Caldwell Trust Co Diversified Active

CIK: 0002080218 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Oct 1, 2025

Total Value ($000): $792,093 (100.0% shares, 0.0% debt)

Holdings (703)

AAPL APPLE INC 6.1%
Value ($000) $48,101 Shares 249,838 Est. Cost $96.91 Unrealized +88.6%
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $31,427 Shares 66,120 Est. Cost $334.88 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $30,787 Shares 81,871 Est. Cost $150.51 Unrealized +132.8%
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $21,428 Shares 43,270 Est. Cost $17.55 Unrealized +163.9%
AMZN AMAZON COM INC 2.7%
Value ($000) $21,091 Shares 138,814 Est. Cost $123.35 Unrealized +13.6%
GOOGL ALPHABET INC 2.5%
Value ($000) $20,119 Shares 144,026 Est. Cost $107.74 Unrealized +23.8%
HD HOME DEPOT INC 2.5%
Value ($000) $19,914 Shares 57,465 Est. Cost $203.30 Unrealized +44.5%
LLY ELI LILLY & CO 1.7%
Value ($000) $13,418 Shares 23,018 Est. Cost $123.86 Unrealized +364.3%
MCD MCDONALDS CORP 1.6%
Value ($000) $12,950 Shares 43,674 Est. Cost $174.06 Unrealized +48.6%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $12,627 Shares 207,879 Est. Cost $62.06 Unrealized -13.9%
MDY SPDR S&P MIDCAP 400 ETF TR 1.6%
Value ($000) $12,420 Shares 24,479 Est. Cost $376.64 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $12,019 Shares 70,656 Est. Cost $111.51 Unrealized +29.9%
RSP INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $10,992 Shares 69,657 Est. Cost $127.56 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $10,806 Shares 68,945 Est. Cost $115.40 Unrealized +24.4%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $10,426 Shares 19,804 Est. Cost $253.77 Unrealized +101.5%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $9,818 Shares 23,020 Est. Cost $273.36 Unrealized +45.3%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $9,436 Shares 63,264 Est. Cost $96.11 Unrealized +43.4%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $9,084 Shares 61,992 Est. Cost $106.32 Unrealized +32.3%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $8,968 Shares 21,898 Est. Cost $259.71 Unrealized
BLACKROCK INC 1.1%
Value ($000) $8,886 Shares 10,946 Est. Cost $536.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $8,833 Shares 24,765 Est. Cost $220.00 Unrealized +59.5%
IJR ISHARES TR 1.1%
Value ($000) $8,812 Shares 81,400 Est. Cost $88.76 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $8,499 Shares 12,875 Est. Cost $344.14 Unrealized +66.6%
AMGN AMGEN INC 1.1%
Value ($000) $8,478 Shares 29,437 Est. Cost $184.93 Unrealized +37.9%
IVV ISHARES TR 1.0%
Value ($000) $8,126 Shares 17,013 Est. Cost $404.06 Unrealized
V VISA INC 1.0%
Value ($000) $8,118 Shares 31,182 Est. Cost $175.79 Unrealized +38.0%
IGSB ISHARES TR 1.0%
Value ($000) $8,095 Shares 157,868 Est. Cost $54.54 Unrealized
HON HONEYWELL INTL INC 1.0%
Value ($000) $7,634 Shares 36,403 Est. Cost $143.91 Unrealized +19.7%
VO VANGUARD INDEX FDS 0.9%
Value ($000) $6,899 Shares 29,657 Est. Cost $187.62 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $6,784 Shares 39,941 Est. Cost $119.97 Unrealized +28.2%
UNP UNION PAC CORP 0.9%
Value ($000) $6,763 Shares 27,534 Est. Cost $160.64 Unrealized +30.3%
WMT WALMART INC 0.8%
Value ($000) $6,584 Shares 41,763 Est. Cost $36.90 Unrealized +39.9%
ABT ABBOTT LABS 0.8%
Value ($000) $6,250 Shares 56,784 Est. Cost $78.59 Unrealized +22.3%
IGIB ISHARES TR 0.8%
Value ($000) $6,138 Shares 118,046 Est. Cost $59.26 Unrealized
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $6,063 Shares 38,561 Est. Cost $148.32 Unrealized -9.5%
CAT CATERPILLAR INC 0.7%
Value ($000) $5,851 Shares 19,790 Est. Cost $126.85 Unrealized +98.0%
MRK MERCK & CO INC 0.7%
Value ($000) $5,834 Shares 53,516 Est. Cost $67.56 Unrealized +43.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $5,581 Shares 55,823 Est. Cost $59.34 Unrealized +64.5%
BX BLACKSTONE INC 0.7%
Value ($000) $5,377 Shares 41,072 Est. Cost $61.59 Unrealized +65.7%
AGG ISHARES TR 0.6%
Value ($000) $5,045 Shares 50,829 Est. Cost $113.48 Unrealized
CRM SALESFORCE INC 0.6%
Value ($000) $4,919 Shares 18,693 Est. Cost $166.80 Unrealized +34.1%
NOBL PROSHARES TR 0.6%
Value ($000) $4,685 Shares 49,212 Est. Cost $78.91 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $4,652 Shares 33,587 Est. Cost $86.19 Unrealized +49.1%
IJH ISHARES TR 0.6%
Value ($000) $4,523 Shares 16,320 Est. Cost $248.67 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $4,387 Shares 74,449 Est. Cost $45.99 Unrealized +15.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $4,341 Shares 8 Est. Cost $390255.84 Unrealized +36.8%
CSCO CISCO SYS INC 0.5%
Value ($000) $4,322 Shares 85,544 Est. Cost $39.06 Unrealized +22.8%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $4,232 Shares 12,061 Est. Cost $218.89 Unrealized +42.8%
ABBV ABBVIE INC 0.5%
Value ($000) $3,990 Shares 25,746 Est. Cost $66.20 Unrealized +105.0%
ADBE ADOBE INC 0.5%
Value ($000) $3,868 Shares 6,483 Est. Cost $353.62 Unrealized +63.1%
SJNK SPDR SER TR 0.5%
Value ($000) $3,678 Shares 146,282 Est. Cost $26.56 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $3,538 Shares 36,352 Est. Cost $62.82 Unrealized +40.2%
SYK STRYKER CORPORATION 0.4%
Value ($000) $3,516 Shares 11,740 Est. Cost $205.29 Unrealized +33.9%
ZTS ZOETIS INC 0.4%
Value ($000) $3,494 Shares 17,703 Est. Cost $147.17 Unrealized +17.5%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,346 Shares 17,384 Est. Cost $126.26 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.4%
Value ($000) $3,293 Shares 119,136 Est. Cost $16.80 Unrealized +30.4%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $3,182 Shares 32,794 Est. Cost $75.64 Unrealized +10.8%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,142 Shares 6,932 Est. Cost $323.71 Unrealized +28.9%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $3,105 Shares 8,240 Est. Cost $285.10 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $3,012 Shares 25,289 Est. Cost $73.87 Unrealized +50.4%
AVGO BROADCOM INC 0.4%
Value ($000) $2,992 Shares 2,680 Est. Cost $34.30 Unrealized +168.9%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $2,974 Shares 31,613 Est. Cost $60.01 Unrealized +39.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $2,941 Shares 77,999 Est. Cost $42.46 Unrealized -27.0%
IEFA ISHARES TR 0.4%
Value ($000) $2,859 Shares 40,642 Est. Cost $66.84 Unrealized
MMM 3M CO 0.4%
Value ($000) $2,831 Shares 25,900 Est. Cost $114.72 Unrealized -34.2%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,772 Shares 11,685 Est. Cost $201.61 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $2,714 Shares 19,258 Est. Cost $108.26 Unrealized +24.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,553 Shares 15,608 Est. Cost $99.64 Unrealized +42.0%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $2,546 Shares 27,983 Est. Cost $71.38 Unrealized +16.3%
RTX RTX CORPORATION 0.3%
Value ($000) $2,533 Shares 30,109 Est. Cost $54.98 Unrealized +37.6%
PFE PFIZER INC 0.3%
Value ($000) $2,521 Shares 87,550 Est. Cost $29.05 Unrealized -9.1%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $2,519 Shares 52,589 Est. Cost $44.93 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $2,462 Shares 17,023 Est. Cost $80.45 Unrealized +47.1%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,355 Shares 69,944 Est. Cost $29.90 Unrealized -7.6%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $2,332 Shares 13,685 Est. Cost $128.94 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $2,289 Shares 21,111 Est. Cost $113.45 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $2,283 Shares 7,529 Est. Cost $217.43 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $2,231 Shares 13,917 Est. Cost $134.71 Unrealized +6.3%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $2,224 Shares 43,350 Est. Cost $46.52 Unrealized +1.1%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $2,202 Shares 21,232 Est. Cost $77.68 Unrealized +11.5%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,200 Shares 11,743 Est. Cost $121.84 Unrealized +28.9%
INTC INTEL CORP 0.3%
Value ($000) $2,184 Shares 43,457 Est. Cost $49.23 Unrealized -18.7%
LPLA LPL FINL HLDGS INC 0.3%
Value ($000) $2,141 Shares 9,408 Est. Cost $85.83 Unrealized +161.9%
PH PARKER-HANNIFIN CORP 0.3%
Value ($000) $2,139 Shares 4,643 Est. Cost $177.66 Unrealized +129.2%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $2,110 Shares 8,928 Est. Cost $176.28 Unrealized +13.5%
MS MORGAN STANLEY 0.3%
Value ($000) $2,107 Shares 22,593 Est. Cost $62.65 Unrealized +19.4%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,101 Shares 16,162 Est. Cost $77.25 Unrealized +54.5%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $2,086 Shares 3,827 Est. Cost $395.55 Unrealized +28.4%
WRB BERKLEY W R CORP 0.3%
Value ($000) $2,035 Shares 28,774 Est. Cost $30.50 Unrealized +41.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $2,032 Shares 7,759 Est. Cost $152.33 Unrealized +49.2%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,987 Shares 9,202 Est. Cost $213.83 Unrealized -18.1%
BA BOEING CO 0.2%
Value ($000) $1,964 Shares 7,533 Est. Cost $346.80 Unrealized -38.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,929 Shares 7,047 Est. Cost $194.92 Unrealized +33.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,869 Shares 6,339 Est. Cost $82.91 Unrealized +61.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,865 Shares 8,006 Est. Cost $160.30 Unrealized +38.5%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $1,859 Shares 22,088 Est. Cost $76.00 Unrealized +0.4%
EMXC ISHARES INC 0.2%
Value ($000) $1,843 Shares 33,269 Est. Cost $55.81 Unrealized
AON AON PLC 0.2%
Value ($000) $1,833 Shares 6,300 Est. Cost $192.58 Unrealized +63.7%
IJJ ISHARES TR 0.2%
Value ($000) $1,794 Shares 15,735 Est. Cost $127.95 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $1,792 Shares 11,054 Est. Cost $72.83 Unrealized +97.9%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,742 Shares 12,442 Est. Cost $106.69 Unrealized +16.9%
CMI CUMMINS INC 0.2%
Value ($000) $1,709 Shares 7,133 Est. Cost $154.61 Unrealized +40.2%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,707 Shares 18,200 Est. Cost $56.54 Unrealized +54.3%
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $1,692 Shares 35,620 Est. Cost $50.87 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,688 Shares 17,578 Est. Cost $84.26 Unrealized +9.4%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,651 Shares 21,681 Est. Cost $68.06 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,634 Shares 13,447 Est. Cost $109.52 Unrealized +1.5%
OUSA ALPS ETF TR 0.2%
Value ($000) $1,596 Shares 34,619 Est. Cost $40.35 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $1,502 Shares 3,657 Est. Cost $322.30 Unrealized +19.0%
ORCL ORACLE CORP 0.2%
Value ($000) $1,477 Shares 14,013 Est. Cost $51.16 Unrealized +108.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,453 Shares 12,519 Est. Cost $53.76 Unrealized +104.1%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $1,447 Shares 15,298 Est. Cost $67.49 Unrealized +32.3%
DVY ISHARES TR 0.2%
Value ($000) $1,432 Shares 12,218 Est. Cost $106.86 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,394 Shares 3,487 Est. Cost $195.78 Unrealized +86.5%
URI UNITED RENTALS INC 0.2%
Value ($000) $1,390 Shares 2,424 Est. Cost $187.05 Unrealized +147.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,320 Shares 32,721 Est. Cost $28.89 Unrealized +20.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,306 Shares 8,863 Est. Cost $99.21 Unrealized +18.8%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,292 Shares 5,298 Est. Cost $226.71 Unrealized +4.3%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,227 Shares 2,620 Est. Cost $324.60 Unrealized +39.3%
JNK SPDR SER TR 0.2%
Value ($000) $1,226 Shares 12,938 Est. Cost $104.30 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,210 Shares 13,404 Est. Cost $136.73 Unrealized -37.0%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,209 Shares 15,691 Est. Cost $75.83 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $1,206 Shares 38,677 Est. Cost $37.30 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $1,193 Shares 6,016 Est. Cost $180.46 Unrealized -2.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,174 Shares 14,723 Est. Cost $59.11 Unrealized +21.4%
PSX PHILLIPS 66 0.1%
Value ($000) $1,173 Shares 8,812 Est. Cost $92.98 Unrealized +19.4%
NKE NIKE INC 0.1%
Value ($000) $1,139 Shares 10,492 Est. Cost $107.42 Unrealized -4.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,129 Shares 4,670 Est. Cost $178.29 Unrealized +27.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,128 Shares 25,725 Est. Cost $39.18 Unrealized +2.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,103 Shares 4,249 Est. Cost $166.10 Unrealized +41.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,093 Shares 6,103 Est. Cost $130.84 Unrealized +24.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,080 Shares 3,473 Est. Cost $205.99 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1,041 Shares 15,126 Est. Cost $45.02 Unrealized +24.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,038 Shares 2,377 Est. Cost $358.25 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,036 Shares 14,308 Est. Cost $47.35 Unrealized +35.8%
LOW LOWES COS INC 0.1%
Value ($000) $1,033 Shares 4,640 Est. Cost $116.76 Unrealized +66.8%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $1,016 Shares 4,423 Est. Cost $144.05 Unrealized +34.4%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $1,012 Shares 1,980 Est. Cost $348.21 Unrealized +24.1%
NIC NICOLET BANKSHARES INC 0.1%
Value ($000) $1,012 Shares 12,578 Est. Cost $55.14 Unrealized +32.5%
FNWD FINWARD BANCORP 0.1%
Value ($000) $994 Shares 39,392 Est. Cost $24.19 Unrealized -14.7%
IWM ISHARES TR 0.1%
Value ($000) $992 Shares 4,940 Est. Cost $164.80 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $991 Shares 7,243 Est. Cost $126.75 Unrealized +3.1%
SPYG SPDR SER TR 0.1%
Value ($000) $976 Shares 14,996 Est. Cost $54.49 Unrealized
T AT&T INC 0.1%
Value ($000) $973 Shares 57,981 Est. Cost $17.98 Unrealized -20.9%
NUE NUCOR CORP 0.1%
Value ($000) $957 Shares 5,500 Est. Cost $68.32 Unrealized +124.4%
AZO AUTOZONE INC 0.1%
Value ($000) $957 Shares 370 Est. Cost $1414.61 Unrealized +83.3%
MCK MCKESSON CORP 0.1%
Value ($000) $939 Shares 2,029 Est. Cost $412.66 Unrealized +9.1%
COHEN & STEERS QUALITY INCOM 0.1%
Value ($000) $923 Shares 75,428 Est. Cost $14.52 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $918 Shares 8,537 Est. Cost $117.65 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $917 Shares 10,164 Est. Cost $57.81 Unrealized +33.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $912 Shares 18,523 Est. Cost $40.27 Unrealized +1.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $909 Shares 15,825 Est. Cost $21.54 Unrealized +139.3%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $909 Shares 12,359 Est. Cost $82.66 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $909 Shares 8,909 Est. Cost $96.76 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $894 Shares 10,835 Est. Cost $45.96 Unrealized +67.5%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $867 Shares 4,818 Est. Cost $143.01 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $858 Shares 11,149 Est. Cost $27.88 Unrealized +4.1%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $841 Shares 4,233 Est. Cost $108.49 Unrealized +58.7%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $832 Shares 2,656 Est. Cost $173.23 Unrealized +70.7%
NFLX NETFLIX INC 0.1%
Value ($000) $822 Shares 1,689 Est. Cost $40.95 Unrealized +6.6%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $814 Shares 4,996 Est. Cost $98.64 Unrealized +50.8%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $803 Shares 21,356 Est. Cost $30.74 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $798 Shares 2,557 Est. Cost $237.84 Unrealized +11.0%
GLDM WORLD GOLD TR 0.1%
