Venturi Wealth Management, LLC Diversified Active

CIK: 0001666363 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 2, 2021

Total Value ($000): $1,124,702 (100.0% shares, 0.0% debt)

Holdings (310)

IJR ISHARES TR 10.1%
Value ($000) $114,090 Shares 1,009,827 Est. Cost $96.01 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 8.4%
Value ($000) $94,973 Shares 613,559 Est. Cost $154.79 Unrealized
SPY SPDR S&P 500 ETF TR 7.4%
Value ($000) $83,786 Shares 195,734 Est. Cost $366.39 Unrealized
IEFA ISHARES TR 5.0%
Value ($000) $56,391 Shares 753,292 Est. Cost $66.22 Unrealized
IEMG ISHARES INC 4.3%
Value ($000) $48,683 Shares 726,724 Est. Cost $55.55 Unrealized
QTWO Q2 HLDGS INC 2.3%
Value ($000) $26,411 Shares 257,472 Est. Cost $49.59 Unrealized +101.8%
QQQ INVESCO QQQ TR 2.2%
Value ($000) $24,719 Shares 69,744 Est. Cost $245.84 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $22,017 Shares 237,847 Est. Cost $124.11 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $16,273 Shares 60,069 Est. Cost $59.40 Unrealized +312.0%
AAPL APPLE INC 1.3%
Value ($000) $14,396 Shares 105,114 Est. Cost $85.32 Unrealized +48.2%
XLC SELECT SECTOR SPDR TR 1.1%
Value ($000) $12,751 Shares 157,479 Est. Cost $56.47 Unrealized
XSOE WISDOMTREE TR 1.1%
Value ($000) $12,739 Shares 302,810 Est. Cost $41.17 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $12,538 Shares 31,309 Est. Cost $211.18 Unrealized +74.7%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $12,107 Shares 62,957 Est. Cost $98.62 Unrealized +66.5%
SYNA SYNAPTICS INC 1.0%
Value ($000) $11,671 Shares 75,013 Est. Cost $80.24 Unrealized +68.5%
XLE SELECT SECTOR SPDR TR 1.0%
Value ($000) $11,482 Shares 213,134 Est. Cost $47.15 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $11,322 Shares 35,505 Est. Cost $157.01 Unrealized +80.8%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $11,231 Shares 54,004 Est. Cost $125.44 Unrealized +30.9%
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $11,136 Shares 195,306 Est. Cost $30.91 Unrealized +58.7%
LOW LOWES COS INC 1.0%
Value ($000) $10,864 Shares 56,011 Est. Cost $102.07 Unrealized +75.9%
URI UNITED RENTALS INC 1.0%
Value ($000) $10,808 Shares 33,880 Est. Cost $123.87 Unrealized +152.5%
DHI D R HORTON INC 0.9%
Value ($000) $10,495 Shares 116,130 Est. Cost $45.81 Unrealized +95.7%
EMB ISHARES TR 0.9%
Value ($000) $10,286 Shares 91,462 Est. Cost $109.18 Unrealized
WMT WALMART INC 0.9%
Value ($000) $10,233 Shares 72,561 Est. Cost $31.57 Unrealized +38.7%
EVR EVERCORE INC 0.9%
Value ($000) $10,087 Shares 71,654 Est. Cost $111.29 Unrealized +15.0%
INTC INTEL CORP 0.9%
Value ($000) $9,674 Shares 172,320 Est. Cost $39.44 Unrealized +35.9%
LPLA LPL FINL HLDGS INC 0.9%
Value ($000) $9,664 Shares 71,594 Est. Cost $67.27 Unrealized +116.2%
CVS CVS HEALTH CORP 0.9%
Value ($000) $9,599 Shares 115,041 Est. Cost $52.77 Unrealized +33.6%
DVA DAVITA INC 0.8%
Value ($000) $9,515 Shares 79,012 Est. Cost $78.49 Unrealized +50.8%
PGR PROGRESSIVE CORP 0.8%
Value ($000) $9,377 Shares 95,478 Est. Cost $67.05 Unrealized +32.0%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $9,292 Shares 62,928 Est. Cost $72.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $9,200 Shares 164,195 Est. Cost $32.74 Unrealized +32.6%
MAS MASCO CORP 0.8%
Value ($000) $9,130 Shares 154,979 Est. Cost $40.66 Unrealized +39.1%
PEP PEPSICO INC 0.8%
Value ($000) $9,121 Shares 61,558 Est. Cost $89.41 Unrealized +41.1%
QCOM QUALCOMM INC 0.8%
Value ($000) $8,892 Shares 62,209 Est. Cost $71.53 Unrealized +70.8%
AVY AVERY DENNISON CORP 0.7%
Value ($000) $7,898 Shares 37,568 Est. Cost $110.79 Unrealized +75.2%
MLPX GLOBAL X FDS 0.7%
Value ($000) $7,383 Shares 203,177 Est. Cost $28.22 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $6,779 Shares 15,768 Est. Cost $265.26 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $6,513 Shares 13,264 Est. Cost $472.58 Unrealized
SMLF ISHARES TR 0.6%
Value ($000) $6,396 Shares 116,607 Est. Cost $53.04 Unrealized
ESGU ISHARES TR 0.6%
