Silicon Valley Capital Partners Diversified Active

Location: San Jose, CA

CIK: 0001673633 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value: $727M (100.0% shares, 0.0% debt)

Holdings (309)

SPY SPDR S&P 500 ETF TRUST 12.0%
Value $87.17M Shares 160,168 Share Price $544.22 Est. Cost/Share $457.88 Unrealized @ Report Date +18.9%
SPGP INVESCO S&P 500 GARP ETF 10.0%
Value $72.33M Shares 703,773 Share Price $102.78 Est. Cost/Share $92.56 Unrealized @ Report Date +11.0%
QQQ INVESCO QQQ TRUST SERIES I 8.9%
Value $64.42M Shares 134,448 Share Price $479.11 Est. Cost/Share $383.07 Unrealized @ Report Date +25.1%
AAPL APPLE INC COM 6.5%
Value $47.38M Shares 224,944 Share Price $210.62 Est. Cost/Share $128.12 Unrealized @ Report Date +63.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 5.6%
Value $40.79M Shares 70,743 Share Price $576.59 * Est. Cost/Share $55.60 Unrealized @ Report Date +29.6%
MSFT MICROSOFT CORP COM 5.5%
Value $40.06M Shares 89,626 Share Price $446.95 Est. Cost/Share $255.41 Unrealized @ Report Date +73.1%
GOOGL ALPHABET INC CAP STK CL A 4.6%
Value $33.75M Shares 185,279 Share Price $182.15 Est. Cost/Share $115.95 Unrealized @ Report Date +56.1%
NVDA NVIDIA CORPORATION COM 4.6%
Value $33.26M Shares 269,241 Share Price $123.54 Est. Cost/Share $93.82 Unrealized @ Report Date +31.6%
IVW ISHARES S&P 500 GROWTH ETF 3.7%
Value $26.75M Shares 289,112 Share Price $92.54 Est. Cost/Share $67.80 Unrealized @ Report Date +36.5%
AMZN AMAZON COM INC COM 2.6%
Value $19.05M Shares 98,595 Share Price $193.25 Est. Cost/Share $130.78 Unrealized @ Report Date +47.8%
VUG VANGUARD GROWTH ETF 2.3%
Value $16.65M Shares 44,521 Share Price $374.01 * Est. Cost/Share $32.63 Unrealized @ Report Date +91.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 2.0%
Value $14.54M Shares 135,961 Share Price $106.95 Est. Cost/Share $85.81 Unrealized @ Report Date +24.6%
MGV VANGUARD MEGA CAP VALUE ETF 2.0%
Value $14.51M Shares 122,465 Share Price $118.50 Est. Cost/Share $100.45 Unrealized @ Report Date +18.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value $11.21M Shares 27,568 Share Price $406.81 Est. Cost/Share $326.46 Unrealized @ Report Date +24.6%
COST COSTCO WHSL CORP NEW COM 1.5%
Value $10.57M Shares 12,438 Share Price $850.02 Est. Cost/Share $513.87 Unrealized @ Report Date +64.1%
META META PLATFORMS INC CL A 1.4%
Value $10.52M Shares 20,864 Share Price $504.22 Est. Cost/Share $313.32 Unrealized @ Report Date +60.1%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 1.3%
Value $9.746M Shares 139,363 Share Price $69.93 Est. Cost/Share $47.04 Unrealized @ Report Date +48.7%
SBUX STARBUCKS CORP COM 1.3%
Value $9.563M Shares 122,843 Share Price $77.85 * Est. Cost/Share $86.43 Unrealized @ Report Date -13.3%
CRM SALESFORCE INC COM 1.3%
Value $9.357M Shares 36,393 Share Price $257.10 Est. Cost/Share $238.17 Unrealized @ Report Date +6.8%
AXP AMERICAN EXPRESS CO COM 1.3%
Value $9.201M Shares 39,737 Share Price $231.55 Est. Cost/Share $160.42 Unrealized @ Report Date +41.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 1.2%
Value $9.039M Shares 8,838 Share Price $1022.77 Est. Cost/Share $603.56 Unrealized @ Report Date +69.4%
BAC BANK AMERICA CORP COM 1.2%
Value $9.018M Shares 226,753 Share Price $39.77 * Est. Cost/Share $30.68 Unrealized @ Report Date +25.2%
USB US BANCORP DEL COM NEW 1.2%
Value $8.864M Shares 223,285 Share Price $39.70 * Est. Cost/Share $35.67 Unrealized @ Report Date +4.3%
MDT MEDTRONIC PLC SHS 1.2%
Value $8.45M Shares 107,357 Share Price $78.71 * Est. Cost/Share $76.56 Unrealized @ Report Date -1.2%
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value $8.353M Shares 16,403 Share Price $509.25 * Est. Cost/Share $482.05 Unrealized @ Report Date +2.3%
NOW SERVICENOW INC COM 1.1%
Value $8.291M Shares 10,540 Share Price $786.66 * Est. Cost/Share $100.04 Unrealized @ Report Date +57.3%
APD AIR PRODS & CHEMS INC COM 1.1%
Value $8.287M Shares 32,114 Share Price $258.05 * Est. Cost/Share $252.12 Unrealized @ Report Date -2.2%
XOM EXXON MOBIL CORP COM 1.1%
Value $8.225M Shares 71,450 Share Price $115.12 * Est. Cost/Share $98.01 Unrealized @ Report Date +11.5%
HD HOME DEPOT INC COM 1.1%
Value $7.853M Shares 22,813 Share Price $344.24 * Est. Cost/Share $291.82 Unrealized @ Report Date +13.8%
MRK MERCK & CO INC COM 1.1%
Value $7.843M Shares 63,353 Share Price $123.80 * Est. Cost/Share $100.65 Unrealized @ Report Date +16.8%
BX BLACKSTONE INC COM 1.0%
Value $7.408M Shares 59,840 Share Price $123.80 * Est. Cost/Share $91.94 Unrealized @ Report Date +29.2%
V VISA INC COM CL A 1.0%
Value $7.375M Shares 28,097 Share Price $262.47 Est. Cost/Share $224.37 Unrealized @ Report Date +15.7%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value $4.904M Shares 30,233 Share Price $162.21 Est. Cost/Share $88.94 Unrealized @ Report Date +82.4%
MGK VANGUARD MEGA CAP GROWTH ETF 0.4%
Value $3.117M Shares 9,920 Share Price $314.20 * Est. Cost/Share $36.73 Unrealized @ Report Date +71.1%
ADBE ADOBE INC COM 0.4%
Value $2.956M Shares 5,321 Share Price $555.55 Est. Cost/Share $544.43 Unrealized @ Report Date +2.0%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value $2.366M Shares 12,899 Share Price $183.42 Est. Cost/Share $119.45 Unrealized @ Report Date +52.6%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value $2.102M Shares 28,919 Share Price $72.68 Est. Cost/Share $49.40 Unrealized @ Report Date +47.1%
