Welch Group, LLC Diversified Active

CIK: 0001443095 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 27, 2025

Total Value ($000): $2,220,531 (100.0% shares, 0.0% debt)

Holdings (263)

AAPL APPLE INC 4.1%
Value ($000) $91,119 Shares 361,297 Est. Cost $99.94 Unrealized +134.7%
SFBS SERVISFIRST BANCSHARES INC 4.0%
Value ($000) $88,691 Shares 1,035,624 Est. Cost $33.22 Unrealized +161.5%
MSFT MICROSOFT CORP 3.9%
Value ($000) $85,509 Shares 201,277 Est. Cost $84.24 Unrealized +401.4%
JPM JPMORGAN CHASE & CO. 3.2%
Value ($000) $72,052 Shares 301,071 Est. Cost $122.87 Unrealized +85.6%
IBM INTERNATIONAL BUSINESS MACHS 3.2%
Value ($000) $70,314 Shares 319,247 Est. Cost $101.26 Unrealized +113.6%
AJG GALLAGHER ARTHUR J & CO 3.0%
Value ($000) $66,623 Shares 234,210 Est. Cost $41.80 Unrealized +589.1%
HD HOME DEPOT INC 3.0%
Value ($000) $66,270 Shares 170,173 Est. Cost $144.16 Unrealized +175.6%
SO SOUTHERN CO 2.9%
Value ($000) $64,285 Shares 780,346 Est. Cost $38.05 Unrealized +122.1%
ABBV ABBVIE INC 2.9%
Value ($000) $64,228 Shares 364,516 Est. Cost $48.27 Unrealized +267.5%
RTX RTX CORPORATION 2.8%
Value ($000) $62,461 Shares 542,103 Est. Cost $59.72 Unrealized +98.0%
EMR EMERSON ELEC CO 2.7%
Value ($000) $59,698 Shares 480,432 Est. Cost $54.30 Unrealized +119.2%
CINF CINCINNATI FINL CORP 2.6%
Value ($000) $58,272 Shares 407,097 Est. Cost $55.54 Unrealized +155.7%
MCD MCDONALDS CORP 2.6%
Value ($000) $57,747 Shares 199,402 Est. Cost $127.03 Unrealized +128.5%
NEE NEXTERA ENERGY INC 2.6%
Value ($000) $57,585 Shares 802,465 Est. Cost $56.45 Unrealized +32.9%
CL COLGATE PALMOLIVE CO 2.6%
Value ($000) $57,345 Shares 631,619 Est. Cost $59.45 Unrealized +56.6%
LMT LOCKHEED MARTIN CORP 2.6%
Value ($000) $56,919 Shares 117,754 Est. Cost $194.20 Unrealized +171.5%
PAYX PAYCHEX INC 2.5%
Value ($000) $56,516 Shares 403,801 Est. Cost $41.29 Unrealized +232.5%
CVX CHEVRON CORP NEW 2.5%
Value ($000) $56,411 Shares 394,292 Est. Cost $83.93 Unrealized +73.4%
PG PROCTER AND GAMBLE CO 2.5%
Value ($000) $54,496 Shares 326,148 Est. Cost $74.17 Unrealized +123.4%
QCOM QUALCOMM INC 2.4%
Value ($000) $54,267 Shares 351,061 Est. Cost $90.09 Unrealized +77.1%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $54,162 Shares 512,125 Est. Cost $49.06 Unrealized +129.0%
TFC TRUIST FINL CORP 2.4%
Value ($000) $54,101 Shares 1,247,422 Est. Cost $36.03 Unrealized +17.5%
UNILEVER PLC 2.2%
Value ($000) $49,029 Shares 863,801 Est. Cost $48.70 Unrealized
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $48,668 Shares 339,526 Est. Cost $106.15 Unrealized +40.9%
PEP PEPSICO INC 2.2%
Value ($000) $47,919 Shares 315,840 Est. Cost $88.30 Unrealized +77.3%
KMB KIMBERLY-CLARK CORP 2.1%
Value ($000) $46,322 Shares 354,631 Est. Cost $90.68 Unrealized +43.5%
ED CONSOLIDATED EDISON INC 2.0%
Value ($000) $44,839 Shares 502,903 Est. Cost $54.84 Unrealized +72.8%
TXN TEXAS INSTRS INC 2.0%
Value ($000) $44,637 Shares 237,479 Est. Cost $160.15 Unrealized +20.6%
GIS GENERAL MLS INC 2.0%
Value ($000) $43,408 Shares 684,988 Est. Cost $42.10 Unrealized +52.2%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $42,547 Shares 1,074,430 Est. Cost $33.21 Unrealized +18.6%
PFE PFIZER INC 1.2%
Value ($000) $27,288 Shares 1,032,856 Est. Cost $30.90 Unrealized -18.7%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $25,128 Shares 182,764 Est. Cost $92.36 Unrealized +49.2%
KO COCA COLA CO 0.7%
Value ($000) $15,473 Shares 249,437 Est. Cost $42.11 Unrealized +49.8%
IVV ISHARES TR 0.7%
