Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $457,227 (100.0% shares, 0.0% debt)

Holdings (190)

AAPL APPLE INC 4.8%
Value ($000) $22,085 Shares 169,977 Est. Cost $102.54 Unrealized +37.2%
MSFT MICROSOFT CORP 4.7%
Value ($000) $21,404 Shares 89,249 Est. Cost $144.09 Unrealized +62.4%
AMZN AMAZON COM INC 3.4%
Value ($000) $15,470 Shares 184,161 Est. Cost $121.15 Unrealized -18.5%
GOOG ALPHABET INC 3.0%
Value ($000) $13,721 Shares 154,637 Est. Cost $106.92 Unrealized -11.4%
HD HOME DEPOT INC 3.0%
Value ($000) $13,569 Shares 42,958 Est. Cost $239.46 Unrealized +17.4%
NFLX NETFLIX INC 2.9%
Value ($000) $13,197 Shares 44,754 Est. Cost $22.18 Unrealized +26.5%
COST COSTCO WHSL CORP NEW 2.5%
Value ($000) $11,595 Shares 25,400 Est. Cost $350.51 Unrealized +33.7%
BIL SPDR SER TR 2.5%
Value ($000) $11,511 Shares 125,845 Est. Cost $91.48 Unrealized
META META PLATFORMS INC 2.4%
Value ($000) $10,795 Shares 89,704 Est. Cost $167.80 Unrealized -30.5%
UNILEVER PLC 2.2%
Value ($000) $10,208 Shares 202,740 Est. Cost $45.58 Unrealized
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $9,133 Shares 68,107 Est. Cost $100.16 Unrealized +17.5%
TGT TARGET CORP 1.8%
Value ($000) $8,071 Shares 54,153 Est. Cost $158.17 Unrealized -10.9%
RSP INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $7,832 Shares 55,445 Est. Cost $142.96 Unrealized
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $7,796 Shares 14,704 Est. Cost $258.97 Unrealized +93.2%
VOO VANGUARD INDEX FDS 1.7%
Value ($000) $7,703 Shares 21,924 Est. Cost $345.73 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $7,598 Shares 19,775 Est. Cost $349.93 Unrealized
IEUR ISHARES TR 1.6%
Value ($000) $7,429 Shares 156,398 Est. Cost $39.54 Unrealized
GSK GSK PLC 1.6%
Value ($000) $7,422 Shares 211,204 Est. Cost $29.43 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $6,800 Shares 221,873 Est. Cost $29.99 Unrealized
BAC BANK AMERICA CORP 1.5%
Value ($000) $6,703 Shares 202,391 Est. Cost $30.59 Unrealized +3.7%
CAG CONAGRA BRANDS INC 1.4%
Value ($000) $6,306 Shares 162,953 Est. Cost $28.41 Unrealized +9.0%
VYM VANGUARD WHITEHALL FDS 1.4%
Value ($000) $6,215 Shares 57,436 Est. Cost $87.14 Unrealized
TM TOYOTA MOTOR CORP 1.3%
Value ($000) $6,085 Shares 44,551 Est. Cost $136.79 Unrealized
IVW ISHARES TR 1.3%
Value ($000) $6,040 Shares 103,250 Est. Cost $76.22 Unrealized
MCHI ISHARES TR 1.3%
Value ($000) $5,930 Shares 124,842 Est. Cost $44.56 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $5,665 Shares 38,766 Est. Cost $19.10 Unrealized -23.3%
AMD ADVANCED MICRO DEVICES INC 1.2%
Value ($000) $5,545 Shares 85,612 Est. Cost $75.74 Unrealized -12.8%
BUFR FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $5,520 Shares 248,556 Est. Cost $22.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $5,181 Shares 16,771 Est. Cost $264.19 Unrealized +12.4%
USFR WISDOMTREE TR 1.0%
Value ($000) $4,545 Shares 90,407 Est. Cost $50.27 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $4,441 Shares 166,396 Est. Cost $25.12 Unrealized
ALB ALBEMARLE CORP 0.9%
Value ($000) $4,297 Shares 19,814 Est. Cost $232.75 Unrealized +9.4%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $4,218 Shares 15,840 Est. Cost $275.74 Unrealized
HMC HONDA MOTOR LTD 0.9%
Value ($000) $4,138 Shares 181,021 Est. Cost $22.38 Unrealized
UNITED STATES STL CORP NEW 0.9%
Value ($000) $4,114 Shares 164,247 Est. Cost $19.15 Unrealized
IJR ISHARES TR 0.9%
Value ($000) $4,087 Shares 43,184 Est. Cost $104.00 Unrealized
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $3,751 Shares 90,852 Est. Cost $39.12 Unrealized +4.4%
TSLA TESLA INC 0.8%
Value ($000) $3,673 Shares 29,822 Est. Cost $260.03 Unrealized -27.2%
VNQ VANGUARD INDEX FDS 0.7%
Value ($000) $3,366 Shares 40,806 Est. Cost $87.84 Unrealized
BILL BILL COM HLDGS INC 0.7%
Value ($000) $3,304 Shares 30,325 Est. Cost $191.74 Unrealized -37.4%
KNG FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $3,275 Shares 64,106 Est. Cost $52.89 Unrealized
COIN COINBASE GLOBAL INC 0.7%
Value ($000) $3,209 Shares 90,676 Est. Cost $86.79 Unrealized -39.3%
ASML ASML HOLDING N V 0.7%
Value ($000) $3,192 Shares 5,841 Est. Cost $415.32 Unrealized
FLOT ISHARES TR 0.7%
Value ($000) $3,162 Shares 62,833 Est. Cost $50.24 Unrealized
NET CLOUDFLARE INC 0.7%
Value ($000) $3,031 Shares 67,038 Est. Cost $63.76 Unrealized -22.4%
IYR ISHARES TR 0.7%
Value ($000) $3,018 Shares 35,845 Est. Cost $81.42 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,543 Shares 16,780 Est. Cost $119.79 Unrealized +8.3%
RDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,501 Shares 56,948 Est. Cost $43.92 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $2,439 Shares 6,668 Est. Cost $290.80 Unrealized +18.9%
PFF ISHARES TR 0.5%
Value ($000) $2,402 Shares 78,685 Est. Cost $34.02 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.5%
Value ($000) $2,342 Shares 173,752 Est. Cost $20.25 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,284 Shares 16,813 Est. Cost $135.92 Unrealized
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $2,264 Shares 10,684 Est. Cost $214.18 Unrealized -12.8%
FNK FIRST TR EXCHANGE-TRADED ALP 0.5%
Value ($000) $2,245 Shares 52,243 Est. Cost $44.94 Unrealized
OILK PROSHARES TR 0.5%
Value ($000) $2,222 Shares 49,578 Est. Cost $44.82 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.5%
Value ($000) $2,215 Shares 120,159 Est. Cost $29.44 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,137 Shares 28,290 Est. Cost $66.42 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,133 Shares 24,387 Est. Cost $74.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,121 Shares 53,824 Est. Cost $36.56 Unrealized -15.9%
DVLU FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,952 Shares 88,002 Est. Cost $22.41 Unrealized
IYH ISHARES TR 0.4%
Value ($000) $1,840 Shares 6,485 Est. Cost $253.04 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,753 Shares 3,213 Est. Cost $389.83 Unrealized +27.0%
UCON FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,733 Shares 71,895 Est. Cost $25.33 Unrealized
V VISA INC 0.4%
Value ($000) $1,703 Shares 8,195 Est. Cost $194.37 Unrealized +1.3%
SHV ISHARES TR 0.4%
Value ($000) $1,690 Shares 15,373 Est. Cost $110.20 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,638 Shares 36,743 Est. Cost $44.06 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $1,633 Shares 4,353 Est. Cost $321.03 Unrealized +14.4%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,628 Shares 19,475 Est. Cost $73.31 Unrealized +0.7%
SHY ISHARES TR 0.3%
Value ($000) $1,591 Shares 19,602 Est. Cost $83.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,586 Shares 11,260 Est. Cost $112.10 Unrealized +9.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,540 Shares 13,962 Est. Cost $96.28 Unrealized 0.0%
XSEP FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,455 Shares 47,055 Est. Cost $30.92 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $1,436 Shares 20,115 Est. Cost $63.68 Unrealized -6.4%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,427 Shares 8,700 Est. Cost $148.98 Unrealized -0.8%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,369 Shares 8,287 Est. Cost $151.64 Unrealized +0.2%
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $1,357 Shares 7,086 Est. Cost $171.75 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,344 Shares 28,869 Est. Cost $46.55 Unrealized
MMM 3M CO 0.3%
Value ($000) $1,338 Shares 11,160 Est. Cost $108.88 Unrealized -16.7%
INTC INTEL CORP 0.3%
Value ($000) $1,336 Shares 50,563 Est. Cost $44.44 Unrealized -40.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,310 Shares 22,036 Est. Cost $59.44 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,308 Shares 13,322 Est. Cost $96.53 Unrealized
DDIV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,308 Shares 45,712 Est. Cost $27.21 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $1,226 Shares 7,064 Est. Cost $159.11 Unrealized 0.0%
IYE ISHARES TR 0.3%
Value ($000) $1,199 Shares 25,784 Est. Cost $39.29 Unrealized
HUM HUMANA INC 0.3%
Value ($000) $1,191 Shares 2,325 Est. Cost $497.65 Unrealized +2.1%
AZO AUTOZONE INC 0.2%
Value ($000) $1,137 Shares 461 Est. Cost $1991.31 Unrealized +21.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,093 Shares 14,577 Est. Cost $69.90 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $1,066 Shares 9,868 Est. Cost $138.55 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,064 Shares 19,185 Est. Cost $58.12 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,061 Shares 40,353 Est. Cost $24.85 Unrealized
TFLO ISHARES TR 0.2%
Value ($000) $1,050 Shares 20,838 Est. Cost $50.41 Unrealized
SPDR SER TR 0.2%
Value ($000) $1,002 Shares 12,191 Est. Cost $82.21 Unrealized
DRIP DIREXION SHS ETF TR 0.2%
Value ($000) $972 Shares 68,370 Est. Cost $14.22 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $945 Shares 13,296 Est. Cost $72.63 Unrealized
HESS CORP 0.2%
Value ($000) $915 Shares 6,455 Est. Cost $141.82 Unrealized
T AT&T INC 0.2%
Value ($000) $908 Shares 49,302 Est. Cost $14.91 Unrealized +1.3%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $894 Shares 13,410 Est. Cost $56.63 Unrealized +2.4%
CI CIGNA CORP NEW 0.2%
Value ($000) $882 Shares 2,663 Est. Cost $264.78 Unrealized +12.9%
VICI VICI PPTYS INC 0.2%
Value ($000) $847 Shares 26,128 Est. Cost $27.39 Unrealized -1.5%
TUR ISHARES INC 0.2%
Value ($000) $834 Shares 22,544 Est. Cost $28.17 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value ($000) $796 Shares 3,351 Est. Cost $191.72 Unrealized +11.3%
HUBB HUBBELL INC 0.2%
Value ($000) $793 Shares 3,381 Est. Cost $229.44 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.2%
Value ($000) $771 Shares 3,632 Est. Cost $199.79 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $763 Shares 1,275 Est. Cost $526.19 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $751 Shares 8,515 Est. Cost $110.25 Unrealized -14.4%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $742 Shares 9,040 Est. Cost $82.10 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.2%
Value ($000) $742 Shares 14,427 Est. Cost $50.20 Unrealized 0.0%
ACHC ACADIA HEALTHCARE COMPANY IN 0.2%
Value ($000) $734 Shares 8,919 Est. Cost $79.95 Unrealized +3.1%
UNM UNUM GROUP 0.2%
Value ($000) $726 Shares 17,704 Est. Cost $33.85 Unrealized +23.8%
NBIX NEUROCRINE BIOSCIENCES INC 0.2%
Value ($000) $710 Shares 5,947 Est. Cost $117.13 Unrealized 0.0%
VMI VALMONT INDS INC 0.2%
Value ($000) $707 Shares 2,139 Est. Cost $317.17 Unrealized 0.0%
MUSA MURPHY USA INC 0.2%
Value ($000) $707 Shares 2,529 Est. Cost $275.20 Unrealized +3.8%
NKE NIKE INC 0.2%
Value ($000) $703 Shares 6,012 Est. Cost $101.57 Unrealized -6.2%
LOW LOWES COS INC 0.2%
Value ($000) $702 Shares 3,523 Est. Cost $188.18 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $688 Shares 3,649 Est. Cost $97.68 Unrealized +85.9%
O REALTY INCOME CORP 0.2%
Value ($000) $686 Shares 10,814 Est. Cost $54.52 Unrealized -4.2%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $676 Shares 6,918 Est. Cost $91.75 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $655 Shares 38,355 Est. Cost $17.09 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $654 Shares 1,170 Est. Cost $47.61 Unrealized 0.0%
EWW ISHARES INC 0.1%
Value ($000) $624 Shares 12,612 Est. Cost $49.45 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $607 Shares 22,410 Est. Cost $27.07 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $596 Shares 4,082 Est. Cost $167.75 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $539 Shares 33,141 Est. Cost $14.95 Unrealized 0.0%
IYJ ISHARES TR 0.1%
Value ($000) $529 Shares 5,481 Est. Cost $96.46 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $523 Shares 3,725 Est. Cost $115.43 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $522 Shares 2,450 Est. Cost $298.26 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $518 Shares 11,089 Est. Cost $51.70 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $512 Shares 28,493 Est. Cost $17.96 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $492 Shares 3,512 Est. Cost $123.03 Unrealized +12.8%
TSN TYSON FOODS INC 0.1%
Value ($000) $491 Shares 7,889 Est. Cost $74.62 Unrealized -21.9%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $482 Shares 7,981 Est. Cost $51.06 Unrealized -7.9%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $475 Shares 9,616 Est. Cost $51.52 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $470 Shares 1,774 Est. Cost $175.46 Unrealized +65.8%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $455 Shares 5,095 Est. Cost $75.17 Unrealized +7.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $451 Shares 2,211 Est. Cost $221.66 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $442 Shares 6,090 Est. Cost $44.51 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $439 Shares 3,996 Est. Cost $127.05 Unrealized -14.3%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $439 Shares 5,089 Est. Cost $71.76 Unrealized +22.2%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $431 Shares 2,685 Est. Cost $171.96 Unrealized -7.0%
BLACKROCK INC 0.1%
Value ($000) $423 Shares 597 Est. Cost $799.81 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $418 Shares 2,935 Est. Cost $141.33 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $418 Shares 814 Est. Cost $469.78 Unrealized +3.1%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $400 Shares 17,178 Est. Cost $25.25 Unrealized
WWD WOODWARD INC 0.1%
Value ($000) $390 Shares 4,040 Est. Cost $92.33 Unrealized -1.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $389 Shares 3,340 Est. Cost $106.44 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $388 Shares 4,182 Est. Cost $78.65 Unrealized +6.4%
PEP PEPSICO INC 0.1%
Value ($000) $387 Shares 2,142 Est. Cost $150.66 Unrealized +6.8%
IYZ ISHARES TR 0.1%
Value ($000) $378 Shares 16,866 Est. Cost $20.88 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $374 Shares 12,201 Est. Cost $29.46 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $369 Shares 8,535 Est. Cost $43.23 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $368 Shares 2,957 Est. Cost $124.44 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $357 Shares 12,014 Est. Cost $27.87 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $357 Shares 2,547 Est. Cost $124.07 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $357 Shares 14,551 Est. Cost $22.83 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $350 Shares 3,116 Est. Cost $112.24 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $350 Shares 23,662 Est. Cost $16.34 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $344 Shares 15,296 Est. Cost $23.74 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $341 Shares 2,712 Est. Cost $114.90 Unrealized -0.4%
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $340 Shares 15,361 Est. Cost $23.75 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $338 Shares 4,644 Est. Cost $72.69 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $335 Shares 11,200 Est. Cost $25.00 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $329 Shares 5,153 Est. Cost $61.93 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $323 Shares 14,592 Est. Cost $23.52 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $311 Shares 973 Est. Cost $313.01 Unrealized 0.0%
QYLD GLOBAL X FDS 0.1%
Value ($000) $301 Shares 18,934 Est. Cost $17.16 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $296 Shares 2,981 Est. Cost $78.36 Unrealized +11.7%
AIRR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $296 Shares 6,702 Est. Cost $38.19 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $291 Shares 7,401 Est. Cost $42.25 Unrealized
IDGT ISHARES TR 0.1%
Value ($000) $280 Shares 4,045 Est. Cost $69.13 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $278 Shares 1,119 Est. Cost $131.02 Unrealized
XDSQ INNOVATOR ETFS TR 0.1%
Value ($000) $275 Shares 11,427 Est. Cost $24.06 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $275 Shares 4,532 Est. Cost $64.27 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $267 Shares 1,754 Est. Cost $139.99 Unrealized -3.7%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $257 Shares 1,898 Est. Cost $135.34 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $253 Shares 8,963 Est. Cost $35.49 Unrealized
HLN HALEON PLC 0.1%
Value ($000) $241 Shares 30,113 Est. Cost $6.10 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $231 Shares 1,153 Est. Cost $195.06 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $219 Shares 2,824 Est. Cost $80.78 Unrealized -9.1%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $219 Shares 1,697 Est. Cost $129.16 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $218 Shares 3,607 Est. Cost $60.45 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $217 Shares 6,137 Est. Cost $35.43 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $214 Shares 11,692 Est. Cost $18.30 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $212 Shares 4,440 Est. Cost $41.47 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $208 Shares 5,009 Est. Cost $41.61 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $204 Shares 1,260 Est. Cost $137.22 Unrealized 0.0%
NU NU HLDGS LTD 0.0%
Value ($000) $104 Shares 25,576 Est. Cost $4.35 Unrealized 0.0%
SNAP ONE HOLDINGS CORP 0.0%
Value ($000) $88 Shares 11,827 Est. Cost $14.71 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $71 Shares 14,349 Est. Cost $7.24 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $69 Shares 13,605 Est. Cost $6.47 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $6 Shares 12,600 Est. Cost Unrealized