Keel Point, LLC Diversified Active

CIK: 0001386935 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 16, 2024

Total Value ($000): $966,837 (100.0% shares, 0.0% debt)

Holdings (386)

VOO VANGUARD INDEX FDS 14.4%
Value ($000) $138,970 Shares 289,099 Est. Cost $322.38 Unrealized
SPY SPDR S&P 500 ETF TR 6.4%
Value ($000) $61,474 Shares 117,525 Est. Cost $398.89 Unrealized
IWB ISHARES TR 3.9%
Value ($000) $37,680 Shares 130,820 Est. Cost $187.00 Unrealized
AGG ISHARES TR 3.6%
Value ($000) $35,020 Shares 357,561 Est. Cost $103.40 Unrealized
SPYM SPDR SER TR 3.5%
Value ($000) $33,852 Shares 550,171 Est. Cost $52.31 Unrealized
EFA ISHARES TR 3.1%
Value ($000) $29,701 Shares 371,909 Est. Cost $70.42 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.0%
Value ($000) $28,567 Shares 569,394 Est. Cost $44.59 Unrealized
IEI ISHARES TR 2.4%
Value ($000) $23,560 Shares 203,440 Est. Cost $118.82 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $19,281 Shares 45,828 Est. Cost $174.91 Unrealized +128.3%
IWF ISHARES TR 1.8%
Value ($000) $17,543 Shares 52,049 Est. Cost $213.86 Unrealized
GLD SPDR GOLD TR 1.7%
Value ($000) $16,895 Shares 82,127 Est. Cost $162.34 Unrealized
EEM ISHARES TR 1.5%
Value ($000) $14,119 Shares 343,695 Est. Cost $42.11 Unrealized
IWD ISHARES TR 1.4%
Value ($000) $13,463 Shares 75,168 Est. Cost $148.77 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $12,925 Shares 75,372 Est. Cost $113.67 Unrealized +58.6%
MGC VANGUARD WORLD FD 1.3%
Value ($000) $12,325 Shares 65,952 Est. Cost $124.45 Unrealized
LQD ISHARES TR 1.1%
Value ($000) $11,046 Shares 101,414 Est. Cost $109.14 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $10,741 Shares 24,191 Est. Cost $367.60 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $9,610 Shares 53,278 Est. Cost $136.75 Unrealized +22.1%
GOOGL ALPHABET INC 1.0%
Value ($000) $9,201 Shares 60,962 Est. Cost $116.16 Unrealized +22.2%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $7,955 Shares 8,805 Est. Cost $32.94 Unrealized +119.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $7,613 Shares 12 Est. Cost $448761.72 Unrealized +32.3%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $6,994 Shares 33,582 Est. Cost $133.89 Unrealized
VXF VANGUARD INDEX FDS 0.7%
Value ($000) $6,590 Shares 37,598 Est. Cost $142.37 Unrealized
V VISA INC 0.7%
Value ($000) $6,484 Shares 23,233 Est. Cost $152.84 Unrealized +78.2%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $6,454 Shares 18,619 Est. Cost $202.15 Unrealized +75.5%
SO SOUTHERN CO 0.7%
Value ($000) $6,360 Shares 88,648 Est. Cost $59.74 Unrealized +8.4%
IEF ISHARES TR 0.6%
Value ($000) $6,208 Shares 65,582 Est. Cost $102.54 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $6,208 Shares 75,905 Est. Cost $82.23 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $5,742 Shares 46,926 Est. Cost $118.80 Unrealized -13.8%
BAND BANDWIDTH INC 0.6%
Value ($000) $5,354 Shares 293,229 Est. Cost $12.61 Unrealized +24.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $5,268 Shares 31,115 Est. Cost $91.85 Unrealized +61.7%
APH AMPHENOL CORP NEW 0.5%
Value ($000) $5,186 Shares 44,962 Est. Cost $37.17 Unrealized +38.8%
MRK MERCK & CO INC 0.5%
Value ($000) $5,111 Shares 38,736 Est. Cost $93.59 Unrealized +23.7%
WMT WALMART INC 0.5%
Value ($000) $5,079 Shares 84,408 Est. Cost $50.72 Unrealized +10.5%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $5,015 Shares 8,628 Est. Cost $362.43 Unrealized +53.9%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $4,959 Shares 31,350 Est. Cost $127.62 Unrealized +17.7%
FISV FISERV INC 0.5%
Value ($000) $4,907 Shares 30,702 Est. Cost $110.25 Unrealized +32.1%
META META PLATFORMS INC 0.5%
Value ($000) $4,762 Shares 9,807 Est. Cost $284.44 Unrealized +55.8%
BLES NORTHERN LTS FD TR IV 0.5%
Value ($000) $4,720 Shares 125,554 Est. Cost $28.45 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,698 Shares 13,527 Est. Cost $240.50 Unrealized +30.3%
NFLX NETFLIX INC 0.5%
Value ($000) $4,639 Shares 7,638 Est. Cost $49.98 Unrealized +12.8%
SYK STRYKER CORPORATION 0.5%
Value ($000) $4,630 Shares 12,938 Est. Cost $201.96 Unrealized +63.6%
FDX FEDEX CORP 0.5%
Value ($000) $4,585 Shares 15,824 Est. Cost $193.38 Unrealized +24.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $4,537 Shares 18,170 Est. Cost $159.13 Unrealized +51.7%
CVS CVS HEALTH CORP 0.5%
Value ($000) $4,517 Shares 56,627 Est. Cost $61.50 Unrealized +15.2%
TLT ISHARES TR 0.5%
Value ($000) $4,478 Shares 47,331 Est. Cost $118.91 Unrealized
FAST FASTENAL CO 0.5%
Value ($000) $4,448 Shares 57,664 Est. Cost $17.51 Unrealized +94.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value ($000) $4,436 Shares 32,276 Est. Cost $95.26 Unrealized +36.3%
SCZ ISHARES TR 0.5%
Value ($000) $4,369 Shares 68,987 Est. Cost $62.44 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.5%
Value ($000) $4,357 Shares 12,275 Est. Cost $322.57 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $4,250 Shares 15,839 Est. Cost $159.61 Unrealized +55.2%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $4,220 Shares 40,457 Est. Cost $74.08 Unrealized +32.0%
ROP ROPER TECHNOLOGIES INC 0.4%
Value ($000) $4,079 Shares 7,274 Est. Cost $382.62 Unrealized +40.8%
IEMG ISHARES INC 0.4%
Value ($000) $4,076 Shares 78,985 Est. Cost $51.21 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.4%
Value ($000) $4,026 Shares 24,545 Est. Cost $117.46 Unrealized +36.5%
ACWI ISHARES TR 0.4%
Value ($000) $3,911 Shares 35,514 Est. Cost $70.48 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.4%
Value ($000) $3,909 Shares 32,156 Est. Cost $85.14 Unrealized +41.7%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $3,705 Shares 51,018 Est. Cost $73.33 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,651 Shares 86,671 Est. Cost $35.77 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,444 Shares 68,261 Est. Cost $50.56 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3,212 Shares 54,864 Est. Cost $62.18 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $3,212 Shares 12,357 Est. Cost $191.76 Unrealized
ESGD ISHARES TR 0.3%
Value ($000) $2,925 Shares 36,601 Est. Cost $71.57 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,900 Shares 43,408 Est. Cost $60.98 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $2,891 Shares 7,536 Est. Cost $141.07 Unrealized +147.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,816 Shares 6,697 Est. Cost $252.54 Unrealized +55.8%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,628 Shares 13,763 Est. Cost $117.79 Unrealized +46.5%
IJH ISHARES TR 0.3%
Value ($000) $2,502 Shares 41,185 Est. Cost $97.76 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2,400 Shares 114,473 Est. Cost $20.78 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $2,397 Shares 48,731 Est. Cost $51.90 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $2,390 Shares 104,950 Est. Cost $22.81 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.2%
Value ($000) $2,386 Shares 35,958 Est. Cost $71.06 Unrealized -13.5%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,334 Shares 42,886 Est. Cost $46.84 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2,264 Shares 110,816 Est. Cost $20.38 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $2,241 Shares 9,506 Est. Cost $186.39 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,139 Shares 36,538 Est. Cost $49.25 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $2,103 Shares 11,963 Est. Cost $215.74 Unrealized -9.4%
SLV ISHARES SILVER TR 0.2%
Value ($000) $2,088 Shares 91,788 Est. Cost $21.91 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,076 Shares 27,309 Est. Cost $73.05 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $2,025 Shares 10,110 Est. Cost $98.94 Unrealized +75.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,001 Shares 4,044 Est. Cost $333.59 Unrealized +46.6%
BIBL NORTHERN LTS FD TR IV 0.2%
Value ($000) $1,944 Shares 49,957 Est. Cost $34.61 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,920 Shares 49,201 Est. Cost $32.04 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $1,901 Shares 11,566 Est. Cost $126.11 Unrealized
IBD NORTHERN LTS FD TR IV 0.2%
Value ($000) $1,870 Shares 79,627 Est. Cost $24.43 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,811 Shares 3,760 Est. Cost $217.33 Unrealized +108.2%
IWP ISHARES TR 0.2%
Value ($000) $1,795 Shares 15,730 Est. Cost $94.43 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,778 Shares 72,278 Est. Cost $24.11 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,769 Shares 11,617 Est. Cost $120.13 Unrealized +19.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,732 Shares 2,226 Est. Cost $252.20 Unrealized +178.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,697 Shares 4,252 Est. Cost $341.00 Unrealized +10.8%
CRM SALESFORCE INC 0.2%
Value ($000) $1,685 Shares 5,594 Est. Cost $224.32 Unrealized +27.1%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,637 Shares 18,933 Est. Cost $81.42 Unrealized
IWY ISHARES TR 0.2%
Value ($000) $1,621 Shares 8,308 Est. Cost $176.75 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,619 Shares 6,354 Est. Cost $193.32 Unrealized +23.0%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,586 Shares 20,868 Est. Cost $63.96 Unrealized
ITA ISHARES TR 0.2%
Value ($000) $1,534 Shares 11,624 Est. Cost $117.59 Unrealized
WWJD NORTHERN LTS FD TR IV 0.2%
Value ($000) $1,518 Shares 50,554 Est. Cost $27.29 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $1,507 Shares 14,517 Est. Cost $86.98 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $1,505 Shares 12,214 Est. Cost $119.72 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,476 Shares 76,833 Est. Cost $19.24 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,459 Shares 8,992 Est. Cost $115.80 Unrealized +29.4%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,438 Shares 7,969 Est. Cost $108.01 Unrealized +61.8%
AVGO BROADCOM INC 0.1%
Value ($000) $1,433 Shares 1,081 Est. Cost $56.14 Unrealized +115.9%
IVLU ISHARES TR 0.1%
Value ($000) $1,431 Shares 50,704 Est. Cost $24.40 Unrealized
SPTI SPDR SER TR 0.1%
Value ($000) $1,423 Shares 50,485 Est. Cost $28.34 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,393 Shares 11,981 Est. Cost $69.80 Unrealized +40.5%
IVV ISHARES TR 0.1%
Value ($000) $1,386 Shares 2,636 Est. Cost $405.26 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,382 Shares 33,091 Est. Cost $40.58 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $1,382 Shares 9,308 Est. Cost $127.23 Unrealized +22.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,319 Shares 5,769 Est. Cost $141.72 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,302 Shares 11,781 Est. Cost $102.17 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $1,291 Shares 5,717 Est. Cost $300.68 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,267 Shares 3,681 Est. Cost $295.99 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,228 Shares 7,539 Est. Cost $138.80 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $1,216 Shares 23,568 Est. Cost $37.80 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,158 Shares 8,508 Est. Cost $106.79 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,146 Shares 4,498 Est. Cost $144.43 Unrealized +53.7%
ADBE ADOBE INC 0.1%
Value ($000) $1,141 Shares 2,261 Est. Cost $377.68 Unrealized +51.8%
ABBV ABBVIE INC 0.1%
Value ($000) $1,137 Shares 6,244 Est. Cost $118.30 Unrealized +36.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,117 Shares 22,386 Est. Cost $43.84 Unrealized +7.7%
KO COCA COLA CO 0.1%
Value ($000) $1,112 Shares 18,182 Est. Cost $45.11 Unrealized +25.7%
IJJ ISHARES TR 0.1%
Value ($000) $1,108 Shares 9,367 Est. Cost $107.13 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,105 Shares 7,479 Est. Cost $135.00 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,101 Shares 11,873 Est. Cost $73.75 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,069 Shares 8,509 Est. Cost $91.30 Unrealized +23.1%
PPLT ABRDN PLATINUM ETF TRUST 0.1%
Value ($000) $1,055 Shares 12,628 Est. Cost $91.24 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $1,054 Shares 1,086 Est. Cost $593.59 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,046 Shares 5,690 Est. Cost $173.62 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,042 Shares 1,423 Est. Cost $314.55 Unrealized +124.7%
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $1,006 Shares 27,924 Est. Cost $23.42 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,003 Shares 7,811 Est. Cost $90.81 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $993 Shares 6,295 Est. Cost $118.68 Unrealized +17.1%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $940 Shares 8,506 Est. Cost $78.92 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $933 Shares 617 Est. Cost $1636.68 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $928 Shares 4,413 Est. Cost $193.49 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $927 Shares 8,633 Est. Cost $126.40 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $927 Shares 9,816 Est. Cost $71.68 Unrealized
INTU INTUIT 0.1%
Value ($000) $891 Shares 1,370 Est. Cost $377.98 Unrealized +67.0%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $880 Shares 27,094 Est. Cost $33.64 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $874 Shares 2,384 Est. Cost $181.44 Unrealized +71.4%
LIN LINDE PLC 0.1%
Value ($000) $852 Shares 1,836 Est. Cost $352.90 Unrealized +19.7%
ABT ABBOTT LABS 0.1%
Value ($000) $842 Shares 7,406 Est. Cost $100.06 Unrealized +10.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $837 Shares 2,968 Est. Cost $221.00 Unrealized +25.8%
IGIB ISHARES TR 0.1%
Value ($000) $824 Shares 15,965 Est. Cost $51.07 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $817 Shares 3,324 Est. Cost $188.29 Unrealized +25.1%
MUB ISHARES TR 0.1%
Value ($000) $817 Shares 7,594 Est. Cost $112.06 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $817 Shares 7,106 Est. Cost $97.67 Unrealized
SOVF ELEVATION SERIES TRUST 0.1%
Value ($000) $808 Shares 27,175 Est. Cost $29.14 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $795 Shares 219 Est. Cost $2563.29 Unrealized +36.9%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.1%
Value ($000) $789 Shares 29,991 Est. Cost $31.60 Unrealized -14.6%
HTRB HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $781 Shares 23,148 Est. Cost $33.21 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $760 Shares 2,916 Est. Cost $232.67 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $748 Shares 8,182 Est. Cost $82.08 Unrealized +7.9%
IGSB ISHARES TR 0.1%
Value ($000) $735 Shares 14,342 Est. Cost $51.54 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $731 Shares 19,274 Est. Cost $26.50 Unrealized +23.8%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $725 Shares 9,416 Est. Cost $44.62 Unrealized +60.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $714 Shares 3,909 Est. Cost $111.22 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $706 Shares 16,814 Est. Cost $34.99 Unrealized +2.7%
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $704 Shares 12,670 Est. Cost $52.91 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $661 Shares 2,936 Est. Cost $157.56 Unrealized
BBAX J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $657 Shares 13,647 Est. Cost $57.91 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $636 Shares 9,948 Est. Cost $67.07 Unrealized -17.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $632 Shares 3,064 Est. Cost $88.79 Unrealized +103.2%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $623 Shares 19,510 Est. Cost $26.01 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $616 Shares 3,520 Est. Cost $116.08 Unrealized +35.5%
AMGN AMGEN INC 0.1%
Value ($000) $615 Shares 2,164 Est. Cost $214.87 Unrealized +28.5%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $602 Shares 2,910 Est. Cost $126.22 Unrealized +35.2%
USMV ISHARES TR 0.1%
Value ($000) $602 Shares 7,197 Est. Cost $73.50 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $600 Shares 1,157 Est. Cost $355.43 Unrealized +35.6%
BA BOEING CO 0.1%
Value ($000) $588 Shares 3,047 Est. Cost $188.20 Unrealized +9.2%
IYR ISHARES TR 0.1%
Value ($000) $580 Shares 6,457 Est. Cost $98.63 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $580 Shares 8,834 Est. Cost $68.17 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $579 Shares 6,341 Est. Cost $91.25 Unrealized
T AT&T INC 0.1%
Value ($000) $578 Shares 32,814 Est. Cost $14.87 Unrealized +5.1%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $577 Shares 33,367 Est. Cost $11.55 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $573 Shares 21,953 Est. Cost $25.41 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $571 Shares 1,825 Est. Cost $128.66 Unrealized +108.0%
USO UNITED STS OIL FD LP 0.1%
Value ($000) $570 Shares 7,246 Est. Cost $52.58 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $563 Shares 2,163 Est. Cost $225.12 Unrealized +12.4%
ARKK ARK ETF TR 0.1%
Value ($000) $560 Shares 11,185 Est. Cost $40.34 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $558 Shares 3,180 Est. Cost $62.26 Unrealized +87.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $554 Shares 7,260 Est. Cost $73.33 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $552 Shares 766 Est. Cost $319.80 Unrealized +97.4%
FNK FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $544 Shares 10,038 Est. Cost $36.26 Unrealized
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $541 Shares 10,919 Est. Cost $49.00 Unrealized
BLACKROCK INC 0.1%
Value ($000) $541 Shares 648 Est. Cost $760.97 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $533 Shares 2,596 Est. Cost $169.44 Unrealized +6.7%
NOW SERVICENOW INC 0.1%
Value ($000) $531 Shares 696 Est. Cost $96.55 Unrealized +56.9%
SAP SAP SE 0.1%
Value ($000) $528 Shares 2,708 Est. Cost $104.88 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $528 Shares 1,204 Est. Cost $231.57 Unrealized +68.8%
LAM RESEARCH CORP 0.1%
Value ($000) $524 Shares 539 Est. Cost $576.24 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $522 Shares 2,944 Est. Cost $148.73 Unrealized -4.5%
DY DYCOM INDS INC 0.1%
Value ($000) $518 Shares 3,607 Est. Cost $99.68 Unrealized +23.6%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $512 Shares 10,127 Est. Cost $50.28 Unrealized
EWL ISHARES INC 0.1%
Value ($000) $507 Shares 10,646 Est. Cost $49.34 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $506 Shares 5,473 Est. Cost $92.74 Unrealized
EWW ISHARES INC 0.1%
Value ($000) $503 Shares 7,255 Est. Cost $62.35 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $498 Shares 1,660 Est. Cost $193.12 Unrealized +38.3%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $497 Shares 3,715 Est. Cost $102.40 Unrealized +26.5%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $496 Shares 5,826 Est. Cost $89.16 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $495 Shares 1,485 Est. Cost $221.76 Unrealized +35.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $495 Shares 1,162 Est. Cost $382.63 Unrealized +11.7%
ROST ROSS STORES INC 0.1%
Value ($000) $494 Shares 3,365 Est. Cost $100.08 Unrealized +40.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $488 Shares 11,259 Est. Cost $36.95 Unrealized +10.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $484 Shares 2,271 Est. Cost $155.75 Unrealized +22.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $481 Shares 866 Est. Cost $296.72 Unrealized +68.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $481 Shares 1,702 Est. Cost $223.04 Unrealized +15.7%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $480 Shares 5,376 Est. Cost $74.78 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $479 Shares 4,722 Est. Cost $74.52 Unrealized +27.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $475 Shares 1,902 Est. Cost $185.82 Unrealized +26.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $473 Shares 988 Est. Cost $355.06 Unrealized +25.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $473 Shares 2,712 Est. Cost $134.96 Unrealized +17.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $471 Shares 12,075 Est. Cost $46.57 Unrealized -28.3%
ESGE ISHARES INC 0.0%
Value ($000) $471 Shares 14,602 Est. Cost $32.10 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $465 Shares 7,839 Est. Cost $54.37 Unrealized +5.7%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $462 Shares 7,017 Est. Cost $59.06 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $461 Shares 8,016 Est. Cost $51.76 Unrealized
TPHD TIMOTHY PLAN 0.0%
Value ($000) $461 Shares 12,755 Est. Cost $36.17 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $456 Shares 8,387 Est. Cost $54.40 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $453 Shares 12,628 Est. Cost $49.09 Unrealized -32.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $451 Shares 1,242 Est. Cost $222.30 Unrealized +42.9%
LIT GLOBAL X FDS 0.0%
Value ($000) $450 Shares 9,931 Est. Cost $66.88 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $446 Shares 5,200 Est. Cost $58.20 Unrealized +35.3%
SONY SONY GROUP CORP 0.0%
Value ($000) $445 Shares 5,191 Est. Cost $101.73 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $444 Shares 14,703 Est. Cost $30.22 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $444 Shares 10,512 Est. Cost $40.13 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $427 Shares 1,022 Est. Cost $393.31 Unrealized +7.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $424 Shares 5,867 Est. Cost $63.92 Unrealized +0.5%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $423 Shares 440 Est. Cost $846.05 Unrealized +11.8%
BX BLACKSTONE INC 0.0%
Value ($000) $420 Shares 3,198 Est. Cost $83.82 Unrealized +41.6%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $418 Shares 11,786 Est. Cost $32.50 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $415 Shares 5,592 Est. Cost $67.62 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $410 Shares 3,145 Est. Cost $107.88 Unrealized +13.4%
INTC INTEL CORP 0.0%
Value ($000) $408 Shares 9,240 Est. Cost $36.74 Unrealized +19.9%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $407 Shares 1,617 Est. Cost $162.46 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $407 Shares 14,556 Est. Cost $30.69 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $406 Shares 3,095 Est. Cost $126.18 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $404 Shares 3,423 Est. Cost $75.43 Unrealized +19.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $401 Shares 4,552 Est. Cost $82.86 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $398 Shares 2,012 Est. Cost $182.43 Unrealized +2.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $395 Shares 5,827 Est. Cost $56.54 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $394 Shares 2,330 Est. Cost $169.80 Unrealized +8.0%
ISHARES TR 0.0%
Value ($000) $389 Shares 15,532 Est. Cost $24.61 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $388 Shares 2,020 Est. Cost $160.23 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $387 Shares 6,678 Est. Cost $43.40 Unrealized +15.5%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $387 Shares 8,539 Est. Cost $45.31 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $385 Shares 3,832 Est. Cost $64.72 Unrealized +40.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $381 Shares 1,927 Est. Cost $130.45 Unrealized +42.8%
FLOT ISHARES TR 0.0%
Value ($000) $380 Shares 7,441 Est. Cost $50.62 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $378 Shares 1,385 Est. Cost $209.63 Unrealized +15.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $378 Shares 905 Est. Cost $240.05 Unrealized +55.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $375 Shares 2,167 Est. Cost $125.88 Unrealized +20.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $366 Shares 2,873 Est. Cost $92.56 Unrealized +16.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $363 Shares 1,596 Est. Cost $171.09 Unrealized +18.6%
DE DEERE & CO 0.0%
Value ($000) $363 Shares 885 Est. Cost $381.30 Unrealized -2.3%
C CITIGROUP INC 0.0%
Value ($000) $362 Shares 5,730 Est. Cost $43.34 Unrealized +21.2%
GTO INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $358 Shares 7,653 Est. Cost $46.53 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $355 Shares 781 Est. Cost $341.91 Unrealized +21.6%
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $355 Shares 6,559 Est. Cost $48.19 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $350 Shares 8,743 Est. Cost $40.25 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $348 Shares 3,116 Est. Cost $96.02 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $346 Shares 13,720 Est. Cost $24.52 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $345 Shares 2,952 Est. Cost $104.44 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $344 Shares 2,363 Est. Cost $118.19 Unrealized +14.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $343 Shares 118 Est. Cost $41.93 Unrealized +22.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $343 Shares 3,241 Est. Cost $48.64 Unrealized -2.0%
SHV ISHARES TR 0.0%
Value ($000) $341 Shares 3,089 Est. Cost $109.99 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $340 Shares 3,514 Est. Cost $89.05 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $332 Shares 1,107 Est. Cost $161.02 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $330 Shares 1,274 Est. Cost $202.55 Unrealized +19.1%
RTX RTX CORPORATION 0.0%
Value ($000) $327 Shares 3,355 Est. Cost $87.90 Unrealized -1.2%
DALI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $323 Shares 13,404 Est. Cost $24.12 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $321 Shares 4,783 Est. Cost $56.30 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $319 Shares 2,547 Est. Cost $109.84 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $312 Shares 3,823 Est. Cost $81.66 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $310 Shares 1,804 Est. Cost $105.96 Unrealized +38.0%
KLAC KLA CORP 0.0%
Value ($000) $309 Shares 443 Est. Cost $510.90 Unrealized +23.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $309 Shares 3,443 Est. Cost $74.68 Unrealized +9.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $308 Shares 4,493 Est. Cost $52.33 Unrealized +22.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $307 Shares 2,069 Est. Cost $152.77 Unrealized -10.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $307 Shares 1,902 Est. Cost $113.91 Unrealized +23.9%
IYH ISHARES TR 0.0%
Value ($000) $300 Shares 4,852 Est. Cost $182.35 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $297 Shares 1,444 Est. Cost $174.58 Unrealized +10.8%
USB US BANCORP DEL 0.0%
Value ($000) $296 Shares 6,629 Est. Cost $33.31 Unrealized +16.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $295 Shares 1,980 Est. Cost $106.26 Unrealized +24.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $291 Shares 3,049 Est. Cost $83.07 Unrealized +1.1%
SYNOVUS FINL CORP 0.0%
Value ($000) $289 Shares 7,223 Est. Cost $23.39 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $289 Shares 2,459 Est. Cost $76.93 Unrealized +28.2%
UBS UBS GROUP AG 0.0%
Value ($000) $287 Shares 9,348 Est. Cost $23.50 Unrealized +25.7%
ARISTA NETWORKS INC 0.0%
Value ($000) $287 Shares 990 Est. Cost $237.71 Unrealized
NKE NIKE INC 0.0%
Value ($000) $287 Shares 3,053 Est. Cost $110.84 Unrealized -11.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $285 Shares 527 Est. Cost $484.95 Unrealized +12.7%
EWZ ISHARES INC 0.0%
Value ($000) $281 Shares 8,681 Est. Cost $40.40 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $281 Shares 2,987 Est. Cost $83.85 Unrealized -0.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $280 Shares 961 Est. Cost $264.70 Unrealized +5.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $280 Shares 985 Est. Cost $108.66 Unrealized +45.2%
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $279 Shares 4,693 Est. Cost $57.60 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $279 Shares 2,131 Est. Cost $109.91 Unrealized
RELX RELX PLC 0.0%
Value ($000) $277 Shares 6,392 Est. Cost $39.66 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $276 Shares 7,018 Est. Cost $32.78 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $275 Shares 6,670 Est. Cost $42.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $275 Shares 1,288 Est. Cost $180.89 Unrealized +11.8%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $271 Shares 1,070 Est. Cost $206.93 Unrealized +12.8%
WELL WELLTOWER INC 0.0%
Value ($000) $270 Shares 2,886 Est. Cost $73.40 Unrealized +18.8%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $269 Shares 13,404 Est. Cost $20.28 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $268 Shares 816 Est. Cost $237.06 Unrealized +23.8%
TOTALENERGIES SE 0.0%
Value ($000) $265 Shares 3,854 Est. Cost $68.83 Unrealized
CSX CSX CORP 0.0%
Value ($000) $265 Shares 7,146 Est. Cost $31.63 Unrealized +12.1%
MCK MCKESSON CORP 0.0%
Value ($000) $265 Shares 493 Est. Cost $420.59 Unrealized +19.7%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $265 Shares 25,871 Est. Cost $4.98 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $264 Shares 1,619 Est. Cost $134.98 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $263 Shares 2,038 Est. Cost $100.32 Unrealized +17.9%
PCAR PACCAR INC 0.0%
Value ($000) $260 Shares 2,102 Est. Cost $82.27 Unrealized +22.5%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $260 Shares 4,310 Est. Cost $60.30 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $260 Shares 1,125 Est. Cost $177.33 Unrealized +17.3%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $260 Shares 195 Est. Cost $1088.39 Unrealized +13.3%
DSI ISHARES TR 0.0%
Value ($000) $258 Shares 2,564 Est. Cost $81.41 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $258 Shares 312 Est. Cost $746.00 Unrealized +8.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $257 Shares 3,669 Est. Cost $60.11 Unrealized +14.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $256 Shares 3,269 Est. Cost $68.48 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $254 Shares 7,570 Est. Cost $25.93 Unrealized +14.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $252 Shares 2,004 Est. Cost $125.96 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $250 Shares 18,836 Est. Cost $10.63 Unrealized +0.5%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $249 Shares 221 Est. Cost $69.94 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $249 Shares 4,283 Est. Cost $53.59 Unrealized +2.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $247 Shares 1,291 Est. Cost $151.31 Unrealized +14.7%
USXF ISHARES TR 0.0%
Value ($000) $247 Shares 5,466 Est. Cost $34.66 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $244 Shares 1,643 Est. Cost $172.76 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $244 Shares 2,886 Est. Cost $72.33 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $242 Shares 2,621 Est. Cost $80.40 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $242 Shares 3,136 Est. Cost $79.00 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $237 Shares 1,451 Est. Cost $143.91 Unrealized +9.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $235 Shares 1,165 Est. Cost $110.45 Unrealized +48.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $235 Shares 4,327 Est. Cost $46.17 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $233 Shares 1,683 Est. Cost $102.16 Unrealized +23.0%
AON AON PLC 0.0%
Value ($000) $232 Shares 694 Est. Cost $306.03 Unrealized 0.0%
AZO AUTOZONE INC 0.0%
Value ($000) $230 Shares 73 Est. Cost $2858.33 Unrealized 0.0%
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $229 Shares 11,875 Est. Cost $19.46 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $227 Shares 139 Est. Cost $1492.87 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $224 Shares 182 Est. Cost $997.72 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $223 Shares 364 Est. Cost $539.98 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $223 Shares 1,354 Est. Cost $151.39 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $220 Shares 2,076 Est. Cost $91.38 Unrealized +6.9%
RIO RIO TINTO PLC 0.0%
Value ($000) $219 Shares 3,441 Est. Cost $74.21 Unrealized
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $219 Shares 1,004 Est. Cost $193.08 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $218 Shares 1,327 Est. Cost $147.13 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $218 Shares 1,011 Est. Cost $197.23 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $217 Shares 13,453 Est. Cost $18.22 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $216 Shares 733 Est. Cost $247.59 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $216 Shares 863 Est. Cost $236.41 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $216 Shares 2,229 Est. Cost $83.85 Unrealized +5.5%
COR CENCORA INC 0.0%
Value ($000) $215 Shares 885 Est. Cost $226.42 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $215 Shares 3,719 Est. Cost $50.58 Unrealized
CPRT COPART INC 0.0%
Value ($000) $214 Shares 3,700 Est. Cost $51.42 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $214 Shares 7,678 Est. Cost $24.95 Unrealized -3.7%
MSCI MSCI INC 0.0%
Value ($000) $214 Shares 381 Est. Cost $549.49 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $213 Shares 3,717 Est. Cost $46.34 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $213 Shares 2,321 Est. Cost $83.71 Unrealized +1.5%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $212 Shares 17,942 Est. Cost $4.13 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $212 Shares 4,581 Est. Cost $43.06 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $211 Shares 2,184 Est. Cost $86.08 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $209 Shares 399 Est. Cost $406.74 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $209 Shares 1,997 Est. Cost $104.73 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $209 Shares 1,840 Est. Cost $99.38 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $204 Shares 656 Est. Cost $295.79 Unrealized 0.0%
ALC ALCON AG 0.0%
Value ($000) $203 Shares 2,433 Est. Cost $79.67 Unrealized 0.0%
RGCO RGC RES INC 0.0%
Value ($000) $202 Shares 10,000 Est. Cost $17.98 Unrealized +7.5%
MCO MOODYS CORP 0.0%
Value ($000) $201 Shares 511 Est. Cost $380.01 Unrealized 0.0%
TRIN TRINITY CAP INC 0.0%
Value ($000) $182 Shares 12,426 Est. Cost $10.31 Unrealized +3.8%
ING ING GROEP N.V. 0.0%
Value ($000) $166 Shares 10,042 Est. Cost $15.02 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $156 Shares 13,258 Est. Cost $6.93 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $118 Shares 24,280 Est. Cost $3.29 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $107 Shares 11,600 Est. Cost $398.89 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $105 Shares 26,375 Est. Cost $2.54 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $101 Shares 11,937 Est. Cost $8.33 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $88 Shares 11,359 Est. Cost $5.02 Unrealized +45.4%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $75 Shares 15,600 Est. Cost $398.89 Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $72 Shares 19,380 Est. Cost $28.93 Unrealized -84.6%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $51 Shares 10,791 Est. Cost $4.70 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $49 Shares 18,917 Est. Cost $2.32 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $31 Shares 12,655 Est. Cost $2.90 Unrealized
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value ($000) $30 Shares 13,158 Est. Cost $2.54 Unrealized 0.0%
BEYOND AIR INC 0.0%
Value ($000) $23 Shares 13,484 Est. Cost $1.96 Unrealized
BRIGHTCOVE INC 0.0%
Value ($000) $23 Shares 11,645 Est. Cost $2.59 Unrealized
HYMC HYCROFT MINING HOLDING CORP 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $2.41 Unrealized -10.4%