Evelyn Partners Investment Management Services Ltd Diversified Active

CIK: 0002065205 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Dec 8, 2025

Total Value ($000): $609,427 (100.0% shares, 0.0% debt)

Holdings (271)

MSFT MICROSOFT CORP 6.1%
Value ($000) $37,059 Shares 98,722 Est. Cost $420.98 Unrealized -3.8%
V VISA INC 5.1%
Value ($000) $30,910 Shares 88,199 Est. Cost $299.76 Unrealized +12.2%
AMZN AMAZON COM INC 4.6%
Value ($000) $28,026 Shares 147,303 Est. Cost $205.79 Unrealized +5.5%
GOOGL ALPHABET INC 4.0%
Value ($000) $24,544 Shares 158,715 Est. Cost $174.62 Unrealized +3.5%
SYK STRYKER CORPORATION 3.9%
Value ($000) $23,707 Shares 63,685 Est. Cost $366.75 Unrealized +2.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.6%
Value ($000) $22,028 Shares 41,360 Est. Cost $464.15 Unrealized +4.7%
AAPL APPLE INC 3.3%
Value ($000) $20,080 Shares 90,396 Est. Cost $234.28 Unrealized -1.5%
ADP AUTOMATIC DATA PROCESSING IN 2.7%
Value ($000) $16,642 Shares 54,469 Est. Cost $288.13 Unrealized +2.5%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $16,201 Shares 97,688 Est. Cost $149.81 Unrealized +1.8%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $15,620 Shares 144,122 Est. Cost $136.15 Unrealized -6.9%
CB CHUBB LIMITED 2.4%
Value ($000) $14,334 Shares 47,464 Est. Cost $280.74 Unrealized -1.6%
MCD MCDONALDS CORP 2.3%
Value ($000) $14,003 Shares 44,827 Est. Cost $290.48 Unrealized +0.8%
DIS DISNEY WALT CO 2.3%
Value ($000) $13,864 Shares 140,465 Est. Cost $103.69 Unrealized +2.5%
BKNG BOOKING HOLDINGS INC 2.2%
Value ($000) $13,429 Shares 2,915 Est. Cost $4762.66 Unrealized -0.3%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $12,764 Shares 25,651 Est. Cost $546.55 Unrealized -1.2%
META META PLATFORMS INC 2.0%
Value ($000) $12,038 Shares 20,886 Est. Cost $589.41 Unrealized +9.1%
MDLZ MONDELEZ INTL INC 1.8%
Value ($000) $11,198 Shares 165,044 Est. Cost $63.55 Unrealized -6.0%
CRH CRH PLC 1.8%
Value ($000) $10,858 Shares 123,434 Est. Cost $95.29 Unrealized +2.5%
ANET ARISTA NETWORKS INC 1.8%
Value ($000) $10,687 Shares 96,692 Est. Cost $102.56 Unrealized -1.1%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $10,072 Shares 18,376 Est. Cost $514.68 Unrealized +5.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.6%
Value ($000) $9,919 Shares 59,755 Est. Cost $195.21 Unrealized
ISRG INTUITIVE SURGICAL INC 1.5%
Value ($000) $9,200 Shares 18,576 Est. Cost $523.85 Unrealized +5.6%
WPM WHEATON PRECIOUS METALS CORP 1.5%
Value ($000) $9,081 Shares 117,003 Est. Cost $61.60 Unrealized +7.9%
PEP PEPSICO INC 1.5%
Value ($000) $8,967 Shares 59,803 Est. Cost $155.96 Unrealized -8.0%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $8,477 Shares 16,185 Est. Cost $545.87 Unrealized -8.5%
ZTS ZOETIS INC 1.4%
Value ($000) $8,298 Shares 50,396 Est. Cost $173.45 Unrealized -5.1%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $8,175 Shares 47,969 Est. Cost $165.63 Unrealized -1.0%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $7,965 Shares 14,580 Est. Cost $553.34 Unrealized +6.8%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $7,902 Shares 84,329 Est. Cost $92.81 Unrealized -5.4%
INTU INTUIT 1.2%
Value ($000) $7,424 Shares 12,091 Est. Cost $634.69 Unrealized -5.9%
VT VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $6,636 Shares 57,233 Est. Cost $117.48 Unrealized
ADBE ADOBE INC 1.1%
Value ($000) $6,603 Shares 17,216 Est. Cost $492.10 Unrealized -12.9%
MKC MCCORMICK & CO INC 1.1%
Value ($000) $6,545 Shares 79,522 Est. Cost $76.10 Unrealized +0.4%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $6,268 Shares 20,086 Est. Cost $354.26 Unrealized -1.4%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $6,110 Shares 26,674 Est. Cost $225.20 Unrealized +1.0%
FNV FRANCO NEV CORP 1.0%
Value ($000) $5,840 Shares 37,124 Est. Cost $123.00 Unrealized +13.3%
WAT WATERS CORP 0.9%
Value ($000) $5,525 Shares 14,991 Est. Cost $365.79 Unrealized +5.8%
CEF SPROTT PHYSICAL GOLD & SILVE 0.8%
Value ($000) $5,172 Shares 182,041 Est. Cost $23.76 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $4,689 Shares 10,000 Est. Cost $511.23 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $4,503 Shares 18,359 Est. Cost $233.16 Unrealized +7.6%
