IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 15, 2023

Total Value ($000): $389,222 (100.0% shares, 0.0% debt)

Holdings (288)

SCHX SCHWAB STRATEGIC TR 8.8%
Value ($000) $34,193 Shares 652,910 Est. Cost $60.43 Unrealized
SCHB SCHWAB STRATEGIC TR 3.7%
Value ($000) $14,595 Shares 282,311 Est. Cost $57.91 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.1%
Value ($000) $12,211 Shares 593,641 Est. Cost $21.05 Unrealized
HYDB ISHARES TR 2.9%
Value ($000) $11,230 Shares 251,222 Est. Cost $44.70 Unrealized
BND VANGUARD BD INDEX FDS 2.8%
Value ($000) $11,071 Shares 152,311 Est. Cost $72.69 Unrealized
SCHM SCHWAB STRATEGIC TR 2.8%
Value ($000) $10,713 Shares 150,826 Est. Cost $53.32 Unrealized
ISHARES TR 2.6%
Value ($000) $10,086 Shares 413,697 Est. Cost $25.18 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $8,081 Shares 173,485 Est. Cost $46.58 Unrealized
SCHA SCHWAB STRATEGIC TR 2.0%
Value ($000) $7,959 Shares 181,720 Est. Cost $54.50 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $7,847 Shares 40,456 Est. Cost $95.43 Unrealized +80.3%
MSFT MICROSOFT CORP 2.0%
Value ($000) $7,818 Shares 22,957 Est. Cost $124.16 Unrealized +147.4%
SCHF SCHWAB STRATEGIC TR 1.7%
Value ($000) $6,587 Shares 184,770 Est. Cost $32.16 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $6,525 Shares 344,422 Est. Cost $18.95 Unrealized
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $6,149 Shares 40,524 Est. Cost $137.02 Unrealized +3.1%
INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $5,930 Shares 294,569 Est. Cost $20.13 Unrealized
DHR DANAHER CORPORATION 1.3%
Value ($000) $5,000 Shares 20,832 Est. Cost $226.23 Unrealized -7.7%
ACTIVISION BLIZZARD INC 1.3%
Value ($000) $4,885 Shares 57,944 Est. Cost $77.33 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $4,608 Shares 35,351 Est. Cost $123.43 Unrealized -7.5%
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,398 Shares 58,684 Est. Cost $66.90 Unrealized
FAST FASTENAL CO 1.1%
Value ($000) $4,386 Shares 74,344 Est. Cost $24.63 Unrealized +4.2%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.1%
Value ($000) $4,294 Shares 77,284 Est. Cost $49.14 Unrealized +9.7%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $4,168 Shares 35,534 Est. Cost $41.80 Unrealized +156.5%
QCOM QUALCOMM INC 1.1%
Value ($000) $4,165 Shares 34,989 Est. Cost $107.51 Unrealized +0.8%
BSJO INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $4,112 Shares 182,919 Est. Cost $21.89 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $4,091 Shares 9,672 Est. Cost $17.05 Unrealized +94.6%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $4,003 Shares 27,524 Est. Cost $105.44 Unrealized +23.0%
EXEL EXELIXIS INC 1.0%
Value ($000) $3,878 Shares 202,922 Est. Cost $17.42 Unrealized +10.6%
OMF ONEMAIN HLDGS INC 1.0%
Value ($000) $3,865 Shares 88,469 Est. Cost $47.53 Unrealized -17.9%
DDOG DATADOG INC 1.0%
Value ($000) $3,771 Shares 38,335 Est. Cost $73.95 Unrealized +13.1%
SPLUNK INC 0.9%
Value ($000) $3,696 Shares 34,837 Est. Cost $121.36 Unrealized
PIONEER NAT RES CO 0.9%
Value ($000) $3,537 Shares 17,071 Est. Cost $151.06 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.9%
Value ($000) $3,455 Shares 23,523 Est. Cost $89.11 Unrealized +56.4%
EXAS EXACT SCIENCES CORP 0.9%
Value ($000) $3,449 Shares 36,735 Est. Cost $63.38 Unrealized +23.1%
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $3,437 Shares 199,586 Est. Cost $14.27 Unrealized +3.6%
MRK MERCK & CO INC 0.9%
Value ($000) $3,420 Shares 29,642 Est. Cost $63.17 Unrealized +65.4%
INGR INGREDION INC 0.9%
Value ($000) $3,412 Shares 32,204 Est. Cost $83.99 Unrealized +26.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.8%
Value ($000) $3,254 Shares 11,000 Est. Cost $348.20 Unrealized -19.4%
