Keel Point, LLC Diversified Active

CIK: 0001386935 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $1,288,207 (100.0% shares, 0.0% debt)

Holdings (472)

VOO VANGUARD INDEX FDS 16.0%
Value ($000) $205,830 Shares 400,517 Est. Cost $378.06 Unrealized
SPY SPDR S&P 500 ETF TR 5.6%
Value ($000) $72,537 Shares 129,671 Est. Cost $429.54 Unrealized
NFLX NETFLIX INC 4.9%
Value ($000) $62,701 Shares 67,237 Est. Cost $61.08 Unrealized +55.7%
AGG ISHARES TR 3.2%
Value ($000) $41,040 Shares 414,877 Est. Cost $102.74 Unrealized
IWB ISHARES TR 3.0%
Value ($000) $38,258 Shares 124,725 Est. Cost $189.06 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.9%
Value ($000) $37,464 Shares 737,050 Est. Cost $46.01 Unrealized
EFA ISHARES TR 2.4%
Value ($000) $31,451 Shares 384,814 Est. Cost $71.34 Unrealized
GLD SPDR GOLD TR 2.1%
Value ($000) $27,123 Shares 94,132 Est. Cost $173.38 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $26,562 Shares 119,578 Est. Cost $146.85 Unrealized +57.2%
AMZN AMAZON COM INC 1.6%
Value ($000) $20,815 Shares 109,402 Est. Cost $165.42 Unrealized +31.2%
SPYM SPDR SER TR 1.6%
Value ($000) $20,273 Shares 308,283 Est. Cost $52.31 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $19,402 Shares 51,686 Est. Cost $200.68 Unrealized +101.9%
IWD ISHARES TR 1.2%
Value ($000) $15,786 Shares 83,898 Est. Cost $152.19 Unrealized
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $14,830 Shares 3,219 Est. Cost $3591.27 Unrealized +32.2%
IWF ISHARES TR 1.1%
Value ($000) $14,764 Shares 40,886 Est. Cost $213.86 Unrealized
TLH ISHARES TR 1.1%
Value ($000) $14,751 Shares 142,177 Est. Cost $108.19 Unrealized
TSLA TESLA INC 1.1%
Value ($000) $14,491 Shares 55,915 Est. Cost $197.68 Unrealized +68.6%
ISRG INTUITIVE SURGICAL INC 1.0%
Value ($000) $13,466 Shares 27,189 Est. Cost $389.37 Unrealized +42.0%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $13,070 Shares 120,596 Est. Cost $99.55 Unrealized +27.3%
VXF VANGUARD INDEX FDS 1.0%
Value ($000) $12,751 Shares 74,021 Est. Cost $159.15 Unrealized
IEF ISHARES TR 0.9%
Value ($000) $11,396 Shares 119,496 Est. Cost $99.60 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $10,929 Shares 70,676 Est. Cost $124.01 Unrealized +45.7%
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $10,083 Shares 202,439 Est. Cost $43.42 Unrealized
MGC VANGUARD WORLD FD 0.8%
Value ($000) $9,785 Shares 48,592 Est. Cost $124.45 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $9,581 Shares 12 Est. Cost $448761.72 Unrealized +62.5%
SO SOUTHERN CO 0.7%
Value ($000) $9,365 Shares 101,852 Est. Cost $61.87 Unrealized +36.0%
IEI ISHARES TR 0.7%
Value ($000) $9,170 Shares 77,624 Est. Cost $118.84 Unrealized
V VISA INC 0.7%
Value ($000) $8,472 Shares 24,174 Est. Cost $162.45 Unrealized +107.0%
EEM ISHARES TR 0.6%
Value ($000) $8,006 Shares 183,200 Est. Cost $42.11 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $7,913 Shares 13,729 Est. Cost $371.79 Unrealized +73.0%
IJR ISHARES TR 0.6%
Value ($000) $7,899 Shares 75,539 Est. Cost $110.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $6,387 Shares 11,992 Est. Cost $333.89 Unrealized +45.6%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $6,358 Shares 30,794 Est. Cost $136.71 Unrealized
WMT WALMART INC 0.5%
Value ($000) $6,176 Shares 70,348 Est. Cost $50.72 Unrealized +83.3%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $5,887 Shares 18,867 Est. Cost $205.36 Unrealized +70.2%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $5,751 Shares 12,263 Est. Cost $401.91 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5,744 Shares 34,634 Est. Cost $130.79 Unrealized +16.6%
BBJP J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $5,364 Shares 95,562 Est. Cost $53.50 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $5,305 Shares 74,140 Est. Cost $65.36 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $5,239 Shares 17,148 Est. Cost $231.29 Unrealized +27.7%
SLV ISHARES SILVER TR 0.4%
Value ($000) $5,215 Shares 168,272 Est. Cost $23.80 Unrealized
IAGG ISHARES TR 0.4%
Value ($000) $5,121 Shares 102,432 Est. Cost $49.99 Unrealized
FISV FISERV INC 0.4%
Value ($000) $5,103 Shares 23,110 Est. Cost $110.25 Unrealized +98.6%
UCON FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $5,027 Shares 203,096 Est. Cost $24.61 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $4,946 Shares 31,658 Est. Cost $152.17 Unrealized +19.9%
LIN LINDE PLC 0.4%
Value ($000) $4,926 Shares 10,578 Est. Cost $432.59 Unrealized +2.8%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $4,840 Shares 65,900 Est. Cost $72.52 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $4,697 Shares 52,330 Est. Cost $93.92 Unrealized -4.0%
SYK STRYKER CORPORATION 0.4%
Value ($000) $4,696 Shares 12,615 Est. Cost $207.25 Unrealized +81.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $4,683 Shares 27,148 Est. Cost $95.26 Unrealized +70.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.4%
Value ($000) $4,647 Shares 20,388 Est. Cost $117.46 Unrealized +80.4%
QCOM QUALCOMM INC 0.4%
Value ($000) $4,622 Shares 30,087 Est. Cost $96.59 Unrealized +65.3%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $4,542 Shares 10,374 Est. Cost $323.83 Unrealized +36.4%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $4,440 Shares 17,904 Est. Cost $169.95 Unrealized +47.5%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $4,417 Shares 67,348 Est. Cost $46.09 Unrealized +47.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $4,376 Shares 17,841 Est. Cost $146.28 Unrealized +71.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $4,361 Shares 12,489 Est. Cost $240.50 Unrealized +44.7%
