Venturi Wealth Management, LLC Diversified Active

CIK: 0001666363 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 22, 2021

Total Value ($000): $1,047,448 (100.0% shares, 0.0% debt)

Holdings (303)

IJR ISHARES TR 8.6%
Value ($000) $90,398 Shares 832,927 Est. Cost $92.41 Unrealized
IEMG ISHARES INC 7.9%
Value ($000) $83,140 Shares 1,291,799 Est. Cost $55.55 Unrealized
WISDOMTREE TR 5.9%
Value ($000) $62,306 Shares 2,482,306 Est. Cost $25.10 Unrealized
IEFA ISHARES TR 5.1%
Value ($000) $53,558 Shares 743,339 Est. Cost $66.10 Unrealized
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $41,973 Shares 105,904 Est. Cost $314.07 Unrealized
QTWO Q2 HLDGS INC 2.5%
Value ($000) $25,846 Shares 257,947 Est. Cost $49.59 Unrealized +150.7%
QQQ INVESCO QQQ TR 2.2%
Value ($000) $22,531 Shares 70,601 Est. Cost $245.84 Unrealized
JNK SPDR SER TR 2.0%
Value ($000) $20,452 Shares 187,977 Est. Cost $105.40 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $15,858 Shares 88,954 Est. Cost $176.91 Unrealized
LQD ISHARES TR 1.5%
Value ($000) $15,488 Shares 119,089 Est. Cost $130.42 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $14,255 Shares 60,463 Est. Cost $59.40 Unrealized +275.3%
XLC SELECT SECTOR SPDR TR 1.2%
Value ($000) $12,787 Shares 174,405 Est. Cost $56.47 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $12,711 Shares 104,061 Est. Cost $84.90 Unrealized +47.3%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $11,831 Shares 62,601 Est. Cost $98.62 Unrealized +53.5%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $11,637 Shares 31,276 Est. Cost $211.18 Unrealized +51.4%
URI UNITED RENTALS INC 1.1%
Value ($000) $11,297 Shares 34,304 Est. Cost $123.87 Unrealized +121.4%
INTC INTEL CORP 1.0%
Value ($000) $10,961 Shares 171,268 Est. Cost $39.44 Unrealized +37.2%
HD HOME DEPOT INC 1.0%
Value ($000) $10,799 Shares 35,376 Est. Cost $157.01 Unrealized +55.7%
LOW LOWES COS INC 1.0%
Value ($000) $10,788 Shares 56,725 Est. Cost $102.07 Unrealized +53.8%
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $10,699 Shares 80,561 Est. Cost $72.20 Unrealized
DHI D R HORTON INC 1.0%
Value ($000) $10,629 Shares 119,271 Est. Cost $45.81 Unrealized +62.8%
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $10,616 Shares 196,189 Est. Cost $30.91 Unrealized +49.3%
LPLA LPL FINL HLDGS INC 1.0%
Value ($000) $10,326 Shares 72,639 Est. Cost $67.27 Unrealized +89.7%
SYNA SYNAPTICS INC 1.0%
Value ($000) $10,279 Shares 75,907 Est. Cost $80.24 Unrealized +51.7%
XLE SELECT SECTOR SPDR TR 1.0%
Value ($000) $10,114 Shares 206,152 Est. Cost $46.92 Unrealized
EMB ISHARES TR 0.9%
Value ($000) $9,941 Shares 91,307 Est. Cost $109.18 Unrealized
WMT WALMART INC 0.9%
Value ($000) $9,603 Shares 70,696 Est. Cost $31.25 Unrealized +38.6%
EVR EVERCORE INC 0.9%
Value ($000) $9,447 Shares 71,709 Est. Cost $111.29 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $9,278 Shares 159,551 Est. Cost $32.43 Unrealized +30.3%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $9,246 Shares 54,394 Est. Cost $125.44 Unrealized +5.2%
MAS MASCO CORP 0.9%
Value ($000) $9,198 Shares 153,552 Est. Cost $40.66 Unrealized +25.8%
PGR PROGRESSIVE CORP 0.9%
Value ($000) $9,053 Shares 94,691 Est. Cost $67.05 Unrealized +20.8%
CVS CVS HEALTH CORP 0.8%
Value ($000) $8,642 Shares 114,873 Est. Cost $52.77 Unrealized +18.0%
PEP PEPSICO INC 0.8%
Value ($000) $8,569 Shares 60,578 Est. Cost $88.82 Unrealized +32.8%
DVA DAVITA INC 0.8%
Value ($000) $8,516 Shares 79,021 Est. Cost $78.49 Unrealized +41.6%
QCOM QUALCOMM INC 0.8%
Value ($000) $8,215 Shares 61,960 Est. Cost $71.53 Unrealized +81.3%
XSOE WISDOMTREE TR 0.8%
Value ($000) $8,081 Shares 198,592 Est. Cost $40.69 Unrealized
MLPX GLOBAL X FDS 0.7%
Value ($000) $7,119 Shares 225,282 Est. Cost $28.22 Unrealized
AVY AVERY DENNISON CORP 0.7%
Value ($000) $7,031 Shares 38,287 Est. Cost $110.79 Unrealized +41.9%
IVV ISHARES TR 0.6%
Value ($000) $6,714 Shares 16,876 Est. Cost $265.26 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $6,493 Shares 13,640 Est. Cost $472.58 Unrealized
