Evelyn Partners Investment Management Services Ltd Diversified Active

CIK: 0002065205 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $744,906 (100.0% shares, 0.0% debt)

Holdings (266)

MSFT MICROSOFT CORP 7.2%
Value ($000) $53,530 Shares 103,350 Est. Cost $422.56 Unrealized +20.4%
GOOGL ALPHABET INC 5.8%
Value ($000) $42,840 Shares 176,224 Est. Cost $174.08 Unrealized +20.2%
AMZN AMAZON COM INC 5.3%
Value ($000) $39,368 Shares 179,297 Est. Cost $207.12 Unrealized +9.3%
V VISA INC 4.4%
Value ($000) $32,659 Shares 95,669 Est. Cost $303.34 Unrealized +13.8%
SYK STRYKER CORPORATION 3.4%
Value ($000) $25,263 Shares 68,339 Est. Cost $367.62 Unrealized +4.6%
NVDA NVIDIA CORPORATION 3.2%
Value ($000) $24,039 Shares 128,841 Est. Cost $136.00 Unrealized +28.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.2%
Value ($000) $23,634 Shares 47,011 Est. Cost $467.88 Unrealized +3.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.1%
Value ($000) $23,246 Shares 83,234 Est. Cost $214.24 Unrealized
GS GOLDMAN SACHS GROUP INC 2.7%
Value ($000) $19,770 Shares 24,826 Est. Cost $565.86 Unrealized +29.9%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $18,252 Shares 98,438 Est. Cost $149.85 Unrealized +13.1%
META META PLATFORMS INC 2.4%
Value ($000) $18,113 Shares 24,664 Est. Cost $601.18 Unrealized +23.6%
BKNG BOOKING HOLDINGS INC 2.4%
Value ($000) $17,672 Shares 3,273 Est. Cost $4832.50 Unrealized +15.1%
DIS DISNEY WALT CO 2.3%
Value ($000) $17,171 Shares 149,965 Est. Cost $104.45 Unrealized +12.0%
CB CHUBB LIMITED 2.3%
Value ($000) $16,895 Shares 59,858 Est. Cost $280.20 Unrealized -1.8%
ADP AUTOMATIC DATA PROCESSING IN 2.3%
Value ($000) $16,871 Shares 57,483 Est. Cost $288.77 Unrealized +3.1%
CRH CRH PLC 2.1%
Value ($000) $15,374 Shares 128,220 Est. Cost $95.42 Unrealized +10.7%
MCD MCDONALDS CORP 2.1%
Value ($000) $15,342 Shares 50,486 Est. Cost $291.79 Unrealized +3.3%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $14,382 Shares 29,653 Est. Cost $531.57 Unrealized -12.6%
AAPL APPLE INC 1.8%
Value ($000) $13,631 Shares 53,531 Est. Cost $234.28 Unrealized -3.7%
ANET ARISTA NETWORKS INC 1.8%
Value ($000) $13,131 Shares 90,119 Est. Cost $102.56 Unrealized +25.6%
MA MASTERCARD INCORPORATED 1.6%
Value ($000) $11,796 Shares 20,738 Est. Cost $520.70 Unrealized +10.1%
MDLZ MONDELEZ INTL INC 1.5%
Value ($000) $11,044 Shares 176,784 Est. Cost $63.57 Unrealized -0.3%
WPM WHEATON PRECIOUS METALS CORP 1.4%
Value ($000) $10,253 Shares 91,636 Est. Cost $62.08 Unrealized +57.4%
ZTS ZOETIS INC 1.3%
Value ($000) $9,777 Shares 66,820 Est. Cost $168.54 Unrealized -10.7%
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $9,313 Shares 20,823 Est. Cost $520.60 Unrealized -7.8%
FNV FRANCO NEV CORP 1.1%
Value ($000) $8,515 Shares 38,264 Est. Cost $124.48 Unrealized +44.8%
INTU INTUIT 1.1%
Value ($000) $7,862 Shares 11,512 Est. Cost $635.59 Unrealized +13.2%
PEP PEPSICO INC 1.0%
Value ($000) $7,620 Shares 54,255 Est. Cost $155.96 Unrealized -10.0%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $7,306 Shares 91,397 Est. Cost $92.38 Unrealized -8.4%
VT VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $7,030 Shares 51,018 Est. Cost $117.48 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $6,949 Shares 22,029 Est. Cost $241.53 Unrealized +22.5%
CEF SPROTT ASSET MANAGEMENT LP 0.9%
Value ($000) $6,811 Shares 185,647 Est. Cost $24.09 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $6,626 Shares 43,125 Est. Cost $165.47 Unrealized -6.4%
SPGI S&P GLOBAL INC 0.8%
