WEST PACES ADVISORS INC. Diversified Active

CIK: 0002004720 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Dec 19, 2023

Total Value ($000): $320,618 (100.0% shares, 0.0% debt)

Holdings (575)

TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 11.8%
Value ($000) $37,785 Shares 1,458,304 Est. Cost $25.50 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 11.5%
Value ($000) $36,818 Shares 137,207 Est. Cost $203.57 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 10.4%
Value ($000) $33,362 Shares 309,255 Est. Cost $77.00 Unrealized
VOO VANGUARD S&P 500 ETF 5.7%
Value ($000) $18,407 Shares 44,336 Est. Cost $306.86 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.3%
Value ($000) $16,838 Shares 242,234 Est. Cost $60.09 Unrealized
KO COCA COLA CO COM 4.0%
Value ($000) $12,740 Shares 205,480 Est. Cost $48.47 Unrealized +11.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 3.9%
Value ($000) $12,637 Shares 117,582 Est. Cost $105.40 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.2%
Value ($000) $10,127 Shares 22,423 Est. Cost $255.50 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $6,369 Shares 36,478 Est. Cost $88.49 Unrealized +86.3%
ACWI ISHARES MSCI ACWI ETF 1.9%
Value ($000) $6,139 Shares 61,527 Est. Cost $70.45 Unrealized
HD HOME DEPOT INC COM 1.4%
Value ($000) $4,529 Shares 15,129 Est. Cost $129.97 Unrealized +141.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.4%
Value ($000) $4,473 Shares 19,647 Est. Cost $123.35 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $4,351 Shares 14,112 Est. Cost $107.92 Unrealized +170.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.3%
Value ($000) $4,181 Shares 83,163 Est. Cost $50.53 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.0%
Value ($000) $3,358 Shares 120,930 Est. Cost $29.15 Unrealized
TIP ISHARES TIPS BOND ETF 1.0%
Value ($000) $3,160 Shares 25,365 Est. Cost $125.84 Unrealized
REG REGENCY CTRS CORP COM 1.0%
Value ($000) $3,050 Shares 42,747 Est. Cost $52.37 Unrealized +13.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.9%
Value ($000) $2,945 Shares 6,005 Est. Cost $304.43 Unrealized
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $2,409 Shares 17,670 Est. Cost $68.74 Unrealized +94.4%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.7%
Value ($000) $2,229 Shares 23,486 Est. Cost $69.40 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $2,119 Shares 4,670 Est. Cost $250.32 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $1,874 Shares 671 Est. Cost $50.09 Unrealized +169.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $1,839 Shares 6,624 Est. Cost $163.24 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.6%
Value ($000) $1,830 Shares 34,279 Est. Cost $57.64 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,716 Shares 20,910 Est. Cost $61.46 Unrealized +13.6%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,712 Shares 11,203 Est. Cost $101.55 Unrealized +40.0%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,675 Shares 10,289 Est. Cost $79.67 Unrealized +54.1%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $1,670 Shares 19,714 Est. Cost $56.54 Unrealized +27.5%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $1,553 Shares 8,462 Est. Cost $61.20 Unrealized +157.0%
AVGO BROADCOM INC COM 0.5%
Value ($000) $1,523 Shares 2,418 Est. Cost $24.23 Unrealized +127.3%
ABBV ABBVIE INC COM 0.5%
Value ($000) $1,516 Shares 9,354 Est. Cost $70.41 Unrealized +79.5%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,513 Shares 9,041 Est. Cost $89.85 Unrealized +65.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value ($000) $1,425 Shares 30,094 Est. Cost $51.05 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,382 Shares 424 Est. Cost $89.31 Unrealized +73.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $1,315 Shares 16,845 Est. Cost $70.11 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.4%
Value ($000) $1,314 Shares 34,601 Est. Cost $37.09 Unrealized
VTIP VANGUARD ST INFLATION PROTECTED ETF 0.4%
Value ($000) $1,306 Shares 25,500 Est. Cost $48.98 Unrealized
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,305 Shares 14,343 Est. Cost $49.49 Unrealized +73.6%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,303 Shares 23,373 Est. Cost $25.91 Unrealized +94.0%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,291 Shares 4,507 Est. Cost $126.38 Unrealized +96.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $1,264 Shares 10,453 Est. Cost $127.30 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.4%
Value ($000) $1,250 Shares 34,052 Est. Cost $26.07 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,178 Shares 4,764 Est. Cost $132.02 Unrealized +72.5%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,158 Shares 20,417 Est. Cost $33.03 Unrealized +53.3%
CCI CROWN CASTLE INTL CORP 0.4%
Value ($000) $1,141 Shares 6,180 Est. Cost $70.68 Unrealized +106.2%
DIS WALT DISNEY CO 0.3%
Value ($000) $1,063 Shares 7,747 Est. Cost $110.63 Unrealized +27.7%
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $1,053 Shares 6,180 Est. Cost $70.03 Unrealized +112.3%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $1,009 Shares 5,473 Est. Cost $111.45 Unrealized +56.2%
BLACKROCK INC COM 0.3%
Value ($000) $1,006 Shares 1,317 Est. Cost $417.50 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $998 Shares 15,894 Est. Cost $42.79 Unrealized +37.1%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $985 Shares 354 Est. Cost $65.64 Unrealized +105.4%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $961 Shares 3,847 Est. Cost $127.99 Unrealized +81.2%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $942 Shares 22,843 Est. Cost $24.78 Unrealized +64.7%
PAYX PAYCHEX INC COM 0.3%
Value ($000) $922 Shares 6,755 Est. Cost $44.51 Unrealized +146.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $916 Shares 4,026 Est. Cost $112.46 Unrealized +75.1%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $880 Shares 5,758 Est. Cost $114.88 Unrealized +33.7%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $856 Shares 1,678 Est. Cost $244.76 Unrealized +84.3%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $849 Shares 3,957 Est. Cost $154.71 Unrealized +14.5%
PLD PROLOGIS INC. COM 0.3%
Value ($000) $847 Shares 5,245 Est. Cost $76.93 Unrealized +76.1%
ABT ABBOTT LABS COM 0.3%
Value ($000) $837 Shares 7,073 Est. Cost $36.61 Unrealized +215.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.3%
Value ($000) $810 Shares 6,639 Est. Cost $129.24 Unrealized
SRE SEMPRA COM 0.3%
Value ($000) $805 Shares 4,788 Est. Cost $42.83 Unrealized +48.1%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $798 Shares 1,808 Est. Cost $207.62 Unrealized +75.8%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $795 Shares 1,380 Est. Cost $263.45 Unrealized +90.1%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $780 Shares 7,029 Est. Cost $67.24 Unrealized +39.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $778 Shares 4,686 Est. Cost $101.72 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $735 Shares 2,940 Est. Cost $157.31 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $713 Shares 2,840 Est. Cost $176.00 Unrealized +22.1%
SOUTHSTATE CORPORATION COM 0.2%
Value ($000) $705 Shares 8,640 Est. Cost $81.59 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $683 Shares 3,855 Est. Cost $95.40 Unrealized +59.1%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $659 Shares 2,247 Est. Cost $66.37 Unrealized +270.3%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $652 Shares 13,915 Est. Cost $30.74 Unrealized +39.4%
NKE NIKE INC CL B 0.2%
Value ($000) $650 Shares 4,834 Est. Cost $65.97 Unrealized +100.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $617 Shares 3,805 Est. Cost $119.20 Unrealized
O REALTY INCOME CORP COM 0.2%
Value ($000) $606 Shares 8,739 Est. Cost $45.07 Unrealized +22.8%
V VISA INC COM CL A 0.2%
Value ($000) $596 Shares 2,688 Est. Cost $149.13 Unrealized +40.9%
UNP UNION PAC CORP COM 0.2%
Value ($000) $590 Shares 2,160 Est. Cost $166.62 Unrealized +38.4%
NTRS NORTHERN TR CORP COM 0.2%
Value ($000) $589 Shares 5,054 Est. Cost $70.10 Unrealized +49.1%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $573 Shares 2,793 Est. Cost $146.32 Unrealized
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $572 Shares 5,733 Est. Cost $43.15 Unrealized +91.6%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $570 Shares 2,723 Est. Cost $111.08 Unrealized +83.3%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $525 Shares 4,167 Est. Cost $89.83 Unrealized +29.2%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $525 Shares 4,094 Est. Cost $105.16 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $524 Shares 3,456 Est. Cost $99.17 Unrealized +48.6%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $502 Shares 3,922 Est. Cost $113.79 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $497 Shares 9,607 Est. Cost $28.36 Unrealized +49.8%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $485 Shares 2,491 Est. Cost $97.11 Unrealized +75.4%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $460 Shares 8,646 Est. Cost $34.01 Unrealized +40.7%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $455 Shares 12,350 Est. Cost $15.76 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $442 Shares 1,828 Est. Cost $135.35 Unrealized +50.2%
MBB ISHARES MBS ETF 0.1%
Value ($000) $433 Shares 4,250 Est. Cost $101.87 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $428 Shares 2,368 Est. Cost $119.52 Unrealized
META FACEBOOK CL A 0.1%
Value ($000) $410 Shares 1,843 Est. Cost $179.30 Unrealized +38.4%
BBY BEST BUY INC COM 0.1%
Value ($000) $395 Shares 4,341 Est. Cost $89.94 Unrealized -8.6%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $378 Shares 1,440 Est. Cost $135.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $377 Shares 1,069 Est. Cost $230.35 Unrealized +40.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $356 Shares 602 Est. Cost $442.22 Unrealized +28.5%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $351 Shares 1,287 Est. Cost $19.79 Unrealized +26.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $328 Shares 3,062 Est. Cost $110.43 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $325 Shares 3,966 Est. Cost $91.01 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $323 Shares 3,909 Est. Cost $51.54 Unrealized +31.7%
GLW CORNING INC COM 0.1%
Value ($000) $317 Shares 8,588 Est. Cost $33.52 Unrealized +4.2%
WMT WALMART INC COM 0.1%
Value ($000) $296 Shares 1,987 Est. Cost $35.23 Unrealized +26.6%
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $295 Shares 3,200 Est. Cost $64.00 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $291 Shares 5,710 Est. Cost $39.80 Unrealized +4.3%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $283 Shares 4,588 Est. Cost $65.98 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $264 Shares 4,950 Est. Cost $45.18 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $261 Shares 3,026 Est. Cost $66.49 Unrealized +9.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $259 Shares 2,318 Est. Cost $73.05 Unrealized +22.1%
WESTROCK CO COM 0.1%
Value ($000) $258 Shares 5,477 Est. Cost $50.77 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $254 Shares 2,505 Est. Cost $68.45 Unrealized +34.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $252 Shares 3,236 Est. Cost $80.41 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $246 Shares 4,964 Est. Cost $42.36 Unrealized +9.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $243 Shares 3,356 Est. Cost $50.03 Unrealized +17.3%
ADBE ADOBE INC COM 0.1%
Value ($000) $239 Shares 525 Est. Cost $329.01 Unrealized +46.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $239 Shares 9,595 Est. Cost $25.53 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $236 Shares 5,112 Est. Cost $44.02 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $226 Shares 5,005 Est. Cost $48.85 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $225 Shares 209 Est. Cost $121.20 Unrealized +157.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $214 Shares 1,349 Est. Cost $97.27 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $210 Shares 738 Est. Cost $101.47 Unrealized +149.3%
BX BLACKSTONE INC COM 0.1%
Value ($000) $200 Shares 1,574 Est. Cost $115.23 Unrealized -7.0%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $199 Shares 854 Est. Cost $36.56 Unrealized +12.9%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $199 Shares 2,259 Est. Cost $60.86 Unrealized +19.7%
CRM SALESFORCE INC COM 0.1%
Value ($000) $197 Shares 930 Est. Cost $184.09 Unrealized +15.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $197 Shares 2,383 Est. Cost $43.39 Unrealized +77.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $196 Shares 651 Est. Cost $291.76 Unrealized +0.1%
RTX RTX CORPORATION COM 0.1%
Value ($000) $192 Shares 1,943 Est. Cost $68.32 Unrealized +27.0%
CME CME GROUP INC COM 0.1%
Value ($000) $191 Shares 803 Est. Cost $88.46 Unrealized +126.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $191 Shares 2,400 Est. Cost $83.86 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $188 Shares 4,960 Est. Cost $34.15 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $188 Shares 1,421 Est. Cost $56.98 Unrealized +115.1%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $179 Shares 501 Est. Cost $212.87 Unrealized +65.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $177 Shares 2,403 Est. Cost $66.48 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $172 Shares 2,021 Est. Cost $60.12 Unrealized +11.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $167 Shares 250 Est. Cost $125.76 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $159 Shares 1,696 Est. Cost $72.58 Unrealized +14.1%
AON AON PLC SHS CL A 0.0%
Value ($000) $157 Shares 481 Est. Cost $102.73 Unrealized +175.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $156 Shares 1,188 Est. Cost $109.01 Unrealized +24.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $150 Shares 2,100 Est. Cost $52.64 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $150 Shares 1,849 Est. Cost $84.01 Unrealized +20.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $147 Shares 961 Est. Cost $145.28 Unrealized +7.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $140 Shares 2,350 Est. Cost $50.06 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $138 Shares 782 Est. Cost $175.32 Unrealized +2.4%
TGT TARGET CORP COM 0.0%
Value ($000) $136 Shares 641 Est. Cost $122.32 Unrealized +56.4%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $134 Shares 945 Est. Cost $125.43 Unrealized +0.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $134 Shares 810 Est. Cost $57.16 Unrealized +164.6%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $132 Shares 2,212 Est. Cost $56.18 Unrealized -1.8%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $129 Shares 932 Est. Cost $110.31 Unrealized +3.6%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $128 Shares 535 Est. Cost $183.30 Unrealized +19.1%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $128 Shares 234 Est. Cost $269.28 Unrealized +118.0%
HUM HUMANA INC COM 0.0%
Value ($000) $126 Shares 289 Est. Cost $187.79 Unrealized +114.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $119 Shares 414 Est. Cost $166.28 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $119 Shares 1,088 Est. Cost $119.54 Unrealized -0.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $118 Shares 1,500 Est. Cost $80.83 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $115 Shares 585 Est. Cost $76.55 Unrealized +117.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $114 Shares 2,349 Est. Cost $39.45 Unrealized +22.9%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $114 Shares 1,624 Est. Cost $52.15 Unrealized +11.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $112 Shares 704 Est. Cost $95.90 Unrealized +48.6%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $110 Shares 787 Est. Cost $51.13 Unrealized +144.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $110 Shares 1,304 Est. Cost $64.47 Unrealized +29.3%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $109 Shares 1,355 Est. Cost $37.78 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $107 Shares 482 Est. Cost $76.30 Unrealized +160.7%
CERNER CORP COM 0.0%
Value ($000) $107 Shares 1,140 Est. Cost $47.37 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $106 Shares 1,064 Est. Cost $40.06 Unrealized +98.8%
LIN LINDE PLC SHS 0.0%
Value ($000) $106 Shares 333 Est. Cost $149.27 Unrealized +96.3%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $105 Shares 970 Est. Cost $113.52 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $105 Shares 3,146 Est. Cost $21.01 Unrealized +21.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $105 Shares 650 Est. Cost $124.35 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $105 Shares 907 Est. Cost $124.05 Unrealized +7.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $104 Shares 390 Est. Cost $109.84 Unrealized +126.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $104 Shares 1,370 Est. Cost $44.14 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $104 Shares 1,189 Est. Cost $38.65 Unrealized +118.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $103 Shares 870 Est. Cost $78.72 Unrealized +19.6%
RES RPC INC COM 0.0%
Value ($000) $101 Shares 9,500 Est. Cost $10.31 Unrealized -29.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $101 Shares 1,824 Est. Cost $54.26 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $101 Shares 3,900 Est. Cost $21.64 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $100 Shares 244 Est. Cost $122.90 Unrealized +220.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $100 Shares 1,850 Est. Cost $74.44 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $97 Shares 1,199 Est. Cost $63.14 Unrealized +8.0%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $94 Shares 2,630 Est. Cost $34.48 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $94 Shares 1,224 Est. Cost $37.73 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $91 Shares 356 Est. Cost $214.42 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $87 Shares 1,958 Est. Cost $41.59 Unrealized +4.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $85 Shares 253 Est. Cost $103.84 Unrealized +206.8%
TILT FLEXSHARES US MARKET TILT ETF 0.0%
Value ($000) $85 Shares 486 Est. Cost $96.14 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $84 Shares 1,464 Est. Cost $58.36 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $84 Shares 5,000 Est. Cost $18.22 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $83 Shares 911 Est. Cost $105.96 Unrealized -44.8%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $83 Shares 1,822 Est. Cost $42.42 Unrealized +2.1%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $82 Shares 1,237 Est. Cost $29.62 Unrealized +22.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $82 Shares 437 Est. Cost $83.87 Unrealized +104.8%
ISLEWORTH HEALTHCARE ACQU CORP COM 0.0%
Value ($000) $81 Shares 8,196 Est. Cost $9.80 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $80 Shares 1,693 Est. Cost $45.29 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $76 Shares 460 Est. Cost $60.77 Unrealized +140.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $77.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $75 Shares 1,032 Est. Cost $46.64 Unrealized +21.9%
