Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 15, 2023

Total Value ($000): $4,013,093 (100.0% shares, 0.0% debt)

Holdings (197)

AAPL APPLE INC 38.7%
Value ($000) $1,551,665 Shares 9,062,933 Est. Cost $180.49 Unrealized +0.5%
IVV ISHARES TR 10.0%
Value ($000) $402,534 Shares 937,367 Est. Cost $429.43 Unrealized
IWF ISHARES TR 8.5%
Value ($000) $342,693 Shares 1,288,369 Est. Cost $265.91 Unrealized
SPY SPDR S&P 500 ETF TR 8.5%
Value ($000) $340,350 Shares 796,179 Est. Cost $292.40 Unrealized
IJH ISHARES TR 5.4%
Value ($000) $215,273 Shares 863,335 Est. Cost $249.35 Unrealized
IJR ISHARES TR 5.0%
Value ($000) $199,666 Shares 2,116,673 Est. Cost $94.33 Unrealized
IWD ISHARES TR 2.3%
Value ($000) $94,223 Shares 620,620 Est. Cost $151.82 Unrealized
VTI VANGUARD INDEX FDS 1.5%
Value ($000) $62,091 Shares 292,317 Est. Cost $136.01 Unrealized
NKE NIKE INC 1.3%
Value ($000) $52,661 Shares 550,736 Est. Cost $98.28 Unrealized -0.0%
SCHB SCHWAB STRATEGIC TR 1.3%
Value ($000) $51,106 Shares 1,025,197 Est. Cost $55.42 Unrealized
SBUX STARBUCKS CORP 1.2%
Value ($000) $50,066 Shares 548,550 Est. Cost $92.46 Unrealized 0.0%
LLY ELI LILLY & CO 1.1%
Value ($000) $46,078 Shares 85,785 Est. Cost $501.68 Unrealized +1.0%
IEFA ISHARES TR 1.1%
Value ($000) $45,375 Shares 705,123 Est. Cost $64.35 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value ($000) $43,131 Shares 228,120 Est. Cost $187.22 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $34,844 Shares 274,101 Est. Cost $131.62 Unrealized +1.8%
MSFT MICROSOFT CORP 0.8%
Value ($000) $33,463 Shares 105,979 Est. Cost $244.23 Unrealized +32.9%
CSCO CISCO SYS INC 0.6%
Value ($000) $25,030 Shares 465,590 Est. Cost $49.81 Unrealized +1.0%
IEMG ISHARES INC 0.5%
Value ($000) $18,653 Shares 391,951 Est. Cost $47.59 Unrealized
ACWI ISHARES TR 0.5%
Value ($000) $18,639 Shares 201,790 Est. Cost $91.51 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $18,045 Shares 175,281 Est. Cost $78.20 Unrealized +27.7%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $18,034 Shares 50,336 Est. Cost $278.71 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $17,007 Shares 32 Est. Cost $318723.75 Unrealized +69.1%
INTC INTEL CORP 0.4%
Value ($000) $16,975 Shares 477,507 Est. Cost $34.26 Unrealized -0.1%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $15,398 Shares 265,301 Est. Cost $54.35 Unrealized 0.0%
IYG ISHARES TR 0.4%
Value ($000) $15,186 Shares 98,200 Est. Cost $154.64 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $11,280 Shares 77,779 Est. Cost $89.45 Unrealized +59.1%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $10,281 Shares 62,716 Est. Cost $125.51 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $9,789 Shares 63,000 Est. Cost $155.38 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $8,695 Shares 32,503 Est. Cost $212.53 Unrealized +48.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $8,692 Shares 66,424 Est. Cost $112.61 Unrealized +14.0%
GOOG ALPHABET INC 0.2%
Value ($000) $8,262 Shares 62,661 Est. Cost $113.03 Unrealized +14.2%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $8,141 Shares 35,346 Est. Cost $134.27 Unrealized +71.3%
AON AON PLC 0.2%
Value ($000) $7,939 Shares 24,486 Est. Cost $272.24 Unrealized +19.5%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $6,858 Shares 40,974 Est. Cost $152.39 Unrealized +2.0%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $6,450 Shares 27,436 Est. Cost $213.94 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $6,423 Shares 93,349 Est. Cost $54.47 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $6,374 Shares 27,133 Est. Cost $197.81 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $6,213 Shares 35,153 Est. Cost $157.56 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $6,208 Shares 177,413 Est. Cost $34.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $5,979 Shares 17,069 Est. Cost $215.46 Unrealized +64.7%
IWV ISHARES TR 0.1%
Value ($000) $5,420 Shares 22,119 Est. Cost $235.50 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $5,156 Shares 101,899 Est. Cost $54.79 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $4,823 Shares 67,007 Est. Cost $81.24 Unrealized 0.0%
RXST RXSIGHT INC 0.1%
Value ($000) $4,622 Shares 165,719 Est. Cost $29.82 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $4,521 Shares 42,473 Est. Cost $141.45 Unrealized -5.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $4,332 Shares 29,702 Est. Cost $72.20 Unrealized +99.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $4,022 Shares 38,927 Est. Cost $105.52 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $3,932 Shares 15,716 Est. Cost $228.67 Unrealized +12.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $3,776 Shares 22,023 Est. Cost $163.55 Unrealized
NET CLOUDFLARE INC 0.1%
Value ($000) $3,663 Shares 58,104 Est. Cost $73.05 Unrealized -12.4%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $3,621 Shares 65,594 Est. Cost $53.44 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $3,320 Shares 11,059 Est. Cost $202.92 Unrealized +47.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $3,281 Shares 8,287 Est. Cost $292.82 Unrealized +35.3%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,255 Shares 56,195 Est. Cost $57.93 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $3,179 Shares 44,000 Est. Cost $72.24 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $3,170 Shares 51,550 Est. Cost $71.92 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,816 Shares 5,585 Est. Cost $291.14 Unrealized +61.4%
EWJ ISHARES INC 0.1%
Value ($000) $2,771 Shares 45,961 Est. Cost $60.29 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $2,636 Shares 32,819 Est. Cost $82.19 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $2,629 Shares 6,044 Est. Cost $31.42 Unrealized +42.5%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,489 Shares 6,339 Est. Cost $236.78 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $2,231 Shares 50,314 Est. Cost $34.04 Unrealized +21.9%
IEF ISHARES TR 0.1%
Value ($000) $2,117 Shares 23,109 Est. Cost $91.59 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,114 Shares 16,418 Est. Cost $122.87 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,084 Shares 13,382 Est. Cost $119.24 Unrealized +28.6%
V VISA INC 0.0%
Value ($000) $1,911 Shares 8,307 Est. Cost $191.56 Unrealized +23.3%
NFLX NETFLIX INC 0.0%
Value ($000) $1,837 Shares 4,866 Est. Cost $36.01 Unrealized +17.7%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,822 Shares 36,091 Est. Cost $50.49 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,775 Shares 14,461 Est. Cost $111.81 Unrealized +2.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,761 Shares 3,479 Est. Cost $396.64 Unrealized +33.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1,640 Shares 102,483 Est. Cost $16.75 Unrealized -4.9%
ORCL ORACLE CORP 0.0%
Value ($000) $1,566 Shares 14,783 Est. Cost $62.40 Unrealized +80.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1,542 Shares 2,730 Est. Cost $393.65 Unrealized +35.2%
DVY ISHARES TR 0.0%
Value ($000) $1,448 Shares 13,455 Est. Cost $107.64 Unrealized
OIH VANECK ETF TRUST 0.0%
Value ($000) $1,314 Shares 3,808 Est. Cost $345.04 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $1,182 Shares 6,427 Est. Cost $172.40 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,117 Shares 19,106 Est. Cost $103.76 Unrealized -37.4%
HD HOME DEPOT INC 0.0%
Value ($000) $1,089 Shares 3,605 Est. Cost $204.87 Unrealized +47.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,085 Shares 9,058 Est. Cost $97.08 Unrealized +11.1%
UNP UNION PAC CORP 0.0%
Value ($000) $1,081 Shares 5,311 Est. Cost $156.47 Unrealized +31.8%
GDX VANECK ETF TRUST 0.0%
Value ($000) $1,079 Shares 40,112 Est. Cost $26.91 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,030 Shares 3,774 Est. Cost $118.37 Unrealized +120.9%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,030 Shares 7,356 Est. Cost $124.00 Unrealized +7.9%
FDX FEDEX CORP 0.0%
Value ($000) $988 Shares 3,729 Est. Cost $187.14 Unrealized +31.9%
ADBE ADOBE INC 0.0%
Value ($000) $966 Shares 1,894 Est. Cost $483.88 Unrealized +8.4%
BAC BANK AMERICA CORP 0.0%
Value ($000) $964 Shares 35,196 Est. Cost $24.71 Unrealized +12.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $962 Shares 8,666 Est. Cost $70.87 Unrealized +55.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $942 Shares 3,578 Est. Cost $125.54 Unrealized +114.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $942 Shares 3,223 Est. Cost $290.75 Unrealized +7.4%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $936 Shares 2,128 Est. Cost $528.54 Unrealized -21.3%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $911 Shares 3,346 Est. Cost $193.24 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $905 Shares 11,167 Est. Cost $128.88 Unrealized -35.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $858 Shares 3,319 Est. Cost $225.30 Unrealized +14.6%
IHI ISHARES TR 0.0%
Value ($000) $841 Shares 17,341 Est. Cost $99.62 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $832 Shares 5,230 Est. Cost $121.48 Unrealized +30.8%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $803 Shares 5,254 Est. Cost $285.21 Unrealized -42.9%
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $778 Shares 20,316 Est. Cost $68.04 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $760 Shares 8,549 Est. Cost $56.38 Unrealized +51.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $742 Shares 902 Est. Cost $661.27 Unrealized +18.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $737 Shares 3,145 Est. Cost $93.22 Unrealized +26.9%
WDAY WORKDAY INC 0.0%
Value ($000) $735 Shares 3,422 Est. Cost $228.50 Unrealized +1.5%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $731 Shares 867 Est. Cost $544.60 Unrealized +37.7%
FTNT FORTINET INC 0.0%
Value ($000) $729 Shares 12,429 Est. Cost $66.20 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $721 Shares 7,112 Est. Cost $84.65 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $719 Shares 233 Est. Cost $1835.57 Unrealized +62.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $718 Shares 392 Est. Cost $25.43 Unrealized +53.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $699 Shares 17,102 Est. Cost $39.33 Unrealized +3.4%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $682 Shares 54,072 Est. Cost $13.34 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $675 Shares 5,977 Est. Cost $99.60 Unrealized +12.3%
PAVE GLOBAL X FDS 0.0%
Value ($000) $674 Shares 22,181 Est. Cost $28.37 Unrealized
FLCA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $673 Shares 22,343 Est. Cost $30.11 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $664 Shares 10,310 Est. Cost $59.47 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $661 Shares 5,292 Est. Cost $102.73 Unrealized +22.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $661 Shares 2,151 Est. Cost $193.65 Unrealized +57.2%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $659 Shares 8,853 Est. Cost $77.52 Unrealized +0.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $647 Shares 1,770 Est. Cost $317.57 Unrealized +21.5%
AMGN AMGEN INC 0.0%
Value ($000) $623 Shares 2,318 Est. Cost $168.00 Unrealized +38.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $617 Shares 3,080 Est. Cost $212.78 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $609 Shares 5,508 Est. Cost $62.00 Unrealized +43.0%
KO COCA COLA CO 0.0%
Value ($000) $605 Shares 10,806 Est. Cost $39.93 Unrealized +39.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $601 Shares 3,433 Est. Cost $124.72 Unrealized +41.9%
AVGO BROADCOM INC 0.0%
Value ($000) $594 Shares 715 Est. Cost $64.65 Unrealized +29.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $587 Shares 2,073 Est. Cost $226.58 Unrealized +21.3%
WMT WALMART INC 0.0%
Value ($000) $586 Shares 3,666 Est. Cost $41.69 Unrealized +24.3%
XYL XYLEM INC 0.0%
Value ($000) $585 Shares 6,426 Est. Cost $101.96 Unrealized -1.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $571 Shares 6,173 Est. Cost $60.42 Unrealized +42.6%
IWN ISHARES TR 0.0%
Value ($000) $555 Shares 4,093 Est. Cost $136.69 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $530 Shares 61,364 Est. Cost $12.25 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $511 Shares 12,680 Est. Cost $56.00 Unrealized -24.1%
WAB WABTEC 0.0%
Value ($000) $507 Shares 4,770 Est. Cost $93.48 Unrealized +17.7%
NVS NOVARTIS AG 0.0%
Value ($000) $505 Shares 4,956 Est. Cost $90.50 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $501 Shares 4,263 Est. Cost $78.99 Unrealized +27.9%
CRM SALESFORCE INC 0.0%
Value ($000) $495 Shares 2,443 Est. Cost $145.95 Unrealized +46.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $493 Shares 13,331 Est. Cost $37.09 Unrealized +14.1%
IBB ISHARES TR 0.0%
Value ($000) $486 Shares 3,974 Est. Cost $122.29 Unrealized
SEAGEN INC 0.0%
Value ($000) $467 Shares 2,200 Est. Cost $154.55 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $461 Shares 2,719 Est. Cost $110.57 Unrealized +51.2%
ABT ABBOTT LABS 0.0%
Value ($000) $456 Shares 4,707 Est. Cost $82.56 Unrealized +21.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $454 Shares 1,042 Est. Cost $314.69 Unrealized +38.8%
NOW SERVICENOW INC 0.0%
Value ($000) $444 Shares 795 Est. Cost $114.08 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $443 Shares 1,889 Est. Cost $234.06 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $441 Shares 1,396 Est. Cost $266.40 Unrealized +25.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $437 Shares 4,250 Est. Cost $106.59 Unrealized +1.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $436 Shares 2,217 Est. Cost $91.47 Unrealized +112.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $432 Shares 11,584 Est. Cost $35.76 Unrealized +9.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $427 Shares 3,064 Est. Cost $77.21 Unrealized +55.9%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $421 Shares 3,983 Est. Cost $173.58 Unrealized -18.4%
ARKK ARK ETF TR 0.0%
Value ($000) $416 Shares 10,496 Est. Cost $39.67 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $408 Shares 7,429 Est. Cost $67.33 Unrealized -13.2%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $408 Shares 993 Est. Cost $278.89 Unrealized +56.4%
GUNR FLEXSHARES TR 0.0%
Value ($000) $406 Shares 10,035 Est. Cost $32.76 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $401 Shares 4,532 Est. Cost $73.16 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $389 Shares 6,215 Est. Cost $59.09 Unrealized +4.9%
ABBV ABBVIE INC 0.0%
Value ($000) $384 Shares 2,574 Est. Cost $69.02 Unrealized +96.1%
IYW ISHARES TR 0.0%
Value ($000) $377 Shares 3,596 Est. Cost $114.27 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $365 Shares 6,684 Est. Cost $48.90 Unrealized +23.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $352 Shares 2,087 Est. Cost $100.15 Unrealized +45.5%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $346 Shares 834 Est. Cost $442.16 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.0%
Value ($000) $346 Shares 19,748 Est. Cost $20.92 Unrealized
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $340 Shares 23,298 Est. Cost $19.02 Unrealized
INTU INTUIT 0.0%
Value ($000) $338 Shares 662 Est. Cost $498.82 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $334 Shares 3,438 Est. Cost $84.51 Unrealized +21.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $323 Shares 2,136 Est. Cost $132.62 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $317 Shares 730 Est. Cost $416.71 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $311 Shares 1,253 Est. Cost $220.19 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $309 Shares 3,419 Est. Cost $88.01 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $307 Shares 1,663 Est. Cost $143.58 Unrealized +21.1%
NFRA FLEXSHARES TR 0.0%
Value ($000) $304 Shares 6,275 Est. Cost $54.37 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $302 Shares 9,110 Est. Cost $38.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $292 Shares 839 Est. Cost $349.73 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $291 Shares 6,919 Est. Cost $44.90 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $290 Shares 3,547 Est. Cost $60.81 Unrealized +32.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $283 Shares 4,162 Est. Cost $58.16 Unrealized +14.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $275 Shares 568 Est. Cost $454.51 Unrealized +6.2%
C CITIGROUP INC 0.0%
Value ($000) $274 Shares 6,670 Est. Cost $49.65 Unrealized -18.5%
XBI SPDR SER TR 0.0%
Value ($000) $274 Shares 3,755 Est. Cost $76.21 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $273 Shares 1,365 Est. Cost $194.95 Unrealized +1.6%
ANSYS INC 0.0%
Value ($000) $258 Shares 868 Est. Cost $241.59 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $253 Shares 1,186 Est. Cost $209.69 Unrealized 0.0%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $252 Shares 30,000 Est. Cost $8.41 Unrealized
GLW CORNING INC 0.0%
Value ($000) $250 Shares 8,199 Est. Cost $33.34 Unrealized -7.9%
FNV FRANCO NEV CORP 0.0%
Value ($000) $248 Shares 1,860 Est. Cost $130.41 Unrealized +6.0%
PFE PFIZER INC 0.0%
Value ($000) $246 Shares 7,404 Est. Cost $25.77 Unrealized +18.6%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $244 Shares 269 Est. Cost $62.73 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $243 Shares 2,618 Est. Cost $97.14 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $241 Shares 1,605 Est. Cost $73.30 Unrealized +104.7%
WCLD WISDOMTREE TR 0.0%
Value ($000) $239 Shares 8,067 Est. Cost $38.20 Unrealized
SAP SAP SE 0.0%
Value ($000) $238 Shares 1,839 Est. Cost $129.32 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $226 Shares 1,482 Est. Cost $156.02 Unrealized 0.0%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $222 Shares 1,550 Est. Cost $134.05 Unrealized +9.2%
EOG EOG RES INC 0.0%
Value ($000) $221 Shares 1,743 Est. Cost $117.17 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $215 Shares 2,350 Est. Cost $83.52 Unrealized 0.0%
WWD WOODWARD INC 0.0%
Value ($000) $206 Shares 1,658 Est. Cost $123.02 Unrealized 0.0%
NUVEEN NEW YORK QLT MUN INC 0.0%
Value ($000) $194 Shares 20,093 Est. Cost $10.68 Unrealized
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $132 Shares 10,400 Est. Cost $5.79 Unrealized +69.3%
DRTS ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $55 Shares 14,500 Est. Cost $3.49 Unrealized +5.1%
DRTSW ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $20 Shares 80,000 Est. Cost $0.28 Unrealized