Whalen Wealth Management Inc. Quant / Systematic

CIK: 0001894447 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 4, 2025

Total Value ($000): $159,350 (100.0% shares, 0.0% debt)

Holdings (198)

SHV ISHARES TR 7.2%
Value ($000) $11,461 Shares 103,793 Est. Cost $110.16 Unrealized
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $4,792 Shares 30,328 Est. Cost $101.01 Unrealized +24.6%
SLQD ISHARES TR 2.9%
Value ($000) $4,592 Shares 90,771 Est. Cost $49.59 Unrealized
JSI JANUS DETROIT STR TR 2.8%
Value ($000) $4,521 Shares 85,912 Est. Cost $52.45 Unrealized
JAAA JANUS DETROIT STR TR 2.8%
Value ($000) $4,479 Shares 88,249 Est. Cost $50.64 Unrealized
IBTJ ISHARES TR 2.3%
Value ($000) $3,672 Shares 167,517 Est. Cost $21.38 Unrealized
META META PLATFORMS INC 2.0%
Value ($000) $3,157 Shares 4,277 Est. Cost $338.10 Unrealized +82.4%
IEI ISHARES TR 1.8%
Value ($000) $2,887 Shares 24,241 Est. Cost $117.89 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $2,421 Shares 42,577 Est. Cost $57.81 Unrealized
GPIX GOLDMAN SACHS ETF TR 1.5%
Value ($000) $2,374 Shares 47,654 Est. Cost $49.82 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $2,311 Shares 10,536 Est. Cost $151.36 Unrealized +30.7%
VWOB VANGUARD WHITEHALL FDS 1.4%
Value ($000) $2,292 Shares 35,080 Est. Cost $64.52 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $2,259 Shares 44,576 Est. Cost $50.68 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $2,235 Shares 4,494 Est. Cost $398.83 Unrealized +8.4%
INDA ISHARES TR 1.0%
Value ($000) $1,654 Shares 29,708 Est. Cost $55.68 Unrealized
CRH CRH PLC 1.0%
Value ($000) $1,632 Shares 17,783 Est. Cost $91.00 Unrealized 0.0%
MTUM ISHARES TR 1.0%
Value ($000) $1,626 Shares 6,766 Est. Cost $233.73 Unrealized
V VISA INC 1.0%
Value ($000) $1,599 Shares 4,502 Est. Cost $332.79 Unrealized +4.3%
MOH MOLINA HEALTHCARE INC 1.0%
Value ($000) $1,597 Shares 5,362 Est. Cost $314.03 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $1,539 Shares 2,492 Est. Cost $541.95 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,472 Shares 7,175 Est. Cost $187.96 Unrealized +7.2%
MPWR MONOLITHIC PWR SYS INC 0.9%
Value ($000) $1,470 Shares 2,010 Est. Cost $648.29 Unrealized -2.3%
TIP ISHARES TR 0.9%
Value ($000) $1,435 Shares 13,044 Est. Cost $109.46 Unrealized
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $1,407 Shares 3,618 Est. Cost $411.33 Unrealized -3.6%
TSLA TESLA INC 0.9%
Value ($000) $1,374 Shares 4,325 Est. Cost $245.75 Unrealized +22.6%
WDAY WORKDAY INC 0.8%
Value ($000) $1,306 Shares 5,443 Est. Cost $243.59 Unrealized 0.0%
EPAM EPAM SYS INC 0.8%
Value ($000) $1,301 Shares 7,360 Est. Cost $167.17 Unrealized 0.0%
NFLX NETFLIX INC 0.8%
Value ($000) $1,243 Shares 928 Est. Cost $64.47 Unrealized +75.4%
NOW SERVICENOW INC 0.8%
Value ($000) $1,232 Shares 1,198 Est. Cost $188.66 Unrealized 0.0%
SHYG ISHARES TR 0.8%
Value ($000) $1,203 Shares 27,882 Est. Cost $43.14 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.8%
Value ($000) $1,198 Shares 24,061 Est. Cost $49.81 Unrealized
CNC CENTENE CORP DEL 0.7%
Value ($000) $1,165 Shares 21,460 Est. Cost $60.81 Unrealized -3.6%
CDX SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $1,154 Shares 49,467 Est. Cost $23.32 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $1,153 Shares 52,336 Est. Cost $22.03 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.7%
Value ($000) $1,149 Shares 158,256 Est. Cost $7.26 Unrealized
CF CF INDS HLDGS INC 0.7%
Value ($000) $1,130 Shares 12,286 Est. Cost $82.26 Unrealized +2.1%
MOS MOSAIC CO NEW 0.7%
Value ($000) $1,075 Shares 29,475 Est. Cost $31.40 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $1,069 Shares 1,902 Est. Cost $551.47 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.7%
