USA FINANCIAL FORMULAS Quant / Systematic

CIK: 0001633716 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 15, 2025

Total Value ($000): $605,677 (100.0% shares, 0.0% debt)

Holdings (274)

SPY SPDR S&P 500 20.5%
Value ($000) $124,149 Shares 221,937 Est. Cost $508.16 Unrealized
IVW iShares S&P 500 Growth ETF 20.2%
Value ($000) $122,146 Shares 1,315,807 Est. Cost $81.99 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 20.1%
Value ($000) $122,028 Shares 290,626 Est. Cost $423.31 Unrealized
IVV iShares Core S&P 500 5.6%
Value ($000) $34,103 Shares 60,692 Est. Cost $481.06 Unrealized
LQD iShares iBoxx USD Inv Grade Corp Bond ETF 5.5%
Value ($000) $33,492 Shares 308,139 Est. Cost $110.60 Unrealized
BIL SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 3.8%
Value ($000) $22,772 Shares 248,255 Est. Cost $91.43 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 3.1%
Value ($000) $18,631 Shares 195,352 Est. Cost $95.37 Unrealized
QQQ Invesco QQQ Trust ETF 0.8%
Value ($000) $5,115 Shares 10,909 Est. Cost $458.43 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7%
Value ($000) $4,415 Shares 36,877 Est. Cost $119.73 Unrealized
IJS iShares S&P Small-Cap 600 Value ETF 0.7%
Value ($000) $4,343 Shares 44,550 Est. Cost $97.48 Unrealized
TMUS T-Mobile US Inc 0.5%
Value ($000) $2,860 Shares 10,725 Est. Cost $158.06 Unrealized +53.8%
GILD Gilead Sciences, Inc. 0.4%
Value ($000) $2,725 Shares 24,318 Est. Cost $91.26 Unrealized +10.2%
CSCO Cisco Systems, Inc. 0.4%
Value ($000) $2,686 Shares 43,520 Est. Cost $57.54 Unrealized +4.4%
FTNT Fortinet Inc 0.4%
Value ($000) $2,428 Shares 25,223 Est. Cost $94.02 Unrealized +7.8%
NFLX Netflix Inc. 0.4%
Value ($000) $2,296 Shares 2,462 Est. Cost $68.32 Unrealized +39.2%
ISRG Intuitive Surgical Inc 0.4%
Value ($000) $2,217 Shares 4,476 Est. Cost $482.34 Unrealized +14.7%
META Meta Platforms Inc - Ordinary Shares - Class A 0.4%
Value ($000) $2,166 Shares 3,758 Est. Cost $610.17 Unrealized +5.4%
MA Mastercard Incorporated - Ordinary Shares - Class A 0.3%
Value ($000) $1,895 Shares 3,458 Est. Cost $529.86 Unrealized +2.3%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $1,817 Shares 21,664 Est. Cost $52.91 Unrealized +56.0%
BSX Boston Scientific Corp. 0.3%
Value ($000) $1,809 Shares 17,937 Est. Cost $76.74 Unrealized +31.2%
FOXA Fox Corporation - Ordinary Shares - Class A 0.3%
Value ($000) $1,651 Shares 29,161 Est. Cost $44.84 Unrealized +17.0%
AAPL Apple Inc 0.3%
Value ($000) $1,606 Shares 7,228 Est. Cost $222.73 Unrealized +3.6%
V Visa Inc - Ordinary Shares - Class A 0.2%
Value ($000) $1,513 Shares 4,316 Est. Cost $336.32 Unrealized 0.0%
EXC Exelon Corp. 0.2%
Value ($000) $1,512 Shares 32,821 Est. Cost $40.50 Unrealized 0.0%
ABT Abbott Laboratories 0.2%
Value ($000) $1,492 Shares 11,251 Est. Cost $121.32 Unrealized +3.4%
BKR Baker Hughes Co - Ordinary Shares - Class A 0.2%
Value ($000) $1,475 Shares 33,565 Est. Cost $39.71 Unrealized +10.3%
ETR Entergy Corp. 0.2%
Value ($000) $1,460 Shares 17,080 Est. Cost $69.65 Unrealized +15.5%
XEL Xcel Energy, Inc. 0.2%
Value ($000) $1,460 Shares 20,621 Est. Cost $64.42 Unrealized +2.5%
AXON Axon Enterprise Inc 0.2%
Value ($000) $1,450 Shares 2,756 Est. Cost $559.21 Unrealized +4.7%
HON Honeywell International Inc 0.2%
Value ($000) $1,421 Shares 6,712 Est. Cost $187.06 Unrealized +6.1%
VRSK Verisk Analytics Inc 0.2%
Value ($000) $1,405 Shares 4,721 Est. Cost $269.37 Unrealized +6.3%
ADSK Autodesk Inc. 0.2%
Value ($000) $1,388 Shares 5,302 Est. Cost $293.51 Unrealized -3.1%
NDAQ Nasdaq Inc - Ordinary Shares - 144A 0.2%
Value ($000) $1,353 Shares 17,842 Est. Cost $76.81 Unrealized +1.3%
AMZN Amazon.com Inc. 0.2%
Value ($000) $1,334 Shares 7,010 Est. Cost $206.01 Unrealized +5.3%
DDOG Datadog Inc - Ordinary Shares - Class A 0.2%
Value ($000) $1,265 Shares 12,747 Est. Cost $133.63 Unrealized -5.6%
C Citigroup Inc 0.2%
Value ($000) $1,240 Shares 17,471 Est. Cost $74.53 Unrealized 0.0%
DRI Darden Restaurants, Inc. 0.2%
Value ($000) $1,220 Shares 5,874 Est. Cost $188.66 Unrealized 0.0%
T AT&T, Inc. 0.2%
Value ($000) $1,189 Shares 42,038 Est. Cost $24.35 Unrealized 0.0%
KMI Kinder Morgan Inc - Ordinary Shares - Class P 0.2%
Value ($000) $1,186 Shares 41,562 Est. Cost $20.95 Unrealized +27.4%
GL Globe Life Inc 0.2%
Value ($000) $1,177 Shares 8,934 Est. Cost $121.58 Unrealized 0.0%
WMB Williams Cos Inc 0.2%
Value ($000) $1,160 Shares 19,405 Est. Cost $51.72 Unrealized +7.2%
NI NiSource Inc 0.2%
Value ($000) $1,154 Shares 28,779 Est. Cost $30.72 Unrealized +22.6%
WTW Willis Towers Watson Public Limited Co 0.2%
Value ($000) $1,140 Shares 3,373 Est. Cost $322.30 Unrealized 0.0%
PODD Insulet Corporation 0.2%
Value ($000) $1,125 Shares 4,283 Est. Cost $251.84 Unrealized +7.5%
MMM 3M Co. 0.2%
Value ($000) $1,117 Shares 7,605 Est. Cost $131.11 Unrealized +10.3%
GLW Corning, Inc. 0.2%
Value ($000) $1,113 Shares 24,322 Est. Cost $48.55 Unrealized 0.0%
CBRE CBRE Group Inc - Ordinary Shares - Class A 0.2%
Value ($000) $1,101 Shares 8,415 Est. Cost $135.89 Unrealized 0.0%
WMT Walmart Inc 0.2%
Value ($000) $1,073 Shares 12,221 Est. Cost $59.76 Unrealized +55.5%
FISV Fiserv, Inc. 0.2%
Value ($000) $1,068 Shares 4,836 Est. Cost $206.98 Unrealized +5.8%
LYV Live Nation Entertainment Inc 0.2%
Value ($000) $1,063 Shares 8,140 Est. Cost $136.52 Unrealized 0.0%
STT State Street Corp. 0.2%
Value ($000) $1,053 Shares 11,761 Est. Cost $92.75 Unrealized 0.0%
WELL Welltower Inc. 0.2%
Value ($000) $1,049 Shares 6,850 Est. Cost $95.41 Unrealized +47.0%
EXPE Expedia Group Inc 0.2%
Value ($000) $1,025 Shares 6,096 Est. Cost $180.81 Unrealized 0.0%
TDY Teledyne Technologies Inc 0.2%
Value ($000) $1,005 Shares 2,020 Est. Cost $494.63 Unrealized 0.0%
TPR Tapestry Inc 0.2%
Value ($000) $982 Shares 13,943 Est. Cost $74.57 Unrealized 0.0%
RL Ralph Lauren Corp - Ordinary Shares - Class A 0.2%
Value ($000) $973 Shares 4,408 Est. Cost $244.79 Unrealized 0.0%
COF Capital One Financial Corp. 0.2%
Value ($000) $964 Shares 5,376 Est. Cost $182.72 Unrealized +2.2%
CMI Cummins Inc. 0.1%
Value ($000) $895 Shares 2,857 Est. Cost $346.08 Unrealized 0.0%
KR Kroger Co. 0.1%
Value ($000) $870 Shares 12,860 Est. Cost $62.27 Unrealized 0.0%
OEF BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF 0.1%
Value ($000) $856 Shares 3,161 Est. Cost $219.81 Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $855 Shares 2,786 Est. Cost $248.24 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $849 Shares 3,089 Est. Cost $224.60 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $847 Shares 2,668 Est. Cost $259.17 Unrealized
HWM Howmet Aerospace Inc 0.1%
Value ($000) $834 Shares 6,430 Est. Cost $75.38 Unrealized +68.1%
TRGP Targa Resources Corp 0.1%
Value ($000) $832 Shares 4,152 Est. Cost $115.15 Unrealized +69.1%
LNG Cheniere Energy Inc. 0.1%
Value ($000) $830 Shares 3,585 Est. Cost $225.16 Unrealized 0.0%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $823 Shares 4,125 Est. Cost $192.55 Unrealized
ATO Atmos Energy Corp. 0.1%
Value ($000) $809 Shares 5,233 Est. Cost $138.63 Unrealized +3.2%
REG Regency Centers Corporation 0.1%
Value ($000) $800 Shares 10,843 Est. Cost $70.06 Unrealized 0.0%
AEE Ameren Corp. 0.1%
Value ($000) $784 Shares 7,810 Est. Cost $86.51 Unrealized +8.3%
MS Morgan Stanley 0.1%
Value ($000) $734 Shares 6,289 Est. Cost $119.51 Unrealized +5.4%
INCY Incyte Corp. 0.1%
Value ($000) $723 Shares 11,937 Est. Cost $69.73 Unrealized 0.0%
SPG Simon Property Group, Inc. 0.1%
Value ($000) $717 Shares 4,317 Est. Cost $166.88 Unrealized 0.0%
LH Labcorp Holdings Inc. 0.1%
Value ($000) $717 Shares 3,079 Est. Cost $240.27 Unrealized 0.0%
Discover Financial Services 0.1%
Value ($000) $715 Shares 4,191 Est. Cost $170.70 Unrealized
RTX RTX Corp 0.1%
Value ($000) $707 Shares 5,337 Est. Cost $117.87 Unrealized +5.8%
RCL Royal Caribbean Group 0.1%
Value ($000) $679 Shares 3,304 Est. Cost $159.29 Unrealized +46.4%
BAC Bank Of America Corp. 0.1%
Value ($000) $661 Shares 15,842 Est. Cost $36.01 Unrealized +21.2%
MDT Medtronic Plc 0.1%
Value ($000) $659 Shares 7,330 Est. Cost $84.95 Unrealized +2.9%
ACN Accenture plc - Ordinary Shares - Class A 0.1%
Value ($000) $616 Shares 1,975 Est. Cost $349.45 Unrealized 0.0%
NOW ServiceNow Inc 0.1%
Value ($000) $598 Shares 751 Est. Cost $192.75 Unrealized 0.0%
RSG Republic Services, Inc. 0.1%
Value ($000) $570 Shares 2,353 Est. Cost $186.19 Unrealized +19.2%
HPE Hewlett Packard Enterprise Co 0.1%
Value ($000) $564 Shares 36,539 Est. Cost $20.23 Unrealized -4.1%
MRSH Marsh & McLennan Cos., Inc. 0.1%
Value ($000) $441 Shares 1,809 Est. Cost $203.63 Unrealized +9.7%
AIZ Assurant Inc 0.1%
Value ($000) $431 Shares 2,056 Est. Cost $205.31 Unrealized +0.3%
CIEN CIENA Corp. 0.1%
Value ($000) $431 Shares 7,126 Est. Cost $79.05 Unrealized 0.0%
CTAS Cintas Corporation 0.1%
Value ($000) $418 Shares 2,034 Est. Cost $177.91 Unrealized +11.2%
CB Chubb Limited 0.1%
Value ($000) $416 Shares 1,376 Est. Cost $233.85 Unrealized +18.1%
TJX TJX Companies, Inc. 0.1%
Value ($000) $399 Shares 3,279 Est. Cost $107.06 Unrealized +12.2%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $391 Shares 4,179 Est. Cost $85.66 Unrealized
XLP Consumer Staples Select Sector SPDR 0.1%
Value ($000) $375 Shares 4,589 Est. Cost $76.36 Unrealized
XLU Utilities Select Sector SPDR 0.1%
Value ($000) $368 Shares 4,662 Est. Cost $68.14 Unrealized
EXEL Exelixis Inc 0.1%
Value ($000) $367 Shares 9,930 Est. Cost $35.32 Unrealized +0.9%
VNQ Vanguard Real Estate Index Fund ETF 0.1%
Value ($000) $365 Shares 4,029 Est. Cost $88.36 Unrealized
EVRG Evergy Inc 0.1%
Value ($000) $364 Shares 5,284 Est. Cost $62.22 Unrealized +1.4%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $363 Shares 2,484 Est. Cost $146.01 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $356 Shares 7,157 Est. Cost $36.26 Unrealized
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $352 Shares 2,686 Est. Cost $111.81 Unrealized
CUZ Cousins Properties Inc. 0.1%
Value ($000) $340 Shares 11,525 Est. Cost $30.45 Unrealized
JAZZ Jazz Pharmaceuticals plc 0.1%
Value ($000) $336 Shares 2,710 Est. Cost $130.46 Unrealized 0.0%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $335 Shares 1,623 Est. Cost $182.62 Unrealized
