IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $932,877 (100.0% shares, 0.0% debt)

Holdings (558)

SCHD Schwab US Dividend Equity ETF 8.3%
Value ($000) $77,076 Shares 2,908,929 Est. Cost $27.36 Unrealized
VV VANGUARD LARGE CAP 6.8%
Value ($000) $63,124 Shares 222,243 Est. Cost $267.19 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 6.5%
Value ($000) $60,541 Shares 477,637 Est. Cost $115.07 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 5.8%
Value ($000) $54,397 Shares 731,391 Est. Cost $64.57 Unrealized
DSI ISHARES TR KLD 400 SOCIAL INDEX FD 5.0%
Value ($000) $46,468 Shares 402,011 Est. Cost $110.03 Unrealized
SCHX Schwab US Large-Cap ETF 4.7%
Value ($000) $44,146 Shares 1,806,295 Est. Cost $38.41 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 2.6%
Value ($000) $24,411 Shares 353,448 Est. Cost $58.92 Unrealized
JCPB JPMorgan Core Plus Bond ETF 2.5%
Value ($000) $23,433 Shares 497,940 Est. Cost $46.88 Unrealized
BSCU Invesco BulletShares 2030 Corp Bd ETF 2.4%
Value ($000) $22,018 Shares 1,312,174 Est. Cost $16.70 Unrealized
BSCT Invesco BulletShares 2029 Corp Bd ETF 2.3%
Value ($000) $21,063 Shares 1,126,366 Est. Cost $18.54 Unrealized
SCHB Schwab US Broad Market ETF 2.2%
Value ($000) $20,307 Shares 852,181 Est. Cost $37.13 Unrealized
GLD SPDR Gold Shares 1.8%
Value ($000) $16,755 Shares 1,235 Est. Cost $244.39 Unrealized
SPY SPDR S&P 500 ETF Trust 1.8%
Value ($000) $16,753 Shares 27,113 Est. Cost $585.56 Unrealized
BND Vanguard Total Bond Market ETF 1.7%
Value ($000) $15,471 Shares 210,113 Est. Cost $74.86 Unrealized
HYDB iShares High Yield Systematic Bond ETF 1.4%
Value ($000) $12,785 Shares 269,294 Est. Cost $45.02 Unrealized
SCHM Schwab US Mid-Cap ETF 1.3%
Value ($000) $12,515 Shares 446,152 Est. Cost $45.76 Unrealized
VSS VANGUARD FTSE AW X-US SM CAP 1.3%
Value ($000) $12,133 Shares 90,324 Est. Cost $114.43 Unrealized
SCHA Schwab US Small-Cap ETF 1.3%
Value ($000) $11,917 Shares 471,014 Est. Cost $37.97 Unrealized
NVDA NVIDIA Corp 1.2%
Value ($000) $11,275 Shares 71,361 Est. Cost $92.58 Unrealized +35.9%
MSFT Microsoft Corp 1.1%
Value ($000) $10,653 Shares 21,416 Est. Cost $423.21 Unrealized +2.2%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 1.1%
Value ($000) $9,902 Shares 136,400 Est. Cost $60.69 Unrealized
META Meta Platforms Inc Class A 1.0%
Value ($000) $9,700 Shares 13,142 Est. Cost $284.09 Unrealized +117.1%
SCHF Schwab International Equity ETF 1.0%
Value ($000) $9,230 Shares 417,626 Est. Cost $29.29 Unrealized
UITB VictoryShares Core Intermediate Bond ETF 1.0%
Value ($000) $9,042 Shares 192,100 Est. Cost $46.95 Unrealized
AMZN Amazon.com Inc 0.8%
Value ($000) $7,688 Shares 35,044 Est. Cost $133.80 Unrealized +47.9%
CRWD CrowdStrike Holdings Inc 0.8%
Value ($000) $7,553 Shares 14,830 Est. Cost $100.36 Unrealized +332.0%
AAPL Apple Inc 0.7%
Value ($000) $6,915 Shares 33,701 Est. Cost $181.05 Unrealized +11.2%
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $6,859 Shares 76,736 Est. Cost $75.85 Unrealized
BSJT Invesco BulletShares 2029 HY Corp Bd ETF 0.7%
Value ($000) $6,797 Shares 315,864 Est. Cost $21.12 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.7%
Value ($000) $6,655 Shares 227,848 Est. Cost $45.64 Unrealized
JPM JPMorgan Chase & Co 0.7%
Value ($000) $6,522 Shares 22,496 Est. Cost $108.48 Unrealized +132.9%
LMBS First Trust Low Duration Oppos ETF 0.7%
Value ($000) $6,438 Shares 130,703 Est. Cost $49.16 Unrealized
FAST Fastenal Co 0.7%
Value ($000) $6,311 Shares 150,252 Est. Cost $36.40 Unrealized +10.2%
PG Procter & Gamble Co 0.7%
Value ($000) $6,273 Shares 39,375 Est. Cost $164.23 Unrealized -2.1%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.7%
Value ($000) $6,156 Shares 91,842 Est. Cost $57.51 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $5,890 Shares 19,379 Est. Cost $290.47 Unrealized
FPE First Trust Preferred Sec & Inc ETF 0.6%
Value ($000) $5,788 Shares 325,157 Est. Cost $17.91 Unrealized
CTAS Cintas Corp 0.6%
Value ($000) $5,469 Shares 24,540 Est. Cost $190.88 Unrealized +12.2%
GOOG Alphabet Inc C 0.5%
Value ($000) $4,991 Shares 28,134 Est. Cost $134.89 Unrealized +22.2%
QCOM QUALCOMM Inc 0.5%
Value ($000) $4,592 Shares 28,834 Est. Cost $170.26 Unrealized -14.8%
EXEL Exelixis Inc 0.5%
Value ($000) $4,570 Shares 103,683 Est. Cost $17.42 Unrealized +129.4%
DDOG Datadog Inc 0.5%
Value ($000) $4,295 Shares 31,974 Est. Cost $74.93 Unrealized +47.7%
DHR Danaher Corp 0.5%
Value ($000) $4,235 Shares 21,405 Est. Cost $262.43 Unrealized -26.5%
V Visa Inc Class A 0.4%
Value ($000) $4,191 Shares 11,804 Est. Cost $156.31 Unrealized +122.0%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $4,150 Shares 42,443 Est. Cost $72.48 Unrealized +30.7%
GWW W.W. Grainger Inc 0.4%
Value ($000) $4,109 Shares 3,950 Est. Cost $956.89 Unrealized +8.0%
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.4%
Value ($000) $4,094 Shares 48,701 Est. Cost $71.38 Unrealized
KMI Kinder Morgan Inc P 0.4%
Value ($000) $3,995 Shares 135,869 Est. Cost $14.40 Unrealized +85.9%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $3,954 Shares 36,179 Est. Cost $113.45 Unrealized
ISRA VANECK ISRAEL ETF 0.4%
Value ($000) $3,878 Shares 74,883 Est. Cost $43.52 Unrealized
MELI MercadoLibre Inc 0.4%
Value ($000) $3,855 Shares 1,475 Est. Cost $1402.27 Unrealized +66.5%
C Citigroup Inc 0.4%
Value ($000) $3,686 Shares 43,308 Est. Cost $60.10 Unrealized +18.5%
VLO Valero Energy Corp 0.4%
Value ($000) $3,422 Shares 25,459 Est. Cost $45.10 Unrealized +171.2%
ZBRA Zebra Technologies Corp 0.4%
Value ($000) $3,392 Shares 11,000 Est. Cost $335.88 Unrealized -19.2%
BIL SPDR Blmbg 1-3 Mth T-Bill ETF 0.4%
Value ($000) $3,291 Shares 35,874 Est. Cost $91.72 Unrealized
PABU ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF 0.3%
Value ($000) $3,180 Shares 47,562 Est. Cost $65.04 Unrealized
OMF Onemain Hldgs Inc 0.3%
Value ($000) $3,166 Shares 55,541 Est. Cost $47.56 Unrealized +4.9%
AVUV Avantis U.S. Small Cap Value ETF 0.3%
Value ($000) $3,150 Shares 34,574 Est. Cost $80.87 Unrealized
PSTG Pure Storage Inc 0.3%
Value ($000) $3,039 Shares 52,776 Est. Cost $41.98 Unrealized +18.5%
COF Capital One Financial Corp 0.3%
Value ($000) $2,996 Shares 14,081 Est. Cost $132.40 Unrealized +39.8%
TSLA Tesla Motors Inc 0.3%
Value ($000) $2,992 Shares 9,420 Est. Cost $177.20 Unrealized +70.0%
MU Micron Technology Inc 0.3%
Value ($000) $2,979 Shares 24,168 Est. Cost $103.06 Unrealized -9.5%
ISRG Intuitive Surgical Inc 0.3%
Value ($000) $2,914 Shares 5,362 Est. Cost $291.30 Unrealized +79.5%