Value ($000) $6,289 Shares 63,862 Est. Cost $70.95 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $5,812 Shares 49,589 Est. Cost $115.53 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $5,791 Shares 1,683 Est. Cost $91.42 Unrealized +81.8%
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $5,203 Shares 91,129 Est. Cost $56.77 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,705 Shares 128,226 Est. Cost $23.98 Unrealized
SPFI SOUTH PLAINS FINANCIAL INC 0.4%
Value ($000) $4,635 Shares 200,380 Est. Cost $19.54 Unrealized +17.4%
REGL PROSHARES TR 0.4%
Value ($000) $4,488 Shares 62,896 Est. Cost $55.25 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $4,410 Shares 19,790 Est. Cost $131.51 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,363 Shares 34,639 Est. Cost $104.46 Unrealized
RWR SPDR SER TR 0.4%
Value ($000) $4,348 Shares 41,449 Est. Cost $88.03 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $4,000 Shares 1,638 Est. Cost $115.92 Unrealized 0.0%
IVLU ISHARES TR 0.3%
Value ($000) $3,823 Shares 148,047 Est. Cost $23.93 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $3,816 Shares 143,471 Est. Cost $26.48 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $3,810 Shares 51,371 Est. Cost $65.48 Unrealized
IUSB ISHARES TR 0.3%
Value ($000) $3,746 Shares 70,031 Est. Cost $52.79 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,679 Shares 50,210 Est. Cost $54.70 Unrealized +21.6%
META FACEBOOK INC 0.3%
Value ($000) $3,648 Shares 10,489 Est. Cost $161.89 Unrealized +96.8%
V VISA INC 0.3%
Value ($000) $3,640 Shares 15,568 Est. Cost $159.85 Unrealized +38.2%
EFV ISHARES TR 0.3%
Value ($000) $3,538 Shares 68,348 Est. Cost $51.00 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,492 Shares 19,556 Est. Cost $141.02 Unrealized
ANGL VANECK VECTORS ETF TR 0.3%
Value ($000) $3,454 Shares 104,977 Est. Cost $28.70 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $3,158 Shares 62,249 Est. Cost $50.77 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $3,138 Shares 33,406 Est. Cost $53.60 Unrealized +50.8%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $3,064 Shares 3,829 Est. Cost $8.07 Unrealized +98.1%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,891 Shares 45,823 Est. Cost $43.07 Unrealized +16.2%
QTWO Q2 HLDGS INC 0.2%
Value ($000) $2,565 Shares 25,000 Est. Cost $49.59 Unrealized +101.8%
CNP CENTERPOINT ENERGY INC 0.2%
Value ($000) $2,547 Shares 103,864 Est. Cost $17.82 Unrealized +22.3%
ESGE ISHARES INC 0.2%
Value ($000) $2,479 Shares 54,901 Est. Cost $33.09 Unrealized
ITM VANECK VECTORS ETF TR 0.2%
Value ($000) $2,464 Shares 47,548 Est. Cost $50.59 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $2,463 Shares 22,955 Est. Cost $73.87 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,437 Shares 23,264 Est. Cost $69.37 Unrealized +25.5%
QUAL ISHARES TR 0.2%
Value ($000) $2,381 Shares 17,917 Est. Cost $91.45 Unrealized
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $2,351 Shares 50,211 Est. Cost $44.59 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,341 Shares 132,492 Est. Cost $16.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $2,332 Shares 11,742 Est. Cost $128.55 Unrealized +37.1%
IGSB ISHARES TR 0.2%
Value ($000) $2,315 Shares 42,245 Est. Cost $54.80 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.2%
Value ($000) $2,268 Shares 41,817 Est. Cost $41.30 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,243 Shares 5,668 Est. Cost $207.40 Unrealized +73.1%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $2,089 Shares 13,429 Est. Cost $127.25 Unrealized +9.8%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,057 Shares 24,995 Est. Cost $69.31 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,043 Shares 19,952 Est. Cost $77.71 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $2,041 Shares 13,241 Est. Cost $58.64 Unrealized +142.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,038 Shares 16,962 Est. Cost $52.84 Unrealized
IGBH ISHARES U S ETF TR 0.2%
Value ($000) $2,002 Shares 78,944 Est. Cost $24.95 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,924 Shares 14,259 Est. Cost $64.22 Unrealized +88.0%
IXG ISHARES TR 0.2%
Value ($000) $1,880 Shares 24,223 Est. Cost $77.61 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,866 Shares 11,324 Est. Cost $144.91 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.2%
Value ($000) $1,841 Shares 24,769 Est. Cost $71.54 Unrealized
IVOL KRANESHARES TR 0.2%
Value ($000) $1,839 Shares 66,574 Est. Cost $27.92 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,838 Shares 13,874 Est. Cost $41.33 Unrealized +42.4%
IWN ISHARES TR 0.2%
Value ($000) $1,834 Shares 11,066 Est. Cost $149.63 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $1,795 Shares 10,976 Est. Cost $154.99 Unrealized -2.7%
IGV ISHARES TR 0.2%
Value ($000) $1,794 Shares 4,600 Est. Cost $255.98 Unrealized
IQLT ISHARES TR 0.2%
Value ($000) $1,717 Shares 44,529 Est. Cost $29.51 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,717 Shares 14,812 Est. Cost $52.56 Unrealized +104.1%
VLUE ISHARES TR 0.2%
Value ($000) $1,701 Shares 16,192 Est. Cost $73.02 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $1,687 Shares 2,442 Est. Cost $428.15 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,629 Shares 6,737 Est. Cost $104.69 Unrealized +82.9%
INTU INTUIT 0.1%
Value ($000) $1,591 Shares 3,246 Est. Cost $280.46 Unrealized +50.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,589 Shares 4,188 Est. Cost $197.01 Unrealized +62.1%
TRP TC ENERGY CORP 0.1%
Value ($000) $1,584 Shares 31,981 Est. Cost $35.67 Unrealized +10.3%
LAM RESEARCH CORP 0.1%
Value ($000) $1,580 Shares 2,428 Est. Cost $326.03 Unrealized
HEI HEICO CORP NEW 0.1%
Value ($000) $1,567 Shares 11,240 Est. Cost $100.61 Unrealized +37.1%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $1,534 Shares 27,502 Est. Cost $44.97 Unrealized +8.6%
KBE SPDR SER TR 0.1%
Value ($000) $1,499 Shares 29,200 Est. Cost $48.66 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,488 Shares 5,204 Est. Cost $188.43 Unrealized +32.2%
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,483 Shares 60,612 Est. Cost $18.37 Unrealized
BLACKROCK INC 0.1%
Value ($000) $1,474 Shares 1,684 Est. Cost $504.46 Unrealized
RMD RESMED INC 0.1%
Value ($000) $1,461 Shares 5,925 Est. Cost $179.13 Unrealized +12.8%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,459 Shares 17,419 Est. Cost $60.51 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,454 Shares 20,786 Est. Cost $63.69 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,439 Shares 14,952 Est. Cost $54.91 Unrealized +55.7%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,426 Shares 4,248 Est. Cost $295.86 Unrealized +5.9%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,424 Shares 7,656 Est. Cost $22.30 Unrealized +52.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,397 Shares 4,739 Est. Cost $172.40 Unrealized +55.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,356 Shares 5,871 Est. Cost $163.29 Unrealized +28.2%
KLAC KLA CORP 0.1%
Value ($000) $1,352 Shares 4,171 Est. Cost $220.47 Unrealized +38.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,352 Shares 15,202 Est. Cost $43.01 Unrealized +87.5%
NKE NIKE INC 0.1%
Value ($000) $1,350 Shares 8,737 Est. Cost $123.71 Unrealized +1.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $1,346 Shares 22,523 Est. Cost $45.86 Unrealized +15.2%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $1,334 Shares 11,437 Est. Cost $84.81 Unrealized +21.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,330 Shares 29,997 Est. Cost $36.02 Unrealized
LINDE PLC 0.1%
Value ($000) $1,319 Shares 4,561 Est. Cost $196.50 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.1%
Value ($000) $1,314 Shares 8,705 Est. Cost $134.50 Unrealized +20.8%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,310 Shares 13,728 Est. Cost $80.79 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $1,308 Shares 11,372 Est. Cost $68.92 Unrealized +37.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,304 Shares 5,834 Est. Cost $142.12 Unrealized +44.2%
CYRUSONE INC 0.1%
Value ($000) $1,303 Shares 18,217 Est. Cost $67.73 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,284 Shares 10,346 Est. Cost $109.50 Unrealized 0.0%
HYEM VANECK VECTORS ETF TR 0.1%
Value ($000) $1,270 Shares 53,199 Est. Cost $23.76 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,270 Shares 23,976 Est. Cost $35.23 Unrealized +30.1%
CMI CUMMINS INC 0.1%
Value ($000) $1,245 Shares 5,108 Est. Cost $160.94 Unrealized +41.9%
HUM HUMANA INC 0.1%
Value ($000) $1,241 Shares 2,804 Est. Cost $370.30 Unrealized +12.9%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1,240 Shares 20,693 Est. Cost $51.66 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1,219 Shares 8,101 Est. Cost $105.76 Unrealized +21.4%
PFE PFIZER INC 0.1%
Value ($000) $1,197 Shares 30,574 Est. Cost $30.99 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,192 Shares 4,440 Est. Cost $72.37 Unrealized +200.0%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $1,184 Shares 12,642 Est. Cost $82.93 Unrealized +5.2%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $1,171 Shares 7,148 Est. Cost $82.66 Unrealized +51.1%
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,163 Shares 43,796 Est. Cost $15.41 Unrealized +32.6%
AOA ISHARES TR 0.1%
Value ($000) $1,138 Shares 16,114 Est. Cost $56.71 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,138 Shares 35,463 Est. Cost $28.27 Unrealized +9.5%
GL GLOBE LIFE INC 0.1%
Value ($000) $1,125 Shares 11,812 Est. Cost $98.55 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $1,115 Shares 8,603 Est. Cost $88.73 Unrealized +12.9%
IYE ISHARES TR 0.1%
Value ($000) $1,103 Shares 37,931 Est. Cost $26.24 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,079 Shares 3,975 Est. Cost $271.45 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $1,058 Shares 9,159 Est. Cost $117.95 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,042 Shares 4,594 Est. Cost $195.64 Unrealized
RGLD ROYAL GOLD INC 0.1%
Value ($000) $1,035 Shares 9,067 Est. Cost $58.71 Unrealized +100.9%
SAILPOINT TECHNOLOGIES HLDGS 0.1%
Value ($000) $1,012 Shares 19,816 Est. Cost $29.07 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $1,011 Shares 2,815 Est. Cost $216.00 Unrealized +51.2%
MS MORGAN STANLEY 0.1%
Value ($000) $993 Shares 10,834 Est. Cost $38.71 Unrealized +90.4%
MPC MARATHON PETE CORP 0.1%
Value ($000) $992 Shares 16,426 Est. Cost $32.47 Unrealized +61.0%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $988 Shares 4,817 Est. Cost $138.12 Unrealized +26.5%
IWM ISHARES TR 0.1%
Value ($000) $983 Shares 4,284 Est. Cost $154.91 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $975 Shares 28,273 Est. Cost $34.49 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $973 Shares 15,391 Est. Cost $58.63 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $970 Shares 26,550 Est. Cost $28.84 Unrealized
WISDOMTREE TR 0.1%
Value ($000) $966 Shares 38,466 Est. Cost $25.10 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $951 Shares 17,823 Est. Cost $51.08 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $938 Shares 5,873 Est. Cost $32.97 Unrealized +136.2%
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $919 Shares 52,247 Est. Cost $19.09 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $918 Shares 2,237 Est. Cost $248.02 Unrealized +49.1%
ABBV ABBVIE INC 0.1%
Value ($000) $910 Shares 8,082 Est. Cost $69.52 Unrealized +36.3%
NUSTAR ENERGY LP 0.1%
Value ($000) $907 Shares 50,254 Est. Cost $49.22 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $894 Shares 5,191 Est. Cost $92.00 Unrealized +60.5%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $892 Shares 27,444 Est. Cost $17.29 Unrealized +55.5%
PII POLARIS INC 0.1%
Value ($000) $885 Shares 6,458 Est. Cost $95.69 Unrealized +41.7%
ROST ROSS STORES INC 0.1%
Value ($000) $878 Shares 7,082 Est. Cost $96.22 Unrealized +23.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $872 Shares 3,227 Est. Cost $164.16 Unrealized +34.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $869 Shares 8,771 Est. Cost $66.99 Unrealized +14.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $869 Shares 8,102 Est. Cost $66.37 Unrealized +33.0%
FAST FASTENAL CO 0.1%
Value ($000) $869 Shares 16,705 Est. Cost $17.25 Unrealized +35.1%
MTUM ISHARES TR 0.1%
Value ($000) $868 Shares 5,006 Est. Cost $160.86 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $868 Shares 6,167 Est. Cost $105.77 Unrealized +18.4%
AFL AFLAC INC 0.1%
Value ($000) $866 Shares 16,135 Est. Cost $43.32 Unrealized +13.2%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $859 Shares 4,480 Est. Cost $128.41 Unrealized +21.9%
EMQQ EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $854 Shares 13,485 Est. Cost $63.92 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $846 Shares 21,516 Est. Cost $38.81 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $844 Shares 12,547 Est. Cost $50.00 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $837 Shares 2,191 Est. Cost $82.65 Unrealized +2.8%
PLD PROLOGIS INC. 0.1%
Value ($000) $829 Shares 6,932 Est. Cost $79.75 Unrealized +28.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $824 Shares 10,127 Est. Cost $55.30 Unrealized +32.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $811 Shares 15,410 Est. Cost $54.73 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $799 Shares 1,824 Est. Cost $372.71 Unrealized +12.8%
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $784 Shares 14,116 Est. Cost $39.96 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $782 Shares 4,194 Est. Cost $97.42 Unrealized +70.9%
FISV FISERV INC 0.1%
Value ($000) $781 Shares 7,306 Est. Cost $106.76 Unrealized +8.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $779 Shares 10,813 Est. Cost $69.89 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $777 Shares 2,127 Est. Cost $208.22 Unrealized +74.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $776 Shares 6,775 Est. Cost $87.90 Unrealized +23.9%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $775 Shares 5,871 Est. Cost $97.58 Unrealized +22.7%
BA BOEING CO 0.1%
Value ($000) $770 Shares 3,213 Est. Cost $165.75 Unrealized +45.9%
GOOG ALPHABET INC 0.1%
Value ($000) $769 Shares 307 Est. Cost $56.65 Unrealized +108.8%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $768 Shares 3,745 Est. Cost $131.16 Unrealized +34.7%
GMAB GENMAB A/S 0.1%
Value ($000) $765 Shares 18,730 Est. Cost $34.41 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $760 Shares 8,568 Est. Cost $82.57 Unrealized +12.7%
ILF ISHARES TR 0.1%
Value ($000) $754 Shares 23,911 Est. Cost $27.60 Unrealized
DE DEERE & CO 0.1%
Value ($000) $753 Shares 2,134 Est. Cost $133.80 Unrealized +156.2%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $752 Shares 483 Est. Cost $1468.10 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $751 Shares 9,642 Est. Cost $43.40 Unrealized +69.6%
XEL XCEL ENERGY INC 0.1%
Value ($000) $751 Shares 11,394 Est. Cost $54.35 Unrealized +10.3%
MHK MOHAWK INDS INC 0.1%
Value ($000) $750 Shares 3,900 Est. Cost $89.92 Unrealized +126.3%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $741 Shares 5,470 Est. Cost $87.38 Unrealized +43.0%
ADSK AUTODESK INC 0.1%
Value ($000) $735 Shares 2,517 Est. Cost $167.71 Unrealized +70.1%
SUB ISHARES TR 0.1%
Value ($000) $721 Shares 6,687 Est. Cost $107.93 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $713 Shares 23,794 Est. Cost $29.53 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $707 Shares 8,000 Est. Cost $65.48 Unrealized +23.3%
XT ISHARES TR 0.1%
Value ($000) $698 Shares 11,036 Est. Cost $45.36 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $697 Shares 3,963 Est. Cost $132.57 Unrealized +32.5%
PRCH PORCH GROUP INC 0.1%
Value ($000) $688 Shares 35,590 Est. Cost $16.49 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $679 Shares 2,444 Est. Cost $197.05 Unrealized +41.8%
HYS PIMCO ETF TR 0.1%
Value ($000) $676 Shares 6,764 Est. Cost $98.23 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $672 Shares 3,734 Est. Cost $149.63 Unrealized +5.2%
IXN ISHARES TR 0.1%
Value ($000) $671 Shares 1,989 Est. Cost $191.00 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $670 Shares 10,226 Est. Cost $66.38 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $655 Shares 2,988 Est. Cost $112.41 Unrealized +71.0%
SAP SAP SE 0.1%
Value ($000) $631 Shares 4,490 Est. Cost $137.33 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $614 Shares 14,881 Est. Cost $24.34 Unrealized +50.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $609 Shares 9,038 Est. Cost $63.67 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $603 Shares 3,153 Est. Cost $188.10 Unrealized 0.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $598 Shares 2,447 Est. Cost $189.15 Unrealized +20.4%
MXI ISHARES TR 0.1%
Value ($000) $576 Shares 6,332 Est. Cost $65.24 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $576 Shares 3,920 Est. Cost $140.10 Unrealized
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $574 Shares 9,685 Est. Cost $28.59 Unrealized +72.5%
ONC BEIGENE LTD 0.0%
Value ($000) $559 Shares 1,629 Est. Cost $302.09 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $552 Shares 12,201 Est. Cost $44.12 Unrealized
TFII TFI INTL INC 0.0%
Value ($000) $536 Shares 5,874 Est. Cost $87.07 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $531 Shares 5,818 Est. Cost $87.25 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $522 Shares 9,000 Est. Cost $57.80 Unrealized +0.9%
LQDH ISHARES U S ETF TR 0.0%
Value ($000) $522 Shares 5,420 Est. Cost $95.47 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $507 Shares 8,126 Est. Cost $59.41 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $502 Shares 6,093 Est. Cost $62.28 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $496 Shares 5,427 Est. Cost $46.92 Unrealized 0.0%
IYT ISHARES TR 0.0%
Value ($000) $479 Shares 1,841 Est. Cost $67.80 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $467 Shares 75,131 Est. Cost $5.12 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $453 Shares 5,430 Est. Cost $62.84 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $443 Shares 16,609 Est. Cost $23.84 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $439 Shares 3,684 Est. Cost $88.45 Unrealized +17.0%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $432 Shares 11,914 Est. Cost $37.54 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $427 Shares 3,376 Est. Cost $74.08 Unrealized +50.7%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $424 Shares 4,015 Est. Cost $96.36 Unrealized +4.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $420 Shares 3,760 Est. Cost $94.02 Unrealized +8.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $419 Shares 1 Est. Cost $283653.44 Unrealized +48.2%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $411 Shares 4,231 Est. Cost $43.50 Unrealized +75.3%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $409 Shares 6,306 Est. Cost $79.84 Unrealized -29.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $408 Shares 2,970 Est. Cost $133.07 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $405 Shares 725 Est. Cost $463.94 Unrealized +8.6%
DEO DIAGEO PLC 0.0%
Value ($000) $403 Shares 2,101 Est. Cost $141.38 Unrealized
KRO KRONOS WORLDWIDE INC 0.0%
Value ($000) $402 Shares 28,058 Est. Cost $8.97 Unrealized +40.6%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $390 Shares 1,729 Est. Cost $225.56 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $383 Shares 9,500 Est. Cost $23.61 Unrealized +58.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $381 Shares 805 Est. Cost $341.59 Unrealized +17.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $366 Shares 968 Est. Cost $329.32 Unrealized +2.8%
TSLA TESLA INC 0.0%
Value ($000) $366 Shares 538 Est. Cost $217.09 Unrealized 0.0%
SHM SPDR SER TR 0.0%
Value ($000) $362 Shares 7,312 Est. Cost $49.78 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $355 Shares 7,149 Est. Cost $49.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $349 Shares 2,384 Est. Cost $100.00 Unrealized +13.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $347 Shares 5,721 Est. Cost $41.60 Unrealized +23.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $326 Shares 1,136 Est. Cost $265.57 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $325 Shares 1,619 Est. Cost $136.33 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $317 Shares 1,870 Est. Cost $94.74 Unrealized +65.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $315 Shares 1,327 Est. Cost $200.49 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $311 Shares 10,651 Est. Cost $21.51 Unrealized -5.8%
HDB HDFC BANK LTD 0.0%
Value ($000) $305 Shares 4,178 Est. Cost $73.45 Unrealized
NTES NETEASE INC 0.0%
Value ($000) $305 Shares 2,646 Est. Cost $115.27 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $302 Shares 767 Est. Cost $283.49 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $300 Shares 3,703 Est. Cost $81.02 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $280 Shares 5,155 Est. Cost $54.32 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $276 Shares 2,401 Est. Cost $90.40 Unrealized +19.6%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $270 Shares 3,584 Est. Cost $52.91 Unrealized
VALE VALE S A 0.0%
Value ($000) $270 Shares 11,826 Est. Cost $22.83 Unrealized
T AT&T INC 0.0%
Value ($000) $264 Shares 9,189 Est. Cost $17.57 Unrealized -3.3%
HCM HUTCHMED CHINA LTD 0.0%
Value ($000) $260 Shares 6,626 Est. Cost $39.24 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $251 Shares 1,739 Est. Cost $128.60 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $250 Shares 1,031 Est. Cost $171.52 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $249 Shares 7,776 Est. Cost $16.89 Unrealized +64.4%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $249 Shares 685 Est. Cost $274.97 Unrealized +26.4%
SDY SPDR SER TR 0.0%
Value ($000) $245 Shares 2,000 Est. Cost $106.00 Unrealized
ONLN PROSHARES TR 0.0%
Value ($000) $242 Shares 2,996 Est. Cost $80.77 Unrealized
IXJ ISHARES TR 0.0%
Value ($000) $240 Shares 2,888 Est. Cost $61.28 Unrealized
CERNER CORP 0.0%
Value ($000) $240 Shares 3,068 Est. Cost $71.98 Unrealized
SCL STEPAN CO 0.0%
Value ($000) $229 Shares 1,900 Est. Cost $130.91 Unrealized 0.0%
IDRV ISHARES TR 0.0%
Value ($000) $229 Shares 4,605 Est. Cost $49.73 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $228 Shares 782 Est. Cost $263.52 Unrealized 0.0%
IPI INTREPID POTASH INC 0.0%
Value ($000) $221 Shares 6,951 Est. Cost $29.55 Unrealized -0.2%
SEIC SEI INVTS CO 0.0%
Value ($000) $215 Shares 3,475 Est. Cost $49.13 Unrealized +18.9%
CANOPY GROWTH CORP 0.0%
Value ($000) $214 Shares 8,870 Est. Cost $22.92 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $213 Shares 9,059 Est. Cost $23.51 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $213 Shares 16,155 Est. Cost $12.26 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $209 Shares 877 Est. Cost $197.84 Unrealized +21.6%
AOR ISHARES TR 0.0%
Value ($000) $206 Shares 3,678 Est. Cost $48.51 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $204 Shares 8,438 Est. Cost $24.18 Unrealized
ATLASSIAN CORP PLC 0.0%
Value ($000) $203 Shares 791 Est. Cost $256.64 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $202 Shares 5,600 Est. Cost $29.15 Unrealized 0.0%
IDNA ISHARES TR 0.0%
Value ($000) $202 Shares 3,874 Est. Cost $52.14 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $202 Shares 220 Est. Cost $226.39 Unrealized +23.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $182 Shares 10,008 Est. Cost $13.72 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $163 Shares 1,210 Est. Cost $130.42 Unrealized
BANF BANCFIRST CORP 0.0%
Value ($000) $144 Shares 2,300 Est. Cost $63.23 Unrealized 0.0%
NL NL INDS INC 0.0%
Value ($000) $111 Shares 17,150 Est. Cost $2.62 Unrealized +100.3%
TFF PHARMACEUTICALS INC 0.0%
Value ($000) $80 Shares 8,273 Est. Cost $9.67 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $48 Shares 274 Est. Cost $176.89 Unrealized -2.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $21 Shares 319 Est. Cost $55.86 Unrealized 0.0%
TBF PROSHARES TR 0.0%
Value ($000) $11 Shares 658 Est. Cost $16.72 Unrealized
PROSHARES TR II 0.0%
Value ($000) $10 Shares 350 Est. Cost $28.57 Unrealized
UDOW PROSHARES TR 0.0%
Value ($000) $9 Shares 120 Est. Cost $75.00 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $6 Shares 77 Est. Cost $77.92 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.61 Unrealized 0.0%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $5 Shares 307 Est. Cost $13.25 Unrealized 0.0%