Value ($000) $6,229 Shares 12,799 Est. Cost $508.71 Unrealized +4.9%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $6,004 Shares 10,000 Est. Cost $511.23 Unrealized
AZO AUTOZONE INC 0.8%
Value ($000) $5,985 Shares 1,395 Est. Cost $3416.20 Unrealized +17.4%
LIN LINDE PLC 0.8%
Value ($000) $5,899 Shares 12,419 Est. Cost $452.00 Unrealized +4.1%
LLY ELI LILLY & CO 0.7%
Value ($000) $5,561 Shares 7,288 Est. Cost $760.22 Unrealized -2.4%
KO COCA COLA CO 0.7%
Value ($000) $5,465 Shares 82,405 Est. Cost $64.91 Unrealized +4.6%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $5,313 Shares 21,544 Est. Cost $350.53 Unrealized -25.7%
NDAQ NASDAQ INC 0.7%
Value ($000) $5,138 Shares 58,085 Est. Cost $82.52 Unrealized +11.7%
MKC MCCORMICK & CO INC 0.7%
Value ($000) $5,137 Shares 76,779 Est. Cost $76.10 Unrealized -9.3%
WAT WATERS CORP 0.7%
Value ($000) $4,951 Shares 16,515 Est. Cost $360.94 Unrealized -16.4%
SW SMURFIT WESTROCK PLC 0.6%
Value ($000) $4,832 Shares 113,517 Est. Cost $48.57 Unrealized -7.3%
GLD SPDR GOLD TR 0.6%
Value ($000) $4,410 Shares 12,405 Est. Cost $243.38 Unrealized
LRCX LAM RESEARCH CORP 0.6%
Value ($000) $4,371 Shares 32,645 Est. Cost $75.18 Unrealized +40.4%
TJX TJX COS INC NEW 0.5%
Value ($000) $3,955 Shares 27,363 Est. Cost $124.93 Unrealized +5.9%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,659 Shares 54,557 Est. Cost $81.79 Unrealized -14.0%
GDX VANECK ETF TRUST 0.5%
Value ($000) $3,407 Shares 44,592 Est. Cost $33.91 Unrealized
FERG FERGUSON ENTERPRISES INC 0.4%
Value ($000) $3,346 Shares 14,900 Est. Cost $194.48 Unrealized +15.6%
DBMF LITMAN GREGORY FDS TR 0.4%
Value ($000) $3,318 Shares 121,477 Est. Cost $26.16 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $3,075 Shares 8,716 Est. Cost $483.33 Unrealized -25.8%
IEX IDEX CORP 0.4%
Value ($000) $3,026 Shares 18,589 Est. Cost $206.54 Unrealized -18.6%
AEM AGNICO EAGLE MINES LTD 0.4%
Value ($000) $2,805 Shares 16,660 Est. Cost $81.14 Unrealized +68.6%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $2,527 Shares 12,528 Est. Cost $151.53 Unrealized +9.1%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,423 Shares 46,974 Est. Cost $43.12 Unrealized +12.1%
PLD PROLOGIS INC. 0.3%
Value ($000) $2,260 Shares 19,733 Est. Cost $109.78 Unrealized -1.4%
NEM NEWMONT CORP 0.3%
Value ($000) $2,118 Shares 25,116 Est. Cost $44.50 Unrealized +55.9%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,113 Shares 17,072 Est. Cost $92.48 Unrealized +18.3%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,027 Shares 9,954 Est. Cost $188.56 Unrealized +1.5%
CME CME GROUP INC 0.3%
Value ($000) $1,979 Shares 7,325 Est. Cost $255.36 Unrealized +5.7%
MKC/V MCCORMICK & CO INC 0.3%
Value ($000) $1,929 Shares 28,911 Est. Cost $76.06 Unrealized -9.2%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,870 Shares 5,416 Est. Cost $545.87 Unrealized -45.2%
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,845 Shares 20,999 Est. Cost $71.54 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,840 Shares 3,020 Est. Cost $492.28 Unrealized +14.4%
GOOG ALPHABET INC 0.2%
Value ($000) $1,792 Shares 7,357 Est. Cost $175.67 Unrealized +19.5%
ETN EATON CORP PLC 0.2%
Value ($000) $1,790 Shares 4,782 Est. Cost $316.69 Unrealized +14.7%
SGOL ETFS GOLD TR 0.2%
Value ($000) $1,777 Shares 48,267 Est. Cost $29.57 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value ($000) $1,633 Shares 12,976 Est. Cost $121.59 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,614 Shares 3,236 Est. Cost $535.56 Unrealized -0.8%
AVGO BROADCOM INC 0.2%
Value ($000) $1,551 Shares 4,700 Est. Cost $290.56 Unrealized +5.2%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $1,548 Shares 4,408 Est. Cost $281.95 Unrealized +22.0%
NOW SERVICENOW INC 0.2%
Value ($000) $1,498 Shares 1,628 Est. Cost $195.31 Unrealized -4.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,481 Shares 7,700 Est. Cost $200.03 Unrealized +2.3%
URA GLOBAL X FDS 0.2%
Value ($000) $1,327 Shares 27,827 Est. Cost $24.40 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,263 Shares 4,631 Est. Cost $301.95 Unrealized -5.4%
B BARRICK MNG CORP 0.2%
Value ($000) $1,247 Shares 37,968 Est. Cost $19.29 Unrealized +30.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,208 Shares 10,715 Est. Cost $112.36 Unrealized -2.4%
NFLX NETFLIX INC 0.2%
Value ($000) $1,164 Shares 971 Est. Cost $89.79 Unrealized +35.9%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $1,122 Shares 15,071 Est. Cost $76.21 Unrealized +0.0%
BLK BLACKROCK INC 0.1%
Value ($000) $1,017 Shares 872 Est. Cost $982.96 Unrealized +12.8%
MSCI MSCI INC 0.1%
Value ($000) $1,003 Shares 1,767 Est. Cost $591.72 Unrealized -4.9%
WMT WALMART INC 0.1%
Value ($000) $1,002 Shares 9,721 Est. Cost $88.98 Unrealized +11.5%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,001 Shares 1,081 Est. Cost $922.64 Unrealized +3.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $996 Shares 4,733 Est. Cost $203.68 Unrealized +1.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $909 Shares 3,096 Est. Cost $278.32 Unrealized
NKE NIKE INC 0.1%
Value ($000) $876 Shares 12,560 Est. Cost $76.48 Unrealized -3.5%
GE GE AEROSPACE 0.1%
Value ($000) $866 Shares 2,879 Est. Cost $194.44 Unrealized +40.2%
ABBV ABBVIE INC 0.1%
Value ($000) $848 Shares 3,662 Est. Cost $182.04 Unrealized +10.9%
EWG ISHARES INC 0.1%
Value ($000) $816 Shares 19,610 Est. Cost $41.61 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $815 Shares 17,570 Est. Cost $52.74 Unrealized -9.0%
RACE FERRARI N V 0.1%
Value ($000) $812 Shares 1,681 Est. Cost $470.43 Unrealized +1.8%
CRM SALESFORCE INC 0.1%
Value ($000) $796 Shares 3,360 Est. Cost $314.61 Unrealized -20.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $787 Shares 10,429 Est. Cost $72.03 Unrealized +0.3%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $671 Shares 2,250 Est. Cost $266.50 Unrealized +7.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $660 Shares 3,524 Est. Cost $225.20 Unrealized -18.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $653 Shares 3,555 Est. Cost $191.71 Unrealized +0.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $620 Shares 18,032 Est. Cost $38.93 Unrealized -11.8%
RY ROYAL BK CDA 0.1%
Value ($000) $593 Shares 4,021 Est. Cost $123.44 Unrealized +11.7%
ABT ABBOTT LABS 0.1%
Value ($000) $547 Shares 4,084 Est. Cost $117.09 Unrealized +11.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $528 Shares 3,156 Est. Cost $101.25 Unrealized +26.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $468 Shares 6,833 Est. Cost $58.95 Unrealized +14.3%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $460 Shares 2,965 Est. Cost $161.91 Unrealized +11.9%
FAST FASTENAL CO 0.1%
Value ($000) $451 Shares 9,188 Est. Cost $39.01 Unrealized +20.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $428 Shares 2,543 Est. Cost $161.82 Unrealized +9.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $391 Shares 5,210 Est. Cost $82.86 Unrealized -10.0%
HD HOME DEPOT INC 0.0%
Value ($000) $365 Shares 900 Est. Cost $390.15 Unrealized -0.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $350 Shares 1,000 Est. Cost $276.08 Unrealized +24.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $345 Shares 7,844 Est. Cost $40.04 Unrealized +6.1%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $332 Shares 4,164 Est. Cost $76.68 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $331 Shares 8,100 Est. Cost $31.70 Unrealized +22.5%
