Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $824,870 (100.0% shares, 0.0% debt)

Holdings (300)

AAPL APPLE INC 5.6%
Value ($000) $46,246 Shares 208,194 Est. Cost $87.25 Unrealized +164.5%
MSFT MICROSOFT CORP 5.0%
Value ($000) $40,920 Shares 109,006 Est. Cost $91.46 Unrealized +342.9%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $27,967 Shares 168,637 Est. Cost $132.05 Unrealized +15.4%
VEA VANGUARD 2.6%
Value ($000) $21,636 Shares 425,649 Est. Cost $39.53 Unrealized
SPY SPDR S&P 500 (MKT) 2.3%
Value ($000) $19,326 Shares 34,548 Est. Cost $401.02 Unrealized
ABBV ABBVIE INC 2.3%
Value ($000) $18,800 Shares 89,728 Est. Cost $63.75 Unrealized +197.1%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $17,008 Shares 69,334 Est. Cost $93.06 Unrealized +169.6%
GOOG ALPHABET INC 1.8%
Value ($000) $14,903 Shares 95,393 Est. Cost $108.47 Unrealized +68.2%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $14,078 Shares 26,880 Est. Cost $254.91 Unrealized +95.9%
WMT WALMART INC 1.6%
Value ($000) $13,391 Shares 152,535 Est. Cost $47.39 Unrealized +96.1%
V VISA INC 1.6%
Value ($000) $12,845 Shares 36,651 Est. Cost $159.88 Unrealized +110.4%
QCOM QUALCOMM INC 1.6%
Value ($000) $12,787 Shares 83,243 Est. Cost $66.99 Unrealized +138.4%
HD HOME DEPOT INC 1.4%
Value ($000) $11,696 Shares 31,915 Est. Cost $162.29 Unrealized +134.6%
GOOGL ALPHABET INC 1.3%
Value ($000) $10,866 Shares 70,265 Est. Cost $109.18 Unrealized +65.5%
ORCL ORACLE CORP 1.3%
Value ($000) $10,454 Shares 74,771 Est. Cost $55.01 Unrealized +193.7%
AMZN AMAZON COM INC 1.2%
Value ($000) $9,737 Shares 51,176 Est. Cost $128.05 Unrealized +69.5%
RSP INVESCO 1.2%
Value ($000) $9,700 Shares 55,996 Est. Cost $152.84 Unrealized
FISV FISERV INC 1.1%
Value ($000) $9,308 Shares 42,148 Est. Cost $100.60 Unrealized +117.6%
META META PLATFORMS INC CL A 1.0%
Value ($000) $8,527 Shares 14,794 Est. Cost $256.08 Unrealized +151.2%
MO ALTRIA GROUP INC 1.0%
Value ($000) $8,519 Shares 141,932 Est. Cost $40.18 Unrealized +27.0%
BRK/B BERKSHIRE HATHAWAY INC 1.0%
Value ($000) $8,505 Shares 15,969 Est. Cost $210.04 Unrealized +131.5%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $8,210 Shares 26,872 Est. Cost $128.20 Unrealized +130.4%
ABT ABBOTT LABS 1.0%
Value ($000) $7,940 Shares 59,856 Est. Cost $68.43 Unrealized +83.4%
SBUX STARBUCKS CORP 0.9%
Value ($000) $7,597 Shares 77,446 Est. Cost $64.28 Unrealized +57.1%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $7,574 Shares 63,684 Est. Cost $66.61 Unrealized +60.9%
T AT&T INC 0.9%
Value ($000) $7,526 Shares 266,121 Est. Cost $21.50 Unrealized +13.3%
UYLD ANGEL OAK 0.9%
Value ($000) $7,254 Shares 141,977 Est. Cost $50.86 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $7,241 Shares 66,808 Est. Cost $97.14 Unrealized +30.4%
MS MORGAN STANLEY 0.9%
Value ($000) $7,134 Shares 61,148 Est. Cost $51.41 Unrealized +144.9%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $7,038 Shares 114,048 Est. Cost $39.22 Unrealized +53.2%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $6,742 Shares 25,057 Est. Cost $92.42 Unrealized +216.4%
OKE ONEOK INC 0.8%
Value ($000) $6,546 Shares 65,973 Est. Cost $48.91 Unrealized +94.1%
MRK MERCK & CO INC 0.8%
Value ($000) $6,480 Shares 72,196 Est. Cost $67.81 Unrealized +32.9%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $6,386 Shares 37,472 Est. Cost $90.51 Unrealized +81.1%
ACN ACCENTURE PLC A 0.8%
Value ($000) $6,267 Shares 20,084 Est. Cost $166.00 Unrealized +110.5%
IVV ISHARES 0.8%