ONTO ONTO INNOVATION INC 0.8%
Value ($000) $3,246 Shares 27,868 Est. Cost $50.28 Unrealized +89.8%
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $3,215 Shares 201,313 Est. Cost $19.59 Unrealized
V VISA INC 0.8%
Value ($000) $3,125 Shares 13,157 Est. Cost $145.95 Unrealized +53.8%
CTAS CINTAS CORP 0.8%
Value ($000) $3,082 Shares 6,200 Est. Cost $94.28 Unrealized +21.7%
EFAV ISHARES TR 0.8%
Value ($000) $3,063 Shares 45,373 Est. Cost $70.69 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $3,057 Shares 11,679 Est. Cost $175.45 Unrealized +14.0%
AEROJET ROCKETDYNE HLDGS INC 0.8%
Value ($000) $3,047 Shares 55,534 Est. Cost $39.33 Unrealized
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $2,932 Shares 8,826 Est. Cost $200.78 Unrealized +47.7%
IVV ISHARES TR 0.7%
Value ($000) $2,836 Shares 6,364 Est. Cost $199.72 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $2,791 Shares 9,724 Est. Cost $211.62 Unrealized +15.8%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,786 Shares 17,708 Est. Cost $93.65 Unrealized +53.0%
AES AES CORP 0.7%
Value ($000) $2,768 Shares 133,513 Est. Cost $13.03 Unrealized +49.7%
GWW GRAINGER W W INC 0.7%
Value ($000) $2,760 Shares 3,500 Est. Cost $469.42 Unrealized +43.4%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $2,720 Shares 6,123 Est. Cost $453.37 Unrealized -2.4%
TJX TJX COS INC NEW 0.7%
Value ($000) $2,642 Shares 31,155 Est. Cost $51.92 Unrealized +46.6%
PFF ISHARES TR 0.6%
Value ($000) $2,459 Shares 79,513 Est. Cost $37.86 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $2,430 Shares 5,055 Est. Cost $274.75 Unrealized +69.2%
REGN REGENERON PHARMACEUTICALS 0.6%
Value ($000) $2,393 Shares 3,331 Est. Cost $396.68 Unrealized +93.3%
TGT TARGET CORP 0.6%
Value ($000) $2,208 Shares 16,737 Est. Cost $138.38 Unrealized -2.5%
VSAT VIASAT INC 0.6%
Value ($000) $2,192 Shares 53,126 Est. Cost $45.12 Unrealized -13.8%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $2,138 Shares 6,253 Est. Cost $281.94 Unrealized +7.3%
LOW LOWES COS INC 0.5%
Value ($000) $2,134 Shares 9,454 Est. Cost $158.48 Unrealized +24.8%
EVH EVOLENT HEALTH INC 0.5%
Value ($000) $2,032 Shares 67,054 Est. Cost $14.47 Unrealized +123.5%
FOUR SHIFT4 PMTS INC 0.5%
Value ($000) $2,015 Shares 29,671 Est. Cost $59.54 Unrealized +10.1%
DXC DXC TECHNOLOGY CO 0.5%
Value ($000) $1,999 Shares 74,802 Est. Cost $26.80 Unrealized -7.1%
WMT WALMART INC 0.5%
Value ($000) $1,986 Shares 12,635 Est. Cost $43.80 Unrealized +11.8%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $1,961 Shares 39,452 Est. Cost $27.39 Unrealized +55.2%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,896 Shares 7,580 Est. Cost $182.99 Unrealized +20.0%
AZTA AZENTA INC 0.5%
Value ($000) $1,845 Shares 39,535 Est. Cost $40.20 Unrealized +8.9%
VITAL ENERGY INC 0.5%
Value ($000) $1,831 Shares 40,556 Est. Cost $54.62 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,829 Shares 13,579 Est. Cost $56.98 Unrealized +134.7%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $1,777 Shares 32,857 Est. Cost $32.48 Unrealized +60.8%
ENVESTNET INC 0.5%
Value ($000) $1,756 Shares 29,581 Est. Cost $63.80 Unrealized
IWV ISHARES TR 0.4%
Value ($000) $1,730 Shares 6,799 Est. Cost $124.02 Unrealized
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $1,648 Shares 11,054 Est. Cost $184.27 Unrealized -38.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,632 Shares 9,858 Est. Cost $157.44 Unrealized -5.4%
TDS TELEPHONE & DATA SYS INC 0.4%
Value ($000) $1,630 Shares 198,062 Est. Cost $15.53 Unrealized -45.4%
C CITIGROUP INC 0.4%
Value ($000) $1,601 Shares 34,773 Est. Cost $54.31 Unrealized -21.3%
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $1,575 Shares 14,400 Est. Cost $115.63 Unrealized -17.1%
LITE LUMENTUM HLDGS INC 0.4%