Value ($000) $1,068 Shares 19,278 Est. Cost $47.28 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.7%
Value ($000) $1,062 Shares 18,920 Est. Cost $50.88 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.7%
Value ($000) $1,048 Shares 4,413 Est. Cost $275.46 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.7%
Value ($000) $1,041 Shares 31,502 Est. Cost $33.02 Unrealized 0.0%
CBRE CBRE GROUP INC 0.7%
Value ($000) $1,039 Shares 7,414 Est. Cost $126.46 Unrealized 0.0%
LEN LENNAR CORP 0.6%
Value ($000) $1,033 Shares 9,338 Est. Cost $107.30 Unrealized 0.0%
GFS GLOBALFOUNDRIES INC 0.6%
Value ($000) $1,027 Shares 26,886 Est. Cost $36.26 Unrealized 0.0%
PHM PULTE GROUP INC 0.6%
Value ($000) $1,027 Shares 9,735 Est. Cost $100.20 Unrealized 0.0%
CME CME GROUP INC 0.6%
Value ($000) $1,026 Shares 3,724 Est. Cost $268.48 Unrealized 0.0%
VXX BARCLAYS BANK PLC 0.6%
Value ($000) $1,025 Shares 21,331 Est. Cost $48.05 Unrealized
DAL DELTA AIR LINES INC DEL 0.6%
Value ($000) $1,022 Shares 20,774 Est. Cost $45.56 Unrealized 0.0%
LKQ LKQ CORP 0.6%
Value ($000) $1,021 Shares 27,574 Est. Cost $38.97 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $1,018 Shares 1,907 Est. Cost $490.23 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.6%
Value ($000) $1,014 Shares 6,011 Est. Cost $161.40 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.6%
Value ($000) $963 Shares 9,410 Est. Cost $86.52 Unrealized 0.0%
GOOG ALPHABET INC 0.6%
Value ($000) $922 Shares 5,197 Est. Cost $154.79 Unrealized +6.5%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $870 Shares 4,250 Est. Cost $175.50 Unrealized +5.8%
AVGO BROADCOM INC 0.5%
Value ($000) $829 Shares 3,006 Est. Cost $188.67 Unrealized +14.4%
USFR WISDOMTREE TR 0.5%
Value ($000) $813 Shares 16,166 Est. Cost $50.31 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $810 Shares 818 Est. Cost $584.71 Unrealized +69.4%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $796 Shares 1,401 Est. Cost $531.06 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.5%
Value ($000) $774 Shares 12,652 Est. Cost $48.18 Unrealized
AMLP ALPS ETF TR 0.4%
Value ($000) $697 Shares 14,268 Est. Cost $48.86 Unrealized
JUNIPER NETWORKS INC 0.4%
Value ($000) $693 Shares 17,356 Est. Cost $39.93 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $677 Shares 3,843 Est. Cost $162.47 Unrealized +0.5%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $647 Shares 2,424 Est. Cost $257.53 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $647 Shares 7,089 Est. Cost $83.15 Unrealized 0.0%
TSN TYSON FOODS INC 0.4%
Value ($000) $646 Shares 11,557 Est. Cost $56.13 Unrealized 0.0%
SNX TD SYNNEX CORPORATION 0.4%
Value ($000) $646 Shares 4,761 Est. Cost $116.29 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.4%
Value ($000) $645 Shares 6,626 Est. Cost $78.86 Unrealized 0.0%
DOX AMDOCS LTD 0.4%
Value ($000) $645 Shares 7,065 Est. Cost $87.73 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP 0.4%
Value ($000) $644 Shares 5,255 Est. Cost $113.68 Unrealized 0.0%
KVUE KENVUE INC 0.4%
Value ($000) $642 Shares 30,678 Est. Cost $22.15 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP 0.4%
Value ($000) $641 Shares 14,250 Est. Cost $49.06 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $639 Shares 4,003 Est. Cost $147.46 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.4%
Value ($000) $632 Shares 4,124 Est. Cost $141.83 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC 0.4%
Value ($000) $628 Shares 17,419 Est. Cost $33.13 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $616 Shares 882 Est. Cost $628.26 Unrealized 0.0%
MLPA GLOBAL X FDS 0.4%
