Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $849,337 (100.0% shares, 0.0% debt)

Holdings (300)

AAPL APPLE INC 6.4%
Value ($000) $54,622 Shares 218,121 Est. Cost $87.25 Unrealized +168.8%
MSFT MICROSOFT CORP 5.7%
Value ($000) $48,590 Shares 115,278 Est. Cost $91.46 Unrealized +361.8%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $24,603 Shares 170,120 Est. Cost $132.05 Unrealized +13.3%
VEA VANGUARD 2.8%
Value ($000) $23,538 Shares 492,228 Est. Cost $39.53 Unrealized
GOOG ALPHABET INC 2.3%
Value ($000) $19,549 Shares 102,652 Est. Cost $108.47 Unrealized +62.0%
SPY SPDR S&P 500 (MKT) 2.1%
Value ($000) $17,846 Shares 30,449 Est. Cost $379.70 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $17,470 Shares 72,881 Est. Cost $93.06 Unrealized +145.0%
ABBV ABBVIE INC 2.0%
Value ($000) $16,607 Shares 93,454 Est. Cost $63.75 Unrealized +178.3%
WMT WALMART INC 1.7%
Value ($000) $14,453 Shares 159,963 Est. Cost $47.39 Unrealized +81.1%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $13,831 Shares 27,342 Est. Cost $254.91 Unrealized +116.9%
QCOM QUALCOMM INC 1.6%
Value ($000) $13,711 Shares 89,254 Est. Cost $66.99 Unrealized +138.1%
GOOGL ALPHABET INC 1.6%
Value ($000) $13,457 Shares 71,089 Est. Cost $109.18 Unrealized +59.5%
ORCL ORACLE CORP 1.5%
Value ($000) $12,856 Shares 77,148 Est. Cost $55.01 Unrealized +219.6%
HD HOME DEPOT INC 1.5%
Value ($000) $12,477 Shares 32,076 Est. Cost $162.29 Unrealized +144.8%
V VISA INC 1.4%
Value ($000) $12,312 Shares 38,957 Est. Cost $159.88 Unrealized +86.6%
AMZN AMAZON COM INC 1.3%
Value ($000) $11,050 Shares 50,369 Est. Cost $126.62 Unrealized +61.6%
NVDA NVIDIA CORP 1.1%
Value ($000) $9,022 Shares 67,185 Est. Cost $97.14 Unrealized +41.8%
META META PLATFORMS INC CL A 1.0%
Value ($000) $8,672 Shares 14,811 Est. Cost $256.08 Unrealized +128.3%
FISV FISERV INC 1.0%
Value ($000) $8,612 Shares 41,923 Est. Cost $100.60 Unrealized +102.9%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $8,353 Shares 28,534 Est. Cost $128.20 Unrealized +124.6%
MS MORGAN STANLEY 1.0%
Value ($000) $8,145 Shares 64,784 Est. Cost $51.41 Unrealized +132.5%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $7,913 Shares 26,663 Est. Cost $92.42 Unrealized +206.8%
VWO VANGUARD 0.9%
Value ($000) $7,433 Shares 168,769 Est. Cost $40.10 Unrealized
SBUX STARBUCKS CORP 0.9%
Value ($000) $7,360 Shares 80,652 Est. Cost $64.28 Unrealized +46.1%
OKE ONEOK INC 0.9%
Value ($000) $7,288 Shares 72,594 Est. Cost $48.91 Unrealized +98.0%
ACN ACCENTURE PLC A 0.9%
Value ($000) $7,254 Shares 20,621 Est. Cost $166.00 Unrealized +113.7%
MRK MERCK & CO INC 0.8%
Value ($000) $7,196 Shares 72,335 Est. Cost $67.81 Unrealized +45.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $7,192 Shares 66,860 Est. Cost $66.61 Unrealized +68.7%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $7,090 Shares 15,641 Est. Cost $204.25 Unrealized +126.1%
ABT ABBOTT LABS 0.8%
Value ($000) $6,984 Shares 61,741 Est. Cost $68.43 Unrealized +65.6%
DHR DANAHER CORP 0.8%
Value ($000) $6,840 Shares 29,796 Est. Cost $95.33 Unrealized +155.9%
UYLD ANGEL OAK 0.8%
Value ($000) $6,814 Shares 133,444 Est. Cost $50.84 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $6,800 Shares 114,873 Est. Cost $39.22 Unrealized +41.2%
IVV ISHARES 0.8%
Value ($000) $6,731 Shares 11,434 Est. Cost $298.63 Unrealized
RSP INVESCO 0.8%
Value ($000) $6,649 Shares 37,944 Est. Cost $143.14 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $6,428 Shares 38,340 Est. Cost $90.51 Unrealized +83.1%
MO ALTRIA GROUP INC 0.8%
Value ($000) $6,418 Shares 122,744 Est. Cost $38.49 Unrealized +26.8%
GM GENERAL MTRS CO 0.7%
Value ($000) $6,034 Shares 113,277 Est. Cost $51.50 Unrealized +0.5%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $5,460 Shares 21,532 Est. Cost $111.77 Unrealized +130.2%
GPC GENUINE PARTS CO 0.6%
Value ($000) $5,301 Shares 45,398 Est. Cost $107.96 Unrealized +11.3%
T AT&T INC 0.6%
Value ($000) $5,219 Shares 229,227 Est. Cost $21.04 Unrealized +2.2%
PAYC PAYCOM SOFTWARE INC 0.6%
Value ($000) $5,213 Shares 25,433 Est. Cost $50.84 Unrealized +297.5%
CVX CHEVRON CORP 0.6%
Value ($000) $5,090 Shares 35,144 Est. Cost $105.22 Unrealized +38.3%
VOO VANGUARD 0.6%
Value ($000) $4,969 Shares 9,222 Est. Cost $346.11 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.6%
Value ($000) $4,893 Shares 229,180 Est. Cost $14.75 Unrealized +38.6%
CMCSA COMCAST CORP 0.6%
Value ($000) $4,840 Shares 128,950 Est. Cost $39.73 Unrealized +0.7%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $4,821 Shares 26,287 Est. Cost $180.17 Unrealized +10.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value ($000) $4,566 Shares 30,643 Est. Cost $63.26 Unrealized +147.0%
IJK ISHARES 0.5%
Value ($000) $4,554 Shares 50,080 Est. Cost $90.93 Unrealized
SCZ ISHARES 0.5%
Value ($000) $4,535 Shares 74,658 Est. Cost $54.41 Unrealized
TIP ISHARES 0.5%
Value ($000) $4,308 Shares 40,427 Est. Cost $115.98 Unrealized
JEPI JPMORGAN 0.5%
Value ($000) $4,303 Shares 74,789 Est. Cost $54.28 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $4,295 Shares 37,700 Est. Cost $77.86 Unrealized +56.7%
DE DEERE & CO 0.5%
Value ($000) $4,152 Shares 9,800 Est. Cost $314.33 Unrealized +31.7%
MCD MCDONALD'S CORP 0.5%
Value ($000) $4,091 Shares 14,112 Est. Cost $140.22 Unrealized +107.0%
BAC BANK OF AMERICA CORPORATION 0.5%
Value ($000) $3,982 Shares 90,597 Est. Cost $30.96 Unrealized +38.3%
IVW ISHARES 0.5%
Value ($000) $3,903 Shares 38,440 Est. Cost $64.10 Unrealized
VIG VANGUARD 0.5%
Value ($000) $3,898 Shares 19,907 Est. Cost $107.47 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $3,810 Shares 28,183 Est. Cost $114.47 Unrealized +19.4%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $3,758 Shares 40,679 Est. Cost $52.00 Unrealized +67.3%
SPDW SPDR 0.4%
Value ($000) $3,751 Shares 109,894 Est. Cost $28.84 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,749 Shares 11,029 Est. Cost $213.89 Unrealized +72.8%
USB US BANCORP 0.4%
Value ($000) $3,731 Shares 78,006 Est. Cost $37.63 Unrealized +23.9%
CARY ANGEL OAK 0.4%
Value ($000) $3,727 Shares 181,030 Est. Cost $20.59 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $3,670 Shares 17,279 Est. Cost $138.21 Unrealized +57.6%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $3,633 Shares 20,372 Est. Cost $87.33 Unrealized +95.4%
CAT CATERPILLAR INC 0.4%
Value ($000) $3,568 Shares 9,836 Est. Cost $110.78 Unrealized +244.6%
DIS WALT DISNEY CO 0.4%
Value ($000) $3,518 Shares 31,595 Est. Cost $111.31 Unrealized -7.0%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $3,442 Shares 40,332 Est. Cost $108.78 Unrealized -22.9%
VTIP VANGUARD 0.4%
Value ($000) $3,427 Shares 70,773 Est. Cost $51.77 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $3,414 Shares 14,970 Est. Cost $164.81 Unrealized +39.7%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $3,408 Shares 17,674 Est. Cost $117.78 Unrealized +60.7%
GLW CORNING INC 0.4%
Value ($000) $3,392 Shares 71,375 Est. Cost $26.76 Unrealized +73.2%
VB VANGUARD 0.4%
Value ($000) $3,215 Shares 13,382 Est. Cost $176.08 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $3,206 Shares 5,598 Est. Cost $228.70 Unrealized +138.2%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $3,170 Shares 14,033 Est. Cost $113.32 Unrealized +79.7%
PEP PEPSICO INC 0.4%
Value ($000) $3,157 Shares 20,760 Est. Cost $106.54 Unrealized +46.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,011 Shares 42,000 Est. Cost $64.16 Unrealized +16.9%
VCIT VANGUARD 0.3%
Value ($000) $2,909 Shares 36,244 Est. Cost $91.08 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $2,909 Shares 36,854 Est. Cost $58.63 Unrealized +35.2%
MET METLIFE INC 0.3%
Value ($000) $2,772 Shares 33,857 Est. Cost $36.19 Unrealized +122.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,745 Shares 5,649 Est. Cost $350.67 Unrealized +50.3%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,724 Shares 6 Est. Cost $279327.44 Unrealized +147.9%
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $2,701 Shares 21,421 Est. Cost $103.24 Unrealized +18.5%
BINC BLACKROCK 0.3%
Value ($000) $2,642 Shares 50,794 Est. Cost $52.02 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $2,633 Shares 10,101 Est. Cost $189.33 Unrealized +51.1%
PCAR PACCAR INC 0.3%
Value ($000) $2,559 Shares 24,602 Est. Cost $45.79 Unrealized +126.8%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $2,473 Shares 8,240 Est. Cost $195.54 Unrealized +77.1%
HPQ HP INC COM 0.3%
Value ($000) $2,368 Shares 72,561 Est. Cost $27.30 Unrealized +25.3%
LOW LOWES COS INC 0.3%
Value ($000) $2,347 Shares 9,510 Est. Cost $96.13 Unrealized +172.1%
IRM IRON MTN INC COM 0.3%
Value ($000) $2,329 Shares 22,155 Est. Cost $46.63 Unrealized +141.9%
KO COCA-COLA CO 0.3%
Value ($000) $2,316 Shares 37,200 Est. Cost $35.89 Unrealized +75.8%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,305 Shares 53,125 Est. Cost $40.50 Unrealized +4.5%
PFE PFIZER INC 0.3%
Value ($000) $2,261 Shares 85,228 Est. Cost $24.97 Unrealized +0.6%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $2,224 Shares 79,371 Est. Cost $29.17 Unrealized -2.2%
AFL AFLAC INC 0.3%
Value ($000) $2,221 Shares 21,475 Est. Cost $47.39 Unrealized +124.6%
URI UNITED RENTALS INC 0.3%
Value ($000) $2,218 Shares 3,149 Est. Cost $485.30 Unrealized +65.9%
CRM SALESFORCE COM INC 0.3%
Value ($000) $2,209 Shares 6,607 Est. Cost $157.99 Unrealized +100.5%
SCHX SCHWAB 0.3%
Value ($000) $2,192 Shares 94,572 Est. Cost $38.49 Unrealized
IEFA ISHARES 0.3%
Value ($000) $2,133 Shares 30,357 Est. Cost $59.67 Unrealized
LYB LYONDELLBASELL INDUST NV CLASS A 0.3%
Value ($000) $2,126 Shares 28,624 Est. Cost $78.83 Unrealized -4.0%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $2,023 Shares 28,009 Est. Cost $74.98 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,990 Shares 20,063 Est. Cost $66.50 Unrealized +53.8%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,982 Shares 7,173 Est. Cost $201.61 Unrealized +39.6%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,969 Shares 2,551 Est. Cost $466.13 Unrealized +76.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,946 Shares 10,692 Est. Cost $131.95 Unrealized +43.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,938 Shares 18,350 Est. Cost $111.75 Unrealized -5.1%
VOX VANGUARD 0.2%
Value ($000) $1,903 Shares 12,280 Est. Cost $95.76 Unrealized
GVI ISHARES 0.2%
Value ($000) $1,886 Shares 18,096 Est. Cost $111.44 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $1,886 Shares 1,779 Est. Cost $78.27 Unrealized +158.8%
VPU VANGUARD 0.2%
Value ($000) $1,849 Shares 11,317 Est. Cost $112.65 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,839 Shares 56,189 Est. Cost $23.33 Unrealized +56.2%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,829 Shares 34,465 Est. Cost $52.90 Unrealized +4.8%
HEI/A HEICO CORP 0.2%
Value ($000) $1,770 Shares 9,510 Est. Cost $72.61 Unrealized +177.3%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $1,717 Shares 2,411 Est. Cost $631.12 Unrealized +32.2%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,708 Shares 16,371 Est. Cost $63.68 Unrealized
KR KROGER CO 0.2%
Value ($000) $1,609 Shares 26,306 Est. Cost $45.00 Unrealized +27.4%
DHI DR HORTON INC 0.2%
Value ($000) $1,606 Shares 11,485 Est. Cost $63.45 Unrealized +160.0%
IEMG ISHARES 0.2%
Value ($000) $1,596 Shares 30,558 Est. Cost $48.35 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $1,559 Shares 2,960 Est. Cost $286.68 Unrealized +79.5%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,520 Shares 26,470 Est. Cost $58.91 Unrealized -0.1%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,481 Shares 32,999 Est. Cost $60.73 Unrealized -11.7%
FDX FEDEX CORP 0.2%
Value ($000) $1,473 Shares 5,235 Est. Cost $222.61 Unrealized +22.1%
MCK MCKESSON CORP 0.2%
Value ($000) $1,453 Shares 2,549 Est. Cost $248.59 Unrealized +124.2%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $1,444 Shares 11,652 Est. Cost $69.75 Unrealized +70.6%
RTX RTX CORPORATION 0.2%
Value ($000) $1,437 Shares 12,417 Est. Cost $88.29 Unrealized +33.9%
CMI CUMMINS INC 0.2%
Value ($000) $1,422 Shares 4,080 Est. Cost $206.40 Unrealized +66.4%
IDEV ISHARES 0.2%
Value ($000) $1,420 Shares 22,027 Est. Cost $63.79 Unrealized
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,405 Shares 5,038 Est. Cost $90.79 Unrealized +199.1%
DAL DELTA AIR LINES INC 0.2%
Value ($000) $1,404 Shares 23,201 Est. Cost $36.27 Unrealized +60.8%
AVGO BROADCOM INC 0.2%
Value ($000) $1,395 Shares 6,015 Est. Cost $171.91 Unrealized +6.4%
RVTY REVVITY INC 0.2%
Value ($000) $1,389 Shares 12,445 Est. Cost $140.37 Unrealized -16.5%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,364 Shares 6,350 Est. Cost $193.47 Unrealized +4.9%
JMBS JANUS HENDERSON 0.2%
Value ($000) $1,343 Shares 30,397 Est. Cost $52.28 Unrealized
LEN LENNAR CORP 0.2%
Value ($000) $1,329 Shares 9,743 Est. Cost $118.96 Unrealized +34.3%
BA BOEING CO 0.2%
Value ($000) $1,292 Shares 7,297 Est. Cost $181.87 Unrealized -13.7%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,280 Shares 1,397 Est. Cost $308.99 Unrealized +198.6%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $1,270 Shares 5,777 Est. Cost $110.11 Unrealized +96.5%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,245 Shares 10,152 Est. Cost $68.62 Unrealized +88.2%
BLK BLACKROCK INC 0.1%
Value ($000) $1,218 Shares 1,188 Est. Cost $991.05 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,213 Shares 21,454 Est. Cost $53.94 Unrealized -2.5%
BSCQ INVESCO 0.1%
Value ($000) $1,203 Shares 61,896 Est. Cost $19.47 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,181 Shares 14,037 Est. Cost $74.61 Unrealized +35.7%
EEM ISHARES 0.1%
Value ($000) $1,174 Shares 28,067 Est. Cost $41.51 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,125 Shares 4,792 Est. Cost $191.26 Unrealized +29.9%
VIGI VANGUARD 0.1%
Value ($000) $1,120 Shares 14,001 Est. Cost $66.12 Unrealized
WFC WELLS FARGO CO 0.1%
Value ($000) $1,036 Shares 14,756 Est. Cost $53.34 Unrealized +25.0%
IWR ISHARES 0.1%
Value ($000) $1,035 Shares 11,712 Est. Cost $68.92 Unrealized
QLTY 2023 ETF SERIES TRUST II 0.1%
Value ($000) $1,032 Shares 32,272 Est. Cost $31.36 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,013 Shares 3,938 Est. Cost $126.80 Unrealized +110.4%
ICSH ISHARES 0.1%
Value ($000) $1,000 Shares 19,837 Est. Cost $50.41 Unrealized
PTF INVESCO 0.1%
Value ($000) $984 Shares 13,560 Est. Cost $49.40 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.1%
Value ($000) $969 Shares 4,199 Est. Cost $180.53 Unrealized +20.8%
BBY BEST BUY CO INC 0.1%
Value ($000) $958 Shares 11,169 Est. Cost $59.83 Unrealized +43.5%
QQQ INVESCO 0.1%
Value ($000) $953 Shares 1,864 Est. Cost $272.76 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $952 Shares 3,330 Est. Cost $276.08 Unrealized 0.0%
CI CIGNA CORP 0.1%
Value ($000) $949 Shares 3,435 Est. Cost $271.51 Unrealized +14.7%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $945 Shares 2,558 Est. Cost $118.01 Unrealized +233.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $941 Shares 6,710 Est. Cost $63.19 Unrealized +117.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $917 Shares 1,757 Est. Cost $300.57 Unrealized +73.3%
EQIX EQUINIX INC 0.1%
Value ($000) $888 Shares 942 Est. Cost $556.56 Unrealized +61.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $836 Shares 20,269 Est. Cost $35.98 Unrealized +15.7%
BSCS INVESCO 0.1%
Value ($000) $821 Shares 40,760 Est. Cost $20.14 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $804 Shares 6,660 Est. Cost $143.89 Unrealized 0.0%
SRLN SPDR 0.1%
Value ($000) $788 Shares 18,894 Est. Cost $41.73 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $780 Shares 4,527 Est. Cost $101.63 Unrealized +63.0%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $766 Shares 12,296 Est. Cost $44.48 Unrealized +32.7%
TCHP T ROWE PRICE 0.1%
Value ($000) $763 Shares 18,127 Est. Cost $40.59 Unrealized
BSCR INVESCO 0.1%
Value ($000) $760 Shares 38,997 Est. Cost $19.43 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $740 Shares 6,151 Est. Cost $88.68 Unrealized +36.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $732 Shares 5,588 Est. Cost $119.59 Unrealized +8.8%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $732 Shares 4,490 Est. Cost $126.28 Unrealized +39.7%
IWM ISHARES 0.1%
Value ($000) $721 Shares 3,262 Est. Cost $170.91 Unrealized
ASML ASML HOLDING NV 0.1%
Value ($000) $712 Shares 1,027 Est. Cost $726.33 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $710 Shares 1,536 Est. Cost $278.05 Unrealized +68.5%
AEP AMERICAN ELECTRIC POWER CO INC 0.1%
Value ($000) $709 Shares 7,692 Est. Cost $93.11 Unrealized 0.0%
VAW VANGUARD 0.1%
Value ($000) $704 Shares 3,749 Est. Cost $126.20 Unrealized
DON WISDOMTREE 0.1%
Value ($000) $694 Shares 13,624 Est. Cost $36.19 Unrealized
BSCT INVESCO 0.1%
Value ($000) $693 Shares 37,789 Est. Cost $18.28 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $693 Shares 2,259 Est. Cost $137.11 Unrealized +135.0%
LQD ISHARES 0.1%
Value ($000) $684 Shares 6,402 Est. Cost $126.79 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $674 Shares 22,792 Est. Cost $25.16 Unrealized
VCSH VANGUARD 0.1%
Value ($000) $660 Shares 8,463 Est. Cost $80.74 Unrealized
AGG ISHARES 0.1%
Value ($000) $653 Shares 6,739 Est. Cost $94.94 Unrealized
AVB AVALONBAY COMMUNITIES INC 0.1%
Value ($000) $637 Shares 2,894 Est. Cost $216.25 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $624 Shares 1,252 Est. Cost $326.45 Unrealized +54.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $612 Shares 1,176 Est. Cost $426.70 Unrealized +28.3%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $611 Shares 5,153 Est. Cost $69.41 Unrealized +68.1%
EFA ISHARES 0.1%
Value ($000) $603 Shares 7,970 Est. Cost $63.52 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $575 Shares 14,374 Est. Cost $38.24 Unrealized +3.0%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $571 Shares 2,456 Est. Cost $182.73 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $568 Shares 6,381 Est. Cost $82.62 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $560 Shares 2,311 Est. Cost $200.50 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $552 Shares 2,950 Est. Cost $125.90 Unrealized +58.2%
VNQI VANGUARD 0.1%
Value ($000) $550 Shares 13,912 Est. Cost $53.24 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $550 Shares 10,204 Est. Cost $50.03 Unrealized +8.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $544 Shares 1,475 Est. Cost $463.19 Unrealized -11.6%
WMB WILLIAMS COS INC 0.1%
Value ($000) $532 Shares 9,833 Est. Cost $23.57 Unrealized +119.4%
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $518 Shares 2,625 Est. Cost $137.80 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $517 Shares 5,076 Est. Cost $73.75 Unrealized +43.7%
GIS GENERAL MILLS INC 0.1%
Value ($000) $516 Shares 8,091 Est. Cost $64.08 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $487 Shares 2,596 Est. Cost $129.86 Unrealized +48.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $481 Shares 5,390 Est. Cost $94.78 Unrealized 0.0%
SCHM SCHWAB 0.1%
Value ($000) $474 Shares 17,100 Est. Cost $42.15 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $473 Shares 8,002 Est. Cost $40.93 Unrealized +42.6%
MTN VAIL RESORTS INC 0.1%
Value ($000) $471 Shares 2,510 Est. Cost $218.53 Unrealized -18.1%
LIN LINDE PLC 0.1%
Value ($000) $470 Shares 1,122 Est. Cost $335.74 Unrealized +33.6%
JNK SPDR 0.1%
Value ($000) $468 Shares 4,898 Est. Cost $102.85 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $466 Shares 2,867 Est. Cost $157.37 Unrealized 0.0%
IWN ISHARES 0.1%
Value ($000) $465 Shares 2,831 Est. Cost $164.17 Unrealized
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $465 Shares 4,108 Est. Cost $57.67 Unrealized +89.1%
BANF BANCFIRST CORP 0.1%
Value ($000) $464 Shares 3,959 Est. Cost $47.33 Unrealized +142.8%
IWY ISHARES 0.1%
Value ($000) $457 Shares 1,942 Est. Cost $175.22 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $457 Shares 1,131 Est. Cost $199.96 Unrealized +60.9%
MGMT ABSOLUTE 0.1%
Value ($000) $446 Shares 10,728 Est. Cost $38.10 Unrealized
SCHA SCHWAB 0.1%
Value ($000) $445 Shares 17,200 Est. Cost $34.83 Unrealized
IJH ISHARES 0.1%
Value ($000) $444 Shares 7,124 Est. Cost $82.42 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $442 Shares 850 Est. Cost $445.37 Unrealized +22.2%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $442 Shares 20,185 Est. Cost $10.08 Unrealized +92.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $441 Shares 5,790 Est. Cost $33.84 Unrealized 0.0%
TJX TJX COS INC 0.1%
Value ($000) $436 Shares 3,606 Est. Cost $78.75 Unrealized +49.5%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $434 Shares 975 Est. Cost $370.36 Unrealized +33.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $432 Shares 2,033 Est. Cost $110.64 Unrealized +95.9%
EATON VANCE 0.1%
Value ($000) $430 Shares 17,900 Est. Cost $24.05 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $427 Shares 1,287 Est. Cost $307.39 Unrealized +12.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $418 Shares 6,197 Est. Cost $57.94 Unrealized +11.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $416 Shares 6,959 Est. Cost $63.61 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $414 Shares 3,380 Est. Cost $101.59 Unrealized +21.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $413 Shares 13,445 Est. Cost $28.50 Unrealized +7.6%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $412 Shares 21,040 Est. Cost $10.13 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $412 Shares 4,552 Est. Cost $67.13 Unrealized +48.1%
BSMQ INVESCO 0.0%
Value ($000) $407 Shares 17,271 Est. Cost $23.68 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $402 Shares 12,812 Est. Cost $24.47 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $400 Shares 636 Est. Cost $534.06 Unrealized +18.8%
FCNCA FIRST CITIZENS BANCSHARES INC NC 0.0%
Value ($000) $397 Shares 188 Est. Cost $1615.32 Unrealized +29.1%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $394 Shares 3,841 Est. Cost $67.98 Unrealized +45.6%
YUM YUM BRANDS INC 0.0%
Value ($000) $382 Shares 2,850 Est. Cost $73.57 Unrealized +79.8%
LDUR PIMCO 0.0%
Value ($000) $376 Shares 3,958 Est. Cost $100.56 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $373 Shares 3,561 Est. Cost $91.30 Unrealized +13.9%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $370 Shares 2,167 Est. Cost $176.51 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $367 Shares 775 Est. Cost $310.84 Unrealized +52.2%
IJR ISHARES 0.0%
Value ($000) $365 Shares 3,168 Est. Cost $77.52 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $365 Shares 1,808 Est. Cost $117.39 Unrealized +79.8%
DOV DOVER CORP 0.0%
Value ($000) $363 Shares 1,933 Est. Cost $193.06 Unrealized 0.0%
SCHD SCHWAB 0.0%
Value ($000) $362 Shares 13,242 Est. Cost $61.53 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $354 Shares 5,190 Est. Cost $35.70 Unrealized +108.4%
CATH GLOBAL X 0.0%
Value ($000) $354 Shares 5,000 Est. Cost $70.84 Unrealized
ESGD ISHARES 0.0%
Value ($000) $352 Shares 4,627 Est. Cost $72.93 Unrealized
CEG CONSTELLATION ENERGY CORP. 0.0%
Value ($000) $346 Shares 1,546 Est. Cost $141.42 Unrealized +75.2%
INVESCO 0.0%
Value ($000) $345 Shares 16,723 Est. Cost $20.50 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $337 Shares 3,167 Est. Cost $56.53 Unrealized +91.8%
STX SEAGATE TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $319 Shares 3,697 Est. Cost $98.15 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value ($000) $316 Shares 6,603 Est. Cost $29.12 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $310 Shares 544 Est. Cost $455.16 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $303 Shares 1,306 Est. Cost $168.23 Unrealized +30.6%
VTV VANGUARD 0.0%
Value ($000) $302 Shares 1,783 Est. Cost $108.55 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $295 Shares 1,532 Est. Cost $118.36 Unrealized +60.4%
VUG VANGUARD 0.0%
Value ($000) $293 Shares 713 Est. Cost $310.88 Unrealized
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $291 Shares 3,400 Est. Cost $81.48 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $287 Shares 3,100 Est. Cost $68.22 Unrealized +47.6%
RFG INVESCO 0.0%
Value ($000) $280 Shares 5,780 Est. Cost $67.17 Unrealized
MMM 3M CO 0.0%
Value ($000) $277 Shares 2,146 Est. Cost $128.38 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $274 Shares 6,836 Est. Cost $42.94 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $272 Shares 2,390 Est. Cost $118.54 Unrealized 0.0%
INVESCO 0.0%
Value ($000) $268 Shares 10,949 Est. Cost $24.53 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $267 Shares 1,014 Est. Cost $224.30 Unrealized +25.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $266 Shares 2,469 Est. Cost $67.63 Unrealized +60.9%
BSCU INVESCO 0.0%
Value ($000) $265 Shares 16,205 Est. Cost $16.37 Unrealized
IFF INTERNATIONAL FLAVORS & 0.0%
Value ($000) $265 Shares 3,135 Est. Cost $91.45 Unrealized 0.0%
PEJ INVESCO 0.0%
Value ($000) $263 Shares 5,045 Est. Cost $41.93 Unrealized
RZG INVESCO 0.0%
Value ($000) $262 Shares 5,295 Est. Cost $65.68 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $262 Shares 3,406 Est. Cost $56.11 Unrealized +34.6%
VTI VANGUARD 0.0%
Value ($000) $259 Shares 893 Est. Cost $237.90 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $257 Shares 1,477 Est. Cost $168.84 Unrealized +13.1%
MINT PIMCO 0.0%
Value ($000) $256 Shares 2,550 Est. Cost $100.54 Unrealized
BSMR INVESCO 0.0%
Value ($000) $256 Shares 10,840 Est. Cost $23.60 Unrealized
VT VANGUARD 0.0%
Value ($000) $247 Shares 2,102 Est. Cost $102.88 Unrealized
IDU ISHARES 0.0%
Value ($000) $246 Shares 2,558 Est. Cost $79.93 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $241 Shares 11,987 Est. Cost $20.14 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $239 Shares 462 Est. Cost $575.68 Unrealized -2.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $234 Shares 6,114 Est. Cost $48.96 Unrealized -17.3%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $228 Shares 362 Est. Cost $367.67 Unrealized +82.0%
PDP INVESCO 0.0%
Value ($000) $225 Shares 2,095 Est. Cost $98.78 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $223 Shares 1,369 Est. Cost $88.19 Unrealized +103.2%
FTV FORTIVE CORP COM 0.0%
Value ($000) $222 Shares 2,962 Est. Cost $35.83 Unrealized +59.4%
SPHD INVESCO 0.0%
Value ($000) $220 Shares 4,551 Est. Cost $44.40 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $217 Shares 3,134 Est. Cost $72.28 Unrealized +1.0%
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value ($000) $214 Shares 3,814 Est. Cost $55.70 Unrealized 0.0%
VYM VANGUARD 0.0%
Value ($000) $214 Shares 1,678 Est. Cost $127.59 Unrealized
BXP BOSTON PROPERTIES INC PREF SHARE 0.0%
Value ($000) $210 Shares 2,827 Est. Cost $76.27 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $205 Shares 2,775 Est. Cost $69.58 Unrealized +0.6%
CSX CSX CORP 0.0%
Value ($000) $203 Shares 6,300 Est. Cost $28.84 Unrealized +16.8%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $202 Shares 1,150 Est. Cost $175.97 Unrealized 0.0%
DRD DRDGOLD LIMITED 0.0%
Value ($000) $186 Shares 21,500 Est. Cost $7.95 Unrealized
NUVEEN 0.0%
Value ($000) $140 Shares 14,000 Est. Cost $10.02 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $140 Shares 13,366 Est. Cost $37.10 Unrealized
SSRM SSR MINING INC 0.0%
Value ($000) $139 Shares 20,000 Est. Cost $12.15 Unrealized -48.8%
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $126 Shares 13,049 Est. Cost $9.65 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $116 Shares 30,201 Est. Cost $2.53 Unrealized
SAFETY SHOT INC 0.0%
Value ($000) $14 Shares 19,000 Est. Cost $2.39 Unrealized