP ETF 0.1%
Value ($000) $1,122 Shares 9,596 Est. Cost $99.80 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $1,104 Shares 1,248 Est. Cost $192.18 Unrealized +41.7%
ICLR ICON PLC COM 0.1%
Value ($000) $1,093 Shares 3,804 Est. Cost $255.62 Unrealized +23.4%
NVO NOVO-NORDISK A/S - SPONS ADR 0.1%
Value ($000) $1,091 Shares 9,161 Est. Cost $101.05 Unrealized
ASML ASML HOLDINGS NV NY REG SHS 2012 0.1%
Value ($000) $1,056 Shares 1,267 Est. Cost $719.49 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $1,007 Shares 24,324 Est. Cost $46.44 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $998 Shares 2,358 Est. Cost $150.75 Unrealized
BLACKROCK INC 0.1%
Value ($000) $980 Shares 1,032 Est. Cost $360.46 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.1%
Value ($000) $964 Shares 15,471 Est. Cost $89.59 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $943 Shares 12,031 Est. Cost $75.13 Unrealized
CTAS CINTAS CORPORATION 0.1%
Value ($000) $939 Shares 4,560 Est. Cost $170.11 Unrealized +12.2%
IBM IBM 0.1%
Value ($000) $939 Shares 4,246 Est. Cost $146.18 Unrealized +29.3%
BSV VANGUARD BOND INDEX SHORT-TERM BOND ETF 0.1%
Value ($000) $928 Shares 11,793 Est. Cost $75.91 Unrealized
VLO VALERO ENERGY NEW 0.1%
Value ($000) $896 Shares 6,635 Est. Cost $57.82 Unrealized +141.1%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $846 Shares 4,963 Est. Cost $47.77 Unrealized +199.5%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $820 Shares 17,146 Est. Cost $39.26 Unrealized
BNS BANK OF NOVA SCOTIA 0.1%
Value ($000) $819 Shares 15,025 Est. Cost $41.99 Unrealized +8.9%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $768 Shares 2,774 Est. Cost $85.02 Unrealized +198.1%
MCO MOODY'S CORPORATION 0.1%
Value ($000) $748 Shares 1,577 Est. Cost $379.14 Unrealized +21.0%
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $717 Shares 11,600 Est. Cost $51.65 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $707 Shares 6,144 Est. Cost $100.68 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.1%
Value ($000) $681 Shares 17,677 Est. Cost $33.32 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $675 Shares 2,800 Est. Cost $231.63 Unrealized -1.7%
CBRE CBRE GROUP INC 0.1%
Value ($000) $625 Shares 5,024 Est. Cost $89.71 Unrealized +21.5%
SYK STRYKER CORP 0.1%
Value ($000) $617 Shares 1,709 Est. Cost $288.74 Unrealized +17.9%
DEO DIAGEO PLC-SPONSORED ADR 0.1%
Value ($000) $610 Shares 4,345 Est. Cost $127.21 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $610 Shares 9,436 Est. Cost $63.32 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $609 Shares 6,049 Est. Cost $100.65 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $591 Shares 1,574 Est. Cost $192.03 Unrealized
AXP AMERICAN EXPRESS CO. 0.1%
Value ($000) $564 Shares 2,080 Est. Cost $145.88 Unrealized +68.0%
ABEV AMBEV SA ADR 0.1%
Value ($000) $554 Shares 227,071 Est. Cost $2.50 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $551 Shares 2,103 Est. Cost $193.49 Unrealized +22.6%
CPRT COPART INC 0.1%
Value ($000) $545 Shares 10,392 Est. Cost $51.20 Unrealized +1.4%
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $537 Shares 5,170 Est. Cost $57.90 Unrealized +70.9%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $535 Shares 5,488 Est. Cost $82.17 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $528 Shares 1,082 Est. Cost $388.91 Unrealized
SHEL SHELL PLC SPONS ADR 0.1%
Value ($000) $526 Shares 7,972 Est. Cost $64.02 Unrealized
SO SOUTHERN CO. 0.0%
Value ($000) $498 Shares 5,518 Est. Cost $60.47 Unrealized +35.0%
KLAC KLA CORPORATION 0.0%
Value ($000) $490 Shares 633 Est. Cost $285.04 Unrealized +171.9%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $470 Shares 2,019 Est. Cost $132.31 Unrealized +59.3%
PSA PUBLIC STORAGE 0.0%
Value ($000) $458 Shares 1,258 Est. Cost $162.98 Unrealized +88.1%
EME EMCOR GROUP INC 0.0%
Value ($000) $441 Shares 1,024 Est. Cost $267.38 Unrealized +40.8%
NKE NIKE INC - CLASS B 0.0%
Value ($000) $429 Shares 4,849 Est. Cost $61.41 Unrealized +23.8%
EQIX EQUINIX INC 0.0%
Value ($000) $419 Shares 472 Est. Cost $581.88 Unrealized +36.6%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $408 Shares 1,827 Est. Cost $194.70 Unrealized +11.4%
VST VISTRA CORP 0.0%
Value ($000) $403 Shares 3,398 Est. Cost $48.74 Unrealized +72.6%
CLX CLOROX COMPANY 0.0%
Value ($000) $375 Shares 2,304 Est. Cost $125.09 Unrealized +12.9%
ETN EATON CORP PLC 0.0%
Value ($000) $361 Shares 1,089 Est. Cost $121.06 Unrealized +148.8%
PLD PROLOGIS INC 0.0%
Value ($000) $351 Shares 2,782 Est. Cost $86.63 Unrealized +36.3%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $350 Shares 6,774 Est. Cost $47.59 Unrealized -8.3%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $350 Shares 650 Est. Cost $204.80 Unrealized +161.8%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $348 Shares 1,252 Est. Cost $73.04 Unrealized +259.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $337 Shares 8,501 Est. Cost $30.60 Unrealized +26.7%
RVTY REVVITY INC 0.0%
Value ($000) $336 Shares 2,630 Est. Cost $75.69 Unrealized +54.8%
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $334 Shares 12,372 Est. Cost $21.60 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $322 Shares 3,307 Est. Cost $63.26 Unrealized +30.9%
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $320 Shares 5,871 Est. Cost $46.62 Unrealized
SUN SUNOCO LP 0.0%
Value ($000) $309 Shares 5,760 Est. Cost $56.54 Unrealized
