Evelyn Partners Investment Management LLP Index / Passive

CIK: 0002065206 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Dec 8, 2025

Total Value ($000): $3,002,760 (100.0% shares, 0.0% debt)

Holdings (420)

MSFT MICROSOFT CORP 7.6%
Value ($000) $227,624 Shares 606,366 Est. Cost $422.13 Unrealized -4.0%
AMZN AMAZON COM INC 7.3%
Value ($000) $219,485 Shares 1,153,607 Est. Cost $204.84 Unrealized +5.9%
GOOGL ALPHABET INC 6.0%
Value ($000) $179,212 Shares 1,158,895 Est. Cost $174.14 Unrealized +3.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.4%
Value ($000) $132,653 Shares 249,076 Est. Cost $462.02 Unrealized +5.2%
V VISA INC 4.3%
Value ($000) $130,251 Shares 371,658 Est. Cost $298.33 Unrealized +12.7%
AAPL APPLE INC 3.5%
Value ($000) $104,813 Shares 471,853 Est. Cost $234.51 Unrealized -1.6%
CRH CRH PLC 3.4%
Value ($000) $103,449 Shares 1,175,962 Est. Cost $95.29 Unrealized +2.5%
UNH UNITEDHEALTH GROUP INC 3.3%
Value ($000) $99,720 Shares 190,396 Est. Cost $550.16 Unrealized -9.2%
NVDA NVIDIA CORPORATION 3.1%
Value ($000) $91,763 Shares 846,680 Est. Cost $137.16 Unrealized -7.6%
SYK STRYKER CORPORATION 3.0%
Value ($000) $91,556 Shares 245,952 Est. Cost $366.32 Unrealized +2.9%
TMO THERMO FISHER SCIENTIFIC INC 2.4%
Value ($000) $72,771 Shares 146,243 Est. Cost $547.19 Unrealized -1.4%
CB CHUBB LIMITED 2.4%
Value ($000) $71,144 Shares 235,585 Est. Cost $281.11 Unrealized -1.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.3%
Value ($000) $69,506 Shares 418,713 Est. Cost $195.68 Unrealized
ZTS ZOETIS INC 2.2%
Value ($000) $65,930 Shares 400,425 Est. Cost $175.66 Unrealized -6.3%
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $61,646 Shares 251,310 Est. Cost $230.02 Unrealized +9.1%
KO COCA COLA CO 1.8%
Value ($000) $53,751 Shares 750,497 Est. Cost $63.15 Unrealized +2.9%
BKNG BOOKING HOLDINGS INC 1.7%
Value ($000) $51,726 Shares 11,228 Est. Cost $4763.79 Unrealized -0.3%
META META PLATFORMS INC 1.6%
Value ($000) $47,804 Shares 82,942 Est. Cost $588.77 Unrealized +9.3%
MCD MCDONALDS CORP 1.5%
Value ($000) $45,520 Shares 145,726 Est. Cost $290.22 Unrealized +0.9%
LIN LINDE PLC 1.2%
Value ($000) $37,355 Shares 80,223 Est. Cost $448.58 Unrealized -0.9%
SW SMURFIT WESTROCK PLC 1.2%
Value ($000) $37,337 Shares 828,599 Est. Cost $49.43 Unrealized +0.2%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $36,664 Shares 66,891 Est. Cost $514.68 Unrealized +5.3%
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $36,564 Shares 66,932 Est. Cost $544.86 Unrealized +8.4%
IEX IDEX CORP 1.1%
Value ($000) $34,087 Shares 188,359 Est. Cost $215.48 Unrealized -8.8%
BAC BANK AMERICA CORP 1.0%
Value ($000) $29,258 Shares 701,130 Est. Cost $42.83 Unrealized +1.9%
NDAQ NASDAQ INC 1.0%
Value ($000) $28,767 Shares 379,210 Est. Cost $76.45 Unrealized +1.7%
AZO AUTOZONE INC 1.0%
Value ($000) $28,706 Shares 7,529 Est. Cost $3184.61 Unrealized +8.3%
DHR DANAHER CORPORATION 0.9%
Value ($000) $26,619 Shares 129,851 Est. Cost $243.95 Unrealized -11.1%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $26,006 Shares 156,815 Est. Cost $149.59 Unrealized +1.9%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $24,727 Shares 348,809 Est. Cost $75.03 Unrealized -8.5%
BUR BURFORD CAP LTD 0.8%
Value ($000) $24,370 Shares 1,845,931 Est. Cost $13.34 Unrealized +4.7%
GOOG ALPHABET INC 0.8%
Value ($000) $23,747 Shares 152,002 Est. Cost $175.67 Unrealized +3.9%
TJX TJX COS INC NEW 0.8%
Value ($000) $23,663 Shares 194,279 Est. Cost $117.72 Unrealized +2.0%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $23,532 Shares 75,413 Est. Cost $354.74 Unrealized -1.5%
WMT WALMART INC 0.8%
Value ($000) $22,850 Shares 260,277 Est. Cost $85.80 Unrealized +8.3%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $22,409 Shares 131,495 Est. Cost $165.73 Unrealized -1.1%
BX BLACKSTONE INC 0.7%
Value ($000) $21,055 Shares 150,632 Est. Cost $168.35 Unrealized -6.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.7%
Value ($000) $20,448 Shares 719,755 Est. Cost $23.86 Unrealized
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $19,479 Shares 89,518 Est. Cost $198.35 Unrealized -4.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $18,959 Shares 113,333 Est. Cost $145.50 Unrealized +3.4%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $18,608 Shares 36,623 Est. Cost $503.27 Unrealized +0.9%
AEM AGNICO EAGLE MINES LTD 0.6%
Value ($000) $17,778 Shares 163,993 Est. Cost $81.14 Unrealized +16.6%
PEP PEPSICO INC 0.6%
Value ($000) $17,559 Shares 117,109 Est. Cost $156.55 Unrealized -8.3%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $17,540 Shares 35,416 Est. Cost $525.19 Unrealized +5.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.5%
Value ($000) $16,368 Shares 202,804 Est. Cost $84.93 Unrealized +1.0%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $15,657 Shares 413,561 Est. Cost $44.04 Unrealized -14.1%
DIS DISNEY WALT CO 0.5%
