MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value ($000): $946,835 (100.0% shares, 0.0% debt)

Holdings (602)

SPY SPDR S&P 500 ETF TRUST 2.7%
Value ($000) $25,517 Shares 45,615 Est. Cost $461.80 Unrealized
AVGO BROADCOM INC 2.4%
Value ($000) $23,190 Shares 138,508 Est. Cost $142.98 Unrealized +46.7%
AAPL APPLE INC. 2.4%
Value ($000) $22,298 Shares 100,383 Est. Cost $84.40 Unrealized +173.4%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $21,613 Shares 88,110 Est. Cost $54.38 Unrealized +361.4%
MSFT MICROSOFT CORPORATION 2.2%
Value ($000) $21,214 Shares 56,511 Est. Cost $62.31 Unrealized +550.1%
USTB VICTORY SHARES S-T BOND ETF 1.8%
Value ($000) $17,187 Shares 339,322 Est. Cost $50.68 Unrealized
RUSHA RUSH ENTERPRISES INC-CL A 1.8%
Value ($000) $16,808 Shares 314,696 Est. Cost $36.01 Unrealized +59.3%
COST COSTCO WHOLESALE CORP. 1.5%
Value ($000) $14,268 Shares 15,086 Est. Cost $104.76 Unrealized +826.5%
GLD SPDR GOLD TRUST 1.5%
Value ($000) $14,045 Shares 48,744 Est. Cost $122.61 Unrealized
TMUS T-MOBILE US INC 1.4%
Value ($000) $13,527 Shares 50,719 Est. Cost $115.30 Unrealized +110.8%
APH AMPHENOL CORP - CLASS A 1.4%
Value ($000) $13,293 Shares 202,671 Est. Cost $40.71 Unrealized +66.4%
WMT WAL-MART, INC. 1.4%
Value ($000) $12,894 Shares 146,877 Est. Cost $51.62 Unrealized +80.0%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 1.3%
Value ($000) $12,639 Shares 73,268 Est. Cost $60.05 Unrealized +169.9%
CMCSA COMCAST CORP. CLASS A 1.3%
Value ($000) $12,568 Shares 340,585 Est. Cost $30.97 Unrealized +13.1%
AMZN AMAZON.COM INC. 1.3%
Value ($000) $12,549 Shares 65,955 Est. Cost $122.06 Unrealized +77.8%
MRK MERCK & CO INC 1.3%
Value ($000) $12,439 Shares 138,577 Est. Cost $57.82 Unrealized +55.9%
TJX TJX COMPANIES INC 1.3%
Value ($000) $12,316 Shares 101,115 Est. Cost $43.05 Unrealized +179.0%
V VISA INC 1.3%
Value ($000) $12,276 Shares 35,028 Est. Cost $180.97 Unrealized +85.8%
META META PLATFORMS INC. 1.3%
Value ($000) $12,275 Shares 21,297 Est. Cost $224.94 Unrealized +186.0%
APO APOLLO GLOBAL MANAGEMENT INC 1.3%
Value ($000) $12,171 Shares 88,881 Est. Cost $60.41 Unrealized +151.4%
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $12,046 Shares 77,896 Est. Cost $106.20 Unrealized +70.2%
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $12,038 Shares 70,547 Est. Cost $137.01 Unrealized +35.0%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $11,956 Shares 110,319 Est. Cost $92.42 Unrealized +37.1%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $11,935 Shares 71,964 Est. Cost $89.84 Unrealized +69.7%
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $11,670 Shares 98,122 Est. Cost $75.74 Unrealized +41.5%
LLY ELI LILLY & CO 1.2%
Value ($000) $11,460 Shares 13,875 Est. Cost $594.43 Unrealized +39.1%
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $11,415 Shares 20,896 Est. Cost $323.73 Unrealized +82.5%
WM WASTE MANAGEMENT INC (NEW) 1.2%
Value ($000) $11,368 Shares 49,103 Est. Cost $143.57 Unrealized +52.1%
AON AON PLC COM 1.2%
Value ($000) $11,222 Shares 28,120 Est. Cost $305.64 Unrealized +24.9%
ROP ROPER TECHNOLOGIES INC 1.2%
Value ($000) $11,175 Shares 18,955 Est. Cost $360.52 Unrealized +54.6%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $10,619 Shares 2,305 Est. Cost $3654.84 Unrealized +29.9%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $10,443 Shares 62,425 Est. Cost $91.48 Unrealized +64.5%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $10,402 Shares 20,905 Est. Cost $129.04 Unrealized +318.3%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $10,219 Shares 20,113 Est. Cost $350.24 Unrealized +44.9%
UNH UNITEDHEALTH GROUP INC. 1.1%
Value ($000) $10,108 Shares 19,299 Est. Cost $264.84 Unrealized +88.6%
CRM SALESFORCE INC. 1.1%
Value ($000) $10,105 Shares 37,655 Est. Cost $175.43 Unrealized +76.1%
UNP UNION PACIFIC CORPORATION 1.1%
Value ($000) $10,029 Shares 42,452 Est. Cost $121.91 Unrealized +93.2%
INTU INTUIT COM 1.1%
Value ($000) $10,005 Shares 16,295 Est. Cost $415.31 Unrealized +43.9%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $9,898 Shares 46,744 Est. Cost $106.22 Unrealized +86.8%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 1.0%
Value ($000) $9,821 Shares 194,766 Est. Cost $53.57 Unrealized
SCHW CHARLES SCHWAB CORP NEW 1.0%
Value ($000) $9,743 Shares 124,459 Est. Cost $76.31 Unrealized +1.8%
LOW LOWE'S COS. INC. 1.0%
Value ($000) $9,597 Shares 41,150 Est. Cost $193.29 Unrealized +25.2%
MDLZ MONDELEZ INTERNATIONAL INC-A 1.0%
Value ($000) $9,432 Shares 139,011 Est. Cost $42.91 Unrealized +39.3%
CMG CHIPOTLE MEXICAN GRILL INC 1.0%
Value ($000) $9,419 Shares 187,588 Est. Cost $55.32 Unrealized -1.7%
ACN ACCENTURE PLC 1.0%
Value ($000) $9,235 Shares 29,594 Est. Cost $95.30 Unrealized +266.7%
MCHP MICROCHIP TECHNOLOGY INC 1.0%
Value ($000) $9,086 Shares 187,693 Est. Cost $59.03 Unrealized -8.2%
ZTS ZOETIS INC 0.9%
Value ($000) $8,954 Shares 54,382 Est. Cost $106.58 Unrealized +54.4%
UBER UBER TECHNOLOGIES INC 0.9%
Value ($000) $8,878 Shares 121,844 Est. Cost $71.96 Unrealized +0.1%
IVV ISHARES CORE SP 500 ETF 0.9%
Value ($000) $8,457 Shares 15,051 Est. Cost $431.96 Unrealized
DIS WALT DISNEY COMPANY 0.9%
Value ($000) $8,382 Shares 84,920 Est. Cost $83.88 Unrealized +26.7%
ADBE ADOBE INC 0.9%
Value ($000) $8,211 Shares 21,410 Est. Cost $358.95 Unrealized +19.5%
SPTL SPDR PORT LONG-TERM TREASURY ETF 0.9%
Value ($000) $8,190 Shares 300,422 Est. Cost $28.28 Unrealized
NEE NEXTERA ENERGY 0.9%
Value ($000) $8,151 Shares 114,983 Est. Cost $63.86 Unrealized +7.5%
LIN LINDE PLC 0.8%
Value ($000) $7,838 Shares 16,832 Est. Cost $326.31 Unrealized +36.2%
ULTA ULTA BEAUTY INC 0.8%
Value ($000) $7,790 Shares 21,252 Est. Cost $419.44 Unrealized -9.1%
KO COCA COLA CO. 0.8%
Value ($000) $7,335 Shares 102,417 Est. Cost $39.51 Unrealized +64.5%
IQV IQVIA HOLDINGS INC 0.8%
Value ($000) $7,312 Shares 41,476 Est. Cost $160.49 Unrealized +20.9%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $6,292 Shares 12,288 Est. Cost $425.83 Unrealized +10.4%
BK BANK OF NEW YORK MELLON CORP 0.7%
Value ($000) $6,290 Shares 75,001 Est. Cost $38.87 Unrealized +112.4%
PAYX PAYCHEX INC COM 0.7%
Value ($000) $6,210 Shares 40,251 Est. Cost $112.18 Unrealized +27.6%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $5,987 Shares 97,018 Est. Cost $24.58 Unrealized +144.5%
HD HOME DEPOT INC 0.6%
Value ($000) $5,961 Shares 16,265 Est. Cost $305.51 Unrealized +24.6%
EMR EMERSON ELECTRIC COMPANY 0.6%
Value ($000) $5,842 Shares 53,280 Est. Cost $64.36 Unrealized +84.6%
MCD MCDONALDS CORP. 0.6%
Value ($000) $5,758 Shares 18,434 Est. Cost $105.73 Unrealized +177.0%
NXPI NXP SEMICONDUCTORS NV 0.6%
Value ($000) $5,571 Shares 29,311 Est. Cost $174.81 Unrealized +19.9%
QCOM QUALCOMM INC 0.6%
Value ($000) $5,546 Shares 36,107 Est. Cost $87.39 Unrealized +82.7%
CTAS CINTAS CORPORATION 0.6%
Value ($000) $5,410 Shares 26,323 Est. Cost $192.97 Unrealized +2.5%
APD AIR PRODUCTS & CHEMICAL INC 0.6%
