FineMark National Bank & Trust Diversified Active

CIK: 0001537720 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $2,086,040 (100.0% shares, 0.0% debt)

Holdings (396)

UPS UNITED PARCEL SERVICE INC 13.4%
Value ($000) $278,522 Shares 1,724,166 Est. Cost $80.66 Unrealized +99.0%
SPY SPDR S&P 500 ETF TR 5.0%
Value ($000) $104,055 Shares 291,324 Est. Cost $229.34 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $85,602 Shares 619,411 Est. Cost $86.13 Unrealized +79.1%
UPS UNITED PARCEL SERVICE INC 3.6%
Value ($000) $75,681 Shares 468,500 Est. Cost $80.66 Unrealized +99.0%
FNBT FINEMARK HLDGS INC 3.5%
Value ($000) $71,995 Shares 2,461,351 Est. Cost $28.86 Unrealized +6.0%
MDY SPDR S&P MIDCAP 400 ETF TR 2.7%
Value ($000) $55,983 Shares 139,380 Est. Cost $293.39 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $53,412 Shares 148,924 Est. Cost $302.83 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $48,405 Shares 207,837 Est. Cost $43.02 Unrealized +497.2%
IWM ISHARES TR 1.9%
Value ($000) $39,172 Shares 237,524 Est. Cost $139.60 Unrealized
GOOG ALPHABET INC 1.3%
Value ($000) $28,144 Shares 292,713 Est. Cost $107.30 Unrealized +3.3%
HD HOME DEPOT INC 1.2%
Value ($000) $25,876 Shares 93,775 Est. Cost $85.48 Unrealized +216.7%
AMZN AMAZON COM INC 1.0%
Value ($000) $21,030 Shares 186,107 Est. Cost $122.48 Unrealized +3.2%
HON HONEYWELL INTL INC 1.0%
Value ($000) $20,155 Shares 120,712 Est. Cost $81.74 Unrealized +98.4%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $19,889 Shares 253,657 Est. Cost $60.11 Unrealized +28.3%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $19,743 Shares 156,381 Est. Cost $66.95 Unrealized +95.1%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $19,512 Shares 38,635 Est. Cost $141.10 Unrealized +250.9%
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $18,845 Shares 198,615 Est. Cost $92.54 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $18,328 Shares 94,077 Est. Cost $130.71 Unrealized +56.3%
IJH ISHARES TR 0.9%
Value ($000) $18,006 Shares 82,120 Est. Cost $233.99 Unrealized
DHR DANAHER CORPORATION 0.8%
Value ($000) $17,650 Shares 68,333 Est. Cost $49.69 Unrealized +384.4%
AVGO BROADCOM INC 0.8%
Value ($000) $17,539 Shares 39,503 Est. Cost $22.97 Unrealized +109.3%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $17,504 Shares 107,151 Est. Cost $89.84 Unrealized +70.2%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $16,556 Shares 58,227 Est. Cost $108.15 Unrealized +200.7%
EFA ISHARES TR 0.8%
Value ($000) $16,039 Shares 286,367 Est. Cost $63.26 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $15,802 Shares 68,481 Est. Cost $129.13 Unrealized +83.0%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $15,719 Shares 150,429 Est. Cost $59.68 Unrealized +77.0%
IWB ISHARES TR 0.8%
Value ($000) $15,683 Shares 79,476 Est. Cost $116.05 Unrealized
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $15,050 Shares 33,132 Est. Cost $216.81 Unrealized +110.0%
SPLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $14,822 Shares 256,311 Est. Cost $51.94 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $14,649 Shares 178,957 Est. Cost $55.18 Unrealized +51.9%
PFE PFIZER INC 0.7%
Value ($000) $14,363 Shares 328,202 Est. Cost $19.04 Unrealized +112.2%
TJX TJX COS INC NEW 0.7%
Value ($000) $14,105 Shares 227,060 Est. Cost $39.59 Unrealized +51.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $14,080 Shares 51,163 Est. Cost $83.47 Unrealized +353.3%
MRK MERCK & CO INC 0.7%
Value ($000) $13,982 Shares 162,356 Est. Cost $41.49 Unrealized +93.8%
CSCO CISCO SYS INC 0.7%
Value ($000) $13,823 Shares 345,571 Est. Cost $24.57 Unrealized +63.0%
BLACKROCK INC 0.6%
Value ($000) $13,504 Shares 24,540 Est. Cost $379.66 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $13,209 Shares 102,780 Est. Cost $132.69 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $12,635 Shares 77,005 Est. Cost $119.17 Unrealized +44.5%
WMT WALMART INC 0.6%
Value ($000) $12,397 Shares 95,584 Est. Cost $25.38 Unrealized +65.5%
KO COCA COLA CO 0.6%
Value ($000) $11,814 Shares 210,886 Est. Cost $31.46 Unrealized +78.2%
NKE NIKE INC 0.6%
Value ($000) $11,782 Shares 141,747 Est. Cost $57.49 Unrealized +76.7%
AMGN AMGEN INC 0.6%
Value ($000) $11,556 Shares 51,268 Est. Cost $145.46 Unrealized +49.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $11,080 Shares 41,496 Est. Cost $174.33 Unrealized +63.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value ($000) $10,558 Shares 116,860 Est. Cost $55.63 Unrealized +72.2%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $10,441 Shares 27,028 Est. Cost $144.83 Unrealized +162.9%
MS MORGAN STANLEY 0.5%
Value ($000) $10,186 Shares 128,918 Est. Cost $50.41 Unrealized +49.3%
PWR QUANTA SVCS INC 0.5%
Value ($000) $10,150 Shares 79,677 Est. Cost $113.07 Unrealized +20.3%
PEP PEPSICO INC 0.5%
Value ($000) $9,944 Shares 60,909 Est. Cost $71.21 Unrealized +116.9%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $9,701 Shares 104,293 Est. Cost $53.58 Unrealized +75.5%
EOG EOG RES INC 0.5%
Value ($000) $9,624 Shares 86,133 Est. Cost $91.22 Unrealized +7.1%
IJR ISHARES TR 0.5%
Value ($000) $9,619 Shares 110,328 Est. Cost $85.87 Unrealized
CDW CDW CORP 0.5%
Value ($000) $9,578 Shares 61,368 Est. Cost $65.56 Unrealized +150.5%
SHEL SHELL PLC 0.4%
Value ($000) $9,360 Shares 188,106 Est. Cost $54.70 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $9,165 Shares 48,801 Est. Cost $106.41 Unrealized +71.4%
HLT HILTON WORLDWIDE HLDGS INC 0.4%
Value ($000) $9,079 Shares 75,271 Est. Cost $96.44 Unrealized +29.7%
META META PLATFORMS INC 0.4%
Value ($000) $8,908 Shares 65,657 Est. Cost $206.42 Unrealized -22.0%
DE DEERE & CO 0.4%
Value ($000) $8,877 Shares 26,588 Est. Cost $270.50 Unrealized +20.7%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $8,851 Shares 72,912 Est. Cost $18.64 Unrealized -15.3%
CVS CVS HEALTH CORP 0.4%
Value ($000) $8,816 Shares 92,439 Est. Cost $81.49 Unrealized +7.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $8,795 Shares 77,843 Est. Cost $73.27 Unrealized +73.4%
EEM ISHARES TR 0.4%
Value ($000) $8,789 Shares 251,967 Est. Cost $41.56 Unrealized
BP BP PLC 0.4%
Value ($000) $8,665 Shares 303,497 Est. Cost $32.35 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $8,593 Shares 33,397 Est. Cost $288.98 Unrealized -4.9%
CMI CUMMINS INC 0.4%
Value ($000) $8,481 Shares 41,675 Est. Cost $206.23 Unrealized -4.9%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $8,480 Shares 40,801 Est. Cost $176.90 Unrealized +21.3%
GOOGL ALPHABET INC 0.4%
Value ($000) $8,309 Shares 86,870 Est. Cost $106.89 Unrealized +3.0%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $8,277 Shares 57,162 Est. Cost $95.72 Unrealized +50.0%
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $8,119 Shares 47,416 Est. Cost $125.97 Unrealized +36.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.4%
Value ($000) $8,068 Shares 55,907 Est. Cost $155.49 Unrealized -1.5%
DIS DISNEY WALT CO 0.4%
Value ($000) $8,017 Shares 84,984 Est. Cost $120.84 Unrealized -13.5%
TMUS T-MOBILE US INC 0.4%
Value ($000) $7,962 Shares 59,339 Est. Cost $110.33 Unrealized +23.0%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $7,815 Shares 16,617 Est. Cost $374.35 Unrealized +20.4%
PIONEER NAT RES CO 0.4%
Value ($000) $7,629 Shares 35,231 Est. Cost $190.75 Unrealized
V VISA INC 0.4%
Value ($000) $7,566 Shares 42,587 Est. Cost $75.63 Unrealized +162.2%
ABNB AIRBNB INC 0.3%
Value ($000) $7,193 Shares 68,475 Est. Cost $154.41 Unrealized -28.2%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $7,183 Shares 30,863 Est. Cost $233.53 Unrealized -3.1%
ICLR ICON PLC 0.3%
Value ($000) $6,913 Shares 37,617 Est. Cost $201.80 Unrealized +7.8%
LLY LILLY ELI & CO 0.3%
Value ($000) $6,810 Shares 21,060 Est. Cost $56.51 Unrealized +445.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $6,751 Shares 83,602 Est. Cost $84.93 Unrealized -4.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $6,698 Shares 76,711 Est. Cost $55.55 Unrealized +46.5%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.3%
Value ($000) $6,661 Shares 345,825 Est. Cost $25.77 Unrealized -14.3%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $6,520 Shares 87,145 Est. Cost $78.76 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $6,141 Shares 42,741 Est. Cost $77.17 Unrealized +72.1%
ABBV ABBVIE INC 0.3%
Value ($000) $5,994 Shares 44,665 Est. Cost $50.28 Unrealized +152.8%
ORCL ORACLE CORP 0.3%
Value ($000) $5,949 Shares 97,420 Est. Cost $68.41 Unrealized +2.6%
IAU ISHARES GOLD TR 0.3%
Value ($000) $5,879 Shares 186,459 Est. Cost $34.33 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $5,749 Shares 68,229 Est. Cost $43.18 Unrealized +81.5%
EEFT EURONET WORLDWIDE INC 0.3%
Value ($000) $5,652 Shares 74,600 Est. Cost $112.18 Unrealized -16.4%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $5,500 Shares 39,469 Est. Cost $131.59 Unrealized +13.2%
FISV FISERV INC 0.3%
Value ($000) $5,499 Shares 58,765 Est. Cost $101.91 Unrealized 0.0%
TITAN PARTNERS LP 0.3%
Value ($000) $5,451 Shares 1 Est. Cost $5246000.00 Unrealized
NVST ENVISTA HOLDINGS CORPORATION 0.3%
Value ($000) $5,370 Shares 163,660 Est. Cost $42.30 Unrealized -10.4%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $5,302 Shares 88,177 Est. Cost $47.77 Unrealized +10.8%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $5,240 Shares 24,407 Est. Cost $193.70 Unrealized +18.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $5,099 Shares 134,288 Est. Cost $30.28 Unrealized +18.1%
