Silicon Valley Capital Partners Diversified Active

Location: San Jose, CA

CIK: 0001673633 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 29, 2024

Total Value: $670M (100.0% shares, 0.0% debt)

Holdings (304)

SPY SPDR S&P 500 ETF TRUST 12.7%
Value $84.98M Shares 162,471 Share Price $523.07 Est. Cost/Share $457.88 Unrealized @ Report Date +14.2%
SPGP INVESCO S&P 500 GARP ETF 11.0%
Value $73.51M Shares 690,346 Share Price $106.49 Est. Cost/Share $92.36 Unrealized @ Report Date +15.3%
QQQ INVESCO QQQ TRUST SERIES I 9.1%
Value $60.84M Shares 137,029 Share Price $444.01 Est. Cost/Share $383.07 Unrealized @ Report Date +15.9%
AAPL APPLE INC COM 5.9%
Value $39.34M Shares 229,441 Share Price $171.48 Est. Cost/Share $128.12 Unrealized @ Report Date +32.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 5.5%
Value $37.14M Shares 70,835 Share Price $524.34 * Est. Cost/Share $55.60 Unrealized @ Report Date +17.9%
MSFT MICROSOFT CORP COM 5.4%
Value $36M Shares 85,577 Share Price $420.72 Est. Cost/Share $247.75 Unrealized @ Report Date +67.6%
GOOGL ALPHABET INC CAP STK CL A 4.4%
Value $29.18M Shares 193,319 Share Price $150.93 Est. Cost/Share $115.95 Unrealized @ Report Date +29.2%
NVDA NVIDIA CORPORATION COM 3.7%
Value $24.94M Shares 27,607 Share Price $903.57 * Est. Cost/Share $30.55 Unrealized @ Report Date +195.7%
IVW ISHARES S&P 500 GROWTH ETF 3.7%
Value $24.8M Shares 293,727 Share Price $84.44 Est. Cost/Share $67.80 Unrealized @ Report Date +24.5%
AMZN AMAZON COM INC COM 2.6%
Value $17.1M Shares 94,783 Share Price $180.38 Est. Cost/Share $128.65 Unrealized @ Report Date +40.2%
VUG VANGUARD GROWTH ETF 2.2%
Value $15.01M Shares 43,621 Share Price $344.20 * Est. Cost/Share $32.10 Unrealized @ Report Date +78.7%
MGV VANGUARD MEGA CAP VALUE ETF 2.2%
Value $14.79M Shares 123,732 Share Price $119.51 Est. Cost/Share $100.45 Unrealized @ Report Date +19.0%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 2.1%
Value $13.87M Shares 133,663 Share Price $103.79 Est. Cost/Share $85.51 Unrealized @ Report Date +21.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.6%
Value $10.5M Shares 24,967 Share Price $420.52 Est. Cost/Share $317.90 Unrealized @ Report Date +32.3%
SBUX STARBUCKS CORP COM 1.4%
Value $9.235M Shares 101,055 Share Price $91.39 * Est. Cost/Share $88.23 Unrealized @ Report Date -1.1%
COST COSTCO WHSL CORP NEW COM 1.4%
Value $9.219M Shares 12,583 Share Price $732.62 Est. Cost/Share $513.87 Unrealized @ Report Date +41.2%
META META PLATFORMS INC CL A 1.4%
Value $9.112M Shares 18,766 Share Price $485.58 Est. Cost/Share $294.31 Unrealized @ Report Date +64.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 1.3%
Value $8.983M Shares 139,484 Share Price $64.40 Est. Cost/Share $47.04 Unrealized @ Report Date +36.9%
CRM SALESFORCE INC COM 1.3%
Value $8.607M Shares 28,578 Share Price $301.18 Est. Cost/Share $230.92 Unrealized @ Report Date +29.0%
AXP AMERICAN EXPRESS CO COM 1.3%
Value $8.441M Shares 37,074 Share Price $227.69 * Est. Cost/Share $155.61 Unrealized @ Report Date +43.2%
USB US BANCORP DEL COM NEW 1.3%
Value $8.408M Shares 188,092 Share Price $44.70 * Est. Cost/Share $35.27 Unrealized @ Report Date +17.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 1.2%
Value $8.252M Shares 8,503 Share Price $970.44 Est. Cost/Share $589.47 Unrealized @ Report Date +64.6%
MDT MEDTRONIC PLC SHS 1.2%
Value $8.197M Shares 94,054 Share Price $87.15 * Est. Cost/Share $76.35 Unrealized @ Report Date +8.7%
BAC BANK AMERICA CORP COM 1.2%
Value $8.087M Shares 213,255 Share Price $37.92 * Est. Cost/Share $30.29 Unrealized @ Report Date +20.1%
MRK MERCK & CO INC COM 1.2%
Value $7.904M Shares 59,902 Share Price $131.95 * Est. Cost/Share $99.43 Unrealized @ Report Date +25.3%
XOM EXXON MOBIL CORP COM 1.2%
Value $7.77M Shares 66,849 Share Price $116.24 * Est. Cost/Share $97.18 Unrealized @ Report Date +12.6%
NOW SERVICENOW INC COM 1.1%
Value $7.501M Shares 9,839 Share Price $762.38 * Est. Cost/Share $96.71 Unrealized @ Report Date +57.7%
APD AIR PRODS & CHEMS INC COM 1.1%
Value $7.469M Shares 30,831 Share Price $242.27 * Est. Cost/Share $252.52 Unrealized @ Report Date -8.3%
HD HOME DEPOT INC COM 1.1%
Value $7.45M Shares 19,422 Share Price $383.60 * Est. Cost/Share $285.58 Unrealized @ Report Date +28.7%
V VISA INC COM CL A 1.1%
Value $7.283M Shares 26,096 Share Price $279.08 Est. Cost/Share $220.80 Unrealized @ Report Date +24.8%
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value $7.157M Shares 14,467 Share Price $494.69 * Est. Cost/Share $483.25 Unrealized @ Report Date -1.2%
BX BLACKSTONE INC COM 1.1%
Value $7.134M Shares 54,301 Share Price $131.37 * Est. Cost/Share $89.30 Unrealized @ Report Date +40.2%
AMD ADVANCED MICRO DEVICES INC COM 0.8%
Value $5.425M Shares 30,059 Share Price $180.49 Est. Cost/Share $88.94 Unrealized @ Report Date +102.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.4%
Value $2.917M Shares 10,176 Share Price $286.62 * Est. Cost/Share $36.73 Unrealized @ Report Date +56.0%
ADBE ADOBE INC COM 0.3%
Value $2.305M Shares 4,567 Share Price $504.65 Est. Cost/Share $554.36 Unrealized @ Report Date -9.0%
INTU INTUIT COM 0.3%
Value $1.838M Shares 2,827 Share Price $650.07 Est. Cost/Share $314.30 Unrealized @ Report Date +104.5%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value $1.745M Shares 11,461 Share Price $152.26 Est. Cost/Share $113.25 Unrealized @ Report Date +33.4%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value $1.644M Shares 21,349 Share Price $76.99 Est. Cost/Share $42.27 Unrealized @ Report Date +82.1%
JPM JPMORGAN CHASE & CO COM 0.2%
Value $1.563M Shares 7,802 Share Price $200.31 * Est. Cost/Share $145.99 Unrealized @ Report Date +32.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value $1.47M Shares 24,322 Share Price $60.42 Est. Cost/Share $45.64 Unrealized @ Report Date +32.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value $1.015M Shares 3,012 Share Price $337.01 * Est. Cost/Share $54.88 Unrealized @ Report Date +53.5%
VOO VANGUARD S&P 500 ETF 0.2%
Value $1.013M Shares 2,108 Share Price $480.73 Est. Cost/Share $323.72 Unrealized @ Report Date +48.5%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $962K Shares 1,830 Share Price $525.75 Est. Cost/Share $382.45 Unrealized @ Report Date +37.5%
ORCL ORACLE CORP COM 0.1%
Value $916K Shares 7,294 Share Price $125.61 Est. Cost/Share $86.14 Unrealized @ Report Date +43.2%
TGT TARGET CORP COM 0.1%
Value $881K Shares 4,970 Share Price $177.21 * Est. Cost/Share $157.63 Unrealized @ Report Date +5.3%
AVGO BROADCOM INC COM 0.1%
Value $875K Shares 660 Share Price $1326.35 * Est. Cost/Share $69.59 Unrealized @ Report Date +87.0%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value $818K Shares 4,530 Share Price $180.49 Est. Cost/Share $148.67 Unrealized @ Report Date +21.4%
EQIX EQUINIX INC COM 0.1%
Value $812K Shares 984 Share Price $825.27 * Est. Cost/Share $786.18 Unrealized @ Report Date +1.1%
CVX CHEVRON CORP NEW COM 0.1%
Value $731K Shares 4,633 Share Price $157.74 * Est. Cost/Share $137.90 Unrealized @ Report Date +6.0%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value $659K Shares 9,292 Share Price $70.88 Est. Cost/Share $68.06 Unrealized @ Report Date +3.5%
ADSK AUTODESK INC COM 0.1%
Value $622K Shares 2,390 Share Price $260.37 Est. Cost/Share $139.98 Unrealized @ Report Date +86.0%
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value $587K Shares 9,300 Share Price $63.17 * Est. Cost/Share $42.88 Unrealized @ Report Date +33.1%
JNJ JOHNSON & JOHNSON COM 0.1%
Value $577K Shares 3,648 Share Price $158.19 * Est. Cost/Share $139.87 Unrealized @ Report Date +7.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value $572K Shares 1,189 Share Price $481.43 Est. Cost/Share $342.69 Unrealized @ Report Date +39.1%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $553K Shares 8,503 Share Price $64.99 * Est. Cost/Share $58.31 Unrealized @ Report Date +7.7%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.1%
Value $462K Shares 4,574 Share Price $100.90 Est. Cost/Share $99.91 Unrealized @ Report Date +1.0%
CSCO CISCO SYS INC COM 0.1%
Value $397K Shares 7,945 Share Price $49.91 * Est. Cost/Share $50.37 Unrealized @ Report Date -6.2%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value $394K Shares 5,749 Share Price $68.49 Est. Cost/Share $38.89 Unrealized @ Report Date +76.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $392K Shares 6,461 Share Price $60.74 Est. Cost/Share $56.09 Unrealized @ Report Date +8.3%
TSLA TESLA INC COM 0.0%
Value $310K Shares 1,764 Share Price $175.83 Est. Cost/Share $274.72 Unrealized @ Report Date -36.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $273K Shares 962 Share Price $284.08 * Est. Cost/Share $109.07 Unrealized @ Report Date +30.2%
TRMB TRIMBLE INC COM 0.0%
Value $260K Shares 4,044 Share Price $64.36 Est. Cost/Share $37.50 Unrealized @ Report Date +71.6%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $246K Shares 807 Share Price $304.61 * Est. Cost/Share $36.10 Unrealized @ Report Date +40.7%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $211K Shares 1,066 Share Price $197.68 * Est. Cost/Share $234.53 Unrealized @ Report Date -21.3%
MNDY MONDAY COM LTD SHS 0.0%
Value $198K Shares 877 Share Price $225.94 * Est. Cost/Share $260.44 Unrealized @ Report Date -18.5%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value $191K Shares 3,352 Share Price $56.98 Est. Cost/Share $50.26 Unrealized @ Report Date +13.4%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $188K Shares 654 Share Price $288.12 Est. Cost/Share $211.69 Unrealized @ Report Date +36.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $183K Shares 329 Share Price $556.42 Est. Cost/Share $442.21 Unrealized @ Report Date +25.8%
DINT DAVIS SELECT INTERNATIONAL ETF 0.0%
Value $156K Shares 8,087 Share Price $19.29 Est. Cost/Share $18.21 Unrealized @ Report Date +6.0%
AMAT APPLIED MATLS INC COM 0.0%
Value $156K Shares 755 Share Price $206.14 Est. Cost/Share $145.81 Unrealized @ Report Date +39.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $156K Shares 1,445 Share Price $107.62 Est. Cost/Share $115.32 Unrealized @ Report Date -6.7%
AMGN AMGEN INC COM 0.0%
Value $154K Shares 541 Share Price $284.11 * Est. Cost/Share $238.05 Unrealized @ Report Date +13.2%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $146K Shares 1,239 Share Price $117.90 Est. Cost/Share $86.16 Unrealized @ Report Date +35.9%
NKE NIKE INC CL B 0.0%
Value $146K Shares 1,550 Share Price $93.95 * Est. Cost/Share $96.93 Unrealized @ Report Date -6.5%
FROG JFROG LTD ORD SHS 0.0%
Value $145K Shares 3,279 Share Price $44.22 Est. Cost/Share $21.03 Unrealized @ Report Date +110.2%
ARKK ARK INNOVATION ETF 0.0%
Value $145K Shares 2,889 Share Price $50.09 Est. Cost/Share $35.74 Unrealized @ Report Date +40.1%
ABBV ABBVIE INC COM 0.0%
Value $139K Shares 762 Share Price $182.07 * Est. Cost/Share $137.22 Unrealized @ Report Date +24.9%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $134K Shares 2,173 Share Price $61.57 * Est. Cost/Share $28.43 Unrealized @ Report Date +8.3%
NFLX NETFLIX INC COM 0.0%
Value $134K Shares 220 Share Price $607.33 * Est. Cost/Share $43.04 Unrealized @ Report Date +41.1%
ABT ABBOTT LABS COM 0.0%
Value $131K Shares 1,152 Share Price $113.69 * Est. Cost/Share $97.90 Unrealized @ Report Date +12.3%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $125K Shares 551 Share Price $226.10 Est. Cost/Share $181.46 Unrealized @ Report Date +24.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $116K Shares 94 Share Price $1235.18 * Est. Cost/Share $680.10 Unrealized @ Report Date +60.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $111K Shares 245 Share Price $454.59 * Est. Cost/Share $426.55 Unrealized @ Report Date +1.7%
LLY ELI LILLY & CO COM 0.0%
Value $108K Shares 139 Share Price $776.71 Est. Cost/Share $368.91 Unrealized @ Report Date +108.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $104K Shares 300 Share Price $346.24 * Est. Cost/Share $274.84 Unrealized @ Report Date +22.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $104K Shares 398 Share Price $260.06 Est. Cost/Share $192.72 Unrealized @ Report Date +34.9%
LAM RESEARCH CORP COM 0.0%
Value $101K Shares 104 Share Price $973.88 Est. Cost/Share $795.64 Unrealized @ Report Date
MCD MCDONALDS CORP COM 0.0%
Value $101K Shares 358 Share Price $281.98 * Est. Cost/Share $252.52 Unrealized @ Report Date +7.1%
OKTA OKTA INC CL A 0.0%
Value $99,075 Shares 947 Share Price $104.62 Est. Cost/Share $57.10 Unrealized @ Report Date +83.2%
BP BP PLC SPONSORED ADR 0.0%
Value $95,058 Shares 2,523 Share Price $37.68 Est. Cost/Share $30.78 Unrealized @ Report Date +22.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value $94,042 Shares 732 Share Price $128.47 Est. Cost/Share $81.69 Unrealized @ Report Date +57.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $86,778 Shares 271 Share Price $320.21 Est. Cost/Share $244.33 Unrealized @ Report Date +31.2%
WMT WALMART INC COM 0.0%
Value $83,331 Shares 1,385 Share Price $60.17 Est. Cost/Share $52.58 Unrealized @ Report Date +12.4%
CSL CARLISLE COS INC COM 0.0%
Value $74,633 Shares 190 Share Price $392.81 * Est. Cost/Share $268.62 Unrealized @ Report Date +42.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $68,339 Shares 1,362 Share Price $50.18 Est. Cost/Share $43.27 Unrealized @ Report Date +15.9%
SLGN SILGAN HLDGS INC COM 0.0%
Value $68,268 Shares 1,406 Share Price $48.55 Est. Cost/Share $42.14 Unrealized @ Report Date +15.2%
PG PROCTER AND GAMBLE CO COM 0.0%
Value $65,385 Shares 403 Share Price $162.25 * Est. Cost/Share $133.94 Unrealized @ Report Date +15.9%
HUM HUMANA INC COM 0.0%
Value $65,279 Shares 188 Share Price $347.23 * Est. Cost/Share $428.21 Unrealized @ Report Date -20.8%
RTX RTX CORPORATION COM 0.0%
Value $64,261 Shares 659 Share Price $97.51 * Est. Cost/Share $80.92 Unrealized @ Report Date +16.4%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $63,182 Shares 774 Share Price $81.63 Est. Cost/Share $62.67 Unrealized @ Report Date +30.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value $63,084 Shares 1,088 Share Price $57.98 * Est. Cost/Share $44.38 Unrealized @ Report Date +25.4%
PEP PEPSICO INC COM 0.0%
Value $62,513 Shares 357 Share Price $175.11 * Est. Cost/Share $159.88 Unrealized @ Report Date +2.8%
PFE PFIZER INC COM 0.0%
Value $58,366 Shares 2,103 Share Price $27.75 * Est. Cost/Share $39.56 Unrealized @ Report Date -37.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $57,774 Shares 425 Share Price $135.94 Est. Cost/Share $93.02 Unrealized @ Report Date +46.3%
ARISTA NETWORKS INC COM 0.0%
Value $56,522 Shares 195 Share Price $289.86 Est. Cost/Share $289.86 Unrealized @ Report Date
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $56,077 Shares 206 Share Price $272.22 * Est. Cost/Share $221.24 Unrealized @ Report Date +18.3%
ADI ANALOG DEVICES INC COM 0.0%
Value $55,754 Shares 282 Share Price $197.71 * Est. Cost/Share $178.40 Unrealized @ Report Date +7.8%
ENB ENBRIDGE INC COM 0.0%
Value $54,546 Shares 1,508 Share Price $36.17 * Est. Cost/Share $31.54 Unrealized @ Report Date +3.0%
NPO ENPRO INC COM 0.0%
Value $54,110 Shares 321 Share Price $168.57 Est. Cost/Share $129.36 Unrealized @ Report Date +30.5%
DDOG DATADOG INC CL A COM 0.0%
Value $53,766 Shares 435 Share Price $123.60 Est. Cost/Share $78.12 Unrealized @ Report Date +58.2%
AON AON PLC SHS CL A 0.0%
Value $53,701 Shares 161 Share Price $333.55 Est. Cost/Share $318.69 Unrealized @ Report Date +3.4%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $52,640 Shares 500 Share Price $105.28 Est. Cost/Share $105.28 Unrealized @ Report Date
