Welch Group, LLC Diversified Active

Location: Birmingham, AL

CIK: 0001443095 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 21, 2026

Total Value: $2.662B (100.0% shares, 0.0% debt)

Holdings (310)

AAPL APPLE INC 3.6%
Value $95.23M Shares 375,212 Est. Cost $103.85 Unrealized +153.1%
RTX RTX CORPORATION 3.4%
Value $89.38M Shares 463,345 Est. Cost $59.72 Unrealized +229.2%
CVX CHEVRON CORPORATION 3.3%
Value $89.03M Shares 430,312 Est. Cost $88.79 Unrealized +93.6%
XOM EXXON MOBIL CORP 3.3%
Value $88.97M Shares 524,383 Est. Cost $52.47 Unrealized +164.4%
JNJ JOHNSON & JOHNSON 3.3%
Value $87.76M Shares 359,007 Est. Cost $111.62 Unrealized +104.1%
JPM JPMORGAN CHASE & CO 3.1%
Value $81.48M Shares 277,004 Est. Cost $122.87 Unrealized +153.5%
ABBV ABBVIE INC 3.0%
Value $79.59M Shares 365,933 Est. Cost $50.22 Unrealized +343.2%
MSFT MICROSOFT CORP 3.0%
Value $79.26M Shares 214,123 Est. Cost $104.46 Unrealized +316.1%
NEE NEXTERA ENERGY INC 3.0%
Value $79.22M Shares 852,934 Est. Cost $57.48 Unrealized +51.7%
LMT LOCKHEED MARTIN CORP 2.9%
Value $76.55M Shares 126,656 Est. Cost $223.43 Unrealized +168.9%
SO SOUTHERN CO 2.8%
Value $75.55M Shares 782,791 Est. Cost $38.05 Unrealized +135.3%
CSCO CISCO SYS INC 2.8%
Value $73.47M Shares 946,955 Est. Cost $57.10 Unrealized +36.4%
IBM INTERNATIONAL BUSINESS MACHS 2.7%
Value $71.46M Shares 294,802 Est. Cost $101.26 Unrealized +180.4%
SFBS SERVISFIRST BANCSHARES INC 2.7%
Value $71.08M Shares 975,931 Est. Cost $34.00 Unrealized +140.6%
MCD MCDONALDS CORP 2.5%
Value $66.84M Shares 215,074 Est. Cost $139.84 Unrealized +126.9%
HD HOME DEPOT INC 2.4%
Value $62.66M Shares 190,518 Est. Cost $168.45 Unrealized +123.8%
CINF CINCINNATI FINL CORP 2.3%
Value $62.39M Shares 396,491 Est. Cost $55.54 Unrealized +193.2%
TFC TRUIST FINL CORP 2.3%
Value $61.1M Shares 1,329,163 Est. Cost $36.18 Unrealized +41.4%
EMR EMERSON ELEC CO 2.3%
Value $61.09M Shares 466,282 Est. Cost $55.40 Unrealized +168.0%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value $60.43M Shares 1,203,860 Est. Cost $33.98 Unrealized +28.9%
PFE PFIZER INC 2.3%
Value $60.32M Shares 2,148,091 Est. Cost $27.68 Unrealized -5.4%
ED CONSOLIDATED EDISON INC 2.2%
Value $59.88M Shares 529,096 Est. Cost $56.83 Unrealized +85.4%
AJG GALLAGHER ARTHUR J & CO 2.1%
Value $54.8M Shares 253,012 Est. Cost $65.39 Unrealized +267.7%
QCOM QUALCOMM INC 2.0%
Value $53.78M Shares 417,596 Est. Cost $99.84 Unrealized +54.1%
PG PROCTER & GAMBLE CO 2.0%
Value $53.49M Shares 370,354 Est. Cost $83.22 Unrealized +82.4%
CL COLGATE PALMOLIVE CO 2.0%
Value $53.42M Shares 626,828 Est. Cost $62.21 Unrealized +42.6%
PEP PEPSICO INC 2.0%
Value $52.8M Shares 339,979 Est. Cost $97.45 Unrealized +58.8%
TXN TEXAS INSTRS INC 1.9%
Value $51.89M Shares 267,292 Est. Cost $162.70 Unrealized +26.8%
AEP AMERICAN ELEC PWR CO INC 1.9%
Value $49.35M Shares 376,452 Est. Cost $116.99 Unrealized +3.0%
PAYX PAYCHEX INC 1.7%
Value $44.63M Shares 484,448 Est. Cost $52.59 Unrealized +93.9%
KMB KIMBERLY-CLARK CORP 1.6%
Value $43.13M Shares 447,054 Est. Cost $95.66 Unrealized +7.8%
NVDA NVIDIA CORPORATION 1.2%
Value $30.81M Shares 176,675 Est. Cost $93.21 Unrealized +100.2%
CAT CATERPILLAR INC 1.0%
Value $27.71M Shares 39,108 Est. Cost $170.79 Unrealized +300.7%
KO COCA COLA CO 0.8%
Value $20.81M Shares 273,685 Est. Cost $44.37 Unrealized +68.5%
PYLD PIMCO ETF TR 0.7%
Value $19.88M Shares 758,878 Est. Cost $26.66 Unrealized
GOOGL ALPHABET INC 0.7%
Value $18.3M Shares 63,649 Est. Cost $119.93 Unrealized +169.6%
DE DEERE & CO 0.6%
Value $15.24M Shares 27,061 Est. Cost $298.74 Unrealized +84.6%
AMZN AMAZON COM INC 0.5%
Value $14.05M Shares 67,464 Est. Cost $137.98 Unrealized +64.4%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $13.62M Shares 66,951 Est. Cost $102.35 Unrealized +116.6%
GS GOLDMAN SACHS GROUP INC 0.5%
Value $13.54M Shares 16,006 Est. Cost $292.23 Unrealized +219.1%
V VISA INC 0.5%
Value $12.39M Shares 40,998 Est. Cost $229.26 Unrealized +43.6%
MU MICRON TECHNOLOGY INC 0.5%
Value $12.15M Shares 35,957 Est. Cost $206.70 Unrealized +87.2%
TJX TJX COS INC NEW 0.5%
Value $12.02M Shares 75,257 Est. Cost $71.99 Unrealized +114.2%
IVV ISHARES TR 0.4%
Value $11.92M Shares 18,252 Est. Cost $480.20 Unrealized
ORCL ORACLE CORP 0.4%
Value $10.98M Shares 74,617 Est. Cost $89.77 Unrealized +88.9%
AVGO BROADCOM INC 0.4%
Value $10.41M Shares 33,634 Est. Cost $197.52 Unrealized +69.2%
META META PLATFORMS INC 0.4%
Value $9.959M Shares 17,407 Est. Cost $452.98 Unrealized +44.7%
TGT TARGET CORP 0.4%
Value $9.652M Shares 79,640 Est. Cost $124.07 Unrealized -12.0%
BX BLACKSTONE INC 0.3%
Value $9.288M Shares 80,773 Est. Cost $95.60 Unrealized +47.4%
MA MASTERCARD INCORPORATED 0.3%
Value $9.146M Shares 18,305 Est. Cost $373.49 Unrealized +44.3%
ABT ABBOTT LABORATORIES 0.3%
Value $9.137M Shares 88,991 Est. Cost $97.88 Unrealized +17.9%
SYK STRYKER CORPORATION 0.3%
Value $8.822M Shares 26,848 Est. Cost $261.62 Unrealized +39.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value $8.623M Shares 26,902 Est. Cost $276.64 Unrealized +28.4%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value $8.062M Shares 143,179 Est. Cost $57.93 Unrealized +3.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value $7.991M Shares 49,841 Est. Cost $188.53 Unrealized -8.7%
VMC VULCAN MATLS CO 0.3%
Value $7.486M Shares 27,492 Est. Cost $134.76 Unrealized +127.6%
AMAT APPLIED MATLS INC 0.3%
Value $7.479M Shares 21,881 Est. Cost $314.60 Unrealized +3.8%
LLY ELI LILLY & CO 0.3%
Value $7.035M Shares 7,649 Est. Cost $342.02 Unrealized +206.1%
GL GLOBE LIFE INC 0.2%
Value $6.466M Shares 46,461 Est. Cost $90.94 Unrealized +55.9%
TSLA TESLA INC 0.2%
Value $6.216M Shares 16,721 Est. Cost $393.39 Unrealized +8.3%
WMT WALMART INC 0.2%
Value $6.2M Shares 49,889 Est. Cost $55.06 Unrealized +121.7%
AXP AMERICAN EXPRESS CO 0.2%
Value $5.719M Shares 18,908 Est. Cost $139.66 Unrealized +155.0%
VOO VANGUARD INDEX FDS 0.2%
Value $5.244M Shares 8,775 Est. Cost $392.42 Unrealized
AFL AFLAC INC 0.2%
Value $4.974M Shares 45,336 Est. Cost $70.12 Unrealized +58.6%
GLDM WORLD GOLD TR 0.2%
Value $4.59M Shares 49,521 Est. Cost $86.82 Unrealized
MRK MERCK & CO INC 0.2%
Value $4.425M Shares 36,783 Est. Cost $71.10 Unrealized +60.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value $4.162M Shares 14,503 Est. Cost $277.20 Unrealized +7.6%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $3.924M Shares 150,235 Est. Cost $14.10 Unrealized +105.5%
GLD SPDR GOLD TR 0.1%
Value $3.903M Shares 9,070 Est. Cost $224.65 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value $3.883M Shares 66,335 Est. Cost $58.48 Unrealized
GOOG ALPHABET INC 0.1%
Value $3.761M Shares 13,111 Est. Cost $119.79 Unrealized +170.2%
PM PHILIP MORRIS INTL INC 0.1%
Value $3.549M Shares 21,466 Est. Cost $61.53 Unrealized +185.9%
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $3.445M Shares 5,297 Est. Cost $634.77 Unrealized
MOD MODINE MFG CO 0.1%
Value $2.817M Shares 13,000 Est. Cost $83.33 Unrealized +111.8%
MO ALTRIA GROUP INC 0.1%
Value $2.787M Shares 42,241 Est. Cost $32.41 Unrealized +94.5%
PNFP PINNACLE FINL PARTNERS INC 0.1%
Value $2.731M Shares 31,702 Est. Cost $97.40 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value $2.555M Shares 4,426 Est. Cost $450.24 Unrealized
T AT&T INC 0.1%
Value $2.516M Shares 86,777 Est. Cost $16.67 Unrealized +54.5%
MLI MUELLER INDS INC 0.1%
Value $2.438M Shares 22,000 Est. Cost $41.07 Unrealized +202.8%
SHY ISHARES TR 0.1%
Value $2.433M Shares 29,463 Est. Cost $82.55 Unrealized
WELL WELLTOWER INC 0.1%
Value $2.122M Shares 10,731 Est. Cost $59.73 Unrealized +213.0%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $2.022M Shares 2,029 Est. Cost $604.02 Unrealized +59.6%
BK BANK NEW YORK MELLON CORP 0.1%
Value $2.009M Shares 16,936 Est. Cost $51.93 Unrealized +131.4%
WFC WELLS FARGO & CO 0.1%
Value $1.911M Shares 24,003 Est. Cost $47.40 Unrealized +89.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $1.89M Shares 2,770 Est. Cost $101.52 Unrealized +563.6%
WM WASTE MGMT INC DEL 0.1%
Value $1.888M Shares 8,216 Est. Cost $139.81 Unrealized +61.7%
CR CRANE COMPANY 0.1%
Value $1.881M Shares 11,000 Est. Cost $107.01 Unrealized +85.2%
RSG REPUBLIC SVCS INC 0.1%
Value $1.779M Shares 8,123 Est. Cost $115.53 Unrealized +87.5%
GGG GRACO INC 0.1%
Value $1.748M Shares 20,653 Est. Cost $68.02 Unrealized +31.1%
HON HONEYWELL INTL INC 0.1%
Value $1.713M Shares 7,579 Est. Cost $181.81 Unrealized +24.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value $1.677M Shares 12,807 Est. Cost $81.39 Unrealized +48.5%
AON AON PLC 0.1%
Value $1.662M Shares 5,148 Est. Cost $191.78 Unrealized +75.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.609M Shares 11,002 Est. Cost $116.23 Unrealized +32.6%
WTS WATTS WATER TECHNOLOGIES INC 0.1%
Value $1.568M Shares 5,400 Est. Cost $167.02 Unrealized +83.2%
COP CONOCOPHILLIPS 0.1%
Value $1.523M Shares 11,538 Est. Cost $70.26 Unrealized +46.1%
BAC BANK AMERICA CORP 0.1%
Value $1.487M Shares 30,511 Est. Cost $27.55 Unrealized +94.8%
SLV ISHARES SILVER TR 0.1%
Value $1.485M Shares 21,791 Est. Cost $27.54 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $1.474M Shares 4,595 Est. Cost $275.18 Unrealized
IEI ISHARES TR 0.1%
Value $1.469M Shares 12,385 Est. Cost $118.89 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $1.455M Shares 67,195 Est. Cost $8.41 Unrealized
NVS NOVARTIS AG 0.1%
Value $1.446M Shares 9,466 Est. Cost $80.25 Unrealized
GPC GENUINE PARTS CO 0.1%
Value $1.434M Shares 13,556 Est. Cost $106.80 Unrealized +25.0%
TXT TEXTRON INC 0.1%
Value $1.348M Shares 15,400 Est. Cost $77.83 Unrealized +20.8%
OKE ONEOK INC NEW 0.1%
Value $1.343M Shares 14,859 Est. Cost $53.78 Unrealized +46.0%
NEM NEWMONT CORP 0.0%
Value $1.308M Shares 12,080 Est. Cost $41.68 Unrealized +183.4%
GATX GATX CORP 0.0%
Value $1.283M Shares 7,512 Est. Cost $117.46 Unrealized +56.7%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $1.246M Shares 4,222 Est. Cost $117.15 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $1.232M Shares 13,342 Est. Cost $90.78 Unrealized +4.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $1.103M Shares 5,577 Est. Cost $117.21 Unrealized +36.4%
MDLZ MONDELEZ INTL INC 0.0%
Value $1.094M Shares 18,981 Est. Cost $52.93 Unrealized +9.9%
BIL SPDR SERIES TRUST 0.0%
Value $1.088M Shares 11,877 Est. Cost $91.74 Unrealized
BLK BLACKROCK INC 0.0%
Value $1.062M Shares 1,104 Est. Cost $1009.39 Unrealized +8.7%
NFLX NETFLIX INC. 0.0%
Value $1.052M Shares 10,944 Est. Cost $101.95 Unrealized -17.8%
CB CHUBB LTD SWITZ 0.0%
Value $1.044M Shares 3,204 Est. Cost $161.44 Unrealized +95.9%
SMH VANECK ETF TRUST 0.0%
Value $1.042M Shares 2,719 Est. Cost $176.70 Unrealized
RY ROYAL BK CDA 0.0%
Value $1.041M Shares 6,436 Est. Cost $75.51 Unrealized +125.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $1.03M Shares 6,955 Est. Cost $98.00 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $1.021M Shares 13,239 Est. Cost $73.46 Unrealized
ETN EATON CORP PLC 0.0%
Value $1.008M Shares 2,819 Est. Cost $187.20 Unrealized +88.9%
NPO ENPRO INC 0.0%
Value $1.003M Shares 4,000 Est. Cost $140.42 Unrealized +77.8%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value $989K Shares 20,976 Est. Cost $41.41 Unrealized +7.5%
STT STATE STR CORP 0.0%
Value $966K Shares 7,635 Est. Cost $69.30 Unrealized +88.0%
NFG NATIONAL FUEL GAS CO 0.0%
Value $950K Shares 10,108 Est. Cost $56.12 Unrealized +48.9%
VUG VANGUARD INDEX FDS 0.0%
Value $942K Shares 2,157 Est. Cost $372.37 Unrealized
DIS DISNEY WALT CO 0.0%
Value $933K Shares 9,675 Est. Cost $115.29 Unrealized -5.1%
XYL XYLEM INC 0.0%
Value $932K Shares 7,802 Est. Cost $111.42 Unrealized +22.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value $900K Shares 6,770 Est. Cost $151.02 Unrealized
GE GE AEROSPACE 0.0%
Value $891K Shares 3,139 Est. Cost $259.63 Unrealized +22.6%
YUM YUM BRANDS INC 0.0%
Value $848K Shares 5,457 Est. Cost $65.58 Unrealized +140.0%
URI UNITED RENTALS INC 0.0%
Value $823K Shares 1,129 Est. Cost $457.57 Unrealized +92.9%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value $820K Shares 26,047 Est. Cost $36.41 Unrealized -6.3%
BA BOEING CO 0.0%
Value $803K Shares 4,037 Est. Cost $213.15 Unrealized +11.9%
ACA ARCOSA INC 0.0%
Value $796K Shares 7,500 Est. Cost $75.19 Unrealized +56.6%
XLE SELECT SECTOR SPDR TR 0.0%
Value $793K Shares 12,937 Est. Cost $58.69 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $788K Shares 2,295 Est. Cost $206.09 Unrealized +72.0%
IWM ISHARES TR 0.0%
Value $784K Shares 3,161 Est. Cost $219.23 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value $784K Shares 2,439 Est. Cost $185.40 Unrealized +54.7%
REAVES UTIL INCOME FD 0.0%
Value $775K Shares 19,729 Est. Cost $32.41 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $765K Shares 22,803 Est. Cost $21.66 Unrealized +37.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $733K Shares 12,093 Est. Cost $50.89 Unrealized +12.9%
FLS FLOWSERVE CORP 0.0%
Value $724K Shares 9,850 Est. Cost $40.64 Unrealized +98.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $718K Shares 1 Est. Cost $740378.25 Unrealized 0.0%
PTLC PACER FDS TR 0.0%
Value $714K Shares 13,613 Est. Cost $38.27 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $709K Shares 2,469 Est. Cost $217.40 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $708K Shares 6,303 Est. Cost $51.70 Unrealized +88.3%
DVY ISHARES TR 0.0%
Value $707K Shares 4,667 Est. Cost $136.00 Unrealized
IEX IDEX CORP 0.0%
Value $703K Shares 3,707 Est. Cost $195.77 Unrealized +1.7%
GEV GE VERNOVA INC 0.0%
Value $699K Shares 801 Est. Cost $555.63 Unrealized +32.6%
GLW CORNING INC 0.0%
Value $687K Shares 5,051 Est. Cost $111.68 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value $662K Shares 5,857 Est. Cost $103.36 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $660K Shares 3,068 Est. Cost $172.18 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $656K Shares 849 Est. Cost $684.93 Unrealized +12.3%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value $653K Shares 48,396 Est. Cost $11.55 Unrealized -19.3%
ET ENERGY TRANSFER L P 0.0%
Value $653K Shares 33,823 Est. Cost $16.41 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $643K Shares 922 Est. Cost $466.80 Unrealized
INTC INTEL CORP 0.0%
Value $641K Shares 14,516 Est. Cost $32.06 Unrealized +44.8%
CNH CNH INDL N V 0.0%
Value $639K Shares 58,118 Est. Cost $10.95 Unrealized +4.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $627K Shares 3,015 Est. Cost $131.43 Unrealized +71.1%
PSX PHILLIPS 66 0.0%
Value $608K Shares 3,337 Est. Cost $69.12 Unrealized +112.8%
V VISA INC 0.0%
Value $604K Shares 2,000 Est. Cost $229.26 Unrealized +43.6%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $598K Shares 1,015 Est. Cost $289.10 Unrealized +128.6%
D DOMINION ENERGY INC 0.0%
Value $587K Shares 9,490 Est. Cost $55.12 Unrealized +11.8%
GILD GILEAD SCIENCES INC 0.0%
Value $583K Shares 4,184 Est. Cost $74.12 Unrealized +86.7%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $582K Shares 3,120 Est. Cost $105.97 Unrealized +73.6%
HRI HERC HLDGS INC 0.0%
Value $577K Shares 5,800 Est. Cost $125.23 Unrealized +27.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value $573K Shares 6,993 Est. Cost $77.68 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $569K Shares 2,693 Est. Cost $153.30 Unrealized +40.4%
MPC MARATHON PETE CORP 0.0%
Value $553K Shares 2,264 Est. Cost $119.81 Unrealized +54.2%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $553K Shares 10,227 Est. Cost $52.96 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $546K Shares 8,513 Est. Cost $59.92 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $544K Shares 19,536 Est. Cost $31.66 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $526K Shares 1,070 Est. Cost $464.78 Unrealized +23.6%
IDA IDACORP INC 0.0%
Value $523K Shares 3,656 Est. Cost $106.45 Unrealized +26.6%
SONY SONY GROUP CORP 0.0%
Value $521K Shares 25,156 Est. Cost $33.82 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $518K Shares 5,069 Est. Cost $49.51 Unrealized +68.1%
FE FIRSTENERGY CORP 0.0%
Value $517K Shares 10,209 Est. Cost $34.45 Unrealized +36.7%
AD ARRAY DIGITAL INFRASTRUCTURE 0.0%
Value $508K Shares 11,000 Est. Cost $25.48 Unrealized +87.3%
UNP UNION PAC CORP 0.0%
Value $502K Shares 2,068 Est. Cost $216.82 Unrealized +12.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $502K Shares 5,550 Est. Cost $124.31 Unrealized -26.3%
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value $484K Shares 5,250 Est. Cost $90.39 Unrealized
USMV ISHARES TR 0.0%
Value $473K Shares 5,104 Est. Cost $94.16 Unrealized
HAL HALLIBURTON CO 0.0%
Value $466K Shares 11,941 Est. Cost $34.60 Unrealized -3.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $463K Shares 12,242 Est. Cost $26.97 Unrealized
ITT ITT INC 0.0%
Value $458K Shares 2,402 Est. Cost $124.02 Unrealized +53.6%
LRCX LAM RESEARCH CORP 0.0%
Value $455K Shares 2,132 Est. Cost $110.71 Unrealized +104.1%
SCHK SCHWAB STRATEGIC TR 0.0%
Value $451K Shares 14,380 Est. Cost $32.67 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $445K Shares 9,356 Est. Cost $61.59 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $443K Shares 3,992 Est. Cost $101.58 Unrealized
DEO DIAGEO PLC 0.0%
Value $442K Shares 5,934 Est. Cost $118.63 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $440K Shares 3,153 Est. Cost $80.49 Unrealized +82.5%
COF CAPITAL ONE FINL CORP 0.0%
Value $440K Shares 2,412 Est. Cost $110.19 Unrealized +102.6%
VMI VALMONT INDS INC 0.0%
Value $440K Shares 1,100 Est. Cost $243.81 Unrealized +84.0%
AZZ AZZ INC 0.0%
Value $438K Shares 3,500 Est. Cost $77.06 Unrealized +63.8%
EFA ISHARES TR 0.0%
Value $433K Shares 4,463 Est. Cost $96.03 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $431K Shares 1,450 Est. Cost $132.23 Unrealized +116.6%
NUE NUCOR CORP 0.0%
Value $429K Shares 2,537 Est. Cost $95.29 Unrealized +87.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value $428K Shares 1,467 Est. Cost $266.09 Unrealized +8.4%
NDAQ NASDAQ INC 0.0%
Value $427K Shares 5,029 Est. Cost $53.42 Unrealized +71.7%
IDV ISHARES TR 0.0%
Value $422K Shares 9,906 Est. Cost $39.45 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $417K Shares 6,023 Est. Cost $55.16 Unrealized +27.1%
AMGN AMGEN INC 0.0%
Value $416K Shares 1,183 Est. Cost $281.20 Unrealized +24.3%
PBT PERMIAN BASIN RTY TR 0.0%
Value $415K Shares 19,298 Est. Cost $8.92 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $415K Shares 1,487 Est. Cost $283.13 Unrealized +6.4%
DXJ WISDOMTREE TR 0.0%
Value $411K Shares 2,591 Est. Cost $121.92 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $408K Shares 2,813 Est. Cost $127.69 Unrealized
IJH ISHARES TR 0.0%
Value $399K Shares 5,906 Est. Cost $83.12 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $396K Shares 4,989 Est. Cost $27.52 Unrealized +180.4%
GPN GLOBAL PMTS INC 0.0%
Value $393K Shares 5,835 Est. Cost $109.63 Unrealized -31.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $392K Shares 1,927 Est. Cost $141.43 Unrealized +70.3%
MUB ISHARES TR 0.0%
Value $385K Shares 3,629 Est. Cost $107.11 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $384K Shares 1,892 Est. Cost $50.58 Unrealized +307.3%
SHEL SHELL PLC 0.0%
Value $383K Shares 4,115 Est. Cost $68.22 Unrealized
MS MORGAN STANLEY 0.0%
Value $382K Shares 2,321 Est. Cost $83.74 Unrealized +114.6%
TSPA T ROWE PRICE ETF INC 0.0%
Value $378K Shares 9,238 Est. Cost $38.89 Unrealized
ROST ROSS STORES INC 0.0%
Value $377K Shares 1,739 Est. Cost $146.96 Unrealized +30.9%
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $372K Shares 1,281 Est. Cost $217.37 Unrealized +24.9%
VDE VANGUARD WORLD FD 0.0%
Value $370K Shares 2,141 Est. Cost $121.37 Unrealized
TRN TRINITY INDS INC 0.0%
Value $370K Shares 11,500 Est. Cost $27.14 Unrealized +10.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $369K Shares 1,068 Est. Cost $234.00 Unrealized +46.6%
GFF GRIFFON CORP 0.0%
Value $363K Shares 5,000 Est. Cost $65.09 Unrealized +30.6%
PRA PROASSURANCE CORP 0.0%
Value $361K Shares 14,619 Est. Cost $34.46 Unrealized -29.5%
IHI ISHARES TR 0.0%
Value $354K Shares 6,630 Est. Cost $113.78 Unrealized
MMM 3M CO 0.0%
Value $354K Shares 2,435 Est. Cost $149.46 Unrealized +9.7%
SLB SLB LIMITED 0.0%
Value $349K Shares 6,784 Est. Cost $45.32 Unrealized +6.6%
QQQ INVESCO QQQ TR 0.0%
Value $346K Shares 600 Est. Cost $450.24 Unrealized
UL UNILEVER PLC 0.0%
Value $340K Shares 5,966 Est. Cost $65.40 Unrealized
POST POST HLDGS INC 0.0%
Value $336K Shares 3,400 Est. Cost $104.08 Unrealized -1.2%
LOW LOWES COS INC 0.0%
Value $334K Shares 1,413 Est. Cost $249.49 Unrealized +8.8%
TECK TECK RESOURCES LTD 0.0%
Value $324K Shares 6,266 Est. Cost $36.09 Unrealized +52.4%
IAU ISHARES GOLD TR 0.0%
Value $324K Shares 3,675 Est. Cost $81.17 Unrealized
ALL ALLSTATE CORP 0.0%
Value $319K Shares 1,539 Est. Cost $175.12 Unrealized +15.9%
FBK FB FINL CORP 0.0%
Value $318K Shares 6,127 Est. Cost $50.36 Unrealized +16.4%
CMCSA COMCAST CORP NEW 0.0%
Value $318K Shares 11,062 Est. Cost $33.95 Unrealized -12.2%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value $311K Shares 3,600 Est. Cost $73.31 Unrealized +30.5%
SBUX STARBUCKS CORP 0.0%
Value $310K Shares 3,455 Est. Cost $75.16 Unrealized +24.6%
TER TERADYNE INC 0.0%
Value $306K Shares 1,033 Est. Cost $265.87 Unrealized 0.0%
GDX VANECK ETF TRUST 0.0%
Value $303K Shares 3,302 Est. Cost $52.06 Unrealized
IJR ISHARES TR 0.0%
Value $296K Shares 2,382 Est. Cost $112.88 Unrealized
OEF ISHARES TR 0.0%
Value $293K Shares 920 Est. Cost $257.80 Unrealized
LIN LINDE PLC 0.0%
Value $289K Shares 583 Est. Cost $470.63 Unrealized -2.3%
MGK VANGUARD WORLD FD 0.0%
Value $283K Shares 769 Est. Cost $324.16 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $281K Shares 1,013 Est. Cost $291.22 Unrealized +4.2%
VXF VANGUARD INDEX FDS 0.0%
Value $281K Shares 1,365 Est. Cost $172.98 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $280K Shares 25,346 Est. Cost $12.57 Unrealized -4.3%
CLX CLOROX CO DEL 0.0%
Value $276K Shares 2,664 Est. Cost $150.06 Unrealized -23.8%
AEE AMEREN CORP 0.0%
Value $269K Shares 2,450 Est. Cost $77.21 Unrealized +35.5%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $269K Shares 12,758 Est. Cost $21.10 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $269K Shares 4,287 Est. Cost $80.39 Unrealized +6.8%
VTV VANGUARD INDEX FDS 0.0%
Value $262K Shares 1,336 Est. Cost $162.86 Unrealized
ACIC AMERICAN COASTAL INS CORP 0.0%
Value $262K Shares 23,288 Est. Cost $3.79 Unrealized +193.9%
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $261K Shares 2,227 Est. Cost $73.52 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $259K Shares 8,499 Est. Cost $25.98 Unrealized +30.1%
FDX FEDEX CORP 0.0%
Value $259K Shares 728 Est. Cost $261.56 Unrealized +29.6%
KRYS KRYSTAL BIOTECH INC 0.0%
Value $258K Shares 1,000 Est. Cost $272.40 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value $255K Shares 3,552 Est. Cost $63.88 Unrealized +5.8%
SMBK SMARTFINANCIAL INC 0.0%
Value $254K Shares 6,499 Est. Cost $33.09 Unrealized +21.3%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $253K Shares 4,465 Est. Cost $57.96 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $251K Shares 2,118 Est. Cost $98.12 Unrealized +50.5%
CHE CHEMED CORP NEW 0.0%
Value $249K Shares 660 Est. Cost $586.22 Unrealized -23.1%
CTVA CORTEVA INC 0.0%
Value $249K Shares 2,970 Est. Cost $72.77 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $244K Shares 1,003 Est. Cost $289.87 Unrealized 0.0%
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value $244K Shares 9,993 Est. Cost $23.65 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $240K Shares 9,378 Est. Cost $35.62 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $239K Shares 519 Est. Cost $481.01 Unrealized +8.3%
IWR ISHARES TR 0.0%
Value $239K Shares 2,458 Est. Cost $92.19 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $238K Shares 705 Est. Cost $337.95 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $234K Shares 1,941 Est. Cost $110.74 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $234K Shares 599 Est. Cost $453.18 Unrealized -4.9%
CRM SALESFORCE INC 0.0%
Value $234K Shares 1,251 Est. Cost $241.30 Unrealized -10.6%
PPG PPG INDS INC 0.0%
Value $233K Shares 2,181 Est. Cost $78.06 Unrealized +49.7%
MCK MCKESSON CORP 0.0%
Value $233K Shares 269 Est. Cost $815.57 Unrealized +7.3%
SHOP SHOPIFY INC 0.0%
Value $232K Shares 1,957 Est. Cost $160.56 Unrealized -15.0%
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value $232K Shares 3,643 Est. Cost $53.22 Unrealized +30.1%
IWF ISHARES TR 0.0%
Value $232K Shares 543 Est. Cost $426.40 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $230K Shares 893 Est. Cost $247.25 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $230K Shares 1,660 Est. Cost $128.92 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value $228K Shares 49,222 Est. Cost $7.00 Unrealized
HUBB HUBBELL INC 0.0%
Value $228K Shares 464 Est. Cost $428.19 Unrealized +15.7%
USB US BANCORP 0.0%
Value $227K Shares 4,367 Est. Cost $46.35 Unrealized +22.2%
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value $227K Shares 1,933 Est. Cost $99.94 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value $225K Shares 860 Est. Cost $237.10 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $224K Shares 3,076 Est. Cost $65.64 Unrealized 0.0%
CXT CRANE NXT CO 0.0%
Value $223K Shares 5,500 Est. Cost $53.27 Unrealized -3.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $219K Shares 3,950 Est. Cost $57.23 Unrealized
PCAR PACCAR INC 0.0%
Value $219K Shares 1,896 Est. Cost $56.49 Unrealized +117.7%
CASY CASEYS GEN STORES INC 0.0%
Value $218K Shares 300 Est. Cost $631.07 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $216K Shares 830 Est. Cost $257.33 Unrealized +6.2%
FCX FREEPORT MCMORAN INC 0.0%
Value $215K Shares 3,651 Est. Cost $61.12 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value $213K Shares 2,601 Est. Cost $77.26 Unrealized 0.0%
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $212K Shares 4,018 Est. Cost $65.51 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $208K Shares 13,292 Est. Cost $17.89 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value $208K Shares 1,833 Est. Cost $103.64 Unrealized +12.1%
IP INTERNATIONAL PAPER CO 0.0%
Value $207K Shares 5,804 Est. Cost $30.68 Unrealized +42.7%
MWA MUELLER WTR PRODS INC 0.0%
Value $206K Shares 7,511 Est. Cost $27.45 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $206K Shares 6,724 Est. Cost $30.68 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $202K Shares 2,517 Est. Cost $90.43 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $167K Shares 11,076 Est. Cost $12.58 Unrealized +29.7%
CRT CROSS TIMBERS RTY TR 0.0%
Value $157K Shares 14,852 Est. Cost $10.58 Unrealized
SJT SAN JUAN BASIN RTY TR 0.0%
Value $144K Shares 30,008 Est. Cost $5.33 Unrealized
ZDGE ZEDGE INC 0.0%
Value $134K Shares 45,671 Est. Cost $3.28 Unrealized +2.4%
ABEV AMBEV SA 0.0%
Value $132K Shares 45,191 Est. Cost $2.24 Unrealized
AGNC AGNC INVT CORP 0.0%
Value $101K Shares 10,064 Est. Cost $10.03 Unrealized
MARPS MARINE PETE TR 0.0%
Value $84,567 Shares 15,956 Est. Cost $5.30 Unrealized
KSCP KNIGHTSCOPE INC 0.0%
Value $83,400 Shares 20,000 Est. Cost $3.90 Unrealized 0.0%
MTR MESA RTY TR 0.0%
Value $79,559 Shares 16,370 Est. Cost $6.01 Unrealized
BITF BITFARMS LTD 0.0%
Value $63,843 Shares 32,740 Est. Cost $1.02 Unrealized +140.5%
GTN GRAY MEDIA INC 0.0%
Value $53,682 Shares 12,369 Est. Cost $3.93 Unrealized +16.2%
UROY URANIUM RTY CORP 0.0%
Value $51,502 Shares 14,110 Est. Cost $2.14 Unrealized +102.1%
WWR WESTWATER RES INC 0.0%
Value $15,010 Shares 22,954 Est. Cost $1.25 Unrealized -20.4%
CTM CASTELLUM INC 0.0%
Value $5,895 Shares 10,000 Est. Cost $1.07 Unrealized -11.3%