Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $943,550 (100.0% shares, 0.0% debt)

Holdings (299)

MSFT MICROSOFT CORP 5.7%
Value ($000) $53,636 Shares 103,554 Est. Cost $91.46 Unrealized +456.2%
AAPL APPLE INC 5.6%
Value ($000) $52,612 Shares 206,621 Est. Cost $93.29 Unrealized +141.8%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $31,989 Shares 172,523 Est. Cost $132.44 Unrealized +28.0%
SPY SPDR S&P 500 (MKT) 2.9%
Value ($000) $27,437 Shares 41,186 Est. Cost $441.11 Unrealized
VEA VANGUARD 2.6%
Value ($000) $24,885 Shares 415,310 Est. Cost $39.53 Unrealized
GOOG ALPHABET INC 2.5%
Value ($000) $23,312 Shares 95,719 Est. Cost $108.47 Unrealized +93.5%
ABBV ABBVIE INC 2.3%
Value ($000) $21,846 Shares 94,350 Est. Cost $71.97 Unrealized +180.6%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $21,475 Shares 68,081 Est. Cost $95.59 Unrealized +209.6%
GOOGL ALPHABET INC 1.8%
Value ($000) $16,727 Shares 68,807 Est. Cost $109.18 Unrealized +91.6%
ORCL ORACLE CORP 1.8%
Value ($000) $16,559 Shares 58,878 Est. Cost $55.01 Unrealized +362.0%
WMT WALMART INC 1.7%
Value ($000) $15,663 Shares 151,984 Est. Cost $47.39 Unrealized +109.4%
QCOM QUALCOMM INC 1.5%
Value ($000) $14,197 Shares 85,341 Est. Cost $68.31 Unrealized +130.1%
RSP INVESCO 1.5%
Value ($000) $13,766 Shares 72,569 Est. Cost $160.88 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $12,859 Shares 31,735 Est. Cost $162.29 Unrealized +139.8%
V VISA INC 1.3%
Value ($000) $12,277 Shares 35,963 Est. Cost $161.96 Unrealized +113.1%
AMZN AMAZON COM INC 1.2%
Value ($000) $11,491 Shares 52,332 Est. Cost $129.91 Unrealized +74.2%
META META PLATFORMS INC CL A 1.2%
Value ($000) $11,273 Shares 15,350 Est. Cost $272.14 Unrealized +173.1%
UYLD ANGEL OAK 1.2%
Value ($000) $11,119 Shares 217,399 Est. Cost $50.95 Unrealized
MO ALTRIA GROUP INC 1.1%
Value ($000) $10,419 Shares 157,715 Est. Cost $41.95 Unrealized +46.4%
NVDA NVIDIA CORP 1.1%
Value ($000) $10,275 Shares 55,072 Est. Cost $97.14 Unrealized +79.4%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $9,481 Shares 27,458 Est. Cost $255.46 Unrealized +17.0%
GPC GENUINE PARTS CO 0.9%
Value ($000) $8,046 Shares 58,055 Est. Cost $111.75 Unrealized +18.5%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $7,981 Shares 15,875 Est. Cost $210.04 Unrealized +130.6%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $7,886 Shares 115,259 Est. Cost $39.60 Unrealized +70.1%
ABT ABBOTT LABS 0.8%
Value ($000) $7,776 Shares 58,057 Est. Cost $68.43 Unrealized +90.9%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $7,720 Shares 23,243 Est. Cost $92.42 Unrealized +242.5%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $7,594 Shares 25,873 Est. Cost $128.20 Unrealized +132.3%
T AT&T INC 0.8%
Value ($000) $7,476 Shares 264,729 Est. Cost $21.50 Unrealized +30.6%
URI UNITED RENTALS INC 0.8%
Value ($000) $7,315 Shares 7,662 Est. Cost $602.99 Unrealized +47.3%
IVV ISHARES 0.8%
Value ($000) $7,303 Shares 10,911 Est. Cost $298.63 Unrealized
IJK ISHARES 0.8%
Value ($000) $7,251 Shares 75,620 Est. Cost $89.84 Unrealized
VWO VANGUARD 0.8%
Value ($000) $7,246 Shares 133,748 Est. Cost $40.10 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $6,998 Shares 62,062 Est. Cost $66.61 Unrealized +64.7%
GM GENERAL MTRS CO 0.7%
Value ($000) $6,933 Shares 113,717 Est. Cost $51.43 Unrealized +8.0%
SBUX STARBUCKS CORP 0.7%
Value ($000) $6,614 Shares 78,182 Est. Cost $64.28 Unrealized +37.8%
FISV FISERV INC 0.7%