EME EMCOR GROUP INC COM 0.0%
Value $52,572 Shares 150 Share Price $350.48 Est. Cost/Share $208.84 Unrealized @ Report Date +67.0%
CAT CATERPILLAR INC COM 0.0%
Value $52,360 Shares 143 Share Price $366.15 * Est. Cost/Share $223.03 Unrealized @ Report Date +60.0%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $52,330 Shares 425 Share Price $123.13 Est. Cost/Share $101.01 Unrealized @ Report Date
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $52,148 Shares 286 Share Price $182.34 Est. Cost/Share $153.14 Unrealized @ Report Date +19.2%
BCPC BALCHEM CORP COM 0.0%
Value $51,427 Shares 332 Share Price $154.90 Est. Cost/Share $125.74 Unrealized @ Report Date +21.8%
KKR KKR & CO INC COM 0.0%
Value $50,929 Shares 506 Share Price $100.65 Est. Cost/Share $51.41 Unrealized @ Report Date +93.7%
URI UNITED RENTALS INC COM 0.0%
Value $50,926 Shares 71 Share Price $717.27 Est. Cost/Share $364.83 Unrealized @ Report Date +94.6%
MOD MODINE MFG CO COM 0.0%
Value $50,641 Shares 532 Share Price $95.19 Est. Cost/Share $48.90 Unrealized @ Report Date +94.6%
SUPER MICRO COMPUTER INC COM 0.0%
Value $50,502 Shares 50 Share Price $1010.04 Est. Cost/Share $1010.04 Unrealized @ Report Date
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $49,317 Shares 164 Share Price $300.71 Est. Cost/Share $222.21 Unrealized @ Report Date +35.0%
GLD SPDR GOLD SHARES 0.0%
Value $47,727 Shares 232 Share Price $205.72 Est. Cost/Share $191.93 Unrealized @ Report Date +7.2%
ITT ITT INC COM 0.0%
Value $47,611 Shares 350 Share Price $136.03 Est. Cost/Share $105.13 Unrealized @ Report Date +29.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value $46,753 Shares 90 Share Price $519.48 * Est. Cost/Share $442.58 Unrealized @ Report Date +13.8%
PSTG PURE STORAGE INC CL A 0.0%
Value $46,635 Shares 897 Share Price $51.99 Est. Cost/Share $32.93 Unrealized @ Report Date +57.9%
TXN TEXAS INSTRS INC COM 0.0%
Value $42,172 Shares 242 Share Price $174.26 * Est. Cost/Share $158.59 Unrealized @ Report Date +4.3%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $41,728 Shares 1,163 Share Price $35.88 Est. Cost/Share $31.84 Unrealized @ Report Date
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $40,816 Shares 241 Share Price $169.36 Est. Cost/Share $160.58 Unrealized @ Report Date +5.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $39,756 Shares 952 Share Price $41.76 Est. Cost/Share $38.82 Unrealized @ Report Date +7.6%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value $39,548 Shares 400 Share Price $98.87 Est. Cost/Share $80.37 Unrealized @ Report Date +23.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $38,881 Shares 292 Share Price $133.15 * Est. Cost/Share $80.33 Unrealized @ Report Date +58.2%
TE CONNECTIVITY LTD SHS 0.0%
Value $38,489 Shares 265 Share Price $145.24 Est. Cost/Share $114.80 Unrealized @ Report Date
CSM PROSHARES LARGE CAP CORE PLUS 0.0%
Value $38,052 Shares 627 Share Price $60.69 Est. Cost/Share $45.62 Unrealized @ Report Date +33.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $37,162 Shares 549 Share Price $67.69 Est. Cost/Share $71.06 Unrealized @ Report Date
WLK WESTLAKE CORPORATION COM 0.0%
Value $37,087 Shares 243 Share Price $152.62 * Est. Cost/Share $108.79 Unrealized @ Report Date +35.3%
BMI BADGER METER INC COM 0.0%
Value $36,792 Shares 227 Share Price $162.08 Est. Cost/Share $143.50 Unrealized @ Report Date +11.4%
CSGP COSTAR GROUP INC COM 0.0%
Value $36,515 Shares 378 Share Price $96.60 Est. Cost/Share $77.21 Unrealized @ Report Date +25.1%
TM TOYOTA MOTOR CORP ADS 0.0%
Value $35,548 Shares 141 Share Price $252.11 Est. Cost/Share $143.89 Unrealized @ Report Date +74.9%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $34,655 Shares 308 Share Price $112.52 * Est. Cost/Share $64.08 Unrealized @ Report Date +71.1%
RACE FERRARI N V COM 0.0%
Value $32,260 Shares 74 Share Price $435.95 Est. Cost/Share $291.36 Unrealized @ Report Date +49.6%
HON HONEYWELL INTL INC COM 0.0%
Value $32,113 Shares 156 Share Price $205.85 * Est. Cost/Share $177.76 Unrealized @ Report Date +4.8%
AGYS AGILYSYS INC COM 0.0%
Value $31,935 Shares 379 Share Price $84.26 * Est. Cost/Share $81.18 Unrealized @ Report Date -0.4%
UNP UNION PAC CORP COM 0.0%
Value $31,302 Shares 127 Share Price $246.47 * Est. Cost/Share $187.00 Unrealized @ Report Date +26.3%
AFL AFLAC INC COM 0.0%
Value $30,885 Shares 360 Share Price $85.79 * Est. Cost/Share $62.49 Unrealized @ Report Date +32.4%
PODD INSULET CORP COM 0.0%
Value $30,852 Shares 180 Share Price $171.40 Est. Cost/Share $171.53 Unrealized @ Report Date -0.1%
UFPI UFP INDUSTRIES INC COM 0.0%
Value $30,841 Shares 251 Share Price $122.87 Est. Cost/Share $107.97 Unrealized @ Report Date +13.9%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $30,136 Shares 348 Share Price $86.60 Est. Cost/Share $82.84 Unrealized @ Report Date +4.4%
DHR DANAHER CORPORATION COM 0.0%
Value $30,071 Shares 120 Share Price $250.59 Est. Cost/Share $223.70 Unrealized @ Report Date +10.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $29,780 Shares 227 Share Price $131.19 Est. Cost/Share $123.51 Unrealized @ Report Date +6.3%
GMED GLOBUS MED INC CL A 0.0%
Value $29,502 Shares 550 Share Price $53.64 Est. Cost/Share $48.74 Unrealized @ Report Date +10.1%
HUBG HUB GROUP INC CL A 0.0%
Value $29,477 Shares 682 Share Price $43.22 Est. Cost/Share $41.52 Unrealized @ Report Date +5.4%
SXI STANDEX INTL CORP COM 0.0%
Value $29,210 Shares 160 Share Price $182.56 * Est. Cost/Share $143.94 Unrealized @ Report Date +12.2%
CTRA COTERRA ENERGY INC COM 0.0%
Value $28,593 Shares 1,026 Share Price $27.87 * Est. Cost/Share $22.80 Unrealized @ Report Date +5.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $28,226 Shares 336 Share Price $84.01 Est. Cost/Share $67.43 Unrealized @ Report Date +24.7%
NIKOLA CORP COM 0.0%
Value $27,590 Shares 26,529 Share Price $1.04 Est. Cost/Share $1.37 Unrealized @ Report Date
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $27,534 Shares 312 Share Price $88.25 Est. Cost/Share $77.51 Unrealized @ Report Date +12.5%
LOW LOWES COS INC COM 0.0%
Value $27,168 Shares 107 Share Price $253.91 * Est. Cost/Share $197.77 Unrealized @ Report Date +24.5%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $26,815 Shares 568 Share Price $47.21 Est. Cost/Share $38.12 Unrealized @ Report Date +23.8%
FIVE FIVE BELOW INC COM 0.0%
Value $26,663 Shares 147 Share Price $181.38 Est. Cost/Share $183.58 Unrealized @ Report Date -1.2%
TECH BIO-TECHNE CORP COM 0.0%
Value $26,426 Shares 375 Share Price $70.47 Est. Cost/Share $65.18 Unrealized @ Report Date +7.1%
SAP SAP SE SPON ADR 0.0%
Value $26,329 Shares 135 Share Price $195.03 Est. Cost/Share $132.24 Unrealized @ Report Date +47.5%
LIN LINDE PLC SHS 0.0%
Value $25,867 Shares 56 Share Price $461.91 Est. Cost/Share $323.39 Unrealized @ Report Date +40.4%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $25,783 Shares 66 Share Price $390.65 Est. Cost/Share $328.87 Unrealized @ Report Date +18.8%
CI THE CIGNA GROUP COM 0.0%
Value $25,327 Shares 70 Share Price $361.81 * Est. Cost/Share $282.85 Unrealized @ Report Date +24.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $25,311 Shares 170 Share Price $148.89 * Est. Cost/Share $131.88 Unrealized @ Report Date +10.2%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $25,199 Shares 112 Share Price $224.99 Est. Cost/Share $201.06 Unrealized @ Report Date +11.9%
SAIA SAIA INC COM 0.0%
Value $25,155 Shares 43 Share Price $585.00 Est. Cost/Share $289.37 Unrealized @ Report Date +102.2%
CSX CSX CORP COM 0.0%
Value $24,798 Shares 669 Share Price $37.07 * Est. Cost/Share $30.43 Unrealized @ Report Date +18.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $24,183 Shares 250 Share Price $96.73 Est. Cost/Share $100.02 Unrealized @ Report Date -3.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $23,354 Shares 214 Share Price $109.13 Est. Cost/Share $104.66 Unrealized @ Report Date +4.1%
CBZ CBIZ INC COM 0.0%
Value $23,001 Shares 293 Share Price $78.50 * Est. Cost/Share $51.44 Unrealized @ Report Date +35.2%
AIR AAR CORP COM 0.0%
Value $22,751 Shares 380 Share Price $59.87 * Est. Cost/Share $64.21 Unrealized @ Report Date -3.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $22,663 Shares 231 Share Price $98.11 Est. Cost/Share $96.69 Unrealized @ Report Date +1.3%
APG API GROUP CORP COM STK 0.0%
Value $22,462 Shares 572 Share Price $39.27 * Est. Cost/Share $11.55 Unrealized @ Report Date +126.7%
INTC INTEL CORP COM 0.0%
Value $21,569 Shares 488 Share Price $44.20 Est. Cost/Share $33.57 Unrealized @ Report Date +30.2%
SHEL SHELL PLC SPON ADS 0.0%
Value $21,076 Shares 314 Share Price $67.12 Est. Cost/Share $60.01 Unrealized @ Report Date +11.7%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $20,312 Shares 249 Share Price $81.57 * Est. Cost/Share $21.92 Unrealized @ Report Date +23.9%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value $19,800 Shares 160 Share Price $123.75 Est. Cost/Share $117.64 Unrealized @ Report Date +4.5%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $19,764 Shares 231 Share Price $85.56 Est. Cost/Share $93.78 Unrealized @ Report Date -8.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $18,810 Shares 45 Share Price $418.00 Est. Cost/Share $336.94 Unrealized @ Report Date +24.1%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value $18,798 Shares 246 Share Price $76.41 * Est. Cost/Share $25.69 Unrealized @ Report Date +39.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $18,164 Shares 293 Share Price $61.99 * Est. Cost/Share $15.44 Unrealized @ Report Date +34.0%
IPAR INTER PARFUMS INC COM 0.0%
Value $17,921 Shares 128 Share Price $140.01 Est. Cost/Share $130.60 Unrealized @ Report Date +8.4%
GEN GEN DIGITAL INC COM 0.0%
Value $17,432 Shares 778 Share Price $22.41 * Est. Cost/Share $20.66 Unrealized @ Report Date +5.0%
COKE COCA COLA CONS INC COM 0.0%
Value $17,241 Shares 20 Share Price $862.05 * Est. Cost/Share $70.13 Unrealized @ Report Date +19.2%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value $17,226 Shares 241 Share Price $71.48 Est. Cost/Share $47.93 Unrealized @ Report Date +47.6%
SPGI S&P GLOBAL INC COM 0.0%
Value $17,130 Shares 40 Share Price $428.25 Est. Cost/Share $357.76 Unrealized @ Report Date +17.4%
MS MORGAN STANLEY COM NEW 0.0%
Value $16,801 Shares 178 Share Price $94.39 * Est. Cost/Share $78.35 Unrealized @ Report Date +13.9%
FISV FISERV INC COM 0.0%
Value $15,982 Shares 100 Share Price $159.82 Est. Cost/Share $110.00 Unrealized @ Report Date +45.3%
VTRS VIATRIS INC COM 0.0%
Value $15,912 Shares 1,333 Share Price $11.94 * Est. Cost/Share $10.93 Unrealized @ Report Date +0.9%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $15,895 Shares 404 Share Price $39.34 Est. Cost/Share $37.37 Unrealized @ Report Date +5.3%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $15,867 Shares 236 Share Price $67.23 * Est. Cost/Share $56.78 Unrealized @ Report Date +11.5%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $15,861 Shares 107 Share Price $148.23 Est. Cost/Share $177.95 Unrealized @ Report Date -16.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value $15,797 Shares 247 Share Price $63.96 * Est. Cost/Share $70.00 Unrealized @ Report Date -13.2%
AZO AUTOZONE INC COM 0.0%
Value $15,758 Shares 5 Share Price $3151.60 Est. Cost/Share $2550.38 Unrealized @ Report Date +23.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $15,378 Shares 152 Share Price $101.17 Est. Cost/Share $88.88 Unrealized @ Report Date +14.1%
PLD PROLOGIS INC. COM 0.0%
Value $15,301 Shares 117 Share Price $130.78 * Est. Cost/Share $111.93 Unrealized @ Report Date +9.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value $14,705 Shares 112 Share Price $131.29 * Est. Cost/Share $112.39 Unrealized @ Report Date +13.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $14,626 Shares 163 Share Price $89.73 Est. Cost/Share $82.75 Unrealized @ Report Date +8.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $14,599 Shares 30 Share Price $486.63 * Est. Cost/Share $435.80 Unrealized @ Report Date +6.6%
VB VANGUARD SMALL-CAP ETF 0.0%
Value $14,585 Shares 64 Share Price $227.89 Est. Cost/Share $185.46 Unrealized @ Report Date +23.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $14,576 Shares 71 Share Price $205.30 * Est. Cost/Share $170.67 Unrealized @ Report Date +16.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $14,548 Shares 4 Share Price $3637.00 Est. Cost/Share $1867.55 Unrealized @ Report Date +91.6%
WBS WEBSTER FINL CORP COM 0.0%
Value $14,163 Shares 279 Share Price $50.76 Est. Cost/Share $49.78 Unrealized @ Report Date +2.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $14,140 Shares 195 Share Price $72.51 * Est. Cost/Share $50.45 Unrealized @ Report Date +40.2%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value $13,638 Shares 149 Share Price $91.53 Est. Cost/Share $77.93 Unrealized @ Report Date +17.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $12,965 Shares 225 Share Price $57.62 * Est. Cost/Share $52.67 Unrealized @ Report Date +4.8%
STE STERIS PLC SHS USD 0.0%
Value $12,932 Shares 58 Share Price $222.97 Est. Cost/Share $195.87 Unrealized @ Report Date +13.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $12,753 Shares 142 Share Price $89.81 * Est. Cost/Share $63.88 Unrealized @ Report Date +33.8%
SYK STRYKER CORPORATION COM 0.0%
Value $12,627 Shares 35 Share Price $360.77 * Est. Cost/Share $281.34 Unrealized @ Report Date +25.2%
RELX RELX PLC SPONSORED ADR 0.0%
Value $12,545 Shares 290 Share Price $43.26 Est. Cost/Share $32.19 Unrealized @ Report Date +34.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $12,539 Shares 35 Share Price $358.26 * Est. Cost/Share $278.05 Unrealized @ Report Date +25.4%
DE DEERE & CO COM 0.0%
Value $12,450 Shares 30 Share Price $415.00 * Est. Cost/Share $367.88 Unrealized @ Report Date +8.9%
BDC BELDEN INC COM 0.0%
Value $12,246 Shares 132 Share Price $92.77 * Est. Cost/Share $85.20 Unrealized @ Report Date -4.7%
MCO MOODYS CORP COM 0.0%
Value $11,867 Shares 30 Share Price $395.57 Est. Cost/Share $310.36 Unrealized @ Report Date +25.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $11,867 Shares 1,002 Share Price $11.84 Est. Cost/Share $7.18 Unrealized @ Report Date +65.0%
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value $11,814 Shares 336 Share Price $35.16 * Est. Cost/Share $32.27 Unrealized @ Report Date +15.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $11,647 Shares 20 Share Price $582.35 Est. Cost/Share $558.70 Unrealized @ Report Date +3.4%
BMO BANK MONTREAL QUE COM 0.0%
Value $11,563 Shares 118 Share Price $97.99 * Est. Cost/Share $79.08 Unrealized @ Report Date +15.1%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value $11,540 Shares 200 Share Price $57.70 Est. Cost/Share $59.66 Unrealized @ Report Date -3.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $11,289 Shares 10 Share Price $1128.90 * Est. Cost/Share $61.07 Unrealized @ Report Date +23.2%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $11,269 Shares 316 Share Price $35.66 Est. Cost/Share $33.83 Unrealized @ Report Date +5.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $11,225 Shares 20 Share Price $561.25 * Est. Cost/Share $328.44 Unrealized @ Report Date +66.2%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $10,912 Shares 41 Share Price $266.15 * Est. Cost/Share $220.32 Unrealized @ Report Date +16.7%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $10,840 Shares 88 Share Price $123.18 Est. Cost/Share $118.31 Unrealized @ Report Date +4.1%
RRC RANGE RES CORP COM 0.0%
Value $10,758 Shares 312 Share Price $34.48 Est. Cost/Share $27.22 Unrealized @ Report Date +26.5%
TECK TECK RESOURCES LTD CL B 0.0%
Value $10,591 Shares 231 Share Price $45.85 Est. Cost/Share $40.15 Unrealized @ Report Date +14.0%
KLAC KLA CORP COM NEW 0.0%
Value $10,556 Shares 15 Share Price $703.73 * Est. Cost/Share $407.84 Unrealized @ Report Date +68.7%
ZTS ZOETIS INC CL A 0.0%
Value $10,216 Shares 60 Share Price $170.27 * Est. Cost/Share $168.11 Unrealized @ Report Date -1.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $10,196 Shares 108 Share Price $94.41 * Est. Cost/Share $43.30 Unrealized @ Report Date +9.0%
HASHICORP INC COM CL A 0.0%
Value $10,120 Shares 375 Share Price $26.99 Est. Cost/Share $22.86 Unrealized @ Report Date
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value $10,055 Shares 229 Share Price $43.91 * Est. Cost/Share $44.33 Unrealized @ Report Date +16.5%
OC OWENS CORNING NEW COM 0.0%
Value $9,841 Shares 59 Share Price $166.80 Est. Cost/Share $152.55 Unrealized @ Report Date +9.3%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $9,568 Shares 259 Share Price $36.94 * Est. Cost/Share $27.12 Unrealized @ Report Date +29.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $9,481 Shares 262 Share Price $36.19 Est. Cost/Share $32.44 Unrealized @ Report Date +11.6%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $9,319 Shares 7 Share Price $1331.29 Est. Cost/Share $1406.01 Unrealized @ Report Date -5.3%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $9,175 Shares 33 Share Price $278.03 * Est. Cost/Share $222.61 Unrealized @ Report Date +21.0%
MKL MARKEL GROUP INC COM 0.0%
Value $9,129 Shares 6 Share Price $1521.50 Est. Cost/Share $1466.28 Unrealized @ Report Date +3.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $9,063 Shares 148 Share Price $61.24 * Est. Cost/Share $19.35 Unrealized @ Report Date +5.2%
CME CME GROUP INC COM 0.0%
Value $9,035 Shares 42 Share Price $215.12 * Est. Cost/Share $163.59 Unrealized @ Report Date +24.0%
INSP INSPIRE MED SYS INC COM 0.0%
Value $9,021 Shares 42 Share Price $214.79 Est. Cost/Share $285.71 Unrealized @ Report Date -24.8%
AA ALCOA CORP COM 0.0%
Value $8,708 Shares 258 Share Price $33.75 Est. Cost/Share $35.15 Unrealized @ Report Date -5.9%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $8,517 Shares 126 Share Price $67.60 Est. Cost/Share $55.93 Unrealized @ Report Date +21.3%
XYZ BLOCK INC CL A 0.0%
Value $8,458 Shares 100 Share Price $84.58 Est. Cost/Share $61.70 Unrealized @ Report Date +37.1%
VALE VALE S A SPONSORED ADS 0.0%
Value $8,196 Shares 672 Share Price $12.20 Est. Cost/Share $14.13 Unrealized @ Report Date -13.7%
CVE CENOVUS ENERGY INC COM 0.0%
Value $7,930 Shares 397 Share Price $19.97 * Est. Cost/Share $15.70 Unrealized @ Report Date +21.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value $7,755 Shares 31 Share Price $250.16 * Est. Cost/Share $241.97 Unrealized @ Report Date -1.2%
COP CONOCOPHILLIPS COM 0.0%
Value $7,654 Shares 60 Share Price $127.57 * Est. Cost/Share $108.99 Unrealized @ Report Date +10.6%
CB CHUBB LIMITED COM 0.0%
Value $7,256 Shares 28 Share Price $259.14 Est. Cost/Share $241.21 Unrealized @ Report Date +5.7%
MRTN MARTEN TRANS LTD COM 0.0%
Value $7,195 Shares 389 Share Price $18.50 * Est. Cost/Share $20.16 Unrealized @ Report Date -11.0%
F FORD MTR CO DEL COM 0.0%
Value $7,089 Shares 534 Share Price $13.28 * Est. Cost/Share $10.11 Unrealized @ Report Date +17.4%
ATOSSA THERAPEUTICS INC COM 0.0%
Value $6,975 Shares 3,875 Share Price $1.80 Est. Cost/Share $1.80 Unrealized @ Report Date
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $6,581 Shares 115 Share Price $57.23 * Est. Cost/Share $72.40 Unrealized @ Report Date -26.0%
FDX FEDEX CORP COM 0.0%
Value $6,406 Shares 22 Share Price $291.18 * Est. Cost/Share $155.01 Unrealized @ Report Date +79.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value $6,385 Shares 15 Share Price $425.67 Est. Cost/Share $294.65 Unrealized @ Report Date +45.4%
VTV VANGUARD VALUE ETF 0.0%
Value $6,322 Shares 39 Share Price $162.10 Est. Cost/Share $137.74 Unrealized @ Report Date +18.2%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $6,250 Shares 138 Share Price $45.29 Est. Cost/Share $44.55 Unrealized @ Report Date +1.7%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $6,223 Shares 34 Share Price $183.03 Est. Cost/Share $176.49 Unrealized @ Report Date +3.5%
MRNA MODERNA INC COM 0.0%
Value $6,180 Shares 58 Share Price $106.55 Est. Cost/Share $100.80 Unrealized @ Report Date +5.7%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $5,990 Shares 45 Share Price $133.11 * Est. Cost/Share $125.21 Unrealized @ Report Date +2.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $5,986 Shares 15 Share Price $399.07 Est. Cost/Share $377.87 Unrealized @ Report Date +5.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $5,934 Shares 115 Share Price $51.60 Est. Cost/Share $50.08 Unrealized @ Report Date +3.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $5,559 Shares 21 Share Price $264.71 * Est. Cost/Share $243.42 Unrealized @ Report Date +11.1%
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value $4,935 Shares 131 Share Price $37.67 Est. Cost/Share $30.45 Unrealized @ Report Date +23.4%
SNPS SYNOPSYS INC COM 0.0%