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $306 Shares 1,205 Est. Cost $170.36 Unrealized +25.7%
T AT&T INC. 0.0%
Value ($000) $306 Shares 13,899 Est. Cost $15.51 Unrealized +21.1%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $299 Shares 1,488 Est. Cost $173.59 Unrealized +14.0%
MMM 3M CO 0.0%
Value ($000) $299 Shares 2,184 Est. Cost $99.32 Unrealized +20.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $292 Shares 4,298 Est. Cost $68.52 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $291 Shares 5,976 Est. Cost $48.46 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQU 0.0%
Value ($000) $286 Shares 6,372 Est. Cost $45.21 Unrealized
AMGN AMGEN, INC 0.0%
Value ($000) $275 Shares 852 Est. Cost $238.55 Unrealized +31.3%
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $271 Shares 6,502 Est. Cost $33.48 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $271 Shares 86 Est. Cost $2858.33 Unrealized +7.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $271 Shares 1,999 Est. Cost $69.47 Unrealized
IJK ISHARES SP MID CAP 400 GROWTH ETF 0.0%
Value ($000) $265 Shares 2,886 Est. Cost $91.93 Unrealized
DFUS DIMENSIONAL US EQUITY MARKET ETF 0.0%
Value ($000) $260 Shares 4,184 Est. Cost $41.61 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $254 Shares 2,054 Est. Cost $112.73 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $252 Shares 2,555 Est. Cost $80.39 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $252 Shares 1,328 Est. Cost $129.62 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $251 Shares 1,961 Est. Cost $56.28 Unrealized +102.3%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $251 Shares 2,929 Est. Cost $82.26 Unrealized -1.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $251 Shares 1,796 Est. Cost $105.44 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $249 Shares 2,025 Est. Cost $76.04 Unrealized +43.6%
CIGI COLLIERS INTL GR-SUBORD VOT 0.0%
Value ($000) $243 Shares 1,599 Est. Cost $118.02 Unrealized +15.0%
ROST ROSS STORES INC 0.0%
Value ($000) $239 Shares 1,591 Est. Cost $86.23 Unrealized +68.6%
SCHY SCHWAB INTERNATIONAL DVD ETF 0.0%
Value ($000) $236 Shares 9,013 Est. Cost $23.57 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $231 Shares 1,711 Est. Cost $82.57 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $227 Shares 987 Est. Cost $105.93 Unrealized +107.8%
MS MORGAN STANLEY 0.0%
Value ($000) $217 Shares 2,084 Est. Cost $37.79 Unrealized +156.5%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $212 Shares 2,808 Est. Cost $86.08 Unrealized -11.9%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $212 Shares 1,180 Est. Cost $136.81 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $208 Shares 1,369 Est. Cost $179.93 Unrealized -4.7%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $204 Shares 1,431 Est. Cost $99.57 Unrealized +34.8%
CR CRANE CO 0.0%
Value ($000) $203 Shares 1,285 Est. Cost $126.18 Unrealized +18.5%
SONY SONY CORP-SPONSORED ADR 0.0%
Value ($000) $195 Shares 2,021 Est. Cost $85.00 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $193 Shares 1,390 Est. Cost $77.46 Unrealized +60.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $192 Shares 2,849 Est. Cost $64.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $189 Shares 1,264 Est. Cost $139.56 Unrealized +0.2%
WPC WP CAREY INC 0.0%
Value ($000) $184 Shares 2,952 Est. Cost $74.63 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $183 Shares 1,083 Est. Cost $102.58 Unrealized +43.9%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $181 Shares 3,950 Est. Cost $30.68 Unrealized +34.7%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $179 Shares 794 Est. Cost $149.64 Unrealized +37.2%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $176 Shares 1,080 Est. Cost $164.35 Unrealized -0.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $175 Shares 299 Est. Cost $576.59 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $172 Shares 4,885 Est. Cost $30.63 Unrealized +10.6%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $170 Shares 998 Est. Cost $158.34 Unrealized +2.2%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $169 Shares 2,587 Est. Cost $53.17 Unrealized +6.4%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $168 Shares 2,257 Est. Cost $50.81 Unrealized +34.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $166 Shares 2,881 Est. Cost $60.67 Unrealized -15.7%
MSCI MSCI INC 0.0%
Value ($000) $166 Shares 284 Est. Cost $549.49 Unrealized -3.0%
CAT CATERPILLAR INC. 0.0%
Value ($000) $159 Shares 407 Est. Cost $210.66 Unrealized +60.8%
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $157 Shares 2,655 Est. Cost $58.05 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $156 Shares 1,397 Est. Cost $92.75 Unrealized +12.9%
RTX RTX CORPORATION 0.0%
Value ($000) $151 Shares 1,249 Est. Cost $83.67 Unrealized +32.8%
MKL MARKEL CORPORATION 0.0%
Value ($000) $151 Shares 96 Est. Cost $1468.48 Unrealized +6.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $151 Shares 1,929 Est. Cost $64.32 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $145 Shares 3,477 Est. Cost $41.76 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $145 Shares 1,798 Est. Cost $48.94 Unrealized +40.0%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $143 Shares 1,431 Est. Cost $135.40 Unrealized -31.9%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $142 Shares 2,245 Est. Cost $45.00 Unrealized +22.2%
DOC HEALTHPEAK OP, LLC 0.0%
Value ($000) $141 Shares 6,185 Est. Cost $21.86 Unrealized -9.5%
CMI CUMMINS INC 0.0%
Value ($000) $141 Shares 435 Est. Cost $195.82 Unrealized +47.1%
GFF GRIFFON CORP 0.0%
Value ($000) $140 Shares 2,000 Est. Cost $66.58 Unrealized -1.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $139 Shares 1,223 Est. Cost $88.96 Unrealized +20.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $135 Shares 1,700 Est. Cost $79.43 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $134 Shares 1,500 Est. Cost $43.81 Unrealized +70.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $133 Shares 441 Est. Cost $149.78 Unrealized +91.3%
TXT TEXTRON INC 0.0%
Value ($000) $133 Shares 1,500 Est. Cost $88.86 Unrealized -0.8%
GGG GRACO INC 0.0%
Value ($000) $131 Shares 1,500 Est. Cost $81.75 Unrealized -1.7%
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $131 Shares 2,352 Est. Cost $43.95 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $131 Shares 1,000 Est. Cost $60.70 Unrealized +93.4%
NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $124 Shares 9,257 Est. Cost $13.39 Unrealized
GABELLI EQUITY TRUST INC 0.0%
Value ($000) $123 Shares 22,318 Est. Cost $5.49 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $119 Shares 1,856 Est. Cost $37.86 Unrealized +47.8%
BCO THE BRINKS CO. 0.0%
Value ($000) $118 Shares 1,024 Est. Cost $81.41 Unrealized +28.0%
PPL PPL CORP COM 0.0%
Value ($000) $117 Shares 3,547 Est. Cost $17.96 Unrealized +62.7%
MO ALTRIA GROUP INC. 0.0%
Value ($000) $117 Shares 2,289 Est. Cost $30.32 Unrealized +50.1%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $116 Shares 440 Est. Cost $147.73 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $115 Shares 1,308 Est. Cost $68.23 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $113 Shares 511 Est. Cost $190.92 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $112 Shares 1,408 Est. Cost $67.24 Unrealized +2.5%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $108 Shares 278 Est. Cost $304.71 Unrealized +12.6%
EES WISDOMTREE US SMALLCAP FUND 0.0%
Value ($000) $105 Shares 1,991 Est. Cost $47.13 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $105 Shares 995 Est. Cost $81.90 Unrealized +28.3%
RANI RANI THERAPEUTICS HOLDINGS-A 0.0%
Value ($000) $104 Shares 48,129 Est. Cost $10.60 Unrealized -73.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $104 Shares 640 Est. Cost $106.46 Unrealized +38.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $103 Shares 6,425 Est. Cost $14.00 Unrealized
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $103 Shares 426 Est. Cost $240.83 Unrealized -10.4%
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $101 Shares 5,747 Est. Cost $14.37 Unrealized +10.9%
SSNC SS&C TECHNOLOGIES HOLDINGS, INC. 0.0%
Value ($000) $101 Shares 1,355 Est. Cost $62.10 Unrealized +14.2%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $99 Shares 4,846 Est. Cost $17.62 Unrealized +4.3%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $98 Shares 688 Est. Cost $123.63 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $96 Shares 205 Est. Cost $242.16 Unrealized +76.1%
WMB WILLIAMS COS INC 0.0%
Value ($000) $96 Shares 2,106 Est. Cost $40.92 Unrealized +2.1%
IOSP INNOSPEC INC 0.0%
Value ($000) $96 Shares 848 Est. Cost $117.37 Unrealized -3.6%
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $96 Shares 4,785 Est. Cost $39.36 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $95 Shares 726 Est. Cost $49.38 Unrealized +160.0%
XYL XYLEM INC 0.0%
Value ($000) $95 Shares 700 Est. Cost $133.48 Unrealized -1.4%
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $92 Shares 700 Est. Cost $49.68 Unrealized +14.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $91 Shares 3,097 Est. Cost $28.87 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $90 Shares 756 Est. Cost $130.54 Unrealized -16.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $90 Shares 1,195 Est. Cost $74.42 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $88 Shares 920 Est. Cost $93.02 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $87 Shares 300 Est. Cost $13.37 Unrealized +292.7%
LRN STRIDE INC 0.0%
Value ($000) $87 Shares 1,017 Est. Cost $60.30 Unrealized +28.2%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $86 Shares 1,225 Est. Cost $137.67 Unrealized -33.8%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $85 Shares 702 Est. Cost $70.50 Unrealized +55.8%
BATRA ATLANTA BRAVES HOLDINGS IN-A 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $41.41 Unrealized +7.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $84 Shares 774 Est. Cost $106.73 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $83 Shares 1,995 Est. Cost $39.60 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $80 Shares 450 Est. Cost $67.40 Unrealized +166.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $80 Shares 1,179 Est. Cost $55.77 Unrealized +8.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $79 Shares 450 Est. Cost $105.41 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $78 Shares 1,923 Est. Cost $37.96 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $77 Shares 311 Est. Cost $169.85 Unrealized +35.3%
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $77 Shares 2,144 Est. Cost $55.77 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $76 Shares 570 Est. Cost $145.07 Unrealized -15.9%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $72 Shares 1,721 Est. Cost $30.00 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $72 Shares 617 Est. Cost $123.03 Unrealized -8.0%