SW SMURFIT WESTROCK PLC 0.7%
Value ($000) $4,385 Shares 97,324 Est. Cost $49.43 Unrealized +0.2%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $4,260 Shares 8,385 Est. Cost $503.54 Unrealized +0.8%
KO COCA COLA CO 0.7%
Value ($000) $4,231 Shares 59,076 Est. Cost $63.48 Unrealized +2.4%
LIN LINDE PLC 0.6%
Value ($000) $3,896 Shares 8,368 Est. Cost $447.67 Unrealized -0.7%
AZO AUTOZONE INC 0.6%
Value ($000) $3,676 Shares 964 Est. Cost $3231.72 Unrealized +6.8%
GLD SPDR GOLD TR 0.6%
Value ($000) $3,658 Shares 12,696 Est. Cost $242.13 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,245 Shares 49,728 Est. Cost $83.03 Unrealized -6.4%
DBMF LITMAN GREGORY FDS TR 0.5%
Value ($000) $3,136 Shares 124,142 Est. Cost $26.16 Unrealized
MKC/V MCCORMICK & CO INC 0.5%
Value ($000) $2,967 Shares 36,156 Est. Cost $76.06 Unrealized +0.3%
FERG FERGUSON ENTERPRISES INC 0.4%
Value ($000) $2,721 Shares 16,984 Est. Cost $194.48 Unrealized -12.3%
IEX IDEX CORP 0.4%
Value ($000) $2,718 Shares 15,021 Est. Cost $215.48 Unrealized -8.8%
LRCX LAM RESEARCH CORP 0.4%
Value ($000) $2,609 Shares 35,893 Est. Cost $75.08 Unrealized +4.0%
NDAQ NASDAQ INC 0.4%
Value ($000) $2,520 Shares 33,218 Est. Cost $76.83 Unrealized +1.2%
AEM AGNICO EAGLE MINES LTD 0.3%
Value ($000) $2,133 Shares 19,674 Est. Cost $81.14 Unrealized +16.6%
GDX VANECK ETF TRUST 0.3%
Value ($000) $2,093 Shares 45,532 Est. Cost $33.91 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.3%
Value ($000) $2,021 Shares 28,800 Est. Cost $76.21 Unrealized -0.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,896 Shares 2,296 Est. Cost $824.71 Unrealized +0.2%
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,849 Shares 44,303 Est. Cost $42.83 Unrealized +1.9%
PLD PROLOGIS INC. 0.3%
Value ($000) $1,786 Shares 15,978 Est. Cost $110.36 Unrealized +1.4%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $1,764 Shares 12,206 Est. Cost $151.17 Unrealized -11.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,727 Shares 3,373 Est. Cost $492.28 Unrealized -4.5%
VDE VANGUARD WORLD FD 0.3%
Value ($000) $1,685 Shares 12,987 Est. Cost $121.43 Unrealized
SGOL ETFS GOLD TR 0.3%
Value ($000) $1,656 Shares 55,523 Est. Cost $29.57 Unrealized
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $1,544 Shares 28,947 Est. Cost $52.74 Unrealized 0.0%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,542 Shares 12,664 Est. Cost $118.64 Unrealized +1.2%
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,507 Shares 20,795 Est. Cost $71.04 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $1,464 Shares 5,755 Est. Cost $281.74 Unrealized -1.3%
GOOG ALPHABET INC 0.2%
Value ($000) $1,341 Shares 8,581 Est. Cost $175.67 Unrealized +3.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,313 Shares 7,693 Est. Cost $187.87 Unrealized -1.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,268 Shares 10,665 Est. Cost $112.36 Unrealized -4.6%
NEM NEWMONT CORP 0.2%
Value ($000) $1,265 Shares 26,211 Est. Cost $44.50 Unrealized -2.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,250 Shares 1,322 Est. Cost $922.64 Unrealized +5.2%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,216 Shares 4,122 Est. Cost $304.00 Unrealized -1.2%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,163 Shares 4,500 Est. Cost $276.08 Unrealized -0.6%
DE DEERE & CO 0.2%
Value ($000) $1,108 Shares 2,360 Est. Cost $450.84 Unrealized +2.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,102 Shares 5,064 Est. Cost $196.56 Unrealized -3.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,083 Shares 12,050 Est. Cost $83.84 Unrealized +4.3%
ETN EATON CORP PLC 0.2%
Value ($000) $1,069 Shares 3,932 Est. Cost $319.18 Unrealized -3.3%
MSCI MSCI INC 0.2%
Value ($000) $1,048 Shares 1,854 Est. Cost $591.72 Unrealized -2.8%
CRM SALESFORCE INC 0.2%
Value ($000) $1,028 Shares 3,832 Est. Cost $316.33 Unrealized -2.3%
NKE NIKE INC 0.2%
Value ($000) $916 Shares 14,435 Est. Cost $76.48 Unrealized -5.8%
NFLX NETFLIX INC 0.2%
Value ($000) $915 Shares 981 Est. Cost $87.97 Unrealized +8.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $900 Shares 4,250 Est. Cost $203.59 Unrealized -2.5%
WMT WALMART INC 0.1%
Value ($000) $843 Shares 9,597 Est. Cost $87.22 Unrealized +6.6%
NOW SERVICENOW INC 0.1%
Value ($000) $815 Shares 1,024 Est. Cost $199.95 Unrealized -3.6%
BLK BLACKROCK INC 0.1%
Value ($000) $775 Shares 819 Est. Cost $987.77 Unrealized -2.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $742 Shares 17,741 Est. Cost $40.38 Unrealized -1.2%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $668 Shares 3,870 Est. Cost $161.91 Unrealized +2.9%
ABBV ABBVIE INC 0.1%
Value ($000) $623 Shares 2,972 Est. Cost $177.41 Unrealized +6.8%
RY ROYAL BK CDA 0.1%
Value ($000) $602 Shares 5,346 Est. Cost $123.44 Unrealized -4.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $602 Shares 3,351 Est. Cost $191.49 Unrealized -4.8%
URA GLOBAL X FDS 0.1%
Value ($000) $596 Shares 26,003 Est. Cost $23.01 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $560 Shares 2,111 Est. Cost $219.66 Unrealized +10.4%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $558 Shares 2,250 Est. Cost $266.50 Unrealized -1.3%
INDIVIOR PLC 0.1%
Value ($000) $553 Shares 57,991 Est. Cost $12.43 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $447 Shares 17,642 Est. Cost $25.05 Unrealized -1.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $437 Shares 850 Est. Cost $535.12 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $433 Shares 7,018 Est. Cost $55.37 Unrealized +8.5%
ABT ABBOTT LABS 0.1%
Value ($000) $424 Shares 3,195 Est. Cost $113.33 Unrealized +10.7%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $409 Shares 10,799 Est. Cost $41.79 Unrealized -9.5%
GE GE AEROSPACE 0.1%
Value ($000) $403 Shares 2,015 Est. Cost $184.28 Unrealized +6.2%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $401 Shares 6,116 Est. Cost $69.34 Unrealized -2.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $364 Shares 8,033 Est. Cost $39.40 Unrealized +0.5%
BRO BROWN & BROWN INC 0.1%
Value ($000) $343 Shares 2,757 Est. Cost $106.11 Unrealized +4.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $340 Shares 4,211 Est. Cost $84.93 Unrealized +1.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $327 Shares 1,191 Est. Cost $289.81 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $324 Shares 3,731 Est. Cost $101.25 Unrealized -5.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $317 Shares 1,840 Est. Cost $156.24 Unrealized +3.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $292 Shares 1,839 Est. Cost $120.59 Unrealized +13.6%
HD HOME DEPOT INC 0.0%
Value ($000) $289 Shares 789 Est. Cost $397.26 Unrealized -4.2%
RTX RTX CORPORATION 0.0%
Value ($000) $271 Shares 2,045 Est. Cost $119.36 Unrealized +4.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $256 Shares 1,250 Est. Cost $238.34 Unrealized -9.0%
UBS UBS GROUP AG 0.0%
Value ($000) $246 Shares 8,100 Est. Cost $31.70 Unrealized +5.2%
ADSK AUTODESK INC 0.0%
Value ($000) $244 Shares 825 Est. Cost $295.42 Unrealized -3.7%
EQIX EQUINIX INC 0.0%
Value ($000) $202 Shares 248 Est. Cost $896.44 Unrealized -1.8%
FAST FASTENAL CO 0.0%
Value ($000) $196 Shares 5,064 Est. Cost $38.03 Unrealized -3.1%
SF STIFEL FINL CORP 0.0%
Value ($000) $196 Shares 2,080 Est. Cost $105.03 Unrealized -0.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $180 Shares 516 Est. Cost $367.46 Unrealized -5.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $180 Shares 776 Est. Cost $212.63 Unrealized +2.7%
UNP UNION PAC CORP 0.0%
Value ($000) $165 Shares 700 Est. Cost $230.22 Unrealized +2.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $156 Shares 265 Est. Cost $550.66 Unrealized +1.2%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $149 Shares 81 Est. Cost $2135.94 Unrealized -13.3%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $149 Shares 900 Est. Cost $202.10 Unrealized -10.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $146 Shares 870 Est. Cost $148.65 Unrealized +1.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $139 Shares 907 Est. Cost $159.52 Unrealized +0.1%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $132 Shares 509 Est. Cost $258.62 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $124 Shares 1,580 Est. Cost $73.82 Unrealized +5.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $122 Shares 455 Est. Cost $283.58 Unrealized +3.1%
TIP ISHARES TR 0.0%
Value ($000) $111 Shares 1,000 Est. Cost $106.55 Unrealized
HRI HERC HLDGS INC 0.0%
Value ($000) $108 Shares 802 Est. Cost $179.47 Unrealized -7.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $102 Shares 420 Est. Cost $217.77 Unrealized +2.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $97 Shares 400 Est. Cost $204.32 Unrealized +8.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $96 Shares 937 Est. Cost $143.89 Unrealized -22.7%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $96 Shares 3,623 Est. Cost $19.28 Unrealized +16.8%
MRK MERCK & CO INC 0.0%
Value ($000) $95 Shares 1,058 Est. Cost $98.70 Unrealized -8.7%
AVGO BROADCOM INC 0.0%
Value ($000) $94 Shares 560 Est. Cost $182.87 Unrealized +14.7%
TSLA TESLA INC 0.0%
Value ($000) $93 Shares 360 Est. Cost $321.74 Unrealized +3.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $93 Shares 1,552 Est. Cost $64.08 Unrealized -9.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $89 Shares 862 Est. Cost $97.29 Unrealized -1.1%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $89 Shares 1,427 Est. Cost $58.93 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $86 Shares 1,042 Est. Cost $94.87 Unrealized -15.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $82 Shares 390 Est. Cost $234.55 Unrealized -12.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $81 Shares 558 Est. Cost $178.67 Unrealized -6.7%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $81 Shares 47,021 Est. Cost $0.94 Unrealized +78.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $81 Shares 958 Est. Cost $63.43 Unrealized +38.4%
FKU FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $80 Shares 2,002 Est. Cost $38.08 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $79 Shares 1,104 Est. Cost $74.49 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $75 Shares 1,254 Est. Cost $51.72 Unrealized +7.2%
SUSA ISHARES TR 0.0%
Value ($000) $73 Shares 632 Est. Cost $121.59 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $72 Shares 10,420 Est. Cost $11.60 Unrealized -22.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $70 Shares 213 Est. Cost $381.74 Unrealized -7.8%
KRBN KRANESHARES TRUST 0.0%
Value ($000) $67 Shares 2,370 Est. Cost $29.31 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $65 Shares 938 Est. Cost $86.02 Unrealized
T AT&T INC 0.0%
Value ($000) $65 Shares 2,299 Est. Cost $21.51 Unrealized +13.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $63 Shares 894 Est. Cost $74.86 Unrealized -8.3%
ALC ALCON AG 0.0%
Value ($000) $60 Shares 640 Est. Cost $89.86 Unrealized -0.5%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $60 Shares 849 Est. Cost $63.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $57 Shares 128 Est. Cost $527.20 Unrealized -15.0%
UNILEVER PLC 0.0%
Value ($000) $52 Shares 875 Est. Cost $56.70 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $52 Shares 330 Est. Cost $132.27 Unrealized +7.1%
CTVA CORTEVA INC 0.0%
Value ($000) $52 Shares 825 Est. Cost $61.25 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $51 Shares 1,480 Est. Cost $36.35 Unrealized +4.4%
ORCL ORACLE CORP 0.0%
Value ($000) $50 Shares 360 Est. Cost $175.85 Unrealized -8.1%
CPA COPA HOLDINGS SA 0.0%
Value ($000) $49 Shares 528 Est. Cost $88.34 Unrealized -0.3%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $48 Shares 500 Est. Cost $91.05 Unrealized +5.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $47 Shares 358 Est. Cost $84.12 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $47 Shares 200 Est. Cost $266.73 Unrealized -5.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $47 Shares 260 Est. Cost $170.68 Unrealized +9.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $46 Shares 361 Est. Cost $197.87 Unrealized -21.1%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $44 Shares 1,272 Est. Cost $32.57 Unrealized -3.3%
GEV GE VERNOVA INC 0.0%
Value ($000) $43 Shares 142 Est. Cost $323.63 Unrealized +7.6%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $42 Shares 78 Est. Cost $621.79 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $40 Shares 570 Est. Cost $65.38 Unrealized +14.0%
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $40 Shares 472 Est. Cost $93.49 Unrealized -8.1%
PODD INSULET CORP 0.0%
Value ($000) $39 Shares 150 Est. Cost $270.64 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $39 Shares 59 Est. Cost $693.08 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $39 Shares 278 Est. Cost $168.78 Unrealized -6.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $39 Shares 220 Est. Cost $189.31 Unrealized -3.2%
KLAC KLA CORP 0.0%
Value ($000) $38 Shares 56 Est. Cost $669.07 Unrealized +6.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $37 Shares 566 Est. Cost $77.36 Unrealized -8.0%
BA BOEING CO 0.0%
Value ($000) $37 Shares 219 Est. Cost $156.93 Unrealized +10.3%
RACE FERRARI N V 0.0%
Value ($000) $37 Shares 87 Est. Cost $451.22 Unrealized -0.3%
NUE NUCOR CORP 0.0%
Value ($000) $36 Shares 300 Est. Cost $140.88 Unrealized -10.0%
DB DEUTSCHE BANK A G 0.0%
Value ($000) $34 Shares 1,432 Est. Cost $16.73 Unrealized +22.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $33 Shares 500 Est. Cost $69.37 Unrealized -7.0%
CCJ CAMECO CORP 0.0%
Value ($000) $33 Shares 800 Est. Cost $54.31 Unrealized -13.5%
STT STATE STR CORP 0.0%
Value ($000) $32 Shares 360 Est. Cost $91.24 Unrealized +1.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $32 Shares 184 Est. Cost $245.89 Unrealized -1.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 210 Est. Cost $161.18 Unrealized +2.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $31 Shares 110 Est. Cost $326.48 Unrealized +12.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $31 Shares 381 Est. Cost $78.61 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $30 Shares 235 Est. Cost $123.33 Unrealized +1.5%
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $29 Shares 487 Est. Cost $56.70 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $27 Shares 65 Est. Cost $438.63 Unrealized -1.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 233 Est. Cost $135.90 Unrealized -1.4%
ETSY ETSY INC 0.0%
Value ($000) $27 Shares 568 Est. Cost $53.32 Unrealized -4.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $26 Shares 850 Est. Cost $30.66 Unrealized -7.6%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $26 Shares 350 Est. Cost $78.46 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $26 Shares 232 Est. Cost $110.29 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $25 Shares 420 Est. Cost $58.35 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $24 Shares 330 Est. Cost $85.83 Unrealized -8.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $24 Shares 95 Est. Cost $216.31 Unrealized +10.7%
MS MORGAN STANLEY 0.0%
Value ($000) $22 Shares 185 Est. Cost $119.51 Unrealized +5.4%
PPTA PERPETUA RESOURCES CORP 0.0%
Value ($000) $22 Shares 2,014 Est. Cost $10.26 Unrealized +4.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $20 Shares 600 Est. Cost $31.36 Unrealized
SAP SAP SE 0.0%
Value ($000) $20 Shares 76 Est. Cost $246.21 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $20 Shares 480 Est. Cost $43.59 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $20 Shares 694 Est. Cost $24.88 Unrealized +7.3%
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $20 Shares 360 Est. Cost $59.74 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $19 Shares 400 Est. Cost $51.78 Unrealized -9.6%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $17 Shares 750 Est. Cost $26.63 Unrealized -5.2%
COPX GLOBAL X FDS 0.0%
Value ($000) $16 Shares 406 Est. Cost $39.07 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $15 Shares 157 Est. Cost $93.94 Unrealized +7.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $15 Shares 150 Est. Cost $88.03 Unrealized +14.4%
VLTO VERALTO CORP 0.0%
Value ($000) $15 Shares 152 Est. Cost $105.96 Unrealized -6.2%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 83 Est. Cost $169.30 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $14 Shares 190 Est. Cost $65.52 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 470 Est. Cost $33.93 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $13 Shares 975 Est. Cost $16.08 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $13 Shares 178 Est. Cost $62.65 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $13 Shares 207 Est. Cost $79.35 Unrealized -20.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 250 Est. Cost $49.25 Unrealized -2.9%
