Welch Group, LLC Diversified Active

CIK: 0001443095 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 25, 2025

Total Value ($000): $2,393,062 (100.0% shares, 0.0% debt)

Holdings (281)

MSFT MICROSOFT CORP 4.3%
Value ($000) $101,956 Shares 204,974 Est. Cost $88.36 Unrealized +389.3%
IBM INTERNATIONAL BUSINESS MACHS 3.7%
Value ($000) $88,550 Shares 300,394 Est. Cost $101.26 Unrealized +150.7%
JPM JPMORGAN CHASE & CO. 3.5%
Value ($000) $82,779 Shares 285,533 Est. Cost $122.87 Unrealized +105.6%
AAPL APPLE INC 3.2%
Value ($000) $76,976 Shares 375,181 Est. Cost $103.85 Unrealized +93.9%
RTX RTX CORPORATION 3.2%
Value ($000) $76,146 Shares 521,476 Est. Cost $59.72 Unrealized +120.6%
SFBS SERVISFIRST BANCSHARES INC 3.2%
Value ($000) $75,507 Shares 974,158 Est. Cost $33.22 Unrealized +119.3%
AJG GALLAGHER ARTHUR J & CO 3.0%
Value ($000) $71,719 Shares 224,038 Est. Cost $41.80 Unrealized +683.6%
SO SOUTHERN CO 2.9%
Value ($000) $70,475 Shares 767,455 Est. Cost $38.05 Unrealized +131.2%
ABBV ABBVIE INC 2.8%
Value ($000) $68,189 Shares 367,359 Est. Cost $50.22 Unrealized +263.7%
CSCO CISCO SYS INC 2.8%
Value ($000) $66,341 Shares 956,197 Est. Cost $57.00 Unrealized +5.9%
HD HOME DEPOT INC 2.7%
Value ($000) $64,785 Shares 176,698 Est. Cost $152.31 Unrealized +133.7%
EMR EMERSON ELEC CO 2.7%
Value ($000) $64,406 Shares 483,059 Est. Cost $55.40 Unrealized +105.0%
CL COLGATE PALMOLIVE CO 2.5%
Value ($000) $60,452 Shares 665,041 Est. Cost $60.91 Unrealized +47.8%
MCD MCDONALDS CORP 2.5%
Value ($000) $60,188 Shares 206,004 Est. Cost $132.46 Unrealized +129.2%
CVX CHEVRON CORP NEW 2.5%
Value ($000) $60,123 Shares 419,880 Est. Cost $87.68 Unrealized +56.3%
QCOM QUALCOMM INC 2.5%
Value ($000) $59,865 Shares 375,898 Est. Cost $94.18 Unrealized +54.0%
CINF CINCINNATI FINL CORP 2.5%
Value ($000) $59,641 Shares 400,492 Est. Cost $55.54 Unrealized +153.7%
NEE NEXTERA ENERGY INC 2.5%
Value ($000) $59,065 Shares 850,837 Est. Cost $57.13 Unrealized +19.2%
LMT LOCKHEED MARTIN CORP 2.5%
Value ($000) $58,778 Shares 126,912 Est. Cost $212.76 Unrealized +115.8%
PAYX PAYCHEX INC 2.4%
Value ($000) $57,965 Shares 398,493 Est. Cost $41.29 Unrealized +257.3%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $57,879 Shares 378,913 Est. Cost $110.94 Unrealized +36.0%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $57,727 Shares 535,498 Est. Cost $51.55 Unrealized +102.7%
TFC TRUIST FINL CORP 2.3%
Value ($000) $55,837 Shares 1,298,835 Est. Cost $36.10 Unrealized +5.3%
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $53,818 Shares 337,798 Est. Cost $77.22 Unrealized +108.2%
TXN TEXAS INSTRS INC 2.2%
Value ($000) $52,497 Shares 252,853 Est. Cost $161.27 Unrealized +8.1%
ED CONSOLIDATED EDISON INC 2.2%
Value ($000) $51,581 Shares 514,010 Est. Cost $55.66 Unrealized +86.3%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $49,671 Shares 1,147,934 Est. Cost $33.57 Unrealized +24.6%
PEP PEPSICO INC 2.0%
Value ($000) $48,045 Shares 363,869 Est. Cost $95.13 Unrealized +37.7%
KMB KIMBERLY-CLARK CORP 2.0%
Value ($000) $47,385 Shares 367,551 Est. Cost $92.08 Unrealized +43.1%
PFE PFIZER INC 1.9%
Value ($000) $46,269 Shares 1,908,773 Est. Cost $27.96 Unrealized -20.1%
GIS GENERAL MLS INC 1.7%
Value ($000) $40,293 Shares 777,702 Est. Cost $43.92 Unrealized +22.5%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $29,085 Shares 184,091 Est. Cost $93.21 Unrealized +35.0%
KO COCA COLA CO 0.8%
Value ($000) $18,347 Shares 259,317 Est. Cost $43.03 Unrealized +62.2%
CAT CATERPILLAR INC 0.6%
Value ($000) $15,386 Shares 39,634 Est. Cost $163.96 Unrealized +101.8%
ORCL ORACLE CORP 0.6%
Value ($000) $14,404 Shares 65,885 Est. Cost $76.32 Unrealized +110.7%
AMZN AMAZON COM INC 0.6%
Value ($000) $13,366 Shares 60,924 Est. Cost $128.38 Unrealized +54.1%
DE DEERE & CO 0.5%
Value ($000) $12,996 Shares 25,557 Est. Cost $288.51 Unrealized +68.0%
V VISA INC 0.5%
Value ($000) $12,578 Shares 35,425 Est. Cost $212.03 Unrealized +63.7%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $11,610 Shares 16,404 Est. Cost $292.23 Unrealized +95.6%
META META PLATFORMS INC 0.5%
Value ($000) $11,577 Shares 15,686 Est. Cost $429.28 Unrealized +43.6%
GOOGL ALPHABET INC 0.5%
Value ($000) $11,325 Shares 64,262 Est. Cost $119.93 Unrealized +36.2%
IVV ISHARES TR 0.5%
Value ($000) $10,950 Shares 17,635 Est. Cost $463.29 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $10,189 Shares 74,915 Est. Cost $93.46 Unrealized +39.7%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $9,945 Shares 70,087 Est. Cost $101.36 Unrealized +7.4%
BX BLACKSTONE INC 0.4%
Value ($000) $9,370 Shares 62,641 Est. Cost $81.36 Unrealized +66.1%
AVGO BROADCOM INC 0.4%
Value ($000) $8,976 Shares 32,562 Est. Cost $195.22 Unrealized +10.6%
TJX TJX COS INC NEW 0.4%
Value ($000) $8,883 Shares 71,935 Est. Cost $69.91 Unrealized +80.1%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $8,714 Shares 15,507 Est. Cost $341.31 Unrealized +61.6%
SYK STRYKER CORPORATION 0.4%
Value ($000) $8,599 Shares 21,736 Est. Cost $235.28 Unrealized +57.9%
AFL AFLAC INC 0.3%
Value ($000) $8,269 Shares 78,407 Est. Cost $70.12 Unrealized +47.8%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $7,997 Shares 109,266 Est. Cost $57.12 Unrealized +17.9%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $7,862 Shares 22,897 Est. Cost $264.34 Unrealized +30.3%
VMC VULCAN MATLS CO 0.3%
Value ($000) $7,300 Shares 27,990 Est. Cost $134.76 Unrealized +90.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $6,964 Shares 23,300 Est. Cost $280.13 Unrealized +8.1%
TGT TARGET CORP 0.3%
Value ($000) $6,080 Shares 61,631 Est. Cost $132.46 Unrealized -29.6%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $6,007 Shares 18,833 Est. Cost $139.66 Unrealized +100.0%
GL GLOBE LIFE INC 0.2%
Value ($000) $5,913 Shares 47,577 Est. Cost $90.94 Unrealized +32.9%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $5,259 Shares 9,258 Est. Cost $358.75 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $5,075 Shares 6,510 Est. Cost $264.09 Unrealized +192.9%
WMT WALMART INC 0.2%
Value ($000) $4,691 Shares 47,970 Est. Cost $52.74 Unrealized +79.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $3,944 Shares 21,656 Est. Cost $61.53 Unrealized +172.0%
SYNOVUS FINL CORP 0.1%
Value ($000) $3,504 Shares 67,708 Est. Cost $25.54 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $3,235 Shares 137,556 Est. Cost $12.64 Unrealized +62.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $3,122 Shares 5,052 Est. Cost $559.82 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $2,861 Shares 34,529 Est. Cost $82.45 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,670 Shares 4,839 Est. Cost $439.37 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $2,635 Shares 33,286 Est. Cost $67.85 Unrealized +14.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,481 Shares 42,318 Est. Cost $31.74 Unrealized +76.3%
T AT&T INC 0.1%
Value ($000) $2,465 Shares 85,164 Est. Cost $15.51 Unrealized +73.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $2,422 Shares 7,944 Est. Cost $190.20 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $2,295 Shares 12,936 Est. Cost $116.72 Unrealized +41.2%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,203 Shares 37,476 Est. Cost $58.26 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $2,176 Shares 23,718 Est. Cost $91.74 Unrealized
CR CRANE COMPANY 0.1%
Value ($000) $2,089 Shares 11,000 Est. Cost $107.01 Unrealized +54.6%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $2,003 Shares 8,123 Est. Cost $115.53 Unrealized +112.2%
AON AON PLC 0.1%
Value ($000) $1,830 Shares 5,130 Est. Cost $191.78 Unrealized +88.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,800 Shares 22,467 Est. Cost $44.99 Unrealized +58.1%
GGG GRACO INC 0.1%
Value ($000) $1,776 Shares 20,653 Est. Cost $68.02 Unrealized +20.6%
MLI MUELLER INDS INC 0.1%
Value ($000) $1,748 Shares 22,000 Est. Cost $41.07 Unrealized +82.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,737 Shares 1,755 Est. Cost $511.20 Unrealized +93.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,720 Shares 7,386 Est. Cost $180.68 Unrealized +10.5%
WELL WELLTOWER INC 0.1%
Value ($000) $1,645 Shares 10,703 Est. Cost $59.73 Unrealized +147.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $1,579 Shares 13,017 Est. Cost $105.14 Unrealized +12.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,554 Shares 6,790 Est. Cost $121.40 Unrealized +89.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,543 Shares 16,936 Est. Cost $51.93 Unrealized +61.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,463 Shares 12,400 Est. Cost $78.31 Unrealized +47.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,436 Shares 2,872 Est. Cost $95.25 Unrealized +410.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,358 Shares 28,697 Est. Cost $25.86 Unrealized +60.3%
WTS WATTS WATER TECHNOLOGIES INC 0.1%
Value ($000) $1,328 Shares 5,400 Est. Cost $167.02 Unrealized +34.7%
MOD MODINE MFG CO 0.1%
Value ($000) $1,281 Shares 13,000 Est. Cost $83.33 Unrealized +7.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,274 Shares 18,889 Est. Cost $52.54 Unrealized +24.0%
TXT TEXTRON INC 0.1%
Value ($000) $1,236 Shares 15,400 Est. Cost $77.83 Unrealized -7.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,211 Shares 13,440 Est. Cost $90.78 Unrealized +0.4%
NFLX NETFLIX INC 0.1%
Value ($000) $1,207 Shares 901 Est. Cost $64.35 Unrealized +75.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,198 Shares 9,661 Est. Cost $115.22 Unrealized -10.8%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,190 Shares 4,237 Est. Cost $117.15 Unrealized
GATX GATX CORP 0.0%
Value ($000) $1,154 Shares 7,512 Est. Cost $117.46 Unrealized +26.3%
NVS NOVARTIS AG 0.0%
Value ($000) $1,145 Shares 9,466 Est. Cost $79.09 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $1,032 Shares 20,976 Est. Cost $41.41 Unrealized +6.8%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $1,029 Shares 34,558 Est. Cost $36.41 Unrealized -23.7%
XYL XYLEM INC 0.0%
Value ($000) $1,009 Shares 7,802 Est. Cost $111.42 Unrealized +7.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $1,002 Shares 12,272 Est. Cost $49.76 Unrealized +62.1%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $975 Shares 63,458 Est. Cost $6.14 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $938 Shares 10,454 Est. Cost $67.36 Unrealized +30.7%
ETN EATON CORP PLC 0.0%
Value ($000) $931 Shares 2,607 Est. Cost $174.27 Unrealized +76.0%
TSLA TESLA INC 0.0%
Value ($000) $911 Shares 2,869 Est. Cost $234.12 Unrealized +28.7%
STT STATE STR CORP 0.0%
Value ($000) $888 Shares 8,353 Est. Cost $67.84 Unrealized +33.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $863 Shares 1,145 Est. Cost $457.57 Unrealized +45.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $854 Shares 26,043 Est. Cost $24.62 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $850 Shares 8,188 Est. Cost $67.47 Unrealized +51.1%
RY ROYAL BK CDA 0.0%
Value ($000) $842 Shares 6,403 Est. Cost $75.51 Unrealized +62.0%
PTLC PACER FDS TR 0.0%
Value ($000) $831 Shares 16,370 Est. Cost $38.07 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $828 Shares 3,268 Est. Cost $161.36 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $822 Shares 9,700 Est. Cost $54.82 Unrealized +47.2%
REAVES UTIL INCOME FD 0.0%
Value ($000) $814 Shares 22,500 Est. Cost $32.41 Unrealized
HRI HERC HLDGS INC 0.0%
Value ($000) $812 Shares 6,168 Est. Cost $125.23 Unrealized -4.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $800 Shares 5,398 Est. Cost $64.68 Unrealized +122.9%
BLK BLACKROCK INC 0.0%
Value ($000) $797 Shares 760 Est. Cost $961.51 Unrealized -3.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $790 Shares 2,834 Est. Cost $174.64 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $790 Shares 5,928 Est. Cost $88.98 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $774 Shares 2,672 Est. Cost $138.07 Unrealized +107.8%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $772 Shares 3,770 Est. Cost $169.73 Unrealized
NPO ENPRO INC 0.0%
Value ($000) $766 Shares 4,000 Est. Cost $140.42 Unrealized +21.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $760 Shares 2,717 Est. Cost $211.13 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $753 Shares 58,118 Est. Cost $10.95 Unrealized +11.6%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $740 Shares 2,435 Est. Cost $227.22 Unrealized
V VISA INC 0.0%
Value ($000) $710 Shares 2,000 Est. Cost $212.03 Unrealized +63.7%
AD UNITED STATES CELLULAR CORP 0.0%
Value ($000) $704 Shares 11,000 Est. Cost $25.48 Unrealized +44.4%
NEM NEWMONT CORP 0.0%
Value ($000) $701 Shares 12,034 Est. Cost $40.64 Unrealized +30.2%
SONY SONY GROUP CORP 0.0%
Value ($000) $655 Shares 25,156 Est. Cost $33.82 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $650 Shares 7,500 Est. Cost $75.19 Unrealized +11.1%
IEX IDEX CORP 0.0%
Value ($000) $650 Shares 3,700 Est. Cost $195.77 Unrealized -10.4%
UNILEVER PLC 0.0%
Value ($000) $631 Shares 10,323 Est. Cost $48.70 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $631 Shares 4,590 Est. Cost $100.99 Unrealized +34.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $614 Shares 4,502 Est. Cost $58.68 Unrealized +99.9%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $609 Shares 24,801 Est. Cost $31.66 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $597 Shares 2,048 Est. Cost $187.96 Unrealized +45.0%
DVY ISHARES TR 0.0%
Value ($000) $592 Shares 4,459 Est. Cost $125.01 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $588 Shares 4,768 Est. Cost $58.74 Unrealized +58.7%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $582 Shares 32,085 Est. Cost $16.34 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $578 Shares 2,512 Est. Cost $216.56 Unrealized +0.9%
IVW ISHARES TR 0.0%
Value ($000) $572 Shares 5,196 Est. Cost $93.40 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $568 Shares 1,035 Est. Cost $289.10 Unrealized +82.2%
BA BOEING CO 0.0%
Value ($000) $567 Shares 2,705 Est. Cost $216.88 Unrealized -12.9%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $565 Shares 852 Est. Cost $368.01 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $563 Shares 5,582 Est. Cost $128.26 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $555 Shares 2,976 Est. Cost $128.40 Unrealized +29.3%
PCAR PACCAR INC 0.0%
Value ($000) $554 Shares 5,831 Est. Cost $56.49 Unrealized +60.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $542 Shares 5,912 Est. Cost $74.25 Unrealized +14.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $535 Shares 1,221 Est. Cost $315.12 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $527 Shares 6,343 Est. Cost $51.70 Unrealized +57.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $524 Shares 6,173 Est. Cost $76.04 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value ($000) $518 Shares 5,250 Est. Cost $90.39 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $516 Shares 9,850 Est. Cost $40.64 Unrealized +14.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $513 Shares 2,412 Est. Cost $110.19 Unrealized +67.9%
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $510 Shares 2,440 Est. Cost $185.40 Unrealized +3.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $506 Shares 5,550 Est. Cost $125.53 Unrealized -23.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $498 Shares 4,641 Est. Cost $80.09 Unrealized +26.3%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $478 Shares 2,972 Est. Cost $102.49 Unrealized +49.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $478 Shares 10,318 Est. Cost $51.23 Unrealized -7.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $477 Shares 1,548 Est. Cost $101.71 Unrealized +197.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $471 Shares 1,839 Est. Cost $144.49 Unrealized +61.3%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $467 Shares 5,835 Est. Cost $109.63 Unrealized -28.4%
IRM IRON MTN INC DEL 0.0%
Value ($000) $465 Shares 4,531 Est. Cost $44.98 Unrealized +104.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $447 Shares 3,755 Est. Cost $50.58 Unrealized +127.8%
NDAQ NASDAQ INC 0.0%
Value ($000) $443 Shares 4,951 Est. Cost $52.85 Unrealized +49.8%
IWM ISHARES TR 0.0%
Value ($000) $435 Shares 2,014 Est. Cost $204.65 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $432 Shares 3,982 Est. Cost $97.13 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $431 Shares 1,582 Est. Cost $240.33 Unrealized +10.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $431 Shares 3,883 Est. Cost $70.64 Unrealized +47.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $429 Shares 7,597 Est. Cost $53.62 Unrealized -0.9%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $429 Shares 14,380 Est. Cost $32.67 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $428 Shares 6,898 Est. Cost $84.17 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $422 Shares 3,656 Est. Cost $106.45 Unrealized +8.8%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $416 Shares 48,396 Est. Cost $11.55 Unrealized -26.6%
IHI ISHARES TR 0.0%
Value ($000) $415 Shares 6,630 Est. Cost $113.78 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $413 Shares 3,147 Est. Cost $127.69 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $405 Shares 10,063 Est. Cost $34.24 Unrealized +17.6%
KELLANOVA 0.0%
Value ($000) $404 Shares 5,083 Est. Cost $57.40 Unrealized +39.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $403 Shares 13,002 Est. Cost $26.89 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $400 Shares 3,153 Est. Cost $80.49 Unrealized +24.9%
PSX PHILLIPS 66 0.0%
Value ($000) $395 Shares 3,311 Est. Cost $69.12 Unrealized +58.4%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $392 Shares 9,271 Est. Cost $61.59 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $392 Shares 15,166 Est. Cost $30.15 Unrealized -11.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $391 Shares 2,351 Est. Cost $119.81 Unrealized +23.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $378 Shares 5,936 Est. Cost $54.95 Unrealized +9.0%
ITT ITT INC 0.0%
Value ($000) $377 Shares 2,402 Est. Cost $124.02 Unrealized +14.8%
POST POST HLDGS INC 0.0%
Value ($000) $371 Shares 3,403 Est. Cost $104.08 Unrealized +7.7%
GFF GRIFFON CORP 0.0%
Value ($000) $362 Shares 5,000 Est. Cost $65.09 Unrealized +6.3%
GE GE AEROSPACE 0.0%
Value ($000) $361 Shares 1,401 Est. Cost $195.73 Unrealized +11.7%
TSPA T ROWE PRICE ETF INC 0.0%
Value ($000) $359 Shares 9,238 Est. Cost $38.89 Unrealized
VMI VALMONT INDS INC 0.0%
Value ($000) $359 Shares 1,100 Est. Cost $243.81 Unrealized +25.8%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $355 Shares 3,600 Est. Cost $73.31 Unrealized +22.0%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $352 Shares 1,450 Est. Cost $130.56 Unrealized +85.6%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $350 Shares 1,000 Est. Cost $233.78 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $347 Shares 2,677 Est. Cost $92.59 Unrealized +24.8%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $346 Shares 11,775 Est. Cost $15.05 Unrealized +77.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $342 Shares 1,060 Est. Cost $263.84 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $340 Shares 4,989 Est. Cost $24.97 Unrealized +171.6%
AZZ AZZ INC 0.0%
Value ($000) $331 Shares 3,500 Est. Cost $77.06 Unrealized +13.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $327 Shares 1,158 Est. Cost $208.96 Unrealized +28.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $326 Shares 9,126 Est. Cost $34.62 Unrealized -2.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $322 Shares 1,602 Est. Cost $172.85 Unrealized +13.9%
CHE CHEMED CORP NEW 0.0%
Value ($000) $321 Shares 660 Est. Cost $586.22 Unrealized -3.1%
MS MORGAN STANLEY 0.0%
Value ($000) $321 Shares 2,280 Est. Cost $80.43 Unrealized +50.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $311 Shares 11,724 Est. Cost $39.60 Unrealized
TRN TRINITY INDS INC 0.0%
Value ($000) $311 Shares 11,500 Est. Cost $27.14 Unrealized -8.1%
INTC INTEL CORP 0.0%
Value ($000) $310 Shares 13,853 Est. Cost $32.22 Unrealized -35.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $309 Shares 1,691 Est. Cost $185.06 Unrealized -14.9%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $308 Shares 1,000 Est. Cost $290.76 Unrealized 0.0%
CXT CRANE NXT CO 0.0%
Value ($000) $296 Shares 5,500 Est. Cost $53.27 Unrealized -5.1%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $276 Shares 14,671 Est. Cost $20.64 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $272 Shares 3,866 Est. Cost $67.91 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $272 Shares 743 Est. Cost $316.25 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $272 Shares 5,804 Est. Cost $30.68 Unrealized +49.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $270 Shares 1,525 Est. Cost $162.86 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $269 Shares 18,758 Est. Cost $12.72 Unrealized +2.6%
LOW LOWES COS INC 0.0%
Value ($000) $269 Shares 1,210 Est. Cost $255.32 Unrealized -13.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $264 Shares 1,570 Est. Cost $126.46 Unrealized +16.3%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $263 Shares 10,778 Est. Cost $35.62 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $263 Shares 2,193 Est. Cost $162.85 Unrealized -19.9%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $263 Shares 1,365 Est. Cost $172.98 Unrealized
ACIC AMERICAN COASTAL INS CORP 0.0%
Value ($000) $259 Shares 23,288 Est. Cost $3.79 Unrealized +173.4%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $258 Shares 2,167 Est. Cost $121.37 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $257 Shares 3,653 Est. Cost $53.89 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $257 Shares 903 Est. Cost $247.25 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $252 Shares 4,432 Est. Cost $57.96 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $252 Shares 15,015 Est. Cost $14.11 Unrealized +17.9%
WLDN WILLDAN GROUP INC 0.0%
Value ($000) $250 Shares 4,000 Est. Cost $47.69 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $250 Shares 460 Est. Cost $466.16 Unrealized +12.2%
OEF ISHARES TR 0.0%
Value ($000) $250 Shares 820 Est. Cost $247.41 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $249 Shares 2,227 Est. Cost $73.52 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $248 Shares 2,529 Est. Cost $104.85 Unrealized +2.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $248 Shares 2,166 Est. Cost $98.12 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $247 Shares 2,171 Est. Cost $78.06 Unrealized +36.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $245 Shares 12,042 Est. Cost $34.60 Unrealized -40.6%
AMGN AMGEN INC 0.0%