CXT CRANE NXT, CO 0.0%
Value ($000) $72 Shares 1,285 Est. Cost $53.82 Unrealized +6.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $71 Shares 252 Est. Cost $174.79 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $71 Shares 909 Est. Cost $49.85 Unrealized +44.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $71 Shares 796 Est. Cost $27.86 Unrealized +18.4%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $70 Shares 1,582 Est. Cost $40.19 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $70 Shares 5,500 Est. Cost $19.16 Unrealized -29.1%
SEM SELECT MEDICAL HOLDINGS CORP 0.0%
Value ($000) $70 Shares 2,000 Est. Cost $16.62 Unrealized +12.7%
EVRG EVERGY INC 0.0%
Value ($000) $68 Shares 1,097 Est. Cost $51.29 Unrealized +7.4%
NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $68 Shares 5,657 Est. Cost $11.97 Unrealized
SUB ISHARES SHORT-TERM NATIONAL 0.0%
Value ($000) $68 Shares 637 Est. Cost $104.04 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $66 Shares 800 Est. Cost $78.53 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $66 Shares 590 Est. Cost $76.72 Unrealized +36.9%
HCA HCA HEALTHCARE, INC 0.0%
Value ($000) $66 Shares 162 Est. Cost $362.13 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWT 0.0%
Value ($000) $65 Shares 779 Est. Cost $80.13 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $65 Shares 560 Est. Cost $82.36 Unrealized +28.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $64 Shares 31 Est. Cost $1578.70 Unrealized +19.2%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $63 Shares 240 Est. Cost $232.04 Unrealized
COIN COINBASE GLOBAL INC-CLASS A 0.0%
Value ($000) $62 Shares 350 Est. Cost $52.69 Unrealized +280.1%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $61 Shares 1,082 Est. Cost $55.41 Unrealized -1.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $61 Shares 131 Est. Cost $462.50 Unrealized +3.9%
TSLA TESLA INC 0.0%
Value ($000) $59 Shares 227 Est. Cost $252.04 Unrealized -9.5%
WESTERN ASSET MANAGED MUNICIPALS INCOME FUND 0.0%
Value ($000) $59 Shares 5,412 Est. Cost $10.84 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.0%
Value ($000) $59 Shares 1,109 Est. Cost $48.74 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $57 Shares 1,712 Est. Cost $23.27 Unrealized +0.9%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $56 Shares 800 Est. Cost $36.25 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $56 Shares 298 Est. Cost $120.00 Unrealized +39.9%
NUMG NUVEEN ESG MID CAP GROWTH ETF 0.0%
Value ($000) $56 Shares 1,248 Est. Cost $34.46 Unrealized
GXO GXO LOGISTICS INC 0.0%
Value ($000) $56 Shares 1,073 Est. Cost $53.72 Unrealized -5.7%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 0.0%
Value ($000) $55 Shares 542 Est. Cost $101.27 Unrealized
PWR QUANTA SERVICES, INC. 0.0%
Value ($000) $54 Shares 182 Est. Cost $263.91 Unrealized 0.0%
INTC INTEL CORPORATION 0.0%
Value ($000) $54 Shares 2,308 Est. Cost $35.69 Unrealized -30.2%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $54 Shares 231 Est. Cost $159.51 Unrealized +35.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $54 Shares 420 Est. Cost $118.60 Unrealized
BUD ANHEUSER-BUSCH INBEV NV-SPN ADR 0.0%
Value ($000) $53 Shares 807 Est. Cost $66.29 Unrealized
MSA MSA SAFETY INC 0.0%
Value ($000) $53 Shares 300 Est. Cost $185.92 Unrealized -2.2%
NI NISOURCE INC. 0.0%
Value ($000) $53 Shares 1,522 Est. Cost $30.42 Unrealized +1.0%
TTC TORO COMPANY 0.0%
Value ($000) $52 Shares 600 Est. Cost $88.20 Unrealized +1.9%
PCAR PACCAR INC 0.0%
Value ($000) $52 Shares 525 Est. Cost $59.82 Unrealized +54.2%
HAS HASBRO, INC. 0.0%
Value ($000) $52 Shares 715 Est. Cost $51.88 Unrealized +18.3%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 217 Est. Cost $168.24 Unrealized +33.5%
AFL AFLAC INC 0.0%
Value ($000) $51 Shares 458 Est. Cost $36.47 Unrealized +170.8%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $51 Shares 1,403 Est. Cost $37.06 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $51 Shares 675 Est. Cost $51.61 Unrealized +36.4%
C CITIGROUP INC 0.0%
Value ($000) $50 Shares 806 Est. Cost $59.42 Unrealized 0.0%
VC VISTEON CORP 0.0%
Value ($000) $50 Shares 520 Est. Cost $116.16 Unrealized -12.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $49 Shares 182 Est. Cost $99.52 Unrealized +160.7%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $48 Shares 262 Est. Cost $100.35 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $47 Shares 542 Est. Cost $40.14 Unrealized +91.3%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $45 Shares 882 Est. Cost $75.95 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $45 Shares 165 Est. Cost $208.13 Unrealized +35.1%
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $45 Shares 500 Est. Cost $79.92 Unrealized +5.1%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $45 Shares 320 Est. Cost $90.46 Unrealized +43.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $45 Shares 495 Est. Cost $86.23 Unrealized -6.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $44 Shares 479 Est. Cost $57.32 Unrealized +42.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $42 Shares 325 Est. Cost $136.56 Unrealized -9.7%
RXO RXO INC 0.0%
Value ($000) $42 Shares 1,494 Est. Cost $21.36 Unrealized +32.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $42 Shares 1,885 Est. Cost $16.18 Unrealized +22.7%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $41 Shares 495 Est. Cost $51.49 Unrealized +53.1%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $41 Shares 399 Est. Cost $55.27 Unrealized +68.3%
