Stiles Financial Services Inc Diversified Active

CIK: 0001904832 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 28, 2025

Total Value ($000): $276,251 (100.0% shares, 0.0% debt)

Holdings (183)

NVDA NVIDIA CORPORATION 7.3%
Value ($000) $20,298 Shares 151,149 Est. Cost $93.20 Unrealized +47.8%
AAPL APPLE INC 4.0%
Value ($000) $11,141 Shares 44,481 Est. Cost $154.71 Unrealized +51.6%
AMZN AMAZON COM INC 3.1%
Value ($000) $8,526 Shares 38,863 Est. Cost $127.73 Unrealized +60.2%
COST COSTCO WHSL CORP NEW 2.8%
Value ($000) $7,703 Shares 8,398 Est. Cost $493.78 Unrealized +86.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $6,799 Shares 14,997 Est. Cost $294.31 Unrealized +56.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $6,697 Shares 15,875 Est. Cost $320.18 Unrealized +31.9%
BIL SPDR SER TR 2.0%
Value ($000) $5,503 Shares 60,187 Est. Cost $91.81 Unrealized
GOOGL ALPHABET INC 1.9%
Value ($000) $5,148 Shares 27,183 Est. Cost $112.13 Unrealized +55.3%
QCOM QUALCOMM INC 1.5%
Value ($000) $4,184 Shares 27,231 Est. Cost $130.44 Unrealized +22.3%
FAST FASTENAL CO 1.4%
Value ($000) $3,814 Shares 53,044 Est. Cost $27.82 Unrealized +37.1%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $3,796 Shares 22,639 Est. Cost $135.50 Unrealized +22.3%
NVO NOVO-NORDISK A S 1.4%
Value ($000) $3,741 Shares 43,482 Est. Cost $102.10 Unrealized
V VISA INC 1.3%
Value ($000) $3,679 Shares 11,639 Est. Cost $207.68 Unrealized +43.6%
GOOG ALPHABET INC 1.3%
Value ($000) $3,619 Shares 18,995 Est. Cost $98.26 Unrealized +78.8%
HD HOME DEPOT INC 1.3%
Value ($000) $3,481 Shares 8,946 Est. Cost $333.31 Unrealized +19.2%
TGT TARGET CORP 1.3%
Value ($000) $3,472 Shares 25,685 Est. Cost $189.33 Unrealized -27.8%
ASML ASML HOLDING N V 1.3%
Value ($000) $3,463 Shares 4,988 Est. Cost $702.78 Unrealized
XEL XCEL ENERGY INC 1.2%
Value ($000) $3,452 Shares 51,124 Est. Cost $56.83 Unrealized +13.4%
LRCX LAM RESEARCH CORP 1.2%
Value ($000) $3,436 Shares 47,570 Est. Cost $74.98 Unrealized 0.0%
BKLC BNY MELLON ETF TRUST 1.2%
Value ($000) $3,401 Shares 30,354 Est. Cost $112.06 Unrealized
CME CME GROUP INC 1.2%
Value ($000) $3,401 Shares 14,638 Est. Cost $187.31 Unrealized +17.3%
TJX TJX COS INC NEW 1.2%
Value ($000) $3,328 Shares 27,551 Est. Cost $71.66 Unrealized +64.3%
TXN TEXAS INSTRS INC 1.2%
Value ($000) $3,266 Shares 17,411 Est. Cost $162.64 Unrealized +18.8%
AMD ADVANCED MICRO DEVICES INC 1.1%
Value ($000) $2,960 Shares 24,506 Est. Cost $132.32 Unrealized +8.7%
RTX RTX CORPORATION 1.1%
Value ($000) $2,950 Shares 25,493 Est. Cost $79.86 Unrealized +48.1%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $2,936 Shares 8,345 Est. Cost $333.76 Unrealized +6.3%
ABT ABBOTT LABS 1.1%
Value ($000) $2,925 Shares 25,863 Est. Cost $113.75 Unrealized -0.4%
PSA PUBLIC STORAGE OPER CO 1.1%
Value ($000) $2,919 Shares 9,749 Est. Cost $265.95 Unrealized +18.8%
REGN REGENERON PHARMACEUTICALS 1.0%
Value ($000) $2,774 Shares 3,896 Est. Cost $794.45 Unrealized +5.1%
AVGO BROADCOM INC 1.0%
Value ($000) $2,746 Shares 11,846 Est. Cost $148.91 Unrealized +22.8%
FDS FACTSET RESH SYS INC 1.0%
Value ($000) $2,660 Shares 5,537 Est. Cost $430.65 Unrealized +8.9%
WSM WILLIAMS SONOMA INC 0.9%
Value ($000) $2,566 Shares 13,850 Est. Cost $108.88 Unrealized +43.4%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $2,553 Shares 35,611 Est. Cost $74.55 Unrealized +0.6%
OMC OMNICOM GROUP INC 0.9%
Value ($000) $2,550 Shares 29,648 Est. Cost $68.58 Unrealized +38.3%
ISRG INTUITIVE SURGICAL INC 0.9%
Value ($000) $2,482 Shares 4,755 Est. Cost $344.31 Unrealized +51.3%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $2,434 Shares 22,592 Est. Cost $87.51 Unrealized +24.3%
STLD STEEL DYNAMICS INC 0.9%
Value ($000) $2,417 Shares 21,182 Est. Cost $101.50 Unrealized +28.5%
CSCO CISCO SYS INC 0.9%
Value ($000) $2,405 Shares 40,619 Est. Cost $47.58 Unrealized +16.4%
DLR DIGITAL RLTY TR INC 0.9%
Value ($000) $2,365 Shares 13,331 Est. Cost $129.64 Unrealized +32.1%
BX BLACKSTONE INC 0.9%
Value ($000) $2,359 Shares 13,681 Est. Cost $82.07 Unrealized +105.7%
GNRC GENERAC HLDGS INC 0.8%
Value ($000) $2,237 Shares 14,428 Est. Cost $144.30 Unrealized +19.7%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $2,231 Shares 9,303 Est. Cost $148.08 Unrealized +54.0%
LLY ELI LILLY & CO 0.8%
Value ($000) $2,114 Shares 2,736 Est. Cost $259.04 Unrealized +217.0%
ADBE ADOBE INC 0.8%
Value ($000) $2,096 Shares 4,715 Est. Cost $558.68 Unrealized -11.4%
INTU INTUIT 0.7%
Value ($000) $2,059 Shares 3,274 Est. Cost $595.50 Unrealized +6.6%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $2,057 Shares 11,207 Est. Cost $223.01 Unrealized -11.1%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,017 Shares 4,147 Est. Cost $407.29 Unrealized +29.4%
VLO VALERO ENERGY CORP 0.7%
Value ($000) $1,903 Shares 15,520 Est. Cost $128.89 Unrealized +0.2%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $1,897 Shares 5,574 Est. Cost $292.16 Unrealized +26.5%
CMI CUMMINS INC 0.7%
Value ($000) $1,850 Shares 5,310 Est. Cost $218.93 Unrealized +56.9%
SNPS SYNOPSYS INC 0.7%
Value ($000) $1,820 Shares 3,750 Est. Cost $344.00 Unrealized +52.0%
DVN DEVON ENERGY CORP NEW 0.7%
Value ($000) $1,801 Shares 55,013 Est. Cost $43.25 Unrealized -15.7%
PEP PEPSICO INC 0.6%
Value ($000) $1,761 Shares 11,583 Est. Cost $157.01 Unrealized -0.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,744 Shares 16,210 Est. Cost $97.08 Unrealized +15.7%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,723 Shares 3,406 Est. Cost $428.45 Unrealized +29.0%
SONY SONY GROUP CORP 0.6%
Value ($000) $1,697 Shares 80,206 Est. Cost $39.86 Unrealized
GGG GRACO INC 0.6%
Value ($000) $1,557 Shares 18,479 Est. Cost $76.23 Unrealized +11.8%
MKTX MARKETAXESS HLDGS INC 0.6%
Value ($000) $1,522 Shares 6,724 Est. Cost $225.93 Unrealized +14.0%
KO COCA COLA CO 0.5%
Value ($000) $1,515 Shares 24,328 Est. Cost $50.02 Unrealized +26.1%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,511 Shares 11,985 Est. Cost $151.14 Unrealized -19.1%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,428 Shares 25,248 Est. Cost $48.41 Unrealized +8.6%
USB US BANCORP DEL 0.5%
Value ($000) $1,398 Shares 29,238 Est. Cost $48.26 Unrealized -3.4%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,393 Shares 2,723 Est. Cost $386.34 Unrealized
NTRS NORTHERN TR CORP 0.5%
Value ($000) $1,389 Shares 13,549 Est. Cost $80.11 Unrealized +23.6%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $1,368 Shares 6,778 Est. Cost $150.84 Unrealized +40.0%
MRK MERCK & CO INC 0.5%
Value ($000) $1,316 Shares 13,232 Est. Cost $81.93 Unrealized +20.5%
PKG PACKAGING CORP AMER 0.5%
Value ($000) $1,249 Shares 5,547 Est. Cost $132.09 Unrealized +70.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,246 Shares 4,299 Est. Cost $231.12 Unrealized +25.6%
KLAC KLA CORP 0.4%
Value ($000) $1,214 Shares 1,929 Est. Cost $388.01 Unrealized +72.4%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,201 Shares 2,280 Est. Cost $339.52 Unrealized +51.6%
TSLA TESLA INC 0.4%
Value ($000) $1,168 Shares 2,891 Est. Cost $292.87 Unrealized +9.9%
LULU LULULEMON ATHLETICA INC 0.4%
Value ($000) $1,159 Shares 3,031 Est. Cost $334.48 Unrealized -2.4%
GLW CORNING INC 0.4%
Value ($000) $1,088 Shares 22,888 Est. Cost $33.34 Unrealized +39.0%
GIS GENERAL MLS INC 0.4%
Value ($000) $1,084 Shares 16,995 Est. Cost $58.06 Unrealized +10.4%
LEN LENNAR CORP 0.4%
Value ($000) $1,070 Shares 7,847 Est. Cost $137.36 Unrealized +16.3%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,059 Shares 3,616 Est. Cost $214.84 Unrealized +34.0%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $1,050 Shares 47,957 Est. Cost $16.85 Unrealized +15.0%
SO SOUTHERN CO 0.4%
Value ($000) $1,045 Shares 12,698 Est. Cost $65.36 Unrealized +29.3%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,045 Shares 2,880 Est. Cost $202.57 Unrealized +88.4%
CEG CONSTELLATION ENERGY CORP 0.4%
Value ($000) $1,019 Shares 4,556 Est. Cost $247.76 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $998 Shares 6,133 Est. Cost $193.18 Unrealized -7.2%
WELL WELLTOWER INC 0.3%
Value ($000) $959 Shares 7,607 Est. Cost $75.00 Unrealized +71.6%
SNA SNAP ON INC 0.3%
Value ($000) $902 Shares 2,657 Est. Cost $197.05 Unrealized +66.2%
CB CHUBB LIMITED 0.3%
Value ($000) $875 Shares 3,165 Est. Cost $238.36 Unrealized +18.0%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $855 Shares 2,845 Est. Cost $200.38 Unrealized +45.1%
ALB ALBEMARLE CORP 0.3%
Value ($000) $850 Shares 9,877 Est. Cost $185.53 Unrealized -47.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $837 Shares 22,301 Est. Cost $39.06 Unrealized +2.4%
NFLX NETFLIX INC 0.3%
Value ($000) $774 Shares 868 Est. Cost $70.11 Unrealized +17.4%
ABBV ABBVIE INC 0.3%
Value ($000) $742 Shares 4,176 Est. Cost $115.79 Unrealized +53.2%
ENPH ENPHASE ENERGY INC 0.3%
Value ($000) $737 Shares 10,735 Est. Cost $182.58 Unrealized -56.5%
MPWR MONOLITHIC PWR SYS INC 0.3%
Value ($000) $728 Shares 1,231 Est. Cost $716.72 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.3%
Value ($000) $701 Shares 2,513 Est. Cost $158.01 Unrealized +71.9%
IVV ISHARES TR 0.2%
Value ($000) $688 Shares 1,168 Est. Cost $547.14 Unrealized
SMOT VANECK ETF TRUST 0.2%
Value ($000) $678 Shares 19,679 Est. Cost $33.91 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $675 Shares 5,740 Est. Cost $87.59 Unrealized +41.3%
DE DEERE & CO 0.2%
Value ($000) $669 Shares 1,579 Est. Cost $332.32 Unrealized +24.6%
UNP UNION PAC CORP 0.2%
Value ($000) $664 Shares 2,915 Est. Cost $219.22 Unrealized +5.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $652 Shares 4,501 Est. Cost $100.74 Unrealized +44.4%
NOW SERVICENOW INC 0.2%
Value ($000) $652 Shares 615 Est. Cost $132.34 Unrealized +53.1%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $643 Shares 2,252 Est. Cost $303.29 Unrealized -9.0%
BAX BAXTER INTL INC 0.2%
Value ($000) $635 Shares 21,782 Est. Cost $35.54 Unrealized -7.3%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $629 Shares 7,473 Est. Cost $72.87 Unrealized +39.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $627 Shares 2,602 Est. Cost $146.13 Unrealized +67.6%
CG CARLYLE GROUP INC 0.2%
Value ($000) $610 Shares 12,081 Est. Cost $26.23 Unrealized +86.4%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $607 Shares 8,175 Est. Cost $82.15 Unrealized -7.9%
EQIX EQUINIX INC 0.2%
Value ($000) $604 Shares 642 Est. Cost $762.51 Unrealized +17.7%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $601 Shares 3,428 Est. Cost $156.12 Unrealized +12.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $600 Shares 9,950 Est. Cost $55.63 Unrealized +8.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $578 Shares 3,876 Est. Cost $137.71 Unrealized +13.5%
AZO AUTOZONE INC 0.2%
Value ($000) $570 Shares 178 Est. Cost $1974.13 Unrealized +60.4%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $565 Shares 6,330 Est. Cost $42.04 Unrealized +109.4%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $542 Shares 7,143 Est. Cost $57.57 Unrealized +21.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $533 Shares 5,376 Est. Cost $78.42 Unrealized +30.5%
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $519 Shares 14,473 Est. Cost $34.57 Unrealized
NKE NIKE INC 0.2%
Value ($000) $518 Shares 6,848 Est. Cost $146.69 Unrealized -47.9%
NUE NUCOR CORP 0.2%
Value ($000) $511 Shares 4,376 Est. Cost $159.98 Unrealized -11.9%
CPRT COPART INC 0.2%
Value ($000) $491 Shares 8,552 Est. Cost $38.31 Unrealized +48.7%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $490 Shares 1,693 Est. Cost $267.51 Unrealized
HRL HORMEL FOODS CORP 0.2%
Value ($000) $478 Shares 15,236 Est. Cost $38.26 Unrealized -21.5%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $476 Shares 883 Est. Cost $381.75 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $471 Shares 1,306 Est. Cost $249.23 Unrealized +47.0%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $460 Shares 388 Est. Cost $43.51 Unrealized +85.3%
ADSK AUTODESK INC 0.2%
Value ($000) $454 Shares 1,537 Est. Cost $230.69 Unrealized +28.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $446 Shares 949 Est. Cost $386.21 Unrealized +27.6%
URI UNITED RENTALS INC 0.2%
Value ($000) $440 Shares 624 Est. Cost $743.04 Unrealized +8.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $440 Shares 4,823 Est. Cost $100.55 Unrealized -6.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $415 Shares 5,904 Est. Cost $37.82 Unrealized +76.3%
NRG NRG ENERGY INC 0.1%
Value ($000) $401 Shares 4,441 Est. Cost $36.39 Unrealized +150.7%
MMM 3M CO 0.1%
Value ($000) $396 Shares 3,065 Est. Cost $94.27 Unrealized +36.2%
DVY ISHARES TR 0.1%
Value ($000) $388 Shares 2,958 Est. Cost $90.71 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.1%
Value ($000) $383 Shares 31,677 Est. Cost $13.13 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $376 Shares 4,060 Est. Cost $54.57 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $359 Shares 2,487 Est. Cost $146.07 Unrealized +2.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $354 Shares 2,860 Est. Cost $86.11 Unrealized +38.2%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $346 Shares 11,350 Est. Cost $36.35 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $336 Shares 3,305 Est. Cost $63.90 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $327 Shares 2,008 Est. Cost $159.97 Unrealized +10.2%
SPYG SPDR SER TR 0.1%
Value ($000) $326 Shares 3,704 Est. Cost $63.44 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $325 Shares 2,854 Est. Cost $67.10 Unrealized +81.9%
AFL AFLAC INC 0.1%
Value ($000) $322 Shares 3,113 Est. Cost $62.49 Unrealized +70.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $321 Shares 1,421 Est. Cost $183.00 Unrealized +11.3%
NVS NOVARTIS AG 0.1%
Value ($000) $316 Shares 3,249 Est. Cost $88.65 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $308 Shares 1,246 Est. Cost $218.55 Unrealized +19.7%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $308 Shares 1,745 Est. Cost $159.75 Unrealized +24.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $307 Shares 4,060 Est. Cost $30.69 Unrealized +89.8%
IJR ISHARES TR 0.1%
Value ($000) $303 Shares 2,627 Est. Cost $96.71 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $299 Shares 3,739 Est. Cost $98.89 Unrealized -15.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $293 Shares 1,377 Est. Cost $165.02 Unrealized +31.4%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $291 Shares 3,370 Est. Cost $84.35 Unrealized +16.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $290 Shares 1,367 Est. Cost $159.90 Unrealized +36.2%
SYY SYSCO CORP 0.1%
Value ($000) $286 Shares 3,737 Est. Cost $68.94 Unrealized +7.2%
WAT WATERS CORP 0.1%
Value ($000) $283 Shares 763 Est. Cost $347.45 Unrealized +5.3%
IWP ISHARES TR 0.1%
Value ($000) $279 Shares 2,200 Est. Cost $91.06 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $279 Shares 833 Est. Cost $271.58 Unrealized +16.6%
HSY HERSHEY CO 0.1%
Value ($000) $273 Shares 1,614 Est. Cost $182.08 Unrealized -5.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $271 Shares 1,285 Est. Cost $205.35 Unrealized +14.2%
PWR QUANTA SVCS INC 0.1%
Value ($000) $269 Shares 850 Est. Cost $220.68 Unrealized +45.6%
LIN LINDE PLC 0.1%
Value ($000) $264 Shares 630 Est. Cost $336.41 Unrealized +33.4%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $261 Shares 2,832 Est. Cost $73.93 Unrealized +25.9%
O REALTY INCOME CORP 0.1%
Value ($000) $253 Shares 4,734 Est. Cost $55.39 Unrealized -1.6%
RY ROYAL BK CDA 0.1%
Value ($000) $251 Shares 2,085 Est. Cost $106.36 Unrealized +16.1%
NI NISOURCE INC 0.1%
Value ($000) $246 Shares 6,703 Est. Cost $30.72 Unrealized +13.4%
SPYV SPDR SER TR 0.1%
Value ($000) $244 Shares 4,774 Est. Cost $42.23 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $240 Shares 807 Est. Cost $245.13 Unrealized +15.7%
DCI DONALDSON INC 0.1%
Value ($000) $239 Shares 3,556 Est. Cost $54.79 Unrealized +31.8%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $239 Shares 3,133 Est. Cost $80.11 Unrealized -5.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $236 Shares 2,233 Est. Cost $100.19 Unrealized +10.0%
CCI CROWN CASTLE INC 0.1%
Value ($000) $231 Shares 2,543 Est. Cost $98.11 Unrealized 0.0%
IRM IRON MTN INC DEL 0.1%
Value ($000) $224 Shares 2,127 Est. Cost $102.07 Unrealized +10.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $224 Shares 7,128 Est. Cost $25.93 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $222 Shares 2,486 Est. Cost $81.67 Unrealized +16.1%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $222 Shares 1,481 Est. Cost $135.47 Unrealized +14.7%
CMS CMS ENERGY CORP 0.1%
Value ($000) $220 Shares 3,296 Est. Cost $63.02 Unrealized +5.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $217 Shares 1,101 Est. Cost $197.53 Unrealized
PPL PPL CORP 0.1%
Value ($000) $209 Shares 6,437 Est. Cost $29.23 Unrealized +8.5%
ALLETE INC 0.1%
Value ($000) $208 Shares 3,210 Est. Cost $64.19 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $206 Shares 474 Est. Cost $387.42 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $206 Shares 3,816 Est. Cost $51.16 Unrealized +5.6%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $205 Shares 10,121 Est. Cost $27.38 Unrealized -26.4%
ARCADIUM LITHIUM PLC 0.1%
Value ($000) $186 Shares 36,264 Est. Cost $4.31 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.1%
Value ($000) $173 Shares 17,180 Est. Cost $7.84 Unrealized
MFA MFA FINL INC 0.0%
Value ($000) $104 Shares 10,245 Est. Cost $10.65 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $65 Shares 14,241 Est. Cost $3.69 Unrealized