IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 18, 2022

Total Value ($000): $408,626 (100.0% shares, 0.0% debt)

Holdings (323)

SCHX SCHWAB STRATEGIC TR 7.3%
Value ($000) $29,870 Shares 668,842 Est. Cost $60.60 Unrealized
INVESCO EXCH TRD SLF IDX FD 5.5%
Value ($000) $22,567 Shares 1,077,165 Est. Cost $21.41 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.5%
Value ($000) $18,569 Shares 895,306 Est. Cost $21.10 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.2%
Value ($000) $13,193 Shares 575,115 Est. Cost $25.25 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.1%
Value ($000) $12,521 Shares 590,880 Est. Cost $21.29 Unrealized
SCHB SCHWAB STRATEGIC TR 3.0%
Value ($000) $12,321 Shares 278,820 Est. Cost $58.28 Unrealized
BAC BK OF AMERICA CORP 2.9%
Value ($000) $11,754 Shares 377,563 Est. Cost $19.17 Unrealized +70.7%
BKLN INVESCO EXCH TRADED FD TR II 2.8%
Value ($000) $11,611 Shares 572,837 Est. Cost $22.01 Unrealized
SCHM SCHWAB STRATEGIC TR 2.3%
Value ($000) $9,538 Shares 152,055 Est. Cost $53.32 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 2.1%
Value ($000) $8,395 Shares 385,261 Est. Cost $21.79 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.0%
Value ($000) $8,228 Shares 373,161 Est. Cost $23.16 Unrealized
SCHA SCHWAB STRATEGIC TR 1.7%
Value ($000) $6,828 Shares 175,122 Est. Cost $55.08 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $6,551 Shares 25,508 Est. Cost $121.07 Unrealized +117.6%
AAPL APPLE INC 1.5%
Value ($000) $6,323 Shares 46,245 Est. Cost $95.43 Unrealized +55.8%
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $5,902 Shares 187,655 Est. Cost $32.16 Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $5,834 Shares 40,574 Est. Cost $137.02 Unrealized +0.2%
DHR DANAHER CORPORATION 1.3%
Value ($000) $5,248 Shares 20,700 Est. Cost $226.23 Unrealized 0.0%
VLO VALERO ENERGY CORP 1.2%
Value ($000) $5,092 Shares 47,909 Est. Cost $41.80 Unrealized +153.4%
ISHARES TR 1.1%
Value ($000) $4,580 Shares 185,421 Est. Cost $26.18 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $4,374 Shares 41,180 Est. Cost $123.79 Unrealized +1.1%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $4,177 Shares 37,096 Est. Cost $102.28 Unrealized +10.5%
ACTIVISION BLIZZARD INC 1.0%
Value ($000) $3,903 Shares 50,123 Est. Cost $77.87 Unrealized
AEROJET ROCKETDYNE HLDGS INC 0.9%
Value ($000) $3,819 Shares 94,063 Est. Cost $39.33 Unrealized
DDOG DATADOG INC 0.9%
Value ($000) $3,806 Shares 39,965 Est. Cost $71.74 Unrealized +53.2%
FAST FASTENAL CO 0.9%
Value ($000) $3,711 Shares 74,344 Est. Cost $24.63 Unrealized 0.0%
SPLUNK INC 0.9%
Value ($000) $3,709 Shares 41,931 Est. Cost $122.79 Unrealized
PFF ISHARES TR 0.9%
Value ($000) $3,612 Shares 109,851 Est. Cost $38.45 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $3,409 Shares 197,871 Est. Cost $20.26 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $3,359 Shares 64,069 Est. Cost $26.09 Unrealized +60.9%
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,332 Shares 57,455 Est. Cost $67.87 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.8%
Value ($000) $3,278 Shares 11,150 Est. Cost $348.20 Unrealized 0.0%
OMF ONEMAIN HLDGS INC 0.8%
Value ($000) $3,224 Shares 86,260 Est. Cost $49.25 Unrealized -12.3%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $3,123 Shares 18,530 Est. Cost $72.18 Unrealized +150.9%
PIONEER NAT RES CO 0.8%
Value ($000) $3,116 Shares 13,969 Est. Cost $132.64 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $3,067 Shares 33,635 Est. Cost $63.17 Unrealized +25.4%
AES AES CORP 0.7%
Value ($000) $3,062 Shares 145,723 Est. Cost $12.46 Unrealized +51.1%
META META PLATFORMS INC 0.7%
Value ($000) $3,049 Shares 18,911 Est. Cost $210.40 Unrealized -8.9%
MU MICRON TECHNOLOGY INC 0.7%
Value ($000) $3,036 Shares 54,928 Est. Cost $55.52 Unrealized +19.8%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,926 Shares 5,696 Est. Cost $245.22 Unrealized +92.1%
KMI KINDER MORGAN INC DEL 0.7%
Value ($000) $2,924 Shares 174,473 Est. Cost $14.21 Unrealized +7.8%
EFAV ISHARES TR 0.7%
Value ($000) $2,906 Shares 45,898 Est. Cost $70.86 Unrealized
EVH EVOLENT HEALTH INC 0.7%
Value ($000) $2,854 Shares 92,945 Est. Cost $14.47 Unrealized +101.4%
TGT TARGET CORP 0.7%
Value ($000) $2,777 Shares 19,666 Est. Cost $138.38 Unrealized +23.0%
LITE LUMENTUM HLDGS INC 0.7%
Value ($000) $2,701 Shares 34,003 Est. Cost $59.02 Unrealized +44.7%
INGR INGREDION INC 0.7%
Value ($000) $2,687 Shares 30,483 Est. Cost $82.63 Unrealized +8.4%
FOUR SHIFT4 PMTS INC 0.6%
Value ($000) $2,632 Shares 79,598 Est. Cost $58.43 Unrealized -19.2%
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,622 Shares 28,293 Est. Cost $57.10 Unrealized +50.4%
DXC DXC TECHNOLOGY CO 0.6%
Value ($000) $2,545 Shares 83,964 Est. Cost $26.75 Unrealized +16.0%
RGEN REPLIGEN CORP 0.6%
Value ($000) $2,528 Shares 15,564 Est. Cost $109.34 Unrealized +44.6%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $2,500 Shares 10,520 Est. Cost $200.78 Unrealized +26.5%
IVV ISHARES TR 0.6%
Value ($000) $2,422 Shares 6,389 Est. Cost $199.72 Unrealized
C CITIGROUP INC 0.6%
Value ($000) $2,404 Shares 52,279 Est. Cost $55.75 Unrealized -21.5%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,396 Shares 15,806 Est. Cost $17.05 Unrealized +10.5%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,362 Shares 16,314 Est. Cost $86.54 Unrealized +64.9%
CTAS CINTAS CORP 0.6%
Value ($000) $2,353 Shares 6,300 Est. Cost $94.28 Unrealized 0.0%
V VISA INC 0.6%
Value ($000) $2,353 Shares 11,950 Est. Cost $137.36 Unrealized +46.4%
REGN REGENERON PHARMACEUTICALS 0.6%
Value ($000) $2,321 Shares 3,926 Est. Cost $396.68 Unrealized +63.0%
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $2,220 Shares 21,306 Est. Cost $140.98 Unrealized -18.8%
ENVESTNET INC 0.5%
Value ($000) $2,161 Shares 40,950 Est. Cost $63.80 Unrealized
VSAT VIASAT INC 0.5%
Value ($000) $2,116 Shares 69,085 Est. Cost $48.44 Unrealized -20.1%
TDS TELEPHONE & DATA SYS INC 0.5%
Value ($000) $2,084 Shares 131,973 Est. Cost $20.56 Unrealized -13.1%
ABBV ABBVIE INC 0.5%
Value ($000) $2,063 Shares 13,472 Est. Cost $51.41 Unrealized +160.9%
MP MP MATERIALS CORP 0.5%
Value ($000) $2,000 Shares 62,343 Est. Cost $33.36 Unrealized +21.0%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $1,998 Shares 9,956 Est. Cost $281.94 Unrealized -16.8%
DKNG DRAFTKINGS INC NEW 0.5%
Value ($000) $1,962 Shares 168,135 Est. Cost $14.08 Unrealized 0.0%
DOCU DOCUSIGN INC 0.5%
Value ($000) $1,926 Shares 33,568 Est. Cost $181.69 Unrealized -55.4%
MTZ MASTEC INC 0.5%
Value ($000) $1,864 Shares 26,018 Est. Cost $51.03 Unrealized +52.8%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $1,785 Shares 2,803 Est. Cost $1198.27 Unrealized -27.3%
LOW LOWES COS INC 0.4%
Value ($000) $1,758 Shares 10,065 Est. Cost $158.48 Unrealized +13.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,755 Shares 9,888 Est. Cost $157.55 Unrealized +1.5%
SBNY SIGNATURE BK NEW YORK N Y 0.4%
Value ($000) $1,753 Shares 9,780 Est. Cost $179.24 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,749 Shares 31,309 Est. Cost $50.61 Unrealized +13.5%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,742 Shares 19,405 Est. Cost $83.19 Unrealized +8.6%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,698 Shares 7,024 Est. Cost $183.52 Unrealized +21.8%
CRSP CRISPR THERAPEUTICS AG 0.4%
Value ($000) $1,695 Shares 27,895 Est. Cost $65.07 Unrealized -9.7%
GLDD GREAT LAKES DREDGE & DOCK CO 0.4%
Value ($000) $1,684 Shares 128,439 Est. Cost $10.45 Unrealized +35.8%
GWW GRAINGER W W INC 0.4%
Value ($000) $1,591 Shares 3,500 Est. Cost $469.42 Unrealized 0.0%
AZTA AZENTA INC 0.4%
Value ($000) $1,588 Shares 22,023 Est. Cost $32.22 Unrealized +132.0%
CRM SALESFORCE INC 0.4%
Value ($000) $1,570 Shares 9,515 Est. Cost $174.30 Unrealized +0.2%
WMT WALMART INC 0.4%
Value ($000) $1,536 Shares 12,635 Est. Cost $43.80 Unrealized +0.5%
IWV ISHARES TR 0.4%
Value ($000) $1,484 Shares 6,826 Est. Cost $124.02 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,411 Shares 37,858 Est. Cost $32.06 Unrealized +26.9%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $1,401 Shares 39,282 Est. Cost $26.97 Unrealized +38.3%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,381 Shares 7,580 Est. Cost $182.99 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $1,339 Shares 6,357 Est. Cost $245.89 Unrealized 0.0%
CURO GROUP HOLDINGS CORP 0.3%
Value ($000) $1,302 Shares 235,472 Est. Cost $16.01 Unrealized
AVEM AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,280 Shares 24,602 Est. Cost $62.40 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,266 Shares 18,134 Est. Cost $204.35 Unrealized -57.6%
ONTO ONTO INNOVATION INC 0.3%
Value ($000) $1,255 Shares 18,002 Est. Cost $34.27 Unrealized +115.9%
LAREDO PETROLEUM INC 0.3%
Value ($000) $1,207 Shares 17,503 Est. Cost $68.96 Unrealized
EXAS EXACT SCIENCES CORP 0.3%
Value ($000) $1,158 Shares 29,387 Est. Cost $86.60 Unrealized -38.3%
IIPR INNOVATIVE INDL PPTYS INC 0.3%
Value ($000) $1,124 Shares 10,232 Est. Cost $118.76 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,116 Shares 22,686 Est. Cost $50.97 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $879 Shares 4,766 Est. Cost $188.70 Unrealized +35.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $828 Shares 8,776 Est. Cost $106.51 Unrealized +1.8%
PSTG PURE STORAGE INC 0.2%
Value ($000) $815 Shares 31,700 Est. Cost $27.67 Unrealized 0.0%
DE DEERE & CO 0.2%
Value ($000) $754 Shares 2,518 Est. Cost $85.31 Unrealized +309.9%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $747 Shares 10,564 Est. Cost $49.12 Unrealized +41.4%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $741 Shares 23,740 Est. Cost $32.10 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $739 Shares 339 Est. Cost $116.36 Unrealized +0.4%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $735 Shares 3,500 Est. Cost $202.51 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $714 Shares 1,893 Est. Cost $181.75 Unrealized
MDB MONGODB INC 0.2%
Value ($000) $675 Shares 2,600 Est. Cost $312.62 Unrealized 0.0%
FTV FORTIVE CORP 0.2%
Value ($000) $650 Shares 11,960 Est. Cost $43.54 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $625 Shares 8,178 Est. Cost $70.21 Unrealized +0.2%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $595 Shares 9,531 Est. Cost $42.86 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC 0.1%
Value ($000) $583 Shares 5,400 Est. Cost $132.47 Unrealized 0.0%
IEI ISHARES TR 0.1%
Value ($000) $526 Shares 4,410 Est. Cost $126.02 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $526 Shares 1,438 Est. Cost $402.48 Unrealized +1.1%
TREX TREX CO INC 0.1%
Value ($000) $522 Shares 9,600 Est. Cost $60.33 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $504 Shares 8,012 Est. Cost $51.86 Unrealized +9.5%
ECL ECOLAB INC 0.1%
Value ($000) $484 Shares 3,150 Est. Cost $158.99 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $472 Shares 1,684 Est. Cost $228.99 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $450 Shares 4,620 Est. Cost $106.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $445 Shares 5,782 Est. Cost $33.83 Unrealized +92.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $438 Shares 2,600 Est. Cost $118.75 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $432 Shares 1,575 Est. Cost $269.01 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $429 Shares 2,150 Est. Cost $211.86 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value ($000) $427 Shares 5,160 Est. Cost $86.68 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $406 Shares 642 Est. Cost $43.02 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $402 Shares 1,777 Est. Cost $190.24 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $398 Shares 2,000 Est. Cost $225.90 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $385 Shares 2,724 Est. Cost $115.79 Unrealized +1.5%
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $378 Shares 7,106 Est. Cost $42.22 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $365 Shares 4,353 Est. Cost $55.21 Unrealized
PODD INSULET CORP 0.1%
Value ($000) $335 Shares 1,535 Est. Cost $227.31 Unrealized 0.0%
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $328 Shares 25,000 Est. Cost $16.54 Unrealized -12.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $319 Shares 1,011 Est. Cost $116.86 Unrealized +188.6%
KMX CARMAX INC 0.1%
Value ($000) $271 Shares 3,000 Est. Cost $94.04 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $265 Shares 1,592 Est. Cost $82.82 Unrealized +80.9%
ABT ABBOTT LABS 0.1%
Value ($000) $265 Shares 2,441 Est. Cost $65.77 Unrealized +61.3%
BA BOEING CO 0.1%
Value ($000) $254 Shares 1,856 Est. Cost $249.01 Unrealized -40.8%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $239 Shares 4,287 Est. Cost $57.92 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $239 Shares 3,702 Est. Cost $59.82 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $230 Shares 1,496 Est. Cost $87.28 Unrealized +73.0%
T AT&T INC 0.1%
Value ($000) $216 Shares 10,293 Est. Cost $11.68 Unrealized +39.5%
EVRG EVERGY INC 0.1%
Value ($000) $215 Shares 3,289 Est. Cost $40.03 Unrealized +45.5%
FLAGSTAR BANCORP INC 0.1%
Value ($000) $215 Shares 6,059 Est. Cost $45.06 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $205 Shares 4,042 Est. Cost $34.19 Unrealized +17.3%
WDAY WORKDAY INC 0.0%
Value ($000) $202 Shares 1,450 Est. Cost $181.69 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $199 Shares 910 Est. Cost $143.42 Unrealized
HELE HELEN OF TROY LTD 0.0%
Value ($000) $195 Shares 1,201 Est. Cost $91.18 Unrealized +106.8%
FHI FEDERATED HERMES INC 0.0%
Value ($000) $181 Shares 5,683 Est. Cost $21.58 Unrealized +26.2%
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value ($000) $181 Shares 4,000 Est. Cost $35.50 Unrealized +28.4%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $172 Shares 5,555 Est. Cost $32.45 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $170 Shares 2,012 Est. Cost $59.18 Unrealized +40.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $170 Shares 664 Est. Cost $153.56 Unrealized +44.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $154 Shares 3,200 Est. Cost $30.19 Unrealized +38.0%
FDX FEDEX CORP 0.0%
Value ($000) $152 Shares 671 Est. Cost $157.38 Unrealized +25.0%
SEB SEABOARD CORP DEL 0.0%
Value ($000) $151 Shares 39 Est. Cost $3957.56 Unrealized +1.0%
MS MORGAN STANLEY 0.0%
Value ($000) $150 Shares 1,966 Est. Cost $42.01 Unrealized +72.4%
DY DYCOM INDS INC 0.0%
Value ($000) $146 Shares 1,567 Est. Cost $84.87 Unrealized +5.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $143 Shares 595 Est. Cost $216.30 Unrealized +2.1%
UHT UNIVERSAL HEALTH RLTY INCOME 0.0%
Value ($000) $141 Shares 2,650 Est. Cost $64.09 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $141 Shares 1,821 Est. Cost $35.66 Unrealized +120.1%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $135 Shares 1,900 Est. Cost $81.79 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $131 Shares 3,350 Est. Cost $28.37 Unrealized +35.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $128 Shares 5,240 Est. Cost $26.74 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $126 Shares 1,025 Est. Cost $89.06 Unrealized +47.9%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $124 Shares 1,906 Est. Cost $49.94 Unrealized +13.0%
AMGN AMGEN INC 0.0%
Value ($000) $117 Shares 479 Est. Cost $140.20 Unrealized +55.9%
UNP UNION PAC CORP 0.0%
Value ($000) $111 Shares 520 Est. Cost $160.80 Unrealized +29.8%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $111 Shares 1,000 Est. Cost $105.17 Unrealized +16.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $108 Shares 845 Est. Cost $58.22 Unrealized +114.5%
TSLA TESLA INC 0.0%
Value ($000) $104 Shares 155 Est. Cost $45.36 Unrealized +501.8%
WELLS FARGO CO NEW 0.0%
Value ($000) $103 Shares 85 Est. Cost $1494.12 Unrealized
BK OF AMERICA CORP 0.0%
Value ($000) $102 Shares 85 Est. Cost $1447.06 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $99 Shares 399 Est. Cost $141.88 Unrealized +59.5%
EQBK EQUITY BANCSHARES INC 0.0%
Value ($000) $94 Shares 3,220 Est. Cost $31.77 Unrealized -6.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $94 Shares 732 Est. Cost $117.74 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $93 Shares 1,961 Est. Cost $40.89 Unrealized -0.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $93 Shares 1,062 Est. Cost $62.31 Unrealized +27.6%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $92 Shares 192 Est. Cost $216.65 Unrealized +123.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $89 Shares 1,110 Est. Cost $54.60 Unrealized +31.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $83 Shares 874 Est. Cost $90.30 Unrealized +55.5%
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $82 Shares 2,625 Est. Cost $29.71 Unrealized
HEARTLAND FINL USA INC 0.0%
Value ($000) $82 Shares 1,962 Est. Cost $47.91 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 4,000 Est. Cost $18.43 Unrealized
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $78 Shares 4,194 Est. Cost $21.33 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $76 Shares 451 Est. Cost $71.14 Unrealized +127.5%
IEFA ISHARES TR 0.0%
Value ($000) $70 Shares 1,182 Est. Cost $60.25 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $59 Shares 6,250 Est. Cost $15.07 Unrealized -21.4%
DFE WISDOMTREE TR 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $61.74 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $54 Shares 225 Est. Cost $263.17 Unrealized 0.0%
WESTROCK CO 0.0%
Value ($000) $52 Shares 1,311 Est. Cost $57.21 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $52 Shares 24 Est. Cost $97.09 Unrealized +20.8%
POOL POOL CORP 0.0%
Value ($000) $52 Shares 149 Est. Cost $349.21 Unrealized +8.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $49 Shares 946 Est. Cost $45.11 Unrealized +16.7%
MORN MORNINGSTAR INC 0.0%
Value ($000) $48 Shares 200 Est. Cost $252.01 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $47 Shares 452 Est. Cost $102.24 Unrealized +12.3%
NTR NUTRIEN LTD 0.0%
Value ($000) $47 Shares 592 Est. Cost $37.68 Unrealized +129.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $46 Shares 829 Est. Cost $22.52 Unrealized +142.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $44 Shares 350 Est. Cost $174.29 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $43 Shares 1,092 Est. Cost $44.13 Unrealized -4.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $41 Shares 739 Est. Cost $35.38 Unrealized +51.0%
HANESBRANDS INC 0.0%
Value ($000) $39 Shares 3,752 Est. Cost $21.93 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $38 Shares 786 Est. Cost $40.56 Unrealized +4.3%
VOC VOC ENERGY TR 0.0%
Value ($000) $37 Shares 5,800 Est. Cost $4.66 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $37 Shares 1,670 Est. Cost $26.35 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $36 Shares 558 Est. Cost $62.81 Unrealized -24.3%
IJR ISHARES TR 0.0%
Value ($000) $35 Shares 383 Est. Cost $84.59 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 800 Est. Cost $41.48 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $35 Shares 118 Est. Cost $309.80 Unrealized +7.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $35 Shares 368 Est. Cost $70.73 Unrealized +22.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $34 Shares 78 Est. Cost $302.44 Unrealized +31.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $34 Shares 1,073 Est. Cost $30.42 Unrealized +13.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $34 Shares 237 Est. Cost $106.20 Unrealized +28.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $33 Shares 2,489 Est. Cost $18.55 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $33 Shares 330 Est. Cost $87.97 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $31 Shares 431 Est. Cost $32.85 Unrealized +95.7%
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $30 Shares 257 Est. Cost $124.76 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $30 Shares 175 Est. Cost $168.55 Unrealized -1.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $28 Shares 300 Est. Cost $101.74 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $28 Shares 468 Est. Cost $31.35 Unrealized +101.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $27 Shares 693 Est. Cost $46.98 Unrealized -15.0%
F FORD MTR CO DEL 0.0%
Value ($000) $27 Shares 2,439 Est. Cost $8.58 Unrealized +23.0%
HSY HERSHEY CO 0.0%
Value ($000) $27 Shares 125 Est. Cost $130.99 Unrealized +51.7%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $27 Shares 232 Est. Cost $149.13 Unrealized -22.2%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $26 Shares 399 Est. Cost $46.92 Unrealized +17.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $26 Shares 142 Est. Cost $87.91 Unrealized +74.4%
ORCL ORACLE CORP 0.0%
Value ($000) $23 Shares 328 Est. Cost $63.77 Unrealized +9.5%
L LOEWS CORP 0.0%
Value ($000) $22 Shares 375 Est. Cost $39.41 Unrealized +57.6%
ETN EATON CORP PLC 0.0%
Value ($000) $21 Shares 165 Est. Cost $67.05 Unrealized +97.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $21 Shares 90 Est. Cost $151.89 Unrealized +50.4%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 781 Est. Cost $24.43 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 1,791 Est. Cost $10.83 Unrealized -0.1%
AVGO BROADCOM INC 0.0%
Value ($000) $20 Shares 42 Est. Cost $20.59 Unrealized +154.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $19 Shares 211 Est. Cost $51.80 Unrealized +73.6%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $19 Shares 400 Est. Cost $34.55 Unrealized +33.1%
FSK FS KKR CAP CORP 0.0%
Value ($000) $18 Shares 950 Est. Cost $11.05 Unrealized +10.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $18 Shares 190 Est. Cost $113.80 Unrealized -15.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $18 Shares 75 Est. Cost $206.36 Unrealized +6.1%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $17 Shares 800 Est. Cost $10.39 Unrealized +88.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $17 Shares 315 Est. Cost $55.11 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $17 Shares 346 Est. Cost $63.58 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $17 Shares 80 Est. Cost $111.68 Unrealized +90.3%
RNG RINGCENTRAL INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $75.88 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $16 Shares 88 Est. Cost $127.20 Unrealized +41.3%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $15 Shares 1,584 Est. Cost $8.18 Unrealized -6.9%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $86.00 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $15 Shares 227 Est. Cost $17.95 Unrealized +7.4%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $15 Shares 838 Est. Cost $42.49 Unrealized -44.2%
INTC INTEL CORP 0.0%
Value ($000) $14 Shares 375 Est. Cost $46.85 Unrealized -13.3%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $14 Shares 500 Est. Cost $39.18 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $14 Shares 120 Est. Cost $56.44 Unrealized +118.6%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 200 Est. Cost $55.00 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $14 Shares 218 Est. Cost $79.47 Unrealized -18.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $14 Shares 165 Est. Cost $53.50 Unrealized +48.7%
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $48.48 Unrealized +67.5%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $13 Shares 86 Est. Cost $97.96 Unrealized +65.3%
QUAL ISHARES TR 0.0%
Value ($000) $13 Shares 119 Est. Cost $134.09 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $13 Shares 27 Est. Cost $432.80 Unrealized 0.0%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $12 Shares 149 Est. Cost $53.69 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $12 Shares 121 Est. Cost $54.61 Unrealized +62.1%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 195 Est. Cost $59.64 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $12 Shares 43 Est. Cost $139.31 Unrealized +104.3%
TIP ISHARES TR 0.0%
Value ($000) $12 Shares 106 Est. Cost $112.75 Unrealized
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $11 Shares 250 Est. Cost $193.55 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $10 Shares 200 Est. Cost $69.63 Unrealized -25.6%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $10 Shares 43 Est. Cost $186.05 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $52.23 Unrealized -49.2%
PERFICIENT INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $130.00 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $9 Shares 26 Est. Cost $337.41 Unrealized +2.4%
GKOS GLAUKOS CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $46.16 Unrealized +2.8%
ICLR ICON PLC 0.0%
Value ($000) $8 Shares 39 Est. Cost $124.66 Unrealized +79.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $48.29 Unrealized +114.0%
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $8 Shares 207 Est. Cost $13.82 Unrealized +190.7%
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.78 Unrealized +10.1%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $8 Shares 55 Est. Cost $148.26 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $7 Shares 62 Est. Cost $107.29 Unrealized
VIRT VIRTU FINL INC 0.0%
Value ($000) $7 Shares 306 Est. Cost $25.08 Unrealized +14.1%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $7.70 Unrealized -37.2%
GSK PLC 0.0%
Value ($000) $7 Shares 156 Est. Cost $40.55 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $206.05 Unrealized +97.9%
CB CHUBB LIMITED 0.0%
Value ($000) $7 Shares 37 Est. Cost $116.65 Unrealized +68.3%
NVCR NOVOCURE LTD 0.0%
Value ($000) $7 Shares 100 Est. Cost $100.38 Unrealized -25.0%
AGZ ISHARES TR 0.0%
Value ($000) $6 Shares 53 Est. Cost $113.21 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $6 Shares 142 Est. Cost $19.78 Unrealized +78.1%
ABNB AIRBNB INC 0.0%
Value ($000) $6 Shares 71 Est. Cost $185.28 Unrealized -29.8%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $6 Shares 48 Est. Cost $113.19 Unrealized +27.5%
MMM 3M CO 0.0%
Value ($000) $6 Shares 50 Est. Cost $110.28 Unrealized -4.6%
FISV FISERV INC 0.0%
Value ($000) $6 Shares 67 Est. Cost $102.61 Unrealized -5.5%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $8.79 Unrealized -60.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $5 Shares 123 Est. Cost $32.61 Unrealized +31.3%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $5 Shares 196 Est. Cost $21.45 Unrealized +59.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 544 Est. Cost $21.59 Unrealized -46.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $73.44 Unrealized -24.0%
KARS KRANESHARES TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $4 Shares 257 Est. Cost $27.31 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 41 Est. Cost $107.31 Unrealized -15.6%
SNPS SYNOPSYS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $203.59 Unrealized +48.2%
BARRICK GOLD CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $4 Shares 320 Est. Cost $15.63 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $4 Shares 42 Est. Cost $69.14 Unrealized +49.7%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $4 Shares 81 Est. Cost $52.16 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $3 Shares 33 Est. Cost $83.14 Unrealized -2.6%
PUBM PUBMATIC INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $32.58 Unrealized -34.3%
XOP SPDR SER TR 0.0%
Value ($000) $3 Shares 26 Est. Cost $38.46 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $3 Shares 108 Est. Cost $18.19 Unrealized +60.6%
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $39.50 Unrealized -43.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $2072.14 Unrealized +1.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $2 Shares 75 Est. Cost $37.51 Unrealized -3.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $52.37 Unrealized +3.3%
HAIL SPDR SER TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $249.72 Unrealized -61.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 61 Est. Cost $13.33 Unrealized -30.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $139.12 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.65 Unrealized -2.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $50.82 Unrealized -45.7%
SCZ ISHARES TR 0.0%
Value ($000) $1 Shares 26 Est. Cost $57.97 Unrealized
DEUS DBX ETF TR 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $1 Shares 37 Est. Cost $16.01 Unrealized +135.5%
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
AMYRIS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $4.00 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.64 Unrealized -59.2%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $6.62 Unrealized +2.2%
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized