Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 12, 2024

Total Value ($000): $758,278 (100.0% shares, 0.0% debt)

Holdings (283)

MSFT MICROSOFT CORP 6.7%
Value ($000) $50,888 Shares 113,856 Est. Cost $87.32 Unrealized +377.8%
AAPL APPLE INC 6.3%
Value ($000) $47,868 Shares 227,270 Est. Cost $87.25 Unrealized +112.2%
VEA VANGUARD 3.5%
Value ($000) $26,635 Shares 538,951 Est. Cost $39.53 Unrealized
GOOG ALPHABET INC 2.6%
Value ($000) $19,761 Shares 107,737 Est. Cost $108.47 Unrealized +55.7%
QCOM QUALCOMM INC 2.4%
Value ($000) $18,209 Shares 91,418 Est. Cost $66.99 Unrealized +172.2%
ABBV ABBVIE INC 2.0%
Value ($000) $15,439 Shares 90,014 Est. Cost $59.41 Unrealized +164.5%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $13,945 Shares 68,948 Est. Cost $85.37 Unrealized +121.6%
GOOGL ALPHABET INC 1.8%
Value ($000) $13,339 Shares 73,233 Est. Cost $109.18 Unrealized +53.3%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $13,278 Shares 26,073 Est. Cost $240.41 Unrealized +96.8%
SPY SPDR S&P 500 (MKT) 1.7%
Value ($000) $12,886 Shares 23,678 Est. Cost $320.68 Unrealized
ORCL ORACLE CORP 1.5%
Value ($000) $11,732 Shares 83,090 Est. Cost $55.01 Unrealized +122.3%
HD HOME DEPOT INC 1.5%
Value ($000) $11,364 Shares 33,013 Est. Cost $162.29 Unrealized +101.8%
WMT WALMART INC 1.4%
Value ($000) $10,458 Shares 154,446 Est. Cost $46.01 Unrealized +34.7%
V VISA INC 1.4%
Value ($000) $10,427 Shares 39,726 Est. Cost $159.88 Unrealized +69.4%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $9,948 Shares 68,060 Est. Cost $105.75 Unrealized +33.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $9,543 Shares 49,382 Est. Cost $125.06 Unrealized +46.9%
VWO VANGUARD 1.1%
Value ($000) $8,368 Shares 191,228 Est. Cost $40.10 Unrealized
NVDA NVIDIA CORP 1.1%
Value ($000) $8,173 Shares 66,158 Est. Cost $96.51 Unrealized +4.7%
MRK MERCK & CO INC 1.0%
Value ($000) $7,834 Shares 63,282 Est. Cost $63.39 Unrealized +92.0%
DHR DANAHER CORP 1.0%
Value ($000) $7,747 Shares 31,005 Est. Cost $95.33 Unrealized +162.5%
META META PLATFORMS INC CL A 1.0%
Value ($000) $7,242 Shares 14,363 Est. Cost $245.83 Unrealized +96.6%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,937 Shares 60,259 Est. Cost $61.60 Unrealized +78.7%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $6,934 Shares 29,946 Est. Cost $92.42 Unrealized +146.0%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $6,744 Shares 28,253 Est. Cost $128.20 Unrealized +84.6%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $6,561 Shares 16,128 Est. Cost $204.25 Unrealized +100.1%
FISV FISERV INC 0.9%
Value ($000) $6,503 Shares 43,633 Est. Cost $100.60 Unrealized +50.5%
ACN ACCENTURE PLC A 0.8%
Value ($000) $6,401 Shares 21,097 Est. Cost $166.00 Unrealized +80.3%
IVV ISHARES 0.8%
Value ($000) $6,302 Shares 11,516 Est. Cost $298.63 Unrealized
MS MORGAN STANLEY 0.8%
Value ($000) $6,288 Shares 64,694 Est. Cost $51.41 Unrealized +76.6%
SBUX STARBUCKS CORP 0.8%
Value ($000) $6,269 Shares 80,525 Est. Cost $64.28 Unrealized +21.4%
ABT ABBOTT LABS 0.8%
Value ($000) $6,240 Shares 60,051 Est. Cost $67.16 Unrealized +53.3%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $5,871 Shares 35,599 Est. Cost $84.72 Unrealized +85.6%
OKE ONEOK INC 0.7%
Value ($000) $5,622 Shares 68,943 Est. Cost $46.38 Unrealized +59.4%
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $5,297 Shares 27,249 Est. Cost $180.17 Unrealized -2.2%
SCZ ISHARES 0.7%
Value ($000) $5,225 Shares 84,769 Est. Cost $54.41 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $5,177 Shares 108,963 Est. Cost $38.35 Unrealized +18.1%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $5,129 Shares 21,646 Est. Cost $111.77 Unrealized +111.9%
CVX CHEVRON CORP 0.7%
Value ($000) $5,112 Shares 32,680 Est. Cost $102.18 Unrealized +45.2%
RSP INVESCO 0.7%
Value ($000) $4,977 Shares 30,294 Est. Cost $135.04 Unrealized
CMCSA COMCAST CORP 0.6%
Value ($000) $4,814 Shares 122,934 Est. Cost $39.71 Unrealized -6.5%
VOO VANGUARD 0.6%
Value ($000) $4,637 Shares 9,272 Est. Cost $346.11 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $4,590 Shares 33,181 Est. Cost $103.47 Unrealized +36.8%
TIP ISHARES 0.6%
Value ($000) $4,546 Shares 42,571 Est. Cost $115.98 Unrealized
DE DEERE & CO 0.6%
Value ($000) $4,536 Shares 12,140 Est. Cost $314.33 Unrealized +21.0%
HPE HEWLETT PACKARD ENTERPRISE CO 0.6%
Value ($000) $4,431 Shares 209,296 Est. Cost $14.21 Unrealized +24.0%
UYLD ANGEL OAK 0.6%
Value ($000) $4,405 Shares 86,568 Est. Cost $50.72 Unrealized
PSX PHILLIPS 66 0.6%
Value ($000) $4,313 Shares 30,550 Est. Cost $67.53 Unrealized +106.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $4,276 Shares 31,237 Est. Cost $63.26 Unrealized +108.3%
JEPI JPMORGAN 0.6%
Value ($000) $4,261 Shares 75,170 Est. Cost $54.28 Unrealized
SPDW SPDR 0.5%
Value ($000) $3,859 Shares 110,003 Est. Cost $28.84 Unrealized
VIG VANGUARD 0.5%
Value ($000) $3,840 Shares 21,037 Est. Cost $107.47 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $3,795 Shares 122,527 Est. Cost $43.00 Unrealized -24.4%
IVW ISHARES 0.5%
Value ($000) $3,684 Shares 39,809 Est. Cost $64.10 Unrealized
PAYC PAYCOM SOFTWARE INC 0.5%
Value ($000) $3,680 Shares 25,726 Est. Cost $50.84 Unrealized +233.1%
BLACKROCK INC 0.5%
Value ($000) $3,653 Shares 4,640 Est. Cost $599.11 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $3,642 Shares 10,933 Est. Cost $110.78 Unrealized +205.7%
TGT TARGET CORP 0.5%
Value ($000) $3,604 Shares 24,347 Est. Cost $110.97 Unrealized +33.3%
VTIP VANGUARD 0.5%
Value ($000) $3,581 Shares 73,779 Est. Cost $51.77 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $3,544 Shares 15,662 Est. Cost $164.81 Unrealized +36.8%
PEP PEPSICO INC 0.5%
Value ($000) $3,491 Shares 21,167 Est. Cost $106.54 Unrealized +52.4%
LAM RESEARCH CORP 0.5%
Value ($000) $3,421 Shares 3,213 Est. Cost $379.47 Unrealized
MCD MCDONALD'S CORP 0.4%
Value ($000) $3,390 Shares 13,301 Est. Cost $131.07 Unrealized +94.6%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,325 Shares 11,143 Est. Cost $213.89 Unrealized +42.6%
MO ALTRIA GROUP INC 0.4%
Value ($000) $3,319 Shares 72,871 Est. Cost $31.42 Unrealized +24.5%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $3,318 Shares 15,537 Est. Cost $113.32 Unrealized +62.2%
DIS WALT DISNEY CO 0.4%
Value ($000) $3,206 Shares 32,294 Est. Cost $111.31 Unrealized -5.2%
USB US BANCORP 0.4%
Value ($000) $3,196 Shares 80,504 Est. Cost $37.63 Unrealized +0.4%
AMGN AMGEN INC 0.4%
Value ($000) $3,190 Shares 10,211 Est. Cost $189.33 Unrealized +47.5%
SCHX SCHWAB 0.4%
Value ($000) $3,187 Shares 49,600 Est. Cost $52.37 Unrealized
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $3,158 Shares 23,075 Est. Cost $103.24 Unrealized +25.9%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,981 Shares 74,957 Est. Cost $28.48 Unrealized +29.4%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $2,954 Shares 6,531 Est. Cost $228.70 Unrealized +85.3%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,935 Shares 42,779 Est. Cost $52.00 Unrealized +21.4%
VB VANGUARD 0.4%
Value ($000) $2,932 Shares 13,446 Est. Cost $176.08 Unrealized
GLW CORNING INC 0.4%
Value ($000) $2,852 Shares 73,405 Est. Cost $26.76 Unrealized +25.8%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $2,791 Shares 20,157 Est. Cost $86.44 Unrealized +58.7%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $2,753 Shares 58,080 Est. Cost $23.33 Unrealized +102.4%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $2,698 Shares 8,397 Est. Cost $195.54 Unrealized +64.0%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $2,615 Shares 16,821 Est. Cost $114.16 Unrealized +28.4%
PCAR PACCAR INC 0.3%
Value ($000) $2,614 Shares 25,395 Est. Cost $45.79 Unrealized +126.4%
KO COCA-COLA CO 0.3%
Value ($000) $2,595 Shares 40,773 Est. Cost $35.89 Unrealized +64.1%
HPQ HP INC COM 0.3%
Value ($000) $2,586 Shares 73,845 Est. Cost $27.30 Unrealized +8.8%
IEFA ISHARES 0.3%
Value ($000) $2,565 Shares 35,310 Est. Cost $59.67 Unrealized
MET METLIFE INC 0.3%
Value ($000) $2,465 Shares 35,114 Est. Cost $36.19 Unrealized +88.3%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,449 Shares 6 Est. Cost $279327.44 Unrealized +120.7%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $2,439 Shares 11,575 Est. Cost $99.01 Unrealized +102.2%
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value ($000) $2,408 Shares 2,291 Est. Cost $620.46 Unrealized +55.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,382 Shares 5,100 Est. Cost $331.67 Unrealized +33.1%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $2,306 Shares 39,735 Est. Cost $109.16 Unrealized -41.9%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,298 Shares 32,453 Est. Cost $60.97 Unrealized +10.9%
GM GENERAL MTRS CO 0.3%
Value ($000) $2,286 Shares 49,208 Est. Cost $51.17 Unrealized -13.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $2,266 Shares 2,503 Est. Cost $459.32 Unrealized +72.2%
LOW LOWES COS INC 0.3%
Value ($000) $2,247 Shares 10,193 Est. Cost $96.13 Unrealized +130.3%
VCIT VANGUARD 0.3%
Value ($000) $2,152 Shares 26,921 Est. Cost $94.82 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $2,141 Shares 32,215 Est. Cost $55.66 Unrealized +18.2%
IRM IRON MTN INC COM 0.3%
Value ($000) $2,029 Shares 22,639 Est. Cost $46.63 Unrealized +64.4%
GVI ISHARES 0.3%
Value ($000) $1,971 Shares 19,004 Est. Cost $111.44 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,965 Shares 18,105 Est. Cost $111.83 Unrealized +3.7%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $1,962 Shares 67,437 Est. Cost $29.28 Unrealized -1.6%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,887 Shares 6,989 Est. Cost $42.95 Unrealized +21.8%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,869 Shares 5,512 Est. Cost $78.42 Unrealized +90.7%
AFL AFLAC INC 0.2%
Value ($000) $1,826 Shares 20,447 Est. Cost $44.42 Unrealized +87.0%
URI UNITED RENTALS INC 0.2%
Value ($000) $1,817 Shares 2,809 Est. Cost $446.61 Unrealized +46.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,795 Shares 15,694 Est. Cost $56.54 Unrealized +104.1%
PFE PFIZER INC 0.2%
Value ($000) $1,733 Shares 61,954 Est. Cost $24.92 Unrealized -0.6%
VOX VANGUARD 0.2%
Value ($000) $1,733 Shares 12,540 Est. Cost $95.76 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,728 Shares 6,720 Est. Cost $157.99 Unrealized +67.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,728 Shares 29,252 Est. Cost $61.64 Unrealized -5.1%
IEMG ISHARES 0.2%
Value ($000) $1,719 Shares 32,112 Est. Cost $48.35 Unrealized
VPU VANGUARD 0.2%
Value ($000) $1,704 Shares 11,523 Est. Cost $112.65 Unrealized
HEI/A HEICO CORP 0.2%
Value ($000) $1,688 Shares 9,510 Est. Cost $72.61 Unrealized +132.2%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,636 Shares 10,439 Est. Cost $68.62 Unrealized +123.7%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,635 Shares 16,371 Est. Cost $63.68 Unrealized
DHI DR HORTON INC 0.2%
Value ($000) $1,604 Shares 11,379 Est. Cost $63.45 Unrealized +127.7%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,598 Shares 12,152 Est. Cost $70.47 Unrealized +77.6%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $1,551 Shares 39,912 Est. Cost $39.89 Unrealized -12.4%
LYB LYONDELLBASELL INDUST NV CLASS A 0.2%
Value ($000) $1,494 Shares 15,618 Est. Cost $81.45 Unrealized +6.6%
MCK MCKESSON CORP 0.2%
Value ($000) $1,492 Shares 2,554 Est. Cost $248.59 Unrealized +122.3%
FDX FEDEX CORP 0.2%
Value ($000) $1,484 Shares 4,948 Est. Cost $219.76 Unrealized +14.6%
LEN LENNAR CORP 0.2%
Value ($000) $1,460 Shares 9,743 Est. Cost $118.96 Unrealized +24.9%
NOW SERVICENOW INC 0.2%
Value ($000) $1,455 Shares 1,850 Est. Cost $78.27 Unrealized +87.5%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,454 Shares 9,109 Est. Cost $118.36 Unrealized +36.4%
IDEV ISHARES 0.2%
Value ($000) $1,446 Shares 22,027 Est. Cost $63.79 Unrealized
JMBS JANUS HENDERSON 0.2%
Value ($000) $1,372 Shares 30,721 Est. Cost $52.28 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,329 Shares 23,438 Est. Cost $58.92 Unrealized -6.7%
KR KROGER CO 0.2%
Value ($000) $1,323 Shares 26,496 Est. Cost $45.00 Unrealized +15.6%
RVTY REVVITY INC 0.2%
Value ($000) $1,313 Shares 12,524 Est. Cost $140.37 Unrealized -24.7%
MA MASTERCARD INC 0.2%
Value ($000) $1,306 Shares 2,960 Est. Cost $286.68 Unrealized +57.5%
VIGI VANGUARD 0.2%
Value ($000) $1,292 Shares 15,895 Est. Cost $66.12 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,277 Shares 12,743 Est. Cost $67.63 Unrealized +39.4%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,264 Shares 1,487 Est. Cost $308.99 Unrealized +150.4%
CMI CUMMINS INC 0.2%
Value ($000) $1,261 Shares 4,554 Est. Cost $206.40 Unrealized +33.8%
INTU INTUIT INC 0.2%
Value ($000) $1,254 Shares 1,908 Est. Cost $534.06 Unrealized +15.0%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,227 Shares 4,934 Est. Cost $126.80 Unrealized +101.3%
EEM ISHARES 0.2%
Value ($000) $1,224 Shares 28,735 Est. Cost $41.51 Unrealized
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,211 Shares 5,009 Est. Cost $90.79 Unrealized +160.1%
RTX RTX CORPORATION 0.2%
Value ($000) $1,171 Shares 11,661 Est. Cost $86.35 Unrealized +15.9%
BA BOEING CO 0.2%
Value ($000) $1,146 Shares 6,296 Est. Cost $185.84 Unrealized -4.1%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $1,131 Shares 23,851 Est. Cost $36.27 Unrealized +34.6%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,101 Shares 4,318 Est. Cost $148.87 Unrealized +69.8%
ASML ASML HOLDING NV 0.1%
Value ($000) $1,050 Shares 1,027 Est. Cost $726.33 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $1,038 Shares 6,001 Est. Cost $110.11 Unrealized +50.6%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,015 Shares 9,214 Est. Cost $56.72 Unrealized +89.5%
INVESCO 0.1%
Value ($000) $1,008 Shares 47,872 Est. Cost $21.00 Unrealized
ICSH ISHARES 0.1%
Value ($000) $1,002 Shares 19,837 Est. Cost $50.41 Unrealized
BBY BEST BUY CO INC 0.1%
Value ($000) $989 Shares 11,732 Est. Cost $59.83 Unrealized +22.3%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $959 Shares 2,914 Est. Cost $118.01 Unrealized +165.8%
AVGO BROADCOM INC 0.1%
Value ($000) $936 Shares 583 Est. Cost $69.83 Unrealized +97.2%
IWR ISHARES 0.1%
Value ($000) $933 Shares 11,501 Est. Cost $68.56 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $920 Shares 4,283 Est. Cost $184.46 Unrealized +21.6%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $919 Shares 25,449 Est. Cost $25.16 Unrealized
QQQ INVESCO 0.1%
Value ($000) $878 Shares 1,833 Est. Cost $268.73 Unrealized
PTF INVESCO 0.1%
Value ($000) $840 Shares 13,560 Est. Cost $49.40 Unrealized
BSCQ INVESCO 0.1%
Value ($000) $819 Shares 42,701 Est. Cost $19.49 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $811 Shares 6,842 Est. Cost $63.19 Unrealized +84.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $800 Shares 16,949 Est. Cost $48.96 Unrealized -6.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $786 Shares 4,533 Est. Cost $126.28 Unrealized +29.4%
SCHD SCHWAB 0.1%
Value ($000) $778 Shares 10,000 Est. Cost $72.62 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $761 Shares 7,971 Est. Cost $73.75 Unrealized +28.7%
OGE OGE ENERGY CORP 0.1%
Value ($000) $761 Shares 21,313 Est. Cost $35.98 Unrealized -2.4%
CI CIGNA CORP 0.1%
Value ($000) $751 Shares 2,273 Est. Cost $251.12 Unrealized +33.1%
LQD ISHARES 0.1%
Value ($000) $738 Shares 6,889 Est. Cost $126.79 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $734 Shares 1,651 Est. Cost $286.43 Unrealized +39.1%
EQIX EQUINIX INC 0.1%
Value ($000) $730 Shares 965 Est. Cost $556.56 Unrealized +31.6%
VAW VANGUARD 0.1%
Value ($000) $722 Shares 3,749 Est. Cost $126.20 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $696 Shares 4,582 Est. Cost $101.63 Unrealized +33.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $693 Shares 1,254 Est. Cost $426.70 Unrealized +33.5%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $690 Shares 3,154 Est. Cost $125.90 Unrealized +70.7%
VCSH VANGUARD 0.1%
Value ($000) $663 Shares 8,586 Est. Cost $80.74 Unrealized
IWM ISHARES 0.1%
Value ($000) $663 Shares 3,268 Est. Cost $170.91 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $657 Shares 2,393 Est. Cost $137.11 Unrealized +77.8%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $653 Shares 11,714 Est. Cost $43.76 Unrealized +9.7%
QLTY 2023 ETF SERIES TRUST II 0.1%
Value ($000) $644 Shares 20,772 Est. Cost $31.02 Unrealized
EFA ISHARES 0.1%
Value ($000) $624 Shares 7,970 Est. Cost $63.52 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $620 Shares 1,390 Est. Cost $326.45 Unrealized +29.8%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $615 Shares 5,251 Est. Cost $69.41 Unrealized +53.8%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $594 Shares 1,096 Est. Cost $481.84 Unrealized +6.6%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $593 Shares 1,536 Est. Cost $278.05 Unrealized +27.5%
DON WISDOMTREE 0.1%
Value ($000) $592 Shares 12,652 Est. Cost $35.05 Unrealized
VNQI VANGUARD 0.1%
Value ($000) $581 Shares 14,311 Est. Cost $53.24 Unrealized
AGG ISHARES 0.1%
Value ($000) $569 Shares 5,858 Est. Cost $94.64 Unrealized
ESGD ISHARES 0.1%
Value ($000) $564 Shares 7,155 Est. Cost $72.93 Unrealized
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $556 Shares 2,456 Est. Cost $182.73 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $548 Shares 13,286 Est. Cost $38.15 Unrealized -4.4%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $543 Shares 978 Est. Cost $370.36 Unrealized +30.7%
VNQ VANGUARD 0.1%
Value ($000) $534 Shares 6,381 Est. Cost $82.62 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $492 Shares 1,122 Est. Cost $335.74 Unrealized +28.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $482 Shares 855 Est. Cost $445.37 Unrealized +19.7%
MTN VAIL RESORTS INC 0.1%
Value ($000) $477 Shares 2,647 Est. Cost $218.53 Unrealized -9.0%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $474 Shares 4,108 Est. Cost $57.67 Unrealized +83.6%
BSCS INVESCO 0.1%
Value ($000) $470 Shares 23,564 Est. Cost $20.15 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $470 Shares 2,414 Est. Cost $125.09 Unrealized +40.8%
JNK SPDR 0.1%
Value ($000) $467 Shares 4,949 Est. Cost $102.85 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $464 Shares 2,033 Est. Cost $110.64 Unrealized +87.7%
IWY ISHARES 0.1%
Value ($000) $456 Shares 2,126 Est. Cost $175.22 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $450 Shares 2,591 Est. Cost $137.01 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $446 Shares 3,541 Est. Cost $101.59 Unrealized +20.2%
BSCR INVESCO 0.1%
Value ($000) $446 Shares 23,188 Est. Cost $19.39 Unrealized
SCHM SCHWAB 0.1%
Value ($000) $444 Shares 5,700 Est. Cost $71.03 Unrealized
WFC WELLS FARGO CO 0.1%
Value ($000) $435 Shares 7,322 Est. Cost $39.80 Unrealized +42.9%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $431 Shares 4,249 Est. Cost $74.39 Unrealized +22.7%
WMB WILLIAMS COS INC 0.1%
Value ($000) $422 Shares 9,933 Est. Cost $23.57 Unrealized +59.9%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $421 Shares 20,185 Est. Cost $10.08 Unrealized +77.6%
IJH ISHARES 0.1%
Value ($000) $418 Shares 7,150 Est. Cost $82.42 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $413 Shares 8,122 Est. Cost $40.93 Unrealized +16.6%
CTAS CINTAS CORP 0.1%
Value ($000) $412 Shares 589 Est. Cost $62.54 Unrealized +169.5%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $410 Shares 3,259 Est. Cost $90.38 Unrealized +40.9%
SCHA SCHWAB 0.1%
Value ($000) $408 Shares 8,600 Est. Cost $43.80 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $407 Shares 1,908 Est. Cost $117.39 Unrealized +72.8%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $391 Shares 12,148 Est. Cost $28.27 Unrealized +15.1%
BANF BANCFIRST CORP 0.1%
Value ($000) $384 Shares 4,381 Est. Cost $47.33 Unrealized +78.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $378 Shares 2,850 Est. Cost $73.57 Unrealized +81.2%
LDUR PIMCO 0.0%
Value ($000) $375 Shares 3,958 Est. Cost $100.56 Unrealized
TJX TJX COS INC 0.0%
Value ($000) $374 Shares 3,395 Est. Cost $76.33 Unrealized +29.3%
CDW CDW CORP COM 0.0%
Value ($000) $372 Shares 1,663 Est. Cost $168.84 Unrealized +34.3%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $371 Shares 12,812 Est. Cost $24.47 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $369 Shares 3,561 Est. Cost $91.30 Unrealized +13.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $368 Shares 4,972 Est. Cost $35.83 Unrealized +60.9%
MGMT ABSOLUTE 0.0%
Value ($000) $365 Shares 10,183 Est. Cost $37.92 Unrealized
T AT&T INC 0.0%
Value ($000) $363 Shares 18,970 Est. Cost $15.82 Unrealized +2.2%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $361 Shares 3,733 Est. Cost $157.54 Unrealized -31.3%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $360 Shares 2,604 Est. Cost $107.53 Unrealized +16.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $356 Shares 3,921 Est. Cost $61.93 Unrealized +48.2%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $355 Shares 21,887 Est. Cost $10.13 Unrealized
ESGE ISHARES 0.0%
Value ($000) $348 Shares 10,390 Est. Cost $31.63 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $348 Shares 8,384 Est. Cost $56.07 Unrealized -26.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $339 Shares 6,922 Est. Cost $48.12 Unrealized -2.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $338 Shares 5,358 Est. Cost $35.70 Unrealized +68.7%
IJR ISHARES 0.0%
Value ($000) $338 Shares 3,168 Est. Cost $77.52 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $328 Shares 2,056 Est. Cost $141.32 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $326 Shares 775 Est. Cost $310.84 Unrealized +26.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $323 Shares 1,369 Est. Cost $88.19 Unrealized +139.8%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $323 Shares 3,841 Est. Cost $67.98 Unrealized +17.6%
NVO NOVO NORDISK A/S ADR 0.0%
Value ($000) $316 Shares 2,216 Est. Cost $109.41 Unrealized
TCHP T ROWE PRICE 0.0%
Value ($000) $315 Shares 8,143 Est. Cost $38.72 Unrealized
CEG CONSTELLATION ENERGY CORP. 0.0%
Value ($000) $315 Shares 1,574 Est. Cost $141.42 Unrealized +42.8%
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $313 Shares 816 Est. Cost $332.59 Unrealized 0.0%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $310 Shares 3,400 Est. Cost $81.48 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $309 Shares 1,768 Est. Cost $168.69 Unrealized -5.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $299 Shares 1,029 Est. Cost $224.30 Unrealized +26.6%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $298 Shares 362 Est. Cost $367.67 Unrealized +98.1%
VTV VANGUARD 0.0%
Value ($000) $296 Shares 1,848 Est. Cost $108.55 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $291 Shares 544 Est. Cost $455.16 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $290 Shares 3,167 Est. Cost $56.53 Unrealized +53.5%
RFG INVESCO 0.0%
Value ($000) $282 Shares 5,780 Est. Cost $67.17 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $281 Shares 6,603 Est. Cost $29.12 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $281 Shares 1,305 Est. Cost $168.41 Unrealized
BSMQ INVESCO 0.0%
Value ($000) $274 Shares 11,651 Est. Cost $23.73 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $272 Shares 5,093 Est. Cost $56.54 Unrealized -9.2%
VUG VANGUARD 0.0%
Value ($000) $269 Shares 720 Est. Cost $310.88 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $267 Shares 1,350 Est. Cost $199.96 Unrealized -12.6%
CME CME GROUP INC 0.0%
Value ($000) $257 Shares 1,306 Est. Cost $168.23 Unrealized +15.9%
MINT PIMCO 0.0%
Value ($000) $257 Shares 2,550 Est. Cost $100.54 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $256 Shares 2,775 Est. Cost $69.58 Unrealized +27.3%
FCNCA FIRST CITIZENS BANCSHARES INC NC 0.0%
Value ($000) $256 Shares 152 Est. Cost $1503.99 Unrealized +10.5%
RZG INVESCO 0.0%
Value ($000) $251 Shares 5,295 Est. Cost $65.68 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $250 Shares 462 Est. Cost $575.68 Unrealized 0.0%
VTI VANGUARD 0.0%
Value ($000) $250 Shares 933 Est. Cost $237.90 Unrealized
BSMO INVESCO 0.0%
Value ($000) $248 Shares 9,979 Est. Cost $24.89 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $247 Shares 1,828 Est. Cost $188.14 Unrealized -21.5%
CSL CARLISLE COS INC 0.0%
Value ($000) $247 Shares 609 Est. Cost $331.86 Unrealized +19.0%
BSCT INVESCO 0.0%
Value ($000) $243 Shares 13,375 Est. Cost $18.16 Unrealized
INVESCO 0.0%
Value ($000) $240 Shares 11,728 Est. Cost $20.43 Unrealized
INVESCO 0.0%
Value ($000) $238 Shares 9,779 Est. Cost $24.54 Unrealized
VT VANGUARD 0.0%
Value ($000) $237 Shares 2,102 Est. Cost $102.88 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $230 Shares 3,100 Est. Cost $68.22 Unrealized +8.5%
PEJ INVESCO 0.0%
Value ($000) $229 Shares 5,045 Est. Cost $41.93 Unrealized
CSX CSX CORP 0.0%
Value ($000) $226 Shares 6,765 Est. Cost $28.84 Unrealized +14.8%
AON AON PLC 0.0%
Value ($000) $226 Shares 769 Est. Cost $318.69 Unrealized -8.2%
IDU ISHARES 0.0%
Value ($000) $225 Shares 2,558 Est. Cost $79.93 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $221 Shares 1,276 Est. Cost $164.35 Unrealized +9.3%
APH AMPHENOL CORP 0.0%
Value ($000) $216 Shares 3,200 Est. Cost $62.23 Unrealized 0.0%
PDP INVESCO 0.0%
Value ($000) $205 Shares 2,095 Est. Cost $98.78 Unrealized
SPHD INVESCO 0.0%
Value ($000) $204 Shares 4,602 Est. Cost $44.40 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $203 Shares 3,187 Est. Cost $72.28 Unrealized -13.2%
ETN EATON CORP PLC 0.0%
Value ($000) $202 Shares 643 Est. Cost $267.60 Unrealized +18.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $200 Shares 3,341 Est. Cost $55.73 Unrealized 0.0%
DRD DRDGOLD LIMITED 0.0%
Value ($000) $185 Shares 21,500 Est. Cost $7.95 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $139 Shares 13,366 Est. Cost $37.10 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $123 Shares 30,201 Est. Cost $2.53 Unrealized
THE DUCKHORN PORTFOLIO INC 0.0%
Value ($000) $100 Shares 14,065 Est. Cost $7.10 Unrealized
SSRM SSR MINING INC 0.0%
Value ($000) $90 Shares 20,000 Est. Cost $12.15 Unrealized -57.8%
SAFETY SHOT INC 0.0%
Value ($000) $22 Shares 19,000 Est. Cost $2.39 Unrealized