Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $865,999 (100.0% shares, 0.0% debt)

Holdings (296)

MSFT MICROSOFT CORP 6.1%
Value ($000) $52,686 Shares 105,921 Est. Cost $91.46 Unrealized +372.8%
AAPL APPLE INC 5.2%
Value ($000) $45,099 Shares 219,815 Est. Cost $93.29 Unrealized +115.9%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $26,303 Shares 172,193 Est. Cost $132.44 Unrealized +13.9%
VEA VANGUARD 2.8%
Value ($000) $23,880 Shares 418,870 Est. Cost $39.53 Unrealized
SPY SPDR S&P 500 (MKT) 2.6%
Value ($000) $22,740 Shares 36,805 Est. Cost $414.32 Unrealized
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $19,491 Shares 67,232 Est. Cost $93.06 Unrealized +171.5%
GOOG ALPHABET INC 2.0%
Value ($000) $17,024 Shares 95,968 Est. Cost $108.47 Unrealized +52.0%
ABBV ABBVIE INC 1.9%
Value ($000) $16,473 Shares 88,744 Est. Cost $63.75 Unrealized +186.5%
ORCL ORACLE CORP 1.9%
Value ($000) $16,197 Shares 74,085 Est. Cost $55.01 Unrealized +192.3%
WMT WALMART INC 1.7%
Value ($000) $14,740 Shares 150,742 Est. Cost $47.39 Unrealized +100.0%
QCOM QUALCOMM INC 1.6%
Value ($000) $13,486 Shares 84,676 Est. Cost $68.31 Unrealized +112.3%
V VISA INC 1.5%
Value ($000) $12,625 Shares 35,559 Est. Cost $159.88 Unrealized +117.0%
GOOGL ALPHABET INC 1.4%
Value ($000) $12,327 Shares 69,951 Est. Cost $109.18 Unrealized +49.6%
HD HOME DEPOT INC 1.3%
Value ($000) $11,577 Shares 31,577 Est. Cost $162.29 Unrealized +119.3%
AMZN AMAZON COM INC 1.3%
Value ($000) $11,351 Shares 51,741 Est. Cost $128.81 Unrealized +53.6%
META META PLATFORMS INC CL A 1.3%
Value ($000) $10,956 Shares 14,844 Est. Cost $256.08 Unrealized +140.8%
RSP INVESCO 1.2%
Value ($000) $10,809 Shares 59,473 Est. Cost $154.53 Unrealized
NVDA NVIDIA CORP 1.2%
Value ($000) $10,559 Shares 66,834 Est. Cost $97.14 Unrealized +29.5%
MO ALTRIA GROUP INC 1.0%
Value ($000) $8,934 Shares 152,379 Est. Cost $41.26 Unrealized +35.6%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $8,459 Shares 27,116 Est. Cost $254.91 Unrealized +47.1%
UYLD ANGEL OAK 1.0%
Value ($000) $8,238 Shares 161,314 Est. Cost $50.88 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $8,002 Shares 25,948 Est. Cost $128.20 Unrealized +135.9%
FISV FISERV INC 0.9%
Value ($000) $7,971 Shares 46,231 Est. Cost $107.73 Unrealized +68.3%
ABT ABBOTT LABS 0.9%
Value ($000) $7,939 Shares 58,373 Est. Cost $68.43 Unrealized +90.9%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $7,889 Shares 113,701 Est. Cost $39.22 Unrealized +53.9%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $7,750 Shares 15,955 Est. Cost $210.04 Unrealized +141.8%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $7,676 Shares 24,064 Est. Cost $92.42 Unrealized +202.3%
T AT&T INC 0.9%
Value ($000) $7,665 Shares 264,857 Est. Cost $21.50 Unrealized +25.4%
SBUX STARBUCKS CORP 0.8%
Value ($000) $7,103 Shares 77,523 Est. Cost $64.28 Unrealized +32.5%
IJK ISHARES 0.8%
Value ($000) $6,881 Shares 75,632 Est. Cost $89.84 Unrealized
IVV ISHARES 0.8%
Value ($000) $6,829 Shares 10,999 Est. Cost $298.63 Unrealized
VWO VANGUARD 0.8%
Value ($000) $6,706 Shares 135,580 Est. Cost $40.10 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $6,685 Shares 62,011 Est. Cost $66.61 Unrealized +56.9%
GPC GENUINE PARTS CO 0.7%
Value ($000) $6,238 Shares 51,422 Est. Cost $109.09 Unrealized +8.0%
ACN ACCENTURE PLC A 0.7%
Value ($000) $6,051 Shares 20,246 Est. Cost $166.00 Unrealized +82.5%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $5,992 Shares 37,608 Est. Cost $90.51 Unrealized +77.6%
DHR DANAHER CORP 0.7%
Value ($000) $5,783 Shares 29,274 Est. Cost $96.48 Unrealized +100.1%
GM GENERAL MTRS CO 0.7%
Value ($000) $5,734 Shares 116,522 Est. Cost $51.43 Unrealized -8.5%
URI UNITED RENTALS INC 0.7%
Value ($000) $5,715 Shares 7,586 Est. Cost $600.13 Unrealized +10.9%
MRK MERCK & CO INC 0.6%
Value ($000) $5,626 Shares 71,076 Est. Cost $67.81 Unrealized +14.1%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $5,518 Shares 24,964 Est. Cost $180.17 Unrealized +16.8%
VOO VANGUARD 0.6%
Value ($000) $5,267 Shares 9,272 Est. Cost $346.11 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $5,240 Shares 28,562 Est. Cost $63.26 Unrealized +169.5%
OKE ONEOK INC 0.6%
Value ($000) $4,955 Shares 60,695 Est. Cost $48.91 Unrealized +64.9%
PSX PHILLIPS 66 0.6%
Value ($000) $4,941 Shares 41,416 Est. Cost $81.22 Unrealized +34.8%
CVX CHEVRON CORP 0.6%
Value ($000) $4,890 Shares 34,148 Est. Cost $105.22 Unrealized +30.2%
SCZ ISHARES 0.5%
Value ($000) $4,681 Shares 64,401 Est. Cost $54.41 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.5%
Value ($000) $4,665 Shares 228,119 Est. Cost $14.75 Unrealized +11.7%
CAT CATERPILLAR INC 0.5%
Value ($000) $4,654 Shares 11,988 Est. Cost $151.63 Unrealized +118.2%
CMCSA COMCAST CORP 0.5%
Value ($000) $4,637 Shares 129,928 Est. Cost $39.73 Unrealized -14.6%
SPDW SPDR 0.5%
Value ($000) $4,450 Shares 109,894 Est. Cost $28.84 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $4,423 Shares 17,887 Est. Cost $111.77 Unrealized +112.2%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $4,277 Shares 38,579 Est. Cost $52.00 Unrealized +100.8%
IVW ISHARES 0.5%
Value ($000) $4,155 Shares 37,741 Est. Cost $64.59 Unrealized
COF CAPITAL ONE FINANCIAL 0.5%
Value ($000) $4,081 Shares 19,182 Est. Cost $89.10 Unrealized +107.7%
VIG VANGUARD 0.5%
Value ($000) $4,063 Shares 19,852 Est. Cost $108.62 Unrealized
JEPI JPMORGAN 0.5%
Value ($000) $3,941 Shares 69,321 Est. Cost $54.32 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.4%
Value ($000) $3,876 Shares 36,695 Est. Cost $58.63 Unrealized +56.5%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $3,850 Shares 81,371 Est. Cost $30.96 Unrealized +33.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,782 Shares 87,409 Est. Cost $40.57 Unrealized +3.1%
BINC ISHARES 0.4%
Value ($000) $3,775 Shares 71,436 Est. Cost $52.22 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $3,758 Shares 30,305 Est. Cost $111.04 Unrealized -7.4%
PCAR PACCAR INC 0.4%
Value ($000) $3,701 Shares 38,936 Est. Cost $62.59 Unrealized +44.5%
USB US BANCORP 0.4%
Value ($000) $3,672 Shares 81,140 Est. Cost $37.86 Unrealized +7.7%
MCD MCDONALD'S CORP 0.4%
Value ($000) $3,668 Shares 12,556 Est. Cost $140.22 Unrealized +116.5%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $3,651 Shares 5,158 Est. Cost $228.70 Unrealized +150.0%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,575 Shares 10,412 Est. Cost $213.89 Unrealized +61.1%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $3,560 Shares 19,097 Est. Cost $121.95 Unrealized +36.1%
VCIT VANGUARD 0.4%
Value ($000) $3,471 Shares 41,859 Est. Cost $89.88 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $3,368 Shares 14,640 Est. Cost $164.81 Unrealized +32.6%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $3,287 Shares 15,032 Est. Cost $138.21 Unrealized +61.5%
CARY ANGEL OAK 0.4%
