BERKSHIRE ASSET MANAGEMENT LLC/PA Diversified Active

CIK: 0000949012 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $1,888,426 (100.0% shares, 0.0% debt)

Holdings (234)

MSFT MICROSOFT CORP 4.9%
Value ($000) $93,283 Shares 221,723 Est. Cost $90.10 Unrealized +343.1%
JPM JPMORGAN CHASE & CO 4.2%
Value ($000) $79,904 Shares 398,923 Est. Cost $129.66 Unrealized +33.9%
ABBVIE INC 3.7%
Value ($000) $70,711 Shares 388,310 Est. Cost $67.39 Unrealized
NUE NUCOR CORP 3.5%
Value ($000) $66,962 Shares 338,361 Est. Cost $55.06 Unrealized +221.9%
CVX CHEVRON CORP NEW 3.2%
Value ($000) $60,034 Shares 380,589 Est. Cost $82.41 Unrealized +68.7%
BAC BANK AMERICA CORP 3.1%
Value ($000) $59,030 Shares 1,556,705 Est. Cost $24.27 Unrealized +35.2%
WM WASTE MGMT INC DEL 2.7%
Value ($000) $51,828 Shares 243,152 Est. Cost $90.02 Unrealized +112.2%
QCOM QUALCOMM INC 2.6%
Value ($000) $49,219 Shares 290,720 Est. Cost $80.46 Unrealized +84.6%
AAPL APPLE INC 2.5%
Value ($000) $46,481 Shares 271,057 Est. Cost $106.00 Unrealized +70.1%
MRK MERCK & CO INC 2.3%
Value ($000) $43,474 Shares 329,471 Est. Cost $47.12 Unrealized +145.7%
CSCO CISCO SYS INC 2.3%
Value ($000) $43,450 Shares 870,567 Est. Cost $45.53 Unrealized +3.7%
MDLZ MONDELEZ INTL INC 2.2%
Value ($000) $41,070 Shares 586,718 Est. Cost $50.42 Unrealized +36.7%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $39,695 Shares 250,931 Est. Cost $88.73 Unrealized +69.3%
LMT LOCKHEED MARTIN CORP 2.1%
Value ($000) $38,943 Shares 85,614 Est. Cost $228.22 Unrealized +82.2%
TE CONNECTIVITY LTD 2.0%
Value ($000) $36,950 Shares 254,408 Est. Cost $93.01 Unrealized
LOW LOWES COS INC 2.0%
Value ($000) $36,900 Shares 144,859 Est. Cost $192.37 Unrealized +15.4%
WMT WALMART INC 1.9%
Value ($000) $35,858 Shares 595,938 Est. Cost $46.78 Unrealized +19.8%
NSC NORFOLK SOUTHN CORP 1.9%
Value ($000) $35,784 Shares 140,401 Est. Cost $127.09 Unrealized +87.1%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $35,534 Shares 219,009 Est. Cost $69.38 Unrealized +116.0%
EMR EMERSON ELEC CO 1.9%
Value ($000) $34,979 Shares 308,402 Est. Cost $56.25 Unrealized +76.7%
BMY BRISTOL-MYERS SQUIBB CO 1.8%
Value ($000) $34,505 Shares 636,273 Est. Cost $41.36 Unrealized +11.6%
MCD MCDONALDS CORP 1.8%
Value ($000) $33,196 Shares 117,737 Est. Cost $125.14 Unrealized +122.2%
ABT ABBOTT LABS 1.7%
Value ($000) $32,813 Shares 288,697 Est. Cost $47.58 Unrealized +132.8%
CHUBB LIMITED 1.7%
Value ($000) $32,620 Shares 125,881 Est. Cost $192.56 Unrealized
HON HONEYWELL INTL INC 1.7%
Value ($000) $32,081 Shares 156,304 Est. Cost $94.34 Unrealized +91.6%
PNC PNC FINL SVCS GROUP INC 1.7%
Value ($000) $31,321 Shares 193,817 Est. Cost $87.63 Unrealized +61.1%
PPL PPL CORP 1.6%
Value ($000) $31,120 Shares 1,130,416 Est. Cost $22.44 Unrealized +11.3%
GIS GENERAL MLS INC 1.6%
Value ($000) $30,842 Shares 440,788 Est. Cost $40.11 Unrealized +51.0%
PEP PEPSICO INC 1.5%
Value ($000) $28,695 Shares 163,962 Est. Cost $121.24 Unrealized +29.7%
SCHW SCHWAB CHARLES CORP 1.5%
Value ($000) $27,990 Shares 386,928 Est. Cost $64.28 Unrealized -0.0%
DE DEERE & CO 1.5%
Value ($000) $27,460 Shares 66,856 Est. Cost $353.40 Unrealized +5.4%
MTB M & T BK CORP 1.4%
Value ($000) $26,606 Shares 182,932 Est. Cost $137.28 Unrealized -4.9%
KMI KINDER MORGAN INC DEL 1.1%
Value ($000) $21,604 Shares 1,177,959 Est. Cost $14.79 Unrealized +8.1%
EOG EOG RES INC 1.1%
Value ($000) $21,266 Shares 166,347 Est. Cost $105.83 Unrealized +4.3%
VB VANGUARD INDEX FDS 1.0%
Value ($000) $19,617 Shares 85,819 Est. Cost $177.55 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $19,233 Shares 76,976 Est. Cost $134.95 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $19,108 Shares 688,566 Est. Cost $20.93 Unrealized +17.8%
