LIBERTY ONE INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001807328 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 31, 2024

Total Value ($000): $978,289 (100.0% shares, 0.0% debt)

Holdings (181)

SPTL SPDR SER TR 3.9%
Value ($000) $38,424 Shares 1,321,772 Est. Cost $29.00 Unrealized
LMT LOCKHEED MARTIN CORP 3.6%
Value ($000) $34,983 Shares 59,845 Est. Cost $386.99 Unrealized +33.4%
LLY LILLY ELI & CO 3.4%
Value ($000) $33,210 Shares 37,486 Est. Cost $121.20 Unrealized +634.6%
SO SOUTHERN CO 3.4%
Value ($000) $33,204 Shares 368,195 Est. Cost $51.61 Unrealized +58.2%
LNT ALLIANT ENERGY CORP 3.4%
Value ($000) $32,787 Shares 540,236 Est. Cost $45.51 Unrealized +19.5%
DUK DUKE ENERGY CORP NEW 3.3%
Value ($000) $32,242 Shares 279,639 Est. Cost $78.13 Unrealized +35.5%
CLX CLOROX CO DEL 3.3%
Value ($000) $32,083 Shares 196,936 Est. Cost $131.15 Unrealized +7.7%
KO COCA COLA CO 3.3%
Value ($000) $31,959 Shares 444,745 Est. Cost $47.22 Unrealized +39.0%
MCD MCDONALDS CORP 3.2%
Value ($000) $31,469 Shares 103,342 Est. Cost $189.95 Unrealized +40.4%
CAH CARDINAL HEALTH INC 3.1%
Value ($000) $30,733 Shares 278,075 Est. Cost $47.24 Unrealized +116.7%
PG PROCTER & GAMBLE CO 3.1%
Value ($000) $30,077 Shares 173,657 Est. Cost $115.42 Unrealized +42.3%
KMB KIMBERLY CLARK CORP 3.0%
Value ($000) $29,479 Shares 207,193 Est. Cost $112.29 Unrealized +19.5%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $29,252 Shares 180,504 Est. Cost $129.73 Unrealized +17.7%
PFE PFIZER INC 2.8%
Value ($000) $27,607 Shares 953,942 Est. Cost $28.07 Unrealized -4.9%
KDP KEURIG DR PEPPER INC 2.7%
Value ($000) $26,529 Shares 707,813 Est. Cost $27.24 Unrealized +23.5%
RSG REPUBLIC SVCS INC 2.7%
Value ($000) $26,527 Shares 132,081 Est. Cost $88.47 Unrealized +123.8%
HRL HORMEL FOODS CORP 2.7%
Value ($000) $26,507 Shares 836,187 Est. Cost $36.17 Unrealized -16.6%
WM WASTE MGMT INC DEL 2.7%
Value ($000) $25,998 Shares 125,232 Est. Cost $110.68 Unrealized +84.6%
MDLZ MONDELEZ INTL INC 2.6%
Value ($000) $25,516 Shares 346,349 Est. Cost $50.09 Unrealized +34.1%
SYY SYSCO CORP 2.6%
Value ($000) $25,151 Shares 322,197 Est. Cost $67.10 Unrealized +7.5%
PEP PEPSICO INC 2.4%
Value ($000) $23,830 Shares 140,134 Est. Cost $122.39 Unrealized +33.1%
MSFT MICROSOFT CORP 2.2%
Value ($000) $21,303 Shares 49,506 Est. Cost $232.02 Unrealized +82.4%
CASY CASEYS GEN STORES INC 1.9%
Value ($000) $18,176 Shares 48,377 Est. Cost $366.41 Unrealized +1.3%
DOX AMDOCS LTD 1.8%
Value ($000) $18,038 Shares 206,191 Est. Cost $74.65 Unrealized +8.8%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $9,325 Shares 207,631 Est. Cost $39.33 Unrealized -2.4%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $8,494 Shares 101,312 Est. Cost $54.55 Unrealized +33.9%
NWE NORTHWESTERN CORP 0.8%
Value ($000) $8,056 Shares 140,797 Est. Cost $49.64 Unrealized +0.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $7,891 Shares 117,306 Est. Cost $45.33 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $7,319 Shares 69,929 Est. Cost $82.20 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $7,169 Shares 46,547 Est. Cost $119.49 Unrealized
BCE BCE INC 0.7%
Value ($000) $6,855 Shares 196,925 Est. Cost $31.92 Unrealized -4.7%
XMHQ INVESCO EXCHANGE TRADED FD 0.6%
Value ($000) $6,245 Shares 60,884 Est. Cost $110.05 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $5,941 Shares 70,284 Est. Cost $63.61 Unrealized +17.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $5,541 Shares 45,729 Est. Cost $65.02 Unrealized +70.8%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $5,432 Shares 52,328 Est. Cost $67.80 Unrealized +45.9%
AMZN AMAZON COM INC 0.6%
Value ($000) $5,384 Shares 28,894 Est. Cost $120.97 Unrealized +50.8%
AFL AFLAC INC 0.5%
Value ($000) $5,230 Shares 46,784 Est. Cost $50.81 Unrealized +94.3%
AVGO BROADCOM INC 0.5%
Value ($000) $5,168 Shares 29,961 Est. Cost $147.14 Unrealized +7.4%
AAPL APPLE INC 0.5%
Value ($000) $5,113 Shares 21,943 Est. Cost $116.10 Unrealized +91.2%
WMT WALMART INC 0.5%
Value ($000) $5,093 Shares 63,076 Est. Cost $52.13 Unrealized +39.0%
AVUV AMERICAN CENTY ETF TR 0.5%
Value ($000) $5,058 Shares 52,718 Est. Cost $93.71 Unrealized
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $5,000 Shares 12,785 Est. Cost $163.46 Unrealized +107.2%
BLACKROCK INC 0.5%
Value ($000) $4,822 Shares 5,079 Est. Cost $568.96 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $4,736 Shares 9,565 Est. Cost $248.18 Unrealized +91.4%
EXR EXTRA SPACE STORAGE INC 0.5%
Value ($000) $4,733 Shares 26,269 Est. Cost $119.81 Unrealized +32.3%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $4,699 Shares 5,301 Est. Cost $370.48 Unrealized +132.6%
HD HOME DEPOT INC 0.5%
Value ($000) $4,648 Shares 11,471 Est. Cost $255.08 Unrealized +38.2%
TJX TJX COS INC NEW 0.5%
Value ($000) $4,580 Shares 38,965 Est. Cost $64.04 Unrealized +76.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $4,569 Shares 21,667 Est. Cost $119.49 Unrealized +71.5%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $4,556 Shares 19,460 Est. Cost $144.66 Unrealized +48.8%
O REALTY INCOME CORP 0.5%
Value ($000) $4,526 Shares 71,363 Est. Cost $51.81 Unrealized +6.2%
PLD PROLOGIS INC 0.5%
Value ($000) $4,515 Shares 35,750 Est. Cost $95.44 Unrealized +23.7%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,500 Shares 7,697 Est. Cost $349.73 Unrealized +56.8%
FR FIRST INDL RLTY TR INC 0.5%
Value ($000) $4,416 Shares 78,880 Est. Cost $44.61 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $4,404 Shares 21,319 Est. Cost $137.30 Unrealized +40.5%
AMGN AMGEN INC 0.4%
Value ($000) $4,392 Shares 13,631 Est. Cost $216.81 Unrealized +44.4%
HR HEALTHCARE RLTY TR 0.4%
Value ($000) $4,363 Shares 240,394 Est. Cost $14.65 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $4,251 Shares 47,221 Est. Cost $82.62 Unrealized -2.2%
DE DEERE & CO 0.4%
Value ($000) $4,215 Shares 10,100 Est. Cost $254.31 Unrealized +45.2%
INTU INTUIT 0.4%
Value ($000) $4,179 Shares 6,729 Est. Cost $550.73 Unrealized +14.9%
TSN TYSON FOODS INC 0.4%
Value ($000) $4,153 Shares 69,726 Est. Cost $56.99 Unrealized +2.1%
ELV ANTHEM INC 0.4%
Value ($000) $4,151 Shares 7,983 Est. Cost $353.73 Unrealized +47.2%
HSY HERSHEY CO 0.4%
Value ($000) $4,026 Shares 20,992 Est. Cost $160.99 Unrealized +15.6%
BAX BAXTER INTL INC 0.4%
Value ($000) $3,973 Shares 104,644 Est. Cost $45.89 Unrealized -22.2%
HON HONEYWELL INTL INC 0.4%
Value ($000) $3,914 Shares 18,935 Est. Cost $158.30 Unrealized +19.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $3,727 Shares 25,305 Est. Cost $108.73 Unrealized +28.7%
MRK MERCK & CO INC 0.4%
Value ($000) $3,672 Shares 32,331 Est. Cost $78.90 Unrealized +43.2%
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $2,844 Shares 43,925 Est. Cost $74.24 Unrealized -13.9%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $2,838 Shares 29,273 Est. Cost $84.87 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,705 Shares 39,380 Est. Cost $78.89 Unrealized
TDV PROSHARES TR 0.3%
Value ($000) $2,592 Shares 33,630 Est. Cost $69.58 Unrealized
XMLV INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,548 Shares 41,739 Est. Cost $52.58 Unrealized
SDY SPDR SERIES TRUST 0.3%
Value ($000) $2,545 Shares 17,919 Est. Cost $107.21 Unrealized
SPLV INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,521 Shares 35,143 Est. Cost $58.38 Unrealized
NOBL PROSHARES TR 0.3%
Value ($000) $2,515 Shares 23,562 Est. Cost $76.29 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,287 Shares 27,053 Est. Cost $76.13 Unrealized
RWJ INVESCO EXCH TRADED FD TR 0.2%
Value ($000) $2,267 Shares 49,602 Est. Cost $42.84 Unrealized
CAVA CAVA GROUP INC 0.2%
Value ($000) $1,649 Shares 13,318 Est. Cost $53.61 Unrealized +89.6%
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $1,607 Shares 7,355 Est. Cost $161.58 Unrealized
XTL SPDR SERIES TRUST 0.2%
Value ($000) $1,475 Shares 14,660 Est. Cost $63.26 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $1,337 Shares 10,132 Est. Cost $66.01 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,317 Shares 11,658 Est. Cost $57.90 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $1,304 Shares 13,653 Est. Cost $50.66 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,301 Shares 2,665 Est. Cost $255.88 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $1,278 Shares 30,949 Est. Cost $36.73 Unrealized
LNTH LANTHEUS HLDGS INC 0.1%
Value ($000) $1,151 Shares 10,491 Est. Cost $73.36 Unrealized +41.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,032 Shares 6,289 Est. Cost $149.41 Unrealized +1.7%
CRM SALESFORCE INC 0.1%
Value ($000) $1,012 Shares 3,697 Est. Cost $267.07 Unrealized -5.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $1,010 Shares 4,050 Est. Cost $153.74 Unrealized +46.5%
GOOG ALPHABET INC 0.1%
Value ($000) $981 Shares 5,867 Est. Cost $110.16 Unrealized +52.7%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $970 Shares 3,460 Est. Cost $167.94 Unrealized +69.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $953 Shares 8,984 Est. Cost $112.69 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $868 Shares 423 Est. Cost $1578.70 Unrealized +19.2%
UNILEVER PLC 0.1%
Value ($000) $868 Shares 13,360 Est. Cost $55.26 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $865 Shares 14,963 Est. Cost $57.22 Unrealized -10.6%
INGR INGREDION INC 0.1%
Value ($000) $835 Shares 6,079 Est. Cost $85.90 Unrealized +48.1%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value ($000) $833 Shares 35,734 Est. Cost $13.27 Unrealized +62.9%
RGA EINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $832 Shares 3,817 Est. Cost $122.96 Unrealized +72.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $821 Shares 1,672 Est. Cost $242.73 Unrealized +91.8%
SWX SOUTHWEST GAS HOLDINGS INC 0.1%
Value ($000) $806 Shares 10,933 Est. Cost $72.80 Unrealized -0.8%
BURL BURLINGTON STORES INC 0.1%
Value ($000) $794 Shares 3,013 Est. Cost $205.79 Unrealized +25.8%
NVS NOVARTIS A G 0.1%
Value ($000) $762 Shares 6,621 Est. Cost $91.49 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $755 Shares 22,674 Est. Cost $27.38 Unrealized +6.5%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $754 Shares 4,192 Est. Cost $86.62 Unrealized +107.6%
ENVESTNET INC 0.1%
Value ($000) $751 Shares 11,994 Est. Cost $59.51 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $750 Shares 15,993 Est. Cost $55.93 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $738 Shares 10,594 Est. Cost $61.71 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $738 Shares 2,718 Est. Cost $270.68 Unrealized -2.0%
UBS UBS GROUP AG 0.1%
Value ($000) $732 Shares 23,697 Est. Cost $12.79 Unrealized +135.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $711 Shares 3,000 Est. Cost $160.43 Unrealized +47.1%
WPC WP CAREY INC 0.1%
Value ($000) $699 Shares 11,227 Est. Cost $67.61 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $682 Shares 2,354 Est. Cost $141.23 Unrealized +88.1%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $675 Shares 8,658 Est. Cost $0.08 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $667 Shares 5,294 Est. Cost $122.14 Unrealized -2.7%
V VISA INC 0.1%
Value ($000) $657 Shares 2,391 Est. Cost $180.79 Unrealized +48.1%
TWLO TWILIO INC 0.1%
Value ($000) $655 Shares 10,046 Est. Cost $76.14 Unrealized -21.4%
ITB ISHARES TR 0.1%
Value ($000) $623 Shares 4,902 Est. Cost $115.78 Unrealized
ELF E L F BEAUTY INC 0.1%
Value ($000) $506 Shares 4,645 Est. Cost $177.63 Unrealized -11.7%
NUE NUCOR CORP 0.0%
Value ($000) $354 Shares 2,354 Est. Cost $133.29 Unrealized +10.1%
FSLY FASTLY INC 0.0%
Value ($000) $326 Shares 43,031 Est. Cost $11.07 Unrealized -37.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $296 Shares 1,168 Est. Cost $179.92 Unrealized +19.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $277 Shares 537 Est. Cost $425.66 Unrealized +15.1%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $277 Shares 2,236 Est. Cost $102.80 Unrealized +10.2%
NFLX NETFLIX INC 0.0%
Value ($000) $274 Shares 387 Est. Cost $58.99 Unrealized +13.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $264 Shares 254 Est. Cost $922.53 Unrealized +3.7%
NOW SERVICENOW INC 0.0%
Value ($000) $256 Shares 286 Est. Cost $102.10 Unrealized +61.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $242 Shares 6,498 Est. Cost $16.34 Unrealized +87.9%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $229 Shares 1,372 Est. Cost $178.01 Unrealized -11.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $221 Shares 1,856 Est. Cost $72.68 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $220 Shares 2,282 Est. Cost $103.26 Unrealized -12.3%
CHWY CHEWY INC 0.0%
Value ($000) $207 Shares 7,057 Est. Cost $32.09 Unrealized -16.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $204 Shares 3,954 Est. Cost $59.35 Unrealized -6.7%
S SENTINELONE INC 0.0%
Value ($000) $201 Shares 8,401 Est. Cost $21.16 Unrealized +6.7%
RBLX ROBLOX CORP 0.0%
Value ($000) $190 Shares 4,289 Est. Cost $40.58 Unrealized +2.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $187 Shares 1,423 Est. Cost $51.32 Unrealized +10.3%
NET CLOUDFLARE INC 0.0%
Value ($000) $171 Shares 2,119 Est. Cost $87.57 Unrealized -8.2%
POST POST HLDGS INC 0.0%
Value ($000) $171 Shares 1,474 Est. Cost $104.08 Unrealized +7.7%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $168 Shares 2,946 Est. Cost $38.28 Unrealized +20.9%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $168 Shares 1,684 Est. Cost $62.67 Unrealized +32.0%
NTNX NUTANIX INC 0.0%
Value ($000) $163 Shares 2,746 Est. Cost $57.65 Unrealized -4.7%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $157 Shares 1,580 Est. Cost $96.31 Unrealized +7.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $157 Shares 902 Est. Cost $115.94 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $152 Shares 3,881 Est. Cost $40.70 Unrealized -11.3%
NV5 GLOBAL INC 0.0%
Value ($000) $152 Shares 1,622 Est. Cost $98.41 Unrealized
CPRT COPART INC 0.0%
Value ($000) $150 Shares 2,872 Est. Cost $51.42 Unrealized +1.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $138 Shares 1,198 Est. Cost $166.44 Unrealized -26.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $135 Shares 267 Est. Cost $550.38 Unrealized -2.5%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $120 Shares 2,557 Est. Cost $74.35 Unrealized -31.8%
ESTC ELASTIC N V 0.0%
Value ($000) $108 Shares 1,408 Est. Cost $98.27 Unrealized +0.4%
NXT NEXTRACKER INC 0.0%
Value ($000) $98 Shares 2,620 Est. Cost $49.73 Unrealized -16.2%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $75 Shares 2,389 Est. Cost $68.56 Unrealized -38.8%
NUVEEN DOW 30 DYN OVERWRITE 0.0%
Value ($000) $57 Shares 3,872 Est. Cost $15.69 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $56 Shares 3,789 Est. Cost $11.27 Unrealized
T AT&T INC 0.0%
Value ($000) $53 Shares 2,392 Est. Cost $15.12 Unrealized +24.2%
NTR NUTRIEN LTD 0.0%
Value ($000) $11 Shares 220 Est. Cost $50.69 Unrealized -8.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 73 Est. Cost $79.49 Unrealized +4.2%
SE SEA LTD 0.0%
Value ($000) $4 Shares 39 Est. Cost $51.23 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 154 Est. Cost $12.30 Unrealized +77.6%
TTD THE TRADE DESK INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $64.08 Unrealized +55.7%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $3 Shares 18 Est. Cost $101.64 Unrealized +50.1%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $113.55 Unrealized +30.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $3 Shares 19 Est. Cost $128.07 Unrealized +7.2%
NVCR NOVOCURE LTD 0.0%
Value ($000) $3 Shares 181 Est. Cost $20.40 Unrealized -11.1%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $3 Shares 91 Est. Cost $44.98 Unrealized -39.4%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 9 Est. Cost $41.46 Unrealized +26.7%
HDB HDFC BANK LTD 0.0%
Value ($000) $2 Shares 39 Est. Cost $65.70 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 313 Est. Cost $6.92 Unrealized +5.0%
KRYS KRYSTAL BIOTECH INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $94.90 Unrealized +103.2%
BIDU BAIDU INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $129.22 Unrealized
KR KROGER CO 0.0%
Value ($000) $2 Shares 40 Est. Cost $43.00 Unrealized +21.3%
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $127.05 Unrealized +11.0%
ZS ZSCALER INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $132.14 Unrealized +38.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $267.31 Unrealized -58.2%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 87 Est. Cost $30.71 Unrealized -15.9%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $77.66 Unrealized -2.3%
JBL JABIL INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $127.05 Unrealized -14.7%
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $65.33 Unrealized -1.1%
BA BOEING CO 0.0%
Value ($000) $2 Shares 13 Est. Cost $210.81 Unrealized -18.7%
OSK OSHKOSH CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.48 Unrealized +13.3%
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $129.71 Unrealized -0.0%
MDB MONGODB INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $252.92 Unrealized +2.7%