IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 16, 2023

Total Value ($000): $377,750 (100.0% shares, 0.0% debt)

Holdings (341)

SCHX SCHWAB STRATEGIC TR 8.0%
Value ($000) $30,045 Shares 665,440 Est. Cost $60.60 Unrealized
INVESCO EXCH TRD SLF IDX FD 5.0%
Value ($000) $18,768 Shares 916,157 Est. Cost $21.09 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.6%
Value ($000) $17,407 Shares 829,673 Est. Cost $21.41 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.8%
Value ($000) $14,414 Shares 618,357 Est. Cost $25.12 Unrealized
SCHB SCHWAB STRATEGIC TR 3.2%
Value ($000) $12,137 Shares 270,846 Est. Cost $58.28 Unrealized
BAC BANK AMERICA CORP 3.2%
Value ($000) $11,998 Shares 362,256 Est. Cost $19.17 Unrealized +65.4%
BSJO INVESCO EXCH TRD SLF IDX FD 3.1%
Value ($000) $11,870 Shares 536,629 Est. Cost $21.87 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 3.0%
Value ($000) $11,489 Shares 559,626 Est. Cost $22.01 Unrealized
SCHM SCHWAB STRATEGIC TR 2.6%
Value ($000) $9,923 Shares 151,241 Est. Cost $53.32 Unrealized
ISHARES TR 2.2%
Value ($000) $8,457 Shares 347,719 Est. Cost $25.31 Unrealized
SCHA SCHWAB STRATEGIC TR 1.9%
Value ($000) $7,330 Shares 180,952 Est. Cost $54.62 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $6,263 Shares 26,114 Est. Cost $124.16 Unrealized +88.5%
SCHF SCHWAB STRATEGIC TR 1.6%
Value ($000) $6,224 Shares 193,245 Est. Cost $32.16 Unrealized
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $6,149 Shares 40,574 Est. Cost $137.02 Unrealized -5.3%
DHR DANAHER CORPORATION 1.5%
Value ($000) $5,494 Shares 20,700 Est. Cost $226.23 Unrealized +0.8%
AAPL APPLE INC 1.4%
Value ($000) $5,425 Shares 41,755 Est. Cost $95.43 Unrealized +47.4%
VLO VALERO ENERGY CORP 1.4%
Value ($000) $5,160 Shares 40,676 Est. Cost $41.80 Unrealized +172.9%
ACTIVISION BLIZZARD INC 1.2%
Value ($000) $4,439 Shares 57,984 Est. Cost $77.33 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.1%
Value ($000) $4,026 Shares 76,819 Est. Cost $49.14 Unrealized +1.2%
MRK MERCK & CO INC 0.9%
Value ($000) $3,565 Shares 32,136 Est. Cost $63.17 Unrealized +46.9%
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $3,564 Shares 197,129 Est. Cost $14.27 Unrealized +6.4%
AES AES CORP 0.9%
Value ($000) $3,537 Shares 122,979 Est. Cost $12.46 Unrealized +89.2%
FAST FASTENAL CO 0.9%
Value ($000) $3,518 Shares 74,344 Est. Cost $24.63 Unrealized -8.1%
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,456 Shares 62,205 Est. Cost $66.90 Unrealized
AEROJET ROCKETDYNE HLDGS INC 0.9%
Value ($000) $3,249 Shares 58,094 Est. Cost $39.33 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $3,242 Shares 24,179 Est. Cost $102.28 Unrealized +15.0%
FOUR SHIFT4 PMTS INC 0.8%
Value ($000) $3,201 Shares 57,225 Est. Cost $58.43 Unrealized -19.1%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $3,095 Shares 17,245 Est. Cost $92.39 Unrealized +65.9%
AMZN AMAZON COM INC 0.8%
Value ($000) $3,074 Shares 36,599 Est. Cost $123.79 Unrealized -20.2%
PFE PFIZER INC 0.8%
Value ($000) $3,046 Shares 59,453 Est. Cost $26.09 Unrealized +54.0%
QCOM QUALCOMM INC 0.8%
Value ($000) $3,026 Shares 27,520 Est. Cost $107.30 Unrealized +1.4%
INGR INGREDION INC 0.8%
Value ($000) $3,019 Shares 30,825 Est. Cost $82.91 Unrealized +11.2%
PIONEER NAT RES CO 0.8%
Value ($000) $2,974 Shares 13,020 Est. Cost $132.64 Unrealized
EFAV ISHARES TR 0.8%
Value ($000) $2,883 Shares 45,345 Est. Cost $70.86 Unrealized
OMF ONEMAIN HLDGS INC 0.8%
Value ($000) $2,877 Shares 86,368 Est. Cost $47.73 Unrealized -25.7%
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $2,859 Shares 170,200 Est. Cost $20.26 Unrealized
SPLUNK INC 0.8%
Value ($000) $2,854 Shares 33,147 Est. Cost $122.79 Unrealized
AMP AMERIPRISE FINL INC 0.7%