Value ($000) $13,936 Shares 141,196 Est. Cost $103.52 Unrealized +2.7%
MKL MARKEL GROUP INC 0.5%
Value ($000) $13,809 Shares 7,386 Est. Cost $1662.27 Unrealized +10.7%
ROP ROPER TECHNOLOGIES INC 0.4%
Value ($000) $13,035 Shares 22,109 Est. Cost $545.68 Unrealized +2.2%
CDNS CADENCE DESIGN SYSTEM INC 0.4%
Value ($000) $12,822 Shares 50,415 Est. Cost $290.16 Unrealized -4.2%
NFLX NETFLIX INC 0.4%
Value ($000) $12,754 Shares 13,677 Est. Cost $82.31 Unrealized +15.5%
INTU INTUIT 0.4%
Value ($000) $12,093 Shares 19,695 Est. Cost $629.81 Unrealized -5.1%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $11,283 Shares 166,297 Est. Cost $63.61 Unrealized -6.1%
NEM NEWMONT CORP 0.4%
Value ($000) $10,680 Shares 221,215 Est. Cost $44.64 Unrealized -3.1%
RACE FERRARI N V 0.3%
Value ($000) $10,121 Shares 23,653 Est. Cost $451.22 Unrealized -0.3%
DE DEERE & CO 0.3%
Value ($000) $9,580 Shares 20,412 Est. Cost $417.10 Unrealized +10.7%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $9,524 Shares 64,558 Est. Cost $131.37 Unrealized -1.7%
FERG FERGUSON ENTERPRISES INC 0.3%
Value ($000) $9,320 Shares 58,167 Est. Cost $194.48 Unrealized -12.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $9,246 Shares 9,776 Est. Cost $922.64 Unrealized +5.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $8,412 Shares 70,732 Est. Cost $112.36 Unrealized -4.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $8,373 Shares 135,686 Est. Cost $56.15 Unrealized +7.0%
ABT ABBOTT LABS 0.3%
Value ($000) $8,366 Shares 63,066 Est. Cost $113.33 Unrealized +10.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $8,153 Shares 38,504 Est. Cost $203.59 Unrealized -2.5%
CME CME GROUP INC 0.3%
Value ($000) $8,135 Shares 30,663 Est. Cost $220.88 Unrealized +9.7%
PLD PROLOGIS INC. 0.2%
Value ($000) $7,186 Shares 64,283 Est. Cost $110.17 Unrealized +1.5%
CRM SALESFORCE INC 0.2%
Value ($000) $6,703 Shares 24,976 Est. Cost $316.47 Unrealized -2.4%
ADBE ADOBE INC 0.2%
Value ($000) $6,460 Shares 16,843 Est. Cost $495.13 Unrealized -13.4%
ETN EATON CORP PLC 0.2%
Value ($000) $6,161 Shares 22,665 Est. Cost $339.51 Unrealized -9.1%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $5,994 Shares 35,126 Est. Cost $188.61 Unrealized -2.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $5,629 Shares 19,537 Est. Cost $242.13 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $5,182 Shares 46,882 Est. Cost $102.71 Unrealized -1.3%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $5,115 Shares 20,960 Est. Cost $217.77 Unrealized +2.6%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $5,039 Shares 120,542 Est. Cost $40.47 Unrealized -1.4%
FLUT FLUTTER ENTMT PLC 0.2%
Value ($000) $4,768 Shares 21,520 Est. Cost $252.95 Unrealized +2.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $4,573 Shares 13,097 Est. Cost $369.20 Unrealized -5.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $4,519 Shares 99,627 Est. Cost $39.40 Unrealized +0.5%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $4,244 Shares 79,549 Est. Cost $52.74 Unrealized 0.0%
RY ROYAL BK CDA 0.1%
Value ($000) $4,097 Shares 36,364 Est. Cost $123.44 Unrealized -4.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $4,037 Shares 4,888 Est. Cost $822.31 Unrealized +0.5%
WMB WILLIAMS COS INC 0.1%
Value ($000) $3,884 Shares 64,988 Est. Cost $52.09 Unrealized +6.4%
HRI HERC HLDGS INC 0.1%
Value ($000) $3,719 Shares 27,698 Est. Cost $196.39 Unrealized -15.2%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $3,713 Shares 47,838 Est. Cost $63.15 Unrealized +5.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $3,689 Shares 16,103 Est. Cost $225.20 Unrealized +1.0%
MSCI MSCI INC 0.1%
Value ($000) $3,622 Shares 6,405 Est. Cost $591.72 Unrealized -2.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $3,246 Shares 34,641 Est. Cost $93.07 Unrealized -5.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $3,036 Shares 5,427 Est. Cost $584.63 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $2,948 Shares 14,083 Est. Cost $233.18 Unrealized -11.7%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $2,886 Shares 34,415 Est. Cost $82.37 Unrealized +0.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,811 Shares 5,995 Est. Cost $475.94 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $2,533 Shares 5,298 Est. Cost $563.61 Unrealized -10.4%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $2,419 Shares 34,467 Est. Cost $76.44 Unrealized -1.1%
DOV DOVER CORP 0.1%
Value ($000) $2,412 Shares 13,727 Est. Cost $193.06 Unrealized -1.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,395 Shares 9,630 Est. Cost $216.31 Unrealized +10.7%
RTX RTX CORPORATION 0.1%
Value ($000) $2,350 Shares 17,742 Est. Cost $118.27 Unrealized +5.5%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $2,299 Shares 1,735 Est. Cost $414.04 Unrealized +7.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $2,234 Shares 44,486 Est. Cost $60.27 Unrealized -9.8%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $2,226 Shares 35,110 Est. Cost $73.57 Unrealized -10.6%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $2,159 Shares 36,024 Est. Cost $56.10 Unrealized +3.8%
