WestEnd Advisors, LLC Diversified Active

CIK: 0001351731 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 28, 2025

Total Value ($000): $3,926,966 (100.0% shares, 0.0% debt)

Holdings (341)

XLK SELECT SECTOR SPDR TR SBI INT- 11.6%
Value ($000) $457,379 Shares 1,967,050 Est. Cost $122.23 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT- 10.2%
Value ($000) $399,933 Shares 8,275,056 Est. Cost $44.19 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 9.4%
Value ($000) $370,632 Shares 2,694,137 Est. Cost $125.53 Unrealized
VPL VANGUARD INTL EQUITY INDEX F P 7.2%
Value ($000) $282,151 Shares 3,971,722 Est. Cost $60304.39 Unrealized
VEU VANGUARD INTL EQUITY INDEX F A 6.1%
Value ($000) $239,216 Shares 4,166,795 Est. Cost $47587.76 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS 5.6%
Value ($000) $218,003 Shares 971,710 Est. Cost $147.60 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNIC 5.3%
Value ($000) $207,687 Shares 2,145,303 Est. Cost $49491.82 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS 5.1%
Value ($000) $200,689 Shares 2,552,967 Est. Cost $77.42 Unrealized
IEI ISHARES TR LEHMAN 3-7 YR 3.4%
Value ($000) $133,284 Shares 1,153,475 Est. Cost $69195.81 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT-T 2.8%
Value ($000) $108,509 Shares 1,390,964 Est. Cost $77.65 Unrealized
IAI ISHARES TR DJ BROKER-DEAL 2.6%
Value ($000) $102,025 Shares 708,014 Est. Cost $116.93 Unrealized
TLT ISHARES TR 20 YR TRS BD 1.8%
Value ($000) $71,652 Shares 820,470 Est. Cost $27585.81 Unrealized
IEF ISHARES TR 7-10 YR TRS BD 1.8%
Value ($000) $69,929 Shares 756,395 Est. Cost $95.94 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TE 1.4%
Value ($000) $55,010 Shares 685,315 Est. Cost $75.68 Unrealized
IGV ISHARES TR GLMN SCHS SOFT 1.3%
Value ($000) $51,829 Shares 517,666 Est. Cost $100.12 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $51,352 Shares 234,069 Est. Cost $123.62 Unrealized +65.5%
CRM SALESFORCE INC COM 1.3%
Value ($000) $49,970 Shares 149,462 Est. Cost $222.41 Unrealized +42.4%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $49,173 Shares 85,874 Est. Cost $423.71 Unrealized +28.6%
JPM J P MORGAN CHASE AND CO 1.2%
Value ($000) $48,629 Shares 202,867 Est. Cost $205.17 Unrealized +11.1%
AAPL APPLE INC COM 1.2%
Value ($000) $47,965 Shares 191,540 Est. Cost $124.16 Unrealized +88.9%
WMT WALMART INC 1.2%
Value ($000) $47,722 Shares 528,185 Est. Cost $51.32 Unrealized +67.2%
IEUR ISHARES TR CORE MSCI EURO 1.2%
Value ($000) $46,989 Shares 870,485 Est. Cost $49086.14 Unrealized
TJX TJX COS INC 1.2%
Value ($000) $46,021 Shares 380,940 Est. Cost $64.34 Unrealized +83.0%
MA MASTERCARD INCORPORATED CL A 1.2%
Value ($000) $45,650 Shares 86,693 Est. Cost $141.37 Unrealized +264.1%
TMUS T-MOBILE US INC 1.1%
Value ($000) $45,046 Shares 204,076 Est. Cost $127.06 Unrealized +75.8%
MSFT MICROSOFT CORP 1.1%
Value ($000) $43,915 Shares 104,187 Est. Cost $85.71 Unrealized +392.8%
CB CHUBB LIMITED COM 1.1%
Value ($000) $43,817 Shares 158,587 Est. Cost $281.36 Unrealized +0.0%
META META PLATFORMS INC CL A 1.0%
Value ($000) $41,222 Shares 70,404 Est. Cost $379.34 Unrealized +54.1%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $37,607 Shares 470,795 Est. Cost $75.58 Unrealized +10.9%
MRK MERCK N CO INC NEW 0.9%
Value ($000) $36,816 Shares 370,089 Est. Cost $85.62 Unrealized +15.3%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $36,547 Shares 72,247 Est. Cost $234.50 Unrealized +135.8%
TMO THERMO FISHER SCIENTIFIC INC C 0.8%
Value ($000) $32,561 Shares 62,590 Est. Cost $548.12 Unrealized -0.1%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $31,335 Shares 53,466 Est. Cost $4237.64 Unrealized
TXN TEXAS INSTRS INC 0.8%
Value ($000) $30,297 Shares 161,576 Est. Cost $193.15 Unrealized +0.0%
PEP PEPSICO INC 0.8%
Value ($000) $29,694 Shares 195,281 Est. Cost $155.98 Unrealized +0.4%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $23,605 Shares 124,694 Est. Cost $105.83 Unrealized +64.5%
NVDA NVIDIA CORP 0.6%
Value ($000) $22,193 Shares 165,264 Est. Cost $87.27 Unrealized +57.9%
WELL WELLTOWER INC 0.5%
Value ($000) $21,512 Shares 170,686 Est. Cost $113.83 Unrealized +13.1%
QCOM QUALCOMM INC 0.5%
Value ($000) $19,430 Shares 126,481 Est. Cost $135.04 Unrealized +18.1%
AOR ISHARES TR SNP GRWTH ALL 0.4%
Value ($000) $14,117 Shares 246,288 Est. Cost $297.38 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.3%
Value ($000) $10,305 Shares 87,706 Est. Cost $228.67 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $973 Shares 12,856 Est. Cost $25697.87 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $924 Shares 1,570 Est. Cost $588.45 Unrealized
DUK DUKE ENERGY CORPORATION 0.0%
Value ($000) $455 Shares 4,227 Est. Cost $91.65 Unrealized +18.7%
V VISA INC 0.0%
Value ($000) $405 Shares 1,283 Est. Cost $199.72 Unrealized +49.4%
VT VANGUARD TTL WRLD STK INDX 0.0%
Value ($000) $368 Shares 3,132 Est. Cost $1119.29 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $337 Shares 1,045 Est. Cost $270.85 Unrealized
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value ($000) $234 Shares 4,502 Est. Cost $7931.23 Unrealized
NKE NIKE INC 0.0%
Value ($000) $177 Shares 2,345 Est. Cost $96.53 Unrealized -20.8%
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $177 Shares 2,636 Est. Cost $66.45 Unrealized
MLPX GLOBAL X FDS GLB X MLP ENRG I 0.0%
Value ($000) $151 Shares 2,500 Est. Cost $42.38 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST S 0.0%
Value ($000) $130 Shares 3,195 Est. Cost $44.67 Unrealized
AOM ISHARES CORE MODERATE ALLOCA 0.0%
Value ($000) $110 Shares 2,524 Est. Cost $43.44 Unrealized
DBA INVESCO DB MLTI SECTR CMMTY AG 0.0%
Value ($000) $108 Shares 4,058 Est. Cost $26.59 Unrealized
DBB INVESCO DB MLTI SECTR CMMTY BA 0.0%
Value ($000) $100 Shares 5,326 Est. Cost $20.30 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $93 Shares 1,090 Est. Cost $90.16 Unrealized
VCLT VANGUARD SCOTTSDALE FDS LG-TER 0.0%
Value ($000) $91 Shares 1,212 Est. Cost $59184.72 Unrealized
INDA ISHARES TR MSCI INDIA IDX 0.0%
Value ($000) $77 Shares 1,471 Est. Cost $52.64 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $60 Shares 710 Est. Cost $73.62 Unrealized +37.5%
EWT ISHARES INC MSCI TIW ETF NEW 0.0%
Value ($000) $59 Shares 1,140 Est. Cost $48.17 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $45 Shares 168 Est. Cost $269.95 Unrealized
EWN ISHARES INC MSCI NETHERLND 0.0%
Value ($000) $36 Shares 800 Est. Cost $47.44 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.0%
Value ($000) $27 Shares 523 Est. Cost $53.47 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $24 Shares 144 Est. Cost $145.21 Unrealized +14.1%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $20 Shares 198 Est. Cost $100.92 Unrealized
SPSB SPDR SERIES TRUST BARC CAPTL E 0.0%
Value ($000) $20 Shares 660 Est. Cost $29.59 Unrealized
AOK ISHARES CORE CONSERVATIVE AL 0.0%
Value ($000) $20 Shares 524 Est. Cost $37.33 Unrealized
XLI INDUSTRIAL SEL SEC SPDR FD 0.0%
Value ($000) $19 Shares 141 Est. Cost $104.50 Unrealized
HYG ISHARES TR HIGH YLD CORP 0.0%
Value ($000) $18 Shares 233 Est. Cost $76.74 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $17 Shares 75 Est. Cost $206.15 Unrealized +11.7%
EWS ISHARES INC MSCI SNG ETF NEW 0.0%
Value ($000) $15 Shares 673 Est. Cost $21.85 Unrealized
MBB ISHARES TR MBS FIXED BDFD 0.0%
Value ($000) $14 Shares 150 Est. Cost $94.87 Unrealized
VTI VANGUARD INDEX TR STK MRK VIPE 0.0%
Value ($000) $11 Shares 39 Est. Cost $213.06 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $134.44 Unrealized +32.0%
LLY LILLY ELI AND CO 0.0%
Value ($000) $8 Shares 10 Est. Cost $556.49 Unrealized +47.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.0%
Value ($000) $8 Shares 17 Est. Cost $419.60 Unrealized +10.0%
VYMI VANGUARD WHITEHALL FDS INC INT 0.0%
Value ($000) $7 Shares 103 Est. Cost $61.89 Unrealized
TSLA TESLA MTRS INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $249.32 Unrealized +29.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $6 Shares 34 Est. Cost $129.46 Unrealized +35.7%
TFLO ISHARES TR TRS FLT RT BD 0.0%
Value ($000) $6 Shares 123 Est. Cost $50.52 Unrealized
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $6 Shares 40 Est. Cost $126.75 Unrealized +18.0%
DVYA ISHARES INC ASIA PAC30 IDX 0.0%
Value ($000) $6 Shares 160 Est. Cost $32.04 Unrealized
GOVT ISHARES TR US TREASURY BD 0.0%
Value ($000) $6 Shares 240 Est. Cost $22.04 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $151.28 Unrealized +20.9%
COST COSTCO WHSL CORP 0.0%
Value ($000) $5 Shares 5 Est. Cost $598.15 Unrealized +54.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $4 Shares 97 Est. Cost $41.49 Unrealized -3.6%
MS MORGAN STANLEY 0.0%
Value ($000) $3 Shares 25 Est. Cost $92.07 Unrealized +29.8%
SPGI S AND P GLOBAL INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $435.37 Unrealized +15.6%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $3 Shares 67 Est. Cost $37.04 Unrealized +15.6%
KO COCA COLA CO 0.0%
Value ($000) $3 Shares 46 Est. Cost $58.32 Unrealized +8.2%
USIG ISHARES TR LEHMAN CR BD 0.0%
Value ($000) $3 Shares 56 Est. Cost $48.07 Unrealized
EWJV ISHARES TR MSCI JP VALUE 0.0%
Value ($000) $3 Shares 90 Est. Cost $29.18 Unrealized
NFLX NETFLIX COM INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $42.64 Unrealized +93.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $362.76 Unrealized +43.6%
ABT ABBOTT LABS 0.0%
Value ($000) $3 Shares 23 Est. Cost $102.04 Unrealized +11.1%
BX BLACKSTONE INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $125.85 Unrealized +34.1%
HD HOME DEPOT INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $306.48 Unrealized +29.6%
WFC WELLS FARGO AND CO NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $55.66 Unrealized +19.8%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $2 Shares 31 Est. Cost $70.16 Unrealized +5.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $94.64 Unrealized +27.4%
KKR KKR N CO INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $105.26 Unrealized +38.5%
PFE PFIZER INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $29.21 Unrealized -14.0%
DHR DANAHER CORP DEL 0.0%
Value ($000) $2 Shares 8 Est. Cost $222.30 Unrealized +9.7%
AMGN AMGEN INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $243.82 Unrealized +17.3%
SYK STRYKER CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $297.27 Unrealized +23.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $135.12 Unrealized +15.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2 Shares 6 Est. Cost $240.90 Unrealized +17.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $56.73 Unrealized +55.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $125.40 Unrealized +40.2%
CME CME GROUP INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $195.51 Unrealized +12.4%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 27 Est. Cost $53.49 Unrealized -1.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $72.91 Unrealized +19.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $126.07 Unrealized -17.9%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $1 Shares 6 Est. Cost $202.00 Unrealized +14.8%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $388.67 Unrealized +21.7%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $58.02 Unrealized +12.7%
ADBE ADOBE SYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $514.80 Unrealized -3.8%
INTU INTUIT 0.0%
Value ($000) $1 Shares 2 Est. Cost $566.75 Unrealized +12.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $349.73 Unrealized +32.5%
T AT AND T INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $13.14 Unrealized +63.7%
MSCI MSCI INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $539.08 Unrealized +9.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $269.51 Unrealized +7.7%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $1 Shares 29 Est. Cost $29.34 Unrealized +34.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.98 Unrealized +32.5%
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $486.99 Unrealized +14.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $439.15 Unrealized -6.8%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $283.64 Unrealized +9.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.30 Unrealized +10.1%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $418.45 Unrealized +25.8%
MRSH MARSH AND MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $204.32 Unrealized +6.6%
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $114.08 Unrealized +77.6%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.0%
Value ($000) $1 Shares 3 Est. Cost $304.36 Unrealized +16.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.78 Unrealized +25.9%
FISV FISERV INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $162.35 Unrealized +25.7%
LOW LOWES COS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.91 Unrealized +21.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $37.05 Unrealized +57.2%
ZTS ZOETIS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.99 Unrealized +0.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.88 Unrealized -4.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.70 Unrealized +18.3%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $245.87 Unrealized -8.4%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $1 Shares 4 Est. Cost $131.75 Unrealized +64.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.31 Unrealized +24.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $108.55 Unrealized +32.5%
TGT TARGET CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $123.87 Unrealized +10.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $159.77 Unrealized +18.5%
USB US BANCORP DEL COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.15 Unrealized +13.3%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $62.71 Unrealized -14.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.62 Unrealized +23.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $315.21 Unrealized +15.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $144.90 Unrealized +17.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1 Est. Cost $781.58 Unrealized +6.8%
APO Apollo Global Management Inc C 0.0%
Value ($000) $1 Shares 4 Est. Cost $156.00 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.40 Unrealized +27.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.66 Unrealized +3.6%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $469.45 Unrealized +42.5%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $125.76 Unrealized +18.2%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $60.85 Unrealized +25.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $262.38 Unrealized +10.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $268.37 Unrealized +29.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $78.44 Unrealized -10.8%
STT STATE STR CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $71.74 Unrealized +27.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $171.54 Unrealized +10.7%
AJG GALLAGHER ARTHUR J AND CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $257.51 Unrealized +11.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $105.68 Unrealized +3.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $37.11 Unrealized +14.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.94 Unrealized +8.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $121.86 Unrealized +6.8%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $1 Shares 1 Est. Cost $482.70 Unrealized +12.8%
DISCOVER FINL SVCS 0.0%
Value ($000) $1 Shares 3 Est. Cost $148.28 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $89.15 Unrealized +19.4%
WDAY WORKDAY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $255.47 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $360.09 Unrealized -26.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $150.05 Unrealized +62.7%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.76 Unrealized +14.0%
KVUE KENVUE INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.54 Unrealized +5.5%
KR KROGER CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.16 Unrealized +21.6%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $447.51 Unrealized +16.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $211.02 Unrealized +16.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $61.45 Unrealized -1.9%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $417.35 Unrealized +12.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $108.15 Unrealized +7.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.17 Unrealized +14.4%
MSI MOTOROLA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $277.38 Unrealized +68.9%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $69.04 Unrealized +7.1%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $176.73 Unrealized +34.9%
COR CENCORA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.57 Unrealized +26.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $64.29 Unrealized -0.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $241.19 Unrealized -4.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.77 Unrealized +3.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $176.96 Unrealized +22.5%
CNC CENTENE CORP DEL 0.0%
Value ($000) $0 Shares 7 Est. Cost $66.95 Unrealized -6.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $54.79 Unrealized -3.3%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.14 Unrealized +4.6%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.62 Unrealized +29.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $498.67 Unrealized -12.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.30 Unrealized +23.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.45 Unrealized +17.5%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $34.22 Unrealized -34.1%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $138.06 Unrealized -2.4%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $217.13 Unrealized -2.9%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $175.11 Unrealized +16.7%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $110.96 Unrealized -33.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $432.06 Unrealized -24.4%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.88 Unrealized +23.7%
MTB M AND T BK CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.37 Unrealized +19.1%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.34 Unrealized +32.4%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $92.48 Unrealized +6.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.70 Unrealized +32.4%
CHTR CHARTER COMMUNICATIONS INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $415.80 Unrealized -13.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $332.59 Unrealized -0.0%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $197.37 Unrealized -12.4%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $293.70 Unrealized +19.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.87 Unrealized -0.7%
ANSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $337.00 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $384.28 Unrealized -18.4%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $99.99 Unrealized +13.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.64 Unrealized +49.4%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $118.12 Unrealized -10.2%
CHD CHURCH AND DWIGHT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $95.71 Unrealized +8.7%
WTW WILLIS TOWERS WATSON PUB LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $252.98 Unrealized +19.6%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $267.47 Unrealized -36.9%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.83 Unrealized +29.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $67.49 Unrealized -23.3%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $210.13 Unrealized +40.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $36.55 Unrealized +17.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $124.31 Unrealized +23.1%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $314.76 Unrealized -1.9%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $124.82 Unrealized +13.8%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.99 Unrealized +41.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $194.07 Unrealized +39.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $13.60 Unrealized +15.4%
COO COOPER COS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $98.46 Unrealized +3.5%
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $113.48 Unrealized +40.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $125.57 Unrealized +5.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.66 Unrealized +5.3%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $223.91 Unrealized +12.5%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $46.04 Unrealized +30.4%
KELLANOVA COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.40 Unrealized +31.6%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $110.58 Unrealized +97.3%
MKC MCCORMICK AND CO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.44 Unrealized -1.7%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $199.50 Unrealized +13.5%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.05 Unrealized -10.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.76 Unrealized -33.7%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $200.47 Unrealized +28.5%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.74 Unrealized -43.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.85 Unrealized -6.9%
RVTY REVVITY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.98 Unrealized +0.2%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.08 Unrealized +5.5%
AIZ ASSURANT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $204.34 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $19.55 Unrealized +20.4%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $345.55 Unrealized -35.4%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 1 Est. Cost $198.06 Unrealized +12.4%
STE STERIS PLC SHS USD 0.0%
Value ($000) $0 Shares 1 Est. Cost $214.53 Unrealized +1.3%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.55 Unrealized +91.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.42 Unrealized -14.2%
BRO BROWN AND BROWN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $89.06 Unrealized +19.1%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $152.55 Unrealized +18.5%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $9.88 Unrealized +17.8%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.95 Unrealized +38.5%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $30.70 Unrealized +51.0%
KEY KEYCORP NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $14.89 Unrealized +14.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.14 Unrealized +10.5%
EBAY EBAY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $46.08 Unrealized +35.4%
EXPE EXPEDIA INC DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.50 Unrealized +56.1%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.30 Unrealized -6.2%
PTC PTC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.02 Unrealized +32.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.94 Unrealized +20.5%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.05 Unrealized +50.1%
TFX TELEFLEX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.37 Unrealized -8.8%
WRB BERKLEY W R CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.40 Unrealized +6.4%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.46 Unrealized +19.7%
JKHY HENRY JACK AND ASSOC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $166.06 Unrealized +6.0%
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $193.29 Unrealized -1.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.72 Unrealized -15.7%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.51 Unrealized +12.7%
WBD WARNER BROS DISCOVERY INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $12.18 Unrealized -23.7%