SNY SANOFI 0.0%
Value ($000) $11 Shares 197 Est. Cost $48.23 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.42 Unrealized +1.2%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $10 Shares 185 Est. Cost $61.55 Unrealized -4.1%
INTC INTEL CORP 0.0%
Value ($000) $10 Shares 456 Est. Cost $22.54 Unrealized -2.9%
MRNA MODERNA INC 0.0%
Value ($000) $9 Shares 304 Est. Cost $47.80 Unrealized -25.8%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $9 Shares 750 Est. Cost $10.83 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $8 Shares 135 Est. Cost $58.81 Unrealized
MGNI MAGNITE INC 0.0%
Value ($000) $8 Shares 703 Est. Cost $14.67 Unrealized +8.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $8 Shares 75 Est. Cost $102.31 Unrealized -5.4%
BHP BHP GROUP LTD 0.0%
Value ($000) $8 Shares 155 Est. Cost $48.83 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $7 Shares 4 Est. Cost $1659.34 Unrealized +10.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $7 Shares 480 Est. Cost $22.04 Unrealized
VTS VITESSE ENERGY INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.12 Unrealized -2.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $7 Shares 26 Est. Cost $281.95 Unrealized -9.3%
SOXX ISHARES TR 0.0%
Value ($000) $7 Shares 36 Est. Cost $215.50 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $6 Shares 1,142 Est. Cost $8.31 Unrealized -5.5%
ALAB ASTERA LABS INC 0.0%
Value ($000) $6 Shares 102 Est. Cost $93.85 Unrealized -1.4%
CLFD CLEARFIELD INC 0.0%
Value ($000) $6 Shares 194 Est. Cost $33.59 Unrealized -0.5%
SKECHERS U S A INC 0.0%
Value ($000) $6 Shares 97 Est. Cost $56.78 Unrealized
ESAB ESAB CORPORATION 0.0%
Value ($000) $5 Shares 46 Est. Cost $120.30 Unrealized +0.9%
DNN DENISON MINES CORP 0.0%
Value ($000) $5 Shares 3,563 Est. Cost $2.10 Unrealized -20.7%
KVUE KENVUE INC 0.0%
Value ($000) $4 Shares 184 Est. Cost $21.68 Unrealized -1.4%
DOLE DOLE PLC 0.0%
Value ($000) $4 Shares 285 Est. Cost $15.11 Unrealized -9.6%
BILL BILL HOLDINGS INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $74.57 Unrealized -9.8%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $4 Shares 195 Est. Cost $20.20 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 343 Est. Cost $9.29 Unrealized +12.6%
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 346 Est. Cost $11.57 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $4 Shares 504 Est. Cost $10.89 Unrealized -4.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $80.63 Unrealized +7.9%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $3 Shares 72 Est. Cost $41.76 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $3 Shares 201 Est. Cost $15.66 Unrealized -9.6%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $3 Shares 76 Est. Cost $42.39 Unrealized -2.8%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $300.91 Unrealized +5.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 450 Est. Cost $6.90 Unrealized -27.8%
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.92 Unrealized -3.4%
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 -18.5%
UA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 252 Est. Cost $8.34 Unrealized -18.3%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.73 Unrealized -11.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 98 Est. Cost $13.24 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 70 Est. Cost $15.43 Unrealized -0.8%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 45 Est. Cost $15.75 Unrealized -4.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $223.42 Unrealized +8.8%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $19.79 Unrealized -21.1%
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 -13.9%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.99 Unrealized -16.4%
LILA LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.07 Unrealized -16.7%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.98 Unrealized +80.9%