Evelyn Partners Investment Management Services Ltd Diversified Active

CIK: 0002065205 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Nov 26, 2025

Total Value ($000): $666,034 (100.0% shares, 0.0% debt)

Holdings (264)

MSFT MICROSOFT CORP 7.6%
Value ($000) $50,691 Shares 101,909 Est. Cost $421.34 Unrealized +2.6%
AMZN AMAZON COM INC 5.3%
Value ($000) $35,547 Shares 162,027 Est. Cost $205.07 Unrealized -3.5%
V VISA INC 4.8%
Value ($000) $32,027 Shares 90,205 Est. Cost $300.81 Unrealized +15.4%
GOOGL ALPHABET INC 4.6%
Value ($000) $30,657 Shares 173,958 Est. Cost $173.63 Unrealized -6.0%
SYK STRYKER CORPORATION 3.9%
Value ($000) $25,904 Shares 65,475 Est. Cost $366.88 Unrealized +1.3%
NVDA NVIDIA CORPORATION 3.5%
Value ($000) $23,103 Shares 146,230 Est. Cost $136.00 Unrealized -7.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.2%
Value ($000) $21,357 Shares 43,966 Est. Cost $466.74 Unrealized +8.8%
BKNG BOOKING HOLDINGS INC 2.6%
Value ($000) $17,594 Shares 3,039 Est. Cost $4776.20 Unrealized +6.7%
DIS DISNEY WALT CO 2.6%
Value ($000) $17,539 Shares 141,436 Est. Cost $103.69 Unrealized -0.9%
ADP AUTOMATIC DATA PROCESSING IN 2.6%
Value ($000) $17,287 Shares 56,055 Est. Cost $288.54 Unrealized +4.8%
META META PLATFORMS INC 2.6%
Value ($000) $17,112 Shares 23,184 Est. Cost $592.11 Unrealized +4.1%
GS GOLDMAN SACHS GROUP INC 2.6%
Value ($000) $17,039 Shares 24,075 Est. Cost $560.59 Unrealized +2.0%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $15,521 Shares 101,613 Est. Cost $149.85 Unrealized +0.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.3%
Value ($000) $15,207 Shares 67,140 Est. Cost $198.65 Unrealized
CB CHUBB LIMITED 2.2%
Value ($000) $14,640 Shares 50,533 Est. Cost $281.11 Unrealized +2.1%
MCD MCDONALDS CORP 2.1%
Value ($000) $13,678 Shares 46,816 Est. Cost $291.03 Unrealized +4.3%
AAPL APPLE INC 1.8%
Value ($000) $11,936 Shares 58,176 Est. Cost $234.28 Unrealized -14.0%
CRH CRH PLC 1.7%
Value ($000) $11,534 Shares 125,643 Est. Cost $95.21 Unrealized -4.4%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $11,395 Shares 28,103 Est. Cost $535.25 Unrealized -22.1%
MDLZ MONDELEZ INTL INC 1.7%
Value ($000) $11,347 Shares 168,246 Est. Cost $63.58 Unrealized +2.5%
MA MASTERCARD INCORPORATED 1.6%
Value ($000) $10,685 Shares 19,015 Est. Cost $515.92 Unrealized +6.9%
ISRG INTUITIVE SURGICAL INC 1.6%
Value ($000) $10,487 Shares 19,298 Est. Cost $523.81 Unrealized -0.2%
ANET ARISTA NETWORKS INC 1.4%
Value ($000) $9,422 Shares 92,090 Est. Cost $102.56 Unrealized -15.6%
INTU INTUIT 1.3%
Value ($000) $8,970 Shares 11,389 Est. Cost $634.69 Unrealized +6.3%
ZTS ZOETIS INC 1.3%
Value ($000) $8,961 Shares 57,460 Est. Cost $171.47 Unrealized -8.2%
WPM WHEATON PRECIOUS METALS CORP 1.2%
Value ($000) $8,137 Shares 90,411 Est. Cost $61.60 Unrealized +36.5%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $7,973 Shares 87,707 Est. Cost $92.71 Unrealized -2.9%
PEP PEPSICO INC 1.1%
Value ($000) $7,411 Shares 56,128 Est. Cost $155.96 Unrealized -16.0%
ADBE ADOBE INC 1.1%
Value ($000) $7,257 Shares 18,758 Est. Cost $483.33 Unrealized -20.3%
VT VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $6,849 Shares 53,292 Est. Cost $117.48 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $6,767 Shares 42,477 Est. Cost $165.63 Unrealized -2.9%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $6,474 Shares 21,660 Est. Cost $350.53 Unrealized -13.6%
FNV FRANCO NEV CORP 0.9%
Value ($000) $6,191 Shares 37,682 Est. Cost $123.62 Unrealized +33.7%
MKC MCCORMICK & CO INC 0.9%
Value ($000) $5,821 Shares 76,779 Est. Cost $76.10 Unrealized -3.5%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $5,630 Shares 19,421 Est. Cost $234.22 Unrealized +7.9%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $5,516 Shares 10,000 Est. Cost $511.23 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.8%
Value ($000) $5,446 Shares 180,937 Est. Cost $23.76 Unrealized
SPGI S&P GLOBAL INC 0.8%
Value ($000) $5,379 Shares 10,202 Est. Cost $502.31 Unrealized -1.1%
WAT WATERS CORP 0.8%
Value ($000) $5,378 Shares 15,408 Est. Cost $365.19 Unrealized -5.9%
LIN LINDE PLC 0.7%