Value ($000) $5,284 Shares 17,917 Est. Cost $152.18 Unrealized +97.4%
BX BLACKSTONE INC 0.6%
Value ($000) $5,261 Shares 37,636 Est. Cost $86.10 Unrealized +83.7%
DRI DARDEN RESTAURANTS, INC. 0.6%
Value ($000) $5,227 Shares 25,157 Est. Cost $156.48 Unrealized +20.6%
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $5,226 Shares 32,686 Est. Cost $52.91 Unrealized +197.0%
TXN TEXAS INSTRUMENTS 0.6%
Value ($000) $5,218 Shares 29,037 Est. Cost $95.14 Unrealized +91.5%
WEC WEC ENERGY GROUP INC 0.5%
Value ($000) $5,206 Shares 47,773 Est. Cost $76.22 Unrealized +30.2%
AEP AMERICAN ELECTRIC POWER COMPANY 0.5%
Value ($000) $5,032 Shares 46,051 Est. Cost $69.86 Unrealized +40.9%
CME CME GROUP INC 0.5%
Value ($000) $4,990 Shares 18,811 Est. Cost $161.66 Unrealized +50.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $4,850 Shares 9,091 Est. Cost $215.47 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,802 Shares 105,863 Est. Cost $33.44 Unrealized +18.4%
GLW CORNING INCORPORATED 0.5%
Value ($000) $4,756 Shares 103,890 Est. Cost $32.46 Unrealized +49.6%
CI CIGNA GROUP 0.5%
Value ($000) $4,630 Shares 14,074 Est. Cost $199.03 Unrealized +48.6%
PEP PEPSICO INC. 0.5%
Value ($000) $4,608 Shares 30,733 Est. Cost $79.12 Unrealized +81.3%
IAU ISHARES GOLD TRUST 0.5%
Value ($000) $4,581 Shares 77,702 Est. Cost $34.65 Unrealized
SLF SUN LIFE FINANCIAL INC 0.5%
Value ($000) $4,421 Shares 77,208 Est. Cost $35.65 Unrealized +59.9%
AZN ASTRAZENECA PLC-SPONS ADR 0.5%
Value ($000) $4,372 Shares 59,484 Est. Cost $59.92 Unrealized
UNILEVER PLC-SPONS ADR 0.5%
Value ($000) $4,367 Shares 73,341 Est. Cost $47.69 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $4,284 Shares 20,445 Est. Cost $173.23 Unrealized +9.3%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.4%
Value ($000) $4,069 Shares 23,152 Est. Cost $131.40 Unrealized +39.5%
VICI VICI PROPERTIES INC 0.4%
Value ($000) $4,068 Shares 124,695 Est. Cost $26.85 Unrealized +8.6%
SLB SCHLUMBERGER LIMITED 0.4%
Value ($000) $4,015 Shares 96,041 Est. Cost $45.39 Unrealized -12.1%
LMT LOCKHEED MARTIN CORPORATION 0.4%
Value ($000) $3,958 Shares 8,860 Est. Cost $377.18 Unrealized +18.9%
SNY SANOFI-AVENTIS - ADR 0.4%
Value ($000) $3,888 Shares 70,108 Est. Cost $48.60 Unrealized
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $3,852 Shares 91,240 Est. Cost $34.28 Unrealized +28.9%
DELL DELL TECHNOLOGIES INC 0.4%
Value ($000) $3,845 Shares 42,180 Est. Cost $104.22 Unrealized 0.0%
GPC GENUINE PARTS CO. 0.4%
Value ($000) $3,833 Shares 32,175 Est. Cost $67.52 Unrealized +73.0%
VLO VALERO ENERGY NEW 0.4%
Value ($000) $3,760 Shares 28,473 Est. Cost $113.91 Unrealized +13.6%
PFE PFIZER INC 0.3%
Value ($000) $3,279 Shares 129,382 Est. Cost $31.72 Unrealized -22.1%
DEO DIAGEO PLC-SPONSORED ADR 0.3%
Value ($000) $3,169 Shares 30,239 Est. Cost $126.72 Unrealized
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $2,861 Shares 26,014 Est. Cost $87.23 Unrealized +29.2%
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,691 Shares 45,010 Est. Cost $60.37 Unrealized -4.0%
TGT TARGET CORP 0.3%
Value ($000) $2,591 Shares 24,824 Est. Cost $166.01 Unrealized -27.6%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $2,466 Shares 37,212 Est. Cost $64.82 Unrealized
VYMI VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD 0.2%
Value ($000) $2,221 Shares 30,137 Est. Cost $63.07 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,009 Shares 24,576 Est. Cost $63.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.2%
Value ($000) $1,684 Shares 3,162 Est. Cost $215.65 Unrealized +125.4%
TPL TEXAS PACIFIC LAND CORP 0.2%
Value ($000) $1,679 Shares 1,267 Est. Cost $195.94 Unrealized +126.2%
PG PROCTER & GAMBLE CO. 0.2%
Value ($000) $1,679 Shares 9,850 Est. Cost $125.78 Unrealized +30.3%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $1,670 Shares 4,504 Est. Cost $210.78 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.2%
Value ($000) $1,583 Shares 42,215 Est. Cost $25.53 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,573 Shares 8,109 Est. Cost $69.30 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $1,483 Shares 19,369 Est. Cost $75.72 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,456 Shares 28,642 Est. Cost $43.40 Unrealized
BSV VANGUARD BOND INDEX SHORT-TERM BOND ETF 0.2%
Value ($000) $1,437 Shares 18,355 Est. Cost $76.88 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,364 Shares 8,729 Est. Cost $118.52 Unrealized +54.0%
DE DEERE & COMPANY 0.1%
Value ($000) $1,327 Shares 2,828 Est. Cost $332.52 Unrealized +38.8%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,303 Shares 42,019 Est. Cost $30.16 Unrealized
IJR ISHARES CORE SP SMALL CAP ETF 0.1%
Value ($000) $1,149 Shares 10,991 Est. Cost $100.37 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD-ADR 0.1%
Value ($000) $1,047 Shares 6,310 Est. Cost $99.66 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.1%
Value ($000) $1,009 Shares 17,287 Est. Cost $86.40 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $990 Shares 2,358 Est. Cost $150.75 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $956 Shares 15,891 Est. Cost $61.73 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $943 Shares 996 Est. Cost $991.05 Unrealized -2.9%
ASML ASML HOLDINGS NV NY REG SHS 2012 0.1%
Value ($000) $843 Shares 1,272 Est. Cost $719.22 Unrealized
SPMD SPDR S&P 400 MID CAP ETF 0.1%
Value ($000) $788 Shares 15,389 Est. Cost $51.18 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $785 Shares 11,600 Est. Cost $51.65 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $764 Shares 5,463 Est. Cost $58.19 Unrealized +177.7%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $761 Shares 2,491 Est. Cost $85.02 Unrealized +247.4%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $755 Shares 16,687 Est. Cost $39.47 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $716 Shares 6,423 Est. Cost $100.52 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $707 Shares 17,540 Est. Cost $45.88 Unrealized
BNS BANK OF NOVA SCOTIA 0.1%
Value ($000) $702 Shares 14,794 Est. Cost $41.99 Unrealized +15.9%
NVO NOVO-NORDISK A/S - SPONS ADR 0.1%
Value ($000) $671 Shares 9,660 Est. Cost $98.37 Unrealized
ICLR ICON PLC COM 0.1%
Value ($000) $657 Shares 3,756 Est. Cost $255.62 Unrealized -24.2%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $611 Shares 6,747 Est. Cost $83.74 Unrealized
ABEV AMBEV SA ADR 0.1%
Value ($000) $593 Shares 254,444 Est. Cost $2.43 Unrealized
SHEL SHELL PLC SPONS ADR 0.1%
Value ($000) $580 Shares 7,916 Est. Cost $64.02 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $536 Shares 1,142 Est. Cost $393.12 Unrealized
SO SOUTHERN CO. 0.1%
Value ($000) $527 Shares 5,729 Est. Cost $61.34 Unrealized +37.2%
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.1%
Value ($000) $483 Shares 13,467 Est. Cost $33.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $470 Shares 1,302 Est. Cost $192.03 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $455 Shares 1,692 Est. Cost $160.34 Unrealized +82.4%