FDX FEDEX CORP 0.3%
Value ($000) $4,279 Shares 17,552 Est. Cost $199.49 Unrealized +27.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $4,224 Shares 8,489 Est. Cost $373.17 Unrealized +44.6%
DHR DANAHER CORPORATION 0.3%
Value ($000) $4,217 Shares 20,569 Est. Cost $169.58 Unrealized +27.9%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $4,199 Shares 7,122 Est. Cost $382.62 Unrealized +45.7%
FAST FASTENAL CO 0.3%
Value ($000) $4,168 Shares 53,751 Est. Cost $17.51 Unrealized +110.4%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $4,104 Shares 37,277 Est. Cost $74.08 Unrealized +42.9%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $4,039 Shares 33,586 Est. Cost $87.08 Unrealized +30.6%
BAND BANDWIDTH INC 0.3%
Value ($000) $3,935 Shares 300,372 Est. Cost $12.74 Unrealized +28.4%
IJH ISHARES TR 0.3%
Value ($000) $3,830 Shares 65,638 Est. Cost $83.93 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $3,816 Shares 22,791 Est. Cost $157.71 Unrealized +33.0%
IVV ISHARES TR 0.3%
Value ($000) $3,813 Shares 6,787 Est. Cost $506.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $3,799 Shares 15,278 Est. Cost $132.85 Unrealized +80.2%
GOVT ISHARES TR 0.3%
Value ($000) $3,712 Shares 161,480 Est. Cost $22.90 Unrealized
MELI MERCADOLIBRE INC 0.3%
Value ($000) $3,691 Shares 1,892 Est. Cost $1597.69 Unrealized +24.2%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $3,590 Shares 13,063 Est. Cost $206.31 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $3,449 Shares 14,097 Est. Cost $203.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,216 Shares 6,140 Est. Cost $400.77 Unrealized +24.6%
ACWI ISHARES TR 0.2%
Value ($000) $3,139 Shares 26,966 Est. Cost $71.39 Unrealized
IVLU ISHARES TR 0.2%
Value ($000) $3,088 Shares 101,895 Est. Cost $27.54 Unrealized
ESGD ISHARES TR 0.2%
Value ($000) $3,084 Shares 37,749 Est. Cost $71.76 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $3,056 Shares 8,240 Est. Cost $355.13 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $2,994 Shares 27,543 Est. Cost $109.14 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $2,989 Shares 36,129 Est. Cost $82.28 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $2,918 Shares 3,533 Est. Cost $471.49 Unrealized +75.3%
LOW LOWES COS INC 0.2%
Value ($000) $2,910 Shares 12,477 Est. Cost $196.12 Unrealized +23.4%
HD HOME DEPOT INC 0.2%
Value ($000) $2,909 Shares 7,939 Est. Cost $172.36 Unrealized +120.9%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $2,858 Shares 31,572 Est. Cost $85.29 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,775 Shares 5,063 Est. Cost $293.92 Unrealized +84.4%
IWY ISHARES TR 0.2%
Value ($000) $2,731 Shares 12,945 Est. Cost $188.35 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2,657 Shares 128,463 Est. Cost $20.42 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $2,605 Shares 48,273 Est. Cost $51.27 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,555 Shares 21,487 Est. Cost $88.89 Unrealized +20.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,504 Shares 14,694 Est. Cost $133.15 Unrealized +23.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,488 Shares 25,204 Est. Cost $118.32 Unrealized -10.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,472 Shares 2,614 Est. Cost $565.91 Unrealized +71.5%
ABBV ABBVIE INC 0.2%
Value ($000) $2,405 Shares 11,479 Est. Cost $141.40 Unrealized +33.9%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $2,333 Shares 13,506 Est. Cost $150.46 Unrealized
BBAX J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,140 Shares 43,991 Est. Cost $51.52 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $2,063 Shares 22,663 Est. Cost $118.91 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $2,039 Shares 28,465 Est. Cost $50.89 Unrealized +27.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $2,000 Shares 32,416 Est. Cost $46.00 Unrealized +30.6%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,877 Shares 96,360 Est. Cost $19.28 Unrealized
SHLD GLOBAL X FDS 0.1%
Value ($000) $1,865 Shares 40,055 Est. Cost $46.55 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $1,853 Shares 22,437 Est. Cost $71.06 Unrealized +20.1%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,800 Shares 53,734 Est. Cost $34.25 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,786 Shares 6,656 Est. Cost $238.89 Unrealized +29.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,746 Shares 17,797 Est. Cost $80.50 Unrealized +25.4%
QUAL ISHARES TR 0.1%
Value ($000) $1,723 Shares 10,083 Est. Cost $133.10 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,709 Shares 23,590 Est. Cost $73.05 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,659 Shares 39,751 Est. Cost $33.30 Unrealized +31.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,648 Shares 22,617 Est. Cost $59.64 Unrealized +20.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,646 Shares 6,949 Est. Cost $196.05 Unrealized +22.1%
PPLT ABRDN PLATINUM ETF TRUST 0.1%
Value ($000) $1,632 Shares 17,858 Est. Cost $89.27 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $1,566 Shares 17,289 Est. Cost $90.59 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,562 Shares 11,169 Est. Cost $109.02 Unrealized +48.2%
BLES NORTHERN LTS FD TR IV 0.1%
Value ($000) $1,524 Shares 40,403 Est. Cost $28.45 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,518 Shares 15,176 Est. Cost $87.97 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,503 Shares 18,634 Est. Cost $85.45 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,463 Shares 11,161 Est. Cost $131.13 Unrealized
