Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 15, 2024

Total Value ($000): $430,080 (100.0% shares, 0.0% debt)

Holdings (305)

VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.2%
Value ($000) $30,877 Shares 624,920 Est. Cost $42.48 Unrealized
VO VANGUARD MID CAP ETF 7.2%
Value ($000) $30,821 Shares 127,309 Est. Cost $193.00 Unrealized
MSFT MICROSOFT CORP 6.8%
Value ($000) $29,387 Shares 65,751 Est. Cost $88.18 Unrealized +373.2%
AAPL APPLE INC 4.9%
Value ($000) $20,890 Shares 99,184 Est. Cost $95.13 Unrealized +94.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 4.3%
Value ($000) $18,559 Shares 197,839 Est. Cost $85.65 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.9%
Value ($000) $12,590 Shares 136,045 Est. Cost $76.11 Unrealized
GOOGL ALPHABET INC CL A 2.7%
Value ($000) $11,499 Shares 63,127 Est. Cost $107.67 Unrealized +55.4%
ETN EATON CORP PLC 2.3%
Value ($000) $9,695 Shares 30,921 Est. Cost $81.16 Unrealized +291.0%
QCOM QUALCOMM INC 2.1%
Value ($000) $8,892 Shares 44,642 Est. Cost $72.62 Unrealized +151.1%
BA BOEING CO 2.0%
Value ($000) $8,537 Shares 46,905 Est. Cost $217.19 Unrealized -17.9%
VANGUARD MID CAP ETF 1.9%
Value ($000) $8,134 Shares 33,599 Est. Cost $234.39 Unrealized
V VISA INC 1.8%
Value ($000) $7,903 Shares 30,112 Est. Cost $109.66 Unrealized +147.0%
AMZN AMAZON.COM INC 1.8%
Value ($000) $7,761 Shares 40,163 Est. Cost $125.36 Unrealized +46.5%
IYW ISHARES US TECHNOLOGY ETF 1.8%
Value ($000) $7,610 Shares 50,565 Est. Cost $117.97 Unrealized
HD HOME DEPOT INC 1.7%
Value ($000) $7,275 Shares 21,135 Est. Cost $115.83 Unrealized +182.8%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,186 Shares 37,511 Est. Cost $71.30 Unrealized +120.5%
CVX CHEVRON CORP 1.4%
Value ($000) $6,180 Shares 39,507 Est. Cost $97.14 Unrealized +52.8%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $6,153 Shares 12,082 Est. Cost $82.74 Unrealized +471.8%
AVGO BROADCOM INC NPV 1.4%
Value ($000) $5,934 Shares 3,696 Est. Cost $75.51 Unrealized +82.3%
SMH VANECK SEMICONDUCTOR ETF 1.4%
Value ($000) $5,891 Shares 22,599 Est. Cost $234.91 Unrealized
ORCL ORACLE CORP 1.3%
Value ($000) $5,663 Shares 40,109 Est. Cost $35.62 Unrealized +243.3%
PEP PEPSICO INC 1.2%
Value ($000) $5,234 Shares 31,738 Est. Cost $78.77 Unrealized +106.1%
LLY ELI LILLY AND COMPANY 1.2%
Value ($000) $5,213 Shares 5,758 Est. Cost $597.58 Unrealized +32.4%
DHR DANAHER CORP 1.2%
Value ($000) $5,213 Shares 20,865 Est. Cost $43.89 Unrealized +470.2%
BLACKROCK INC 1.2%
Value ($000) $5,060 Shares 6,427 Est. Cost $404.67 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $4,990 Shares 73,241 Est. Cost $51.20 Unrealized
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $4,959 Shares 67,297 Est. Cost $30.47 Unrealized +137.4%
ACN ACCENTURE PLC 1.1%
Value ($000) $4,826 Shares 15,908 Est. Cost $112.96 Unrealized +165.0%
CB CHUBB LIMITED 1.1%
Value ($000) $4,693 Shares 18,398 Est. Cost $113.66 Unrealized +122.4%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $4,537 Shares 22,430 Est. Cost $141.12 Unrealized +34.1%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.1%
Value ($000) $4,521 Shares 51,310 Est. Cost $93.40 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $4,403 Shares 21,702 Est. Cost $182.23 Unrealized
HON HONEYWELL INTL INC 1.0%
Value ($000) $4,089 Shares 19,147 Est. Cost $107.07 Unrealized +71.7%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $3,963 Shares 4,663 Est. Cost $605.15 Unrealized +27.9%
SYK STRYKER CORP 0.9%
Value ($000) $3,894 Shares 11,444 Est. Cost $80.52 Unrealized +314.0%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $3,889 Shares 17,188 Est. Cost $94.58 Unrealized +138.4%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $3,740 Shares 19,242 Est. Cost $116.00 Unrealized +51.9%
SBUX STARBUCKS CORP 0.9%
Value ($000) $3,724 Shares 47,835 Est. Cost $58.68 Unrealized +33.0%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $3,641 Shares 76,650 Est. Cost $25.31 Unrealized +78.9%
ABBV ABBVIE INC 0.8%
Value ($000) $3,570 Shares 20,814 Est. Cost $44.28 Unrealized +254.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.8%
Value ($000) $3,461 Shares 20,013 Est. Cost $103.13 Unrealized +60.8%
IBB ISHARES NASDAQ BIOTECH INDX 0.8%
Value ($000) $3,457 Shares 25,184 Est. Cost $124.87 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $3,216 Shares 103,878 Est. Cost $27.89 Unrealized +16.6%
META META PLATFORMS INC 0.7%
Value ($000) $3,214 Shares 6,375 Est. Cost $426.54 Unrealized +13.3%
PFE PFIZER INC 0.7%
Value ($000) $3,131 Shares 111,939 Est. Cost $23.96 Unrealized +3.4%
MET METLIFE INC 0.7%
Value ($000) $3,042 Shares 43,344 Est. Cost $33.82 Unrealized +101.5%
MDT MEDTRONIC PLC 0.7%
Value ($000) $3,040 Shares 38,630 Est. Cost $67.58 Unrealized +15.5%
WFC WELLS FARGO & CO 0.7%
Value ($000) $3,014 Shares 50,763 Est. Cost $33.84 Unrealized +68.1%
DIS WALT DISNEY CO 0.7%
Value ($000) $2,901 Shares 29,220 Est. Cost $85.47 Unrealized +23.4%
ECL ECOLAB INC 0.7%
Value ($000) $2,882 Shares 12,111 Est. Cost $130.70 Unrealized +73.8%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $2,740 Shares 20,023 Est. Cost $78.40 Unrealized +65.8%
T AT&T INC 0.6%
Value ($000) $2,587 Shares 135,386 Est. Cost $14.04 Unrealized +15.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $2,538 Shares 38,781 Est. Cost $34.04 Unrealized +91.4%
DHI D R HORTON INCORPORATED 0.6%
Value ($000) $2,388 Shares 16,945 Est. Cost $123.12 Unrealized +17.4%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value ($000) $2,193 Shares 9,072 Est. Cost $159.98 Unrealized +47.6%
CMCSA COMCAST CORP 0.5%
Value ($000) $2,152 Shares 54,979 Est. Cost $28.00 Unrealized +32.6%
CAT CATERPILLAR INC 0.5%
Value ($000) $2,091 Shares 6,278 Est. Cost $326.25 Unrealized +3.8%
FCX FREEPORT-MCMORAN INC. LD 0.5%
Value ($000) $1,957 Shares 40,270 Est. Cost $36.55 Unrealized +34.9%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,822 Shares 3,643 Est. Cost $260.39 Unrealized
IAU ISHARES GOLD TRUST ETF 0.4%
Value ($000) $1,641 Shares 37,347 Est. Cost $35.11 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,372 Shares 4,047 Est. Cost $157.74 Unrealized -5.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,313 Shares 4,908 Est. Cost $205.92 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.3%
Value ($000) $1,204 Shares 74,339 Est. Cost $11.83 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $999 Shares 6,083 Est. Cost $93.83 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $946 Shares 8,214 Est. Cost $69.57 Unrealized +58.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $924 Shares 5,039 Est. Cost $110.65 Unrealized +52.6%
O REALTY INCOME CORP 0.2%
Value ($000) $850 Shares 16,104 Est. Cost $54.67 Unrealized -11.0%
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $791 Shares 5,542 Est. Cost $72.89 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $740 Shares 5,980 Est. Cost $62.51 Unrealized +94.7%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $725 Shares 1,434 Est. Cost $345.92 Unrealized +52.5%
VLTO VERALTO CORP USD 0.01 0.2%
Value ($000) $680 Shares 7,128 Est. Cost $74.42 Unrealized +27.6%
INTU INTUIT INC 0.2%
Value ($000) $652 Shares 992 Est. Cost $498.82 Unrealized +23.1%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $639 Shares 6,897 Est. Cost $85.94 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $612 Shares 1 Est. Cost $249666.89 Unrealized +146.9%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $581 Shares 4,697 Est. Cost $54.09 Unrealized +117.8%
DVA DAVITA INCORPORATED 0.1%
Value ($000) $574 Shares 4,145 Est. Cost $137.82 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $532 Shares 3,640 Est. Cost $118.44 Unrealized +19.4%
MICROSOFT CORP 0.1%
Value ($000) $497 Shares 1,112 Est. Cost $154.31 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $478 Shares 2,003 Est. Cost $231.16 Unrealized +2.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $377 Shares 2,065 Est. Cost $145.98 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $371 Shares 991 Est. Cost $241.97 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $365 Shares 8,650 Est. Cost $89.82 Unrealized -38.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $348 Shares 744 Est. Cost $221.97 Unrealized +98.9%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $346 Shares 4,131 Est. Cost $78.65 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $330 Shares 7,481 Est. Cost $38.19 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $328 Shares 2,868 Est. Cost $106.87 Unrealized +8.0%
THFF FIRST FINANCIAL CORPORATION 0.1%
Value ($000) $313 Shares 8,500 Est. Cost $33.26 Unrealized +2.7%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $309 Shares 2,231 Est. Cost $169.76 Unrealized 0.0%
KO COCA-COLA COMPANY 0.1%
Value ($000) $299 Shares 4,702 Est. Cost $48.74 Unrealized +20.8%
FISV FISERV INC 0.1%
Value ($000) $283 Shares 1,901 Est. Cost $123.15 Unrealized +22.9%
CHEVRON CORP 0.1%
Value ($000) $270 Shares 1,727 Est. Cost $123.14 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.1%
Value ($000) $263 Shares 11,100 Est. Cost $23.72 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $260 Shares 1,495 Est. Cost $109.56 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $259 Shares 3,780 Est. Cost $70.48 Unrealized -10.4%
TRGP TARGA RESOURCES CORPORATION 0.1%
Value ($000) $258 Shares 2,000 Est. Cost $113.18 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC 0.1%
Value ($000) $249 Shares 1,750 Est. Cost $115.29 Unrealized 0.0%
PLD PROLOGIS INC 0.1%
Value ($000) $244 Shares 2,177 Est. Cost $101.01 Unrealized +3.4%
AMGN AMGEN INC 0.1%
Value ($000) $234 Shares 750 Est. Cost $113.70 Unrealized +145.7%
EW EDWARD LIFESCIENCES CORPORATION 0.1%
Value ($000) $232 Shares 2,508 Est. Cost $88.55 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $231 Shares 908 Est. Cost $268.20 Unrealized -4.9%
PSX PHILLIPS 66 0.1%
Value ($000) $231 Shares 1,637 Est. Cost $103.33 Unrealized +35.1%
EXPD EXPEDITORS INTL WASHINGTON 0.1%
Value ($000) $227 Shares 1,818 Est. Cost $115.37 Unrealized +1.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $225 Shares 2,780 Est. Cost $78.94 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $224 Shares 2,861 Est. Cost $60.03 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $223 Shares 3,352 Est. Cost $65.81 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL INC 0.1%
Value ($000) $222 Shares 4,500 Est. Cost $45.75 Unrealized 0.0%
BCH BANCO DE CHILE SPON ADS 0.0%
Value ($000) $213 Shares 9,405 Est. Cost $20.20 Unrealized
DE DEERE & CO 0.0%
Value ($000) $208 Shares 558 Est. Cost $388.93 Unrealized -2.2%
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $206 Shares 4,716 Est. Cost $41.31 Unrealized
VEREN INC 0.0%
Value ($000) $205 Shares 26,000 Est. Cost $7.87 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $202 Shares 3,460 Est. Cost $82.70 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $202 Shares 1,966 Est. Cost $73.75 Unrealized +40.6%
PLAB PHOTRONICS INC 0.0%
Value ($000) $200 Shares 8,100 Est. Cost $27.12 Unrealized 0.0%
PENNYMAC COPR CONV BD 5.50 11/01/2024 0.0%
Value ($000) $198 Shares 200,000 Est. Cost $0.94 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $190 Shares 1,875 Est. Cost $84.87 Unrealized +7.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $190 Shares 1,644 Est. Cost $100.28 Unrealized +5.6%
BRK/B BERKSHIRE HATHAWAY CL B 0.0%
Value ($000) $189 Shares 465 Est. Cost $184.68 Unrealized +121.3%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $187 Shares 2,746 Est. Cost $51.74 Unrealized
VET VERMILION ENERGY INC 0.0%
Value ($000) $182 Shares 16,500 Est. Cost $11.88 Unrealized 0.0%
QUALCOMM INC 0.0%
Value ($000) $179 Shares 899 Est. Cost $104.41 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $177 Shares 2,000 Est. Cost $83.05 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $173 Shares 2,202 Est. Cost $46.68 Unrealized +64.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $169 Shares 724 Est. Cost $227.88 Unrealized 0.0%
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value ($000) $168 Shares 769 Est. Cost $114.58 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $165 Shares 2,790 Est. Cost $55.31 Unrealized +5.8%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $158 Shares 1,155 Est. Cost $127.23 Unrealized +4.5%
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.0%
Value ($000) $158 Shares 1,330 Est. Cost $120.99 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $156 Shares 514 Est. Cost $157.96 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $155 Shares 940 Est. Cost $97.90 Unrealized
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value ($000) $155 Shares 7,442 Est. Cost $20.77 Unrealized
BLACKROCK INC 0.0%
Value ($000) $154 Shares 196 Est. Cost $413.91 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $151 Shares 9,315 Est. Cost $16.21 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $151 Shares 666 Est. Cost $154.53 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $149 Shares 273 Est. Cost $335.94 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $149 Shares 1,346 Est. Cost $93.35 Unrealized
FBP FIRST BANCORP 0.0%
Value ($000) $146 Shares 8,000 Est. Cost $16.70 Unrealized 0.0%
PEPSICO INC 0.0%
Value ($000) $145 Shares 880 Est. Cost $109.95 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $144 Shares 6,850 Est. Cost $40.18 Unrealized -48.9%
BG BUNGE LIMITED 0.0%
Value ($000) $144 Shares 1,349 Est. Cost $98.11 Unrealized +1.5%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $143 Shares 299 Est. Cost $300.36 Unrealized
CSX CSX CORP 0.0%
Value ($000) $139 Shares 4,148 Est. Cost $30.58 Unrealized +8.3%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $134 Shares 8,025 Est. Cost $14.56 Unrealized
ORACLE CORP 0.0%
Value ($000) $134 Shares 948 Est. Cost $46.21 Unrealized
COHU COHU INC 0.0%
Value ($000) $132 Shares 4,000 Est. Cost $31.04 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $131 Shares 360 Est. Cost $172.23 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $130 Shares 1,758 Est. Cost $42.14 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $127 Shares 1,130 Est. Cost $92.09 Unrealized
HPQ HP INC. 0.0%
Value ($000) $124 Shares 3,534 Est. Cost $27.31 Unrealized +8.8%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $121 Shares 1,020 Est. Cost $77.95 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $121 Shares 700 Est. Cost $143.60 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $121 Shares 2,019 Est. Cost $24.41 Unrealized +128.3%
CISCO SYSTEMS INC 0.0%
Value ($000) $119 Shares 2,505 Est. Cost $34.25 Unrealized
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value ($000) $118 Shares 3,600 Est. Cost $31.20 Unrealized 0.0%
PFIZER INC 0.0%
Value ($000) $118 Shares 4,201 Est. Cost $32.64 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $112 Shares 910 Est. Cost $94.70 Unrealized +6.7%
NKE NIKE INC CL B 0.0%
Value ($000) $112 Shares 1,487 Est. Cost $87.08 Unrealized +3.0%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $112 Shares 508 Est. Cost $107.54 Unrealized +105.8%
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $111 Shares 1,502 Est. Cost $74.17 Unrealized -2.9%
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $111 Shares 809 Est. Cost $128.41 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $110 Shares 441 Est. Cost $102.64 Unrealized
NVGS NAVIGATOR HOLDINGS LTD 0.0%
Value ($000) $105 Shares 6,000 Est. Cost $15.77 Unrealized 0.0%
IDA IDACORP INC 0.0%
Value ($000) $104 Shares 1,114 Est. Cost $98.74 Unrealized -4.9%
KKR KKR & CO INC 0.0%
Value ($000) $104 Shares 984 Est. Cost $43.42 Unrealized +132.3%
FAF FIRST AMERICAN FINANCIAL COR 0.0%
Value ($000) $103 Shares 1,900 Est. Cost $52.40 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $100 Shares 1,136 Est. Cost $78.54 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $99 Shares 2,407 Est. Cost $33.16 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $97 Shares 1,630 Est. Cost $36.92 Unrealized
INTEL CORP 0.0%
Value ($000) $95 Shares 3,076 Est. Cost $36.82 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $95 Shares 956 Est. Cost $98.11 Unrealized
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $93 Shares 6,800 Est. Cost $15.15 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $92 Shares 169 Est. Cost $387.45 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $92 Shares 1,871 Est. Cost $48.97 Unrealized +3.6%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $91 Shares 627 Est. Cost $108.25 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $91 Shares 1,040 Est. Cost $51.76 Unrealized +59.6%
WMT WAL-MART STORES INC 0.0%
Value ($000) $89 Shares 1,314 Est. Cost $49.37 Unrealized +25.5%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $89 Shares 971 Est. Cost $90.39 Unrealized
AT&T INC 0.0%
Value ($000) $86 Shares 4,492 Est. Cost $25.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $86 Shares 155 Est. Cost $179.07 Unrealized +218.2%
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $85 Shares 3,000 Est. Cost $25.81 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $85 Shares 2,000 Est. Cost $37.71 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $85 Shares 395 Est. Cost $72.54 Unrealized +209.1%
LAM RESEARCH CORP 0.0%
Value ($000) $84 Shares 79 Est. Cost $155.81 Unrealized
OKE ONEOK INCORPORATED 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $73.92 Unrealized 0.0%
MR COOPER GROUP INC 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $81.22 Unrealized
STRYKER CORP 0.0%
Value ($000) $81 Shares 238 Est. Cost $129.30 Unrealized
BTE BAYTEX ENERGY CORP NPV 0.0%
Value ($000) $80 Shares 23,000 Est. Cost $3.46 Unrealized 0.0%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $74 Shares 923 Est. Cost $29.79 Unrealized +5.9%
MMM 3M CO 0.0%
Value ($000) $74 Shares 725 Est. Cost $87.64 Unrealized +7.6%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $72 Shares 307 Est. Cost $179.48 Unrealized +17.8%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $72 Shares 1,746 Est. Cost $29.39 Unrealized +24.1%
MESO MESOBLAST LIMITED 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $6.81 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $68 Shares 1,281 Est. Cost $42.05 Unrealized +21.8%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $67 Shares 1,492 Est. Cost $35.99 Unrealized +16.2%
RRC RANGE RESOURCES CORPORATION 0.0%
Value ($000) $67 Shares 2,000 Est. Cost $35.95 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $66 Shares 1,460 Est. Cost $34.42 Unrealized +13.6%
TGT TARGET CORP 0.0%
Value ($000) $65 Shares 442 Est. Cost $192.09 Unrealized -23.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $65 Shares 649 Est. Cost $61.92 Unrealized +52.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $63 Shares 651 Est. Cost $51.14 Unrealized +74.1%
PSA PUBLIC STORAGE 0.0%
Value ($000) $63 Shares 218 Est. Cost $253.67 Unrealized +1.6%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $62 Shares 393 Est. Cost $64.56 Unrealized +144.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $60 Shares 286 Est. Cost $74.05 Unrealized +170.3%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $58 Shares 317 Est. Cost $160.98 Unrealized
DAIO DATA I/O CORPORATION 0.0%
Value ($000) $56 Shares 20,500 Est. Cost $3.10 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $56 Shares 529 Est. Cost $99.06 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $52 Shares 740 Est. Cost $58.64 Unrealized +15.3%
REDFIN CORPORATION 0.0%
Value ($000) $46 Shares 7,735 Est. Cost $22.98 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $45 Shares 85 Est. Cost $245.16 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $44 Shares 11 Est. Cost $2028.64 Unrealized +80.2%
CPRT COPART INC 0.0%
Value ($000) $43 Shares 800 Est. Cost $35.24 Unrealized +54.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $43 Shares 392 Est. Cost $98.41 Unrealized +7.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $98.64 Unrealized +105.6%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $42 Shares 734 Est. Cost $36.49 Unrealized +50.6%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $41 Shares 160 Est. Cost $199.88 Unrealized +32.3%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $40 Shares 312 Est. Cost $132.65 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $39 Shares 1,003 Est. Cost $44.27 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $38 Shares 149 Est. Cost $100.46 Unrealized +141.3%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $38 Shares 294 Est. Cost $35.72 Unrealized +240.9%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $37 Shares 36 Est. Cost $263.62 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $37 Shares 140 Est. Cost $154.72 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $37 Shares 280 Est. Cost $71.86 Unrealized
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $36 Shares 673 Est. Cost $51.41 Unrealized +5.2%
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $36 Shares 338 Est. Cost $97.33 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $35 Shares 135 Est. Cost $95.33 Unrealized +177.7%
DMLP DORCHESTER MINERAL LP 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $30.84 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $29 Shares 207 Est. Cost $100.68 Unrealized +14.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $29 Shares 225 Est. Cost $128.89 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $28 Shares 95 Est. Cost $159.64 Unrealized +57.7%
PL PLANET LABS PBC 0.0%
Value ($000) $28 Shares 15,000 Est. Cost $1.92 Unrealized 0.0%
GIS GENERAL MILLS 0.0%
Value ($000) $25 Shares 402 Est. Cost $58.44 Unrealized +10.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $25 Shares 624 Est. Cost $18.89 Unrealized +95.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $24 Shares 155 Est. Cost $112.27 Unrealized
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $23 Shares 316 Est. Cost $67.50 Unrealized
BITO PROSHARES TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $20.48 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $22 Shares 175 Est. Cost $81.69 Unrealized +49.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $22 Shares 125 Est. Cost $109.48 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $21 Shares 135 Est. Cost $105.33 Unrealized +45.7%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $20 Shares 525 Est. Cost $60.00 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $19 Shares 225 Est. Cost $60.10 Unrealized +21.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $19 Shares 65 Est. Cost $124.00 Unrealized +129.1%
AFL AFLAC INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $78.42 Unrealized +5.9%
GEV GE VERNOVA LLC 0.0%
Value ($000) $17 Shares 97 Est. Cost $158.10 Unrealized 0.0%
TUSK MAMMOTH ENERGY SERVICES INC 0.0%
Value ($000) $16 Shares 5,000 Est. Cost $3.43 Unrealized 0.0%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $16 Shares 350 Est. Cost $26.10 Unrealized +68.6%
BSM BLACK STONE MINERALS LP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $15.67 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $16 Shares 740 Est. Cost $14.25 Unrealized +23.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 171 Est. Cost $96.88 Unrealized -0.2%
NI NISOURCE INC 0.0%
Value ($000) $15 Shares 521 Est. Cost $12.38 Unrealized +117.5%
TSLA TESLA INC 0.0%
Value ($000) $15 Shares 75 Est. Cost $268.67 Unrealized -35.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $14 Shares 676 Est. Cost $11.51 Unrealized +55.5%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $13 Shares 350 Est. Cost $48.30 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $64.23 Unrealized -33.9%
RUN SUNRUN INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $7.19 Unrealized +70.4%
CRSP CRISPR THERAAPEUTICS AG 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.02 Unrealized +5.1%
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $11 Shares 938 Est. Cost $14.73 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 131 Est. Cost $71.16 Unrealized +14.3%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $102.73 Unrealized
SOLV SOLVENTIUM CORP 0.0%
Value ($000) $9 Shares 168 Est. Cost $60.70 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $9 Shares 49 Est. Cost $118.76 Unrealized +37.7%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.04 Unrealized +30.6%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $8 Shares 358 Est. Cost $8.83 Unrealized +142.2%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 11 Est. Cost $42.39 Unrealized +47.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $49.02 Unrealized +41.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $60.85 Unrealized -82.8%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $6 Shares 125 Est. Cost $50.67 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $6 Shares 37 Est. Cost $108.55 Unrealized +48.2%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $5 Shares 65 Est. Cost $64.81 Unrealized +10.3%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $4 Shares 43 Est. Cost $88.88 Unrealized +15.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $358.93 Unrealized +23.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $447.51 Unrealized +26.4%
CLB CORE LABORATORIES INC 0.0%
Value ($000) $3 Shares 140 Est. Cost $17.61 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEMS, INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $234.06 Unrealized +26.5%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 118 Est. Cost $23.41 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $469.45 Unrealized +55.2%
EL ESTEE LAUDER CO 0.0%
Value ($000) $2 Shares 23 Est. Cost $65.64 Unrealized +93.3%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $85.34 Unrealized +15.6%
ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $183.71 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $52.45 Unrealized +39.6%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $2 Shares 8 Est. Cost $120.35 Unrealized +60.1%
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $36.05 Unrealized +109.6%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $268.37 Unrealized +19.5%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.09 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.42 Unrealized +75.8%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $43.29 Unrealized -5.3%
MRVL MARVELL TECHNOLOGY GROUP 0.0%
Value ($000) $1 Shares 18 Est. Cost $58.53 Unrealized +19.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.44 Unrealized +12.7%
NWS NEWS CORPORTATION 0.0%
Value ($000) $1 Shares 39 Est. Cost $20.37 Unrealized +29.3%
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -76.5%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
ORLY O'REILLY AUTOMOTIVE INCORPORATED 0.0%
Value ($000) $1 Shares 1 Est. Cost $62.73 Unrealized +10.2%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $113.48 Unrealized +30.9%
TT TRANE TECHNOLOGIES PLC USD 1.0 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.76 Unrealized +60.3%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.44 Unrealized +43.6%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $159.50 Unrealized +5.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $708.54 Unrealized +30.9%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $52.19 Unrealized +19.2%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $1 Shares 3 Est. Cost $213.74 Unrealized +19.5%
UHS UNIVERSAL HEALTH SERVICES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.05 Unrealized +30.2%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $122.03 Unrealized +38.1%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $132.62 Unrealized +35.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $447.53 Unrealized +46.4%
IR INGERSOLL RAND INC USD 0.01 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.38 Unrealized +38.3%
XMVFX BLACKROCK MUNIVEST FUND ETF 0.0%
Value ($000) $1 Shares 70 Est. Cost $7.16 Unrealized