IBM IBM 0.0%
Value ($000) $453 Shares 1,821 Est. Cost $147.62 Unrealized +62.2%
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $434 Shares 7,947 Est. Cost $48.76 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $419 Shares 16,208 Est. Cost $25.37 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $413 Shares 8,634 Est. Cost $48.28 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $408 Shares 1,874 Est. Cost $132.31 Unrealized +43.2%
EQIX EQUINIX INC 0.0%
Value ($000) $392 Shares 481 Est. Cost $587.46 Unrealized +49.9%
T AT&T INC. 0.0%
Value ($000) $384 Shares 13,567 Est. Cost $16.81 Unrealized +44.8%
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $383 Shares 4,089 Est. Cost $59.27 Unrealized +48.2%
EME EMCOR GROUP INC 0.0%
Value ($000) $379 Shares 1,024 Est. Cost $267.38 Unrealized +61.5%
PSA PUBLIC STORAGE 0.0%
Value ($000) $377 Shares 1,258 Est. Cost $162.98 Unrealized +76.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $340 Shares 3,470 Est. Cost $65.04 Unrealized +55.3%
CLX CLOROX COMPANY 0.0%
Value ($000) $339 Shares 2,304 Est. Cost $125.09 Unrealized +18.3%
KLAC KLA CORPORATION 0.0%
Value ($000) $337 Shares 495 Est. Cost $285.04 Unrealized +150.8%
MMM 3M CO 0.0%
Value ($000) $334 Shares 2,277 Est. Cost $101.17 Unrealized +42.9%
AZO AUTOZONE INC 0.0%
Value ($000) $328 Shares 86 Est. Cost $2858.33 Unrealized +20.7%
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $324 Shares 12,372 Est. Cost $21.60 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $311 Shares 650 Est. Cost $204.80 Unrealized +146.7%
PLD PROLOGIS INC 0.0%
Value ($000) $309 Shares 2,767 Est. Cost $86.63 Unrealized +29.1%
WELL WELLTOWER INC 0.0%
Value ($000) $306 Shares 1,996 Est. Cost $57.75 Unrealized +142.9%
MS MORGAN STANLEY 0.0%
Value ($000) $295 Shares 2,529 Est. Cost $53.29 Unrealized +136.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $285 Shares 12,894 Est. Cost $38.29 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $283 Shares 1,042 Est. Cost $121.06 Unrealized +154.9%
MA MASTERCARD INC 0.0%
Value ($000) $282 Shares 514 Est. Cost $425.35 Unrealized +27.4%
RVTY REVVITY INC 0.0%
Value ($000) $278 Shares 2,630 Est. Cost $75.69 Unrealized +52.1%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $276 Shares 1,348 Est. Cost $83.29 Unrealized +160.5%
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $276 Shares 1,114 Est. Cost $193.49 Unrealized +29.6%
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $268 Shares 6,502 Est. Cost $33.48 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $265 Shares 713 Est. Cost $288.74 Unrealized +30.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $262 Shares 1,999 Est. Cost $69.47 Unrealized
DFUS DIMENSIONAL US EQUITY MARKET ETF 0.0%
Value ($000) $253 Shares 4,184 Est. Cost $41.61 Unrealized
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $252 Shares 4,130 Est. Cost $47.89 Unrealized +15.8%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $250 Shares 1,328 Est. Cost $129.62 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $246 Shares 2,054 Est. Cost $115.45 Unrealized
AMGN AMGEN, INC 0.0%
Value ($000) $245 Shares 785 Est. Cost $238.55 Unrealized +20.4%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $241 Shares 996 Est. Cost $173.59 Unrealized +27.8%
IJK ISHARES SP MID CAP 400 GROWTH ETF 0.0%
Value ($000) $240 Shares 2,886 Est. Cost $91.93 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $232 Shares 1,012 Est. Cost $231.58 Unrealized -1.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $230 Shares 1,711 Est. Cost $95.22 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $225 Shares 1,925 Est. Cost $76.04 Unrealized +77.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $222 Shares 1,781 Est. Cost $105.44 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $210 Shares 1,230 Est. Cost $179.03 Unrealized -3.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $208 Shares 1,030 Est. Cost $110.40 Unrealized +92.9%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $207 Shares 2,555 Est. Cost $80.39 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $203 Shares 1,591 Est. Cost $86.23 Unrealized +60.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $202 Shares 1,180 Est. Cost $136.81 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $199 Shares 1,290 Est. Cost $77.46 Unrealized +84.6%
RTX RTX CORPORATION 0.0%
Value ($000) $197 Shares 1,488 Est. Cost $90.27 Unrealized +38.2%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $196 Shares 1,376 Est. Cost $99.57 Unrealized +30.3%
CIGI COLLIERS INTL GR-SUBORD VOT 0.0%
Value ($000) $194 Shares 1,599 Est. Cost $118.02 Unrealized +10.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $187 Shares 1,408 Est. Cost $93.76 Unrealized +33.8%
WPC WP CAREY INC 0.0%
Value ($000) $186 Shares 2,952 Est. Cost $74.63 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $180 Shares 1,086 Est. Cost $102.58 Unrealized +62.7%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $178 Shares 2,517 Est. Cost $53.17 Unrealized +24.2%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $175 Shares 1,397 Est. Cost $92.75 Unrealized +40.8%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $175 Shares 3,950 Est. Cost $30.68 Unrealized +52.4%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $173 Shares 807 Est. Cost $150.61 Unrealized +39.1%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $172 Shares 998 Est. Cost $158.34 Unrealized +5.2%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $171 Shares 2,091 Est. Cost $73.29 Unrealized
GABELLI EQUITY TRUST INC 0.0%
Value ($000) $167 Shares 30,318 Est. Cost $5.50 Unrealized
MO ALTRIA GROUP INC. 0.0%
Value ($000) $165 Shares 2,754 Est. Cost $34.80 Unrealized +46.6%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $163 Shares 2,276 Est. Cost $50.81 Unrealized +33.4%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.0%
Value ($000) $162 Shares 1,973 Est. Cost $37.43 Unrealized +116.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $162 Shares 299 Est. Cost $576.59 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $160 Shares 921 Est. Cost $173.23 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $159 Shares 4,559 Est. Cost $30.63 Unrealized +1.5%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $157 Shares 1,080 Est. Cost $164.35 Unrealized -11.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $151 Shares 2,685 Est. Cost $60.67 Unrealized -13.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $150 Shares 1,989 Est. Cost $64.66 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $150 Shares 3,584 Est. Cost $30.60 Unrealized +42.6%
NOW SERVICENOW INC 0.0%
Value ($000) $146 Shares 183 Est. Cost $189.85 Unrealized +1.5%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $144 Shares 2,054 Est. Cost $82.26 Unrealized -8.1%
PPL PPL CORP COM 0.0%
Value ($000) $135 Shares 3,733 Est. Cost $18.71 Unrealized +76.0%