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $2,083 Shares 38,888 Est. Cost $69.33 Unrealized -5.2%
APTV APTIV PLC 0.1%
Value ($000) $2,054 Shares 34,526 Est. Cost $61.22 Unrealized +3.5%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,934 Shares 5,485 Est. Cost $332.51 Unrealized +14.6%
LOW LOWES COS INC 0.1%
Value ($000) $1,931 Shares 8,280 Est. Cost $259.19 Unrealized -6.6%
C CITIGROUP INC 0.1%
Value ($000) $1,903 Shares 26,804 Est. Cost $65.38 Unrealized +14.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,848 Shares 6,050 Est. Cost $287.90 Unrealized +2.6%
ALC ALCON AG 0.1%
Value ($000) $1,829 Shares 19,434 Est. Cost $89.86 Unrealized -0.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,789 Shares 6,065 Est. Cost $304.00 Unrealized -1.2%
LOGI LOGITECH INTL S A 0.1%
Value ($000) $1,784 Shares 21,339 Est. Cost $81.72 Unrealized +13.5%
KEX KIRBY CORP 0.1%
Value ($000) $1,772 Shares 17,540 Est. Cost $104.54 Unrealized -0.2%
NKE NIKE INC 0.1%
Value ($000) $1,725 Shares 27,174 Est. Cost $76.48 Unrealized -5.8%
TSLA TESLA INC 0.1%
Value ($000) $1,719 Shares 6,632 Est. Cost $321.74 Unrealized +3.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,633 Shares 4,953 Est. Cost $381.74 Unrealized -7.8%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,578 Shares 16,528 Est. Cost $97.84 Unrealized +11.4%
PFE PFIZER INC 0.1%
Value ($000) $1,561 Shares 61,616 Est. Cost $25.12 Unrealized -1.6%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $1,490 Shares 43,550 Est. Cost $32.57 Unrealized -3.3%
MS MORGAN STANLEY 0.0%
Value ($000) $1,460 Shares 12,515 Est. Cost $119.51 Unrealized +5.4%
STIP ISHARES TR 0.0%
Value ($000) $1,357 Shares 13,117 Est. Cost $100.60 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $1,269 Shares 17,322 Est. Cost $62.65 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $1,268 Shares 30,624 Est. Cost $43.02 Unrealized +14.6%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1,255 Shares 2,281 Est. Cost $428.22 Unrealized +30.5%
T AT&T INC 0.0%
Value ($000) $1,220 Shares 43,136 Est. Cost $21.51 Unrealized +13.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1,213 Shares 4,509 Est. Cost $283.58 Unrealized +3.1%
BLK BLACKROCK INC 0.0%
Value ($000) $1,190 Shares 1,257 Est. Cost $991.05 Unrealized -2.9%
GE GE AEROSPACE 0.0%
Value ($000) $1,189 Shares 5,940 Est. Cost $177.15 Unrealized +10.5%
MRK MERCK & CO INC 0.0%
Value ($000) $1,185 Shares 13,200 Est. Cost $98.70 Unrealized -8.7%
NOW SERVICENOW INC 0.0%
Value ($000) $1,183 Shares 1,486 Est. Cost $201.42 Unrealized -4.3%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $1,129 Shares 6,539 Est. Cost $161.91 Unrealized +2.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,110 Shares 17,008 Est. Cost $83.88 Unrealized -7.4%
ABBV ABBVIE INC 0.0%
Value ($000) $1,105 Shares 5,273 Est. Cost $177.41 Unrealized +6.8%
UNP UNION PAC CORP 0.0%
Value ($000) $1,095 Shares 4,634 Est. Cost $230.22 Unrealized +2.3%
UNILEVER PLC 0.0%
Value ($000) $1,033 Shares 17,340 Est. Cost $56.70 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $950 Shares 5,289 Est. Cost $192.93 Unrealized -5.5%
TOTALENERGIES SE 0.0%
Value ($000) $882 Shares 13,632 Est. Cost $54.50 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $877 Shares 28,866 Est. Cost $31.70 Unrealized +5.2%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $815 Shares 2,412 Est. Cost $302.48 Unrealized +6.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $801 Shares 5,046 Est. Cost $120.59 Unrealized +13.6%
VLTO VERALTO CORP 0.0%
Value ($000) $780 Shares 8,003 Est. Cost $105.96 Unrealized -6.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $778 Shares 35,118 Est. Cost $22.76 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $743 Shares 1,323 Est. Cost $586.45 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $700 Shares 1,909 Est. Cost $397.26 Unrealized -4.2%
AON AON PLC 0.0%
Value ($000) $698 Shares 1,750 Est. Cost $365.26 Unrealized +4.5%
KKR KKR & CO INC 0.0%
Value ($000) $665 Shares 5,755 Est. Cost $145.82 Unrealized -6.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $657 Shares 1,283 Est. Cost $492.97 Unrealized -4.7%
EQIX EQUINIX INC 0.0%
Value ($000) $656 Shares 805 Est. Cost $897.54 Unrealized -1.9%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $611 Shares 6,607 Est. Cost $101.62 Unrealized -9.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $569 Shares 2,201 Est. Cost $276.08 Unrealized -0.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $555 Shares 6,181 Est. Cost $83.84 Unrealized +4.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $547 Shares 9,112 Est. Cost $48.82 Unrealized +4.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $537 Shares 3,714 Est. Cost $153.06 Unrealized -12.1%
