Heritage Trust Co Diversified Active

Location: Oklahoma City, OK

CIK: 0001706028 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $997M (100.0% shares, 0.0% debt)

Holdings (308)

AAPL APPLE INC 5.7%
Value $57.15M Shares 225,204 Est. Cost $111.49 Unrealized +135.7%
JNJ JOHNSON & JOHNSON 4.2%
Value $41.69M Shares 170,542 Est. Cost $132.44 Unrealized +72.1%
MSFT MICROSOFT CORP 3.9%
Value $39.17M Shares 105,807 Est. Cost $100.90 Unrealized +330.7%
SPY STATE STREET SPDR S&P 500 2.9%
Value $29.19M Shares 44,891 Est. Cost $460.10 Unrealized
VEA VANGUARD 2.9%
Value $28.49M Shares 444,563 Est. Cost $41.07 Unrealized
GOOG ALPHABET INC 2.7%
Value $26.71M Shares 93,099 Est. Cost $108.47 Unrealized +198.4%
ABBV ABBVIE INC 2.0%
Value $20.39M Shares 93,730 Est. Cost $71.97 Unrealized +209.3%
JPM JPMORGAN CHASE & CO 2.0%
Value $19.89M Shares 67,601 Est. Cost $95.59 Unrealized +225.8%
RSP INVESCO 1.9%
Value $19.28M Shares 100,456 Est. Cost $169.44 Unrealized
WMT WALMART INC 1.8%
Value $18.31M Shares 147,333 Est. Cost $47.39 Unrealized +157.5%
GOOGL ALPHABET INC 1.8%
Value $17.49M Shares 60,825 Est. Cost $109.18 Unrealized +196.1%
UYLD ANGEL OAK 1.5%
Value $15.15M Shares 296,790 Est. Cost $51.00 Unrealized
AMZN AMAZON COM INC 1.2%
Value $11.87M Shares 56,998 Est. Cost $137.86 Unrealized +64.5%
QCOM QUALCOMM INC 1.1%
Value $11.04M Shares 85,754 Est. Cost $69.74 Unrealized +120.7%
HD HOME DEPOT INC 1.1%
Value $10.9M Shares 33,154 Est. Cost $169.86 Unrealized +121.9%
MO ALTRIA GROUP INC 1.1%
Value $10.88M Shares 164,864 Est. Cost $42.90 Unrealized +46.9%
V VISA INC 1.1%
Value $10.64M Shares 35,220 Est. Cost $161.96 Unrealized +103.2%
XOM EXXON MOBIL CORP 1.0%
Value $10.37M Shares 61,130 Est. Cost $66.61 Unrealized +108.3%
VCIT VANGUARD 1.0%
Value $10.24M Shares 123,699 Est. Cost $85.79 Unrealized
MRK MERCK & CO INC 1.0%
Value $9.799M Shares 81,460 Est. Cost $72.39 Unrealized +57.9%
GM GENERAL MTRS CO 1.0%
Value $9.49M Shares 127,378 Est. Cost $53.60 Unrealized +53.4%
NVDA NVIDIA CORP 0.9%
Value $9.371M Shares 53,731 Est. Cost $97.14 Unrealized +92.1%
CSCO CISCO SYSTEMS INC 0.9%
Value $9.174M Shares 118,233 Est. Cost $40.62 Unrealized +91.8%
CAT CATERPILLAR INC 0.9%
Value $8.956M Shares 12,641 Est. Cost $188.86 Unrealized +262.4%
ORCL ORACLE CORPORATION 0.9%
Value $8.871M Shares 60,303 Est. Cost $60.88 Unrealized +178.6%
META META PLATFORMS INC CL A 0.9%
Value $8.843M Shares 15,456 Est. Cost $277.92 Unrealized +135.9%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value $8.463M Shares 17,661 Est. Cost $241.03 Unrealized +104.7%
BINC ISHARES 0.8%
Value $8.232M Shares 158,527 Est. Cost $52.58 Unrealized
IVV ISHARES 0.8%
Value $7.98M Shares 12,216 Est. Cost $337.24 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value $7.766M Shares 28,702 Est. Cost $258.57 Unrealized +19.4%
T AT&T INC 0.8%
Value $7.692M Shares 265,344 Est. Cost $21.50 Unrealized +19.8%
DELL DELL TECHNOLOGIES INC 0.8%
Value $7.663M Shares 46,689 Est. Cost $128.63 Unrealized -7.5%
PSX PHILLIPS 66 0.7%
Value $7.428M Shares 40,774 Est. Cost $81.22 Unrealized +81.1%
VWO VANGUARD 0.7%
Value $7.401M Shares 136,920 Est. Cost $40.82 Unrealized
IJK ISHARES 0.7%
Value $7.373M Shares 73,272 Est. Cost $90.19 Unrealized
SBUX STARBUCKS CORP 0.7%
Value $7.336M Shares 81,888 Est. Cost $66.38 Unrealized +41.0%
CVX CHEVRON CORP 0.7%
Value $7.208M Shares 34,838 Est. Cost $106.52 Unrealized +61.3%
PCAR PACCAR INC 0.7%
Value $7.187M Shares 62,223 Est. Cost $76.00 Unrealized +61.8%
QLTY 2023 ETF SERIES TRUST II 0.7%
Value $6.794M Shares 187,784 Est. Cost $35.29 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.7%
Value $6.784M Shares 33,391 Est. Cost $154.14 Unrealized +56.2%
AXP AMERICAN EXPRESS CO 0.7%
Value $6.593M Shares 21,798 Est. Cost $92.42 Unrealized +285.4%
HPE HEWLETT PACKARD ENTERPRISE CO 0.6%
Value $6.112M Shares 256,709 Est. Cost $15.66 Unrealized +40.9%
GPC GENUINE PARTS CO 0.6%
Value $6.102M Shares 57,702 Est. Cost $111.75 Unrealized +19.5%
GILD GILEAD SCIENCES INC 0.6%
Value $5.988M Shares 42,964 Est. Cost $58.84 Unrealized +135.2%
ABT ABBOTT LABORATORIES 0.6%
Value $5.954M Shares 57,988 Est. Cost $68.43 Unrealized +68.7%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $5.851M Shares 116,553 Est. Cost $40.97 Unrealized +7.0%
OKE ONEOK INC 0.6%
Value $5.728M Shares 63,367 Est. Cost $49.81 Unrealized +57.7%
URI UNITED RENTALS INC 0.6%
Value $5.588M Shares 7,670 Est. Cost $606.60 Unrealized +45.5%
DHR DANAHER CORP 0.6%
Value $5.573M Shares 29,391 Est. Cost $98.61 Unrealized +127.8%
LRCX LAM RESEARCH CORP 0.6%
Value $5.536M Shares 25,911 Est. Cost $86.44 Unrealized +161.4%
GS GOLDMAN SACHS GROUP INC 0.5%
Value $5.312M Shares 6,279 Est. Cost $348.04 Unrealized +168.0%
USB US BANCORP 0.5%
Value $5.279M Shares 101,501 Est. Cost $40.20 Unrealized +40.9%
VOO VANGUARD 0.5%
Value $5.265M Shares 8,811 Est. Cost $362.23 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value $5.244M Shares 36,306 Est. Cost $92.08 Unrealized +64.8%
TCHP T ROWE PRICE 0.5%
Value $5.206M Shares 117,825 Est. Cost $45.17 Unrealized
SPDW SPDR 0.5%
Value $4.79M Shares 104,933 Est. Cost $28.84 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value $4.672M Shares 29,705 Est. Cost $68.61 Unrealized +140.5%
MU MICRON TECHNOLOGY INC 0.5%
Value $4.629M Shares 13,702 Est. Cost $92.35 Unrealized +319.1%
SCZ ISHARES 0.5%
Value $4.568M Shares 58,255 Est. Cost $54.41 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value $4.269M Shares 20,514 Est. Cost $127.32 Unrealized +76.7%
ITW ILLINOIS TOOL WORKS INC 0.4%
Value $4.242M Shares 16,298 Est. Cost $111.77 Unrealized +144.5%
CARY ANGEL OAK 0.4%
Value $4.021M Shares 193,577 Est. Cost $20.64 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value $4.006M Shares 43,131 Est. Cost $64.97 Unrealized +34.2%
BAC BANK OF AMERICA CORPORATION 0.4%
Value $3.996M Shares 81,972 Est. Cost $31.43 Unrealized +70.7%
ACN ACCENTURE PLC A 0.4%
Value $3.989M Shares 20,116 Est. Cost $166.00 Unrealized +52.5%
VIG VANGUARD 0.4%
Value $3.982M Shares 18,514 Est. Cost $108.62 Unrealized
AMT AMERICAN TOWER CORP 0.4%
Value $3.948M Shares 22,879 Est. Cost $180.49 Unrealized -3.2%
VLO VALERO ENERGY CORP 0.4%
Value $3.929M Shares 15,903 Est. Cost $104.47 Unrealized +81.9%
DVN DEVON ENERGY CORP 0.4%
Value $3.888M Shares 77,258 Est. Cost $28.02 Unrealized +43.7%
HCA HCA HEALTHCARE INC 0.4%
Value $3.75M Shares 7,924 Est. Cost $197.50 Unrealized +152.1%
MCD MCDONALD'S CORP 0.4%
Value $3.727M Shares 11,993 Est. Cost $140.22 Unrealized +126.3%
PEP PEPSICO INC 0.4%
Value $3.689M Shares 23,754 Est. Cost $111.47 Unrealized +38.8%
CVS CVS HEALTH CORP 0.4%
Value $3.642M Shares 50,712 Est. Cost $63.12 Unrealized +23.5%
GEV GE VERNOVA LLC 0.4%
Value $3.624M Shares 4,152 Est. Cost $585.21 Unrealized +25.9%
COF CAPITAL ONE FINANCIAL 0.4%
Value $3.536M Shares 19,384 Est. Cost $92.80 Unrealized +140.6%
OMC OMNICOM GROUP INC 0.4%
Value $3.533M Shares 46,911 Est. Cost $75.98 Unrealized +0.7%
UNP UNION PAC CORP 0.4%
Value $3.515M Shares 14,488 Est. Cost $164.81 Unrealized +47.6%
DE DEERE & CO 0.3%
Value $3.478M Shares 6,175 Est. Cost $390.38 Unrealized +41.2%
TGT TARGET CORP 0.3%
Value $3.426M Shares 28,265 Est. Cost $111.81 Unrealized -2.3%
IVW ISHARES 0.3%
Value $3.417M Shares 30,213 Est. Cost $64.59 Unrealized
JEPI JPMORGAN 0.3%
Value $3.349M Shares 59,082 Est. Cost $54.32 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value $3.204M Shares 69,697 Est. Cost $41.85 Unrealized +22.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value $3.203M Shares 9,992 Est. Cost $213.89 Unrealized +66.1%
RTX RTX CORPORATION 0.3%
Value $3.124M Shares 16,197 Est. Cost $115.21 Unrealized +70.7%
FDX FEDEX CORP 0.3%
Value $3.079M Shares 8,644 Est. Cost $220.34 Unrealized +53.8%
IRM IRON MTN INC COM 0.3%
Value $3.044M Shares 29,798 Est. Cost $59.38 Unrealized +40.2%
AVGO BROADCOM INC 0.3%
Value $3.028M Shares 9,782 Est. Cost $231.00 Unrealized +44.7%
LLY ELI LILLY & CO 0.3%
Value $3.027M Shares 3,291 Est. Cost $616.94 Unrealized +69.7%
BP BP PLC SPONSORED ADR 0.3%
Value $2.938M Shares 62,504 Est. Cost $30.20 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value $2.916M Shares 12,903 Est. Cost $118.71 Unrealized +90.3%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $2.88M Shares 16,606 Est. Cost $142.31 Unrealized +27.4%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value $2.873M Shares 6 Est. Cost $279327.44 Unrealized +165.1%
PANW PALO ALTO NETWORKS INC 0.3%
Value $2.834M Shares 17,678 Est. Cost $151.73 Unrealized +13.5%
DIS WALT DISNEY CO 0.3%
Value $2.823M Shares 29,291 Est. Cost $111.04 Unrealized -1.4%
VB VANGUARD 0.3%
Value $2.786M Shares 10,636 Est. Cost $181.27 Unrealized
ES EVERSOURCE ENERGY 0.3%
Value $2.768M Shares 39,955 Est. Cost $58.39 Unrealized +20.1%
MAR MARRIOTT INTL INC 0.3%
Value $2.707M Shares 8,275 Est. Cost $188.61 Unrealized +75.4%
MS MORGAN STANLEY 0.3%
Value $2.68M Shares 16,283 Est. Cost $67.17 Unrealized +167.5%
VTIP VANGUARD 0.3%
Value $2.655M Shares 53,155 Est. Cost $51.77 Unrealized
FAST FASTENAL CO 0.2%
Value $2.447M Shares 52,745 Est. Cost $45.52 Unrealized -2.8%
BA BOEING CO 0.2%
Value $2.433M Shares 12,226 Est. Cost $193.08 Unrealized +23.5%
TIP ISHARES 0.2%
Value $2.391M Shares 21,667 Est. Cost $115.98 Unrealized
KO COCA-COLA CO 0.2%
Value $2.341M Shares 30,776 Est. Cost $35.89 Unrealized +108.3%
COP CONOCOPHILLIPS 0.2%
Value $2.333M Shares 17,674 Est. Cost $70.79 Unrealized +45.0%
BSCT INVESCO 0.2%
Value $2.269M Shares 121,581 Est. Cost $18.58 Unrealized
IEFA ISHARES 0.2%
Value $2.244M Shares 24,785 Est. Cost $59.67 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.2%
Value $2.237M Shares 24,824 Est. Cost $81.99 Unrealized +13.0%
MET METLIFE INC 0.2%
Value $2.18M Shares 30,827 Est. Cost $37.09 Unrealized +108.8%
AFL AFLAC INC 0.2%
Value $2.176M Shares 19,834 Est. Cost $47.39 Unrealized +134.7%
LOW LOWES COS INC 0.2%
Value $2.151M Shares 9,102 Est. Cost $98.22 Unrealized +176.4%
NSC NORFOLK SOUTHERN CORP 0.2%
Value $2.109M Shares 7,348 Est. Cost $228.91 Unrealized +30.3%
MA MASTERCARD INC 0.2%
Value $2.097M Shares 4,197 Est. Cost $384.98 Unrealized +40.0%
MCK MCKESSON CORP 0.2%
Value $2.065M Shares 2,386 Est. Cost $248.59 Unrealized +252.2%
PFE PFIZER INC 0.2%
Value $2.054M Shares 73,164 Est. Cost $24.97 Unrealized +4.8%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value $2.052M Shares 2,656 Est. Cost $626.77 Unrealized +22.7%
APH AMPHENOL CORP 0.2%
Value $2.029M Shares 16,062 Est. Cost $104.30 Unrealized +40.4%
PVAL PUTNAM ETF TRUST 0.2%
Value $2.025M Shares 43,651 Est. Cost $45.96 Unrealized
BBY BEST BUY CO INC 0.2%
Value $1.978M Shares 30,806 Est. Cost $71.98 Unrealized -7.0%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.2%
Value $1.977M Shares 7,185 Est. Cost $229.57 Unrealized +34.5%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value $1.964M Shares 20,102 Est. Cost $93.85 Unrealized +14.4%
DAL DELTA AIR LINES INC 0.2%
Value $1.946M Shares 29,271 Est. Cost $43.55 Unrealized +60.4%
BSCV INVESCO 0.2%
Value $1.938M Shares 117,720 Est. Cost $16.57 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $1.925M Shares 9,462 Est. Cost $144.05 Unrealized +53.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.901M Shares 3,145 Est. Cost $383.04 Unrealized +56.9%
BSCS INVESCO 0.2%
Value $1.897M Shares 92,900 Est. Cost $20.34 Unrealized
KR KROGER CO 0.2%
Value $1.863M Shares 25,740 Est. Cost $45.00 Unrealized +43.6%
IEMG ISHARES 0.2%
Value $1.856M Shares 26,616 Est. Cost $51.06 Unrealized
GVI ISHARES 0.2%
Value $1.843M Shares 17,278 Est. Cost $111.34 Unrealized
NOW SERVICENOW INC 0.2%
Value $1.808M Shares 17,293 Est. Cost $140.71 Unrealized -13.9%
LNG CHENIERE ENERGY INC 0.2%
Value $1.8M Shares 6,342 Est. Cost $196.75 Unrealized +6.6%
BSCU INVESCO 0.2%
Value $1.788M Shares 106,951 Est. Cost $16.72 Unrealized
FSCC FEDERATED HERMES 0.2%
Value $1.755M Shares 59,110 Est. Cost $29.90 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $1.741M Shares 3,777 Est. Cost $423.82 Unrealized +22.9%
CB CHUBB LIMITED COM 0.2%
Value $1.726M Shares 5,296 Est. Cost $209.09 Unrealized +51.2%
EEM ISHARES 0.2%
Value $1.701M Shares 29,946 Est. Cost $43.48 Unrealized
DHI DR HORTON INC 0.2%
Value $1.66M Shares 12,096 Est. Cost $74.13 Unrealized +110.4%
VOX VANGUARD 0.2%
Value $1.644M Shares 9,144 Est. Cost $95.76 Unrealized
PYPL PAYPAL HOLDINGS INC 0.2%
Value $1.538M Shares 34,008 Est. Cost $105.96 Unrealized -52.7%
TSCO TRACTOR SUPPLY CO 0.2%
Value $1.53M Shares 33,783 Est. Cost $52.90 Unrealized -0.3%
VPU VANGUARD 0.2%
Value $1.519M Shares 7,664 Est. Cost $112.65 Unrealized
SCHX SCHWAB 0.2%
Value $1.5M Shares 58,489 Est. Cost $38.49 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.1%
Value $1.481M Shares 16,052 Est. Cost $63.68 Unrealized
WFC WELLS FARGO CO 0.1%
Value $1.44M Shares 18,090 Est. Cost $57.26 Unrealized +57.2%
UPS UNITED PARCEL SERVICE 0.1%
Value $1.423M Shares 14,466 Est. Cost $103.69 Unrealized +6.0%
PAAA PGIM 0.1%
Value $1.422M Shares 27,779 Est. Cost $51.24 Unrealized
AMGN AMGEN INC 0.1%
Value $1.357M Shares 3,856 Est. Cost $189.33 Unrealized +84.7%
ASML ASML HOLDING NV 0.1%
Value $1.356M Shares 1,027 Est. Cost $726.33 Unrealized
BSCQ INVESCO 0.1%
Value $1.353M Shares 69,295 Est. Cost $19.48 Unrealized
BSCR INVESCO 0.1%
Value $1.351M Shares 68,830 Est. Cost $19.53 Unrealized
ETN EATON CORP PLC 0.1%
Value $1.312M Shares 3,669 Est. Cost $316.74 Unrealized +11.6%
IDEV ISHARES 0.1%
Value $1.299M Shares 15,538 Est. Cost $63.79 Unrealized
BLK BLACKROCK INC 0.1%
Value $1.28M Shares 1,331 Est. Cost $996.70 Unrealized +10.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $1.279M Shares 14,141 Est. Cost $111.75 Unrealized -18.0%
TSM TAIWAN SEMICONDUCTOR 0.1%
Value $1.228M Shares 3,634 Est. Cost $184.02 Unrealized
VGT VANGUARD 0.1%
Value $1.211M Shares 1,735 Est. Cost $600.83 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $1.204M Shares 3,356 Est. Cost $276.08 Unrealized +48.6%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value $1.202M Shares 4,960 Est. Cost $112.78 Unrealized +151.8%
KTOS KRATOS DEFENSE SECURITY 0.1%
Value $1.198M Shares 16,990 Est. Cost $30.35 Unrealized +237.4%
COST COSTCO WHOLESALE CORP 0.1%
Value $1.186M Shares 1,190 Est. Cost $308.99 Unrealized +211.9%
PTF INVESCO 0.1%
Value $1.171M Shares 13,560 Est. Cost $49.40 Unrealized
VIGI VANGUARD 0.1%
Value $1.148M Shares 12,975 Est. Cost $66.50 Unrealized
IWR ISHARES 0.1%
Value $1.141M Shares 11,732 Est. Cost $69.88 Unrealized
BCSF BAIN CAPITAL SPECIALTY FINANCE 0.1%
Value $1.132M Shares 91,325 Est. Cost $13.69 Unrealized -1.3%
TT TRANE TECHNOLOGIES 0.1%
Value $1.096M Shares 2,631 Est. Cost $128.16 Unrealized +229.4%
QQQ INVESCO 0.1%
Value $1.076M Shares 1,864 Est. Cost $272.76 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value $1.066M Shares 4,255 Est. Cost $114.35 Unrealized +74.8%
ALL ALLSTATE CORP 0.1%
Value $1.054M Shares 5,084 Est. Cost $203.84 Unrealized -0.4%
BSX BOSTON SCIENTIFIC 0.1%
Value $1.043M Shares 16,629 Est. Cost $91.07 Unrealized -5.8%
OGE OGE ENERGY CORP 0.1%
Value $1.009M Shares 21,032 Est. Cost $37.67 Unrealized +18.0%
GLD SPDR GOLD SHARES 0.1%
Value $978K Shares 2,274 Est. Cost $202.63 Unrealized
INTC INTEL CORP 0.1%
Value $972K Shares 22,037 Est. Cost $20.82 Unrealized +123.0%
D DOMINION ENERGY INC 0.1%
Value $958K Shares 15,503 Est. Cost $53.84 Unrealized +14.5%
CRM SALESFORCE COM INC 0.1%
Value $904K Shares 4,845 Est. Cost $183.95 Unrealized +17.3%
VMI VALMONT INDUSTRIES INC 0.1%
Value $898K Shares 2,247 Est. Cost $137.11 Unrealized +227.2%
CI CIGNA CORP 0.1%
Value $874K Shares 3,278 Est. Cost $274.51 Unrealized +2.3%
GEN GEN DIGITAL INC 0.1%
Value $869K Shares 46,143 Est. Cost $24.40 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value $868K Shares 886 Est. Cost $556.56 Unrealized +37.3%
VMC VULCAN MATERIALS CO 0.1%
Value $835K Shares 3,068 Est. Cost $126.80 Unrealized +141.9%
BSCW INVESCO EXCHANGE-TRADED SELF-IND 0.1%
Value $832K Shares 40,391 Est. Cost $20.71 Unrealized
IJH ISHARES 0.1%
Value $812K Shares 12,026 Est. Cost $76.07 Unrealized
IWM ISHARES 0.1%
Value $799K Shares 3,222 Est. Cost $170.91 Unrealized
VCSH VANGUARD 0.1%
Value $784K Shares 9,893 Est. Cost $80.52 Unrealized
JMBS JANUS HENDERSON 0.1%
Value $770K Shares 17,043 Est. Cost $52.28 Unrealized
RVTY REVVITY INC 0.1%
Value $759K Shares 8,666 Est. Cost $140.37 Unrealized -25.3%
GSK GSK PLC ADR 0.1%
Value $727K Shares 13,175 Est. Cost $43.16 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $687K Shares 9,434 Est. Cost $25.40 Unrealized +161.2%
SRLN SPDR 0.1%
Value $684K Shares 17,035 Est. Cost $41.73 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value $680K Shares 5,188 Est. Cost $73.12 Unrealized +103.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $678K Shares 1,379 Est. Cost $422.47 Unrealized +36.0%
GLW CORNING INC 0.1%
Value $675K Shares 4,962 Est. Cost $26.76 Unrealized +317.3%
ADI ANALOG DEVICES INC 0.1%
Value $672K Shares 2,112 Est. Cost $118.30 Unrealized +167.3%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $661K Shares 1,524 Est. Cost $286.02 Unrealized +45.4%
AGG ISHARES 0.1%
Value $659K Shares 6,640 Est. Cost $95.32 Unrealized
XLK SELECT SECTOR SPDR 0.1%
Value $653K Shares 4,912 Est. Cost $163.35 Unrealized
EOG EOG RESOURCES INC 0.1%
Value $643K Shares 4,446 Est. Cost $104.62 Unrealized +7.2%
CBSH COMMERCE BANCSHARES INC 0.1%
Value $635K Shares 12,907 Est. Cost $44.84 Unrealized +19.6%
TJX TJX COS INC 0.1%
Value $635K Shares 3,975 Est. Cost $83.46 Unrealized +84.8%
STT STATE STREET CORP 0.1%
Value $626K Shares 4,945 Est. Cost $130.26 Unrealized 0.0%
MGMT ABSOLUTE 0.1%
Value $599K Shares 13,277 Est. Cost $38.25 Unrealized
EFA ISHARES 0.1%
Value $586K Shares 6,037 Est. Cost $63.52 Unrealized
VYM VANGUARD 0.1%
Value $574K Shares 3,878 Est. Cost $128.55 Unrealized
BSMR INVESCO 0.1%
Value $559K Shares 23,622 Est. Cost $23.61 Unrealized
INTU INTUIT INC 0.1%
Value $551K Shares 1,274 Est. Cost $603.10 Unrealized -17.5%
LQD ISHARES 0.1%
Value $544K Shares 4,987 Est. Cost $126.79 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $533K Shares 4,713 Est. Cost $94.78 Unrealized +11.1%
KLAC KLA-TENCOR CORP 0.1%
Value $533K Shares 362 Est. Cost $367.67 Unrealized +297.6%
SCHM SCHWAB 0.1%
Value $529K Shares 17,100 Est. Cost $42.15 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value $526K Shares 1,236 Est. Cost $329.44 Unrealized +47.3%
CHTR CHARTER COMMUNICATIONS INC CL A 0.1%
Value $511K Shares 2,366 Est. Cost $213.73 Unrealized 0.0%
FISV FISERV INC 0.1%
Value $510K Shares 9,146 Est. Cost $110.90 Unrealized -42.3%
TSLA TESLA INC 0.1%
Value $507K Shares 1,364 Est. Cost $232.51 Unrealized +83.2%
IWY ISHARES 0.1%
Value $502K Shares 2,018 Est. Cost $179.52 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value $495K Shares 1,448 Est. Cost $164.92 Unrealized +98.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value $491K Shares 13,847 Est. Cost $21.41 Unrealized
BSMS INVESCO 0.0%
Value $489K Shares 20,886 Est. Cost $23.29 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value $489K Shares 8,311 Est. Cost $61.12 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.0%
Value $487K Shares 2,506 Est. Cost $129.86 Unrealized +58.8%
FCNCA FIRST CITIZENS BANCSHARES INC NC 0.0%
Value $481K Shares 255 Est. Cost $1757.81 Unrealized +19.1%
BSMU INVESCO 0.0%
Value $470K Shares 21,525 Est. Cost $21.81 Unrealized
DON WISDOMTREE 0.0%
Value $466K Shares 8,863 Est. Cost $36.19 Unrealized
BSMQ INVESCO 0.0%
Value $464K Shares 19,636 Est. Cost $23.67 Unrealized
SSRM SSR MINING INC 0.0%
Value $464K Shares 15,774 Est. Cost $12.15 Unrealized +109.7%
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value $457K Shares 9,864 Est. Cost $54.54 Unrealized 0.0%
VNQ VANGUARD 0.0%
Value $455K Shares 5,135 Est. Cost $82.62 Unrealized
DRD DRDGOLD LIMITED 0.0%
Value $443K Shares 15,073 Est. Cost $7.95 Unrealized
STX SEAGATE TECHNOLOGIES HOLDINGS 0.0%
Value $442K Shares 1,127 Est. Cost $98.15 Unrealized +283.5%
CEG CONSTELLATION ENERGY CORP. 0.0%
Value $433K Shares 1,551 Est. Cost $141.42 Unrealized +112.9%
BANF BANCFIRST CORP 0.0%
Value $425K Shares 3,921 Est. Cost $47.33 Unrealized +138.5%
NTRS NORTHERN TRUST CORP 0.0%
Value $420K Shares 3,007 Est. Cost $72.25 Unrealized +103.3%
SCHA SCHWAB 0.0%
Value $417K Shares 14,329 Est. Cost $34.83 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $414K Shares 1,695 Est. Cost $145.16 Unrealized +27.2%
XEL XCEL ENERGY INC 0.0%
Value $410K Shares 5,157 Est. Cost $57.94 Unrealized +33.2%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $405K Shares 3,414 Est. Cost $56.11 Unrealized +114.1%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value $402K Shares 20,832 Est. Cost $10.13 Unrealized
VAW VANGUARD 0.0%
Value $398K Shares 1,766 Est. Cost $126.20 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value $397K Shares 6,545 Est. Cost $54.18 Unrealized +6.0%
BSMT INVESCO 0.0%
Value $396K Shares 17,208 Est. Cost $23.09 Unrealized
CMI CUMMINS INC 0.0%
Value $394K Shares 732 Est. Cost $206.40 Unrealized +178.8%
WM WASTE MANAGEMENT INC 0.0%
Value $392K Shares 1,706 Est. Cost $118.56 Unrealized +90.7%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value $391K Shares 2,364 Est. Cost $90.20 Unrealized +95.0%
CATH GLOBAL X 0.0%
Value $391K Shares 5,000 Est. Cost $70.84 Unrealized
EATON VANCE 0.0%
Value $390K Shares 15,875 Est. Cost $24.07 Unrealized
LIN LINDE PLC 0.0%
Value $389K Shares 784 Est. Cost $338.21 Unrealized +36.0%
CLX CLOROX CO 0.0%
Value $380K Shares 3,667 Est. Cost $149.98 Unrealized -23.7%
IJR ISHARES 0.0%
Value $380K Shares 3,054 Est. Cost $77.52 Unrealized
PAYX PAYCHEX INC 0.0%
Value $378K Shares 4,108 Est. Cost $63.19 Unrealized +61.4%
MDLZ MONDELEZ INTL INC 0.0%
Value $378K Shares 6,561 Est. Cost $63.26 Unrealized -8.1%
XLE SELECT SECTOR SPDR 0.0%
Value $378K Shares 6,172 Est. Cost $62.58 Unrealized
CME CME GROUP INC 0.0%
Value $375K Shares 1,269 Est. Cost $168.23 Unrealized +72.0%
BSCX INVESCO EXCHANGE-TRADED SELF-IND 0.0%
Value $369K Shares 17,460 Est. Cost $21.15 Unrealized
VTV VANGUARD 0.0%
Value $367K Shares 1,868 Est. Cost $142.97 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $364K Shares 20,185 Est. Cost $10.08 Unrealized +98.5%
FBTC FIDELITY 0.0%
Value $362K Shares 6,130 Est. Cost $59.03 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value $361K Shares 14,799 Est. Cost $10.13 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $342K Shares 4,270 Est. Cost $67.13 Unrealized +34.7%
CMCSA COMCAST CORP 0.0%
Value $341K Shares 11,877 Est. Cost $39.73 Unrealized -24.9%
MCO MOODYS CORP 0.0%
Value $339K Shares 777 Est. Cost $310.84 Unrealized +57.5%
GE GENERAL ELECTRIC CO 0.0%
Value $337K Shares 1,186 Est. Cost $224.51 Unrealized +41.7%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value $336K Shares 4,936 Est. Cost $42.37 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value $336K Shares 544 Est. Cost $455.16 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value $329K Shares 2,568 Est. Cost $56.53 Unrealized +128.9%
AVY AVERY DENNISON CORP 0.0%
Value $327K Shares 1,893 Est. Cost $125.90 Unrealized +50.2%
RFG INVESCO 0.0%
Value $317K Shares 5,780 Est. Cost $67.17 Unrealized
VT VANGUARD 0.0%
Value $313K Shares 2,264 Est. Cost $105.67 Unrealized
MMM 3M CO 0.0%
Value $312K Shares 2,148 Est. Cost $128.38 Unrealized +27.7%
ARM ARM HOLDINGS PLC 0.0%
Value $309K Shares 2,045 Est. Cost $157.06 Unrealized
VUG VANGUARD 0.0%
Value $308K Shares 704 Est. Cost $310.88 Unrealized
SCHD SCHWAB 0.0%
Value $304K Shares 9,916 Est. Cost $61.53 Unrealized
YUM YUM BRANDS INC 0.0%
Value $302K Shares 1,943 Est. Cost $73.57 Unrealized +113.9%
RZG INVESCO 0.0%
Value $302K Shares 5,295 Est. Cost $65.68 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $301K Shares 850 Est. Cost $445.37 Unrealized -15.1%
IAU ISHARES GOLD TRUST (MKT) 0.0%
Value $301K Shares 3,410 Est. Cost $88.16 Unrealized
IDU ISHARES 0.0%
Value $297K Shares 2,558 Est. Cost $79.93 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $293K Shares 2,240 Est. Cost $58.63 Unrealized +115.0%
PEJ INVESCO 0.0%
Value $293K Shares 5,045 Est. Cost $41.93 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING 0.0%
Value $292K Shares 15,889 Est. Cost $21.99 Unrealized -5.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value $292K Shares 3,235 Est. Cost $57.67 Unrealized +75.5%
VLTO VERALTO CORP 0.0%
Value $289K Shares 3,272 Est. Cost $73.75 Unrealized +32.2%
JNK SPDR 0.0%
Value $289K Shares 3,019 Est. Cost $102.85 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $279K Shares 814 Est. Cost $282.31 Unrealized +25.6%
VTI VANGUARD 0.0%
Value $277K Shares 864 Est. Cost $237.90 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS LP 0.0%
Value $277K Shares 10,000 Est. Cost $27.65 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value $272K Shares 462 Est. Cost $575.68 Unrealized +14.8%
VEU VANGUARD 0.0%
Value $267K Shares 3,559 Est. Cost $75.10 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $264K Shares 7,091 Est. Cost $63.23 Unrealized -28.1%
CSX CSX CORP 0.0%
Value $256K Shares 6,235 Est. Cost $29.78 Unrealized +29.3%
PDP INVESCO 0.0%
Value $253K Shares 2,095 Est. Cost $98.78 Unrealized
BSMV INVESCO 0.0%
Value $251K Shares 12,019 Est. Cost $20.88 Unrealized
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value $246K Shares 1,161 Est. Cost $176.51 Unrealized +21.2%
OGS ONE GAS INC COM 0.0%
Value $237K Shares 2,746 Est. Cost $74.90 Unrealized +7.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $224K Shares 2,796 Est. Cost $69.58 Unrealized +17.8%
EXC EXELON CORP 0.0%
Value $222K Shares 4,538 Est. Cost $45.14 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value $222K Shares 5,865 Est. Cost $37.84 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value $217K Shares 1,657 Est. Cost $94.31 Unrealized +27.8%
PPG PPG INDUSTRIES INC 0.0%
Value $217K Shares 2,026 Est. Cost $100.11 Unrealized +16.7%
TRU TRANSUNION COM 0.0%
Value $214K Shares 3,100 Est. Cost $68.22 Unrealized +15.7%
ZTS ZOETIS INC CL A 0.0%
Value $211K Shares 1,787 Est. Cost $136.19 Unrealized -7.5%
KMB KIMBERLY CLARK CORP 0.0%
Value $211K Shares 2,186 Est. Cost $118.82 Unrealized -13.2%
KMI KINDER MORGAN INC 0.0%
Value $209K Shares 6,245 Est. Cost $29.74 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS 0.0%
Value $208K Shares 1,780 Est. Cost $111.25 Unrealized 0.0%
SPHD INVESCO 0.0%
Value $207K Shares 4,180 Est. Cost $49.45 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $206K Shares 1,114 Est. Cost $172.31 Unrealized -0.5%
EQT EQT CORPORATION 0.0%
Value $202K Shares 3,178 Est. Cost $55.27 Unrealized 0.0%
VHT VANGUARD 0.0%
Value $202K Shares 740 Est. Cost $287.85 Unrealized
DVY ISHARES 0.0%
Value $201K Shares 1,325 Est. Cost $151.41 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%
Value $200K Shares 2,630 Est. Cost $65.21 Unrealized 0.0%
CGDV CAPITAL GROUP 0.0%
Value $200K Shares 4,704 Est. Cost $43.64 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value $121K Shares 13,367 Est. Cost $14.51 Unrealized -21.7%