NKE NIKE INC - CLASS B 0.0%
Value ($000) $132 Shares 2,081 Est. Cost $61.41 Unrealized +17.3%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $132 Shares 2,273 Est. Cost $45.09 Unrealized +16.6%
VTR VENTAS INC 0.0%
Value ($000) $132 Shares 1,914 Est. Cost $38.59 Unrealized +60.9%
LRN STRIDE INC 0.0%
Value ($000) $129 Shares 1,017 Est. Cost $60.30 Unrealized +109.6%
CMI CUMMINS INC 0.0%
Value ($000) $127 Shares 406 Est. Cost $195.82 Unrealized +76.7%
DOC HEALTHPEAK PROPERTIES, INC 0.0%
Value ($000) $126 Shares 6,220 Est. Cost $21.86 Unrealized -12.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $125 Shares 1,580 Est. Cost $79.43 Unrealized
CAT CATERPILLAR INC. 0.0%
Value ($000) $123 Shares 374 Est. Cost $210.66 Unrealized +67.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $121 Shares 445 Est. Cost $149.78 Unrealized +70.8%
WMB WILLIAMS COS INC 0.0%
Value ($000) $121 Shares 2,029 Est. Cost $41.32 Unrealized +34.2%
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $121 Shares 2,352 Est. Cost $43.95 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $119 Shares 6,425 Est. Cost $14.00 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $119 Shares 1,030 Est. Cost $62.92 Unrealized +117.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $118 Shares 971 Est. Cost $124.66 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $116 Shares 2,623 Est. Cost $22.55 Unrealized +83.5%
NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $115 Shares 9,257 Est. Cost $13.39 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $114 Shares 664 Est. Cost $202.77 Unrealized -21.5%
SSNC SS&C TECHNOLOGIES HOLDINGS, INC. 0.0%
Value ($000) $113 Shares 1,355 Est. Cost $62.10 Unrealized +33.3%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $113 Shares 440 Est. Cost $147.73 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $111 Shares 1,308 Est. Cost $68.23 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $108 Shares 1,267 Est. Cost $59.04 Unrealized +36.2%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $107 Shares 675 Est. Cost $72.47 Unrealized +89.0%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $103 Shares 434 Est. Cost $198.06 Unrealized +36.0%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $102 Shares 387 Est. Cost $197.46 Unrealized +24.3%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $99 Shares 205 Est. Cost $242.16 Unrealized +114.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $96 Shares 914 Est. Cost $81.90 Unrealized +18.2%
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $95 Shares 434 Est. Cost $240.18 Unrealized -14.5%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $95 Shares 1,408 Est. Cost $67.24 Unrealized +1.7%
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $95 Shares 2,304 Est. Cost $33.13 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $93 Shares 651 Est. Cost $107.33 Unrealized +47.2%
PSX PHILLIPS 66 0.0%
Value ($000) $92 Shares 749 Est. Cost $51.53 Unrealized +131.4%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $92 Shares 377 Est. Cost $212.71 Unrealized +5.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $88 Shares 450 Est. Cost $67.40 Unrealized +173.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $87 Shares 437 Est. Cost $190.92 Unrealized
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $86 Shares 254 Est. Cost $304.71 Unrealized +17.8%
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $85 Shares 920 Est. Cost $93.02 Unrealized
SUSB ISHARES ESG 1-5 YEAR USD CORP BOND 0.0%
Value ($000) $84 Shares 3,352 Est. Cost $24.95 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $83 Shares 1,500 Est. Cost $47.02 Unrealized +14.7%
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $82 Shares 5,747 Est. Cost $14.37 Unrealized +6.5%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $79 Shares 1,995 Est. Cost $39.60 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $78 Shares 450 Est. Cost $105.41 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $77 Shares 1,923 Est. Cost $37.96 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $77 Shares 726 Est. Cost $106.73 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $76 Shares 14,277 Est. Cost $6.64 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $75 Shares 1,721 Est. Cost $30.00 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $74 Shares 680 Est. Cost $139.82 Unrealized -19.5%
INOD INNODATA INC 0.0%
Value ($000) $72 Shares 2,000 Est. Cost $43.94 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $71 Shares 353 Est. Cost $131.80 Unrealized +48.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $69 Shares 252 Est. Cost $174.79 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $68 Shares 2,974 Est. Cost $22.98 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $68 Shares 909 Est. Cost $49.85 Unrealized +43.0%
SUB ISHARES SHORT-TERM NATIONAL 0.0%
Value ($000) $67 Shares 637 Est. Cost $104.04 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $66 Shares 129 Est. Cost $476.65 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $66 Shares 1,877 Est. Cost $36.37 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $65 Shares 267 Est. Cost $225.50 Unrealized +12.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $64 Shares 854 Est. Cost $28.13 Unrealized +13.4%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $64 Shares 521 Est. Cost $83.49 Unrealized +32.4%
NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $63 Shares 5,657 Est. Cost $11.97 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $63 Shares 681 Est. Cost $130.54 Unrealized -29.5%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $63 Shares 129 Est. Cost $462.50 Unrealized +0.8%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $63 Shares 1,317 Est. Cost $47.06 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $62 Shares 629 Est. Cost $66.30 Unrealized +43.2%
GUGGENHEIM STRATEGIC OPPORTUNITY ETF 0.0%
Value ($000) $62 Shares 4,000 Est. Cost $15.57 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $62 Shares 240 Est. Cost $232.04 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $62 Shares 975 Est. Cost $52.00 Unrealized +26.5%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $43.81 Unrealized +50.0%
RANI RANI THERAPEUTICS HOLDINGS-A 0.0%
Value ($000) $61 Shares 48,129 Est. Cost $10.60 Unrealized -86.0%
COIN COINBASE GLOBAL INC-CLASS A 0.0%
Value ($000) $60 Shares 350 Est. Cost $52.69 Unrealized +359.5%
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $60 Shares 406 Est. Cost $132.54 Unrealized -2.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $57 Shares 635 Est. Cost $86.46 Unrealized +1.1%
KMI KINDER MORGAN INC 0.0%
Value ($000) $57 Shares 1,989 Est. Cost $16.73 Unrealized +59.6%
WESTERN ASSET MANAGED MUNICIPALS INCOME FUND 0.0%
Value ($000) $56 Shares 5,412 Est. Cost $10.84 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $54 Shares 1,874 Est. Cost $55.77 Unrealized
NUMG NUVEEN ESG MID CAP GROWTH ETF 0.0%
Value ($000) $54 Shares 1,248 Est. Cost $34.46 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $53 Shares 2,032 Est. Cost $47.72 Unrealized
ELV ELEVANCE HEALTH, INC 0.0%
Value ($000) $53 Shares 122 Est. Cost $415.16 Unrealized -5.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $52 Shares 800 Est. Cost $36.25 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $51 Shares 606 Est. Cost $66.02 Unrealized +21.5%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $51 Shares 109 Est. Cost $463.97 Unrealized +3.1%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $50 Shares 320 Est. Cost $90.46 Unrealized +56.6%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $50 Shares 487 Est. Cost $62.66 Unrealized +53.5%
TSLA TESLA INC 0.0%
Value ($000) $49 Shares 188 Est. Cost $252.04 Unrealized +32.2%
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $48 Shares 815 Est. Cost $58.05 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $47 Shares 182 Est. Cost $99.52 Unrealized +175.8%
IDA IDACORP INC 0.0%
Value ($000) $46 Shares 400 Est. Cost $93.46 Unrealized +19.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $46 Shares 420 Est. Cost $105.85 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $46 Shares 256 Est. Cost $164.83 Unrealized +13.3%
PWR QUANTA SERVICES, INC. 0.0%
Value ($000) $46 Shares 180 Est. Cost $265.01 Unrealized +8.9%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $45 Shares 262 Est. Cost $100.35 Unrealized
HAS HASBRO, INC. 0.0%
Value ($000) $44 Shares 715 Est. Cost $51.88 Unrealized +12.5%
AEE AMEREN CORP 0.0%
Value ($000) $44 Shares 435 Est. Cost $40.14 Unrealized +133.5%
CR CRANE CO 0.0%
Value ($000) $44 Shares 285 Est. Cost $126.18 Unrealized +26.6%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $44 Shares 226 Est. Cost $193.02 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 208 Est. Cost $168.24 Unrealized +22.4%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $43 Shares 2,800 Est. Cost $17.62 Unrealized +10.1%
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $39 Shares 165 Est. Cost $210.49 Unrealized +13.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $39 Shares 112 Est. Cost $310.15 Unrealized +1.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $38 Shares 699 Est. Cost $52.22 Unrealized
PH PARKER HANNIFIN CORP. 0.0%
Value ($000) $38 Shares 62 Est. Cost $547.57 Unrealized +18.4%
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $38 Shares 1,039 Est. Cost $28.59 Unrealized +14.8%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $36 Shares 720 Est. Cost $48.67 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $36 Shares 1,523 Est. Cost $54.87 Unrealized
SIRI SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $35 Shares 1,573 Est. Cost $31.06 Unrealized -24.2%
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $35 Shares 2,245 Est. Cost $39.36 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC 0.0%
Value ($000) $35 Shares 405 Est. Cost $76.67 Unrealized +3.7%
CON Concentra Group Holdings Paren 0.0%
Value ($000) $35 Shares 1,613 Est. Cost $20.40 Unrealized +6.6%
EVRG EVERGY INC 0.0%
Value ($000) $34 Shares 499 Est. Cost $51.29 Unrealized +23.1%
HR HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $21.00 Unrealized
SEM SELECT MEDICAL HOLDINGS CORP 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $16.62 Unrealized +9.0%
MET METLIFE INC 0.0%
Value ($000) $33 Shares 413 Est. Cost $75.64 Unrealized +7.3%
TFC TRUIST FINANCIAL CORP COM 0.0%
Value ($000) $33 Shares 798 Est. Cost $43.11 Unrealized -1.0%
BHRB BURKE & HERBERT FINANCIAL SE 0.0%
Value ($000) $33 Shares 585 Est. Cost $58.63 Unrealized +0.2%
DOV DOVER CORPORATION 0.0%
Value ($000) $33 Shares 186 Est. Cost $128.18 Unrealized +48.5%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $32 Shares 322 Est. Cost $51.49 Unrealized +95.6%
APA APA CORPORATION 0.0%
Value ($000) $31 Shares 1,497 Est. Cost $17.56 Unrealized +19.8%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $31 Shares 908 Est. Cost $27.26 Unrealized
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $30 Shares 67 Est. Cost $318.07 Unrealized +41.6%
AFL AFLAC INC 0.0%
Value ($000) $30 Shares 273 Est. Cost $36.47 Unrealized +185.4%
XPO XPO INC 0.0%
Value ($000) $29 Shares 274 Est. Cost $63.99 Unrealized +98.6%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $29 Shares 408 Est. Cost $70.02 Unrealized +5.2%
PTC PTC INC 0.0%
Value ($000) $29 Shares 187 Est. Cost $171.97 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $29 Shares 179 Est. Cost $169.69 Unrealized 0.0%
RXO RXO INC 0.0%
Value ($000) $29 Shares 1,494 Est. Cost $21.36 Unrealized +2.4%
FLEX FLEX LTD. 0.0%
Value ($000) $28 Shares 850 Est. Cost $15.00 Unrealized +161.1%
COLUMBIA SELIG PREM TECH GW 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $23.00 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $28 Shares 200 Est. Cost $107.12 Unrealized +15.4%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $27 Shares 1,300 Est. Cost $21.09 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $27 Shares 76 Est. Cost $229.63 Unrealized +51.6%
NFLX NETFLIX INC 0.0%
Value ($000) $26 Shares 28 Est. Cost $51.84 Unrealized +83.5%
PCAR PACCAR INC 0.0%
Value ($000) $26 Shares 266 Est. Cost $63.22 Unrealized +62.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $26 Shares 325 Est. Cost $136.56 Unrealized -20.7%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $26 Shares 116 Est. Cost $221.75 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 970 Est. Cost $27.54 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $24 Shares 117 Est. Cost $87.18 Unrealized +119.4%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 989 Est. Cost $27.71 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $24 Shares 79 Est. Cost $286.33 Unrealized 0.0%
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $23 Shares 4,549 Est. Cost $14.70 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $23 Shares 585 Est. Cost $35.62 Unrealized +14.2%
MTB M&T BANK CORP. 0.0%
Value ($000) $23 Shares 128 Est. Cost $149.77 Unrealized +23.2%
FCFS FIRSTCASH HOLDINGS, INC 0.0%
Value ($000) $23 Shares 189 Est. Cost $72.50 Unrealized +54.5%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $23 Shares 290 Est. Cost $43.73 Unrealized +87.9%
FTGC FIRST TR GLBL TACTICAL COMMDY FUND ETF 0.0%
Value ($000) $22 Shares 881 Est. Cost $25.52 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $22 Shares 318 Est. Cost $68.56 Unrealized
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $22 Shares 68 Est. Cost $224.17 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $22 Shares 192 Est. Cost $93.21 Unrealized +7.9%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $21 Shares 315 Est. Cost $36.14 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $21 Shares 237 Est. Cost $84.61 Unrealized +9.6%
FTNT FORTINET INC 0.0%
Value ($000) $21 Shares 220 Est. Cost $101.38 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $21 Shares 2,575 Est. Cost $18.89 Unrealized -46.2%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $21 Shares 381 Est. Cost $52.83 Unrealized
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $21 Shares 1,417 Est. Cost $20.45 Unrealized -26.4%
C CITIGROUP INC 0.0%
Value ($000) $21 Shares 291 Est. Cost $61.08 Unrealized +22.0%
FTV FORTIVE CORP 0.0%
Value ($000) $20 Shares 280 Est. Cost $47.01 Unrealized +24.4%
EBAY EBAY INC. 0.0%
Value ($000) $20 Shares 300 Est. Cost $50.93 Unrealized +29.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $20 Shares 46 Est. Cost $288.26 Unrealized +53.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $20 Shares 240 Est. Cost $52.64 Unrealized +53.2%
INTC INTEL CORPORATION 0.0%
Value ($000) $20 Shares 865 Est. Cost $35.69 Unrealized -38.7%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $19 Shares 547 Est. Cost $45.38 Unrealized -29.1%
LKQ LKQ CORPORATION 0.0%
Value ($000) $18 Shares 430 Est. Cost $45.68 Unrealized -16.0%
IP INTERNATIONAL PAPER CO. 0.0%
Value ($000) $18 Shares 341 Est. Cost $42.80 Unrealized +23.2%
FTRB FEDERATED HERMES TOTAL RETURN BOND ETF 0.0%
Value ($000) $18 Shares 725 Est. Cost $25.05 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $18 Shares 137 Est. Cost $132.23 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $18 Shares 653 Est. Cost $39.99 Unrealized
GTLS CHART INDS 0.0%
Value ($000) $18 Shares 125 Est. Cost $184.15 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $18 Shares 225 Est. Cost $71.38 Unrealized +14.3%
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $18 Shares 160 Est. Cost $108.96 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $18 Shares 97 Est. Cost $198.65 Unrealized -10.5%
MKC MCCORMICK & CO. 0.0%
Value ($000) $18 Shares 214 Est. Cost $76.37 Unrealized 0.0%
LOPE GRAND CANYON ED 0.0%
Value ($000) $17 Shares 101 Est. Cost $173.61 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $17 Shares 57 Est. Cost $276.72 Unrealized +25.8%
TLT MFC ISHARES BARCLAYS 20 YEAR TREASURY BD ETF 0.0%
Value ($000) $17 Shares 190 Est. Cost $98.10 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $17 Shares 350 Est. Cost $21.03 Unrealized +117.1%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $17.00 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $17 Shares 67 Est. Cost $175.85 Unrealized +41.9%
WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC 0.0%
Value ($000) $17 Shares 2,274 Est. Cost $7.23 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $17 Shares 130 Est. Cost $120.40 Unrealized +3.9%
SSO PROSHARES ULT S&P 500 0.0%
Value ($000) $17 Shares 200 Est. Cost $82.78 Unrealized
RMD RESMED INC 0.0%
Value ($000) $16 Shares 73 Est. Cost $231.66 Unrealized 0.0%
INMD INMODE LTD 0.0%
Value ($000) $16 Shares 920 Est. Cost $22.36 Unrealized -19.5%
LAZRQ LUMINAR TECHNOLOGIES INC CLASS A 0.0%
Value ($000) $16 Shares 3,010 Est. Cost $10.57 Unrealized -42.8%
DVA DAVITA INC 0.0%
Value ($000) $16 Shares 105 Est. Cost $157.11 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $16 Shares 331 Est. Cost $57.71 Unrealized -18.9%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $16 Shares 472 Est. Cost $35.14 Unrealized -11.7%
CTVA CORTEVA INC 0.0%
Value ($000) $16 Shares 251 Est. Cost $45.72 Unrealized +34.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $16 Shares 536 Est. Cost $27.63 Unrealized +4.5%
DOW DOW INC 0.0%
Value ($000) $16 Shares 449 Est. Cost $43.21 Unrealized -16.8%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $15 Shares 237 Est. Cost $64.84 Unrealized +19.9%
RACE FERRARI NV 0.0%
Value ($000) $15 Shares 36 Est. Cost $449.66 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $31.44 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $15 Shares 245 Est. Cost $65.91 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $15 Shares 216 Est. Cost $63.65 Unrealized -8.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 334 Est. Cost $45.81 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $15 Shares 140 Est. Cost $84.00 Unrealized +6.1%
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $14 Shares 349 Est. Cost $38.96 Unrealized +10.9%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 144 Est. Cost $101.27 Unrealized
CVLT COMMVAULT SYS 0.0%
Value ($000) $14 Shares 87 Est. Cost $164.53 Unrealized 0.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 142 Est. Cost $70.07 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $14 Shares 137 Est. Cost $76.36 Unrealized
NI NISOURCE INC. 0.0%
Value ($000) $13 Shares 332 Est. Cost $30.42 Unrealized +23.8%
USIG ISHARES INVESTMENT GRADE CORP BOND ETF 0.0%
Value ($000) $13 Shares 259 Est. Cost $51.08 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $13 Shares 390 Est. Cost $31.62 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $13 Shares 416 Est. Cost $26.86 Unrealized +12.5%
GRID FIRST TRST NASD CL EDG SGIIF 0.0%
Value ($000) $13 Shares 114 Est. Cost $113.13 Unrealized
MFS GOVERNMENT MARKETS INCOME TRUST 0.0%
Value ($000) $13 Shares 4,000 Est. Cost $3.31 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $12 Shares 137 Est. Cost $107.33 Unrealized -30.7%
BAM BROOKFIELD ASSET MGMT-A 0.0%
Value ($000) $12 Shares 248 Est. Cost $38.78 Unrealized +36.6%
HESS CORP 0.0%
Value ($000) $12 Shares 75 Est. Cost $159.73 Unrealized
ALC ALCON INC 0.0%
Value ($000) $12 Shares 124 Est. Cost $62.84 Unrealized +42.3%
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $12 Shares 156 Est. Cost $68.05 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $12 Shares 134 Est. Cost $95.73 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $12 Shares 160 Est. Cost $74.98 Unrealized +4.2%
HRB H & R BLOCK INC 0.0%
Value ($000) $12 Shares 210 Est. Cost $51.92 Unrealized 0.0%
COLM COLUMBIA SPORTSWEAR COMPANY 0.0%
Value ($000) $11 Shares 150 Est. Cost $81.86 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $132.25 Unrealized
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $29.46 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $10 Shares 125 Est. Cost $80.25 Unrealized 0.0%
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $10 Shares 157 Est. Cost $55.69 Unrealized 0.0%
CSX CSX CORP. 0.0%
Value ($000) $9 Shares 321 Est. Cost $32.43 Unrealized -3.5%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $9 Shares 190 Est. Cost $47.84 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $9 Shares 160 Est. Cost $51.20 Unrealized +9.9%
XSHD INVESCO S&P SMALL CAP HIGH DIV ETF 0.0%
Value ($000) $9 Shares 650 Est. Cost $13.88 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $9 Shares 6 Est. Cost $61.47 Unrealized +41.5%
AKAM AKAMAI TECHNOLOGIES INC. 0.0%
Value ($000) $8 Shares 105 Est. Cost $89.72 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $8 Shares 946 Est. Cost $10.23 Unrealized -2.1%
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $8 Shares 28 Est. Cost $237.27 Unrealized +3.4%
ATI ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $56.77 Unrealized 0.0%
NUSC NUSHARES NUVEEN ESG SMALL CAP ETF 0.0%
Value ($000) $8 Shares 203 Est. Cost $40.10 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $46.80 Unrealized +25.3%
TRP TC ENERGY CORP 0.0%
Value ($000) $7 Shares 157 Est. Cost $45.47 Unrealized 0.0%
SAP SAP SE SPON ADR 0.0%
Value ($000) $7 Shares 25 Est. Cost $136.81 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 176 Est. Cost $37.81 Unrealized 0.0%
ZWS ZURN ELKAY WATER SOLNS 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.65 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 51 Est. Cost $138.49 Unrealized
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $6 Shares 401 Est. Cost $15.96 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 242 Est. Cost $40.29 Unrealized
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $6 Shares 73 Est. Cost $81.65 Unrealized +5.1%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $6 Shares 59 Est. Cost $143.14 Unrealized -27.7%
AGQ PROSHARES ULTRA SILVER 0.0%
Value ($000) $6 Shares 125 Est. Cost $33.67 Unrealized
MRTN MARTEN TRANSPORT LTD 0.0%
Value ($000) $6 Shares 410 Est. Cost $19.05 Unrealized -23.3%
RRX REGAL REXNORD CORP 0.0%
Value ($000) $6 Shares 49 Est. Cost $138.92 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $6 Shares 518 Est. Cost $10.20 Unrealized +2.5%
NATL NCR ATLEOS CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.89 Unrealized +29.9%
FLS FLOWSERVE CORPORATION 0.0%
Value ($000) $5 Shares 107 Est. Cost $55.95 Unrealized 0.0%
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $5 Shares 265 Est. Cost $13.33 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $5 Shares 53 Est. Cost $99.37 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $5 Shares 87 Est. Cost $54.83 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.63 Unrealized +8.3%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $5 Shares 150 Est. Cost $29.81 Unrealized 0.0%
CB CHUBB LTD 0.0%
Value ($000) $4 Shares 14 Est. Cost $232.64 Unrealized +18.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $98.11 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $4 Shares 369 Est. Cost $24.78 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.59 Unrealized 0.0%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $4 Shares 6 Est. Cost $245.09 Unrealized +151.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.38 Unrealized 0.0%
SEE SEALED AIR CORP (NEW) COM 0.0%
Value ($000) $4 Shares 137 Est. Cost $32.03 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $4 Shares 138 Est. Cost $27.94 Unrealized +8.7%
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $4 Shares 272 Est. Cost $7.83 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $87.59 Unrealized +14.9%
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $4 Shares 56 Est. Cost $64.30 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $72.64 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $3 Shares 112 Est. Cost $34.07 Unrealized 0.0%
EPC EDGEWELL PERS CARE 0.0%
Value ($000) $3 Shares 105 Est. Cost $30.70 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $3 Shares 46 Est. Cost $82.02 Unrealized -16.1%
SCI SERVICE CORPORATION INTERNATIONAL 0.0%
Value ($000) $3 Shares 40 Est. Cost $70.56 Unrealized +11.5%
INVESCO MUNI INCOME OPP ETF 0.0%
Value ($000) $3 Shares 527 Est. Cost $6.02 Unrealized
HLN HALEON PLC-ADR 0.0%
Value ($000) $3 Shares 308 Est. Cost $10.29 Unrealized
ENR ENERGIZER HOLDINGS, INC. 0.0%
Value ($000) $3 Shares 105 Est. Cost $30.20 Unrealized 0.0%
VCTR VICTORY CAP HOLDINGS 0.0%
Value ($000) $3 Shares 54 Est. Cost $61.72 Unrealized 0.0%
EFAV ISHARES MSCI EAFE MIN VOL FA ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $67.51 Unrealized
HOG HARLEY-DAVIDSON INC 0.0%
Value ($000) $3 Shares 120 Est. Cost $36.33 Unrealized -26.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $398.28 Unrealized +38.9%
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $3 Shares 187 Est. Cost $8.60 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $3 Shares 14 Est. Cost $91.32 Unrealized +192.0%
KDP KEURIG DR PEPPER INC. 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.58 Unrealized -0.2%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $148.29 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $145.24 Unrealized 0.0%
SONY SONY CORP-SPONSORED ADR 0.0%
Value ($000) $3 Shares 105 Est. Cost $85.00 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.42 Unrealized 0.0%
GT GOODYEAR TIRE & RUBBER CO. 0.0%
Value ($000) $3 Shares 287 Est. Cost $9.14 Unrealized 0.0%
MAT MATTEL INC. 0.0%
Value ($000) $3 Shares 135 Est. Cost $19.84 Unrealized 0.0%
TRGP TARGA RESOURCES CORP. 0.0%
Value ($000) $3 Shares 13 Est. Cost $194.68 Unrealized 0.0%
TEL TE CONNECTIVITY 0.0%
Value ($000) $3 Shares 18 Est. Cost $146.90 Unrealized -0.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $72.62 Unrealized +1.0%
VIACOMCBS INC-CLASS B 0.0%
Value ($000) $2 Shares 206 Est. Cost $11.96 Unrealized
BCE BCE INC 0.0%
Value ($000) $2 Shares 106 Est. Cost $31.57 Unrealized -30.1%
WRB BERKLEY W R CORPORATION 0.0%
Value ($000) $2 Shares 34 Est. Cost $59.72 Unrealized 0.0%
SHOP SHOPIFY INC- CLASS A 0.0%
Value ($000) $2 Shares 25 Est. Cost $86.07 Unrealized +26.6%
RELX RELX PLC SPON ADR 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.43 Unrealized
IBN ICICI BANK LTD SPON ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.08 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $2 Shares 248 Est. Cost $13.54 Unrealized
REG REGENCY CENTERS CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $70.06 Unrealized 0.0%
ADEA ADEIA INC 0.0%
Value ($000) $2 Shares 172 Est. Cost $13.73 Unrealized 0.0%
WPP WPP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 59 Est. Cost $52.28 Unrealized
COR CENCORA INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $249.56 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $2 Shares 6 Est. Cost $272.92 Unrealized +31.1%
NORDSTROM, INC. 0.0%
Value ($000) $2 Shares 86 Est. Cost $48.15 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $58.80 Unrealized +114.1%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $2 Shares 6 Est. Cost $322.30 Unrealized 0.0%
CCL CARNIVAL CORP. 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.05 Unrealized -20.9%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 101 Est. Cost $16.04 Unrealized +50.1%
IVZ INVESCO LIMITED 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.43 Unrealized 0.0%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $73.45 Unrealized 0.0%
EXC EXELON CORPORATION 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.44 Unrealized +8.2%
TM TOYOTA MOTOR CORP - SPON ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $160.78 Unrealized
SOLV SOLVENTUM CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $70.11 Unrealized +6.2%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $263.11 Unrealized 0.0%
HCA HCA HEALTHCARE, INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $362.13 Unrealized -11.8%
OI O-I GLASS INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $11.37 Unrealized 0.0%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $53.72 Unrealized -22.3%
SRE SEMPRA COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $59.14 Unrealized +27.7%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $48.93 Unrealized
CSL CARLISLE COMPANIES INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $353.77 Unrealized 0.0%
ALB ALBEMARLE CORPORATION 0.0%
Value ($000) $2 Shares 23 Est. Cost $185.97 Unrealized -57.1%
LPLA LPL FINANCIAL HOLDING INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $348.21 Unrealized 0.0%
NOV NOV INC 0.0%
Value ($000) $2 Shares 105 Est. Cost $14.96 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $2 Shares 41 Est. Cost $37.80 Unrealized
KVUE KENVUE 0.0%
Value ($000) $2 Shares 63 Est. Cost $21.38 Unrealized 0.0%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $1 Shares 17 Est. Cost $90.41 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $77.78 Unrealized 0.0%
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $1 Shares 45 Est. Cost $31.96 Unrealized -10.0%
CERS CERUS CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.72 Unrealized -2.7%
GRAL GRAIL INC 0.0%
Value ($000) $1 Shares 54 Est. Cost $15.16 Unrealized +103.8%
MHK MOHAWK INDUSTRIES INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $119.22 Unrealized 0.0%
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $1 Shares 22 Est. Cost $52.12 Unrealized 0.0%
AME AMETEK INC (NEW) 0.0%
Value ($000) $1 Shares 7 Est. Cost $138.26 Unrealized +30.6%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $51.16 Unrealized -18.1%
WDAY WORKDAY INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $255.22 Unrealized 0.0%
ANET ARISTA NETWORKS 0.0%
Value ($000) $1 Shares 15 Est. Cost $102.84 Unrealized -1.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $166.66 Unrealized 0.0%
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $63.22 Unrealized
SBRA SABRA HEALTH CARE REIT 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.48 Unrealized
GLPI GAMING AND LEISURE PROPERTIES, INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.91 Unrealized
CNM CORE & MAIN INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $51.82 Unrealized 0.0%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $55.85 Unrealized 0.0%
FHN FIRST HORIZON CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $20.03 Unrealized 0.0%
ELS EQUITY LIFESTYLE PROPERTIES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.69 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $196.69 Unrealized +197.6%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $82.63 Unrealized 0.0%
KNX KNIGHT - SWIFT TRANSPORTATION 0.0%
Value ($000) $1 Shares 23 Est. Cost $50.81 Unrealized 0.0%
GWW GRAINGER WW 0.0%
Value ($000) $1 Shares 1 Est. Cost $1025.88 Unrealized 0.0%
COLD AMERICOLD REALTY TRUST 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.46 Unrealized
ESS ESSEX PROPERTY TRUST INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $281.60 Unrealized 0.0%
CUZ COUSINS PROPERTIES INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.52 Unrealized
WAB WABTEC CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $190.90 Unrealized 0.0%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $39.13 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.94 Unrealized 0.0%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $1 Shares 51 Est. Cost $17.04 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $492.31 Unrealized -1.3%
VAC MARRIOTT VACATIONS WORLDWIDE CORPORATION 0.0%
Value ($000) $1 Shares 13 Est. Cost $79.49 Unrealized 0.0%
RHP RYMAN HOSPITALITY PROPERTIES 0.0%
Value ($000) $1 Shares 9 Est. Cost $91.44 Unrealized
AHR AMERICAN HEALTHCARE REIT 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.30 Unrealized
SOBO SOUTH BOW CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $24.08 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC. 0.0%
Value ($000) $1 Shares 18 Est. Cost $42.67 Unrealized
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $1 Shares 208 Est. Cost $3.73 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $131.75 Unrealized 0.0%
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.11 Unrealized
VSCO VICTORIAS SECRET 0.0%
Value ($000) $1 Shares 37 Est. Cost $29.40 Unrealized 0.0%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.00 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $48.81 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1 Est. Cost $684.44 Unrealized 0.0%
AIZ ASSURANT INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $206.01 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $1 Shares 6 Est. Cost $104.00 Unrealized +6.9%
BRX BRIXMOR PROPERTY GROUP INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.57 Unrealized
HALO HALOZYME THERAPEUTICS 0.0%
Value ($000) $1 Shares 9 Est. Cost $58.09 Unrealized 0.0%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.07 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.23 Unrealized 0.0%
FAST FASTENAL COMPANY 0.0%
Value ($000) $1 Shares 7 Est. Cost $36.85 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 36 Est. Cost $16.91 Unrealized -10.6%
XPER XPERI INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $8.74 Unrealized 0.0%
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $73.86 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.22 Unrealized -0.9%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $145.49 Unrealized 0.0%
ABNB AIRBNB INC- CLASS A 0.0%
Value ($000) $0 Shares 4 Est. Cost $133.97 Unrealized 0.0%
KRC KILROY REALTY CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $32.79 Unrealized
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.04 Unrealized 0.0%
ENTG ENTEGRIS INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.41 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $34.60 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $20.53 Unrealized 0.0%
NTST NETSTREIT 0.0%
Value ($000) $0 Shares 19 Est. Cost $15.84 Unrealized
IVT INVENTRUST PROPERTIES 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.40 Unrealized
LINE LINEAGE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.60 Unrealized
DRH DIAMONDROCK HOSPITALITY CO 0.0%
Value ($000) $0 Shares 38 Est. Cost $7.71 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $131.69 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $266.75 Unrealized 0.0%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $0 Shares 1 Est. Cost $252.23 Unrealized 0.0%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.08 Unrealized 0.0%
BFS SAUL CENTERS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.00 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.27 Unrealized 0.0%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.97 Unrealized 0.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.31 Unrealized 0.0%
VAL/WS VALARIS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.00 Unrealized