URTH ISHARES INC 0.0%
Value ($000) $520 Shares 3,395 Est. Cost $155.23 Unrealized
CSX CSX CORP 0.0%
Value ($000) $520 Shares 17,660 Est. Cost $33.68 Unrealized -7.1%
OPPJ WISDOMTREE TR 0.0%
Value ($000) $520 Shares 14,847 Est. Cost $34.58 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $513 Shares 7,772 Est. Cost $77.36 Unrealized -8.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $512 Shares 6,220 Est. Cost $76.10 Unrealized +0.4%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $509 Shares 2,200 Est. Cost $203.03 Unrealized +10.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $500 Shares 5,096 Est. Cost $93.94 Unrealized +7.5%
CCJ CAMECO CORP 0.0%
Value ($000) $490 Shares 11,898 Est. Cost $54.31 Unrealized -13.5%
XYL XYLEM INC 0.0%
Value ($000) $488 Shares 4,085 Est. Cost $124.71 Unrealized -1.7%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $483 Shares 11,411 Est. Cost $43.56 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $468 Shares 2,345 Est. Cost $220.96 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $464 Shares 238 Est. Cost $1947.25 Unrealized +1.9%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $463 Shares 853 Est. Cost $621.80 Unrealized
STE STERIS PLC 0.0%
Value ($000) $457 Shares 2,017 Est. Cost $217.42 Unrealized +0.5%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $453 Shares 4,590 Est. Cost $99.01 Unrealized +4.5%
GEV GE VERNOVA INC 0.0%
Value ($000) $446 Shares 1,460 Est. Cost $311.89 Unrealized +11.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $443 Shares 9,160 Est. Cost $66.35 Unrealized -18.3%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $439 Shares 15,176 Est. Cost $23.92 Unrealized +12.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $435 Shares 1,827 Est. Cost $271.56 Unrealized -0.8%
BA BOEING CO 0.0%
Value ($000) $411 Shares 2,411 Est. Cost $156.93 Unrealized +10.3%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $395 Shares 3,860 Est. Cost $119.12 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $384 Shares 34,628 Est. Cost $13.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $374 Shares 3,561 Est. Cost $102.31 Unrealized -5.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $371 Shares 6,091 Est. Cost $52.58 Unrealized +5.5%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $315 Shares 4,480 Est. Cost $67.42 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $309 Shares 4,198 Est. Cost $65.52 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $308 Shares 3,985 Est. Cost $51.65 Unrealized -5.8%
SGOL ETFS GOLD TR 0.0%
Value ($000) $298 Shares 10,000 Est. Cost $25.05 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $293 Shares 3,920 Est. Cost $33.84 Unrealized -5.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $278 Shares 1,342 Est. Cost $189.83 Unrealized +0.8%
ADSK AUTODESK INC 0.0%
Value ($000) $260 Shares 878 Est. Cost $295.42 Unrealized -3.7%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $258 Shares 2,700 Est. Cost $91.05 Unrealized +5.9%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $254 Shares 4,509 Est. Cost $61.55 Unrealized -4.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $245 Shares 3,060 Est. Cost $79.25 Unrealized +3.0%
INFY INFOSYS LTD 0.0%
Value ($000) $230 Shares 12,600 Est. Cost $21.92 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $222 Shares 9,760 Est. Cost $22.54 Unrealized -2.9%
STT STATE STR CORP 0.0%
Value ($000) $220 Shares 2,455 Est. Cost $91.24 Unrealized +1.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $218 Shares 3,141 Est. Cost $80.84 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $216 Shares 2,582 Est. Cost $93.73 Unrealized -8.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $216 Shares 1,520 Est. Cost $130.11 Unrealized -0.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $214 Shares 1,948 Est. Cost $119.02 Unrealized -0.2%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $201 Shares 5,200 Est. Cost $37.36 Unrealized +0.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $200 Shares 5,421 Est. Cost $39.99 Unrealized -12.4%
USB US BANCORP DEL 0.0%
Value ($000) $199 Shares 4,720 Est. Cost $46.63 Unrealized -5.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $198 Shares 1,320 Est. Cost $161.18 Unrealized +2.4%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $197 Shares 5,803 Est. Cost $42.52 Unrealized -22.9%
ORCL ORACLE CORP 0.0%
Value ($000) $196 Shares 1,405 Est. Cost $175.85 Unrealized -8.1%
TWLO TWILIO INC 0.0%
Value ($000) $196 Shares 2,000 Est. Cost $91.39 Unrealized +29.7%
CTVA CORTEVA INC 0.0%
Value ($000) $192 Shares 3,055 Est. Cost $58.42 Unrealized +4.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $192 Shares 2,415 Est. Cost $142.41 Unrealized -24.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $179 Shares 4,435 Est. Cost $50.08 Unrealized -5.6%
PSX PHILLIPS 66 0.0%
Value ($000) $174 Shares 1,411 Est. Cost $122.03 Unrealized -2.3%
ZS ZSCALER INC 0.0%
Value ($000) $174 Shares 875 Est. Cost $193.56 Unrealized +2.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $171 Shares 740 Est. Cost $211.11 Unrealized +3.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $170 Shares 2,846 Est. Cost $64.08 Unrealized -9.6%
DXJ WISDOMTREE TR 0.0%
Value ($000) $167 Shares 1,517 Est. Cost $110.29 Unrealized
CCK CROWN HLDGS INC 0.0%
Value ($000) $156 Shares 1,750 Est. Cost $89.91 Unrealized -3.9%
EEM ISHARES TR 0.0%
Value ($000) $155 Shares 3,550 Est. Cost $41.82 Unrealized
FISV FISERV INC 0.0%
Value ($000) $155 Shares 700 Est. Cost $204.14 Unrealized +7.2%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $151 Shares 4,801 Est. Cost $29.86 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $151 Shares 4,962 Est. Cost $30.66 Unrealized -7.6%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $149 Shares 2,063 Est. Cost $71.04 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $148 Shares 2,750 Est. Cost $52.22 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $148 Shares 1,342 Est. Cost $104.03 Unrealized +1.7%
ECL ECOLAB INC 0.0%
Value ($000) $148 Shares 582 Est. Cost $245.53 Unrealized +1.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $143 Shares 1,386 Est. Cost $98.07 Unrealized -1.9%
SYY SYSCO CORP 0.0%
Value ($000) $143 Shares 1,900 Est. Cost $73.94 Unrealized -3.6%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $141 Shares 1,214 Est. Cost $115.95 Unrealized
WDFC WD 40 CO 0.0%
Value ($000) $139 Shares 570 Est. Cost $260.26 Unrealized -10.9%
DOW DOW INC 0.0%
Value ($000) $137 Shares 3,921 Est. Cost $42.94 Unrealized -16.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $135 Shares 1,340 Est. Cost $88.03 Unrealized +14.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $134 Shares 2,050 Est. Cost $69.16 Unrealized -2.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $132 Shares 500 Est. Cost $244.86 Unrealized +0.2%
INDIVIOR PLC 0.0%
Value ($000) $130 Shares 13,681 Est. Cost $12.34 Unrealized
DB DEUTSCHE BANK A G 0.0%
Value ($000) $130 Shares 5,500 Est. Cost $16.73 Unrealized +22.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $122 Shares 1,800 Est. Cost $53.65 Unrealized +8.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $114 Shares 550 Est. Cost $232.52 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $114 Shares 2,300 Est. Cost $49.25 Unrealized -2.9%
GENERAL AMERN INVS CO INC 0.0%
Value ($000) $113 Shares 2,245 Est. Cost $51.01 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $113 Shares 253 Est. Cost $524.08 Unrealized -14.5%
NRDS NERDWALLET INC 0.0%
Value ($000) $113 Shares 12,450 Est. Cost $11.98 Unrealized 0.0%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $108 Shares 1,873 Est. Cost $63.71 Unrealized -8.8%
NTR NUTRIEN LTD 0.0%
Value ($000) $103 Shares 2,066 Est. Cost $45.96 Unrealized +9.1%
GLW CORNING INC 0.0%
Value ($000) $102 Shares 2,220 Est. Cost $46.35 Unrealized +4.8%
CCI CROWN CASTLE INC 0.0%
Value ($000) $99 Shares 950 Est. Cost $98.11 Unrealized -9.2%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $98 Shares 1,430 Est. Cost $71.82 Unrealized +2.8%
BALL BALL CORP 0.0%
Value ($000) $98 Shares 1,876 Est. Cost $60.20 Unrealized -14.0%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $95 Shares 5,000 Est. Cost $20.40 Unrealized -12.0%
FOXA FOX CORP 0.0%
Value ($000) $93 Shares 1,640 Est. Cost $44.61 Unrealized +17.6%
EPP ISHARES INC 0.0%
Value ($000) $92 Shares 2,096 Est. Cost $44.10 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $92 Shares 250 Est. Cost $365.79 Unrealized +5.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $91 Shares 1,250 Est. Cost $71.41 Unrealized +0.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $91 Shares 2,007 Est. Cost $44.04 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $91 Shares 460 Est. Cost $248.40 Unrealized -11.9%
FDX FEDEX CORP 0.0%
Value ($000) $88 Shares 360 Est. Cost $271.73 Unrealized -6.7%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $87 Shares 444 Est. Cost $180.68 Unrealized +2.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $86 Shares 766 Est. Cost $87.00 Unrealized +15.5%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $84 Shares 1,160 Est. Cost $74.98 Unrealized +4.2%
ASML ASML HOLDING N V 0.0%
Value ($000) $82 Shares 123 Est. Cost $693.08 Unrealized
BP BP PLC 0.0%
Value ($000) $80 Shares 2,382 Est. Cost $29.56 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $79 Shares 170 Est. Cost $473.16 Unrealized +1.1%
IWP ISHARES TR 0.0%
Value ($000) $78 Shares 666 Est. Cost $126.75 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $78 Shares 700 Est. Cost $97.31 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $73 Shares 74 Est. Cost $1116.02 Unrealized -8.1%
VRNS VARONIS SYS INC 0.0%
Value ($000) $73 Shares 1,800 Est. Cost $52.01 Unrealized -17.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $72 Shares 962 Est. Cost $83.93 Unrealized -12.3%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $72 Shares 940 Est. Cost $84.46 Unrealized -14.0%
FRI FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $70 Shares 2,550 Est. Cost $27.37 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $69 Shares 252 Est. Cost $281.95 Unrealized -9.3%
DISCOVER FINL SVCS 0.0%
Value ($000) $68 Shares 400 Est. Cost $173.23 Unrealized
LND BRASILAGRO COMPANHIA BRASILE 0.0%
Value ($000) $68 Shares 17,067 Est. Cost $3.65 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $68 Shares 250 Est. Cost $262.99 Unrealized -2.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $67 Shares 510 Est. Cost $84.12 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 737 Est. Cost $123.15 Unrealized -15.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $67 Shares 204 Est. Cost $311.40 Unrealized -5.0%
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $66 Shares 2,875 Est. Cost $22.03 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $65 Shares 903 Est. Cost $69.99 Unrealized +2.3%
AVGO BROADCOM INC 0.0%
Value ($000) $62 Shares 370 Est. Cost $206.54 Unrealized +1.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $61 Shares 400 Est. Cost $159.52 Unrealized +0.1%
CIEN CIENA CORP 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $71.76 Unrealized +10.2%
AAXJ ISHARES TR 0.0%
Value ($000) $60 Shares 815 Est. Cost $74.00 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $59 Shares 215 Est. Cost $274.84 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $59 Shares 1,253 Est. Cost $51.75 Unrealized -5.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $58 Shares 335 Est. Cost $248.78 Unrealized -2.7%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $53 Shares 929 Est. Cost $59.01 Unrealized -3.4%
IVZ INVESCO LTD 0.0%
Value ($000) $53 Shares 3,470 Est. Cost $16.96 Unrealized -3.1%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $52 Shares 300 Est. Cost $175.23 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $52 Shares 1,680 Est. Cost $32.47 Unrealized -8.9%
FXI ISHARES TR 0.0%
Value ($000) $49 Shares 1,375 Est. Cost $35.84 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $49 Shares 450 Est. Cost $93.11 Unrealized +5.7%
EWJ ISHARES INC 0.0%
Value ($000) $49 Shares 709 Est. Cost $68.56 Unrealized
KELLANOVA 0.0%
Value ($000) $47 Shares 570 Est. Cost $78.18 Unrealized +2.4%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $46 Shares 325 Est. Cost $146.82 Unrealized -0.2%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $46 Shares 630 Est. Cost $70.33 Unrealized -4.6%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $44 Shares 3,190 Est. Cost $15.66 Unrealized -9.6%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $44 Shares 1,300 Est. Cost $47.22 Unrealized -10.2%
EPI WISDOMTREE TR 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $45.27 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $44 Shares 222 Est. Cost $249.42 Unrealized -8.2%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $44 Shares 500 Est. Cost $74.60 Unrealized +6.5%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $43 Shares 500 Est. Cost $69.96 Unrealized +15.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $43 Shares 650 Est. Cost $67.99 Unrealized +5.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $42 Shares 500 Est. Cost $74.81 Unrealized +10.6%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $40 Shares 34 Est. Cost $1304.80 Unrealized -2.1%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $40 Shares 225 Est. Cost $199.18 Unrealized -9.5%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $40 Shares 412 Est. Cost $98.18 Unrealized -6.0%
OLN OLIN CORP 0.0%
Value ($000) $39 Shares 1,615 Est. Cost $40.23 Unrealized -32.4%
TIP ISHARES TR 0.0%
Value ($000) $39 Shares 350 Est. Cost $106.55 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $38 Shares 1,275 Est. Cost $31.79 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $38 Shares 154 Est. Cost $265.60 Unrealized -6.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $37 Shares 337 Est. Cost $122.34 Unrealized -7.9%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $37 Shares 230 Est. Cost $170.91 Unrealized -8.1%
POST POST HLDGS INC 0.0%
Value ($000) $37 Shares 315 Est. Cost $113.94 Unrealized -2.6%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $36 Shares 400 Est. Cost $87.82 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $36 Shares 955 Est. Cost $35.65 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 160 Est. Cost $240.28 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $35 Shares 113 Est. Cost $286.05 Unrealized +0.4%
SDY SPDR SER TR 0.0%
Value ($000) $34 Shares 250 Est. Cost $132.10 Unrealized
MMM 3M CO 0.0%
Value ($000) $32 Shares 220 Est. Cost $128.38 Unrealized +12.6%
AOS SMITH A O CORP 0.0%
Value ($000) $32 Shares 490 Est. Cost $74.08 Unrealized -10.3%
LNN LINDSAY CORP 0.0%
Value ($000) $31 Shares 245 Est. Cost $122.33 Unrealized +5.4%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $30 Shares 750 Est. Cost $39.06 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $30 Shares 399 Est. Cost $71.05 Unrealized +3.4%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $30 Shares 460 Est. Cost $63.54 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $29 Shares 168 Est. Cost $159.03 Unrealized +1.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $28 Shares 190 Est. Cost $166.66 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $27 Shares 500 Est. Cost $61.79 Unrealized +1.1%
OVV OVINTIV INC 0.0%
Value ($000) $26 Shares 619 Est. Cost $41.65 Unrealized +2.5%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 245 Est. Cost $78.57 Unrealized +34.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $25 Shares 245 Est. Cost $143.89 Unrealized -22.7%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $25 Shares 430 Est. Cost $53.01 Unrealized -1.7%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $25 Shares 620 Est. Cost $39.56 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $25 Shares 1,890 Est. Cost $12.03 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $25 Shares 95 Est. Cost $251.84 Unrealized +7.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $24 Shares 340 Est. Cost $66.67 Unrealized +10.5%
FER FERROVIAL SE 0.0%
Value ($000) $24 Shares 532 Est. Cost $40.15 Unrealized +6.6%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $153.58 Unrealized 0.0%
AU ANGLOGOLD ASHANTI PLC 0.0%
Value ($000) $23 Shares 628 Est. Cost $24.87 Unrealized +18.1%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $23 Shares 158 Est. Cost $165.33 Unrealized +1.8%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $22 Shares 1,250 Est. Cost $17.70 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $22 Shares 74 Est. Cost $276.10 Unrealized +3.7%
NWSA NEWS CORP NEW 0.0%
Value ($000) $20 Shares 752 Est. Cost $27.66 Unrealized +0.5%
GREK GLOBAL X FDS 0.0%
Value ($000) $20 Shares 429 Est. Cost $38.79 Unrealized
BKU BANKUNITED INC 0.0%
Value ($000) $20 Shares 580 Est. Cost $36.91 Unrealized -1.2%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $20 Shares 1,436 Est. Cost $14.49 Unrealized -1.2%
AGG ISHARES TR 0.0%
Value ($000) $20 Shares 200 Est. Cost $96.90 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $20 Shares 105 Est. Cost $215.49 Unrealized
SE SEA LTD 0.0%
Value ($000) $20 Shares 150 Est. Cost $106.10 Unrealized
ORLA ORLA MNG LTD NEW 0.0%
Value ($000) $19 Shares 2,029 Est. Cost $4.83 Unrealized +47.1%
F FORD MTR CO 0.0%
Value ($000) $19 Shares 1,866 Est. Cost $9.87 Unrealized -6.4%
CUSHMAN WAKEFIELD PLC 0.0%
Value ($000) $19 Shares 1,815 Est. Cost $13.08 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $231.32 Unrealized -23.1%
TER TERADYNE INC 0.0%
Value ($000) $18 Shares 215 Est. Cost $117.75 Unrealized -5.4%
CPRT COPART INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.95 Unrealized -1.2%
EBAY EBAY INC. 0.0%
Value ($000) $16 Shares 240 Est. Cost $62.40 Unrealized +5.3%
PHM PULTE GROUP INC 0.0%
Value ($000) $16 Shares 154 Est. Cost $128.60 Unrealized -16.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $16 Shares 55 Est. Cost $326.48 Unrealized +12.4%
VTRS VIATRIS INC 0.0%
Value ($000) $15 Shares 1,674 Est. Cost $11.63 Unrealized -13.9%
SRE SEMPRA 0.0%
Value ($000) $14 Shares 200 Est. Cost $84.33 Unrealized -10.4%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $14 Shares 480 Est. Cost $33.93 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $27.61 Unrealized +5.3%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $12 Shares 820 Est. Cost $12.86 Unrealized
ONC BEIGENE LTD 0.0%
Value ($000) $11 Shares 41 Est. Cost $184.71 Unrealized
AES AES CORP 0.0%
Value ($000) $11 Shares 880 Est. Cost $14.01 Unrealized -21.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $346.27 Unrealized -7.8%
ARVN ARVINAS INC 0.0%
Value ($000) $10 Shares 1,474 Est. Cost $24.30 Unrealized -35.5%
FTV FORTIVE CORP 0.0%
Value ($000) $10 Shares 183 Est. Cost $57.10 Unrealized +2.4%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $10 Shares 750 Est. Cost $11.95 Unrealized
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.69 Unrealized -27.2%
WAB WABTEC 0.0%
Value ($000) $9 Shares 52 Est. Cost $192.50 Unrealized -0.8%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $9 Shares 260 Est. Cost $42.39 Unrealized -2.8%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $9 Shares 5 Est. Cost $2135.94 Unrealized -13.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $9 Shares 80 Est. Cost $106.02 Unrealized -0.1%
NEOG NEOGEN CORP 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $13.99 Unrealized -25.1%
ASIX ADVANSIX INC 0.0%
