Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 8, 2024

Total Value ($000): $450,898 (100.0% shares, 0.0% debt)

Holdings (304)

VO VANGUARD MID CAP ETF 7.5%
Value ($000) $33,900 Shares 128,498 Est. Cost $193.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.2%
Value ($000) $32,632 Shares 617,917 Est. Cost $42.48 Unrealized
MSFT MICROSOFT CORP 6.1%
Value ($000) $27,719 Shares 64,420 Est. Cost $88.18 Unrealized +379.8%
AAPL APPLE INC 5.0%
Value ($000) $22,663 Shares 97,265 Est. Cost $95.13 Unrealized +133.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 4.3%
Value ($000) $19,193 Shares 198,849 Est. Cost $85.65 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.9%
Value ($000) $12,868 Shares 134,394 Est. Cost $76.11 Unrealized
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $10,372 Shares 62,541 Est. Cost $107.67 Unrealized +54.8%
ETN EATON CORP PLC 2.3%
Value ($000) $10,230 Shares 30,865 Est. Cost $81.16 Unrealized +271.2%
VANGUARD MID CAP ETF 2.0%
Value ($000) $8,864 Shares 33,599 Est. Cost $234.39 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $8,557 Shares 21,119 Est. Cost $115.83 Unrealized +204.5%
V VISA INC 1.8%
Value ($000) $8,173 Shares 29,726 Est. Cost $109.66 Unrealized +144.1%
IYW ISHARES US TECHNOLOGY ETF 1.7%
Value ($000) $7,766 Shares 51,220 Est. Cost $118.40 Unrealized
AMZN AMAZON.COM INC 1.7%
Value ($000) $7,660 Shares 41,113 Est. Cost $126.68 Unrealized +44.0%
BA BOEING CO 1.6%
Value ($000) $7,041 Shares 46,312 Est. Cost $217.19 Unrealized -21.1%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $7,010 Shares 11,989 Est. Cost $82.74 Unrealized +562.7%
ORCL ORACLE CORP 1.5%
Value ($000) $6,693 Shares 39,281 Est. Cost $35.62 Unrealized +301.6%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,450 Shares 37,239 Est. Cost $71.30 Unrealized +130.3%
AVGO BROADCOM INC NPV 1.4%
Value ($000) $6,356 Shares 36,846 Est. Cost $149.73 Unrealized +5.5%
BLACKROCK INC 1.3%
Value ($000) $6,075 Shares 6,398 Est. Cost $404.67 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.3%
Value ($000) $5,906 Shares 73,109 Est. Cost $51.20 Unrealized
DHR DANAHER CORP 1.3%
Value ($000) $5,863 Shares 21,090 Est. Cost $46.22 Unrealized +467.8%
CVX CHEVRON CORP 1.3%
Value ($000) $5,820 Shares 39,520 Est. Cost $97.14 Unrealized +44.1%
SMH VANECK SEMICONDUCTOR ETF 1.3%
Value ($000) $5,749 Shares 23,422 Est. Cost $235.28 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $5,400 Shares 31,753 Est. Cost $78.77 Unrealized +106.8%
CB CHUBB LIMITED 1.2%
Value ($000) $5,372 Shares 18,628 Est. Cost $115.60 Unrealized +134.2%
LLY ELI LILLY AND COMPANY 1.2%
Value ($000) $5,239 Shares 5,914 Est. Cost $605.30 Unrealized +47.1%
QCOM QUALCOMM INC 1.2%
Value ($000) $5,221 Shares 30,705 Est. Cost $72.62 Unrealized +135.7%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $4,776 Shares 22,652 Est. Cost $141.12 Unrealized +45.2%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.0%
Value ($000) $4,538 Shares 49,366 Est. Cost $93.40 Unrealized
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $4,361 Shares 18,752 Est. Cost $116.00 Unrealized +81.7%
SCHW CHARLES SCHWAB CORP 1.0%
Value ($000) $4,355 Shares 67,195 Est. Cost $30.47 Unrealized +111.9%
IBM INTERNATIONAL BUSINESS MACHINES 1.0%
Value ($000) $4,332 Shares 19,595 Est. Cost $103.13 Unrealized +83.2%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $4,241 Shares 17,208 Est. Cost $94.58 Unrealized +148.1%
SBUX STARBUCKS CORP 0.9%
Value ($000) $4,179 Shares 42,868 Est. Cost $58.68 Unrealized +41.1%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $4,144 Shares 4,675 Est. Cost $605.15 Unrealized +42.4%
SYK STRYKER CORP 0.9%
Value ($000) $4,096 Shares 11,338 Est. Cost $80.52 Unrealized +322.8%
ABBV ABBVIE INC 0.9%
Value ($000) $4,075 Shares 20,635 Est. Cost $44.28 Unrealized +303.6%
IWM ISHARES RUSSELL 2000 ETF 0.9%
Value ($000) $4,011 Shares 18,158 Est. Cost $182.23 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $3,976 Shares 74,702 Est. Cost $25.31 Unrealized +84.8%
META META PLATFORMS INC 0.9%
Value ($000) $3,930 Shares 6,866 Est. Cost $432.66 Unrealized +18.4%
ACN ACCENTURE PLC 0.9%
Value ($000) $3,926 Shares 11,108 Est. Cost $112.96 Unrealized +185.7%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $3,826 Shares 31,508 Est. Cost $117.40 Unrealized +0.6%
HON HONEYWELL INTL INC 0.8%
Value ($000) $3,823 Shares 18,497 Est. Cost $107.07 Unrealized +75.9%
IBB ISHARES NASDAQ BIOTECH INDX 0.8%
Value ($000) $3,559 Shares 24,446 Est. Cost $124.87 Unrealized
MET METLIFE INC 0.8%
Value ($000) $3,524 Shares 42,737 Est. Cost $33.82 Unrealized +112.5%
MDT MEDTRONIC PLC 0.8%
Value ($000) $3,509 Shares 38,978 Est. Cost $67.58 Unrealized +19.6%
DHI D R HORTON INCORPORATED 0.7%
Value ($000) $3,269 Shares 17,135 Est. Cost $123.67 Unrealized +40.0%
PFE PFIZER INC 0.7%
Value ($000) $3,175 Shares 109,765 Est. Cost $23.96 Unrealized +11.4%
ECL ECOLAB INC 0.7%
Value ($000) $3,102 Shares 12,148 Est. Cost $130.70 Unrealized +84.4%
T AT&T INC 0.7%
Value ($000) $2,971 Shares 135,033 Est. Cost $14.04 Unrealized +33.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $2,860 Shares 38,826 Est. Cost $34.04 Unrealized +97.4%
WFC WELLS FARGO & CO 0.6%
Value ($000) $2,853 Shares 50,500 Est. Cost $33.84 Unrealized +62.1%
DIS WALT DISNEY CO 0.6%
Value ($000) $2,814 Shares 29,258 Est. Cost $85.47 Unrealized +6.0%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $2,788 Shares 20,447 Est. Cost $79.28 Unrealized +52.0%
CAT CATERPILLAR INC 0.6%
Value ($000) $2,488 Shares 6,361 Est. Cost $326.42 Unrealized +3.8%
O REALTY INCOME CORP 0.5%
Value ($000) $2,477 Shares 39,059 Est. Cost $54.86 Unrealized +0.2%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value ($000) $2,285 Shares 9,190 Est. Cost $160.87 Unrealized +42.8%
CMCSA COMCAST CORP 0.5%
Value ($000) $2,261 Shares 54,120 Est. Cost $28.00 Unrealized +34.8%
FCX FREEPORT-MCMORAN INC. LD 0.5%
Value ($000) $2,087 Shares 41,812 Est. Cost $36.84 Unrealized +20.1%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,922 Shares 3,643 Est. Cost $260.39 Unrealized
IAU ISHARES GOLD TRUST ETF 0.4%
Value ($000) $1,856 Shares 37,347 Est. Cost $35.11 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,704 Shares 72,676 Est. Cost $27.89 Unrealized -10.7%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,396 Shares 4,084 Est. Cost $157.74 Unrealized +6.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,390 Shares 4,908 Est. Cost $205.92 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.3%
Value ($000) $1,325 Shares 73,426 Est. Cost $11.83 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $1,090 Shares 6,083 Est. Cost $93.83 Unrealized
FISV FISERV INC 0.2%
Value ($000) $1,076 Shares 5,990 Est. Cost $151.68 Unrealized +8.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $936 Shares 7,981 Est. Cost $69.57 Unrealized +58.2%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $906 Shares 1,434 Est. Cost $345.92 Unrealized +62.0%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $829 Shares 4,961 Est. Cost $110.65 Unrealized +52.0%
VLTO VERALTO CORP USD 0.01 0.2%
Value ($000) $811 Shares 7,253 Est. Cost $74.95 Unrealized +40.1%
BX BLACKSTONE GROUP INC NPV 0.2%
Value ($000) $719 Shares 4,697 Est. Cost $54.09 Unrealized +147.1%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $691 Shares 1 Est. Cost $249666.89 Unrealized +165.9%
DVA DAVITA INCORPORATED 0.2%
Value ($000) $679 Shares 4,145 Est. Cost $137.82 Unrealized +7.2%
MRK MERCK & CO INC 0.1%
Value ($000) $668 Shares 5,885 Est. Cost $62.51 Unrealized +80.7%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $667 Shares 6,748 Est. Cost $85.94 Unrealized
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $660 Shares 5,542 Est. Cost $72.89 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $616 Shares 992 Est. Cost $498.82 Unrealized +26.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $600 Shares 3,705 Est. Cost $119.04 Unrealized +28.2%
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $589 Shares 8,650 Est. Cost $89.82 Unrealized -37.2%
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $554 Shares 2,003 Est. Cost $231.16 Unrealized +9.7%
MICROSOFT CORP 0.1%
Value ($000) $479 Shares 1,114 Est. Cost $154.31 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $471 Shares 2,379 Est. Cost $152.86 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $448 Shares 766 Est. Cost $230.43 Unrealized +124.1%
SMARTSHEET INC 0.1%
Value ($000) $414 Shares 7,481 Est. Cost $38.19 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $402 Shares 4,131 Est. Cost $78.65 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $380 Shares 991 Est. Cost $241.97 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.1%
Value ($000) $342 Shares 7,800 Est. Cost $33.26 Unrealized +20.5%
KO COCA-COLA COMPANY 0.1%
Value ($000) $338 Shares 4,702 Est. Cost $48.74 Unrealized +34.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $317 Shares 3,780 Est. Cost $70.48 Unrealized +3.7%
BPOP POPULAR INC 0.1%
Value ($000) $301 Shares 3,000 Est. Cost $86.59 Unrealized +8.2%
TRGP TARGA RESOURCES CORPORATION 0.1%
Value ($000) $296 Shares 2,000 Est. Cost $113.18 Unrealized +20.9%
PLD PROLOGIS INC 0.1%
Value ($000) $288 Shares 2,283 Est. Cost $101.81 Unrealized +16.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $276 Shares 908 Est. Cost $268.20 Unrealized -0.6%
FNF FIDELITY NATIONAL FINANCIAL INC 0.1%
Value ($000) $267 Shares 4,300 Est. Cost $45.75 Unrealized +12.6%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $260 Shares 3,352 Est. Cost $65.81 Unrealized +4.8%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $260 Shares 1,495 Est. Cost $109.56 Unrealized
CHEVRON CORP 0.1%
Value ($000) $257 Shares 1,748 Est. Cost $123.43 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.1%
Value ($000) $257 Shares 2,450 Est. Cost $115.76 Unrealized +1.0%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $252 Shares 1,300 Est. Cost $169.76 Unrealized -2.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $250 Shares 544 Est. Cost $222.07 Unrealized +99.1%
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.1%
Value ($000) $242 Shares 1,890 Est. Cost $123.13 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $242 Shares 750 Est. Cost $113.70 Unrealized +175.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $240 Shares 2,720 Est. Cost $78.94 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $239 Shares 2,861 Est. Cost $60.03 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.1%
Value ($000) $239 Shares 1,818 Est. Cost $115.37 Unrealized +4.2%
BCH BANCO DE CHILE SPON ADS 0.1%
Value ($000) $238 Shares 9,405 Est. Cost $20.20 Unrealized
DE DEERE & CO 0.1%
Value ($000) $233 Shares 558 Est. Cost $388.93 Unrealized -5.1%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $228 Shares 1,875 Est. Cost $84.87 Unrealized +29.4%
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $226 Shares 4,716 Est. Cost $41.31 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $223 Shares 2,765 Est. Cost $51.74 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $216 Shares 3,460 Est. Cost $82.70 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $213 Shares 1,623 Est. Cost $103.33 Unrealized +24.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $212 Shares 2,202 Est. Cost $46.68 Unrealized +81.3%
FBP FIRST BANCORP 0.0%
Value ($000) $212 Shares 10,000 Est. Cost $17.27 Unrealized +13.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $211 Shares 2,008 Est. Cost $106.87 Unrealized -1.7%
PLAB PHOTRONICS INC 0.0%
Value ($000) $208 Shares 8,400 Est. Cost $27.01 Unrealized -10.5%
PCAR PACCAR INC 0.0%
Value ($000) $208 Shares 2,106 Est. Cost $74.98 Unrealized +23.0%
PENNYMAC COPR CONV BD 5.50 11/01/2024 0.0%
Value ($000) $199 Shares 200,000 Est. Cost $0.94 Unrealized
BLACKROCK INC 0.0%
Value ($000) $187 Shares 197 Est. Cost $413.91 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value ($000) $182 Shares 769 Est. Cost $114.58 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $179 Shares 1,155 Est. Cost $127.23 Unrealized +14.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $179 Shares 1,644 Est. Cost $100.28 Unrealized +1.9%
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value ($000) $166 Shares 2,508 Est. Cost $88.55 Unrealized -18.0%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $164 Shares 946 Est. Cost $97.90 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $164 Shares 6,850 Est. Cost $40.18 Unrealized -43.8%
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value ($000) $161 Shares 7,442 Est. Cost $20.77 Unrealized
NVGS NAVIGATOR HOLDINGS LTD 0.0%
Value ($000) $161 Shares 10,000 Est. Cost $15.87 Unrealized +0.9%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $160 Shares 8,025 Est. Cost $14.56 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $158 Shares 1,346 Est. Cost $93.35 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $157 Shares 273 Est. Cost $335.94 Unrealized
PEPSICO INC 0.0%
Value ($000) $151 Shares 887 Est. Cost $109.95 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $150 Shares 666 Est. Cost $154.53 Unrealized
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value ($000) $150 Shares 4,000 Est. Cost $31.56 Unrealized +10.4%
VEREN INC 0.0%
Value ($000) $148 Shares 24,000 Est. Cost $7.87 Unrealized
CEF SPROTT PHY TRUST UNIT (CAD) 0.0%
Value ($000) $147 Shares 6,000 Est. Cost $24.48 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $146 Shares 299 Est. Cost $300.36 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $145 Shares 2,019 Est. Cost $24.41 Unrealized +161.6%
CSX CSX CORP 0.0%
Value ($000) $143 Shares 4,148 Est. Cost $30.58 Unrealized +8.6%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $138 Shares 508 Est. Cost $107.54 Unrealized +119.6%
OKE ONEOK INCORPORATED 0.0%
Value ($000) $137 Shares 1,500 Est. Cost $76.44 Unrealized +6.6%
ORACLE CORP 0.0%
Value ($000) $137 Shares 802 Est. Cost $46.21 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $135 Shares 1,130 Est. Cost $92.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $135 Shares 360 Est. Cost $172.23 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $134 Shares 2,526 Est. Cost $34.25 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $131 Shares 1,487 Est. Cost $87.08 Unrealized -12.7%
BG BUNGE LIMITED 0.0%
Value ($000) $130 Shares 1,349 Est. Cost $98.11 Unrealized -0.4%
KKR KKR & CO INC 0.0%
Value ($000) $128 Shares 984 Est. Cost $43.42 Unrealized +170.4%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $128 Shares 1,020 Est. Cost $77.95 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $128 Shares 1,579 Est. Cost $53.25 Unrealized +36.1%
HPQ HP INC. 0.0%
Value ($000) $127 Shares 3,534 Est. Cost $27.31 Unrealized +21.7%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $125 Shares 2,500 Est. Cost $47.22 Unrealized 0.0%
PFIZER INC 0.0%
Value ($000) $123 Shares 4,263 Est. Cost $32.59 Unrealized
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $117 Shares 1,502 Est. Cost $74.17 Unrealized +2.4%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $116 Shares 441 Est. Cost $102.64 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $115 Shares 1,114 Est. Cost $98.74 Unrealized +1.1%
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $115 Shares 5,000 Est. Cost $23.72 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $114 Shares 1,765 Est. Cost $42.14 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $112 Shares 819 Est. Cost $128.51 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $109 Shares 1,136 Est. Cost $78.54 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $109 Shares 2,407 Est. Cost $33.16 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $109 Shares 1,871 Est. Cost $48.97 Unrealized +6.7%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $108 Shares 487 Est. Cost $143.60 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $107 Shares 1,040 Est. Cost $51.76 Unrealized +79.8%
QUALCOMM INC 0.0%
Value ($000) $101 Shares 596 Est. Cost $104.41 Unrealized
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $101 Shares 6,000 Est. Cost $15.15 Unrealized +7.4%
AT&T INC 0.0%
Value ($000) $100 Shares 4,556 Est. Cost $25.35 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $98 Shares 395 Est. Cost $72.54 Unrealized +221.2%
VET VERMILION ENERGY INC 0.0%
Value ($000) $98 Shares 10,000 Est. Cost $11.88 Unrealized -14.6%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $97 Shares 169 Est. Cost $387.45 Unrealized
REDFIN CORPORATION 0.0%
Value ($000) $97 Shares 7,735 Est. Cost $22.98 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $97 Shares 627 Est. Cost $108.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $96 Shares 155 Est. Cost $179.07 Unrealized +229.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $95 Shares 1,517 Est. Cost $55.31 Unrealized -0.2%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $95 Shares 2,115 Est. Cost $30.96 Unrealized +24.0%
MESO MESOBLAST LIMITED 0.0%
Value ($000) $94 Shares 11,500 Est. Cost $6.99 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $93 Shares 1,641 Est. Cost $36.92 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $92 Shares 961 Est. Cost $98.11 Unrealized
MMM 3M CO 0.0%
Value ($000) $87 Shares 640 Est. Cost $87.64 Unrealized +36.0%
BND VANGUARD TOTAL BOND MARKET IDX ETF 0.0%
Value ($000) $87 Shares 1,155 Est. Cost $75.11 Unrealized
STRYKER CORP 0.0%
Value ($000) $86 Shares 239 Est. Cost $129.30 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $85 Shares 971 Est. Cost $90.39 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $82 Shares 923 Est. Cost $29.79 Unrealized +10.7%
PSA PUBLIC STORAGE 0.0%
Value ($000) $79 Shares 218 Est. Cost $253.67 Unrealized +20.9%
COHU COHU INC 0.0%
Value ($000) $77 Shares 3,000 Est. Cost $31.04 Unrealized -9.7%
DAIO DATA I/O CORPORATION 0.0%
Value ($000) $76 Shares 29,600 Est. Cost $2.94 Unrealized -12.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $75 Shares 649 Est. Cost $61.92 Unrealized +71.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $75 Shares 1,460 Est. Cost $34.42 Unrealized +32.3%
BTE BAYTEX ENERGY CORP NPV 0.0%
Value ($000) $74 Shares 25,000 Est. Cost $3.45 Unrealized -4.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $74 Shares 393 Est. Cost $64.56 Unrealized +160.1%
VMD VEIMED HEALTHCARE INC NPV 0.0%
Value ($000) $73 Shares 10,000 Est. Cost $7.14 Unrealized 0.0%
DOW DOW HOLDING INC 0.0%
Value ($000) $70 Shares 1,281 Est. Cost $42.05 Unrealized +14.0%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $69 Shares 1,492 Est. Cost $35.99 Unrealized +15.7%
WMB WILLIAMS COS INC 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $37.71 Unrealized +10.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $68 Shares 651 Est. Cost $51.14 Unrealized +93.4%
LAM RESEARCH CORP 0.0%
Value ($000) $64 Shares 79 Est. Cost $155.81 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $64 Shares 286 Est. Cost $74.05 Unrealized +192.9%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $64 Shares 317 Est. Cost $160.98 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $63 Shares 740 Est. Cost $58.64 Unrealized +27.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $61 Shares 529 Est. Cost $99.06 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $60 Shares 297 Est. Cost $179.48 Unrealized +12.8%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $50 Shares 734 Est. Cost $36.49 Unrealized +65.3%
IUSV ISHARES CORE S&P VALUE ETF 0.0%
Value ($000) $49 Shares 512 Est. Cost $95.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $48 Shares 85 Est. Cost $245.16 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $48 Shares 160 Est. Cost $199.88 Unrealized +32.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $47 Shares 392 Est. Cost $98.41 Unrealized +13.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $46 Shares 11 Est. Cost $2028.64 Unrealized +87.0%
ACCENTURE PLC 0.0%
Value ($000) $44 Shares 125 Est. Cost $157.96 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $44 Shares 312 Est. Cost $132.65 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $43 Shares 294 Est. Cost $35.72 Unrealized +284.3%
COMCAST CORP CL A 0.0%
Value ($000) $42 Shares 1,011 Est. Cost $44.27 Unrealized
CPRT COPART INC 0.0%
Value ($000) $42 Shares 800 Est. Cost $35.24 Unrealized +47.3%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $42 Shares 200 Est. Cost $98.64 Unrealized +107.1%
GIS GENERAL MILLS 0.0%
Value ($000) $40 Shares 539 Est. Cost $60.27 Unrealized +8.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $40 Shares 140 Est. Cost $154.72 Unrealized
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $40 Shares 673 Est. Cost $51.41 Unrealized +4.6%
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $40 Shares 338 Est. Cost $97.33 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $39 Shares 280 Est. Cost $71.86 Unrealized
SCZ ISHARES MSCI EAFE SM CAP ETF 0.0%
Value ($000) $38 Shares 568 Est. Cost $67.70 Unrealized
DON WISDOMTREE US MID CAP DIV ETF 0.0%
Value ($000) $38 Shares 740 Est. Cost $51.13 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $37 Shares 135 Est. Cost $95.33 Unrealized +166.2%
PL PLANET LABS PBC 0.0%
Value ($000) $33 Shares 15,000 Est. Cost $1.92 Unrealized +15.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $32 Shares 109 Est. Cost $100.46 Unrealized +162.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $32 Shares 225 Est. Cost $128.89 Unrealized
INTEL CORP 0.0%
Value ($000) $32 Shares 1,352 Est. Cost $36.82 Unrealized
DMLP DORCHESTER MINERAL LP 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $30.84 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $30 Shares 115 Est. Cost $254.54 Unrealized -10.4%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $30 Shares 36 Est. Cost $263.62 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $29 Shares 186 Est. Cost $192.09 Unrealized -26.6%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $27 Shares 207 Est. Cost $100.68 Unrealized +18.2%
FDX FEDEX CORP 0.0%
Value ($000) $26 Shares 95 Est. Cost $159.64 Unrealized +76.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $26 Shares 155 Est. Cost $112.27 Unrealized
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $25 Shares 800 Est. Cost $25.81 Unrealized +22.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $25 Shares 624 Est. Cost $18.89 Unrealized +105.3%
GEV GE VERNOVA LLC 0.0%
Value ($000) $25 Shares 97 Est. Cost $158.10 Unrealized +21.2%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $25 Shares 316 Est. Cost $67.50 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $24 Shares 125 Est. Cost $109.48 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $23 Shares 225 Est. Cost $60.10 Unrealized +39.6%
AFL AFLAC INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $78.42 Unrealized +25.9%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $22 Shares 350 Est. Cost $26.10 Unrealized +105.7%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $22 Shares 525 Est. Cost $60.00 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $22 Shares 175 Est. Cost $81.69 Unrealized +47.4%
TUSK MAMMOTH ENERGY SERVICES INC 0.0%
Value ($000) $20 Shares 5,000 Est. Cost $3.43 Unrealized +6.6%
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $20 Shares 871 Est. Cost $20.60 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $20 Shares 65 Est. Cost $124.00 Unrealized +131.1%
BITO PROSHARES TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $20.48 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $18 Shares 135 Est. Cost $105.33 Unrealized +32.3%
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value ($000) $18 Shares 112 Est. Cost $159.45 Unrealized 0.0%
RUN SUNRUN INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $7.19 Unrealized +147.3%
NI NISOURCE INC 0.0%
Value ($000) $18 Shares 521 Est. Cost $12.38 Unrealized +148.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 171 Est. Cost $96.88 Unrealized +0.6%
MR COOPER GROUP INC 0.0%
Value ($000) $17 Shares 180 Est. Cost $81.22 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FD 0.0%
Value ($000) $16 Shares 86 Est. Cost $181.99 Unrealized
RRC RANGE RESOURCES CORPORATION 0.0%
Value ($000) $15 Shares 500 Est. Cost $35.95 Unrealized -13.9%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $15 Shares 740 Est. Cost $14.25 Unrealized +29.0%
BSM BLACK STONE MINERALS LP 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.67 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $14 Shares 350 Est. Cost $48.30 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $14 Shares 676 Est. Cost $11.51 Unrealized +58.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $64.23 Unrealized -40.9%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $12 Shares 77 Est. Cost $146.88 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 131 Est. Cost $71.16 Unrealized +17.7%
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $12 Shares 25 Est. Cost $447.95 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $12 Shares 102 Est. Cost $122.97 Unrealized 0.0%
SOLV SOLVENTIUM CORP 0.0%
Value ($000) $12 Shares 168 Est. Cost $60.70 Unrealized -0.9%
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $11 Shares 938 Est. Cost $14.73 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $11 Shares 175 Est. Cost $33.04 Unrealized +57.5%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $11 Shares 85 Est. Cost $102.73 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $10 Shares 49 Est. Cost $118.76 Unrealized +57.8%
CRSP CRISPR THERAAPEUTICS AG 0.0%
Value ($000) $9 Shares 200 Est. Cost $55.02 Unrealized -7.8%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $8 Shares 358 Est. Cost $8.83 Unrealized +137.2%
NFLX NETFLIX INC 0.0%
Value ($000) $8 Shares 11 Est. Cost $42.39 Unrealized +57.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.02 Unrealized +43.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $7 Shares 337 Est. Cost $19.86 Unrealized 0.0%
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 +40.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $60.85 Unrealized -76.4%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $45.45 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $5 Shares 65 Est. Cost $64.81 Unrealized +18.2%
ABT ABBOTT LABS 0.0%
Value ($000) $5 Shares 43 Est. Cost $88.88 Unrealized +20.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $358.93 Unrealized +33.2%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 118 Est. Cost $23.41 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $469.45 Unrealized +65.1%
EL ESTEE LAUDER CO 0.0%
Value ($000) $2 Shares 23 Est. Cost $65.64 Unrealized +40.5%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $85.34 Unrealized +32.1%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $268.37 Unrealized +34.9%
ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $183.71 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $36.05 Unrealized +116.4%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $52.45 Unrealized +50.3%
COMP COMPASS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.59 Unrealized -68.5%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.09 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 32 Est. Cost $43.29 Unrealized +0.8%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $113.48 Unrealized +44.7%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.42 Unrealized +60.2%
TT TRANE TECHNOLOGIES PLC USD 1.0 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.76 Unrealized +75.3%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.44 Unrealized +61.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $708.54 Unrealized +35.1%
UHS UNIVERSAL HEALTH SERVICES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.05 Unrealized +58.7%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $173.66 Unrealized +9.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $447.53 Unrealized +58.8%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
IR INGERSOLL RAND INC USD 0.01 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.38 Unrealized +39.8%
XMVFX BLACKROCK MUNIVEST FUND ETF 0.0%
Value ($000) $1 Shares 70 Est. Cost $7.16 Unrealized