AMD Advanced Micro Devices Inc 0.3%
Value ($000) $2,889 Shares 20,357 Est. Cost $152.14 Unrealized -28.4%
AMP Ameriprise Financial Inc 0.3%
Value ($000) $2,803 Shares 5,251 Est. Cost $200.78 Unrealized +144.2%
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $2,800 Shares 4,926 Est. Cost $538.39 Unrealized
AVGO Broadcom Inc Com 0.3%
Value ($000) $2,774 Shares 10,064 Est. Cost $182.47 Unrealized +18.3%
CI The Cigna Group 0.3%
Value ($000) $2,701 Shares 8,171 Est. Cost $333.11 Unrealized -4.6%
TJX TJX Companies Inc 0.3%
Value ($000) $2,679 Shares 21,697 Est. Cost $112.96 Unrealized +11.4%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.3%
Value ($000) $2,531 Shares 28,365 Est. Cost $76.38 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $2,399 Shares 22,253 Est. Cost $110.09 Unrealized -5.1%
AVEM Avantis Emerging Markets Equity ETF 0.3%
Value ($000) $2,374 Shares 34,641 Est. Cost $61.98 Unrealized
ONTO Onto Innovation Inc 0.3%
Value ($000) $2,373 Shares 23,514 Est. Cost $191.93 Unrealized -44.4%
IWV iShares Russell 3000 ETF 0.3%
Value ($000) $2,348 Shares 6,690 Est. Cost $326.73 Unrealized
KNX Knight Swift Transn Hldgs Inc 0.2%
Value ($000) $2,269 Shares 51,292 Est. Cost $50.70 Unrealized -17.0%
BSX Boston Scientific Corp 0.2%
Value ($000) $2,139 Shares 19,916 Est. Cost $78.83 Unrealized +28.4%
FOUR Shift4 Payments Inc 0.2%
Value ($000) $2,138 Shares 21,571 Est. Cost $59.71 Unrealized +46.0%
ADBE Adobe Systems Inc 0.2%
Value ($000) $2,118 Shares 5,474 Est. Cost $519.48 Unrealized -25.8%
AOR ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD 0.2%
Value ($000) $2,027 Shares 33,222 Est. Cost $56.87 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $2,026 Shares 14,147 Est. Cost $140.18 Unrealized -2.3%
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $2,008 Shares 18,180 Est. Cost $110.22 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $1,964 Shares 10,581 Est. Cost $60.96 Unrealized +199.6%
CARR Carrier Global Corp-Wi 0.2%
Value ($000) $1,948 Shares 26,611 Est. Cost $29.52 Unrealized +128.1%
NKE Nike Inc B 0.2%
Value ($000) $1,929 Shares 27,000 Est. Cost $74.17 Unrealized -20.3%
AMAT Applied Materials Inc 0.2%
Value ($000) $1,921 Shares 10,494 Est. Cost $162.69 Unrealized -3.2%
EA Electronic Arts Inc 0.2%
Value ($000) $1,850 Shares 11,587 Est. Cost $144.03 Unrealized +2.4%
BAC Bank of America Corporation 0.2%
Value ($000) $1,818 Shares 38,428 Est. Cost $32.80 Unrealized +26.4%
CRM Salesforce Inc 0.2%
Value ($000) $1,731 Shares 6,337 Est. Cost $182.44 Unrealized +45.8%
MRK Merck & Co Inc 0.2%
Value ($000) $1,680 Shares 21,004 Est. Cost $64.09 Unrealized +20.8%
LOW Lowe's Companies Inc 0.2%
Value ($000) $1,669 Shares 7,524 Est. Cost $236.16 Unrealized -6.6%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $1,567 Shares 5,024 Est. Cost $301.70 Unrealized +24.3%
JNJ Johnson & Johnson 0.2%
Value ($000) $1,541 Shares 10,089 Est. Cost $152.66 Unrealized -1.2%
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,531 Shares 6,154 Est. Cost $237.29 Unrealized -0.1%
EXAS Exact Sciences Corp 0.2%
Value ($000) $1,471 Shares 27,680 Est. Cost $62.98 Unrealized -19.3%
TGT Target Corp 0.2%
Value ($000) $1,457 Shares 14,766 Est. Cost $136.07 Unrealized -31.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,428 Shares 25,047 Est. Cost $48.00 Unrealized
ZTS Zoetis Inc 0.2%
Value ($000) $1,419 Shares 9,101 Est. Cost $172.63 Unrealized -8.8%
MTZ MasTec Inc 0.2%
Value ($000) $1,419 Shares 8,326 Est. Cost $109.17 Unrealized +31.9%
ELV Elevance Health Inc 0.2%
Value ($000) $1,419 Shares 3,647 Est. Cost $506.14 Unrealized -21.6%
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $1,380 Shares 2,841 Est. Cost $442.18 Unrealized +14.9%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $1,375 Shares 22,176 Est. Cost $62.31 Unrealized
LHX L3Harris Technologies Inc 0.1%
Value ($000) $1,363 Shares 5,433 Est. Cost $224.72 Unrealized +1.0%
DKNG DraftKings Inc 0.1%
Value ($000) $1,318 Shares 30,721 Est. Cost $16.08 Unrealized +123.0%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.1%
Value ($000) $1,307 Shares 26,575 Est. Cost $45.07 Unrealized
LITE Lumentum Holdings Inc 0.1%
Value ($000) $1,307 Shares 13,751 Est. Cost $58.92 Unrealized +20.4%
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.1%
Value ($000) $1,277 Shares 64,527 Est. Cost $18.36 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $1,255 Shares 2,273 Est. Cost $308.92 Unrealized
ULTA Ulta Beauty Inc 0.1%
Value ($000) $1,253 Shares 2,679 Est. Cost $375.07 Unrealized +10.3%
AES The AES Corp 0.1%
Value ($000) $1,195 Shares 113,585 Est. Cost $13.18 Unrealized -21.4%
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $1,178 Shares 42,558 Est. Cost $35.65 Unrealized
ADP Automatic Data Processing Inc 0.1%
Value ($000) $1,164 Shares 3,757 Est. Cost $234.26 Unrealized +29.1%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $1,156 Shares 2,202 Est. Cost $411.09 Unrealized +35.3%
SCHC Schwab International Small-Cap Eq ETF 0.1%
Value ($000) $1,156 Shares 27,132 Est. Cost $38.25 Unrealized
DOCU Docusign INC 0.1%
Value ($000) $1,138 Shares 14,615 Est. Cost $59.69 Unrealized +35.5%
WBD Warner Bros. Discovery Inc. COM USD0.01 SER A 0.1%
Value ($000) $1,138 Shares 99,298 Est. Cost $7.88 Unrealized +18.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $1,110 Shares 9,064 Est. Cost $112.52 Unrealized
DXC DXC Technology Co 0.1%
Value ($000) $1,100 Shares 71,954 Est. Cost $26.10 Unrealized -41.0%
ASML ASML Holding NV 0.1%
Value ($000) $1,071 Shares 1,337 Est. Cost $698.12 Unrealized
GNRC Generac Holdings Inc 0.1%
Value ($000) $1,057 Shares 7,383 Est. Cost $146.58 Unrealized -16.8%
EQIX Equinix Inc 0.1%
Value ($000) $1,057 Shares 1,329 Est. Cost $836.44 Unrealized -0.1%
MA Mastercard Inc A 0.1%
Value ($000) $1,010 Shares 1,798 Est. Cost $456.39 Unrealized +20.8%
AZTA Azenta Inc 0.1%
Value ($000) $987 Shares 32,076 Est. Cost $48.42 Unrealized -41.9%
RGEN Repligen Corp 0.1%
Value ($000) $944 Shares 7,592 Est. Cost $142.76 Unrealized -10.9%
OTEX Open Text Corp 0.1%
Value ($000) $944 Shares 32,333 Est. Cost $29.59 Unrealized -10.3%
FANG Diamondback Energy Inc COM USD0.01 0.1%
Value ($000) $900 Shares 6,551 Est. Cost $185.12 Unrealized -26.4%
XPO XPO Inc 0.1%
Value ($000) $892 Shares 7,063 Est. Cost $114.74 Unrealized -2.2%
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD 0.1%
Value ($000) $887 Shares 11,001 Est. Cost $74.92 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value ($000) $866 Shares 14,205 Est. Cost $52.29 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 0.1%
