Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 10, 2025

Total Value ($000): $587,120 (100.0% shares, 0.0% debt)

Holdings (296)

MDT MEDTRONIC PLC 17.2%
Value ($000) $100,718 Shares 1,155,425 Est. Cost $82.98 Unrealized +0.6%
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 6.3%
Value ($000) $36,843 Shares 646,249 Est. Cost $42.92 Unrealized
VO VANGUARD MID CAP ETF 6.1%
Value ($000) $35,788 Shares 127,896 Est. Cost $194.29 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $30,969 Shares 62,261 Est. Cost $88.18 Unrealized +390.4%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.9%
Value ($000) $22,810 Shares 208,880 Est. Cost $86.28 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $19,484 Shares 94,967 Est. Cost $95.13 Unrealized +111.7%
VTV VANGUARD VALUE INDEX ETF 2.9%
Value ($000) $16,883 Shares 95,524 Est. Cost $170.54 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.4%
Value ($000) $13,902 Shares 126,267 Est. Cost $76.11 Unrealized
ETN EATON CORP PLC 1.9%
Value ($000) $11,206 Shares 31,390 Est. Cost $90.63 Unrealized +238.4%
GOOGL ALPHABET INC CL A 1.8%
Value ($000) $10,827 Shares 61,437 Est. Cost $107.67 Unrealized +51.7%
V VISA INC 1.7%
Value ($000) $9,943 Shares 28,006 Est. Cost $109.66 Unrealized +216.4%
AVGO BROADCOM INC NPV 1.7%
Value ($000) $9,918 Shares 35,983 Est. Cost $149.73 Unrealized +44.2%
VANGUARD MID CAP ETF 1.7%
Value ($000) $9,854 Shares 35,214 Est. Cost $235.50 Unrealized
AMZN AMAZON.COM INC 1.6%
Value ($000) $9,255 Shares 42,187 Est. Cost $129.35 Unrealized +53.0%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $8,947 Shares 56,630 Est. Cost $123.75 Unrealized +1.7%
BA BOEING CO 1.5%
Value ($000) $8,935 Shares 42,641 Est. Cost $217.19 Unrealized -13.0%
IYW ISHARES US TECHNOLOGY ETF 1.5%
Value ($000) $8,745 Shares 50,471 Est. Cost $118.75 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $8,209 Shares 37,547 Est. Cost $35.62 Unrealized +351.4%
HD HOME DEPOT INC 1.2%
Value ($000) $7,335 Shares 20,007 Est. Cost $115.83 Unrealized +207.3%
META META PLATFORMS INC 1.2%
Value ($000) $7,023 Shares 9,515 Est. Cost $484.70 Unrealized +27.2%
SMH VANECK SEMICONDUCTOR ETF 1.1%
Value ($000) $6,648 Shares 23,837 Est. Cost $235.36 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $6,638 Shares 22,897 Est. Cost $143.44 Unrealized +76.1%
BLK BLACKROCK INC NEW NPV 1.1%
Value ($000) $6,221 Shares 5,929 Est. Cost $991.05 Unrealized -5.8%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $5,775 Shares 36,250 Est. Cost $71.30 Unrealized +125.5%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.0%
Value ($000) $5,704 Shares 69,863 Est. Cost $51.20 Unrealized
CB CHUBB LIMITED 0.9%
Value ($000) $5,335 Shares 18,414 Est. Cost $115.60 Unrealized +148.2%
JEPI JP MORGAN EQY PREMIUM INCOME ETF 0.9%
Value ($000) $5,296 Shares 93,171 Est. Cost $56.88 Unrealized
SCHW CHARLES SCHWAB CORP 0.9%
Value ($000) $5,242 Shares 57,449 Est. Cost $30.47 Unrealized +172.9%
CVX CHEVRON CORP 0.9%
Value ($000) $5,217 Shares 36,437 Est. Cost $97.14 Unrealized +41.0%
LLY ELI LILLY AND COMPANY 0.9%
Value ($000) $5,171 Shares 6,633 Est. Cost $627.32 Unrealized +23.3%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $5,143 Shares 17,447 Est. Cost $103.13 Unrealized +146.1%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $4,786 Shares 68,980 Est. Cost $25.31 Unrealized +138.6%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $4,751 Shares 4,799 Est. Cost $620.74 Unrealized +59.6%
QCOM QUALCOMM INC 0.7%
Value ($000) $4,366 Shares 27,413 Est. Cost $72.62 Unrealized +99.7%
DHR DANAHER CORP 0.7%
Value ($000) $4,183 Shares 21,174 Est. Cost $48.81 Unrealized +295.5%
HON HONEYWELL INTL INC 0.7%
Value ($000) $4,171 Shares 17,912 Est. Cost $107.07 Unrealized +86.5%
PEP PEPSICO INC 0.7%
Value ($000) $4,168 Shares 31,569 Est. Cost $78.77 Unrealized +66.4%
SYK STRYKER CORP 0.7%
Value ($000) $4,160 Shares 10,514 Est. Cost $80.52 Unrealized +361.4%
WFC WELLS FARGO & CO 0.7%
Value ($000) $4,151 Shares 51,812 Est. Cost $35.31 Unrealized +101.5%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.7%
Value ($000) $4,121 Shares 45,301 Est. Cost $93.40 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3,816 Shares 12,232 Est. Cost $94.35 Unrealized +297.4%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $3,767 Shares 16,375 Est. Cost $94.58 Unrealized +131.0%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $3,650 Shares 16,517 Est. Cost $116.00 Unrealized +81.3%
ABBV ABBVIE INC 0.6%
Value ($000) $3,605 Shares 19,421 Est. Cost $44.28 Unrealized +312.6%
T AT&T INC 0.6%
Value ($000) $3,526 Shares 121,870 Est. Cost $14.04 Unrealized +92.0%
DIS WALT DISNEY CO 0.6%
Value ($000) $3,467 Shares 27,958 Est. Cost $85.47 Unrealized +20.3%
ECL ECOLAB INC 0.6%
Value ($000) $3,287 Shares 12,200 Est. Cost $132.28 Unrealized +90.8%
MET METLIFE INC 0.5%
Value ($000) $3,201 Shares 39,801 Est. Cost $33.82 Unrealized +124.2%
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,915 Shares 31,818 Est. Cost $58.68 Unrealized +45.1%
IBB ISHARES NASDAQ BIOTECH INDX 0.5%
Value ($000) $2,672 Shares 21,119 Est. Cost $124.87 Unrealized
ACN ACCENTURE PLC 0.4%
Value ($000) $2,585 Shares 8,650 Est. Cost $112.96 Unrealized +168.1%
O REALTY INCOME CORP 0.4%
Value ($000) $2,306 Shares 40,033 Est. Cost $54.64 Unrealized -0.3%
MAR MARRIOTT INTERNATIONAL INC 0.4%
Value ($000) $2,287 Shares 8,373 Est. Cost $160.87 Unrealized +54.9%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $2,196 Shares 21,759 Est. Cost $82.57 Unrealized +14.0%
IAU ISHARES GOLD TRUST ETF 0.4%
Value ($000) $2,189 Shares 35,110 Est. Cost $35.11 Unrealized
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $2,179 Shares 3,837 Est. Cost $275.95 Unrealized
DHI D R HORTON INCORPORATED 0.4%
Value ($000) $2,179 Shares 16,903 Est. Cost $123.67 Unrealized -1.1%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,169 Shares 5,588 Est. Cost $326.42 Unrealized +1.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,982 Shares 6,521 Est. Cost $230.19 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,846 Shares 76,210 Est. Cost $23.96 Unrealized -6.7%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,737 Shares 8,488 Est. Cost $173.78 Unrealized +6.9%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $1,724 Shares 9,719 Est. Cost $138.80 Unrealized +18.8%
FCX FREEPORT-MCMORAN INC. LD 0.3%
Value ($000) $1,620 Shares 37,378 Est. Cost $36.84 Unrealized +2.3%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,534 Shares 43,000 Est. Cost $28.00 Unrealized +21.1%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.2%
Value ($000) $1,117 Shares 61,599 Est. Cost $12.74 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $1,106 Shares 6,083 Est. Cost $93.83 Unrealized
FISV FISERV INC 0.2%
Value ($000) $1,033 Shares 5,990 Est. Cost $151.68 Unrealized +19.6%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,000 Shares 1,432 Est. Cost $345.92 Unrealized +81.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $926 Shares 8,590 Est. Cost $73.23 Unrealized +42.7%
INTU INTUIT INC 0.1%
Value ($000) $781 Shares 992 Est. Cost $498.82 Unrealized +35.2%
LINE LINEAGE INC 0.1%
Value ($000) $765 Shares 17,571 Est. Cost $43.52 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $729 Shares 1 Est. Cost $249666.89 Unrealized +205.1%
VLTO VERALTO CORP USD 0.01 0.1%
Value ($000) $723 Shares 7,159 Est. Cost $75.23 Unrealized +27.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $670 Shares 3,105 Est. Cost $191.28 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $644 Shares 1,295 Est. Cost $188.91 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $620 Shares 2,251 Est. Cost $268.48 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $618 Shares 2,003 Est. Cost $231.16 Unrealized +30.8%
DVA DAVITA INCORPORATED 0.1%
Value ($000) $590 Shares 4,145 Est. Cost $137.82 Unrealized +2.8%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $575 Shares 3,843 Est. Cost $54.09 Unrealized +149.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $543 Shares 8,050 Est. Cost $34.04 Unrealized +91.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $501 Shares 3,277 Est. Cost $120.00 Unrealized +25.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $487 Shares 2,379 Est. Cost $152.86 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $465 Shares 5,878 Est. Cost $63.13 Unrealized +22.6%
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $460 Shares 8,650 Est. Cost $89.82 Unrealized -43.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $459 Shares 1,572 Est. Cost $283.13 Unrealized +7.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $430 Shares 3,880 Est. Cost $71.26 Unrealized +46.5%
TRGP TARGA RESOURCES CORPORATION 0.1%
Value ($000) $389 Shares 2,236 Est. Cost $121.78 Unrealized +36.0%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $383 Shares 5,542 Est. Cost $72.89 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $380 Shares 866 Est. Cost $241.97 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $363 Shares 4,377 Est. Cost $85.94 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $358 Shares 4,022 Est. Cost $81.80 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $354 Shares 3,352 Est. Cost $65.81 Unrealized +39.4%
BPOP POPULAR INC 0.1%
Value ($000) $353 Shares 3,200 Est. Cost $87.11 Unrealized +11.5%
THFF FIRST FINANCIAL CORPORATION 0.1%
Value ($000) $349 Shares 6,450 Est. Cost $33.26 Unrealized +45.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $349 Shares 753 Est. Cost $230.43 Unrealized +99.2%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $341 Shares 1,875 Est. Cost $84.87 Unrealized +97.2%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $339 Shares 1,495 Est. Cost $109.56 Unrealized
KO COCA-COLA COMPANY 0.1%
Value ($000) $322 Shares 4,547 Est. Cost $48.74 Unrealized +43.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $313 Shares 644 Est. Cost $263.08 Unrealized +93.0%
BCH BANCO DE CHILE SPON ADS 0.0%
Value ($000) $286 Shares 9,405 Est. Cost $20.20 Unrealized
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value ($000) $263 Shares 4,700 Est. Cost $46.63 Unrealized +17.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $260 Shares 613 Est. Cost $285.43 Unrealized
CHEVRON CORP 0.0%
Value ($000) $257 Shares 1,792 Est. Cost $125.51 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.0%
Value ($000) $251 Shares 1,880 Est. Cost $123.13 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $248 Shares 2,700 Est. Cost $78.94 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $229 Shares 2,202 Est. Cost $46.68 Unrealized +123.4%
FBP FIRST BANCORP 0.0%
Value ($000) $229 Shares 11,000 Est. Cost $17.43 Unrealized +11.3%
PLD PROLOGIS INC 0.0%
Value ($000) $229 Shares 2,177 Est. Cost $101.81 Unrealized +0.5%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $218 Shares 2,667 Est. Cost $51.74 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $216 Shares 4,378 Est. Cost $41.65 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $209 Shares 750 Est. Cost $113.70 Unrealized +144.3%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $208 Shares 1,818 Est. Cost $115.37 Unrealized -3.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $207 Shares 1,155 Est. Cost $127.23 Unrealized +35.3%
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value ($000) $203 Shares 2,271 Est. Cost $60.03 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $200 Shares 2,106 Est. Cost $74.98 Unrealized +20.6%
PSX PHILLIPS 66 0.0%
Value ($000) $194 Shares 1,623 Est. Cost $103.33 Unrealized +5.9%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $193 Shares 1,163 Est. Cost $153.89 Unrealized -4.1%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $192 Shares 2,749 Est. Cost $109.88 Unrealized -48.1%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $187 Shares 2,800 Est. Cost $48.69 Unrealized +13.7%
BLACKROCK INC NEW NPV 0.0%
Value ($000) $185 Shares 176 Est. Cost $1024.20 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $184 Shares 2,019 Est. Cost $24.41 Unrealized +244.0%
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value ($000) $183 Shares 4,400 Est. Cost $32.45 Unrealized +26.1%
CEF SPROTT PHY TRUST UNIT (CAD) 0.0%
Value ($000) $181 Shares 6,000 Est. Cost $24.48 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $180 Shares 2,008 Est. Cost $106.87 Unrealized -17.6%
ORACLE CORP 0.0%
Value ($000) $180 Shares 822 Est. Cost $56.63 Unrealized
PLAB PHOTRONICS INC 0.0%
Value ($000) $177 Shares 9,400 Est. Cost $26.51 Unrealized -29.4%
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value ($000) $176 Shares 2,248 Est. Cost $88.55 Unrealized -15.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $172 Shares 425 Est. Cost $433.69 Unrealized -3.8%
CHARLES SCHWAB CORP 0.0%
Value ($000) $171 Shares 1,879 Est. Cost $47.99 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $170 Shares 7,000 Est. Cost $24.65 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $170 Shares 273 Est. Cost $335.94 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $169 Shares 666 Est. Cost $154.53 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $167 Shares 1,432 Est. Cost $167.52 Unrealized -31.1%
B BARRICK MNG CORP NPV 0.0%
Value ($000) $167 Shares 8,025 Est. Cost $19.29 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $165 Shares 299 Est. Cost $300.36 Unrealized
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value ($000) $163 Shares 7,442 Est. Cost $20.77 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $162 Shares 2,022 Est. Cost $43.50 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $159 Shares 1,001 Est. Cost $101.38 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value ($000) $158 Shares 665 Est. Cost $114.58 Unrealized
PEPSICO INC 0.0%
Value ($000) $153 Shares 1,155 Est. Cost $119.40 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $152 Shares 2,450 Est. Cost $82.70 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $148 Shares 2,522 Est. Cost $58.77 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $145 Shares 1,130 Est. Cost $92.09 Unrealized
MA MASTERCARD INC CL A 0.0%
Value ($000) $140 Shares 250 Est. Cost $542.01 Unrealized +1.7%
OKE ONEOK INCORPORATED 0.0%
Value ($000) $139 Shares 1,700 Est. Cost $78.70 Unrealized +2.5%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $138 Shares 1,020 Est. Cost $77.95 Unrealized
CSX CSX CORP 0.0%
Value ($000) $135 Shares 4,148 Est. Cost $30.58 Unrealized -2.6%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $132 Shares 485 Est. Cost $249.78 Unrealized +6.5%
KKR KKR & CO INC 0.0%
Value ($000) $131 Shares 984 Est. Cost $43.42 Unrealized +168.7%
WALT DISNEY CO 0.0%
Value ($000) $131 Shares 1,054 Est. Cost $98.17 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $129 Shares 1,114 Est. Cost $98.74 Unrealized +17.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $128 Shares 659 Est. Cost $178.15 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $126 Shares 2,407 Est. Cost $33.16 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $125 Shares 6,850 Est. Cost $40.18 Unrealized -54.5%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $124 Shares 1,871 Est. Cost $48.97 Unrealized +25.2%
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $122 Shares 1,502 Est. Cost $74.17 Unrealized +12.8%
CISCO SYSTEMS INC 0.0%
Value ($000) $120 Shares 1,732 Est. Cost $34.25 Unrealized
GE GE AEROSPACE NEW 0.0%
Value ($000) $117 Shares 456 Est. Cost $86.97 Unrealized +151.3%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $117 Shares 2,703 Est. Cost $34.65 Unrealized +20.7%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $111 Shares 797 Est. Cost $93.35 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $110 Shares 1,087 Est. Cost $126.40 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $109 Shares 1,112 Est. Cost $53.25 Unrealized +78.0%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $108 Shares 1,040 Est. Cost $51.76 Unrealized +97.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $107 Shares 1,700 Est. Cost $39.79 Unrealized +44.9%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $104 Shares 169 Est. Cost $387.45 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $101 Shares 344 Est. Cost $143.60 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $101 Shares 395 Est. Cost $72.54 Unrealized +221.3%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $100 Shares 1,136 Est. Cost $78.54 Unrealized
AT&T INC 0.0%
Value ($000) $91 Shares 3,143 Est. Cost $25.35 Unrealized
STRYKER CORP 0.0%
Value ($000) $88 Shares 223 Est. Cost $129.30 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $88 Shares 250 Est. Cost $242.13 Unrealized -3.4%
HPQ HP INC. 0.0%
Value ($000) $87 Shares 3,572 Est. Cost $27.29 Unrealized -9.5%
REDFIN CORPORATION 0.0%
Value ($000) $87 Shares 7,735 Est. Cost $22.98 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $86 Shares 385 Est. Cost $149.51 Unrealized +20.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $86 Shares 1,460 Est. Cost $34.42 Unrealized +62.5%
QUALCOMM INC 0.0%
Value ($000) $85 Shares 535 Est. Cost $117.59 Unrealized
BND VANGUARD TOTAL BOND MARKET IDX ETF 0.0%
Value ($000) $85 Shares 1,155 Est. Cost $75.11 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $85 Shares 120 Est. Cost $590.71 Unrealized -3.2%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $85 Shares 627 Est. Cost $108.25 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $82 Shares 971 Est. Cost $90.39 Unrealized
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $77 Shares 1,492 Est. Cost $35.99 Unrealized +27.2%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $77 Shares 649 Est. Cost $61.92 Unrealized +86.4%
NKE NIKE INC CL B 0.0%
Value ($000) $77 Shares 1,077 Est. Cost $87.08 Unrealized -32.2%
DE DEERE & CO 0.0%
Value ($000) $73 Shares 144 Est. Cost $388.93 Unrealized +24.6%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $73 Shares 750 Est. Cost $74.98 Unrealized +5.2%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $71 Shares 250 Est. Cost $102.64 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $71 Shares 319 Est. Cost $107.54 Unrealized +105.2%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $69 Shares 317 Est. Cost $160.98 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $64 Shares 218 Est. Cost $253.67 Unrealized +13.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $64 Shares 1,045 Est. Cost $53.04 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND ETF 0.0%
Value ($000) $64 Shares 680 Est. Cost $81.58 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $63 Shares 286 Est. Cost $74.05 Unrealized +201.4%
FDX FEDEX CORP 0.0%
Value ($000) $63 Shares 275 Est. Cost $221.25 Unrealized -2.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $62 Shares 900 Est. Cost $55.31 Unrealized +16.1%
GEV GE VERNOVA LLC 0.0%
Value ($000) $62 Shares 117 Est. Cost $190.58 Unrealized +118.3%
NOW SERVICENOW INC 0.0%
Value ($000) $62 Shares 60 Est. Cost $192.75 Unrealized -2.1%
SAP SAP AG ADR 0.0%
Value ($000) $61 Shares 200 Est. Cost $268.44 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $61 Shares 285 Est. Cost $185.05 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $60 Shares 158 Est. Cost $199.88 Unrealized +60.5%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $58 Shares 10 Est. Cost $2028.64 Unrealized +151.1%
EQIX EQUINIX INC 0.0%
Value ($000) $56 Shares 70 Est. Cost $880.48 Unrealized -5.1%
ADBE ADOBE INC 0.0%
Value ($000) $54 Shares 140 Est. Cost $428.84 Unrealized -10.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $51 Shares 740 Est. Cost $58.64 Unrealized +16.1%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $49 Shares 270 Est. Cost $179.48 Unrealized -12.3%
VGIT VANGUARD INT-TERM TREASURY ETF 0.0%
Value ($000) $49 Shares 813 Est. Cost $59.81 Unrealized
IUSV ISHARES CORE S&P VALUE ETF 0.0%
Value ($000) $48 Shares 512 Est. Cost $95.49 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $48 Shares 400 Est. Cost $99.06 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $48 Shares 85 Est. Cost $245.16 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $48 Shares 1,017 Est. Cost $28.88 Unrealized +43.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $48 Shares 529 Est. Cost $51.14 Unrealized +76.1%
MMM 3M CO 0.0%
Value ($000) $47 Shares 310 Est. Cost $87.64 Unrealized +61.2%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $47 Shares 734 Est. Cost $36.49 Unrealized +64.2%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $46 Shares 200 Est. Cost $98.64 Unrealized +132.8%
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $44 Shares 588 Est. Cost $51.41 Unrealized +28.7%
ACCENTURE PLC 0.0%
Value ($000) $42 Shares 139 Est. Cost $176.94 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $42 Shares 312 Est. Cost $133.08 Unrealized
SCZ ISHARES MSCI EAFE SM CAP ETF 0.0%
Value ($000) $41 Shares 568 Est. Cost $66.84 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $41 Shares 294 Est. Cost $35.72 Unrealized +295.2%
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $41 Shares 372 Est. Cost $100.09 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $40 Shares 140 Est. Cost $154.72 Unrealized
PFIZER INC 0.0%
Value ($000) $39 Shares 1,619 Est. Cost $32.45 Unrealized
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $39 Shares 1,300 Est. Cost $28.00 Unrealized -0.7%
CPRT COPART INC 0.0%
Value ($000) $39 Shares 792 Est. Cost $35.24 Unrealized +58.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $38 Shares 392 Est. Cost $98.41 Unrealized +8.9%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $38 Shares 350 Est. Cost $100.71 Unrealized
DON WISDOMTREE US MID CAP DIV ETF 0.0%
Value ($000) $37 Shares 740 Est. Cost $51.13 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $34 Shares 1,281 Est. Cost $42.05 Unrealized -33.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $34 Shares 115 Est. Cost $182.58 Unrealized +49.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $33 Shares 345 Est. Cost $100.28 Unrealized -11.6%
INTC INTEL CORP 0.0%
Value ($000) $33 Shares 1,479 Est. Cost $27.89 Unrealized -25.7%
RRC RANGE RESOURCES CORPORATION 0.0%
Value ($000) $33 Shares 800 Est. Cost $36.90 Unrealized +2.2%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $31 Shares 225 Est. Cost $128.89 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $30 Shares 230 Est. Cost $122.65 Unrealized -2.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $27 Shares 207 Est. Cost $101.19 Unrealized +21.1%
GIS GENERAL MILLS 0.0%
Value ($000) $27 Shares 516 Est. Cost $59.33 Unrealized -9.4%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $26 Shares 76 Est. Cost $348.12 Unrealized -1.0%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $25 Shares 250 Est. Cost $104.78 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $25 Shares 350 Est. Cost $26.10 Unrealized +158.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $24 Shares 155 Est. Cost $112.27 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $22 Shares 150 Est. Cost $124.76 Unrealized +5.6%
BITO PROSHARES TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $20.48 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 525 Est. Cost $60.00 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $78.42 Unrealized +32.1%
NI NISOURCE INC 0.0%
Value ($000) $21 Shares 521 Est. Cost $12.76 Unrealized +202.6%
EOG EOG RESOURCES INC 0.0%
Value ($000) $21 Shares 175 Est. Cost $81.69 Unrealized +37.2%
COMCAST CORP CL A 0.0%
Value ($000) $21 Shares 576 Est. Cost $44.27 Unrealized
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $20 Shares 871 Est. Cost $20.60 Unrealized -0.1%
MCO MOODY'S CORP 0.0%
Value ($000) $20 Shares 40 Est. Cost $478.56 Unrealized -3.7%
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value ($000) $19 Shares 112 Est. Cost $159.45 Unrealized +0.6%
FAF FIRST AMERICAN FINANCIAL COR 0.0%
Value ($000) $18 Shares 300 Est. Cost $61.28 Unrealized -5.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $18 Shares 135 Est. Cost $105.33 Unrealized +16.1%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $16 Shares 778 Est. Cost $14.36 Unrealized +14.7%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $16 Shares 190 Est. Cost $67.50 Unrealized
WELL WELLTOWER INCORPORATED 0.0%
Value ($000) $15 Shares 100 Est. Cost $140.30 Unrealized +5.4%
BBY BEST BUY CO INC 0.0%
Value ($000) $15 Shares 225 Est. Cost $60.10 Unrealized +8.8%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $65.02 Unrealized -25.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $15 Shares 676 Est. Cost $11.51 Unrealized +73.5%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $15 Shares 350 Est. Cost $48.30 Unrealized
VIGI VANGUARD INTL DIV APPRECIATION IDX ETF 0.0%
Value ($000) $14 Shares 159 Est. Cost $90.12 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 171 Est. Cost $96.67 Unrealized -19.6%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $13 Shares 77 Est. Cost $147.02 Unrealized +9.0%
EATON VANCE TAX-ADV DIV INC FD CLOSED END 0.0%
Value ($000) $12 Shares 500 Est. Cost $23.27 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $12 Shares 175 Est. Cost $33.04 Unrealized +100.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $12 Shares 49 Est. Cost $206.71 Unrealized +16.8%
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $557.47 Unrealized +0.8%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $11 Shares 85 Est. Cost $120.05 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $10 Shares 938 Est. Cost $14.73 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $10 Shares 337 Est. Cost $19.86 Unrealized +34.8%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $10 Shares 12 Est. Cost $294.30 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $66.37 Unrealized +24.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $73.51 Unrealized -5.4%
RUN SUNRUN INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.19 Unrealized +9.4%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.71 Unrealized -12.1%
TSLA TESLA INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $257.97 Unrealized +16.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $60.85 Unrealized -77.7%
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $7 Shares 14 Est. Cost $447.95 Unrealized +1.0%
ABT ABBOTT LABS 0.0%
Value ($000) $6 Shares 43 Est. Cost $92.69 Unrealized +40.9%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
AMTM AMENTUM HLDGS INC NPV 0.0%
Value ($000) $5 Shares 219 Est. Cost $25.57 Unrealized -18.3%
SOLV SOLVENTIUM CORP 0.0%
Value ($000) $5 Shares 65 Est. Cost $60.70 Unrealized +16.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $358.93 Unrealized +35.4%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $100.46 Unrealized +166.9%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.06 Unrealized -0.5%
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $192.09 Unrealized -51.4%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $2 Shares 358 Est. Cost $8.83 Unrealized +25.5%
COMP COMPASS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.59 Unrealized -56.1%
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) $1 Shares 32 Est. Cost $45.22 Unrealized +4.4%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $1 Shares 18 Est. Cost $29.79 Unrealized -8.3%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.20 Unrealized -2.7%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value ($000) $0 Shares 49 Est. Cost $5.49 Unrealized
MANU MANCHESTER UNITED PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.82 Unrealized 0.0%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.38 Unrealized 0.0%