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $75 Shares 3,000 Est. Cost $18.06 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $74 Shares 365 Est. Cost $84.08 Unrealized +153.8%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $72 Shares 700 Est. Cost $105.81 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $71 Shares 335 Est. Cost $220.25 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $71 Shares 189 Est. Cost $12.99 Unrealized +220.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $70 Shares 954 Est. Cost $31.43 Unrealized -4.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $70 Shares 445 Est. Cost $141.66 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $70 Shares 190 Est. Cost $153.41 Unrealized +134.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $69 Shares 1,800 Est. Cost $20.82 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $68 Shares 1,025 Est. Cost $27.66 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $65 Shares 247 Est. Cost $282.04 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $64 Shares 1,900 Est. Cost $32.00 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $63 Shares 31 Est. Cost $769.59 Unrealized +153.9%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $60 Shares 123 Est. Cost $153.41 Unrealized +182.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $60 Shares 990 Est. Cost $31.86 Unrealized +52.6%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $60 Shares 400 Est. Cost $150.33 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $59 Shares 310 Est. Cost $80.87 Unrealized +138.7%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $57 Shares 436 Est. Cost $89.32 Unrealized +48.8%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $56 Shares 296 Est. Cost $105.85 Unrealized +79.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $56 Shares 304 Est. Cost $126.30 Unrealized +25.7%
CSX CSX CORP COM 0.0%
Value ($000) $52 Shares 1,398 Est. Cost $24.88 Unrealized +34.6%
T AT&T INC COM 0.0%
Value ($000) $52 Shares 2,208 Est. Cost $15.84 Unrealized -5.9%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $52 Shares 976 Est. Cost $48.34 Unrealized +10.7%
SEAGEN INC COM 0.0%
Value ($000) $52 Shares 360 Est. Cost $58.84 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $52 Shares 521 Est. Cost $84.25 Unrealized +12.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $51 Shares 115 Est. Cost $218.45 Unrealized +77.5%
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $50 Shares 1,450 Est. Cost $36.25 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $49 Shares 1,073 Est. Cost $25.37 Unrealized +31.2%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $43.89 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $49 Shares 218 Est. Cost $86.60 Unrealized +125.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $49 Shares 78 Est. Cost $73.57 Unrealized +21.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $49 Shares 564 Est. Cost $95.07 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $48 Shares 100 Est. Cost $104.73 Unrealized +376.9%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $48 Shares 300 Est. Cost $84.21 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $47 Shares 1,917 Est. Cost $44.44 Unrealized -38.6%
DE DEERE & CO COM 0.0%
Value ($000) $47 Shares 113 Est. Cost $90.83 Unrealized +299.6%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $46 Shares 722 Est. Cost $47.96 Unrealized +39.5%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $45 Shares 169 Est. Cost $203.26 Unrealized +18.6%
U S XPRESS ENTERPRISES INC COM CL A 0.0%
Value ($000) $45 Shares 11,475 Est. Cost $3.88 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $44 Shares 192 Est. Cost $184.12 Unrealized +17.3%
BA BOEING CO COM 0.0%
Value ($000) $44 Shares 228 Est. Cost $151.29 Unrealized +32.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $43 Shares 142 Est. Cost $113.00 Unrealized +152.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $43 Shares 814 Est. Cost $33.73 Unrealized +10.1%
EXC EXELON CORP COM 0.0%
Value ($000) $42 Shares 892 Est. Cost $28.05 Unrealized +31.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $42 Shares 882 Est. Cost $47.80 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $42 Shares 128 Est. Cost $211.30 Unrealized +51.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $42 Shares 694 Est. Cost $43.77 Unrealized +44.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $42 Shares 125 Est. Cost $298.71 Unrealized +4.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $41 Shares 1,034 Est. Cost $39.83 Unrealized -4.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $41 Shares 417 Est. Cost $79.39 Unrealized +10.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $61.00 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $40 Shares 305 Est. Cost $110.40 Unrealized 0.0%
USD PROSHARES ULTRA SEMICONDUCTORS 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $34.21 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $39 Shares 949 Est. Cost $27.20 Unrealized +73.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $39 Shares 753 Est. Cost $54.71 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $38 Shares 217 Est. Cost $178.09 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $36 Shares 717 Est. Cost $38.21 Unrealized +32.8%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $35 Shares 5,000 Est. Cost $9.82 Unrealized
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $35 Shares 455 Est. Cost $55.34 Unrealized +58.1%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $34 Shares 990 Est. Cost $41.04 Unrealized -6.9%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $34 Shares 679 Est. Cost $51.68 Unrealized +3.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $34 Shares 593 Est. Cost $33.41 Unrealized +46.6%
NOMD NOMAD FOODS LTD USD ORD SHS 0.0%
Value ($000) $34 Shares 1,490 Est. Cost $24.30 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $34 Shares 527 Est. Cost $41.99 Unrealized +14.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $34 Shares 258 Est. Cost $108.73 Unrealized +3.1%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $33 Shares 191 Est. Cost $154.23 Unrealized +12.4%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $33 Shares 469 Est. Cost $49.17 Unrealized +16.9%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $31 Shares 375 Est. Cost $80.96 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $31 Shares 13 Est. Cost $1638.40 Unrealized +40.3%
BALL BALL CORP COM 0.0%
Value ($000) $30 Shares 338 Est. Cost $68.98 Unrealized +25.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $29 Shares 116 Est. Cost $204.45 Unrealized +30.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $29 Shares 290 Est. Cost $48.30 Unrealized +64.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $28 Shares 339 Est. Cost $70.73 Unrealized +3.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $28 Shares 600 Est. Cost $42.90 Unrealized -9.9%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $28 Shares 157 Est. Cost $90.29 Unrealized +77.6%
NOV NOV INC COM 0.0%
Value ($000) $27 Shares 1,396 Est. Cost $28.96 Unrealized -39.5%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $192.87 Unrealized -30.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $27 Shares 100 Est. Cost $117.07 Unrealized +141.1%
EBAY EBAY INC. COM 0.0%
Value ($000) $27 Shares 473 Est. Cost $36.54 Unrealized +47.9%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $27 Shares 110 Est. Cost $224.06 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $27 Shares 298 Est. Cost $57.08 Unrealized +44.5%
EOG EOG RES INC COM 0.0%
Value ($000) $27 Shares 223 Est. Cost $81.55 Unrealized +14.6%
PIONEER NAT RES CO COM 0.0%
Value ($000) $26 Shares 105 Est. Cost $216.72 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $26 Shares 527 Est. Cost $28.83 Unrealized +45.1%
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $25 Shares 1,925 Est. Cost $13.23 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $25 Shares 75 Est. Cost $92.69 Unrealized +250.9%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $25 Shares 1,920 Est. Cost $15.00 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $25 Shares 104 Est. Cost $106.21 Unrealized +108.8%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $25 Shares 1,915 Est. Cost $13.13 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $25 Shares 1,875 Est. Cost $13.36 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $25 Shares 605 Est. Cost $43.26 Unrealized -28.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $25 Shares 203 Est. Cost $85.46 Unrealized +33.4%
FDX FEDEX CORP COM 0.0%
Value ($000) $25 Shares 108 Est. Cost $161.51 Unrealized +33.8%
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $25 Shares 236 Est. Cost $95.01 Unrealized
BLACKROCK MUNIHOLDINGS INV QTY 0.0%
Value ($000) $25 Shares 2,025 Est. Cost $12.26 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $25 Shares 328 Est. Cost $24.01 Unrealized +55.4%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $25 Shares 365 Est. Cost $83.94 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $25 Shares 317 Est. Cost $18.33 Unrealized +355.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $25 Shares 87 Est. Cost $137.19 Unrealized +108.7%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $25 Shares 242 Est. Cost $50.79 Unrealized +51.5%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $54.26 Unrealized
NUVEEN GEORGIA QLTY MUN INC FD COM 0.0%
Value ($000) $24 Shares 2,046 Est. Cost $13.01 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $24 Shares 44 Est. Cost $257.01 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $23 Shares 94 Est. Cost $134.10 Unrealized +52.7%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $23 Shares 399 Est. Cost $51.76 Unrealized -5.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $23 Shares 33 Est. Cost $18.39 Unrealized +142.9%
HPQ HP INC COM 0.0%
Value ($000) $22 Shares 618 Est. Cost $16.62 Unrealized +92.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $22 Shares 101 Est. Cost $73.63 Unrealized +212.8%
EFX EQUIFAX INC COM 0.0%
Value ($000) $21 Shares 90 Est. Cost $135.60 Unrealized +68.9%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $21 Shares 161 Est. Cost $51.29 Unrealized +135.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $21 Shares 248 Est. Cost $43.52 Unrealized +60.1%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $21 Shares 208 Est. Cost $75.46 Unrealized +18.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 156 Est. Cost $67.49 Unrealized +98.5%
CADE CADENCE BANK COM 0.0%
Value ($000) $20 Shares 700 Est. Cost $26.11 Unrealized +4.0%
MET METLIFE INC COM 0.0%
Value ($000) $20 Shares 290 Est. Cost $36.04 Unrealized +66.8%
MMM 3M CO COM 0.0%
Value ($000) $20 Shares 136 Est. Cost $109.40 Unrealized +4.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $20 Shares 182 Est. Cost $72.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $20 Shares 1,456 Est. Cost $19.98 Unrealized -33.2%
NEENAH INC COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $80.25 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $19 Shares 80 Est. Cost $188.94 Unrealized +32.6%
MCK MCKESSON CORP COM 0.0%
Value ($000) $19 Shares 63 Est. Cost $138.10 Unrealized +93.0%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $19 Shares 49 Est. Cost $163.48 Unrealized +84.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $19 Shares 68 Est. Cost $107.77 Unrealized +148.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $19 Shares 160 Est. Cost $117.63 Unrealized -2.8%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $18 Shares 139 Est. Cost $108.60 Unrealized +11.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $18 Shares 1,065 Est. Cost $5.88 Unrealized +147.4%
SMITH MICRO SOFTWARE INC COM NEW 0.0%
Value ($000) $18 Shares 4,685 Est. Cost $5.18 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $17 Shares 133 Est. Cost $113.91 Unrealized +0.5%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $17 Shares 784 Est. Cost $10.42 Unrealized +90.9%
VFC V F CORP COM 0.0%
Value ($000) $17 Shares 301 Est. Cost $64.43 Unrealized -3.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $17 Shares 152 Est. Cost $100.97 Unrealized 0.0%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $17 Shares 590 Est. Cost $28.72 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $17 Shares 296 Est. Cost $47.25 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $16 Shares 171 Est. Cost $52.05 Unrealized +45.2%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $16 Shares 322 Est. Cost $151.85 Unrealized -63.5%
CTAS CINTAS CORP COM 0.0%
Value ($000) $16 Shares 37 Est. Cost $103.20 Unrealized -9.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $16 Shares 120 Est. Cost $89.52 Unrealized +49.5%
AFL AFLAC INC COM 0.0%
Value ($000) $16 Shares 244 Est. Cost $46.03 Unrealized +24.5%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $16 Shares 38 Est. Cost $334.50 Unrealized +15.9%