Value ($000) $6,544 Shares 50,753 Est. Cost $110.90 Unrealized +29.2%
MRK MERCK & CO INC 0.6%
Value ($000) $6,106 Shares 72,745 Est. Cost $68.12 Unrealized +18.9%
BINC ISHARES 0.6%
Value ($000) $6,102 Shares 114,609 Est. Cost $52.60 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $5,928 Shares 29,899 Est. Cost $98.61 Unrealized +101.2%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $5,924 Shares 38,552 Est. Cost $92.08 Unrealized +68.2%
VOO VANGUARD 0.6%
Value ($000) $5,678 Shares 9,272 Est. Cost $346.11 Unrealized
PSX PHILLIPS 66 0.6%
Value ($000) $5,647 Shares 41,516 Est. Cost $81.22 Unrealized +55.6%
HPE HEWLETT PACKARD ENTERPRISE CO 0.6%
Value ($000) $5,595 Shares 227,791 Est. Cost $14.75 Unrealized +48.3%
CAT CATERPILLAR INC 0.6%
Value ($000) $5,583 Shares 11,701 Est. Cost $151.63 Unrealized +180.5%
CVX CHEVRON CORP 0.6%
Value ($000) $5,454 Shares 35,121 Est. Cost $106.52 Unrealized +43.0%
PCAR PACCAR INC 0.6%
Value ($000) $5,438 Shares 55,314 Est. Cost $72.75 Unrealized +33.2%
ACN ACCENTURE PLC A 0.5%
Value ($000) $4,969 Shares 20,151 Est. Cost $166.00 Unrealized +57.0%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $4,908 Shares 111,675 Est. Cost $40.99 Unrealized +3.7%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value ($000) $4,882 Shares 28,975 Est. Cost $64.89 Unrealized +173.9%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $4,867 Shares 25,305 Est. Cost $180.49 Unrealized +13.3%
SCZ ISHARES 0.5%
Value ($000) $4,840 Shares 63,087 Est. Cost $54.41 Unrealized
SPDW SPDR 0.5%
Value ($000) $4,691 Shares 109,619 Est. Cost $28.84 Unrealized
VCIT VANGUARD 0.5%
Value ($000) $4,583 Shares 54,488 Est. Cost $88.54 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $4,573 Shares 17,537 Est. Cost $111.77 Unrealized +130.2%
USB US BANCORP 0.5%
Value ($000) $4,558 Shares 94,317 Est. Cost $39.05 Unrealized +18.7%
IVW ISHARES 0.5%
Value ($000) $4,548 Shares 37,676 Est. Cost $64.59 Unrealized
OKE ONEOK INC 0.5%
Value ($000) $4,455 Shares 61,050 Est. Cost $48.91 Unrealized +53.4%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $4,373 Shares 39,400 Est. Cost $53.25 Unrealized +110.9%
TCHP T ROWE PRICE 0.5%
Value ($000) $4,321 Shares 88,397 Est. Cost $44.38 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $4,292 Shares 5,390 Est. Cost $250.48 Unrealized +193.4%
VIG VANGUARD 0.5%
Value ($000) $4,248 Shares 19,685 Est. Cost $108.62 Unrealized
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $4,198 Shares 19,749 Est. Cost $92.80 Unrealized +134.7%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $4,175 Shares 80,929 Est. Cost $30.96 Unrealized +56.2%
CMCSA COMCAST CORP 0.4%
Value ($000) $4,051 Shares 128,936 Est. Cost $39.73 Unrealized -16.5%
JEPI JPMORGAN 0.4%
Value ($000) $3,882 Shares 67,988 Est. Cost $54.32 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $3,821 Shares 19,016 Est. Cost $121.95 Unrealized +60.5%
QLTY 2023 ETF SERIES TRUST II 0.4%
Value ($000) $3,800 Shares 105,004 Est. Cost $33.40 Unrealized
MCD MCDONALD'S CORP 0.4%
Value ($000) $3,764 Shares 12,386 Est. Cost $140.22 Unrealized +115.0%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,513 Shares 10,146 Est. Cost $213.89 Unrealized +64.3%
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,509 Shares 46,550 Est. Cost $61.67 Unrealized +10.0%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $3,505 Shares 8,224 Est. Cost $197.50 Unrealized +95.7%
DIS WALT DISNEY CO 0.4%
Value ($000) $3,489 Shares 30,473 Est. Cost $111.04 Unrealized +5.4%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $3,465 Shares 14,661 Est. Cost $164.81 Unrealized +35.4%
VB VANGUARD 0.4%
Value ($000) $3,383 Shares 13,306 Est. Cost $176.08 Unrealized
CARY ANGEL OAK 0.3%
Value ($000) $3,282 Shares 156,943 Est. Cost $20.60 Unrealized
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $3,190 Shares 23,824 Est. Cost $75.96 Unrealized +38.9%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,187 Shares 42,222 Est. Cost $64.58 Unrealized +11.8%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $3,057 Shares 15,169 Est. Cost $138.21 Unrealized +47.6%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $3,017 Shares 6 Est. Cost $279327.44 Unrealized +160.2%
PEP PEPSICO INC 0.3%
Value ($000) $3,007 Shares 21,409 Est. Cost $107.61 Unrealized +30.5%
ES EVERSOURCE ENERGY 0.3%
Value ($000) $2,859 Shares 40,189 Est. Cost $58.39 Unrealized +9.9%
VTIP VANGUARD 0.3%
Value ($000) $2,845 Shares 56,197 Est. Cost $51.77 Unrealized
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $2,812 Shares 41,938 Est. Cost $105.96 Unrealized -33.6%
TIP ISHARES 0.3%
Value ($000) $2,800 Shares 25,176 Est. Cost $115.98 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,733 Shares 13,421 Est. Cost $143.11 Unrealized +33.8%
AVGO BROADCOM INC 0.3%
Value ($000) $2,651 Shares 8,037 Est. Cost $205.58 Unrealized +48.7%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $2,646 Shares 12,570 Est. Cost $116.23 Unrealized +78.2%
AMGN AMGEN INC 0.3%
Value ($000) $2,621 Shares 9,286 Est. Cost $189.33 Unrealized +51.4%
FAST FASTENAL CO 0.3%
Value ($000) $2,596 Shares 52,944 Est. Cost $45.52 Unrealized +3.1%
MET METLIFE INC 0.3%
Value ($000) $2,495 Shares 30,296 Est. Cost $36.19 Unrealized +115.3%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,463 Shares 53,862 Est. Cost $40.54 Unrealized +9.4%
BBY BEST BUY CO INC 0.3%
Value ($000) $2,447 Shares 32,363 Est. Cost $71.98 Unrealized -2.7%
MS MORGAN STANLEY 0.3%
Value ($000) $2,446 Shares 15,390 Est. Cost $57.28 Unrealized +155.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $2,358 Shares 3,091 Est. Cost $534.37 Unrealized +38.9%
TGT TARGET CORP 0.2%
Value ($000) $2,329 Shares 25,969 Est. Cost $113.51 Unrealized -14.8%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $2,293 Shares 13,703 Est. Cost $79.12 Unrealized +61.5%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $2,287 Shares 65,236 Est. Cost $24.82 Unrealized +35.5%
AFL AFLAC INC 0.2%
Value ($000) $2,282 Shares 20,432 Est. Cost $47.39 Unrealized +119.8%
LOW LOWES COS INC 0.2%
Value ($000) $2,257 Shares 8,982 Est. Cost $96.13 Unrealized +154.0%
INTERPUBLIC GROUP OF COS INC 0.2%
Value ($000) $2,173 Shares 77,842 Est. Cost $29.17 Unrealized -12.2%
FDX FEDEX CORP 0.2%
Value ($000) $2,167 Shares 9,189 Est. Cost $219.14 Unrealized +4.2%
IRM IRON MTN INC COM 0.2%
Value ($000) $2,156 Shares 21,154 Est. Cost $46.63 Unrealized +103.1%
BA BOEING CO 0.2%
Value ($000) $2,153 Shares 9,974 Est. Cost $180.73 Unrealized +24.8%
IEFA ISHARES 0.2%
Value ($000) $2,143 Shares 24,540 Est. Cost $59.67 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $2,131 Shares 12,737 Est. Cost $92.18 Unrealized +67.4%
KO COCA-COLA CO 0.2%
Value ($000) $2,125 Shares 32,042 Est. Cost $35.89 Unrealized +89.2%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $2,112 Shares 61,291 Est. Cost $30.12 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $2,102 Shares 20,265 Est. Cost $93.85 Unrealized +10.0%
CB CHUBB LIMITED COM 0.2%
