Industrial Alliance Investment Management Inc. Diversified Active

Location: Quebec, Quebec, Canada

CIK: 0001630798 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 18, 2022

Total Value: $3.401B (100.0% shares, 0.0% debt)

Holdings (426)

MSFT MICROSOFT CORP 6.5%
Value $223M Shares 955,575 Est. Cost $307.65 Unrealized -16.5%
AAPL APPLE INC 4.1%
Value $140M Shares 1,012,955 Est. Cost $154.71 Unrealized -0.3%
JNJ JOHNSON & JOHNSON 3.4%
Value $115M Shares 703,930 Est. Cost $145.80 Unrealized +4.9%
GOOGL ALPHABET INC 3.2%
Value $110M Shares 1,148,223 Est. Cost $111.50 Unrealized -1.3%
QQQ INVESCO QQQ TRUST SERIES 1 2.8%
Value $96.43M Shares 360,817 Est. Cost $383.73 Unrealized
AMZN AMAZON.COM INC 2.7%
Value $90.97M Shares 805,071 Est. Cost $127.30 Unrealized -0.7%
CVS CVS HEALTH CORP 2.6%
Value $87.17M Shares 914,062 Est. Cost $81.87 Unrealized +7.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.2%
Value $76.24M Shares 791,350 Est. Cost $114.12 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.8%
Value $62.43M Shares 174,784 Est. Cost $461.04 Unrealized
UNH UNITEDHEALTH GROUP INC 1.8%
Value $61.43M Shares 121,629 Est. Cost $424.58 Unrealized +16.6%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 1.6%
Value $56.01M Shares 784,491 Est. Cost $86.77 Unrealized
AVGO BROADCOM INC 1.6%
Value $53.48M Shares 120,457 Est. Cost $51.30 Unrealized -6.3%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value $46.7M Shares 92,070 Est. Cost $596.10 Unrealized -7.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 1.3%
Value $43.66M Shares 426,200 Est. Cost $110.36 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $40.17M Shares 384,399 Est. Cost $139.50 Unrealized -24.3%
V VISA INC 1.2%
Value $39.97M Shares 225,007 Est. Cost $204.23 Unrealized -2.9%
COST COSTCO WHOLESALE CORP 1.1%
Value $37.85M Shares 80,148 Est. Cost $491.12 Unrealized +1.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.1%
Value $37.7M Shares 507,587 Est. Cost $81.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value $35.28M Shares 496,240 Est. Cost $49.23 Unrealized +26.5%
VTV VANGUARD VALUE ETF 1.0%
Value $34.14M Shares 276,500 Est. Cost $147.78 Unrealized
TSLA TESLA INC 1.0%
Value $33.83M Shares 127,557 Est. Cost $294.22 Unrealized -5.1%
HD HOME DEPOT INC/THE 1.0%
Value $33.14M Shares 120,102 Est. Cost $327.61 Unrealized -17.4%
BAC BANK OF AMERICA CORP 1.0%
Value $32.44M Shares 1,074,057 Est. Cost $35.88 Unrealized -14.8%
CSCO CISCO SYSTEMS INC 0.9%
Value $30.64M Shares 765,889 Est. Cost $49.01 Unrealized -18.3%
META META PLATFORMS INC 0.8%
Value $28.48M Shares 209,889 Est. Cost $292.27 Unrealized -44.9%
NEE NEXTERA ENERGY INC 0.8%
Value $28.3M Shares 360,934 Est. Cost $77.35 Unrealized -0.3%
AMAT APPLIED MATERIALS INC 0.8%
Value $27.37M Shares 334,088 Est. Cost $128.48 Unrealized -27.2%
CARR CARRIER GLOBAL CORP 0.8%
Value $27.2M Shares 764,890 Est. Cost $50.55 Unrealized -25.6%
GOOG ALPHABET INC 0.8%
Value $26.97M Shares 280,516 Est. Cost $112.32 Unrealized -1.3%
UNP UNION PACIFIC CORP 0.8%
Value $26.81M Shares 137,593 Est. Cost $211.42 Unrealized -3.4%
EFA ISHARES MSCI EAFE ETF 0.8%
Value $25.6M Shares 457,044 Est. Cost $77.33 Unrealized
MET METLIFE INC 0.7%
Value $25.06M Shares 412,259 Est. Cost $57.30 Unrealized +0.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.7%
Value $24.41M Shares 238,259 Est. Cost $114.46 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.7%
Value $22.31M Shares 280,962 Est. Cost $109.06 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC 0.6%
Value $21.49M Shares 197,140 Est. Cost $142.66 Unrealized -12.9%
MCD MCDONALD'S CORP 0.6%
Value $21.41M Shares 92,811 Est. Cost $230.82 Unrealized +2.4%
PEP PEPSICO INC 0.6%
Value $20.28M Shares 124,234 Est. Cost $144.17 Unrealized +7.1%
LLY ELI LILLY & CO 0.6%
Value $20.08M Shares 62,094 Est. Cost $256.87 Unrealized +19.9%
CVX CHEVRON CORP 0.6%
Value $19.64M Shares 136,736 Est. Cost $104.30 Unrealized +27.3%
MA MASTERCARD INC 0.6%
Value $19.43M Shares 68,344 Est. Cost $345.25 Unrealized -5.8%
DE DEERE & CO 0.6%
Value $19.42M Shares 58,161 Est. Cost $340.01 Unrealized -4.0%
DIS WALT DISNEY CO/THE 0.6%
Value $18.88M Shares 200,093 Est. Cost $123.35 Unrealized -15.2%
RH RH 0.5%
Value $18.44M Shares 74,925 Est. Cost $371.27 Unrealized -27.3%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value $18.17M Shares 62,748 Est. Cost $221.78 Unrealized +29.7%
SPGI S&P GLOBAL INC 0.5%
Value $17.73M Shares 58,071 Est. Cost $390.00 Unrealized -10.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value $17.53M Shares 332,901 Est. Cost $73.51 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value $17.48M Shares 104,660 Est. Cost $185.07 Unrealized -12.4%
TXN TEXAS INSTRUMENTS INC 0.5%
Value $17.46M Shares 112,835 Est. Cost $168.11 Unrealized -9.8%
ABBV ABBVIE INC 0.5%
Value $17.28M Shares 128,754 Est. Cost $110.30 Unrealized +15.2%
CNC CENTENE CORP 0.5%
Value $16.77M Shares 215,595 Est. Cost $73.90 Unrealized +20.9%
ABT ABBOTT LABORATORIES 0.5%
Value $16.43M Shares 169,824 Est. Cost $113.34 Unrealized -11.8%
NVDA NVIDIA CORP 0.5%
Value $16.15M Shares 133,058 Est. Cost $26.98 Unrealized -41.5%
BLACKROCK INC 0.5%
Value $16.04M Shares 29,146 Est. Cost $870.59 Unrealized
SYK STRYKER CORP 0.5%
Value $15.94M Shares 78,690 Est. Cost $250.88 Unrealized -19.1%
DG DOLLAR GENERAL CORP 0.5%
Value $15.81M Shares 65,914 Est. Cost $209.20 Unrealized +10.9%
MRK MERCK & CO INC 0.5%
Value $15.79M Shares 183,296 Est. Cost $72.40 Unrealized +11.1%
NTNX NUTANIX INC 0.5%
Value $15.76M Shares 756,610 Est. Cost $24.22 Unrealized -24.7%
DHR DANAHER CORP 0.5%
Value $15.52M Shares 60,100 Est. Cost $267.87 Unrealized -10.1%
UBER UBER TECHNOLOGIES INC 0.4%
Value $15.3M Shares 577,370 Est. Cost $33.27 Unrealized -17.0%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $15.2M Shares 392,462 Est. Cost $41.52 Unrealized -3.4%
ELV ELEVANCE HEALTH INC 0.4%
Value $14.96M Shares 32,945 Est. Cost $405.30 Unrealized +12.3%
EOG EOG RESOURCES INC 0.4%
Value $14.68M Shares 131,340 Est. Cost $74.72 Unrealized +30.7%
ACN ACCENTURE PLC 0.4%
Value $14.66M Shares 56,974 Est. Cost $332.40 Unrealized -17.4%
NFLX NETFLIX INC 0.4%
Value $14.51M Shares 61,640 Est. Cost $50.30 Unrealized -55.8%
PANW PALO ALTO NETWORKS INC 0.4%
Value $14.27M Shares 87,106 Est. Cost $86.56 Unrealized +0.0%
INTU INTUIT INC 0.4%
Value $13.9M Shares 35,901 Est. Cost $546.58 Unrealized -22.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $13.37M Shares 352,125 Est. Cost $40.90 Unrealized -12.5%
TPR TAPESTRY INC 0.4%
Value $13.11M Shares 461,150 Est. Cost $31.37 Unrealized -3.2%
TMUS T-MOBILE US INC 0.4%
Value $12.51M Shares 93,209 Est. Cost $114.57 Unrealized +18.4%
CRM SALESFORCE INC 0.4%
Value $12.43M Shares 86,409 Est. Cost $249.31 Unrealized -32.8%
GTM ZOOMINFO TECHNOLOGIES INC 0.4%
Value $12.28M Shares 294,683 Est. Cost $58.95 Unrealized -28.0%
ADBE ADOBE INC 0.4%
Value $11.94M Shares 43,385 Est. Cost $588.21 Unrealized -35.7%
QCOM QUALCOMM INC 0.3%
Value $11.71M Shares 103,615 Est. Cost $145.78 Unrealized -12.9%
CMCSA COMCAST CORP 0.3%
Value $11.68M Shares 398,370 Est. Cost $45.35 Unrealized -25.7%
IQV IQVIA HOLDINGS INC 0.3%
Value $11.34M Shares 62,576 Est. Cost $248.92 Unrealized -12.0%
PGR PROGRESSIVE CORP/THE 0.3%
Value $11.14M Shares 95,860 Est. Cost $87.51 Unrealized +25.5%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $11.09M Shares 175,028 Est. Cost $118.57 Unrealized -28.2%
SBUX STARBUCKS CORP 0.3%
Value $11.02M Shares 130,824 Est. Cost $99.58 Unrealized -21.3%
PYPL PAYPAL HOLDINGS INC 0.3%
Value $11.01M Shares 127,931 Est. Cost $151.90 Unrealized -41.8%
VMWARE INC 0.3%
Value $10.8M Shares 101,422 Est. Cost $114.33 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value $10.73M Shares 47,430 Est. Cost $207.16 Unrealized +5.8%
SBAC SBA COMMUNICATIONS CORP 0.3%
Value $10.7M Shares 37,573 Est. Cost $321.43 Unrealized -4.7%
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.3%
Value $10.65M Shares 68,650 Est. Cost $177.26 Unrealized -14.8%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.3%
Value $10.62M Shares 239,420 Est. Cost $60.88 Unrealized
FTCHQ FARFETCH LTD 0.3%
Value $10.55M Shares 1,416,230 Est. Cost $12.65 Unrealized -29.8%
PFE PFIZER INC 0.3%
Value $10.53M Shares 240,594 Est. Cost $40.23 Unrealized +0.5%
CNQ CANADIAN NATURAL RESOURCES LTD 0.3%
Value $9.993M Shares 214,583 Est. Cost $19.82 Unrealized +12.3%
NOW SERVICENOW INC 0.3%
Value $9.948M Shares 26,344 Est. Cost $107.06 Unrealized -15.9%
ZIP ZIPRECRUITER INC 0.3%
Value $9.504M Shares 575,970 Est. Cost $19.98 Unrealized -12.8%
NOC NORTHROP GRUMMAN CORP 0.3%
Value $9.239M Shares 19,645 Est. Cost $357.82 Unrealized +26.0%
PG PROCTER & GAMBLE CO/THE 0.3%
Value $9.208M Shares 72,931 Est. Cost $134.13 Unrealized -2.6%
CROX CROCS INC 0.3%
Value $9.114M Shares 132,741 Est. Cost $110.49 Unrealized -37.2%
BKLN INVESCO SENIOR LOAN ETF 0.3%
Value $8.643M Shares 428,100 Est. Cost $22.10 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value $8.609M Shares 61,781 Est. Cost $164.67 Unrealized -9.5%
TJX TJX COS INC/THE 0.3%
Value $8.562M Shares 137,825 Est. Cost $64.78 Unrealized -7.5%
SPLUNK INC 0.3%
Value $8.521M Shares 113,307 Est. Cost $113.88 Unrealized
BIIB BIOGEN INC 0.2%
Value $8.472M Shares 31,729 Est. Cost $226.20 Unrealized -6.1%
TRV TRAVELERS COS INC/THE 0.2%
Value $8.376M Shares 54,675 Est. Cost $146.05 Unrealized +4.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value $8.25M Shares 21,358 Est. Cost $338.72 Unrealized +12.4%
ASH ASHLAND INC 0.2%
Value $8.017M Shares 84,413 Est. Cost $93.15 Unrealized +1.8%
XOM EXXON MOBIL CORP 0.2%
Value $7.962M Shares 91,195 Est. Cost $58.44 Unrealized +39.2%
ETN EATON CORP PLC 0.2%
Value $7.902M Shares 59,250 Est. Cost $141.83 Unrealized -5.9%
AMGN AMGEN INC 0.2%
Value $7.783M Shares 34,531 Est. Cost $188.23 Unrealized +15.8%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value $7.702M Shares 96,066 Est. Cost $113.80 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value $7.667M Shares 33,381 Est. Cost $213.32 Unrealized +7.6%
EQIX EQUINIX INC 0.2%
Value $7.486M Shares 13,160 Est. Cost $696.85 Unrealized -12.5%
SNPS SYNOPSYS INC 0.2%
Value $7.418M Shares 24,282 Est. Cost $337.23 Unrealized +0.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value $7.363M Shares 171,302 Est. Cost $50.87 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value $7.335M Shares 145,540 Est. Cost $29.37 Unrealized -24.3%
PUBM PUBMATIC INC 0.2%
Value $7.279M Shares 437,687 Est. Cost $22.76 Unrealized -20.6%
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value $7.275M Shares 118,390 Est. Cost $59.14 Unrealized +2.6%
AES AES CORP/THE 0.2%
Value $7.151M Shares 316,435 Est. Cost $20.56 Unrealized +0.3%
BKNG BOOKING HOLDINGS INC 0.2%
Value $7.008M Shares 4,265 Est. Cost $2321.82 Unrealized -20.4%
INTC INTEL CORP 0.2%
Value $6.867M Shares 266,484 Est. Cost $45.80 Unrealized -29.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $6.759M Shares 36,060 Est. Cost $335.67 Unrealized -36.0%
APH AMPHENOL CORP 0.2%
Value $6.721M Shares 100,373 Est. Cost $38.82 Unrealized -9.3%
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value $6.708M Shares 9,537 Est. Cost $43.37 Unrealized +7.5%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.2%
Value $6.663M Shares 47,530 Est. Cost $153.35 Unrealized -15.4%
WMB WILLIAMS COS INC/THE 0.2%
Value $6.647M Shares 232,180 Est. Cost $22.75 Unrealized +22.6%
CSX CSX CORP 0.2%
Value $6.498M Shares 243,928 Est. Cost $33.29 Unrealized -11.1%
FTS FORTIS INC/CANADA 0.2%
Value $6.483M Shares 170,650 Est. Cost $39.78 Unrealized -0.5%
WMT WALMART INC 0.2%
Value $6.355M Shares 48,998 Est. Cost $44.70 Unrealized -6.0%
AZN ASTRAZENECA PLC 0.2%
Value $6.233M Shares 113,662 Est. Cost $58.71 Unrealized
CCK CROWN HOLDINGS INC 0.2%
Value $6.158M Shares 76,001 Est. Cost $105.36 Unrealized -14.8%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $6.102M Shares 73,850 Est. Cost $107.92 Unrealized -10.8%
NKE NIKE INC 0.2%
Value $6.04M Shares 72,664 Est. Cost $145.67 Unrealized -30.3%
CVE CENOVUS ENERGY INC 0.2%
Value $5.994M Shares 389,954 Est. Cost $12.82 Unrealized +26.9%
HORIZON THERAPEUTICS PLC 0.2%
Value $5.986M Shares 96,712 Est. Cost $103.34 Unrealized
LAM RESEARCH CORP 0.2%
Value $5.856M Shares 15,999 Est. Cost $693.87 Unrealized
AQN ALGONQUIN POWER & UTILITIES CORP 0.2%
Value $5.751M Shares 527,131 Est. Cost $11.54 Unrealized -2.9%
PAYX PAYCHEX INC 0.2%
Value $5.749M Shares 51,234 Est. Cost $109.86 Unrealized +2.0%
CTVA CORTEVA INC 0.2%
Value $5.747M Shares 100,560 Est. Cost $55.96 Unrealized +0.4%
ROP ROPER TECHNOLOGIES INC 0.2%
Value $5.619M Shares 15,624 Est. Cost $458.35 Unrealized -13.1%
CB CHUBB LTD 0.2%
Value $5.274M Shares 28,999 Est. Cost $178.38 Unrealized +1.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.2%
Value $5.256M Shares 91,501 Est. Cost $75.37 Unrealized -17.8%
AME AMETEK INC 0.2%
Value $5.254M Shares 46,325 Est. Cost $132.55 Unrealized -11.6%
FTNT FORTINET INC 0.2%
Value $5.215M Shares 106,151 Est. Cost $60.62 Unrealized -10.6%
TGT TARGET CORP 0.2%
Value $5.123M Shares 34,527 Est. Cost $208.48 Unrealized -31.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value $5.104M Shares 93,095 Est. Cost $55.40 Unrealized +2.2%
GILD GILEAD SCIENCES INC 0.1%
Value $5.059M Shares 82,010 Est. Cost $58.23 Unrealized -4.2%
WCN WASTE CONNECTIONS INC 0.1%
Value $4.973M Shares 36,799 Est. Cost $128.23 Unrealized +4.0%
FAST FASTENAL CO 0.1%
Value $4.969M Shares 107,922 Est. Cost $26.56 Unrealized -12.7%
CRWD CROWDSTRIKE HOLDINGS INC 0.1%
Value $4.964M Shares 30,122 Est. Cost $205.05 Unrealized -10.8%
SLB SCHLUMBERGER NV 0.1%
Value $4.936M Shares 137,488 Est. Cost $30.29 Unrealized +10.3%
GFL GFL ENVIRONMENTAL INC 0.1%
Value $4.859M Shares 192,127 Est. Cost $36.00 Unrealized -23.5%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value $4.849M Shares 98,521 Est. Cost $51.70 Unrealized -4.0%
APP APPLOVIN CORP 0.1%
Value $4.799M Shares 246,210 Est. Cost $35.30 Unrealized -15.3%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value $4.629M Shares 6,720 Est. Cost $611.44 Unrealized +2.4%
RJF RAYMOND JAMES FINANCIAL INC 0.1%
Value $4.436M Shares 44,890 Est. Cost $93.38 Unrealized +3.0%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.1%
Value $4.426M Shares 58,563 Est. Cost $100.60 Unrealized -15.3%
ORCL ORACLE CORP 0.1%
Value $4.395M Shares 71,961 Est. Cost $88.90 Unrealized -21.1%
FISV FISERV INC 0.1%
Value $4.363M Shares 46,624 Est. Cost $103.11 Unrealized -1.2%
DDOG DATADOG INC 0.1%
Value $4.228M Shares 47,628 Est. Cost $122.43 Unrealized -17.7%
MU MICRON TECHNOLOGY INC 0.1%
Value $4.215M Shares 84,134 Est. Cost $76.29 Unrealized -25.4%
KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 0.1%
Value $4.131M Shares 84,419 Est. Cost $53.96 Unrealized -8.9%
LINDE PLC 0.1%
Value $4.125M Shares 15,300 Est. Cost $346.41 Unrealized
HSY HERSHEY CO/THE 0.1%
Value $4.118M Shares 18,680 Est. Cost $163.59 Unrealized +25.5%
KDP KEURIG DR PEPPER INC 0.1%
Value $4.079M Shares 113,872 Est. Cost $31.91 Unrealized +7.9%
DLR DIGITAL REALTY TRUST INC 0.1%
Value $4.022M Shares 40,550 Est. Cost $130.27 Unrealized -16.7%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value $3.989M Shares 47,060 Est. Cost $83.90 Unrealized +6.1%
IRTC IRHYTHM TECHNOLOGIES INC 0.1%
Value $3.945M Shares 31,492 Est. Cost $144.39 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value $3.912M Shares 57,054 Est. Cost $119.87 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value $3.898M Shares 24,770 Est. Cost $160.05 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $3.866M Shares 25,895 Est. Cost $156.03 Unrealized -2.4%
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value $3.852M Shares 97,410 Est. Cost $54.72 Unrealized
SHW SHERWIN-WILLIAMS CO/THE 0.1%
Value $3.839M Shares 18,748 Est. Cost $300.96 Unrealized -23.7%
RPRX ROYALTY PHARMA PLC 0.1%
Value $3.682M Shares 91,650 Est. Cost $39.27 Unrealized +8.8%
ACTIVISION BLIZZARD INC 0.1%
Value $3.625M Shares 48,764 Est. Cost $67.29 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value $3.602M Shares 37,473 Est. Cost $103.44 Unrealized
ILMN ILLUMINA INC 0.1%
Value $3.597M Shares 18,853 Est. Cost $371.09 Unrealized -46.7%
CHTR CHARTER COMMUNICATIONS INC 0.1%
Value $3.597M Shares 11,857 Est. Cost $662.14 Unrealized -35.4%
PTC PTC INC 0.1%
Value $3.578M Shares 34,210 Est. Cost $112.62 Unrealized +1.3%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value $3.542M Shares 24,011 Est. Cost $190.58 Unrealized -17.7%
CDNS CADENCE DESIGN SYSTEMS INC 0.1%
Value $3.535M Shares 21,627 Est. Cost $172.46 Unrealized -0.3%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value $3.529M Shares 46,876 Est. Cost $69.85 Unrealized -3.4%
ATOM ATOMERA INC 0.1%
Value $3.361M Shares 331,771 Est. Cost $23.49 Unrealized -49.6%
EA ELECTRONIC ARTS INC 0.1%
Value $3.348M Shares 28,937 Est. Cost $131.14 Unrealized -5.3%
GS GOLDMAN SACHS GROUP INC/THE 0.1%
Value $3.338M Shares 11,391 Est. Cost $348.91 Unrealized -14.9%
ABNB AIRBNB INC 0.1%
Value $3.206M Shares 30,522 Est. Cost $164.66 Unrealized -32.7%
RUN SUNRUN INC 0.1%
Value $3.034M Shares 109,960 Est. Cost $31.10 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value $3.029M Shares 80,871 Est. Cost $33.30 Unrealized +17.3%
BARK BARK INC 0.1%
Value $2.986M Shares 1,640,567 Est. Cost $2.70 Unrealized -31.6%
MS MORGAN STANLEY 0.1%
Value $2.97M Shares 37,591 Est. Cost $86.77 Unrealized -13.3%
KLAC KLA CORP 0.1%
Value $2.927M Shares 9,672 Est. Cost $367.85 Unrealized -9.0%
DOMO DOMO INC 0.1%
Value $2.92M Shares 162,333 Est. Cost $35.83 Unrealized -26.8%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value $2.906M Shares 16,089 Est. Cost $182.30 Unrealized -0.3%
OUTSET MEDICAL INC 0.1%
Value $2.904M Shares 182,280 Est. Cost $15.93 Unrealized
MRNA MODERNA INC 0.1%
Value $2.884M Shares 24,385 Est. Cost $285.33 Unrealized -46.8%
CL COLGATE-PALMOLIVE CO 0.1%
Value $2.879M Shares 40,977 Est. Cost $71.06 Unrealized +2.0%
MAR MARRIOTT INTERNATIONAL INC/MD 0.1%
Value $2.865M Shares 20,443 Est. Cost $156.61 Unrealized -5.7%
BELLUS HEALTH INC 0.1%
Value $2.856M Shares 270,470 Est. Cost $9.30 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value $2.856M Shares 32,843 Est. Cost $44.23 Unrealized +4.2%
TMCI TREACE MEDICAL CONCEPTS INC 0.1%
Value $2.841M Shares 128,720 Est. Cost $19.35 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO 0.1%
Value $2.834M Shares 34,360 Est. Cost $121.30 Unrealized
WAT WATERS CORP 0.1%
Value $2.83M Shares 10,500 Est. Cost $349.78 Unrealized -8.7%
NTRA NATERA INC 0.1%
Value $2.775M Shares 63,317 Est. Cost $63.90 Unrealized -25.5%
AEP AMERICAN ELECTRIC POWER CO INC 0.1%
Value $2.768M Shares 32,023 Est. Cost $74.42 Unrealized +17.1%
BUNGE LTD 0.1%
Value $2.74M Shares 33,190 Est. Cost $106.13 Unrealized
IT GARTNER INC 0.1%
Value $2.731M Shares 9,870 Est. Cost $280.37 Unrealized 0.0%
ENVX ENOVIX CORP 0.1%
Value $2.699M Shares 147,210 Est. Cost $16.88 Unrealized 0.0%
MOS MOSAIC CO/THE 0.1%
Value $2.698M Shares 55,829 Est. Cost $34.71 Unrealized +35.9%
AMT AMERICAN TOWER CORP 0.1%
Value $2.599M Shares 12,105 Est. Cost $239.48 Unrealized -4.5%
MELI MERCADOLIBRE INC 0.1%
Value $2.598M Shares 3,138 Est. Cost $1335.90 Unrealized -35.7%
ON ON SEMICONDUCTOR CORP 0.1%
Value $2.578M Shares 41,360 Est. Cost $60.97 Unrealized +5.6%
KHC KRAFT HEINZ CO/THE 0.1%
Value $2.547M Shares 76,386 Est. Cost $29.87 Unrealized +5.4%
ADSK AUTODESK INC 0.1%
Value $2.513M Shares 13,455 Est. Cost $280.29 Unrealized -27.9%
CTAS CINTAS CORP 0.1%
Value $2.469M Shares 6,361 Est. Cost $102.39 Unrealized -3.2%
SEAGEN INC 0.1%
Value $2.448M Shares 17,891 Est. Cost $153.51 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value $2.366M Shares 24,649 Est. Cost $102.32 Unrealized
ROST ROSS STORES INC 0.1%
Value $2.363M Shares 28,041 Est. Cost $99.64 Unrealized -18.0%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value $2.295M Shares 24,897 Est. Cost $141.24 Unrealized -29.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $2.28M Shares 53,146 Est. Cost $71.37 Unrealized -31.6%
DLTR DOLLAR TREE INC 0.1%
Value $2.225M Shares 16,347 Est. Cost $122.76 Unrealized +26.8%
MCO MOODY'S CORP 0.1%
Value $2.221M Shares 9,135 Est. Cost $335.11 Unrealized -15.8%
XEL XCEL ENERGY INC 0.1%
Value $2.182M Shares 34,096 Est. Cost $57.83 Unrealized +12.2%
ATLASSIAN CORP PLC 0.1%
Value $2.167M Shares 10,289 Est. Cost $365.24 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value $2.132M Shares 7,625 Est. Cost $411.23 Unrealized -24.6%
PLUG PLUG POWER INC 0.1%
Value $2.131M Shares 101,450 Est. Cost $23.85 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO 0.1%
Value $2.111M Shares 68,450 Est. Cost $43.68 Unrealized -20.2%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $2.102M Shares 34,438 Est. Cost $72.49 Unrealized -16.3%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value $2.049M Shares 64,686 Est. Cost $36.73 Unrealized
DXCM DEXCOM INC 0.1%
Value $1.971M Shares 24,471 Est. Cost $102.21 Unrealized -17.1%
WDAY WORKDAY INC 0.1%
Value $1.907M Shares 12,529 Est. Cost $262.98 Unrealized -40.5%
PDD PINDUODUO INC 0.1%
Value $1.826M Shares 29,177 Est. Cost $56.40 Unrealized
PCAR PACCAR INC 0.1%
Value $1.814M Shares 21,675 Est. Cost $49.14 Unrealized +2.4%
ZIM ZIM INTEGRATED SHIPPING SERVICES LTD 0.1%
Value $1.809M Shares 76,986 Est. Cost $41.32 Unrealized 0.0%
SVB FINANCIAL GROUP 0.1%
Value $1.733M Shares 5,160 Est. Cost $395.01 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC 0.1%
Value $1.733M Shares 6,967 Est. Cost $151.49 Unrealized -10.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $1.694M Shares 20,360 Est. Cost $48.45 Unrealized +48.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $1.692M Shares 53,872 Est. Cost $50.15 Unrealized
IDXX IDEXX LABORATORIES INC 0.0%
Value $1.691M Shares 5,190 Est. Cost $603.46 Unrealized -39.1%
SCHW CHARLES SCHWAB CORP/THE 0.0%
Value $1.686M Shares 23,453 Est. Cost $73.93 Unrealized -10.5%
VRSK VERISK ANALYTICS INC 0.0%
Value $1.668M Shares 9,784 Est. Cost $208.99 Unrealized -12.5%
KKR KKR & CO INC 0.0%
Value $1.622M Shares 37,720 Est. Cost $71.22 Unrealized -31.0%
NEM NEWMONT CORP 0.0%
Value $1.613M Shares 38,377 Est. Cost $57.92 Unrealized -27.2%
JD JD.COM INC 0.0%
Value $1.582M Shares 31,456 Est. Cost $69.40 Unrealized
CPRT COPART INC 0.0%
Value $1.576M Shares 14,815 Est. Cost $36.00 Unrealized -17.3%
SPIRIT AEROSYSTEMS HOLDINGS INC 0.0%
Value $1.493M Shares 68,120 Est. Cost $43.72 Unrealized
LUCID GROUP INC 0.0%
Value $1.487M Shares 106,446 Est. Cost $34.92 Unrealized
ZS ZSCALER INC 0.0%
Value $1.454M Shares 8,843 Est. Cost $296.00 Unrealized -44.7%
SIRIUS XM HOLDINGS INC 0.0%
Value $1.386M Shares 242,742 Est. Cost $6.35 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $1.381M Shares 6,900 Est. Cost $141.87 Unrealized +34.4%
BIDU BAIDU INC 0.0%
Value $1.333M Shares 11,346 Est. Cost $147.20 Unrealized
EBAY EBAY INC 0.0%
Value $1.261M Shares 34,244 Est. Cost $65.03 Unrealized -35.9%
FN FABRINET 0.0%
Value $1.231M Shares 12,900 Est. Cost $110.79 Unrealized -13.1%
ANSYS INC 0.0%
Value $1.203M Shares 5,427 Est. Cost $380.76 Unrealized
MTCH MATCH GROUP INC 0.0%
Value $1.192M Shares 24,956 Est. Cost $117.55 Unrealized -47.8%
VRSN VERISIGN INC 0.0%
Value $1.162M Shares 6,687 Est. Cost $225.71 Unrealized -18.7%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value $1.151M Shares 15,644 Est. Cost $212.05 Unrealized -55.1%
CGNX COGNEX CORP 0.0%
Value $1.148M Shares 27,700 Est. Cost $76.23 Unrealized -42.1%
VICI VICI PROPERTIES INC 0.0%
Value $1.112M Shares 37,242 Est. Cost $23.15 Unrealized +18.3%
NTES NETEASE INC 0.0%
Value $1.066M Shares 14,107 Est. Cost $101.79 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $1.049M Shares 12,297 Est. Cost $137.96 Unrealized -33.3%
COP CONOCOPHILLIPS 0.0%
Value $1.028M Shares 10,044 Est. Cost $66.79 Unrealized +32.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $1.008M Shares 4,869 Est. Cost $604.41 Unrealized -57.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $1.001M Shares 7,405 Est. Cost $156.96 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value $970K Shares 5,563 Est. Cost $154.59 Unrealized +18.9%
CI CIGNA CORP 0.0%
Value $930K Shares 3,350 Est. Cost $197.24 Unrealized +34.2%
BDX BECTON DICKINSON AND CO 0.0%
Value $925K Shares 4,149 Est. Cost $223.48 Unrealized +4.9%
TFC TRUIST FINANCIAL CORP 0.0%
Value $887K Shares 20,376 Est. Cost $49.91 Unrealized -19.4%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value $886K Shares 10,673 Est. Cost $76.31 Unrealized +6.1%
RSG REPUBLIC SERVICES INC 0.0%
Value $871K Shares 6,401 Est. Cost $127.71 Unrealized +4.8%
FUTU FUTU HOLDINGS LTD 0.0%
Value $841K Shares 22,559 Est. Cost $39.58 Unrealized
FFIV F5 INC 0.0%
Value $833K Shares 5,755 Est. Cost $221.99 Unrealized -28.7%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value $784K Shares 9,635 Est. Cost $89.57 Unrealized -3.2%
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value $767K Shares 9,643 Est. Cost $95.17 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $763K Shares 9,447 Est. Cost $94.87 Unrealized -14.8%
AON AON PLC 0.0%
Value $735K Shares 2,744 Est. Cost $290.95 Unrealized -5.2%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value $728K Shares 30,447 Est. Cost $27.77 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $694K Shares 5,839 Est. Cost $149.88 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $680K Shares 7,772 Est. Cost $88.71 Unrealized +5.5%
GDDY GODADDY INC 0.0%
Value $675K Shares 9,530 Est. Cost $71.55 Unrealized +5.2%
DOCU DOCUSIGN INC 0.0%
Value $666K Shares 12,463 Est. Cost $203.98 Unrealized -69.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $658K Shares 18,045 Est. Cost $49.43 Unrealized
FMC FMC CORP 0.0%
Value $643K Shares 6,081 Est. Cost $87.46 Unrealized +8.5%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value $620K Shares 25,203 Est. Cost $32.78 Unrealized
G GENPACT LTD 0.0%
Value $606K Shares 13,835 Est. Cost $46.72 Unrealized -6.1%
GL GLOBE LIFE INC 0.0%
Value $592K Shares 5,936 Est. Cost $96.51 Unrealized +1.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value $585K Shares 7,149 Est. Cost $79.74 Unrealized +5.1%
GD GENERAL DYNAMICS CORP 0.0%
Value $578K Shares 2,724 Est. Cost $197.60 Unrealized +6.7%
PPG PPG INDUSTRIES INC 0.0%
Value $576K Shares 5,208 Est. Cost $133.26 Unrealized -13.8%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value $557K Shares 11,760 Est. Cost $53.21 Unrealized -9.7%
VLO VALERO ENERGY CORP 0.0%
Value $543K Shares 5,078 Est. Cost $72.00 Unrealized +38.0%
IR INGERSOLL RAND INC 0.0%
Value $536K Shares 12,390 Est. Cost $56.66 Unrealized -17.2%
OKTA OKTA INC 0.0%
Value $535K Shares 9,400 Est. Cost $220.09 Unrealized -60.9%
ITRI ITRON INC 0.0%
Value $518K Shares 12,300 Est. Cost $49.79 Unrealized 0.0%
SO SOUTHERN CO/THE 0.0%
Value $504K Shares 7,409 Est. Cost $54.72 Unrealized +22.3%
LEN LENNAR CORP 0.0%
Value $502K Shares 6,730 Est. Cost $81.27 Unrealized -8.9%
FLEETCOR TECHNOLOGIES INC 0.0%
Value $495K Shares 2,811 Est. Cost $223.69 Unrealized
CABO CABLE ONE INC 0.0%
Value $470K Shares 551 Est. Cost $1654.24 Unrealized -30.0%
HDB HDFC BANK LTD 0.0%
Value $461K Shares 7,893 Est. Cost $65.10 Unrealized
AVTR AVANTOR INC 0.0%
Value $453K Shares 23,095 Est. Cost $36.24 Unrealized -26.1%
LITE LUMENTUM HOLDINGS INC 0.0%
Value $452K Shares 6,588 Est. Cost $91.05 Unrealized -9.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $433K Shares 11,914 Est. Cost $46.86 Unrealized
CPNG COUPANG INC 0.0%
Value $432K Shares 25,923 Est. Cost $28.16 Unrealized -38.6%
ZTS ZOETIS INC 0.0%
Value $423K Shares 2,855 Est. Cost $203.53 Unrealized -20.7%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value $419K Shares 9,012 Est. Cost $61.02 Unrealized -15.3%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value $414K Shares 6,204 Est. Cost $72.00 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value $409K Shares 2,178 Est. Cost $225.46 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value $401K Shares 14,132 Est. Cost $49.59 Unrealized -31.1%
STORE CAPITAL CORP 0.0%
Value $395K Shares 12,600 Est. Cost $34.43 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value $389K Shares 2,466 Est. Cost $186.70 Unrealized -15.3%
FIVN FIVE9 INC 0.0%
Value $385K Shares 5,130 Est. Cost $116.40 Unrealized -16.5%
KO COCA-COLA CO/THE 0.0%
Value $384K Shares 6,857 Est. Cost $49.85 Unrealized +12.5%
HWM HOWMET AEROSPACE INC 0.0%
Value $378K Shares 12,231 Est. Cost $31.41 Unrealized +10.5%
ASND ASCENDIS PHARMA A/S 0.0%
Value $354K Shares 3,428 Est. Cost $134.43 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $353K Shares 10,350 Est. Cost $34.11 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value $338K Shares 1,452 Est. Cost $261.73 Unrealized -13.5%
TE CONNECTIVITY LTD 0.0%
Value $331K Shares 3,003 Est. Cost $161.27 Unrealized
MAS MASCO CORP 0.0%
Value $315K Shares 6,756 Est. Cost $58.91 Unrealized -17.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value $311K Shares 10,240 Est. Cost $32.83 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value $299K Shares 7,610 Est. Cost $45.91 Unrealized
QIAGEN NV 0.0%
Value $297K Shares 7,200 Est. Cost $55.57 Unrealized
BAP CREDICORP LTD 0.0%
Value $291K Shares 2,368 Est. Cost $138.77 Unrealized -14.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $285K Shares 8,157 Est. Cost $44.59 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value $283K Shares 3,840 Est. Cost $145.86 Unrealized -31.7%
VFF VILLAGE FARMS INTERNATIONAL INC 0.0%
Value $283K Shares 148,325 Est. Cost $5.25 Unrealized -48.9%
NICE NICE LTD 0.0%
Value $273K Shares 1,448 Est. Cost $303.42 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $273K Shares 6,764 Est. Cost $34.10 Unrealized -3.0%
AXTA AXALTA COATING SYSTEMS LTD 0.0%
Value $271K Shares 12,873 Est. Cost $31.73 Unrealized -22.5%
T AT&T INC 0.0%
Value $263K Shares 17,136 Est. Cost $15.18 Unrealized -0.7%
BKR BAKER HUGHES CO 0.0%
Value $256K Shares 12,206 Est. Cost $22.96 Unrealized +0.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $256K Shares 1,230 Est. Cost $203.52 Unrealized +5.4%
HUM HUMANA INC 0.0%
Value $251K Shares 518 Est. Cost $469.33 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $249K Shares 3,899 Est. Cost $78.43 Unrealized -11.7%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $247K Shares 2,425 Est. Cost $121.04 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value $242K Shares 961 Est. Cost $259.27 Unrealized -3.3%
MMM 3M CO 0.0%
Value $226K Shares 2,049 Est. Cost $96.43 Unrealized 0.0%
JETS US GLOBAL JETS ETF 0.0%
Value $225K Shares 15,000 Est. Cost $21.73 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $224K Shares 1,657 Est. Cost $157.56 Unrealized -8.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value $221K Shares 7,839 Est. Cost $41.49 Unrealized -28.1%
STX SEAGATE TECHNOLOGY HOLDINGS PLC 0.0%
Value $216K Shares 4,055 Est. Cost $88.51 Unrealized -27.1%
KR KROGER CO/THE 0.0%
Value $210K Shares 4,793 Est. Cost $38.79 Unrealized +13.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value $207K Shares 1,843 Est. Cost $114.32 Unrealized 0.0%
USB US BANCORP 0.0%
Value $207K Shares 5,143 Est. Cost $39.22 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value $204K Shares 3,626 Est. Cost $54.56 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value $204K Shares 7,809 Est. Cost $24.72 Unrealized 0.0%
GM GENERAL MOTORS CO 0.0%
Value $202K Shares 6,284 Est. Cost $56.36 Unrealized -37.1%
DISCOVER FINANCIAL SERVICES 0.0%
Value $199K Shares 2,184 Est. Cost $91.12 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value $196K Shares 2,564 Est. Cost $107.83 Unrealized -27.5%
GPN GLOBAL PAYMENTS INC 0.0%
Value $196K Shares 1,813 Est. Cost $132.51 Unrealized -10.0%
AOS A O SMITH CORP 0.0%
Value $193K Shares 3,964 Est. Cost $69.84 Unrealized -22.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $189K Shares 1,558 Est. Cost $130.84 Unrealized
HPQ HP INC 0.0%
Value $186K Shares 7,467 Est. Cost $28.60 Unrealized -5.6%
COR AMERISOURCEBERGEN CORP 0.0%
Value $186K Shares 1,373 Est. Cost $147.67 Unrealized -5.8%
WY WEYERHAEUSER CO 0.0%
Value $186K Shares 6,526 Est. Cost $34.12 Unrealized -11.7%
CBRE CBRE GROUP INC 0.0%
Value $185K Shares 2,745 Est. Cost $79.27 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value $185K Shares 2,804 Est. Cost $70.42 Unrealized 0.0%
RF REGIONS FINANCIAL CORP 0.0%
Value $184K Shares 9,189 Est. Cost $18.15 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value $184K Shares 8,140 Est. Cost $22.47 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $184K Shares 2,572 Est. Cost $82.83 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES GROUP INC/THE 0.0%
Value $184K Shares 2,978 Est. Cost $64.87 Unrealized -6.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $183K Shares 3,988 Est. Cost $59.66 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $181K Shares 1,114 Est. Cost $170.59 Unrealized 0.0%
APA APA CORP 0.0%
Value $181K Shares 5,284 Est. Cost $37.71 Unrealized -15.6%
GEN NORTONLIFELOCK INC 0.0%
Value $179K Shares 8,903 Est. Cost $21.52 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value $179K Shares 2,895 Est. Cost $79.81 Unrealized -19.6%
VTRS VIATRIS INC 0.0%
Value $179K Shares 20,952 Est. Cost $8.43 Unrealized 0.0%
ZION ZIONS BANCORP NA 0.0%
Value $177K Shares 3,477 Est. Cost $54.69 Unrealized 0.0%
INTERPUBLIC GROUP OF COS INC/THE 0.0%
Value $177K Shares 6,908 Est. Cost $30.74 Unrealized -19.1%
SEE SEALED AIR CORP 0.0%
Value $176K Shares 3,958 Est. Cost $57.61 Unrealized -11.5%
QRVO QORVO INC 0.0%
Value $176K Shares 2,213 Est. Cost $96.68 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value $171K Shares 3,407 Est. Cost $49.94 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $126K Shares 576 Est. Cost $269.10 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value $114K Shares 3,000 Est. Cost $38.00 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $110K Shares 7,000 Est. Cost $15.71 Unrealized
DJIA GLOBAL X DOW 30 COVERED CALL ETF 0.0%
Value $102K Shares 5,000 Est. Cost $20.40 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value $100K Shares 2,038 Est. Cost $49.23 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value $93,000 Shares 350 Est. Cost $320.38 Unrealized -11.2%
VRT VERTIV HOLDINGS CO 0.0%
Value $92,000 Shares 9,500 Est. Cost $24.92 Unrealized -55.1%
PIONEER NATURAL RESOURCES CO 0.0%
Value $91,000 Shares 419 Est. Cost $216.56 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $84,000 Shares 2,096 Est. Cost $44.39 Unrealized -11.3%
SHOP SHOPIFY INC 0.0%
Value $81,000 Shares 2,992 Est. Cost $43.17 Unrealized -21.2%
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value $57,000 Shares 1,200 Est. Cost $52.46 Unrealized -7.3%
CE CELANESE CORP 0.0%
Value $53,000 Shares 592 Est. Cost $138.50 Unrealized -24.9%
EL ESTEE LAUDER COS INC/THE 0.0%
Value $52,000 Shares 243 Est. Cost $317.73 Unrealized -24.3%
CME CME GROUP INC 0.0%
Value $51,000 Shares 286 Est. Cost $187.33 Unrealized -9.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value $50,000 Shares 1,340 Est. Cost $35.57 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value $45,000 Shares 800 Est. Cost $60.04 Unrealized -4.5%
VOYA VOYA FINANCIAL INC 0.0%
Value $44,000 Shares 730 Est. Cost $61.13 Unrealized -6.8%
TTD TRADE DESK INC/THE 0.0%
Value $29,000 Shares 480 Est. Cost $85.71 Unrealized -33.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $29,000 Shares 199 Est. Cost $176.02 Unrealized -18.4%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value $24,000 Shares 75 Est. Cost $331.53 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $24,000 Shares 333 Est. Cost $107.53 Unrealized
ALL ALLSTATE CORP/THE 0.0%
Value $19,000 Shares 154 Est. Cost $114.59 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value $18,000 Shares 236 Est. Cost $108.10 Unrealized -17.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value $18,000 Shares 99 Est. Cost $36.69 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value $17,000 Shares 158 Est. Cost $101.72 Unrealized 0.0%
WU WESTERN UNION CO/THE 0.0%
Value $17,000 Shares 1,260 Est. Cost $13.49 Unrealized
CLX CLOROX CO/THE 0.0%
Value $17,000 Shares 135 Est. Cost $128.86 Unrealized 0.0%
BC BRUNSWICK CORP/DE 0.0%
Value $16,000 Shares 243 Est. Cost $69.53 Unrealized 0.0%
FAF FIRST AMERICAN FINANCIAL CORP 0.0%
Value $16,000 Shares 354 Est. Cost $47.78 Unrealized 0.0%
EVR EVERCORE INC 0.0%
Value $16,000 Shares 199 Est. Cost $88.97 Unrealized 0.0%
BBY BEST BUY CO INC 0.0%
Value $16,000 Shares 247 Est. Cost $62.78 Unrealized 0.0%
PKG PACKAGING CORP OF AMERICA 0.0%
Value $16,000 Shares 144 Est. Cost $129.65 Unrealized -6.1%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $12,000 Shares 98 Est. Cost $107.46 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value $12,000 Shares 133 Est. Cost $82.28 Unrealized 0.0%
DVN DEVON ENERGY CORP 0.0%
Value $12,000 Shares 196 Est. Cost $52.95 Unrealized 0.0%
THG HANOVER INSURANCE GROUP INC/THE 0.0%
Value $12,000 Shares 91 Est. Cost $124.21 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value $12,000 Shares 93 Est. Cost $112.18 Unrealized 0.0%
CALM CAL-MAINE FOODS INC 0.0%
Value $12,000 Shares 223 Est. Cost $43.02 Unrealized 0.0%
FBP FIRST BANCORP/PUERTO RICO 0.0%
Value $11,000 Shares 789 Est. Cost $12.94 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $11,000 Shares 2,185 Est. Cost $18.35 Unrealized -65.5%
SLM SLM CORP 0.0%
Value $11,000 Shares 785 Est. Cost $15.50 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value $11,000 Shares 54 Est. Cost $197.24 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value $11,000 Shares 42 Est. Cost $270.99 Unrealized 0.0%
MTG MGIC INVESTMENT CORP 0.0%
Value $11,000 Shares 828 Est. Cost $14.00 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value $11,000 Shares 293 Est. Cost $36.50 Unrealized 0.0%
MAN MANPOWERGROUP INC 0.0%
Value $10,000 Shares 157 Est. Cost $75.21 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value $10,000 Shares 42 Est. Cost $259.06 Unrealized 0.0%
THO THOR INDUSTRIES INC 0.0%
Value $10,000 Shares 139 Est. Cost $75.92 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $10,000 Shares 62 Est. Cost $160.50 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value $10,000 Shares 62 Est. Cost $167.76 Unrealized 0.0%
CRI CARTER'S INC 0.0%
Value $10,000 Shares 153 Est. Cost $65.60 Unrealized 0.0%
GLW CORNING INC 0.0%
Value $10,000 Shares 347 Est. Cost $30.75 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value $10,000 Shares 74 Est. Cost $159.20 Unrealized 0.0%
SF STIFEL FINANCIAL CORP 0.0%
Value $10,000 Shares 197 Est. Cost $55.19 Unrealized 0.0%
SHOO STEVEN MADDEN LTD 0.0%
Value $10,000 Shares 374 Est. Cost $28.97 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value $10,000 Shares 171 Est. Cost $60.70 Unrealized 0.0%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value $9,000 Shares 955 Est. Cost $10.63 Unrealized 0.0%
LOW LOWE'S COS INC 0.0%
Value $9,000 Shares 46 Est. Cost $217.78 Unrealized -16.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $8,000 Shares 114 Est. Cost $78.95 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value $6,000 Shares 41 Est. Cost $170.73 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value $4,000 Shares 60 Est. Cost $66.67 Unrealized
SNAP SNAP INC 0.0%
Value $1,000 Shares 64 Est. Cost $56.28 Unrealized -79.3%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.0%
Value $1,000 Shares 13 Est. Cost $115.91 Unrealized +4.4%