WEST PACES ADVISORS INC. Diversified Active

CIK: 0002004720 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 30, 2024

Total Value ($000): $355,875 (100.0% shares, 0.0% debt)

Holdings (608)

IJH ISHARES CORE S&P MID-CAP ETF 12.4%
Value ($000) $44,293 Shares 159,816 Est. Cost $208.42 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 11.2%
Value ($000) $39,725 Shares 366,973 Est. Cost $79.87 Unrealized
TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 7.6%
Value ($000) $27,157 Shares 1,149,755 Est. Cost $25.39 Unrealized
VOO VANGUARD S&P 500 ETF 7.0%
Value ($000) $24,788 Shares 56,750 Est. Cost $319.39 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 6.3%
Value ($000) $22,349 Shares 396,332 Est. Cost $54.99 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 5.7%
Value ($000) $20,448 Shares 212,142 Est. Cost $101.21 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.3%
Value ($000) $18,752 Shares 266,552 Est. Cost $59.88 Unrealized
KO COCA COLA CO COM 3.1%
Value ($000) $11,110 Shares 188,528 Est. Cost $48.61 Unrealized +9.6%
SPY SPDR S&P 500 ETF TRUST 2.7%
Value ($000) $9,652 Shares 20,308 Est. Cost $273.07 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 2.0%
Value ($000) $7,163 Shares 205,313 Est. Cost $32.17 Unrealized
ACWI ISHARES MSCI ACWI ETF 1.8%
Value ($000) $6,547 Shares 64,327 Est. Cost $71.08 Unrealized
AAPL APPLE INC COM 1.4%
Value ($000) $4,821 Shares 25,043 Est. Cost $90.34 Unrealized +102.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.3%
Value ($000) $4,716 Shares 19,879 Est. Cost $131.08 Unrealized
HD HOME DEPOT INC COM 1.3%
Value ($000) $4,690 Shares 13,534 Est. Cost $134.30 Unrealized +118.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.1%
Value ($000) $4,078 Shares 81,190 Est. Cost $50.44 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $3,477 Shares 9,247 Est. Cost $112.67 Unrealized +211.0%
VTIP VANGUARD ST INFLATION PROTECTED ETF 0.9%
Value ($000) $3,229 Shares 67,988 Est. Cost $47.56 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.8%
Value ($000) $2,848 Shares 34,712 Est. Cost $81.29 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $2,687 Shares 5,625 Est. Cost $282.09 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.7%
Value ($000) $2,611 Shares 105,309 Est. Cost $24.63 Unrealized
REG REGENCY CTRS CORP COM 0.7%
Value ($000) $2,514 Shares 37,526 Est. Cost $52.37 Unrealized +8.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.7%
Value ($000) $2,315 Shares 4,562 Est. Cost $304.43 Unrealized
MRK MERCK & CO INC COM 0.6%
Value ($000) $2,214 Shares 20,311 Est. Cost $62.43 Unrealized +55.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.6%
Value ($000) $2,120 Shares 38,086 Est. Cost $50.75 Unrealized
AVGO BROADCOM INC COM 0.6%
Value ($000) $2,102 Shares 1,883 Est. Cost $25.47 Unrealized +262.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,951 Shares 20,493 Est. Cost $69.56 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.5%
Value ($000) $1,777 Shares 48,085 Est. Cost $27.86 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,725 Shares 11,568 Est. Cost $88.91 Unrealized +55.0%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,710 Shares 11,666 Est. Cost $104.10 Unrealized +35.1%
LLY ELI LILLY & CO COM 0.5%
Value ($000) $1,678 Shares 2,879 Est. Cost $126.38 Unrealized +355.0%
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,573 Shares 10,153 Est. Cost $75.96 Unrealized +78.7%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,556 Shares 11,043 Est. Cost $107.72 Unrealized +25.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value ($000) $1,493 Shares 31,604 Est. Cost $44.77 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,488 Shares 8,749 Est. Cost $68.74 Unrealized +110.8%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,438 Shares 4,851 Est. Cost $139.86 Unrealized +85.0%
PEP PEPSICO INC COM 0.4%
Value ($000) $1,428 Shares 8,410 Est. Cost $94.44 Unrealized +62.8%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,326 Shares 8,727 Est. Cost $123.85 Unrealized +13.2%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,316 Shares 13,705 Est. Cost $51.89 Unrealized +77.7%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $1,216 Shares 16,787 Est. Cost $45.02 Unrealized +42.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.3%
Value ($000) $1,186 Shares 15,262 Est. Cost $70.11 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,106 Shares 6,487 Est. Cost $61.20 Unrealized +137.7%
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $1,072 Shares 5,657 Est. Cost $70.03 Unrealized +167.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.3%
Value ($000) $1,048 Shares 8,949 Est. Cost $118.84 Unrealized
ETN EATON CORP PLC SHS 0.3%
Value ($000) $1,026 Shares 4,262 Est. Cost $111.99 Unrealized +92.5%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $1,006 Shares 6,499 Est. Cost $120.61 Unrealized -0.6%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $966 Shares 15,897 Est. Cost $56.54 Unrealized -5.5%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $962 Shares 3,515 Est. Cost $138.22 Unrealized +87.5%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $960 Shares 6,870 Est. Cost $108.16 Unrealized +23.3%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $900 Shares 17,817 Est. Cost $27.26 Unrealized +76.0%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $868 Shares 1,649 Est. Cost $263.63 Unrealized +94.0%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $848 Shares 1,872 Est. Cost $224.77 Unrealized +85.7%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $848 Shares 6,359 Est. Cost $84.40 Unrealized +25.1%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $833 Shares 1,263 Est. Cost $291.88 Unrealized +96.5%
V VISA INC COM CL A 0.2%
Value ($000) $776 Shares 2,981 Est. Cost $162.78 Unrealized +49.1%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $771 Shares 2,940 Est. Cost $157.31 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $753 Shares 3,951 Est. Cost $163.48 Unrealized +1.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $752 Shares 3,230 Est. Cost $114.09 Unrealized +94.6%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $745 Shares 22,135 Est. Cost $25.21 Unrealized +9.5%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $742 Shares 17,140 Est. Cost $34.14 Unrealized -3.0%
SRE SEMPRA COM 0.2%
Value ($000) $734 Shares 9,824 Est. Cost $55.08 Unrealized +21.2%
DIS WALT DISNEY CO 0.2%
Value ($000) $658 Shares 7,287 Est. Cost $109.81 Unrealized -21.5%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $629 Shares 6,288 Est. Cost $70.82 Unrealized +37.8%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $626 Shares 4,326 Est. Cost $114.22 Unrealized +3.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $609 Shares 2,010 Est. Cost $163.24 Unrealized
SOUTHSTATE CORPORATION COM 0.2%
Value ($000) $608 Shares 7,200 Est. Cost $81.59 Unrealized
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $589 Shares 16,897 Est. Cost $27.76 Unrealized +15.9%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $578 Shares 4,343 Est. Cost $80.06 Unrealized +38.7%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $571 Shares 3,642 Est. Cost $98.43 Unrealized +45.9%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $566 Shares 2,162 Est. Cost $114.29 Unrealized +98.9%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $536 Shares 3,409 Est. Cost $154.87 Unrealized -13.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $524 Shares 1,819 Est. Cost $172.01 Unrealized +48.3%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $505 Shares 4,236 Est. Cost $44.51 Unrealized +149.5%
O REALTY INCOME CORP COM 0.1%
Value ($000) $498 Shares 8,679 Est. Cost $47.50 Unrealized -2.1%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $493 Shares 14,796 Est. Cost $33.10 Unrealized -11.7%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $473 Shares 955 Est. Cost $21.00 Unrealized +120.5%
META FACEBOOK CL A 0.1%
Value ($000) $473 Shares 1,335 Est. Cost $180.85 Unrealized +78.8%
NKE NIKE INC CL B 0.1%
Value ($000) $472 Shares 4,345 Est. Cost $65.97 Unrealized +56.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $463 Shares 1,886 Est. Cost $169.47 Unrealized +23.5%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $459 Shares 1,984 Est. Cost $66.37 Unrealized +216.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $457 Shares 5,434 Est. Cost $84.65 Unrealized -10.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $441 Shares 2,197 Est. Cost $151.22 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.1%
Value ($000) $441 Shares 8,865 Est. Cost $49.72 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $440 Shares 3,522 Est. Cost $113.79 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $439 Shares 3,744 Est. Cost $106.65 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $438 Shares 3,165 Est. Cost $89.83 Unrealized +43.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $430 Shares 3,909 Est. Cost $38.04 Unrealized +152.5%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $430 Shares 11,015 Est. Cost $17.14 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.1%
Value ($000) $429 Shares 3,846 Est. Cost $85.95 Unrealized +7.2%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $424 Shares 2,218 Est. Cost $125.58 Unrealized
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $423 Shares 5,011 Est. Cost $70.10 Unrealized -1.4%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $395 Shares 4,687 Est. Cost $43.15 Unrealized +76.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $384 Shares 1,076 Est. Cost $239.21 Unrealized +46.7%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $369 Shares 4,900 Est. Cost $73.00 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $364 Shares 11,960 Est. Cost $32.37 Unrealized -16.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $364 Shares 2,135 Est. Cost $119.20 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $353 Shares 647 Est. Cost $423.37 Unrealized +20.0%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $351 Shares 1,282 Est. Cost $135.27 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $347 Shares 759 Est. Cost $358.86 Unrealized +33.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $347 Shares 3,579 Est. Cost $83.63 Unrealized +0.3%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $327 Shares 1,425 Est. Cost $189.38 Unrealized +2.2%
WMT WALMART INC COM 0.1%
Value ($000) $298 Shares 1,891 Est. Cost $37.17 Unrealized +39.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $297 Shares 560 Est. Cost $452.50 Unrealized +6.2%
MCK MCKESSON CORP COM 0.1%
Value ($000) $296 Shares 640 Est. Cost $296.95 Unrealized +51.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $289 Shares 2,740 Est. Cost $53.53 Unrealized +99.4%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $287 Shares 2,655 Est. Cost $108.26 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $279 Shares 467 Est. Cost $346.52 Unrealized +66.4%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $264 Shares 2,456 Est. Cost $122.26 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $255 Shares 3,337 Est. Cost $87.95 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $252 Shares 5,011 Est. Cost $36.02 Unrealized +11.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $252 Shares 3,339 Est. Cost $68.14 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $237 Shares 1,130 Est. Cost $100.34 Unrealized +71.7%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $235 Shares 962 Est. Cost $146.78 Unrealized +46.2%
WESTROCK CO COM 0.1%
Value ($000) $228 Shares 5,495 Est. Cost $50.77 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $224 Shares 3,460 Est. Cost $25.62 Unrealized +12.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $223 Shares 661 Est. Cost $291.38 Unrealized +2.3%
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $218 Shares 2,500 Est. Cost $64.00 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $217 Shares 875 Est. Cost $218.20 Unrealized +8.9%
PFE PFIZER INC COM 0.1%
Value ($000) $201 Shares 6,990 Est. Cost $28.75 Unrealized -8.2%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $196 Shares 655 Est. Cost $194.08 Unrealized +44.7%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $195 Shares 11,062 Est. Cost $15.13 Unrealized +1.4%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $194 Shares 1,085 Est. Cost $118.87 Unrealized +36.7%
CRM SALESFORCE INC COM 0.1%
Value ($000) $193 Shares 734 Est. Cost $184.01 Unrealized +21.5%
RES RPC INC COM 0.1%
Value ($000) $186 Shares 25,500 Est. Cost $8.37 Unrealized -12.4%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $183 Shares 2,262 Est. Cost $56.47 Unrealized +27.8%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $182 Shares 1,566 Est. Cost $61.84 Unrealized +77.4%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $181 Shares 425 Est. Cost $236.15 Unrealized +68.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $181 Shares 371 Est. Cost $20.10 Unrealized +117.2%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $180 Shares 2,920 Est. Cost $64.48 Unrealized -19.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $179 Shares 1,395 Est. Cost $57.43 Unrealized +92.3%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $178 Shares 3,510 Est. Cost $50.49 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $173 Shares 869 Est. Cost $72.87 Unrealized +136.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $169 Shares 1,145 Est. Cost $116.31 Unrealized +1.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $167 Shares 708 Est. Cost $101.47 Unrealized +97.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $167 Shares 3,815 Est. Cost $30.74 Unrealized +30.4%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $165 Shares 3,000 Est. Cost $45.18 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $163 Shares 3,313 Est. Cost $39.08 Unrealized +5.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $163 Shares 905 Est. Cost $167.25 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $161 Shares 750 Est. Cost $36.95 Unrealized +6.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $159 Shares 210 Est. Cost $125.76 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $159 Shares 801 Est. Cost $174.08 Unrealized +1.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $157 Shares 2,784 Est. Cost $51.29 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $153 Shares 726 Est. Cost $95.48 Unrealized +103.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $150 Shares 1,967 Est. Cost $73.80 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $147 Shares 2,100 Est. Cost $60.70 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $147 Shares 357 Est. Cost $174.17 Unrealized +120.3%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $143 Shares 1,199 Est. Cost $63.14 Unrealized +62.3%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $141 Shares 1,781 Est. Cost $69.59 Unrealized -6.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $137 Shares 2,375 Est. Cost $43.20 Unrealized +23.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $136 Shares 705 Est. Cost $101.24 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $133 Shares 1,681 Est. Cost $71.51 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $129 Shares 159 Est. Cost $442.77 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $129 Shares 1,838 Est. Cost $50.03 Unrealized +27.4%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $129 Shares 1,369 Est. Cost $72.81 Unrealized +15.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $128 Shares 3,478 Est. Cost $34.43 Unrealized -18.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $127 Shares 2,189 Est. Cost $50.28 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $126 Shares 844 Est. Cost $56.84 Unrealized +138.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $124 Shares 888 Est. Cost $111.70 Unrealized +11.7%
AON AON PLC SHS CL A 0.0%
Value ($000) $124 Shares 426 Est. Cost $125.18 Unrealized +151.9%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $122 Shares 210 Est. Cost $185.63 Unrealized +175.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $119 Shares 383 Est. Cost $176.02 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $118 Shares 923 Est. Cost $105.77 Unrealized -13.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $117 Shares 249 Est. Cost $393.65 Unrealized +13.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $115 Shares 879 Est. Cost $109.49 Unrealized -4.5%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $115 Shares 5,922 Est. Cost $15.18 Unrealized -0.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $112 Shares 505 Est. Cost $116.76 Unrealized +66.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $112 Shares 2,783 Est. Cost $35.12 Unrealized +0.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $111 Shares 1,323 Est. Cost $43.02 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $110 Shares 314 Est. Cost $169.50 Unrealized +84.5%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $109 Shares 1,165 Est. Cost $46.67 Unrealized +60.3%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $104 Shares 235 Est. Cost $137.57 Unrealized +182.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $103 Shares 3,900 Est. Cost $21.64 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $102 Shares 1,964 Est. Cost $41.70 Unrealized +4.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $101 Shares 650 Est. Cost $127.94 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $97 Shares 1,583 Est. Cost $52.15 Unrealized +9.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $96 Shares 512 Est. Cost $106.46 Unrealized +47.5%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $96 Shares 1,867 Est. Cost $50.19 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $96 Shares 585 Est. Cost $76.55 Unrealized +94.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $94 Shares 568 Est. Cost $101.72 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $94 Shares 716 Est. Cost $115.23 Unrealized -11.4%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $92 Shares 306 Est. Cost $115.05 Unrealized +138.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $90 Shares 356 Est. Cost $214.42 Unrealized
TILT FLEXSHARES US MARKET TILT ETF 0.0%
Value ($000) $89 Shares 486 Est. Cost $96.14 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $88 Shares 187 Est. Cost $325.60 Unrealized +38.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $85 Shares 1,676 Est. Cost $53.10 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $83 Shares 580 Est. Cost $126.13 Unrealized -10.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $81 Shares 1,976 Est. Cost $42.95 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $80 Shares 31 Est. Cost $769.59 Unrealized +237.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $78 Shares 264 Est. Cost $112.24 Unrealized +123.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $77 Shares 1,472 Est. Cost $40.83 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $77 Shares 1,090 Est. Cost $29.62 Unrealized +45.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $77 Shares 197 Est. Cost $270.87 Unrealized +50.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $74 Shares 1,550 Est. Cost $46.43 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $73 Shares 453 Est. Cost $93.10 Unrealized +54.8%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $73 Shares 637 Est. Cost $72.30 Unrealized +25.6%
INTU INTUIT COM 0.0%
Value ($000) $71 Shares 114 Est. Cost $150.07 Unrealized +262.9%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $70 Shares 1,011 Est. Cost $64.05 Unrealized -12.4%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $69 Shares 1,828 Est. Cost $38.88 Unrealized -20.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $68 Shares 660 Est. Cost $79.73 Unrealized +8.7%
IEX IDEX CORP COM 0.0%
Value ($000) $68 Shares 313 Est. Cost $80.87 Unrealized +142.5%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $68 Shares 721 Est. Cost $44.96 Unrealized +94.1%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $67 Shares 309 Est. Cost $119.98 Unrealized +53.6%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $64 Shares 473 Est. Cost $96.51 Unrealized +20.1%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $63 Shares 982 Est. Cost $65.98 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $62 Shares 840 Est. Cost $31.86 Unrealized +64.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $61 Shares 850 Est. Cost $77.11 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $61 Shares 460 Est. Cost $60.77 Unrealized +97.5%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $60 Shares 402 Est. Cost $104.78 Unrealized +11.7%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $58 Shares 400 Est. Cost $146.79 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $57 Shares 220 Est. Cost $155.31 Unrealized +37.7%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $57 Shares 2,100 Est. Cost $26.78 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $55 Shares 500 Est. Cost $127.30 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $55 Shares 145 Est. Cost $117.56 Unrealized +183.7%
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $53 Shares 1,450 Est. Cost $36.25 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $53 Shares 685 Est. Cost $31.40 Unrealized -7.6%
CSX CSX CORP COM 0.0%
Value ($000) $52 Shares 1,498 Est. Cost $25.21 Unrealized +22.4%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $51 Shares 570 Est. Cost $65.92 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $51 Shares 341 Est. Cost $131.88 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $50 Shares 233 Est. Cost $175.97 Unrealized -0.5%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $50 Shares 286 Est. Cost $84.21 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $50 Shares 14 Est. Cost $1740.51 Unrealized +76.3%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $49 Shares 400 Est. Cost $108.87 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $48 Shares 121 Est. Cost $110.29 Unrealized +231.1%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $48 Shares 477 Est. Cost $54.99 Unrealized +74.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $48 Shares 104 Est. Cost $181.32 Unrealized +124.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $47 Shares 195 Est. Cost $184.79 Unrealized +23.3%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $47 Shares 611 Est. Cost $79.49 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $47 Shares 550 Est. Cost $74.61 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $46 Shares 350 Est. Cost $105.82 Unrealized +16.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $46 Shares 181 Est. Cost $167.95 Unrealized +44.3%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $45 Shares 788 Est. Cost $57.01 Unrealized -11.0%
T AT&T INC COM 0.0%
Value ($000) $45 Shares 2,706 Est. Cost $15.77 Unrealized -9.9%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $45 Shares 548 Est. Cost $73.75 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $45 Shares 384 Est. Cost $49.81 Unrealized +131.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $45 Shares 872 Est. Cost $50.41 Unrealized -6.7%
EXC EXELON CORP COM 0.0%
Value ($000) $45 Shares 1,246 Est. Cost $31.80 Unrealized +11.7%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $45 Shares 390 Est. Cost $106.04 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $44 Shares 713 Est. Cost $120.06 Unrealized -52.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $44 Shares 529 Est. Cost $67.31 Unrealized +6.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $43 Shares 445 Est. Cost $80.17 Unrealized +9.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $43 Shares 291 Est. Cost $53.36 Unrealized +166.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $41 Shares 252 Est. Cost $114.36 Unrealized +23.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $61.00 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $40 Shares 949 Est. Cost $27.20 Unrealized +71.1%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $39 Shares 509 Est. Cost $51.68 Unrealized +32.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $39 Shares 102 Est. Cost $227.35 Unrealized +39.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $39 Shares 380 Est. Cost $97.01 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $39 Shares 99 Est. Cost $153.07 Unrealized +123.3%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $38 Shares 990 Est. Cost $41.04 Unrealized -26.1%
MET METLIFE INC COM 0.0%
Value ($000) $38 Shares 569 Est. Cost $48.49 Unrealized +21.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $38 Shares 731 Est. Cost $48.09 Unrealized -14.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $37 Shares 876 Est. Cost $33.67 Unrealized +6.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $37 Shares 118 Est. Cost $208.32 Unrealized +26.7%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $36 Shares 154 Est. Cost $121.35 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $36 Shares 275 Est. Cost $59.02 Unrealized +102.2%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $36 Shares 69 Est. Cost $302.96 Unrealized +68.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $35 Shares 427 Est. Cost $55.81 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $35 Shares 45 Est. Cost $350.57 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $35 Shares 455 Est. Cost $79.10 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $35 Shares 350 Est. Cost $25.34 Unrealized +71.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $25.53 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $34 Shares 910 Est. Cost $30.25 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $34 Shares 722 Est. Cost $47.96 Unrealized -13.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $34 Shares 131 Est. Cost $158.61 Unrealized +47.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $33 Shares 106 Est. Cost $109.79 Unrealized +169.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $33 Shares 167 Est. Cost $115.11 Unrealized +50.2%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $33 Shares 145 Est. Cost $280.15 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $33 Shares 271 Est. Cost $91.21 Unrealized +26.7%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $32 Shares 144 Est. Cost $90.29 Unrealized +119.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $32 Shares 34 Est. Cost $35.16 Unrealized +79.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $30 Shares 355 Est. Cost $27.51 Unrealized +167.6%
PPG PPG INDS INC COM 0.0%
Value ($000) $29 Shares 197 Est. Cost $102.69 Unrealized +25.5%
NOV NOV INC COM 0.0%
Value ($000) $29 Shares 1,431 Est. Cost $26.90 Unrealized -27.0%
NI NISOURCE INC COM 0.0%
Value ($000) $28 Shares 1,072 Est. Cost $26.85 Unrealized -10.5%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $28 Shares 170 Est. Cost $56.58 Unrealized +167.4%
PTCT PTC THERAPEUTICS INC COM 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $37.19 Unrealized -38.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $27 Shares 572 Est. Cost $50.17 Unrealized -7.2%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $27 Shares 225 Est. Cost $93.63 Unrealized +18.8%
MGPI MGP INGREDIENTS INC NEW COM 0.0%
Value ($000) $27 Shares 270 Est. Cost $97.72 Unrealized -1.7%
ADSK AUTODESK INC COM 0.0%
Value ($000) $26 Shares 107 Est. Cost $81.05 Unrealized +166.4%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $26 Shares 105 Est. Cost $209.42 Unrealized +12.9%
PIONEER NAT RES CO COM 0.0%
Value ($000) $25 Shares 113 Est. Cost $222.26 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $192.87 Unrealized -41.3%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $25 Shares 268 Est. Cost $48.79 Unrealized +59.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $25 Shares 303 Est. Cost $61.24 Unrealized +17.1%
TPR TAPESTRY INC COM 0.0%
Value ($000) $24 Shares 660 Est. Cost $39.64 Unrealized -26.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $23 Shares 579 Est. Cost $34.11 Unrealized +2.0%
ICLR ICON PLC SHS 0.0%
Value ($000) $23 Shares 82 Est. Cost $228.10 Unrealized +13.4%
APA APA CORPORATION COM 0.0%
Value ($000) $23 Shares 641 Est. Cost $39.19 Unrealized -11.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $23 Shares 176 Est. Cost $118.96 Unrealized +0.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $23 Shares 74 Est. Cost $117.78 Unrealized +129.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $23 Shares 600 Est. Cost $20.82 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $22 Shares 99 Est. Cost $200.71 Unrealized +6.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $22 Shares 330 Est. Cost $69.41 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $22 Shares 97 Est. Cost $142.10 Unrealized +46.8%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $22 Shares 1,850 Est. Cost $12.52 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $21 Shares 196 Est. Cost $101.89 Unrealized -25.9%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $21 Shares 320 Est. Cost $27.17 Unrealized +111.0%
COR CENCORA INC COM 0.0%
Value ($000) $21 Shares 103 Est. Cost $64.13 Unrealized +199.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $21 Shares 1,920 Est. Cost $15.00 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $21 Shares 365 Est. Cost $62.47 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $21 Shares 473 Est. Cost $36.54 Unrealized +9.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $20 Shares 124 Est. Cost $108.60 Unrealized +30.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $20 Shares 563 Est. Cost $27.92 Unrealized +5.3%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $20 Shares 142 Est. Cost $112.36 Unrealized -3.6%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $20 Shares 220 Est. Cost $61.85 Unrealized +34.3%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $20 Shares 196 Est. Cost $51.37 Unrealized -11.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $20 Shares 259 Est. Cost $57.78 Unrealized +15.5%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $19 Shares 597 Est. Cost $31.99 Unrealized -13.7%
HPQ HP INC COM 0.0%
Value ($000) $19 Shares 636 Est. Cost $16.88 Unrealized +52.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $19 Shares 240 Est. Cost $61.60 Unrealized +16.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $19 Shares 206 Est. Cost $61.15 Unrealized +25.8%
IOSP INNOSPEC INC COM 0.0%
Value ($000) $18 Shares 150 Est. Cost $102.60 Unrealized -0.1%
BIIB BIOGEN INC COM 0.0%
Value ($000) $18 Shares 71 Est. Cost $286.00 Unrealized -14.1%
T STAMP INC CL A NEW 0.0%
Value ($000) $18 Shares 13,000 Est. Cost $2.55 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $18 Shares 72 Est. Cost $135.60 Unrealized +47.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 128 Est. Cost $72.22 Unrealized +62.3%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $17 Shares 107 Est. Cost $79.68 Unrealized +79.9%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $17 Shares 150 Est. Cost $73.35 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $17 Shares 125 Est. Cost $125.00 Unrealized -3.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $16 Shares 68 Est. Cost $105.31 Unrealized +105.9%
PCAR PACCAR INC COM 0.0%
Value ($000) $16 Shares 163 Est. Cost $48.49 Unrealized +68.7%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $16 Shares 210 Est. Cost $71.17 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $16 Shares 22 Est. Cost $100.85 Unrealized +25.0%
SAP SAP SE SPON ADR 0.0%
Value ($000) $15 Shares 100 Est. Cost $154.59 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $15 Shares 76 Est. Cost $160.08 Unrealized +12.1%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $15 Shares 72 Est. Cost $220.25 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $15 Shares 183 Est. Cost $52.61 Unrealized +46.3%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $15 Shares 264 Est. Cost $41.97 Unrealized +29.6%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $15 Shares 100 Est. Cost $117.07 Unrealized +8.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $14 Shares 221 Est. Cost $47.78 Unrealized +24.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $14 Shares 388 Est. Cost $36.67 Unrealized -9.6%
F FORD MTR CO DEL COM 0.0%
Value ($000) $14 Shares 1,148 Est. Cost $8.05 Unrealized +19.7%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $14 Shares 356 Est. Cost $46.14 Unrealized -28.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $14 Shares 190 Est. Cost $64.44 Unrealized +0.7%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $14 Shares 50 Est. Cost $238.09 Unrealized 0.0%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $14 Shares 400 Est. Cost $32.94 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $14 Shares 250 Est. Cost $41.99 Unrealized +6.4%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $13 Shares 2,210 Est. Cost $10.17 Unrealized -47.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $13 Shares 383 Est. Cost $17.79 Unrealized +43.6%
VRSN VERISIGN INC COM 0.0%
Value ($000) $13 Shares 64 Est. Cost $90.85 Unrealized +127.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $13 Shares 166 Est. Cost $71.06 Unrealized -1.8%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $12 Shares 154 Est. Cost $45.05 Unrealized +60.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $12 Shares 135 Est. Cost $56.74 Unrealized +46.3%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $12 Shares 590 Est. Cost $28.72 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $12 Shares 340 Est. Cost $23.52 Unrealized +42.2%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $12 Shares 322 Est. Cost $151.85 Unrealized -84.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $12 Shares 154 Est. Cost $60.88 Unrealized +12.1%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $12 Shares 38 Est. Cost $176.46 Unrealized +53.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $11 Shares 490 Est. Cost $45.96 Unrealized -59.1%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $27.26 Unrealized -18.4%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $11 Shares 270 Est. Cost $38.01 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $11 Shares 11 Est. Cost $802.78 Unrealized 0.0%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 109 Est. Cost $59.03 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $11 Shares 189 Est. Cost $44.07 Unrealized +16.2%
NUE NUCOR CORP COM 0.0%
Value ($000) $11 Shares 63 Est. Cost $146.46 Unrealized +4.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $11 Shares 13 Est. Cost $621.54 Unrealized +21.7%
AIZ ASSURANT INC COM 0.0%
Value ($000) $10 Shares 62 Est. Cost $129.83 Unrealized +18.4%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $10 Shares 134 Est. Cost $65.18 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $10 Shares 74 Est. Cost $115.18 Unrealized +9.6%
BALL BALL CORP COM 0.0%
Value ($000) $10 Shares 176 Est. Cost $68.98 Unrealized -27.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $10 Shares 74 Est. Cost $88.68 Unrealized +47.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $87.75 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $10 Shares 213 Est. Cost $58.62 Unrealized -31.5%
WAT WATERS CORP COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $142.72 Unrealized +93.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $10 Shares 560 Est. Cost $16.63 Unrealized +7.1%
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $10 Shares 600 Est. Cost $26.30 Unrealized -41.3%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $9 Shares 53 Est. Cost $110.98 Unrealized +51.4%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $9 Shares 31 Est. Cost $171.90 Unrealized +41.3%
DXCM DEXCOM INC COM 0.0%
Value ($000) $9 Shares 76 Est. Cost $90.13 Unrealized +13.3%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $9 Shares 23 Est. Cost $195.78 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $9 Shares 502 Est. Cost $28.70 Unrealized -49.4%
DHI D R HORTON INC COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $57.27 Unrealized +110.5%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $9 Shares 154 Est. Cost $49.17 Unrealized +6.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $65.83 Unrealized +44.2%
LEN LENNAR CORP CL A 0.0%
Value ($000) $9 Shares 59 Est. Cost $96.14 Unrealized +21.6%
WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A 0.0%
Value ($000) $9 Shares 194 Est. Cost $40.42 Unrealized 0.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $9 Shares 140 Est. Cost $44.04 Unrealized +20.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $8 Shares 64 Est. Cost $105.99 Unrealized +8.2%
EQIX EQUINIX INC COM 0.0%
Value ($000) $8 Shares 10 Est. Cost $499.22 Unrealized +47.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $8 Shares 110 Est. Cost $38.04 Unrealized +86.6%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $8 Shares 238 Est. Cost $39.22 Unrealized -35.7%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $285.04 Unrealized +23.4%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $8 Shares 48 Est. Cost $122.68 Unrealized +16.7%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $8 Shares 54 Est. Cost $134.99 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $58.53 Unrealized +28.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $8 Shares 78 Est. Cost $83.07 Unrealized -2.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $8 Shares 262 Est. Cost $40.12 Unrealized -38.3%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $7 Shares 66 Est. Cost $84.74 Unrealized +21.4%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $7 Shares 50 Est. Cost $174.12 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $7 Shares 5 Est. Cost $1418.73 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $7 Shares 122 Est. Cost $42.71 Unrealized +25.1%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $7 Shares 39 Est. Cost $155.67 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $7 Shares 231 Est. Cost $24.91 Unrealized -11.8%
MSCI MSCI INC COM 0.0%
Value ($000) $7 Shares 12 Est. Cost $503.30 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 165 Est. Cost $48.85 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $6 Shares 725 Est. Cost $8.98 Unrealized -18.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $135.38 Unrealized -8.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $253.19 Unrealized +45.9%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $6 Shares 59 Est. Cost $51.45 Unrealized +62.5%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $6 Shares 5 Est. Cost $1006.47 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $105.11 Unrealized -8.6%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $6 Shares 221 Est. Cost $57.80 Unrealized
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $6 Shares 73 Est. Cost $72.25 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $6 Shares 485 Est. Cost $17.49 Unrealized -38.3%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $5 Shares 85 Est. Cost $67.18 Unrealized -18.1%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $134.52 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 79 Est. Cost $59.13 Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $245.22 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $109.72 Unrealized +20.0%
SMITH MICRO SOFTWARE INC COM NEW 0.0%
Value ($000) $5 Shares 5,735 Est. Cost $4.53 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 78 Est. Cost $47.76 Unrealized +22.7%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $4 Shares 200 Est. Cost $22.52 Unrealized -19.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $4 Shares 17 Est. Cost $209.43 Unrealized 0.0%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $187.35 Unrealized 0.0%
TPCS TECHPRECISION CORP COM NEW 0.0%
Value ($000) $4 Shares 834 Est. Cost $7.08 Unrealized -7.8%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $95.42 Unrealized 0.0%
MAT MATTEL INC COM 0.0%
Value ($000) $4 Shares 224 Est. Cost $20.73 Unrealized -6.1%
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $4 Shares 93 Est. Cost $40.98 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $369.74 Unrealized 0.0%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $4 Shares 152 Est. Cost $33.66 Unrealized -27.1%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 125 Est. Cost $28.31 Unrealized 0.0%
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $4 Shares 52 Est. Cost $61.13 Unrealized 0.0%
PLUS EPLUS INC COM 0.0%
Value ($000) $4 Shares 48 Est. Cost $66.83 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $62.34 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $4 Shares 69 Est. Cost $53.37 Unrealized 0.0%
RWM PROSHARES SHORT RUSSELL2000 0.0%
Value ($000) $4 Shares 177 Est. Cost $23.97 Unrealized
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $77.95 Unrealized 0.0%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $4 Shares 26 Est. Cost $134.65 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $42.62 Unrealized -2.1%
NOVT NOVANTA INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $145.77 Unrealized 0.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $87.83 Unrealized -27.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $743.13 Unrealized +10.2%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $103.36 Unrealized 0.0%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $104.63 Unrealized 0.0%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $125.74 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $344.79 Unrealized +15.9%
GLOB GLOBANT S A COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $204.19 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $3 Shares 13 Est. Cost $196.33 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $140.27 Unrealized +6.1%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $3 Shares 56 Est. Cost $41.89 Unrealized +22.3%
IMMUNOPRECISE ANTIBODIES LTD COM NEW 0.0%
Value ($000) $3 Shares 1,665 Est. Cost $6.02 Unrealized
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $138.47 Unrealized -36.8%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $75.65 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $77.92 Unrealized +3.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $55.12 Unrealized
SPSC SPS COMM INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $174.41 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1081.40 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $24.61 Unrealized +117.9%
PALATIN TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $2 Shares 600 Est. Cost $2.56 Unrealized
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $2 Shares 55 Est. Cost $21.61 Unrealized +85.3%
MRTN MARTEN TRANS LTD COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.43 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $2 Shares 32 Est. Cost $138.79 Unrealized -52.4%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $410.64 Unrealized +12.7%
TXT TEXTRON INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $53.79 Unrealized +43.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $194.13 Unrealized -8.5%
IDT IDT CORP CL B NEW 0.0%
Value ($000) $2 Shares 65 Est. Cost $47.30 Unrealized -37.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $127.36 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $222.46 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $72.80 Unrealized +37.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $119.21 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $75.74 Unrealized -14.4%
STE STERIS PLC SHS USD 0.0%
Value ($000) $2 Shares 9 Est. Cost $201.20 Unrealized +3.2%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $2 Shares 38 Est. Cost $35.00 Unrealized +24.2%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $382.10 Unrealized -18.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $80.94 Unrealized 0.0%
VTSI VIRTRA INC COM PAR 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.95 Unrealized -18.1%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $461.39 Unrealized +11.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $63.75 Unrealized +5.0%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $101.69 Unrealized -21.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $74.39 Unrealized -8.9%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $85.58 Unrealized -38.9%
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 98 Est. Cost $15.34 Unrealized +8.8%
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $31.16 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $42.39 Unrealized 0.0%
LMAT LEMAITRE VASCULAR INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $51.42 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $56.28 Unrealized -1.8%
AGYS AGILYSYS INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $81.18 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $30.88 Unrealized +22.7%
KEY KEYCORP COM 0.0%
Value ($000) $2 Shares 109 Est. Cost $10.65 Unrealized 0.0%
DCI DONALDSON INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.77 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $82.56 Unrealized +20.5%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.43 Unrealized -22.5%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.97 Unrealized -11.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $57.90 Unrealized +4.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $109.85 Unrealized -0.5%
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized -2.3%
AOS SMITH A O CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $71.01 Unrealized 0.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $49.84 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1 Shares 19 Est. Cost $73.47 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $40.68 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $49.58 Unrealized -1.6%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $193.89 Unrealized +4.8%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $70.18 Unrealized +4.3%
CERIDIAN HCM HLDG INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $62.84 Unrealized +8.6%
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $41.73 Unrealized 0.0%
VITAL ENERGY INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $55.44 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $89.26 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.30 Unrealized +21.1%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.13 Unrealized -37.8%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $257.66 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $56.50 Unrealized +39.1%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $242.98 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $44.41 Unrealized 0.0%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.66 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $150.68 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $99.10 Unrealized +0.7%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $1 Shares 47 Est. Cost $17.01 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $169.08 Unrealized 0.0%
PESI PERMA-FIX ENVIRONMENTAL SVCS COM NEW 0.0%
Value ($000) $1 Shares 125 Est. Cost $11.02 Unrealized -23.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $114.27 Unrealized -21.5%
SMARTSHEET INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.50 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.24 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.81 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $205.32 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $52.41 Unrealized -14.0%
ATRC ATRICURE INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.41 Unrealized -12.3%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $24.17 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $121.76 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $44.74 Unrealized +24.1%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $111.53 Unrealized +33.8%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $1 Shares 12 Est. Cost $28.08 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.74 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $113.16 Unrealized -3.1%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $95.66 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $92.03 Unrealized 0.0%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $28.17 Unrealized +6.4%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $223.94 Unrealized +27.9%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $319.43 Unrealized -73.8%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $233.46 Unrealized 0.0%
CASIF CASI PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $1.98 Unrealized +142.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $9.98 Unrealized 0.0%
AES AES CORP COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $14.67 Unrealized 0.0%
DAKT DAKTRONICS INC COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $7.90 Unrealized +20.9%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $106.01 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $97.38 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $232.39 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.30 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $111.64 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $160.82 Unrealized +11.8%
L LOEWS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $66.05 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $30.94 Unrealized -5.9%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $13.88 Unrealized -44.6%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $202.68 Unrealized -42.5%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $84.11 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $253.87 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $43.64 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $119.69 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $144.25 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $17.13 Unrealized +200.9%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $118.40 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $469.47 Unrealized 0.0%
SLM SLM CORP COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.91 Unrealized -20.2%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.95 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $305.57 Unrealized -25.3%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $162.29 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.99 Unrealized
AXS 1.25X NVDA BEAR DAILY ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.61 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.14 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $432.06 Unrealized 0.0%
CALAMP CORP COM 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $4.48 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $209.88 Unrealized 0.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.41 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $421.81 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $68.80 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.65 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $135.82 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $144.29 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $206.08 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $15.07 Unrealized -47.3%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $45.40 Unrealized 0.0%
PODD INSULET CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $171.53 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $36.44 Unrealized 0.0%
QIPT QUIPT HOME MEDICAL CORP COM 0.0%
Value ($000) $0 Shares 85 Est. Cost $5.90 Unrealized -18.9%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $128.95 Unrealized 0.0%
POOL POOL CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $340.10 Unrealized 0.0%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $31.67 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.90 Unrealized 0.0%
IRIX IRIDEX CORP COM 0.0%
Value ($000) $0 Shares 135 Est. Cost $7.60 Unrealized -65.4%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $69.97 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.60 Unrealized +3.3%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $32.48 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.03 Unrealized 0.0%
SHARECARE INC COM CL A 0.0%
Value ($000) $0 Shares 300 Est. Cost $2.47 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.56 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $9.21 Unrealized -5.6%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.23 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $136.69 Unrealized 0.0%
EMQQ EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $63.60 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $10.23 Unrealized +50.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.38 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $133.70 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $233.72 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.86 Unrealized +29.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.03 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $304.95 Unrealized -29.3%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.10 Unrealized 0.0%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $132.13 Unrealized -78.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $68.56 Unrealized +32.6%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.43 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $13.82 Unrealized -79.1%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.23 Unrealized +14.4%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.19 Unrealized +56.5%
ALAUNOS THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.65 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.38 Unrealized
KOD KODIAK SCIENCES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $97.07 Unrealized -97.7%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.07 Unrealized -35.4%
PLBY PLBY GROUP INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $30.21 Unrealized -97.8%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.27 Unrealized