Value ($000) $4,930 Shares 10,507 Est. Cost $448.61 Unrealized +0.8%
KO COCA COLA CO 0.7%
Value ($000) $4,722 Shares 66,737 Est. Cost $64.20 Unrealized +8.7%
SW SMURFIT WESTROCK PLC 0.7%
Value ($000) $4,591 Shares 106,399 Est. Cost $48.81 Unrealized -13.6%
AZO AUTOZONE INC 0.7%
Value ($000) $4,477 Shares 1,206 Est. Cost $3322.88 Unrealized +10.9%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $3,928 Shares 52,857 Est. Cost $82.16 Unrealized -16.8%
GLD SPDR GOLD TR 0.6%
Value ($000) $3,740 Shares 12,268 Est. Cost $242.13 Unrealized
FERG FERGUSON ENTERPRISES INC 0.6%
Value ($000) $3,698 Shares 16,984 Est. Cost $194.48 Unrealized -6.4%
LRCX LAM RESEARCH CORP 0.5%
Value ($000) $3,589 Shares 36,873 Est. Cost $75.18 Unrealized +4.9%
NDAQ NASDAQ INC 0.5%
Value ($000) $3,316 Shares 37,086 Est. Cost $77.07 Unrealized +2.7%
DBMF LITMAN GREGORY FDS TR 0.5%
Value ($000) $3,118 Shares 121,170 Est. Cost $26.16 Unrealized
IEX IDEX CORP 0.4%
Value ($000) $2,706 Shares 15,412 Est. Cost $214.47 Unrealized -18.2%
GDX VANECK ETF TRUST 0.3%
Value ($000) $2,313 Shares 44,426 Est. Cost $33.91 Unrealized
MKC/V MCCORMICK & CO INC 0.3%
Value ($000) $2,242 Shares 29,693 Est. Cost $76.06 Unrealized -3.6%
TJX TJX COS INC NEW 0.3%
Value ($000) $2,110 Shares 17,086 Est. Cost $120.51 Unrealized +4.5%
AEM AGNICO EAGLE MINES LTD 0.3%
Value ($000) $2,106 Shares 17,660 Est. Cost $81.14 Unrealized +42.0%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,104 Shares 44,462 Est. Cost $42.83 Unrealized -3.2%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $1,949 Shares 12,206 Est. Cost $151.17 Unrealized -2.5%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $1,816 Shares 5,894 Est. Cost $281.95 Unrealized +3.1%
ETN EATON CORP PLC 0.3%
Value ($000) $1,754 Shares 4,913 Est. Cost $316.69 Unrealized -3.2%
PLD PROLOGIS INC. 0.3%
Value ($000) $1,743 Shares 16,580 Est. Cost $110.07 Unrealized -7.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,723 Shares 5,522 Est. Cost $545.87 Unrealized -31.3%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,686 Shares 3,373 Est. Cost $492.28 Unrealized -1.3%
VPL VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,675 Shares 20,378 Est. Cost $71.04 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,617 Shares 7,904 Est. Cost $187.81 Unrealized -1.1%
SGOL ETFS GOLD TR 0.2%
Value ($000) $1,519 Shares 48,168 Est. Cost $29.57 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $1,494 Shares 25,647 Est. Cost $44.50 Unrealized +18.9%
VDE VANGUARD WORLD FD 0.2%
Value ($000) $1,492 Shares 12,521 Est. Cost $121.43 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,419 Shares 8,001 Est. Cost $175.67 Unrealized -6.2%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,336 Shares 6,044 Est. Cost $198.80 Unrealized +5.8%
NOW SERVICENOW INC 0.2%
Value ($000) $1,272 Shares 1,237 Est. Cost $198.01 Unrealized -4.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,239 Shares 1,589 Est. Cost $824.71 Unrealized -6.2%
NFLX NETFLIX INC 0.2%
Value ($000) $1,231 Shares 919 Est. Cost $87.97 Unrealized +28.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,230 Shares 1,242 Est. Cost $922.64 Unrealized +7.4%
WMT WALMART INC 0.2%
Value ($000) $1,224 Shares 12,523 Est. Cost $88.98 Unrealized +6.5%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,161 Shares 4,117 Est. Cost $304.00 Unrealized -11.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,155 Shares 10,715 Est. Cost $112.36 Unrealized -7.0%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,131 Shares 14,592 Est. Cost $76.68 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $1,121 Shares 14,096 Est. Cost $76.21 Unrealized +0.5%
URA GLOBAL X FDS 0.2%
Value ($000) $1,106 Shares 28,502 Est. Cost $24.40 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $1,070 Shares 1,855 Est. Cost $591.72 Unrealized -7.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,030 Shares 4,422 Est. Cost $203.44 Unrealized -1.9%
BLK BLACKROCK INC 0.1%
Value ($000) $942 Shares 898 Est. Cost $982.96 Unrealized -5.1%
NKE NIKE INC 0.1%
Value ($000) $939 Shares 13,223 Est. Cost $76.48 Unrealized -22.8%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $911 Shares 19,463 Est. Cost $52.74 Unrealized -12.8%
CRM SALESFORCE INC 0.1%
Value ($000) $892 Shares 3,271 Est. Cost $316.33 Unrealized -15.9%
INDIVIOR PLC 0.1%
Value ($000) $855 Shares 57,991 Est. Cost $12.43 Unrealized
B BARRICK MNG CORP 0.1%
Value ($000) $791 Shares 37,968 Est. Cost $19.29 Unrealized 0.0%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $779 Shares 3,870 Est. Cost $161.91 Unrealized +13.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $774 Shares 22,904 Est. Cost $38.93 Unrealized -12.8%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $759 Shares 7,683 Est. Cost $71.80 Unrealized +13.4%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $744 Shares 2,657 Est. Cost $275.77 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $737 Shares 2,863 Est. Cost $194.44 Unrealized +12.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $646 Shares 3,112 Est. Cost $191.49 Unrealized -9.0%
CME CME GROUP INC 0.1%
Value ($000) $628 Shares 2,278 Est. Cost $223.24 Unrealized +20.3%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $606 Shares 3,520 Est. Cost $225.20 Unrealized -19.9%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $576 Shares 2,250 Est. Cost $266.50 Unrealized -14.0%
ABBV ABBVIE INC 0.1%
Value ($000) $552 Shares 2,972 Est. Cost $177.41 Unrealized +3.0%
RY ROYAL BK CDA 0.1%
Value ($000) $530 Shares 4,021 Est. Cost $123.44 Unrealized -0.9%
ABT ABBOTT LABS 0.1%
Value ($000) $478 Shares 3,515 Est. Cost $114.90 Unrealized +13.7%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $472 Shares 10,899 Est. Cost $41.79 Unrealized -9.8%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $456 Shares 3,701 Est. Cost $101.25 Unrealized -7.9%
RACE FERRARI N V 0.1%
Value ($000) $455 Shares 927 Est. Cost $463.36 Unrealized +0.3%
PFE PFIZER INC 0.1%
Value ($000) $428 Shares 17,642 Est. Cost $25.05 Unrealized -10.8%
FAST FASTENAL CO 0.1%
Value ($000) $401 Shares 9,536 Est. Cost $39.01 Unrealized +2.8%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $375 Shares 660 Est. Cost $535.12 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $361 Shares 1,966 Est. Cost $157.15 Unrealized +8.5%
HD HOME DEPOT INC 0.1%
Value ($000) $349 Shares 953 Est. Cost $390.15 Unrealized -8.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $333 Shares 4,798 Est. Cost $55.37 Unrealized +9.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $332 Shares 1,000 Est. Cost $276.08 Unrealized +2.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $317 Shares 4,286 Est. Cost $84.66 Unrealized -17.9%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $310 Shares 47,021 Est. Cost $0.94 Unrealized +307.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $306 Shares 540 Est. Cost $556.50 Unrealized +1.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $277 Shares 334 Est. Cost $680.44 Unrealized 0.0%
UBS UBS GROUP AG 0.0%
Value ($000) $274 Shares 8,100 Est. Cost $31.70 Unrealized -2.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $269 Shares 6,209 Est. Cost $39.40 Unrealized +6.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $266 Shares 1,345 Est. Cost $235.14 Unrealized -17.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $264 Shares 1,449 Est. Cost $120.59 Unrealized +38.8%
DE DEERE & CO 0.0%
Value ($000) $259 Shares 510 Est. Cost $450.84 Unrealized +7.5%
BRO BROWN & BROWN INC 0.0%
Value ($000) $253 Shares 2,286 Est. Cost $106.11 Unrealized +5.5%
RTX RTX CORPORATION 0.0%
Value ($000) $230 Shares 1,578 Est. Cost $119.36 Unrealized +10.4%
EQIX EQUINIX INC 0.0%
Value ($000) $226 Shares 284 Est. Cost $888.74 Unrealized -6.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $226 Shares 742 Est. Cost $289.81 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $217 Shares 684 Est. Cost $312.05 Unrealized -3.5%
SF STIFEL FINL CORP 0.0%
Value ($000) $216 Shares 2,080 Est. Cost $105.03 Unrealized -13.3%
ADSK AUTODESK INC 0.0%
Value ($000) $198 Shares 639 Est. Cost $295.42 Unrealized -4.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $178 Shares 776 Est. Cost $212.63 Unrealized +8.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $177 Shares 516 Est. Cost $367.46 Unrealized -6.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $174 Shares 795 Est. Cost $192.76 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $162 Shares 588 Est. Cost $184.44 Unrealized +17.1%
UNP UNION PAC CORP 0.0%
Value ($000) $161 Shares 700 Est. Cost $230.22 Unrealized -5.1%
ITA ISHARES TR 0.0%
Value ($000) $155 Shares 821 Est. Cost $188.64 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $144 Shares 907 Est. Cost $159.52 Unrealized -9.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $144 Shares 1,580 Est. Cost $73.82 Unrealized +12.6%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $143 Shares 10,420 Est. Cost $11.60 Unrealized -23.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $136 Shares 1,135 Est. Cost $130.41 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $135 Shares 1,939 Est. Cost $71.22 Unrealized -4.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $133 Shares 937 Est. Cost $143.89 Unrealized -24.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $131 Shares 958 Est. Cost $63.43 Unrealized +84.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $125 Shares 870 Est. Cost $148.65 Unrealized -7.8%
TIP ISHARES TR 0.0%
Value ($000) $110 Shares 1,000 Est. Cost $106.55 Unrealized
HRI HERC HLDGS INC 0.0%
Value ($000) $106 Shares 802 Est. Cost $179.47 Unrealized -33.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $102 Shares 193 Est. Cost $348.03 Unrealized +19.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $98 Shares 390 Est. Cost $234.55 Unrealized -3.2%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $96 Shares 3,623 Est. Cost $19.28 Unrealized +38.6%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $95 Shares 1,104 Est. Cost $74.49 Unrealized
FKU FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $94 Shares 2,002 Est. Cost $38.08 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $92 Shares 420 Est. Cost $217.77 Unrealized +2.5%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $88 Shares 48 Est. Cost $2135.94 Unrealized -12.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $85 Shares 862 Est. Cost $97.29 Unrealized -1.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $80 Shares 1,552 Est. Cost $64.08 Unrealized -16.1%
SUSA ISHARES TR 0.0%
Value ($000) $80 Shares 632 Est. Cost $121.59 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $79 Shares 1,254 Est. Cost $51.72 Unrealized +11.5%
ORCL ORACLE CORP 0.0%
Value ($000) $79 Shares 360 Est. Cost $175.85 Unrealized -8.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $75 Shares 1,042 Est. Cost $94.87 Unrealized -24.2%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $73 Shares 1,480 Est. Cost $36.35 Unrealized +6.0%
T AT&T INC 0.0%
Value ($000) $67 Shares 2,299 Est. Cost $21.51 Unrealized +25.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $65 Shares 938 Est. Cost $86.02 Unrealized
ALC ALCON AG 0.0%
Value ($000) $63 Shares 716 Est. Cost $89.83 Unrealized -0.3%
CTVA CORTEVA INC 0.0%
Value ($000) $61 Shares 825 Est. Cost $61.25 Unrealized +8.0%
MRK MERCK & CO INC 0.0%
Value ($000) $60 Shares 758 Est. Cost $98.70 Unrealized -21.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $60 Shares 361 Est. Cost $197.87 Unrealized -25.4%
CCJ CAMECO CORP 0.0%
Value ($000) $59 Shares 800 Est. Cost $54.31 Unrealized -1.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $59 Shares 324 Est. Cost $178.67 Unrealized -11.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $59 Shares 128 Est. Cost $527.20 Unrealized -12.9%
CPA COPA HOLDINGS SA 0.0%
Value ($000) $58 Shares 528 Est. Cost $88.34 Unrealized +7.8%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $55 Shares 500 Est. Cost $91.05 Unrealized +9.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $55 Shares 260 Est. Cost $170.68 Unrealized +8.4%
PODD INSULET CORP 0.0%
Value ($000) $55 Shares 175 Est. Cost $273.20 Unrealized +5.6%
UNILEVER PLC 0.0%
Value ($000) $54 Shares 875 Est. Cost $56.70 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $52 Shares 583 Est. Cost $90.75 Unrealized -12.8%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $52 Shares 78 Est. Cost $621.79 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $50 Shares 56 Est. Cost $669.07 Unrealized +11.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $47 Shares 59 Est. Cost $693.08 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $46 Shares 510 Est. Cost $90.47 Unrealized +0.8%
BA BOEING CO 0.0%
Value ($000) $46 Shares 219 Est. Cost $156.93 Unrealized +20.4%
DB DEUTSCHE BANK A G 0.0%
Value ($000) $42 Shares 1,432 Est. Cost $16.73 Unrealized +55.4%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $42 Shares 1,272 Est. Cost $32.57 Unrealized +1.4%
BX BLACKSTONE INC 0.0%
Value ($000) $42 Shares 278 Est. Cost $168.78 Unrealized -19.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $41 Shares 220 Est. Cost $189.31 Unrealized -12.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $41 Shares 358 Est. Cost $84.12 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $40 Shares 501 Est. Cost $77.36 Unrealized -17.7%
ABNB AIRBNB INC 0.0%
Value ($000) $39 Shares 292 Est. Cost $126.67 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $38 Shares 360 Est. Cost $91.24 Unrealized -0.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $35 Shares 65 Est. Cost $438.63 Unrealized +9.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 210 Est. Cost $161.18 Unrealized -5.4%
KRBN KRANESHARES TRUST 0.0%
Value ($000) $33 Shares 1,103 Est. Cost $29.31 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $32 Shares 487 Est. Cost $56.70 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $32 Shares 350 Est. Cost $78.46 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $28 Shares 568 Est. Cost $53.32 Unrealized -6.7%
EOG EOG RES INC 0.0%
Value ($000) $28 Shares 235 Est. Cost $123.33 Unrealized -9.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $28 Shares 95 Est. Cost $216.31 Unrealized +17.3%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $28 Shares 480 Est. Cost $43.59 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 233 Est. Cost $135.90 Unrealized -18.8%
DXJ WISDOMTREE TR 0.0%
Value ($000) $27 Shares 232 Est. Cost $110.29 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $26 Shares 420 Est. Cost $58.35 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $26 Shares 300 Est. Cost $83.84 Unrealized -0.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $26 Shares 110 Est. Cost $326.48 Unrealized -15.6%
MS MORGAN STANLEY 0.0%
Value ($000) $26 Shares 185 Est. Cost $119.51 Unrealized +1.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $26 Shares 200 Est. Cost $131.73 Unrealized 0.0%
PPTA PERPETUA RESOURCES CORP 0.0%
Value ($000) $24 Shares 2,014 Est. Cost $10.26 Unrealized +31.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $24 Shares 63 Est. Cost $381.74 Unrealized -13.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 300 Est. Cost $78.61 Unrealized
SAP SAP SE 0.0%
Value ($000) $23 Shares 76 Est. Cost $246.21 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $23 Shares 270 Est. Cost $65.38 Unrealized +8.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 850 Est. Cost $30.66 Unrealized -13.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $21 Shares 400 Est. Cost $51.78 Unrealized -8.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $21 Shares 195 Est. Cost $91.07 Unrealized +11.1%
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $21 Shares 360 Est. Cost $59.74 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $21 Shares 59 Est. Cost $245.89 Unrealized -4.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 215 Est. Cost $82.32 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 130 Est. Cost $132.27 Unrealized +9.0%
COPX GLOBAL X FDS 0.0%
Value ($000) $18 Shares 406 Est. Cost $39.07 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $18 Shares 55 Est. Cost $283.58 Unrealized -1.5%
MGNI MAGNITE INC 0.0%
Value ($000) $17 Shares 703 Est. Cost $14.67 Unrealized +0.4%
VLTO VERALTO CORP 0.0%
Value ($000) $15 Shares 152 Est. Cost $105.96 Unrealized -9.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $14 Shares 157 Est. Cost $93.94 Unrealized -9.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $13 Shares 190 Est. Cost $65.52 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $13 Shares 193 Est. Cost $61.92 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $13 Shares 185 Est. Cost $61.55 Unrealized +3.5%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $13 Shares 232 Est. Cost $47.28 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $13 Shares 178 Est. Cost $62.65 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $12 Shares 1,142 Est. Cost $8.31 Unrealized -11.2%
CC CHEMOURS CO 0.0%
Value ($000) $11 Shares 975 Est. Cost $16.08 Unrealized -31.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $11 Shares 250 Est. Cost $49.25 Unrealized -16.4%
SNY SANOFI 0.0%
Value ($000) $10 Shares 197 Est. Cost $48.23 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $9 Shares 102 Est. Cost $93.85 Unrealized -15.8%
SOXX ISHARES TR 0.0%
Value ($000) $9 Shares 36 Est. Cost $215.50 Unrealized
CLFD CLEARFIELD INC 0.0%
Value ($000) $8 Shares 194 Est. Cost $33.59 Unrealized +2.0%
MRNA MODERNA INC 0.0%
Value ($000) $8 Shares 304 Est. Cost $47.80 Unrealized -44.9%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 256 Est. Cost $33.93 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $8 Shares 207 Est. Cost $79.35 Unrealized -41.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $8 Shares 480 Est. Cost $22.04 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $8 Shares 4 Est. Cost $1659.34 Unrealized +13.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $8 Shares 135 Est. Cost $58.81 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $8 Shares 26 Est. Cost $281.95 Unrealized -3.4%
BHP BHP GROUP LTD 0.0%
Value ($000) $7 Shares 155 Est. Cost $48.83 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $7 Shares 75 Est. Cost $102.31 Unrealized -14.0%
VTS VITESSE ENERGY INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.12 Unrealized -16.1%
DNN DENISON MINES CORP 0.0%
Value ($000) $7 Shares 3,563 Est. Cost $2.10 Unrealized -28.0%
CPRT COPART INC 0.0%
Value ($000) $6 Shares 130 Est. Cost $55.96 Unrealized 0.0%
SKECHERS U S A INC 0.0%
Value ($000) $6 Shares 97 Est. Cost $56.78 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $6 Shares 504 Est. Cost $10.89 Unrealized -21.9%
ESAB ESAB CORPORATION 0.0%
Value ($000) $6 Shares 46 Est. Cost $120.30 Unrealized +0.3%
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 346 Est. Cost $11.57 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $4 Shares 195 Est. Cost $20.20 Unrealized
DOLE DOLE PLC 0.0%
Value ($000) $4 Shares 285 Est. Cost $15.11 Unrealized -6.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 343 Est. Cost $9.29 Unrealized +0.4%
KVUE KENVUE INC 0.0%
Value ($000) $4 Shares 184 Est. Cost $21.68 Unrealized +2.2%
BILL BILL HOLDINGS INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $74.57 Unrealized -40.7%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $4 Shares 72 Est. Cost $41.76 Unrealized -4.6%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $3 Shares 76 Est. Cost $42.39 Unrealized -16.9%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $300.91 Unrealized +21.1%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $3 Shares 201 Est. Cost $15.66 Unrealized -17.7%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2 Shares 27 Est. Cost $63.15 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 251 Est. Cost $9.14 Unrealized -31.9%
UA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 252 Est. Cost $8.34 Unrealized -29.3%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $2 Shares 98 Est. Cost $13.24 Unrealized
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $1 Shares 46 Est. Cost $43.92 Unrealized -24.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 70 Est. Cost $15.43 Unrealized -29.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.42 Unrealized +8.1%
CVE/WS CENOVUS ENERGY INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.56 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.63 Unrealized -29.6%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.99 Unrealized -32.5%
LILA LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.07 Unrealized -33.9%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.98 Unrealized +144.7%