Value ($000) $14,600 Shares 24,704 Est. Cost $463.29 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $13,370 Shares 97,418 Est. Cost $137.70 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $13,364 Shares 36,814 Est. Cost $150.51 Unrealized +153.6%
AMZN AMAZON COM INC 0.6%
Value ($000) $12,711 Shares 57,438 Est. Cost $123.91 Unrealized +65.1%
GOOGL ALPHABET INC 0.5%
Value ($000) $11,367 Shares 59,438 Est. Cost $115.72 Unrealized +50.5%
DE DEERE & CO 0.5%
Value ($000) $10,500 Shares 24,728 Est. Cost $282.30 Unrealized +46.6%
ORCL ORACLE CORP 0.5%
Value ($000) $10,376 Shares 62,163 Est. Cost $71.25 Unrealized +146.8%
V VISA INC 0.4%
Value ($000) $9,915 Shares 31,446 Est. Cost $196.06 Unrealized +52.2%
BX BLACKSTONE INC 0.4%
Value ($000) $9,843 Shares 57,212 Est. Cost $75.46 Unrealized +123.7%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $9,101 Shares 15,868 Est. Cost $283.42 Unrealized +92.2%
META META PLATFORMS INC 0.4%
Value ($000) $8,898 Shares 15,050 Est. Cost $421.98 Unrealized +38.6%
CSCO CISCO SYS INC 0.4%
Value ($000) $8,597 Shares 145,248 Est. Cost $39.66 Unrealized +39.6%
AFL AFLAC INC 0.4%
Value ($000) $8,464 Shares 82,196 Est. Cost $70.12 Unrealized +51.8%
TJX TJX COS INC NEW 0.4%
Value ($000) $8,079 Shares 66,719 Est. Cost $65.72 Unrealized +79.1%
ABT ABBOTT LABS 0.3%
Value ($000) $7,744 Shares 68,653 Est. Cost $90.21 Unrealized +25.6%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $7,634 Shares 14,526 Est. Cost $327.42 Unrealized +57.2%
VMC VULCAN MATLS CO 0.3%
Value ($000) $7,172 Shares 27,780 Est. Cost $132.15 Unrealized +101.8%
SYK STRYKER CORPORATION 0.3%
Value ($000) $7,139 Shares 19,708 Est. Cost $220.96 Unrealized +65.8%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $7,064 Shares 20,854 Est. Cost $256.29 Unrealized +44.2%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $6,829 Shares 19,375 Est. Cost $270.62 Unrealized +31.1%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $6,487 Shares 95,071 Est. Cost $55.74 Unrealized +33.5%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $6,179 Shares 50,466 Est. Cost $97.88 Unrealized +47.0%
TGT TARGET CORP 0.3%
Value ($000) $5,699 Shares 42,199 Est. Cost $143.03 Unrealized -4.4%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $5,597 Shares 18,823 Est. Cost $139.66 Unrealized +103.1%
GL GLOBE LIFE INC 0.2%
Value ($000) $5,288 Shares 48,099 Est. Cost $90.94 Unrealized +17.6%
LLY ELI LILLY & CO 0.2%
Value ($000) $5,030 Shares 6,500 Est. Cost $258.16 Unrealized +218.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $4,969 Shares 8,448 Est. Cost $538.61 Unrealized
WMT WALMART INC 0.2%
Value ($000) $4,234 Shares 46,744 Est. Cost $51.99 Unrealized +65.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $4,121 Shares 7,617 Est. Cost $313.22 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $3,973 Shares 16,863 Est. Cost $180.15 Unrealized +1.5%
SYNOVUS FINL CORP 0.2%
Value ($000) $3,471 Shares 67,843 Est. Cost $25.54 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $3,319 Shares 140,279 Est. Cost $12.50 Unrealized +88.2%
MRK MERCK & CO INC 0.1%
Value ($000) $3,016 Shares 30,663 Est. Cost $66.53 Unrealized +48.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,590 Shares 21,586 Est. Cost $61.53 Unrealized +96.0%
GOOG ALPHABET INC 0.1%
Value ($000) $2,436 Shares 12,642 Est. Cost $113.88 Unrealized +54.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,140 Shares 41,088 Est. Cost $30.95 Unrealized +57.7%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,047 Shares 35,204 Est. Cost $58.15 Unrealized
GGG GRACO INC 0.1%
Value ($000) $1,993 Shares 23,791 Est. Cost $68.02 Unrealized +25.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,930 Shares 3,744 Est. Cost $405.93 Unrealized