ORCL ORACLE CORP 0.0%
Value ($000) $329 Shares 1,170 Est. Cost $230.07 Unrealized +10.5%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $300 Shares 47,021 Est. Cost $0.94 Unrealized +536.4%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $297 Shares 414 Est. Cost $695.58 Unrealized +9.1%
TSLA TESLA INC 0.0%
Value ($000) $288 Shares 647 Est. Cost $312.05 Unrealized +11.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $279 Shares 1,678 Est. Cost $158.45 Unrealized -0.8%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $272 Shares 444 Est. Cost $535.12 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $272 Shares 1,623 Est. Cost $120.33 Unrealized +28.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $264 Shares 1,700 Est. Cost $150.42 Unrealized +1.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $263 Shares 1,624 Est. Cost $125.40 Unrealized +31.7%
PFE PFIZER INC 0.0%
Value ($000) $254 Shares 9,960 Est. Cost $25.05 Unrealized -3.6%
EQIX EQUINIX INC 0.0%
Value ($000) $253 Shares 323 Est. Cost $874.91 Unrealized -11.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $244 Shares 6,214 Est. Cost $41.79 Unrealized +3.4%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $244 Shares 742 Est. Cost $289.81 Unrealized
SF STIFEL FINL CORP 0.0%
Value ($000) $236 Shares 2,080 Est. Cost $105.03 Unrealized +6.2%
BRO BROWN & BROWN INC 0.0%
Value ($000) $218 Shares 2,326 Est. Cost $105.95 Unrealized -8.3%
DE DEERE & CO 0.0%
Value ($000) $204 Shares 447 Est. Cost $450.84 Unrealized +8.6%
UNP UNION PAC CORP 0.0%
Value ($000) $203 Shares 860 Est. Cost $228.91 Unrealized -2.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $184 Shares 930 Est. Cost $235.14 Unrealized -15.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $177 Shares 511 Est. Cost $367.46 Unrealized -4.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $175 Shares 958 Est. Cost $63.43 Unrealized +155.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $174 Shares 790 Est. Cost $212.83 Unrealized +5.1%
ITA ISHARES TR 0.0%
Value ($000) $172 Shares 821 Est. Cost $188.64 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $152 Shares 937 Est. Cost $143.89 Unrealized +12.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $151 Shares 495 Est. Cost $242.36 Unrealized +12.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $151 Shares 1,580 Est. Cost $73.82 Unrealized +28.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $145 Shares 1,105 Est. Cost $135.48 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $140 Shares 442 Est. Cost $295.42 Unrealized +3.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $140 Shares 1,135 Est. Cost $130.41 Unrealized -6.3%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $133 Shares 10,139 Est. Cost $11.60 Unrealized +19.7%
PODD INSULET CORP 0.0%
Value ($000) $131 Shares 425 Est. Cost $296.80 Unrealized +5.6%
AMGN AMGEN INC 0.0%
Value ($000) $127 Shares 450 Est. Cost $286.59 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $126 Shares 3,623 Est. Cost $19.28 Unrealized +48.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $123 Shares 1,457 Est. Cost $89.15 Unrealized -0.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $121 Shares 530 Est. Cost $192.76 Unrealized +15.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $120 Shares 355 Est. Cost $323.58 Unrealized +4.8%
GEV GE VERNOVA INC 0.0%
Value ($000) $119 Shares 193 Est. Cost $348.03 Unrealized +74.0%
FKU FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $97 Shares 2,002 Est. Cost $38.08 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $96 Shares 1,104 Est. Cost $74.49 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $89 Shares 1,398 Est. Cost $52.35 Unrealized +10.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $87 Shares 1,155 Est. Cost $67.82 Unrealized 0.0%
INDIVIOR PLC 0.0%
Value ($000) $87 Shares 3,595 Est. Cost $12.43 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $86 Shares 632 Est. Cost $121.59 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $85 Shares 1,042 Est. Cost $94.87 Unrealized -21.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $85 Shares 420 Est. Cost $217.77 Unrealized -6.3%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $80 Shares 361 Est. Cost $197.87 Unrealized -3.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $79 Shares 862 Est. Cost $97.29 Unrealized -7.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $78 Shares 1,552 Est. Cost $64.08 Unrealized -22.8%
ALC ALCON AG 0.0%
Value ($000) $75 Shares 1,006 Est. Cost $87.99 Unrealized -5.2%
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $75 Shares 2,520 Est. Cost $29.62 Unrealized
BA BOEING CO 0.0%
Value ($000) $74 Shares 345 Est. Cost $181.96 Unrealized +23.9%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $72 Shares 48 Est. Cost $2135.94 Unrealized -29.6%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $71 Shares 1,480 Est. Cost $36.35 Unrealized +31.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $69 Shares 245 Est. Cost $242.78 Unrealized +6.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $67 Shares 805 Est. Cost $88.13 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value ($000) $67 Shares 800 Est. Cost $54.31 Unrealized +42.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $66 Shares 324 Est. Cost $178.67 Unrealized +1.2%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $65 Shares 500 Est. Cost $91.05 Unrealized +29.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $64 Shares 358 Est. Cost $84.12 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $64 Shares 128 Est. Cost $527.20 Unrealized -15.0%
CPA COPA HOLDINGS SA 0.0%
Value ($000) $63 Shares 528 Est. Cost $88.34 Unrealized +26.7%
KLAC KLA CORP 0.0%
Value ($000) $60 Shares 56 Est. Cost $669.07 Unrealized +39.1%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $58 Shares 78 Est. Cost $621.79 Unrealized
UNILEVER PLC 0.0%
Value ($000) $57 Shares 964 Est. Cost $56.94 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $57 Shares 59 Est. Cost $693.08 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $56 Shares 825 Est. Cost $61.25 Unrealized +17.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $55 Shares 260 Est. Cost $170.68 Unrealized +27.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $55 Shares 985 Est. Cost $84.56 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $54 Shares 785 Est. Cost $61.51 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $54 Shares 502 Est. Cost $90.47 Unrealized +11.1%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $54 Shares 112 Est. Cost $479.61 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $51 Shares 608 Est. Cost $98.70 Unrealized -17.9%
DB DEUTSCHE BANK A G 0.0%
Value ($000) $50 Shares 1,432 Est. Cost $16.73 Unrealized +103.7%
BX BLACKSTONE INC 0.0%
Value ($000) $47 Shares 278 Est. Cost $168.78 Unrealized +0.4%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $47 Shares 776 Est. Cost $60.14 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $44 Shares 220 Est. Cost $189.31 Unrealized +3.4%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $44 Shares 501 Est. Cost $77.36 Unrealized +14.4%
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $44 Shares 436 Est. Cost $90.75 Unrealized +1.5%
CPRT COPART INC 0.0%
Value ($000) $44 Shares 970 Est. Cost $48.31 Unrealized -2.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $42 Shares 430 Est. Cost $97.89 Unrealized +5.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $42 Shares 65 Est. Cost $438.63 Unrealized +38.4%
ALAB ASTERA LABS INC 0.0%
Value ($000) $41 Shares 210 Est. Cost $130.15 Unrealized +26.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $41 Shares 428 Est. Cost $86.06 Unrealized +6.0%
PPTA PERPETUA RESOURCES CORP 0.0%
Value ($000) $41 Shares 2,014 Est. Cost $10.26 Unrealized +64.7%
T AT&T INC 0.0%
Value ($000) $40 Shares 1,422 Est. Cost $21.51 Unrealized +30.5%
STT STATE STR CORP 0.0%
Value ($000) $38 Shares 330 Est. Cost $91.24 Unrealized +20.7%
ETSY ETSY INC 0.0%
Value ($000) $38 Shares 568 Est. Cost $53.32 Unrealized +12.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 210 Est. Cost $161.18 Unrealized +3.4%
KRBN KRANESHARES TRUST 0.0%
Value ($000) $36 Shares 1,103 Est. Cost $29.31 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $32 Shares 1,272 Est. Cost $32.57 Unrealized -5.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $30 Shares 63 Est. Cost $381.74 Unrealized +11.4%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 233 Est. Cost $135.90 Unrealized -11.3%
HRI HERC HLDGS INC 0.0%
Value ($000) $30 Shares 255 Est. Cost $179.47 Unrealized -29.0%
DXJ WISDOMTREE TR 0.0%
Value ($000) $30 Shares 232 Est. Cost $110.29 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $29 Shares 185 Est. Cost $119.51 Unrealized +22.5%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $29 Shares 480 Est. Cost $43.59 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $27 Shares 270 Est. Cost $65.38 Unrealized +44.0%
EOG EOG RES INC 0.0%
Value ($000) $26 Shares 235 Est. Cost $123.33 Unrealized -4.4%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $26 Shares 1,142 Est. Cost $8.31 Unrealized +78.2%
IHI ISHARES TR 0.0%
Value ($000) $25 Shares 420 Est. Cost $58.35 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $25 Shares 200 Est. Cost $131.73 Unrealized -3.7%
COPX GLOBAL X FDS 0.0%
Value ($000) $24 Shares 406 Est. Cost $39.07 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $24 Shares 400 Est. Cost $51.78 Unrealized +11.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 300 Est. Cost $78.61 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $23 Shares 554 Est. Cost $38.25 Unrealized
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $23 Shares 360 Est. Cost $59.74 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 850 Est. Cost $30.66 Unrealized -13.6%
VTRS VIATRIS INC 0.0%
Value ($000) $21 Shares 2,145 Est. Cost $9.57 Unrealized -0.1%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $21 Shares 307 Est. Cost $51.07 Unrealized +22.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $21 Shares 274 Est. Cost $68.95 Unrealized
SAP SAP SE 0.0%
Value ($000) $20 Shares 76 Est. Cost $246.21 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $20 Shares 233 Est. Cost $64.24 Unrealized +17.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $20 Shares 110 Est. Cost $326.48 Unrealized -38.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $18 Shares 55 Est. Cost $283.58 Unrealized +11.6%
VLTO VERALTO CORP 0.0%
Value ($000) $16 Shares 152 Est. Cost $105.96 Unrealized -0.7%
