Security National Bank Diversified Active

CIK: 0001719739 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 10, 2025

Total Value ($000): $577,709 (100.0% shares, 0.0% debt)

Holdings (315)

NVDA NVIDIA CORPORATION 12.7%
Value ($000) $73,530 Shares 465,408 Est. Cost $91.75 Unrealized +37.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 7.8%
Value ($000) $45,186 Shares 62 Est. Cost $528311.50 Unrealized +44.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 5.6%
Value ($000) $32,281 Shares 66,453 Est. Cost $209.15 Unrealized +142.8%
MSFT MICROSOFT CORP 4.2%
Value ($000) $24,220 Shares 48,692 Est. Cost $107.92 Unrealized +300.6%
AAPL APPLE INC 3.9%
Value ($000) $22,745 Shares 110,858 Est. Cost $95.05 Unrealized +111.9%
MUSA MURPHY USA INC 3.7%
Value ($000) $21,428 Shares 52,675 Est. Cost $98.25 Unrealized +361.0%
AMZN AMAZON COM INC 2.8%
Value ($000) $16,184 Shares 73,769 Est. Cost $125.70 Unrealized +57.4%
PANW PALO ALTO NETWORKS INC 2.8%
Value ($000) $15,927 Shares 77,831 Est. Cost $127.88 Unrealized +45.2%
V VISA INC 2.4%
Value ($000) $13,785 Shares 38,825 Est. Cost $127.01 Unrealized +173.2%
TIPX SPDR SERIES TRUST 2.0%
Value ($000) $11,500 Shares 600,823 Est. Cost $18.95 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $11,394 Shares 200,425 Est. Cost $57.04 Unrealized
JPM JPMORGAN CHASE & CO. 1.9%
Value ($000) $10,867 Shares 37,485 Est. Cost $135.11 Unrealized +87.0%
SYK STRYKER CORPORATION 1.9%
Value ($000) $10,695 Shares 27,032 Est. Cost $253.81 Unrealized +46.4%
LOW LOWES COS INC 1.7%
Value ($000) $9,807 Shares 44,201 Est. Cost $81.45 Unrealized +170.9%
ASML ASML HOLDING N V 1.5%
Value ($000) $8,581 Shares 10,708 Est. Cost $717.31 Unrealized
MTH MERITAGE HOMES CORP 1.4%
Value ($000) $8,271 Shares 123,500 Est. Cost $72.44 Unrealized -8.5%
ZTS ZOETIS INC 1.4%
Value ($000) $8,020 Shares 51,425 Est. Cost $102.86 Unrealized +53.0%
GOOGL ALPHABET INC 1.3%
Value ($000) $7,685 Shares 43,610 Est. Cost $156.91 Unrealized +4.1%
BLK BLACKROCK INC 1.3%
Value ($000) $7,400 Shares 7,053 Est. Cost $961.85 Unrealized -3.0%
BX BLACKSTONE INC 1.3%
Value ($000) $7,269 Shares 48,599 Est. Cost $96.11 Unrealized +40.6%
OUNZ VANECK MERK GOLD ETF 1.2%
Value ($000) $7,191 Shares 225,509 Est. Cost $29.36 Unrealized
RTX RTX CORPORATION 1.2%
Value ($000) $7,160 Shares 49,033 Est. Cost $127.31 Unrealized +3.5%
IVV ISHARES TR 1.2%
Value ($000) $6,899 Shares 11,112 Est. Cost $541.38 Unrealized
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $6,447 Shares 92,870 Est. Cost $64.36 Unrealized +5.8%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $6,353 Shares 6,418 Est. Cost $892.90 Unrealized +11.0%
NOW SERVICENOW INC 1.1%
Value ($000) $6,259 Shares 6,088 Est. Cost $186.84 Unrealized +1.0%
AVGO BROADCOM INC 1.1%
Value ($000) $6,124 Shares 22,218 Est. Cost $156.62 Unrealized +37.9%
SNPS SYNOPSYS INC 1.0%
Value ($000) $5,594 Shares 10,912 Est. Cost $447.58 Unrealized +4.1%
KLAC KLA CORP 0.9%
Value ($000) $5,232 Shares 5,841 Est. Cost $684.65 Unrealized +9.3%
TRMB TRIMBLE INC 0.9%
Value ($000) $5,143 Shares 67,689 Est. Cost $43.89 Unrealized +53.0%
VXF VANGUARD INDEX FDS 0.9%
Value ($000) $5,079 Shares 26,355 Est. Cost $99.81 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.9%
Value ($000) $4,999 Shares 79,504 Est. Cost $50.99 Unrealized +16.2%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $4,863 Shares 45,271 Est. Cost $100.17 Unrealized +1.0%
SCCO SOUTHERN COPPER CORP 0.8%
Value ($000) $4,821 Shares 47,656 Est. Cost $72.16 Unrealized +20.7%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $4,670 Shares 15,624 Est. Cost $244.06 Unrealized +24.1%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $4,627 Shares 8,146 Est. Cost $369.86 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $4,557 Shares 89,922 Est. Cost $50.68 Unrealized
MUR MURPHY OIL CORP 0.8%
Value ($000) $4,497 Shares 199,857 Est. Cost $21.67 Unrealized -1.4%
DE DEERE & CO 0.8%
Value ($000) $4,483 Shares 8,816 Est. Cost $367.02 Unrealized +32.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.7%
Value ($000) $4,187 Shares 17,228 Est. Cost $96.86 Unrealized +142.7%
GXO GXO LOGISTICS INCORPORATED 0.7%
Value ($000) $4,118 Shares 84,550 Est. Cost $42.90 Unrealized -7.1%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $4,080 Shares 10,063 Est. Cost $246.12 Unrealized +69.5%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $3,978 Shares 28,951 Est. Cost $144.73 Unrealized -5.9%
HUBB HUBBELL INC 0.7%
Value ($000) $3,855 Shares 9,438 Est. Cost $380.82 Unrealized -3.5%
VMI VALMONT INDS INC 0.6%
Value ($000) $3,671 Shares 11,240 Est. Cost $155.21 Unrealized +97.6%
NVT NVENT ELECTRIC PLC 0.6%
Value ($000) $3,282 Shares 44,800 Est. Cost $76.18 Unrealized -20.0%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $3,233 Shares 10,637 Est. Cost $206.36 Unrealized
CASY CASEYS GEN STORES INC 0.5%
Value ($000) $2,986 Shares 5,851 Est. Cost $307.33 Unrealized +49.4%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $2,512 Shares 4,471 Est. Cost $262.40 Unrealized +110.2%
CB CHUBB LIMITED 0.4%
Value ($000) $2,414 Shares 8,333 Est. Cost $221.68 Unrealized +29.5%
ABT ABBOTT LABS 0.4%
Value ($000) $2,407 Shares 17,698 Est. Cost $120.18 Unrealized +8.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $2,400 Shares 15,713 Est. Cost $107.03 Unrealized +40.9%
UNP UNION PAC CORP 0.4%
Value ($000) $2,161 Shares 9,394 Est. Cost $115.06 Unrealized +89.9%
META META PLATFORMS INC 0.4%
Value ($000) $2,063 Shares 2,795 Est. Cost $612.64 Unrealized +0.6%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,938 Shares 6,213 Est. Cost $233.26 Unrealized +60.7%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,910 Shares 11,990 Est. Cost $159.74 Unrealized +0.6%
VTS VITESSE ENERGY INC 0.3%
Value ($000) $1,814 Shares 82,114 Est. Cost $25.44 Unrealized -13.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,765 Shares 32,442 Est. Cost $52.78 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $1,639 Shares 3,898 Est. Cost $386.47 Unrealized +7.4%
IVW ISHARES TR 0.3%
Value ($000) $1,622 Shares 14,730 Est. Cost $79.97 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,558 Shares 4,014 Est. Cost $159.30 Unrealized +107.7%
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,509 Shares 10,226 Est. Cost $131.28 Unrealized
RPM RPM INTL INC 0.3%
Value ($000) $1,474 Shares 13,422 Est. Cost $121.57 Unrealized -9.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,468 Shares 2,662 Est. Cost $461.84 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $1,291 Shares 50,943 Est. Cost $18.06 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,202 Shares 1,542 Est. Cost $792.35 Unrealized -2.4%
GOOG ALPHABET INC 0.2%
Value ($000) $1,195 Shares 6,737 Est. Cost $111.58 Unrealized +47.7%
HELO J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,117 Shares 17,854 Est. Cost $59.80 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $1,033 Shares 9,912 Est. Cost $84.84 Unrealized +22.9%
TE T1 ENERGY INC 0.2%
Value ($000) $961 Shares 781,315 Est. Cost $1.91 Unrealized -36.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $956 Shares 8,866 Est. Cost $54.29 Unrealized +92.5%
CADE CADENCE BANK 0.2%
Value ($000) $954 Shares 29,829 Est. Cost $26.11 Unrealized +12.4%
CPT CAMDEN PPTY TR 0.2%
Value ($000) $928 Shares 8,232 Est. Cost $79.19 Unrealized +41.5%
KVUE KENVUE INC 0.2%
Value ($000) $923 Shares 44,094 Est. Cost $20.64 Unrealized +7.4%
IJH ISHARES TR 0.2%
Value ($000) $884 Shares 14,259 Est. Cost $84.95 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $876 Shares 6,636 Est. Cost $90.98 Unrealized +44.0%
HD HOME DEPOT INC 0.1%
Value ($000) $795 Shares 2,168 Est. Cost $220.31 Unrealized +61.5%
IJR ISHARES TR 0.1%
Value ($000) $768 Shares 7,025 Est. Cost $108.43 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.1%
Value ($000) $765 Shares 19,929 Est. Cost $49.10 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $654 Shares 1,925 Est. Cost $310.68 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $645 Shares 1,044 Est. Cost $367.95 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $535 Shares 3,738 Est. Cost $114.19 Unrealized +20.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $518 Shares 2,497 Est. Cost $74.71 Unrealized +133.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $511 Shares 2,193 Est. Cost $117.61 Unrealized +69.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $502 Shares 1,717 Est. Cost $205.87 Unrealized +47.4%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $476 Shares 3,571 Est. Cost $96.72 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $476 Shares 1,332 Est. Cost $150.78 Unrealized +103.4%
IDV ISHARES TR 0.1%
Value ($000) $473 Shares 13,697 Est. Cost $29.14 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $465 Shares 13,500 Est. Cost $22.56 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $459 Shares 7,539 Est. Cost $52.44 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $420 Shares 5,968 Est. Cost $51.76 Unrealized +4.1%
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $418 Shares 16,965 Est. Cost $23.05 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $416 Shares 627 Est. Cost $166.67 Unrealized
SPYD SPDR SERIES TRUST 0.1%
Value ($000) $414 Shares 9,759 Est. Cost $38.14 Unrealized
FELG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $414 Shares 11,175 Est. Cost $26.23 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $403 Shares 17,149 Est. Cost $10.73 Unrealized +91.8%
AMGN AMGEN INC 0.1%
Value ($000) $402 Shares 1,440 Est. Cost $207.83 Unrealized +33.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $394 Shares 1,336 Est. Cost $125.80 Unrealized +101.8%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $391 Shares 768 Est. Cost $310.38 Unrealized +39.7%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $333 Shares 2,481 Est. Cost $98.08 Unrealized +24.7%
ABBV ABBVIE INC 0.1%
Value ($000) $319 Shares 1,721 Est. Cost $78.43 Unrealized +132.9%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $311 Shares 3,750 Est. Cost $80.74 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $301 Shares 2,265 Est. Cost $110.73 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $293 Shares 3,145 Est. Cost $72.17 Unrealized +14.1%
TSLA TESLA INC 0.1%
Value ($000) $290 Shares 913 Est. Cost $314.93 Unrealized -4.3%
MGEE MGE ENERGY INC 0.1%
Value ($000) $289 Shares 3,269 Est. Cost $80.49 Unrealized +10.2%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $283 Shares 3,602 Est. Cost $77.02 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $267 Shares 1,000 Est. Cost $143.35 Unrealized +79.7%
WMT WALMART INC 0.0%
Value ($000) $264 Shares 2,703 Est. Cost $60.75 Unrealized +56.0%
RACE FERRARI N V 0.0%
Value ($000) $256 Shares 521 Est. Cost $454.97 Unrealized +2.1%
C CITIGROUP INC 0.0%
Value ($000) $255 Shares 3,000 Est. Cost $74.53 Unrealized -4.5%
KO COCA COLA CO 0.0%
Value ($000) $244 Shares 3,450 Est. Cost $42.80 Unrealized +63.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $243 Shares 4,267 Est. Cost $48.41 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $241 Shares 5,335 Est. Cost $41.76 Unrealized -2.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $241 Shares 520 Est. Cost $256.61 Unrealized +78.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $232 Shares 40 Est. Cost $3067.93 Unrealized +66.1%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $230 Shares 10,399 Est. Cost $19.32 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $218 Shares 13,015 Est. Cost $15.70 Unrealized -6.4%
NUE NUCOR CORP 0.0%
Value ($000) $216 Shares 1,668 Est. Cost $57.54 Unrealized +100.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $213 Shares 375 Est. Cost $403.95 Unrealized +39.2%
NET CLOUDFLARE INC 0.0%
Value ($000) $210 Shares 1,074 Est. Cost $132.87 Unrealized +9.3%
FISV FISERV INC 0.0%
Value ($000) $207 Shares 1,200 Est. Cost $122.71 Unrealized +47.8%
ISTB ISHARES TR 0.0%
Value ($000) $198 Shares 4,064 Est. Cost $47.75 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $197 Shares 450 Est. Cost $310.88 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $192 Shares 1,180 Est. Cost $202.58 Unrealized -21.6%
IWV ISHARES TR 0.0%
Value ($000) $179 Shares 509 Est. Cost $326.35 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $178 Shares 1,951 Est. Cost $79.22 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $177 Shares 335 Est. Cost $388.21 Unrealized +27.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $174 Shares 544 Est. Cost $156.99 Unrealized +77.9%
IRM IRON MTN INC DEL 0.0%
Value ($000) $171 Shares 1,663 Est. Cost $59.30 Unrealized +55.0%
MRK MERCK & CO INC 0.0%
Value ($000) $163 Shares 2,060 Est. Cost $54.03 Unrealized +43.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $162 Shares 3,578 Est. Cost $42.73 Unrealized +2.5%
PAVE GLOBAL X FDS 0.0%
Value ($000) $161 Shares 3,700 Est. Cost $40.41 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $160 Shares 4,875 Est. Cost $21.78 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $156 Shares 500 Est. Cost $233.46 Unrealized +29.2%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $153 Shares 865 Est. Cost $167.20 Unrealized
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $153 Shares 88,682 Est. Cost $2.44 Unrealized -25.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $152 Shares 3,519 Est. Cost $33.57 Unrealized +24.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $152 Shares 770 Est. Cost $212.43 Unrealized -9.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $152 Shares 600 Est. Cost $192.48 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $143 Shares 2,080 Est. Cost $68.70 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $142 Shares 628 Est. Cost $178.33 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $142 Shares 4,947 Est. Cost $26.40 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $140 Shares 1,470 Est. Cost $89.33 Unrealized +1.3%
ADSK AUTODESK INC 0.0%
Value ($000) $139 Shares 450 Est. Cost $215.94 Unrealized +31.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $133 Shares 495 Est. Cost $186.55 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $133 Shares 7,459 Est. Cost $19.40 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $131 Shares 1,267 Est. Cost $93.04 Unrealized +9.6%
PSX PHILLIPS 66 0.0%
Value ($000) $126 Shares 1,054 Est. Cost $111.04 Unrealized -1.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $126 Shares 2,000 Est. Cost $55.43 Unrealized +4.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $125 Shares 3,012 Est. Cost $40.09 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $122 Shares 225 Est. Cost $298.09 Unrealized +75.4%
ECL ECOLAB INC 0.0%
Value ($000) $121 Shares 450 Est. Cost $175.85 Unrealized +43.5%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $120 Shares 2,917 Est. Cost $33.51 Unrealized +0.1%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $119 Shares 255 Est. Cost $421.51 Unrealized -1.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $119 Shares 2,032 Est. Cost $35.59 Unrealized +57.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $119 Shares 2,505 Est. Cost $39.93 Unrealized +3.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $118 Shares 2,392 Est. Cost $44.04 Unrealized
T AT&T INC 0.0%
Value ($000) $118 Shares 4,062 Est. Cost $15.84 Unrealized +70.2%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $114 Shares 955 Est. Cost $117.28 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $111 Shares 569 Est. Cost $173.89 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $111 Shares 520 Est. Cost $104.53 Unrealized +77.0%
UGI UGI CORP NEW 0.0%
Value ($000) $110 Shares 3,018 Est. Cost $26.29 Unrealized +30.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $108 Shares 1,200 Est. Cost $89.31 Unrealized +2.1%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $108 Shares 5,702 Est. Cost $11.17 Unrealized +53.6%
TE/WS T1 ENERGY INC 0.0%
Value ($000) $107 Shares 1,035,484 Est. Cost $0.15 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $107 Shares 1,193 Est. Cost $109.73 Unrealized -19.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $107 Shares 5,215 Est. Cost $15.41 Unrealized +6.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $102 Shares 191 Est. Cost $333.50 Unrealized +47.0%
GLW CORNING INC 0.0%
Value ($000) $99 Shares 1,891 Est. Cost $28.02 Unrealized +65.3%
ILCB ISHARES TR 0.0%
Value ($000) $99 Shares 1,158 Est. Cost $65.76 Unrealized
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $97 Shares 553 Est. Cost $149.12 Unrealized +15.6%
LIN LINDE PLC 0.0%
Value ($000) $94 Shares 200 Est. Cost $417.86 Unrealized +8.2%
BOND PIMCO ETF TR 0.0%
Value ($000) $93 Shares 1,013 Est. Cost $92.18 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $93 Shares 640 Est. Cost $111.08 Unrealized +32.8%
GSK GSK PLC 0.0%
Value ($000) $91 Shares 2,359 Est. Cost $37.16 Unrealized
NNN NNN REIT INC 0.0%
Value ($000) $90 Shares 2,075 Est. Cost $43.10 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $89 Shares 1,194 Est. Cost $72.95 Unrealized -10.9%
SGOL ETFS GOLD TR 0.0%
Value ($000) $87 Shares 2,750 Est. Cost $19.74 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $85 Shares 2,773 Est. Cost $22.22 Unrealized +26.5%
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $80 Shares 3,361 Est. Cost $20.62 Unrealized +6.4%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $78 Shares 4,248 Est. Cost $15.93 Unrealized +11.2%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $78 Shares 111 Est. Cost $407.15 Unrealized +54.3%
EOG EOG RES INC 0.0%
Value ($000) $77 Shares 645 Est. Cost $116.83 Unrealized -4.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $77 Shares 944 Est. Cost $65.65 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $77 Shares 200 Est. Cost $242.98 Unrealized +47.6%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.0%
Value ($000) $76 Shares 6,044 Est. Cost $10.35 Unrealized +8.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $76 Shares 960 Est. Cost $63.59 Unrealized +17.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $76 Shares 3,470 Est. Cost $16.18 Unrealized +23.4%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $73 Shares 1,264 Est. Cost $67.98 Unrealized -19.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $72 Shares 316 Est. Cost $167.76 Unrealized +36.9%
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $72 Shares 553 Est. Cost $102.06 Unrealized +19.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $72 Shares 896 Est. Cost $41.03 Unrealized +73.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $72 Shares 390 Est. Cost $110.43 Unrealized +54.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $71 Shares 576 Est. Cost $91.47 Unrealized +12.4%
ALC ALCON AG 0.0%
Value ($000) $71 Shares 800 Est. Cost $73.37 Unrealized +22.1%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $71 Shares 696 Est. Cost $114.07 Unrealized -27.1%
ADBE ADOBE INC 0.0%
Value ($000) $69 Shares 179 Est. Cost $236.73 Unrealized +62.8%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $67 Shares 2,756 Est. Cost $29.95 Unrealized -20.6%
SFD SMITHFIELD FOODS INC 0.0%
Value ($000) $67 Shares 2,842 Est. Cost $21.49 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $66 Shares 1,245 Est. Cost $51.27 Unrealized
NKE NIKE INC 0.0%
Value ($000) $64 Shares 894 Est. Cost $66.04 Unrealized -10.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $62 Shares 358 Est. Cost $235.60 Unrealized -23.4%
LQD ISHARES TR 0.0%
Value ($000) $61 Shares 560 Est. Cost $110.66 Unrealized
DLX DELUXE CORP 0.0%
Value ($000) $61 Shares 3,845 Est. Cost $18.11 Unrealized -21.0%
PFE PFIZER INC 0.0%
Value ($000) $61 Shares 2,522 Est. Cost $26.05 Unrealized -14.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $60 Shares 1,294 Est. Cost $52.22 Unrealized -9.6%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $60 Shares 5,109 Est. Cost $11.67 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $58 Shares 600 Est. Cost $89.69 Unrealized -1.2%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $57 Shares 130 Est. Cost $376.87 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $57 Shares 100 Est. Cost $507.38 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $55 Shares 1,821 Est. Cost $45.19 Unrealized -26.7%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $55 Shares 2,150 Est. Cost $24.35 Unrealized +1.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $53 Shares 426 Est. Cost $87.27 Unrealized +44.2%
IDU ISHARES TR 0.0%
Value ($000) $52 Shares 500 Est. Cost $79.93 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $52 Shares 1,058 Est. Cost $49.64 Unrealized
DOW DOW INC 0.0%
Value ($000) $49 Shares 1,834 Est. Cost $44.94 Unrealized -38.1%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $46 Shares 145 Est. Cost $232.39 Unrealized +41.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $45 Shares 2,217 Est. Cost $25.29 Unrealized -11.2%
WEN WENDYS CO 0.0%
Value ($000) $45 Shares 3,952 Est. Cost $17.54 Unrealized -30.5%
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $44 Shares 3,201 Est. Cost $18.15 Unrealized -22.3%
ITT ITT INC 0.0%
Value ($000) $43 Shares 275 Est. Cost $149.74 Unrealized -4.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $43 Shares 400 Est. Cost $86.63 Unrealized +15.8%
IWF ISHARES TR 0.0%
Value ($000) $42 Shares 100 Est. Cost $401.58 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $42 Shares 430 Est. Cost $121.80 Unrealized -23.4%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $42 Shares 443 Est. Cost $84.31 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $42 Shares 137 Est. Cost $205.72 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $41 Shares 390 Est. Cost $83.60 Unrealized +19.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $40 Shares 495 Est. Cost $60.36 Unrealized +33.7%
FDX FEDEX CORP 0.0%
Value ($000) $40 Shares 175 Est. Cost $242.32 Unrealized -11.2%
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $39 Shares 2,800 Est. Cost $15.18 Unrealized -4.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $39 Shares 500 Est. Cost $69.58 Unrealized +7.2%
IBB ISHARES TR 0.0%
Value ($000) $38 Shares 300 Est. Cost $126.51 Unrealized
MATX MATSON INC 0.0%
Value ($000) $37 Shares 328 Est. Cost $92.45 Unrealized +17.2%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $36 Shares 487 Est. Cost $73.45 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $33 Shares 150 Est. Cost $175.15 Unrealized +20.1%
IWR ISHARES TR 0.0%
Value ($000) $33 Shares 360 Est. Cost $84.09 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $32 Shares 251 Est. Cost $107.90 Unrealized +17.1%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $32 Shares 612 Est. Cost $91.38 Unrealized -42.3%
SLQD ISHARES TR 0.0%
Value ($000) $32 Shares 627 Est. Cost $50.28 Unrealized
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $31 Shares 9,767 Est. Cost $1.21 Unrealized +152.2%
AGCO AGCO CORP 0.0%
Value ($000) $31 Shares 297 Est. Cost $96.23 Unrealized -1.8%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $30 Shares 1,426 Est. Cost $28.02 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $29 Shares 200 Est. Cost $233.52 Unrealized -39.3%
PPG PPG INDS INC 0.0%
Value ($000) $28 Shares 249 Est. Cost $128.87 Unrealized -17.5%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $28 Shares 114 Est. Cost $250.70 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $27 Shares 875 Est. Cost $34.14 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $27 Shares 200 Est. Cost $88.09 Unrealized +28.9%
KBDC KAYNE ANDERSON BDC INC 0.0%
Value ($000) $25 Shares 1,656 Est. Cost $14.93 Unrealized -3.1%
MMM 3M CO 0.0%
Value ($000) $24 Shares 160 Est. Cost $75.54 Unrealized +87.0%
NGVT INGEVITY CORP 0.0%
Value ($000) $24 Shares 559 Est. Cost $41.64 Unrealized -7.4%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $117.40 Unrealized -5.6%
EXP EAGLE MATLS INC 0.0%
Value ($000) $22 Shares 111 Est. Cost $174.12 Unrealized +23.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $22 Shares 80 Est. Cost $198.52 Unrealized +25.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $21 Shares 68 Est. Cost $234.26 Unrealized +29.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $134.26 Unrealized -29.9%
GE GE AEROSPACE 0.0%
Value ($000) $20 Shares 76 Est. Cost $218.59 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $19 Shares 201 Est. Cost $97.81 Unrealized -0.0%
EWC ISHARES INC 0.0%
Value ($000) $19 Shares 409 Est. Cost $38.28 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $18 Shares 182 Est. Cost $73.75 Unrealized +30.4%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $20.00 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $18 Shares 500 Est. Cost $39.99 Unrealized -15.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $17 Shares 50 Est. Cost $264.03 Unrealized +30.5%
LAD LITHIA MTRS INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $282.86 Unrealized +9.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $16 Shares 49 Est. Cost $218.34 Unrealized +45.6%
ORCL ORACLE CORP 0.0%
Value ($000) $16 Shares 73 Est. Cost $172.33 Unrealized -6.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $16 Shares 179 Est. Cost $75.51 Unrealized +10.6%
EBAY EBAY INC. 0.0%
Value ($000) $15 Shares 200 Est. Cost $62.40 Unrealized +12.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $83.88 Unrealized -18.5%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $75.46 Unrealized +54.2%
FTV FORTIVE CORP 0.0%
Value ($000) $14 Shares 273 Est. Cost $52.24 Unrealized -0.1%
SHEL SHELL PLC 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.41 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $14 Shares 439 Est. Cost $42.41 Unrealized -26.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $14 Shares 45 Est. Cost $290.70 Unrealized +0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $13 Shares 60 Est. Cost $176.08 Unrealized +21.6%
RMD RESMED INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $150.68 Unrealized +57.5%
CHE CHEMED CORP NEW 0.0%
Value ($000) $12 Shares 25 Est. Cost $557.87 Unrealized +1.8%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 150 Est. Cost $74.78 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $11 Shares 3 Est. Cost $3166.27 Unrealized +16.4%
POWR ISHARES INC 0.0%
Value ($000) $11 Shares 450 Est. Cost $24.10 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $415.97 Unrealized 0.0%
SKYH SKY HARBOUR GROUP CORPORATIO 0.0%
Value ($000) $9 Shares 950 Est. Cost $7.91 Unrealized +36.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $71.73 Unrealized +25.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $9 Shares 159 Est. Cost $40.17 Unrealized +32.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 76 Est. Cost $117.22 Unrealized -5.9%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $9 Shares 90 Est. Cost $78.86 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $9 Shares 369 Est. Cost $17.22 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $9 Shares 115 Est. Cost $107.42 Unrealized -30.9%
CPRT COPART INC 0.0%
Value ($000) $9 Shares 175 Est. Cost $47.24 Unrealized +18.5%
ALEX ALEXANDER & BALDWIN INC NEW 0.0%
Value ($000) $8 Shares 465 Est. Cost $19.02 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $8 Shares 188 Est. Cost $43.90 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $8 Shares 214 Est. Cost $32.48 Unrealized +14.7%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $8 Shares 264 Est. Cost $29.77 Unrealized -1.0%
IMCB ISHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $67.13 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $8 Shares 37 Est. Cost $196.09 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $8 Shares 10 Est. Cost $655.29 Unrealized +1.5%
POOL POOL CORP 0.0%
Value ($000) $7 Shares 25 Est. Cost $342.73 Unrealized -12.7%
BP BP PLC 0.0%
Value ($000) $6 Shares 207 Est. Cost $30.07 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 396 Est. Cost $13.49 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 25 Est. Cost $204.16 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $4 Shares 54 Est. Cost $80.65 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $4 Shares 86 Est. Cost $49.90 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $4 Shares 109 Est. Cost $32.54 Unrealized +4.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $4 Shares 121 Est. Cost $24.74 Unrealized +19.9%
YOLO ADVISORSHARES TR 0.0%
Value ($000) $4 Shares 1,950 Est. Cost $3.02 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $109.35 Unrealized -12.2%
MET METLIFE INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $58.77 Unrealized +29.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $117.86 Unrealized -7.6%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 6 Est. Cost $279.83 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.15 Unrealized +48.3%
SNDL SNDL INC 0.0%
Value ($000) $1 Shares 575 Est. Cost $1.50 Unrealized -11.5%
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.42 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.63 Unrealized -22.3%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.66 Unrealized +13.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.23 Unrealized +1.1%