IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 6, 2025

Total Value ($000): $992,410 (100.0% shares, 0.0% debt)

Holdings (551)

VV VANGUARD LARGE CAP 7.7%
Value ($000) $76,764 Shares 249,988 Est. Cost $271.61 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 7.1%
Value ($000) $70,214 Shares 517,615 Est. Cost $116.66 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 5.6%
Value ($000) $55,343 Shares 731,398 Est. Cost $64.57 Unrealized
DSI ISHARES TR KLD 400 SOCIAL INDEX FD 5.3%
Value ($000) $52,598 Shares 419,800 Est. Cost $110.67 Unrealized
SCHX Schwab US Large-Cap ETF 4.8%
Value ($000) $47,564 Shares 1,805,783 Est. Cost $38.41 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 3.5%
Value ($000) $34,302 Shares 494,475 Est. Cost $69.37 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 3.3%
Value ($000) $32,461 Shares 274,075 Est. Cost $118.44 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 2.5%
Value ($000) $24,882 Shares 338,843 Est. Cost $58.92 Unrealized
JCPB JPMorgan Core Plus Bond ETF 2.4%
Value ($000) $23,549 Shares 495,239 Est. Cost $46.88 Unrealized
BSCU Invesco BulletShares 2030 Corp Bd ETF 2.3%
Value ($000) $22,428 Shares 1,327,120 Est. Cost $16.71 Unrealized
BSCT Invesco BulletShares 2029 Corp Bd ETF 2.2%
Value ($000) $21,614 Shares 1,149,065 Est. Cost $18.54 Unrealized
SCHB Schwab US Broad Market ETF 2.2%
Value ($000) $21,364 Shares 830,952 Est. Cost $37.13 Unrealized
SPY SPDR S&P 500 ETF Trust 1.8%
Value ($000) $18,113 Shares 27,187 Est. Cost $585.56 Unrealized
SCHD Schwab US Dividend Equity ETF 1.7%
Value ($000) $17,046 Shares 624,391 Est. Cost $27.36 Unrealized
BND Vanguard Total Bond Market ETF 1.6%
Value ($000) $16,258 Shares 218,604 Est. Cost $74.84 Unrealized
HYDB iShares High Yield Systematic Bond ETF 1.3%
Value ($000) $13,332 Shares 278,651 Est. Cost $45.11 Unrealized
SCHM Schwab US Mid-Cap ETF 1.3%
Value ($000) $13,257 Shares 447,269 Est. Cost $45.76 Unrealized
NVDA NVIDIA Corp 1.3%
Value ($000) $12,971 Shares 69,518 Est. Cost $92.58 Unrealized +88.3%
SCHA Schwab US Small-Cap ETF 1.3%
Value ($000) $12,955 Shares 464,329 Est. Cost $37.97 Unrealized
VSS VANGUARD FTSE AW X-US SM CAP 1.3%
Value ($000) $12,755 Shares 89,525 Est. Cost $114.43 Unrealized
MSFT Microsoft Corp 1.1%
Value ($000) $11,066 Shares 21,365 Est. Cost $423.21 Unrealized +20.2%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 1.0%
Value ($000) $10,168 Shares 132,707 Est. Cost $60.69 Unrealized
SCHF Schwab International Equity ETF 1.0%
Value ($000) $9,718 Shares 417,424 Est. Cost $29.29 Unrealized
META Meta Platforms Inc Class A 1.0%
Value ($000) $9,626 Shares 13,108 Est. Cost $284.09 Unrealized +161.6%
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 1.0%
Value ($000) $9,503 Shares 148,017 Est. Cost $64.20 Unrealized
UITB VictoryShares Core Intermediate Bond ETF 0.9%
Value ($000) $9,252 Shares 194,691 Est. Cost $46.95 Unrealized
AAPL Apple Inc 0.9%
Value ($000) $8,629 Shares 33,889 Est. Cost $181.05 Unrealized +24.6%
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $7,975 Shares 85,413 Est. Cost $77.63 Unrealized
AMZN Amazon.com Inc 0.8%
Value ($000) $7,684 Shares 34,996 Est. Cost $133.80 Unrealized +69.2%
CRWD CrowdStrike Holdings Inc 0.7%
Value ($000) $7,223 Shares 14,729 Est. Cost $100.36 Unrealized +353.1%
FAST Fastenal Co 0.7%
Value ($000) $7,117 Shares 145,121 Est. Cost $36.40 Unrealized +29.0%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $7,009 Shares 22,220 Est. Cost $108.48 Unrealized +172.8%
GOOG Alphabet Inc C 0.7%
Value ($000) $6,967 Shares 28,605 Est. Cost $136.13 Unrealized +54.2%
SCHG Schwab US Large-Cap Growth ETF 0.7%
Value ($000) $6,835 Shares 214,197 Est. Cost $45.64 Unrealized
BSJT Invesco BulletShares 2029 HY Corp Bd ETF 0.7%
Value ($000) $6,813 Shares 315,859 Est. Cost $21.12 Unrealized
LMBS First Trust Low Duration Oppos ETF 0.7%
Value ($000) $6,513 Shares 130,805 Est. Cost $49.16 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $6,381 Shares 19,444 Est. Cost $290.47 Unrealized
PG Procter & Gamble Co 0.6%
Value ($000) $6,051 Shares 39,384 Est. Cost $164.23 Unrealized -5.7%
FPE First Trust Preferred Sec & Inc ETF 0.6%
Value ($000) $5,942 Shares 325,764 Est. Cost $17.91 Unrealized
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $5,625 Shares 54,577 Est. Cost $78.43 Unrealized +26.5%
CTAS Cintas Corp 0.5%
Value ($000) $5,037 Shares 24,540 Est. Cost $190.88 Unrealized +11.5%
QCOM QUALCOMM Inc 0.5%
Value ($000) $4,817 Shares 28,957 Est. Cost $170.26 Unrealized -7.7%
BIL SPDR Blmbg 1-3 Mth T-Bill ETF 0.5%
Value ($000) $4,739 Shares 51,650 Est. Cost $91.73 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.5%
Value ($000) $4,638 Shares 65,011 Est. Cost $57.51 Unrealized
DDOG Datadog Inc 0.5%
Value ($000) $4,529 Shares 31,808 Est. Cost $74.93 Unrealized +83.8%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $4,436 Shares 37,326 Est. Cost $113.61 Unrealized
PSTG Pure Storage Inc 0.4%
Value ($000) $4,405 Shares 52,562 Est. Cost $41.98 Unrealized +58.4%
C Citigroup Inc 0.4%
Value ($000) $4,327 Shares 42,633 Est. Cost $60.10 Unrealized +56.6%
VLO Valero Energy Corp 0.4%
Value ($000) $4,292 Shares 25,209 Est. Cost $45.10 Unrealized +227.7%
EXEL Exelixis Inc 0.4%
Value ($000) $4,239 Shares 102,637 Est. Cost $17.42 Unrealized +130.7%
TSLA Tesla Motors Inc 0.4%
Value ($000) $4,167 Shares 9,369 Est. Cost $177.20 Unrealized +95.7%
MU Micron Technology Inc 0.4%
Value ($000) $4,135 Shares 24,712 Est. Cost $103.61 Unrealized +23.4%
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.4%
Value ($000) $4,073 Shares 48,019 Est. Cost $71.38 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $4,069 Shares 20,489 Est. Cost $262.43 Unrealized -24.4%
V Visa Inc Class A 0.4%
Value ($000) $4,051 Shares 11,868 Est. Cost $156.31 Unrealized +120.8%
ISRA VANECK ISRAEL ETF 0.4%
Value ($000) $4,044 Shares 74,145 Est. Cost $43.52 Unrealized
KMI Kinder Morgan Inc P 0.4%
Value ($000) $3,839 Shares 135,592 Est. Cost $14.40 Unrealized +87.3%
GWW W.W. Grainger Inc 0.4%
Value ($000) $3,764 Shares 3,950 Est. Cost $956.89 Unrealized +4.6%
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $3,557 Shares 5,803 Est. Cost $549.68 Unrealized
MELI MercadoLibre Inc 0.3%
Value ($000) $3,461 Shares 1,481 Est. Cost $1402.27 Unrealized +71.2%
AVUV Avantis U.S. Small Cap Value ETF 0.3%
Value ($000) $3,431 Shares 34,475 Est. Cost $80.87 Unrealized
PABU ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF 0.3%
Value ($000) $3,382 Shares 47,058 Est. Cost $65.04 Unrealized
AMD Advanced Micro Devices Inc 0.3%
Value ($000) $3,353 Shares 20,724 Est. Cost $152.31 Unrealized +6.0%
AVGO Broadcom Inc Com 0.3%
Value ($000) $3,320 Shares 10,064 Est. Cost $182.47 Unrealized +67.6%
ZBRA Zebra Technologies Corp 0.3%
Value ($000) $3,269 Shares 11,000 Est. Cost $335.88 Unrealized -4.9%
TJX TJX Companies Inc 0.3%
Value ($000) $3,104 Shares 21,472 Est. Cost $112.96 Unrealized +17.1%
OMF Onemain Hldgs Inc 0.3%
Value ($000) $3,089 Shares 54,709 Est. Cost $47.56 Unrealized +24.1%
ONTO Onto Innovation Inc 0.3%
Value ($000) $2,946 Shares 22,798 Est. Cost $191.93 Unrealized -44.2%
COF Capital One Financial Corp 0.3%
Value ($000) $2,934 Shares 13,804 Est. Cost $132.40 Unrealized +64.5%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.3%
Value ($000) $2,786 Shares 45,589 Est. Cost $61.12 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.3%
Value ($000) $2,637 Shares 28,365 Est. Cost $76.38 Unrealized
AVEM Avantis Emerging Markets Equity ETF 0.3%
Value ($000) $2,584 Shares 34,409 Est. Cost $61.98 Unrealized
IWV iShares Russell 3000 ETF 0.3%
Value ($000) $2,535 Shares 6,690 Est. Cost $326.73 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $2,509 Shares 22,257 Est. Cost $110.09 Unrealized -0.4%
AMP Ameriprise Financial Inc 0.2%
Value ($000) $2,463 Shares 5,013 Est. Cost $200.78 Unrealized +154.1%
ABBV AbbVie Inc 0.2%
Value ($000) $2,410 Shares 10,407 Est. Cost $60.96 Unrealized +231.3%
ISRG Intuitive Surgical Inc 0.2%
Value ($000) $2,398 Shares 5,362 Est. Cost $291.30 Unrealized +64.7%
CI The Cigna Group 0.2%
Value ($000) $2,392 Shares 8,297 Est. Cost $332.50 Unrealized -11.8%
AMAT Applied Materials Inc 0.2%
Value ($000) $2,249 Shares 10,985 Est. Cost $163.50 Unrealized +10.6%
CVX Chevron Corp 0.2%
Value ($000) $2,248 Shares 14,476 Est. Cost $140.45 Unrealized +8.4%
LITE Lumentum Holdings Inc 0.2%
Value ($000) $2,147 Shares 13,193 Est. Cost $58.92 Unrealized +111.6%
BAC Bank of America Corporation 0.2%
Value ($000) $1,983 Shares 38,428 Est. Cost $32.80 Unrealized +47.4%
ADBE Adobe Systems Inc 0.2%
Value ($000) $1,973 Shares 5,594 Est. Cost $516.03 Unrealized -30.5%
LOW Lowe's Companies Inc 0.2%
Value ($000) $1,966 Shares 7,824 Est. Cost $236.47 Unrealized +3.3%
KNX Knight Swift Transn Hldgs Inc 0.2%
Value ($000) $1,966 Shares 49,755 Est. Cost $50.70 Unrealized -15.1%
MRVL Marvell Technology Inc 0.2%
Value ($000) $1,963 Shares 23,354 Est. Cost $73.50 Unrealized 0.0%
BSX Boston Scientific Corp 0.2%
Value ($000) $1,909 Shares 19,555 Est. Cost $78.83 Unrealized +31.4%
NKE Nike Inc B 0.2%
Value ($000) $1,907 Shares 27,192 Est. Cost $74.17 Unrealized -0.5%
JNJ Johnson & Johnson 0.2%
Value ($000) $1,890 Shares 10,194 Est. Cost $152.83 Unrealized +10.9%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $1,811 Shares 5,245 Est. Cost $301.59 Unrealized -0.9%
MRK Merck & Co Inc 0.2%
Value ($000) $1,782 Shares 21,030 Est. Cost $64.09 Unrealized +26.4%
MTZ MasTec Inc 0.2%
Value ($000) $1,750 Shares 8,224 Est. Cost $109.17 Unrealized +67.7%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.2%
Value ($000) $1,664 Shares 43,145 Est. Cost $38.57 Unrealized
FOUR Shift4 Payments Inc 0.2%
Value ($000) $1,653 Shares 21,351 Est. Cost $59.71 Unrealized +55.7%
LHX L3Harris Technologies Inc 0.2%
Value ($000) $1,643 Shares 5,379 Est. Cost $224.72 Unrealized +20.8%
AOR ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD 0.2%
Value ($000) $1,628 Shares 25,595 Est. Cost $56.87 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,615 Shares 6,154 Est. Cost $237.29 Unrealized +8.4%
ALAB Astera Labs Inc 0.2%
Value ($000) $1,568 Shares 8,009 Est. Cost $88.76 Unrealized +85.3%
CARR Carrier Global Corp-Wi 0.2%
Value ($000) $1,545 Shares 25,879 Est. Cost $29.52 Unrealized +129.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,508 Shares 25,168 Est. Cost $48.00 Unrealized
EXAS Exact Sciences Corp 0.2%
Value ($000) $1,489 Shares 27,213 Est. Cost $62.98 Unrealized -20.7%
CRM Salesforce Inc 0.1%
Value ($000) $1,487 Shares 6,265 Est. Cost $182.44 Unrealized +37.8%
MP MP Materials Corp 0.1%
Value ($000) $1,472 Shares 21,944 Est. Cost $13.58 Unrealized +363.2%
ULTA Ulta Beauty Inc 0.1%
Value ($000) $1,459 Shares 2,669 Est. Cost $375.07 Unrealized +36.6%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $1,450 Shares 22,216 Est. Cost $62.31 Unrealized
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $1,428 Shares 2,840 Est. Cost $442.18 Unrealized +9.5%
ASML ASML Holding NV 0.1%
Value ($000) $1,333 Shares 1,377 Est. Cost $705.97 Unrealized
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.1%
Value ($000) $1,312 Shares 64,527 Est. Cost $18.36 Unrealized
ZTS Zoetis Inc 0.1%
Value ($000) $1,300 Shares 8,883 Est. Cost $172.63 Unrealized -12.8%
SCHC Schwab International Small-Cap Eq ETF 0.1%
Value ($000) $1,296 Shares 28,478 Est. Cost $38.59 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $1,247 Shares 3,034 Est. Cost $334.53 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $1,239 Shares 42,558 Est. Cost $35.65 Unrealized
GNRC Generac Holdings Inc 0.1%
Value ($000) $1,234 Shares 7,372 Est. Cost $146.58 Unrealized +19.5%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $1,221 Shares 2,171 Est. Cost $411.09 Unrealized +37.3%
ELV Elevance Health Inc 0.1%
Value ($000) $1,215 Shares 3,760 Est. Cost $500.19 Unrealized -38.4%
OTEX Open Text Corp 0.1%
Value ($000) $1,214 Shares 32,487 Est. Cost $29.59 Unrealized +6.8%
DKNG DraftKings Inc 0.1%
Value ($000) $1,157 Shares 30,928 Est. Cost $16.08 Unrealized +175.8%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $1,108 Shares 3,757 Est. Cost $234.26 Unrealized +27.1%
EQIX Equinix Inc 0.1%
Value ($000) $1,063 Shares 1,357 Est. Cost $835.16 Unrealized -7.3%
DOCU Docusign INC 0.1%
Value ($000) $1,053 Shares 14,604 Est. Cost $59.69 Unrealized +29.1%
MA Mastercard Inc A 0.1%
Value ($000) $1,022 Shares 1,797 Est. Cost $456.39 Unrealized +25.7%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value ($000) $969 Shares 14,906 Est. Cost $52.88 Unrealized
AZTA Azenta Inc 0.1%
Value ($000) $948 Shares 33,002 Est. Cost $47.93 Unrealized -35.3%
XPO XPO Inc 0.1%
Value ($000) $945 Shares 7,314 Est. Cost $115.26 Unrealized +12.6%
FANG Diamondback Energy Inc COM USD0.01 0.1%
Value ($000) $918 Shares 6,416 Est. Cost $185.12 Unrealized -23.9%
ALL Allstate Corp 0.1%
Value ($000) $906 Shares 4,201 Est. Cost $195.35 Unrealized +2.5%
VSAT Viasat Inc 0.1%
Value ($000) $899 Shares 30,669 Est. Cost $40.83 Unrealized -41.4%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.1%
Value ($000) $889 Shares 16,200 Est. Cost $49.35 Unrealized
OTIS OTIS Worldwide Corp-Wi 0.1%
Value ($000) $869 Shares 9,503 Est. Cost $55.17 Unrealized +63.4%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.1%
Value ($000) $868 Shares 8,302 Est. Cost $91.84 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 0.1%
Value ($000) $865 Shares 7,234 Est. Cost $119.57 Unrealized
VLTO Veralto Corp 0.1%
Value ($000) $809 Shares 7,585 Est. Cost $73.75 Unrealized +42.7%
SBUX Starbucks Corp 0.1%
Value ($000) $737 Shares 8,709 Est. Cost $82.83 Unrealized +6.9%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $648 Shares 6,015 Est. Cost $87.97 Unrealized +14.3%
BSJS Invesco BulletShares 2028 HY Corp Bd ETF 0.1%
Value ($000) $641 Shares 29,036 Est. Cost $22.16 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 0.1%
Value ($000) $629 Shares 4,317 Est. Cost $125.62 Unrealized
FTV Fortive Corp Com 0.1%
Value ($000) $614 Shares 12,532 Est. Cost $44.05 Unrealized +11.6%
KO Coca-Cola Co 0.1%
Value ($000) $559 Shares 8,367 Est. Cost $65.72 Unrealized +3.3%
IRTC iRhythm Technologies Inc 0.1%
Value ($000) $556 Shares 3,230 Est. Cost $79.65 Unrealized +99.6%
FDX FedEx Corp 0.1%
Value ($000) $537 Shares 2,262 Est. Cost $246.83 Unrealized -7.5%
FBIN Fortune Brands Innovations Inc 0.1%
Value ($000) $529 Shares 9,912 Est. Cost $72.50 Unrealized -23.2%
HD The Home Depot Inc 0.0%
Value ($000) $481 Shares 1,186 Est. Cost $352.64 Unrealized +10.4%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $462 Shares 1,638 Est. Cost $232.52 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $457 Shares 1,567 Est. Cost $180.45 Unrealized +45.4%
PABD ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI WORLD EX USA ETF 0.0%
Value ($000) $441 Shares 7,000 Est. Cost $51.17 Unrealized
GLD SPDR Gold Shares 0.0%
Value ($000) $439 Shares 1,235 Est. Cost $244.39 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $425 Shares 4,272 Est. Cost $90.22 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $421 Shares 3,514 Est. Cost $112.52 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $419 Shares 6,998 Est. Cost $59.91 Unrealized
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD 0.0%
Value ($000) $410 Shares 5,041 Est. Cost $74.92 Unrealized
TGT Target Corp 0.0%
Value ($000) $383 Shares 4,273 Est. Cost $136.07 Unrealized -28.9%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $367 Shares 784 Est. Cost $375.38 Unrealized
RSPF Invesco S&P 500 Equal Weight Fincl ETF 0.0%
Value ($000) $310 Shares 3,985 Est. Cost $42.22 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $304 Shares 1,081 Est. Cost $190.77 Unrealized +33.2%
IRM Iron Mountain Inc 0.0%
Value ($000) $304 Shares 2,955 Est. Cost $58.41 Unrealized +62.2%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $289 Shares 1,138 Est. Cost $225.65 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $272 Shares 2,869 Est. Cost $120.89 Unrealized -18.0%
NET Cloudflare Inc 0.0%
Value ($000) $265 Shares 1,235 Est. Cost $146.24 Unrealized +39.6%
ABT Abbott Laboratories 0.0%
Value ($000) $243 Shares 1,817 Est. Cost $107.07 Unrealized +22.0%
COST Costco Wholesale Corp 0.0%
Value ($000) $243 Shares 262 Est. Cost $776.30 Unrealized +23.2%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $242 Shares 1,025 Est. Cost $196.34 Unrealized +19.3%
AXP American Express Co 0.0%
Value ($000) $240 Shares 724 Est. Cost $294.99 Unrealized +7.3%
NACP TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF 0.0%
Value ($000) $236 Shares 4,952 Est. Cost $40.88 Unrealized
G Genpact Ltd 0.0%
Value ($000) $209 Shares 4,999 Est. Cost $48.66 Unrealized -9.9%
BSCR Invesco BulletShares 2027 Corporate Bond ETF 0.0%
Value ($000) $205 Shares 10,419 Est. Cost $18.80 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $188 Shares 1,917 Est. Cost $76.56 Unrealized +22.2%
EXPE Expedia Inc 0.0%
Value ($000) $187 Shares 874 Est. Cost $180.81 Unrealized +10.8%
RAL Ralliant Corp 0.0%
Value ($000) $183 Shares 4,176 Est. Cost $49.24 Unrealized -9.7%
BSJU Invesco BulletShares 2030 HY Corp Bd ETF 0.0%
Value ($000) $180 Shares 6,885 Est. Cost $25.49 Unrealized
CHS Inc 0.0%
Value ($000) $177 Shares 6,896 Est. Cost $25.65 Unrealized
CHS Inc 0.0%
Value ($000) $175 Shares 7,049 Est. Cost $24.77 Unrealized
AOM ISHARES TR S&P MODERATE ALLOCATION FD 0.0%
Value ($000) $168 Shares 3,967 Est. Cost $42.06 Unrealized
HYMB SPDR Nuveen Blmbg Hi Yld Muncpl Bd ETF 0.0%
Value ($000) $167 Shares 6,710 Est. Cost $25.41 Unrealized
DE Deere & Co 0.0%
Value ($000) $167 Shares 364 Est. Cost $462.60 Unrealized +5.8%
BSJV Invesco BulletShares 2031 HY Corp Bd ETF 0.0%
Value ($000) $167 Shares 6,230 Est. Cost $26.04 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $153 Shares 562 Est. Cost $300.39 Unrealized -5.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.0%
Value ($000) $150 Shares 2,992 Est. Cost $49.62 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $148 Shares 946 Est. Cost $125.89 Unrealized +22.0%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $141 Shares 209 Est. Cost $564.49 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $136 Shares 2,024 Est. Cost $66.29 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $136 Shares 796 Est. Cost $161.27 Unrealized +5.1%
BSCS Invesco BulletShares 2028 Corporate Bond ETF 0.0%
Value ($000) $127 Shares 6,160 Est. Cost $19.72 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $125 Shares 1,031 Est. Cost $92.91 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $121 Shares 12,215 Est. Cost $9.74 Unrealized -1.8%
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION FD 0.0%
Value ($000) $120 Shares 3,384 Est. Cost $35.41 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $119 Shares 2,801 Est. Cost $31.06 Unrealized
AON Aon PLC 0.0%
Value ($000) $111 Shares 312 Est. Cost $375.86 Unrealized -3.8%
SCHW Charles Schwab Corp 0.0%
Value ($000) $111 Shares 1,158 Est. Cost $77.67 Unrealized +21.7%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $109 Shares 1,821 Est. Cost $46.80 Unrealized +23.4%
WM Waste Management Inc 0.0%
Value ($000) $108 Shares 489 Est. Cost $219.46 Unrealized +1.9%
NFLX Netflix Inc 0.0%
Value ($000) $106 Shares 88 Est. Cost $100.92 Unrealized +20.9%
Wells Fargo & Co 0.0%
Value ($000) $105 Shares 85 Est. Cost $1200.80 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $100 Shares 936 Est. Cost $105.44 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $98 Shares 730 Est. Cost $142.76 Unrealized -14.9%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $93 Shares 1,943 Est. Cost $47.63 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $92 Shares 120 Est. Cost $792.51 Unrealized -6.3%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $91 Shares 438 Est. Cost $190.81 Unrealized
TFC Truist Finl Corp Com 0.0%
Value ($000) $90 Shares 1,961 Est. Cost $42.69 Unrealized +3.9%
DAL Delta Air Lines Inc 0.0%
Value ($000) $89 Shares 1,570 Est. Cost $58.35 Unrealized -2.6%
MCD McDonald's Corp 0.0%
Value ($000) $89 Shares 292 Est. Cost $296.28 Unrealized +1.7%
CL Colgate-Palmolive Co 0.0%
Value ($000) $89 Shares 1,110 Est. Cost $87.83 Unrealized -3.6%
TRV The Travelers Companies Inc 0.0%
Value ($000) $86 Shares 309 Est. Cost $245.41 Unrealized +8.4%
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $85 Shares 1,890 Est. Cost $53.63 Unrealized -15.1%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $84 Shares 2,200 Est. Cost $38.02 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $103.45 Unrealized -19.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $83 Shares 1,058 Est. Cost $81.67 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $82 Shares 409 Est. Cost $144.03 Unrealized +14.7%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $82 Shares 596 Est. Cost $116.48 Unrealized
NVS Novartis Ag 0.0%
Value ($000) $82 Shares 640 Est. Cost $115.35 Unrealized
PSA Public Storage 0.0%
Value ($000) $78 Shares 271 Est. Cost $285.52 Unrealized -1.4%
PEP PepsiCo Inc 0.0%
Value ($000) $77 Shares 550 Est. Cost $143.48 Unrealized -2.1%
SJM JM Smucker Co 0.0%
Value ($000) $77 Shares 706 Est. Cost $104.34 Unrealized +2.5%
EVRG Evergy Inc COM NPV 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $63.12 Unrealized +11.3%
ACN Accenture PLC A 0.0%
Value ($000) $74 Shares 302 Est. Cost $327.23 Unrealized -20.4%
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.0%
Value ($000) $73 Shares 961 Est. Cost $45.97 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $71 Shares 148 Est. Cost $351.66 Unrealized +21.0%
SHW Sherwin-Williams Co 0.0%
Value ($000) $70 Shares 203 Est. Cost $348.78 Unrealized +0.7%
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $70 Shares 912 Est. Cost $73.50 Unrealized
GH Guardant Health Inc COM USD0.00001 0.0%
Value ($000) $70 Shares 1,116 Est. Cost $28.57 Unrealized +90.4%
CNC Centene Corp 0.0%
Value ($000) $69 Shares 1,944 Est. Cost $60.43 Unrealized -50.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $69 Shares 358 Est. Cost $153.40 Unrealized +13.7%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $68 Shares 1,455 Est. Cost $45.66 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $67 Shares 1,445 Est. Cost $44.86 Unrealized
CLX Clorox Co 0.0%
Value ($000) $65 Shares 527 Est. Cost $141.63 Unrealized -13.7%
CPRT Copart Inc 0.0%
Value ($000) $64 Shares 1,430 Est. Cost $56.28 Unrealized -16.3%
EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF 0.0%
Value ($000) $64 Shares 1,830 Est. Cost $31.36 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $63 Shares 318 Est. Cost $199.47 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $63 Shares 398 Est. Cost $125.78 Unrealized +16.4%
ECL Ecolab Inc 0.0%
Value ($000) $63 Shares 228 Est. Cost $249.66 Unrealized +8.3%
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value ($000) $61 Shares 604 Est. Cost $99.20 Unrealized
GDXJ MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW 0.0%
Value ($000) $59 Shares 594 Est. Cost $57.20 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $58 Shares 314 Est. Cost $182.23 Unrealized +6.1%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $58 Shares 977 Est. Cost $58.71 Unrealized
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $57 Shares 274 Est. Cost $211.90 Unrealized -4.9%
UPS United Parcel Service Inc Class B 0.0%
Value ($000) $56 Shares 669 Est. Cost $106.35 Unrealized -17.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $56 Shares 502 Est. Cost $103.97 Unrealized +8.0%
T AT&T Inc 0.0%
Value ($000) $56 Shares 1,971 Est. Cost $26.13 Unrealized +7.4%
OGE OGE Energy Corp 0.0%
Value ($000) $56 Shares 1,200 Est. Cost $43.52 Unrealized +2.9%
CROX Crocs Inc 0.0%
Value ($000) $54 Shares 646 Est. Cost $98.43 Unrealized -7.3%
GOOGL Alphabet Inc A 0.0%
Value ($000) $54 Shares 222 Est. Cost $177.56 Unrealized +17.8%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $54 Shares 85 Est. Cost $505.45 Unrealized +17.6%
WDAY Workday Inc 0.0%
Value ($000) $48 Shares 200 Est. Cost $255.22 Unrealized -9.4%
CRS Carpenter Technology Corp 0.0%
Value ($000) $48 Shares 196 Est. Cost $192.09 Unrealized +32.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $48 Shares 99 Est. Cost $517.81 Unrealized -10.2%
NUE Nucor Corp 0.0%
Value ($000) $47 Shares 346 Est. Cost $129.30 Unrealized +8.7%
SYK Stryker Corp 0.0%
Value ($000) $46 Shares 125 Est. Cost $377.08 Unrealized +2.0%
GEV GE Vernova Inc 0.0%
Value ($000) $46 Shares 75 Est. Cost $350.38 Unrealized +72.8%
TPL Texas Pacific Land Corp 0.0%
Value ($000) $45 Shares 48 Est. Cost $386.68 Unrealized -18.8%
GE GE Aerospace 0.0%
Value ($000) $44 Shares 146 Est. Cost $196.67 Unrealized +38.7%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $44 Shares 338 Est. Cost $119.73 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $44 Shares 125 Est. Cost $274.46 Unrealized +25.1%
BLDR Builders FirstSource Inc 0.0%
Value ($000) $43 Shares 355 Est. Cost $141.77 Unrealized -6.4%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $43 Shares 254 Est. Cost $162.22 Unrealized +9.6%
UNP Union Pacific Corp 0.0%
Value ($000) $43 Shares 181 Est. Cost $235.39 Unrealized -5.2%
OKE ONEOK Inc 0.0%
Value ($000) $42 Shares 579 Est. Cost $94.96 Unrealized -21.0%
BSJR Invesco BulletShares 2027 HY Corp Bd ETF 0.0%
Value ($000) $42 Shares 1,850 Est. Cost $22.11 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $40 Shares 700 Est. Cost $57.19 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $39 Shares 408 Est. Cost $83.28 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $38 Shares 139 Est. Cost $245.71 Unrealized +10.8%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $37 Shares 1,501 Est. Cost $25.55 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $36 Shares 250 Est. Cost $134.29 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $35 Shares 155 Est. Cost $161.34 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $34 Shares 92 Est. Cost $308.54 Unrealized +17.7%
AMT American Tower Corp 0.0%
Value ($000) $34 Shares 175 Est. Cost $196.92 Unrealized +3.9%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $34 Shares 380 Est. Cost $68.06 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $34 Shares 357 Est. Cost $96.64 Unrealized -3.5%
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $33 Shares 175 Est. Cost $189.70 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $33 Shares 54 Est. Cost $470.32 Unrealized +19.8%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $31 Shares 560 Est. Cost $49.60 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $31 Shares 500 Est. Cost $56.47 Unrealized +1.6%
SNX SYNNEX Corp 0.0%
Value ($000) $30 Shares 185 Est. Cost $135.65 Unrealized +8.0%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $30 Shares 269 Est. Cost $110.22 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $30 Shares 105 Est. Cost $276.55 Unrealized -0.5%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $29 Shares 225 Est. Cost $121.38 Unrealized
XLRE The Real Estate Select Sector SPDR 0.0%
Value ($000) $28 Shares 670 Est. Cost $41.85 Unrealized
SW Smurfit WestRock plc COM USD0.001 0.0%
Value ($000) $28 Shares 657 Est. Cost $49.54 Unrealized -9.1%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $27 Shares 459 Est. Cost $59.88 Unrealized -2.6%
QQQM Invesco NASDAQ 100 ETF 0.0%
Value ($000) $27 Shares 109 Est. Cost $193.02 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $27 Shares 261 Est. Cost $84.51 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $27 Shares 352 Est. Cost $68.65 Unrealized +5.2%
XLV The Health Care Select Sector SPDR ETF 0.0%
Value ($000) $26 Shares 187 Est. Cost $137.57 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $26 Shares 88 Est. Cost $268.02 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $25 Shares 376 Est. Cost $66.26 Unrealized +0.2%
VZ Verizon Communications Inc 0.0%
Value ($000) $24 Shares 556 Est. Cost $39.69 Unrealized +7.1%
HELE Helen Of Troy Ltd 0.0%
Value ($000) $24 Shares 963 Est. Cost $57.77 Unrealized -58.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $24 Shares 444 Est. Cost $46.30 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $24 Shares 486 Est. Cost $49.51 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $23 Shares 325 Est. Cost $64.52 Unrealized
HSY The Hershey Co 0.0%
Value ($000) $23 Shares 125 Est. Cost $159.26 Unrealized +12.8%
CCB Coastal Financial Corp. COM NPV 0.0%
Value ($000) $22 Shares 207 Est. Cost $87.39 Unrealized +21.3%
AEP American Electric Power Co Inc 0.0%
Value ($000) $22 Shares 199 Est. Cost $98.48 Unrealized +9.9%
FLG Flagstar Financial Inc 0.0%
Value ($000) $21 Shares 1,846 Est. Cost $11.21 Unrealized +6.0%
HON Honeywell International Inc 0.0%
Value ($000) $20 Shares 96 Est. Cost $198.48 Unrealized +4.3%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $19 Shares 125 Est. Cost $116.54 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $19 Shares 107 Est. Cost $140.59 Unrealized +16.2%
IBKR Interactive Brokers Group Inc 0.0%
Value ($000) $19 Shares 277 Est. Cost $62.79 Unrealized 0.0%
PFE Pfizer Inc 0.0%
Value ($000) $18 Shares 715 Est. Cost $24.62 Unrealized -1.9%
DIS Walt Disney Co 0.0%
Value ($000) $18 Shares 159 Est. Cost $106.03 Unrealized +10.3%
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $17 Shares 173 Est. Cost $74.36 Unrealized
GEHC GE Healthcare Technologies Inc. COM USD0.01 0.0%
Value ($000) $17 Shares 227 Est. Cost $85.82 Unrealized -13.1%
UNFI United Natural Foods Inc 0.0%
Value ($000) $17 Shares 451 Est. Cost $28.97 Unrealized -5.4%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $17 Shares 542 Est. Cost $28.65 Unrealized
PFF iShares Preferred&Income Securities ETF 0.0%
Value ($000) $16 Shares 491 Est. Cost $33.23 Unrealized
POOL Pool Corp 0.0%
Value ($000) $15 Shares 49 Est. Cost $334.01 Unrealized -6.8%
APP AppLovin Corp 0.0%
Value ($000) $15 Shares 21 Est. Cost $461.14 Unrealized 0.0%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $15 Shares 171 Est. Cost $79.37 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $15 Shares 269 Est. Cost $56.66 Unrealized -4.0%
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 0.0%
Value ($000) $15 Shares 382 Est. Cost $32.68 Unrealized
L Loews Corp 0.0%
Value ($000) $15 Shares 145 Est. Cost $85.35 Unrealized +10.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $14 Shares 149 Est. Cost $93.87 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.05 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $13 Shares 376 Est. Cost $29.84 Unrealized
LH Labcorp Holdings Inc 0.0%
Value ($000) $13 Shares 44 Est. Cost $240.30 Unrealized +11.0%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $12 Shares 136 Est. Cost $90.54 Unrealized
NGVT Ingevity Corp Com 0.0%
Value ($000) $12 Shares 218 Est. Cost $44.25 Unrealized +17.5%
OEF iShares S&P 100 ETF 0.0%
Value ($000) $12 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
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 227 Est. Cost $40.46 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $10 Shares 74 Est. Cost $177.78 Unrealized -11.4%
CFFN Capitol Federal Financial Inc 0.0%
Value ($000) $9 Shares 1,358 Est. Cost $5.46 Unrealized +10.5%
BA Boeing Co 0.0%
Value ($000) $8 Shares 39 Est. Cost $174.71 Unrealized +29.1%
MMM 3M Co 0.0%
Value ($000) $8 Shares 54 Est. Cost $144.33 Unrealized +6.1%
BITB Bitwise Bitcoin ETF Trust 0.0%
Value ($000) $8 Shares 130 Est. Cost $58.59 Unrealized
ENB Enbridge Inc Com 0.0%
Value ($000) $7 Shares 142 Est. Cost $41.39 Unrealized +11.4%
GGLL DIREXION DAILY GOOGL BULL 2X SHARES 0.0%
Value ($000) $7 Shares 110 Est. Cost $28.68 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $81.60 Unrealized -3.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $7 Shares 89 Est. Cost $66.34 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $7 Shares 207 Est. Cost $35.00 Unrealized -5.3%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $6 Shares 63 Est. Cost $87.17 Unrealized
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $6 Shares 139 Est. Cost $35.98 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 71 Est. Cost $75.65 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) $5 Shares 387 Est. Cost $12.03 Unrealized -6.9%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $4 Shares 118 Est. Cost $33.01 Unrealized
CMG Chipotle Mexican Grill Inc Class A 0.0%
Value ($000) $4 Shares 100 Est. Cost $54.34 Unrealized -17.1%
SDZNY Sandoz Group AG SPON ADS EACH REP 1 COM SHS 0.0%
Value ($000) $4 Shares 64 Est. Cost $41.91 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $4 Shares 251 Est. Cost $14.87 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $68.45 Unrealized
ULY Urgently Inc. COM USD0.001 (REV SPT) 0.0%
Value ($000) $3 Shares 793 Est. Cost $5.14 Unrealized 0.0%
SCHH SCH US REIT ETF 0.0%
Value ($000) $3 Shares 116 Est. Cost $21.16 Unrealized
IVES DAN IVES WEDBUSH AI REVOLUTION ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $27.11 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $2 Shares 3 Est. Cost $571.74 Unrealized +28.5%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $117.28 Unrealized +38.2%
IBM International Business Machines Corp 0.0%
Value ($000) $2 Shares 8 Est. Cost $253.82 Unrealized +2.3%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $2 Shares 32 Est. Cost $74.90 Unrealized -6.1%
WFC Wells Fargo & Co 0.0%
Value ($000) $2 Shares 24 Est. Cost $71.15 Unrealized +13.1%
CSCO Cisco Systems Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $60.38 Unrealized +11.6%
LIN Linde plc 0.0%
Value ($000) $2 Shares 4 Est. Cost $452.31 Unrealized +4.0%
NOW ServiceNow Inc 0.0%
Value ($000) $2 Shares 2 Est. Cost $188.66 Unrealized -1.0%
JCI Johnson Controls International PLC 0.0%
Value ($000) $2 Shares 15 Est. Cost $93.76 Unrealized +14.0%
PM Philip Morris International Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $167.37 Unrealized -1.3%
SPGI S&Pglobal Inc Com 0.0%
Value ($000) $1 Shares 3 Est. Cost $496.65 Unrealized +7.5%
INTU Intuit Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $674.49 Unrealized +6.7%
CRH CRH PLC 0.0%
Value ($000) $1 Shares 11 Est. Cost $97.64 Unrealized +8.2%
RCL Royal Caribbean Group 0.0%
Value ($000) $1 Shares 4 Est. Cost $236.14 Unrealized +40.6%
HCA HCA Healthcare Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $358.58 Unrealized +7.8%
TMUS T-Mobile US Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $241.48 Unrealized -0.5%
RTX RTX CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $131.75 Unrealized +17.1%
ANET Arista Networks Inc COM USD0.0001 (PST REV SPT) 0.0%
Value ($000) $1 Shares 8 Est. Cost $86.52 Unrealized +48.8%
BLK BlackRock Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $933.09 Unrealized +18.8%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $1 Shares 5 Est. Cost $192.76 Unrealized +15.7%
KLAC KLA Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $748.55 Unrealized +24.3%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.36 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $1 Shares 11 Est. Cost $83.50 Unrealized +9.3%
SNA Snap-on Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $316.33 Unrealized +2.4%
APH Amphenol Corp 0.0%
Value ($000) $1 Shares 8 Est. Cost $81.39 Unrealized +34.4%
MSTR Strategy Class A 0.0%
Value ($000) $1 Shares 3 Est. Cost $371.01 Unrealized 0.0%
SPG Simon Property Group Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.73 Unrealized +10.7%
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $633.58 Unrealized +27.5%
AFL Aflac Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.63 Unrealized +0.5%
AMGN Amgen Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $280.71 Unrealized +2.1%
TT Trane Technologies PLC 0.0%
Value ($000) $1 Shares 2 Est. Cost $392.99 Unrealized +8.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $185.70 Unrealized +3.1%
CME CME Group Inc Class A 0.0%
Value ($000) $1 Shares 3 Est. Cost $268.94 Unrealized +0.3%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1 Shares 18 Est. Cost $36.56 Unrealized +17.7%
MO Altria Group Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $55.95 Unrealized +9.8%
HWM Howmet Aerospace Inc COM USD1.00 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.62 Unrealized +18.5%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.95 Unrealized +20.7%
SO Southern Co 0.0%
Value ($000) $1 Shares 8 Est. Cost $87.99 Unrealized +4.8%
PH Parker Hannifin Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $628.26 Unrealized +17.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $301.68 Unrealized -9.3%
DUK Duke Energy Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $115.43 Unrealized +3.8%
PGR Progressive Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $257.53 Unrealized -10.0%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $290.76 Unrealized +18.3%
HLN Haleon PLC SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $1 Shares 78 Est. Cost $10.28 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.67 Unrealized +0.3%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 5 Est. Cost $109.47 Unrealized +15.5%
CEG Constellation Energy Corp. COM NPV 0.0%
Value ($000) $1 Shares 2 Est. Cost $263.84 Unrealized +22.1%
A Agilent Technologies Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.36 Unrealized +9.2%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $478.19 Unrealized +26.9%
ADSK Autodesk Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $283.70 Unrealized +7.4%
SRE Sempra 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.59 Unrealized +10.0%
COR Cencora Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $286.82 Unrealized +2.3%
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $1 Shares 2 Est. Cost $327.56 Unrealized -8.4%
NSC Norfolk Southern Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $233.06 Unrealized +18.4%
J Jacobs Solutions Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $127.71 Unrealized +12.1%
MTB M&T Bank Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $172.90 Unrealized +12.0%
BKR Baker Hughes Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.27 Unrealized +17.6%
STT State Street Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $90.57 Unrealized +21.5%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $35.85 Unrealized
GLW Corning Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $46.30 Unrealized +40.3%
MSCI MSCI Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $549.12 Unrealized +2.5%
GM General Motors Co 0.0%
Value ($000) $1 Shares 9 Est. Cost $48.01 Unrealized +15.7%
DASH DoorDash Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $200.58 Unrealized +25.1%
CHRW C.H. Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $92.42 Unrealized +26.0%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $114.70 Unrealized +15.1%
PHM PulteGroup Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $106.09 Unrealized +16.7%
SOFI SoFi Technologies Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $13.19 Unrealized +79.9%
BYD Boyd Gaming Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $70.97 Unrealized +17.9%
MKSI MKS Instruments Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.86 Unrealized +31.5%
SNPS Synopsys Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $465.91 Unrealized +21.3%
MCO Moodys Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $461.00 Unrealized +9.0%
NTAP NetApp Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $93.51 Unrealized +18.5%
CBRE CBRE Group Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $145.28 Unrealized +6.5%
MSI Motorola Solutions Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $415.08 Unrealized +8.0%
EBAY eBay Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.22 Unrealized +25.3%
AMKR Amkor Technology Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $18.29 Unrealized +31.0%
FOXA Fox Corporation COM USD0.01 CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.50 Unrealized +9.9%
HUBB Hubbell Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $367.61 Unrealized +16.5%
HOOD Robinhood Markets Inc COM USD0.0001 CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.18 Unrealized +84.3%
CMI Cummins Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $305.67 Unrealized +24.5%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.91 Unrealized +4.8%
RMBS Rambus Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.58 Unrealized +43.9%
PWR Quanta Services Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $320.76 Unrealized +21.1%
TER Teradyne Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.69 Unrealized +36.9%
MET MetLife Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.82 Unrealized +2.8%
LRCX Lam Research Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.75 Unrealized +20.3%
HIG The Hartford Insurance Group Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.91 Unrealized +3.6%
RGLD Royal Gold Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $177.03 Unrealized -2.3%
ELF e.l.f. Beauty Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.34 Unrealized +44.5%
EMR Emerson Electric Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $113.54 Unrealized +19.3%
VST Vistra Energy Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $147.45 Unrealized +34.1%
AME AMETEK Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $171.25 Unrealized +7.1%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $0 Shares 15 Est. Cost $16.47 Unrealized +32.8%
INTC Intel Corp 0.0%
Value ($000) $0 Shares 11 Est. Cost $20.72 Unrealized +16.9%
U Unity Software Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.00 Unrealized +68.5%
NDAQ Nasdaq Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.17 Unrealized +16.4%
VTR Ventas Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.96 Unrealized +3.7%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $160.19 Unrealized +5.3%
WEC Wecenergy Group Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $104.25 Unrealized +2.7%
GD General Dynamics Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $272.45 Unrealized +15.2%
CTVA Corteva Inc com 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.17 Unrealized +9.0%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $350.35 Unrealized +3.5%
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.73 Unrealized +49.2%
EQT EQT Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.58 Unrealized -1.8%
F Ford Motor Co 0.0%
Value ($000) $0 Shares 26 Est. Cost $9.87 Unrealized +14.7%
MDB Mongodb Inc Cl A 0.0%
Value ($000) $0 Shares 1 Est. Cost $184.86 Unrealized +39.1%
PODD Insulet Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $288.61 Unrealized +8.6%
GIS General Mills Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.46 Unrealized 0.0%
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $229.21 Unrealized +24.6%
NVT nVent Electric PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.98 Unrealized +41.8%
NXT NEXTracker Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $50.16 Unrealized +28.5%
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $14.18 Unrealized +13.5%
XYZ Block Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.35 Unrealized +20.1%
HII Huntington Ingalls Industries Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $220.44 Unrealized +20.0%
GL Globe Life Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.89 Unrealized +11.9%
DTE DTE Energy Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $131.30 Unrealized +2.7%
DELL Dell Technologies Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.32 Unrealized +27.5%
DVN Devon Energy Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $31.84 Unrealized +5.6%
STLD Steel Dynamics Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.36 Unrealized +3.2%
NFG National Fuel Gas Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.72 Unrealized +8.0%
RBLX Roblox Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.55 Unrealized +58.2%
QRVO Qorvo Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $72.22 Unrealized +23.3%
NTRS Northern Trust Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.50 Unrealized +26.7%
CTSH Cognizant Technology Solutions Corp A 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.82 Unrealized -5.3%
CCL Carnival Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.40 Unrealized +41.1%
APTV Aptiv PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.92 Unrealized +21.8%
LFUS Littelfuse Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $197.22 Unrealized +27.0%
OSK Oshkosh Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.81 Unrealized +37.2%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $225.31 Unrealized +5.1%
INCY Incyte Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.35 Unrealized +24.8%
FTNT Fortinet Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.89 Unrealized -11.6%
CRUS Cirrus Logic Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.97 Unrealized +13.7%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.80 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $231.81 Unrealized +3.1%
GRMN Garmin Ltd 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.09 Unrealized +16.8%
XEL Xcel Energy Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.81 Unrealized +5.2%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.70 Unrealized +2.9%
ALGM ALLEGRO MICROSYSTEMS ORD 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.91 Unrealized +29.8%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.58 Unrealized +4.8%
PLD Prologis Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.32 Unrealized +5.8%
NDSN Nordson Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.94 Unrealized +11.2%
FERG Ferguson Enterprises Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $182.05 Unrealized +23.4%
EXC Exelon Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.57 Unrealized -0.5%
EOG EOG Resources Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.02 Unrealized +2.6%
FSLR First Solar Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.64 Unrealized +30.0%
NI NiSource Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.61 Unrealized +6.3%
AGCO AGCO Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.49 Unrealized +16.1%
ES Eversource Energy 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.90 Unrealized +7.2%
EXE Expand Energy Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.10 Unrealized -9.2%
TXG 10x Genomics Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $9.12 Unrealized +43.0%
PPG PPG Industries Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.34 Unrealized +3.4%
LIVN LivaNova PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.26 Unrealized +22.0%
AEE Ameren Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.15 Unrealized +3.6%
DG Dollar General Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.12 Unrealized +11.0%
UHS Universal Health Services Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.96 Unrealized -0.2%
UGI UGI Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.40 Unrealized +1.6%
LNT Alliant Energy Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.10 Unrealized +6.3%
ED Consolidated Edison Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.69 Unrealized -4.4%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.67 Unrealized +2.8%
ETSY Etsy Inc com 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.74 Unrealized +20.0%
INFORMATICA INC - CLASS A 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.38 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $37.70 Unrealized +14.6%
CCI Crown Castle Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.04 Unrealized +1.1%
DRVN Driven Brands Holdings Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.16 Unrealized +1.5%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $172.09 Unrealized +2.6%
SNDR Schneider National Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.23 Unrealized +5.3%
HQY HealthEquity Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.79 Unrealized -0.7%
O Realty Income Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.47 Unrealized +4.5%
EL The Estee Lauder Companies Inc Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.64 Unrealized +39.0%
RJF Raymond James Financial Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $141.83 Unrealized +16.1%
MGM MGM Resorts International 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.71 Unrealized +15.7%
INGM Ingram Micro Holding Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.63 Unrealized +8.9%
MTG MGIC Investment Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.73 Unrealized +5.9%
RNG RingCentral Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.80 Unrealized +12.9%
NEM Newmont Mining Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.90 Unrealized +31.2%
DHI D.R. Horton Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $156.63 Unrealized 0.0%
AR Antero Resources Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $37.87 Unrealized -12.0%
AMTM Amentum Holdings Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.90 Unrealized +16.5%
TRGP Targa Resources Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $165.56 Unrealized -0.2%
TTEK Tetra Tech Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.29 Unrealized +9.2%
DOV Dover Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $172.70 Unrealized +3.4%
NLY Annaly Capital Management Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.50 Unrealized
PSN Parsons Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.05 Unrealized +17.1%
BG Bunge Ltd 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.10 Unrealized +2.7%
PINS Pinterest Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.35 Unrealized +19.5%
CDW CDW Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.13 Unrealized +0.4%
YUM Yum Brands Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.17 Unrealized +1.3%
VRT Vertiv Holdings Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.15 Unrealized +37.2%
MTN Vail Resorts Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $148.56 Unrealized +4.5%
VOYA Voya Financial Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.12 Unrealized +15.6%
TTD The Trade Desk Inc Com Cl A 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.85 Unrealized -0.6%
OLED Universal Display Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.68 Unrealized +4.2%
NBIX Neurocrine Biosciences Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.68 Unrealized +18.2%
GPC Genuine Parts Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.78 Unrealized +12.4%
IP International Paper Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.98 Unrealized +4.4%
WMS Advanced Drainage Systems Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.63 Unrealized +17.4%
ROIV Roivant Sciences Ltd COM 0.0000000341740141 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.84 Unrealized +14.2%
JBHT JB Hunt Transport Services Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $137.35 Unrealized +4.3%
APO Apollo Global Management Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.37 Unrealized +7.1%
HSIC Henry Schein Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $68.84 Unrealized +0.6%
CNH CNH Industrial NV 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.23 Unrealized -0.1%
MTSI MACOM Technology Solutions Holdings Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.84 Unrealized +12.9%
SSB South State Bank Corp Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.71 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.31 Unrealized +24.0%
WHR Whirlpool Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $83.19 Unrealized +10.3%
CVS CVS Health Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $67.82 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
VGFCQ The Very Good Food Company Inc COM NPV 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.00 Unrealized +49900.0%
CAGR California Grapes International Inc 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $0.00 Unrealized 0.0%