Welch Group, LLC Diversified Active

CIK: 0001443095 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 24, 2024

Total Value ($000): $2,300,358 (100.0% shares, 0.0% debt)

Holdings (269)

SFBS SERVISFIRST BANCSHARES INC 4.0%
Value ($000) $91,652 Shares 1,139,239 Est. Cost $33.22 Unrealized +123.3%
MSFT MICROSOFT CORP 3.8%
Value ($000) $86,428 Shares 200,855 Est. Cost $84.24 Unrealized +402.3%
AAPL APPLE INC 3.7%
Value ($000) $84,794 Shares 363,921 Est. Cost $99.94 Unrealized +122.1%
IBM INTERNATIONAL BUSINESS MACHS 3.1%
Value ($000) $71,403 Shares 322,975 Est. Cost $101.26 Unrealized +86.6%
ABBV ABBVIE INC 3.1%
Value ($000) $71,132 Shares 360,199 Est. Cost $46.72 Unrealized +282.5%
SO SOUTHERN CO 3.1%
Value ($000) $70,856 Shares 785,721 Est. Cost $38.05 Unrealized +114.5%
HD HOME DEPOT INC 3.0%
Value ($000) $68,902 Shares 170,044 Est. Cost $144.16 Unrealized +144.6%
NEE NEXTERA ENERGY INC 3.0%
Value ($000) $68,298 Shares 807,968 Est. Cost $56.45 Unrealized +32.6%
LMT LOCKHEED MARTIN CORP 3.0%
Value ($000) $68,126 Shares 116,542 Est. Cost $190.74 Unrealized +170.7%
AJG GALLAGHER ARTHUR J & CO 2.9%
Value ($000) $66,135 Shares 235,046 Est. Cost $41.80 Unrealized +566.5%
RTX RTX CORPORATION 2.9%
Value ($000) $65,860 Shares 543,575 Est. Cost $59.72 Unrealized +86.0%
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $64,620 Shares 622,482 Est. Cost $58.95 Unrealized +67.8%
JPM JPMORGAN CHASE & CO. 2.8%
Value ($000) $64,510 Shares 305,937 Est. Cost $122.87 Unrealized +66.8%
XOM EXXON MOBIL CORP 2.6%
Value ($000) $60,339 Shares 514,753 Est. Cost $49.06 Unrealized +124.3%
MCD MCDONALDS CORP 2.6%
Value ($000) $59,884 Shares 196,657 Est. Cost $124.75 Unrealized +113.8%
QCOM QUALCOMM INC 2.6%
Value ($000) $58,913 Shares 346,448 Est. Cost $89.17 Unrealized +91.9%
CVX CHEVRON CORP NEW 2.5%
Value ($000) $56,944 Shares 386,666 Est. Cost $82.72 Unrealized +69.2%
CINF CINCINNATI FINL CORP 2.4%
Value ($000) $56,102 Shares 412,155 Est. Cost $55.54 Unrealized +125.2%
PG PROCTER AND GAMBLE CO 2.4%
Value ($000) $56,094 Shares 323,870 Est. Cost $74.17 Unrealized +121.4%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $56,040 Shares 345,797 Est. Cost $106.15 Unrealized +43.8%
UNILEVER PLC 2.4%
Value ($000) $55,765 Shares 858,457 Est. Cost $48.70 Unrealized
PAYX PAYCHEX INC 2.4%
Value ($000) $54,288 Shares 404,557 Est. Cost $41.29 Unrealized +195.2%
PEP PEPSICO INC 2.3%
Value ($000) $53,244 Shares 313,111 Est. Cost $88.30 Unrealized +84.5%
TFC TRUIST FINL CORP 2.3%
Value ($000) $53,113 Shares 1,241,834 Est. Cost $36.03 Unrealized +9.9%
EMR EMERSON ELEC CO 2.3%
Value ($000) $52,929 Shares 483,941 Est. Cost $54.30 Unrealized +93.5%
ED CONSOLIDATED EDISON INC 2.3%
Value ($000) $51,991 Shares 499,289 Est. Cost $54.84 Unrealized +72.2%
GIS GENERAL MLS INC 2.2%
Value ($000) $51,010 Shares 690,718 Est. Cost $42.10 Unrealized +55.9%
KMB KIMBERLY-CLARK CORP 2.2%
Value ($000) $49,970 Shares 351,207 Est. Cost $90.68 Unrealized +48.0%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $48,780 Shares 1,086,181 Est. Cost $33.21 Unrealized +15.6%
TXN TEXAS INSTRS INC 2.1%
Value ($000) $48,544 Shares 235,001 Est. Cost $159.80 Unrealized +20.7%
PFE PFIZER INC 2.0%
Value ($000) $46,079 Shares 1,592,222 Est. Cost $30.90 Unrealized -13.7%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $23,032 Shares 189,657 Est. Cost $92.36 Unrealized +27.8%
KO COCA COLA CO 0.8%
Value ($000) $17,547 Shares 244,180 Est. Cost $41.66 Unrealized +57.6%
CAT CATERPILLAR INC 0.6%
Value ($000) $14,124 Shares 36,111 Est. Cost $146.01 Unrealized +132.0%
ORCL ORACLE CORP 0.5%
Value ($000) $10,555 Shares 61,940 Est. Cost $71.25 Unrealized +100.8%
AMZN AMAZON COM INC 0.5%
Value ($000) $10,411 Shares 55,874 Est. Cost $121.65 Unrealized +50.0%
IVV ISHARES TR 0.4%
Value ($000) $10,171 Shares 17,633 Est. Cost $412.08 Unrealized
DE DEERE & CO 0.4%
Value ($000) $10,114 Shares 24,234 Est. Cost $279.62 Unrealized +32.1%
GOOGL ALPHABET INC 0.4%
Value ($000) $9,503 Shares 57,297 Est. Cost $113.54 Unrealized +46.8%
AFL AFLAC INC 0.4%
Value ($000) $9,416 Shares 84,218 Est. Cost $70.12 Unrealized +40.8%
BX BLACKSTONE INC 0.4%
Value ($000) $8,789 Shares 57,398 Est. Cost $75.46 Unrealized +77.1%
V VISA INC 0.4%
Value ($000) $8,561 Shares 31,138 Est. Cost $196.06 Unrealized +36.5%
META META PLATFORMS INC 0.4%
Value ($000) $8,250 Shares 14,411 Est. Cost $414.76 Unrealized +23.5%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $7,791 Shares 47,485 Est. Cost $95.00 Unrealized +59.9%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $7,784 Shares 15,722 Est. Cost $283.42 Unrealized +67.6%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $7,768 Shares 20,353 Est. Cost $253.50 Unrealized +36.1%
TJX TJX COS INC NEW 0.3%
Value ($000) $7,640 Shares 65,002 Est. Cost $64.35 Unrealized +75.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $7,522 Shares 141,344 Est. Cost $39.22 Unrealized +19.3%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $7,439 Shares 92,424 Est. Cost $55.20 Unrealized +24.1%
ABT ABBOTT LABS 0.3%
Value ($000) $7,430 Shares 65,174 Est. Cost $88.98 Unrealized +20.3%
VMC VULCAN MATLS CO 0.3%
Value ($000) $6,950 Shares 27,751 Est. Cost $132.15 Unrealized +86.0%
SYK STRYKER CORPORATION 0.3%
Value ($000) $6,902 Shares 19,105 Est. Cost $216.37 Unrealized +57.3%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $6,858 Shares 13,888 Est. Cost $318.82 Unrealized +44.8%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $6,571 Shares 18,590 Est. Cost $267.07 Unrealized +20.9%
TGT TARGET CORP 0.3%
Value ($000) $6,467 Shares 41,489 Est. Cost $143.14 Unrealized -1.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $5,801 Shares 6,548 Est. Cost $258.16 Unrealized +244.9%
GL GLOBE LIFE INC 0.2%
Value ($000) $5,182 Shares 48,930 Est. Cost $90.94 Unrealized +4.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $5,017 Shares 18,500 Est. Cost $137.15 Unrealized +78.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $4,426 Shares 8,387 Est. Cost $313.22 Unrealized
WMT WALMART INC 0.2%
Value ($000) $3,838 Shares 47,529 Est. Cost $51.99 Unrealized +39.4%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $3,697 Shares 43,716 Est. Cost $150.30 Unrealized -29.4%
MRK MERCK & CO INC 0.2%
Value ($000) $3,486 Shares 30,700 Est. Cost $66.53 Unrealized +69.8%
SYNOVUS FINL CORP 0.1%
Value ($000) $3,441 Shares 77,388 Est. Cost $25.54 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $3,256 Shares 139,565 Est. Cost $12.50 Unrealized +64.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,619 Shares 21,577 Est. Cost $61.53 Unrealized +78.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,095 Shares 41,040 Est. Cost $30.95 Unrealized +47.1%
GGG GRACO INC 0.1%
Value ($000) $2,082 Shares 23,791 Est. Cost $68.02 Unrealized +18.1%
GOOG ALPHABET INC 0.1%
Value ($000) $1,996 Shares 11,939 Est. Cost $110.24 Unrealized +52.6%
T AT&T INC 0.1%
Value ($000) $1,866 Shares 84,812 Est. Cost $15.41 Unrealized +21.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $1,862 Shares 7,659 Est. Cost $184.19 Unrealized
AON AON PLC 0.1%
Value ($000) $1,824 Shares 5,272 Est. Cost $191.78 Unrealized +69.1%
GPC GENUINE PARTS CO 0.1%
Value ($000) $1,818 Shares 13,015 Est. Cost $105.14 Unrealized +26.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,780 Shares 3,646 Est. Cost $402.98 Unrealized
CR CRANE COMPANY 0.1%
Value ($000) $1,741 Shares 11,000 Est. Cost $107.01 Unrealized +39.7%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1,729 Shares 8,609 Est. Cost $115.53 Unrealized +71.4%
MOD MODINE MFG CO 0.1%
Value ($000) $1,726 Shares 13,000 Est. Cost $83.33 Unrealized +32.6%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,686 Shares 42,481 Est. Cost $25.48 Unrealized +52.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,640 Shares 1,850 Est. Cost $498.97 Unrealized +72.7%
MLI MUELLER INDS INC 0.1%
Value ($000) $1,630 Shares 22,000 Est. Cost $41.07 Unrealized +60.5%
SHY ISHARES TR 0.1%
Value ($000) $1,471 Shares 17,686 Est. Cost $82.23 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,463 Shares 2,770 Est. Cost $80.89 Unrealized +490.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,458 Shares 7,053 Est. Cost $179.54 Unrealized +4.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,409 Shares 6,788 Est. Cost $121.40 Unrealized +68.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,400 Shares 12,145 Est. Cost $77.88 Unrealized +36.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,389 Shares 18,848 Est. Cost $52.54 Unrealized +27.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,372 Shares 2,392 Est. Cost $413.01 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $1,370 Shares 10,700 Est. Cost $59.73 Unrealized +90.6%
TXT TEXTRON INC 0.1%
Value ($000) $1,364 Shares 15,400 Est. Cost $77.83 Unrealized +13.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,217 Shares 16,936 Est. Cost $51.93 Unrealized +23.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,207 Shares 21,360 Est. Cost $43.76 Unrealized +25.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,188 Shares 7,712 Est. Cost $143.04 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,135 Shares 4,366 Est. Cost $117.15 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $1,132 Shares 9,842 Est. Cost $79.09 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,119 Shares 5,400 Est. Cost $167.02 Unrealized +15.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $1,118 Shares 12,269 Est. Cost $49.76 Unrealized +63.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,099 Shares 10,442 Est. Cost $64.25 Unrealized +63.5%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $1,097 Shares 37,714 Est. Cost $36.41 Unrealized -21.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,076 Shares 12,256 Est. Cost $74.96 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $1,064 Shares 11,588 Est. Cost $91.77 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $1,053 Shares 7,800 Est. Cost $111.42 Unrealized +18.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $1,052 Shares 10,937 Est. Cost $115.35 Unrealized -21.5%
GATX GATX CORP 0.0%
Value ($000) $995 Shares 7,512 Est. Cost $117.46 Unrealized +14.5%
HRI HERC HLDGS INC 0.0%
Value ($000) $988 Shares 6,200 Est. Cost $125.23 Unrealized +9.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $941 Shares 1,162 Est. Cost $457.57 Unrealized +55.3%
ETN EATON CORP PLC 0.0%
Value ($000) $930 Shares 2,805 Est. Cost $174.27 Unrealized +72.9%
PTLC PACER FDS TR 0.0%
Value ($000) $925 Shares 17,599 Est. Cost $38.07 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $884 Shares 20,976 Est. Cost $41.41 Unrealized +7.0%
RY ROYAL BK CDA 0.0%
Value ($000) $797 Shares 6,390 Est. Cost $75.51 Unrealized +52.0%
IEX IDEX CORP 0.0%
Value ($000) $794 Shares 3,700 Est. Cost $195.77 Unrealized +1.0%
DEO DIAGEO PLC 0.0%
Value ($000) $772 Shares 5,500 Est. Cost $128.67 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $763 Shares 2,646 Est. Cost $138.07 Unrealized +96.1%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $760 Shares 5,928 Est. Cost $88.98 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $760 Shares 3,366 Est. Cost $159.17 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $739 Shares 8,348 Est. Cost $67.84 Unrealized +16.1%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $738 Shares 68,046 Est. Cost $6.14 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $718 Shares 5,140 Est. Cost $57.45 Unrealized +125.2%
BLACKROCK INC 0.0%
Value ($000) $712 Shares 750 Est. Cost $795.03 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $711 Shares 7,500 Est. Cost $75.19 Unrealized +15.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $703 Shares 6,852 Est. Cost $61.63 Unrealized +51.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $670 Shares 3,889 Est. Cost $91.46 Unrealized +102.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $667 Shares 12,884 Est. Cost $51.27 Unrealized -14.9%
TSLA TESLA INC 0.0%
Value ($000) $663 Shares 2,536 Est. Cost $204.58 Unrealized +11.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $663 Shares 2,514 Est. Cost $205.61 Unrealized
NPO ENPRO INC 0.0%
Value ($000) $649 Shares 4,000 Est. Cost $140.42 Unrealized +10.8%
CNH CNH INDL N V 0.0%
Value ($000) $645 Shares 58,118 Est. Cost $10.95 Unrealized -8.7%
REAVES UTIL INCOME FD 0.0%
Value ($000) $624 Shares 19,017 Est. Cost $31.72 Unrealized
AD UNITED STATES CELLULAR CORP 0.0%
Value ($000) $601 Shares 11,000 Est. Cost $25.48 Unrealized +24.4%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $588 Shares 9,700 Est. Cost $54.82 Unrealized +6.7%
PCAR PACCAR INC 0.0%
Value ($000) $575 Shares 5,829 Est. Cost $56.49 Unrealized +63.3%
SMH VANECK ETF TRUST 0.0%
Value ($000) $573 Shares 2,333 Est. Cost $152.25 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $572 Shares 5,870 Est. Cost $74.25 Unrealized +11.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $569 Shares 1,482 Est. Cost $310.90 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $568 Shares 5,261 Est. Cost $127.47 Unrealized -15.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $565 Shares 1,868 Est. Cost $179.01 Unrealized +60.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $564 Shares 19,862 Est. Cost $22.56 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value ($000) $563 Shares 5,250 Est. Cost $90.39 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $558 Shares 1,971 Est. Cost $202.64 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $553 Shares 1,028 Est. Cost $289.10 Unrealized +85.5%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $542 Shares 5,289 Est. Cost $114.41 Unrealized -10.7%
IRM IRON MTN INC DEL 0.0%
Value ($000) $538 Shares 4,531 Est. Cost $44.98 Unrealized +126.9%
NFLX NETFLIX INC 0.0%
Value ($000) $533 Shares 751 Est. Cost $57.93 Unrealized +15.4%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $530 Shares 48,396 Est. Cost $11.55 Unrealized -7.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $524 Shares 14,936 Est. Cost $30.19 Unrealized +5.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $522 Shares 2,826 Est. Cost $126.41 Unrealized +32.5%
FLS FLOWSERVE CORP 0.0%
Value ($000) $509 Shares 9,850 Est. Cost $40.64 Unrealized +15.9%
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $508 Shares 2,439 Est. Cost $185.40 Unrealized +8.4%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $499 Shares 851 Est. Cost $368.01 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $483 Shares 5,000 Est. Cost $84.95 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $481 Shares 2,430 Est. Cost $151.21 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $479 Shares 3,647 Est. Cost $69.12 Unrealized +85.8%
UNP UNION PAC CORP 0.0%
Value ($000) $479 Shares 1,945 Est. Cost $215.78 Unrealized +8.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $477 Shares 1,920 Est. Cost $144.49 Unrealized +61.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $473 Shares 1,709 Est. Cost $101.71 Unrealized +149.2%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $467 Shares 6,512 Est. Cost $53.44 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $463 Shares 4,464 Est. Cost $55.88 Unrealized +86.1%
NEM NEWMONT CORP 0.0%
Value ($000) $461 Shares 8,622 Est. Cost $39.61 Unrealized +22.2%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $457 Shares 28,489 Est. Cost $16.05 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $456 Shares 7,899 Est. Cost $53.64 Unrealized -4.6%
DVY ISHARES TR 0.0%
Value ($000) $440 Shares 3,254 Est. Cost $116.03 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $439 Shares 9,901 Est. Cost $34.24 Unrealized +16.3%
CRM SALESFORCE INC 0.0%
Value ($000) $437 Shares 1,596 Est. Cost $237.20 Unrealized +7.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $425 Shares 2,515 Est. Cost $93.48 Unrealized +57.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $415 Shares 2,549 Est. Cost $119.81 Unrealized +36.8%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $414 Shares 4,621 Est. Cost $51.31 Unrealized +45.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $404 Shares 5,936 Est. Cost $54.95 Unrealized +9.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $401 Shares 3,046 Est. Cost $31.02 Unrealized +82.5%
TRN TRINITY INDS INC 0.0%
Value ($000) $401 Shares 11,500 Est. Cost $27.14 Unrealized +11.3%
BA BOEING CO 0.0%
Value ($000) $398 Shares 2,619 Est. Cost $217.89 Unrealized -21.3%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $398 Shares 7,190 Est. Cost $36.93 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $397 Shares 660 Est. Cost $586.22 Unrealized -3.9%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $395 Shares 1,450 Est. Cost $130.56 Unrealized +84.8%
POST POST HLDGS INC 0.0%
Value ($000) $394 Shares 3,400 Est. Cost $104.08 Unrealized +7.7%
IHI ISHARES TR 0.0%
Value ($000) $393 Shares 6,630 Est. Cost $113.78 Unrealized
KELLANOVA 0.0%
Value ($000) $389 Shares 4,826 Est. Cost $56.18 Unrealized +21.8%
DOW DOW INC 0.0%
Value ($000) $379 Shares 6,944 Est. Cost $48.10 Unrealized -0.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $378 Shares 360 Est. Cost $924.50 Unrealized +19.7%
ACIC AMERICAN COASTAL INS CORP 0.0%
Value ($000) $378 Shares 33,497 Est. Cost $3.79 Unrealized +167.0%
IDA IDACORP INC 0.0%
Value ($000) $377 Shares 3,656 Est. Cost $106.45 Unrealized -6.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $373 Shares 12,841 Est. Cost $34.84 Unrealized -12.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $373 Shares 12,801 Est. Cost $26.89 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $370 Shares 9,113 Est. Cost $61.59 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $364 Shares 3,802 Est. Cost $90.34 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $362 Shares 2,220 Est. Cost $162.85 Unrealized -13.3%
NDAQ NASDAQ INC 0.0%
Value ($000) $361 Shares 4,947 Est. Cost $52.85 Unrealized +26.9%
ITT ITT INC 0.0%
Value ($000) $359 Shares 2,402 Est. Cost $124.02 Unrealized +9.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $354 Shares 3,340 Est. Cost $72.00 Unrealized
GFF GRIFFON CORP 0.0%
Value ($000) $350 Shares 5,000 Est. Cost $65.09 Unrealized +0.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $348 Shares 2,327 Est. Cost $107.59 Unrealized +30.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $347 Shares 1,167 Est. Cost $208.96 Unrealized +25.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $347 Shares 4,136 Est. Cost $60.81 Unrealized +20.2%
NUE NUCOR CORP 0.0%
Value ($000) $346 Shares 2,299 Est. Cost $87.00 Unrealized +68.8%
SOUTHERN STS BANCSHARES INC 0.0%
Value ($000) $344 Shares 11,182 Est. Cost $19.59 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $341 Shares 14,516 Est. Cost $32.22 Unrealized -22.7%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $326 Shares 4,052 Est. Cost $50.58 Unrealized +50.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $326 Shares 4,989 Est. Cost $24.97 Unrealized +126.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $324 Shares 2,673 Est. Cost $104.85 Unrealized +6.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $319 Shares 277 Est. Cost $70.94 Unrealized +3.5%
VMI VALMONT INDS INC 0.0%
Value ($000) $319 Shares 1,100 Est. Cost $243.81 Unrealized +14.9%
AVGO BROADCOM INC 0.0%
Value ($000) $318 Shares 1,845 Est. Cost $158.01 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $317 Shares 15,818 Est. Cost $19.38 Unrealized
CXT CRANE NXT CO 0.0%
Value ($000) $309 Shares 5,500 Est. Cost $53.27 Unrealized +7.3%
ADBE ADOBE INC 0.0%
Value ($000) $307 Shares 592 Est. Cost $548.46 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $306 Shares 4,909 Est. Cost $93.62 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $304 Shares 1,505 Est. Cost $186.68 Unrealized +8.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $303 Shares 1,599 Est. Cost $172.85 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $298 Shares 5,700 Est. Cost $34.62 Unrealized +37.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $293 Shares 3,653 Est. Cost $67.63 Unrealized +17.1%
AZZ AZZ INC 0.0%
Value ($000) $289 Shares 3,500 Est. Cost $77.06 Unrealized +1.4%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $289 Shares 3,600 Est. Cost $73.31 Unrealized +3.5%
PPG PPG INDS INC 0.0%
Value ($000) $287 Shares 2,169 Est. Cost $78.06 Unrealized +56.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $284 Shares 12,866 Est. Cost $14.81 Unrealized +34.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $283 Shares 5,796 Est. Cost $30.68 Unrealized +44.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $278 Shares 4,286 Est. Cost $72.45 Unrealized -10.9%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $276 Shares 3,066 Est. Cost $79.92 Unrealized +5.1%
AMGN AMGEN INC 0.0%
Value ($000) $275 Shares 852 Est. Cost $276.08 Unrealized +13.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $274 Shares 1,568 Est. Cost $162.86 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $271 Shares 8,335 Est. Cost $27.36 Unrealized +3.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $268 Shares 6,857 Est. Cost $50.66 Unrealized -16.8%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $265 Shares 2,167 Est. Cost $121.37 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $263 Shares 2,682 Est. Cost $91.78 Unrealized +1.1%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $254 Shares 7,000 Est. Cost $36.95 Unrealized +1.2%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $254 Shares 17,401 Est. Cost $12.69 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $253 Shares 4,240 Est. Cost $61.61 Unrealized -6.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $250 Shares 5,103 Est. Cost $41.98 Unrealized +10.1%
AOS SMITH A O CORP 0.0%
Value ($000) $247 Shares 2,754 Est. Cost $82.14 Unrealized -1.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $247 Shares 2,073 Est. Cost $119.07 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $243 Shares 5,797 Est. Cost $45.97 Unrealized -7.2%
ROST ROSS STORES INC 0.0%
Value ($000) $242 Shares 1,606 Est. Cost $145.34 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $241 Shares 5,775 Est. Cost $31.63 Unrealized +19.3%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $241 Shares 747 Est. Cost $314.21 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $240 Shares 5,000 Est. Cost $45.67 Unrealized -4.8%
LAM RESEARCH CORP 0.0%
Value ($000) $240 Shares 294 Est. Cost $927.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $238 Shares 384 Est. Cost $557.71 Unrealized +5.6%
IJR ISHARES TR 0.0%
Value ($000) $237 Shares 2,026 Est. Cost $94.65 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $237 Shares 15,000 Est. Cost $14.11 Unrealized +3.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $236 Shares 917 Est. Cost $208.00 Unrealized +15.5%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $232 Shares 39,725 Est. Cost $8.71 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $231 Shares 2,227 Est. Cost $73.52 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $227 Shares 2,179 Est. Cost $76.80 Unrealized +26.2%
OEF ISHARES TR 0.0%
Value ($000) $227 Shares 820 Est. Cost $247.41 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $225 Shares 3,407 Est. Cost $67.68 Unrealized
NKE NIKE INC 0.0%
Value ($000) $223 Shares 2,519 Est. Cost $76.01 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $223 Shares 2,657 Est. Cost $73.20 Unrealized +7.7%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $222 Shares 7,000 Est. Cost $26.49 Unrealized +5.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $222 Shares 452 Est. Cost $465.56 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $222 Shares 889 Est. Cost $225.17 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 3,209 Est. Cost $64.25 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 2,575 Est. Cost $84.52 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $215 Shares 2,460 Est. Cost $76.79 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $214 Shares 899 Est. Cost $224.65 Unrealized 0.0%
LBTYA LIBERTY GLOBAL LTD 0.0%
Value ($000) $211 Shares 10,000 Est. Cost $8.72 Unrealized +14.0%
TFIN TRIUMPH FINANCIAL INC 0.0%
Value ($000) $210 Shares 2,644 Est. Cost $67.69 Unrealized +23.3%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $205 Shares 842 Est. Cost $243.49 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $204 Shares 1,858 Est. Cost $109.92 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $203 Shares 857 Est. Cost $237.29 Unrealized
PRA PROASSURANCE CORP 0.0%
Value ($000) $190 Shares 12,614 Est. Cost $46.29 Unrealized -72.4%
F FORD MTR CO 0.0%
Value ($000) $168 Shares 15,897 Est. Cost $10.65 Unrealized -2.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $129 Shares 12,102 Est. Cost $11.77 Unrealized
PBT PERMIAN BASIN RTY TR 0.0%
Value ($000) $128 Shares 10,816 Est. Cost $6.45 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $122 Shares 10,853 Est. Cost $16.89 Unrealized -14.9%
ABEV AMBEV SA 0.0%
Value ($000) $108 Shares 44,191 Est. Cost $2.23 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $77 Shares 51,253 Est. Cost $2.28 Unrealized -29.0%
LEXX LEXARIA BIOSCIENCE CORP 0.0%
Value ($000) $73 Shares 24,000 Est. Cost $2.55 Unrealized +24.7%
BITF BITFARMS LTD 0.0%
Value ($000) $69 Shares 32,740 Est. Cost $1.02 Unrealized +126.7%
GRAFTECH INTL LTD 0.0%
Value ($000) $45 Shares 34,243 Est. Cost $3.05 Unrealized
BP PRUDHOE BAY RTY TR 0.0%
Value ($000) $35 Shares 33,759 Est. Cost $3.18 Unrealized
ARGO BLOCKCHAIN PLC 0.0%
Value ($000) $15 Shares 12,309 Est. Cost $1.08 Unrealized
WWR WESTWATER RES INC 0.0%
Value ($000) $12 Shares 22,954 Est. Cost $1.25 Unrealized -59.4%
AMPCO-PITTSBURG CORP 0.0%
Value ($000) $1 Shares 12,000 Est. Cost $0.05 Unrealized