USFD US Foods Holding Corp 0.1%
Value ($000) $331 Shares 5,050 Est. Cost $68.34 Unrealized 0.0%
VOX Vanguard Communication Services ETF 0.1%
Value ($000) $328 Shares 2,210 Est. Cost $118.88 Unrealized
XLY Consumer Discretionary Select Sector SPDR 0.1%
Value ($000) $322 Shares 1,632 Est. Cost $224.35 Unrealized
SLM SLM Corp. 0.1%
Value ($000) $316 Shares 10,746 Est. Cost $29.25 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.1%
Value ($000) $314 Shares 3,469 Est. Cost $101.42 Unrealized 0.0%
BYD Boyd Gaming Corp. 0.1%
Value ($000) $309 Shares 4,699 Est. Cost $72.70 Unrealized 0.0%
WM Waste Management, Inc. 0.0%
Value ($000) $300 Shares 1,294 Est. Cost $192.35 Unrealized +13.5%
SSNC SS&C Technologies Holdings Inc 0.0%
Value ($000) $294 Shares 3,522 Est. Cost $82.77 Unrealized 0.0%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $290 Shares 528 Est. Cost $301.09 Unrealized +85.6%
G Genpact Ltd 0.0%
Value ($000) $275 Shares 5,468 Est. Cost $49.07 Unrealized 0.0%
LOW Lowe`s Cos., Inc. 0.0%
Value ($000) $272 Shares 1,168 Est. Cost $194.59 Unrealized +24.4%
EQH Equitable Holdings Inc 0.0%
Value ($000) $268 Shares 5,141 Est. Cost $51.33 Unrealized 0.0%
KO Coca-Cola Co 0.0%
Value ($000) $262 Shares 3,659 Est. Cost $64.97 Unrealized 0.0%
R Ryder System, Inc. 0.0%
Value ($000) $251 Shares 1,747 Est. Cost $135.53 Unrealized +14.9%
VRSN Verisign Inc. 0.0%
Value ($000) $249 Shares 979 Est. Cost $195.46 Unrealized +15.2%
BRK/B Berkshire Hathaway Inc. - Ordinary Shares - Class B 0.0%
Value ($000) $242 Shares 454 Est. Cost $350.86 Unrealized +38.6%
PNW Pinnacle West Capital Corp. 0.0%
Value ($000) $239 Shares 2,508 Est. Cost $86.37 Unrealized 0.0%
Dayforce Inc 0.0%
Value ($000) $238 Shares 4,086 Est. Cost $70.52 Unrealized -8.6%
JNJ Johnson & Johnson 0.0%
Value ($000) $238 Shares 1,434 Est. Cost $144.68 Unrealized +5.4%
JCI Johnson Controls International plc - Registered Shares 0.0%
Value ($000) $235 Shares 2,931 Est. Cost $81.59 Unrealized 0.0%
CAH Cardinal Health, Inc. 0.0%
Value ($000) $231 Shares 1,679 Est. Cost $95.43 Unrealized +31.9%
MTB M & T Bank Corp 0.0%
Value ($000) $230 Shares 1,288 Est. Cost $159.11 Unrealized +16.0%
CME CME Group Inc - Ordinary Shares - Class A 0.0%
Value ($000) $230 Shares 866 Est. Cost $242.42 Unrealized 0.0%
IBM International Business Machines Corp. 0.0%
Value ($000) $227 Shares 913 Est. Cost $239.40 Unrealized 0.0%
TFC Truist Financial Corporation 0.0%
Value ($000) $226 Shares 5,500 Est. Cost $35.40 Unrealized +20.6%
JPM JPMorgan Chase & Co. 0.0%
Value ($000) $225 Shares 918 Est. Cost $250.91 Unrealized 0.0%
LIN Linde Plc. 0.0%
Value ($000) $225 Shares 483 Est. Cost $439.40 Unrealized +1.2%
ADP Automatic Data Processing Inc. 0.0%
Value ($000) $224 Shares 734 Est. Cost $287.90 Unrealized +2.6%
FITB Fifth Third Bancorp 0.0%
Value ($000) $224 Shares 5,715 Est. Cost $34.40 Unrealized +18.3%
MKC McCormick & Co., Inc. - Ordinary Shares (Non Voting) 0.0%
Value ($000) $224 Shares 2,718 Est. Cost $75.48 Unrealized +1.2%
DOX Amdocs Ltd 0.0%
Value ($000) $222 Shares 2,426 Est. Cost $80.01 Unrealized +6.5%
HBAN Huntington Bancshares, Inc. 0.0%
Value ($000) $222 Shares 14,783 Est. Cost $12.78 Unrealized +21.6%
JLL Jones Lang Lasalle Inc. 0.0%
Value ($000) $222 Shares 894 Est. Cost $263.11 Unrealized 0.0%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $221 Shares 1,260 Est. Cost $176.11 Unrealized +4.1%