Value ($000) $9 Shares 379 Est. Cost $29.20 Unrealized -7.6%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $8 Shares 270 Est. Cost $29.11 Unrealized +28.7%
ABNB AIRBNB INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $134.70 Unrealized -0.5%
SNPS SYNOPSYS INC 0.0%
Value ($000) $8 Shares 19 Est. Cost $522.72 Unrealized -7.1%
TRU TRANSUNION 0.0%
Value ($000) $8 Shares 98 Est. Cost $100.69 Unrealized -9.7%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $35.73 Unrealized -21.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $7 Shares 186 Est. Cost $55.06 Unrealized -24.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $7 Shares 33 Est. Cost $220.13 Unrealized -6.7%
CRON CRONOS GROUP INC 0.0%
Value ($000) $7 Shares 4,000 Est. Cost $1.93 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $223.42 Unrealized +8.8%
SNDK SANDISK CORP 0.0%
Value ($000) $6 Shares 133 Est. Cost $49.67 Unrealized 0.0%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.77 Unrealized 0.0%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $5 Shares 187 Est. Cost $26.31 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $438.63 Unrealized -1.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 405 Est. Cost $9.29 Unrealized +12.6%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.0%
Value ($000) $4 Shares 270 Est. Cost $10.96 Unrealized +28.6%
ADNT ADIENT PLC 0.0%
Value ($000) $4 Shares 313 Est. Cost $19.98 Unrealized -19.6%
CDZI CADIZ INC 0.0%
Value ($000) $4 Shares 1,366 Est. Cost $3.60 Unrealized +22.0%
MAT MATTEL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.90 Unrealized +5.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $4 Shares 53 Est. Cost $97.25 Unrealized -17.9%
BYND BEYOND MEAT INC 0.0%
Value ($000) $4 Shares 1,001 Est. Cost $5.31 Unrealized -30.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $4 Shares 60 Est. Cost $78.11 Unrealized -15.9%
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $30.07 Unrealized -8.1%
KLG WK KELLOGG CO 0.0%
Value ($000) $3 Shares 142 Est. Cost $17.99 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 190 Est. Cost $18.61 Unrealized -13.6%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $2 Shares 167 Est. Cost $13.24 Unrealized
PRTA PROTHENA CORP PLC 0.0%
Value ($000) $2 Shares 199 Est. Cost $15.77 Unrealized -10.4%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $70.01 Unrealized +6.4%
GRAL GRAIL INC 0.0%
Value ($000) $2 Shares 82 Est. Cost $16.26 Unrealized +90.0%
NOK NOKIA CORP 0.0%
Value ($000) $2 Shares 368 Est. Cost $4.43 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 15 Est. Cost $117.86 Unrealized +10.7%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.94 Unrealized 0.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 114 Est. Cost $15.54 Unrealized -1.5%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $1 Shares 1,200 Est. Cost $2.55 Unrealized -42.3%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $1 Shares 1,200 Est. Cost $0.45 Unrealized +63.0%
BEEM BEAM GLOBAL 0.0%
Value ($000) $1 Shares 600 Est. Cost $2.58 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 2 Est. Cost $539.00 Unrealized
CEVA CEVA INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.82 Unrealized +15.5%
UI UBIQUITI INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $301.07 Unrealized +17.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.90 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $92.70 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.47 Unrealized -13.1%
GEN GEN DIGITAL INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $28.19 Unrealized -4.3%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 3 Est. Cost $253.67 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.05 Unrealized -10.8%
LAR LITHIUM ARGENTINA AG 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.52 Unrealized 0.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 500 Est. Cost $1.16 Unrealized 0.0%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 38 Est. Cost $12.35 Unrealized -2.5%
SUNRISE COMMUNICATIONS AG 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.11 Unrealized
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $0 Shares 194 Est. Cost $2.78 Unrealized -15.6%
NMM NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.30 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $23.45 Unrealized -12.5%
PLG PLATINUM GROUP METALS LTD 0.0%
Value ($000) $0 Shares 220 Est. Cost $1.61 Unrealized -20.1%
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.85 Unrealized +9.7%
LBTYA LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.84 Unrealized -1.7%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.75 Unrealized -4.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $156.16 Unrealized 0.0%
NEXN NEXXEN INTL LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $9.02 Unrealized 0.0%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.99 Unrealized -16.4%