Venturi Wealth Management, LLC Diversified Active

CIK: 0001666363 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 28, 2021

Total Value ($000): $965,853 (100.0% shares, 0.0% debt)

Holdings (303)

IJR ISHARES TR 7.4%
Value ($000) $71,476 Shares 777,760 Est. Cost $91.27 Unrealized
IEMG ISHARES INC 7.1%
Value ($000) $68,749 Shares 1,108,140 Est. Cost $54.09 Unrealized
QQQ INVESCO QQQ TR 5.9%
Value ($000) $57,144 Shares 182,139 Est. Cost $245.84 Unrealized
IEFA ISHARES TR 4.8%
Value ($000) $46,165 Shares 668,189 Est. Cost $65.43 Unrealized
SPY SPDR S&P 500 ETF TR 4.1%
Value ($000) $39,181 Shares 104,796 Est. Cost $313.20 Unrealized
QTWO Q2 HLDGS INC 3.9%
Value ($000) $37,496 Shares 296,343 Est. Cost $49.59 Unrealized +117.2%
VIG VANGUARD SPECIALIZED FUNDS 2.3%
Value ($000) $22,506 Shares 159,424 Est. Cost $119.40 Unrealized
JNK SPDR SER TR 1.9%
Value ($000) $18,761 Shares 172,212 Est. Cost $105.09 Unrealized
LQD ISHARES TR 1.8%
Value ($000) $17,853 Shares 22,029 Est. Cost $132.05 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $15,620 Shares 117,719 Est. Cost $84.90 Unrealized +37.8%
MSFT MICROSOFT CORP 1.4%
Value ($000) $13,268 Shares 59,654 Est. Cost $57.18 Unrealized +260.3%
QCOM QUALCOMM INC 1.2%
Value ($000) $11,438 Shares 75,083 Est. Cost $71.53 Unrealized +74.3%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $11,041 Shares 67,267 Est. Cost $98.62 Unrealized +36.5%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $10,955 Shares 31,241 Est. Cost $211.18 Unrealized +45.9%
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $10,808 Shares 83,127 Est. Cost $72.20 Unrealized
XLC SELECT SECTOR SPDR TR 1.1%
Value ($000) $10,571 Shares 156,660 Est. Cost $54.56 Unrealized
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $10,554 Shares 201,418 Est. Cost $30.91 Unrealized +34.8%
XLF SELECT SECTOR SPDR TR 1.1%
Value ($000) $10,224 Shares 346,814 Est. Cost $23.98 Unrealized
WMT WALMART INC 1.0%
Value ($000) $10,119 Shares 70,195 Est. Cost $31.25 Unrealized +44.8%
URI UNITED RENTALS INC 1.0%
Value ($000) $10,073 Shares 43,437 Est. Cost $123.87 Unrealized +65.2%
DVA DAVITA INC 1.0%
Value ($000) $10,050 Shares 85,604 Est. Cost $78.49 Unrealized +29.8%
EMB ISHARES TR 1.0%
Value ($000) $9,480 Shares 81,785 Est. Cost $109.22 Unrealized
LPLA LPL FINL HLDGS INC 1.0%
Value ($000) $9,338 Shares 89,603 Est. Cost $67.27 Unrealized +33.6%
LOW LOWES COS INC 1.0%
Value ($000) $9,328 Shares 58,115 Est. Cost $102.07 Unrealized +45.0%
HD HOME DEPOT INC 0.9%
Value ($000) $9,067 Shares 34,136 Est. Cost $153.84 Unrealized +57.6%
EMLP FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $8,919 Shares 425,319 Est. Cost $18.37 Unrealized
PGR PROGRESSIVE CORP 0.9%
Value ($000) $8,917 Shares 90,177 Est. Cost $66.35 Unrealized +21.5%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $8,188 Shares 139,378 Est. Cost $31.01 Unrealized +41.9%
DHI D R HORTON INC 0.8%
Value ($000) $8,148 Shares 118,217 Est. Cost $45.81 Unrealized +51.2%
PEP PEPSICO INC 0.8%
Value ($000) $8,034 Shares 54,171 Est. Cost $85.38 Unrealized +42.0%
CVS CVS HEALTH CORP 0.8%
Value ($000) $7,649 Shares 111,991 Est. Cost $52.53 Unrealized +5.1%
MAS MASCO CORP 0.8%
Value ($000) $7,630 Shares 138,905 Est. Cost $39.55 Unrealized +27.2%
IVV ISHARES TR 0.7%
Value ($000) $7,200 Shares 19,179 Est. Cost $265.26 Unrealized
VO VANGUARD INDEX FDS 0.7%
Value ($000) $7,144 Shares 34,549 Est. Cost $186.28 Unrealized
SYNA SYNAPTICS INC 0.7%
Value ($000) $7,115 Shares 73,809 Est. Cost $79.06 Unrealized +3.0%
AVY AVERY DENNISON CORP 0.7%
Value ($000) $6,927 Shares 44,657 Est. Cost $110.79 Unrealized +19.8%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $6,821 Shares 165,472 Est. Cost $33.06 Unrealized -8.2%
QUAL ISHARES TR 0.7%
Value ($000) $6,747 Shares 29,100 Est. Cost $91.45 Unrealized
REGL PROSHARES TR 0.7%
Value ($000) $6,713 Shares 106,766 Est. Cost $55.25 Unrealized
ANGL VANECK VECTORS ETF TR 0.7%
Value ($000) $6,387 Shares 198,959 Est. Cost $28.70 Unrealized
MRK MERCK & CO. INC 0.6%
Value ($000) $6,185 Shares 75,609 Est. Cost $64.85 Unrealized 0.0%
ESGU ISHARES TR 0.6%
Value ($000) $6,066 Shares 70,515 Est. Cost $70.95 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $6,012 Shares 1,846 Est. Cost $89.09 Unrealized +79.1%
INTC INTEL CORP 0.6%
Value ($000) $5,921 Shares 118,857 Est. Cost $32.98 Unrealized +33.5%
EFG ISHARES TR 0.6%
Value ($000) $5,710 Shares 56,584 Est. Cost $73.87 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $5,401 Shares 70,011 Est. Cost $54.70 Unrealized +20.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5,073 Shares 32,234 Est. Cost $127.53 Unrealized 0.0%
IMTM ISHARES TR 0.5%
Value ($000) $4,885 Shares 129,750 Est. Cost $27.85 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $4,559 Shares 77,862 Est. Cost $56.70 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $4,073 Shares 20,928 Est. Cost $131.51 Unrealized
MLPX GLOBAL X FDS 0.4%
Value ($000) $3,893 Shares 144,464 Est. Cost $26.33 Unrealized
V VISA INC 0.4%
Value ($000) $3,775 Shares 17,260 Est. Cost $159.85 Unrealized +23.4%
RWR SPDR SER TR 0.4%
Value ($000) $3,687 Shares 42,522 Est. Cost $87.38 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $3,530 Shares 43,371 Est. Cost $81.39 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $3,307 Shares 12,108 Est. Cost $161.89 Unrealized +68.2%
SCZ ISHARES TR 0.3%
Value ($000) $3,270 Shares 47,845 Est. Cost $65.07 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,215 Shares 19,996 Est. Cost $128.76 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $3,201 Shares 117,499 Est. Cost $26.51 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $3,191 Shares 20,796 Est. Cost $58.64 Unrealized +137.6%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $3,040 Shares 33,145 Est. Cost $53.60 Unrealized +61.0%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,952 Shares 25,985 Est. Cost $97.64 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $2,903 Shares 24,772 Est. Cost $114.61 Unrealized
ESGE ISHARES INC 0.3%
Value ($000) $2,801 Shares 66,718 Est. Cost $33.09 Unrealized
IQLT ISHARES TR 0.3%
Value ($000) $2,782 Shares 78,014 Est. Cost $29.51 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,777 Shares 31,365 Est. Cost $77.71 Unrealized
SRE SEMPRA ENERGY 0.3%
Value ($000) $2,696 Shares 21,160 Est. Cost $41.33 Unrealized +31.8%
GOOGL ALPHABET INC 0.3%
Value ($000) $2,617 Shares 1,493 Est. Cost $43.67 Unrealized +91.2%
XLRE SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,607 Shares 71,319 Est. Cost $31.76 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value ($000) $2,577 Shares 40,665 Est. Cost $71.54 Unrealized
CNP CENTERPOINT ENERGY INC 0.3%
Value ($000) $2,480 Shares 114,621 Est. Cost $17.82 Unrealized +9.0%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,465 Shares 4,718 Est. Cost $8.07 Unrealized +65.4%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $2,201 Shares 23,920 Est. Cost $43.01 Unrealized +90.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,125 Shares 5,641 Est. Cost $205.53 Unrealized +69.0%
TRP TC ENERGY CORP 0.2%
Value ($000) $2,122 Shares 52,107 Est. Cost $35.67 Unrealized -8.7%
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $2,122 Shares 18,312 Est. Cost $82.66 Unrealized +13.0%
AGG ISHARES TR 0.2%
Value ($000) $2,109 Shares 17,840 Est. Cost $118.22 Unrealized
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $2,103 Shares 40,803 Est. Cost $44.97 Unrealized +1.4%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,060 Shares 30,542 Est. Cost $57.39 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $2,055 Shares 16,927 Est. Cost $88.73 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $2,025 Shares 11,495 Est. Cost $127.42 Unrealized +15.7%
ETF SER SOLUTIONS 0.2%
Value ($000) $2,014 Shares 42,318 Est. Cost $41.74 Unrealized
IGBH ISHARES U S ETF TR 0.2%
Value ($000) $1,976 Shares 79,190 Est. Cost $24.95 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,972 Shares 14,176 Est. Cost $62.73 Unrealized +96.3%
ITM VANECK VECTORS ETF TR 0.2%
Value ($000) $1,950 Shares 37,472 Est. Cost $50.42 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,871 Shares 39,804 Est. Cost $40.73 Unrealized
IVLU ISHARES TR 0.2%
Value ($000) $1,843 Shares 80,945 Est. Cost $22.77 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG 0.2%
Value ($000) $1,804 Shares 16,546 Est. Cost $51.67 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,732 Shares 20,509 Est. Cost $67.69 Unrealized -3.9%
ABT ABBOTT LABS 0.2%
Value ($000) $1,712 Shares 15,633 Est. Cost $50.93 Unrealized +94.9%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $1,712 Shares 13,820 Est. Cost $80.79 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $1,697 Shares 12,817 Est. Cost $100.61 Unrealized +21.3%
VLUE ISHARES TR 0.2%
Value ($000) $1,605 Shares 18,465 Est. Cost $73.02 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $1,473 Shares 26,708 Est. Cost $54.81 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $1,472 Shares 3,117 Est. Cost $326.03 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,467 Shares 6,304 Est. Cost $195.64 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,464 Shares 6,822 Est. Cost $163.29 Unrealized +18.3%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,420 Shares 3,270 Est. Cost $293.99 Unrealized +7.1%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,418 Shares 19,588 Est. Cost $66.08 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,413 Shares 8,540 Est. Cost $97.42 Unrealized +59.5%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $1,410 Shares 13,261 Est. Cost $58.71 Unrealized +96.8%
TGT TARGET CORP 0.1%
Value ($000) $1,410 Shares 7,989 Est. Cost $104.69 Unrealized +38.4%
BLACKROCK INC 0.1%
Value ($000) $1,388 Shares 1,924 Est. Cost $504.46 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,387 Shares 17,254 Est. Cost $54.91 Unrealized +21.7%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,385 Shares 5,520 Est. Cost $188.43 Unrealized +18.9%
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,383 Shares 68,989 Est. Cost $15.41 Unrealized +1.4%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $1,382 Shares 7,752 Est. Cost $134.16 Unrealized -0.4%
INTU INTUIT 0.1%
Value ($000) $1,373 Shares 3,614 Est. Cost $280.46 Unrealized +21.3%
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $1,349 Shares 27,298 Est. Cost $39.96 Unrealized
CHE CHEMED CORP NEW 0.1%
Value ($000) $1,347 Shares 2,529 Est. Cost $481.97 Unrealized +0.2%
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $1,346 Shares 26,497 Est. Cost $50.80 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,330 Shares 11,351 Est. Cost $84.42 Unrealized +12.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $1,313 Shares 22,518 Est. Cost $44.27 Unrealized +10.5%
MBB ISHARES TR 0.1%
Value ($000) $1,304 Shares 11,839 Est. Cost $110.14 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $1,296 Shares 4,320 Est. Cost $174.99 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,265 Shares 5,571 Est. Cost $159.87 Unrealized +24.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,265 Shares 28,260 Est. Cost $35.23 Unrealized +0.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,264 Shares 4,839 Est. Cost $172.40 Unrealized +29.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,229 Shares 4,661 Est. Cost $197.01 Unrealized 0.0%
SPFI SOUTH PLAINS FINANCIAL INC 0.1%
Value ($000) $1,226 Shares 64,710 Est. Cost $16.66 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,204 Shares 5,905 Est. Cost $141.21 Unrealized +28.2%
KLAC KLA CORP 0.1%
Value ($000) $1,196 Shares 4,620 Est. Cost $220.47 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $1,195 Shares 11,977 Est. Cost $68.12 Unrealized +32.0%
RMD RESMED INC 0.1%
Value ($000) $1,187 Shares 5,583 Est. Cost $177.95 Unrealized +7.3%
LINDE PLC 0.1%
Value ($000) $1,177 Shares 4,466 Est. Cost $195.26 Unrealized
EZU ISHARES INC 0.1%
Value ($000) $1,168 Shares 26,495 Est. Cost $44.08 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $1,168 Shares 12,440 Est. Cost $82.79 Unrealized +1.9%
ECL ECOLAB INC 0.1%
Value ($000) $1,161 Shares 5,368 Est. Cost $130.18 Unrealized +51.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,158 Shares 6,879 Est. Cost $80.25 Unrealized +70.6%
IHI ISHARES TR 0.1%
Value ($000) $1,138 Shares 3,476 Est. Cost $273.10 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,136 Shares 3,727 Est. Cost $167.71 Unrealized +57.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,128 Shares 5,076 Est. Cost $72.37 Unrealized +170.8%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,108 Shares 7,880 Est. Cost $22.30 Unrealized +15.5%
NKE NIKE INC 0.1%
Value ($000) $1,090 Shares 7,702 Est. Cost $123.21 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,089 Shares 3,314 Est. Cost $246.47 Unrealized +31.1%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1,082 Shares 7,753 Est. Cost $104.91 Unrealized +13.9%
ORCL ORACLE CORP 0.1%
Value ($000) $1,069 Shares 16,524 Est. Cost $43.40 Unrealized +27.9%
IGV ISHARES TR 0.1%
Value ($000) $1,062 Shares 3,000 Est. Cost $210.36 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $1,062 Shares 20,800 Est. Cost $51.06 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $1,060 Shares 3,743 Est. Cost $216.00 Unrealized +28.3%
HUM HUMANA INC 0.1%
Value ($000) $1,056 Shares 2,573 Est. Cost $367.91 Unrealized +7.8%
SAILPOINT TECHNOLOGIES HLDGS 0.1%
Value ($000) $1,055 Shares 19,816 Est. Cost $29.07 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $1,046 Shares 23,017 Est. Cost $41.79 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $1,040 Shares 21,300 Est. Cost $17.25 Unrealized +20.2%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,022 Shares 14,634 Est. Cost $59.11 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,020 Shares 16,273 Est. Cost $57.84 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,008 Shares 11,104 Est. Cost $22.54 Unrealized +18.9%
BA BOEING CO 0.1%
Value ($000) $999 Shares 4,666 Est. Cost $165.75 Unrealized +16.0%
MS MORGAN STANLEY 0.1%
Value ($000) $977 Shares 14,262 Est. Cost $38.71 Unrealized +26.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $974 Shares 11,392 Est. Cost $55.30 Unrealized +32.8%
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $972 Shares 51,454 Est. Cost $19.12 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $953 Shares 25,137 Est. Cost $31.52 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $952 Shares 6,018 Est. Cost $158.19 Unrealized
AON AON PLC 0.1%
Value ($000) $941 Shares 4,455 Est. Cost $184.65 Unrealized +6.4%
ASML ASML HOLDING N V 0.1%
Value ($000) $922 Shares 1,891 Est. Cost $367.91 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $898 Shares 8,378 Est. Cost $69.52 Unrealized +13.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $890 Shares 4,910 Est. Cost $132.57 Unrealized +5.8%
GL GLOBE LIFE INC 0.1%
Value ($000) $884 Shares 9,312 Est. Cost $83.35 Unrealized +2.4%
AOA ISHARES TR 0.1%
Value ($000) $867 Shares 13,506 Est. Cost $54.57 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $865 Shares 5,858 Est. Cost $91.36 Unrealized +32.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $859 Shares 4,816 Est. Cost $153.94 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $850 Shares 12,515 Est. Cost $60.19 Unrealized
DE DEERE & CO 0.1%
Value ($000) $842 Shares 3,129 Est. Cost $133.80 Unrealized +73.5%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $838 Shares 14,815 Est. Cost $40.57 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $835 Shares 7,335 Est. Cost $106.64 Unrealized +1.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $825 Shares 3,367 Est. Cost $173.69 Unrealized +23.5%
CRM SALESFORCE COM INC 0.1%
Value ($000) $806 Shares 3,618 Est. Cost $189.15 Unrealized +27.0%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $785 Shares 5,693 Est. Cost $87.38 Unrealized +23.4%
IWM ISHARES TR 0.1%
Value ($000) $784 Shares 3,998 Est. Cost $150.61 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $781 Shares 8,376 Est. Cost $65.52 Unrealized +17.4%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $781 Shares 12,967 Est. Cost $50.00 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $778 Shares 8,241 Est. Cost $87.25 Unrealized
MCHI ISHARES TR 0.1%
Value ($000) $777 Shares 9,597 Est. Cost $62.28 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $775 Shares 8,108 Est. Cost $65.48 Unrealized +29.5%
PII POLARIS INC 0.1%
Value ($000) $774 Shares 8,126 Est. Cost $95.69 Unrealized 0.0%
RPM RPM INTL INC 0.1%
Value ($000) $772 Shares 8,509 Est. Cost $82.34 Unrealized +7.1%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $770 Shares 14,962 Est. Cost $51.14 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $765 Shares 7,516 Est. Cost $32.97 Unrealized +41.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $764 Shares 2,140 Est. Cost $204.43 Unrealized +58.2%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $754 Shares 8,155 Est. Cost $31.90 Unrealized +31.7%
MHK MOHAWK INDS INC 0.1%
Value ($000) $751 Shares 5,325 Est. Cost $89.92 Unrealized +34.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $738 Shares 4,829 Est. Cost $128.41 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $729 Shares 2,063 Est. Cost $82.61 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $724 Shares 6,187 Est. Cost $105.56 Unrealized -0.3%
GWW GRAINGER W W INC 0.1%
Value ($000) $722 Shares 1,767 Est. Cost $371.45 Unrealized 0.0%
NUSTAR ENERGY LP 0.1%
Value ($000) $722 Shares 50,091 Est. Cost $49.22 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $716 Shares 10,744 Est. Cost $54.12 Unrealized +9.2%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $716 Shares 8,203 Est. Cost $69.80 Unrealized +19.4%
GOOG ALPHABET INC 0.1%
Value ($000) $708 Shares 404 Est. Cost $56.65 Unrealized +47.8%
IEF ISHARES TR 0.1%
Value ($000) $707 Shares 5,895 Est. Cost $120.70 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $698 Shares 3,109 Est. Cost $162.43 Unrealized +23.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $690 Shares 5,791 Est. Cost $96.85 Unrealized +14.1%
TLT ISHARES TR 0.1%
Value ($000) $689 Shares 4,367 Est. Cost $125.83 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $687 Shares 6,896 Est. Cost $79.46 Unrealized +10.1%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $684 Shares 7,000 Est. Cost $87.64 Unrealized +2.0%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $680 Shares 4,317 Est. Cost $136.86 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $677 Shares 4,180 Est. Cost $162.61 Unrealized -8.4%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $672 Shares 28,577 Est. Cost $17.29 Unrealized 0.0%
HYS PIMCO ETF TR 0.1%
Value ($000) $671 Shares 6,831 Est. Cost $98.23 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $669 Shares 16,175 Est. Cost $31.29 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $665 Shares 3,727 Est. Cost $131.16 Unrealized +14.4%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $654 Shares 14,022 Est. Cost $40.22 Unrealized +4.6%
CLX CLOROX CO DEL 0.1%
Value ($000) $652 Shares 3,229 Est. Cost $148.25 Unrealized +19.0%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $647 Shares 1,134 Est. Cost $513.28 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $646 Shares 3,036 Est. Cost $112.41 Unrealized +45.7%
IWP ISHARES TR 0.1%
Value ($000) $605 Shares 5,892 Est. Cost $102.68 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $599 Shares 4,880 Est. Cost $88.89 Unrealized +11.5%
GMAB GENMAB A/S 0.1%
Value ($000) $591 Shares 14,540 Est. Cost $34.41 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $575 Shares 18,037 Est. Cost $38.39 Unrealized -15.8%
WISDOMTREE TR 0.1%
Value ($000) $570 Shares 22,700 Est. Cost $25.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $567 Shares 2,444 Est. Cost $197.05 Unrealized +11.8%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $551 Shares 2,700 Est. Cost $204.07 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $548 Shares 1,211 Est. Cost $272.86 Unrealized +43.1%
SAP SAP SE 0.1%
Value ($000) $544 Shares 4,171 Est. Cost $142.02 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $535 Shares 4,060 Est. Cost $131.77 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $523 Shares 1,082 Est. Cost $463.94 Unrealized +15.7%
LQDH ISHARES U S ETF TR 0.1%
Value ($000) $520 Shares 5,447 Est. Cost $95.47 Unrealized
MXI ISHARES TR 0.1%
Value ($000) $513 Shares 6,297 Est. Cost $62.59 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $494 Shares 295 Est. Cost $908.84 Unrealized +55.2%
ABBNY ABB LTD 0.1%
Value ($000) $493 Shares 17,648 Est. Cost $27.94 Unrealized
RELX RELX PLC 0.1%
Value ($000) $492 Shares 19,932 Est. Cost $23.48 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $485 Shares 5,103 Est. Cost $74.08 Unrealized +15.7%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $485 Shares 9,711 Est. Cost $52.87 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $465 Shares 1,311 Est. Cost $329.22 Unrealized -3.1%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $452 Shares 14,916 Est. Cost $24.34 Unrealized -2.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $449 Shares 1,215 Est. Cost $341.59 Unrealized -6.7%
IYT ISHARES TR 0.0%
Value ($000) $443 Shares 2,007 Est. Cost $67.80 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $443 Shares 9,685 Est. Cost $28.59 Unrealized +37.6%
IWB ISHARES TR 0.0%
Value ($000) $441 Shares 2,081 Est. Cost $171.52 Unrealized
XT ISHARES TR 0.0%
Value ($000) $411 Shares 7,180 Est. Cost $36.58 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $406 Shares 16,509 Est. Cost $22.92 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $405 Shares 6,306 Est. Cost $79.84 Unrealized 0.0%
KRO KRONOS WORLDWIDE INC 0.0%
Value ($000) $400 Shares 26,858 Est. Cost $8.81 Unrealized +21.7%
DEO DIAGEO PLC 0.0%
Value ($000) $398 Shares 2,508 Est. Cost $135.84 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $385 Shares 9,200 Est. Cost $41.85 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $378 Shares 1,182 Est. Cost $79.15 Unrealized +17.2%
SHM SPDR SER TR 0.0%
Value ($000) $364 Shares 7,312 Est. Cost $49.78 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $351 Shares 836 Est. Cost $419.86 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $350 Shares 9,500 Est. Cost $23.61 Unrealized +24.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $348 Shares 1 Est. Cost $283653.44 Unrealized +16.6%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $346 Shares 21,272 Est. Cost $14.77 Unrealized -8.4%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $343 Shares 3,684 Est. Cost $88.45 Unrealized -7.5%
ANSYS INC 0.0%
Value ($000) $339 Shares 933 Est. Cost $327.35 Unrealized
CERNER CORP 0.0%
Value ($000) $337 Shares 4,295 Est. Cost $71.98 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $337 Shares 2,337 Est. Cost $94.74 Unrealized +33.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $334 Shares 4,776 Est. Cost $69.93 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $333 Shares 7,878 Est. Cost $38.47 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $331 Shares 2,633 Est. Cost $99.44 Unrealized -6.1%
EZPW EZCORP INC 0.0%
Value ($000) $319 Shares 66,534 Est. Cost $5.03 Unrealized 0.0%
KWEB KRANESHARES TR 0.0%
Value ($000) $310 Shares 4,038 Est. Cost $62.29 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $308 Shares 5,507 Est. Cost $47.10 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $308 Shares 1,482 Est. Cost $176.86 Unrealized +6.3%
WDAY WORKDAY INC 0.0%
Value ($000) $307 Shares 1,282 Est. Cost $197.84 Unrealized +13.6%
GLOB GLOBANT S A 0.0%
Value ($000) $307 Shares 1,412 Est. Cost $172.17 Unrealized +12.3%
SEIC SEI INVTS CO 0.0%
Value ($000) $303 Shares 5,265 Est. Cost $49.13 Unrealized +3.4%
FIVE FIVE BELOW INC 0.0%
Value ($000) $297 Shares 1,695 Est. Cost $113.81 Unrealized +30.1%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $295 Shares 1,681 Est. Cost $136.33 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $294 Shares 673 Est. Cost $345.80 Unrealized +19.3%
ONC BEIGENE LTD 0.0%
Value ($000) $291 Shares 1,125 Est. Cost $281.97 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $284 Shares 3,424 Est. Cost $75.91 Unrealized +3.4%
NATIONAL INSTRS CORP 0.0%
Value ($000) $281 Shares 6,399 Est. Cost $35.76 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $274 Shares 4,231 Est. Cost $43.50 Unrealized +12.2%
NTR NUTRIEN LTD 0.0%
Value ($000) $269 Shares 5,586 Est. Cost $41.37 Unrealized -8.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $268 Shares 327 Est. Cost $224.54 Unrealized +10.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $264 Shares 769 Est. Cost $283.49 Unrealized
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $263 Shares 2,542 Est. Cost $72.56 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $262 Shares 1,965 Est. Cost $57.50 Unrealized +10.9%
TOTAL SE 0.0%
Value ($000) $258 Shares 6,164 Est. Cost $41.86 Unrealized
T AT&T INC 0.0%
Value ($000) $254 Shares 8,848 Est. Cost $17.59 Unrealized -12.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $249 Shares 11,409 Est. Cost $16.89 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $246 Shares 1,071 Est. Cost $169.89 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $245 Shares 1,835 Est. Cost $83.91 Unrealized +33.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $235 Shares 254 Est. Cost $79.70 Unrealized +10.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $235 Shares 2,538 Est. Cost $92.59 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $232 Shares 4,454 Est. Cost $48.51 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $231 Shares 3,193 Est. Cost $45.47 Unrealized
TFII TFI INTL INC 0.0%
Value ($000) $229 Shares 4,440 Est. Cost $49.66 Unrealized 0.0%
IXJ ISHARES TR 0.0%
Value ($000) $223 Shares 2,912 Est. Cost $61.28 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $222 Shares 3,482 Est. Cost $122.80 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $222 Shares 2,679 Est. Cost $82.18 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $221 Shares 3,058 Est. Cost $72.27 Unrealized
AMEDISYS INC 0.0%
Value ($000) $217 Shares 739 Est. Cost $236.11 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $217 Shares 5,859 Est. Cost $37.04 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $215 Shares 676 Est. Cost $63.60 Unrealized +11.5%
SDY SPDR SER TR 0.0%
Value ($000) $212 Shares 2,000 Est. Cost $106.00 Unrealized
AVALARA INC 0.0%
Value ($000) $211 Shares 1,277 Est. Cost $165.23 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $208 Shares 2,336 Est. Cost $76.81 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $208 Shares 1,891 Est. Cost $91.09 Unrealized +7.5%
ROL ROLLINS INC 0.0%
Value ($000) $205 Shares 5,235 Est. Cost $33.03 Unrealized +10.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $204 Shares 3,567 Est. Cost $52.92 Unrealized +6.1%
SUB ISHARES TR 0.0%
Value ($000) $201 Shares 1,859 Est. Cost $108.12 Unrealized
PRLB PROTO LABS INC 0.0%
Value ($000) $200 Shares 1,306 Est. Cost $131.45 Unrealized +7.3%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $189 Shares 2,028 Est. Cost $90.53 Unrealized -5.7%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $187 Shares 37,765 Est. Cost $4.95 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $163 Shares 10,312 Est. Cost $21.69 Unrealized -56.1%
BANF BANCFIRST CORP 0.0%
Value ($000) $135 Shares 2,300 Est. Cost $46.58 Unrealized 0.0%
MTDR MATADOR RES CO 0.0%
Value ($000) $128 Shares 10,600 Est. Cost $9.77 Unrealized 0.0%
TFF PHARMACEUTICALS INC 0.0%
Value ($000) $118 Shares 8,273 Est. Cost $14.26 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $108 Shares 394 Est. Cost $267.20 Unrealized 0.0%
NL NL INDS INC 0.0%
Value ($000) $69 Shares 14,400 Est. Cost $2.12 Unrealized +55.2%
SRVR PACER FDS TR 0.0%
Value ($000) $60 Shares 1,680 Est. Cost $35.71 Unrealized
SALIENT MIDSTREAM & MLP FD 0.0%
Value ($000) $43 Shares 10,000 Est. Cost $8.60 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $11 Shares 97 Est. Cost $113.40 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $7 Shares 229 Est. Cost $30.57 Unrealized