Value ($000) $2,001 Shares 7,088 Est. Cost $209.09 Unrealized +31.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,996 Shares 21,102 Est. Cost $69.69 Unrealized +33.9%
HPQ HP INC COM 0.2%
Value ($000) $1,971 Shares 72,394 Est. Cost $27.30 Unrealized -4.3%
SCHX SCHWAB 0.2%
Value ($000) $1,968 Shares 74,718 Est. Cost $38.49 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,963 Shares 77,056 Est. Cost $24.97 Unrealized -3.3%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,928 Shares 33,910 Est. Cost $52.90 Unrealized +10.6%
KTOS KRATOS DEFENSE SECURITY 0.2%
Value ($000) $1,918 Shares 20,990 Est. Cost $30.35 Unrealized +111.0%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,918 Shares 8,091 Est. Cost $183.95 Unrealized +36.7%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,914 Shares 11,239 Est. Cost $75.54 Unrealized +95.7%
DE DEERE & CO 0.2%
Value ($000) $1,911 Shares 4,180 Est. Cost $331.44 Unrealized +47.7%
MCK MCKESSON CORP 0.2%
Value ($000) $1,907 Shares 2,469 Est. Cost $248.59 Unrealized +182.8%
MA MASTERCARD INC 0.2%
Value ($000) $1,886 Shares 3,316 Est. Cost $330.67 Unrealized +73.4%
DHI DR HORTON INC 0.2%
Value ($000) $1,883 Shares 11,114 Est. Cost $67.16 Unrealized +133.2%
GVI ISHARES 0.2%
Value ($000) $1,824 Shares 16,979 Est. Cost $111.44 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $1,803 Shares 1,959 Est. Cost $93.38 Unrealized +100.0%
VOX VANGUARD 0.2%
Value ($000) $1,780 Shares 9,481 Est. Cost $95.76 Unrealized
KR KROGER CO 0.2%
Value ($000) $1,738 Shares 25,783 Est. Cost $45.00 Unrealized +53.5%
INTC INTEL CORP 0.2%
Value ($000) $1,671 Shares 49,796 Est. Cost $20.82 Unrealized +16.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,667 Shares 16,923 Est. Cost $111.75 Unrealized -11.8%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,661 Shares 6,378 Est. Cost $133.98 Unrealized +99.7%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.2%
Value ($000) $1,637 Shares 5,059 Est. Cost $195.24 Unrealized +70.1%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,589 Shares 5,290 Est. Cost $204.14 Unrealized +35.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $1,578 Shares 5,591 Est. Cost $112.78 Unrealized +130.1%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,568 Shares 6,673 Est. Cost $195.76 Unrealized +20.1%
BLK BLACKROCK INC 0.2%
Value ($000) $1,556 Shares 1,335 Est. Cost $995.52 Unrealized +11.4%
IEMG ISHARES 0.2%
Value ($000) $1,555 Shares 23,591 Est. Cost $48.35 Unrealized
GEV GE VERNOVA LLC 0.2%
Value ($000) $1,534 Shares 2,494 Est. Cost $509.84 Unrealized +18.8%
VPU VANGUARD 0.2%
Value ($000) $1,505 Shares 7,946 Est. Cost $112.65 Unrealized
WFC WELLS FARGO CO 0.2%
Value ($000) $1,491 Shares 17,794 Est. Cost $56.77 Unrealized +41.7%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,442 Shares 16,099 Est. Cost $63.68 Unrealized
BSCT INVESCO 0.2%
Value ($000) $1,440 Shares 76,561 Est. Cost $18.49 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $1,422 Shares 2,529 Est. Cost $621.40 Unrealized -9.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,405 Shares 8,683 Est. Cost $136.95 Unrealized +17.8%
EEM ISHARES 0.1%
Value ($000) $1,398 Shares 26,180 Est. Cost $41.51 Unrealized
BSCS INVESCO 0.1%
Value ($000) $1,393 Shares 67,697 Est. Cost $20.27 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $1,383 Shares 11,176 Est. Cost $84.41 Unrealized +29.6%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $1,369 Shares 16,507 Est. Cost $78.65 Unrealized 0.0%
IDEV ISHARES 0.1%
Value ($000) $1,362 Shares 16,983 Est. Cost $63.79 Unrealized
DAL DELTA AIR LINES INC 0.1%
Value ($000) $1,352 Shares 23,829 Est. Cost $37.77 Unrealized +50.5%
ETN EATON CORP PLC 0.1%
Value ($000) $1,332 Shares 3,560 Est. Cost $313.40 Unrealized +15.9%
BCSF BAIN CAPITAL SPECIALTY FINANCE 0.1%
Value ($000) $1,301 Shares 91,325 Est. Cost $13.69 Unrealized +2.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,267 Shares 2,834 Est. Cost $387.20 Unrealized +23.9%
BSCQ INVESCO 0.1%
Value ($000) $1,266 Shares 64,727 Est. Cost $19.48 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,234 Shares 2,471 Est. Cost $350.67 Unrealized +27.8%
LEN LENNAR CORP 0.1%
Value ($000) $1,218 Shares 9,660 Est. Cost $118.96 Unrealized +3.9%
VGT VANGUARD 0.1%
Value ($000) $1,215 Shares 1,627 Est. Cost $594.40 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $1,213 Shares 14,526 Est. Cost $103.24 Unrealized -14.6%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,191 Shares 1,287 Est. Cost $308.99 Unrealized +209.6%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,184 Shares 14,522 Est. Cost $76.29 Unrealized -2.6%
VIGI VANGUARD 0.1%
Value ($000) $1,184 Shares 13,215 Est. Cost $66.12 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,173 Shares 3,356 Est. Cost $276.08 Unrealized +24.4%
IWR ISHARES 0.1%
Value ($000) $1,155 Shares 11,959 Est. Cost $69.88 Unrealized
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $1,132 Shares 2,682 Est. Cost $128.16 Unrealized +232.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,129 Shares 25,037 Est. Cost $54.18 Unrealized -16.0%
BSCR INVESCO 0.1%
Value ($000) $1,122 Shares 56,931 Est. Cost $19.49 Unrealized
QQQ INVESCO 0.1%
Value ($000) $1,119 Shares 1,864 Est. Cost $272.76 Unrealized
PTF INVESCO 0.1%
Value ($000) $1,015 Shares 13,560 Est. Cost $49.40 Unrealized
JMBS JANUS HENDERSON 0.1%
Value ($000) $1,000 Shares 21,899 Est. Cost $52.28 Unrealized
ASML ASML HOLDING NV 0.1%
Value ($000) $994 Shares 1,027 Est. Cost $726.33 Unrealized
RVTY REVVITY INC 0.1%
Value ($000) $986 Shares 11,252 Est. Cost $140.37 Unrealized -35.4%
OGE OGE ENERGY CORP 0.1%
Value ($000) $966 Shares 20,874 Est. Cost $37.50 Unrealized +19.4%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $953 Shares 3,099 Est. Cost $126.80 Unrealized +123.4%
CI CIGNA CORP 0.1%
Value ($000) $951 Shares 3,298 Est. Cost $274.51 Unrealized +6.8%
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $927 Shares 3,320 Est. Cost $163.09 Unrealized
BSCU INVESCO 0.1%
Value ($000) $907 Shares 53,676 Est. Cost $16.66 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $890 Shares 6,784 Est. Cost $73.12 Unrealized +85.3%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $876 Shares 2,259 Est. Cost $137.11 Unrealized +165.3%
INTU INTUIT INC 0.1%
Value ($000) $860 Shares 1,259 Est. Cost $603.10 Unrealized +19.3%
AEP AMERICAN ELECTRIC POWER CO INC 0.1%
Value ($000) $829 Shares 7,373 Est. Cost $94.31 Unrealized +14.7%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $826 Shares 2,324 Est. Cost $202.63 Unrealized
VYM VANGUARD 0.1%
Value ($000) $797 Shares 5,657 Est. Cost $128.55 Unrealized
IWM ISHARES 0.1%
Value ($000) $790 Shares 3,265 Est. Cost $170.91 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $780 Shares 5,330 Est. Cost $136.19 Unrealized +10.5%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $735 Shares 12,296 Est. Cost $44.48 Unrealized +31.1%
BSCV INVESCO 0.1%
Value ($000) $717 Shares 42,990 Est. Cost $16.62 Unrealized
SRLN SPDR 0.1%
Value ($000) $714 Shares 17,164 Est. Cost $41.73 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $710 Shares 11,611 Est. Cost $51.75 Unrealized +12.7%
EQIX EQUINIX INC 0.1%
Value ($000) $701 Shares 895 Est. Cost $556.56 Unrealized +39.1%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $692 Shares 2,456 Est. Cost $182.73 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $673 Shares 1,387 Est. Cost $422.47 Unrealized +10.0%
VCSH VANGUARD 0.1%
Value ($000) $672 Shares 8,413 Est. Cost $80.74 Unrealized
AGG ISHARES 0.1%
Value ($000) $670 Shares 6,682 Est. Cost $95.20 Unrealized
VTV VANGUARD 0.1%
Value ($000) $661 Shares 3,543 Est. Cost $140.44 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $652 Shares 1,425 Est. Cost $278.05 Unrealized +61.2%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $626 Shares 4,152 Est. Cost $112.23 Unrealized +18.8%
WMB WILLIAMS COS INC 0.1%
Value ($000) $625 Shares 9,863 Est. Cost $24.96 Unrealized +131.6%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $607 Shares 1,248 Est. Cost $329.44 Unrealized +62.0%
LQD ISHARES 0.1%
Value ($000) $600 Shares 5,386 Est. Cost $126.79 Unrealized
MGMT ABSOLUTE 0.1%
Value ($000) $585 Shares 13,277 Est. Cost $38.25 Unrealized
TJX TJX COS INC 0.1%
Value ($000) $572 Shares 3,954 Est. Cost $83.46 Unrealized +58.5%
GSK GSK PLC ADR 0.1%
Value ($000) $569 Shares 13,175 Est. Cost $43.16 Unrealized
EFA ISHARES 0.1%
Value ($000) $564 Shares 6,037 Est. Cost $63.52 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $562 Shares 6,150 Est. Cost $82.62 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $547 Shares 1,231 Est. Cost $210.79 Unrealized +64.5%
LIN LINDE PLC 0.1%
Value ($000) $543 Shares 1,143 Est. Cost $338.21 Unrealized +39.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $536 Shares 4,231 Est. Cost $63.19 Unrealized +117.1%
STX SEAGATE TECHNOLOGIES HOLDINGS 0.1%
Value ($000) $530 Shares 2,244 Est. Cost $98.15 Unrealized +72.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $524 Shares 2,133 Est. Cost $118.30 Unrealized +102.0%
IWY ISHARES 0.1%
Value ($000) $520 Shares 1,900 Est. Cost $175.22 Unrealized
CEG CONSTELLATION ENERGY CORP. 0.1%
Value ($000) $509 Shares 1,546 Est. Cost $141.42 Unrealized +127.8%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $508 Shares 7,533 Est. Cost $42.09 Unrealized +51.8%
EOG EOG RESOURCES INC 0.1%
Value ($000) $507 Shares 4,524 Est. Cost $104.41 Unrealized +13.0%
SCHM SCHWAB 0.1%
Value ($000) $507 Shares 17,100 Est. Cost $42.15 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $501 Shares 3,959 Est. Cost $47.33 Unrealized +170.7%
DON WISDOMTREE 0.1%
Value ($000) $484 Shares 9,256 Est. Cost $36.19 Unrealized
GLW CORNING INC 0.1%
Value ($000) $482 Shares 5,879 Est. Cost $26.76 Unrealized +142.8%
INVESCO 0.1%
Value ($000) $482 Shares 23,279 Est. Cost $20.55 Unrealized
FCNCA FIRST CITIZENS BANCSHARES INC NC 0.1%
Value ($000) $481 Shares 269 Est. Cost $1713.12 Unrealized +14.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $478 Shares 7,655 Est. Cost $63.26 Unrealized +0.2%
IJH ISHARES 0.1%
Value ($000) $477 Shares 7,308 Est. Cost $81.99 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $477 Shares 3,867 Est. Cost $149.98 Unrealized -18.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $474 Shares 4,713 Est. Cost $94.78 Unrealized +4.6%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $467 Shares 1,554 Est. Cost $221.51 Unrealized +23.1%
BSMQ INVESCO 0.0%
Value ($000) $464 Shares 19,636 Est. Cost $23.67 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $457 Shares 2,486 Est. Cost $129.86 Unrealized +48.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $433 Shares 8,591 Est. Cost $63.23 Unrealized -21.8%
BSMR INVESCO 0.0%
Value ($000) $429 Shares 18,148 Est. Cost $23.59 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $424 Shares 850 Est. Cost $445.37 Unrealized +19.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $419 Shares 5,191 Est. Cost $57.94 Unrealized +23.1%
DRD DRDGOLD LIMITED 0.0%
Value ($000) $416 Shares 15,073 Est. Cost $7.95 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $412 Shares 20,185 Est. Cost $10.08 Unrealized +111.5%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $410 Shares 13,847 Est. Cost $21.41 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $410 Shares 3,044 Est. Cost $72.25 Unrealized +76.3%
CATH GLOBAL X 0.0%
Value ($000) $405 Shares 5,000 Est. Cost $70.84 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $405 Shares 2,494 Est. Cost $88.68 Unrealized +86.3%
SCHA SCHWAB 0.0%
Value ($000) $400 Shares 14,329 Est. Cost $34.83 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $390 Shares 362 Est. Cost $367.67 Unrealized +153.0%
VLTO VERALTO CORP 0.0%
Value ($000) $390 Shares 3,662 Est. Cost $73.75 Unrealized +42.7%
VAW VANGUARD 0.0%
Value ($000) $389 Shares 1,899 Est. Cost $126.20 Unrealized
EATON VANCE 0.0%
Value ($000) $388 Shares 15,875 Est. Cost $24.07 Unrealized
SSRM SSR MINING INC 0.0%
Value ($000) $385 Shares 15,774 Est. Cost $12.15 Unrealized +39.3%
IJR ISHARES 0.0%
Value ($000) $376 Shares 3,168 Est. Cost $77.52 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $375 Shares 4,540 Est. Cost $67.13 Unrealized +22.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $372 Shares 1,685 Est. Cost $117.39 Unrealized +90.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $371 Shares 3,406 Est. Cost $56.11 Unrealized +80.6%
MCO MOODYS CORP 0.0%
Value ($000) $369 Shares 775 Est. Cost $310.84 Unrealized +61.7%
TSLX SIXTH STREET SPECIALTY LENDING 0.0%
Value ($000) $363 Shares 15,889 Est. Cost $21.99 Unrealized +9.4%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $361 Shares 21,040 Est. Cost $10.13 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $357 Shares 2,350 Est. Cost $73.57 Unrealized +98.6%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $350 Shares 3,181 Est. Cost $58.63 Unrealized +82.2%
VUG VANGUARD 0.0%
Value ($000) $342 Shares 713 Est. Cost $310.88 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $341 Shares 1,263 Est. Cost $168.23 Unrealized +60.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $340 Shares 13,066 Est. Cost $28.50 Unrealized -7.1%
CMI CUMMINS INC 0.0%
Value ($000) $338 Shares 800 Est. Cost $206.40 Unrealized +84.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $338 Shares 1,752 Est. Cost $145.16 Unrealized +20.2%
MMM 3M CO 0.0%
Value ($000) $333 Shares 2,146 Est. Cost $128.38 Unrealized +19.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $332 Shares 3,235 Est. Cost $57.67 Unrealized +78.3%
VNQI VANGUARD 0.0%
Value ($000) $328 Shares 6,880 Est. Cost $53.24 Unrealized
JNK SPDR 0.0%
Value ($000) $328 Shares 3,347 Est. Cost $102.85 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $324 Shares 544 Est. Cost $455.16 Unrealized
BSMS INVESCO 0.0%
Value ($000) $322 Shares 13,745 Est. Cost $23.22 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $318 Shares 2,554 Est. Cost $119.59 Unrealized +6.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $312 Shares 1,926 Est. Cost $125.90 Unrealized +35.6%
PEJ INVESCO 0.0%
Value ($000) $306 Shares 5,045 Est. Cost $41.93 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $305 Shares 866 Est. Cost $370.76 Unrealized -3.2%
RFG INVESCO 0.0%
Value ($000) $294 Shares 5,780 Est. Cost $67.17 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $291 Shares 462 Est. Cost $575.68 Unrealized +3.3%
RZG INVESCO 0.0%
Value ($000) $288 Shares 5,295 Est. Cost $65.68 Unrealized
VT VANGUARD 0.0%
Value ($000) $287 Shares 2,086 Est. Cost $102.88 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $286 Shares 2,568 Est. Cost $56.53 Unrealized +86.6%
IDU ISHARES 0.0%
Value ($000) $284 Shares 2,558 Est. Cost $79.93 Unrealized
VTI VANGUARD 0.0%
Value ($000) $284 Shares 864 Est. Cost $237.90 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $278 Shares 1,357 Est. Cost $157.45 Unrealized +14.8%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $274 Shares 1,938 Est. Cost $159.69 Unrealized
SCHD SCHWAB 0.0%
Value ($000) $271 Shares 9,916 Est. Cost $61.53 Unrealized
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $268 Shares 3,000 Est. Cost $81.48 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $260 Shares 3,100 Est. Cost $68.22 Unrealized +32.8%
MINT PIMCO 0.0%
Value ($000) $257 Shares 2,550 Est. Cost $100.54 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $253 Shares 13,366 Est. Cost $14.51 Unrealized 0.0%
VO VANGUARD 0.0%
Value ($000) $252 Shares 859 Est. Cost $293.74 Unrealized
PDP INVESCO 0.0%
Value ($000) $247 Shares 2,095 Est. Cost $98.78 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $247 Shares 1,340 Est. Cost $160.55 Unrealized 0.0%
INVESCO 0.0%
Value ($000) $246 Shares 10,034 Est. Cost $24.53 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $241 Shares 706 Est. Cost $272.45 Unrealized +15.2%
OGS ONE GAS INC COM 0.0%
Value ($000) $238 Shares 2,942 Est. Cost $74.90 Unrealized 0.0%
XLI SELECT SECTOR SPDR 0.0%
Value ($000) $235 Shares 1,526 Est. Cost $131.07 Unrealized
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $235 Shares 5,536 Est. Cost $42.37 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $232 Shares 14,799 Est. Cost $10.13 Unrealized
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $229 Shares 1,708 Est. Cost $176.51 Unrealized -18.9%
CDW CDW CORP COM 0.0%
Value ($000) $225 Shares 1,415 Est. Cost $168.84 Unrealized -0.0%
CSX CSX CORP 0.0%
Value ($000) $224 Shares 6,300 Est. Cost $29.78 Unrealized +13.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $216 Shares 2,775 Est. Cost $69.58 Unrealized +12.3%
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $213 Shares 2,185 Est. Cost $100.88 Unrealized +2.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $212 Shares 1,713 Est. Cost $119.80 Unrealized 0.0%
XLV SELECT SECTOR SPDR 0.0%
Value ($000) $210 Shares 1,510 Est. Cost $139.17 Unrealized
SPHD INVESCO 0.0%
Value ($000) $207 Shares 4,180 Est. Cost $49.45 Unrealized
BXP BOSTON PROPERTIES INC PREF SHARE 0.0%
Value ($000) $204 Shares 2,750 Est. Cost $69.22 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $204 Shares 4,530 Est. Cost $43.37 Unrealized 0.0%
BSMT INVESCO 0.0%
Value ($000) $203 Shares 8,781 Est. Cost $23.10 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $182 Shares 30,201 Est. Cost $2.53 Unrealized
SAFETY SHOT INC 0.0%
Value ($000) $5 Shares 19,000 Est. Cost $2.39 Unrealized