ESGU ISHARES TR 0.6%
Value ($000) $6,276 Shares 69,070 Est. Cost $70.95 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $5,910 Shares 1,910 Est. Cost $91.42 Unrealized +73.4%
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $5,332 Shares 93,345 Est. Cost $56.77 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,304 Shares 155,780 Est. Cost $23.98 Unrealized
REGL PROSHARES TR 0.5%
Value ($000) $4,993 Shares 71,649 Est. Cost $55.25 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,884 Shares 29,061 Est. Cost $141.02 Unrealized
AVUV AMERICAN CENTY ETF TR 0.5%
Value ($000) $4,784 Shares 66,250 Est. Cost $72.21 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $4,754 Shares 40,963 Est. Cost $115.18 Unrealized
SPFI SOUTH PLAINS FINANCIAL INC 0.4%
Value ($000) $4,707 Shares 207,180 Est. Cost $19.54 Unrealized +6.7%
SMLF ISHARES TR 0.4%
Value ($000) $4,597 Shares 87,653 Est. Cost $52.45 Unrealized
RWR SPDR SER TR 0.4%
Value ($000) $4,416 Shares 46,649 Est. Cost $88.03 Unrealized
ANGL VANECK VECTORS ETF TR 0.4%
Value ($000) $4,265 Shares 133,571 Est. Cost $28.70 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $4,192 Shares 20,283 Est. Cost $131.51 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,955 Shares 52,302 Est. Cost $54.70 Unrealized +25.8%
SCZ ISHARES TR 0.3%
Value ($000) $3,657 Shares 50,911 Est. Cost $65.48 Unrealized
V VISA INC 0.3%
Value ($000) $3,612 Shares 17,059 Est. Cost $159.85 Unrealized +27.1%
IVLU ISHARES TR 0.3%
Value ($000) $3,596 Shares 142,171 Est. Cost $23.86 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $3,562 Shares 136,000 Est. Cost $26.47 Unrealized
IUSB ISHARES TR 0.3%
Value ($000) $3,470 Shares 65,787 Est. Cost $52.75 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $3,443 Shares 11,689 Est. Cost $161.89 Unrealized +65.2%
EFV ISHARES TR 0.3%
Value ($000) $3,330 Shares 65,336 Est. Cost $50.97 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,143 Shares 26,925 Est. Cost $98.30 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,824 Shares 28,686 Est. Cost $77.71 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $2,663 Shares 26,506 Est. Cost $73.87 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $2,602 Shares 33,145 Est. Cost $53.60 Unrealized +60.6%
CNP CENTERPOINT ENERGY INC 0.2%
Value ($000) $2,573 Shares 113,603 Est. Cost $17.82 Unrealized +5.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,502 Shares 23,880 Est. Cost $69.37 Unrealized +14.7%
ITM VANECK VECTORS ETF TR 0.2%
Value ($000) $2,423 Shares 47,280 Est. Cost $50.59 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $2,369 Shares 54,702 Est. Cost $33.09 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $2,311 Shares 4,328 Est. Cost $8.07 Unrealized +66.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $2,254 Shares 11,960 Est. Cost $128.55 Unrealized +21.9%
JPST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $2,209 Shares 43,527 Est. Cost $50.78 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.2%
Value ($000) $2,181 Shares 41,877 Est. Cost $41.30 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $2,179 Shares 17,889 Est. Cost $91.45 Unrealized
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $2,163 Shares 48,592 Est. Cost $44.51 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $2,148 Shares 14,330 Est. Cost $58.64 Unrealized +134.8%
PID INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,117 Shares 126,945 Est. Cost $16.68 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $2,087 Shares 15,739 Est. Cost $41.33 Unrealized +28.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $2,028 Shares 13,322 Est. Cost $127.25 Unrealized 0.0%
IGBH ISHARES U S ETF TR 0.2%
Value ($000) $2,014 Shares 78,817 Est. Cost $24.95 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,973 Shares 5,599 Est. Cost $205.53 Unrealized +60.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,972 Shares 16,672 Est. Cost $51.67 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $1,908 Shares 14,333 Est. Cost $88.73 Unrealized +0.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,881 Shares 13,892 Est. Cost $62.73 Unrealized +84.4%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,865 Shares 81,746 Est. Cost $18.37 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.2%
Value ($000) $1,823 Shares 28,638 Est. Cost $71.54 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,724 Shares 14,385 Est. Cost $50.93 Unrealized +113.3%
VLUE ISHARES TR 0.2%
Value ($000) $1,705 Shares 16,643 Est. Cost $73.02 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,705 Shares 21,635 Est. Cost $67.29 Unrealized
TRP TC ENERGY CORP 0.2%
Value ($000) $1,696 Shares 37,065 Est. Cost $35.67 Unrealized -3.5%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $1,690 Shares 31,199 Est. Cost $44.97 Unrealized -5.4%
IWN ISHARES TR 0.2%
Value ($000) $1,680 Shares 10,533 Est. Cost $148.81 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $1,624 Shares 12,910 Est. Cost $100.61 Unrealized +27.7%
IQLT ISHARES TR 0.2%
Value ($000) $1,614 Shares 44,296 Est. Cost $29.51 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $1,613 Shares 17,239 Est. Cost $43.01 Unrealized +72.2%
IGV ISHARES TR 0.1%
Value ($000) $1,571 Shares 4,600 Est. Cost $255.98 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $1,560 Shares 28,527 Est. Cost $54.80 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $1,531 Shares 2,572 Est. Cost $326.03 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $1,512 Shares 4,912 Est. Cost $191.00 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,498 Shares 29,329 Est. Cost $51.11 Unrealized
CYRUSONE INC 0.1%
Value ($000) $1,434 Shares 21,173 Est. Cost $67.73 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $1,427 Shares 2,311 Est. Cost $413.26 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,421 Shares 5,355 Est. Cost $188.43 Unrealized +24.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,416 Shares 4,329 Est. Cost $197.01 Unrealized +40.6%
KLAC KLA CORP 0.1%
Value ($000) $1,409 Shares 4,265 Est. Cost $220.47 Unrealized +29.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,382 Shares 26,735 Est. Cost $35.23 Unrealized +15.3%
TGT TARGET CORP 0.1%
Value ($000) $1,373 Shares 6,931 Est. Cost $104.69 Unrealized +55.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,370 Shares 15,188 Est. Cost $54.91 Unrealized +41.7%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,369 Shares 7,733 Est. Cost $22.30 Unrealized +32.1%
KBE SPDR SER TR 0.1%
Value ($000) $1,359 Shares 26,200 Est. Cost $48.35 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,357 Shares 6,052 Est. Cost $163.29 Unrealized +17.1%
RS RELIANCE STEEL & ALUMINUM CO 0.1%
Value ($000) $1,340 Shares 8,800 Est. Cost $134.50 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,328 Shares 25,997 Est. Cost $51.08 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,311 Shares 4,249 Est. Cost $295.86 Unrealized +2.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,305 Shares 4,723 Est. Cost $172.40 Unrealized +40.0%
CMI CUMMINS INC 0.1%
Value ($000) $1,303 Shares 5,028 Est. Cost $159.87 Unrealized +38.8%
BLACKROCK INC 0.1%
Value ($000) $1,302 Shares 1,727 Est. Cost $504.46 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,298 Shares 5,723 Est. Cost $195.64 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,274 Shares 5,751 Est. Cost $141.21 Unrealized +31.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,270 Shares 13,660 Est. Cost $80.79 Unrealized
LINDE PLC 0.1%
Value ($000) $1,269 Shares 4,532 Est. Cost $196.50 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $1,266 Shares 11,031 Est. Cost $68.12 Unrealized +32.9%
INTU INTUIT 0.1%
Value ($000) $1,263 Shares 3,296 Est. Cost $280.46 Unrealized +33.3%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $1,226 Shares 9,248 Est. Cost $82.66 Unrealized +21.2%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $1,212 Shares 11,757 Est. Cost $84.81 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,212 Shares 51,166 Est. Cost $15.41 Unrealized +15.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,195 Shares 18,667 Est. Cost $58.63 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,187 Shares 17,606 Est. Cost $60.51 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $1,168 Shares 12,244 Est. Cost $82.79 Unrealized +0.4%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $1,148 Shares 6,409 Est. Cost $32.97 Unrealized +86.8%
CSX CSX CORP 0.1%
Value ($000) $1,144 Shares 11,867 Est. Cost $22.93 Unrealized +24.6%
HUM HUMANA INC 0.1%
Value ($000) $1,135 Shares 2,706 Est. Cost $368.57 Unrealized +3.5%
CHE CHEMED CORP NEW 0.1%
Value ($000) $1,123 Shares 2,443 Est. Cost $481.97 Unrealized +0.1%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1,107 Shares 7,861 Est. Cost $105.07 Unrealized +10.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $1,105 Shares 18,350 Est. Cost $44.27 Unrealized +10.5%
DE DEERE & CO 0.1%
Value ($000) $1,104 Shares 2,951 Est. Cost $133.80 Unrealized +129.8%
BA BOEING CO 0.1%
Value ($000) $1,103 Shares 4,332 Est. Cost $165.75 Unrealized +34.1%
RMD RESMED INC 0.1%
Value ($000) $1,093 Shares 5,635 Est. Cost $177.95 Unrealized +8.1%
NKE NIKE INC 0.1%
Value ($000) $1,087 Shares 8,176 Est. Cost $123.58 Unrealized +4.8%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $1,071 Shares 9,952 Est. Cost $58.71 Unrealized +81.7%
IYE ISHARES TR 0.1%
Value ($000) $1,066 Shares 40,631 Est. Cost $26.24 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $1,066 Shares 7,609 Est. Cost $140.10 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $1,061 Shares 21,110 Est. Cost $17.25 Unrealized +23.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,051 Shares 18,820 Est. Cost $33.06 Unrealized +31.0%
AOA ISHARES TR 0.1%
Value ($000) $1,039 Shares 15,516 Est. Cost $56.17 Unrealized
AON AON PLC 0.1%
Value ($000) $1,039 Shares 4,515 Est. Cost $185.02 Unrealized +14.8%
IEF ISHARES TR 0.1%
Value ($000) $1,033 Shares 9,145 Est. Cost $117.95 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $1,030 Shares 6,268 Est. Cost $134.16 Unrealized +1.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,027 Shares 4,564 Est. Cost $72.37 Unrealized +174.5%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $1,023 Shares 3,630 Est. Cost $216.00 Unrealized +30.9%
SAILPOINT TECHNOLOGIES HLDGS 0.1%
Value ($000) $1,003 Shares 19,816 Est. Cost $29.07 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $984 Shares 19,782 Est. Cost $51.28 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $976 Shares 3,521 Est. Cost $167.71 Unrealized +72.0%
IWM ISHARES TR 0.1%
Value ($000) $941 Shares 4,258 Est. Cost $154.91 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $932 Shares 14,581 Est. Cost $63.92 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $923 Shares 5,738 Est. Cost $160.86 Unrealized
PII POLARIS INC 0.1%
Value ($000) $921 Shares 6,902 Est. Cost $95.69 Unrealized +27.4%
ORCL ORACLE CORP 0.1%
Value ($000) $918 Shares 13,082 Est. Cost $43.40 Unrealized +39.7%
MS MORGAN STANLEY 0.1%
Value ($000) $889 Shares 11,443 Est. Cost $38.71 Unrealized +69.4%
MHK MOHAWK INDS INC 0.1%
Value ($000) $888 Shares 4,620 Est. Cost $89.92 Unrealized +85.3%
FISV FISERV INC 0.1%
Value ($000) $887 Shares 7,448 Est. Cost $106.76 Unrealized +7.5%
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $886 Shares 52,170 Est. Cost $19.09 Unrealized
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $884 Shares 4,817 Est. Cost $138.12 Unrealized +7.9%
ABBV ABBVIE INC 0.1%
Value ($000) $877 Shares 8,101 Est. Cost $69.52 Unrealized +27.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $870 Shares 11,040 Est. Cost $55.30 Unrealized +26.5%
NUSTAR ENERGY LP 0.1%
Value ($000) $856 Shares 50,091 Est. Cost $49.22 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $855 Shares 16,050 Est. Cost $39.96 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $853 Shares 4,624 Est. Cost $132.57 Unrealized +35.9%
ROST ROSS STORES INC 0.1%
Value ($000) $853 Shares 7,117 Est. Cost $96.22 Unrealized +16.6%
ABBNY ABB LTD 0.1%
Value ($000) $838 Shares 27,498 Est. Cost $28.84 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $829 Shares 15,500 Est. Cost $31.29 Unrealized +42.6%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $820 Shares 4,467 Est. Cost $128.41 Unrealized +19.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $816 Shares 3,350 Est. Cost $173.69 Unrealized +31.1%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $816 Shares 27,953 Est. Cost $17.29 Unrealized +27.3%
IHI ISHARES TR 0.1%
Value ($000) $803 Shares 2,431 Est. Cost $273.10 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $798 Shares 386 Est. Cost $56.65 Unrealized +73.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $796 Shares 5,132 Est. Cost $91.36 Unrealized +54.5%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $790 Shares 6,692 Est. Cost $87.64 Unrealized +12.2%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $790 Shares 12,539 Est. Cost $50.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $789 Shares 14,378 Est. Cost $54.88 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $784 Shares 19,841 Est. Cost $31.76 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $780 Shares 2,209 Est. Cost $246.47 Unrealized +29.7%
RPM RPM INTL INC 0.1%
Value ($000) $770 Shares 8,385 Est. Cost $82.34 Unrealized +5.0%
AFL AFLAC INC 0.1%
Value ($000) $766 Shares 14,972 Est. Cost $42.88 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $764 Shares 8,605 Est. Cost $66.81 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $764 Shares 7,798 Est. Cost $65.52 Unrealized +22.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $749 Shares 3,132 Est. Cost $162.43 Unrealized +18.4%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $744 Shares 5,530 Est. Cost $87.38 Unrealized +34.6%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $744 Shares 3,727 Est. Cost $131.16 Unrealized +17.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $743 Shares 6,102 Est. Cost $105.56 Unrealized +1.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $739 Shares 2,076 Est. Cost $204.43 Unrealized +66.1%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $729 Shares 5,683 Est. Cost $96.85 Unrealized +15.8%
XEL XCEL ENERGY INC 0.1%
Value ($000) $728 Shares 10,941 Est. Cost $54.11 Unrealized -0.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $725 Shares 6,842 Est. Cost $79.46 Unrealized +11.6%
CTAS CINTAS CORP 0.1%
Value ($000) $722 Shares 2,115 Est. Cost $82.57 Unrealized -2.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $718 Shares 3,391 Est. Cost $189.15 Unrealized +16.3%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $713 Shares 8,000 Est. Cost $65.48 Unrealized +22.5%
GWW GRAINGER W W INC 0.1%
Value ($000) $712 Shares 1,777 Est. Cost $371.45 Unrealized -1.2%
KRE SPDR SER TR 0.1%
Value ($000) $711 Shares 10,711 Est. Cost $66.38 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $708 Shares 10,360 Est. Cost $57.39 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $706 Shares 4,651 Est. Cost $160.68 Unrealized -10.7%
SAP SAP SE 0.1%
Value ($000) $678 Shares 5,520 Est. Cost $137.33 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $670 Shares 6,755 Est. Cost $98.23 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $665 Shares 7,782 Est. Cost $87.25 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $661 Shares 4,200 Est. Cost $97.42 Unrealized +55.7%
ILF ISHARES TR 0.1%
Value ($000) $659 Shares 23,874 Est. Cost $27.60 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $652 Shares 3,005 Est. Cost $112.41 Unrealized +57.2%
RELX RELX PLC 0.1%
Value ($000) $636 Shares 25,273 Est. Cost $23.84 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $636 Shares 3,296 Est. Cost $148.59 Unrealized +11.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $624 Shares 2,444 Est. Cost $197.05 Unrealized +23.2%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $601 Shares 15,504 Est. Cost $38.61 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $596 Shares 5,457 Est. Cost $94.02 Unrealized 0.0%
SUB ISHARES TR 0.1%
Value ($000) $596 Shares 5,525 Est. Cost $107.96 Unrealized
IVOL KRANESHARES TR 0.1%
Value ($000) $596 Shares 20,861 Est. Cost $28.57 Unrealized
GMAB GENMAB A/S 0.1%
Value ($000) $587 Shares 17,888 Est. Cost $34.11 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $575 Shares 14,860 Est. Cost $24.34 Unrealized +25.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $574 Shares 4,059 Est. Cost $124.36 Unrealized 0.0%
HYEM VANECK VECTORS ETF TR 0.1%
Value ($000) $562 Shares 23,791 Est. Cost $23.62 Unrealized
TOTAL SE 0.1%
Value ($000) $539 Shares 11,577 Est. Cost $44.05 Unrealized
ONC BEIGENE LTD 0.1%
Value ($000) $535 Shares 1,538 Est. Cost $299.66 Unrealized
LQDH ISHARES U S ETF TR 0.0%
Value ($000) $522 Shares 5,413 Est. Cost $95.47 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $514 Shares 4,777 Est. Cost $74.08 Unrealized +22.7%
DEO DIAGEO PLC 0.0%
Value ($000) $512 Shares 3,121 Est. Cost $141.38 Unrealized
XT ISHARES TR 0.0%
Value ($000) $510 Shares 8,620 Est. Cost $40.35 Unrealized
MXI ISHARES TR 0.0%
Value ($000) $498 Shares 5,741 Est. Cost $62.59 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $497 Shares 6,084 Est. Cost $62.28 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $487 Shares 1,029 Est. Cost $463.94 Unrealized +4.4%
EMXC ISHARES INC 0.0%
Value ($000) $482 Shares 8,113 Est. Cost $59.41 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $475 Shares 1,845 Est. Cost $67.80 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $466 Shares 2,081 Est. Cost $171.52 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $457 Shares 1,234 Est. Cost $274.97 Unrealized +40.5%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $444 Shares 9,685 Est. Cost $28.59 Unrealized +42.4%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $442 Shares 3,811 Est. Cost $96.11 Unrealized +5.1%
ILMN ILLUMINA INC 0.0%
Value ($000) $437 Shares 1,139 Est. Cost $341.59 Unrealized +19.4%
USMV ISHARES TR 0.0%
Value ($000) $426 Shares 6,157 Est. Cost $60.19 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $425 Shares 11,093 Est. Cost $37.64 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $418 Shares 14,293 Est. Cost $29.25 Unrealized
KRO KRONOS WORLDWIDE INC 0.0%
Value ($000) $411 Shares 26,858 Est. Cost $8.81 Unrealized +30.6%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $406 Shares 7,000 Est. Cost $57.66 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $404 Shares 7,083 Est. Cost $49.31 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $391 Shares 6,219 Est. Cost $68.29 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $386 Shares 1 Est. Cost $283653.44 Unrealized +29.3%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $376 Shares 72,111 Est. Cost $5.08 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $369 Shares 9,500 Est. Cost $23.61 Unrealized +46.7%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $364 Shares 6,306 Est. Cost $79.84 Unrealized -16.8%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $364 Shares 3,684 Est. Cost $88.45 Unrealized +3.7%
SHM SPDR SER TR 0.0%
Value ($000) $362 Shares 7,312 Est. Cost $49.78 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $357 Shares 3,298 Est. Cost $90.40 Unrealized +7.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $354 Shares 957 Est. Cost $329.22 Unrealized -8.9%
FIVE FIVE BELOW INC 0.0%
Value ($000) $340 Shares 1,782 Est. Cost $117.45 Unrealized +60.4%
ANSYS INC 0.0%
Value ($000) $332 Shares 978 Est. Cost $327.91 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $320 Shares 2,984 Est. Cost $93.35 Unrealized +6.4%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $315 Shares 4,231 Est. Cost $43.50 Unrealized +34.7%
GLOB GLOBANT S A 0.0%
Value ($000) $308 Shares 1,482 Est. Cost $174.07 Unrealized +22.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $305 Shares 3,921 Est. Cost $73.48 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $305 Shares 1,644 Est. Cost $136.33 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $305 Shares 2,288 Est. Cost $99.44 Unrealized -1.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $301 Shares 5,586 Est. Cost $41.37 Unrealized +13.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $300 Shares 707 Est. Cost $349.94 Unrealized +23.5%
SEIC SEI INVTS CO 0.0%
Value ($000) $300 Shares 4,918 Est. Cost $49.13 Unrealized +11.6%
WDAY WORKDAY INC 0.0%
Value ($000) $298 Shares 1,199 Est. Cost $197.84 Unrealized +24.9%
PPG PPG INDS INC 0.0%
Value ($000) $296 Shares 1,972 Est. Cost $94.74 Unrealized +37.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $294 Shares 10,798 Est. Cost $16.89 Unrealized +40.4%
CERNER CORP 0.0%
Value ($000) $288 Shares 4,009 Est. Cost $71.98 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $286 Shares 2,175 Est. Cost $131.49 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $284 Shares 8,870 Est. Cost $22.92 Unrealized
NATIONAL INSTRS CORP 0.0%
Value ($000) $282 Shares 6,535 Est. Cost $35.91 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $280 Shares 769 Est. Cost $283.49 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $280 Shares 3,610 Est. Cost $76.15 Unrealized +5.7%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $276 Shares 1,564 Est. Cost $176.89 Unrealized +0.3%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $272 Shares 711 Est. Cost $64.87 Unrealized +37.8%
T AT&T INC 0.0%
Value ($000) $268 Shares 8,840 Est. Cost $17.59 Unrealized -8.2%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $264 Shares 4,514 Est. Cost $58.48 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $259 Shares 351 Est. Cost $226.39 Unrealized +11.1%
AMEDISYS INC 0.0%
Value ($000) $254 Shares 959 Est. Cost $242.71 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $243 Shares 2,456 Est. Cost $77.89 Unrealized +27.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $240 Shares 3,356 Est. Cost $40.57 Unrealized +41.0%
SDY SPDR SER TR 0.0%
Value ($000) $236 Shares 2,000 Est. Cost $106.00 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $236 Shares 2,066 Est. Cost $57.88 Unrealized +13.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $233 Shares 10,651 Est. Cost $21.51 Unrealized -25.9%
SUMMIT MATLS INC 0.0%
Value ($000) $232 Shares 8,295 Est. Cost $27.97 Unrealized
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $231 Shares 2,670 Est. Cost $73.60 Unrealized +28.1%
IVW ISHARES TR 0.0%
Value ($000) $227 Shares 3,482 Est. Cost $122.80 Unrealized
IPI INTREPID POTASH INC 0.0%
Value ($000) $226 Shares 6,951 Est. Cost $29.55 Unrealized 0.0%
IXJ ISHARES TR 0.0%
Value ($000) $222 Shares 2,884 Est. Cost $61.28 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $219 Shares 267 Est. Cost $80.02 Unrealized +7.9%
AOR ISHARES TR 0.0%
Value ($000) $218 Shares 4,064 Est. Cost $48.51 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $212 Shares 1,958 Est. Cost $110.14 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $212 Shares 958 Est. Cost $186.28 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $211 Shares 820 Est. Cost $257.32 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $206 Shares 2,691 Est. Cost $45.47 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $204 Shares 2,460 Est. Cost $81.39 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $203 Shares 1,870 Est. Cost $84.67 Unrealized +47.3%
IMTM ISHARES TR 0.0%
Value ($000) $200 Shares 5,320 Est. Cost $27.85 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $200 Shares 1,479 Est. Cost $125.83 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $191 Shares 15,619 Est. Cost $12.23 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $124 Shares 856 Est. Cost $144.86 Unrealized
NL NL INDS INC 0.0%
Value ($000) $107 Shares 14,400 Est. Cost $2.12 Unrealized +87.0%
SALIENT MIDSTREAM & MLP FD 0.0%
Value ($000) $51 Shares 10,000 Est. Cost $8.60 Unrealized
VIRTUS ALLIANZGI EQUITY & CO 0.0%
Value ($000) $50 Shares 1,768 Est. Cost $28.28 Unrealized
DJD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
CXSE WISDOMTREE TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized