Symphony Financial, Ltd. Co. Diversified Active

CIK: 0001800687 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 28, 2022

Total Value ($000): $305,826 (100.0% shares, 0.0% debt)

Holdings (189)

SPYG SPDR SER TR 5.1%
Value ($000) $15,647 Shares 307,139 Est. Cost $58.84 Unrealized
SPTM SPDR SER TR 4.9%
Value ($000) $14,958 Shares 334,782 Est. Cost $56.58 Unrealized
IJH ISHARES TR 3.4%
Value ($000) $10,271 Shares 46,461 Est. Cost $290.82 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $9,858 Shares 41,518 Est. Cost $212.42 Unrealized +20.9%
QUAL ISHARES TR 3.0%
Value ($000) $9,048 Shares 85,801 Est. Cost $138.01 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $8,303 Shares 58,280 Est. Cost $136.23 Unrealized +13.2%
IEFA ISHARES TR 2.3%
Value ($000) $7,106 Shares 134,554 Est. Cost $77.33 Unrealized
IWM ISHARES TR 2.3%
Value ($000) $7,056 Shares 42,469 Est. Cost $205.46 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 2.3%
Value ($000) $6,985 Shares 139,300 Est. Cost $49.96 Unrealized
IUSV ISHARES TR 2.1%
Value ($000) $6,373 Shares 100,652 Est. Cost $77.38 Unrealized
SRLN SSGA ACTIVE ETF TR 2.0%
Value ($000) $6,125 Shares 149,512 Est. Cost $44.60 Unrealized
ANGL VANECK ETF TRUST 2.0%
Value ($000) $6,090 Shares 230,444 Est. Cost $29.60 Unrealized
XOM EXXON MOBIL CORP 1.9%
Value ($000) $5,892 Shares 66,388 Est. Cost $60.80 Unrealized +33.8%
AMZN AMAZON COM INC 1.9%
Value ($000) $5,814 Shares 50,648 Est. Cost $126.44 Unrealized -0.0%
AVUV AMERICAN CENTY ETF TR 1.8%
Value ($000) $5,604 Shares 83,901 Est. Cost $66.79 Unrealized
GLD SPDR GOLD TR 1.8%
Value ($000) $5,393 Shares 34,872 Est. Cost $159.56 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $4,900 Shares 27,125 Est. Cost $209.47 Unrealized
IVV ISHARES TR 1.6%
Value ($000) $4,851 Shares 13,319 Est. Cost $428.44 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $4,840 Shares 10,105 Est. Cost $339.06 Unrealized +46.9%
SPYV SPDR SER TR 1.5%
Value ($000) $4,551 Shares 130,278 Est. Cost $34.93 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $4,371 Shares 54,665 Est. Cost $67.07 Unrealized +15.0%
SPHQ INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $3,657 Shares 90,868 Est. Cost $42.75 Unrealized
ABT ABBOTT LABS 1.1%
Value ($000) $3,455 Shares 35,145 Est. Cost $91.17 Unrealized +9.7%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $3,424 Shares 9,437 Est. Cost $369.27 Unrealized
LOW LOWES COS INC 1.1%
Value ($000) $3,331 Shares 17,489 Est. Cost $136.08 Unrealized +34.0%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $3,162 Shares 19,956 Est. Cost $129.68 Unrealized +16.9%
GOOG ALPHABET INC 0.9%
Value ($000) $2,832 Shares 28,870 Est. Cost $111.32 Unrealized -0.4%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,549 Shares 19,830 Est. Cost $119.27 Unrealized +9.5%
CRM SALESFORCE INC 0.8%
Value ($000) $2,488 Shares 16,950 Est. Cost $204.19 Unrealized -18.0%
MO ALTRIA GROUP INC 0.8%
Value ($000) $2,430 Shares 59,020 Est. Cost $32.61 Unrealized +1.4%
ED CONSOLIDATED EDISON INC 0.8%
Value ($000) $2,415 Shares 27,551 Est. Cost $69.36 Unrealized +23.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value ($000) $2,413 Shares 8,673 Est. Cost $410.98 Unrealized -7.9%
FAST FASTENAL CO 0.8%
Value ($000) $2,317 Shares 49,754 Est. Cost $23.19 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.8%
Value ($000) $2,301 Shares 10,627 Est. Cost $174.14 Unrealized +22.1%
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $2,201 Shares 23,154 Est. Cost $78.30 Unrealized +20.1%
IEMG ISHARES INC 0.7%
Value ($000) $2,082 Shares 48,251 Est. Cost $72.03 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $2,067 Shares 18,001 Est. Cost $125.82 Unrealized +1.0%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $2,041 Shares 6,125 Est. Cost $158.90 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,020 Shares 52,283 Est. Cost $40.13 Unrealized -10.9%
GOOGL ALPHABET INC 0.7%
Value ($000) $1,995 Shares 20,476 Est. Cost $110.95 Unrealized -0.8%
SPMD SPDR SER TR 0.6%
Value ($000) $1,923 Shares 49,538 Est. Cost $38.82 Unrealized
EXR EXTRA SPACE STORAGE INC 0.6%
Value ($000) $1,892 Shares 11,205 Est. Cost $165.66 Unrealized -1.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,853 Shares 12,771 Est. Cost $110.06 Unrealized +20.7%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,845 Shares 24,863 Est. Cost $85.38 Unrealized -9.1%
WMT WALMART INC 0.6%
Value ($000) $1,778 Shares 13,444 Est. Cost $38.96 Unrealized +7.8%
IUSG ISHARES TR 0.6%
Value ($000) $1,744 Shares 21,667 Est. Cost $97.03 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,586 Shares 9,639 Est. Cost $135.70 Unrealized +12.7%
PEP PEPSICO INC 0.5%
Value ($000) $1,583 Shares 9,497 Est. Cost $127.67 Unrealized +20.9%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $1,543 Shares 4,206 Est. Cost $368.29 Unrealized +8.2%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,531 Shares 4,933 Est. Cost $383.07 Unrealized -9.2%
O REALTY INCOME CORP 0.5%
Value ($000) $1,486 Shares 25,640 Est. Cost $53.00 Unrealized +8.1%
TGT TARGET CORP 0.5%
Value ($000) $1,477 Shares 9,727 Est. Cost $149.97 Unrealized -4.7%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,417 Shares 19,743 Est. Cost $70.87 Unrealized +2.2%
BLACKROCK INC 0.5%
Value ($000) $1,403 Shares 2,487 Est. Cost $768.70 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,339 Shares 9,379 Est. Cost $94.88 Unrealized +34.0%
HD HOME DEPOT INC 0.4%
Value ($000) $1,312 Shares 4,713 Est. Cost $248.65 Unrealized +8.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,249 Shares 4,633 Est. Cost $261.33 Unrealized +8.9%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,240 Shares 21,147 Est. Cost $57.04 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,219 Shares 21,559 Est. Cost $48.42 Unrealized +15.8%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $1,186 Shares 12,234 Est. Cost $119.89 Unrealized -9.5%
INTU INTUIT 0.4%
Value ($000) $1,183 Shares 2,980 Est. Cost $526.66 Unrealized -19.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,129 Shares 18,998 Est. Cost $59.85 Unrealized
ARISTA NETWORKS INC 0.4%
Value ($000) $1,109 Shares 9,660 Est. Cost $130.75 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,101 Shares 4,048 Est. Cost $250.28 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,085 Shares 6,721 Est. Cost $136.80 Unrealized +14.4%
SLF SUN LIFE FINANCIAL INC. 0.3%
Value ($000) $1,037 Shares 25,820 Est. Cost $49.29 Unrealized -9.1%
WAT WATERS CORP 0.3%
Value ($000) $1,035 Shares 3,769 Est. Cost $345.19 Unrealized -7.5%
CSX CSX CORP 0.3%
Value ($000) $1,003 Shares 36,939 Est. Cost $30.86 Unrealized -4.1%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $995 Shares 16,026 Est. Cost $58.13 Unrealized +4.4%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $987 Shares 11,699 Est. Cost $132.42 Unrealized -29.4%
PSX PHILLIPS 66 0.3%
Value ($000) $978 Shares 12,126 Est. Cost $71.31 Unrealized +5.7%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $977 Shares 11,352 Est. Cost $77.55 Unrealized +4.4%
MVO MV OIL TR 0.3%
Value ($000) $954 Shares 78,853 Est. Cost $4.39 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $954 Shares 26,804 Est. Cost $49.82 Unrealized -24.5%
BIZD VANECK ETF TRUST 0.3%
Value ($000) $949 Shares 70,279 Est. Cost $12.86 Unrealized
DHI D R HORTON INC 0.3%
Value ($000) $925 Shares 13,539 Est. Cost $86.88 Unrealized -18.1%
PFE PFIZER INC 0.3%
Value ($000) $898 Shares 20,370 Est. Cost $34.84 Unrealized +16.0%
GIS GENERAL MLS INC 0.3%
Value ($000) $884 Shares 11,372 Est. Cost $51.59 Unrealized +31.4%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $877 Shares 19,108 Est. Cost $60.89 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.3%
Value ($000) $862 Shares 3,432 Est. Cost $416.58 Unrealized -27.5%
META META PLATFORMS INC 0.3%
Value ($000) $858 Shares 6,289 Est. Cost $276.96 Unrealized -41.9%
CFR CULLEN FROST BANKERS INC 0.3%
Value ($000) $855 Shares 6,393 Est. Cost $68.15 Unrealized +72.8%
AZO AUTOZONE INC 0.3%
Value ($000) $846 Shares 392 Est. Cost $2002.98 Unrealized +8.8%
TSLA TESLA INC 0.3%
Value ($000) $835 Shares 3,115 Est. Cost $290.67 Unrealized -3.9%
FTNT FORTINET INC 0.3%
Value ($000) $834 Shares 16,799 Est. Cost $59.11 Unrealized -8.3%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $808 Shares 4,918 Est. Cost $130.04 Unrealized +16.6%
SO SOUTHERN CO 0.3%
Value ($000) $799 Shares 11,521 Est. Cost $52.23 Unrealized +28.2%
PSA PUBLIC STORAGE 0.3%
Value ($000) $778 Shares 2,708 Est. Cost $279.15 Unrealized +0.7%
KELLOGG CO 0.3%
Value ($000) $772 Shares 10,797 Est. Cost $51.95 Unrealized +17.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $766 Shares 1,966 Est. Cost $352.57 Unrealized +8.0%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $757 Shares 33,639 Est. Cost $26.80 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $747 Shares 3,940 Est. Cost $234.61 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $734 Shares 6,004 Est. Cost $19.23 Unrealized -17.9%
SAM BOSTON BEER INC 0.2%
Value ($000) $731 Shares 2,200 Est. Cost $345.86 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $708 Shares 7,298 Est. Cost $62.98 Unrealized +39.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $708 Shares 5,141 Est. Cost $122.30 Unrealized +18.5%
AVGO BROADCOM INC 0.2%
Value ($000) $686 Shares 1,524 Est. Cost $32.79 Unrealized +46.6%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $682 Shares 14,890 Est. Cost $44.08 Unrealized -2.6%
CBT CABOT CORP 0.2%
Value ($000) $672 Shares 10,510 Est. Cost $63.39 Unrealized +3.7%
V VISA INC 0.2%
Value ($000) $668 Shares 3,709 Est. Cost $196.73 Unrealized +0.8%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $660 Shares 6,156 Est. Cost $99.36 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $653 Shares 4,902 Est. Cost $139.18 Unrealized +0.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $641 Shares 1,259 Est. Cost $331.88 Unrealized +49.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $636 Shares 3,841 Est. Cost $81.76 Unrealized +5.9%
CMC COMMERCIAL METALS CO 0.2%
Value ($000) $633 Shares 17,674 Est. Cost $37.47 Unrealized -1.7%
PRGS PROGRESS SOFTWARE CORP 0.2%
Value ($000) $631 Shares 14,901 Est. Cost $47.59 Unrealized -2.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $624 Shares 2,657 Est. Cost $215.97 Unrealized +9.4%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $620 Shares 12,880 Est. Cost $47.91 Unrealized +1.7%
FALN ISHARES TR 0.2%
Value ($000) $620 Shares 25,731 Est. Cost $27.19 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $613 Shares 2,839 Est. Cost $258.54 Unrealized -14.9%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $611 Shares 10,026 Est. Cost $52.95 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $597 Shares 1,156 Est. Cost $467.52 Unrealized +18.5%
CROX CROCS INC 0.2%
Value ($000) $595 Shares 8,304 Est. Cost $69.43 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.2%
Value ($000) $593 Shares 9,500 Est. Cost $69.54 Unrealized -0.8%
ORCL ORACLE CORP 0.2%
Value ($000) $589 Shares 9,590 Est. Cost $84.22 Unrealized -16.7%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $588 Shares 2,276 Est. Cost $244.88 Unrealized +12.2%
KFRC KFORCE INC 0.2%
Value ($000) $580 Shares 9,898 Est. Cost $68.31 Unrealized -12.8%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $573 Shares 6,463 Est. Cost $88.47 Unrealized 0.0%
ATKR ATKORE INC 0.2%
Value ($000) $569 Shares 7,420 Est. Cost $95.85 Unrealized -13.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $559 Shares 2,616 Est. Cost $208.29 Unrealized +9.8%
EXEL EXELIXIS INC 0.2%
Value ($000) $558 Shares 35,231 Est. Cost $19.32 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $547 Shares 2,552 Est. Cost $205.29 Unrealized +2.7%
KOS KOSMOS ENERGY LTD 0.2%
Value ($000) $541 Shares 101,071 Est. Cost $7.21 Unrealized -16.0%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $541 Shares 6,069 Est. Cost $79.65 Unrealized +9.4%
WMB WILLIAMS COS INC 0.2%
Value ($000) $538 Shares 18,580 Est. Cost $27.90 Unrealized 0.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $537 Shares 1,627 Est. Cost $205.45 Unrealized +50.0%
HUN HUNTSMAN CORP 0.2%
Value ($000) $534 Shares 21,743 Est. Cost $33.77 Unrealized -16.8%
EPAM EPAM SYS INC 0.2%
Value ($000) $532 Shares 1,470 Est. Cost $382.56 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $531 Shares 2,887 Est. Cost $186.76 Unrealized -2.7%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $524 Shares 16,558 Est. Cost $35.24 Unrealized -1.1%
FSK FS KKR CAP CORP 0.2%
Value ($000) $510 Shares 30,318 Est. Cost $10.17 Unrealized +22.5%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $509 Shares 14,153 Est. Cost $42.17 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $503 Shares 4,374 Est. Cost $120.20 Unrealized -4.9%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $500 Shares 6,894 Est. Cost $62.83 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $493 Shares 2,304 Est. Cost $154.95 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $485 Shares 5,597 Est. Cost $71.99 Unrealized +11.7%
AMGN AMGEN INC 0.2%
Value ($000) $483 Shares 2,115 Est. Cost $203.67 Unrealized +7.0%
WPC WP CAREY INC 0.2%
Value ($000) $482 Shares 7,002 Est. Cost $70.91 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $479 Shares 5,940 Est. Cost $66.56 Unrealized
T AT&T INC 0.2%
Value ($000) $472 Shares 30,393 Est. Cost $16.46 Unrealized -8.4%
CC CHEMOURS CO 0.2%
Value ($000) $464 Shares 19,199 Est. Cost $29.08 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $463 Shares 6,301 Est. Cost $77.43 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $456 Shares 2,002 Est. Cost $196.92 Unrealized +11.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $430 Shares 2,529 Est. Cost $148.61 Unrealized +9.1%
CRK COMSTOCK RES INC 0.1%
Value ($000) $429 Shares 25,537 Est. Cost $9.21 Unrealized +70.4%
NRG NRG ENERGY INC 0.1%
Value ($000) $427 Shares 10,900 Est. Cost $37.09 Unrealized -1.6%
BA BOEING CO 0.1%
Value ($000) $421 Shares 3,356 Est. Cost $162.48 Unrealized -5.6%
TKR TIMKEN CO 0.1%
Value ($000) $418 Shares 7,102 Est. Cost $62.09 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $414 Shares 5,860 Est. Cost $71.84 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $394 Shares 8,928 Est. Cost $41.46 Unrealized 0.0%
REM ISHARES TR 0.1%
Value ($000) $386 Shares 18,254 Est. Cost $20.38 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $379 Shares 1,322 Est. Cost $313.98 Unrealized +3.6%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $366 Shares 7,996 Est. Cost $45.77 Unrealized
OIH VANECK ETF TRUST 0.1%
Value ($000) $363 Shares 1,711 Est. Cost $280.59 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $361 Shares 4,172 Est. Cost $83.23 Unrealized -5.9%
ALLEGIANCE BANCSHARES INC 0.1%
Value ($000) $358 Shares 8,517 Est. Cost $40.74 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $353 Shares 1,770 Est. Cost $178.59 Unrealized +14.4%
NOW SERVICENOW INC 0.1%
Value ($000) $342 Shares 886 Est. Cost $113.87 Unrealized -20.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $338 Shares 4,101 Est. Cost $65.54 Unrealized +27.9%
IWB ISHARES TR 0.1%
Value ($000) $332 Shares 1,657 Est. Cost $266.12 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $332 Shares 5,073 Est. Cost $54.58 Unrealized +18.8%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $316 Shares 6,200 Est. Cost $64.15 Unrealized -11.4%
NSP INSPERITY INC 0.1%
Value ($000) $314 Shares 3,027 Est. Cost $55.39 Unrealized +75.8%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $306 Shares 17,477 Est. Cost $17.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $289 Shares 4,035 Est. Cost $52.86 Unrealized +17.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $286 Shares 7,049 Est. Cost $46.53 Unrealized -13.9%
BARRICK GOLD CORP 0.1%
Value ($000) $285 Shares 18,842 Est. Cost $18.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $271 Shares 1,640 Est. Cost $170.72 Unrealized -6.0%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $267 Shares 36,153 Est. Cost $10.78 Unrealized -7.0%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $259 Shares 3,524 Est. Cost $89.83 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $246 Shares 2,320 Est. Cost $131.29 Unrealized -19.6%
IJR ISHARES TR 0.1%
Value ($000) $245 Shares 2,768 Est. Cost $88.51 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $227 Shares 2,473 Est. Cost $120.71 Unrealized
UNILEVER PLC 0.1%
Value ($000) $227 Shares 5,073 Est. Cost $59.02 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $226 Shares 1,677 Est. Cost $113.81 Unrealized +19.2%
SHEL SHELL PLC 0.1%
Value ($000) $218 Shares 4,351 Est. Cost $55.39 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $217 Shares 1,000 Est. Cost $217.00 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $215 Shares 2,540 Est. Cost $104.26 Unrealized -16.3%
INTC INTEL CORP 0.1%
Value ($000) $208 Shares 7,893 Est. Cost $32.31 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $207 Shares 843 Est. Cost $289.07 Unrealized -10.4%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $207 Shares 2,400 Est. Cost $84.46 Unrealized -3.5%
HSY HERSHEY CO 0.1%
Value ($000) $206 Shares 919 Est. Cost $205.25 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $204 Shares 599 Est. Cost $326.53 Unrealized 0.0%
R RYDER SYS INC 0.1%
Value ($000) $204 Shares 2,753 Est. Cost $76.08 Unrealized 0.0%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $139 Shares 12,000 Est. Cost $15.89 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $103 Shares 19,550 Est. Cost $10.60 Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $97 Shares 10,421 Est. Cost $9.91 Unrealized -3.3%
FUELCELL ENERGY INC 0.0%
Value ($000) $88 Shares 26,000 Est. Cost $3.38 Unrealized
USDP USD PARTNERS LP 0.0%
Value ($000) $51 Shares 12,824 Est. Cost $3.63 Unrealized