Value ($000) $794 Shares 19,414 Est. Cost $38.41 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $787 Shares 10,300 Est. Cost $75.79 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $764 Shares 28,394 Est. Cost $25.70 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $748 Shares 3,232 Est. Cost $148.99 Unrealized +41.2%
ARISTA NETWORKS INC 0.1%
Value ($000) $745 Shares 3,164 Est. Cost $191.51 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $736 Shares 4,923 Est. Cost $124.42 Unrealized +3.6%
META META PLATFORMS INC 0.1%
Value ($000) $725 Shares 2,048 Est. Cost $251.03 Unrealized +28.8%
ALB ALBEMARLE CORP 0.1%
Value ($000) $713 Shares 4,933 Est. Cost $178.17 Unrealized -25.8%
IHI ISHARES TR 0.1%
Value ($000) $709 Shares 13,139 Est. Cost $98.59 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $706 Shares 1,214 Est. Cost $155.88 Unrealized +227.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $685 Shares 5,333 Est. Cost $95.66 Unrealized +15.4%
IWN ISHARES TR 0.1%
Value ($000) $679 Shares 4,369 Est. Cost $128.66 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $678 Shares 6,077 Est. Cost $97.12 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $664 Shares 3,502 Est. Cost $100.09 Unrealized +86.8%
HYD VANECK ETF TRUST 0.1%
Value ($000) $660 Shares 12,776 Est. Cost $64.05 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $659 Shares 8,747 Est. Cost $69.84 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $647 Shares 13,879 Est. Cost $38.37 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $631 Shares 5,860 Est. Cost $91.67 Unrealized -2.2%
SHEL SHELL PLC 0.1%
Value ($000) $631 Shares 9,588 Est. Cost $61.36 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $625 Shares 13,295 Est. Cost $61.90 Unrealized -35.1%
INTU INTUIT 0.1%
Value ($000) $621 Shares 994 Est. Cost $251.45 Unrealized +116.6%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $611 Shares 4,790 Est. Cost $57.68 Unrealized +58.6%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $608 Shares 17,483 Est. Cost $23.28 Unrealized +25.1%
PIONEER NAT RES CO 0.1%
Value ($000) $602 Shares 2,676 Est. Cost $224.46 Unrealized
FISV FISERV INC 0.1%
Value ($000) $596 Shares 4,483 Est. Cost $110.13 Unrealized +11.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $589 Shares 7,458 Est. Cost $64.99 Unrealized +0.6%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $588 Shares 10,913 Est. Cost $52.14 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $584 Shares 7,985 Est. Cost $71.56 Unrealized -9.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $582 Shares 1,726 Est. Cost $290.80 Unrealized +2.5%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $572 Shares 4,896 Est. Cost $56.93 Unrealized +102.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $561 Shares 5,392 Est. Cost $90.31 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $557 Shares 2,985 Est. Cost $145.04 Unrealized +22.5%
DEO DIAGEO PLC 0.1%
Value ($000) $556 Shares 3,819 Est. Cost $168.42 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $549 Shares 4,200 Est. Cost $107.20 Unrealized +11.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $546 Shares 6,632 Est. Cost $87.16 Unrealized -18.0%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $536 Shares 3,000 Est. Cost $108.09 Unrealized +55.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $535 Shares 3,923 Est. Cost $119.50 Unrealized
GLW CORNING INC 0.1%
Value ($000) $531 Shares 17,442 Est. Cost $29.12 Unrealized -6.9%
IWR ISHARES TR 0.1%
Value ($000) $516 Shares 6,637 Est. Cost $69.69 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $516 Shares 3,331 Est. Cost $125.84 Unrealized -4.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $514 Shares 1,718 Est. Cost $170.96 Unrealized +64.2%
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $503 Shares 42,552 Est. Cost $16.97 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $498 Shares 2,310 Est. Cost $167.96 Unrealized +9.7%
LAM RESEARCH CORP 0.1%
Value ($000) $495 Shares 632 Est. Cost $323.06 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $491 Shares 8,022 Est. Cost $50.05 Unrealized +14.5%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $490 Shares 2,174 Est. Cost $176.46 Unrealized +12.5%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $482 Shares 3,225 Est. Cost $127.97 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $480 Shares 6,851 Est. Cost $50.63 Unrealized +25.9%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $478 Shares 5,325 Est. Cost $91.44 Unrealized -20.0%
HYMB SPDR SER TR 0.1%
Value ($000) $477 Shares 18,842 Est. Cost $42.12 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $468 Shares 13,024 Est. Cost $38.18 Unrealized -7.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $464 Shares 4,127 Est. Cost $101.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $444 Shares 837 Est. Cost $482.07 Unrealized -0.3%
ASML ASML HOLDING N V 0.1%
Value ($000) $444 Shares 586 Est. Cost $304.59 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $442 Shares 966 Est. Cost $364.70 Unrealized +31.5%
IWD ISHARES TR 0.1%
Value ($000) $441 Shares 2,670 Est. Cost $136.48 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $441 Shares 6,808 Est. Cost $16.97 Unrealized +69.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $437 Shares 4,880 Est. Cost $49.61 Unrealized +61.7%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $434 Shares 6,342 Est. Cost $78.90 Unrealized -21.5%
TSLA TESLA INC 0.1%
Value ($000) $434 Shares 1,745 Est. Cost $225.50 Unrealized +5.4%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $430 Shares 1,590 Est. Cost $172.76 Unrealized +40.6%
SAM BOSTON BEER INC 0.1%
Value ($000) $415 Shares 1,200 Est. Cost $376.63 Unrealized -6.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $403 Shares 2,717 Est. Cost $56.48 Unrealized +151.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $399 Shares 1,869 Est. Cost $191.48 Unrealized
UNILEVER PLC 0.1%
Value ($000) $397 Shares 8,185 Est. Cost $57.17 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $386 Shares 9,152 Est. Cost $38.84 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $382 Shares 1,007 Est. Cost $247.49 Unrealized +34.8%
ITA ISHARES TR 0.0%
Value ($000) $379 Shares 2,990 Est. Cost $160.78 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $377 Shares 977 Est. Cost $272.76 Unrealized +16.5%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $374 Shares 5,145 Est. Cost $60.53 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $372 Shares 918 Est. Cost $150.84 Unrealized +29.8%
LEN LENNAR CORP 0.0%
Value ($000) $367 Shares 2,463 Est. Cost $69.76 Unrealized +67.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $366 Shares 1,914 Est. Cost $171.13 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $352 Shares 2,589 Est. Cost $127.33 Unrealized -8.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $351 Shares 8,529 Est. Cost $45.34 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $346 Shares 3,430 Est. Cost $94.69 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $345 Shares 1,434 Est. Cost $102.52 Unrealized +110.2%
SNPS SYNOPSYS INC 0.0%
Value ($000) $344 Shares 669 Est. Cost $137.18 Unrealized +272.8%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $341 Shares 6,077 Est. Cost $50.79 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $339 Shares 3,248 Est. Cost $121.47 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $335 Shares 5,605 Est. Cost $56.84 Unrealized +3.1%
SNY SANOFI 0.0%
Value ($000) $335 Shares 6,728 Est. Cost $49.36 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $331 Shares 1,767 Est. Cost $166.25 Unrealized -2.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $319 Shares 3,613 Est. Cost $93.22 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $318 Shares 8,614 Est. Cost $41.39 Unrealized -31.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $318 Shares 7,935 Est. Cost $38.46 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $313 Shares 1,296 Est. Cost $246.13 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $309 Shares 2,795 Est. Cost $125.64 Unrealized