CC CHEMOURS CO 0.0%
Value ($000) $15 Shares 975 Est. Cost $16.08 Unrealized -10.7%
MGNI MAGNITE INC 0.0%
Value ($000) $15 Shares 703 Est. Cost $14.67 Unrealized +60.9%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $15 Shares 185 Est. Cost $61.55 Unrealized +22.3%
SO SOUTHERN CO 0.0%
Value ($000) $14 Shares 150 Est. Cost $92.22 Unrealized 0.0%
SNY SANOFI SA 0.0%
Value ($000) $14 Shares 298 Est. Cost $47.88 Unrealized
SN SHARKNINJA INC 0.0%
Value ($000) $13 Shares 128 Est. Cost $114.21 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $13 Shares 178 Est. Cost $62.65 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 250 Est. Cost $49.25 Unrealized -9.1%
DNN DENISON MINES CORP 0.0%
Value ($000) $10 Shares 3,563 Est. Cost $2.10 Unrealized +5.1%
SOXX ISHARES TR 0.0%
Value ($000) $10 Shares 36 Est. Cost $215.50 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $10 Shares 480 Est. Cost $22.04 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $10 Shares 504 Est. Cost $10.89 Unrealized +27.2%
RIO RIO TINTO PLC 0.0%
Value ($000) $9 Shares 135 Est. Cost $58.81 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $9 Shares 26 Est. Cost $281.95 Unrealized +11.3%
BHP BHP GROUP LTD 0.0%
Value ($000) $9 Shares 155 Est. Cost $48.83 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $8 Shares 304 Est. Cost $47.80 Unrealized -41.6%
MKL MARKEL GROUP INC 0.0%
Value ($000) $8 Shares 4 Est. Cost $1659.34 Unrealized +18.1%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $7 Shares 207 Est. Cost $79.35 Unrealized -53.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $7 Shares 75 Est. Cost $102.31 Unrealized -8.8%
VTS VITESSE ENERGY INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.12 Unrealized -5.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $7 Shares 343 Est. Cost $9.29 Unrealized +46.6%
CLFD CLEARFIELD INC 0.0%
Value ($000) $7 Shares 194 Est. Cost $33.59 Unrealized +10.8%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $6 Shares 129 Est. Cost $42.72 Unrealized +1.1%
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 346 Est. Cost $11.57 Unrealized
ESAB ESAB CORPORATION 0.0%
Value ($000) $5 Shares 46 Est. Cost $120.30 Unrealized -1.3%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $4 Shares 195 Est. Cost $20.20 Unrealized
BILL BILL HOLDINGS INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $74.57 Unrealized -37.7%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $4 Shares 72 Est. Cost $41.76 Unrealized +23.1%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $3 Shares 201 Est. Cost $15.66 Unrealized -0.3%
KVUE KENVUE INC 0.0%
Value ($000) $3 Shares 184 Est. Cost $21.68 Unrealized -7.5%
MSTR STRATEGY INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $300.91 Unrealized +23.3%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 98 Est. Cost $13.24 Unrealized
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $1 Shares 46 Est. Cost $43.92 Unrealized -31.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 251 Est. Cost $9.14 Unrealized -36.3%
UA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 252 Est. Cost $8.34 Unrealized -33.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $15.43 Unrealized -19.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.42 Unrealized +7.6%
CVE/WS CENOVUS ENERGY INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.56 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.99 Unrealized -6.0%
LILA LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.07 Unrealized -8.7%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.98 Unrealized +219.0%