ABT ABBOTT LABS 0.2%
Value ($000) $5,027 Shares 51,955 Est. Cost $53.75 Unrealized +86.1%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $4,903 Shares 22,709 Est. Cost $185.69 Unrealized +29.5%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $4,880 Shares 184,145 Est. Cost $50.25 Unrealized -45.0%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $4,813 Shares 63,934 Est. Cost $58.68 Unrealized +15.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $4,746 Shares 52,248 Est. Cost $100.97 Unrealized +2.9%
IWR ISHARES TR 0.2%
Value ($000) $4,730 Shares 76,103 Est. Cost $76.40 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $4,724 Shares 56,437 Est. Cost $51.51 Unrealized +69.5%
WSO WATSCO INC 0.2%
Value ($000) $4,655 Shares 18,082 Est. Cost $250.29 Unrealized +8.3%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $4,652 Shares 20,875 Est. Cost $222.68 Unrealized +5.3%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $4,643 Shares 37,842 Est. Cost $125.47 Unrealized -1.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $4,542 Shares 16,995 Est. Cost $232.06 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,471 Shares 11 Est. Cost $269980.97 Unrealized +58.6%
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $4,416 Shares 23,975 Est. Cost $144.97 Unrealized +22.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $4,386 Shares 61,690 Est. Cost $38.42 Unrealized +62.1%
APA APA CORPORATION 0.2%
Value ($000) $4,282 Shares 125,238 Est. Cost $37.22 Unrealized -14.5%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $4,053 Shares 26,187 Est. Cost $69.44 Unrealized +118.4%
NOW SERVICENOW INC 0.2%
Value ($000) $3,968 Shares 10,510 Est. Cost $102.80 Unrealized -12.4%
LINDE PLC 0.2%
Value ($000) $3,869 Shares 14,353 Est. Cost $287.78 Unrealized
AVTR AVANTOR INC 0.2%
Value ($000) $3,753 Shares 191,482 Est. Cost $39.27 Unrealized -31.8%
TSLA TESLA INC 0.2%
Value ($000) $3,729 Shares 14,058 Est. Cost $224.29 Unrealized +24.5%
GLD SPDR GOLD TR 0.2%
Value ($000) $3,679 Shares 23,787 Est. Cost $157.06 Unrealized
TITAN PARTNERS LP 0.2%
Value ($000) $3,658 Shares 1 Est. Cost $3937000.00 Unrealized
HLI HOULIHAN LOKEY INC 0.2%
Value ($000) $3,400 Shares 45,100 Est. Cost $68.69 Unrealized +11.0%
IVW ISHARES TR 0.2%
Value ($000) $3,372 Shares 58,294 Est. Cost $76.76 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $3,304 Shares 39,797 Est. Cost $58.92 Unrealized +37.4%
AGG ISHARES TR 0.2%
Value ($000) $3,288 Shares 34,129 Est. Cost $110.36 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $3,169 Shares 65,968 Est. Cost $47.05 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,153 Shares 24,769 Est. Cost $147.05 Unrealized
EVRG EVERGY INC 0.2%
Value ($000) $3,142 Shares 52,887 Est. Cost $45.94 Unrealized +26.9%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $2,957 Shares 23,411 Est. Cost $126.45 Unrealized -11.3%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $2,856 Shares 20,373 Est. Cost $129.68 Unrealized 0.0%
SDY SPDR SER TR 0.1%
Value ($000) $2,823 Shares 25,317 Est. Cost $81.97 Unrealized
STAG STAG INDL INC 0.1%
Value ($000) $2,821 Shares 99,231 Est. Cost $37.90 Unrealized
MGA MAGNA INTL INC 0.1%
Value ($000) $2,688 Shares 56,686 Est. Cost $45.51 Unrealized +13.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $2,661 Shares 48,530 Est. Cost $34.60 Unrealized +63.6%
MMM 3M CO 0.1%
Value ($000) $2,528 Shares 22,877 Est. Cost $107.13 Unrealized -10.0%
USB US BANCORP DEL 0.1%
Value ($000) $2,524 Shares 62,603 Est. Cost $34.10 Unrealized +15.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,521 Shares 4,972 Est. Cost $256.89 Unrealized +115.7%
TITAN PARTNERS LP 0.1%
Value ($000) $2,508 Shares 1 Est. Cost $1968000.00 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,408 Shares 33,442 Est. Cost $64.83 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $2,379 Shares 81,115 Est. Cost $29.38 Unrealized +14.6%
IWF ISHARES TR 0.1%
Value ($000) $2,376 Shares 11,293 Est. Cost $127.75 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,375 Shares 32,438 Est. Cost $53.81 Unrealized +44.3%
QUANTEDGE GLOBAL FUND, CLASS B 0.1%
Value ($000) $2,238 Shares 1,317 Est. Cost $888.38 Unrealized
MOUNTAINEER MANAGEMENT, LLC 0.1%
Value ($000) $2,187 Shares 2 Est. Cost $429500.00 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $2,119 Shares 11,805 Est. Cost $166.47 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $2,092 Shares 19,939 Est. Cost $124.48 Unrealized
T AT&T INC 0.1%
Value ($000) $2,011 Shares 131,098 Est. Cost $13.52 Unrealized +11.6%
PENCO ASSN LTD PARTNERSHIP 0.1%
Value ($000) $1,990 Shares 1 Est. Cost $1500000.00 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $1,942 Shares 110,996 Est. Cost $22.79 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,933 Shares 18,033 Est. Cost $96.75 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,912 Shares 4,050 Est. Cost $158.60 Unrealized +214.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,831 Shares 17,133 Est. Cost $53.85 Unrealized +84.5%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $1,770 Shares 7,024 Est. Cost $141.34 Unrealized +77.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,746 Shares 7,601 Est. Cost $95.96 Unrealized +139.1%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,741 Shares 9,368 Est. Cost $17.57 Unrealized +108.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,692 Shares 41,895 Est. Cost $24.46 Unrealized +35.2%
RIO RIO TINTO PLC 0.1%
Value ($000) $1,601 Shares 29,086 Est. Cost $53.82 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $1,600 Shares 52,991 Est. Cost $21.12 Unrealized +44.8%
IGSB ISHARES TR 0.1%
Value ($000) $1,557 Shares 31,592 Est. Cost $66.84 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,554 Shares 55,255 Est. Cost $31.95 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,552 Shares 19,289 Est. Cost $37.65 Unrealized +97.3%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,537 Shares 8,993 Est. Cost $160.53 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $1,464 Shares 19,257 Est. Cost $86.86 Unrealized
AMCOR PLC 0.1%
Value ($000) $1,463 Shares 136,400 Est. Cost $9.23 Unrealized +15.0%
MBB ISHARES TR 0.1%
Value ($000) $1,372 Shares 14,976 Est. Cost $108.16 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1,369 Shares 16,565 Est. Cost $66.62 Unrealized +44.4%
IWP ISHARES TR 0.1%
Value ($000) $1,366 Shares 17,411 Est. Cost $104.95 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,363 Shares 16,642 Est. Cost $47.89 Unrealized +95.2%
SANDY SPRING BANCORP INC 0.1%
Value ($000) $1,345 Shares 38,156 Est. Cost $29.08 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $1,304 Shares 9,633 Est. Cost $58.36 Unrealized +138.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $1,298 Shares 15,020 Est. Cost $65.46 Unrealized +33.1%
BA BOEING CO 0.1%
Value ($000) $1,285 Shares 10,612 Est. Cost $122.54 Unrealized +25.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,242 Shares 10,453 Est. Cost $104.82 Unrealized +10.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,233 Shares 5,810 Est. Cost $131.54 Unrealized +60.3%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,197 Shares 28,261 Est. Cost $55.77 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,196 Shares 10,073 Est. Cost $88.19 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,191 Shares 3,627 Est. Cost $358.66 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $1,190 Shares 9,229 Est. Cost $122.10 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,170 Shares 8,655 Est. Cost $107.41 Unrealized
HUBB HUBBELL INC 0.1%
Value ($000) $1,169 Shares 5,240 Est. Cost $78.89 Unrealized +153.4%
LQD ISHARES TR 0.1%
Value ($000) $1,164 Shares 11,359 Est. Cost $122.80 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,109 Shares 10,837 Est. Cost $45.70 Unrealized +93.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,105 Shares 8,192 Est. Cost $72.79 Unrealized +99.1%
CME CME GROUP INC 0.1%
Value ($000) $1,101 Shares 6,215 Est. Cost $64.62 Unrealized +163.9%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $1,094 Shares 42,736 Est. Cost $14.73 Unrealized +68.7%
C CITIGROUP INC 0.1%
Value ($000) $1,085 Shares 26,027 Est. Cost $45.96 Unrealized -5.0%
TGT TARGET CORP 0.1%
Value ($000) $1,080 Shares 7,276 Est. Cost $113.62 Unrealized +25.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,074 Shares 15,288 Est. Cost $54.65 Unrealized +32.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,068 Shares 5,914 Est. Cost $106.04 Unrealized +71.3%
KKR KKR & CO INC 0.1%
Value ($000) $1,062 Shares 24,693 Est. Cost $28.77 Unrealized +70.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1,035 Shares 29,119 Est. Cost $24.96 Unrealized +50.6%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $1,032 Shares 28,380 Est. Cost $47.66 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,014 Shares 10,206 Est. Cost $41.33 Unrealized +110.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,003 Shares 60,260 Est. Cost $13.68 Unrealized +8.0%
EVOLUTION CREDIT PARTNERS TF LP 0.0%
Value ($000) $1,001 Shares 1 Est. Cost $400000.00 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $993 Shares 3,578 Est. Cost $192.53 Unrealized +37.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $939 Shares 13,581 Est. Cost $50.71 Unrealized +34.8%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $934 Shares 14,023 Est. Cost $110.58 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $930 Shares 10,810 Est. Cost $228.27 Unrealized -61.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $929 Shares 4,586 Est. Cost $140.63 Unrealized +44.4%