Value ($000) $861 Shares 7,234 Est. Cost $119.57 Unrealized
OTIS OTIS Worldwide Corp-Wi 0.1%
Value ($000) $849 Shares 8,570 Est. Cost $51.36 Unrealized +85.8%
ALL Allstate Corp 0.1%
Value ($000) $829 Shares 4,098 Est. Cost $195.22 Unrealized +0.8%
SBUX Starbucks Corp 0.1%
Value ($000) $798 Shares 8,709 Est. Cost $82.83 Unrealized +2.8%
VLTO Veralto Corp 0.1%
Value ($000) $767 Shares 7,585 Est. Cost $73.75 Unrealized +30.4%
MP MP Materials Corp 0.1%
Value ($000) $731 Shares 21,957 Est. Cost $13.58 Unrealized +87.9%
ALAB Astera Labs Inc 0.1%
Value ($000) $727 Shares 8,044 Est. Cost $88.76 Unrealized -11.0%
BSJS Invesco BulletShares 2028 HY Corp Bd ETF 0.1%
Value ($000) $716 Shares 32,491 Est. Cost $22.16 Unrealized
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.1%
Value ($000) $678 Shares 13,307 Est. Cost $48.15 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 0.1%
Value ($000) $661 Shares 6,932 Est. Cost $89.34 Unrealized
FTV Fortive Corp Com 0.1%
Value ($000) $653 Shares 12,532 Est. Cost $44.05 Unrealized +18.5%
EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF 0.1%
Value ($000) $622 Shares 18,598 Est. Cost $31.36 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 0.1%
Value ($000) $583 Shares 4,317 Est. Cost $125.62 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $578 Shares 8,109 Est. Cost $65.65 Unrealized +6.3%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $542 Shares 6,015 Est. Cost $87.97 Unrealized +3.6%
FBIN Fortune Brands Innovations Inc 0.1%
Value ($000) $513 Shares 9,956 Est. Cost $72.50 Unrealized -29.1%
FDX FedEx Corp 0.1%
Value ($000) $512 Shares 2,240 Est. Cost $246.83 Unrealized -12.8%
AOM ISHARES TR S&P MODERATE ALLOCATION FD 0.1%
Value ($000) $498 Shares 11,244 Est. Cost $42.06 Unrealized
IRTC iRhythm Technologies Inc 0.1%
Value ($000) $497 Shares 3,230 Est. Cost $79.65 Unrealized +62.2%
VSAT Viasat Inc 0.0%
Value ($000) $458 Shares 31,404 Est. Cost $40.83 Unrealized -75.2%
HD The Home Depot Inc 0.0%
Value ($000) $435 Shares 1,186 Est. Cost $352.64 Unrealized +0.9%
PABD ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI WORLD EX USA ETF 0.0%
Value ($000) $423 Shares 7,000 Est. Cost $51.17 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $415 Shares 1,638 Est. Cost $232.52 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $401 Shares 4,272 Est. Cost $90.22 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $383 Shares 1,567 Est. Cost $180.45 Unrealized +9.1%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $333 Shares 784 Est. Cost $375.38 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $306 Shares 2,957 Est. Cost $58.41 Unrealized +57.4%
RSPF Invesco S&P 500 Equal Weight Fincl ETF 0.0%
Value ($000) $303 Shares 3,985 Est. Cost $42.22 Unrealized
BSCR Invesco BulletShares 2027 Corporate Bond ETF 0.0%
Value ($000) $289 Shares 14,719 Est. Cost $18.80 Unrealized
BSCS Invesco BulletShares 2028 Corporate Bond ETF 0.0%
Value ($000) $285 Shares 13,891 Est. Cost $19.72 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $272 Shares 2,853 Est. Cost $120.89 Unrealized -32.9%
BSJV Invesco BulletShares 2031 HY Corp Bd ETF 0.0%
Value ($000) $270 Shares 10,109 Est. Cost $26.04 Unrealized
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION FD 0.0%
Value ($000) $267 Shares 7,212 Est. Cost $35.41 Unrealized
HYMB SPDR Nuveen Blmbg Hi Yld Muncpl Bd ETF 0.0%
Value ($000) $262 Shares 10,560 Est. Cost $25.41 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $259 Shares 262 Est. Cost $776.30 Unrealized +27.6%
ABT Abbott Laboratories 0.0%
Value ($000) $247 Shares 1,817 Est. Cost $107.07 Unrealized +22.0%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $246 Shares 1,038 Est. Cost $222.89 Unrealized
NACP TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF 0.0%
Value ($000) $217 Shares 4,952 Est. Cost $40.88 Unrealized
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $213 Shares 1,025 Est. Cost $196.34 Unrealized -2.6%
AXP American Express Co 0.0%
Value ($000) $207 Shares 648 Est. Cost $292.46 Unrealized -4.5%
G Genpact Ltd 0.0%
Value ($000) $203 Shares 4,611 Est. Cost $49.07 Unrealized -8.4%
RAL RALLIANT CORP 0.0%
Value ($000) $203 Shares 4,177 Est. Cost $49.24 Unrealized 0.0%
NET Cloudflare Inc 0.0%
Value ($000) $196 Shares 999 Est. Cost $132.56 Unrealized +9.5%
BSJU Invesco BulletShares 2030 HY Corp Bd ETF 0.0%
Value ($000) $179 Shares 6,885 Est. Cost $25.49 Unrealized
DE Deere & Co 0.0%
Value ($000) $179 Shares 350 Est. Cost $461.52 Unrealized +5.0%
ORCL Oracle Corp 0.0%
Value ($000) $162 Shares 740 Est. Cost $161.56 Unrealized -0.5%
CAH Cardinal Health Inc 0.0%
Value ($000) $159 Shares 946 Est. Cost $125.89 Unrealized +16.9%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $159 Shares 562 Est. Cost $300.39 Unrealized -10.7%
XLV The Health Care Select Sector SPDR ETF 0.0%
Value ($000) $154 Shares 1,143 Est. Cost $137.57 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $147 Shares 874 Est. Cost $180.81 Unrealized -10.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.0%
Value ($000) $147 Shares 2,992 Est. Cost $49.62 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $141 Shares 1,514 Est. Cost $72.04 Unrealized +14.3%
XLU The Utilities Select Sector SPDR ETF 0.0%
Value ($000) $133 Shares 1,627 Est. Cost $78.85 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $130 Shares 209 Est. Cost $564.49 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $114 Shares 1,031 Est. Cost $92.91 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $106 Shares 1,158 Est. Cost $77.67 Unrealized +7.1%
CNC Centene Corp 0.0%
Value ($000) $106 Shares 1,944 Est. Cost $60.43 Unrealized -3.0%
Bank Of America 7.25 Non Cumulatve Perp C V T Pfd 0.0%
Value ($000) $103 Shares 85 Est. Cost $1234.56 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $102 Shares 11,449 Est. Cost $9.75 Unrealized -15.9%
CL Colgate-Palmolive Co 0.0%
Value ($000) $101 Shares 1,110 Est. Cost $87.83 Unrealized +2.5%
Wells Fargo & Co 0.0%
Value ($000) $100 Shares 85 Est. Cost $1200.80 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $98 Shares 936 Est. Cost $105.44 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $97 Shares 424 Est. Cost $218.81 Unrealized +4.9%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $96 Shares 1,821 Est. Cost $46.80 Unrealized +1.6%
NFLX Netflix Inc 0.0%
Value ($000) $95 Shares 71 Est. Cost $95.86 Unrealized +17.9%
SLV iShares Silver Trust 0.0%
Value ($000) $92 Shares 2,801 Est. Cost $31.06 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $86 Shares 438 Est. Cost $190.81 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $86 Shares 1,058 Est. Cost $81.67 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $85 Shares 566 Est. Cost $157.94 Unrealized -14.5%
TFC Truist Finl Corp Com 0.0%
Value ($000) $84 Shares 1,961 Est. Cost $42.69 Unrealized -11.0%
TRV The Travelers Companies Inc 0.0%
Value ($000) $83 Shares 309 Est. Cost $245.41 Unrealized +6.2%
GPN Global Payments Inc 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $103.45 Unrealized -24.2%
AON Aon PLC 0.0%
Value ($000) $80 Shares 223 Est. Cost $381.59 Unrealized -5.3%
NVS Novartis Ag 0.0%
Value ($000) $77 Shares 640 Est. Cost $115.35 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $77 Shares 596 Est. Cost $116.48 Unrealized
PEP PepsiCo Inc 0.0%
Value ($000) $72 Shares 547 Est. Cost $143.48 Unrealized -8.7%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $72 Shares 1,695 Est. Cost $44.86 Unrealized
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $71 Shares 1,540 Est. Cost $55.48 Unrealized -14.9%
ACN Accenture PLC A 0.0%
Value ($000) $71 Shares 238 Est. Cost $345.15 Unrealized -12.2%
CPRT Copart Inc 0.0%
Value ($000) $70 Shares 1,430 Est. Cost $56.28 Unrealized -0.6%
SJM JM Smucker Co 0.0%
Value ($000) $69 Shares 706 Est. Cost $104.34 Unrealized +2.8%
EVRG Evergy Inc COM NPV 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $63.12 Unrealized +3.9%
GH Guardant Health Inc COM USD0.00001 0.0%
Value ($000) $68 Shares 1,312 Est. Cost $28.57 Unrealized +56.3%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $67 Shares 1,433 Est. Cost $45.64 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $65 Shares 1,329 Est. Cost $58.63 Unrealized -22.3%
TXN Texas Instruments Inc 0.0%
Value ($000) $65 Shares 314 Est. Cost $182.23 Unrealized -4.4%
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $64 Shares 912 Est. Cost $73.50 Unrealized
BSJR Invesco BulletShares 2027 HY Corp Bd ETF 0.0%
Value ($000) $63 Shares 2,753 Est. Cost $22.11 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $62 Shares 79 Est. Cost $818.60 Unrealized -5.5%
ECL Ecolab Inc 0.0%
Value ($000) $62 Shares 228 Est. Cost $249.66 Unrealized +1.1%
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $61 Shares 274 Est. Cost $211.90 Unrealized +3.8%
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value ($000) $60 Shares 604 Est. Cost $99.20 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $57 Shares 147 Est. Cost $351.66 Unrealized -5.9%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $57 Shares 967 Est. Cost $58.71 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $56 Shares 192 Est. Cost $293.61 Unrealized +3.4%
MS Morgan Stanley 0.0%
Value ($000) $56 Shares 398 Est. Cost $125.78 Unrealized -3.8%
SHW Sherwin-Williams Co 0.0%
Value ($000) $56 Shares 162 Est. Cost $348.12 Unrealized -1.0%
CRS Carpenter Technology Corp 0.0%
Value ($000) $54 Shares 196 Est. Cost $192.09 Unrealized +13.2%
OGE OGE Energy Corp 0.0%
Value ($000) $53 Shares 1,200 Est. Cost $43.52 Unrealized +1.9%
PSA Public Storage 0.0%
Value ($000) $53 Shares 179 Est. Cost $287.59 Unrealized -0.0%
UPS United Parcel Service Inc Class B 0.0%
Value ($000) $50 Shares 497 Est. Cost $112.66 Unrealized -16.5%
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.0%
Value ($000) $50 Shares 961 Est. Cost $45.97 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $50 Shares 125 Est. Cost $377.08 Unrealized -1.5%
GEV GE Vernova Inc 0.0%
Value ($000) $48 Shares 91 Est. Cost $350.38 Unrealized +18.7%
WDAY Workday Inc 0.0%
Value ($000) $48 Shares 200 Est. Cost $255.22 Unrealized -4.6%
CLX Clorox Co 0.0%
Value ($000) $48 Shares 397 Est. Cost $147.98 Unrealized -11.9%
OKE ONEOK Inc 0.0%
Value ($000) $47 Shares 579 Est. Cost $94.96 Unrealized -15.0%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $47 Shares 85 Est. Cost $505.45 Unrealized +4.2%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $47 Shares 254 Est. Cost $162.22 Unrealized +5.1%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $45 Shares 269 Est. Cost $146.43 Unrealized +1.0%
UNP Union Pacific Corp 0.0%
Value ($000) $42 Shares 182 Est. Cost $235.39 Unrealized -7.2%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $42 Shares 338 Est. Cost $119.73 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $42 Shares 125 Est. Cost $274.46 Unrealized +2.8%
GDXJ MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW 0.0%
Value ($000) $40 Shares 594 Est. Cost $57.20 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $40 Shares 358 Est. Cost $100.62 Unrealized +3.7%
GOOGL Alphabet Inc A 0.0%
Value ($000) $39 Shares 222 Est. Cost $177.56 Unrealized -8.0%
CROX Crocs Inc 0.0%
Value ($000) $38 Shares 374 Est. Cost $103.63 Unrealized -1.6%
GE GE Aerospace 0.0%
Value ($000) $38 Shares 146 Est. Cost $196.67 Unrealized +11.1%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $37 Shares 408 Est. Cost $83.28 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $36 Shares 512 Est. Cost $68.65 Unrealized -0.8%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $35 Shares 1,501 Est. Cost $25.55 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $33 Shares 322 Est. Cost $98.48 Unrealized +3.5%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $33 Shares 250 Est. Cost $134.29 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $33 Shares 92 Est. Cost $308.54 Unrealized -0.6%
COP ConocoPhillips 0.0%
Value ($000) $32 Shares 357 Est. Cost $96.64 Unrealized -8.9%
Hess Corp 0.0%
Value ($000) $31 Shares 225 Est. Cost $159.73 Unrealized
T AT&T Inc 0.0%
Value ($000) $31 Shares 1,071 Est. Cost $24.50 Unrealized +10.1%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $31 Shares 155 Est. Cost $161.34 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $31 Shares 105 Est. Cost $276.55 Unrealized +3.8%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $30 Shares 380 Est. Cost $68.06 Unrealized
BLDR Builders FirstSource Inc 0.0%
Value ($000) $29 Shares 252 Est. Cost $145.49 Unrealized -20.7%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $29 Shares 560 Est. Cost $49.60 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $29 Shares 221 Est. Cost $122.96 Unrealized -6.1%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $29 Shares 459 Est. Cost $59.88 Unrealized -3.3%
TPL Texas Pacific Land Corp 0.0%
Value ($000) $29 Shares 27 Est. Cost $443.26 Unrealized -8.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $28 Shares 70 Est. Cost $539.78 Unrealized -22.7%
SW Smurfit WestRock plc COM USD0.001 0.0%
Value ($000) $28 Shares 657 Est. Cost $49.54 Unrealized -14.9%
BKH Black Hills Corp 0.0%
Value ($000) $28 Shares 500 Est. Cost $56.47 Unrealized +0.0%
XLRE The Real Estate Select Sector SPDR 0.0%
Value ($000) $28 Shares 670 Est. Cost $41.85 Unrealized
HELE Helen Of Troy Ltd 0.0%
Value ($000) $27 Shares 963 Est. Cost $57.77 Unrealized -46.9%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $27 Shares 225 Est. Cost $121.38 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $27 Shares 54 Est. Cost $470.32 Unrealized +3.4%
QQQM Invesco NASDAQ 100 ETF 0.0%
Value ($000) $25 Shares 109 Est. Cost $193.02 Unrealized
PFF iShares Preferred&Income Securities ETF 0.0%
Value ($000) $25 Shares 806 Est. Cost $33.23 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $25 Shares 88 Est. Cost $268.02 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $25 Shares 261 Est. Cost $84.51 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $25 Shares 376 Est. Cost $66.26 Unrealized -9.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $24 Shares 486 Est. Cost $49.51 Unrealized
VZ Verizon Communications Inc 0.0%
Value ($000) $24 Shares 553 Est. Cost $39.69 Unrealized +5.4%
RMD ResMed Inc 0.0%
Value ($000) $23 Shares 91 Est. Cost $231.72 Unrealized +2.4%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $23 Shares 325 Est. Cost $64.52 Unrealized
HON Honeywell International Inc 0.0%
Value ($000) $22 Shares 96 Est. Cost $198.48 Unrealized +0.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $22 Shares 444 Est. Cost $46.30 Unrealized
HSY The Hershey Co 0.0%
Value ($000) $21 Shares 125 Est. Cost $159.26 Unrealized +1.5%
AMT American Tower Corp 0.0%
Value ($000) $21 Shares 93 Est. Cost $190.19 Unrealized +10.6%
CCB Coastal Financial Corp. COM NPV 0.0%
Value ($000) $20 Shares 207 Est. Cost $87.39 Unrealized -1.4%
CMG Chipotle Mexican Grill Inc Class A 0.0%
Value ($000) $20 Shares 354 Est. Cost $54.34 Unrealized -6.4%
DIS Walt Disney Co 0.0%
Value ($000) $20 Shares 159 Est. Cost $106.03 Unrealized -3.0%
FLG Flagstar Financial Inc 0.0%
Value ($000) $20 Shares 1,846 Est. Cost $11.21 Unrealized +1.7%
SNX SYNNEX Corp 0.0%
Value ($000) $18 Shares 136 Est. Cost $131.75 Unrealized -11.7%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $18 Shares 125 Est. Cost $116.54 Unrealized
Dun & Bradstreet Holdings Inc 0.0%
Value ($000) $18 Shares 1,936 Est. Cost $8.94 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $17 Shares 710 Est. Cost $24.62 Unrealized -9.2%
GEHC GE Healthcare Technologies Inc. COM USD0.01 0.0%
Value ($000) $17 Shares 227 Est. Cost $85.82 Unrealized -19.0%
WELL Welltower Inc Com 0.0%
Value ($000) $16 Shares 107 Est. Cost $140.59 Unrealized +5.2%
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $16 Shares 173 Est. Cost $74.36 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $16 Shares 542 Est. Cost $28.65 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $15 Shares 264 Est. Cost $56.70 Unrealized -1.0%
POOL Pool Corp 0.0%
Value ($000) $14 Shares 49 Est. Cost $334.01 Unrealized -10.4%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $14 Shares 224 Est. Cost $58.54 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $14 Shares 171 Est. Cost $79.37 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $14 Shares 149 Est. Cost $93.87 Unrealized
L Loews Corp 0.0%
Value ($000) $13 Shares 145 Est. Cost $85.35 Unrealized +2.7%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.05 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 0.0%
Value ($000) $12 Shares 382 Est. Cost $32.68 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $12 Shares 374 Est. Cost $29.84 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $12 Shares 136 Est. Cost $90.54 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $12 Shares 74 Est. Cost $177.78 Unrealized -0.6%
LH Labcorp Holdings Inc 0.0%
Value ($000) $12 Shares 44 Est. Cost $240.30 Unrealized +0.6%
OEF iShares S&P 100 ETF 0.0%
Value ($000) $11 Shares 36 Est. Cost $270.81 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $11 Shares 265 Est. Cost $37.64 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $11 Shares 451 Est. Cost $28.97 Unrealized -10.0%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 227 Est. Cost $40.46 Unrealized
NGVT Ingevity Corp Com 0.0%
Value ($000) $9 Shares 218 Est. Cost $44.25 Unrealized -12.8%
DXCM DexCom Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.60 Unrealized -3.9%
CFFN Capitol Federal Financial Inc 0.0%
Value ($000) $8 Shares 1,358 Est. Cost $5.46 Unrealized -1.4%
MMM 3M Co 0.0%
Value ($000) $8 Shares 54 Est. Cost $144.33 Unrealized -2.1%
BA Boeing Co 0.0%
Value ($000) $8 Shares 39 Est. Cost $174.71 Unrealized +8.1%
BITB Bitwise Bitcoin ETF Trust 0.0%
Value ($000) $8 Shares 130 Est. Cost $58.59 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $7 Shares 207 Est. Cost $35.00 Unrealized -3.1%
ENB Enbridge Inc Com 0.0%
Value ($000) $6 Shares 142 Est. Cost $41.39 Unrealized +5.8%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $6 Shares 89 Est. Cost $66.34 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $6 Shares 63 Est. Cost $87.17 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 71 Est. Cost $75.65 Unrealized
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $6 Shares 139 Est. Cost $35.98 Unrealized
DIVB ISHARES CORE DIVIDEND ETF 0.0%
Value ($000) $5 Shares 95 Est. Cost $48.52 Unrealized
SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 0.0%
Value ($000) $5 Shares 184 Est. Cost $24.86 Unrealized
LBTYK Liberty Global Group C 0.0%
Value ($000) $4 Shares 387 Est. Cost $12.03 Unrealized -13.9%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $4 Shares 118 Est. Cost $33.01 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $4 Shares 251 Est. Cost $14.87 Unrealized
GGLL DIREXION DAILY GOOGL BULL 2X SHARES 0.0%
Value ($000) $4 Shares 110 Est. Cost $28.68 Unrealized
SDZNY Sandoz Group AG SPON ADS EACH REP 1 COM SHS 0.0%
Value ($000) $3 Shares 64 Est. Cost $41.91 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $68.45 Unrealized
SCHH SCH US REIT ETF 0.0%
Value ($000) $2 Shares 116 Est. Cost $21.16 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $2 Shares 14 Est. Cost $140.36 Unrealized
IBM International Business Machines Corp 0.0%
Value ($000) $2 Shares 8 Est. Cost $253.82 Unrealized 0.0%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.21 Unrealized -9.2%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $2 Shares 3 Est. Cost $571.74 Unrealized 0.0%
IVES DAN IVES WEDBUSH AI REVOLUTION ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $27.11 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $2 Shares 2 Est. Cost $188.66 Unrealized 0.0%
CSCO Cisco Systems Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $60.38 Unrealized 0.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $2 Shares 24 Est. Cost $71.15 Unrealized 0.0%
LIN Linde plc 0.0%
Value ($000) $2 Shares 4 Est. Cost $452.31 Unrealized 0.0%
PM Philip Morris International Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $167.37 Unrealized 0.0%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $117.28 Unrealized 0.0%
SPGI S&Pglobal Inc Com 0.0%
Value ($000) $2 Shares 3 Est. Cost $496.65 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $2 Shares 2 Est. Cost $674.49 Unrealized 0.0%
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $223.19 Unrealized 0.0%
JCI Johnson Controls International PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $91.75 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $1 Shares 6 Est. Cost $192.76 Unrealized 0.0%
RCL Royal Caribbean Group 0.0%
Value ($000) $1 Shares 4 Est. Cost $236.14 Unrealized 0.0%
TMUS T-Mobile US Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $241.48 Unrealized 0.0%
HCA HCA Healthcare Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $358.58 Unrealized 0.0%
BLK BlackRock Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $933.09 Unrealized 0.0%
RTX RTX CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $131.75 Unrealized 0.0%
MDT Medtronic PLC 0.0%
Value ($000) $1 Shares 11 Est. Cost $83.50 Unrealized 0.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $301.68 Unrealized 0.0%
KLAC KLA Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $748.55 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $460.83 Unrealized 0.0%
TT Trane Technologies PLC 0.0%
Value ($000) $1 Shares 2 Est. Cost $392.99 Unrealized 0.0%
AFL Aflac Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.63 Unrealized 0.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $185.70 Unrealized 0.0%
ANET Arista Networks Inc COM USD0.0001 (PST REV SPT) 0.0%
Value ($000) $1 Shares 8 Est. Cost $86.52 Unrealized 0.0%
MDLZ Mondelez International Inc Class A 0.0%
Value ($000) $1 Shares 12 Est. Cost $65.14 Unrealized 0.0%
HLN Haleon PLC SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $1 Shares 78 Est. Cost $10.28 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.73 Unrealized 0.0%
PGR Progressive Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $257.53 Unrealized 0.0%
APH Amphenol Corp 0.0%
Value ($000) $1 Shares 8 Est. Cost $81.39 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1 Shares 18 Est. Cost $36.56 Unrealized 0.0%
HWM Howmet Aerospace Inc COM USD1.00 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.62 Unrealized 0.0%
SO Southern Co 0.0%
Value ($000) $1 Shares 8 Est. Cost $87.99 Unrealized 0.0%
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $633.58 Unrealized 0.0%
MO Altria Group Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $55.95 Unrealized 0.0%
DUK Duke Energy Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $115.43 Unrealized 0.0%
PH Parker Hannifin Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $628.26 Unrealized 0.0%
WMB Williams Companies Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.67 Unrealized 0.0%
FISV Fiserv Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $181.35 Unrealized 0.0%
CEG Constellation Energy Corp. COM NPV 0.0%
Value ($000) $1 Shares 2 Est. Cost $263.84 Unrealized 0.0%
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $1 Shares 2 Est. Cost $327.56 Unrealized 0.0%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.95 Unrealized 0.0%
SNA Snap-on Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $312.59 Unrealized 0.0%
ADSK Autodesk Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $283.70 Unrealized 0.0%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $290.76 Unrealized 0.0%
COR Cencora Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $286.82 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 5 Est. Cost $109.47 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.36 Unrealized 0.0%
MTB M&T Bank Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $172.90 Unrealized 0.0%
MSCI MSCI Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $549.12 Unrealized 0.0%
ROP Roper Technologies Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $562.13 Unrealized 0.0%
AMGN Amgen Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $277.77 Unrealized 0.0%
CME CME Group Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $268.48 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $1 Shares 6 Est. Cost $91.00 Unrealized 0.0%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $478.19 Unrealized 0.0%
SRE Sempra 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.59 Unrealized 0.0%
STT State Street Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $90.57 Unrealized 0.0%
SNPS Synopsys Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $465.91 Unrealized 0.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $233.06 Unrealized 0.0%
MCO Moodys Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $461.00 Unrealized 0.0%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $114.70 Unrealized 0.0%
DASH DoorDash Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $200.58 Unrealized 0.0%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $35.85 Unrealized
BYD Boyd Gaming Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.97 Unrealized 0.0%
BKR Baker Hughes Co 0.0%
Value ($000) $0 Shares 12 Est. Cost $37.27 Unrealized 0.0%
POWI Power Integrations Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $50.63 Unrealized 0.0%
NTAP NetApp Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $93.51 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $415.08 Unrealized 0.0%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.91 Unrealized 0.0%
CHTR Charter Communications Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $382.78 Unrealized 0.0%
HUBB Hubbell Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $367.61 Unrealized 0.0%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.59 Unrealized 0.0%
MET MetLife Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.82 Unrealized 0.0%
EMR Emerson Electric Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $113.54 Unrealized 0.0%
MKSI MKS Instruments Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.86 Unrealized 0.0%
J Jacobs Solutions Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.56 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.07 Unrealized 0.0%
FOXA Fox Corporation COM USD0.01 CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.50 Unrealized 0.0%
VST Vistra Energy Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $147.45 Unrealized 0.0%
CHRW C.H. Robinson Worldwide Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $92.42 Unrealized 0.0%
HIG The Hartford Insurance Group Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.91 Unrealized 0.0%
PWR Quanta Services Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $320.76 Unrealized 0.0%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $350.35 Unrealized 0.0%
CTVA Corteva Inc com 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.17 Unrealized 0.0%
ELF e.l.f. Beauty Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.34 Unrealized 0.0%
EBAY eBay Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.22 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $46.30 Unrealized 0.0%
SOFI SoFi Technologies Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $13.19 Unrealized 0.0%
AME AMETEK Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $171.25 Unrealized 0.0%
NDAQ Nasdaq Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.17 Unrealized 0.0%
CDW CDW Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $168.13 Unrealized 0.0%
RGLD Royal Gold Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $177.03 Unrealized 0.0%
EQT EQT Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.58 Unrealized 0.0%
WAT Waters Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $343.81 Unrealized 0.0%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $160.19 Unrealized 0.0%
AMKR Amkor Technology Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $18.29 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $305.67 Unrealized 0.0%
VTR Ventas Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.96 Unrealized 0.0%
FTNT Fortinet Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.89 Unrealized 0.0%
PHM PulteGroup Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.20 Unrealized 0.0%
PODD Insulet Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $288.61 Unrealized 0.0%
WEC Wecenergy Group Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $104.25 Unrealized 0.0%
CTSH Cognizant Technology Solutions Corp A 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.82 Unrealized 0.0%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $0 Shares 15 Est. Cost $16.47 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $272.45 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $0 Shares 13 Est. Cost $20.72 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $0 Shares 26 Est. Cost $9.87 Unrealized 0.0%
HOOD Robinhood Markets Inc COM USD0.0001 CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.18 Unrealized 0.0%
ALGM ALLEGRO MICROSYSTEMS ORD 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.91 Unrealized 0.0%
TER Teradyne Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.69 Unrealized 0.0%
DTE DTE Energy Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $131.30 Unrealized 0.0%
GFS GLOBALFOUNDRIES Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $36.26 Unrealized 0.0%
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $14.18 Unrealized 0.0%
STLD Steel Dynamics Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.36 Unrealized 0.0%
NFG National Fuel Gas Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.72 Unrealized 0.0%
RMBS Rambus Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.58 Unrealized 0.0%
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $229.21 Unrealized 0.0%
QRVO Qorvo Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $72.22 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.50 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.40 Unrealized 0.0%
GL Globe Life Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.89 Unrealized 0.0%
DELL Dell Technologies Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.32 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.70 Unrealized 0.0%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $225.31 Unrealized 0.0%
HII Huntington Ingalls Industries Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $220.44 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $231.81 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.58 Unrealized 0.0%
EXE Expand Energy Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.10 Unrealized 0.0%
DG Dollar General Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.12 Unrealized 0.0%
PPG PPG Industries Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.34 Unrealized 0.0%
OSK Oshkosh Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.81 Unrealized 0.0%
LFUS Littelfuse Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $197.22 Unrealized 0.0%
SNOW Snowflake Inc COM USD0.0001 0.0%
Value ($000) $0 Shares 1 Est. Cost $180.80 Unrealized 0.0%
UGI UGI Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.40 Unrealized 0.0%
NVT nVent Electric PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.98 Unrealized 0.0%
FERG Ferguson Enterprises Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $182.05 Unrealized 0.0%
SNDR Schneider National Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.23 Unrealized 0.0%
U Unity Software Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.00 Unrealized 0.0%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $37.70 Unrealized 0.0%
NXT NEXTracker Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $50.16 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.57 Unrealized 0.0%
TTD The Trade Desk Inc Com Cl A 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.85 Unrealized 0.0%
NDSN Nordson Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.94 Unrealized 0.0%
DRVN Driven Brands Holdings Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.16 Unrealized 0.0%
RBLX Roblox Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.55 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.32 Unrealized 0.0%
MDB Mongodb Inc Cl A 0.0%
Value ($000) $0 Shares 1 Est. Cost $184.86 Unrealized 0.0%
HQY HealthEquity Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.79 Unrealized 0.0%
CRUS Cirrus Logic Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.97 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.67 Unrealized 0.0%
GRMN Garmin Ltd 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.09 Unrealized 0.0%
TXG 10x Genomics Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $9.12 Unrealized 0.0%
XEL Xcel Energy Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.81 Unrealized 0.0%
AGCO AGCO Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.49 Unrealized 0.0%
APTV Aptiv PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.92 Unrealized 0.0%
CCI Crown Castle Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.04 Unrealized 0.0%
XYZ Block Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $58.18 Unrealized 0.0%
INCY Incyte Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.35 Unrealized 0.0%
NI NiSource Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.61 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.69 Unrealized 0.0%
AR Antero Resources Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $37.87 Unrealized 0.0%
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.73 Unrealized 0.0%
LRCX Lam Research Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.86 Unrealized 0.0%
INFORMATICA INC - CLASS A 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.38 Unrealized
ES Eversource Energy 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.90 Unrealized 0.0%
AEE Ameren Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.15 Unrealized 0.0%
DVN Devon Energy Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $31.24 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $172.70 Unrealized 0.0%
UHS Universal Health Services Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.96 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.10 Unrealized 0.0%
LIVN LivaNova PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.26 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $172.09 Unrealized 0.0%
TTEK Tetra Tech Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.29 Unrealized 0.0%
PINS Pinterest Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.35 Unrealized 0.0%
EPAM EPAM Systems Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $167.17 Unrealized 0.0%
TRGP Targa Resources Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $165.56 Unrealized 0.0%
O Realty Income Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.47 Unrealized 0.0%
MGM MGM Resorts International 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.71 Unrealized 0.0%
RNG RingCentral Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.80 Unrealized 0.0%
INGM Ingram Micro Holding Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.63 Unrealized 0.0%
MTG MGIC Investment Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.73 Unrealized 0.0%
FSLR First Solar Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.64 Unrealized 0.0%
Dayforce Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $57.15 Unrealized 0.0%
PATH UiPath Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $12.00 Unrealized 0.0%
AMTM Amentum Holdings Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.90 Unrealized 0.0%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.74 Unrealized 0.0%
EL The Estee Lauder Companies Inc Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.64 Unrealized 0.0%
BG Bunge Ltd 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.10 Unrealized 0.0%
MTN Vail Resorts Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $148.56 Unrealized 0.0%
NLY Annaly Capital Management Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.50 Unrealized
CNH CNH Industrial NV 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.23 Unrealized 0.0%
OLED Universal Display Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.68 Unrealized 0.0%
RJF Raymond James Financial Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $141.83 Unrealized 0.0%
ETSY Etsy Inc com 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.74 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.17 Unrealized 0.0%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $152.49 Unrealized 0.0%
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.22 Unrealized 0.0%
HSIC Henry Schein Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $68.84 Unrealized 0.0%
JBHT JB Hunt Transport Services Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $137.35 Unrealized 0.0%
PSN Parsons Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.05 Unrealized 0.0%
MTSI MACOM Technology Solutions Holdings Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.84 Unrealized 0.0%
VOYA Voya Financial Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.12 Unrealized 0.0%
APO Apollo Global Management Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.37 Unrealized 0.0%
CBRE CBRE Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.46 Unrealized 0.0%
IP International Paper Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.98 Unrealized 0.0%
VRT Vertiv Holdings Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.15 Unrealized 0.0%
NBIX Neurocrine Biosciences Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.68 Unrealized 0.0%
ROIV Roivant Sciences Ltd COM 0.0000000341740141 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.84 Unrealized 0.0%
GPC Genuine Parts Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.78 Unrealized 0.0%
EOG EOG Resources Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.08 Unrealized 0.0%
NEM Newmont Mining Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.90 Unrealized 0.0%
WMS Advanced Drainage Systems Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.63 Unrealized 0.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.75 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $83.19 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.31 Unrealized 0.0%
South St Corp Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.00 Unrealized
BILL BILL Holdings Inc COM USD0.00001 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.20 Unrealized 0.0%
ACHC Acadia Healthcare Co Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.70 Unrealized 0.0%
VGFCQ The Very Good Food Company Inc COM NPV 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.00 Unrealized +7243.5%
CAGR California Grapes International Inc 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $0.00 Unrealized 0.0%
HMNY Helios and Matheson Analytics Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.00 Unrealized 0.0%
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 2,151 Est. Cost Unrealized