L LOEWS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.84 Unrealized +5.5%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.99 Unrealized -2.0%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $111.55 Unrealized -57.2%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.96 Unrealized +22.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $139.91 Unrealized +12.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $148.10 Unrealized +8.8%
IVZ INVESCO LTD 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.53 Unrealized +16.7%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.92 Unrealized -13.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.69 Unrealized +6.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.41 Unrealized +15.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $127.23 Unrealized +20.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.96 Unrealized -48.8%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.53 Unrealized +41.6%
DVA DAVITA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.00 Unrealized +53.7%
JBL JABIL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $133.73 Unrealized -2.1%
TECH BIO TECHNE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.67 Unrealized -3.6%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.90 Unrealized -0.1%
INCY INCYTE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.04 Unrealized +13.0%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.43 Unrealized -3.5%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.25 Unrealized -9.5%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.70 Unrealized +15.3%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.60 Unrealized +45.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.09 Unrealized +27.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.14 Unrealized -29.1%
TER TERADYNE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.39 Unrealized +12.8%
BEN FRANKLIN RES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $21.88 Unrealized -10.5%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.42 Unrealized +59.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.49 Unrealized -16.8%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.48 Unrealized +62.2%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.14 Unrealized -7.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.89 Unrealized +8.1%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.86 Unrealized +12.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.82 Unrealized -15.3%
PHM PULTE HOMES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.26 Unrealized +64.3%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.77 Unrealized +6.1%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.87 Unrealized +40.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.58 Unrealized -1.5%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.36 Unrealized -10.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.11 Unrealized -11.6%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.26 Unrealized +62.9%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.84 Unrealized -4.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.86 Unrealized +25.1%
BBY BEST BUY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $68.67 Unrealized +25.0%
WALGREENS BOOTS ALLIANCE INC C 0.0%
Value ($000) $0 Shares 9 Est. Cost $17.89 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $30.28 Unrealized -5.8%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.14 Unrealized +7.7%
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $19.91 Unrealized +39.0%
KMX CARMAX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.89 Unrealized -4.1%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.62 Unrealized +51.4%
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.45 Unrealized +37.0%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $53.12 Unrealized -20.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.00 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.84 Unrealized -26.2%
TRMB TRIMBLE NAVIGATION LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.97 Unrealized +28.4%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.45 Unrealized -44.3%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.75 Unrealized +68.5%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.31 Unrealized -22.7%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $59.60 Unrealized +4.6%
FOX FOX CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.46 Unrealized +46.5%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.81 Unrealized
MGM MGM MIRAGE 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.19 Unrealized -14.5%
CZR CAESARS ENTERTAINMENT INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.13 Unrealized -25.5%
BWA BORG WARNER INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.40 Unrealized -10.5%
NWS NEWS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.37 Unrealized +47.2%
ESC GCI LIBERTY INC SR 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized