NewEdge Wealth, LLC Diversified Active

CIK: 0001861796 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $1,006,011 (100.0% shares, 0.0% debt)

Holdings (291)

MSFT MICROSOFT CORP 4.5%
Value ($000) $45,682 Shares 193,757 Est. Cost $217.92 Unrealized +2.3%
SPY SPDR S&P 500 ETF TR 3.9%
Value ($000) $39,271 Shares 99,086 Est. Cost $386.29 Unrealized
IWF ISHARES TR 3.5%
Value ($000) $35,368 Shares 145,523 Est. Cost $241.99 Unrealized
EFA ISHARES TR 2.8%
Value ($000) $28,382 Shares 374,093 Est. Cost $74.72 Unrealized
VTV VANGUARD INDEX FDS 2.8%
Value ($000) $28,021 Shares 213,152 Est. Cost $127.61 Unrealized
AMZN AMAZON COM INC 2.7%
Value ($000) $26,934 Shares 8,705 Est. Cost $158.81 Unrealized -0.2%
GOOGL ALPHABET INC 2.4%
Value ($000) $24,230 Shares 11,748 Est. Cost $93.73 Unrealized +4.5%
META FACEBOOK INC 2.0%
Value ($000) $20,321 Shares 68,993 Est. Cost $268.69 Unrealized -0.5%
AAPL APPLE INC 2.0%
Value ($000) $19,936 Shares 163,207 Est. Cost $122.61 Unrealized +2.0%
USIG ISHARES TR 1.8%
Value ($000) $18,543 Shares 314,083 Est. Cost $60.62 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.8%
Value ($000) $18,288 Shares 372,389 Est. Cost $47.90 Unrealized
HD HOME DEPOT INC 1.7%
Value ($000) $16,656 Shares 54,564 Est. Cost $243.88 Unrealized +0.2%
IEMG ISHARES INC 1.6%
Value ($000) $16,135 Shares 250,704 Est. Cost $63.05 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.5%
Value ($000) $15,461 Shares 297,050 Est. Cost $51.22 Unrealized
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $14,224 Shares 38,230 Est. Cost $316.31 Unrealized +1.1%
VUG VANGUARD INDEX FDS 1.3%
Value ($000) $12,727 Shares 49,514 Est. Cost $255.06 Unrealized
IEFA ISHARES TR 1.2%
Value ($000) $11,868 Shares 164,724 Est. Cost $70.14 Unrealized
VOT VANGUARD INDEX FDS 1.0%
Value ($000) $10,528 Shares 49,062 Est. Cost $213.42 Unrealized
V VISA INC 1.0%
Value ($000) $10,230 Shares 48,318 Est. Cost $201.56 Unrealized +0.8%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $10,125 Shares 36,652 Est. Cost $231.86 Unrealized +4.1%
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $9,915 Shares 183,229 Est. Cost $44.00 Unrealized +4.9%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $9,037 Shares 59,364 Est. Cost $118.61 Unrealized +7.3%
MDT MEDTRONIC PLC 0.9%
Value ($000) $8,896 Shares 75,305 Est. Cost $98.30 Unrealized +3.5%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $8,801 Shares 46,567 Est. Cost $146.66 Unrealized +3.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $8,666 Shares 18,230 Est. Cost $471.74 Unrealized -0.9%
AMP AMERIPRISE FINL INC 0.9%
Value ($000) $8,621 Shares 37,087 Est. Cost $190.67 Unrealized +5.3%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $8,524 Shares 51,866 Est. Cost $136.87 Unrealized +2.9%
TJX TJX COS INC NEW 0.8%
Value ($000) $8,511 Shares 128,664 Est. Cost $60.55 Unrealized +2.9%
JEF JEFFERIES FINL GROUP INC 0.8%
Value ($000) $8,460 Shares 281,052 Est. Cost $23.42 Unrealized 0.0%
INTC INTEL CORP 0.8%
Value ($000) $8,396 Shares 131,183 Est. Cost $51.25 Unrealized +5.5%
IJR ISHARES TR 0.8%
Value ($000) $8,332 Shares 76,772 Est. Cost $101.99 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $8,296 Shares 18,177 Est. Cost $468.66 Unrealized +0.5%
KO COCA COLA CO 0.8%
Value ($000) $8,117 Shares 153,991 Est. Cost $43.64 Unrealized -0.6%
SCHP SCHWAB STRATEGIC TR 0.8%
Value ($000) $7,983 Shares 130,522 Est. Cost $61.51 Unrealized
LINDE PLC 0.8%
Value ($000) $7,649 Shares 27,306 Est. Cost $275.59 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $7,519 Shares 33,546 Est. Cost $191.82 Unrealized -0.3%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $7,496 Shares 28,239 Est. Cost $231.58 Unrealized +1.3%
PH PARKER-HANNIFIN CORP 0.7%
Value ($000) $7,409 Shares 23,487 Est. Cost $259.15 Unrealized +4.4%
UNP UNION PAC CORP 0.7%
Value ($000) $7,408 Shares 33,611 Est. Cost $185.33 Unrealized +1.5%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $7,387 Shares 54,541 Est. Cost $117.71 Unrealized -1.7%
DHR DANAHER CORPORATION 0.7%
Value ($000) $7,333 Shares 32,581 Est. Cost $198.05 Unrealized +0.3%
CB CHUBB LIMITED 0.7%
Value ($000) $7,302 Shares 46,225 Est. Cost $144.54 Unrealized +4.0%
IWD ISHARES TR 0.7%
Value ($000) $6,917 Shares 45,643 Est. Cost $136.74 Unrealized
LOW LOWES COS INC 0.7%
Value ($000) $6,562 Shares 34,505 Est. Cost $154.18 Unrealized +1.8%
SLM SLM CORP 0.6%
Value ($000) $6,489 Shares 361,126 Est. Cost $15.17 Unrealized 0.0%
JNK SPDR SER TR 0.6%
Value ($000) $6,478 Shares 59,538 Est. Cost $108.81 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value ($000) $6,414 Shares 12,644 Est. Cost $30.75 Unrealized +0.7%
BLACKROCK INC 0.6%
Value ($000) $6,389 Shares 8,475 Est. Cost $744.88 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $6,307 Shares 76,175 Est. Cost $89.19 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $6,302 Shares 47,448 Est. Cost $130.99 Unrealized
IWS ISHARES TR 0.6%
Value ($000) $6,167 Shares 56,422 Est. Cost $104.44 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $6,167 Shares 47,422 Est. Cost $134.32 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $6,166 Shares 91,717 Est. Cost $68.26 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $6,065 Shares 24,378 Est. Cost $202.19 Unrealized +1.2%
CRM SALESFORCE COM INC 0.6%
Value ($000) $6,008 Shares 28,355 Est. Cost $226.25 Unrealized -2.8%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $5,873 Shares 24,568 Est. Cost $194.37 Unrealized -1.1%
HON HONEYWELL INTL INC 0.6%
Value ($000) $5,756 Shares 26,518 Est. Cost $172.90 Unrealized +2.2%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $5,542 Shares 41,480 Est. Cost $105.71 Unrealized 0.0%
VFC V F CORP 0.5%
Value ($000) $5,528 Shares 69,164 Est. Cost $80.78 Unrealized +0.5%
MUB ISHARES TR 0.5%
Value ($000) $5,427 Shares 46,765 Est. Cost $116.20 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $5,359 Shares 200,195 Est. Cost $28.00 Unrealized
EVR EVERCORE INC 0.5%
Value ($000) $5,348 Shares 40,597 Est. Cost $111.29 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $5,191 Shares 14,050 Est. Cost $305.32 Unrealized -1.8%
NVS NOVARTIS AG 0.5%
Value ($000) $5,071 Shares 59,320 Est. Cost $88.10 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value ($000) $4,988 Shares 44,662 Est. Cost $104.12 Unrealized +2.3%
L BRANDS INC 0.5%
Value ($000) $4,872 Shares 78,753 Est. Cost $61.86 Unrealized
IGF ISHARES TR 0.5%
Value ($000) $4,791 Shares 106,310 Est. Cost $44.53 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $4,754 Shares 214,839 Est. Cost $22.16 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $4,726 Shares 7,940 Est. Cost $595.21 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,614 Shares 6,252 Est. Cost $227.69 Unrealized +0.2%
DEO DIAGEO PLC 0.4%
Value ($000) $4,406 Shares 26,829 Est. Cost $162.42 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $4,314 Shares 57,061 Est. Cost $67.97 Unrealized +1.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $4,148 Shares 53,682 Est. Cost $63.47 Unrealized +2.8%
AGG ISHARES TR 0.4%
Value ($000) $3,973 Shares 34,905 Est. Cost $114.92 Unrealized
F FORD MTR CO DEL 0.4%
Value ($000) $3,917 Shares 319,726 Est. Cost $8.68 Unrealized 0.0%
TFC TRUIST FINL CORP 0.4%
Value ($000) $3,660 Shares 62,756 Est. Cost $41.23 Unrealized +5.7%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $3,621 Shares 21,303 Est. Cost $133.47 Unrealized -1.1%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $3,520 Shares 17,372 Est. Cost $189.35 Unrealized -2.6%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $3,486 Shares 27,416 Est. Cost $119.66 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $3,236 Shares 32,575 Est. Cost $88.13 Unrealized -0.3%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $3,232 Shares 11,112 Est. Cost $246.07 Unrealized +3.6%
CRANE CO 0.3%
Value ($000) $3,230 Shares 34,392 Est. Cost $89.13 Unrealized
IDXX IDEXX LABS INC 0.3%
Value ($000) $3,140 Shares 6,418 Est. Cost $501.01 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3,128 Shares 50,839 Est. Cost $61.54 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $2,958 Shares 13,817 Est. Cost $196.82 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,918 Shares 8,279 Est. Cost $334.69 Unrealized -1.5%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $2,730 Shares 11,143 Est. Cost $180.35 Unrealized +4.6%
ALEXION PHARMACEUTICALS INC 0.3%
Value ($000) $2,719 Shares 17,780 Est. Cost $152.92 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $2,677 Shares 6,472 Est. Cost $368.70 Unrealized +4.7%
ASPEN TECHNOLOGY INC 0.3%
Value ($000) $2,665 Shares 18,462 Est. Cost $137.89 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $2,524 Shares 29,799 Est. Cost $68.81 Unrealized -1.9%
NFLX NETFLIX INC 0.2%
Value ($000) $2,417 Shares 4,633 Est. Cost $52.46 Unrealized +1.1%
PFF ISHARES TR 0.2%
Value ($000) $2,399 Shares 62,473 Est. Cost $38.42 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $2,397 Shares 43,862 Est. Cost $54.65 Unrealized
FCN FTI CONSULTING INC 0.2%
Value ($000) $2,386 Shares 17,032 Est. Cost $113.21 Unrealized +4.6%
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,370 Shares 91,664 Est. Cost $25.87 Unrealized
SE SEA LTD 0.2%
Value ($000) $2,335 Shares 10,460 Est. Cost $223.23 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,271 Shares 27,525 Est. Cost $82.72 Unrealized
AM ANTERO MIDSTREAM CORP 0.2%
Value ($000) $2,157 Shares 238,898 Est. Cost $5.90 Unrealized 0.0%
EMB ISHARES TR 0.2%
Value ($000) $2,096 Shares 19,252 Est. Cost $113.38 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $2,061 Shares 16,927 Est. Cost $120.71 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $2,051 Shares 54,352 Est. Cost $34.57 Unrealized 0.0%
LAZARD LTD 0.2%
Value ($000) $2,006 Shares 46,107 Est. Cost $43.51 Unrealized
XYZ SQUARE INC 0.2%
Value ($000) $2,006 Shares 8,836 Est. Cost $233.92 Unrealized 0.0%
EME EMCOR GROUP INC 0.2%
Value ($000) $1,982 Shares 17,670 Est. Cost $86.69 Unrealized +13.7%
BLACKROCK 2022 GBL INCM OPP 0.2%
Value ($000) $1,980 Shares 215,918 Est. Cost $9.10 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $1,968 Shares 4,057 Est. Cost $428.54 Unrealized +4.1%
GGG GRACO INC 0.2%
Value ($000) $1,933 Shares 26,987 Est. Cost $64.45 Unrealized +3.5%
MTCH MATCH GROUP INC NEW 0.2%
Value ($000) $1,886 Shares 13,729 Est. Cost $146.86 Unrealized 0.0%
HYG ISHARES TR 0.2%
Value ($000) $1,878 Shares 21,545 Est. Cost $87.26 Unrealized
FHB FIRST HAWAIIAN INC 0.2%
Value ($000) $1,869 Shares 68,279 Est. Cost $18.06 Unrealized +19.3%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,866 Shares 13,838 Est. Cost $118.96 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $1,864 Shares 12,288 Est. Cost $145.11 Unrealized -1.1%
PRI PRIMERICA INC 0.2%
Value ($000) $1,786 Shares 12,084 Est. Cost $131.65 Unrealized +8.9%
SSD SIMPSON MFG INC 0.2%
Value ($000) $1,784 Shares 17,195 Est. Cost $92.78 Unrealized +3.7%
MBB ISHARES TR 0.2%
Value ($000) $1,728 Shares 15,937 Est. Cost $109.03 Unrealized
QRVO QORVO INC 0.2%
Value ($000) $1,696 Shares 9,282 Est. Cost $175.57 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.2%
Value ($000) $1,652 Shares 9,677 Est. Cost $160.57 Unrealized +3.4%
TTC TORO CO 0.2%
Value ($000) $1,649 Shares 15,989 Est. Cost $92.83 Unrealized +7.7%
ATHM AUTOHOME INC 0.2%
Value ($000) $1,634 Shares 17,524 Est. Cost $98.43 Unrealized
THO THOR INDS INC 0.2%
Value ($000) $1,625 Shares 12,057 Est. Cost $109.80 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.2%
Value ($000) $1,546 Shares 5,334 Est. Cost $271.37 Unrealized +2.4%
TER TERADYNE INC 0.1%
Value ($000) $1,509 Shares 12,404 Est. Cost $118.36 Unrealized +4.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,480 Shares 8,806 Est. Cost $166.79 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $1,480 Shares 12,611 Est. Cost $107.34 Unrealized +12.8%
RLI RLI CORP 0.1%
Value ($000) $1,467 Shares 13,145 Est. Cost $42.22 Unrealized +4.6%
GOOG ALPHABET INC 0.1%
Value ($000) $1,450 Shares 701 Est. Cost $98.47 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $1,443 Shares 2,886 Est. Cost $105.57 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,408 Shares 4,562 Est. Cost $308.21 Unrealized -2.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,395 Shares 25,600 Est. Cost $55.80 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,336 Shares 15,764 Est. Cost $87.13 Unrealized
GOLF ACUSHNET HOLDINGS CORP 0.1%
Value ($000) $1,334 Shares 32,265 Est. Cost $39.28 Unrealized +8.4%
WTS WATTS WATER TECHNOLOGIES INC 0.1%
Value ($000) $1,332 Shares 11,207 Est. Cost $117.56 Unrealized +3.7%
CDW CDW CORP 0.1%
Value ($000) $1,316 Shares 7,939 Est. Cost $140.79 Unrealized 0.0%
MSCI MSCI INC 0.1%
Value ($000) $1,306 Shares 3,116 Est. Cost $394.25 Unrealized +1.3%
BYD BOYD GAMING CORP 0.1%
Value ($000) $1,284 Shares 21,770 Est. Cost $52.16 Unrealized 0.0%
COOPER COS INC 0.1%
Value ($000) $1,282 Shares 3,337 Est. Cost $384.18 Unrealized
RBC RBC BEARINGS INC 0.1%
Value ($000) $1,259 Shares 6,400 Est. Cost $169.73 Unrealized +10.8%
POOL POOL CORP 0.1%
Value ($000) $1,258 Shares 3,645 Est. Cost $328.73 Unrealized -0.0%
PLUG PLUG POWER INC 0.1%
Value ($000) $1,203 Shares 33,577 Est. Cost $45.58 Unrealized +13.1%
APAM ARTISAN PARTNERS ASSET MGMT 0.1%
Value ($000) $1,189 Shares 22,785 Est. Cost $31.19 Unrealized +6.2%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $1,187 Shares 1,923 Est. Cost $624.87 Unrealized 0.0%
WRB BERKLEY W R CORP 0.1%
Value ($000) $1,181 Shares 15,671 Est. Cost $27.39 Unrealized 0.0%
SHM SPDR SER TR 0.1%
Value ($000) $1,163 Shares 23,472 Est. Cost $49.68 Unrealized
MC MOELIS & CO 0.1%
Value ($000) $1,128 Shares 20,551 Est. Cost $31.93 Unrealized +23.5%
NDSN NORDSON CORP 0.1%
Value ($000) $1,107 Shares 5,570 Est. Cost $184.32 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.1%
Value ($000) $1,107 Shares 6,454 Est. Cost $164.77 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,096 Shares 22,330 Est. Cost $37.90 Unrealized
INTU INTUIT 0.1%
Value ($000) $1,087 Shares 2,837 Est. Cost $373.72 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,086 Shares 5,885 Est. Cost $180.17 Unrealized 0.0%
TWLO TWILIO INC 0.1%
Value ($000) $1,084 Shares 3,180 Est. Cost $374.56 Unrealized 0.0%
INFL LISTED FD TR 0.1%
Value ($000) $1,066 Shares 39,325 Est. Cost $27.11 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $1,049 Shares 14,356 Est. Cost $17.53 Unrealized 0.0%
LII LENNOX INTL INC 0.1%
Value ($000) $1,043 Shares 3,348 Est. Cost $272.88 Unrealized 0.0%
DGRO ISHARES TR 0.1%
Value ($000) $1,023 Shares 21,200 Est. Cost $48.25 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $1,022 Shares 8,134 Est. Cost $108.27 Unrealized 0.0%
TRMB TRIMBLE INC 0.1%
Value ($000) $1,017 Shares 13,070 Est. Cost $72.23 Unrealized 0.0%
CGNX COGNEX CORP 0.1%
Value ($000) $1,013 Shares 12,205 Est. Cost $80.80 Unrealized 0.0%
EZU ISHARES INC 0.1%
Value ($000) $987 Shares 21,250 Est. Cost $45.71 Unrealized
IHF ISHARES TR 0.1%
Value ($000) $982 Shares 3,899 Est. Cost $246.61 Unrealized
CPRT COPART INC 0.1%
Value ($000) $981 Shares 9,030 Est. Cost $28.19 Unrealized 0.0%
PSMT PRICESMART INC 0.1%
Value ($000) $970 Shares 10,030 Est. Cost $80.04 Unrealized +12.6%
PSCT INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $970 Shares 7,062 Est. Cost $132.70 Unrealized
HYD VANECK VECTORS ETF TR 0.1%
Value ($000) $969 Shares 15,589 Est. Cost $61.94 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $955 Shares 1,430 Est. Cost $251.06 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $950 Shares 10,397 Est. Cost $92.56 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $943 Shares 27,682 Est. Cost $34.07 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $939 Shares 2,620 Est. Cost $358.40 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $929 Shares 5,129 Est. Cost $170.61 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $900 Shares 6,391 Est. Cost $116.48 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $881 Shares 7,231 Est. Cost $105.23 Unrealized +1.7%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $877 Shares 6,166 Est. Cost $127.60 Unrealized 0.0%
FLIR SYS INC 0.1%
Value ($000) $862 Shares 15,267 Est. Cost $56.46 Unrealized
BSY BENTLEY SYS INC 0.1%
Value ($000) $855 Shares 18,217 Est. Cost $44.79 Unrealized 0.0%
PRKS SEAWORLD ENTMT INC 0.1%
Value ($000) $854 Shares 17,184 Est. Cost $39.62 Unrealized 0.0%
IAC INTERACTIVECORP NEW 0.1%
Value ($000) $852 Shares 3,939 Est. Cost $216.30 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $840 Shares 1,361 Est. Cost $617.19 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $838 Shares 12,349 Est. Cost $64.07 Unrealized
ATR APTARGROUP INC 0.1%
Value ($000) $823 Shares 5,806 Est. Cost $123.92 Unrealized +4.4%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $810 Shares 1,495 Est. Cost $552.79 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $804 Shares 27,300 Est. Cost $30.75 Unrealized 0.0%
II-VI INC 0.1%
Value ($000) $795 Shares 11,623 Est. Cost $68.40 Unrealized
NKE NIKE INC 0.1%
Value ($000) $770 Shares 5,797 Est. Cost $129.56 Unrealized 0.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $770 Shares 1,675 Est. Cost $482.26 Unrealized 0.0%
SEAGEN INC 0.1%
Value ($000) $767 Shares 5,524 Est. Cost $138.85 Unrealized
ISHARES GOLD TR 0.1%
Value ($000) $752 Shares 46,256 Est. Cost $16.26 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $752 Shares 18,239 Est. Cost $43.77 Unrealized 0.0%
FARO TECHNOLOGIES INC 0.1%
Value ($000) $735 Shares 8,488 Est. Cost $86.59 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $731 Shares 2,772 Est. Cost $263.71 Unrealized
ANSYS INC 0.1%
Value ($000) $731 Shares 2,154 Est. Cost $339.37 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $727 Shares 657 Est. Cost $120.82 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $724 Shares 9,878 Est. Cost $70.28 Unrealized
DUCK CREEK TECHNOLOGIES INC 0.1%
Value ($000) $692 Shares 15,336 Est. Cost $45.12 Unrealized
FINX GLOBAL X FDS 0.1%
Value ($000) $687 Shares 15,576 Est. Cost $44.93 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $672 Shares 7,849 Est. Cost $77.92 Unrealized 0.0%
EXPO EXPONENT INC 0.1%
Value ($000) $665 Shares 6,825 Est. Cost $88.68 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $664 Shares 1,366 Est. Cost $475.37 Unrealized 0.0%
ROL ROLLINS INC 0.1%
Value ($000) $642 Shares 18,640 Est. Cost $33.68 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $635 Shares 1,941 Est. Cost $242.66 Unrealized +14.1%
TLS TELOS CORP MD 0.1%
Value ($000) $633 Shares 16,704 Est. Cost $35.24 Unrealized 0.0%
Z ZILLOW GROUP INC 0.1%
Value ($000) $629 Shares 4,855 Est. Cost $148.38 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $621 Shares 755 Est. Cost $86.33 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $620 Shares 11,984 Est. Cost $35.27 Unrealized +15.1%
AMYRIS INC 0.1%
Value ($000) $615 Shares 32,216 Est. Cost $19.09 Unrealized
CUBIC CORP 0.1%
Value ($000) $590 Shares 7,918 Est. Cost $74.51 Unrealized
DCI DONALDSON INC 0.1%
Value ($000) $569 Shares 9,791 Est. Cost $51.19 Unrealized +8.1%
AMBA AMBARELLA INC 0.1%
Value ($000) $569 Shares 5,672 Est. Cost $108.86 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC 0.1%
Value ($000) $564 Shares 5,903 Est. Cost $97.38 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $562 Shares 1,188 Est. Cost $484.19 Unrealized 0.0%
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $548 Shares 4,725 Est. Cost $116.85 Unrealized 0.0%
FORM FORMFACTOR INC 0.1%
Value ($000) $546 Shares 12,110 Est. Cost $45.48 Unrealized 0.0%
WERN WERNER ENTERPRISES INC 0.1%
Value ($000) $543 Shares 11,513 Est. Cost $43.49 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $542 Shares 4,639 Est. Cost $116.84 Unrealized
ATLASSIAN CORP PLC 0.1%
Value ($000) $528 Shares 2,505 Est. Cost $210.78 Unrealized
WMG WARNER MUSIC GROUP CORP 0.1%
Value ($000) $526 Shares 15,334 Est. Cost $32.13 Unrealized 0.0%
MSGS MADISON SQUARE GRDN SPRT COR 0.1%
Value ($000) $526 Shares 2,933 Est. Cost $184.33 Unrealized 0.0%
ROG ROGERS CORP 0.1%
Value ($000) $515 Shares 2,734 Est. Cost $178.59 Unrealized 0.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $513 Shares 1,335 Est. Cost $407.75 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $501 Shares 1,080 Est. Cost $41.65 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $497 Shares 8,175 Est. Cost $55.90 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $484 Shares 3,124 Est. Cost $141.13 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $482 Shares 10,925 Est. Cost $44.12 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $482 Shares 3,060 Est. Cost $151.67 Unrealized 0.0%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $476 Shares 4,361 Est. Cost $106.37 Unrealized 0.0%
LASR NLIGHT INC 0.0%
Value ($000) $470 Shares 14,495 Est. Cost $35.41 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $470 Shares 5,625 Est. Cost $84.54 Unrealized 0.0%
DRIL-QUIP INC 0.0%
Value ($000) $469 Shares 14,127 Est. Cost $30.95 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $458 Shares 3,739 Est. Cost $69.45 Unrealized 0.0%
EVOQUA WATER TECHNOLOGIES CO 0.0%
Value ($000) $456 Shares 17,354 Est. Cost $26.28 Unrealized
CYRUSONE INC 0.0%
Value ($000) $449 Shares 6,630 Est. Cost $67.72 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $445 Shares 5,972 Est. Cost $92.28 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $416 Shares 3,515 Est. Cost $118.35 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $415 Shares 1,809 Est. Cost $266.89 Unrealized 0.0%
CAE CAE INC 0.0%
Value ($000) $414 Shares 14,540 Est. Cost $26.60 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $412 Shares 7,037 Est. Cost $50.13 Unrealized -0.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $394 Shares 1,468 Est. Cost $228.85 Unrealized 0.0%
FVRR FIVERR INTL LTD 0.0%
Value ($000) $393 Shares 1,810 Est. Cost $245.08 Unrealized 0.0%
DISCOVERY INC 0.0%
Value ($000) $388 Shares 10,531 Est. Cost $36.84 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $384 Shares 1,068 Est. Cost $93.87 Unrealized 0.0%
FIREEYE INC 0.0%
Value ($000) $377 Shares 19,280 Est. Cost $19.55 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $377 Shares 24,020 Est. Cost $16.15 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $370 Shares 8,224 Est. Cost $55.77 Unrealized 0.0%
TGNA TEGNA INC 0.0%
Value ($000) $365 Shares 19,380 Est. Cost $17.52 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $356 Shares 1,743 Est. Cost $163.15 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $354 Shares 4,533 Est. Cost $72.50 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $341 Shares 814 Est. Cost $381.33 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $338 Shares 3,131 Est. Cost $98.29 Unrealized 0.0%
CVLT COMMVAULT SYSTEMS INC 0.0%
Value ($000) $334 Shares 5,180 Est. Cost $63.55 Unrealized 0.0%
COUPA SOFTWARE INC 0.0%
Value ($000) $332 Shares 1,306 Est. Cost $254.21 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $329 Shares 2,340 Est. Cost $127.48 Unrealized -4.1%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $326 Shares 1,020 Est. Cost $319.61 Unrealized
GO GROCERY OUTLET HLDG CORP 0.0%
Value ($000) $325 Shares 8,805 Est. Cost $38.84 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $319 Shares 1,233 Est. Cost $221.90 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $294 Shares 7,602 Est. Cost $30.64 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $288 Shares 1,535 Est. Cost $185.28 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $287 Shares 1,666 Est. Cost $127.33 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $287 Shares 3,697 Est. Cost $65.58 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $286 Shares 11,897 Est. Cost $21.20 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $281 Shares 5,020 Est. Cost $52.71 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $280 Shares 748 Est. Cost $307.48 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $278 Shares 2,655 Est. Cost $79.58 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $272 Shares 1,198 Est. Cost $232.02 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $262 Shares 491 Est. Cost $13.40 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $258 Shares 3,831 Est. Cost $67.35 Unrealized
TENB TENABLE HLDGS INC 0.0%
Value ($000) $257 Shares 7,116 Est. Cost $45.21 Unrealized 0.0%
RARE ULTRAGENYX PHARMACEUTICAL IN 0.0%
Value ($000) $256 Shares 2,250 Est. Cost $136.14 Unrealized 0.0%
CERNER CORP 0.0%
Value ($000) $256 Shares 3,563 Est. Cost $71.85 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $249 Shares 42,418 Est. Cost $6.92 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $246 Shares 418 Est. Cost $489.77 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $244 Shares 817 Est. Cost $270.35 Unrealized 0.0%
UCTT ULTRA CLEAN HLDGS INC 0.0%
Value ($000) $244 Shares 4,210 Est. Cost $46.05 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $243 Shares 4,891 Est. Cost $49.68 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $234 Shares 1,788 Est. Cost $167.51 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $233 Shares 3,192 Est. Cost $76.90 Unrealized 0.0%
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $233 Shares 7,594 Est. Cost $33.26 Unrealized
MGNX MACROGENICS INC 0.0%
Value ($000) $232 Shares 7,280 Est. Cost $24.28 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $227 Shares 9,580 Est. Cost $17.83 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $225 Shares 7,084 Est. Cost $28.02 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $219 Shares 4,323 Est. Cost $34.52 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $218 Shares 2,992 Est. Cost $56.18 Unrealized 0.0%
SVB FINANCIAL GROUP 0.0%
Value ($000) $215 Shares 435 Est. Cost $494.25 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $207 Shares 1,563 Est. Cost $129.71 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $202 Shares 1,682 Est. Cost $112.20 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $202 Shares 2,807 Est. Cost $68.37 Unrealized 0.0%
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $188 Shares 10,509 Est. Cost $17.89 Unrealized
IMMUNOGEN INC 0.0%
Value ($000) $134 Shares 16,560 Est. Cost $8.09 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $118 Shares 12,606 Est. Cost $8.59 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $97 Shares 18,649 Est. Cost $5.20 Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $92 Shares 13,140 Est. Cost $7.00 Unrealized
LIMELIGHT NETWORKS INC 0.0%
Value ($000) $62 Shares 17,290 Est. Cost $3.59 Unrealized
CORBUS PHARMACEUTICALS HLDGS 0.0%
Value ($000) $37 Shares 18,800 Est. Cost $1.97 Unrealized