BLK Blackrock Inc. 0.0%
Value ($000) $221 Shares 233 Est. Cost $961.85 Unrealized 0.0%
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $220 Shares 12,582 Est. Cost $16.90 Unrealized
BR Broadridge Financial Solutions, Inc. 0.0%
Value ($000) $220 Shares 908 Est. Cost $231.86 Unrealized 0.0%
ECL Ecolab, Inc. 0.0%
Value ($000) $220 Shares 868 Est. Cost $211.09 Unrealized +18.3%
AFL Aflac Inc. 0.0%
Value ($000) $220 Shares 1,977 Est. Cost $76.77 Unrealized +35.6%
VEU Vanguard FTSE All-World ex-US ETF 0.0%
Value ($000) $217 Shares 3,585 Est. Cost $57.10 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $216 Shares 2,648 Est. Cost $83.21 Unrealized
FAST Fastenal Co. 0.0%
Value ($000) $215 Shares 2,768 Est. Cost $36.85 Unrealized 0.0%
CRM Salesforce Inc 0.0%
Value ($000) $214 Shares 799 Est. Cost $316.34 Unrealized -2.3%
PG Procter & Gamble Co. 0.0%
Value ($000) $214 Shares 1,253 Est. Cost $152.29 Unrealized +7.7%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $213 Shares 4,714 Est. Cost $42.07 Unrealized
VSS Vanguard FTSE All-World Ex-US Small Capital Index 0.0%
Value ($000) $212 Shares 1,838 Est. Cost $115.01 Unrealized
SHW Sherwin-Williams Co. 0.0%
Value ($000) $210 Shares 601 Est. Cost $263.81 Unrealized +32.0%
CINF Cincinnati Financial Corp. 0.0%
Value ($000) $209 Shares 1,418 Est. Cost $138.94 Unrealized -0.9%
EPP BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Pacific 0.0%
Value ($000) $209 Shares 4,731 Est. Cost $43.13 Unrealized
GS Goldman Sachs Group, Inc. 0.0%
Value ($000) $208 Shares 381 Est. Cost $423.71 Unrealized +39.4%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $200 Shares 1,806 Est. Cost $95.23 Unrealized 0.0%
NUE Nucor Corp. 0.0%
Value ($000) $198 Shares 1,645 Est. Cost $149.90 Unrealized -15.4%
NEE NextEra Energy Inc 0.0%
Value ($000) $197 Shares 2,778 Est. Cost $67.61 Unrealized +1.6%
MSI Motorola Solutions Inc 0.0%
Value ($000) $195 Shares 445 Est. Cost $429.99 Unrealized +2.7%
FDS Factset Research Systems Inc. 0.0%
Value ($000) $195 Shares 428 Est. Cost $450.41 Unrealized 0.0%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $193 Shares 399 Est. Cost $525.17 Unrealized -1.2%
BDX Becton Dickinson & Co. 0.0%
Value ($000) $193 Shares 843 Est. Cost $225.20 Unrealized +1.0%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $193 Shares 2,003 Est. Cost $96.13 Unrealized -4.0%
PGR Progressive Corp. 0.0%
Value ($000) $190 Shares 670 Est. Cost $172.34 Unrealized +42.3%
EMR Emerson Electric Co. 0.0%
Value ($000) $182 Shares 1,657 Est. Cost $99.38 Unrealized +19.5%
SYY Sysco Corp. 0.0%
Value ($000) $180 Shares 2,401 Est. Cost $72.95 Unrealized -2.3%
PNR Pentair plc 0.0%
Value ($000) $180 Shares 2,053 Est. Cost $64.95 Unrealized +45.5%
CAT Caterpillar Inc. 0.0%
Value ($000) $175 Shares 530 Est. Cost $230.45 Unrealized +52.7%
AVY Avery Dennison Corp. 0.0%
Value ($000) $168 Shares 945 Est. Cost $203.37 Unrealized -11.3%
TROW T. Rowe Price Group Inc. 0.0%
Value ($000) $167 Shares 1,823 Est. Cost $90.55 Unrealized +11.1%
GWW W.W. Grainger Inc. 0.0%
Value ($000) $166 Shares 168 Est. Cost $775.21 Unrealized +32.3%
TGT Target Corp 0.0%
Value ($000) $151 Shares 1,444 Est. Cost $114.70 Unrealized +4.8%
EXLS ExlService Holdings Inc 0.0%
Value ($000) $116 Shares 2,456 Est. Cost $45.50 Unrealized +5.7%
IDCC Interdigital Inc 0.0%
Value ($000) $116 Shares 560 Est. Cost $174.85 Unrealized +15.1%
HURN Huron Consulting Group Inc 0.0%
Value ($000) $114 Shares 795 Est. Cost $134.50 Unrealized 0.0%
CCB Coastal Financial Corp 0.0%
Value ($000) $113 Shares 1,254 Est. Cost $69.78 Unrealized +25.2%
SNEX StoneX Group Inc 0.0%
Value ($000) $109 Shares 1,431 Est. Cost $63.98 Unrealized +18.0%
CHEF Chefs` Warehouse Inc 0.0%
Value ($000) $106 Shares 1,942 Est. Cost $55.75 Unrealized 0.0%
OTTR Otter Tail Corporation 0.0%
Value ($000) $97 Shares 1,202 Est. Cost $81.26 Unrealized -5.4%
WCN Waste Connections Inc 0.0%
Value ($000) $95 Shares 489 Est. Cost $164.49 Unrealized +12.0%
TXNM TXNM Energy Inc. 0.0%
Value ($000) $94 Shares 1,763 Est. Cost $50.19 Unrealized 0.0%
INOD Innodata Inc 0.0%
Value ($000) $91 Shares 2,533 Est. Cost $39.51 Unrealized +11.2%
CVSA Adtalem Global Education Inc 0.0%
Value ($000) $89 Shares 888 Est. Cost $94.61 Unrealized +5.4%
POR Portland General Electric Co 0.0%
Value ($000) $89 Shares 1,994 Est. Cost $43.35 Unrealized -5.6%
GGG Graco Inc. 0.0%
Value ($000) $88 Shares 1,057 Est. Cost $78.51 Unrealized +6.3%
DCI Donaldson Co. Inc. 0.0%
Value ($000) $85 Shares 1,269 Est. Cost $61.15 Unrealized +11.3%
FELE Franklin Electric Co., Inc. 0.0%
Value ($000) $84 Shares 900 Est. Cost $98.38 Unrealized -0.1%
UTI Universal Technical Institute Inc 0.0%
Value ($000) $84 Shares 3,264 Est. Cost $26.97 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $83 Shares 457 Est. Cost $153.16 Unrealized +24.6%
LRN Stride Inc 0.0%
Value ($000) $82 Shares 647 Est. Cost $62.34 Unrealized +102.7%
HD Home Depot, Inc. 0.0%
Value ($000) $80 Shares 218 Est. Cost $313.01 Unrealized +21.6%
APH Amphenol Corp. - Ordinary Shares - Class A 0.0%
Value ($000) $80 Shares 1,218 Est. Cost $57.34 Unrealized +18.1%
AME Ametek Inc 0.0%
Value ($000) $80 Shares 464 Est. Cost $172.46 Unrealized +4.7%
PPG PPG Industries, Inc. 0.0%
Value ($000) $80 Shares 729 Est. Cost $120.10 Unrealized -6.2%
TPB Turning Point Brands Inc 0.0%
Value ($000) $78 Shares 1,309 Est. Cost $53.98 Unrealized +14.7%
ACM AECOM 0.0%
Value ($000) $76 Shares 821 Est. Cost $85.09 Unrealized +18.0%
LEN Lennar Corp. - Ordinary Shares - Class A 0.0%
Value ($000) $74 Shares 644 Est. Cost $147.62 Unrealized -16.6%
TGTX TG Therapeutics Inc 0.0%
Value ($000) $57 Shares 1,436 Est. Cost $33.65 Unrealized 0.0%
Mr. Cooper Group Inc 0.0%
Value ($000) $55 Shares 462 Est. Cost $119.60 Unrealized
PLMR Palomar Holdings Inc 0.0%
Value ($000) $55 Shares 398 Est. Cost $118.48 Unrealized 0.0%
VIAV Viavi Solutions Inc 0.0%
Value ($000) $53 Shares 4,709 Est. Cost $11.13 Unrealized 0.0%
BANR Banner Corp. 0.0%
Value ($000) $51 Shares 805 Est. Cost $65.39 Unrealized -0.4%
ESQ Esquire Financial Holdings Inc 0.0%
Value ($000) $51 Shares 670 Est. Cost $79.10 Unrealized 0.0%
AUPH Aurinia Pharmaceuticals Inc 0.0%
Value ($000) $50 Shares 6,231 Est. Cost $8.10 Unrealized 0.0%
ONB Old National Bancorp 0.0%
Value ($000) $50 Shares 2,359 Est. Cost $22.50 Unrealized 0.0%
EFSC Enterprise Financial Services Corp. 0.0%
Value ($000) $50 Shares 925 Est. Cost $56.39 Unrealized 0.0%
CVLT Commvault Systems Inc 0.0%
Value ($000) $49 Shares 312 Est. Cost $110.97 Unrealized +48.3%
CAKE Cheesecake Factory Inc. 0.0%
Value ($000) $49 Shares 1,005 Est. Cost $50.24 Unrealized 0.0%
ALKS Alkermes plc 0.0%
Value ($000) $49 Shares 1,469 Est. Cost $32.61 Unrealized 0.0%
CSGS CSG Systems International Inc. 0.0%
Value ($000) $48 Shares 792 Est. Cost $58.35 Unrealized 0.0%
DORM Dorman Products Inc 0.0%
Value ($000) $47 Shares 387 Est. Cost $117.72 Unrealized +8.4%
TTMI TTM Technologies Inc 0.0%
Value ($000) $46 Shares 2,237 Est. Cost $23.48 Unrealized +3.0%
GDYN Grid Dynamics Holdings Inc - Ordinary Shares - Class A 0.0%
Value ($000) $42 Shares 2,676 Est. Cost $20.04 Unrealized 0.0%
TW Tradeweb Markets Inc - Ordinary Shares Cls A 0.0%
Value ($000) $33 Shares 224 Est. Cost $132.91 Unrealized 0.0%
QFIN Qifu Technology Inc. - ADR 0.0%
Value ($000) $33 Shares 740 Est. Cost $29.81 Unrealized
LNT Alliant Energy Corp. 0.0%
Value ($000) $32 Shares 503 Est. Cost $58.37 Unrealized +2.1%
VIRT Virtu Financial Inc - Ordinary Shares - Class A 0.0%
Value ($000) $32 Shares 848 Est. Cost $33.81 Unrealized +10.0%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $29 Shares 155 Est. Cost $199.78 Unrealized 0.0%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $29 Shares 152 Est. Cost $190.88 Unrealized
IYR BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Real Est 0.0%
Value ($000) $28 Shares 296 Est. Cost $93.06 Unrealized
IBKR Interactive Brokers Group Inc - Ordinary Shares - Class A 0.0%
Value ($000) $26 Shares 154 Est. Cost $41.85 Unrealized +17.8%
GLNG Golar Lng 0.0%
Value ($000) $23 Shares 609 Est. Cost $37.81 Unrealized +1.2%
GEO Geo Group, Inc. 0.0%
Value ($000) $23 Shares 779 Est. Cost $28.67 Unrealized 0.0%
AROC Archrock Inc 0.0%
Value ($000) $22 Shares 855 Est. Cost $26.04 Unrealized 0.0%
HCI HCI Group Inc 0.0%
Value ($000) $22 Shares 148 Est. Cost $126.80 Unrealized 0.0%
TGLS Tecnoglass Inc 0.0%
Value ($000) $22 Shares 307 Est. Cost $75.66 Unrealized -2.1%
IMAX Imax Corp 0.0%
Value ($000) $22 Shares 832 Est. Cost $23.52 Unrealized +6.1%
NVR NVR Inc. 0.0%
Value ($000) $22 Shares 3 Est. Cost $6902.66 Unrealized +10.2%
EBAY EBay Inc. 0.0%
Value ($000) $21 Shares 313 Est. Cost $65.70 Unrealized 0.0%
HFWA Heritage Financial Corp. 0.0%
Value ($000) $21 Shares 856 Est. Cost $24.39 Unrealized 0.0%
MWA Mueller Water Products Inc - Ordinary Shares - Series A 0.0%
Value ($000) $21 Shares 818 Est. Cost $19.78 Unrealized +25.4%
MD Pediatrix Medical Group Inc 0.0%
Value ($000) $20 Shares 1,414 Est. Cost $14.20 Unrealized 0.0%
IVT InvenTrust Properties Corp 0.0%
Value ($000) $20 Shares 695 Est. Cost $29.37 Unrealized
ENVA Enova International Inc. 0.0%
Value ($000) $20 Shares 210 Est. Cost $77.48 Unrealized +32.8%
GSHD Goosehead Insurance Inc - Ordinary Shares - Class A 0.0%
Value ($000) $20 Shares 168 Est. Cost $112.20 Unrealized 0.0%
PBH Prestige Consumer Healthcare Inc 0.0%
Value ($000) $20 Shares 230 Est. Cost $82.02 Unrealized 0.0%
UNP Union Pacific Corp. 0.0%
Value ($000) $20 Shares 83 Est. Cost $229.52 Unrealized +2.6%
PFG Principal Financial Group Inc - Registered Shares 0.0%
Value ($000) $19 Shares 231 Est. Cost $80.24 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $19 Shares 130 Est. Cost $161.18 Unrealized +2.4%
AMAT Applied Materials Inc. 0.0%
Value ($000) $19 Shares 133 Est. Cost $166.66 Unrealized 0.0%
OBK Origin Bancorp Inc 0.0%
Value ($000) $19 Shares 552 Est. Cost $36.81 Unrealized 0.0%
GOOG Alphabet Inc - Ordinary Shares - Class C 0.0%
Value ($000) $19 Shares 122 Est. Cost $151.27 Unrealized +20.6%
DX Dynex Capital, Inc. 0.0%
Value ($000) $19 Shares 1,463 Est. Cost $13.02 Unrealized
AKR Acadia Realty Trust 0.0%
Value ($000) $19 Shares 899 Est. Cost $23.57 Unrealized
CRS Carpenter Technology Corp. 0.0%
Value ($000) $19 Shares 103 Est. Cost $95.36 Unrealized +101.4%
NIC Nicolet Bankshares Inc. 0.0%
Value ($000) $19 Shares 171 Est. Cost $111.34 Unrealized 0.0%
OUT Outfront Media Inc 0.0%
Value ($000) $19 Shares 1,148 Est. Cost $16.14 Unrealized
JBTM JBT MAREL CORP 0.0%
Value ($000) $18 Shares 150 Est. Cost $126.23 Unrealized 0.0%
HQY Healthequity Inc 0.0%
Value ($000) $18 Shares 199 Est. Cost $102.56 Unrealized 0.0%
GPI Group 1 Automotive, Inc. 0.0%
Value ($000) $16 Shares 42 Est. Cost $395.45 Unrealized +10.8%
SIXO AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF 0.0%
Value ($000) $2 Shares 77 Est. Cost $31.58 Unrealized
SIXJ AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF 0.0%
Value ($000) $2 Shares 81 Est. Cost $29.94 Unrealized
HYG iShares iBoxx USD High Yield Corp Bond ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $77.45 Unrealized
EA Electronic Arts, Inc. 0.0%
Value ($000) $2 Shares 16 Est. Cost $144.03 Unrealized -6.6%
TXN Texas Instruments Inc. 0.0%
Value ($000) $2 Shares 11 Est. Cost $193.15 Unrealized -5.7%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $66.75 Unrealized +16.4%
COST Costco Wholesale Corp 0.0%
Value ($000) $2 Shares 2 Est. Cost $706.75 Unrealized +37.3%
MRP MILLROSE PPTYS INC CLASS A 0.0%
Value ($000) $2 Shares 61 Est. Cost $26.51 Unrealized
OKE Oneok Inc. 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.95 Unrealized +26.7%
OCTU ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF 0.0%
Value ($000) $1 Shares 49 Est. Cost $24.65 Unrealized
JULU AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $25.51 Unrealized
JANU ALLIANZIM US BUFFERED 15 UNCAPPED JAN 0.0%
Value ($000) $1 Shares 49 Est. Cost $24.33 Unrealized
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $564.45 Unrealized +5.2%
ARLU AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF 0.0%
Value ($000) $1 Shares 45 Est. Cost $25.80 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.66 Unrealized +2.4%
GDDY Godaddy Inc - Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 6 Est. Cost $146.28 Unrealized +30.6%
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $1 Shares 5 Est. Cost $216.25 Unrealized -3.1%
PEG Public Service Enterprise Group Inc. 0.0%
Value ($000) $1 Shares 13 Est. Cost $85.29 Unrealized -5.0%
VST Vistra Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $137.88 Unrealized +7.8%
TTD Trade Desk Inc - Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 19 Est. Cost $92.15 Unrealized -1.8%
SYF Synchrony Financial 0.0%
Value ($000) $1 Shares 19 Est. Cost $41.08 Unrealized +48.3%
SRE Sempra 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.33 Unrealized -10.4%
KKR KKR & Co. Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $119.95 Unrealized +14.1%
UAL United Airlines Holdings Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.54 Unrealized +11.7%
DOV Dover Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $179.40 Unrealized +6.1%
ZBRA Zebra Technologies Corp. - Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 3 Est. Cost $387.42 Unrealized -11.8%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $210.67 Unrealized -2.2%
WBD Warner Bros. Discovery Inc - Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.46 Unrealized 0.0%