T AT&T INC 0.1%
Value ($000) $1,930 Shares 85,372 Est. Cost $15.41 Unrealized +39.6%
AON AON PLC 0.1%
Value ($000) $1,887 Shares 5,272 Est. Cost $191.78 Unrealized +90.5%
GLD SPDR GOLD TR 0.1%
Value ($000) $1,868 Shares 7,764 Est. Cost $184.95 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,757 Shares 1,905 Est. Cost $511.20 Unrealized +80.5%
MLI MUELLER INDS INC 0.1%
Value ($000) $1,755 Shares 22,000 Est. Cost $41.07 Unrealized +95.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,678 Shares 7,405 Est. Cost $180.68 Unrealized +12.7%
CR CRANE COMPANY 0.1%
Value ($000) $1,674 Shares 11,000 Est. Cost $107.01 Unrealized +53.3%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1,634 Shares 8,122 Est. Cost $115.53 Unrealized +76.9%
SHY ISHARES TR 0.1%
Value ($000) $1,633 Shares 19,927 Est. Cost $82.20 Unrealized
MOD MODINE MFG CO 0.1%
Value ($000) $1,529 Shares 13,000 Est. Cost $83.33 Unrealized +54.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,524 Shares 34,700 Est. Cost $25.48 Unrealized +68.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,517 Shares 21,545 Est. Cost $43.76 Unrealized +52.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $1,507 Shares 13,016 Est. Cost $105.14 Unrealized +14.3%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,373 Shares 6,788 Est. Cost $121.40 Unrealized +73.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,339 Shares 2,870 Est. Cost $95.25 Unrealized +417.5%
WELL WELLTOWER INC 0.1%
Value ($000) $1,337 Shares 10,700 Est. Cost $59.73 Unrealized +115.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,327 Shares 12,316 Est. Cost $78.31 Unrealized +38.9%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,306 Shares 16,936 Est. Cost $51.93 Unrealized +45.4%
OKE ONEOK INC NEW 0.1%
Value ($000) $1,236 Shares 12,269 Est. Cost $49.76 Unrealized +94.6%
TXT TEXTRON INC 0.1%
Value ($000) $1,179 Shares 15,400 Est. Cost $77.83 Unrealized +7.5%
HRI HERC HLDGS INC 0.1%
Value ($000) $1,173 Shares 6,200 Est. Cost $125.23 Unrealized +56.8%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,169 Shares 4,366 Est. Cost $117.15 Unrealized
GATX GATX CORP 0.1%
Value ($000) $1,166 Shares 7,512 Est. Cost $117.46 Unrealized +24.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,123 Shares 18,847 Est. Cost $52.54 Unrealized +21.1%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.1%
Value ($000) $1,117 Shares 34,558 Est. Cost $36.41 Unrealized -14.6%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,096 Shares 5,400 Est. Cost $167.02 Unrealized +24.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,088 Shares 12,869 Est. Cost $75.42 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $1,088 Shares 11,899 Est. Cost $91.76 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $1,072 Shares 9,672 Est. Cost $115.35 Unrealized -10.2%
TSLA TESLA INC 0.0%
Value ($000) $1,002 Shares 2,400 Est. Cost $204.58 Unrealized +57.3%
PTLC PACER FDS TR 0.0%
Value ($000) $945 Shares 17,599 Est. Cost $38.07 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $921 Shares 9,458 Est. Cost $79.09 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $915 Shares 9,428 Est. Cost $64.25 Unrealized +59.2%
XYL XYLEM INC 0.0%
Value ($000) $907 Shares 7,800 Est. Cost $111.42 Unrealized +11.9%
ETN EATON CORP PLC 0.0%
Value ($000) $883 Shares 2,657 Est. Cost $174.27 Unrealized +99.2%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $875 Shares 11,169 Est. Cost $78.37 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $853 Shares 11,255 Est. Cost $75.76 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $845 Shares 20,976 Est. Cost $41.41 Unrealized +1.6%
STT STATE STR CORP 0.0%
Value ($000) $820 Shares 8,348 Est. Cost $67.84 Unrealized +34.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $820 Shares 1,162 Est. Cost $457.57 Unrealized +75.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $813 Shares 3,467 Est. Cost $161.36 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $773 Shares 3,700 Est. Cost $195.77 Unrealized +10.1%
BLACKROCK INC 0.0%
Value ($000) $772 Shares 751 Est. Cost $795.03 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $770 Shares 6,390 Est. Cost $75.51 Unrealized +63.5%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $755 Shares 5,928 Est. Cost $88.98 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $729 Shares 7,500 Est. Cost $75.19 Unrealized +33.4%
CB CHUBB LIMITED 0.0%
Value ($000) $729 Shares 2,646 Est. Cost $138.07 Unrealized +103.8%
DVY ISHARES TR 0.0%
Value ($000) $722 Shares 5,514 Est. Cost $122.13 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $700 Shares 48,396 Est. Cost $11.55 Unrealized +11.2%
DEO DIAGEO PLC 0.0%
Value ($000) $697 Shares 5,500 Est. Cost $128.67 Unrealized
NPO ENPRO INC 0.0%
Value ($000) $689 Shares 4,000 Est. Cost $140.42 Unrealized +20.4%
AD UNITED STATES CELLULAR CORP 0.0%
Value ($000) $684 Shares 11,000 Est. Cost $25.48 Unrealized +38.8%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $678 Shares 6,980 Est. Cost $97.13 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $668 Shares 742 Est. Cost $57.93 Unrealized +42.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $666 Shares 11,879 Est. Cost $51.27 Unrealized +2.6%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $664 Shares 2,515 Est. Cost $205.61 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $664 Shares 68,046 Est. Cost $6.14 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $661 Shares 4,947 Est. Cost $57.45 Unrealized +130.2%
CNH CNH INDL N V 0.0%
Value ($000) $652 Shares 58,118 Est. Cost $10.95 Unrealized +2.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $650 Shares 4,040 Est. Cost $94.43 Unrealized +81.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $633 Shares 6,871 Est. Cost $61.63 Unrealized +51.1%
REAVES UTIL INCOME FD 0.0%
Value ($000) $605 Shares 19,017 Est. Cost $31.72 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $604 Shares 5,829 Est. Cost $56.49 Unrealized +83.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $592 Shares 1,430 Est. Cost $310.90 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $591 Shares 9,700 Est. Cost $54.82 Unrealized +11.8%
SLV ISHARES SILVER TR 0.0%
Value ($000) $579 Shares 21,892 Est. Cost $22.92 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $571 Shares 2,333 Est. Cost $152.25 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $566 Shares 9,850 Est. Cost $40.64 Unrealized +38.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $565 Shares 28,875 Est. Cost $16.10 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $565 Shares 1,943 Est. Cost $202.64 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $561 Shares 5,058 Est. Cost $114.41 Unrealized -5.7%
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value ($000) $557 Shares 5,250 Est. Cost $90.39 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $556 Shares 2,439 Est. Cost $185.40 Unrealized +20.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $554 Shares 5,261 Est. Cost $127.47 Unrealized -16.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $544 Shares 2,826 Est. Cost $126.41 Unrealized +49.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $538 Shares 1,035 Est. Cost $289.10 Unrealized +95.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $536 Shares 25,265 Est. Cost $33.82 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $534 Shares 852 Est. Cost $368.01 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $534 Shares 2,027 Est. Cost $187.08 Unrealized +50.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $532 Shares 5,870 Est. Cost $74.25 Unrealized +26.5%
CRM SALESFORCE INC 0.0%
Value ($000) $523 Shares 1,559 Est. Cost $237.20 Unrealized +33.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $479 Shares 2,444 Est. Cost $151.21 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $470 Shares 4,531 Est. Cost $44.98 Unrealized +150.8%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $462 Shares 19,536 Est. Cost $33.57 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $461 Shares 6,092 Est. Cost $50.49 Unrealized +38.6%
BA BOEING CO 0.0%
Value ($000) $461 Shares 2,610 Est. Cost $217.89 Unrealized -28.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $454 Shares 14,962 Est. Cost $30.19 Unrealized +1.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $453 Shares 1,546 Est. Cost $101.71 Unrealized +183.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $449 Shares 1,923 Est. Cost $144.49 Unrealized +72.0%
ACIC AMERICAN COASTAL INS CORP 0.0%
Value ($000) $445 Shares 33,497 Est. Cost $3.79 Unrealized +198.5%
UNP UNION PAC CORP 0.0%
Value ($000) $444 Shares 1,947 Est. Cost $215.78 Unrealized +6.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $434 Shares 7,496 Est. Cost $57.96 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $431 Shares 2,520 Est. Cost $93.48 Unrealized +77.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $415 Shares 2,331 Est. Cost $107.59 Unrealized +58.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $413 Shares 7,666 Est. Cost $53.64 Unrealized +0.8%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $409 Shares 14,380 Est. Cost $32.67 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $407 Shares 4,539 Est. Cost $79.35 Unrealized +10.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $406 Shares 4,764 Est. Cost $58.74 Unrealized +72.4%
TRN TRINITY INDS INC 0.0%
Value ($000) $406 Shares 11,500 Est. Cost $27.14 Unrealized +26.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $402 Shares 12,869 Est. Cost $26.89 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $400 Shares 3,656 Est. Cost $106.45 Unrealized +3.2%
FE FIRSTENERGY CORP 0.0%
Value ($000) $394 Shares 9,950 Est. Cost $34.24 Unrealized +16.7%
PSX PHILLIPS 66 0.0%
Value ($000) $391 Shares 3,494 Est. Cost $69.12 Unrealized +76.6%
KELLANOVA 0.0%
Value ($000) $390 Shares 4,826 Est. Cost $56.18 Unrealized +39.1%
IVW ISHARES TR 0.0%
Value ($000) $389 Shares 3,802 Est. Cost $90.34 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $388 Shares 6,630 Est. Cost $113.78 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $386 Shares 3,400 Est. Cost $104.08 Unrealized +9.5%
NDAQ NASDAQ INC 0.0%
Value ($000) $383 Shares 4,947 Est. Cost $52.85 Unrealized +44.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $381 Shares 4,139 Est. Cost $60.81 Unrealized +43.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $367 Shares 9,113 Est. Cost $61.59 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $361 Shares 1,450 Est. Cost $130.56 Unrealized +105.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $358 Shares 2,220 Est. Cost $162.85 Unrealized -3.4%
GFF GRIFFON CORP 0.0%
Value ($000) $355 Shares 5,000 Est. Cost $65.09 Unrealized +10.2%
CHE CHEMED CORP NEW 0.0%
Value ($000) $348 Shares 660 Est. Cost $586.22 Unrealized -4.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $341 Shares 4,419 Est. Cost $58.25 Unrealized 0.0%
ITT ITT INC 0.0%
Value ($000) $341 Shares 2,402 Est. Cost $124.02 Unrealized +20.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $340 Shares 5,936 Est. Cost $54.95 Unrealized +7.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $337 Shares 4,989 Est. Cost $24.97 Unrealized +158.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $337 Shares 1,167 Est. Cost $208.96 Unrealized +45.5%
VMI VALMONT INDS INC 0.0%
Value ($000) $336 Shares 1,100 Est. Cost $243.81 Unrealized +32.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $334 Shares 12,220 Est. Cost $14.81 Unrealized +68.0%
DOW DOW INC 0.0%
Value ($000) $328 Shares 8,320 Est. Cost $47.25 Unrealized -9.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $323 Shares 274 Est. Cost $70.94 Unrealized +13.7%
CXT CRANE NXT CO 0.0%
Value ($000) $320 Shares 5,500 Est. Cost $53.27 Unrealized +6.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $319 Shares 11,843 Est. Cost $34.84 Unrealized -18.8%
NEM NEWMONT CORP 0.0%
Value ($000) $319 Shares 8,626 Est. Cost $39.61 Unrealized +12.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $319 Shares 2,350 Est. Cost $119.81 Unrealized +24.2%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $316 Shares 4,621 Est. Cost $51.31 Unrealized +52.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $315 Shares 4,052 Est. Cost $50.58 Unrealized +60.4%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $315 Shares 3,066 Est. Cost $79.92 Unrealized +23.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $311 Shares 5,796 Est. Cost $30.68 Unrealized +67.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $308 Shares 1,599 Est. Cost $172.85 Unrealized +9.8%
IJH ISHARES TR 0.0%
Value ($000) $305 Shares 4,909 Est. Cost $93.62 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $301 Shares 5,171 Est. Cost $58.17 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $300 Shares 5,250 Est. Cost $57.23 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $294 Shares 2,675 Est. Cost $104.85 Unrealized +4.9%
MS MORGAN STANLEY 0.0%
Value ($000) $287 Shares 2,281 Est. Cost $78.71 Unrealized +51.8%
IHE ISHARES TR 0.0%
Value ($000) $285 Shares 4,358 Est. Cost $65.36 Unrealized
AZZ AZZ INC 0.0%
Value ($000) $285 Shares 3,500 Est. Cost $77.06 Unrealized +8.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $281 Shares 3,340 Est. Cost $72.00 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $278 Shares 14,003 Est. Cost $32.22 Unrealized -30.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $276 Shares 797 Est. Cost $316.25 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $276 Shares 17,826 Est. Cost $12.70 Unrealized +3.2%
TGNA TEGNA INC 0.0%
Value ($000) $275 Shares 15,000 Est. Cost $14.11 Unrealized +24.0%
NUE NUCOR CORP 0.0%
Value ($000) $266 Shares 2,300 Est. Cost $87.00 Unrealized +61.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $261 Shares 1,598 Est. Cost $186.24 Unrealized -3.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $261 Shares 1,542 Est. Cost $162.86 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $259 Shares 2,167 Est. Cost $121.37 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $259 Shares 368 Est. Cost $922.55 Unrealized -9.5%
PPG PPG INDS INC 0.0%
Value ($000) $258 Shares 2,169 Est. Cost $78.06 Unrealized +55.7%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $256 Shares 3,600 Est. Cost $73.31 Unrealized +5.1%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $256 Shares 1,000 Est. Cost $253.86 Unrealized 0.0%