JPM JPMORGAN CHASE & CO. COM 0.3%
Value $1.965M Shares 9,713 Share Price $202.26 * Est. Cost/Share $154.49 Unrealized @ Report Date +26.7%
INTU INTUIT COM 0.3%
Value $1.86M Shares 2,831 Share Price $657.17 Est. Cost/Share $314.30 Unrealized @ Report Date +107.1%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value $1.515M Shares 23,837 Share Price $63.54 Est. Cost/Share $45.64 Unrealized @ Report Date +39.2%
AVGO BROADCOM INC COM 0.2%
Value $1.238M Shares 771 Share Price $1606.33 * Est. Cost/Share $79.39 Unrealized @ Report Date +99.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value $1.099M Shares 3,015 Share Price $364.51 * Est. Cost/Share $54.88 Unrealized @ Report Date +66.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value $1.054M Shares 2,108 Share Price $500.16 Est. Cost/Share $323.72 Unrealized @ Report Date +54.5%
ORCL ORACLE CORP COM 0.1%
Value $1.033M Shares 7,318 Share Price $141.20 Est. Cost/Share $86.14 Unrealized @ Report Date +61.5%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $1.004M Shares 1,835 Share Price $547.13 Est. Cost/Share $382.45 Unrealized @ Report Date +43.1%
CVX CHEVRON CORP NEW COM 0.1%
Value $864K Shares 5,525 Share Price $156.43 * Est. Cost/Share $139.59 Unrealized @ Report Date +4.8%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value $796K Shares 4,530 Share Price $175.80 Est. Cost/Share $148.67 Unrealized @ Report Date +18.2%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $757K Shares 12,009 Share Price $63.03 * Est. Cost/Share $59.39 Unrealized @ Report Date +2.9%
EQIX EQUINIX INC COM 0.1%
Value $729K Shares 963 Share Price $756.53 * Est. Cost/Share $786.18 Unrealized @ Report Date -6.8%
TGT TARGET CORP COM 0.1%
Value $665K Shares 4,493 Share Price $148.04 * Est. Cost/Share $157.63 Unrealized @ Report Date -11.4%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value $650K Shares 9,300 Share Price $69.90 Est. Cost/Share $68.06 Unrealized @ Report Date +2.1%
ADSK AUTODESK INC COM 0.1%
Value $591K Shares 2,389 Share Price $247.45 Est. Cost/Share $139.98 Unrealized @ Report Date +76.8%
MA MASTERCARD INCORPORATED CL A 0.1%
Value $525K Shares 1,190 Share Price $441.29 Est. Cost/Share $342.69 Unrealized @ Report Date +27.6%
JNJ JOHNSON & JOHNSON COM 0.1%
Value $522K Shares 3,568 Share Price $146.17 * Est. Cost/Share $139.87 Unrealized @ Report Date -0.2%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $501K Shares 3,809 Share Price $131.54 Est. Cost/Share $112.49 Unrealized @ Report Date +16.2%
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value $495K Shares 9,300 Share Price $53.24 * Est. Cost/Share $42.88 Unrealized @ Report Date +12.2%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value $443K Shares 5,749 Share Price $77.01 Est. Cost/Share $38.89 Unrealized @ Report Date +98.0%
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.1%
Value $411K Shares 4,106 Share Price $100.07 Est. Cost/Share $99.91 Unrealized @ Report Date +0.2%
PFE PFIZER INC COM 0.1%
Value $404K Shares 14,448 Share Price $27.98 * Est. Cost/Share $26.92 Unrealized @ Report Date -5.9%
MNDY MONDAY COM LTD SHS 0.1%
Value $403K Shares 1,673 Share Price $240.80 * Est. Cost/Share $236.88 Unrealized @ Report Date -11.0%
TSLA TESLA INC COM 0.0%
Value $359K Shares 1,815 Share Price $197.87 Est. Cost/Share $271.91 Unrealized @ Report Date -27.2%
REVANCE THERAPEUTICS INC COM 0.0%
Value $349K Shares 135,788 Share Price $2.57 Est. Cost/Share $2.57 Unrealized @ Report Date
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $334K Shares 984 Share Price $338.94 * Est. Cost/Share $109.98 Unrealized @ Report Date +54.1%
CSCO CISCO SYS INC COM 0.0%
Value $325K Shares 6,850 Share Price $47.51 * Est. Cost/Share $50.37 Unrealized @ Report Date -10.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $319K Shares 5,457 Share Price $58.52 Est. Cost/Share $56.09 Unrealized @ Report Date +4.3%
NFLX NETFLIX INC COM 0.0%
Value $283K Shares 420 Share Price $674.88 * Est. Cost/Share $52.29 Unrealized @ Report Date +29.1%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $269K Shares 806 Share Price $333.61 * Est. Cost/Share $36.10 Unrealized @ Report Date +53.9%
TRMB TRIMBLE INC COM 0.0%
Value $226K Shares 4,044 Share Price $55.92 Est. Cost/Share $37.50 Unrealized @ Report Date +49.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value $219K Shares 1,536 Share Price $142.76 Est. Cost/Share $108.29 Unrealized @ Report Date +31.8%
LLY ELI LILLY & CO COM 0.0%
Value $217K Shares 239 Share Price $905.92 Est. Cost/Share $545.49 Unrealized @ Report Date +64.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $209K Shares 1,076 Share Price $194.45 * Est. Cost/Share $234.53 Unrealized @ Report Date -21.2%
ZS ZSCALER INC COM 0.0%
Value $199K Shares 1,036 Share Price $192.23 Est. Cost/Share $177.98 Unrealized @ Report Date +8.0%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value $198K Shares 3,361 Share Price $58.86 Est. Cost/Share $50.26 Unrealized @ Report Date +17.1%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $195K Shares 656 Share Price $297.46 Est. Cost/Share $211.69 Unrealized @ Report Date +40.6%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $179K Shares 1,595 Share Price $112.42 Est. Cost/Share $109.92 Unrealized @ Report Date +2.3%