Value ($000) $2,827 Shares 9,078 Est. Cost $200.78 Unrealized +45.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.7%
Value ($000) $2,821 Shares 11,000 Est. Cost $348.20 Unrealized -25.8%
CTAS CINTAS CORP 0.7%
Value ($000) $2,800 Shares 6,200 Est. Cost $94.28 Unrealized +11.6%
EXAS EXACT SCIENCES CORP 0.7%
Value ($000) $2,764 Shares 55,823 Est. Cost $63.38 Unrealized -35.5%
DDOG DATADOG INC 0.7%
Value ($000) $2,665 Shares 36,252 Est. Cost $74.13 Unrealized +5.4%
V VISA INC 0.7%
Value ($000) $2,594 Shares 12,485 Est. Cost $141.93 Unrealized +38.8%
TGT TARGET CORP 0.7%
Value ($000) $2,581 Shares 17,320 Est. Cost $138.38 Unrealized +1.8%
TJX TJX COS INC NEW 0.7%
Value ($000) $2,577 Shares 32,369 Est. Cost $51.92 Unrealized +36.2%
REGN REGENERON PHARMACEUTICALS 0.7%
Value ($000) $2,535 Shares 3,514 Est. Cost $396.68 Unrealized +85.0%
CVS CVS HEALTH CORP 0.7%
Value ($000) $2,503 Shares 26,855 Est. Cost $57.10 Unrealized +50.5%
IVV ISHARES TR 0.6%
Value ($000) $2,453 Shares 6,384 Est. Cost $199.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $2,377 Shares 4,484 Est. Cost $251.20 Unrealized +99.2%
EVH EVOLENT HEALTH INC 0.6%
Value ($000) $2,314 Shares 82,402 Est. Cost $14.47 Unrealized +98.2%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $2,239 Shares 68,246 Est. Cost $29.92 Unrealized 0.0%
PFF ISHARES TR 0.6%
Value ($000) $2,236 Shares 73,232 Est. Cost $38.45 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $2,149 Shares 20,410 Est. Cost $79.67 Unrealized +71.8%
ABBV ABBVIE INC 0.6%
Value ($000) $2,110 Shares 13,059 Est. Cost $51.41 Unrealized +166.9%
ENVESTNET INC 0.6%
Value ($000) $2,110 Shares 34,198 Est. Cost $63.80 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2,047 Shares 14,007 Est. Cost $17.05 Unrealized -14.1%
ONTO ONTO INNOVATION INC 0.5%
Value ($000) $1,954 Shares 28,699 Est. Cost $50.28 Unrealized +42.9%
GWW GRAINGER W W INC 0.5%
Value ($000) $1,947 Shares 3,500 Est. Cost $469.42 Unrealized +16.9%
DXC DXC TECHNOLOGY CO 0.5%
Value ($000) $1,944 Shares 73,365 Est. Cost $26.79 Unrealized +3.8%
LOW LOWES COS INC 0.5%
Value ($000) $1,930 Shares 9,687 Est. Cost $158.48 Unrealized +18.7%
META META PLATFORMS INC 0.5%
Value ($000) $1,869 Shares 15,533 Est. Cost $210.40 Unrealized -44.6%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $1,859 Shares 7,005 Est. Cost $281.94 Unrealized -13.5%
WMT WALMART INC 0.5%
Value ($000) $1,792 Shares 12,635 Est. Cost $43.80 Unrealized +4.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,741 Shares 9,858 Est. Cost $157.55 Unrealized -0.3%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,670 Shares 7,580 Est. Cost $182.99 Unrealized +7.9%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $1,594 Shares 38,653 Est. Cost $26.97 Unrealized +44.2%
RGEN REPLIGEN CORP 0.4%
Value ($000) $1,569 Shares 9,267 Est. Cost $109.34 Unrealized +65.9%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,540 Shares 33,273 Est. Cost $32.06 Unrealized +35.0%
IWV ISHARES TR 0.4%
Value ($000) $1,506 Shares 6,826 Est. Cost $124.02 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value ($000) $1,471 Shares 1,738 Est. Cost $1198.27 Unrealized -25.7%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,408 Shares 28,168 Est. Cost $55.45 Unrealized -3.0%
C CITIGROUP INC 0.4%
Value ($000) $1,386 Shares 30,645 Est. Cost $55.75 Unrealized -27.2%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,384 Shares 6,647 Est. Cost $183.52 Unrealized +15.0%
LITE LUMENTUM HLDGS INC 0.4%
Value ($000) $1,351 Shares 25,895 Est. Cost $59.02 Unrealized +4.1%
AZTA AZENTA INC 0.4%
Value ($000) $1,336 Shares 22,940 Est. Cost $33.55 Unrealized +52.5%
VSAT VIASAT INC 0.3%
Value ($000) $1,289 Shares 40,726 Est. Cost $48.44 Unrealized -27.8%
MXL MAXLINEAR INC 0.3%
Value ($000) $1,267 Shares 37,306 Est. Cost $36.98 Unrealized -8.4%
AVEM AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,242 Shares 24,620 Est. Cost $62.40 Unrealized
TDS TELEPHONE & DATA SYS INC 0.3%
Value ($000) $1,229 Shares 117,185 Est. Cost $20.29 Unrealized -39.0%
DKNG DRAFTKINGS INC NEW 0.3%
Value ($000) $1,201 Shares 105,473 Est. Cost $14.08 Unrealized -1.2%
MP MP MATERIALS CORP 0.3%
Value ($000) $1,170 Shares 48,177 Est. Cost $33.36 Unrealized -9.2%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $1,107 Shares 11,001 Est. Cost $185.55 Unrealized -39.0%
DE DEERE & CO 0.3%
Value ($000) $1,080 Shares 2,518 Est. Cost $85.31 Unrealized +355.6%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,075 Shares 13,831 Est. Cost $83.19 Unrealized -11.7%
CRM SALESFORCE INC 0.3%
Value ($000) $1,075 Shares 8,107 Est. Cost $174.30 Unrealized -17.3%
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,064 Shares 22,050 Est. Cost $50.97 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.3%
Value ($000) $1,042 Shares 25,631 Est. Cost $65.07 Unrealized -18.5%
MTZ MASTEC INC 0.3%
Value ($000) $1,016 Shares 11,908 Est. Cost $51.03 Unrealized +60.7%
LAREDO PETROLEUM INC 0.3%
Value ($000) $951 Shares 18,499 Est. Cost $66.48 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.2%
Value ($000) $887 Shares 8,755 Est. Cost $118.76 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $862 Shares 11,002 Est. Cost $50.21 Unrealized +39.7%
PSTG PURE STORAGE INC 0.2%
Value ($000) $848 Shares 31,700 Est. Cost $27.67 Unrealized +5.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $836 Shares 3,500 Est. Cost $202.51 Unrealized +13.1%
CURO GROUP HOLDINGS CORP 0.2%
Value ($000) $836 Shares 235,472 Est. Cost $16.01 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $814 Shares 8,203 Est. Cost $70.21 Unrealized +24.7%
FTV FORTIVE CORP 0.2%
Value ($000) $768 Shares 11,960 Est. Cost $43.54 Unrealized +9.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $752 Shares 2,140 Est. Cost $351.34 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $745 Shares 23,685 Est. Cost $32.10 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $724 Shares 1,893 Est. Cost $181.75 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $633 Shares 8,881 Est. Cost $204.35 Unrealized -60.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $607 Shares 6,880 Est. Cost $110.14 Unrealized -14.4%
ILMN ILLUMINA INC 0.2%
Value ($000) $583 Shares 2,882 Est. Cost $188.70 Unrealized +9.8%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $574 Shares 8,700 Est. Cost $42.86 Unrealized
GLDD GREAT LAKES DREDGE & DOCK CO 0.1%
Value ($000) $552 Shares 92,730 Est. Cost $10.45 Unrealized -32.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $541 Shares 2,030 Est. Cost $235.55 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $523 Shares 9,444 Est. Cost $181.69 Unrealized -73.2%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $523 Shares 5,621 Est. Cost $140.98 Unrealized -34.0%
FHI FEDERATED HERMES INC 0.1%
Value ($000) $513 Shares 14,130 Est. Cost $27.14 Unrealized +12.9%
MDB MONGODB INC 0.1%
Value ($000) $512 Shares 2,600 Est. Cost $312.62 Unrealized -43.1%
IEI ISHARES TR 0.1%
Value ($000) $507 Shares 4,410 Est. Cost $126.02 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC 0.1%
Value ($000) $506 Shares 5,400 Est. Cost $132.47 Unrealized -17.8%
KO COCA COLA CO 0.1%
Value ($000) $503 Shares 7,900 Est. Cost $51.86 Unrealized +5.9%
HD HOME DEPOT INC 0.1%
Value ($000) $497 Shares 1,575 Est. Cost $269.01 Unrealized +4.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $489 Shares 2,000 Est. Cost $225.90 Unrealized -2.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $441 Shares 2,600 Est. Cost $118.75 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $429 Shares 4,620 Est. Cost $106.78 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $427 Shares 1,767 Est. Cost $190.24 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $419 Shares 5,160 Est. Cost $86.68 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $416 Shares 5,782 Est. Cost $33.83 Unrealized +92.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $384 Shares 2,724 Est. Cost $115.79 Unrealized +6.3%
ITOT ISHARES TR 0.1%
Value ($000) $366 Shares 4,317 Est. Cost $55.21 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $339 Shares 4,000 Est. Cost $84.75 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $338 Shares 400 Est. Cost $43.02 Unrealized +25.0%
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $317 Shares 5,620 Est. Cost $42.22 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $298 Shares 1,647 Est. Cost $85.34 Unrealized +88.5%
ABT ABBOTT LABS 0.1%
Value ($000) $264 Shares 2,402 Est. Cost $65.77 Unrealized +48.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $247 Shares 1,496 Est. Cost $87.28 Unrealized +74.0%
WDAY WORKDAY INC 0.1%
Value ($000) $243 Shares 1,450 Est. Cost $181.69 Unrealized -14.2%
CWB SPDR SER TR 0.1%
Value ($000) $235 Shares 3,654 Est. Cost $59.86 Unrealized
BA BOEING CO 0.1%
Value ($000) $228 Shares 1,195 Est. Cost $249.01 Unrealized -34.3%
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $217 Shares 25,000 Est. Cost $16.54 Unrealized -36.3%
APLS APELLIS PHARMACEUTICALS INC 0.1%
Value ($000) $215 Shares 4,150 Est. Cost $36.36 Unrealized +45.9%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $209 Shares 24,327 Est. Cost $8.60 Unrealized
EVRG EVERGY INC 0.1%
Value ($000) $207 Shares 3,289 Est. Cost $40.03 Unrealized +31.2%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $198 Shares 3,828 Est. Cost $57.92 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $195 Shares 910 Est. Cost $143.42 Unrealized
T AT&T INC 0.1%
Value ($000) $189 Shares 10,293 Est. Cost $11.68 Unrealized +29.3%
MS MORGAN STANLEY 0.1%
Value ($000) $189 Shares 2,223 Est. Cost $45.87 Unrealized +67.4%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $184 Shares 2,541 Est. Cost $54.05 Unrealized +36.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $183 Shares 595 Est. Cost $216.30 Unrealized +20.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $182 Shares 3,200 Est. Cost $30.19 Unrealized +56.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $169 Shares 1,821 Est. Cost $35.66 Unrealized +134.6%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $168 Shares 5,555 Est. Cost $32.45 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $165 Shares 2,012 Est. Cost $59.18 Unrealized +38.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $159 Shares 4,042 Est. Cost $34.19 Unrealized -10.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $148 Shares 1,025 Est. Cost $89.06 Unrealized +57.5%
SEB SEABOARD CORP DEL 0.0%
Value ($000) $147 Shares 39 Est. Cost $3957.56 Unrealized -5.5%
DY DYCOM INDS INC 0.0%
Value ($000) $147 Shares 1,567 Est. Cost $84.87 Unrealized +18.6%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $133 Shares 1,201 Est. Cost $91.18 Unrealized +6.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $131 Shares 5,433 Est. Cost $26.64 Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME 0.0%
Value ($000) $126 Shares 2,650 Est. Cost $64.09 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $117 Shares 3,350 Est. Cost $28.37 Unrealized +5.9%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $117 Shares 336 Est. Cost $116.86 Unrealized +176.7%
SJM SMUCKER J M CO 0.0%
Value ($000) $116 Shares 732 Est. Cost $117.74 Unrealized +13.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $110 Shares 1,268 Est. Cost $106.51 Unrealized -12.3%
UNP UNION PAC CORP 0.0%
Value ($000) $108 Shares 520 Est. Cost $160.80 Unrealized +18.3%
EQBK EQUITY BANCSHARES INC 0.0%
Value ($000) $105 Shares 3,220 Est. Cost $31.77 Unrealized +3.4%
FDX FEDEX CORP 0.0%
Value ($000) $102 Shares 591 Est. Cost $159.02 Unrealized -2.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $101 Shares 383 Est. Cost $141.88 Unrealized +72.9%
WELLS FARGO CO NEW 0.0%
Value ($000) $101 Shares 85 Est. Cost $1494.12 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $105.17 Unrealized -4.0%
BK OF AMERICA CORP 0.0%
Value ($000) $99 Shares 85 Est. Cost $1447.06 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $93 Shares 203 Est. Cost $230.31 Unrealized +103.5%
HEARTLAND FINL USA INC 0.0%
Value ($000) $91 Shares 1,962 Est. Cost $47.91 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $89 Shares 264 Est. Cost $394.34 Unrealized -18.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $87 Shares 1,110 Est. Cost $54.60 Unrealized +27.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $85 Shares 451 Est. Cost $71.14 Unrealized +138.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $84 Shares 1,961 Est. Cost $40.89 Unrealized -9.3%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $83 Shares 4,000 Est. Cost $18.43 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $77 Shares 874 Est. Cost $90.30 Unrealized +3.9%
IEFA ISHARES TR 0.0%
Value ($000) $76 Shares 1,231 Est. Cost $59.88 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $73 Shares 946 Est. Cost $45.11 Unrealized +58.6%
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $70 Shares 3,900 Est. Cost $21.33 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $69 Shares 829 Est. Cost $62.31 Unrealized +6.5%
AMGN AMGEN INC 0.0%
Value ($000) $64 Shares 244 Est. Cost $140.20 Unrealized +73.1%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $63 Shares 6,250 Est. Cost $15.07 Unrealized -38.2%
VOC VOC ENERGY TR 0.0%
Value ($000) $60 Shares 5,800 Est. Cost $4.66 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $58 Shares 452 Est. Cost $102.24 Unrealized +10.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $57 Shares 268 Est. Cost $166.30 Unrealized +7.5%
TSLA TESLA INC 0.0%
Value ($000) $57 Shares 465 Est. Cost $201.30 Unrealized -5.9%
WSO WATSCO INC 0.0%
Value ($000) $56 Shares 225 Est. Cost $263.17 Unrealized -0.1%
DFE WISDOMTREE TR 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $61.74 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $51 Shares 829 Est. Cost $22.52 Unrealized +163.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $49 Shares 739 Est. Cost $35.38 Unrealized +47.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $46 Shares 95 Est. Cost $324.17 Unrealized +31.6%
WESTROCK CO 0.0%
Value ($000) $46 Shares 1,311 Est. Cost $57.21 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $45 Shares 1,403 Est. Cost $29.71 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $44 Shares 3,800 Est. Cost $9.39 Unrealized +7.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $44 Shares 350 Est. Cost $174.29 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $252.01 Unrealized -9.5%
GOOG ALPHABET INC 0.0%
Value ($000) $43 Shares 480 Est. Cost $110.15 Unrealized -14.0%
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $42 Shares 1,092 Est. Cost $44.13 Unrealized -6.2%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $40 Shares 118 Est. Cost $309.80 Unrealized +8.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $40 Shares 472 Est. Cost $62.20 Unrealized -22.2%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $39 Shares 786 Est. Cost $40.56 Unrealized -1.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 800 Est. Cost $41.48 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $35 Shares 368 Est. Cost $70.73 Unrealized +14.4%
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $35 Shares 300 Est. Cost $175.91 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $34 Shares 472 Est. Cost $37.68 Unrealized +88.8%
HDV ISHARES TR 0.0%
Value ($000) $34 Shares 330 Est. Cost $87.97 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $33 Shares 235 Est. Cost $149.13 Unrealized -6.4%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $32 Shares 1,670 Est. Cost $26.35 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $32 Shares 237 Est. Cost $106.20 Unrealized +26.7%
SO SOUTHERN CO 0.0%
Value ($000) $31 Shares 431 Est. Cost $32.85 Unrealized +81.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $31 Shares 300 Est. Cost $101.74 Unrealized -6.1%
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $30 Shares 257 Est. Cost $124.76 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $29 Shares 125 Est. Cost $130.99 Unrealized +61.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $29 Shares 693 Est. Cost $46.98 Unrealized -13.1%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $28 Shares 418 Est. Cost $47.37 Unrealized +19.8%
ORCL ORACLE CORP 0.0%
Value ($000) $27 Shares 328 Est. Cost $63.77 Unrealized +14.8%
ETN EATON CORP PLC 0.0%
Value ($000) $26 Shares 165 Est. Cost $67.05 Unrealized +119.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $25 Shares 142 Est. Cost $87.91 Unrealized +68.4%
HANESBRANDS INC 0.0%
Value ($000) $24 Shares 3,752 Est. Cost $21.93 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $24 Shares 2,489 Est. Cost $18.55 Unrealized -39.1%
AVGO BROADCOM INC 0.0%
Value ($000) $23 Shares 42 Est. Cost $21.23 Unrealized +124.3%
IVERIC BIO INC 0.0%
Value ($000) $23 Shares 1,095 Est. Cost $18.26 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $23 Shares 210 Est. Cost $62.67 Unrealized +53.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $22 Shares 188 Est. Cost $51.80 Unrealized +111.2%
NEM NEWMONT CORP 0.0%
Value ($000) $22 Shares 468 Est. Cost $31.35 Unrealized +30.2%
IJR ISHARES TR 0.0%
Value ($000) $22 Shares 232 Est. Cost $84.59 Unrealized
L LOEWS CORP 0.0%
Value ($000) $22 Shares 375 Est. Cost $39.41 Unrealized +39.9%
IEX IDEX CORP 0.0%
Value ($000) $20 Shares 88 Est. Cost $127.20 Unrealized +68.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 565 Est. Cost $34.20 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $19 Shares 315 Est. Cost $55.11 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $18 Shares 75 Est. Cost $206.36 Unrealized +13.0%
NKE NIKE INC 0.0%
Value ($000) $18 Shares 150 Est. Cost $95.30 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 200 Est. Cost $55.00 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 +128.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $17 Shares 74 Est. Cost $151.89 Unrealized +48.9%
FSK FS KKR CAP CORP 0.0%
Value ($000) $17 Shares 950 Est. Cost $11.05 Unrealized +3.8%
FLOT ISHARES TR 0.0%
Value ($000) $16 Shares 324 Est. Cost $50.08 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $16 Shares 300 Est. Cost $47.14 Unrealized +5.1%
NGVT INGEVITY CORP 0.0%
Value ($000) $15 Shares 218 Est. Cost $79.47 Unrealized -11.3%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $15 Shares 838 Est. Cost $42.49 Unrealized -50.9%
POOL POOL CORP 0.0%
Value ($000) $15 Shares 49 Est. Cost $349.21 Unrealized -13.1%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $86.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $15 Shares 27 Est. Cost $433.44 Unrealized +14.2%
ABNB AIRBNB INC 0.0%
Value ($000) $15 Shares 171 Est. Cost $141.74 Unrealized -28.7%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $15 Shares 800 Est. Cost $10.39 Unrealized +59.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $14 Shares 1,200 Est. Cost $11.87 Unrealized
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $14 Shares 1,584 Est. Cost $8.18 Unrealized -18.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $14 Shares 86 Est. Cost $97.96 Unrealized +52.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $14 Shares 120 Est. Cost $56.44 Unrealized +77.5%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $14 Shares 130 Est. Cost $17.95 Unrealized +81.6%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 500 Est. Cost $39.18 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $13 Shares 200 Est. Cost $69.63 Unrealized -17.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $52.23 Unrealized -47.6%
MRNA MODERNA INC 0.0%
Value ($000) $12 Shares 68 Est. Cost $163.51 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $12 Shares 121 Est. Cost $54.61 Unrealized +60.5%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 501 Est. Cost $24.43 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $12 Shares 300 Est. Cost $30.42 Unrealized +8.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $11 Shares 43 Est. Cost $139.31 Unrealized +89.6%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $11 Shares 149 Est. Cost $53.69 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $11 Shares 106 Est. Cost $112.75 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $11 Shares 280 Est. Cost $25.73 Unrealized +23.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $113.80 Unrealized -28.6%
WELL WELLTOWER INC 0.0%
Value ($000) $10 Shares 155 Est. Cost $48.48 Unrealized +23.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $10 Shares 43 Est. Cost $186.05 Unrealized
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $10 Shares 207 Est. Cost $13.82 Unrealized +235.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $10 Shares 7 Est. Cost $29.88 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 1,791 Est. Cost $10.83 Unrealized -43.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $9 Shares 71 Est. Cost $48.29 Unrealized +139.6%
GKOS GLAUKOS CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $46.16 Unrealized +6.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $9 Shares 26 Est. Cost $337.41 Unrealized -4.8%
INTC INTEL CORP 0.0%
Value ($000) $8 Shares 317 Est. Cost $46.40 Unrealized -42.6%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $7.70 Unrealized -48.6%
CB CHUBB LIMITED 0.0%
Value ($000) $8 Shares 37 Est. Cost $116.65 Unrealized +71.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $8 Shares 19 Est. Cost $206.05 Unrealized +88.4%
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.78 Unrealized +7.5%
ICLR ICON PLC 0.0%
Value ($000) $8 Shares 39 Est. Cost $124.66 Unrealized +59.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $7 Shares 100 Est. Cost $100.38 Unrealized -25.0%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $7 Shares 196 Est. Cost $21.45 Unrealized +72.6%
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $7 Shares 346 Est. Cost $20.62 Unrealized
PERFICIENT INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $130.00 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $6 Shares 48 Est. Cost $113.19 Unrealized +20.2%
AGZ ISHARES TR 0.0%
Value ($000) $6 Shares 59 Est. Cost $112.52 Unrealized
VIRT VIRTU FINL INC 0.0%
Value ($000) $6 Shares 306 Est. Cost $25.08 Unrealized -13.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 544 Est. Cost $21.59 Unrealized -53.4%
MMM 3M CO 0.0%
Value ($000) $6 Shares 50 Est. Cost $110.28 Unrealized -17.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $6 Shares 123 Est. Cost $33.12 Unrealized +25.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $6 Shares 60 Est. Cost $84.53 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $6 Shares 19 Est. Cost $39.50 Unrealized -29.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $5 Shares 77 Est. Cost $63.71 Unrealized +0.3%
NUSTAR ENERGY LP 0.0%
Value ($000) $5 Shares 320 Est. Cost $15.63 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $5 Shares 45 Est. Cost $107.29 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $8.79 Unrealized -59.2%
GSK GSK PLC 0.0%
Value ($000) $4 Shares 124 Est. Cost $32.26 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $203.59 Unrealized +53.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $2072.14 Unrealized -9.9%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 104 Est. Cost $72.49 Unrealized -44.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $4 Shares 111 Est. Cost $18.37 Unrealized +53.7%
XOP SPDR SER TR 0.0%
Value ($000) $4 Shares 26 Est. Cost $38.46 Unrealized
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $4 Shares 165 Est. Cost $193.55 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $3 Shares 33 Est. Cost $83.14 Unrealized +9.9%
VEEV VEEVA SYS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $170.87 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $69.14 Unrealized +11.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $52.37 Unrealized +35.2%
KARS KRANESHARES TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3 Shares 41 Est. Cost $107.31 Unrealized -39.0%
PUBM PUBMATIC INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $32.58 Unrealized -51.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 75 Est. Cost $37.51 Unrealized -4.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $93.28 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $2 Shares 37 Est. Cost $16.01 Unrealized +150.2%
HAIL SPDR SER TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.00 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $1 Shares 26 Est. Cost $57.97 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 156 Est. Cost $6.41 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 11 Est. Cost $134.74 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $249.72 Unrealized -78.9%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 61 Est. Cost $13.33 Unrealized -32.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.65 Unrealized -1.1%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $22.22 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.08 Unrealized +9.8%
AMYRIS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $4.00 Unrealized
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.64 Unrealized -63.1%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.63 Unrealized -4.4%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $125.44 Unrealized +11.4%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $317.60 Unrealized -10.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $93.59 Unrealized +5.2%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.00 Unrealized +12.8%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.15 Unrealized +9.7%
CGNX COGNEX CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $44.17 Unrealized +3.6%
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.63 Unrealized +6.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.50 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.91 Unrealized 0.0%
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.90 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $6.62 Unrealized +6.2%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.57 Unrealized +0.5%
MRCY MERCURY SYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.40 Unrealized -9.7%
KALU KAISER ALUMINUM CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $63.78 Unrealized +10.0%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.91 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.80 Unrealized -12.8%
ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.00 Unrealized
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized