Legacy Advisors, LLC Diversified Active

CIK: 0001720969 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $776,357 (100.0% shares, 0.0% debt)

Holdings (306)

MTZ MASTEC INC 13.4%
Value ($000) $103,843 Shares 1,371,404 Est. Cost $86.17 Unrealized -27.4%
VERX VERTEX INC 11.3%
Value ($000) $87,417 Shares 3,244,871 Est. Cost $25.04 Unrealized +2.4%
AAPL APPLE INC 3.2%
Value ($000) $24,990 Shares 129,797 Est. Cost $135.97 Unrealized +34.4%
IWB ISHARES TR 3.0%
Value ($000) $22,999 Shares 87,697 Est. Cost $240.11 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $20,051 Shares 41,980 Est. Cost $379.23 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $19,010 Shares 50,554 Est. Cost $233.28 Unrealized +50.2%
IWR ISHARES TR 2.3%
Value ($000) $17,916 Shares 230,489 Est. Cost $72.57 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $17,454 Shares 36,722 Est. Cost $321.59 Unrealized
IJR ISHARES TR 2.1%
Value ($000) $16,326 Shares 150,821 Est. Cost $94.71 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $10,698 Shares 70,407 Est. Cost $125.64 Unrealized +11.6%
META META PLATFORMS INC 1.3%
Value ($000) $10,388 Shares 29,347 Est. Cost $245.08 Unrealized +32.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $10,220 Shares 65,202 Est. Cost $141.17 Unrealized +1.7%
BSY BENTLEY SYS INC 1.3%
Value ($000) $10,124 Shares 194,028 Est. Cost $54.03 Unrealized -6.0%
XLK SELECT SECTOR SPDR TR 1.3%
Value ($000) $9,836 Shares 51,101 Est. Cost $138.39 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $9,213 Shares 65,952 Est. Cost $109.53 Unrealized +21.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.1%
Value ($000) $8,852 Shares 17,447 Est. Cost $226.06 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $8,613 Shares 19,718 Est. Cost $326.01 Unrealized
OEF ISHARES TR 1.1%
Value ($000) $8,394 Shares 37,575 Est. Cost $167.97 Unrealized
UBER UBER TECHNOLOGIES INC 1.0%
Value ($000) $7,976 Shares 129,541 Est. Cost $30.18 Unrealized +73.3%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $7,761 Shares 14,742 Est. Cost $457.56 Unrealized +11.7%
PEP PEPSICO INC 0.8%
Value ($000) $6,192 Shares 36,192 Est. Cost $155.90 Unrealized -1.4%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $5,570 Shares 15,874 Est. Cost $288.75 Unrealized +8.3%
MRSH MARSH & MCLENNAN COS INC 0.7%
Value ($000) $5,268 Shares 27,802 Est. Cost $154.20 Unrealized +21.2%
GOOG ALPHABET INC 0.7%
Value ($000) $5,179 Shares 39,213 Est. Cost $114.35 Unrealized +17.8%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $4,895 Shares 11,946 Est. Cost $268.32 Unrealized
FULT FULTON FINL CORP PA 0.6%
Value ($000) $4,758 Shares 286,104 Est. Cost $11.98 Unrealized +7.2%
NKE NIKE INC 0.6%
Value ($000) $4,589 Shares 42,120 Est. Cost $106.85 Unrealized -3.6%
HD HOME DEPOT INC 0.6%
Value ($000) $4,569 Shares 13,184 Est. Cost $289.72 Unrealized +1.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $4,549 Shares 12,754 Est. Cost $295.90 Unrealized +18.6%
RBLX ROBLOX CORP 0.6%
Value ($000) $4,501 Shares 98,453 Est. Cost $80.30 Unrealized -54.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,441 Shares 14,978 Est. Cost $267.86 Unrealized -3.4%
ABT ABBOTT LABS 0.5%
Value ($000) $3,904 Shares 35,465 Est. Cost $101.25 Unrealized -5.1%
INTU INTUIT 0.5%
Value ($000) $3,607 Shares 5,772 Est. Cost $442.42 Unrealized +23.1%
TSLA TESLA INC 0.5%
Value ($000) $3,606 Shares 14,513 Est. Cost $237.46 Unrealized +0.1%
EFX EQUIFAX INC 0.5%
Value ($000) $3,597 Shares 14,545 Est. Cost $157.55 Unrealized +26.8%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $3,583 Shares 13,088 Est. Cost $261.92 Unrealized -1.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,542 Shares 20,824 Est. Cost $124.50 Unrealized +16.4%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $3,521 Shares 8,256 Est. Cost $352.49 Unrealized +12.7%
IWF ISHARES TR 0.4%
Value ($000) $3,483 Shares 11,489 Est. Cost $225.95 Unrealized
GWW GRAINGER W W INC 0.4%
Value ($000) $3,447 Shares 4,160 Est. Cost $454.16 Unrealized +66.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $3,390 Shares 22,725 Est. Cost $130.01 Unrealized +6.0%
SYK STRYKER CORPORATION 0.4%
Value ($000) $3,248 Shares 10,847 Est. Cost $239.55 Unrealized +14.7%
AMGN AMGEN INC 0.4%
Value ($000) $3,213 Shares 11,155 Est. Cost $197.96 Unrealized +28.9%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $3,212 Shares 13,806 Est. Cost $224.44 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $3,205 Shares 21,869 Est. Cost $135.42 Unrealized +3.8%
DIS DISNEY WALT CO 0.4%
Value ($000) $3,178 Shares 35,075 Est. Cost $105.35 Unrealized -18.2%
SDY SPDR SER TR 0.4%
Value ($000) $3,153 Shares 25,231 Est. Cost $124.20 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value ($000) $3,143 Shares 2,000 Est. Cost $315.44 Unrealized +349.3%
ROST ROSS STORES INC 0.4%
Value ($000) $3,106 Shares 22,442 Est. Cost $91.91 Unrealized +32.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,086 Shares 30,871 Est. Cost $92.09 Unrealized +6.0%
LOW LOWES COS INC 0.4%
Value ($000) $3,075 Shares 13,818 Est. Cost $200.82 Unrealized -3.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $3,069 Shares 34,030 Est. Cost $66.21 Unrealized +16.2%
TFC TRUIST FINL CORP 0.4%
Value ($000) $3,068 Shares 83,110 Est. Cost $28.02 Unrealized +0.7%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $3,018 Shares 52,077 Est. Cost $57.78 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $2,963 Shares 4,194 Est. Cost $52.78 Unrealized +138.8%
ABBV ABBVIE INC 0.4%
Value ($000) $2,952 Shares 19,051 Est. Cost $129.18 Unrealized +5.1%
PFE PFIZER INC 0.4%
Value ($000) $2,945 Shares 102,280 Est. Cost $36.26 Unrealized -27.2%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $2,874 Shares 25,748 Est. Cost $108.10 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $2,828 Shares 4,852 Est. Cost $460.50 Unrealized +24.9%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $2,791 Shares 17,749 Est. Cost $154.16 Unrealized -12.9%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,751 Shares 28,650 Est. Cost $79.03 Unrealized +16.7%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,679 Shares 5,410 Est. Cost $32.58 Unrealized +42.1%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,646 Shares 26,637 Est. Cost $37.30 Unrealized +16.3%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $2,642 Shares 100,265 Est. Cost $22.22 Unrealized
COR CENCORA INC 0.3%
Value ($000) $2,603 Shares 12,674 Est. Cost $141.72 Unrealized +35.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,576 Shares 32,626 Est. Cost $87.09 Unrealized -24.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,542 Shares 10,850 Est. Cost $206.61 Unrealized +7.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $2,468 Shares 33,869 Est. Cost $58.14 Unrealized +10.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,409 Shares 4,536 Est. Cost $556.17 Unrealized -13.6%
KO COCA COLA CO 0.3%
Value ($000) $2,406 Shares 40,830 Est. Cost $53.27 Unrealized -0.0%
SYY SYSCO CORP 0.3%
Value ($000) $2,319 Shares 31,711 Est. Cost $73.13 Unrealized -11.3%
USB US BANCORP DEL 0.3%
Value ($000) $2,222 Shares 50,767 Est. Cost $44.11 Unrealized -25.0%
GLD SPDR GOLD TR 0.3%
Value ($000) $2,216 Shares 11,594 Est. Cost $154.45 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,199 Shares 3,257 Est. Cost $502.03 Unrealized +14.2%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $2,174 Shares 12,751 Est. Cost $155.45 Unrealized -6.4%
INTC INTEL CORP 0.3%
Value ($000) $2,133 Shares 42,442 Est. Cost $35.75 Unrealized +12.0%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $2,085 Shares 15,336 Est. Cost $202.56 Unrealized -42.8%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,060 Shares 27,056 Est. Cost $73.31 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,058 Shares 18,742 Est. Cost $80.22 Unrealized +20.7%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,052 Shares 28,491 Est. Cost $52.60 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $2,003 Shares 21,005 Est. Cost $81.14 Unrealized +3.2%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,999 Shares 24,069 Est. Cost $90.36 Unrealized -20.9%
V VISA INC 0.2%
Value ($000) $1,900 Shares 7,298 Est. Cost $219.20 Unrealized +10.7%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,795 Shares 10,020 Est. Cost $149.67 Unrealized +8.5%
STT STATE STR CORP 0.2%
Value ($000) $1,740 Shares 22,262 Est. Cost $76.30 Unrealized -15.1%
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,737 Shares 18,439 Est. Cost $78.32 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $1,718 Shares 8,318 Est. Cost $144.03 Unrealized +23.7%
KLAC KLA CORP 0.2%
Value ($000) $1,708 Shares 2,939 Est. Cost $410.16 Unrealized +24.6%
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $1,707 Shares 7,792 Est. Cost $147.20 Unrealized
GPN GLOBAL PMTS INC 0.2%
Value ($000) $1,695 Shares 13,348 Est. Cost $127.61 Unrealized -11.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,667 Shares 5,637 Est. Cost $233.34 Unrealized +7.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,638 Shares 4,000 Est. Cost $268.32 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.2%
Value ($000) $1,604 Shares 7,451 Est. Cost $131.46 Unrealized +61.0%
IWM ISHARES TR 0.2%
Value ($000) $1,585 Shares 7,898 Est. Cost $189.03 Unrealized
AVAV AEROVIRONMENT INC 0.2%
Value ($000) $1,533 Shares 12,163 Est. Cost $84.35 Unrealized +45.0%
WMB WILLIAMS COS INC 0.2%
Value ($000) $1,506 Shares 43,237 Est. Cost $27.12 Unrealized +18.6%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,490 Shares 44,244 Est. Cost $25.85 Unrealized +6.8%
QLYS QUALYS INC 0.2%
Value ($000) $1,480 Shares 7,540 Est. Cost $128.73 Unrealized +35.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,461 Shares 33,321 Est. Cost $33.21 Unrealized +20.7%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,435 Shares 9,270 Est. Cost $122.50 Unrealized -2.1%
BX BLACKSTONE INC 0.2%
Value ($000) $1,422 Shares 10,860 Est. Cost $81.21 Unrealized +25.7%
IDXX IDEXX LABS INC 0.2%
Value ($000) $1,373 Shares 2,473 Est. Cost $438.10 Unrealized +7.2%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1,339 Shares 6,140 Est. Cost $208.45 Unrealized
MEDP MEDPACE HLDGS INC 0.2%
Value ($000) $1,329 Shares 4,335 Est. Cost $166.00 Unrealized +62.6%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,321 Shares 5,589 Est. Cost $200.25 Unrealized -0.1%
DE DEERE & CO 0.2%
Value ($000) $1,321 Shares 3,303 Est. Cost $396.33 Unrealized -7.9%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $1,304 Shares 5,461 Est. Cost $192.14 Unrealized +21.5%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $1,302 Shares 94,338 Est. Cost $9.19 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $1,293 Shares 22,083 Est. Cost $54.33 Unrealized +1.7%
SCI SERVICE CORP INTL 0.2%
Value ($000) $1,285 Shares 18,770 Est. Cost $68.09 Unrealized -11.6%
NICE NICE LTD 0.2%
Value ($000) $1,216 Shares 6,093 Est. Cost $200.56 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $1,213 Shares 11,524 Est. Cost $79.57 Unrealized
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $1,187 Shares 41,416 Est. Cost $28.85 Unrealized -13.7%
RBC RBC BEARINGS INC 0.2%
Value ($000) $1,178 Shares 4,135 Est. Cost $209.52 Unrealized +17.0%
MCO MOODYS CORP 0.2%
Value ($000) $1,177 Shares 3,015 Est. Cost $300.85 Unrealized +13.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,174 Shares 4,949 Est. Cost $181.69 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,168 Shares 15,552 Est. Cost $76.39 Unrealized
CNO CNO FINL GROUP INC 0.1%
Value ($000) $1,163 Shares 41,686 Est. Cost $19.98 Unrealized +20.9%
ANSYS INC 0.1%
Value ($000) $1,157 Shares 3,189 Est. Cost $281.38 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,157 Shares 8,483 Est. Cost $101.34 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,132 Shares 2,372 Est. Cost $403.30 Unrealized +9.1%
IVE ISHARES TR 0.1%
Value ($000) $1,084 Shares 6,232 Est. Cost $155.65 Unrealized
GCOR GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,082 Shares 25,726 Est. Cost $44.43 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,078 Shares 3,889 Est. Cost $249.33 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $1,066 Shares 8,592 Est. Cost $99.89 Unrealized +2.3%
BA BOEING CO 0.1%
Value ($000) $1,051 Shares 4,032 Est. Cost $219.64 Unrealized -2.6%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $1,005 Shares 11,500 Est. Cost $70.53 Unrealized +14.8%
PRGO PERRIGO CO PLC 0.1%
Value ($000) $993 Shares 30,866 Est. Cost $37.69 Unrealized -20.7%
AVGO BROADCOM INC 0.1%
Value ($000) $968 Shares 867 Est. Cost $76.02 Unrealized +21.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $963 Shares 9,896 Est. Cost $80.51 Unrealized +9.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $958 Shares 4,490 Est. Cost $213.33 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $955 Shares 3,631 Est. Cost $181.36 Unrealized +23.3%
CMPR CIMPRESS PLC 0.1%
Value ($000) $953 Shares 11,903 Est. Cost $66.16 Unrealized +5.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $938 Shares 4,054 Est. Cost $209.46 Unrealized +0.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $929 Shares 8,891 Est. Cost $74.60 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $921 Shares 8,735 Est. Cost $112.24 Unrealized -4.9%
LAKELAND BANCORP INC 0.1%
Value ($000) $919 Shares 62,121 Est. Cost $18.42 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $916 Shares 1,882 Est. Cost $26.60 Unrealized +64.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $903 Shares 6,242 Est. Cost $110.06 Unrealized +7.5%
ADBE ADOBE INC 0.1%
Value ($000) $901 Shares 1,510 Est. Cost $397.88 Unrealized +45.0%
CVLT COMMVAULT SYS INC 0.1%
Value ($000) $894 Shares 11,198 Est. Cost $65.15 Unrealized +9.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $868 Shares 4,635 Est. Cost $103.94 Unrealized +51.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $843 Shares 4,020 Est. Cost $174.30 Unrealized -1.1%
BALL BALL CORP 0.1%
Value ($000) $843 Shares 14,654 Est. Cost $60.79 Unrealized -17.7%
CGNT COGNYTE SOFTWARE LTD 0.1%
Value ($000) $843 Shares 131,032 Est. Cost $4.04 Unrealized +23.8%
HESS CORP 0.1%
Value ($000) $842 Shares 5,840 Est. Cost $147.54 Unrealized
FISV FISERV INC 0.1%
Value ($000) $841 Shares 6,329 Est. Cost $117.91 Unrealized +4.1%
TECH BIO-TECHNE CORP 0.1%
Value ($000) $840 Shares 10,884 Est. Cost $78.71 Unrealized -17.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $826 Shares 10,658 Est. Cost $170.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $821 Shares 2,129 Est. Cost $309.93 Unrealized +2.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $811 Shares 15,000 Est. Cost $49.93 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $805 Shares 17,884 Est. Cost $35.64 Unrealized +9.8%
HUBS HUBSPOT INC 0.1%
Value ($000) $803 Shares 1,383 Est. Cost $179.84 Unrealized +167.5%
RMD RESMED INC 0.1%
Value ($000) $802 Shares 4,664 Est. Cost $208.01 Unrealized -27.6%
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $798 Shares 24,337 Est. Cost $30.80 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $796 Shares 988 Est. Cost $557.23 Unrealized +31.7%
MORN MORNINGSTAR INC 0.1%
Value ($000) $788 Shares 2,752 Est. Cost $245.61 Unrealized +6.1%
PIONEER NAT RES CO 0.1%
Value ($000) $772 Shares 3,431 Est. Cost $207.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $750 Shares 4,588 Est. Cost $131.75 Unrealized +7.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $742 Shares 19,690 Est. Cost $33.77 Unrealized -8.2%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $740 Shares 4,531 Est. Cost $173.01 Unrealized -14.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $739 Shares 1,526 Est. Cost $361.68 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $736 Shares 4,550 Est. Cost $122.01 Unrealized +27.6%
AMLX AMYLYX PHARMACEUTICALS INC 0.1%
Value ($000) $736 Shares 50,000 Est. Cost $21.15 Unrealized -27.5%
RGEN REPLIGEN CORP 0.1%
Value ($000) $733 Shares 4,079 Est. Cost $186.63 Unrealized -16.6%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $725 Shares 6,648 Est. Cost $67.45 Unrealized +41.5%
GNTX GENTEX CORP 0.1%
Value ($000) $710 Shares 21,734 Est. Cost $28.27 Unrealized +9.3%
WMT WALMART INC 0.1%
Value ($000) $695 Shares 4,397 Est. Cost $49.43 Unrealized +4.5%
VEEV VEEVA SYS INC 0.1%
Value ($000) $683 Shares 3,546 Est. Cost $182.25 Unrealized +3.4%
PHR PHREESIA INC 0.1%
Value ($000) $672 Shares 29,010 Est. Cost $23.01 Unrealized -25.0%
IWD ISHARES TR 0.1%
Value ($000) $661 Shares 3,998 Est. Cost $152.31 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $652 Shares 4,843 Est. Cost $100.94 Unrealized +19.5%
BLKB BLACKBAUD INC 0.1%
Value ($000) $650 Shares 7,497 Est. Cost $57.63 Unrealized +31.3%
ZTS ZOETIS INC 0.1%
Value ($000) $645 Shares 3,266 Est. Cost $168.43 Unrealized +2.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $637 Shares 4,325 Est. Cost $110.81 Unrealized +6.4%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $636 Shares 4,987 Est. Cost $72.22 Unrealized +26.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $632 Shares 12,513 Est. Cost $48.57 Unrealized -1.2%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $627 Shares 1,650 Est. Cost $321.09 Unrealized +3.9%
DBX DROPBOX INC 0.1%
Value ($000) $612 Shares 20,753 Est. Cost $20.72 Unrealized +34.0%
SUN SUNOCO LP/SUNOCO FIN CORP 0.1%
Value ($000) $599 Shares 10,000 Est. Cost $52.24 Unrealized
BLACKROCK INC 0.1%
Value ($000) $595 Shares 733 Est. Cost $677.80 Unrealized
CGNX COGNEX CORP 0.1%
Value ($000) $589 Shares 14,110 Est. Cost $52.57 Unrealized -28.2%
ZS ZSCALER INC 0.1%
Value ($000) $579 Shares 2,613 Est. Cost $153.41 Unrealized +20.7%
GIL GILDAN ACTIVEWEAR INC 0.1%
Value ($000) $574 Shares 17,361 Est. Cost $24.33 Unrealized +28.4%
F FORD MTR CO DEL 0.1%
Value ($000) $567 Shares 46,522 Est. Cost $10.60 Unrealized -9.1%
UNP UNION PAC CORP 0.1%
Value ($000) $550 Shares 2,240 Est. Cost $200.05 Unrealized +4.6%
TW TRADEWEB MKTS INC 0.1%
Value ($000) $530 Shares 5,837 Est. Cost $61.24 Unrealized +45.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $524 Shares 2,639 Est. Cost $152.86 Unrealized +12.7%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $523 Shares 6,134 Est. Cost $67.40 Unrealized +9.2%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $518 Shares 2,505 Est. Cost $277.77 Unrealized -25.1%
SPSC SPS COMM INC 0.1%
Value ($000) $515 Shares 2,657 Est. Cost $133.67 Unrealized +30.5%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $515 Shares 1,092 Est. Cost $436.58 Unrealized +2.3%
NEOG NEOGEN CORP 0.1%
Value ($000) $511 Shares 25,388 Est. Cost $19.57 Unrealized -13.5%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $510 Shares 1,312 Est. Cost $432.72 Unrealized -5.8%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $496 Shares 6,749 Est. Cost $73.17 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $488 Shares 2,596 Est. Cost $159.90 Unrealized +9.2%
STBA S & T BANCORP INC 0.1%
Value ($000) $485 Shares 14,502 Est. Cost $24.21 Unrealized +18.4%
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $480 Shares 2,182 Est. Cost $176.79 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $479 Shares 3,908 Est. Cost $124.10 Unrealized -10.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $479 Shares 9,344 Est. Cost $48.79 Unrealized -3.6%
CRNC CERENCE INC 0.1%
Value ($000) $478 Shares 24,302 Est. Cost $18.28 Unrealized -5.0%
EZU ISHARES INC 0.1%
Value ($000) $474 Shares 9,996 Est. Cost $43.32 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $472 Shares 1,667 Est. Cost $227.10 Unrealized +13.9%
WDAY WORKDAY INC 0.1%
Value ($000) $470 Shares 1,704 Est. Cost $168.86 Unrealized +41.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $470 Shares 2,179 Est. Cost $172.36 Unrealized +1.6%
PCT PURECYCLE TECHNOLOGIES INC 0.1%
Value ($000) $451 Shares 111,272 Est. Cost $7.30 Unrealized -39.8%
KRNT KORNIT DIGITAL LTD 0.1%
Value ($000) $448 Shares 23,378 Est. Cost $41.97 Unrealized -58.7%
CTVA CORTEVA INC 0.1%
Value ($000) $444 Shares 9,269 Est. Cost $41.61 Unrealized +11.9%
CPRT COPART INC 0.1%
Value ($000) $432 Shares 8,813 Est. Cost $37.93 Unrealized +24.5%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $424 Shares 6,167 Est. Cost $51.83 Unrealized +8.3%
CME CME GROUP INC 0.1%
Value ($000) $406 Shares 1,927 Est. Cost $166.80 Unrealized +16.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $393 Shares 9,486 Est. Cost $36.39 Unrealized -4.3%
DISCOVER FINL SVCS 0.1%
Value ($000) $389 Shares 3,457 Est. Cost $112.40 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $386 Shares 491 Est. Cost $785.82 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $383 Shares 7,776 Est. Cost $41.03 Unrealized 0.0%
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $382 Shares 42,500 Est. Cost $8.66 Unrealized -4.9%
LIN LINDE PLC 0.0%
Value ($000) $376 Shares 915 Est. Cost $327.06 Unrealized +17.3%
MSCI MSCI INC 0.0%
Value ($000) $376 Shares 664 Est. Cost $474.51 Unrealized +6.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $374 Shares 28,631 Est. Cost $9.48 Unrealized +5.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $371 Shares 3,959 Est. Cost $63.48 Unrealized +37.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $368 Shares 2,268 Est. Cost $101.76 Unrealized +41.7%
VFC V F CORP 0.0%
Value ($000) $366 Shares 19,489 Est. Cost $49.67 Unrealized -65.5%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $366 Shares 5,677 Est. Cost $62.36 Unrealized
T AT&T INC 0.0%
Value ($000) $350 Shares 20,874 Est. Cost $12.95 Unrealized +9.7%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $341 Shares 5,571 Est. Cost $50.26 Unrealized +14.0%
SPSM SPDR SER TR 0.0%
Value ($000) $335 Shares 7,951 Est. Cost $42.18 Unrealized
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $333 Shares 1,727 Est. Cost $132.57 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $331 Shares 642 Est. Cost $342.06 Unrealized +49.5%
ETN EATON CORP PLC 0.0%
Value ($000) $330 Shares 1,370 Est. Cost $164.88 Unrealized +30.7%
AZTA AZENTA INC 0.0%
Value ($000) $326 Shares 5,003 Est. Cost $50.81 Unrealized +6.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $324 Shares 735 Est. Cost $388.21 Unrealized 0.0%
IXC ISHARES TR 0.0%
Value ($000) $323 Shares 8,248 Est. Cost $37.22 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $322 Shares 1,419 Est. Cost $195.11 Unrealized +9.5%
DDOG DATADOG INC 0.0%
Value ($000) $320 Shares 2,635 Est. Cost $83.62 Unrealized +23.2%
NDAQ NASDAQ INC 0.0%
Value ($000) $319 Shares 5,480 Est. Cost $52.02 Unrealized -1.6%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $317 Shares 1,859 Est. Cost $156.12 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $315 Shares 3,824 Est. Cost $62.72 Unrealized +22.8%
EFA ISHARES TR 0.0%
Value ($000) $314 Shares 4,174 Est. Cost $75.35 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $314 Shares 3,365 Est. Cost $74.81 Unrealized 0.0%
HMY HARMONY GOLD MINING CO LTD 0.0%
Value ($000) $308 Shares 50,000 Est. Cost $5.28 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $307 Shares 6,595 Est. Cost $51.55 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $307 Shares 10,438 Est. Cost $23.76 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $304 Shares 4,626 Est. Cost $44.74 Unrealized +7.5%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $303 Shares 34,052 Est. Cost $5.49 Unrealized +34.8%
INSTRUCTURE HLDGS INC 0.0%
Value ($000) $300 Shares 11,110 Est. Cost $23.94 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $297 Shares 2,563 Est. Cost $85.36 Unrealized +28.5%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $296 Shares 1,466 Est. Cost $172.47 Unrealized +4.1%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $296 Shares 15,261 Est. Cost $19.37 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $292 Shares 3,381 Est. Cost $60.26 Unrealized +17.2%
IYM ISHARES TR 0.0%
Value ($000) $292 Shares 2,116 Est. Cost $113.91 Unrealized
BP BP PLC 0.0%
Value ($000) $291 Shares 8,230 Est. Cost $38.17 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $291 Shares 1,213 Est. Cost $228.57 Unrealized -5.1%
MMM 3M CO 0.0%
Value ($000) $284 Shares 2,595 Est. Cost $79.56 Unrealized -5.1%
KKR KKR & CO INC 0.0%
Value ($000) $283 Shares 3,414 Est. Cost $66.83 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $280 Shares 7,548 Est. Cost $25.91 Unrealized +21.3%
CDW CDW CORP 0.0%
Value ($000) $276 Shares 1,214 Est. Cost $169.49 Unrealized +21.6%
CUBE CUBESMART 0.0%
Value ($000) $273 Shares 5,823 Est. Cost $46.86 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $269 Shares 24,500 Est. Cost $7.95 Unrealized +12.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $269 Shares 1,686 Est. Cost $123.34 Unrealized +16.2%
MPLX MPLX LP 0.0%
Value ($000) $265 Shares 7,205 Est. Cost $34.81 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $263 Shares 1,850 Est. Cost $113.03 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $263 Shares 999 Est. Cost $218.89 Unrealized +3.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $262 Shares 579 Est. Cost $417.42 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $259 Shares 4,266 Est. Cost $53.46 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $253 Shares 2,128 Est. Cost $112.07 Unrealized -0.9%
STAA STAAR SURGICAL CO 0.0%
Value ($000) $253 Shares 8,104 Est. Cost $66.56 Unrealized -46.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $251 Shares 3,269 Est. Cost $29.01 Unrealized 0.0%
TOST TOAST INC 0.0%
Value ($000) $246 Shares 13,469 Est. Cost $18.15 Unrealized -9.7%
PPL PPL CORP 0.0%
Value ($000) $243 Shares 8,884 Est. Cost $22.69 Unrealized +3.9%
RPD RAPID7 INC 0.0%
Value ($000) $242 Shares 4,238 Est. Cost $52.26 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $242 Shares 1,100 Est. Cost $219.57 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $237 Shares 519 Est. Cost $479.75 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $237 Shares 2,367 Est. Cost $100.21 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $236 Shares 1,775 Est. Cost $111.04 Unrealized 0.0%
ENVA ENOVA INTL INC 0.0%
Value ($000) $236 Shares 4,263 Est. Cost $47.17 Unrealized -2.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $235 Shares 1,575 Est. Cost $140.66 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $234 Shares 859 Est. Cost $257.66 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $232 Shares 2,136 Est. Cost $106.57 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $230 Shares 1,794 Est. Cost $110.43 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $230 Shares 1,728 Est. Cost $105.61 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $229 Shares 1,792 Est. Cost $119.21 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $229 Shares 2,259 Est. Cost $95.72 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $226 Shares 1,924 Est. Cost $107.64 Unrealized
MET METLIFE INC 0.0%
Value ($000) $218 Shares 3,296 Est. Cost $58.77 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $217 Shares 1,887 Est. Cost $90.81 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $217 Shares 2,574 Est. Cost $75.63 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $216 Shares 2,668 Est. Cost $72.19 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $215 Shares 2,700 Est. Cost $72.02 Unrealized -0.4%
AME AMETEK INC 0.0%
Value ($000) $212 Shares 1,283 Est. Cost $153.73 Unrealized -2.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $210 Shares 1,310 Est. Cost $143.16 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $210 Shares 4,004 Est. Cost $51.21 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $210 Shares 1,529 Est. Cost $117.30 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $209 Shares 514 Est. Cost $369.42 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $208 Shares 2,004 Est. Cost $86.63 Unrealized 0.0%
ACWX ISHARES TR 0.0%
Value ($000) $207 Shares 4,053 Est. Cost $51.04 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $205 Shares 1,118 Est. Cost $179.75 Unrealized
DOW DOW INC 0.0%
Value ($000) $204 Shares 3,715 Est. Cost $44.66 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $202 Shares 649 Est. Cost $310.88 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $175 Shares 14,000 Est. Cost $8.02 Unrealized +37.4%
TSLA TESLA INC 0.0%
Value ($000) $149 Shares 600 Est. Cost $237.46 Unrealized +0.1%
BLACKROCK CORE BD TR 0.0%
Value ($000) $110 Shares 10,074 Est. Cost $10.91 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $63 Shares 12,500 Est. Cost $2.01 Unrealized +56.3%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $52 Shares 11,094 Est. Cost $2.79 Unrealized +52.9%
INVESCO SR INCOME TR 0.0%
Value ($000) $43 Shares 10,400 Est. Cost $4.10 Unrealized
SANG SANGOMA TECHNOLOGIES CORP 0.0%
Value ($000) $32 Shares 10,000 Est. Cost $4.80 Unrealized -37.3%
HYDROFARM HLDGS GROUP INC 0.0%
Value ($000) $19 Shares 21,188 Est. Cost $37.85 Unrealized