Value ($000) $6,198 Shares 11,031 Est. Cost $298.63 Unrealized
VWO VANGUARD 0.7%
Value ($000) $6,151 Shares 135,913 Est. Cost $40.10 Unrealized
DHR DANAHER CORP 0.7%
Value ($000) $5,930 Shares 28,927 Est. Cost $95.33 Unrealized +127.6%
CVX CHEVRON CORP 0.7%
Value ($000) $5,759 Shares 34,425 Est. Cost $105.22 Unrealized +43.0%
PAYC PAYCOM SOFTWARE INC 0.7%
Value ($000) $5,481 Shares 25,085 Est. Cost $50.84 Unrealized +312.2%
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $5,461 Shares 25,095 Est. Cost $180.17 Unrealized +5.2%
GM GENERAL MTRS CO 0.7%
Value ($000) $5,456 Shares 116,011 Est. Cost $51.43 Unrealized -5.1%
GPC GENUINE PARTS CO 0.7%
Value ($000) $5,424 Shares 45,525 Est. Cost $107.96 Unrealized +8.2%
IJK ISHARES 0.6%
Value ($000) $5,075 Shares 60,937 Est. Cost $89.57 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $5,032 Shares 29,171 Est. Cost $63.26 Unrealized +156.2%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $4,974 Shares 20,055 Est. Cost $111.77 Unrealized +124.3%
PSX PHILLIPS 66 0.6%
Value ($000) $4,928 Shares 39,907 Est. Cost $80.15 Unrealized +48.8%
CMCSA COMCAST CORP 0.6%
Value ($000) $4,786 Shares 129,688 Est. Cost $39.73 Unrealized -11.8%
VOO VANGUARD 0.6%
Value ($000) $4,765 Shares 9,272 Est. Cost $346.11 Unrealized
URI UNITED RENTALS INC 0.6%
Value ($000) $4,665 Shares 7,443 Est. Cost $598.88 Unrealized +13.9%
JEPI JPMORGAN 0.5%
Value ($000) $4,337 Shares 75,906 Est. Cost $54.32 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $4,299 Shares 38,364 Est. Cost $52.00 Unrealized +93.3%
MCD MCDONALD'S CORP 0.5%
Value ($000) $4,269 Shares 13,665 Est. Cost $140.22 Unrealized +108.9%
SCZ ISHARES 0.5%
Value ($000) $4,133 Shares 65,055 Est. Cost $54.41 Unrealized
SPDW SPDR 0.5%
Value ($000) $4,001 Shares 109,894 Est. Cost $28.84 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $3,907 Shares 16,011 Est. Cost $138.21 Unrealized +61.6%
VIG VANGUARD 0.5%
Value ($000) $3,806 Shares 19,617 Est. Cost $107.47 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $3,738 Shares 10,704 Est. Cost $213.89 Unrealized +62.8%
HPE HEWLETT PACKARD ENTERPRISE CO 0.4%
Value ($000) $3,525 Shares 228,483 Est. Cost $14.75 Unrealized +31.6%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $3,497 Shares 14,801 Est. Cost $164.81 Unrealized +42.9%
CAT CATERPILLAR INC 0.4%
Value ($000) $3,496 Shares 10,599 Est. Cost $128.15 Unrealized +174.6%
IVW ISHARES 0.4%
Value ($000) $3,466 Shares 37,342 Est. Cost $64.10 Unrealized
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $3,459 Shares 82,902 Est. Cost $30.96 Unrealized +40.9%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $3,377 Shares 18,835 Est. Cost $87.33 Unrealized +113.9%
GLW CORNING INC 0.4%
Value ($000) $3,209 Shares 70,100 Est. Cost $26.76 Unrealized +81.4%
CARY ANGEL OAK 0.4%
Value ($000) $3,200 Shares 154,155 Est. Cost $20.59 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $3,194 Shares 6 Est. Cost $279327.44 Unrealized +161.1%
USB US BANCORP 0.4%
Value ($000) $3,168 Shares 75,038 Est. Cost $37.63 Unrealized +17.5%
PEP PEPSICO INC 0.4%
Value ($000) $3,084 Shares 20,568 Est. Cost $106.54 Unrealized +34.7%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $3,066 Shares 17,445 Est. Cost $117.78 Unrealized +55.6%
BINC ISHARES 0.4%
Value ($000) $2,981 Shares 56,905 Est. Cost $52.06 Unrealized
VB VANGUARD 0.4%
Value ($000) $2,946 Shares 13,284 Est. Cost $176.08 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.4%
