Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $746,752 (100.0% shares, 0.0% debt)

Holdings (286)

MSFT MICROSOFT CORP 6.5%
Value ($000) $48,721 Shares 115,804 Est. Cost $87.32 Unrealized +357.2%
AAPL APPLE INC 5.3%
Value ($000) $39,220 Shares 228,717 Est. Cost $87.25 Unrealized +106.6%
VEA VANGUARD 3.7%
Value ($000) $27,431 Shares 546,760 Est. Cost $39.53 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $16,590 Shares 108,960 Est. Cost $108.47 Unrealized +32.1%
ABBV ABBVIE INC 2.2%
Value ($000) $16,151 Shares 88,692 Est. Cost $57.95 Unrealized +179.5%
QCOM QUALCOMM INC 2.1%
Value ($000) $15,633 Shares 92,337 Est. Cost $66.99 Unrealized +121.7%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $14,184 Shares 70,816 Est. Cost $85.37 Unrealized +103.4%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $12,828 Shares 25,930 Est. Cost $240.41 Unrealized +103.4%
HD HOME DEPOT INC 1.7%
Value ($000) $12,518 Shares 32,633 Est. Cost $160.36 Unrealized +117.3%
SPY SPDR S&P 500 (MKT) 1.7%
Value ($000) $12,395 Shares 23,696 Est. Cost $320.68 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $11,328 Shares 75,057 Est. Cost $109.18 Unrealized +30.0%
V VISA INC 1.5%
Value ($000) $11,011 Shares 39,456 Est. Cost $159.88 Unrealized +70.3%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $10,679 Shares 67,506 Est. Cost $105.75 Unrealized +42.1%
ORCL ORACLE CORP 1.4%
Value ($000) $10,163 Shares 80,910 Est. Cost $53.20 Unrealized +111.2%
WMT WALMART INC 1.2%
Value ($000) $9,180 Shares 152,568 Est. Cost $45.82 Unrealized +22.3%
AMZN AMAZON COM INC 1.2%
Value ($000) $9,075 Shares 50,311 Est. Cost $125.06 Unrealized +33.5%
MRK MERCK & CO INC 1.1%
Value ($000) $8,384 Shares 63,541 Est. Cost $63.39 Unrealized +82.6%
VWO VANGUARD 1.1%
Value ($000) $8,132 Shares 194,684 Est. Cost $40.10 Unrealized
DHR DANAHER CORP 1.0%
Value ($000) $7,679 Shares 30,750 Est. Cost $95.33 Unrealized +153.3%
ACN ACCENTURE PLC A 1.0%
Value ($000) $7,439 Shares 21,461 Est. Cost $166.00 Unrealized +113.7%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $7,112 Shares 28,477 Est. Cost $128.20 Unrealized +82.7%
SBUX STARBUCKS CORP 0.9%
Value ($000) $7,060 Shares 77,247 Est. Cost $63.70 Unrealized +39.1%
FISV FISERV INC 0.9%
Value ($000) $7,005 Shares 43,832 Est. Cost $100.60 Unrealized +44.8%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $6,964 Shares 30,584 Est. Cost $92.42 Unrealized +119.5%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $6,843 Shares 42,175 Est. Cost $84.72 Unrealized +76.9%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $6,842 Shares 16,271 Est. Cost $204.25 Unrealized +92.6%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,805 Shares 58,540 Est. Cost $60.18 Unrealized +63.0%
ABT ABBOTT LABS 0.9%
Value ($000) $6,775 Shares 59,609 Est. Cost $67.16 Unrealized +64.9%
META META PLATFORMS INC CL A 0.9%
Value ($000) $6,589 Shares 13,570 Est. Cost $231.95 Unrealized +91.1%
IVV ISHARES 0.8%
Value ($000) $5,946 Shares 11,310 Est. Cost $294.11 Unrealized
MS MORGAN STANLEY 0.8%
Value ($000) $5,873 Shares 62,374 Est. Cost $49.94 Unrealized +66.6%
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $5,851 Shares 21,804 Est. Cost $111.77 Unrealized +121.6%
OKE ONEOK INC 0.8%
Value ($000) $5,608 Shares 69,949 Est. Cost $46.38 Unrealized +43.9%
INTC INTEL CORP 0.7%
Value ($000) $5,561 Shares 125,891 Est. Cost $43.00 Unrealized +2.4%
SCZ ISHARES 0.7%
Value ($000) $5,491 Shares 86,703 Est. Cost $54.41 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $5,364 Shares 107,468 Est. Cost $38.25 Unrealized +23.4%
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $5,347 Shares 27,059 Est. Cost $180.17 Unrealized +3.3%
CMCSA COMCAST CORP 0.7%
Value ($000) $5,322 Shares 122,761 Est. Cost $39.71 Unrealized +2.3%
CVX CHEVRON CORP 0.7%
Value ($000) $5,191 Shares 32,909 Est. Cost $102.18 Unrealized +36.0%
PAYC PAYCOM SOFTWARE INC 0.7%
Value ($000) $5,125 Shares 25,751 Est. Cost $50.84 Unrealized +270.8%
GPC GENUINE PARTS CO 0.7%
Value ($000) $5,107 Shares 32,962 Est. Cost $103.47 Unrealized +32.9%
PSX PHILLIPS 66 0.7%
Value ($000) $4,953 Shares 30,324 Est. Cost $67.53 Unrealized +99.9%
RSP INVESCO 0.6%
Value ($000) $4,851 Shares 28,640 Est. Cost $133.35 Unrealized
TIP ISHARES 0.6%
Value ($000) $4,762 Shares 44,335 Est. Cost $115.98 Unrealized
DE DEERE & CO 0.6%
Value ($000) $4,684 Shares 11,403 Est. Cost $310.05 Unrealized +20.2%
VOO VANGUARD 0.6%
Value ($000) $4,505 Shares 9,372 Est. Cost $346.11 Unrealized
JEPI JPMORGAN 0.6%
Value ($000) $4,444 Shares 76,802 Est. Cost $54.28 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $4,307 Shares 31,343 Est. Cost $63.26 Unrealized +105.2%
CAT CATERPILLAR INC 0.5%
Value ($000) $4,030 Shares 10,999 Est. Cost $110.78 Unrealized +180.8%
VTIP VANGUARD 0.5%
Value ($000) $4,015 Shares 83,838 Est. Cost $51.77 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $3,962 Shares 32,383 Est. Cost $111.31 Unrealized -8.0%
SPDW SPDR 0.5%
Value ($000) $3,943 Shares 110,003 Est. Cost $28.84 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $3,939 Shares 11,340 Est. Cost $213.89 Unrealized +46.6%
VIG VANGUARD 0.5%
Value ($000) $3,909 Shares 21,408 Est. Cost $107.47 Unrealized
BLACKROCK INC 0.5%
Value ($000) $3,897 Shares 4,674 Est. Cost $599.11 Unrealized
TGT TARGET CORP 0.5%
Value ($000) $3,895 Shares 21,980 Est. Cost $106.99 Unrealized +32.7%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $3,798 Shares 15,445 Est. Cost $163.95 Unrealized +43.7%
MCD MCDONALD'S CORP 0.5%
Value ($000) $3,757 Shares 13,325 Est. Cost $131.07 Unrealized +112.1%
PEP PEPSICO INC 0.5%
Value ($000) $3,698 Shares 21,128 Est. Cost $106.54 Unrealized +47.6%
HPE HEWLETT PACKARD ENTERPRISE CO 0.5%
Value ($000) $3,572 Shares 201,487 Est. Cost $14.08 Unrealized +9.5%
USB US BANCORP 0.5%
Value ($000) $3,570 Shares 79,864 Est. Cost $37.63 Unrealized +2.7%
NVDA NVIDIA CORP 0.5%
Value ($000) $3,540 Shares 3,918 Est. Cost $24.36 Unrealized +197.3%
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $3,427 Shares 23,059 Est. Cost $103.24 Unrealized +32.1%
IVW ISHARES 0.5%
Value ($000) $3,399 Shares 40,257 Est. Cost $64.10 Unrealized
UYLD ANGEL OAK 0.4%
Value ($000) $3,356 Shares 65,956 Est. Cost $50.67 Unrealized
PCAR PACCAR INC 0.4%
Value ($000) $3,262 Shares 26,330 Est. Cost $45.79 Unrealized +120.1%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $3,238 Shares 15,778 Est. Cost $113.32 Unrealized +59.5%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $3,166 Shares 43,221 Est. Cost $52.00 Unrealized +38.5%
MO ALTRIA GROUP INC 0.4%
Value ($000) $3,146 Shares 72,128 Est. Cost $31.34 Unrealized +13.9%
VB VANGUARD 0.4%
Value ($000) $3,118 Shares 13,641 Est. Cost $176.08 Unrealized
LAM RESEARCH CORP 0.4%
Value ($000) $3,092 Shares 3,182 Est. Cost $379.47 Unrealized
SCHX SCHWAB 0.4%
Value ($000) $3,078 Shares 49,600 Est. Cost $52.37 Unrealized
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $3,057 Shares 20,533 Est. Cost $86.44 Unrealized +52.6%
AMGN AMGEN INC 0.4%
Value ($000) $2,895 Shares 10,182 Est. Cost $189.33 Unrealized +45.8%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $2,818 Shares 8,448 Est. Cost $195.54 Unrealized +54.0%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,817 Shares 74,286 Est. Cost $28.48 Unrealized +15.2%
IEFA ISHARES 0.4%
Value ($000) $2,733 Shares 36,823 Est. Cost $59.67 Unrealized
DVN DEVON ENERGY CORP 0.4%
Value ($000) $2,728 Shares 54,356 Est. Cost $21.70 Unrealized +92.7%
LOW LOWES COS INC 0.4%
Value ($000) $2,701 Shares 10,604 Est. Cost $96.13 Unrealized +131.0%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $2,691 Shares 16,650 Est. Cost $113.82 Unrealized +24.0%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $2,682 Shares 6,421 Est. Cost $225.36 Unrealized +65.2%
MET METLIFE INC 0.3%
Value ($000) $2,602 Shares 35,116 Est. Cost $36.19 Unrealized +82.4%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $2,599 Shares 38,791 Est. Cost $110.27 Unrealized -44.5%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,538 Shares 6 Est. Cost $279327.44 Unrealized +112.6%
KO COCA-COLA CO 0.3%
Value ($000) $2,499 Shares 40,839 Est. Cost $35.89 Unrealized +58.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $2,419 Shares 11,743 Est. Cost $99.01 Unrealized +95.3%
GLW CORNING INC 0.3%
Value ($000) $2,408 Shares 73,070 Est. Cost $26.76 Unrealized +13.8%
VCIT VANGUARD 0.3%
Value ($000) $2,253 Shares 27,989 Est. Cost $94.82 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $2,219 Shares 48,923 Est. Cost $51.17 Unrealized -25.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $2,213 Shares 16,766 Est. Cost $111.50 Unrealized +10.0%
HPQ HP INC COM 0.3%
Value ($000) $2,181 Shares 72,184 Est. Cost $27.25 Unrealized +0.2%
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value ($000) $2,180 Shares 2,265 Est. Cost $616.52 Unrealized +53.4%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $2,110 Shares 64,669 Est. Cost $29.30 Unrealized +2.3%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $2,106 Shares 32,237 Est. Cost $55.66 Unrealized +1.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,088 Shares 4,590 Est. Cost $319.46 Unrealized +30.2%
GVI ISHARES 0.3%
Value ($000) $2,001 Shares 19,246 Est. Cost $111.44 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $1,966 Shares 6,528 Est. Cost $154.85 Unrealized +84.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,963 Shares 15,424 Est. Cost $55.51 Unrealized +93.9%
URI UNITED RENTALS INC 0.3%
Value ($000) $1,957 Shares 2,714 Est. Cost $439.31 Unrealized +43.7%
DHI DR HORTON INC 0.3%
Value ($000) $1,911 Shares 11,612 Est. Cost $63.45 Unrealized +131.9%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.3%
Value ($000) $1,906 Shares 16,488 Est. Cost $63.68 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,876 Shares 2,412 Est. Cost $446.81 Unrealized +57.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,861 Shares 23,327 Est. Cost $62.43 Unrealized +13.4%
IRM IRON MTN INC COM 0.2%
Value ($000) $1,835 Shares 22,877 Est. Cost $46.63 Unrealized +45.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,783 Shares 27,902 Est. Cost $59.88 Unrealized -7.5%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,782 Shares 6,807 Est. Cost $42.70 Unrealized +8.5%
PFE PFIZER INC 0.2%
Value ($000) $1,700 Shares 61,274 Est. Cost $24.92 Unrealized -1.1%
VPU VANGUARD 0.2%
Value ($000) $1,693 Shares 11,871 Est. Cost $112.65 Unrealized
VOX VANGUARD 0.2%
Value ($000) $1,692 Shares 12,891 Est. Cost $95.76 Unrealized
LEN LENNAR CORP 0.2%
Value ($000) $1,681 Shares 9,775 Est. Cost $118.96 Unrealized +23.0%
AFL AFLAC INC 0.2%
Value ($000) $1,672 Shares 19,472 Est. Cost $42.49 Unrealized +85.4%
IEMG ISHARES 0.2%
Value ($000) $1,657 Shares 32,112 Est. Cost $48.35 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,655 Shares 9,697 Est. Cost $62.12 Unrealized +118.4%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,602 Shares 5,639 Est. Cost $78.42 Unrealized +101.1%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,576 Shares 9,109 Est. Cost $118.36 Unrealized +28.4%
LYB LYONDELLBASELL INDUST NV CLASS A 0.2%
Value ($000) $1,526 Shares 14,917 Est. Cost $81.20 Unrealized +3.6%
KR KROGER CO 0.2%
Value ($000) $1,514 Shares 26,496 Est. Cost $45.00 Unrealized +5.2%
IDEV ISHARES 0.2%
Value ($000) $1,484 Shares 22,104 Est. Cost $63.79 Unrealized
HEI/A HEICO CORP 0.2%
Value ($000) $1,464 Shares 9,510 Est. Cost $72.61 Unrealized +103.4%
FDX FEDEX CORP 0.2%
Value ($000) $1,462 Shares 5,045 Est. Cost $219.76 Unrealized +9.1%
RVTY REVVITY INC 0.2%
Value ($000) $1,461 Shares 13,910 Est. Cost $140.37 Unrealized -24.6%
NOW SERVICENOW INC 0.2%
Value ($000) $1,458 Shares 1,912 Est. Cost $78.27 Unrealized +93.6%
MA MASTERCARD INC 0.2%
Value ($000) $1,456 Shares 3,024 Est. Cost $286.68 Unrealized +57.9%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $1,449 Shares 37,164 Est. Cost $40.26 Unrealized -17.1%
JMBS JANUS HENDERSON 0.2%
Value ($000) $1,447 Shares 32,076 Est. Cost $52.28 Unrealized
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,432 Shares 5,247 Est. Cost $126.80 Unrealized +91.7%
MCK MCKESSON CORP 0.2%
Value ($000) $1,405 Shares 2,618 Est. Cost $248.59 Unrealized +102.5%
VIGI VANGUARD 0.2%
Value ($000) $1,368 Shares 16,775 Est. Cost $66.12 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $1,342 Shares 4,554 Est. Cost $206.40 Unrealized +20.0%
INTU INTUIT INC 0.2%
Value ($000) $1,279 Shares 1,967 Est. Cost $534.06 Unrealized +18.2%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,277 Shares 10,831 Est. Cost $63.80 Unrealized +40.8%
BA BOEING CO 0.2%
Value ($000) $1,254 Shares 6,496 Est. Cost $185.84 Unrealized +10.6%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,226 Shares 4,858 Est. Cost $86.28 Unrealized +175.5%
DAL DELTA AIR LINES INC 0.2%
Value ($000) $1,217 Shares 25,430 Est. Cost $36.27 Unrealized +11.6%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,209 Shares 12,506 Est. Cost $67.13 Unrealized +31.8%
EEM ISHARES 0.2%
Value ($000) $1,160 Shares 28,237 Est. Cost $41.49 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $1,146 Shares 6,001 Est. Cost $110.11 Unrealized +56.7%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,067 Shares 4,118 Est. Cost $143.83 Unrealized +67.7%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,030 Shares 4,043 Est. Cost $182.10 Unrealized +30.6%
IWR ISHARES 0.1%
Value ($000) $1,023 Shares 12,168 Est. Cost $68.56 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,015 Shares 8,949 Est. Cost $55.22 Unrealized +80.0%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,005 Shares 1,372 Est. Cost $270.03 Unrealized +161.7%
ICSH ISHARES 0.1%
Value ($000) $1,003 Shares 19,837 Est. Cost $50.41 Unrealized
ASML ASML HOLDING NV 0.1%
Value ($000) $997 Shares 1,027 Est. Cost $726.33 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $959 Shares 25,449 Est. Cost $25.16 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $948 Shares 7,720 Est. Cost $63.19 Unrealized +81.4%
BBY BEST BUY CO INC 0.1%
Value ($000) $934 Shares 11,391 Est. Cost $59.43 Unrealized +16.6%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $923 Shares 3,075 Est. Cost $118.01 Unrealized +126.3%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $916 Shares 2,152 Est. Cost $326.45 Unrealized +30.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $905 Shares 16,517 Est. Cost $49.04 Unrealized -2.5%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $850 Shares 14,216 Est. Cost $61.50 Unrealized -14.6%
QQQ INVESCO 0.1%
Value ($000) $814 Shares 1,833 Est. Cost $268.73 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $811 Shares 8,312 Est. Cost $80.80 Unrealized +7.5%
SCHD SCHWAB 0.1%
Value ($000) $806 Shares 10,000 Est. Cost $72.62 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $803 Shares 12,213 Est. Cost $56.04 Unrealized +6.5%
EQIX EQUINIX INC 0.1%
Value ($000) $803 Shares 973 Est. Cost $556.56 Unrealized +45.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $784 Shares 4,632 Est. Cost $126.28 Unrealized +45.2%
CI CIGNA CORP NEW 0.1%
Value ($000) $782 Shares 2,154 Est. Cost $246.53 Unrealized +28.9%
PTF INVESCO 0.1%
Value ($000) $778 Shares 13,560 Est. Cost $49.40 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $767 Shares 3,436 Est. Cost $125.90 Unrealized +58.9%
VAW VANGUARD 0.1%
Value ($000) $766 Shares 3,749 Est. Cost $126.20 Unrealized
LQD ISHARES 0.1%
Value ($000) $765 Shares 7,024 Est. Cost $126.79 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $764 Shares 8,614 Est. Cost $73.75 Unrealized +11.5%
JNK SPDR 0.1%
Value ($000) $741 Shares 7,780 Est. Cost $102.85 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $720 Shares 4,598 Est. Cost $101.63 Unrealized +31.1%
VCSH VANGUARD 0.1%
Value ($000) $719 Shares 9,299 Est. Cost $80.74 Unrealized
INVESCO 0.1%
Value ($000) $714 Shares 34,049 Est. Cost $20.97 Unrealized
IWM ISHARES 0.1%
Value ($000) $698 Shares 3,320 Est. Cost $170.91 Unrealized
VNQI VANGUARD 0.1%
Value ($000) $697 Shares 16,546 Est. Cost $53.24 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $686 Shares 1,180 Est. Cost $417.73 Unrealized +33.5%
AGG ISHARES 0.1%
Value ($000) $677 Shares 6,908 Est. Cost $94.64 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $670 Shares 1,678 Est. Cost $286.43 Unrealized +31.9%
AVGO BROADCOM INC 0.1%
Value ($000) $653 Shares 493 Est. Cost $57.44 Unrealized +111.0%
DON WISDOMTREE 0.1%
Value ($000) $647 Shares 13,269 Est. Cost $35.05 Unrealized
EFA ISHARES 0.1%
Value ($000) $636 Shares 7,970 Est. Cost $63.52 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $623 Shares 11,714 Est. Cost $43.76 Unrealized +4.7%
BSCQ INVESCO 0.1%
Value ($000) $618 Shares 32,180 Est. Cost $19.60 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $615 Shares 5,239 Est. Cost $69.41 Unrealized +42.0%
ESGD ISHARES 0.1%
Value ($000) $572 Shares 7,155 Est. Cost $72.93 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $568 Shares 1,096 Est. Cost $481.84 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $551 Shares 13,142 Est. Cost $38.16 Unrealized -5.9%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $546 Shares 2,393 Est. Cost $137.11 Unrealized +63.2%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $545 Shares 1,536 Est. Cost $278.05 Unrealized +16.0%
VNQ VANGUARD 0.1%
Value ($000) $537 Shares 6,214 Est. Cost $82.59 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $535 Shares 2,399 Est. Cost $220.56 Unrealized +0.8%
OGE OGE ENERGY CORP 0.1%
Value ($000) $528 Shares 15,405 Est. Cost $36.32 Unrealized -7.6%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $526 Shares 3,938 Est. Cost $157.54 Unrealized -17.8%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $509 Shares 1,008 Est. Cost $370.36 Unrealized +54.8%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $501 Shares 4,108 Est. Cost $57.67 Unrealized +76.4%
LIN LINDE PLC 0.1%
Value ($000) $481 Shares 1,037 Est. Cost $327.96 Unrealized +28.8%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $480 Shares 855 Est. Cost $445.37 Unrealized +21.0%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $472 Shares 3,259 Est. Cost $90.38 Unrealized +50.4%
IWY ISHARES 0.1%
Value ($000) $470 Shares 2,408 Est. Cost $175.22 Unrealized
SCHM SCHWAB 0.1%
Value ($000) $464 Shares 5,700 Est. Cost $71.03 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $460 Shares 8,488 Est. Cost $56.07 Unrealized -17.7%
EOG EOG RESOURCES INC 0.1%
Value ($000) $453 Shares 3,541 Est. Cost $101.59 Unrealized +8.6%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $452 Shares 12,238 Est. Cost $28.27 Unrealized +16.0%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $428 Shares 2,056 Est. Cost $174.27 Unrealized
CDW CDW CORP COM 0.1%
Value ($000) $425 Shares 1,663 Est. Cost $168.84 Unrealized +37.2%
SCHA SCHWAB 0.1%
Value ($000) $423 Shares 8,600 Est. Cost $43.80 Unrealized
FTV FORTIVE CORP COM 0.1%
Value ($000) $422 Shares 4,908 Est. Cost $35.54 Unrealized +69.4%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $420 Shares 20,185 Est. Cost $10.08 Unrealized +68.3%
WFC WELLS FARGO CO 0.1%
Value ($000) $419 Shares 7,222 Est. Cost $39.57 Unrealized +26.7%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $414 Shares 8,212 Est. Cost $40.93 Unrealized +12.6%
MGMT BALLAST 0.1%
Value ($000) $413 Shares 10,883 Est. Cost $37.92 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $407 Shares 1,908 Est. Cost $117.39 Unrealized +62.7%
CTAS CINTAS CORP 0.1%
Value ($000) $405 Shares 589 Est. Cost $62.54 Unrealized +142.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $404 Shares 3,124 Est. Cost $107.53 Unrealized +6.1%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $402 Shares 2,033 Est. Cost $110.64 Unrealized +68.4%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $400 Shares 4,365 Est. Cost $74.39 Unrealized +14.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $395 Shares 2,850 Est. Cost $73.57 Unrealized +75.0%
IJH ISHARES 0.1%
Value ($000) $395 Shares 6,495 Est. Cost $84.84 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $388 Shares 4,405 Est. Cost $47.33 Unrealized +81.9%
LDUR PIMCO 0.1%
Value ($000) $375 Shares 3,958 Est. Cost $100.56 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $371 Shares 3,561 Est. Cost $91.30 Unrealized +7.1%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $365 Shares 12,521 Est. Cost $24.36 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $360 Shares 2,064 Est. Cost $116.43 Unrealized +35.6%
BSCS INVESCO 0.0%
Value ($000) $358 Shares 17,814 Est. Cost $20.22 Unrealized
BSCR INVESCO 0.0%
Value ($000) $355 Shares 18,403 Est. Cost $19.44 Unrealized
TJX TJX COS INC 0.0%
Value ($000) $352 Shares 3,475 Est. Cost $76.33 Unrealized +24.0%
IJR ISHARES 0.0%
Value ($000) $350 Shares 3,168 Est. Cost $77.52 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $350 Shares 3,681 Est. Cost $59.99 Unrealized +42.3%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $344 Shares 21,887 Est. Cost $10.13 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $344 Shares 2,525 Est. Cost $136.05 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $342 Shares 3,841 Est. Cost $67.98 Unrealized +13.8%
ESGE ISHARES 0.0%
Value ($000) $335 Shares 10,390 Est. Cost $31.63 Unrealized
T AT&T INC 0.0%
Value ($000) $333 Shares 18,932 Est. Cost $15.82 Unrealized -1.3%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $321 Shares 3,400 Est. Cost $81.48 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $316 Shares 5,442 Est. Cost $35.70 Unrealized +54.0%
MCO MOODYS CORP SR 0.0%
Value ($000) $305 Shares 775 Est. Cost $310.84 Unrealized +22.3%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $301 Shares 1,461 Est. Cost $88.19 Unrealized +104.6%
VTV VANGUARD 0.0%
Value ($000) $301 Shares 1,848 Est. Cost $108.55 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $300 Shares 6,090 Est. Cost $48.26 Unrealized -11.7%
IWN ISHARES 0.0%
Value ($000) $294 Shares 1,851 Est. Cost $158.81 Unrealized
RFG INVESCO 0.0%
Value ($000) $293 Shares 5,780 Est. Cost $67.17 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $291 Shares 3,167 Est. Cost $56.53 Unrealized +43.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $291 Shares 1,029 Est. Cost $224.30 Unrealized +15.0%
CEG CONSTELLATION ENERGY CORP. 0.0%
Value ($000) $286 Shares 1,546 Est. Cost $140.32 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $285 Shares 1,768 Est. Cost $168.69 Unrealized -4.7%
CME CME GROUP INC 0.0%
Value ($000) $281 Shares 1,306 Est. Cost $168.23 Unrealized +17.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $281 Shares 7,211 Est. Cost $18.24 Unrealized +80.9%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $280 Shares 504 Est. Cost $448.81 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $276 Shares 1,342 Est. Cost $168.41 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $276 Shares 5,133 Est. Cost $56.54 Unrealized -5.6%
MPLX MPLX LP 0.0%
Value ($000) $274 Shares 6,603 Est. Cost $29.12 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $265 Shares 2,775 Est. Cost $69.58 Unrealized +20.7%
SYY SYSCO CORP 0.0%
Value ($000) $259 Shares 3,188 Est. Cost $73.05 Unrealized +2.1%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $259 Shares 1,600 Est. Cost $193.91 Unrealized 0.0%
RZG INVESCO 0.0%
Value ($000) $257 Shares 5,295 Est. Cost $65.68 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $257 Shares 1,276 Est. Cost $164.35 Unrealized 0.0%
BSMQ INVESCO 0.0%
Value ($000) $257 Shares 10,901 Est. Cost $23.75 Unrealized
AON AON PLC 0.0%
Value ($000) $257 Shares 769 Est. Cost $318.69 Unrealized -4.0%
MINT PIMCO 0.0%
Value ($000) $256 Shares 2,550 Est. Cost $100.54 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $253 Shares 362 Est. Cost $367.67 Unrealized +71.9%
INVESCO 0.0%
Value ($000) $253 Shares 10,382 Est. Cost $24.54 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $252 Shares 1,310 Est. Cost $223.73 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $251 Shares 6,765 Est. Cost $28.84 Unrealized +23.0%
VUG VANGUARD 0.0%
Value ($000) $248 Shares 720 Est. Cost $310.88 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $247 Shares 3,100 Est. Cost $68.22 Unrealized +6.4%
NVO NOVO NORDISK A/S ADR 0.0%
Value ($000) $241 Shares 1,880 Est. Cost $103.45 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $239 Shares 609 Est. Cost $331.86 Unrealized 0.0%
VTI VANGUARD 0.0%
Value ($000) $237 Shares 912 Est. Cost $237.22 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $236 Shares 1,345 Est. Cost $199.96 Unrealized -2.3%
DRD DRDGOLD LIMITED 0.0%
Value ($000) $234 Shares 28,500 Est. Cost $7.95 Unrealized
PEJ INVESCO 0.0%
Value ($000) $233 Shares 5,045 Est. Cost $41.93 Unrealized
VT VANGUARD 0.0%
Value ($000) $232 Shares 2,102 Est. Cost $102.88 Unrealized
FCNCA FIRST CITIZENS BANCSHARES INC NC 0.0%
Value ($000) $232 Shares 142 Est. Cost $1492.87 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $226 Shares 1,872 Est. Cost $142.78 Unrealized -18.3%
BSMO INVESCO 0.0%
Value ($000) $223 Shares 8,979 Est. Cost $24.90 Unrealized
IDU ISHARES 0.0%
Value ($000) $216 Shares 2,558 Est. Cost $79.93 Unrealized
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $215 Shares 818 Est. Cost $175.17 Unrealized
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $211 Shares 1,216 Est. Cost $148.87 Unrealized +11.5%
SPHD INVESCO 0.0%
Value ($000) $209 Shares 4,715 Est. Cost $44.40 Unrealized
DOW DOW INC 0.0%
Value ($000) $208 Shares 3,583 Est. Cost $48.96 Unrealized 0.0%
PDP INVESCO 0.0%
Value ($000) $207 Shares 2,095 Est. Cost $98.78 Unrealized
VYM VANGUARD 0.0%
Value ($000) $207 Shares 1,710 Est. Cost $120.99 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $206 Shares 3,187 Est. Cost $72.28 Unrealized -15.1%
INVESCO 0.0%
Value ($000) $205 Shares 10,013 Est. Cost $20.43 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $203 Shares 200 Est. Cost $917.50 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $203 Shares 2,326 Est. Cost $80.66 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value ($000) $203 Shares 3,814 Est. Cost $45.37 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $201 Shares 643 Est. Cost $267.60 Unrealized 0.0%
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $160 Shares 30,201 Est. Cost $2.53 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $157 Shares 13,366 Est. Cost $37.10 Unrealized
SSRM SSR MINING INC 0.0%
Value ($000) $89 Shares 20,000 Est. Cost $12.15 Unrealized -42.6%
SAFETY SHOT INC 0.0%
Value ($000) $45 Shares 19,000 Est. Cost $2.39 Unrealized