SOVF ELEVATION SERIES TRUST 0.1%
Value ($000) $1,456 Shares 49,008 Est. Cost $29.67 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $1,447 Shares 10,927 Est. Cost $98.74 Unrealized +26.4%
EFV ISHARES TR 0.1%
Value ($000) $1,429 Shares 24,239 Est. Cost $54.01 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,426 Shares 53,654 Est. Cost $38.86 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,416 Shares 36,843 Est. Cost $37.41 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,406 Shares 4,501 Est. Cost $240.87 Unrealized +21.6%
INTU INTUIT 0.1%
Value ($000) $1,393 Shares 2,268 Est. Cost $477.03 Unrealized +25.2%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,365 Shares 14,604 Est. Cost $78.52 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,335 Shares 8,040 Est. Cost $111.20 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,325 Shares 9,868 Est. Cost $119.72 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,294 Shares 5,837 Est. Cost $156.35 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,289 Shares 15,278 Est. Cost $29.98 Unrealized +192.9%
T AT&T INC 0.1%
Value ($000) $1,289 Shares 45,580 Est. Cost $15.99 Unrealized +52.3%
IJJ ISHARES TR 0.1%
Value ($000) $1,287 Shares 10,747 Est. Cost $108.68 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,275 Shares 7,621 Est. Cost $125.59 Unrealized +19.8%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,237 Shares 6,379 Est. Cost $142.07 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,215 Shares 6,089 Est. Cost $208.20 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,212 Shares 48,410 Est. Cost $40.16 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,201 Shares 38,464 Est. Cost $30.03 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,170 Shares 59,141 Est. Cost $25.25 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $1,162 Shares 9,887 Est. Cost $98.55 Unrealized
VFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $1,135 Shares 33,096 Est. Cost $33.36 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,133 Shares 25,023 Est. Cost $40.58 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $1,115 Shares 5,573 Est. Cost $110.61 Unrealized +77.0%
ABT ABBOTT LABS 0.1%
Value ($000) $1,114 Shares 8,402 Est. Cost $103.88 Unrealized +20.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,098 Shares 24,210 Est. Cost $35.86 Unrealized +10.4%
UNP UNION PAC CORP 0.1%
Value ($000) $1,077 Shares 4,558 Est. Cost $199.59 Unrealized +18.0%
ADBE ADOBE INC 0.1%
Value ($000) $1,067 Shares 2,783 Est. Cost $392.80 Unrealized +9.2%
IGSB ISHARES TR 0.1%
Value ($000) $1,044 Shares 19,943 Est. Cost $51.69 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,028 Shares 5,718 Est. Cost $157.05 Unrealized +16.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,025 Shares 3,623 Est. Cost $146.91 Unrealized +67.0%
FLRN SPDR SER TR 0.1%
Value ($000) $1,017 Shares 33,000 Est. Cost $30.85 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,015 Shares 14,143 Est. Cost $56.44 Unrealized +30.6%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $1,009 Shares 41,944 Est. Cost $13.24 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $999 Shares 8,614 Est. Cost $78.92 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $982 Shares 13,649 Est. Cost $81.58 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $966 Shares 2,929 Est. Cost $215.06 Unrealized +63.7%
TIP ISHARES TR 0.1%
Value ($000) $962 Shares 8,661 Est. Cost $126.40 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $947 Shares 3,040 Est. Cost $239.24 Unrealized +20.1%
AFL AFLAC INC 0.1%
Value ($000) $932 Shares 8,382 Est. Cost $68.30 Unrealized +52.4%
Z ZILLOW GROUP INC 0.1%
Value ($000) $928 Shares 13,531 Est. Cost $44.47 Unrealized +71.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $918 Shares 12,956 Est. Cost $67.73 Unrealized +1.4%
ZTS ZOETIS INC 0.1%
Value ($000) $904 Shares 5,487 Est. Cost $166.03 Unrealized -0.9%
MUB ISHARES TR 0.1%
Value ($000) $887 Shares 8,414 Est. Cost $111.67 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $885 Shares 7,259 Est. Cost $98.33 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $876 Shares 17,451 Est. Cost $61.91 Unrealized -12.2%
SCZ ISHARES TR 0.1%
Value ($000) $874 Shares 13,754 Est. Cost $62.44 Unrealized
AX AXOS FINANCIAL INC 0.1%
Value ($000) $859 Shares 13,313 Est. Cost $54.39 Unrealized +24.7%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $849 Shares 16,763 Est. Cost $50.56 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $835 Shares 13,504 Est. Cost $61.83 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $820 Shares 1,615 Est. Cost $410.98 Unrealized +23.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $820 Shares 20,300 Est. Cost $429.54 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $817 Shares 5,149 Est. Cost $99.32 Unrealized +37.9%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $812 Shares 10,292 Est. Cost $69.57 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $803 Shares 1,211 Est. Cost $622.23 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $797 Shares 2,640 Est. Cost $232.09 Unrealized +19.0%
XYZ BLOCK INC 0.1%
Value ($000) $787 Shares 14,477 Est. Cost $74.64 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $783 Shares 1,754 Est. Cost $436.58 Unrealized +2.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $782 Shares 3,025 Est. Cost $255.99 Unrealized
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $781 Shares 20,326 Est. Cost $34.61 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $775 Shares 6,365 Est. Cost $85.05 Unrealized +41.2%
NVS NOVARTIS AG 0.1%
Value ($000) $766 Shares 6,874 Est. Cost $102.12 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $763 Shares 12,763 Est. Cost $40.72 Unrealized +36.1%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $753 Shares 12,685 Est. Cost $62.05 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $751 Shares 794 Est. Cost $989.14 Unrealized -2.8%
NOW SERVICENOW INC 0.1%
Value ($000) $734 Shares 922 Est. Cost $117.48 Unrealized +64.1%
PEP PEPSICO INC 0.1%
Value ($000) $727 Shares 4,850 Est. Cost $128.93 Unrealized +11.3%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $725 Shares 3,133 Est. Cost $171.69 Unrealized +27.2%
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $724 Shares 20,212 Est. Cost $34.99 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $723 Shares 4,950 Est. Cost $136.97 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $722 Shares 2,708 Est. Cost $179.11 Unrealized +35.7%
SAP SAP SE 0.1%
Value ($000) $710 Shares 2,644 Est. Cost $124.16 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $707 Shares 2,699 Est. Cost $234.93 Unrealized +21.1%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $696 Shares 1,145 Est. Cost $378.79 Unrealized +71.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $695 Shares 10,249 Est. Cost $61.05 Unrealized -2.1%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $690 Shares 2,047 Est. Cost $225.61 Unrealized +59.1%
MS MORGAN STANLEY 0.1%
Value ($000) $688 Shares 5,898 Est. Cost $95.02 Unrealized +32.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $680 Shares 4,685 Est. Cost $131.56 Unrealized +26.7%
IEFA ISHARES TR 0.1%
Value ($000) $671 Shares 8,875 Est. Cost $70.62 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $669 Shares 2,485 Est. Cost $202.60 Unrealized +44.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $665 Shares 5,939 Est. Cost $75.16 Unrealized +33.7%
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $658 Shares 33,597 Est. Cost $19.49 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $654 Shares 1,503 Est. Cost $372.54 Unrealized +5.8%
KKR KKR & CO INC 0.1%
Value ($000) $654 Shares 5,655 Est. Cost $87.58 Unrealized +56.3%
IGIB ISHARES TR 0.1%
Value ($000) $651 Shares 12,388 Est. Cost $51.07 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $649 Shares 12,600 Est. Cost $46.84 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $644 Shares 25,345 Est. Cost $36.97 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $629 Shares 2,891 Est. Cost $185.13 Unrealized +2.4%
IYR ISHARES TR 0.0%
Value ($000) $627 Shares 6,547 Est. Cost $98.63 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $625 Shares 7,314 Est. Cost $61.12 Unrealized +31.6%
MCK MCKESSON CORP 0.0%
Value ($000) $621 Shares 922 Est. Cost $489.27 Unrealized +25.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $612 Shares 5,827 Est. Cost $103.73 Unrealized -6.7%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $612 Shares 6,344 Est. Cost $86.88 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $608 Shares 8,571 Est. Cost $52.07 Unrealized +43.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $608 Shares 8,761 Est. Cost $95.43 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $603 Shares 2,213 Est. Cost $236.90 Unrealized +8.0%
WWJD NORTHERN LTS FD TR IV 0.0%
Value ($000) $597 Shares 19,434 Est. Cost $27.29 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $596 Shares 2,350 Est. Cost $205.71 Unrealized +21.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $590 Shares 2,785 Est. Cost $175.93 Unrealized +12.8%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $588 Shares 38,806 Est. Cost $13.43 Unrealized +3.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $583 Shares 931 Est. Cost $404.78 Unrealized +68.5%
ETN EATON CORP PLC 0.0%
Value ($000) $580 Shares 2,133 Est. Cost $167.74 Unrealized +83.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $579 Shares 15,692 Est. Cost $36.82 Unrealized -4.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $576 Shares 2,916 Est. Cost $178.51 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $574 Shares 1,184 Est. Cost $415.94 Unrealized +12.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $573 Shares 1,660 Est. Cost $265.73 Unrealized +17.9%
DXJ WISDOMTREE TR 0.0%
Value ($000) $566 Shares 5,134 Est. Cost $110.18 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $563 Shares 1,100 Est. Cost $366.81 Unrealized +28.1%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $560 Shares 7,246 Est. Cost $52.58 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $560 Shares 2,778 Est. Cost $155.81 Unrealized +36.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $559 Shares 2,292 Est. Cost $192.19 Unrealized +16.2%
BA BOEING CO 0.0%
Value ($000) $559 Shares 3,277 Est. Cost $180.48 Unrealized -4.1%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $556 Shares 3,660 Est. Cost $135.61 Unrealized +15.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $554 Shares 2,678 Est. Cost $137.15 Unrealized +39.5%
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $552 Shares 10,935 Est. Cost $37.62 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $551 Shares 10,646 Est. Cost $49.34 Unrealized
DY DYCOM INDS INC 0.0%
Value ($000) $549 Shares 3,607 Est. Cost $99.68 Unrealized +72.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $548 Shares 5,429 Est. Cost $65.61 Unrealized +53.5%