Value ($000) $239 Shares 857 Est. Cost $276.08 Unrealized +0.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $238 Shares 468 Est. Cost $433.57 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $238 Shares 4,626 Est. Cost $51.31 Unrealized +0.2%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $238 Shares 1,870 Est. Cost $109.92 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $237 Shares 944 Est. Cost $227.05 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $237 Shares 2,463 Est. Cost $76.79 Unrealized +23.9%
URA GLOBAL X FDS 0.0%
Value ($000) $236 Shares 6,076 Est. Cost $38.81 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $232 Shares 2,027 Est. Cost $114.27 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $231 Shares 974 Est. Cost $237.10 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $230 Shares 5,700 Est. Cost $34.62 Unrealized +4.3%
IR INGERSOLL RAND INC 0.0%
Value ($000) $228 Shares 2,741 Est. Cost $91.95 Unrealized -14.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $227 Shares 4,586 Est. Cost $49.46 Unrealized
MMM 3M CO 0.0%
Value ($000) $225 Shares 1,481 Est. Cost $141.25 Unrealized 0.0%
SOUTHERN STS BANCSHARES INC 0.0%
Value ($000) $225 Shares 6,182 Est. Cost $19.59 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $221 Shares 2,970 Est. Cost $66.17 Unrealized 0.0%
PBT PERMIAN BASIN RTY TR 0.0%
Value ($000) $221 Shares 17,798 Est. Cost $7.86 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $221 Shares 51,264 Est. Cost $7.35 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $220 Shares 568 Est. Cost $426.85 Unrealized -9.7%
SMBK SMARTFINANCIAL INC 0.0%
Value ($000) $220 Shares 6,499 Est. Cost $33.09 Unrealized -6.7%
PRA PROASSURANCE CORP 0.0%
Value ($000) $219 Shares 9,575 Est. Cost $46.29 Unrealized -50.1%
GDX VANECK ETF TRUST 0.0%
Value ($000) $217 Shares 4,159 Est. Cost $52.06 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $216 Shares 6,402 Est. Cost $45.36 Unrealized -25.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $215 Shares 3,950 Est. Cost $57.23 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $212 Shares 2,304 Est. Cost $91.97 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $209 Shares 3,643 Est. Cost $53.22 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $206 Shares 390 Est. Cost $415.97 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $206 Shares 1,602 Est. Cost $128.51 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $205 Shares 3,039 Est. Cost $67.59 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $205 Shares 1,608 Est. Cost $145.34 Unrealized -5.2%
IJR ISHARES TR 0.0%
Value ($000) $201 Shares 1,840 Est. Cost $109.32 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $153 Shares 11,116 Est. Cost $12.58 Unrealized +7.8%
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $131 Shares 22,008 Est. Cost $5.52 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $107 Shares 44,319 Est. Cost $2.23 Unrealized
MTR MESA RTY TR 0.0%
Value ($000) $88 Shares 16,370 Est. Cost $6.01 Unrealized
GTN GRAY MEDIA INC 0.0%
Value ($000) $56 Shares 12,369 Est. Cost $3.93 Unrealized -1.5%
ZDGE ZEDGE INC 0.0%
Value ($000) $49 Shares 12,183 Est. Cost $2.55 Unrealized +1.5%
SVM SILVERCORP METALS INC 0.0%
Value ($000) $48 Shares 11,295 Est. Cost $3.51 Unrealized +10.3%
UROY URANIUM RTY CORP 0.0%
Value ($000) $44 Shares 17,610 Est. Cost $2.14 Unrealized -5.6%
GRAFTECH INTL LTD 0.0%
Value ($000) $33 Shares 34,243 Est. Cost $3.05 Unrealized
BITF BITFARMS LTD 0.0%
Value ($000) $28 Shares 32,740 Est. Cost $1.02 Unrealized -9.6%
DNN DENISON MINES CORP 0.0%
Value ($000) $21 Shares 11,428 Est. Cost $1.67 Unrealized -9.2%
BP PRUDHOE BAY RTY TR 0.0%
Value ($000) $17 Shares 33,759 Est. Cost $3.18 Unrealized
WWR WESTWATER RES INC 0.0%
Value ($000) $14 Shares 22,954 Est. Cost $1.25 Unrealized -58.1%
ARGO BLOCKCHAIN PLC 0.0%
Value ($000) $2 Shares 12,309 Est. Cost $1.08 Unrealized
AMPCO-PITTSBURG CORP 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $0.05 Unrealized