MINT PIMCO ETF TR 0.0%
Value ($000) $251 Shares 2,492 Est. Cost $100.69 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $248 Shares 2,741 Est. Cost $91.95 Unrealized +8.2%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $244 Shares 7,000 Est. Cost $26.49 Unrealized +22.0%
ROST ROSS STORES INC 0.0%
Value ($000) $243 Shares 1,606 Est. Cost $145.34 Unrealized -0.2%
TFIN TRIUMPH FINANCIAL INC 0.0%
Value ($000) $241 Shares 2,644 Est. Cost $67.69 Unrealized +37.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $241 Shares 457 Est. Cost $466.16 Unrealized +11.7%
LOW LOWES COS INC 0.0%
Value ($000) $239 Shares 968 Est. Cost $261.54 Unrealized 0.0%
OEF ISHARES TR 0.0%
Value ($000) $238 Shares 820 Est. Cost $247.41 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $237 Shares 2,227 Est. Cost $73.52 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $235 Shares 6,206 Est. Cost $45.61 Unrealized -11.2%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $235 Shares 7,000 Est. Cost $36.95 Unrealized -7.1%
IJR ISHARES TR 0.0%
Value ($000) $233 Shares 2,026 Est. Cost $94.65 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $230 Shares 5,700 Est. Cost $34.62 Unrealized +35.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $230 Shares 8,335 Est. Cost $27.36 Unrealized -3.4%
AMGN AMGEN INC 0.0%
Value ($000) $221 Shares 853 Est. Cost $276.08 Unrealized +3.6%
AEE AMEREN CORP 0.0%
Value ($000) $220 Shares 2,460 Est. Cost $76.79 Unrealized +12.7%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $220 Shares 1,865 Est. Cost $109.92 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 9,378 Est. Cost $37.29 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $215 Shares 842 Est. Cost $243.49 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $214 Shares 3,468 Est. Cost $67.58 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $212 Shares 7,795 Est. Cost $46.16 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $211 Shares 5,103 Est. Cost $41.98 Unrealized +3.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $210 Shares 874 Est. Cost $237.34 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $209 Shares 3,653 Est. Cost $67.63 Unrealized -1.9%
SOUTHERN STS BANCSHARES INC 0.0%
Value ($000) $207 Shares 6,182 Est. Cost $19.59 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $206 Shares 396 Est. Cost $557.40 Unrealized -1.8%
SMBK SMARTFINANCIAL INC 0.0%
Value ($000) $202 Shares 6,499 Est. Cost $33.09 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $201 Shares 917 Est. Cost $208.00 Unrealized +11.2%
PRA PROASSURANCE CORP 0.0%
Value ($000) $196 Shares 12,614 Est. Cost $46.29 Unrealized -65.6%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $124 Shares 33,256 Est. Cost $8.71 Unrealized
PBT PERMIAN BASIN RTY TR 0.0%
Value ($000) $118 Shares 10,816 Est. Cost $6.45 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $115 Shares 11,102 Est. Cost $11.77 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $82 Shares 44,191 Est. Cost $2.23 Unrealized
GRAFTECH INTL LTD 0.0%
Value ($000) $59 Shares 34,243 Est. Cost $3.05 Unrealized
BITF BITFARMS LTD 0.0%
Value ($000) $50 Shares 32,740 Est. Cost $1.02 Unrealized +95.5%
WWR WESTWATER RES INC 0.0%
Value ($000) $20 Shares 22,954 Est. Cost $1.25 Unrealized -54.1%
BP PRUDHOE BAY RTY TR 0.0%
Value ($000) $19 Shares 33,759 Est. Cost $3.18 Unrealized
ARGO BLOCKCHAIN PLC 0.0%
Value ($000) $8 Shares 12,309 Est. Cost $1.08 Unrealized
AMPCO-PITTSBURG CORP 0.0%
Value ($000) $2 Shares 12,000 Est. Cost $0.05 Unrealized