Value ($000) $3,196 Shares 153,661 Est. Cost $20.59 Unrealized
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $3,160 Shares 8,248 Est. Cost $197.50 Unrealized +81.6%
VB VANGUARD 0.4%
Value ($000) $3,150 Shares 13,293 Est. Cost $176.08 Unrealized
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $3,044 Shares 40,956 Est. Cost $106.81 Unrealized -36.0%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,915 Shares 6 Est. Cost $279327.44 Unrealized +172.7%
VTIP VANGUARD 0.3%
Value ($000) $2,911 Shares 57,910 Est. Cost $51.77 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,881 Shares 41,766 Est. Cost $60.97 Unrealized +5.3%
TIP ISHARES 0.3%
Value ($000) $2,866 Shares 26,043 Est. Cost $115.98 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $2,836 Shares 12,180 Est. Cost $113.32 Unrealized +76.2%
PEP PEPSICO INC 0.3%
Value ($000) $2,793 Shares 21,153 Est. Cost $107.22 Unrealized +22.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,780 Shares 40,043 Est. Cost $64.16 Unrealized +6.1%
AMGN AMGEN INC 0.3%
Value ($000) $2,619 Shares 9,381 Est. Cost $189.33 Unrealized +46.7%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,595 Shares 12,679 Est. Cost $140.28 Unrealized +32.4%
ES EVERSOURCE ENERGY 0.3%
Value ($000) $2,593 Shares 40,765 Est. Cost $58.39 Unrealized +2.6%
TGT TARGET CORP 0.3%
Value ($000) $2,538 Shares 25,727 Est. Cost $113.51 Unrealized -17.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $2,474 Shares 3,174 Est. Cost $534.37 Unrealized +44.7%
HEI/A HEICO CORP 0.3%
Value ($000) $2,461 Shares 9,510 Est. Cost $72.61 Unrealized +201.2%
MET METLIFE INC 0.3%
Value ($000) $2,434 Shares 30,264 Est. Cost $36.19 Unrealized +109.5%
KO COCA-COLA CO 0.3%
Value ($000) $2,318 Shares 32,766 Est. Cost $35.89 Unrealized +94.4%
QLTY 2023 ETF SERIES TRUST II 0.3%
Value ($000) $2,313 Shares 67,510 Est. Cost $31.84 Unrealized
CB CHUBB LIMITED COM 0.3%
Value ($000) $2,307 Shares 7,963 Est. Cost $209.09 Unrealized +37.3%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,292 Shares 53,321 Est. Cost $40.50 Unrealized -6.2%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $2,245 Shares 23,061 Est. Cost $74.98 Unrealized +5.2%
TCHP T ROWE PRICE 0.3%
Value ($000) $2,243 Shares 49,454 Est. Cost $40.84 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $2,215 Shares 21,004 Est. Cost $47.39 Unrealized +118.7%
CRM SALESFORCE COM INC 0.3%
Value ($000) $2,190 Shares 8,032 Est. Cost $183.95 Unrealized +44.6%
BBY BEST BUY CO INC 0.3%
Value ($000) $2,179 Shares 32,459 Est. Cost $71.98 Unrealized -9.1%
PRU PRUDENTIAL FINANCIAL INC 0.3%
Value ($000) $2,178 Shares 20,275 Est. Cost $93.85 Unrealized +6.8%
IRM IRON MTN INC COM 0.3%
Value ($000) $2,172 Shares 21,175 Est. Cost $46.63 Unrealized +97.2%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $2,085 Shares 65,553 Est. Cost $24.82 Unrealized +25.9%
BA BOEING CO 0.2%
Value ($000) $2,080 Shares 9,929 Est. Cost $180.73 Unrealized +4.5%
IEFA ISHARES 0.2%
Value ($000) $2,064 Shares 24,730 Est. Cost $59.67 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $2,046 Shares 9,003 Est. Cost $218.95 Unrealized -1.7%
MS MORGAN STANLEY 0.2%
Value ($000) $2,034 Shares 14,440 Est. Cost $51.41 Unrealized +135.3%
RTX RTX CORPORATION 0.2%
Value ($000) $2,015 Shares 13,797 Est. Cost $92.18 Unrealized +42.9%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $2,005 Shares 19,864 Est. Cost $103.24 Unrealized -8.9%
LOW LOWES COS INC 0.2%
Value ($000) $1,987 Shares 8,955 Est. Cost $96.13 Unrealized +129.5%
NOW SERVICENOW INC 0.2%
Value ($000) $1,984 Shares 1,930 Est. Cost $91.98 Unrealized +105.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,976 Shares 22,020 Est. Cost $69.69 Unrealized +26.3%
MA MASTERCARD INC 0.2%
Value ($000) $1,931 Shares 3,437 Est. Cost $330.67 Unrealized +66.8%
INTERPUBLIC GROUP OF COS INC 0.2%
Value ($000) $1,922 Shares 78,501 Est. Cost $29.17 Unrealized -18.4%
DE DEERE & CO 0.2%
Value ($000) $1,918 Shares 3,772 Est. Cost $314.33 Unrealized +54.2%
PFE PFIZER INC 0.2%
Value ($000) $1,898 Shares 78,302 Est. Cost $24.97 Unrealized -10.5%
GVI ISHARES 0.2%
Value ($000) $1,889 Shares 17,691 Est. Cost $111.44 Unrealized
KR KROGER CO 0.2%
Value ($000) $1,854 Shares 25,844 Est. Cost $45.00 Unrealized +51.5%
SCHX SCHWAB 0.2%
Value ($000) $1,826 Shares 74,718 Est. Cost $38.49 Unrealized
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,823 Shares 6,672 Est. Cost $133.98 Unrealized +86.0%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.2%
Value ($000) $1,819 Shares 5,810 Est. Cost $195.24 Unrealized +20.9%
MCK MCKESSON CORP 0.2%
Value ($000) $1,809 Shares 2,469 Est. Cost $248.59 Unrealized +183.1%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,793 Shares 33,970 Est. Cost $52.90 Unrealized -4.4%
HPQ HP INC COM 0.2%
Value ($000) $1,776 Shares 72,594 Est. Cost $27.30 Unrealized -9.5%
LYB LYONDELLBASELL INDUST NV CLASS A 0.2%
Value ($000) $1,770 Shares 30,599 Est. Cost $78.15 Unrealized -30.4%
IEMG ISHARES 0.2%
Value ($000) $1,759 Shares 29,303 Est. Cost $48.35 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,658 Shares 6,015 Est. Cost $171.91 Unrealized +25.6%
VOX VANGUARD 0.2%
Value ($000) $1,638 Shares 9,575 Est. Cost $95.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $1,619 Shares 5,491 Est. Cost $110.11 Unrealized +130.5%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,597 Shares 6,559 Est. Cost $195.08 Unrealized +18.7%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,594 Shares 16,152 Est. Cost $63.68 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,558 Shares 17,076 Est. Cost $111.75 Unrealized -14.1%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,546 Shares 12,540 Est. Cost $74.61 Unrealized +25.0%
VPU VANGUARD 0.2%
Value ($000) $1,442 Shares 8,169 Est. Cost $112.65 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,409 Shares 2,593 Est. Cost $378.59 Unrealized +38.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,408 Shares 10,474 Est. Cost $70.26 Unrealized +74.1%
DHI DR HORTON INC 0.2%
Value ($000) $1,376 Shares 10,671 Est. Cost $63.45 Unrealized +92.8%
BCSF BAIN CAPITAL SPECIALTY FINANCE 0.2%
Value ($000) $1,371 Shares 91,150 Est. Cost $13.69 Unrealized 0.0%
WFC WELLS FARGO CO 0.2%
Value ($000) $1,365 Shares 17,043 Est. Cost $55.73 Unrealized +27.7%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,365 Shares 1,379 Est. Cost $308.99 Unrealized +220.6%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $1,329 Shares 44,405 Est. Cost $28.46 Unrealized
BSCQ INVESCO 0.2%
Value ($000) $1,306 Shares 66,924 Est. Cost $19.48 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $1,304 Shares 1,243 Est. Cost $987.14 Unrealized -5.5%
IDEV ISHARES 0.1%
Value ($000) $1,294 Shares 17,012 Est. Cost $63.79 Unrealized
BSCS INVESCO 0.1%
Value ($000) $1,293 Shares 63,086 Est. Cost $20.25 Unrealized
EEM ISHARES 0.1%
Value ($000) $1,290 Shares 26,747 Est. Cost $41.51 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $1,244 Shares 2,369 Est. Cost $625.26 Unrealized -11.1%
VIGI VANGUARD 0.1%
Value ($000) $1,202 Shares 13,339 Est. Cost $66.12 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,199 Shares 8,451 Est. Cost $136.28 Unrealized -20.1%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $1,199 Shares 24,377 Est. Cost $37.77 Unrealized +20.6%
BSCT INVESCO 0.1%
Value ($000) $1,186 Shares 63,447 Est. Cost $18.42 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,171 Shares 25,287 Est. Cost $54.18 Unrealized -12.9%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $1,165 Shares 2,664 Est. Cost $128.16 Unrealized +206.7%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,164 Shares 4,547 Est. Cost $192.39 Unrealized +21.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,139 Shares 2,460 Est. Cost $350.67 Unrealized +30.9%
ETN EATON CORP PLC 0.1%
Value ($000) $1,129 Shares 3,162 Est. Cost $307.12 Unrealized -0.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,106 Shares 3,330 Est. Cost $276.08 Unrealized +2.2%
RVTY REVVITY INC 0.1%
Value ($000) $1,103 Shares 11,400 Est. Cost $140.37 Unrealized -33.0%
CI CIGNA CORP 0.1%
Value ($000) $1,094 Shares 3,309 Est. Cost $274.51 Unrealized +15.8%
BSCR INVESCO 0.1%
Value ($000) $1,088 Shares 55,384 Est. Cost $19.49 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,085 Shares 48,417 Est. Cost $20.72 Unrealized 0.0%
VGT VANGUARD 0.1%
Value ($000) $1,079 Shares 1,627 Est. Cost $594.40 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $1,070 Shares 9,670 Est. Cost $118.96 Unrealized -9.8%
IWR ISHARES 0.1%
Value ($000) $1,061 Shares 11,541 Est. Cost $68.92 Unrealized
QQQ INVESCO 0.1%
Value ($000) $1,028 Shares 1,864 Est. Cost $272.76 Unrealized
ICSH ISHARES 0.1%
Value ($000) $1,006 Shares 19,837 Est. Cost $50.41 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $992 Shares 1,259 Est. Cost $603.10 Unrealized +11.8%
JMBS JANUS HENDERSON 0.1%
Value ($000) $987 Shares 21,899 Est. Cost $52.28 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $985 Shares 9,973 Est. Cost $81.39 Unrealized 0.0%
KTOS KRATOS DEFENSE SECURITY 0.1%
Value ($000) $975 Shares 20,990 Est. Cost $30.35 Unrealized +19.3%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $951 Shares 6,098 Est. Cost $136.19 Unrealized +15.6%
PTF INVESCO 0.1%
Value ($000) $926 Shares 13,560 Est. Cost $49.40 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $858 Shares 6,437 Est. Cost $69.75 Unrealized +62.8%
ASML ASML HOLDING NV 0.1%
Value ($000) $823 Shares 1,027 Est. Cost $726.33 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $814 Shares 11,312 Est. Cost $76.85 Unrealized -6.4%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $808 Shares 3,099 Est. Cost $126.80 Unrealized +101.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $796 Shares 1,964 Est. Cost $422.47 Unrealized -1.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $767 Shares 17,274 Est. Cost $35.98 Unrealized +23.3%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $764 Shares 12,296 Est. Cost $44.48 Unrealized +30.2%
VYM VANGUARD 0.1%
Value ($000) $754 Shares 5,657 Est. Cost $128.55 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $738 Shares 2,259 Est. Cost $137.11 Unrealized +123.7%
EQIX EQUINIX INC 0.1%
Value ($000) $729 Shares 916 Est. Cost $556.56 Unrealized +50.1%
SRLN SPDR 0.1%
Value ($000) $714 Shares 17,164 Est. Cost $41.73 Unrealized
EFA ISHARES 0.1%
Value ($000) $712 Shares 7,970 Est. Cost $63.52 Unrealized
IWM ISHARES 0.1%
Value ($000) $710 Shares 3,288 Est. Cost $170.91 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.1%
Value ($000) $704 Shares 6,788 Est. Cost $93.11 Unrealized +9.5%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $699 Shares 2,292 Est. Cost $200.50 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $685 Shares 1,761 Est. Cost $452.23 Unrealized -12.3%
BSCU INVESCO 0.1%
Value ($000) $672 Shares 40,063 Est. Cost $16.58 Unrealized
VCSH VANGUARD 0.1%
Value ($000) $669 Shares 8,413 Est. Cost $80.74 Unrealized
GEV GE VERNOVA LLC 0.1%
Value ($000) $666 Shares 1,259 Est. Cost $415.97 Unrealized 0.0%
AGG ISHARES 0.1%
Value ($000) $663 Shares 6,682 Est. Cost $95.20 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $656 Shares 2,897 Est. Cost $146.12 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $649 Shares 1,230 Est. Cost $326.45 Unrealized +52.1%
VTV VANGUARD 0.1%
Value ($000) $626 Shares 3,543 Est. Cost $140.44 Unrealized
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $622 Shares 2,456 Est. Cost $182.73 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $618 Shares 9,833 Est. Cost $24.96 Unrealized +131.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $617 Shares 4,242 Est. Cost $63.19 Unrealized +133.5%
LQD ISHARES 0.1%
Value ($000) $600 Shares 5,472 Est. Cost $126.79 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $599 Shares 1,425 Est. Cost $278.05 Unrealized +49.3%
VNQ VANGUARD 0.1%
Value ($000) $548 Shares 6,150 Est. Cost $82.62 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $533 Shares 4,152 Est. Cost $112.23 Unrealized -13.4%
LIN LINDE PLC 0.1%
Value ($000) $526 Shares 1,122 Est. Cost $335.74 Unrealized +34.7%
EOG EOG RESOURCES INC 0.1%
Value ($000) $526 Shares 4,398 Est. Cost $104.02 Unrealized +7.7%
MGMT ABSOLUTE 0.1%
Value ($000) $524 Shares 13,277 Est. Cost $38.25 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $520 Shares 9,198 Est. Cost $50.03 Unrealized +6.3%
DON WISDOMTREE 0.1%
Value ($000) $520 Shares 10,370 Est. Cost $36.19 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $518 Shares 2,496 Est. Cost $129.86 Unrealized +34.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $516 Shares 7,655 Est. Cost $63.26 Unrealized +3.0%
CEG CONSTELLATION ENERGY CORP. 0.1%
Value ($000) $499 Shares 1,546 Est. Cost $141.42 Unrealized +86.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $498 Shares 2,092 Est. Cost $115.93 Unrealized +77.7%
INVESCO 0.1%
Value ($000) $492 Shares 23,779 Est. Cost $20.55 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $489 Shares 3,959 Est. Cost $47.33 Unrealized +148.3%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $482 Shares 850 Est. Cost $445.37 Unrealized +26.2%
SCHM SCHWAB 0.1%
Value ($000) $480 Shares 17,100 Est. Cost $42.15 Unrealized
BSMQ INVESCO 0.1%
Value ($000) $477 Shares 20,236 Est. Cost $23.67 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $473 Shares 4,713 Est. Cost $94.78 Unrealized +9.4%
IWY ISHARES 0.1%
Value ($000) $468 Shares 1,900 Est. Cost $175.22 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $462 Shares 10,996 Est. Cost $40.11 Unrealized 0.0%
JNK SPDR 0.1%
Value ($000) $456 Shares 4,690 Est. Cost $102.85 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $454 Shares 2,494 Est. Cost $88.68 Unrealized +88.7%
TJX TJX COS INC 0.1%
Value ($000) $445 Shares 3,606 Est. Cost $78.75 Unrealized +59.8%
VLTO VERALTO CORP 0.1%
Value ($000) $444 Shares 4,398 Est. Cost $73.75 Unrealized +30.4%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $443 Shares 20,185 Est. Cost $10.08 Unrealized +98.1%
IJH ISHARES 0.1%
Value ($000) $442 Shares 7,124 Est. Cost $82.42 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $440 Shares 3,667 Est. Cost $151.49 Unrealized -13.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $433 Shares 7,153 Est. Cost $40.93 Unrealized +46.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $422 Shares 2,850 Est. Cost $73.57 Unrealized +96.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $419 Shares 8,091 Est. Cost $64.08 Unrealized -16.1%
FCNCA FIRST CITIZENS BANCSHARES INC NC 0.0%
Value ($000) $401 Shares 205 Est. Cost $1633.54 Unrealized +10.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $397 Shares 1,734 Est. Cost $117.39 Unrealized +95.6%
TSLA TESLA INC 0.0%
Value ($000) $391 Shares 1,231 Est. Cost $210.79 Unrealized +42.9%
MCO MOODYS CORP 0.0%
Value ($000) $389 Shares 775 Est. Cost $310.84 Unrealized +48.3%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $386 Shares 3,044 Est. Cost $72.25 Unrealized +39.1%
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value ($000) $383 Shares 938 Est. Cost $360.98 Unrealized +6.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $381 Shares 21,040 Est. Cost $10.13 Unrealized
BSMR INVESCO 0.0%
Value ($000) $379 Shares 16,134 Est. Cost $23.58 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $378 Shares 1,470 Est. Cost $218.59 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $378 Shares 4,540 Est. Cost $67.13 Unrealized +17.3%
CATH GLOBAL X 0.0%
Value ($000) $377 Shares 5,000 Est. Cost $70.84 Unrealized
VNQI VANGUARD 0.0%
Value ($000) $371 Shares 8,045 Est. Cost $53.24 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING 0.0%
Value ($000) $371 Shares 15,580 Est. Cost $21.95 Unrealized 0.0%
VAW VANGUARD 0.0%
Value ($000) $370 Shares 1,899 Est. Cost $126.20 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $363 Shares 2,071 Est. Cost $125.90 Unrealized +37.2%
SCHA SCHWAB 0.0%
Value ($000) $363 Shares 14,329 Est. Cost $34.83 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $360 Shares 1,306 Est. Cost $168.23 Unrealized +59.6%
EATON VANCE 0.0%
Value ($000) $359 Shares 14,888 Est. Cost $24.05 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $354 Shares 5,191 Est. Cost $57.94 Unrealized +17.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $348 Shares 2,093 Est. Cost $145.16 Unrealized +1.9%
IJR ISHARES 0.0%
Value ($000) $346 Shares 3,168 Est. Cost $77.52 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $342 Shares 3,561 Est. Cost $91.30 Unrealized +7.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $341 Shares 13,205 Est. Cost $28.50 Unrealized -6.5%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $333 Shares 861 Est. Cost $370.76 Unrealized +3.9%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $330 Shares 2,560 Est. Cost $119.59 Unrealized +10.1%
GLW CORNING INC 0.0%
Value ($000) $328 Shares 6,243 Est. Cost $26.76 Unrealized +73.0%
MMM 3M CO 0.0%
Value ($000) $327 Shares 2,146 Est. Cost $128.38 Unrealized +10.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $324 Shares 362 Est. Cost $367.67 Unrealized +103.6%
STX SEAGATE TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $324 Shares 2,244 Est. Cost $98.15 Unrealized +4.4%
VUG VANGUARD 0.0%
Value ($000) $313 Shares 713 Est. Cost $310.88 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $312 Shares 3,235 Est. Cost $57.67 Unrealized +53.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $310 Shares 3,406 Est. Cost $56.11 Unrealized +49.6%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $309 Shares 3,167 Est. Cost $56.53 Unrealized +63.3%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $308 Shares 544 Est. Cost $455.16 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $304 Shares 11,987 Est. Cost $20.14 Unrealized
PEJ INVESCO 0.0%
Value ($000) $287 Shares 5,045 Est. Cost $41.93 Unrealized
RFG INVESCO 0.0%
Value ($000) $282 Shares 5,780 Est. Cost $67.17 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $282 Shares 1,742 Est. Cost $161.74 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $273 Shares 3,100 Est. Cost $68.22 Unrealized +21.8%
CMI CUMMINS INC 0.0%
Value ($000) $269 Shares 822 Est. Cost $206.40 Unrealized +48.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $269 Shares 3,678 Est. Cost $35.70 Unrealized +88.6%
INVESCO 0.0%
Value ($000) $269 Shares 10,949 Est. Cost $24.53 Unrealized
VT VANGUARD 0.0%
Value ($000) $268 Shares 2,086 Est. Cost $102.88 Unrealized
RZG INVESCO 0.0%
Value ($000) $268 Shares 5,295 Est. Cost $65.68 Unrealized
IDU ISHARES 0.0%
Value ($000) $267 Shares 2,558 Est. Cost $79.93 Unrealized
BSCV INVESCO 0.0%
Value ($000) $265 Shares 16,061 Est. Cost $16.53 Unrealized
SCHD SCHWAB 0.0%
Value ($000) $263 Shares 9,916 Est. Cost $61.53 Unrealized
VTI VANGUARD 0.0%
Value ($000) $263 Shares 864 Est. Cost $237.90 Unrealized
BSMS INVESCO 0.0%
Value ($000) $259 Shares 11,138 Est. Cost $23.18 Unrealized
MINT PIMCO 0.0%
Value ($000) $256 Shares 2,550 Est. Cost $100.54 Unrealized
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $254 Shares 3,000 Est. Cost $81.48 Unrealized
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $254 Shares 1,767 Est. Cost $176.51 Unrealized -22.2%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $254 Shares 462 Est. Cost $575.68 Unrealized -8.5%
CDW CDW CORP COM 0.0%
Value ($000) $253 Shares 1,415 Est. Cost $168.84 Unrealized -0.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $251 Shares 1,369 Est. Cost $157.45 Unrealized 0.0%
PDP INVESCO 0.0%
Value ($000) $227 Shares 2,095 Est. Cost $98.78 Unrealized
XLI SELECT SECTOR SPDR 0.0%
Value ($000) $225 Shares 1,526 Est. Cost $131.07 Unrealized
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $220 Shares 2,045 Est. Cost $100.70 Unrealized +0.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $217 Shares 2,775 Est. Cost $69.58 Unrealized +7.2%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $207 Shares 1,150 Est. Cost $175.97 Unrealized +0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $206 Shares 706 Est. Cost $272.45 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $206 Shares 6,300 Est. Cost $29.78 Unrealized 0.0%
SSRM SSR MINING INC 0.0%
Value ($000) $201 Shares 15,774 Est. Cost $12.15 Unrealized -7.2%
DRD DRDGOLD LIMITED 0.0%
Value ($000) $201 Shares 15,073 Est. Cost $7.95 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $181 Shares 30,201 Est. Cost $2.53 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $172 Shares 13,366 Est. Cost $37.10 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $172 Shares 14,049 Est. Cost $9.83 Unrealized
NUVEEN 0.0%
Value ($000) $141 Shares 14,000 Est. Cost $10.02 Unrealized
SAFETY SHOT INC 0.0%
Value ($000) $6 Shares 19,000 Est. Cost $2.39 Unrealized