AMAT APPLIED MATLS INC COM 0.0%
Value $178K Shares 756 Share Price $235.97 Est. Cost/Share $145.81 Unrealized @ Report Date +59.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $176K Shares 330 Share Price $534.50 Est. Cost/Share $442.21 Unrealized @ Report Date +21.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value $173K Shares 793 Share Price $217.99 Est. Cost/Share $216.84 Unrealized @ Report Date +0.6%
AMGN AMGEN INC COM 0.0%
Value $170K Shares 545 Share Price $312.19 * Est. Cost/Share $238.05 Unrealized @ Report Date +25.2%
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.0%
Value $168K Shares 6,477 Share Price $25.99 Est. Cost/Share $24.57 Unrealized @ Report Date +5.8%
DINT DAVIS SELECT INTERNATIONAL ETF 0.0%
Value $161K Shares 8,087 Share Price $19.89 Est. Cost/Share $18.21 Unrealized @ Report Date +9.3%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $160K Shares 2,173 Share Price $73.83 * Est. Cost/Share $28.43 Unrealized @ Report Date +29.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $155K Shares 1,454 Share Price $106.58 Est. Cost/Share $115.32 Unrealized @ Report Date -7.6%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $146K Shares 9,515 Share Price $15.36 * Est. Cost/Share $13.14 Unrealized @ Report Date -1.4%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $136K Shares 551 Share Price $246.70 Est. Cost/Share $181.46 Unrealized @ Report Date +35.9%
ARKK ARK INNOVATION ETF 0.0%
Value $127K Shares 2,889 Share Price $43.96 Est. Cost/Share $35.74 Unrealized @ Report Date +23.0%
ABBV ABBVIE INC COM 0.0%
Value $124K Shares 721 Share Price $171.57 * Est. Cost/Share $137.22 Unrealized @ Report Date +18.7%
FROG JFROG LTD ORD SHS 0.0%
Value $123K Shares 3,279 Share Price $37.55 Est. Cost/Share $21.03 Unrealized @ Report Date +78.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $120K Shares 94 Share Price $1281.32 * Est. Cost/Share $680.10 Unrealized @ Report Date +66.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $112K Shares 292 Share Price $382.75 Est. Cost/Share $250.68 Unrealized @ Report Date +52.9%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $111K Shares 104 Share Price $1069.56 * Est. Cost/Share $94.31 Unrealized @ Report Date +11.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $106K Shares 397 Share Price $267.39 Est. Cost/Share $192.72 Unrealized @ Report Date +38.8%
ABT ABBOTT LABS COM 0.0%
Value $106K Shares 1,019 Share Price $103.89 * Est. Cost/Share $97.90 Unrealized @ Report Date +3.1%
NKE NIKE INC CL B 0.0%
Value $96,812 Shares 1,284 Share Price $75.40 * Est. Cost/Share $96.93 Unrealized @ Report Date -24.8%
KLAC KLA CORP COM NEW 0.0%
Value $94,933 Shares 115 Share Price $825.50 Est. Cost/Share $686.62 Unrealized @ Report Date +18.5%
WMT WALMART INC COM 0.0%
Value $94,106 Shares 1,390 Share Price $67.70 Est. Cost/Share $52.58 Unrealized @ Report Date +26.9%
BP BP PLC SPONSORED ADR 0.0%
Value $92,152 Shares 2,553 Share Price $36.10 Est. Cost/Share $30.86 Unrealized @ Report Date +17.0%
MCD MCDONALDS CORP COM 0.0%
Value $91,847 Shares 360 Share Price $255.13 * Est. Cost/Share $252.52 Unrealized @ Report Date -2.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $91,148 Shares 300 Share Price $303.83 * Est. Cost/Share $274.84 Unrealized @ Report Date +7.9%
OKTA OKTA INC CL A 0.0%
Value $88,649 Shares 947 Share Price $93.61 Est. Cost/Share $57.10 Unrealized @ Report Date +63.9%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $87,374 Shares 187 Share Price $467.24 * Est. Cost/Share $426.55 Unrealized @ Report Date +5.1%
RBLX ROBLOX CORP CL A 0.0%
Value $82,670 Shares 2,222 Share Price $37.21 Est. Cost/Share $35.60 Unrealized @ Report Date +4.5%
CSL CARLISLE COS INC COM 0.0%
Value $77,336 Shares 191 Share Price $404.90 Est. Cost/Share $268.62 Unrealized @ Report Date +48.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $74,031 Shares 426 Share Price $173.78 Est. Cost/Share $93.02 Unrealized @ Report Date +86.9%
HUM HUMANA INC COM 0.0%
Value $70,378 Shares 188 Share Price $374.35 * Est. Cost/Share $428.21 Unrealized @ Report Date -14.5%
ARISTA NETWORKS INC COM 0.0%
Value $68,314 Shares 195 Share Price $350.33 Est. Cost/Share $289.86 Unrealized @ Report Date
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $67,943 Shares 1,375 Share Price $49.41 Est. Cost/Share $43.27 Unrealized @ Report Date +14.2%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $66,991 Shares 774 Share Price $86.55 Est. Cost/Share $62.67 Unrealized @ Report Date +37.9%
PG PROCTER AND GAMBLE CO COM 0.0%
Value $66,735 Shares 405 Share Price $164.78 * Est. Cost/Share $133.94 Unrealized @ Report Date +18.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value $64,950 Shares 1,094 Share Price $59.37 * Est. Cost/Share $44.38 Unrealized @ Report Date +29.2%
SNPS SYNOPSYS INC COM 0.0%
Value $64,637 Shares 109 Share Price $593.00 Est. Cost/Share $564.22 Unrealized @ Report Date +5.5%
ADI ANALOG DEVICES INC COM 0.0%
Value $64,598 Shares 283 Share Price $228.26 * Est. Cost/Share $178.40 Unrealized @ Report Date +24.8%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $61,550 Shares 200 Share Price $307.75 Est. Cost/Share $296.08 Unrealized @ Report Date +3.9%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $60,410 Shares 425 Share Price $142.14 Est. Cost/Share $101.01 Unrealized @ Report Date
PEP PEPSICO INC COM 0.0%
Value $59,826 Shares 363 Share Price $164.81 * Est. Cost/Share $159.92 Unrealized @ Report Date -2.4%
SLGN SILGAN HLDGS INC COM 0.0%
Value $59,767 Shares 1,412 Share Price $42.33 Est. Cost/Share $42.14 Unrealized @ Report Date +0.5%
PSTG PURE STORAGE INC CL A 0.0%
Value $57,596 Shares 897 Share Price $64.21 Est. Cost/Share $32.93 Unrealized @ Report Date +95.0%
DDOG DATADOG INC CL A COM 0.0%
Value $56,415 Shares 435 Share Price $129.69 Est. Cost/Share $78.12 Unrealized @ Report Date +66.0%
EME EMCOR GROUP INC COM 0.0%
Value $54,845 Shares 150 Share Price $365.63 Est. Cost/Share $208.84 Unrealized @ Report Date +74.3%
ENB ENBRIDGE INC COM 0.0%
Value $54,406 Shares 1,529 Share Price $35.58 * Est. Cost/Share $31.55 Unrealized @ Report Date +3.1%
KKR KKR & CO INC COM 0.0%
Value $53,377 Shares 507 Share Price $105.28 Est. Cost/Share $51.41 Unrealized @ Report Date +103.0%
MOD MODINE MFG CO COM 0.0%
Value $53,301 Shares 532 Share Price $100.19 Est. Cost/Share $48.90 Unrealized @ Report Date +104.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $53,301 Shares 207 Share Price $257.49 * Est. Cost/Share $221.24 Unrealized @ Report Date +12.5%
ETHE GRAYSCALE ETHEREUM TRUST (ETH) 0.0%
Value $53,066 Shares 1,690 Share Price $31.40 * Est. Cost/Share $24.39 Unrealized @ Report Date +14.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $52,131 Shares 286 Share Price $182.28 Est. Cost/Share $153.14 Unrealized @ Report Date +19.2%
BCPC BALCHEM CORP COM 0.0%
Value $51,095 Shares 332 Share Price $153.90 Est. Cost/Share $125.74 Unrealized @ Report Date +21.1%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $50,857 Shares 165 Share Price $308.22 Est. Cost/Share $222.21 Unrealized @ Report Date +38.9%
GLD SPDR GOLD SHARES 0.0%
Value $49,882 Shares 232 Share Price $215.01 Est. Cost/Share $191.93 Unrealized @ Report Date +12.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value $49,003 Shares 90 Share Price $544.48 * Est. Cost/Share $442.58 Unrealized @ Report Date +19.3%
CAT CATERPILLAR INC COM 0.0%
Value $47,462 Shares 142 Share Price $334.24 * Est. Cost/Share $223.03 Unrealized @ Report Date +46.0%
TXN TEXAS INSTRS INC COM 0.0%
Value $47,405 Shares 244 Share Price $194.28 * Est. Cost/Share $158.59 Unrealized @ Report Date +17.3%
AON AON PLC SHS CL A 0.0%
Value $47,352 Shares 161 Share Price $294.11 Est. Cost/Share $318.69 Unrealized @ Report Date -8.8%
NPO ENPRO INC COM 0.0%
Value $46,766 Shares 321 Share Price $145.69 Est. Cost/Share $129.36 Unrealized @ Report Date +12.5%
URI UNITED RENTALS INC COM 0.0%
Value $45,779 Shares 71 Share Price $644.77 Est. Cost/Share $364.83 Unrealized @ Report Date +75.0%
ITT ITT INC COM 0.0%
Value $45,319 Shares 351 Share Price $129.11 Est. Cost/Share $105.13 Unrealized @ Report Date +22.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $42,779 Shares 549 Share Price $77.92 Est. Cost/Share $71.06 Unrealized @ Report Date
BMI BADGER METER INC COM 0.0%
Value $42,432 Shares 228 Share Price $186.11 Est. Cost/Share $143.50 Unrealized @ Report Date +28.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $41,811 Shares 955 Share Price $43.78 Est. Cost/Share $38.82 Unrealized @ Report Date +12.7%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $40,968 Shares 50 Share Price $819.36 * Est. Cost/Share $85.48 Unrealized @ Report Date -4.1%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $40,038 Shares 266 Share Price $150.52 * Est. Cost/Share $143.29 Unrealized @ Report Date +2.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $39,750 Shares 242 Share Price $164.26 Est. Cost/Share $160.58 Unrealized @ Report Date +2.3%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value $39,688 Shares 400 Share Price $99.22 Est. Cost/Share $80.37 Unrealized @ Report Date +23.4%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $39,512 Shares 296 Share Price $133.49 * Est. Cost/Share $81.01 Unrealized @ Report Date +58.3%
AGYS AGILYSYS INC COM 0.0%
Value $39,469 Shares 379 Share Price $104.14 * Est. Cost/Share $81.18 Unrealized @ Report Date +10.5%
CSM PROSHARES LARGE CAP CORE PLUS 0.0%
Value $38,863 Shares 627 Share Price $61.98 Est. Cost/Share $45.62 Unrealized @ Report Date +36.0%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $38,387 Shares 1,174 Share Price $32.70 Est. Cost/Share $31.84 Unrealized @ Report Date
RTX RTX CORPORATION COM 0.0%
Value $38,268 Shares 381 Share Price $100.44 * Est. Cost/Share $80.92 Unrealized @ Report Date +20.5%
GMED GLOBUS MED INC CL A 0.0%
Value $37,670 Shares 550 Share Price $68.49 Est. Cost/Share $48.74 Unrealized @ Report Date +40.5%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $36,533 Shares 309 Share Price $118.23 * Est. Cost/Share $64.08 Unrealized @ Report Date +80.4%
PODD INSULET CORP COM 0.0%
Value $36,324 Shares 180 Share Price $201.80 Est. Cost/Share $171.53 Unrealized @ Report Date +17.7%
WLK WESTLAKE CORPORATION COM 0.0%
Value $35,264 Shares 244 Share Price $144.52 * Est. Cost/Share $108.79 Unrealized @ Report Date +28.7%
INTC INTEL CORP COM 0.0%
Value $34,529 Shares 1,115 Share Price $30.97 Est. Cost/Share $32.97 Unrealized @ Report Date -6.7%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $34,140 Shares 1,000 Share Price $34.14 Est. Cost/Share $37.35 Unrealized @ Report Date -8.6%
HON HONEYWELL INTL INC COM 0.0%
Value $33,583 Shares 157 Share Price $213.90 * Est. Cost/Share $177.76 Unrealized @ Report Date +9.7%
AFL AFLAC INC COM 0.0%
Value $32,307 Shares 362 Share Price $89.25 * Est. Cost/Share $62.49 Unrealized @ Report Date +38.5%
RACE FERRARI N V COM 0.0%
Value $30,355 Shares 74 Share Price $410.20 Est. Cost/Share $291.36 Unrealized @ Report Date +40.2%
DHR DANAHER CORPORATION COM 0.0%
Value $30,119 Shares 121 Share Price $248.92 Est. Cost/Share $223.70 Unrealized @ Report Date +10.8%
HUBG HUB GROUP INC CL A 0.0%
Value $29,448 Shares 684 Share Price $43.05 Est. Cost/Share $41.52 Unrealized @ Report Date +1.7%
TM TOYOTA MOTOR CORP ADS 0.0%
Value $29,280 Shares 143 Share Price $204.76 Est. Cost/Share $144.97 Unrealized @ Report Date +41.4%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $29,198 Shares 112 Share Price $260.70 Est. Cost/Share $201.06 Unrealized @ Report Date +29.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $29,188 Shares 348 Share Price $83.87 Est. Cost/Share $82.84 Unrealized @ Report Date +1.1%
UNP UNION PAC CORP COM 0.0%
Value $29,121 Shares 129 Share Price $225.74 * Est. Cost/Share $187.60 Unrealized @ Report Date +16.5%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $28,859 Shares 227 Share Price $127.13 Est. Cost/Share $123.51 Unrealized @ Report Date +3.0%
UFPI UFP INDUSTRIES INC COM 0.0%
Value $28,162 Shares 251 Share Price $112.20 Est. Cost/Share $107.97 Unrealized @ Report Date +3.7%
AIR AAR CORP COM 0.0%
Value $27,626 Shares 380 Share Price $72.70 * Est. Cost/Share $64.21 Unrealized @ Report Date +5.6%
CTRA COTERRA ENERGY INC COM 0.0%
Value $27,562 Shares 1,033 Share Price $26.68 Est. Cost/Share $22.80 Unrealized @ Report Date +15.0%
SAP SAP SE SPON ADR 0.0%
Value $27,478 Shares 136 Share Price $202.04 Est. Cost/Share $132.24 Unrealized @ Report Date +52.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $27,291 Shares 256 Share Price $106.61 Est. Cost/Share $100.03 Unrealized @ Report Date +6.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $27,287 Shares 337 Share Price $80.97 Est. Cost/Share $67.43 Unrealized @ Report Date +20.2%
TECH BIO-TECHNE CORP COM 0.0%
Value $26,925 Shares 376 Share Price $71.61 Est. Cost/Share $65.18 Unrealized @ Report Date +9.1%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value $26,480 Shares 242 Share Price $109.42 Est. Cost/Share $47.93 Unrealized @ Report Date +127.0%
SXI STANDEX INTL CORP COM 0.0%
Value $25,878 Shares 161 Share Price $160.73 * Est. Cost/Share $143.94 Unrealized @ Report Date +17.5%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $25,242 Shares 568 Share Price $44.44 Est. Cost/Share $38.12 Unrealized @ Report Date +16.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $24,618 Shares 313 Share Price $78.65 Est. Cost/Share $77.51 Unrealized @ Report Date +0.6%
LIN LINDE PLC SHS 0.0%
Value $24,523 Shares 56 Share Price $437.91 Est. Cost/Share $323.39 Unrealized @ Report Date +33.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $23,637 Shares 171 Share Price $138.23 Est. Cost/Share $131.88 Unrealized @ Report Date +2.9%
LOW LOWES COS INC COM 0.0%
Value $23,624 Shares 107 Share Price $220.79 * Est. Cost/Share $197.77 Unrealized @ Report Date +8.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $23,233 Shares 217 Share Price $107.06 Est. Cost/Share $104.69 Unrealized @ Report Date +2.3%
CI THE CIGNA GROUP COM 0.0%
Value $23,148 Shares 70 Share Price $330.69 * Est. Cost/Share $282.85 Unrealized @ Report Date +13.6%
SHEL SHELL PLC SPON ADS 0.0%
Value $22,910 Shares 317 Share Price $72.27 Est. Cost/Share $60.01 Unrealized @ Report Date +20.3%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $22,668 Shares 234 Share Price $96.87 Est. Cost/Share $96.69 Unrealized @ Report Date +0.4%
CSX CSX CORP COM 0.0%
Value $22,459 Shares 671 Share Price $33.47 * Est. Cost/Share $30.43 Unrealized @ Report Date +7.5%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value $22,336 Shares 160 Share Price $139.60 Est. Cost/Share $117.64 Unrealized @ Report Date +17.9%
COKE COCA COLA CONS INC COM 0.0%
Value $22,112 Shares 20 Share Price $1105.60 * Est. Cost/Share $70.13 Unrealized @ Report Date +52.9%
CBZ CBIZ INC COM 0.0%
Value $21,711 Shares 293 Share Price $74.10 Est. Cost/Share $51.44 Unrealized @ Report Date +46.9%
APG API GROUP CORP COM STK 0.0%
Value $21,524 Shares 572 Share Price $37.63 * Est. Cost/Share $11.55 Unrealized @ Report Date +117.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $21,092 Shares 45 Share Price $468.71 Est. Cost/Share $336.94 Unrealized @ Report Date +39.1%
SAIA SAIA INC COM 0.0%
Value $20,394 Shares 43 Share Price $474.28 Est. Cost/Share $289.37 Unrealized @ Report Date +63.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $19,714 Shares 66 Share Price $298.70 Est. Cost/Share $328.87 Unrealized @ Report Date -9.2%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $19,633 Shares 231 Share Price $84.99 Est. Cost/Share $93.78 Unrealized @ Report Date -9.4%
GEN GEN DIGITAL INC COM 0.0%
Value $19,539 Shares 782 Share Price $24.99 * Est. Cost/Share $20.66 Unrealized @ Report Date +17.7%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $19,414 Shares 249 Share Price $77.97 * Est. Cost/Share $21.92 Unrealized @ Report Date +18.4%
GBDC GOLUB CAP BDC INC COM 0.0%
Value $18,883 Shares 1,202 Share Price $15.71 * Est. Cost/Share $13.68 Unrealized @ Report Date -3.1%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $18,853 Shares 433 Share Price $43.54 Est. Cost/Share $37.75 Unrealized @ Report Date +15.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $18,796 Shares 293 Share Price $64.15 * Est. Cost/Share $15.44 Unrealized @ Report Date +38.7%
SPGI S&P GLOBAL INC COM 0.0%
Value $17,996 Shares 40 Share Price $449.90 Est. Cost/Share $357.76 Unrealized @ Report Date +23.3%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value $17,664 Shares 496 Share Price $35.61 * Est. Cost/Share $30.60 Unrealized @ Report Date +10.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value $17,625 Shares 249 Share Price $70.78 * Est. Cost/Share $70.00 Unrealized @ Report Date -3.2%
MS MORGAN STANLEY COM NEW 0.0%
Value $17,491 Shares 180 Share Price $97.17 * Est. Cost/Share $78.49 Unrealized @ Report Date +18.4%
PSEC PROSPECT CAP CORP COM 0.0%
Value $16,684 Shares 3,017 Share Price $5.53 * Est. Cost/Share $4.19 Unrealized @ Report Date 0.0%
NIKOLA CORP COM NEW 0.0%
Value $16,552 Shares 2,021 Share Price $8.19 Est. Cost/Share $8.19 Unrealized @ Report Date
FIVE FIVE BELOW INC COM 0.0%
Value $16,019 Shares 147 Share Price $108.97 Est. Cost/Share $183.58 Unrealized @ Report Date -40.6%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $15,921 Shares 4 Share Price $3980.25 Est. Cost/Share $1867.55 Unrealized @ Report Date +109.7%
IPAR INTER PARFUMS INC COM 0.0%
Value $14,974 Shares 129 Share Price $116.08 * Est. Cost/Share $130.60 Unrealized @ Report Date -7.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $14,963 Shares 71 Share Price $210.75 * Est. Cost/Share $170.67 Unrealized @ Report Date +20.6%
FISV FISERV INC COM 0.0%
Value $14,904 Shares 100 Share Price $149.04 Est. Cost/Share $110.00 Unrealized @ Report Date +35.5%
AZO AUTOZONE INC COM 0.0%
Value $14,821 Shares 5 Share Price $2964.20 Est. Cost/Share $2550.38 Unrealized @ Report Date +16.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $14,610 Shares 165 Share Price $88.55 Est. Cost/Share $82.83 Unrealized @ Report Date +6.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $14,577 Shares 152 Share Price $95.90 Est. Cost/Share $88.88 Unrealized @ Report Date +8.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $14,450 Shares 196 Share Price $73.72 Est. Cost/Share $50.45 Unrealized @ Report Date +43.2%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value $14,429 Shares 149 Share Price $96.84 Est. Cost/Share $77.93 Unrealized @ Report Date +24.3%
VTRS VIATRIS INC COM 0.0%
Value $14,328 Shares 1,348 Share Price $10.63 * Est. Cost/Share $10.92 Unrealized @ Report Date -9.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $13,674 Shares 35 Share Price $390.69 * Est. Cost/Share $278.05 Unrealized @ Report Date +36.7%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $13,598 Shares 108 Share Price $125.91 Est. Cost/Share $177.95 Unrealized @ Report Date -29.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $13,573 Shares 227 Share Price $59.79 * Est. Cost/Share $52.67 Unrealized @ Report Date +9.7%
RELX RELX PLC SPONSORED ADR 0.0%
Value $13,450 Shares 293 Share Price $45.90 Est. Cost/Share $32.30 Unrealized @ Report Date +42.0%
PLD PROLOGIS INC. COM 0.0%
Value $13,410 Shares 119 Share Price $112.69 * Est. Cost/Share $111.81 Unrealized @ Report Date -4.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $13,359 Shares 31 Share Price $430.94 Est. Cost/Share $436.07 Unrealized @ Report Date -2.5%
CNI CANADIAN NATL RY CO COM 0.0%
Value $13,241 Shares 112 Share Price $118.22 * Est. Cost/Share $112.39 Unrealized @ Report Date +2.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $13,070 Shares 143 Share Price $91.40 * Est. Cost/Share $63.88 Unrealized @ Report Date +37.1%
MCO MOODYS CORP COM 0.0%
Value $12,736 Shares 30 Share Price $424.53 Est. Cost/Share $310.36 Unrealized @ Report Date +34.1%
STE STERIS PLC SHS USD 0.0%
Value $12,659 Shares 58 Share Price $218.26 Est. Cost/Share $195.87 Unrealized @ Report Date +10.7%
BDC BELDEN INC COM 0.0%
Value $12,410 Shares 132 Share Price $94.02 * Est. Cost/Share $85.20 Unrealized @ Report Date +6.3%
WBS WEBSTER FINL CORP COM 0.0%
Value $12,266 Shares 281 Share Price $43.65 Est. Cost/Share $49.78 Unrealized @ Report Date -12.4%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $12,098 Shares 238 Share Price $50.83 * Est. Cost/Share $56.78 Unrealized @ Report Date -15.0%
SYK STRYKER CORPORATION COM 0.0%
Value $12,034 Shares 35 Share Price $343.83 * Est. Cost/Share $281.34 Unrealized @ Report Date +19.3%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value $11,420 Shares 200 Share Price $57.10 Est. Cost/Share $59.66 Unrealized @ Report Date -4.3%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $11,370 Shares 321 Share Price $35.42 Est. Cost/Share $33.85 Unrealized @ Report Date +4.8%
DE DEERE & CO COM 0.0%
Value $11,366 Shares 30 Share Price $378.87 * Est. Cost/Share $367.88 Unrealized @ Report Date -0.5%
TECK TECK RESOURCES LTD CL B 0.0%
Value $11,097 Shares 232 Share Price $47.83 Est. Cost/Share $40.15 Unrealized @ Report Date +19.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $11,090 Shares 20 Share Price $554.50 Est. Cost/Share $558.70 Unrealized @ Report Date -1.5%
IOT SAMSARA INC COM CL A 0.0%
Value $10,924 Shares 324 Share Price $33.72 Est. Cost/Share $34.49 Unrealized @ Report Date -2.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $10,646 Shares 88 Share Price $120.98 Est. Cost/Share $118.31 Unrealized @ Report Date +2.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $10,561 Shares 10 Share Price $1056.10 * Est. Cost/Share $61.07 Unrealized @ Report Date +15.3%
RRC RANGE RES CORP COM 0.0%
Value $10,526 Shares 314 Share Price $33.52 Est. Cost/Share $27.22 Unrealized @ Report Date +23.2%
ZTS ZOETIS INC CL A 0.0%
Value $10,493 Shares 61 Share Price $172.02 Est. Cost/Share $168.03 Unrealized @ Report Date +1.3%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $10,345 Shares 1,031 Share Price $10.03 Est. Cost/Share $7.28 Unrealized @ Report Date +37.9%
OC OWENS CORNING NEW COM 0.0%
Value $10,286 Shares 59 Share Price $174.34 Est. Cost/Share $152.55 Unrealized @ Report Date +13.9%
AA ALCOA CORP COM 0.0%
Value $10,276 Shares 258 Share Price $39.83 Est. Cost/Share $35.15 Unrealized @ Report Date +11.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $10,248 Shares 20 Share Price $512.40 * Est. Cost/Share $328.44 Unrealized @ Report Date +51.7%
BMO BANK MONTREAL QUE COM 0.0%
Value $10,018 Shares 119 Share Price $84.18 * Est. Cost/Share $79.08 Unrealized @ Report Date +0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $9,987 Shares 265 Share Price $37.69 Est. Cost/Share $32.50 Unrealized @ Report Date +15.9%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $9,956 Shares 261 Share Price $38.15 * Est. Cost/Share $27.12 Unrealized @ Report Date +34.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $9,844 Shares 108 Share Price $91.15 * Est. Cost/Share $43.30 Unrealized @ Report Date +5.3%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $9,783 Shares 7 Share Price $1397.57 Est. Cost/Share $1406.01 Unrealized @ Report Date -0.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $9,688 Shares 41 Share Price $236.29 * Est. Cost/Share $220.32 Unrealized @ Report Date +3.7%
MKL MARKEL GROUP INC COM 0.0%
Value $9,454 Shares 6 Share Price $1575.67 Est. Cost/Share $1466.28 Unrealized @ Report Date +7.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $9,333 Shares 148 Share Price $63.06 * Est. Cost/Share $19.35 Unrealized @ Report Date +8.3%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value $9,160 Shares 229 Share Price $40.00 * Est. Cost/Share $44.33 Unrealized @ Report Date -6.5%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $8,775 Shares 33 Share Price $265.91 * Est. Cost/Share $222.61 Unrealized @ Report Date +15.8%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $8,609 Shares 127 Share Price $67.79 Est. Cost/Share $55.93 Unrealized @ Report Date +20.8%
CME CME GROUP INC COM 0.0%
Value $8,299 Shares 42 Share Price $197.60 * Est. Cost/Share $163.59 Unrealized @ Report Date +13.9%
CVE CENOVUS ENERGY INC COM 0.0%
Value $7,866 Shares 400 Share Price $19.66 * Est. Cost/Share $15.70 Unrealized @ Report Date +20.7%
VALE VALE S A SPONSORED ADS 0.0%
Value $7,510 Shares 672 Share Price $11.18 Est. Cost/Share $14.13 Unrealized @ Report Date -20.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value $7,383 Shares 32 Share Price $230.72 Est. Cost/Share $241.53 Unrealized @ Report Date -6.1%
CB CHUBB LIMITED COM 0.0%
Value $7,166 Shares 28 Share Price $255.93 Est. Cost/Share $241.21 Unrealized @ Report Date +4.4%
COP CONOCOPHILLIPS COM 0.0%
Value $6,924 Shares 61 Share Price $113.51 * Est. Cost/Share $109.10 Unrealized @ Report Date -0.1%
MRNA MODERNA INC COM 0.0%
Value $6,888 Shares 58 Share Price $118.76 Est. Cost/Share $100.80 Unrealized @ Report Date +17.8%
F FORD MTR CO COM 0.0%
Value $6,778 Shares 541 Share Price $12.53 * Est. Cost/Share $10.12 Unrealized @ Report Date +12.1%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $6,725 Shares 34 Share Price $197.79 Est. Cost/Share $176.49 Unrealized @ Report Date +11.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $6,673 Shares 15 Share Price $444.87 Est. Cost/Share $377.87 Unrealized @ Report Date +17.7%
FDX FEDEX CORP COM 0.0%
Value $6,658 Shares 22 Share Price $302.64 * Est. Cost/Share $155.01 Unrealized @ Report Date +87.1%
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value $6,542 Shares 336 Share Price $19.47 * Est. Cost/Share $32.27 Unrealized @ Report Date -25.1%
XYZ BLOCK INC CL A 0.0%
Value $6,449 Shares 100 Share Price $64.49 Est. Cost/Share $61.70 Unrealized @ Report Date +4.5%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $6,304 Shares 115 Share Price $54.82 * Est. Cost/Share $72.40 Unrealized @ Report Date -29.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value $6,242 Shares 15 Share Price $416.13 Est. Cost/Share $294.65 Unrealized @ Report Date +42.2%
VTV VANGUARD VALUE ETF 0.0%
Value $6,227 Shares 39 Share Price $159.67 Est. Cost/Share $137.74 Unrealized @ Report Date +16.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $6,215 Shares 116 Share Price $53.58 Est. Cost/Share $50.08 Unrealized @ Report Date +6.9%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $6,196 Shares 45 Share Price $137.69 * Est. Cost/Share $125.21 Unrealized @ Report Date +6.2%
INSP INSPIRE MED SYS INC COM 0.0%
Value $5,621 Shares 42 Share Price $133.83 Est. Cost/Share $285.71 Unrealized @ Report Date -53.2%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $5,466 Shares 21 Share Price $260.29 * Est. Cost/Share $243.42 Unrealized @ Report Date +9.3%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $5,356 Shares 138 Share Price $38.81 Est. Cost/Share $44.55 Unrealized @ Report Date -12.9%
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value $4,834 Shares 131 Share Price $36.90 Est. Cost/Share $30.45 Unrealized @ Report Date +20.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $4,833 Shares 11 Share Price $439.36 Est. Cost/Share $298.92 Unrealized @ Report Date +46.7%
ATOSSA THERAPEUTICS INC COM 0.0%
Value $4,611 Shares 3,875 Share Price $1.19 Est. Cost/Share $1.80 Unrealized @ Report Date
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $4,379 Shares 90 Share Price $48.66 Est. Cost/Share $42.85 Unrealized @ Report Date +13.5%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $3,370 Shares 31 Share Price $108.71 * Est. Cost/Share $20.46 Unrealized @ Report Date +6.2%
HAS HASBRO INC COM 0.0%
Value $3,159 Shares 54 Share Price $58.50 * Est. Cost/Share $55.63 Unrealized @ Report Date -1.1%
AGCO AGCO CORP COM 0.0%
Value $3,016 Shares 31 Share Price $97.29 Est. Cost/Share $111.08 Unrealized @ Report Date -13.6%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value $3,012 Shares 100 Share Price $30.12 Est. Cost/Share $31.84 Unrealized @ Report Date
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $2,952 Shares 600 Share Price $4.92 Est. Cost/Share $6.73 Unrealized @ Report Date -26.9%
IAC IAC INC COM NEW 0.0%
Value $2,858 Shares 61 Share Price $46.85 * Est. Cost/Share $43.17 Unrealized @ Report Date -11.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $2,599 Shares 250 Share Price $10.40 Est. Cost/Share $16.99 Unrealized @ Report Date
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $2,591 Shares 91 Share Price $28.47 * Est. Cost/Share $29.65 Unrealized @ Report Date -6.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $2,497 Shares 65 Share Price $38.42 * Est. Cost/Share $18.69 Unrealized @ Report Date +2.8%
DAR DARLING INGREDIENTS INC COM 0.0%
Value $2,389 Shares 65 Share Price $36.75 * Est. Cost/Share $44.02 Unrealized @ Report Date -5.8%
YUM YUM BRANDS INC COM 0.0%
Value $2,147 Shares 16 Share Price $134.19 * Est. Cost/Share $119.99 Unrealized @ Report Date +7.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $2,000 Shares 76 Share Price $26.32 Est. Cost/Share $10.06 Unrealized @ Report Date +161.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $1,959 Shares 25 Share Price $78.36 * Est. Cost/Share $25.83 Unrealized @ Report Date +0.3%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $1,835 Shares 31 Share Price $59.19 Est. Cost/Share $66.65 Unrealized @ Report Date -11.2%
ABNB AIRBNB INC COM CL A 0.0%
Value $1,516 Shares 10 Share Price $151.60 Est. Cost/Share $110.83 Unrealized @ Report Date +36.8%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $1,453 Shares 62 Share Price $23.44 Est. Cost/Share $31.74 Unrealized @ Report Date -26.0%
IAU ISHARES GOLD TRUST 0.0%
Value $1,450 Shares 33 Share Price $43.94 Est. Cost/Share $36.72 Unrealized @ Report Date +19.6%
TWLO TWILIO INC CL A 0.0%
Value $1,250 Shares 22 Share Price $56.82 Est. Cost/Share $58.93 Unrealized @ Report Date -3.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $1,168 Shares 23 Share Price $50.78 Est. Cost/Share $50.69 Unrealized @ Report Date -1.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $912 Shares 44 Share Price $20.73 * Est. Cost/Share $21.62 Unrealized @ Report Date -9.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $429 Shares 14 Share Price $30.64 Est. Cost/Share $49.82 Unrealized @ Report Date -38.1%
SATS ECHOSTAR CORP CL A 0.0%
Value $369 Shares 21 Share Price $17.57 Est. Cost/Share $15.07 Unrealized @ Report Date +18.2%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value $191 Shares 30 Share Price $6.37 Est. Cost/Share $2.24 Unrealized @ Report Date +183.3%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $178 Shares 2 Share Price $89.00 * Est. Cost/Share $89.80 Unrealized @ Report Date +11.2%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value $168 Shares 1 Share Price $168.00 * Est. Cost/Share $162.01 Unrealized @ Report Date 0.0%
DESKTOP METAL INC COM CL A 0.0%
Value $149 Shares 36 Share Price $4.14 Est. Cost/Share $4.14 Unrealized @ Report Date
TLPH TALPHERA INC COM NEW 0.0%
Value $122 Shares 137 Share Price $0.89 Est. Cost/Share $2.81 Unrealized @ Report Date -68.3%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value $44 Shares 9 Share Price $4.89 Est. Cost/Share $3.13 Unrealized @ Report Date +56.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $43 Shares 1 Share Price $43.00 * Est. Cost/Share $37.12 Unrealized @ Report Date +0.1%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value $39 Shares 1 Share Price $39.00 * Est. Cost/Share $62.12 Unrealized @ Report Date +4.2%
SIFY SIFY TECHNOLOGIES LTD SPONSORED ADR 0.0%
Value $6 Shares 13 Share Price $0.46 Est. Cost/Share $1.06 Unrealized @ Report Date -58.5%
BOWFLEX INC COM 0.0%
Value $0 Shares 27 Share Price $0.00 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