WPC WP CAREY INC 1.0%
Value ($000) $18,477 Shares 327,383 Est. Cost $66.64 Unrealized
PHM PULTE GROUP INC 1.0%
Value ($000) $18,367 Shares 152,268 Est. Cost $20.26 Unrealized +422.1%
WFC WELLS FARGO CO NEW 0.9%
Value ($000) $16,232 Shares 280,055 Est. Cost $33.66 Unrealized +48.9%
SCHM SCHWAB STRATEGIC TR 0.8%
Value ($000) $15,402 Shares 189,147 Est. Cost $68.01 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $14,897 Shares 381,778 Est. Cost $35.20 Unrealized
CONOCOPHILLIPS 0.7%
Value ($000) $14,083 Shares 110,644 Est. Cost $44.61 Unrealized
SPDR SER TR 0.7%
Value ($000) $13,331 Shares 309,725 Est. Cost $39.69 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $12,016 Shares 204,872 Est. Cost $52.77 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $10,333 Shares 84,449 Est. Cost $85.99 Unrealized +19.1%
SPDR S&P 500 ETF TR 0.5%
Value ($000) $9,939 Shares 19,001 Est. Cost $335.64 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $8,893 Shares 145,366 Est. Cost $31.32 Unrealized +81.0%
AMGN AMGEN INC 0.4%
Value ($000) $8,370 Shares 29,439 Est. Cost $124.62 Unrealized +121.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $7,788 Shares 18,519 Est. Cost $207.14 Unrealized +89.9%
IWF ISHARES TR 0.4%
Value ($000) $7,584 Shares 22,502 Est. Cost $218.82 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $7,293 Shares 78,652 Est. Cost $63.44 Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $6,952 Shares 188,404 Est. Cost $29.77 Unrealized +10.2%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $6,526 Shares 130,070 Est. Cost $42.15 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $6,102 Shares 80,309 Est. Cost $65.69 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $5,864 Shares 92,721 Est. Cost $39.74 Unrealized +32.2%
MEDTRONIC PLC 0.3%
Value ($000) $5,818 Shares 66,757 Est. Cost $82.27 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $5,502 Shares 124,559 Est. Cost $34.09 Unrealized +29.2%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $5,409 Shares 21,659 Est. Cost $118.28 Unrealized +98.1%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $5,387 Shares 86,810 Est. Cost $64.15 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $5,050 Shares 27,994 Est. Cost $120.58 Unrealized +38.4%
UNITEDHEALTH GROUP INC 0.2%
Value ($000) $4,706 Shares 9,512 Est. Cost $472.67 Unrealized
NVIDIA CORPORATION 0.2%
Value ($000) $4,119 Shares 4,558 Est. Cost $288.01 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,995 Shares 65,439 Est. Cost $44.33 Unrealized
EXXON MOBIL CORP 0.2%
Value ($000) $3,547 Shares 30,517 Est. Cost $76.03 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,538 Shares 84,703 Est. Cost $43.08 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $3,499 Shares 19,931 Est. Cost $64.22 Unrealized +81.3%
AVGO BROADCOM INC 0.2%
Value ($000) $3,464 Shares 2,613 Est. Cost $57.59 Unrealized +110.5%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,329 Shares 131,824 Est. Cost $27.56 Unrealized
ALPHABET INC 0.2%
Value ($000) $3,300 Shares 21,674 Est. Cost $137.80 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $3,260 Shares 8,498 Est. Cost $285.37 Unrealized +22.1%
IWM ISHARES TR 0.2%
Value ($000) $3,214 Shares 15,282 Est. Cost $174.36 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $3,109 Shares 23,663 Est. Cost $51.10 Unrealized +132.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $3,101 Shares 3,986 Est. Cost $331.06 Unrealized +112.2%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $3,092 Shares 27,097 Est. Cost $38.07 Unrealized +137.9%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,074 Shares 45,645 Est. Cost $52.47 Unrealized
ALPHABET INC 0.1%
Value ($000) $2,828 Shares 18,738 Est. Cost $162.35 Unrealized
VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,722 Shares 19,471 Est. Cost $136.71 Unrealized
ISHARES TR 0.1%
Value ($000) $2,665 Shares 39,570 Est. Cost $57.62 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $2,617 Shares 20,835 Est. Cost $42.99 Unrealized +161.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $2,479 Shares 28,797 Est. Cost $47.81 Unrealized +58.9%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,371 Shares 29,412 Est. Cost $72.28 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $2,356 Shares 29,024 Est. Cost $30.67 Unrealized +143.2%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $2,349 Shares 18,160 Est. Cost $51.27 Unrealized +112.2%
UNP UNION PAC CORP 0.1%
Value ($000) $2,329 Shares 9,470 Est. Cost $200.33 Unrealized +17.6%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,300 Shares 46,720 Est. Cost $39.71 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $2,216 Shares 12,371 Est. Cost $148.38 Unrealized
FLR FLUOR CORP NEW 0.1%
Value ($000) $2,114 Shares 50,000 Est. Cost $16.42 Unrealized +133.8%
VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $2,002 Shares 4,789 Est. Cost $316.00 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,975 Shares 8,674 Est. Cost $160.00 Unrealized +26.8%
RTX RTX CORPORATION 0.1%
Value ($000) $1,939 Shares 19,881 Est. Cost $75.92 Unrealized +14.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,903 Shares 3 Est. Cost $508913.20 Unrealized +16.7%
TETRA TECHNOLOGIES INC DEL 0.1%
Value ($000) $1,863 Shares 420,625 Est. Cost $0.93 Unrealized
VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,843 Shares 43,935 Est. Cost $46.63 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $1,820 Shares 22,791 Est. Cost $62.57 Unrealized
T AT&T INC 0.1%
Value ($000) $1,788 Shares 101,595 Est. Cost $14.79 Unrealized +5.6%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $1,766 Shares 92,211 Est. Cost $41.47 Unrealized -47.6%
IJH ISHARES TR 0.1%
Value ($000) $1,693 Shares 27,875 Est. Cost $94.45 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,607 Shares 9,224 Est. Cost $95.11 Unrealized +66.0%
COMCAST CORP NEW 0.1%
Value ($000) $1,576 Shares 36,365 Est. Cost $45.64 Unrealized
META PLATFORMS INC 0.1%
Value ($000) $1,556 Shares 3,205 Est. Cost $218.26 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,533 Shares 5,712 Est. Cost $217.67 Unrealized +13.8%
NEXTERA ENERGY INC 0.1%
Value ($000) $1,532 Shares 23,973 Est. Cost $86.36 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,507 Shares 7,288 Est. Cost $131.17 Unrealized +30.1%
RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $1,446 Shares 64,506 Est. Cost $20.05 Unrealized
BAKER HUGHES COMPANY 0.1%
Value ($000) $1,425 Shares 42,546 Est. Cost $31.53 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,412 Shares 7,395 Est. Cost $124.55 Unrealized +38.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,406 Shares 5,803 Est. Cost $268.89 Unrealized -13.5%
EXPEDIA GROUP INC 0.1%
Value ($000) $1,378 Shares 10,000 Est. Cost $103.07 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,355 Shares 11,000 Est. Cost $118.87 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $1,349 Shares 46,217 Est. Cost $42.88 Unrealized -30.8%
IWN ISHARES TR 0.1%
Value ($000) $1,332 Shares 8,389 Est. Cost $136.16 Unrealized
VISA INC 0.1%
Value ($000) $1,310 Shares 4,695 Est. Cost $225.46 Unrealized
ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $1,216 Shares 20,000 Est. Cost $56.72 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $1,205 Shares 4,016 Est. Cost $243.70 Unrealized
VIATRIS INC 0.1%
Value ($000) $1,188 Shares 99,465 Est. Cost $12.92 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $1,182 Shares 25,036 Est. Cost $27.54 Unrealized +58.8%
ACWI ISHARES TR 0.1%
Value ($000) $1,163 Shares 10,556 Est. Cost $83.93 Unrealized
ALTRIA GROUP INC 0.1%
Value ($000) $1,122 Shares 25,728 Est. Cost $42.23 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,111 Shares 4,268 Est. Cost $205.84 Unrealized +22.9%
CBU COMMUNITY BK SYS INC 0.1%
Value ($000) $1,103 Shares 22,960 Est. Cost $46.58 Unrealized -6.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,066 Shares 2,908 Est. Cost $233.96 Unrealized +33.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,062 Shares 11,587 Est. Cost $55.38 Unrealized +53.4%
MS MORGAN STANLEY 0.1%
Value ($000) $1,062 Shares 11,282 Est. Cost $48.82 Unrealized +70.5%
BIDU BAIDU INC 0.1%
Value ($000) $1,053 Shares 10,000 Est. Cost $105.30 Unrealized
HERTZ GLOBAL HLDGS INC 0.1%
Value ($000) $979 Shares 125,090 Est. Cost $12.95 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $933 Shares 8,438 Est. Cost $95.74 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $917 Shares 7,087 Est. Cost $88.26 Unrealized +29.3%
INVESCO QQQ TR 0.0%
Value ($000) $853 Shares 1,920 Est. Cost $320.95 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $801 Shares 5,392 Est. Cost $158.15 Unrealized -13.8%
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $766 Shares 4,524 Est. Cost $158.23 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $744 Shares 20,000 Est. Cost $12.44 Unrealized +160.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $731 Shares 3,432 Est. Cost $192.12 Unrealized +5.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $716 Shares 10,565 Est. Cost $49.96 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $704 Shares 2,044 Est. Cost $223.09 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $698 Shares 6,883 Est. Cost $77.74 Unrealized +21.7%
OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $687 Shares 609 Est. Cost $899.96 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $684 Shares 1,422 Est. Cost $326.94 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $636 Shares 1,903 Est. Cost $235.54 Unrealized +29.2%
FREEPORT-MCMORAN INC 0.0%
Value ($000) $635 Shares 13,502 Est. Cost $21.37 Unrealized
TARGET CORP 0.0%
Value ($000) $634 Shares 3,578 Est. Cost $165.65 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $615 Shares 7,500 Est. Cost $71.44 Unrealized -3.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $607 Shares 1,092 Est. Cost $354.45 Unrealized +40.7%
SELECT SECTOR SPDR TR 0.0%
Value ($000) $601 Shares 6,371 Est. Cost $52.85 Unrealized
SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $585 Shares 6,286 Est. Cost $66.12 Unrealized
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $575 Shares 7,306 Est. Cost $73.61 Unrealized
MASTERCARD INCORPORATED 0.0%
Value ($000) $569 Shares 1,181 Est. Cost $366.74 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $564 Shares 1,968 Est. Cost $183.47 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $564 Shares 7,306 Est. Cost $25.51 Unrealized +33.2%
CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $560 Shares 12,792 Est. Cost $83.40 Unrealized
PENNS WOODS BANCORP INC 0.0%
Value ($000) $553 Shares 28,468 Est. Cost $24.39 Unrealized
KELLANOVA 0.0%
Value ($000) $542 Shares 9,469 Est. Cost $47.80 Unrealized +8.7%
SELECT SECTOR SPDR TR 0.0%
Value ($000) $542 Shares 8,255 Est. Cost $64.35 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $540 Shares 34,329 Est. Cost $10.45 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $532 Shares 1,882 Est. Cost $217.74 Unrealized +18.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $532 Shares 2,689 Est. Cost $170.79 Unrealized +9.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $529 Shares 3,891 Est. Cost $93.02 Unrealized
ISHARES INC 0.0%
Value ($000) $526 Shares 7,376 Est. Cost $60.28 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $517 Shares 6,805 Est. Cost $72.25 Unrealized
FNCB BANCORP INC 0.0%
Value ($000) $513 Shares 84,535 Est. Cost $6.94 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $511 Shares 732 Est. Cost $383.34 Unrealized +64.8%
PIONEER NAT RES CO 0.0%
Value ($000) $510 Shares 1,941 Est. Cost $204.31 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $503 Shares 4,267 Est. Cost $57.76 Unrealized +55.5%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $500 Shares 5,821 Est. Cost $55.16 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $490 Shares 4,296 Est. Cost $81.06 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $474 Shares 1,914 Est. Cost $232.23 Unrealized -0.7%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $465 Shares 757 Est. Cost $388.35 Unrealized +39.0%
USB US BANCORP DEL 0.0%
Value ($000) $460 Shares 10,295 Est. Cost $32.02 Unrealized +20.7%
GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $457 Shares 5,030 Est. Cost $82.03 Unrealized
FEDEX CORP 0.0%
Value ($000) $456 Shares 1,574 Est. Cost $228.49 Unrealized
AMERIPRISE FINL INC 0.0%
Value ($000) $451 Shares 1,029 Est. Cost $310.65 Unrealized
BIOGEN INC 0.0%
Value ($000) $446 Shares 2,067 Est. Cost $278.03 Unrealized
LITMAN GREGORY FDS TR 0.0%
Value ($000) $430 Shares 37,957 Est. Cost $10.67 Unrealized
SPDR SER TR 0.0%
Value ($000) $426 Shares 9,037 Est. Cost $41.95 Unrealized
VANECK ETF TRUST 0.0%
Value ($000) $424 Shares 1,886 Est. Cost $205.98 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $423 Shares 4,371 Est. Cost $81.22 Unrealized +3.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $420 Shares 2,298 Est. Cost $87.95 Unrealized
BLACKROCK INC 0.0%
Value ($000) $416 Shares 498 Est. Cost $668.44 Unrealized
JOHNSON CTLS INTL PLC 0.0%
Value ($000) $403 Shares 6,173 Est. Cost $61.89 Unrealized
PROSHARES TR 0.0%
Value ($000) $397 Shares 5,124 Est. Cost $50.20 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $395 Shares 3,214 Est. Cost $104.30 Unrealized +9.9%
COSTCO WHSL CORP NEW 0.0%
Value ($000) $393 Shares 536 Est. Cost $660.08 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $389 Shares 3,101 Est. Cost $101.09 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $384 Shares 5,728 Est. Cost $57.54 Unrealized
VALERO ENERGY CORP 0.0%
Value ($000) $375 Shares 2,199 Est. Cost $137.44 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $369 Shares 6,341 Est. Cost $43.10 Unrealized +27.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $347 Shares 2,074 Est. Cost $135.27 Unrealized +15.8%
LINDE PLC 0.0%
Value ($000) $340 Shares 733 Est. Cost $355.46 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $339 Shares 401 Est. Cost $49.83 Unrealized +69.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $335 Shares 4,201 Est. Cost $74.33 Unrealized -4.7%
ISHARES TR 0.0%
Value ($000) $334 Shares 9,750 Est. Cost $32.35 Unrealized
SPDR GOLD TR 0.0%
Value ($000) $328 Shares 1,594 Est. Cost $183.17 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $323 Shares 2,672 Est. Cost $74.95 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $318 Shares 1,270 Est. Cost $186.15 Unrealized +27.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $317 Shares 506 Est. Cost $370.76 Unrealized +62.1%
ZOETIS INC 0.0%
Value ($000) $315 Shares 1,863 Est. Cost $166.44 Unrealized
MMM 3M CO 0.0%
Value ($000) $312 Shares 2,941 Est. Cost $84.88 Unrealized -6.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $311 Shares 1,244 Est. Cost $223.15 Unrealized +8.2%
DUPONT DE NEMOURS INC 0.0%
Value ($000) $305 Shares 3,983 Est. Cost $72.59 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $301 Shares 2,479 Est. Cost $111.55 Unrealized +8.2%
GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $300 Shares 718 Est. Cost $327.11 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $298 Shares 5,574 Est. Cost $51.89 Unrealized -10.1%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $296 Shares 570 Est. Cost $455.09 Unrealized +5.9%
QUANTA SVCS INC 0.0%
Value ($000) $291 Shares 1,121 Est. Cost $196.45 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $290 Shares 21,870 Est. Cost $9.16 Unrealized +16.7%
BP BP PLC 0.0%
Value ($000) $280 Shares 7,443 Est. Cost $37.89 Unrealized
CSX CSX CORP 0.0%
Value ($000) $277 Shares 7,474 Est. Cost $30.03 Unrealized +18.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $276 Shares 3,592 Est. Cost $71.81 Unrealized -9.8%
SELECT SECTOR SPDR TR 0.0%
Value ($000) $274 Shares 6,516 Est. Cost $31.51 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $273 Shares 2,167 Est. Cost $115.68 Unrealized +1.4%
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $271 Shares 3,128 Est. Cost $101.59 Unrealized
PROFIRE ENERGY INC 0.0%
Value ($000) $268 Shares 144,664 Est. Cost $1.30 Unrealized
COINBASE GLOBAL INC 0.0%
Value ($000) $267 Shares 1,007 Est. Cost $265.14 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $262 Shares 722 Est. Cost $276.18 Unrealized +15.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $260 Shares 15,896 Est. Cost $20.80 Unrealized -21.8%
DOLBY LABORATORIES INC 0.0%
Value ($000) $259 Shares 3,094 Est. Cost $85.37 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $251 Shares 3,650 Est. Cost $45.33 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $248 Shares 949 Est. Cost $46.33 Unrealized 0.0%
DEVON ENERGY CORP NEW 0.0%
Value ($000) $246 Shares 4,903 Est. Cost $47.70 Unrealized
FISV FISERV INC 0.0%
Value ($000) $240 Shares 1,500 Est. Cost $145.64 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $238 Shares 3,782 Est. Cost $74.24 Unrealized -26.2%
UBER TECHNOLOGIES INC 0.0%
Value ($000) $238 Shares 3,097 Est. Cost $76.85 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $237 Shares 1,448 Est. Cost $134.98 Unrealized 0.0%
KMX CARMAX INC 0.0%
Value ($000) $233 Shares 2,680 Est. Cost $75.64 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $232 Shares 855 Est. Cost $227.09 Unrealized
ENCORE WIRE CORP 0.0%
Value ($000) $230 Shares 875 Est. Cost $262.86 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $222 Shares 4,301 Est. Cost $61.09 Unrealized -13.1%
ADOBE INC 0.0%
Value ($000) $220 Shares 436 Est. Cost $491.95 Unrealized
CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $218 Shares 679 Est. Cost $321.06 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $214 Shares 369 Est. Cost $557.71 Unrealized 0.0%
WISDOMTREE TR 0.0%
Value ($000) $208 Shares 4,257 Est. Cost $48.86 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $205 Shares 1,595 Est. Cost $113.40 Unrealized 0.0%
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $204 Shares 6,586 Est. Cost $30.97 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $201 Shares 46,875 Est. Cost $4.94 Unrealized 0.0%