Value ($000) $2,944 Shares 36,751 Est. Cost $58.63 Unrealized +39.2%
AMGN AMGEN INC 0.4%
Value ($000) $2,943 Shares 9,447 Est. Cost $189.33 Unrealized +51.7%
VTIP VANGUARD 0.4%
Value ($000) $2,919 Shares 58,490 Est. Cost $51.77 Unrealized
VCIT VANGUARD 0.4%
Value ($000) $2,918 Shares 35,686 Est. Cost $91.08 Unrealized
TIP ISHARES 0.4%
Value ($000) $2,906 Shares 26,163 Est. Cost $115.98 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $2,897 Shares 29,347 Est. Cost $111.31 Unrealized -4.5%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $2,893 Shares 8,373 Est. Cost $197.50 Unrealized +61.7%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,846 Shares 5,209 Est. Cost $228.70 Unrealized +158.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,844 Shares 40,113 Est. Cost $64.16 Unrealized +7.0%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $2,599 Shares 12,273 Est. Cost $113.32 Unrealized +75.1%
TGT TARGET CORP 0.3%
Value ($000) $2,563 Shares 24,557 Est. Cost $114.47 Unrealized +5.0%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $2,542 Shares 38,964 Est. Cost $108.78 Unrealized -28.6%
KO COCA-COLA CO 0.3%
Value ($000) $2,535 Shares 35,389 Est. Cost $35.89 Unrealized +81.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $2,497 Shares 3,023 Est. Cost $522.43 Unrealized +58.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,459 Shares 36,299 Est. Cost $60.48 Unrealized -4.1%
ES EVERSOURCE ENERGY 0.3%
Value ($000) $2,450 Shares 39,444 Est. Cost $58.34 Unrealized -2.0%
MET METLIFE INC 0.3%
Value ($000) $2,445 Shares 30,458 Est. Cost $36.19 Unrealized +124.2%
CB CHUBB LIMITED COM 0.3%
Value ($000) $2,407 Shares 7,972 Est. Cost $209.09 Unrealized +32.1%
AFL AFLAC INC 0.3%
Value ($000) $2,407 Shares 21,646 Est. Cost $47.39 Unrealized +119.6%
BBY BEST BUY CO INC 0.3%
Value ($000) $2,399 Shares 32,584 Est. Cost $71.98 Unrealized +8.8%
PCAR PACCAR INC 0.3%
Value ($000) $2,366 Shares 24,295 Est. Cost $45.79 Unrealized +124.8%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,364 Shares 63,207 Est. Cost $24.58 Unrealized +40.7%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,355 Shares 22,422 Est. Cost $69.69 Unrealized +38.9%
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $2,241 Shares 20,378 Est. Cost $103.24 Unrealized +9.1%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,179 Shares 52,942 Est. Cost $40.50 Unrealized +5.4%
LYB LYONDELLBASELL INDUST NV CLASS A 0.3%
Value ($000) $2,161 Shares 30,694 Est. Cost $78.15 Unrealized -12.0%
LOW LOWES COS INC 0.3%
Value ($000) $2,153 Shares 9,230 Est. Cost $96.13 Unrealized +151.8%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $2,144 Shares 78,931 Est. Cost $29.17 Unrealized -9.1%
CRM SALESFORCE COM INC 0.3%
Value ($000) $2,114 Shares 7,876 Est. Cost $182.32 Unrealized +69.5%
SCHX SCHWAB 0.3%
Value ($000) $2,088 Shares 94,572 Est. Cost $38.49 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,083 Shares 12,206 Est. Cost $138.52 Unrealized +33.5%
PFE PFIZER INC 0.2%
Value ($000) $2,019 Shares 79,677 Est. Cost $24.97 Unrealized -1.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $2,017 Shares 17,821 Est. Cost $111.75 Unrealized -5.2%
HEI/A HEICO CORP 0.2%
Value ($000) $2,006 Shares 9,510 Est. Cost $72.61 Unrealized +166.6%
HPQ HP INC COM 0.2%
Value ($000) $1,996 Shares 72,084 Est. Cost $27.30 Unrealized +11.2%
MA MASTERCARD INC 0.2%
Value ($000) $1,960 Shares 3,576 Est. Cost $330.67 Unrealized +63.9%
IEFA ISHARES 0.2%
Value ($000) $1,882 Shares 24,873 Est. Cost $59.67 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,880 Shares 34,125 Est. Cost $52.90 Unrealized +1.9%
GVI ISHARES 0.2%
Value ($000) $1,876 Shares 17,691 Est. Cost $111.44 Unrealized
IRM IRON MTN INC COM 0.2%
Value ($000) $1,850 Shares 21,503 Est. Cost $46.63 Unrealized +99.7%
RTX RTX CORPORATION 0.2%
Value ($000) $1,841 Shares 13,900 Est. Cost $92.18 Unrealized +35.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,822 Shares 40,170 Est. Cost $39.10 Unrealized +1.2%
KR KROGER CO 0.2%
Value ($000) $1,773 Shares 26,188 Est. Cost $45.00 Unrealized +38.4%
DE DEERE & CO 0.2%
Value ($000) $1,762 Shares 3,754 Est. Cost $314.33 Unrealized +46.8%
QLTY 2023 ETF SERIES TRUST II 0.2%
Value ($000) $1,733 Shares 55,443 Est. Cost $31.32 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $1,715 Shares 2,549 Est. Cost $248.59 Unrealized +147.8%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $1,712 Shares 23,542 Est. Cost $74.98 Unrealized +4.2%
VPU VANGUARD 0.2%
Value ($000) $1,669 Shares 9,772 Est. Cost $112.65 Unrealized
IEMG ISHARES 0.2%
Value ($000) $1,649 Shares 30,558 Est. Cost $48.35 Unrealized
VOX VANGUARD 0.2%
Value ($000) $1,631 Shares 10,990 Est. Cost $95.76 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $1,609 Shares 2,021 Est. Cost $91.98 Unrealized +109.6%
BA BOEING CO 0.2%
Value ($000) $1,566 Shares 9,182 Est. Cost $180.07 Unrealized -3.9%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,546 Shares 6,489 Est. Cost $130.73 Unrealized +106.1%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,542 Shares 25,287 Est. Cost $54.18 Unrealized +2.4%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,485 Shares 16,237 Est. Cost $63.68 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,454 Shares 6,282 Est. Cost $193.47 Unrealized +16.4%
TCHP T ROWE PRICE 0.2%
Value ($000) $1,408 Shares 36,978 Est. Cost $39.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $1,389 Shares 5,586 Est. Cost $110.11 Unrealized +117.4%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $1,385 Shares 2,184 Est. Cost $631.12 Unrealized +8.4%
DHI DR HORTON INC 0.2%
Value ($000) $1,346 Shares 10,590 Est. Cost $63.45 Unrealized +109.2%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,341 Shares 10,153 Est. Cost $68.62 Unrealized +88.5%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,317 Shares 1,393 Est. Cost $308.99 Unrealized +214.1%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $1,278 Shares 11,652 Est. Cost $69.75 Unrealized +70.3%
CMI CUMMINS INC 0.2%
Value ($000) $1,273 Shares 4,060 Est. Cost $206.40 Unrealized +67.7%
RVTY REVVITY INC 0.1%
Value ($000) $1,222 Shares 11,550 Est. Cost $140.37 Unrealized -18.0%
BSCQ INVESCO 0.1%
Value ($000) $1,211 Shares 62,145 Est. Cost $19.47 Unrealized
EEM ISHARES 0.1%
Value ($000) $1,182 Shares 27,049 Est. Cost $41.51 Unrealized
IDEV ISHARES 0.1%
Value ($000) $1,172 Shares 17,012 Est. Cost $63.79 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.1%
Value ($000) $1,155 Shares 5,623 Est. Cost $193.88 Unrealized +20.3%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,151 Shares 34,075 Est. Cost $28.02 Unrealized
VIGI VANGUARD 0.1%
Value ($000) $1,151 Shares 13,882 Est. Cost $66.12 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,141 Shares 2,303 Est. Cost $360.42 Unrealized +53.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,119 Shares 2,504 Est. Cost $350.67 Unrealized +27.8%
LEN LENNAR CORP 0.1%
Value ($000) $1,115 Shares 9,715 Est. Cost $118.96 Unrealized +3.5%
FDX FEDEX CORP 0.1%
Value ($000) $1,107 Shares 4,540 Est. Cost $222.61 Unrealized +13.9%
BLK BLACKROCK INC 0.1%
Value ($000) $1,097 Shares 1,159 Est. Cost $991.05 Unrealized -2.9%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $1,084 Shares 24,864 Est. Cost $37.77 Unrealized +55.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,081 Shares 12,440 Est. Cost $74.61 Unrealized +28.3%
WFC WELLS FARGO CO 0.1%
Value ($000) $1,059 Shares 14,756 Est. Cost $53.34 Unrealized +38.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,048 Shares 4,424 Est. Cost $191.26 Unrealized +25.1%
CI CIGNA CORP 0.1%
Value ($000) $1,018 Shares 3,095 Est. Cost $271.51 Unrealized +8.9%
BSCS INVESCO 0.1%
Value ($000) $1,014 Shares 49,833 Est. Cost $20.18 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1,007 Shares 6,015 Est. Cost $171.91 Unrealized +22.1%
JMBS JANUS HENDERSON 0.1%
Value ($000) $1,007 Shares 22,277 Est. Cost $52.28 Unrealized
ICSH ISHARES 0.1%
Value ($000) $1,006 Shares 19,837 Est. Cost $50.41 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $980 Shares 5,953 Est. Cost $135.67 Unrealized +21.3%
IWR ISHARES 0.1%
Value ($000) $977 Shares 11,481 Est. Cost $68.92 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $946 Shares 8,469 Est. Cost $84.90 Unrealized +28.3%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $920 Shares 5,799 Est. Cost $88.68 Unrealized +54.5%
OGE OGE ENERGY CORP 0.1%
Value ($000) $885 Shares 19,265 Est. Cost $35.98 Unrealized +20.9%
BSCT INVESCO 0.1%
Value ($000) $883 Shares 47,638 Est. Cost $18.33 Unrealized
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $883 Shares 2,620 Est. Cost $123.71 Unrealized +190.2%
QQQ INVESCO 0.1%
Value ($000) $874 Shares 1,864 Est. Cost $272.76 Unrealized
BSCR INVESCO 0.1%
Value ($000) $869 Shares 44,377 Est. Cost $19.45 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $860 Shares 3,330 Est. Cost $276.08 Unrealized -0.6%
AEP AMERICAN ELECTRIC POWER CO INC 0.1%
Value ($000) $831 Shares 7,609 Est. Cost $93.11 Unrealized +5.7%
PTF INVESCO 0.1%
Value ($000) $799 Shares 13,560 Est. Cost $49.40 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $789 Shares 5,547 Est. Cost $119.59 Unrealized +8.5%
SRLN SPDR 0.1%
Value ($000) $777 Shares 18,894 Est. Cost $41.73 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $776 Shares 3,326 Est. Cost $126.80 Unrealized +98.9%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $765 Shares 12,296 Est. Cost $44.48 Unrealized +34.6%
EQIX EQUINIX INC 0.1%
Value ($000) $763 Shares 936 Est. Cost $556.56 Unrealized +58.2%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $763 Shares 1,754 Est. Cost $452.23 Unrealized -12.8%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $741 Shares 4,463 Est. Cost $101.63 Unrealized +64.2%
VYM VANGUARD 0.1%
Value ($000) $730 Shares 5,657 Est. Cost $128.55 Unrealized
ASML ASML HOLDING NV 0.1%
Value ($000) $681 Shares 1,027 Est. Cost $726.33 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $680 Shares 6,615 Est. Cost $143.89 Unrealized -22.7%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $672 Shares 1,536 Est. Cost $278.05 Unrealized +58.8%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $666 Shares 2,311 Est. Cost $200.50 Unrealized
VCSH VANGUARD 0.1%
Value ($000) $664 Shares 8,413 Est. Cost $80.74 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $654 Shares 4,242 Est. Cost $63.19 Unrealized +126.6%
EFA ISHARES 0.1%
Value ($000) $651 Shares 7,970 Est. Cost $63.52 Unrealized
IWM ISHARES 0.1%
Value ($000) $651 Shares 3,262 Est. Cost $170.91 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $650 Shares 15,556 Est. Cost $43.46 Unrealized -8.2%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $645 Shares 2,259 Est. Cost $137.11 Unrealized +137.8%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $636 Shares 1,252 Est. Cost $326.45 Unrealized +55.5%
KTOS KRATOS DEFENSE SECURITY 0.1%
Value ($000) $623 Shares 20,990 Est. Cost $30.35 Unrealized 0.0%
AGG ISHARES 0.1%
Value ($000) $621 Shares 6,278 Est. Cost $94.94 Unrealized
VTV VANGUARD 0.1%
Value ($000) $612 Shares 3,543 Est. Cost $140.44 Unrealized
VAW VANGUARD 0.1%
Value ($000) $611 Shares 3,234 Est. Cost $126.20 Unrealized
AVB AVALONBAY COMMUNITIES INC 0.1%
Value ($000) $610 Shares 2,843 Est. Cost $216.25 Unrealized -3.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $596 Shares 5,390 Est. Cost $94.78 Unrealized +0.5%
LQD ISHARES 0.1%
Value ($000) $595 Shares 5,472 Est. Cost $126.79 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $578 Shares 6,381 Est. Cost $82.62 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $572 Shares 10,201 Est. Cost $50.03 Unrealized +5.4%
WMB WILLIAMS COS INC 0.1%
Value ($000) $564 Shares 9,433 Est. Cost $23.57 Unrealized +135.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $548 Shares 1,101 Est. Cost $426.70 Unrealized +26.5%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $529 Shares 6,379 Est. Cost $80.64 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value ($000) $522 Shares 1,122 Est. Cost $335.74 Unrealized +32.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $519 Shares 7,655 Est. Cost $63.26 Unrealized -5.5%
DON WISDOMTREE 0.1%
Value ($000) $514 Shares 10,370 Est. Cost $36.19 Unrealized
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $507 Shares 2,456 Est. Cost $182.73 Unrealized
VGT VANGUARD 0.1%
Value ($000) $503 Shares 927 Est. Cost $542.38 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $501 Shares 850 Est. Cost $445.37 Unrealized +25.2%
VLTO VERALTO CORP 0.1%
Value ($000) $485 Shares 4,974 Est. Cost $73.75 Unrealized +34.7%
GIS GENERAL MILLS INC 0.1%
Value ($000) $484 Shares 8,091 Est. Cost $64.08 Unrealized -9.6%
MGMT ABSOLUTE 0.1%
Value ($000) $484 Shares 12,529 Est. Cost $38.17 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $474 Shares 7,373 Est. Cost $40.93 Unrealized +45.5%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $467 Shares 2,596 Est. Cost $129.86 Unrealized +40.3%
BSMQ INVESCO 0.1%
Value ($000) $458 Shares 19,386 Est. Cost $23.67 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $448 Shares 2,850 Est. Cost $73.57 Unrealized +92.5%
SCHM SCHWAB 0.1%
Value ($000) $448 Shares 17,100 Est. Cost $42.15 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $447 Shares 20,185 Est. Cost $10.08 Unrealized +106.8%
JNK SPDR 0.1%
Value ($000) $447 Shares 4,690 Est. Cost $102.85 Unrealized
TJX TJX COS INC 0.1%
Value ($000) $439 Shares 3,606 Est. Cost $78.75 Unrealized +52.5%
XEL XCEL ENERGY INC 0.1%
Value ($000) $439 Shares 6,197 Est. Cost $57.94 Unrealized +13.9%
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $436 Shares 2,625 Est. Cost $137.80 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $435 Shares 3,959 Est. Cost $47.33 Unrealized +141.1%
EOG EOG RESOURCES INC 0.1%
Value ($000) $433 Shares 3,380 Est. Cost $101.59 Unrealized +23.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $432 Shares 5,790 Est. Cost $33.84 Unrealized -5.8%
CLX CLOROX CO 0.1%
Value ($000) $422 Shares 2,867 Est. Cost $157.37 Unrealized -6.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $419 Shares 1,808 Est. Cost $117.39 Unrealized +86.0%
EATON VANCE 0.1%
Value ($000) $417 Shares 17,900 Est. Cost $24.05 Unrealized
IJH ISHARES 0.1%
Value ($000) $416 Shares 7,124 Est. Cost $82.42 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $413 Shares 1,520 Est. Cost $307.56 Unrealized +0.3%
IWY ISHARES 0.0%
Value ($000) $407 Shares 1,930 Est. Cost $175.22 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $407 Shares 13,364 Est. Cost $28.50 Unrealized -0.6%
SCHA SCHWAB 0.0%
Value ($000) $403 Shares 17,200 Est. Cost $34.83 Unrealized
BSMR INVESCO 0.0%
Value ($000) $400 Shares 16,964 Est. Cost $23.58 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $399 Shares 1,976 Est. Cost $110.64 Unrealized +92.4%
BSCU INVESCO 0.0%
Value ($000) $398 Shares 23,975 Est. Cost $16.44 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $393 Shares 640 Est. Cost $534.06 Unrealized +11.9%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $392 Shares 3,561 Est. Cost $91.30 Unrealized +15.9%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $391 Shares 21,040 Est. Cost $10.13 Unrealized
LDUR PIMCO 0.0%
Value ($000) $380 Shares 3,958 Est. Cost $100.56 Unrealized
SCHD SCHWAB 0.0%
Value ($000) $370 Shares 13,242 Est. Cost $61.53 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $369 Shares 2,071 Est. Cost $125.90 Unrealized +43.2%
IR INGERSOLL RAND INC 0.0%
Value ($000) $363 Shares 4,531 Est. Cost $67.13 Unrealized +29.7%
MCO MOODYS CORP 0.0%
Value ($000) $361 Shares 775 Est. Cost $310.84 Unrealized +54.0%
INVESCO 0.0%
Value ($000) $357 Shares 17,260 Est. Cost $20.50 Unrealized
FCNCA FIRST CITIZENS BANCSHARES INC NC 0.0%
Value ($000) $352 Shares 190 Est. Cost $1619.68 Unrealized +25.3%
CME CME GROUP INC 0.0%
Value ($000) $346 Shares 1,306 Est. Cost $168.23 Unrealized +44.1%
VNQI VANGUARD 0.0%
Value ($000) $340 Shares 8,396 Est. Cost $53.24 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $340 Shares 1,933 Est. Cost $193.06 Unrealized -1.4%
CATH GLOBAL X 0.0%
Value ($000) $338 Shares 5,000 Est. Cost $70.84 Unrealized
DRD DRDGOLD LIMITED 0.0%
Value ($000) $333 Shares 21,500 Est. Cost $7.95 Unrealized
IJR ISHARES 0.0%
Value ($000) $331 Shares 3,168 Est. Cost $77.52 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $330 Shares 3,167 Est. Cost $56.53 Unrealized +85.5%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $321 Shares 838 Est. Cost $370.36 Unrealized +15.8%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $321 Shares 2,167 Est. Cost $176.51 Unrealized -7.7%
TSLA TESLA INC 0.0%
Value ($000) $319 Shares 1,231 Est. Cost $210.79 Unrealized +58.1%
MMM 3M CO 0.0%
Value ($000) $315 Shares 2,146 Est. Cost $128.38 Unrealized +12.6%
STX SEAGATE TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $314 Shares 3,697 Est. Cost $98.15 Unrealized -5.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $313 Shares 2,149 Est. Cost $145.16 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP. 0.0%
Value ($000) $312 Shares 1,546 Est. Cost $141.42 Unrealized +88.6%
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value ($000) $300 Shares 815 Est. Cost $357.69 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $297 Shares 3,235 Est. Cost $57.67 Unrealized +74.4%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $290 Shares 544 Est. Cost $455.16 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $288 Shares 11,987 Est. Cost $20.14 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $286 Shares 3,406 Est. Cost $56.11 Unrealized +47.1%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $280 Shares 3,000 Est. Cost $81.48 Unrealized
INVESCO 0.0%
Value ($000) $268 Shares 10,949 Est. Cost $24.53 Unrealized
VUG VANGUARD 0.0%
Value ($000) $264 Shares 713 Est. Cost $310.88 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $263 Shares 3,646 Est. Cost $114.32 Unrealized -7.0%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $261 Shares 2,644 Est. Cost $67.98 Unrealized +52.2%
IDU ISHARES 0.0%
Value ($000) $259 Shares 2,558 Est. Cost $79.93 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $257 Shares 3,100 Est. Cost $68.22 Unrealized +33.2%
MINT PIMCO 0.0%
Value ($000) $257 Shares 2,550 Est. Cost $100.54 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $256 Shares 2,097 Est. Cost $67.63 Unrealized +63.5%
RFG INVESCO 0.0%
Value ($000) $253 Shares 5,780 Est. Cost $67.17 Unrealized
RZG INVESCO 0.0%
Value ($000) $248 Shares 5,295 Est. Cost $65.68 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $246 Shares 362 Est. Cost $367.67 Unrealized +94.4%
PEJ INVESCO 0.0%
Value ($000) $245 Shares 5,045 Est. Cost $41.93 Unrealized
VTI VANGUARD 0.0%
Value ($000) $245 Shares 893 Est. Cost $237.90 Unrealized
IWN ISHARES 0.0%
Value ($000) $244 Shares 1,617 Est. Cost $164.17 Unrealized
VT VANGUARD 0.0%
Value ($000) $244 Shares 2,102 Est. Cost $102.88 Unrealized
IFF INTERNATIONAL FLAVORS & 0.0%
Value ($000) $243 Shares 3,135 Est. Cost $91.45 Unrealized -11.8%
BSMS INVESCO 0.0%
Value ($000) $239 Shares 10,303 Est. Cost $23.18 Unrealized
DOW DOW INC 0.0%
Value ($000) $237 Shares 6,800 Est. Cost $42.94 Unrealized -16.2%
CDW CDW CORP COM 0.0%
Value ($000) $237 Shares 1,477 Est. Cost $168.84 Unrealized +6.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $233 Shares 3,678 Est. Cost $35.70 Unrealized +84.3%
MTN VAIL RESORTS INC 0.0%
Value ($000) $232 Shares 1,452 Est. Cost $218.53 Unrealized -23.9%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $221 Shares 462 Est. Cost $575.68 Unrealized -12.2%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $210 Shares 1,150 Est. Cost $175.97 Unrealized -2.0%
SPHD INVESCO 0.0%
Value ($000) $210 Shares 4,180 Est. Cost $44.40 Unrealized
PDP INVESCO 0.0%
Value ($000) $209 Shares 2,095 Est. Cost $98.78 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $209 Shares 4,530 Est. Cost $40.50 Unrealized 0.0%
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $206 Shares 2,045 Est. Cost $100.70 Unrealized 0.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $204 Shares 2,700 Est. Cost $72.28 Unrealized -0.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $201 Shares 2,775 Est. Cost $69.58 Unrealized +2.9%
SSRM SSR MINING INC 0.0%
Value ($000) $201 Shares 20,000 Est. Cost $12.15 Unrealized -24.0%
XLI SELECT SECTOR SPDR 0.0%
Value ($000) $200 Shares 1,526 Est. Cost $131.07 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $167 Shares 30,201 Est. Cost $2.53 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $160 Shares 13,366 Est. Cost $37.10 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $151 Shares 13,049 Est. Cost $9.65 Unrealized
NUVEEN 0.0%
Value ($000) $144 Shares 14,000 Est. Cost $10.02 Unrealized
LODE COMSTOCK MINING INC 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $3.33 Unrealized 0.0%
SAFETY SHOT INC 0.0%
Value ($000) $7 Shares 19,000 Est. Cost $2.39 Unrealized