IWS ISHARES TR 0.0%
Value ($000) $918 Shares 9,557 Est. Cost $86.96 Unrealized
BEACON POINT ASSOCIATES LLC 0.0%
Value ($000) $904 Shares 2 Est. Cost $452000.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $891 Shares 17,683 Est. Cost $25.02 Unrealized -11.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $890 Shares 4,752 Est. Cost $289.53 Unrealized -25.8%
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $872 Shares 22,527 Est. Cost $26.77 Unrealized +46.4%
ALTEGRIS KKR COMMITMENTS MASTER FUND 0.0%
Value ($000) $853 Shares 1 Est. Cost $529000.00 Unrealized
SMP STANDARD MTR PRODS INC 0.0%
Value ($000) $829 Shares 25,517 Est. Cost $47.32 Unrealized -15.9%
IWO ISHARES TR 0.0%
Value ($000) $825 Shares 3,994 Est. Cost $147.57 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $818 Shares 21,641 Est. Cost $56.38 Unrealized
HARRISON PAUL LLC WARRANTY 0.0%
Value ($000) $800 Shares 1 Est. Cost $600000.00 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $791 Shares 5,297 Est. Cost $103.97 Unrealized +36.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $788 Shares 7,021 Est. Cost $56.30 Unrealized +99.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $787 Shares 9,171 Est. Cost $60.26 Unrealized +42.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $785 Shares 11,764 Est. Cost $77.12 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $783 Shares 10,965 Est. Cost $88.06 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $782 Shares 49,910 Est. Cost $18.07 Unrealized -2.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $775 Shares 10,788 Est. Cost $40.97 Unrealized +61.6%
ADSK AUTODESK INC 0.0%
Value ($000) $773 Shares 4,136 Est. Cost $80.01 Unrealized +152.6%
PPG PPG INDS INC 0.0%
Value ($000) $773 Shares 6,982 Est. Cost $87.61 Unrealized +31.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $766 Shares 12,086 Est. Cost $70.67 Unrealized +20.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $735 Shares 9,166 Est. Cost $95.27 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $735 Shares 15,959 Est. Cost $14.27 Unrealized +62.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $708 Shares 5,689 Est. Cost $74.11 Unrealized +54.6%
SAGE GROUSE, LLC 0.0%
Value ($000) $705 Shares 1 Est. Cost $705000.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $704 Shares 9,190 Est. Cost $38.51 Unrealized +76.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $700 Shares 19,187 Est. Cost $42.74 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $693 Shares 16,509 Est. Cost $58.32 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value ($000) $680 Shares 69,906 Est. Cost $18.87 Unrealized -43.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $676 Shares 3,302 Est. Cost $210.62 Unrealized +9.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $673 Shares 4,395 Est. Cost $83.84 Unrealized +81.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $670 Shares 10,226 Est. Cost $72.16 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $665 Shares 10,548 Est. Cost $85.28 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $661 Shares 15,375 Est. Cost $59.53 Unrealized
TIDE ROCK YIELDCO LLC 0.0%
Value ($000) $650 Shares 1 Est. Cost $400000.00 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $629 Shares 10,396 Est. Cost $55.30 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $621 Shares 9,704 Est. Cost $31.62 Unrealized +105.1%
SO SOUTHERN CO 0.0%
Value ($000) $619 Shares 9,095 Est. Cost $39.18 Unrealized +70.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $601 Shares 9,425 Est. Cost $60.35 Unrealized +14.8%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $595 Shares 19,587 Est. Cost $18.17 Unrealized +61.2%
BIIB BIOGEN INC 0.0%
Value ($000) $595 Shares 2,228 Est. Cost $282.39 Unrealized -24.8%
ETN EATON CORP PLC 0.0%
Value ($000) $587 Shares 4,401 Est. Cost $94.89 Unrealized +40.6%
GLW CORNING INC 0.0%
Value ($000) $586 Shares 20,200 Est. Cost $12.79 Unrealized +140.5%
NFLX NETFLIX INC 0.0%
Value ($000) $568 Shares 2,414 Est. Cost $36.47 Unrealized -39.1%
DOW DOW INC 0.0%
Value ($000) $564 Shares 12,841 Est. Cost $36.32 Unrealized +14.2%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $562 Shares 8,265 Est. Cost $89.60 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $561 Shares 18,486 Est. Cost $26.90 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $561 Shares 9,147 Est. Cost $49.59 Unrealized +30.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $561 Shares 2,337 Est. Cost $99.84 Unrealized +132.4%
GL GLOBE LIFE INC 0.0%
Value ($000) $557 Shares 5,587 Est. Cost $87.21 Unrealized +11.9%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $551 Shares 13,591 Est. Cost $46.95 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $540 Shares 10,050 Est. Cost $47.91 Unrealized +7.0%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $540 Shares 14,000 Est. Cost $47.31 Unrealized -6.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $539 Shares 13,407 Est. Cost $38.24 Unrealized +3.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $537 Shares 9,551 Est. Cost $32.55 Unrealized +76.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $520 Shares 6,672 Est. Cost $63.40 Unrealized +20.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $512 Shares 22,367 Est. Cost $13.39 Unrealized +49.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $506 Shares 4,496 Est. Cost $78.57 Unrealized +45.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $499 Shares 5,584 Est. Cost $54.00 Unrealized +68.0%
ALTRA INDL MOTION CORP 0.0%
Value ($000) $496 Shares 14,750 Est. Cost $50.08 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $494 Shares 19,192 Est. Cost $34.35 Unrealized -5.9%
MDH ACQUISITION CORP 0.0%
Value ($000) $493 Shares 50,000 Est. Cost $9.91 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $488 Shares 9,066 Est. Cost $46.93 Unrealized +17.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $487 Shares 1,663 Est. Cost $241.85 Unrealized +22.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $486 Shares 7,086 Est. Cost $110.61 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $485 Shares 1,833 Est. Cost $118.58 Unrealized +104.6%
CSX CSX CORP 0.0%
Value ($000) $480 Shares 18,027 Est. Cost $25.15 Unrealized +17.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $473 Shares 2,254 Est. Cost $131.09 Unrealized +70.0%
FNLC FIRST BANCORP INC ME 0.0%
Value ($000) $472 Shares 17,150 Est. Cost $19.44 Unrealized +25.6%
CGBD CARLYLE SECURED LENDING INC 0.0%
Value ($000) $462 Shares 40,381 Est. Cost $6.16 Unrealized +45.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $462 Shares 1,856 Est. Cost $58.33 Unrealized +132.8%
SYY SYSCO CORP 0.0%
Value ($000) $462 Shares 6,533 Est. Cost $46.03 Unrealized +64.5%
CTVA CORTEVA INC 0.0%
Value ($000) $454 Shares 7,944 Est. Cost $26.22 Unrealized +114.2%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $441 Shares 9,703 Est. Cost $22.71 Unrealized +90.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $431 Shares 2,291 Est. Cost $179.01 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $428 Shares 6,917 Est. Cost $62.95 Unrealized -31.4%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $427 Shares 6,500 Est. Cost $47.87 Unrealized +45.5%
ALTEGRIS KKR COMMITMENTS MASTER FUND 0.0%
Value ($000) $423 Shares 1 Est. Cost $250000.00 Unrealized
INTU INTUIT 0.0%
Value ($000) $422 Shares 1,089 Est. Cost $279.18 Unrealized +51.4%
CRM SALESFORCE INC 0.0%
Value ($000) $417 Shares 2,898 Est. Cost $196.76 Unrealized -14.9%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $416 Shares 591 Est. Cost $27.73 Unrealized +68.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $415 Shares 2,778 Est. Cost $98.50 Unrealized +39.5%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $412 Shares 10,707 Est. Cost $59.20 Unrealized -21.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $407 Shares 5,392 Est. Cost $114.95 Unrealized -25.8%
CSL CARLISLE COS INC 0.0%
Value ($000) $404 Shares 1,440 Est. Cost $176.54 Unrealized +55.9%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $401 Shares 2,465 Est. Cost $139.53 Unrealized +22.3%
PSX PHILLIPS 66 0.0%
Value ($000) $400 Shares 4,951 Est. Cost $63.78 Unrealized +18.2%
IEFA ISHARES TR 0.0%
Value ($000) $396 Shares 7,524 Est. Cost $67.61 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $395 Shares 1,293 Est. Cost $334.05 Unrealized +4.1%
UNILEVER PLC 0.0%
Value ($000) $394 Shares 8,990 Est. Cost $59.72 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $390 Shares 1,767 Est. Cost $133.82 Unrealized +53.4%
TIDE ROCK YIELDCO LLC 934.43 UNITS 0.0%
Value ($000) $390 Shares 1 Est. Cost $350000.00 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $386 Shares 2,124 Est. Cost $118.47 Unrealized +53.4%
TQQQ PROSHARES TR 0.0%
Value ($000) $386 Shares 20,000 Est. Cost $19.30 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $382 Shares 3,008 Est. Cost $173.26 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $382 Shares 20,454 Est. Cost $33.97 Unrealized
ALTEGRIS MILLENNIUM LP 0.0%
Value ($000) $373 Shares 1 Est. Cost $559000.00 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $364 Shares 3,110 Est. Cost $133.88 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $362 Shares 1,197 Est. Cost $222.49 Unrealized +50.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $361 Shares 9,728 Est. Cost $25.98 Unrealized +30.2%
SRE SEMPRA 0.0%
Value ($000) $357 Shares 2,383 Est. Cost $54.58 Unrealized +32.8%
DEO DIAGEO PLC 0.0%
Value ($000) $353 Shares 2,083 Est. Cost $146.37 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $346 Shares 4,577 Est. Cost $86.68 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $339 Shares 2,070 Est. Cost $71.96 Unrealized +20.3%
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $337 Shares 6,305 Est. Cost $67.25 Unrealized
R&R INVESTMENTS LLC 0.0%
Value ($000) $333 Shares 1 Est. Cost $333000.00 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $324 Shares 8,880 Est. Cost $36.38 Unrealized +10.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $323 Shares 3,244 Est. Cost $73.92 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $319 Shares 2,733 Est. Cost $115.64 Unrealized +5.7%
USMV ISHARES TR 0.0%
Value ($000) $314 Shares 4,748 Est. Cost $68.81 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $313 Shares 2,369 Est. Cost $107.16 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $312 Shares 1,378 Est. Cost $105.62 Unrealized +107.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $310 Shares 2,385 Est. Cost $102.96 Unrealized +36.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $308 Shares 37,875 Est. Cost $26.84 Unrealized -66.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $306 Shares 4,966 Est. Cost $55.21 Unrealized +1.0%
ROST ROSS STORES INC 0.0%
Value ($000) $305 Shares 3,625 Est. Cost $68.53 Unrealized +19.3%
VERITION MULTI-STRATEGY LLC 0.0%
Value ($000) $300 Shares 1 Est. Cost $300000.00 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $291 Shares 4,000 Est. Cost $56.19 Unrealized +40.4%
DLN WISDOMTREE TR 0.0%
Value ($000) $287 Shares 5,190 Est. Cost $85.97 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $286 Shares 4,976 Est. Cost $62.98 Unrealized -1.7%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $284 Shares 2,345 Est. Cost $80.30 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $281 Shares 8,880 Est. Cost $36.93 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $281 Shares 8,669 Est. Cost $25.48 Unrealized +24.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $280 Shares 8,908 Est. Cost $69.08 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $280 Shares 1,151 Est. Cost $215.07 Unrealized +31.3%
ZTS ZOETIS INC 0.0%
Value ($000) $276 Shares 1,861 Est. Cost $179.73 Unrealized -10.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $275 Shares 894 Est. Cost $272.35 Unrealized
HROW HARROW HEALTH INC 0.0%
Value ($000) $274 Shares 22,730 Est. Cost $6.05 Unrealized +34.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $269 Shares 8,074 Est. Cost $24.27 Unrealized +29.7%
PII POLARIS INC 0.0%
Value ($000) $266 Shares 2,777 Est. Cost $103.59 Unrealized +8.2%
FDX FEDEX CORP 0.0%
Value ($000) $266 Shares 1,790 Est. Cost $147.49 Unrealized +32.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $264 Shares 2,480 Est. Cost $85.84 Unrealized +26.7%
DON WISDOMTREE TR 0.0%
Value ($000) $264 Shares 7,015 Est. Cost $34.82 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $262 Shares 6,808 Est. Cost $33.73 Unrealized +14.7%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $260 Shares 2,404 Est. Cost $157.50 Unrealized -24.3%
EXC EXELON CORP 0.0%
Value ($000) $259 Shares 6,918 Est. Cost $23.45 Unrealized +66.6%
VEEV VEEVA SYS INC 0.0%
Value ($000) $259 Shares 1,571 Est. Cost $150.82 Unrealized +32.5%
MKL MARKEL CORP 0.0%
Value ($000) $258 Shares 238 Est. Cost $1051.77 Unrealized +16.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $257 Shares 1,804 Est. Cost $164.07 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $257 Shares 3,818 Est. Cost $65.61 Unrealized +8.5%
NEO NEOGENOMICS INC 0.0%
Value ($000) $254 Shares 29,558 Est. Cost $7.38 Unrealized +34.5%
CNC CENTENE CORP DEL 0.0%
Value ($000) $253 Shares 3,252 Est. Cost $64.82 Unrealized +37.9%
HEI HEICO CORP NEW 0.0%
Value ($000) $250 Shares 1,735 Est. Cost $103.66 Unrealized +44.6%
NORTH CHARLESTON SENIOR LIVING LLC 0.0%
Value ($000) $250 Shares 1 Est. Cost $250000.00 Unrealized
VANTAGE MULTI-STRATEGY FUND LP 0.0%
Value ($000) $249 Shares 1 Est. Cost $250000.00 Unrealized
PACIFIC PREMIER BANCORP 0.0%
Value ($000) $249 Shares 8,039 Est. Cost $31.35 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $245 Shares 1,060 Est. Cost $193.56 Unrealized +52.4%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $245 Shares 5,532 Est. Cost $52.65 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $244 Shares 3,970 Est. Cost $41.76 Unrealized +45.3%
FTNT FORTINET INC 0.0%
Value ($000) $241 Shares 4,910 Est. Cost $56.12 Unrealized -3.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $241 Shares 1,753 Est. Cost $102.34 Unrealized +18.5%
STE STERIS PLC 0.0%
Value ($000) $240 Shares 1,442 Est. Cost $195.79 Unrealized +0.7%
USRT ISHARES TR 0.0%
Value ($000) $238 Shares 5,009 Est. Cost $67.58 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $237 Shares 3,675 Est. Cost $49.07 Unrealized +41.2%
IR INGERSOLL RAND INC 0.0%
Value ($000) $235 Shares 5,440 Est. Cost $32.03 Unrealized +46.5%
FTV FORTIVE CORP 0.0%
Value ($000) $234 Shares 4,014 Est. Cost $34.36 Unrealized +34.1%
DOCU DOCUSIGN INC 0.0%
Value ($000) $231 Shares 4,330 Est. Cost $64.83 Unrealized -3.3%
KMX CARMAX INC 0.0%
Value ($000) $227 Shares 3,440 Est. Cost $99.71 Unrealized -8.4%
KELLOGG CO 0.0%
Value ($000) $226 Shares 3,245 Est. Cost $61.15 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $226 Shares 462 Est. Cost $290.28 Unrealized +75.7%
WELLS FARGO CO NEW 0.0%
Value ($000) $225 Shares 187 Est. Cost $1449.20 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $222 Shares 19,793 Est. Cost $8.16 Unrealized +33.1%
INDA ISHARES TR 0.0%
Value ($000) $222 Shares 5,434 Est. Cost $40.37 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $219 Shares 810 Est. Cost $217.03 Unrealized +29.9%
ALLY ALLY FINL INC 0.0%
Value ($000) $217 Shares 7,790 Est. Cost $21.04 Unrealized +38.9%
EWS ISHARES INC 0.0%
Value ($000) $212 Shares 12,379 Est. Cost $18.74 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $211 Shares 980 Est. Cost $181.92 Unrealized +20.9%
FFBC FIRST FINL BANCORP OH 0.0%
Value ($000) $211 Shares 10,000 Est. Cost $11.41 Unrealized +65.9%
ATMP BARCLAYS BANK PLC 0.0%
Value ($000) $210 Shares 12,164 Est. Cost $16.61 Unrealized
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $210 Shares 5,879 Est. Cost $37.64 Unrealized +17.6%
IWD ISHARES TR 0.0%
Value ($000) $205 Shares 1,510 Est. Cost $113.65 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $203 Shares 1,933 Est. Cost $80.93 Unrealized +25.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $202 Shares 384 Est. Cost $344.47 Unrealized +46.0%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $196 Shares 10,000 Est. Cost $12.50 Unrealized +44.6%
LCNB LCNB CORP 0.0%
Value ($000) $190 Shares 11,953 Est. Cost $11.79 Unrealized +8.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $182 Shares 16,523 Est. Cost $11.01 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $160 Shares 13,933 Est. Cost $18.55 Unrealized -26.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $137 Shares 10,388 Est. Cost $11.20 Unrealized +2.0%
CECO CECO ENVIRONMENTAL CORP 0.0%
Value ($000) $106 Shares 11,957 Est. Cost $8.73 Unrealized -1.9%
CHICOS FAS INC 0.0%
Value ($000) $99 Shares 20,550 Est. Cost $1.37 Unrealized
PAYSAFE LIMITED 0.0%
Value ($000) $97 Shares 70,000 Est. Cost $13.50 Unrealized
PCYO PURE CYCLE CORP 0.0%
Value ($000) $90 Shares 10,750 Est. Cost $14.30 Unrealized -28.2%
INFU INFUSYSTEM HLDGS INC 0.0%
Value ($000) $87 Shares 12,500 Est. Cost $2.44 Unrealized +243.6%
VWDRY VESTAS WIND SYS AS 0.0%
Value ($000) $63 Shares 10,100 Est. Cost $21.27 Unrealized
HCMC HEALTHIER CHOICES MGMT CORP 0.0%
Value ($000) $47 Shares 233,315,486 Est. Cost $0.00 Unrealized -89.4%
GRACEWOOD COURT LLC CLASS B 0.0%
Value ($000) $41 Shares 41,100 Est. Cost $1.00 Unrealized
VINTAGE WINE ESTATES INC 0.0%
Value ($000) $28 Shares 10,000 Est. Cost $12.00 Unrealized
VERTICAL COMPUTER SYS INC COM NEW 0.0%
Value ($000) $16 Shares 1,000,000 Est. Cost $0.01 Unrealized
UNICYCIVE THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 15,625 Est. Cost $0.83 Unrealized
TTC TECHNOLOGY CORP COM 0.0%
Value ($000) $7 Shares 100,000 Est. Cost $0.07 Unrealized
SFRX SEAFARER EXPL CORP 0.0%
Value ($000) $7 Shares 2,400,000 Est. Cost $0.00 Unrealized +129.1%
CYDY CYTODYN INC 0.0%
Value ($000) $6 Shares 15,000 Est. Cost $3.48 Unrealized -82.0%
KALA PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $1.40 Unrealized
RVVTF REVIVE THERAPEUTICS LTD 0.0%
Value ($000) $2 Shares 10,345 Est. Cost $0.31 Unrealized 0.0%
RIM SEMICONDUCTOR CO COM 0.0%
Value ($000) $1 Shares 999,999 Est. Cost $0.00 Unrealized
EVENTURE INTERACTIVE INC COM 0.0%
Value ($000) $0 Shares 8,000,000 Est. Cost Unrealized
VPOR VAPOR GROUP INC 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.00 Unrealized -85.1%
MYRIAD ENTMT & RESORTS INC COM 0.0%
Value ($000) $0 Shares 55,000 Est. Cost Unrealized
MEDCOM USA INC COM NEW 0.0%
Value ($000) $0 Shares 150,000 Est. Cost Unrealized
APPLIED MINERALS INC 0.0%
Value ($000) $0 Shares 67,000 Est. Cost $0.03 Unrealized
CARD ACTIVATION TECHNOLOGIES COM 0.0%
Value ($000) $0 Shares 150,000 Est. Cost Unrealized