INDA ISHARES TR 0.0%
Value ($000) $547 Shares 10,621 Est. Cost $38.91 Unrealized
DE DEERE & CO 0.0%
Value ($000) $543 Shares 1,157 Est. Cost $393.94 Unrealized +17.2%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $543 Shares 1,571 Est. Cost $251.07 Unrealized +27.2%
IBD NORTHERN LTS FD TR IV 0.0%
Value ($000) $542 Shares 22,814 Est. Cost $24.39 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $536 Shares 12,029 Est. Cost $40.64 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $531 Shares 1,096 Est. Cost $294.40 Unrealized +76.2%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $530 Shares 3,572 Est. Cost $128.79 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $529 Shares 6,355 Est. Cost $91.25 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $521 Shares 14,916 Est. Cost $32.12 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $520 Shares 6,642 Est. Cost $67.41 Unrealized +15.2%
OKE ONEOK INC NEW 0.0%
Value ($000) $517 Shares 5,213 Est. Cost $74.74 Unrealized +27.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $510 Shares 2,186 Est. Cost $226.39 Unrealized +11.4%
IAU ISHARES GOLD TR 0.0%
Value ($000) $509 Shares 8,635 Est. Cost $49.60 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $509 Shares 3,639 Est. Cost $94.76 Unrealized +66.9%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $507 Shares 10,162 Est. Cost $49.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $504 Shares 4,908 Est. Cost $111.19 Unrealized +0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $504 Shares 922 Est. Cost $271.48 Unrealized +117.6%
AMBA AMBARELLA INC 0.0%
Value ($000) $504 Shares 10,006 Est. Cost $49.68 Unrealized +37.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $503 Shares 12,213 Est. Cost $46.17 Unrealized -7.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $498 Shares 5,727 Est. Cost $87.68 Unrealized +9.2%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $496 Shares 6,821 Est. Cost $75.64 Unrealized +3.3%
BIL SPDR SER TR 0.0%
Value ($000) $491 Shares 5,355 Est. Cost $91.58 Unrealized
ISMD NORTHERN LTS FD TR IV 0.0%
Value ($000) $489 Shares 14,331 Est. Cost $23.42 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $489 Shares 8,350 Est. Cost $53.56 Unrealized -2.7%
BIDU BAIDU INC 0.0%
Value ($000) $487 Shares 5,294 Est. Cost $86.35 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $483 Shares 10,005 Est. Cost $47.70 Unrealized -9.3%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $483 Shares 9,728 Est. Cost $50.28 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $481 Shares 3,899 Est. Cost $134.59 Unrealized -11.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $480 Shares 5,521 Est. Cost $70.94 Unrealized +7.4%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $480 Shares 6,530 Est. Cost $59.72 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $475 Shares 699 Est. Cost $580.58 Unrealized +23.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $474 Shares 2,862 Est. Cost $185.78 Unrealized -2.8%
MBB ISHARES TR 0.0%
Value ($000) $473 Shares 5,041 Est. Cost $92.85 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $470 Shares 17,103 Est. Cost $25.41 Unrealized
BSJU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $469 Shares 18,393 Est. Cost $25.49 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $468 Shares 862 Est. Cost $524.13 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $465 Shares 7,333 Est. Cost $58.78 Unrealized +11.9%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $452 Shares 6,761 Est. Cost $43.15 Unrealized +71.3%
WELL WELLTOWER INC 0.0%
Value ($000) $451 Shares 2,941 Est. Cost $85.25 Unrealized +64.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $444 Shares 3,640 Est. Cost $90.80 Unrealized +21.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $441 Shares 4,026 Est. Cost $105.26 Unrealized +12.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $441 Shares 308 Est. Cost $74.68 Unrealized +16.5%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $437 Shares 18,640 Est. Cost $37.21 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $434 Shares 11,991 Est. Cost $32.75 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $434 Shares 2,542 Est. Cost $158.15 Unrealized +16.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $434 Shares 3,882 Est. Cost $87.97 Unrealized +23.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $433 Shares 1,318 Est. Cost $232.21 Unrealized +27.3%
COR CENCORA INC 0.0%
Value ($000) $431 Shares 1,550 Est. Cost $237.05 Unrealized +5.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $428 Shares 5,236 Est. Cost $75.70 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $424 Shares 3,878 Est. Cost $84.34 Unrealized +16.7%
SPTI SPDR SER TR 0.0%
Value ($000) $419 Shares 14,649 Est. Cost $28.34 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $417 Shares 7,486 Est. Cost $52.91 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $415 Shares 1,360 Est. Cost $241.94 Unrealized +43.9%
PLD PROLOGIS INC. 0.0%
Value ($000) $415 Shares 3,712 Est. Cost $109.09 Unrealized +2.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $415 Shares 6,800 Est. Cost $47.87 Unrealized +15.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $414 Shares 4,423 Est. Cost $88.91 Unrealized -1.2%
TOST TOAST INC 0.0%
Value ($000) $413 Shares 12,444 Est. Cost $24.66 Unrealized +51.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $410 Shares 1,391 Est. Cost $256.29 Unrealized +17.2%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $403 Shares 11,560 Est. Cost $33.54 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $401 Shares 8,012 Est. Cost $50.01 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $398 Shares 13,084 Est. Cost $28.34 Unrealized 0.0%
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $396 Shares 11,708 Est. Cost $33.31 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $396 Shares 5,404 Est. Cost $59.60 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $389 Shares 102 Est. Cost $2945.63 Unrealized +17.1%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $386 Shares 3,943 Est. Cost $102.89 Unrealized +0.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $386 Shares 5,322 Est. Cost $80.50 Unrealized -11.1%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $384 Shares 13,668 Est. Cost $31.60 Unrealized -1.0%
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $381 Shares 22,949 Est. Cost $16.59 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $380 Shares 2,121 Est. Cost $121.42 Unrealized +53.8%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $380 Shares 11,509 Est. Cost $26.01 Unrealized
AON AON PLC 0.0%
Value ($000) $378 Shares 946 Est. Cost $321.99 Unrealized +18.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $377 Shares 3,428 Est. Cost $140.13 Unrealized -19.6%
FTNT FORTINET INC 0.0%
Value ($000) $376 Shares 3,904 Est. Cost $76.59 Unrealized +32.4%
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $376 Shares 6,630 Est. Cost $48.19 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $369 Shares 6,430 Est. Cost $33.55 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $369 Shares 7,433 Est. Cost $50.34 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $365 Shares 264 Est. Cost $1073.14 Unrealized +16.3%
DALI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $365 Shares 15,243 Est. Cost $24.12 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $365 Shares 2,506 Est. Cost $145.34 Unrealized -0.1%
SHV ISHARES TR 0.0%
Value ($000) $364 Shares 3,299 Est. Cost $110.21 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $362 Shares 4,674 Est. Cost $102.59 Unrealized -1.2%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $360 Shares 26,401 Est. Cost $5.19 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $360 Shares 16,943 Est. Cost $18.54 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $356 Shares 9,779 Est. Cost $35.00 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $355 Shares 3,951 Est. Cost $85.09 Unrealized +2.7%
ROST ROSS STORES INC 0.0%
Value ($000) $354 Shares 2,771 Est. Cost $100.08 Unrealized +38.4%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $354 Shares 4,057 Est. Cost $87.17 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $348 Shares 2,358 Est. Cost $124.54 Unrealized +3.7%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $347 Shares 4,942 Est. Cost $82.66 Unrealized -8.5%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $346 Shares 1,880 Est. Cost $184.19 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $346 Shares 7,574 Est. Cost $45.38 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $344 Shares 1,296 Est. Cost $199.35 Unrealized +21.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $341 Shares 1,409 Est. Cost $157.47 Unrealized +40.9%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $340 Shares 1,337 Est. Cost $291.42 Unrealized -4.6%
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $339 Shares 8,056 Est. Cost $42.78 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $337 Shares 5,158 Est. Cost $64.22 Unrealized +21.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $336 Shares 6,800 Est. Cost $47.84 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $328 Shares 1,761 Est. Cost $161.42 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $325 Shares 5,272 Est. Cost $80.05 Unrealized +20.8%
MSCI MSCI INC 0.0%
Value ($000) $324 Shares 573 Est. Cost $558.33 Unrealized +3.0%
CTAS CINTAS CORP 0.0%
Value ($000) $319 Shares 1,554 Est. Cost $186.94 Unrealized +5.8%
MCO MOODYS CORP 0.0%
Value ($000) $319 Shares 685 Est. Cost $406.58 Unrealized +17.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $315 Shares 2,036 Est. Cost $116.72 Unrealized +22.5%
ALC ALCON AG 0.0%
Value ($000) $312 Shares 3,287 Est. Cost $81.12 Unrealized +10.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $312 Shares 3,267 Est. Cost $75.32 Unrealized +44.7%
CPRT COPART INC 0.0%
Value ($000) $310 Shares 5,471 Est. Cost $52.73 Unrealized +6.7%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $310 Shares 622 Est. Cost $412.91 Unrealized +19.8%
XYL XYLEM INC 0.0%
Value ($000) $309 Shares 2,587 Est. Cost $105.92 Unrealized +15.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $309 Shares 1,758 Est. Cost $133.14 Unrealized +37.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $309 Shares 2,638 Est. Cost $123.25 Unrealized +8.7%
IWS ISHARES TR 0.0%
Value ($000) $308 Shares 2,448 Est. Cost $111.68 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $307 Shares 584 Est. Cost $554.77 Unrealized +5.5%
RELX RELX PLC 0.0%
Value ($000) $305 Shares 6,052 Est. Cost $40.19 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $305 Shares 6,700 Est. Cost $429.54 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $305 Shares 7,217 Est. Cost $36.22 Unrealized +22.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $303 Shares 7,827 Est. Cost $36.94 Unrealized +1.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $302 Shares 1,497 Est. Cost $217.64 Unrealized +22.5%
TRGP TARGA RES CORP 0.0%