Value $4,928 Shares 9 Share Price $547.56 * Est. Cost/Share $550.38 Unrealized @ Report Date +3.8%
LI LI AUTO INC SPONSORED ADS 0.0%
Value $4,644 Shares 153 Share Price $30.35 Est. Cost/Share $30.35 Unrealized @ Report Date
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $4,437 Shares 11 Share Price $403.36 Est. Cost/Share $298.92 Unrealized @ Report Date +34.6%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $4,309 Shares 90 Share Price $47.88 Est. Cost/Share $42.85 Unrealized @ Report Date +11.7%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $3,774 Shares 600 Share Price $6.29 Est. Cost/Share $6.73 Unrealized @ Report Date -6.5%
AGCO AGCO CORP COM 0.0%
Value $3,691 Shares 30 Share Price $123.03 * Est. Cost/Share $111.19 Unrealized @ Report Date +5.8%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $3,417 Shares 31 Share Price $110.23 * Est. Cost/Share $20.46 Unrealized @ Report Date +7.7%
IAC IAC INC COM NEW 0.0%
Value $3,254 Shares 61 Share Price $53.34 * Est. Cost/Share $43.17 Unrealized @ Report Date +1.4%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value $3,184 Shares 100 Share Price $31.84 Est. Cost/Share $31.84 Unrealized @ Report Date
DAR DARLING INGREDIENTS INC COM 0.0%
Value $3,023 Shares 65 Share Price $46.51 * Est. Cost/Share $44.02 Unrealized @ Report Date 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $2,931 Shares 249 Share Price $11.77 Est. Cost/Share $16.99 Unrealized @ Report Date
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $2,644 Shares 91 Share Price $29.05 * Est. Cost/Share $29.65 Unrealized @ Report Date -5.3%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $2,536 Shares 65 Share Price $39.02 * Est. Cost/Share $18.69 Unrealized @ Report Date +4.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $2,031 Shares 25 Share Price $81.24 * Est. Cost/Share $25.83 Unrealized @ Report Date +4.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $2,026 Shares 31 Share Price $65.35 Est. Cost/Share $66.65 Unrealized @ Report Date -1.9%
YUM YUM BRANDS INC COM 0.0%
Value $1,982 Shares 14 Share Price $141.57 * Est. Cost/Share $118.09 Unrealized @ Report Date +13.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $1,780 Shares 62 Share Price $28.71 Est. Cost/Share $31.74 Unrealized @ Report Date -9.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $1,654 Shares 76 Share Price $21.76 Est. Cost/Share $10.06 Unrealized @ Report Date +116.3%
ABNB AIRBNB INC COM CL A 0.0%
Value $1,650 Shares 10 Share Price $165.00 Est. Cost/Share $110.83 Unrealized @ Report Date +48.8%
IAU ISHARES GOLD TRUST 0.0%
Value $1,386 Shares 33 Share Price $42.00 Est. Cost/Share $36.72 Unrealized @ Report Date +14.4%
TWLO TWILIO INC CL A 0.0%
Value $1,345 Shares 22 Share Price $61.14 Est. Cost/Share $58.93 Unrealized @ Report Date +3.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $1,170 Shares 23 Share Price $50.87 Est. Cost/Share $50.69 Unrealized @ Report Date -0.2%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $817 Shares 43 Share Price $19.00 * Est. Cost/Share $21.69 Unrealized @ Report Date -19.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $508 Shares 13 Share Price $39.08 Est. Cost/Share $50.83 Unrealized @ Report Date -21.7%
DESKTOP METAL INC COM CL A 0.0%
Value $320 Shares 364 Share Price $0.88 Est. Cost/Share $0.88 Unrealized @ Report Date
SATS ECHOSTAR CORP CL A 0.0%
Value $295 Shares 21 Share Price $14.05 Est. Cost/Share $15.07 Unrealized @ Report Date -5.5%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value $265 Shares 5 Share Price $53.00 * Est. Cost/Share $62.13 Unrealized @ Report Date -7.4%
VO VANGUARD MID-CAP ETF 0.0%
Value $234 Shares 1 Share Price $234.00 * Est. Cost/Share $54.26 Unrealized @ Report Date +15.1%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value $182 Shares 30 Share Price $6.07 Est. Cost/Share $2.24 Unrealized @ Report Date +170.3%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value $159 Shares 1 Share Price $159.00 Est. Cost/Share $136.71 Unrealized @ Report Date
SNOW SNOWFLAKE INC CL A 0.0%
Value $149 Shares 1 Share Price $149.00 * Est. Cost/Share $152.57 Unrealized @ Report Date +5.9%
TLPH TALPHERA INC COM NEW 0.0%
Value $141 Shares 137 Share Price $1.03 Est. Cost/Share $2.81 Unrealized @ Report Date -63.3%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $37 Shares 1 Share Price $37.00 * Est. Cost/Share $46.41 Unrealized @ Report Date -1.7%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value $34 Shares 9 Share Price $3.78 Est. Cost/Share $3.13 Unrealized @ Report Date +21.9%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $31 Shares 1 Share Price $31.00 * Est. Cost/Share $24.92 Unrealized @ Report Date -1.6%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value $17 Shares 1 Share Price $17.00 * Est. Cost/Share $20.03 Unrealized @ Report Date +1.4%
SIFY TECHNOLOGIES LTD SPONSORED ADS 0.0%
Value $16 Shares 13 Share Price $1.23 Est. Cost/Share $1.15 Unrealized @ Report Date
BOWFLEX INC COM 0.0%
Value $1 Shares 27 Share Price $0.04 Est. Cost/Share $1.52 Unrealized @ Report Date
MOBILE TELESYSTEMS PUB JT STK SPONSORED ADR 0.0%
Value $0 Shares 20 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date