IDA IDACORP INC 0.0%
Value ($000) $41 Shares 400 Est. Cost $93.46 Unrealized +6.9%
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $41 Shares 165 Est. Cost $210.49 Unrealized +10.7%
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $41 Shares 125 Est. Cost $224.17 Unrealized
LUMINAR TECHOLOGIES INC 0.0%
Value ($000) $41 Shares 45,171 Est. Cost $6.88 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $40 Shares 1,047 Est. Cost $45.38 Unrealized -21.3%
CSX CSX CORP. 0.0%
Value ($000) $39 Shares 1,137 Est. Cost $32.43 Unrealized +2.4%
PH PARKER HANNIFIN CORP. 0.0%
Value ($000) $39 Shares 62 Est. Cost $544.10 Unrealized +3.0%
ELV ELEVANCE HEALTH, INC 0.0%
Value ($000) $39 Shares 75 Est. Cost $428.70 Unrealized +21.5%
GABELLI UTILITY TRUST 0.0%
Value ($000) $38 Shares 7,277 Est. Cost $7.90 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $38 Shares 446 Est. Cost $62.78 Unrealized
WTRG ESSENTIAL UTILITIES, INC. 0.0%
Value ($000) $37 Shares 969 Est. Cost $43.38 Unrealized -9.4%
FNV FRANCO- NEVADA CORP 0.0%
Value ($000) $37 Shares 300 Est. Cost $119.91 Unrealized +2.2%
SIRI SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $37 Shares 1,573 Est. Cost $31.06 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $37 Shares 862 Est. Cost $31.83 Unrealized +21.2%
HR HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $21.00 Unrealized
VOO VANGAURD S&P 500 ETF 0.0%
Value ($000) $36 Shares 68 Est. Cost $387.97 Unrealized
BHRB BURKE & HERBERT FINANCIAL SE 0.0%
Value ($000) $36 Shares 585 Est. Cost $58.63 Unrealized -1.3%
DOV DOVER CORPORATION 0.0%
Value ($000) $36 Shares 186 Est. Cost $128.18 Unrealized +40.0%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $36 Shares 720 Est. Cost $48.67 Unrealized
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $35 Shares 4,549 Est. Cost $14.70 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $34 Shares 597 Est. Cost $51.92 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $34 Shares 1,385 Est. Cost $17.28 Unrealized +52.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $34 Shares 274 Est. Cost $120.40 Unrealized 0.0%
COLUMBIA SELIG PREM TECH GW 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $23.00 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $33 Shares 74 Est. Cost $288.26 Unrealized +42.5%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $32 Shares 378 Est. Cost $50.94 Unrealized +50.4%
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $31 Shares 67 Est. Cost $318.07 Unrealized +31.5%
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $30 Shares 1,731 Est. Cost $20.45 Unrealized -16.7%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $30 Shares 500 Est. Cost $54.82 Unrealized +6.7%
ITT ITT INC 0.0%
Value ($000) $30 Shares 200 Est. Cost $131.31 Unrealized +3.7%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $30 Shares 125 Est. Cost $221.75 Unrealized
HPQ HP INC 0.0%
Value ($000) $30 Shares 825 Est. Cost $27.94 Unrealized +19.0%
XPO XPO INC 0.0%
Value ($000) $29 Shares 269 Est. Cost $62.82 Unrealized +78.2%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $29 Shares 58 Est. Cost $245.09 Unrealized +125.8%
FLEX FLEX LTD. 0.0%
Value ($000) $28 Shares 850 Est. Cost $15.00 Unrealized +104.9%
ICUI ICU MEDICAL INC 0.0%
Value ($000) $28 Shares 155 Est. Cost $99.43 Unrealized +48.9%
ECL ECOLAB INC 0.0%
Value ($000) $28 Shares 110 Est. Cost $175.85 Unrealized +37.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 335 Est. Cost $84.16 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $28 Shares 57 Est. Cost $398.28 Unrealized +16.9%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $28 Shares 216 Est. Cost $107.12 Unrealized +7.2%
ADSK AUTODESK INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $224.64 Unrealized +12.1%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $27 Shares 72 Est. Cost $210.19 Unrealized +64.1%
TER TERADYNE INC 0.0%
Value ($000) $27 Shares 200 Est. Cost $126.14 Unrealized +6.2%
SPDW SPDR PORTFOLIO DEVELOPED WOR 0.0%
Value ($000) $25 Shares 665 Est. Cost $35.08 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $25 Shares 290 Est. Cost $43.73 Unrealized +71.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $25 Shares 240 Est. Cost $52.64 Unrealized +73.5%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 970 Est. Cost $27.54 Unrealized
IP INTERNATIONAL PAPER CO. 0.0%
Value ($000) $24 Shares 495 Est. Cost $42.80 Unrealized +3.2%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 989 Est. Cost $27.71 Unrealized
SHYFT GROUP INC/THE 0.0%
Value ($000) $24 Shares 1,920 Est. Cost $12.42 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $24 Shares 808 Est. Cost $26.41 Unrealized
MET METLIFE INC 0.0%
Value ($000) $23 Shares 281 Est. Cost $69.82 Unrealized +2.9%
MTB M&T BANK CORP. 0.0%
Value ($000) $23 Shares 128 Est. Cost $149.77 Unrealized +6.2%
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $10.90 Unrealized -8.3%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $22 Shares 230 Est. Cost $82.02 Unrealized +3.8%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $22 Shares 465 Est. Cost $21.03 Unrealized +104.9%
TXNM TXNM ENERGY, INC NO 0.0%
Value ($000) $22 Shares 500 Est. Cost $37.24 Unrealized +9.1%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $22 Shares 315 Est. Cost $36.14 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $22 Shares 381 Est. Cost $52.83 Unrealized
SUSB ISHARES ESG 1-5 YEAR USD CORP BOND 0.0%
Value ($000) $22 Shares 864 Est. Cost $25.16 Unrealized
FCFS FIRSTCASH HOLDINGS, INC 0.0%
Value ($000) $22 Shares 189 Est. Cost $72.50 Unrealized +53.2%
DOW DOW INC 0.0%
Value ($000) $21 Shares 391 Est. Cost $44.28 Unrealized +8.2%
ALL ALLSTATE CORP. 0.0%
Value ($000) $21 Shares 112 Est. Cost $82.53 Unrealized +109.4%
MSGS MADISON SQUARE GARDEN SPORTS 0.0%
Value ($000) $21 Shares 100 Est. Cost $185.40 Unrealized +8.4%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $200.57 Unrealized -3.6%
SRE SEMPRA COM 0.0%
Value ($000) $20 Shares 245 Est. Cost $59.14 Unrealized +29.2%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $20 Shares 150 Est. Cost $125.08 Unrealized 0.0%
KDP KEURIG DR PEPPER INC. 0.0%
Value ($000) $20 Shares 544 Est. Cost $31.64 Unrealized +6.3%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $20 Shares 322 Est. Cost $63.65 Unrealized -13.3%
IIPR INNOVATIVE INDUSTRIAL PROPER 0.0%
Value ($000) $20 Shares 150 Est. Cost $109.22 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $20 Shares 490 Est. Cost $38.41 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $20 Shares 78 Est. Cost $203.73 Unrealized +17.9%
TQQQ PROSHARES TR ULTRAPRO QQQ 0.0%
Value ($000) $20 Shares 276 Est. Cost $73.82 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $20 Shares 331 Est. Cost $57.71 Unrealized +0.2%
BAM BROOKFIELD ASSET MGMT-A 0.0%
Value ($000) $20 Shares 418 Est. Cost $38.78 Unrealized +3.4%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $17.00 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $41.80 Unrealized -5.4%
EBAY EBAY INC. 0.0%
Value ($000) $20 Shares 300 Est. Cost $50.93 Unrealized +10.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $19 Shares 435 Est. Cost $39.82 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $19 Shares 630 Est. Cost $40.44 Unrealized
TLT MFC ISHARES BARCLAYS 20 YEAR TREASURY BD ETF 0.0%
Value ($000) $19 Shares 190 Est. Cost $98.10 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $18 Shares 900 Est. Cost $18.06 Unrealized
LIBERTY MEDIA CORP-LIBERTY-C 0.0%
Value ($000) $18 Shares 351 Est. Cost $43.82 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $18 Shares 520 Est. Cost $27.59 Unrealized +6.7%
LKQ LKQ CORPORATION 0.0%
Value ($000) $17 Shares 430 Est. Cost $45.68 Unrealized -13.8%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $17 Shares 219 Est. Cost $63.78 Unrealized +4.6%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $17 Shares 140 Est. Cost $84.00 Unrealized +21.4%
WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC 0.0%
Value ($000) $16 Shares 2,274 Est. Cost $7.23 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $16 Shares 245 Est. Cost $65.91 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $16 Shares 96 Est. Cost $148.29 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $42.43 Unrealized +28.8%
NFLX NETFLIX INC 0.0%
Value ($000) $16 Shares 22 Est. Cost $42.36 Unrealized +57.9%
INMD INMODE LTD 0.0%
Value ($000) $16 Shares 920 Est. Cost $22.36 Unrealized -24.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 334 Est. Cost $45.81 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX 0.0%
Value ($000) $15 Shares 87 Est. Cost $174.51 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $15 Shares 500 Est. Cost $24.02 Unrealized +12.5%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $15 Shares 137 Est. Cost $76.36 Unrealized
ENLINK MIDSTREAM, LLC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $10.84 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 142 Est. Cost $70.07 Unrealized
FNF FNF GROUP 0.0%
Value ($000) $14 Shares 233 Est. Cost $51.50 Unrealized 0.0%
EXP EAGLE MATERIALS INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $248.47 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $14 Shares 472 Est. Cost $35.14 Unrealized -23.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 52 Est. Cost $260.72 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 57 Est. Cost $229.56 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 68 Est. Cost $191.88 Unrealized
MFS GOVERNMENT MARKETS INCOME TRUST 0.0%
Value ($000) $13 Shares 4,000 Est. Cost $3.31 Unrealized
LAM RESEARCH CORPORATION 0.0%
Value ($000) $13 Shares 16 Est. Cost $484.12 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $13 Shares 125 Est. Cost $103.98 Unrealized 0.0%
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $54.18 Unrealized +9.7%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $12 Shares 416 Est. Cost $26.86 Unrealized 0.0%
BP BP PLC SPONS ADR 0.0%
Value ($000) $12 Shares 390 Est. Cost $31.62 Unrealized
SPEM SPDR PORT S&P EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 283 Est. Cost $37.67 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 87 Est. Cost $132.25 Unrealized
ALC ALCON INC 0.0%
Value ($000) $11 Shares 114 Est. Cost $60.51 Unrealized +54.9%
CTVA CORTEVA INC 0.0%
Value ($000) $11 Shares 193 Est. Cost $41.05 Unrealized +31.0%
MTSI M A COM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.96 Unrealized +2.8%
TIP MFC ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.47 Unrealized
INTERPUBLIC GROUP COMPANIES INC 0.0%
Value ($000) $11 Shares 346 Est. Cost $29.01 Unrealized 0.0%
ATEX ANTERIX INC 0.0%
Value ($000) $11 Shares 289 Est. Cost $33.62 Unrealized +14.7%
F FORD MOTOR COMPANY 0.0%
Value ($000) $11 Shares 1,019 Est. Cost $10.44 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC. 0.0%
Value ($000) $10 Shares 513 Est. Cost $19.72 Unrealized 0.0%
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $29.46 Unrealized
TFC TRUIST FINANCIAL CORP COM 0.0%
Value ($000) $10 Shares 223 Est. Cost $44.90 Unrealized -11.9%
ENR ENERGIZER HOLDINGS, INC. 0.0%
Value ($000) $10 Shares 300 Est. Cost $26.49 Unrealized +5.3%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $10 Shares 320 Est. Cost $39.28 Unrealized
SE SEA LTD-ADR 0.0%
Value ($000) $9 Shares 100 Est. Cost $71.42 Unrealized
EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES 0.0%
Value ($000) $9 Shares 524 Est. Cost $17.95 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.56 Unrealized -1.6%
HRB H & R BLOCK INC 0.0%
Value ($000) $9 Shares 145 Est. Cost $57.15 Unrealized 0.0%
STX SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $9 Shares 84 Est. Cost $98.96 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $9 Shares 916 Est. Cost $13.54 Unrealized
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $9 Shares 391 Est. Cost $20.60 Unrealized 0.0%
BBY BEST BUY COMPANY INC 0.0%
Value ($000) $9 Shares 88 Est. Cost $83.90 Unrealized 0.0%
CMA COMERICA INCORPORATED 0.0%
Value ($000) $9 Shares 150 Est. Cost $51.74 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $9 Shares 773 Est. Cost $10.33 Unrealized +4.7%
LAZ LAZARD INC 0.0%
Value ($000) $9 Shares 177 Est. Cost $46.33 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $60.12 Unrealized +24.3%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $9 Shares 175 Est. Cost $46.80 Unrealized -8.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $9 Shares 175 Est. Cost $44.24 Unrealized 0.0%
ALB ALBEMARLE CORPORATION 0.0%
Value ($000) $9 Shares 92 Est. Cost $185.97 Unrealized -53.6%
UNM UNUM GROUP 0.0%
Value ($000) $9 Shares 146 Est. Cost $54.30 Unrealized 0.0%
SON SONOCO PRODUCTS COMPANY 0.0%
Value ($000) $9 Shares 156 Est. Cost $49.16 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC. 0.0%
Value ($000) $8 Shares 173 Est. Cost $48.49 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC 0.0%
Value ($000) $8 Shares 105 Est. Cost $68.63 Unrealized +7.0%
CALY CALLAWAY GOLF COMPANY 0.0%
Value ($000) $8 Shares 750 Est. Cost $12.58 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $73.28 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $480.65 Unrealized 0.0%
PARAMOUNT GLOBAL-CLASS A 0.0%
Value ($000) $8 Shares 357 Est. Cost $18.38 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 51 Est. Cost $138.49 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $7 Shares 144 Est. Cost $61.61 Unrealized -10.1%
MRTN MARTEN TRANSPORT LTD 0.0%
Value ($000) $7 Shares 410 Est. Cost $19.05 Unrealized -10.2%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $7 Shares 92 Est. Cost $56.62 Unrealized +21.8%
STT STATE STREET CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $68.63 Unrealized +14.8%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 6 Est. Cost $48.69 Unrealized +50.9%
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $7 Shares 106 Est. Cost $64.30 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $7 Shares 820 Est. Cost $10.00 Unrealized -21.8%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $7 Shares 242 Est. Cost $40.29 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $7 Shares 151 Est. Cost $38.90 Unrealized +10.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $7 Shares 26 Est. Cost $191.56 Unrealized 0.0%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
MSGE MADISON SQUARE GARDEN ENTERT 0.0%
Value ($000) $6 Shares 151 Est. Cost $36.96 Unrealized +5.6%
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $6 Shares 59 Est. Cost $100.51 Unrealized 0.0%
LGIH LGI HOMES INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $96.55 Unrealized +9.2%
LIBERTY MEDIA CORP-LIBERTY-A 0.0%
Value ($000) $6 Shares 118 Est. Cost $42.35 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $6 Shares 25 Est. Cost $136.81 Unrealized
NATL NCR ATLEOS CORP 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.89 Unrealized +27.1%
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $6 Shares 401 Est. Cost $15.96 Unrealized
VYX NCR VOYIX CORP 0.0%
Value ($000) $5 Shares 400 Est. Cost $11.46 Unrealized +16.6%
NOW SERVICENOW INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $96.26 Unrealized +70.8%
KELLANOVA 0.0%
Value ($000) $5 Shares 66 Est. Cost $49.63 Unrealized +37.8%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $149.37 Unrealized -31.6%
EMBC EMBECTA CORP 0.0%
Value ($000) $5 Shares 360 Est. Cost $13.74 Unrealized -0.5%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.15 Unrealized +7.4%
ZD J2 GLOBAL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.01 Unrealized -13.4%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $165.82 Unrealized 0.0%
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $5 Shares 265 Est. Cost $13.33 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $5 Shares 50 Est. Cost $79.27 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $27.39 Unrealized +29.7%
HOG HARLEY-DAVIDSON INC 0.0%
Value ($000) $5 Shares 120 Est. Cost $36.33 Unrealized -0.2%
FMC FMC CORP 0.0%
Value ($000) $4 Shares 67 Est. Cost $57.03 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $87.59 Unrealized +16.7%
SII SPROTT INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.79 Unrealized +1.4%
PICK ISHARES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.83 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $98.11 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $72.62 Unrealized +38.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $69.28 Unrealized +5.5%
PHG KONINKLIJKE PHILIPS N.V. 0.0%
Value ($000) $4 Shares 109 Est. Cost $25.20 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $72.64 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $3 Shares 13 Est. Cost $77.84 Unrealized +153.3%
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.30 Unrealized +19.5%
SCI SERVICE CORPORATION INTERNATIONAL 0.0%
Value ($000) $3 Shares 40 Est. Cost $70.56 Unrealized +7.7%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $3 Shares 37 Est. Cost $196.43 Unrealized -46.0%
WPP WPP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 59 Est. Cost $52.28 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FA ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $67.51 Unrealized
OMF ONEMAIN HOLDINGS INC 0.0%
Value ($000) $3 Shares 63 Est. Cost $48.06 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $3 Shares 272 Est. Cost $7.83 Unrealized
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $3 Shares 31 Est. Cost $76.00 Unrealized +10.2%
TEL TE CONNECTIVITY 0.0%
Value ($000) $3 Shares 18 Est. Cost $146.90 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.19 Unrealized +14.0%
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $2 Shares 187 Est. Cost $8.60 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $2 Shares 8 Est. Cost $199.93 Unrealized +35.4%
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $2 Shares 14 Est. Cost $104.00 Unrealized +46.1%
IBN ICICI BANK LTD SPON ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.08 Unrealized
RELX RELX PLC SPON ADR 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.43 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 101 Est. Cost $16.04 Unrealized +13.2%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.81 Unrealized -3.2%
SHOP SHOPIFY INC- CLASS A 0.0%
Value ($000) $2 Shares 25 Est. Cost $56.53 Unrealized +22.2%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $22.90 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $143.06 Unrealized +18.7%
MUFG MITSUBISHI UFJ FINANCIAL GROUP, INC. ADR 0.0%
Value ($000) $2 Shares 192 Est. Cost $7.37 Unrealized
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $2 Shares 6 Est. Cost $272.92 Unrealized +23.2%
NORDSTROM, INC. 0.0%
Value ($000) $2 Shares 86 Est. Cost $48.15 Unrealized
WRN WESTERN COPPER AND GOLD CORP 0.0%
Value ($000) $2 Shares 1,600 Est. Cost $1.40 Unrealized -17.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 209 Est. Cost $35.20 Unrealized
CCL CARNIVAL CORP. 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.05 Unrealized -43.7%
TM TOYOTA MOTOR CORP - SPON ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $160.78 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $51.98 Unrealized -53.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $48.93 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $58.80 Unrealized +74.1%
EXC EXELON CORPORATION 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.44 Unrealized -4.5%
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $1 Shares 45 Est. Cost $31.96 Unrealized -5.6%
HL HECLA MINING COMPANY 0.0%
Value ($000) $1 Shares 208 Est. Cost $5.29 Unrealized +9.8%
AME AMETEK INC (NEW) 0.0%
Value ($000) $1 Shares 7 Est. Cost $138.26 Unrealized +19.6%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $51.16 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $370.68 Unrealized +44.8%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.69 Unrealized -4.1%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $196.69 Unrealized +75.3%
CCSI CONSENSUS CLOUD SOLUTION 0.0%
Value ($000) $1 Shares 33 Est. Cost $16.18 Unrealized +29.0%
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $1 Shares 208 Est. Cost $3.73 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $1 Shares 54 Est. Cost $15.16 Unrealized 0.0%
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.11 Unrealized
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $5.15 Unrealized +4.2%
MARA MARA HOLDINGS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $18.99 Unrealized -4.6%
EMX EMX ROYALTY CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $1.80 Unrealized
SOLV SOLVENTUM CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.14 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.22 Unrealized +0.6%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.53 Unrealized -15.4%
BITF BITFARMS LTD/CANADA 0.0%
Value ($000) $0 Shares 186 Est. Cost $2.15 Unrealized +7.7%
EDIT Editas Medicine Inc 0.0%
Value ($000) $0 Shares 110 Est. Cost $5.64 Unrealized -22.8%
BTBT BIT DIGITAL INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $2.44 Unrealized +36.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $13.14 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $10.09 Unrealized -14.2%
GABELLI UTILITY TRUST 0.0%
Value ($000) $0 Shares 7,280 Est. Cost $0.03 Unrealized
DIGIHOST TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 148 Est. Cost $1.28 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.20 Unrealized -15.0%
DTIL PRECISION BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.78 Unrealized -18.3%
MIND MEDICINE 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.20 Unrealized
HELP Cybin Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $9.89 Unrealized 0.0%
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.38 Unrealized -74.5%
VAL/WS VALARIS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.00 Unrealized