JOHN HANCOCK PREMIUM DIVIDEND FUND 0.0%
Value ($000) $16 Shares 950 Est. Cost $16.66 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $16 Shares 320 Est. Cost $27.17 Unrealized +75.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $16 Shares 190 Est. Cost $62.10 Unrealized +17.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $15 Shares 360 Est. Cost $17.29 Unrealized +130.6%
COR CENCORA INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $60.30 Unrealized +125.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $15 Shares 70 Est. Cost $286.57 Unrealized -24.1%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $15 Shares 290 Est. Cost $96.47 Unrealized -36.9%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $15 Shares 159 Est. Cost $28.95 Unrealized +236.6%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $14 Shares 197 Est. Cost $45.05 Unrealized +44.7%
VRSN VERISIGN INC COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $87.13 Unrealized +148.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $14 Shares 68 Est. Cost $105.31 Unrealized +86.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $14 Shares 138 Est. Cost $94.86 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $14 Shares 176 Est. Cost $50.44 Unrealized +51.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $65.83 Unrealized +62.3%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $13 Shares 102 Est. Cost $88.68 Unrealized +43.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 27 Est. Cost $357.30 Unrealized +22.9%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $13 Shares 140 Est. Cost $44.04 Unrealized +70.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $13 Shares 187 Est. Cost $34.10 Unrealized +81.7%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $12 Shares 68 Est. Cost $113.75 Unrealized +59.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $12 Shares 183 Est. Cost $44.18 Unrealized +33.0%
WAT WATERS CORP COM 0.0%
Value ($000) $12 Shares 39 Est. Cost $142.72 Unrealized +128.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $12 Shares 202 Est. Cost $11.37 Unrealized +123.5%
CITRIX SYS INC COM 0.0%
Value ($000) $12 Shares 115 Est. Cost $89.82 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $11 Shares 131 Est. Cost $87.75 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $11 Shares 249 Est. Cost $41.09 Unrealized -0.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $78.13 Unrealized +86.4%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $11 Shares 58 Est. Cost $120.34 Unrealized +54.2%
AIZ ASSURANT INC COM 0.0%
Value ($000) $11 Shares 62 Est. Cost $129.83 Unrealized +18.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $11 Shares 247 Est. Cost $75.53 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $11 Shares 60 Est. Cost $19.05 Unrealized +193.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $11 Shares 305 Est. Cost $26.94 Unrealized +6.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $11 Shares 110 Est. Cost $50.14 Unrealized +56.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $10 Shares 137 Est. Cost $55.45 Unrealized +30.4%
AEE AMEREN CORP COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $38.04 Unrealized +104.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $50.36 Unrealized +95.6%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $10 Shares 114 Est. Cost $52.01 Unrealized +54.6%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $10 Shares 72 Est. Cost $93.58 Unrealized +52.2%
DXCM DEXCOM INC COM 0.0%
Value ($000) $9 Shares 18 Est. Cost $84.05 Unrealized +30.1%
KEY KEYCORP COM 0.0%
Value ($000) $9 Shares 410 Est. Cost $10.71 Unrealized +89.6%
PCAR PACCAR INC COM 0.0%
Value ($000) $9 Shares 103 Est. Cost $37.66 Unrealized +39.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $9 Shares 120 Est. Cost $50.21 Unrealized +37.3%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 66 Est. Cost $156.39 Unrealized
IMMUNOPRECISE ANTIBODIES LTD COM NEW 0.0%
Value ($000) $9 Shares 1,665 Est. Cost $6.02 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $59.58 Unrealized +88.3%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $8 Shares 6 Est. Cost $1482.00 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $112.12 Unrealized +15.2%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $8 Shares 391 Est. Cost $33.83 Unrealized -40.2%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $8 Shares 216 Est. Cost $30.15 Unrealized 0.0%
INCY INCYTE CORP COM 0.0%
Value ($000) $7 Shares 94 Est. Cost $72.74 Unrealized 0.0%
REDBALL ACQUISITION CORP COM CL A 0.0%
Value ($000) $7 Shares 750 Est. Cost $9.93 Unrealized
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $7 Shares 300 Est. Cost $40.09 Unrealized -34.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 28 Est. Cost $120.36 Unrealized +97.2%
KMX CARMAX INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $56.11 Unrealized +91.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 Shares 107 Est. Cost $55.52 Unrealized +14.6%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $7 Shares 340 Est. Cost $35.15 Unrealized -39.6%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $48.43 Unrealized +8.6%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $352.34 Unrealized +20.0%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $251.36 Unrealized +12.4%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $216.70 Unrealized +12.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $176.46 Unrealized -6.6%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 51 Est. Cost $120.06 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $142.54 Unrealized +35.3%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $84.74 Unrealized -5.1%
POOL POOL CORP COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $412.46 Unrealized +7.6%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $6 Shares 256 Est. Cost $23.48 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $73.78 Unrealized +51.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $6 Shares 77 Est. Cost $39.56 Unrealized +52.6%
FISV FISERV INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $63.42 Unrealized +59.6%
KAI KADANT INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $176.93 Unrealized +13.4%
VVV VALVOLINE INC COM 0.0%
Value ($000) $5 Shares 167 Est. Cost $31.46 Unrealized +3.8%
TXT TEXTRON INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $48.66 Unrealized +47.8%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $190.18 Unrealized +6.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $5 Shares 348 Est. Cost $12.84 Unrealized +1.8%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $149.41 Unrealized -4.4%
MAT MATTEL INC COM 0.0%
Value ($000) $5 Shares 224 Est. Cost $20.73 Unrealized +10.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 74 Est. Cost $59.00 Unrealized
FN FABRINET SHS 0.0%
Value ($000) $5 Shares 47 Est. Cost $91.75 Unrealized +15.1%
NEM NEWMONT CORP COM 0.0%
Value ($000) $5 Shares 62 Est. Cost $26.88 Unrealized +123.4%
PERFICIENT INC COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $84.87 Unrealized
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.52 Unrealized -5.1%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $85.82 Unrealized +17.9%
NV5 GLOBAL INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $98.36 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $115.07 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $71.03 Unrealized +15.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $4 Shares 32 Est. Cost $117.74 Unrealized +10.9%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $191.61 Unrealized -13.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $547.64 Unrealized -11.5%
LEN LENNAR CORP CL A 0.0%
Value ($000) $4 Shares 52 Est. Cost $93.35 Unrealized -9.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $56.65 Unrealized +7.6%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $68.41 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $109.85 Unrealized +6.0%
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $4 Shares 52 Est. Cost $91.71 Unrealized -9.1%
ROST ROSS STORES INC COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $59.76 Unrealized +52.4%
HLIO HELIOS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $75.63 Unrealized +5.4%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $199.26 Unrealized -4.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $116.96 Unrealized +134.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.68 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $110.93 Unrealized -19.7%
DOV DOVER CORP COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $160.92 Unrealized -3.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $160.82 Unrealized +33.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $293.28 Unrealized +126.6%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $255.44 Unrealized +20.5%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $35.37 Unrealized +11.1%
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $4 Shares 113 Est. Cost $20.64 Unrealized +34.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $27.65 Unrealized +51.7%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $464.10 Unrealized -15.5%
NOVT NOVANTA INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $138.46 Unrealized +2.5%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $4 Shares 15 Est. Cost $164.76 Unrealized +31.8%
CRVL CORVEL CORP COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $41.71 Unrealized +36.2%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $123.37 Unrealized +72.4%
FIVN FIVE9 INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $170.02 Unrealized -31.5%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $3 Shares 725 Est. Cost $8.98 Unrealized -45.6%
DHI D R HORTON INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $45.44 Unrealized +83.4%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $138.47 Unrealized +8.3%
MMI MARCUS & MILLICHAP INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $35.56 Unrealized +25.7%
CNS COHEN & STEERS INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $63.72 Unrealized +14.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $85.13 Unrealized
CBT CABOT CORP COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $52.99 Unrealized +14.9%
NSP INSPERITY INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $80.19 Unrealized +11.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $68.56 Unrealized +82.4%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $3 Shares 145 Est. Cost $24.45 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $175.66 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $45.66 Unrealized +13.9%
FORWARD AIR CORP COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $92.78 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $87.32 Unrealized -26.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 179 Est. Cost $10.23 Unrealized +46.2%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 157 Est. Cost $11.11 Unrealized +27.7%
DIOD DIODES INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $79.73 Unrealized +14.2%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $35.68 Unrealized +12.8%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $3 Shares 25 Est. Cost $168.42 Unrealized -19.2%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $3 Shares 110 Est. Cost $63.56 Unrealized -54.9%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $24.61 Unrealized +188.1%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $33.79 Unrealized +9.0%
SANDERSON FARMS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $188.41 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $3 Shares 70 Est. Cost $39.33 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $193.89 Unrealized +48.5%
BRKR BRUKER CORP COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $69.76 Unrealized -3.3%
HUBG HUB GROUP INC CL A 0.0%
Value ($000) $2 Shares 32 Est. Cost $34.77 Unrealized +14.9%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $128.79 Unrealized +8.8%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $130.23 Unrealized +17.1%
TPCS TECHPRECISION CORP COM NEW 0.0%
Value ($000) $2 Shares 1,400 Est. Cost $7.98 Unrealized -13.1%
MAS MASCO CORP COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $33.53 Unrealized +64.5%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $47.81 Unrealized 0.0%
IDT IDT CORP CL B NEW 0.0%
Value ($000) $2 Shares 65 Est. Cost $47.30 Unrealized -21.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 35 Est. Cost $87.36 Unrealized -28.1%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $2 Shares 26 Est. Cost $80.25 Unrealized +8.2%
APTIV PLC SHS 0.0%
Value ($000) $2 Shares 18 Est. Cost $79.92 Unrealized
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $2 Shares 16 Est. Cost $131.00 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $90.84 Unrealized +48.3%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.42 Unrealized +26.3%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $182.85 Unrealized 0.0%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.40 Unrealized -4.0%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $36.81 Unrealized -1.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $17.13 Unrealized +160.3%
STT STATE STR CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.00 Unrealized 0.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $168.36 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $304.95 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $29.18 Unrealized +43.1%
ATRC ATRICURE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $42.41 Unrealized +52.8%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $180.51 Unrealized +0.6%
VTR VENTAS INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $47.59 Unrealized 0.0%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $2 Shares 55 Est. Cost $21.61 Unrealized +25.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $30.11 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 84 Est. Cost $17.78 Unrealized -4.4%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $43.64 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $44.12 Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.35 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.40 Unrealized +53.7%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $35.00 Unrealized 0.0%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $107.89 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $629.16 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $62.90 Unrealized 0.0%
SLG SL GREEN RLTY CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $81.18 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1443.35 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $129.03 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $30.88 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $89.80 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $129.65 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $159.98 Unrealized 0.0%
VTSI VIRTRA INC COM PAR 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.95 Unrealized -22.2%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.47 Unrealized 0.0%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.66 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $115.55 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $70.18 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $25.94 Unrealized +7.8%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.43 Unrealized -29.9%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $40.89 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 120 Est. Cost $15.07 Unrealized -23.8%
SMARTSHEET INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.50 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $75.10 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 98 Est. Cost $11.05 Unrealized 0.0%
PFLT PENNANTPARK FLOATING RATE CAP COM 0.0%
Value ($000) $1 Shares 76 Est. Cost $8.22 Unrealized +1.8%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $157.13 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $319.43 Unrealized -54.1%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $233.64 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $289.54 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $299.98 Unrealized 0.0%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $1 Shares 12 Est. Cost $28.08 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $202.68 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $459.42 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 7 Est. Cost $115.96 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $249.00 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $148.66 Unrealized 0.0%
SHARECARE INC COM CL A 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.47 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.12 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $328.71 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.12 Unrealized 0.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $65.39 Unrealized -30.5%
IRIX IRIDEX CORP COM 0.0%
Value ($000) $1 Shares 135 Est. Cost $7.60 Unrealized -35.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.23 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $99.95 Unrealized 0.0%
CERIDIAN HCM HLDG INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $74.11 Unrealized 0.0%
PTC PTC INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $112.41 Unrealized 0.0%
SLM SLM CORP COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.91 Unrealized 0.0%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $219.20 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $143.43 Unrealized 0.0%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.34 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $449.60 Unrealized 0.0%
CMRC BIGCOMMERCE HLDGS INC COM SER 1 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.83 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $406.36 Unrealized 0.0%
OLO INC CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost $13.27 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $13.82 Unrealized -30.5%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $0 Shares 14 Est. Cost $36.80 Unrealized -27.2%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.94 Unrealized 0.0%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $391.73 Unrealized -18.3%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $17.93 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $344.01 Unrealized 0.0%
EMQQ EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $63.60 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.23 Unrealized +116.0%
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.23 Unrealized -31.6%
AOS SMITH A O CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $67.80 Unrealized 0.0%
PLBY PLBY GROUP INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $30.21 Unrealized -44.3%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $132.13 Unrealized -60.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.59 Unrealized -30.3%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.27 Unrealized
KOD KODIAK SCIENCES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $97.07 Unrealized -59.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.38 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.00 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.70 Unrealized +39.5%