CSX CSX CORP 0.0%
Value ($000) $294 Shares 8,467 Est. Cost $27.35 Unrealized +12.8%
TGT TARGET CORP 0.0%
Value ($000) $291 Shares 2,041 Est. Cost $121.49 Unrealized -7.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $290 Shares 600 Est. Cost $254.20 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $290 Shares 3,571 Est. Cost $74.12 Unrealized -3.2%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $289 Shares 23,710 Est. Cost $16.51 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $284 Shares 2,345 Est. Cost $60.74 Unrealized +90.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $282 Shares 4,330 Est. Cost $45.63 Unrealized +30.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $279 Shares 1,635 Est. Cost $116.67 Unrealized +24.7%
SDY SPDR SER TR 0.0%
Value ($000) $278 Shares 2,227 Est. Cost $112.97 Unrealized
NPO ENPRO INC 0.0%
Value ($000) $277 Shares 1,770 Est. Cost $106.19 Unrealized +21.8%
FNB F N B CORP 0.0%
Value ($000) $275 Shares 20,000 Est. Cost $9.71 Unrealized +13.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $273 Shares 2,105 Est. Cost $105.51 Unrealized +1.3%
IYH ISHARES TR 0.0%
Value ($000) $270 Shares 944 Est. Cost $228.42 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $269 Shares 4,473 Est. Cost $53.70 Unrealized -2.6%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $268 Shares 569 Est. Cost $253.12 Unrealized +76.5%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $267 Shares 1,323 Est. Cost $116.41 Unrealized +54.2%
IEMG ISHARES INC 0.0%
Value ($000) $267 Shares 5,276 Est. Cost $53.59 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $267 Shares 1,962 Est. Cost $127.14 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $263 Shares 3,404 Est. Cost $86.35 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $258 Shares 660 Est. Cost $220.16 Unrealized +55.2%
BP BP PLC 0.0%
Value ($000) $249 Shares 7,040 Est. Cost $31.95 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $247 Shares 1,940 Est. Cost $69.56 Unrealized +64.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $246 Shares 1,096 Est. Cost $158.97 Unrealized +46.2%
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $245 Shares 6,148 Est. Cost $30.71 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $245 Shares 1,286 Est. Cost $141.67 Unrealized +17.6%
IVW ISHARES TR 0.0%
Value ($000) $243 Shares 3,230 Est. Cost $94.77 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $242 Shares 4,208 Est. Cost $41.93 Unrealized +27.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $242 Shares 3,215 Est. Cost $60.92 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $241 Shares 1,664 Est. Cost $137.02 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $240 Shares 1,094 Est. Cost $201.89 Unrealized
DOW DOW INC 0.0%
Value ($000) $237 Shares 4,313 Est. Cost $37.58 Unrealized +18.9%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $236 Shares 2,292 Est. Cost $80.45 Unrealized +3.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $235 Shares 3,259 Est. Cost $49.92 Unrealized +35.8%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $233 Shares 2,353 Est. Cost $28.34 Unrealized +53.1%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $233 Shares 930 Est. Cost $212.85 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $227 Shares 12,703 Est. Cost $13.63 Unrealized -4.2%
CDW CDW CORP 0.0%
Value ($000) $225 Shares 990 Est. Cost $129.15 Unrealized +59.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $223 Shares 3,000 Est. Cost $54.25 Unrealized +33.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $219 Shares 6,364 Est. Cost $22.91 Unrealized +11.5%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $219 Shares 1,921 Est. Cost $90.56 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $218 Shares 2,587 Est. Cost $84.53 Unrealized -18.2%
USB US BANCORP DEL 0.0%
Value ($000) $218 Shares 5,041 Est. Cost $44.13 Unrealized -25.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $208 Shares 91 Est. Cost $39.49 Unrealized +5.4%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $207 Shares 24,400 Est. Cost $11.30 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $205 Shares 2,394 Est. Cost $69.89 Unrealized
EQT EQT CORP 0.0%
Value ($000) $202 Shares 5,225 Est. Cost $33.23 Unrealized +18.3%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $199 Shares 4,700 Est. Cost $43.98 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $199 Shares 18,113 Est. Cost $14.42 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $197 Shares 761 Est. Cost $278.73 Unrealized -11.9%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $194 Shares 3,175 Est. Cost $56.03 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $186 Shares 1,165 Est. Cost $114.38 Unrealized +25.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $184 Shares 856 Est. Cost $33.60 Unrealized +17.2%
ADSK AUTODESK INC 0.0%
Value ($000) $181 Shares 742 Est. Cost $196.20 Unrealized +10.1%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $181 Shares 10,689 Est. Cost $16.93 Unrealized -11.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $177 Shares 2,106 Est. Cost $68.38 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $176 Shares 5,480 Est. Cost $28.68 Unrealized
EWH ISHARES INC 0.0%
Value ($000) $174 Shares 10,000 Est. Cost $24.33 Unrealized
MET METLIFE INC 0.0%
Value ($000) $173 Shares 2,622 Est. Cost $44.76 Unrealized +31.3%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $173 Shares 1,380 Est. Cost $79.98 Unrealized +35.6%
CB CHUBB LIMITED 0.0%
Value ($000) $173 Shares 767 Est. Cost $169.53 Unrealized +26.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $173 Shares 2,729 Est. Cost $67.73 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $172 Shares 1,558 Est. Cost $101.51 Unrealized -6.5%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $171 Shares 3,347 Est. Cost $50.49 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $170 Shares 357 Est. Cost $245.53 Unrealized +79.2%
FLRN SPDR SER TR 0.0%
Value ($000) $170 Shares 5,560 Est. Cost $30.56 Unrealized
SON SONOCO PRODS CO 0.0%
Value ($000) $169 Shares 3,029 Est. Cost $47.55 Unrealized +4.2%
SRE SEMPRA 0.0%
Value ($000) $169 Shares 2,260 Est. Cost $64.85 Unrealized +2.9%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $168 Shares 1,252 Est. Cost $120.08 Unrealized +0.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $165 Shares 1,155 Est. Cost $134.82 Unrealized -8.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $164 Shares 781 Est. Cost $177.58 Unrealized +1.3%
GWW GRAINGER W W INC 0.0%
Value ($000) $161 Shares 194 Est. Cost $412.20 Unrealized +83.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $160 Shares 896 Est. Cost $154.76 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $158 Shares 750 Est. Cost $155.83 Unrealized +24.9%
CTVA CORTEVA INC 0.0%
Value ($000) $157 Shares 3,275 Est. Cost $29.75 Unrealized +56.5%
C CITIGROUP INC 0.0%
Value ($000) $155 Shares 3,008 Est. Cost $49.59 Unrealized -16.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $154 Shares 1,172 Est. Cost $92.59 Unrealized +12.9%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $150 Shares 3,000 Est. Cost $26.91 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $148 Shares 1,500 Est. Cost $60.10 Unrealized +27.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $148 Shares 2,057 Est. Cost $73.80 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $148 Shares 4,085 Est. Cost $39.38 Unrealized -18.8%
GOVT ISHARES TR 0.0%
Value ($000) $143 Shares 6,207 Est. Cost $25.02 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $140 Shares 1,107 Est. Cost $96.85 Unrealized +10.3%
WU WESTERN UN CO 0.0%
Value ($000) $139 Shares 11,689 Est. Cost $26.78 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $139 Shares 1,690 Est. Cost $82.99 Unrealized
BALL BALL CORP 0.0%
Value ($000) $138 Shares 2,406 Est. Cost $63.09 Unrealized -20.7%
TRU TRANSUNION 0.0%
Value ($000) $137 Shares 2,000 Est. Cost $80.90 Unrealized -25.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $137 Shares 1,800 Est. Cost $72.90 Unrealized -4.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $137 Shares 2,369 Est. Cost $45.37 Unrealized +11.8%
O REALTY INCOME CORP 0.0%
Value ($000) $133 Shares 2,314 Est. Cost $54.07 Unrealized -14.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $133 Shares 1,743 Est. Cost $72.28 Unrealized -12.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $130 Shares 1,158 Est. Cost $95.76 Unrealized -5.0%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $130 Shares 5,132 Est. Cost $18.86 Unrealized +18.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $130 Shares 295 Est. Cost $303.85 Unrealized +27.8%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $130 Shares 1,675 Est. Cost $79.06 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $129 Shares 3,600 Est. Cost $33.63 Unrealized -10.1%
NOW SERVICENOW INC 0.0%
Value ($000) $124 Shares 176 Est. Cost $89.66 Unrealized +40.6%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $122 Shares 892 Est. Cost $142.89 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $121 Shares 1,726 Est. Cost $47.74 Unrealized +26.4%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $118 Shares 1,000 Est. Cost $87.43 Unrealized +27.2%
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $118 Shares 2,850 Est. Cost $61.99 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $116 Shares 125 Est. Cost $26.60 Unrealized +163.6%
MTB M & T BK CORP 0.0%
Value ($000) $115 Shares 840 Est. Cost $123.36 Unrealized -4.9%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $112 Shares 864 Est. Cost $314.21 Unrealized -65.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $112 Shares 1,443 Est. Cost $71.00 Unrealized -1.7%
SOUTHSTATE CORPORATION 0.0%
Value ($000) $111 Shares 1,318 Est. Cost $47.66 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $110 Shares 435 Est. Cost $165.36 Unrealized +46.5%
DSI ISHARES TR 0.0%
Value ($000) $109 Shares 1,200 Est. Cost $95.84 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $108 Shares 1,069 Est. Cost $47.83 Unrealized -5.1%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $108 Shares 2,922 Est. Cost $31.45 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $107 Shares 2,085 Est. Cost $47.75 Unrealized -2.7%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $106 Shares 1,323 Est. Cost $55.12 Unrealized +31.5%
VTR VENTAS INC 0.0%
Value ($000) $106 Shares 2,120 Est. Cost $48.92 Unrealized -14.7%
CSL CARLISLE COS INC 0.0%
Value ($000) $105 Shares 337 Est. Cost $143.08 Unrealized +87.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $105 Shares 339 Est. Cost $180.48 Unrealized +49.7%
USMV ISHARES TR 0.0%
Value ($000) $104 Shares 1,336 Est. Cost $70.12 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $103 Shares 1,442 Est. Cost $71.99 Unrealized -3.3%
FLOT ISHARES TR 0.0%
Value ($000) $100 Shares 1,973 Est. Cost $50.92 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $98 Shares 1,547 Est. Cost $60.47 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $97 Shares 320 Est. Cost $189.48 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $97 Shares 869 Est. Cost $77.46 Unrealized +28.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $96 Shares 2,660 Est. Cost $24.92 Unrealized +46.3%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $96 Shares 728 Est. Cost $112.05 Unrealized +7.1%
IYW ISHARES TR 0.0%
Value ($000) $93 Shares 760 Est. Cost $128.61 Unrealized
HPQ HP INC 0.0%
Value ($000) $93 Shares 3,082 Est. Cost $25.34 Unrealized +1.6%
RY ROYAL BK CDA 0.0%
Value ($000) $91 Shares 903 Est. Cost $84.34 Unrealized +4.5%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $90 Shares 4,280 Est. Cost $19.65 Unrealized
IT GARTNER INC 0.0%
Value ($000) $90 Shares 200 Est. Cost $152.69 Unrealized +161.6%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $90 Shares 3,009 Est. Cost $20.19 Unrealized +8.8%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $89 Shares 410 Est. Cost $194.34 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $89 Shares 1,093 Est. Cost $56.90 Unrealized +26.9%
TDTT FLEXSHARES TR 0.0%
Value ($000) $87 Shares 3,674 Est. Cost $24.71 Unrealized
HESS CORP 0.0%
Value ($000) $86 Shares 600 Est. Cost $66.81 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $86 Shares 1,500 Est. Cost $23.52 Unrealized +86.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $86 Shares 1,820 Est. Cost $54.83 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $83 Shares 1,600 Est. Cost $32.10 Unrealized +35.4%
SKECHERS U S A INC 0.0%
Value ($000) $82 Shares 1,319 Est. Cost $51.68 Unrealized
ASH ASHLAND INC 0.0%
Value ($000) $82 Shares 967 Est. Cost $80.57 Unrealized -6.5%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $81 Shares 166 Est. Cost $247.04 Unrealized +70.8%
GATX GATX CORP 0.0%
Value ($000) $81 Shares 675 Est. Cost $71.06 Unrealized +49.9%
SUSA ISHARES TR 0.0%
Value ($000) $80 Shares 800 Est. Cost $108.18 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $80 Shares 1,191 Est. Cost $51.26 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $79 Shares 932 Est. Cost $72.21 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $79 Shares 962 Est. Cost $73.75 Unrealized 0.0%
BLACKROCK MUN INCOME QUALITY 0.0%
Value ($000) $78 Shares 7,000 Est. Cost $15.61 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $77 Shares 1,910 Est. Cost $40.99 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $77 Shares 1,015 Est. Cost $58.04 Unrealized +15.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $74 Shares 340 Est. Cost $91.01 Unrealized +112.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $73 Shares 600 Est. Cost $117.16 Unrealized +1.9%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $73 Shares 262 Est. Cost $113.17 Unrealized +134.6%
IVE ISHARES TR 0.0%
Value ($000) $73 Shares 420 Est. Cost $132.37 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $73 Shares 850 Est. Cost $50.88 Unrealized +44.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $72 Shares 1,251 Est. Cost $53.23 Unrealized +0.3%
AOK ISHARES TR 0.0%
Value ($000) $72 Shares 2,000 Est. Cost $36.24 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $71 Shares 9,248 Est. Cost $9.04 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $71 Shares 750 Est. Cost $75.96 Unrealized +5.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $71 Shares 292 Est. Cost $93.73 Unrealized +128.9%
BBH VANECK ETF TRUST 0.0%
Value ($000) $70 Shares 425 Est. Cost $139.42 Unrealized
HCI HCI GROUP INC 0.0%
Value ($000) $70 Shares 801 Est. Cost $44.10 Unrealized +65.9%
PLD PROLOGIS INC. 0.0%
Value ($000) $69 Shares 515 Est. Cost $107.33 Unrealized -1.6%
GDX VANECK ETF TRUST 0.0%
Value ($000) $68 Shares 2,200 Est. Cost $30.85 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $66 Shares 1,125 Est. Cost $51.27 Unrealized +7.8%
CPNG COUPANG INC 0.0%
Value ($000) $65 Shares 4,000 Est. Cost $21.37 Unrealized -22.8%
PPL PPL CORP 0.0%
Value ($000) $65 Shares 2,388 Est. Cost $25.42 Unrealized -7.3%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $69.00 Unrealized -13.1%
IJT ISHARES TR 0.0%
Value ($000) $64 Shares 514 Est. Cost $136.07 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $64 Shares 715 Est. Cost $94.11 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $63 Shares 1,087 Est. Cost $51.97 Unrealized +0.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $63 Shares 1,389 Est. Cost $47.05 Unrealized -9.9%
L LOEWS CORP 0.0%
Value ($000) $63 Shares 900 Est. Cost $49.16 Unrealized +34.3%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $62 Shares 1,100 Est. Cost $53.91 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $62 Shares 1,966 Est. Cost $43.90 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $62 Shares 1,576 Est. Cost $34.54 Unrealized
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $61 Shares 1,100 Est. Cost $81.48 Unrealized
BCE BCE INC 0.0%
Value ($000) $61 Shares 1,547 Est. Cost $31.79 Unrealized +2.1%
INGR INGREDION INC 0.0%
Value ($000) $61 Shares 560 Est. Cost $84.60 Unrealized +18.6%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $60 Shares 416 Est. Cost $113.95 Unrealized
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $58 Shares 300 Est. Cost $178.83 Unrealized -6.7%
ESG FLEXSHARES TR 0.0%
Value ($000) $58 Shares 500 Est. Cost $83.18 Unrealized
ACLC AMERICAN CENTY ETF TR 0.0%
Value ($000) $58 Shares 974 Est. Cost $53.94 Unrealized
DY DYCOM INDS INC 0.0%
Value ($000) $58 Shares 500 Est. Cost $48.67 Unrealized +95.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $57 Shares 16 Est. Cost $2204.59 Unrealized +39.2%
AMCOR PLC 0.0%
Value ($000) $56 Shares 5,856 Est. Cost $8.71 Unrealized -3.1%
RYN RAYONIER INC 0.0%
Value ($000) $56 Shares 1,675 Est. Cost $35.78 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $56 Shares 1,600 Est. Cost $43.09 Unrealized -19.9%
WELL WELLTOWER INC 0.0%
Value ($000) $55 Shares 610 Est. Cost $65.61 Unrealized +26.5%
ITT ITT INC 0.0%
Value ($000) $55 Shares 460 Est. Cost $66.45 Unrealized +58.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $55 Shares 884 Est. Cost $51.75 Unrealized +7.3%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $54 Shares 883 Est. Cost $55.98 Unrealized -2.4%
SDOG ALPS ETF TR 0.0%
Value ($000) $54 Shares 1,050 Est. Cost $31.30 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $53 Shares 322 Est. Cost $83.18 Unrealized +81.9%
CF CF INDS HLDGS INC 0.0%
Value ($000) $53 Shares 666 Est. Cost $40.27 Unrealized +87.6%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $53 Shares 3,452 Est. Cost $14.08 Unrealized
RAVI FLEXSHARES TR 0.0%
Value ($000) $53 Shares 700 Est. Cost $74.96 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $52 Shares 105 Est. Cost $310.70 Unrealized +43.3%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $52 Shares 745 Est. Cost $62.42 Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $52 Shares 1,829 Est. Cost $23.38 Unrealized +0.6%
DBEF DBX ETF TR 0.0%
Value ($000) $52 Shares 1,396 Est. Cost $37.34 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $51 Shares 300 Est. Cost $92.66 Unrealized +85.4%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $51 Shares 490 Est. Cost $93.25 Unrealized +3.1%
GRMN GARMIN LTD 0.0%
Value ($000) $49 Shares 380 Est. Cost $85.02 Unrealized +31.3%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $48 Shares 400 Est. Cost $110.77 Unrealized +2.0%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $48 Shares 1,300 Est. Cost $32.25 Unrealized -11.5%
BRO BROWN & BROWN INC 0.0%
Value ($000) $48 Shares 676 Est. Cost $35.99 Unrealized +96.1%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $47 Shares 1,796 Est. Cost $48.01 Unrealized -48.9%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $47 Shares 651 Est. Cost $69.39 Unrealized -3.2%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $46 Shares 4,500 Est. Cost $12.02 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $46 Shares 4,651 Est. Cost $9.89 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $46 Shares 1,316 Est. Cost $20.77 Unrealized +54.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $45 Shares 583 Est. Cost $44.35 Unrealized +44.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $44 Shares 650 Est. Cost $54.71 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $43 Shares 1,495 Est. Cost $48.51 Unrealized -49.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $31.05 Unrealized +15.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $43 Shares 1,100 Est. Cost $73.38 Unrealized -54.2%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $42 Shares 500 Est. Cost $63.82 Unrealized
WS WORTHINGTON STL INC 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $27.30 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $42 Shares 74 Est. Cost $503.30 Unrealized 0.0%
IJS ISHARES TR 0.0%
Value ($000) $42 Shares 405 Est. Cost $94.21 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $41 Shares 520 Est. Cost $113.69 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $41 Shares 4,006 Est. Cost $13.58 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $40 Shares 649 Est. Cost $70.28 Unrealized -26.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $40 Shares 687 Est. Cost $47.77 Unrealized +7.2%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $40 Shares 3,108 Est. Cost $10.97 Unrealized -9.1%
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $39 Shares 770 Est. Cost $55.54 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $39 Shares 1,212 Est. Cost $37.89 Unrealized -20.3%
GUNR FLEXSHARES TR 0.0%
Value ($000) $39 Shares 950 Est. Cost $40.07 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $39 Shares 300 Est. Cost $77.05 Unrealized +30.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $38 Shares 234 Est. Cost $157.57 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $38 Shares 915 Est. Cost $57.93 Unrealized -36.5%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 1,150 Est. Cost $44.07 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $37 Shares 1,025 Est. Cost $103.47 Unrealized -68.1%
XYL XYLEM INC 0.0%
Value ($000) $37 Shares 320 Est. Cost $72.41 Unrealized +34.5%
KR KROGER CO 0.0%
Value ($000) $37 Shares 800 Est. Cost $23.26 Unrealized +82.2%
OSK OSHKOSH CORP 0.0%
Value ($000) $36 Shares 334 Est. Cost $74.27 Unrealized +25.1%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $36 Shares 825 Est. Cost $29.97 Unrealized +36.7%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $36 Shares 842 Est. Cost $67.06 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $35 Shares 450 Est. Cost $85.43 Unrealized
TBX PROSHARES TR 0.0%
Value ($000) $35 Shares 1,217 Est. Cost $25.85 Unrealized
GSK GSK PLC 0.0%
Value ($000) $35 Shares 936 Est. Cost $29.65 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $34 Shares 285 Est. Cost $65.79 Unrealized +55.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $33 Shares 2,930 Est. Cost $18.55 Unrealized -41.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $33 Shares 60 Est. Cost $263.51 Unrealized +78.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $33 Shares 236 Est. Cost $122.83 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $34.27 Unrealized -9.9%
SLV ISHARES SILVER TR 0.0%
Value ($000) $32 Shares 1,481 Est. Cost $22.29 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $32 Shares 600 Est. Cost $52.36 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $32 Shares 1,648 Est. Cost $17.44 Unrealized
COR CENCORA INC 0.0%
Value ($000) $32 Shares 154 Est. Cost $81.86 Unrealized +134.2%
EFX EQUIFAX INC 0.0%
Value ($000) $31 Shares 126 Est. Cost $132.13 Unrealized +51.2%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $31 Shares 208 Est. Cost $87.05 Unrealized +55.8%
QUAL ISHARES TR 0.0%
Value ($000) $31 Shares 210 Est. Cost $141.00 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $31 Shares 500 Est. Cost $57.79 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $30 Shares 306 Est. Cost $118.06 Unrealized -31.6%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $30 Shares 136 Est. Cost $161.17 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $30 Shares 466 Est. Cost $78.48 Unrealized -19.5%
CWB SPDR SER TR 0.0%
Value ($000) $29 Shares 400 Est. Cost $85.35 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $28 Shares 763 Est. Cost $35.71 Unrealized -7.2%
ARTY ISHARES TR 0.0%
Value ($000) $28 Shares 800 Est. Cost $23.18 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $27 Shares 1,083 Est. Cost $21.81 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $27 Shares 363 Est. Cost $45.52 Unrealized +14.8%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $27 Shares 181 Est. Cost $114.75 Unrealized +10.7%
BCO BRINKS CO 0.0%
Value ($000) $26 Shares 300 Est. Cost $72.82 Unrealized +3.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $27.51 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $26 Shares 455 Est. Cost $60.51 Unrealized -10.1%
VIRTUS DIVIDEND INTEREST & P 0.0%
Value ($000) $26 Shares 2,050 Est. Cost $12.21 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $26 Shares 977 Est. Cost $49.48 Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $25 Shares 3,000 Est. Cost $11.85 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $25 Shares 3,938 Est. Cost $8.08 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $25 Shares 694 Est. Cost $28.72 Unrealized +2.4%
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $25 Shares 500 Est. Cost $39.81 Unrealized
IAC IAC INC 0.0%
Value ($000) $25 Shares 475 Est. Cost $129.53 Unrealized -69.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $25 Shares 369 Est. Cost $67.70 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $25 Shares 28 Est. Cost $674.41 Unrealized +21.4%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 321 Est. Cost $23.85 Unrealized +186.3%
NOVT NOVANTA INC 0.0%
Value ($000) $24 Shares 145 Est. Cost $92.21 Unrealized +58.1%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $24 Shares 490 Est. Cost $49.24 Unrealized
FWRG FIRST WATCH RESTAURANT GROUP 0.0%
Value ($000) $24 Shares 1,200 Est. Cost $19.92 Unrealized -9.5%
IAT ISHARES TR 0.0%
Value ($000) $24 Shares 575 Est. Cost $54.83 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $24 Shares 181 Est. Cost $99.86 Unrealized +11.2%
LKQ LKQ CORP 0.0%
Value ($000) $24 Shares 500 Est. Cost $30.49 Unrealized +43.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $24 Shares 102 Est. Cost $202.82 Unrealized +1.2%
HIGHLAND GLOBAL ALLOCATION F 0.0%
Value ($000) $24 Shares 3,000 Est. Cost $8.65 Unrealized
KELLANOVA 0.0%
Value ($000) $24 Shares 421 Est. Cost $57.31 Unrealized -14.9%
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value ($000) $23 Shares 248 Est. Cost $84.25 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $23 Shares 216 Est. Cost $73.11 Unrealized +25.9%
MPLX MPLX LP 0.0%
Value ($000) $23 Shares 635 Est. Cost $33.94 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $94.07 Unrealized -28.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $23 Shares 1,040 Est. Cost $19.06 Unrealized +0.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $23 Shares 441 Est. Cost $39.08 Unrealized +11.8%
CODORUS VY BANCORP INC 0.0%
Value ($000) $23 Shares 884 Est. Cost $23.03 Unrealized
BWZ SPDR SER TR 0.0%
Value ($000) $22 Shares 819 Est. Cost $30.86 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $22 Shares 1,055 Est. Cost $21.77 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $22 Shares 62 Est. Cost $232.09 Unrealized +61.2%
GEN GEN DIGITAL INC 0.0%
Value ($000) $22 Shares 951 Est. Cost $18.49 Unrealized +2.9%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $21 Shares 1,400 Est. Cost $14.82 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $21 Shares 500 Est. Cost $41.93 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $21 Shares 1,040 Est. Cost $9.10 Unrealized +9.4%
IYJ ISHARES TR 0.0%
Value ($000) $19 Shares 170 Est. Cost $132.37 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $19 Shares 93 Est. Cost $136.23 Unrealized +30.8%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $19 Shares 656 Est. Cost $26.15 Unrealized -4.7%
NI NISOURCE INC 0.0%
Value ($000) $19 Shares 708 Est. Cost $22.24 Unrealized +8.1%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $18 Shares 235 Est. Cost $45.86 Unrealized +46.0%
IEX IDEX CORP 0.0%
Value ($000) $18 Shares 85 Est. Cost $150.29 Unrealized +30.5%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $18 Shares 100 Est. Cost $139.03 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $18 Shares 150 Est. Cost $50.44 Unrealized +104.9%
UGI UGI CORP NEW 0.0%
Value ($000) $18 Shares 741 Est. Cost $45.81 Unrealized -51.8%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $18 Shares 305 Est. Cost $54.94 Unrealized +1.7%
PTLC PACER FDS TR 0.0%
Value ($000) $18 Shares 420 Est. Cost $43.27 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.0%
Value ($000) $18 Shares 2,488 Est. Cost $9.33 Unrealized
FRANKLIN LTD DURATION INCOME 0.0%
Value ($000) $17 Shares 2,800 Est. Cost $9.59 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $17 Shares 204 Est. Cost $71.83 Unrealized -1.7%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $17 Shares 68 Est. Cost $219.47 Unrealized -1.8%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 370 Est. Cost $73.18 Unrealized -36.9%
SPPP SPROTT PHYSICAL PLAT PALLAD 0.0%
Value ($000) $17 Shares 1,640 Est. Cost $14.39 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $17 Shares 63 Est. Cost $178.42 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $16 Shares 145 Est. Cost $72.53 Unrealized +39.3%
LRGF ISHARES TR 0.0%
Value ($000) $16 Shares 335 Est. Cost $44.56 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $16 Shares 219 Est. Cost $67.75 Unrealized
NPK NATIONAL PRESTO INDS INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $87.02 Unrealized -11.7%
THRM GENTHERM INC 0.0%
Value ($000) $16 Shares 306 Est. Cost $42.60 Unrealized +14.7%
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $16 Shares 1,534 Est. Cost $11.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $16 Shares 928 Est. Cost $13.15 Unrealized +16.8%
NBTB NBT BANCORP INC 0.0%
Value ($000) $16 Shares 372 Est. Cost $34.24 Unrealized +5.5%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $16 Shares 229 Est. Cost $65.84 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $16 Shares 135 Est. Cost $131.85 Unrealized -31.1%
BBY BEST BUY INC 0.0%
Value ($000) $15 Shares 197 Est. Cost $64.73 Unrealized -2.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $15 Shares 50 Est. Cost $170.95 Unrealized +42.0%
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $7.85 Unrealized
WCLD WISDOMTREE TR 0.0%
Value ($000) $15 Shares 415 Est. Cost $50.21 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $14 Shares 200 Est. Cost $53.19 Unrealized +11.9%
RWR SPDR SER TR 0.0%
Value ($000) $14 Shares 150 Est. Cost $102.02 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $14 Shares 64 Est. Cost $187.05 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $14 Shares 2,088 Est. Cost $7.95 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $14 Shares 82 Est. Cost $143.13 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $14 Shares 60 Est. Cost $169.17 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $14 Shares 137 Est. Cost $141.06 Unrealized -40.4%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $13 Shares 70 Est. Cost $161.20 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $13 Shares 900 Est. Cost $8.19 Unrealized +56.5%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $13 Shares 34 Est. Cost $439.90 Unrealized -7.3%
USIG ISHARES TR 0.0%
Value ($000) $13 Shares 256 Est. Cost $56.16 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 750 Est. Cost $17.81 Unrealized 0.0%
MTZ MASTEC INC 0.0%
Value ($000) $13 Shares 168 Est. Cost $77.96 Unrealized -19.8%
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $13 Shares 976 Est. Cost $20.14 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $12 Shares 300 Est. Cost $32.71 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $44.41 Unrealized +17.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $115.12 Unrealized -50.4%
CNK CINEMARK HLDGS INC 0.0%
Value ($000) $12 Shares 842 Est. Cost $12.42 Unrealized +23.7%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 297 Est. Cost $4.49 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $15.03 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $22.69 Unrealized +15.8%
XOP SPDR SER TR 0.0%
Value ($000) $11 Shares 82 Est. Cost $119.48 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $11 Shares 600 Est. Cost $18.09 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $10 Shares 67 Est. Cost $104.56 Unrealized +21.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $10 Shares 100 Est. Cost $103.45 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $10 Shares 88 Est. Cost $115.26 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $10 Shares 250 Est. Cost $35.89 Unrealized -1.3%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $10 Shares 312 Est. Cost $27.12 Unrealized +11.9%
STERICYCLE INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $63.81 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $12.23 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $73.79 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.40 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $10 Shares 695 Est. Cost $12.83 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $70.17 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $9 Shares 166 Est. Cost $53.82 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 189 Est. Cost $69.21 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $9 Shares 171 Est. Cost $51.99 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $9 Shares 150 Est. Cost $54.44 Unrealized
IART INTEGRA LIFESCIENCES HLDGS C 0.0%
Value ($000) $9 Shares 200 Est. Cost $69.23 Unrealized -43.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $209.43 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.63 Unrealized -4.6%
ARKK ARK ETF TR 0.0%
Value ($000) $8 Shares 157 Est. Cost $124.60 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $8 Shares 200 Est. Cost $36.03 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $8 Shares 207 Est. Cost $22.63 Unrealized +34.3%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $8 Shares 125 Est. Cost $49.95 Unrealized +12.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 8 Est. Cost $43.28 Unrealized +46.0%
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 474 Est. Cost $30.98 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $8 Shares 145 Est. Cost $28.84 Unrealized +77.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 400 Est. Cost $11.70 Unrealized +24.1%
AEE AMEREN CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $74.87 Unrealized -5.2%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $127.43 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $41.80 Unrealized +21.3%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 50 Est. Cost $115.04 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $6 Shares 4 Est. Cost $1417.24 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.63 Unrealized +6.6%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $365.68 Unrealized +9.8%
POCT INNOVATOR ETFS TR 0.0%
Value ($000) $6 Shares 171 Est. Cost $36.12 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $6 Shares 56 Est. Cost $56.34 Unrealized +68.9%
EVRG EVERGY INC 0.0%
Value ($000) $6 Shares 113 Est. Cost $50.25 Unrealized -8.6%
PJAN INNOVATOR ETFS TR 0.0%
Value ($000) $6 Shares 158 Est. Cost $37.24 Unrealized
PJUL INNOVATOR ETFS TR 0.0%
Value ($000) $6 Shares 162 Est. Cost $36.19 Unrealized
PAPR INNOVATOR ETFS TR 0.0%
Value ($000) $6 Shares 177 Est. Cost $32.69 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $6 Shares 80 Est. Cost $90.88 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $6 Shares 508 Est. Cost $13.27 Unrealized -34.5%
ILMN ILLUMINA INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $115.36 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $77.10 Unrealized +17.5%
XYZ BLOCK INC 0.0%
Value ($000) $5 Shares 69 Est. Cost $117.04 Unrealized -51.7%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $5 Shares 30 Est. Cost $147.17 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $5 Shares 600 Est. Cost $6.09 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $5 Shares 149 Est. Cost $33.95 Unrealized -18.7%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $5 Shares 98 Est. Cost $40.79 Unrealized -3.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 25 Est. Cost $163.00 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 107 Est. Cost $37.70 Unrealized
NUVEEN TAXABLE MUNICPAL INM 0.0%
Value ($000) $5 Shares 292 Est. Cost $21.84 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $34.19 Unrealized
WAB WABTEC 0.0%
Value ($000) $5 Shares 36 Est. Cost $80.35 Unrealized +39.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5 Shares 44 Est. Cost $80.99 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $44.47 Unrealized +36.7%
DWS MUN INCOME TR NEW 0.0%
Value ($000) $4 Shares 500 Est. Cost $11.33 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $513.84 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $4 Shares 79 Est. Cost $47.96 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $237.06 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.40 Unrealized -11.8%
IRBTQ IROBOT CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.91 Unrealized -10.9%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $4 Shares 186 Est. Cost $19.81 Unrealized -13.8%
RMD RESMED INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $136.79 Unrealized +10.2%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $169.08 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.87 Unrealized -11.4%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $4 Shares 110 Est. Cost $38.79 Unrealized -35.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $4 Shares 123 Est. Cost $17.20 Unrealized +36.6%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $4 Shares 28 Est. Cost $124.15 Unrealized -22.9%
UNM UNUM GROUP 0.0%
Value ($000) $3 Shares 77 Est. Cost $29.39 Unrealized +55.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 53 Est. Cost $60.91 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $3 Shares 59 Est. Cost $45.52 Unrealized +9.1%
SANDSTORM GOLD LTD 0.0%
Value ($000) $3 Shares 600 Est. Cost $5.03 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $3 Shares 5 Est. Cost $131.70 Unrealized 0.0%
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $3 Shares 275 Est. Cost $9.33 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $3 Shares 53 Est. Cost $30.32 Unrealized +63.8%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $41.66 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.25 Unrealized -21.9%
APTIV PLC 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.73 Unrealized
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $3 Shares 144 Est. Cost $12.17 Unrealized +34.3%
MOO VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 30 Est. Cost $86.87 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 58 Est. Cost $33.82 Unrealized -22.0%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $2 Shares 115 Est. Cost $24.43 Unrealized -34.7%
PJT PJT PARTNERS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $67.47 Unrealized +25.4%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $219.12 Unrealized -91.6%
SVC SERVICE PPTYS TR 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.23 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $29.42 Unrealized +31.4%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $1 Shares 129 Est. Cost $14.72 Unrealized -26.7%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $1 Shares 57 Est. Cost $22.89 Unrealized 0.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $1 Shares 105 Est. Cost $13.14 Unrealized
ALC ALCON AG 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.46 Unrealized +29.9%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $20.45 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 72 Est. Cost $26.93 Unrealized -54.2%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $1 Shares 43 Est. Cost $18.49 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 26 Est. Cost $25.42 Unrealized -41.2%
BUZZFEED INC 0.0%
Value ($000) $0 Shares 1,530 Est. Cost $5.26 Unrealized
IMAX IMAX CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.98 Unrealized -9.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 23 Est. Cost $15.45 Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost $5.96 Unrealized 0.0%
SAFEGUARD SCIENTIFICS INC 0.0%
Value ($000) $0 Shares 116 Est. Cost $7.76 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.67 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized -21.0%