Value ($000) $300 Shares 1,494 Est. Cost $177.89 Unrealized +9.4%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $297 Shares 160 Est. Cost $1611.37 Unrealized +25.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $295 Shares 3,517 Est. Cost $77.02 Unrealized +7.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $292 Shares 6,638 Est. Cost $28.35 Unrealized +54.5%
WDAY WORKDAY INC 0.0%
Value ($000) $287 Shares 1,231 Est. Cost $241.64 Unrealized +5.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $287 Shares 1,111 Est. Cost $265.17 Unrealized +3.5%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $285 Shares 3,599 Est. Cost $75.62 Unrealized +0.6%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $284 Shares 6,317 Est. Cost $48.83 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $281 Shares 345 Est. Cost $785.37 Unrealized +12.1%
INTC INTEL CORP 0.0%
Value ($000) $280 Shares 12,335 Est. Cost $21.88 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $280 Shares 1,338 Est. Cost $182.61 Unrealized +12.8%
UBS UBS GROUP AG 0.0%
Value ($000) $279 Shares 9,142 Est. Cost $23.84 Unrealized +39.9%
PFE PFIZER INC 0.0%
Value ($000) $277 Shares 10,924 Est. Cost $24.80 Unrealized -0.4%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $274 Shares 1,649 Est. Cost $151.35 Unrealized +10.3%
TOTALENERGIES SE 0.0%
Value ($000) $274 Shares 4,230 Est. Cost $64.69 Unrealized
HESS CORP 0.0%
Value ($000) $273 Shares 1,707 Est. Cost $135.58 Unrealized
SFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $272 Shares 11,095 Est. Cost $26.11 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $269 Shares 1,415 Est. Cost $243.10 Unrealized -13.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $269 Shares 2,429 Est. Cost $87.77 Unrealized +8.5%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $268 Shares 9,388 Est. Cost $25.02 Unrealized +6.7%
WRB BERKLEY W R CORP 0.0%
Value ($000) $267 Shares 3,751 Est. Cost $57.99 Unrealized +3.0%
ITA ISHARES TR 0.0%
Value ($000) $266 Shares 1,739 Est. Cost $117.59 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $266 Shares 633 Est. Cost $434.21 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $264 Shares 1,497 Est. Cost $163.66 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $263 Shares 3,412 Est. Cost $71.84 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $263 Shares 2,564 Est. Cost $81.41 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $261 Shares 6,399 Est. Cost $44.91 Unrealized
COHEN & STEERS REAL ESTATE O 0.0%
Value ($000) $260 Shares 16,941 Est. Cost $15.10 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $257 Shares 218 Est. Cost $1133.71 Unrealized +12.6%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $257 Shares 538 Est. Cost $551.92 Unrealized -8.5%
PWR QUANTA SVCS INC 0.0%
Value ($000) $257 Shares 1,011 Est. Cost $269.70 Unrealized +7.0%
USXF ISHARES TR 0.0%
Value ($000) $255 Shares 5,466 Est. Cost $34.66 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $253 Shares 4,147 Est. Cost $150.64 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $252 Shares 3,064 Est. Cost $70.26 Unrealized +8.7%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $252 Shares 16,296 Est. Cost $8.60 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $251 Shares 1,905 Est. Cost $121.58 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $249 Shares 6,588 Est. Cost $44.18 Unrealized -14.4%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $249 Shares 1,200 Est. Cost $199.81 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $248 Shares 2,543 Est. Cost $93.87 Unrealized +9.7%
MMM 3M CO 0.0%
Value ($000) $247 Shares 1,681 Est. Cost $144.58 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $246 Shares 8,505 Est. Cost $24.02 Unrealized +12.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $245 Shares 460 Est. Cost $547.79 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $245 Shares 17,990 Est. Cost $12.99 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $245 Shares 12,043 Est. Cost $20.28 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $245 Shares 1,389 Est. Cost $194.00 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $245 Shares 2,346 Est. Cost $147.88 Unrealized -18.7%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $245 Shares 2,512 Est. Cost $120.23 Unrealized -17.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $244 Shares 3,596 Est. Cost $57.99 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $240 Shares 3,809 Est. Cost $61.25 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $238 Shares 4,408 Est. Cost $43.60 Unrealized +13.9%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $238 Shares 1,993 Est. Cost $109.91 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $237 Shares 1,026 Est. Cost $225.16 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $235 Shares 890 Est. Cost $244.89 Unrealized +0.2%
EOG EOG RES INC 0.0%
Value ($000) $235 Shares 1,834 Est. Cost $125.12 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $233 Shares 368 Est. Cost $876.35 Unrealized -21.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $233 Shares 3,899 Est. Cost $64.43 Unrealized -10.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $233 Shares 6,232 Est. Cost $34.59 Unrealized 0.0%
CPAY CORPAY INC 0.0%
Value ($000) $233 Shares 668 Est. Cost $361.31 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $233 Shares 3,875 Est. Cost $72.60 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $230 Shares 11,753 Est. Cost $16.24 Unrealized
IT GARTNER INC 0.0%
Value ($000) $230 Shares 548 Est. Cost $454.96 Unrealized +8.3%
LEN LENNAR CORP 0.0%
Value ($000) $230 Shares 2,001 Est. Cost $108.67 Unrealized +13.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $228 Shares 647 Est. Cost $381.06 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $227 Shares 1,365 Est. Cost $158.33 Unrealized +9.6%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $227 Shares 1,161 Est. Cost $184.28 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $226 Shares 1,347 Est. Cost $136.11 Unrealized +32.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $226 Shares 3,769 Est. Cost $51.03 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value ($000) $225 Shares 5,455 Est. Cost $54.23 Unrealized -13.4%
EWZ ISHARES INC 0.0%
Value ($000) $222 Shares 8,590 Est. Cost $25.85 Unrealized
TRN TRINITY INDS INC 0.0%
Value ($000) $221 Shares 7,859 Est. Cost $27.14 Unrealized +18.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $220 Shares 3,926 Est. Cost $52.73 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $220 Shares 3,108 Est. Cost $51.36 Unrealized +28.5%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $219 Shares 1,267 Est. Cost $177.58 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $219 Shares 1,690 Est. Cost $89.95 Unrealized +40.9%
NKE NIKE INC 0.0%
Value ($000) $219 Shares 3,450 Est. Cost $100.45 Unrealized -28.3%
EXC EXELON CORP 0.0%
Value ($000) $219 Shares 4,748 Est. Cost $40.50 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $218 Shares 2,079 Est. Cost $163.04 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $218 Shares 3,123 Est. Cost $59.06 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $217 Shares 1,752 Est. Cost $112.93 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $217 Shares 1,354 Est. Cost $157.12 Unrealized 0.0%
JD JD.COM INC 0.0%
Value ($000) $216 Shares 5,265 Est. Cost $41.12 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $215 Shares 2,237 Est. Cost $83.66 Unrealized +10.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $214 Shares 942 Est. Cost $244.65 Unrealized +1.6%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $214 Shares 3,443 Est. Cost $60.21 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $213 Shares 953 Est. Cost $274.80 Unrealized 0.0%
ANSYS INC 0.0%
Value ($000) $213 Shares 672 Est. Cost $316.56 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $212 Shares 645 Est. Cost $302.06 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $211 Shares 1,120 Est. Cost $249.53 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $210 Shares 1,585 Est. Cost $132.23 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $208 Shares 1,969 Est. Cost $104.74 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $207 Shares 977 Est. Cost $231.49 Unrealized +14.0%
SYNOVUS FINL CORP 0.0%
Value ($000) $207 Shares 4,431 Est. Cost $51.23 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $207 Shares 1,596 Est. Cost $129.71 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $207 Shares 1,127 Est. Cost $177.78 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $206 Shares 1,558 Est. Cost $129.37 Unrealized 0.0%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $206 Shares 6,296 Est. Cost $32.64 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $204 Shares 14,967 Est. Cost $4.23 Unrealized
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $203 Shares 3,093 Est. Cost $65.72 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $201 Shares 4,863 Est. Cost $41.39 Unrealized
TRIN TRINITY CAP INC 0.0%
Value ($000) $188 Shares 12,426 Est. Cost $10.31 Unrealized +28.8%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $183 Shares 27,365 Est. Cost $3.55 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $177 Shares 24,894 Est. Cost $4.05 Unrealized +119.1%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $160 Shares 29,119 Est. Cost $2.73 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $160 Shares 15,581 Est. Cost $8.64 Unrealized
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $158 Shares 12,043 Est. Cost $13.12 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $152 Shares 10,095 Est. Cost $15.53 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $145 Shares 14,437 Est. Cost $10.59 Unrealized -12.7%
HANESBRANDS INC 0.0%
Value ($000) $105 Shares 18,211 Est. Cost $6.12 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $104 Shares 11,302 Est. Cost $5.02 Unrealized +85.3%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $103 Shares 27,029 Est. Cost $2.75 Unrealized
SER SERINA THERAPEUTICS INC 0.0%
Value ($000) $101 Shares 17,774 Est. Cost $7.94 Unrealized -40.4%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $87 Shares 11,389 Est. Cost $2.99 Unrealized +124.5%
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value ($000) $80 Shares 10,519 Est. Cost $7.44 Unrealized 0.0%
NOK NOKIA CORP 0.0%
Value ($000) $73 Shares 13,822 Est. Cost $4.12 Unrealized
ICL ICL GROUP LTD 0.0%
Value ($000) $68 Shares 12,019 Est. Cost $4.71 Unrealized +25.0%
WIT WIPRO LTD 0.0%
Value ($000) $59 Shares 19,424 Est. Cost $3.44 Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $58 Shares 20,335 Est. Cost $27.76 Unrealized -88.2%
GNLX GENELUX CORPORATION 0.0%
Value ($000) $55 Shares 20,498 Est. Cost $3.75 Unrealized 0.0%
NKTX NKARTA INC 0.0%
Value ($000) $49 Shares 26,403 Est. Cost $2.05 Unrealized 0.0%
HYMC HYCROFT MINING HOLDING CORP 0.0%
Value ($000) $39 Shares 12,050 Est. Cost $2.40 Unrealized +6.9%
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value ($000) $20 Shares 13,096 Est. Cost $2.23 Unrealized 0.0%