Value ($000) $1,457 Shares 25,682 Est. Cost $58.92 Unrealized -15.2%
CRSP CRISPR THERAPEUTICS AG 0.4%
Value ($000) $1,447 Shares 25,772 Est. Cost $64.84 Unrealized -12.5%
CRM SALESFORCE INC 0.4%
Value ($000) $1,446 Shares 6,846 Est. Cost $174.30 Unrealized +15.7%
AVEM AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,401 Shares 26,044 Est. Cost $61.90 Unrealized
MTZ MASTEC INC 0.4%
Value ($000) $1,378 Shares 11,683 Est. Cost $51.03 Unrealized +91.9%
IIPR INNOVATIVE INDL PPTYS INC 0.4%
Value ($000) $1,364 Shares 18,678 Est. Cost $94.53 Unrealized
BROS DUTCH BROS INC 0.3%
Value ($000) $1,349 Shares 47,405 Est. Cost $33.85 Unrealized -12.4%
DKNG DRAFTKINGS INC NEW 0.3%
Value ($000) $1,327 Shares 49,935 Est. Cost $14.08 Unrealized +63.7%
RGEN REPLIGEN CORP 0.3%
Value ($000) $1,316 Shares 9,301 Est. Cost $110.59 Unrealized +45.0%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,247 Shares 6,370 Est. Cost $183.52 Unrealized -1.4%
MXL MAXLINEAR INC 0.3%
Value ($000) $1,231 Shares 39,001 Est. Cost $36.74 Unrealized -21.3%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,213 Shares 51,601 Est. Cost $25.12 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,196 Shares 41,680 Est. Cost $19.17 Unrealized +38.8%
PSTG PURE STORAGE INC 0.3%
Value ($000) $1,167 Shares 31,700 Est. Cost $27.67 Unrealized +2.4%
MP MP MATERIALS CORP 0.3%
Value ($000) $1,123 Shares 49,079 Est. Cost $32.91 Unrealized -30.4%
GH GUARDANT HEALTH INC 0.3%
Value ($000) $1,122 Shares 31,350 Est. Cost $28.57 Unrealized +0.5%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $1,117 Shares 943 Est. Cost $1198.27 Unrealized +5.0%
DE DEERE & CO 0.3%
Value ($000) $1,020 Shares 2,518 Est. Cost $85.31 Unrealized +331.2%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $991 Shares 11,129 Est. Cost $50.63 Unrealized +59.3%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $968 Shares 45,742 Est. Cost $21.41 Unrealized
FTV FORTIVE CORP 0.2%
Value ($000) $913 Shares 12,206 Est. Cost $43.67 Unrealized +14.3%
ESGU ISHARES TR 0.2%
Value ($000) $889 Shares 9,120 Est. Cost $88.36 Unrealized
CNXC CONCENTRIX CORP 0.2%
Value ($000) $885 Shares 10,958 Est. Cost $87.73 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $839 Shares 1,893 Est. Cost $181.75 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $835 Shares 8,426 Est. Cost $71.01 Unrealized +37.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $813 Shares 1,995 Est. Cost $351.34 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $784 Shares 23,216 Est. Cost $32.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $769 Shares 3,500 Est. Cost $202.51 Unrealized +0.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $707 Shares 1,915 Est. Cost $235.55 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $646 Shares 3,446 Est. Cost $191.08 Unrealized +5.9%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $558 Shares 8,316 Est. Cost $44.81 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $552 Shares 26,236 Est. Cost $22.01 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $536 Shares 10,499 Est. Cost $169.03 Unrealized -68.7%
IRTC IRHYTHM TECHNOLOGIES INC 0.1%
Value ($000) $522 Shares 5,000 Est. Cost $132.47 Unrealized -9.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $518 Shares 7,769 Est. Cost $204.35 Unrealized -66.7%
IEI ISHARES TR 0.1%
Value ($000) $508 Shares 4,410 Est. Cost $126.02 Unrealized
FHI FEDERATED HERMES INC 0.1%
Value ($000) $496 Shares 13,840 Est. Cost $27.23 Unrealized +25.8%
HD HOME DEPOT INC 0.1%
Value ($000) $495 Shares 1,593 Est. Cost $269.09 Unrealized +2.7%
KO COCA COLA CO 0.1%
Value ($000) $476 Shares 7,900 Est. Cost $51.86 Unrealized +10.6%
MBB ISHARES TR 0.1%
Value ($000) $431 Shares 4,620 Est. Cost $106.78 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $431 Shares 1,647 Est. Cost $190.24 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $422 Shares 4,317 Est. Cost $55.21 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $418 Shares 5,160 Est. Cost $86.68 Unrealized
GLDD GREAT LAKES DREDGE & DOCK CO 0.1%
Value ($000) $399 Shares 48,864 Est. Cost $10.45 Unrealized -37.9%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $382 Shares 400 Est. Cost $43.02 Unrealized +41.9%
APLS APELLIS PHARMACEUTICALS INC 0.1%
Value ($000) $378 Shares 4,150 Est. Cost $36.36 Unrealized +137.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $370 Shares 5,782 Est. Cost $34.71 Unrealized +69.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $364 Shares 2,724 Est. Cost $115.79 Unrealized +2.0%
PEP PEPSICO INC 0.1%
Value ($000) $335 Shares 1,811 Est. Cost $105.99 Unrealized +60.9%
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $326 Shares 25,000 Est. Cost $16.54 Unrealized -26.3%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $287 Shares 5,981 Est. Cost $50.97 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $269 Shares 1,496 Est. Cost $87.28 Unrealized +82.3%
ABT ABBOTT LABS 0.1%
Value ($000) $262 Shares 2,402 Est. Cost $65.77 Unrealized +54.3%
IWF ISHARES TR 0.1%
Value ($000) $250 Shares 910 Est. Cost $143.42 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $204 Shares 3,985 Est. Cost $42.22 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $204 Shares 1,025 Est. Cost $89.06 Unrealized +95.6%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $183 Shares 16,300 Est. Cost $8.60 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $178 Shares 595 Est. Cost $216.30 Unrealized +22.6%
DY DYCOM INDS INC 0.0%
Value ($000) $178 Shares 1,567 Est. Cost $84.87 Unrealized +16.4%
FDX FEDEX CORP 0.0%
Value ($000) $166 Shares 671 Est. Cost $164.36 Unrealized +31.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $162 Shares 1,835 Est. Cost $83.19 Unrealized -4.6%
PFE PFIZER INC 0.0%
Value ($000) $155 Shares 4,222 Est. Cost $26.09 Unrealized +27.3%
MS MORGAN STANLEY 0.0%
Value ($000) $154 Shares 1,804 Est. Cost $45.87 Unrealized +70.8%
EVRG EVERGY INC 0.0%
Value ($000) $147 Shares 2,509 Est. Cost $40.03 Unrealized +34.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $146 Shares 272 Est. Cost $305.85 Unrealized +59.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $146 Shares 3,200 Est. Cost $30.19 Unrealized +55.5%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $139 Shares 3,350 Est. Cost $28.37 Unrealized +29.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $138 Shares 1,821 Est. Cost $35.66 Unrealized +94.4%
CNC CENTENE CORP DEL 0.0%
Value ($000) $136 Shares 2,012 Est. Cost $59.18 Unrealized +12.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $132 Shares 336 Est. Cost $116.86 Unrealized +216.5%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $131 Shares 2,600 Est. Cost $50.66 Unrealized
HELE HELEN OF TROY LTD 0.0%
Value ($000) $130 Shares 1,201 Est. Cost $91.18 Unrealized +5.0%
AVGO BROADCOM INC 0.0%
Value ($000) $125 Shares 144 Est. Cost $54.88 Unrealized +25.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $124 Shares 253 Est. Cost $394.34 Unrealized +2.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $104 Shares 706 Est. Cost $117.74 Unrealized +17.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $101 Shares 840 Est. Cost $110.14 Unrealized +3.7%
BANK AMERICA CORP 0.0%
Value ($000) $100 Shares 85 Est. Cost $1447.06 Unrealized
BA BOEING CO 0.0%
Value ($000) $99 Shares 467 Est. Cost $249.01 Unrealized -16.6%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $105.17 Unrealized -4.8%
WELLS FARGO CO NEW 0.0%
Value ($000) $98 Shares 85 Est. Cost $1494.12 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $96 Shares 874 Est. Cost $90.30 Unrealized +7.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $89 Shares 946 Est. Cost $45.11 Unrealized +78.6%
WSO WATSCO INC 0.0%
Value ($000) $86 Shares 225 Est. Cost $263.17 Unrealized +28.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $86 Shares 1,110 Est. Cost $54.60 Unrealized +33.5%
IEFA ISHARES TR 0.0%
Value ($000) $83 Shares 1,231 Est. Cost $59.88 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $80 Shares 1,267 Est. Cost $55.45 Unrealized +14.5%
TRAVELERS COMPANIES INC 0.0%
Value ($000) $78 Shares 451 Est. Cost $173.66 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $77 Shares 4,000 Est. Cost $18.43 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $75 Shares 705 Est. Cost $107.74 Unrealized
EQBK EQUITY BANCSHARES INC 0.0%
Value ($000) $73 Shares 3,220 Est. Cost $31.77 Unrealized -29.4%
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $66 Shares 3,900 Est. Cost $21.33 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $66 Shares 724 Est. Cost $62.31 Unrealized +21.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $64 Shares 213 Est. Cost $214.57 Unrealized +27.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $62 Shares 693 Est. Cost $106.51 Unrealized -13.1%
TFC TRUIST FINL CORP 0.0%
Value ($000) $60 Shares 1,961 Est. Cost $40.89 Unrealized -34.1%
GOOG ALPHABET INC 0.0%
Value ($000) $58 Shares 482 Est. Cost $110.15 Unrealized +4.3%
DFE WISDOMTREE TR 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $61.74 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $56 Shares 268 Est. Cost $166.30 Unrealized +5.6%
HEARTLAND FINL USA INC 0.0%
Value ($000) $55 Shares 1,962 Est. Cost $47.91 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $54 Shares 6,250 Est. Cost $15.07 Unrealized -44.8%
CWB SPDR SER TR 0.0%
Value ($000) $53 Shares 760 Est. Cost $59.86 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $52 Shares 257 Est. Cost $104.02 Unrealized +63.8%
ORCL ORACLE CORP 0.0%
Value ($000) $51 Shares 428 Est. Cost $72.33 Unrealized +38.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $50 Shares 814 Est. Cost $42.46 Unrealized +27.5%
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $48 Shares 1,403 Est. Cost $29.71 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $47 Shares 210 Est. Cost $140.20 Unrealized +52.4%
HYMB SPDR SER TR 0.0%
Value ($000) $46 Shares 1,850 Est. Cost $25.04 Unrealized
IVERIC BIO INC 0.0%
Value ($000) $43 Shares 1,095 Est. Cost $18.26 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $43 Shares 20 Est. Cost $30.88 Unrealized +28.1%
F FORD MTR CO DEL 0.0%
Value ($000) $42 Shares 2,800 Est. Cost $9.75 Unrealized +9.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $41 Shares 397 Est. Cost $74.85 Unrealized +26.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $40 Shares 367 Est. Cost $62.20 Unrealized +28.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $40 Shares 369 Est. Cost $95.11 Unrealized +4.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $39 Shares 237 Est. Cost $106.20 Unrealized +36.4%
MORN MORNINGSTAR INC 0.0%
Value ($000) $39 Shares 200 Est. Cost $252.01 Unrealized -21.4%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $39 Shares 84 Est. Cost $309.80 Unrealized +25.4%
WESTROCK CO 0.0%
Value ($000) $38 Shares 1,311 Est. Cost $57.21 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $37 Shares 786 Est. Cost $42.14 Unrealized +3.8%
UNP UNION PAC CORP 0.0%
Value ($000) $37 Shares 180 Est. Cost $187.00 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $36 Shares 80 Est. Cost $433.69 Unrealized +0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $36 Shares 367 Est. Cost $79.86 Unrealized +15.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $36 Shares 145 Est. Cost $213.76 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $33 Shares 330 Est. Cost $87.97 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $33 Shares 800 Est. Cost $41.48 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $33 Shares 250 Est. Cost $120.96 Unrealized 0.0%
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $31 Shares 257 Est. Cost $124.76 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $31 Shares 125 Est. Cost $130.99 Unrealized +85.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $31 Shares 368 Est. Cost $74.71 Unrealized +7.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $30 Shares 2,400 Est. Cost $12.29 Unrealized
HESS CORP 0.0%
Value ($000) $30 Shares 224 Est. Cost $135.95 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $30 Shares 570 Est. Cost $57.72 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $30 Shares 1,670 Est. Cost $26.35 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $30 Shares 693 Est. Cost $46.98 Unrealized -19.9%
NTR NUTRIEN LTD 0.0%
Value ($000) $28 Shares 472 Est. Cost $37.68 Unrealized +54.2%
CB CHUBB LIMITED 0.0%
Value ($000) $27 Shares 139 Est. Cost $170.36 Unrealized +11.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $25 Shares 142 Est. Cost $121.23 Unrealized +27.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $25 Shares 960 Est. Cost $29.92 Unrealized -22.8%
NKE NIKE INC 0.0%
Value ($000) $24 Shares 215 Est. Cost $101.77 Unrealized +9.4%
IJR ISHARES TR 0.0%
Value ($000) $23 Shares 232 Est. Cost $84.59 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $65.28 Unrealized -22.7%
VOC VOC ENERGY TR 0.0%
Value ($000) $22 Shares 2,800 Est. Cost $4.66 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $22 Shares 171 Est. Cost $141.74 Unrealized -17.5%
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $21 Shares 1,092 Est. Cost $44.13 Unrealized -43.1%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $20 Shares 418 Est. Cost $47.37 Unrealized -11.1%
ECL ECOLAB INC 0.0%
Value ($000) $20 Shares 109 Est. Cost $167.31 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $20 Shares 468 Est. Cost $31.35 Unrealized +35.2%
IEX IDEX CORP 0.0%
Value ($000) $19 Shares 88 Est. Cost $127.20 Unrealized +59.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $18 Shares 40 Est. Cost $324.17 Unrealized +33.1%
POOL POOL CORP 0.0%
Value ($000) $18 Shares 49 Est. Cost $349.21 Unrealized -5.6%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $18 Shares 165 Est. Cost $109.92 Unrealized -12.0%
FSK FS KKR CAP CORP 0.0%
Value ($000) $18 Shares 950 Est. Cost $11.05 Unrealized +14.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $18 Shares 74 Est. Cost $151.89 Unrealized +46.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $18 Shares 222 Est. Cost $71.08 Unrealized +11.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $18 Shares 80 Est. Cost $111.68 Unrealized +75.5%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $18 Shares 86 Est. Cost $97.96 Unrealized +72.7%
HANESBRANDS INC 0.0%
Value ($000) $17 Shares 3,752 Est. Cost $21.93 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $17 Shares 94 Est. Cost $118.75 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 200 Est. Cost $55.00 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $14 Shares 838 Est. Cost $42.49 Unrealized -60.2%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $14 Shares 200 Est. Cost $69.63 Unrealized -15.7%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $13 Shares 149 Est. Cost $53.69 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $13 Shares 43 Est. Cost $139.31 Unrealized +100.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $52.23 Unrealized -28.8%
NGVT INGEVITY CORP 0.0%
Value ($000) $13 Shares 218 Est. Cost $79.47 Unrealized -24.5%
L LOEWS CORP 0.0%
Value ($000) $13 Shares 212 Est. Cost $39.41 Unrealized +45.6%
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $48.48 Unrealized +49.9%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 500 Est. Cost $39.18 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 489 Est. Cost $24.43 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $11 Shares 196 Est. Cost $21.45 Unrealized +123.4%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $11 Shares 173 Est. Cost $62.32 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $11 Shares 210 Est. Cost $49.57 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $10 Shares 26 Est. Cost $337.41 Unrealized +6.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $10 Shares 43 Est. Cost $186.05 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $10 Shares 39 Est. Cost $124.66 Unrealized +70.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $206.05 Unrealized +132.6%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $9 Shares 71 Est. Cost $48.29 Unrealized +153.8%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $8 Shares 1,358 Est. Cost $8.18 Unrealized -35.7%
NFLX NETFLIX INC 0.0%
Value ($000) $8 Shares 19 Est. Cost $39.50 Unrealized -6.7%
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $8 Shares 207 Est. Cost $13.82 Unrealized +158.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $8 Shares 111 Est. Cost $57.10 Unrealized +12.6%
AGZ ISHARES TR 0.0%
Value ($000) $7 Shares 63 Est. Cost $112.17 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 166 Est. Cost $34.19 Unrealized -8.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $203.59 Unrealized +97.8%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 2 Est. Cost $2072.14 Unrealized +25.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $25.73 Unrealized +24.6%
VIRT VIRTU FINL INC 0.0%
Value ($000) $5 Shares 306 Est. Cost $25.08 Unrealized -26.9%
MMM 3M CO 0.0%
Value ($000) $5 Shares 50 Est. Cost $110.28 Unrealized -29.7%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $8.79 Unrealized -74.6%
GSK GSK PLC 0.0%
Value ($000) $4 Shares 124 Est. Cost $32.26 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $100.38 Unrealized -38.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 1,791 Est. Cost $10.83 Unrealized -79.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $4 Shares 42 Est. Cost $69.14 Unrealized +25.7%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $4 Shares 114 Est. Cost $18.51 Unrealized +44.6%
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
KARS KRANESHARES TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
T AT&T INC 0.0%
Value ($000) $3 Shares 194 Est. Cost $11.68 Unrealized +26.6%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 76 Est. Cost $37.50 Unrealized -10.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $2 Shares 41 Est. Cost $107.31 Unrealized -52.0%
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $2 Shares 85 Est. Cost $193.55 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $249.72 Unrealized -76.1%
HAIL SPDR SER TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.97 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 156 Est. Cost $6.41 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $18.55 Unrealized -30.0%
SHV ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $107.29 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $134.74 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.75 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $13.33 Unrealized -36.5%
FLOT ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.08 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $6.62 Unrealized +21.2%
ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.00 Unrealized