Value ($000) $612 Shares 12,198 Est. Cost $46.45 Unrealized
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $604 Shares 12,902 Est. Cost $45.98 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $589 Shares 1,324 Est. Cost $460.83 Unrealized 0.0%
SGOV ISHARES TR 0.4%
Value ($000) $588 Shares 5,843 Est. Cost $100.49 Unrealized
EWZ ISHARES INC 0.4%
Value ($000) $582 Shares 20,173 Est. Cost $25.85 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $582 Shares 17,215 Est. Cost $38.97 Unrealized -12.9%
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value ($000) $577 Shares 752 Est. Cost $558.87 Unrealized +14.8%
XOVR ENTREPRENEURSHARES SERIES TR 0.4%
Value ($000) $571 Shares 29,936 Est. Cost $19.09 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $564 Shares 23,257 Est. Cost $22.35 Unrealized 0.0%
JBL JABIL INC 0.4%
Value ($000) $560 Shares 2,568 Est. Cost $138.38 Unrealized +17.0%
DASH DOORDASH INC 0.3%
Value ($000) $551 Shares 2,235 Est. Cost $200.58 Unrealized 0.0%
ORCL ORACLE CORP 0.3%
Value ($000) $549 Shares 2,509 Est. Cost $113.66 Unrealized +41.5%
FLOT ISHARES TR 0.3%
Value ($000) $531 Shares 10,407 Est. Cost $51.02 Unrealized
CYBERARK SOFTWARE LTD 0.3%
Value ($000) $527 Shares 1,296 Est. Cost $406.88 Unrealized
CHWY CHEWY INC 0.3%
Value ($000) $524 Shares 12,304 Est. Cost $39.84 Unrealized 0.0%
FLEX FLEX LTD 0.3%
Value ($000) $517 Shares 10,351 Est. Cost $37.86 Unrealized +2.9%
KWEB KRANESHARES TRUST 0.3%
Value ($000) $516 Shares 15,030 Est. Cost $34.91 Unrealized
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $506 Shares 19,936 Est. Cost $24.80 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $503 Shares 954 Est. Cost $496.65 Unrealized 0.0%
DHI D R HORTON INC 0.3%
Value ($000) $484 Shares 3,751 Est. Cost $145.65 Unrealized -16.0%
LNTH LANTHEUS HLDGS INC 0.3%
Value ($000) $481 Shares 5,872 Est. Cost $93.82 Unrealized -6.4%
RIO RIO TINTO PLC 0.3%
Value ($000) $472 Shares 8,091 Est. Cost $58.33 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $469 Shares 3,447 Est. Cost $130.60 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $466 Shares 2,647 Est. Cost $131.69 Unrealized +14.3%
LAD LITHIA MTRS INC 0.3%
Value ($000) $464 Shares 1,373 Est. Cost $342.18 Unrealized -9.6%
CHTR CHARTER COMMUNICATIONS INC N 0.3%
Value ($000) $463 Shares 1,132 Est. Cost $360.61 Unrealized +6.1%
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value ($000) $456 Shares 3,629 Est. Cost $124.31 Unrealized -7.7%
WSM WILLIAMS SONOMA INC 0.3%
Value ($000) $455 Shares 2,783 Est. Cost $164.07 Unrealized -5.1%
OPCH OPTION CARE HEALTH INC 0.3%
Value ($000) $449 Shares 13,831 Est. Cost $26.68 Unrealized +21.1%
MMSI MERIT MED SYS INC 0.3%
Value ($000) $445 Shares 4,755 Est. Cost $99.77 Unrealized -5.0%
GAP GAP INC 0.3%
Value ($000) $442 Shares 20,272 Est. Cost $21.80 Unrealized +0.3%
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $441 Shares 4,277 Est. Cost $110.72 Unrealized 0.0%
PODD INSULET CORP 0.3%
Value ($000) $437 Shares 1,390 Est. Cost $264.81 Unrealized +9.0%
ZM ZOOM COMMUNICATIONS INC 0.3%
Value ($000) $436 Shares 5,594 Est. Cost $78.99 Unrealized -2.1%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $433 Shares 1,389 Est. Cost $509.54 Unrealized -26.4%
C CITIGROUP INC 0.3%
Value ($000) $416 Shares 4,883 Est. Cost $71.20 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $404 Shares 7,082 Est. Cost $50.58 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $398 Shares 3,786 Est. Cost $99.71 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $397 Shares 1,632 Est. Cost $231.60 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $394 Shares 4,970 Est. Cost $78.68 Unrealized -2.7%
UNP UNION PAC CORP 0.2%
Value ($000) $389 Shares 1,691 Est. Cost $235.58 Unrealized -7.3%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $387 Shares 5,637 Est. Cost $31.89 Unrealized -14.4%
LIN LINDE PLC 0.2%
Value ($000) $379 Shares 807 Est. Cost $452.31 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value ($000) $375 Shares 1,343 Est. Cost $277.77 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $373 Shares 920 Est. Cost $417.06 Unrealized 0.0%
IJJ ISHARES TR 0.2%
Value ($000) $372 Shares 3,012 Est. Cost $119.73 Unrealized
APP APPLOVIN CORP 0.2%
Value ($000) $370 Shares 1,056 Est. Cost $301.88 Unrealized +7.4%
SHY ISHARES TR 0.2%
Value ($000) $370 Shares 4,460 Est. Cost $82.86 Unrealized
PAVE GLOBAL X FDS 0.2%
Value ($000) $354 Shares 8,118 Est. Cost $43.58 Unrealized
VMC VULCAN MATLS CO 0.2%
Value ($000) $353 Shares 1,353 Est. Cost $252.23 Unrealized +1.5%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $346 Shares 522 Est. Cost $663.28 Unrealized
IGV ISHARES TR 0.2%
Value ($000) $345 Shares 3,147 Est. Cost $109.50 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $343 Shares 2,647 Est. Cost $122.81 Unrealized -5.9%
DDOG DATADOG INC 0.2%
Value ($000) $341 Shares 2,537 Est. Cost $110.71 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $340 Shares 2,302 Est. Cost $147.52 Unrealized
POWI POWER INTEGRATIONS INC 0.2%
Value ($000) $332 Shares 5,946 Est. Cost $50.63 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $321 Shares 4,790 Est. Cost $51.83 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value ($000) $315 Shares 1,406 Est. Cost $180.80 Unrealized 0.0%
ADSK AUTODESK INC 0.2%
Value ($000) $311 Shares 1,004 Est. Cost $284.41 Unrealized -0.2%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $305 Shares 5,649 Est. Cost $52.33 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.2%
Value ($000) $304 Shares 6,240 Est. Cost $39.85 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $302 Shares 3,443 Est. Cost $87.80 Unrealized
ZS ZSCALER INC 0.2%
Value ($000) $302 Shares 962 Est. Cost $249.30 Unrealized 0.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $294 Shares 758 Est. Cost $330.84 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $294 Shares 2,206 Est. Cost $118.79 Unrealized -4.4%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $294 Shares 6,955 Est. Cost $37.22 Unrealized
INSM INSMED INC 0.2%
Value ($000) $285 Shares 2,832 Est. Cost $76.49 Unrealized -0.0%
TRMB TRIMBLE INC 0.2%
Value ($000) $283 Shares 3,729 Est. Cost $67.18 Unrealized 0.0%
VGLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $277 Shares 4,932 Est. Cost $56.12 Unrealized
EWW ISHARES INC 0.2%
Value ($000) $275 Shares 4,534 Est. Cost $60.56 Unrealized
AMTM AMENTUM HOLDINGS INC 0.2%
Value ($000) $274 Shares 11,616 Est. Cost $20.90 Unrealized 0.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $273 Shares 723 Est. Cost $304.58 Unrealized +5.3%
BDC BELDEN INC 0.2%
Value ($000) $273 Shares 2,356 Est. Cost $105.01 Unrealized 0.0%
SNPS SYNOPSYS INC 0.2%
Value ($000) $271 Shares 529 Est. Cost $465.91 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $271 Shares 5,525 Est. Cost $50.06 Unrealized
ESTC ELASTIC N V 0.2%
Value ($000) $271 Shares 3,208 Est. Cost $84.54 Unrealized 0.0%
TBLL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $268 Shares 2,544 Est. Cost $105.47 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $266 Shares 811 Est. Cost $305.67 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $264 Shares 8,985 Est. Cost $26.76 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION 0.2%
Value ($000) $263 Shares 1,817 Est. Cost $125.42 Unrealized 0.0%
ARKQ ARK ETF TR 0.2%
Value ($000) $262 Shares 2,941 Est. Cost $89.17 Unrealized
BA BOEING CO 0.2%
Value ($000) $262 Shares 1,251 Est. Cost $188.88 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.2%
Value ($000) $259 Shares 18,909 Est. Cost $13.72 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $259 Shares 344 Est. Cost $665.35 Unrealized 0.0%
TWLO TWILIO INC 0.2%
Value ($000) $258 Shares 2,072 Est. Cost $106.33 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value ($000) $258 Shares 3,112 Est. Cost $78.61 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $257 Shares 612 Est. Cost $415.08 Unrealized 0.0%
GTLS CHART INDS INC 0.2%
Value ($000) $257 Shares 1,562 Est. Cost $146.88 Unrealized 0.0%
EVR EVERCORE INC 0.2%
Value ($000) $257 Shares 951 Est. Cost $218.31 Unrealized 0.0%
CTVA CORTEVA INC 0.2%
Value ($000) $256 Shares 3,429 Est. Cost $66.17 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.2%
Value ($000) $255 Shares 5,773 Est. Cost $42.07 Unrealized 0.0%
FLR FLUOR CORP NEW 0.2%
Value ($000) $254 Shares 4,956 Est. Cost $39.88 Unrealized 0.0%
MSCI MSCI INC 0.2%
Value ($000) $254 Shares 440 Est. Cost $549.12 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $252 Shares 7,001 Est. Cost $33.29 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $251 Shares 2,315 Est. Cost $80.54 Unrealized
ACM AECOM 0.2%
Value ($000) $251 Shares 2,224 Est. Cost $103.04 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $250 Shares 1,763 Est. Cost $151.84 Unrealized -13.5%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $250 Shares 1,901 Est. Cost $122.56 Unrealized 0.0%
TRU TRANSUNION 0.2%
Value ($000) $249 Shares 2,830 Est. Cost $83.11 Unrealized 0.0%
NTRA NATERA INC 0.2%
Value ($000) $249 Shares 1,473 Est. Cost $160.74 Unrealized -3.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $248 Shares 1,043 Est. Cost $206.04 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $248 Shares 14,797 Est. Cost $15.37 Unrealized
STAG STAG INDL INC 0.2%
Value ($000) $248 Shares 6,823 Est. Cost $36.12 Unrealized
DY DYCOM INDS INC 0.2%
Value ($000) $247 Shares 1,012 Est. Cost $196.79 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $238 Shares 948 Est. Cost $227.05 Unrealized 0.0%
BTCI NEOS ETF TRUST 0.1%
Value ($000) $236 Shares 3,946 Est. Cost $59.70 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $233 Shares 855 Est. Cost $313.59 Unrealized -15.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $233 Shares 1,709 Est. Cost $117.28 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $231 Shares 297 Est. Cost $583.78 Unrealized +32.5%
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $230 Shares 1,253 Est. Cost $106.76 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $228 Shares 2,486 Est. Cost $81.63 Unrealized +7.8%
AXSM AXSOME THERAPEUTICS INC 0.1%
Value ($000) $226 Shares 2,168 Est. Cost $105.89 Unrealized 0.0%
CCL CARNIVAL CORP 0.1%
Value ($000) $216 Shares 7,689 Est. Cost $21.40 Unrealized 0.0%
STM STMICROELECTRONICS N V 0.1%
Value ($000) $213 Shares 7,007 Est. Cost $30.41 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $212 Shares 484 Est. Cost $438.73 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $202 Shares 2,721 Est. Cost $54.31 Unrealized -1.9%
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $201 Shares 6,666 Est. Cost $26.00 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $200 Shares 3,822 Est. Cost $43.47 Unrealized 0.0%
AMRX AMNEAL PHARMACEUTICALS INC 0.1%
Value ($000) $135 Shares 16,741 Est. Cost $7.54 Unrealized 0.0%
IMNM IMMUNOME INC 0.1%
Value ($000) $128 Shares 13,722 Est. Cost $8.20 Unrealized 0.0%
KALV KALVISTA PHARMACEUTICALS INC 0.1%
Value ($000) $124 Shares 10,938 Est. Cost $12.23 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $24 Shares 11,340 Est. Cost $2.11 Unrealized