FourThought Financial Partners, LLC Diversified Active

Location: Venice, FL

CIK: 0001956790 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $1.184B (100.0% shares, 0.0% debt)

Holdings (504)

MSFT MICROSOFT CORP COM 4.8%
Value $56.5M Shares 116,821 Est. Cost $256.20 Unrealized +95.4%
AVGO BROADCOM INC COM 4.3%
Value $51.38M Shares 148,466 Est. Cost $150.00 Unrealized +138.0%
NVDA NVIDIA CORPORATION COM 3.1%
Value $36.3M Shares 194,642 Est. Cost $100.22 Unrealized +85.7%
AAPL APPLE INC COM 2.5%
Value $29.4M Shares 108,156 Est. Cost $150.91 Unrealized +77.8%
VOO VANGUARD S&P 500 ETF 2.1%
Value $25.43M Shares 40,544 Est. Cost $464.38 Unrealized
JPM JPMORGAN CHASE & CO. COM 2.0%
Value $23.29M Shares 72,277 Est. Cost $120.32 Unrealized +157.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.0%
Value $23.28M Shares 335,351 Est. Cost $63.33 Unrealized
V VISA INC COM CL A 1.8%
Value $21.56M Shares 61,469 Est. Cost $205.96 Unrealized +65.3%
CVX CHEVRON CORP NEW COM 1.8%
Value $21.31M Shares 139,811 Est. Cost $147.60 Unrealized +2.6%
AMT AMERICAN TOWER CORP NEW COM 1.8%
Value $21.29M Shares 121,242 Est. Cost $183.65 Unrealized -1.8%
AMZN AMAZON COM INC COM 1.8%
Value $21.19M Shares 91,822 Est. Cost $126.34 Unrealized +81.1%
KLAC KLA CORP COM NEW 1.7%
Value $20.7M Shares 17,040 Est. Cost $702.38 Unrealized +66.8%
GOOGL ALPHABET INC CAP STK CL A 1.6%
Value $19.44M Shares 62,094 Est. Cost $111.42 Unrealized +156.3%
NEE NEXTERA ENERGY INC COM 1.6%
Value $18.78M Shares 233,918 Est. Cost $67.45 Unrealized +22.3%
PEP PEPSICO INC COM 1.6%
Value $18.5M Shares 128,868 Est. Cost $150.87 Unrealized -3.3%
MDT MEDTRONIC PLC SHS 1.5%
Value $17.44M Shares 181,571 Est. Cost $78.66 Unrealized +23.5%
CMCSA COMCAST CORP NEW CL A 1.4%
Value $16.63M Shares 556,506 Est. Cost $32.59 Unrealized -12.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 1.4%
Value $16.52M Shares 15,441 Est. Cost $677.67 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.4%
Value $16.02M Shares 131,598 Est. Cost $87.18 Unrealized
ABT ABBOTT LABS COM 1.3%
Value $15.52M Shares 123,907 Est. Cost $99.38 Unrealized +28.1%
LOW LOWES COS INC COM 1.3%
Value $15.42M Shares 63,921 Est. Cost $192.24 Unrealized +24.8%
LMT LOCKHEED MARTIN CORP COM 1.3%
Value $15.25M Shares 31,536 Est. Cost $427.60 Unrealized +11.4%
CB CHUBB LIMITED COM 1.2%
Value $14.22M Shares 45,561 Est. Cost $208.72 Unrealized +40.1%
NOC NORTHROP GRUMMAN CORP COM 1.2%
Value $14.02M Shares 24,594 Est. Cost $489.08 Unrealized +18.3%
AZN ASTRAZENECA PLC SPONSORED ADR 1.2%
Value $13.88M Shares 150,996 Est. Cost $69.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.1%
Value $13.5M Shares 44,410 Est. Cost $85.18 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 1.1%
Value $13.13M Shares 142,262 Est. Cost $82.00 Unrealized
NDAQ NASDAQ INC COM 1.1%
Value $13M Shares 133,843 Est. Cost $64.77 Unrealized +38.6%
COST COSTCO WHOLESALE CORPORATION COM 1.0%
Value $11.94M Shares 13,847 Est. Cost $491.71 Unrealized +84.2%
BLK BLACKROCK INC COM 1.0%
Value $11.85M Shares 11,072 Est. Cost $845.10 Unrealized +28.9%
CME CME GROUP INC COM 0.9%
Value $10.94M Shares 40,050 Est. Cost $197.24 Unrealized +37.3%
AMAT APPLIED MATLS INC COM 0.9%
Value $10.83M Shares 42,123 Est. Cost $113.20 Unrealized +111.6%
AMGN AMGEN INC COM 0.9%
Value $10.46M Shares 31,972 Est. Cost $243.59 Unrealized +29.7%
META META PLATFORMS INC CL A 0.9%
Value $10.13M Shares 15,351 Est. Cost $406.31 Unrealized +64.2%
TXN TEXAS INSTRS INC COM 0.8%
Value $9.933M Shares 57,255 Est. Cost $153.00 Unrealized +11.6%
APD AIR PRODS & CHEMS INC COM 0.8%
Value $9.407M Shares 38,080 Est. Cost $252.94 Unrealized -0.5%
QCOM QUALCOMM INC COM 0.8%
Value $9.092M Shares 53,152 Est. Cost $113.86 Unrealized +50.0%
VONE VANGUARD RUSSELL 1000 ETF 0.7%
Value $8.872M Shares 28,708 Est. Cost $242.94 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.7%
Value $8.184M Shares 298,361 Est. Cost $27.41 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value $7.667M Shares 24,434 Est. Cost $95.30 Unrealized +200.5%
PNC PNC FINL SVCS GROUP INC COM 0.6%
Value $7.642M Shares 36,613 Est. Cost $183.42 Unrealized +5.1%
CAT CATERPILLAR INC COM 0.6%
Value $7.592M Shares 13,253 Est. Cost $381.74 Unrealized +45.5%
PG PROCTER & GAMBLE CO COM 0.6%
Value $7.484M Shares 52,223 Est. Cost $134.03 Unrealized +9.8%
HON HONEYWELL INTL INC COM 0.6%
Value $7.133M Shares 36,561 Est. Cost $178.36 Unrealized +9.3%
PLD PROLOGIS INC. COM 0.6%
Value $6.948M Shares 54,428 Est. Cost $104.99 Unrealized +18.0%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value $6.85M Shares 11,151 Est. Cost $300.98 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.6%
Value $6.779M Shares 7,712 Est. Cost $566.80 Unrealized +43.5%
MA MASTERCARD INCORPORATED CL A 0.6%
Value $6.721M Shares 11,774 Est. Cost $337.37 Unrealized +65.7%
WMT WALMART INC COM 0.6%
Value $6.713M Shares 60,254 Est. Cost $86.45 Unrealized +24.0%
MSCI MSCI INC COM 0.6%
Value $6.697M Shares 11,674 Est. Cost $540.22 Unrealized +3.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value $6.695M Shares 24,952 Est. Cost $270.36 Unrealized -6.0%
CSCO CISCO SYS INC COM 0.5%
Value $6.286M Shares 81,606 Est. Cost $41.92 Unrealized +76.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value $6.201M Shares 62,087 Est. Cost $97.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value $6.032M Shares 12,000 Est. Cost $474.56 Unrealized +4.8%
MELI MERCADOLIBRE INC COM 0.5%
Value $5.99M Shares 2,974 Est. Cost $910.86 Unrealized +130.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value $5.918M Shares 10,214 Est. Cost $527.08 Unrealized +7.2%
SLDE SLIDE INS HLDGS INC COM 0.5%
Value $5.893M Shares 302,506 Est. Cost $16.68 Unrealized 0.0%
LLY ELI LILLY & CO COM 0.5%
Value $5.859M Shares 5,452 Est. Cost $780.78 Unrealized +22.4%
INTU INTUIT COM 0.5%
Value $5.749M Shares 8,679 Est. Cost $420.94 Unrealized +57.0%
CRM SALESFORCE INC COM 0.5%
Value $5.729M Shares 21,625 Est. Cost $178.74 Unrealized +38.8%
CI THE CIGNA GROUP COM 0.5%
Value $5.667M Shares 20,589 Est. Cost $303.60 Unrealized -8.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.5%
Value $5.65M Shares 176,229 Est. Cost $27.52 Unrealized
NOW SERVICENOW INC COM 0.5%
Value $5.463M Shares 35,664 Est. Cost $155.28 Unrealized +10.5%
LRCX LAM RESEARCH CORP COM NEW 0.4%
Value $5.199M Shares 30,372 Est. Cost $74.98 Unrealized +107.2%
CCI CROWN CASTLE INC COM 0.4%
Value $4.835M Shares 54,403 Est. Cost $95.18 Unrealized -4.3%
DLR DIGITAL RLTY TR INC COM 0.4%
Value $4.834M Shares 31,247 Est. Cost $121.16 Unrealized +34.6%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value $4.764M Shares 21,946 Est. Cost $190.75 Unrealized +12.0%
MPLX MPLX LP COM UNIT REP LTD 0.4%
Value $4.656M Shares 87,244 Est. Cost $42.09 Unrealized
MPC MARATHON PETE CORP COM 0.4%
Value $4.6M Shares 28,287 Est. Cost $148.83 Unrealized +25.2%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.4%
Value $4.531M Shares 67,493 Est. Cost $53.24 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value $4.494M Shares 37,345 Est. Cost $112.43 Unrealized +2.7%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value $4.249M Shares 74,231 Est. Cost $56.92 Unrealized
VEEV VEEVA SYS INC CL A COM 0.3%
Value $4.134M Shares 18,517 Est. Cost $212.25 Unrealized +25.0%
ABBV ABBVIE INC COM 0.3%
Value $3.939M Shares 17,240 Est. Cost $178.04 Unrealized +27.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value $3.923M Shares 33,469 Est. Cost $95.66 Unrealized +27.1%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value $3.873M Shares 5,679 Est. Cost $532.76 Unrealized
CSX CSX CORP COM 0.3%
Value $3.833M Shares 105,736 Est. Cost $29.78 Unrealized +19.9%
ADBE ADOBE INC COM 0.3%
Value $3.698M Shares 10,567 Est. Cost $350.56 Unrealized -3.0%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value $3.496M Shares 85,830 Est. Cost $35.70 Unrealized +13.4%
HD HOME DEPOT INC COM 0.3%
Value $3.399M Shares 9,877 Est. Cost $281.13 Unrealized +29.7%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value $3.359M Shares 67,159 Est. Cost $52.92 Unrealized +1.5%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.3%
Value $3.284M Shares 65,293 Est. Cost $50.09 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value $3.188M Shares 15,404 Est. Cost $156.50 Unrealized +25.9%
WMB WILLIAMS COS INC COM 0.3%
Value $3.12M Shares 51,901 Est. Cost $34.83 Unrealized +72.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value $3.108M Shares 29,014 Est. Cost $106.45 Unrealized
FTNT FORTINET INC COM 0.3%
Value $3.054M Shares 38,456 Est. Cost $61.79 Unrealized +34.2%
NVO NOVO-NORDISK A S ADR 0.3%
Value $3.037M Shares 59,691 Est. Cost $73.33 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.3%
Value $3.004M Shares 11,877 Est. Cost $201.75 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value $2.716M Shares 46,529 Est. Cost $64.68 Unrealized +0.3%
KAYNE ANDERSON ENERGY INFRSTR COM 0.2%
Value $2.71M Shares 218,866 Est. Cost $9.41 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value $2.688M Shares 22,365 Est. Cost $110.48 Unrealized
ARCC ARES CAPITAL CORP COM 0.2%
Value $2.577M Shares 127,369 Est. Cost $18.84 Unrealized +5.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value $2.562M Shares 3,399 Est. Cost $414.74 Unrealized
CPK CHESAPEAKE UTILS CORP COM 0.2%
Value $2.558M Shares 20,500 Est. Cost $120.72 Unrealized +8.8%
ZTS ZOETIS INC CL A 0.2%
Value $2.493M Shares 19,811 Est. Cost $157.11 Unrealized -17.1%
SHYM ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF 0.2%
Value $2.357M Shares 106,073 Est. Cost $22.52 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value $2.345M Shares 10,949 Est. Cost $84.61 Unrealized +165.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value $2.337M Shares 4,986 Est. Cost $144.77 Unrealized +251.7%
AOS SMITH A O CORP COM 0.2%
Value $2.292M Shares 34,271 Est. Cost $65.78 Unrealized +2.5%
YUM YUM BRANDS INC COM 0.2%
Value $2.14M Shares 14,143 Est. Cost $132.36 Unrealized +11.6%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.2%
Value $2.092M Shares 89,377 Est. Cost $23.41 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.2%
Value $2.073M Shares 93,926 Est. Cost $22.08 Unrealized
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.2%
Value $2.058M Shares 179,588 Est. Cost $3.24 Unrealized +344.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value $2.002M Shares 13,656 Est. Cost $144.74 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value $1.801M Shares 7,314 Est. Cost $257.33 Unrealized -3.8%
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value $1.661M Shares 66,607 Est. Cost $25.73 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $1.625M Shares 4,847 Est. Cost $203.59 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $1.609M Shares 97,600 Est. Cost $14.64 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value $1.592M Shares 8,955 Est. Cost $82.97 Unrealized +118.2%
ATI ATI INC COM 0.1%
Value $1.587M Shares 13,827 Est. Cost $60.96 Unrealized +59.9%
MS MORGAN STANLEY COM NEW 0.1%
Value $1.525M Shares 8,589 Est. Cost $121.06 Unrealized +37.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value $1.51M Shares 2 Est. Cost $692527.00 Unrealized +7.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value $1.46M Shares 9,819 Est. Cost $85.19 Unrealized
MCK MCKESSON CORP COM 0.1%
Value $1.451M Shares 1,769 Est. Cost $557.26 Unrealized +46.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value $1.394M Shares 5,420 Est. Cost $286.27 Unrealized -7.5%
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.1%
Value $1.378M Shares 8,614 Est. Cost $127.96 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value $1.372M Shares 53,893 Est. Cost $25.48 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value $1.33M Shares 1,467 Est. Cost $350.38 Unrealized +174.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value $1.298M Shares 16,469 Est. Cost $76.47 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $1.294M Shares 6,516 Est. Cost $113.96 Unrealized
PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF 0.1%
Value $1.283M Shares 67,288 Est. Cost $17.71 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value $1.276M Shares 25,216 Est. Cost $50.16 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value $1.27M Shares 9,842 Est. Cost $92.15 Unrealized +45.4%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.1%
Value $1.265M Shares 11,401 Est. Cost $105.04 Unrealized
RTX RTX CORPORATION COM 0.1%
Value $1.237M Shares 6,742 Est. Cost $118.27 Unrealized +46.6%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value $1.212M Shares 22,464 Est. Cost $46.69 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value $1.167M Shares 48,078 Est. Cost $24.31 Unrealized
HL HECLA MNG CO COM 0.1%
Value $1.167M Shares 60,818 Est. Cost $15.27 Unrealized 0.0%
FDX FEDEX CORP COM 0.1%
Value $1.162M Shares 4,022 Est. Cost $271.47 Unrealized -3.6%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.1%
Value $1.149M Shares 4,867 Est. Cost $171.59 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value $1.143M Shares 3,394 Est. Cost $311.51 Unrealized +9.4%
BAC BANK AMERICA CORP COM 0.1%
Value $1.116M Shares 20,285 Est. Cost $42.94 Unrealized +22.7%
HLNE HAMILTON LANE INC CL A 0.1%
Value $1.109M Shares 8,256 Est. Cost $93.52 Unrealized +34.5%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value $1.091M Shares 11,444 Est. Cost $97.55 Unrealized +0.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $1.076M Shares 2,273 Est. Cost $354.87 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $1.066M Shares 6,940 Est. Cost $121.17 Unrealized +21.9%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value $1.039M Shares 42,896 Est. Cost $24.28 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value $1.034M Shares 4,266 Est. Cost $180.80 Unrealized +22.9%
PM PHILIP MORRIS INTL INC COM 0.1%
Value $1.032M Shares 6,436 Est. Cost $123.36 Unrealized +24.5%
WM WASTE MGMT INC DEL COM 0.1%
Value $1.006M Shares 4,577 Est. Cost $211.35 Unrealized +0.6%
SNPS SYNOPSYS INC COM 0.1%
Value $985K Shares 2,097 Est. Cost $470.09 Unrealized -5.5%
BA BOEING CO COM 0.1%
Value $971K Shares 4,470 Est. Cost $164.71 Unrealized +24.9%
AON AON PLC SHS CL A 0.1%
Value $969K Shares 2,747 Est. Cost $307.72 Unrealized +13.5%
GE GE AEROSPACE COM NEW 0.1%
Value $968K Shares 3,144 Est. Cost $202.28 Unrealized +48.7%
T AT&T INC COM 0.1%
Value $968K Shares 38,965 Est. Cost $15.58 Unrealized +62.3%
MCD MCDONALDS CORP COM 0.1%
Value $966K Shares 3,160 Est. Cost $291.07 Unrealized +4.8%
LION LIONSGATE STUDIOS CORP COM 0.1%
Value $944K Shares 103,393 Est. Cost $7.11 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value $940K Shares 2,091 Est. Cost $323.56 Unrealized +37.0%
AG FIRST MAJESTIC SILVER CORP COM 0.1%
Value $926K Shares 55,596 Est. Cost $13.89 Unrealized 0.0%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.1%
Value $917K Shares 24,067 Est. Cost $38.11 Unrealized
HUBB HUBBELL INC COM 0.1%
Value $901K Shares 2,028 Est. Cost $250.80 Unrealized +74.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $899K Shares 6,266 Est. Cost $108.35 Unrealized
UNP UNION PAC CORP COM 0.1%
Value $893K Shares 3,860 Est. Cost $230.22 Unrealized -1.3%
HDB HDFC BANK LTD SPONSORED ADS 0.1%
Value $879K Shares 24,058 Est. Cost $49.08 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $874K Shares 1,276 Est. Cost $435.56 Unrealized
NFLX NETFLIX INC COM 0.1%
Value $869K Shares 9,269 Est. Cost $105.00 Unrealized +2.7%
ORCL ORACLE CORP COM 0.1%
Value $860K Shares 4,414 Est. Cost $180.86 Unrealized +31.6%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value $845K Shares 22,321 Est. Cost $27.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $840K Shares 2,835 Est. Cost $223.99 Unrealized +33.4%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $820K Shares 2,484 Est. Cost $457.39 Unrealized -26.3%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.1%
Value $801K Shares 37,861 Est. Cost $21.18 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value $795K Shares 8,525 Est. Cost $70.42 Unrealized +23.0%
DE DEERE & CO COM 0.1%
Value $793K Shares 1,703 Est. Cost $424.90 Unrealized +10.1%
EXLS EXLSERVICE HOLDINGS INC COM 0.1%
Value $793K Shares 18,682 Est. Cost $32.79 Unrealized +24.7%
UL UNILEVER PLC SPON ADR NEW 0.1%
Value $757K Shares 11,568 Est. Cost $65.40 Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.1%
Value $742K Shares 170,273 Est. Cost $5.77 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value $725K Shares 3,936 Est. Cost $195.38 Unrealized +3.3%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value $720K Shares 2,581 Est. Cost $218.61 Unrealized +28.8%
GLD SPDR GOLD SHARES 0.1%
Value $715K Shares 1,803 Est. Cost $277.21 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value $710K Shares 4,228 Est. Cost $87.42 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value $699K Shares 7,259 Est. Cost $67.45 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value $696K Shares 8,942 Est. Cost $75.42 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.1%
Value $683K Shares 9,803 Est. Cost $69.67 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $679K Shares 10,291 Est. Cost $96.42 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $673K Shares 3,514 Est. Cost $178.57 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value $662K Shares 7,903 Est. Cost $80.77 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value $656K Shares 2,260 Est. Cost $388.80 Unrealized -28.0%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value $654K Shares 1,817 Est. Cost $242.66 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value $644K Shares 5,518 Est. Cost $68.15 Unrealized +52.1%
LIN LINDE PLC SHS 0.1%
Value $627K Shares 1,471 Est. Cost $465.52 Unrealized -8.2%
BBSI BARRETT BUSINESS SVCS INC COM 0.1%
Value $622K Shares 17,164 Est. Cost $38.22 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value $616K Shares 115 Est. Cost $4842.41 Unrealized +6.1%
EMR EMERSON ELEC CO COM 0.1%
Value $607K Shares 4,574 Est. Cost $119.37 Unrealized +10.9%
DHR DANAHER CORPORATION COM 0.1%
Value $600K Shares 2,622 Est. Cost $242.13 Unrealized -9.3%
GRAL GRAIL INC COM 0.1%
Value $600K Shares 7,005 Est. Cost $42.91 Unrealized +101.3%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.1%
Value $595K Shares 9,245 Est. Cost $55.28 Unrealized +21.0%
COP CONOCOPHILLIPS COM 0.1%
Value $594K Shares 6,349 Est. Cost $101.28 Unrealized -11.1%
PUMP PROPETRO HLDG CORP COM 0.0%
Value $578K Shares 60,830 Est. Cost $5.41 Unrealized +60.7%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $574K Shares 4,379 Est. Cost $102.79 Unrealized +33.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $572K Shares 10,451 Est. Cost $41.08 Unrealized
SO SOUTHERN CO COM 0.0%
Value $571K Shares 6,550 Est. Cost $84.51 Unrealized +7.5%
D DOMINION ENERGY INC COM 0.0%
Value $568K Shares 9,701 Est. Cost $55.27 Unrealized +8.1%
ADI ANALOG DEVICES INC COM 0.0%
Value $560K Shares 2,065 Est. Cost $216.79 Unrealized +15.6%
MTN VAIL RESORTS INC COM 0.0%
Value $560K Shares 4,216 Est. Cost $147.17 Unrealized 0.0%
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value $559K Shares 28,236 Est. Cost $18.84 Unrealized 0.0%
OSPN ONESPAN INC COM 0.0%
Value $556K Shares 43,295 Est. Cost $13.49 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value $555K Shares 1,137 Est. Cost $306.01 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $554K Shares 1,425 Est. Cost $276.08 Unrealized +35.9%
DIS DISNEY WALT CO COM 0.0%
Value $553K Shares 4,861 Est. Cost $105.32 Unrealized +4.0%
MRK MERCK & CO INC COM 0.0%
Value $544K Shares 5,173 Est. Cost $95.89 Unrealized -2.8%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $541K Shares 1,798 Est. Cost $269.25 Unrealized
AXGN AXOGEN INC COM 0.0%
Value $540K Shares 16,507 Est. Cost $14.51 Unrealized +69.5%
VSTS VESTIS CORPORATION COM SHS 0.0%
Value $528K Shares 79,227 Est. Cost $5.83 Unrealized 0.0%
IBTA IBOTTA INC CLASS A COM SHS 0.0%
Value $526K Shares 23,134 Est. Cost $26.99 Unrealized 0.0%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $525K Shares 47,148 Est. Cost $11.07 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $512K Shares 5,441 Est. Cost $95.13 Unrealized
AFL AFLAC INC COM 0.0%
Value $509K Shares 4,618 Est. Cost $106.42 Unrealized +3.2%
OMCL OMNICELL COM COM 0.0%
Value $508K Shares 11,212 Est. Cost $30.73 Unrealized +19.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value $507K Shares 1,286 Est. Cost $219.18 Unrealized
AMRC AMERESCO INC CL A 0.0%
Value $506K Shares 17,267 Est. Cost $22.88 Unrealized +53.4%
HY HYSTER-YALE INC CL A 0.0%
Value $504K Shares 16,976 Est. Cost $35.31 Unrealized -7.4%
NUE NUCOR CORP COM 0.0%
Value $493K Shares 3,025 Est. Cost $140.51 Unrealized +6.6%
PFE PFIZER INC COM 0.0%
Value $492K Shares 19,777 Est. Cost $25.12 Unrealized -0.3%
MO ALTRIA GROUP INC COM 0.0%
Value $483K Shares 8,380 Est. Cost $49.41 Unrealized +20.1%
INOD INNODATA INC COM NEW 0.0%
Value $483K Shares 9,475 Est. Cost $55.60 Unrealized +17.3%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $481K Shares 4,690 Est. Cost $74.96 Unrealized
HCC WARRIOR MET COAL INC COM 0.0%
Value $479K Shares 5,438 Est. Cost $58.57 Unrealized +28.4%
SYK STRYKER CORPORATION COM 0.0%
Value $471K Shares 1,341 Est. Cost $368.72 Unrealized -1.4%
VICR VICOR CORP COM 0.0%
Value $470K Shares 4,287 Est. Cost $48.71 Unrealized +74.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $468K Shares 1,510 Est. Cost $269.55 Unrealized +5.8%
ANDE ANDERSONS INC COM 0.0%
Value $461K Shares 8,665 Est. Cost $38.19 Unrealized +27.6%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $455K Shares 2,493 Est. Cost $165.07 Unrealized +0.7%
SHOO MADDEN STEVEN LTD COM 0.0%
Value $452K Shares 10,858 Est. Cost $27.75 Unrealized +38.5%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value $452K Shares 7,929 Est. Cost $50.75 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $450K Shares 1,273 Est. Cost $258.55 Unrealized +40.5%
IRMD IRADIMED CORP COM 0.0%
Value $448K Shares 4,607 Est. Cost $85.35 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value $447K Shares 7,921 Est. Cost $52.28 Unrealized +9.7%
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value $446K Shares 17,476 Est. Cost $25.53 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $446K Shares 3,864 Est. Cost $97.00 Unrealized +21.3%
KODK EASTMAN KODAK CO COM NEW 0.0%
Value $443K Shares 52,384 Est. Cost $7.48 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value $437K Shares 3,237 Est. Cost $69.41 Unrealized +92.4%
SGML SIGMA LITHIUM CORPORATION COM 0.0%
Value $436K Shares 33,084 Est. Cost $8.61 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value $434K Shares 1,495 Est. Cost $255.12 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value $432K Shares 5,842 Est. Cost $65.65 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $432K Shares 1,128 Est. Cost $457.85 Unrealized -12.5%
SNDK SANDISK CORP COM 0.0%
Value $422K Shares 1,778 Est. Cost $200.29 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $421K Shares 317 Est. Cost $1364.80 Unrealized -4.0%
GEV GE VERNOVA INC COM 0.0%
Value $421K Shares 644 Est. Cost $437.78 Unrealized +39.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $417K Shares 1,896 Est. Cost $153.60 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value $413K Shares 1,815 Est. Cost $231.32 Unrealized -8.2%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value $410K Shares 11,794 Est. Cost $53.84 Unrealized +45.9%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value $410K Shares 11,731 Est. Cost $35.57 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $408K Shares 4,798 Est. Cost $73.50 Unrealized +19.0%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $406K Shares 30,316 Est. Cost $14.51 Unrealized +7.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $405K Shares 7,511 Est. Cost $54.15 Unrealized -12.2%
RHLD RESOLUTE HLDGS MGMT INC COM 0.0%
Value $404K Shares 1,956 Est. Cost $147.92 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value $403K Shares 4,197 Est. Cost $96.03 Unrealized
MCO MOODYS CORP COM 0.0%
Value $400K Shares 784 Est. Cost $474.26 Unrealized +2.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $399K Shares 8,045 Est. Cost $53.21 Unrealized
KO COCA COLA CO COM 0.0%
Value $396K Shares 5,664 Est. Cost $64.07 Unrealized +8.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $389K Shares 4,848 Est. Cost $84.98 Unrealized -4.6%
LW LAMB WESTON HLDGS INC COM 0.0%
Value $388K Shares 9,258 Est. Cost $58.72 Unrealized 0.0%
LZB LA Z BOY INC COM 0.0%
Value $385K Shares 10,333 Est. Cost $36.67 Unrealized -4.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $383K Shares 9,534 Est. Cost $37.39 Unrealized 0.0%
FTAI FTAI AVIATION LTD SHS 0.0%
Value $380K Shares 1,928 Est. Cost $141.79 Unrealized +20.1%
LEG LEGGETT & PLATT INC COM 0.0%
Value $379K Shares 34,440 Est. Cost $9.53 Unrealized +3.3%
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value $379K Shares 4,279 Est. Cost $85.17 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value $377K Shares 7,879 Est. Cost $40.16 Unrealized +17.3%
DAKT DAKTRONICS INC COM 0.0%
Value $376K Shares 19,035 Est. Cost $17.94 Unrealized +6.5%
FIGS FIGS INC CL A 0.0%
Value $373K Shares 32,851 Est. Cost $6.69 Unrealized +40.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $371K Shares 4,924 Est. Cost $66.99 Unrealized
ISBA ISABELLA BK CORP COM 0.0%
Value $370K Shares 7,392 Est. Cost $27.18 Unrealized +55.0%
SCHL SCHOLASTIC CORP COM 0.0%
Value $368K Shares 12,427 Est. Cost $24.29 Unrealized +17.1%
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value $367K Shares 10,539 Est. Cost $29.86 Unrealized 0.0%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value $367K Shares 3,284 Est. Cost $111.80 Unrealized
RS RELIANCE INC COM 0.0%
Value $367K Shares 1,271 Est. Cost $296.62 Unrealized -5.3%
AMCX AMC NETWORKS INC CL A 0.0%
Value $367K Shares 38,550 Est. Cost $8.43 Unrealized 0.0%
QCRH QCR HOLDINGS INC COM 0.0%
Value $366K Shares 4,398 Est. Cost $78.66 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $364K Shares 3,500 Est. Cost $104.07 Unrealized
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value $363K Shares 67,262 Est. Cost $6.40 Unrealized +2.1%
WASH WASHINGTON TR BANCORP INC COM 0.0%
Value $363K Shares 12,290 Est. Cost $27.90 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value $361K Shares 1,766 Est. Cost $166.01 Unrealized +21.5%
INCY INCYTE CORP COM 0.0%
Value $359K Shares 3,630 Est. Cost $71.68 Unrealized +35.0%
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR 0.0%
Value $358K Shares 12,875 Est. Cost $27.83 Unrealized
VSAT VIASAT INC COM 0.0%
Value $355K Shares 10,314 Est. Cost $35.30 Unrealized 0.0%
GUESS INC COM 0.0%
Value $354K Shares 21,135 Est. Cost $16.75 Unrealized
PLUS EPLUS INC COM 0.0%
Value $353K Shares 4,028 Est. Cost $70.51 Unrealized +17.0%
ES EVERSOURCE ENERGY COM 0.0%
Value $353K Shares 5,246 Est. Cost $69.55 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $353K Shares 1,093 Est. Cost $229.65 Unrealized
NWPX NWPX INFRASTRUCTURE INC COM 0.0%
Value $352K Shares 5,629 Est. Cost $47.78 Unrealized +20.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value $350K Shares 946 Est. Cost $283.80 Unrealized +25.8%
CRH CRH PLC ORD 0.0%
Value $347K Shares 2,779 Est. Cost $106.52 Unrealized +11.8%
ANGI ANGI INC CL A NEW 0.0%
Value $346K Shares 26,757 Est. Cost $16.36 Unrealized -21.3%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $344K Shares 7,084 Est. Cost $47.08 Unrealized 0.0%
ONTO ONTO INNOVATION INC COM 0.0%
Value $344K Shares 2,177 Est. Cost $107.03 Unrealized +32.7%
ETN EATON CORP PLC SHS 0.0%
Value $340K Shares 1,067 Est. Cost $347.18 Unrealized +2.1%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $339K Shares 748 Est. Cost $461.41 Unrealized -6.6%
UNM UNUM GROUP COM 0.0%
Value $337K Shares 4,344 Est. Cost $69.09 Unrealized +10.7%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value $335K Shares 10,668 Est. Cost $27.95 Unrealized +11.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $333K Shares 6,980 Est. Cost $47.42 Unrealized -3.4%
SON SONOCO PRODS CO COM 0.0%
Value $333K Shares 7,635 Est. Cost $41.17 Unrealized 0.0%
DDS DILLARDS INC CL A 0.0%
Value $333K Shares 549 Est. Cost $504.42 Unrealized +20.8%
HTO H2O AMERICA COM 0.0%
Value $332K Shares 6,769 Est. Cost $47.95 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.0%
Value $331K Shares 8,135 Est. Cost $40.71 Unrealized 0.0%
MCB METROPOLITAN BK HLDG CORP COM 0.0%
Value $331K Shares 4,330 Est. Cost $73.85 Unrealized 0.0%
CLPT CLEARPOINT NEURO INC COM 0.0%
Value $330K Shares 24,132 Est. Cost $11.78 Unrealized +57.4%
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG 0.0%
Value $330K Shares 11,292 Est. Cost $28.91 Unrealized 0.0%
BELFB BEL FUSE INC CL B 0.0%
Value $329K Shares 1,941 Est. Cost $133.52 Unrealized +17.0%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value $328K Shares 10,772 Est. Cost $32.09 Unrealized
KKR KKR & CO INC COM 0.0%
Value $328K Shares 2,571 Est. Cost $143.17 Unrealized -13.2%
VNT VONTIER CORPORATION COM 0.0%
Value $327K Shares 8,800 Est. Cost $35.90 Unrealized +6.6%
TTGT TECHTARGET INC COM NEW 0.0%
Value $327K Shares 60,469 Est. Cost $5.38 Unrealized 0.0%
ACHC ACADIA HEALTHCARE COMPANY INC COM 0.0%
Value $325K Shares 22,911 Est. Cost $18.92 Unrealized 0.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value $325K Shares 1,819 Est. Cost $164.32 Unrealized +13.9%
ORN ORION GROUP HLDGS INC COM 0.0%
Value $325K Shares 32,663 Est. Cost $7.88 Unrealized +22.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $324K Shares 9,933 Est. Cost $29.95 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value $324K Shares 660 Est. Cost $473.82 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value $323K Shares 1,668 Est. Cost $220.13 Unrealized -12.5%
TER TERADYNE INC COM 0.0%
Value $322K Shares 1,663 Est. Cost $109.09 Unrealized +57.2%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $317K Shares 1,987 Est. Cost $175.68 Unrealized +0.7%
BAYFIRST FINANCIAL CORP COM 0.0%
Value $316K Shares 40,229 Est. Cost $13.27 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $316K Shares 2,815 Est. Cost $137.05 Unrealized -15.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $316K Shares 2,119 Est. Cost $118.30 Unrealized +14.7%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $316K Shares 1,093 Est. Cost $249.53 Unrealized +15.7%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $315K Shares 2,175 Est. Cost $132.57 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $315K Shares 5,476 Est. Cost $52.93 Unrealized +12.4%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $313K Shares 1,576 Est. Cost $177.42 Unrealized +13.9%
RELY REMITLY GLOBAL INC COM 0.0%
Value $313K Shares 22,664 Est. Cost $14.53 Unrealized 0.0%
ATKR ATKORE INC COM 0.0%
Value $310K Shares 4,907 Est. Cost $64.34 Unrealized +0.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $307K Shares 3,485 Est. Cost $78.65 Unrealized +6.6%
CNNE CANNAE HLDGS INC COM 0.0%
Value $307K Shares 19,532 Est. Cost $16.89 Unrealized 0.0%
SFBS SERVISFIRST BANCSHARES INC COM 0.0%
Value $306K Shares 4,269 Est. Cost $72.99 Unrealized 0.0%
SKYT SKYWATER TECHNOLOGY INC COM 0.0%
Value $306K Shares 16,871 Est. Cost $11.56 Unrealized +50.3%
OKE ONEOK INC NEW COM 0.0%
Value $306K Shares 4,168 Est. Cost $59.71 Unrealized +18.0%
RPM RPM INTL INC COM 0.0%
Value $306K Shares 2,942 Est. Cost $119.99 Unrealized -9.8%
ADAM ADAMAS TRUST INC. COM 0.0%
Value $305K Shares 41,787 Est. Cost $6.97 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $303K Shares 1,885 Est. Cost $160.56 Unrealized 0.0%
KSS KOHLS CORP COM 0.0%
Value $301K Shares 14,744 Est. Cost $13.33 Unrealized +40.6%
DRD DRDGOLD LIMITED SPON ADR REPSTG 0.0%
Value $300K Shares 9,680 Est. Cost $27.60 Unrealized
SNCY SUN CTRY AIRLS HLDGS INC COM 0.0%
Value $296K Shares 20,577 Est. Cost $12.37 Unrealized +3.4%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value $295K Shares 31,378 Est. Cost $8.48 Unrealized 0.0%
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value $295K Shares 3,458 Est. Cost $57.92 Unrealized +23.4%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $293K Shares 18,601 Est. Cost $17.85 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value $291K Shares 1,522 Est. Cost $151.23 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL COM 0.0%
Value $289K Shares 8,692 Est. Cost $31.28 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value $288K Shares 2,888 Est. Cost $70.47 Unrealized +28.0%
FOXA FOX CORP CL A COM 0.0%
Value $286K Shares 3,917 Est. Cost $65.34 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $286K Shares 5,311 Est. Cost $63.61 Unrealized -10.3%
WSR WHITESTONE REIT COM 0.0%
Value $286K Shares 20,571 Est. Cost $13.89 Unrealized
JBL JABIL INC COM 0.0%
Value $286K Shares 1,253 Est. Cost $213.29 Unrealized 0.0%
FN FABRINET SHS 0.0%
Value $285K Shares 627 Est. Cost $329.28 Unrealized +32.1%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $283K Shares 728 Est. Cost $402.55 Unrealized +2.7%
NTAP NETAPP INC COM 0.0%
Value $283K Shares 2,646 Est. Cost $110.78 Unrealized +2.6%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $283K Shares 1,638 Est. Cost $161.01 Unrealized +16.4%
MRSH MARSH COM 0.0%
Value $282K Shares 1,521 Est. Cost $213.61 Unrealized -12.7%
XMTR XOMETRY INC CLASS A COM 0.0%
Value $280K Shares 4,706 Est. Cost $56.37 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value $277K Shares 2,533 Est. Cost $103.86 Unrealized -2.5%
GEOS GEOSPACE TECHNOLOGIES CORP COM 0.0%
Value $276K Shares 16,339 Est. Cost $20.08 Unrealized 0.0%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value $276K Shares 1,917 Est. Cost $194.19 Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value $275K Shares 1,491 Est. Cost $83.04 Unrealized +123.2%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $274K Shares 15,268 Est. Cost $13.15 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $274K Shares 3,571 Est. Cost $71.65 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $273K Shares 4,362 Est. Cost $57.63 Unrealized
CSTM CONSTELLIUM SE CL A SHS 0.0%
Value $272K Shares 14,417 Est. Cost $14.31 Unrealized +16.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $271K Shares 936 Est. Cost $249.39 Unrealized +12.5%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value $271K Shares 19,345 Est. Cost $13.43 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value $269K Shares 6,877 Est. Cost $41.46 Unrealized 0.0%
ASH ASHLAND INC COM 0.0%
Value $269K Shares 4,581 Est. Cost $52.60 Unrealized 0.0%
CCB COASTAL FINL CORP WA COM NEW 0.0%
Value $266K Shares 2,324 Est. Cost $109.10 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value $265K Shares 3,029 Est. Cost $54.08 Unrealized +57.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $264K Shares 2,620 Est. Cost $108.41 Unrealized 0.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $264K Shares 1,056 Est. Cost $195.93 Unrealized
CDW CDW CORP COM 0.0%
Value $264K Shares 1,936 Est. Cost $147.03 Unrealized 0.0%
AVNT AVIENT CORPORATION COM 0.0%
Value $263K Shares 8,432 Est. Cost $30.73 Unrealized 0.0%
UBS UBS GROUP AG SHS 0.0%
Value $263K Shares 5,680 Est. Cost $40.40 Unrealized 0.0%
KEP KOREA ELEC PWR CORP SPONSORED ADR 0.0%
Value $263K Shares 15,918 Est. Cost $16.50 Unrealized
IEX IDEX CORP COM 0.0%
Value $262K Shares 1,471 Est. Cost $168.17 Unrealized +1.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $261K Shares 3,095 Est. Cost $88.51 Unrealized 0.0%
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value $261K Shares 3,119 Est. Cost $79.64 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $260K Shares 1,238 Est. Cost $158.33 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value $259K Shares 810 Est. Cost $425.65 Unrealized -24.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $258K Shares 294 Est. Cost $817.77 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $257K Shares 2,877 Est. Cost $89.46 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value $257K Shares 3,478 Est. Cost $61.40 Unrealized +15.1%
WELL WELLTOWER INC COM 0.0%
Value $257K Shares 1,383 Est. Cost $140.30 Unrealized +32.9%
CMI CUMMINS INC COM 0.0%
Value $255K Shares 500 Est. Cost $343.55 Unrealized +35.7%
ADSK AUTODESK INC COM 0.0%
Value $255K Shares 861 Est. Cost $285.38 Unrealized +6.0%
BCC BOISE CASCADE CO DEL COM 0.0%
Value $255K Shares 3,458 Est. Cost $72.78 Unrealized 0.0%
PII POLARIS INC COM 0.0%
Value $254K Shares 4,020 Est. Cost $54.04 Unrealized +21.8%
MKSI MKS INC. COM 0.0%
Value $252K Shares 1,577 Est. Cost $106.31 Unrealized +39.4%
COCO VITA COCO CO INC COM 0.0%
Value $251K Shares 4,729 Est. Cost $37.08 Unrealized +26.5%
FAST FASTENAL CO COM 0.0%
Value $248K Shares 6,168 Est. Cost $42.03 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $248K Shares 764 Est. Cost $364.80 Unrealized -8.4%
ACIW ACI WORLDWIDE INC COM 0.0%
Value $247K Shares 5,172 Est. Cost $52.27 Unrealized -7.2%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $247K Shares 1,418 Est. Cost $195.01 Unrealized -6.1%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value $246K Shares 31,357 Est. Cost $7.58 Unrealized
TGT TARGET CORP COM 0.0%
Value $246K Shares 2,514 Est. Cost $134.86 Unrealized -32.1%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value $244K Shares 19,837 Est. Cost $11.39 Unrealized +1.7%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $243K Shares 856 Est. Cost $246.88 Unrealized 0.0%
NSP INSPERITY INC COM 0.0%
Value $243K Shares 6,263 Est. Cost $39.43 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $242K Shares 6,899 Est. Cost $31.24 Unrealized +18.5%
NHC NATIONAL HEALTHCARE CORP COM 0.0%
Value $241K Shares 1,759 Est. Cost $108.14 Unrealized +19.4%
WABC WESTAMERICA BANCORPORATION COM 0.0%
Value $241K Shares 5,040 Est. Cost $47.37 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $241K Shares 2,945 Est. Cost $73.04 Unrealized +23.3%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $240K Shares 1,095 Est. Cost $148.51 Unrealized +64.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $240K Shares 4,531 Est. Cost $50.14 Unrealized
SSB SOUTHSTATE BK CORP COM 0.0%
Value $239K Shares 2,544 Est. Cost $96.44 Unrealized -4.8%
TREX TREX CO INC COM 0.0%
Value $238K Shares 6,789 Est. Cost $53.40 Unrealized -24.3%
SYY SYSCO CORP COM 0.0%
Value $237K Shares 3,222 Est. Cost $73.82 Unrealized +2.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $237K Shares 3,483 Est. Cost $69.05 Unrealized -4.5%
SHEL SHELL PLC SPON ADS 0.0%
Value $237K Shares 3,226 Est. Cost $73.16 Unrealized
COR CENCORA INC COM 0.0%
Value $235K Shares 697 Est. Cost $233.11 Unrealized +46.1%
APP APPLOVIN CORP COM CL A 0.0%
Value $235K Shares 349 Est. Cost $461.14 Unrealized +36.6%
HTGC HERCULES CAPITAL INC COM 0.0%
Value $234K Shares 12,436 Est. Cost $19.51 Unrealized -7.5%
LSTR LANDSTAR SYS INC COM 0.0%
Value $234K Shares 1,628 Est. Cost $143.70 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $233K Shares 231 Est. Cost $1116.02 Unrealized -13.2%
BILL BILL HOLDINGS INC COM 0.0%
Value $232K Shares 4,250 Est. Cost $51.37 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value $231K Shares 1,626 Est. Cost $123.87 Unrealized 0.0%
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value $231K Shares 18,471 Est. Cost $12.49 Unrealized
PENG PENGUIN SOLUTIONS INC COM 0.0%
Value $231K Shares 11,792 Est. Cost $21.43 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $230K Shares 4,385 Est. Cost $53.47 Unrealized 0.0%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value $230K Shares 2,344 Est. Cost $100.67 Unrealized -7.8%
J JACOBS SOLUTIONS INC COM 0.0%
Value $229K Shares 1,732 Est. Cost $146.41 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value $229K Shares 603 Est. Cost $367.96 Unrealized 0.0%
NMIH NMI HLDGS INC COM 0.0%
Value $228K Shares 5,582 Est. Cost $37.80 Unrealized 0.0%
NMRK NEWMARK GROUP INC CL A 0.0%
Value $227K Shares 13,064 Est. Cost $16.19 Unrealized +8.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $226K Shares 1,247 Est. Cost $181.27 Unrealized
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value $226K Shares 4,887 Est. Cost $40.53 Unrealized +11.7%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value $225K Shares 753 Est. Cost $280.07 Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value $223K Shares 3,072 Est. Cost $73.96 Unrealized 0.0%
SITM SITIME CORP COM 0.0%
Value $223K Shares 630 Est. Cost $312.93 Unrealized 0.0%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value $222K Shares 4,745 Est. Cost $38.44 Unrealized
KEY KEYCORP COM 0.0%
Value $221K Shares 10,723 Est. Cost $17.04 Unrealized +8.5%
MBLY MOBILEYE GLOBAL INC COMMON CLASS A 0.0%
Value $221K Shares 21,179 Est. Cost $12.49 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $221K Shares 390 Est. Cost $532.37 Unrealized 0.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value $221K Shares 618 Est. Cost $353.69 Unrealized 0.0%
EGO ELDORADO GOLD CORP NEW COM 0.0%
Value $219K Shares 6,100 Est. Cost $29.93 Unrealized 0.0%
BSET BASSETT FURNITURE INDS INC COM 0.0%
Value $219K Shares 13,047 Est. Cost $13.45 Unrealized +14.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $218K Shares 7,576 Est. Cost $23.37 Unrealized 0.0%
GTES GATES INDL CORP PLC ORD SHS 0.0%
Value $218K Shares 10,144 Est. Cost $23.08 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $217K Shares 1,342 Est. Cost $156.24 Unrealized -0.0%
WRBY WARBY PARKER INC CL A COM 0.0%
Value $217K Shares 9,966 Est. Cost $21.76 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value $217K Shares 589 Est. Cost $256.82 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $216K Shares 1,197 Est. Cost $101.96 Unrealized +85.5%
ACA ARCOSA INC COM 0.0%
Value $215K Shares 2,024 Est. Cost $92.88 Unrealized +8.6%
YOU CLEAR SECURE INC COM CL A 0.0%
Value $214K Shares 6,112 Est. Cost $33.96 Unrealized 0.0%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $214K Shares 2,459 Est. Cost $46.44 Unrealized +126.3%
PZZA PAPA JOHNS INTL INC COM 0.0%
Value $214K Shares 5,551 Est. Cost $43.32 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value $213K Shares 16,265 Est. Cost $10.07 Unrealized +27.4%
BOOT BOOT BARN HLDGS INC COM 0.0%
Value $213K Shares 1,209 Est. Cost $186.56 Unrealized 0.0%
PODD INSULET CORP COM 0.0%
Value $213K Shares 750 Est. Cost $237.11 Unrealized +31.9%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value $213K Shares 1,650 Est. Cost $125.97 Unrealized
OI O-I GLASS INC COM 0.0%
Value $213K Shares 14,413 Est. Cost $13.23 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value $212K Shares 2,872 Est. Cost $78.29 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.0%
Value $212K Shares 1,034 Est. Cost $178.28 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $211K Shares 339 Est. Cost $596.32 Unrealized +4.2%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value $210K Shares 1,306 Est. Cost $160.93 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $208K Shares 1,002 Est. Cost $181.15 Unrealized 0.0%
LCID LUCID GROUP INC COM NEW 0.0%
Value $208K Shares 19,691 Est. Cost $15.98 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $207K Shares 2,811 Est. Cost $73.60 Unrealized 0.0%
ALKT ALKAMI TECHNOLOGY INC COM 0.0%
Value $207K Shares 8,968 Est. Cost $22.06 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $207K Shares 724 Est. Cost $229.35 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value $206K Shares 5,592 Est. Cost $24.23 Unrealized +55.9%
WSO WATSCO INC COM 0.0%
Value $205K Shares 610 Est. Cost $506.45 Unrealized -29.5%
ATEN A10 NETWORKS INC COM 0.0%
Value $205K Shares 11,591 Est. Cost $17.94 Unrealized -1.7%
GOLD GOLD COM INC COM 0.0%
Value $205K Shares 6,012 Est. Cost $28.56 Unrealized 0.0%
ACEL ACCEL ENTERTAINMENT INC COM CL A1 0.0%
Value $204K Shares 17,907 Est. Cost $10.53 Unrealized 0.0%
DGII DIGI INTL INC COM 0.0%
Value $204K Shares 4,707 Est. Cost $40.05 Unrealized 0.0%
HRI HERC HLDGS INC COM 0.0%
Value $204K Shares 1,372 Est. Cost $135.97 Unrealized 0.0%
CNO CNO FINL GROUP INC COM 0.0%
Value $202K Shares 4,765 Est. Cost $40.61 Unrealized 0.0%
VREX VAREX IMAGING CORP COM 0.0%
Value $202K Shares 17,365 Est. Cost $9.91 Unrealized +18.2%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $202K Shares 9,769 Est. Cost $21.00 Unrealized
UI UBIQUITI INC COM 0.0%
Value $201K Shares 364 Est. Cost $499.23 Unrealized +26.7%
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value $198K Shares 22,999 Est. Cost $10.62 Unrealized 0.0%
KIDS ORTHOPEDIATRICS CORP COM 0.0%
Value $197K Shares 11,096 Est. Cost $17.51 Unrealized 0.0%
SITC SITE CTRS CORP COM 0.0%
Value $195K Shares 30,310 Est. Cost $9.01 Unrealized
CIFR CIPHER MINING INC COM 0.0%
Value $192K Shares 12,997 Est. Cost $7.54 Unrealized +134.0%
EH EHANG HLDGS LTD ADS 0.0%
Value $190K Shares 14,429 Est. Cost $13.18 Unrealized
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.0%
Value $189K Shares 17,933 Est. Cost $10.52 Unrealized
PLSE PULSE BIOSCIENCES INC COM 0.0%
Value $188K Shares 13,724 Est. Cost $15.82 Unrealized -1.5%
TU TELUS CORPORATION COM 0.0%
Value $180K Shares 13,649 Est. Cost $14.08 Unrealized 0.0%
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 0.0%
Value $172K Shares 23,458 Est. Cost $7.14 Unrealized 0.0%
ANGO ANGIODYNAMICS INC COM 0.0%
Value $169K Shares 13,168 Est. Cost $12.34 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $168K Shares 14,692 Est. Cost $11.74 Unrealized 0.0%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value $166K Shares 22,059 Est. Cost $9.41 Unrealized 0.0%
TMC TMC THE METALS COMPANY INC COM 0.0%
Value $164K Shares 26,518 Est. Cost $7.02 Unrealized 0.0%
PBI PITNEY BOWES INC COM 0.0%
Value $157K Shares 14,817 Est. Cost $10.37 Unrealized 0.0%
INR INFINITY NAT RES INC COM CL A 0.0%
Value $155K Shares 10,523 Est. Cost $13.11 Unrealized 0.0%
GILT GILAT SATELLITE NETWORKS LTD SHS NEW 0.0%
Value $154K Shares 11,919 Est. Cost $12.84 Unrealized 0.0%
VET VERMILION ENERGY INC COM 0.0%
Value $154K Shares 18,425 Est. Cost $8.26 Unrealized 0.0%
EXPRO GROUP HOLDINGS NV COM 0.0%
Value $153K Shares 11,459 Est. Cost $11.88 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value $146K Shares 14,600 Est. Cost $14.39 Unrealized 0.0%
SBH SALLY BEAUTY HLDGS INC COM 0.0%
Value $145K Shares 10,156 Est. Cost $15.07 Unrealized 0.0%
CERT CERTARA INC COM 0.0%
Value $143K Shares 16,260 Est. Cost $10.30 Unrealized 0.0%
SHLS SHOALS TECHNOLOGIES GROUP INC CL A 0.0%
Value $142K Shares 16,747 Est. Cost $6.15 Unrealized +46.0%
RXST RXSIGHT INC COM 0.0%
Value $135K Shares 12,972 Est. Cost $8.78 Unrealized +14.3%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $129K Shares 10,872 Est. Cost $12.41 Unrealized +5.2%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $123K Shares 15,982 Est. Cost $6.18 Unrealized
AHCO ADAPTHEALTH CORP COMMON STOCK 0.0%
Value $122K Shares 12,210 Est. Cost $9.55 Unrealized 0.0%
FINV FINVOLUTION GROUP SPONSORED ADS 0.0%
Value $120K Shares 22,953 Est. Cost $5.23 Unrealized
CRCT CRICUT INC COM CL A 0.0%
Value $117K Shares 23,634 Est. Cost $5.70 Unrealized -12.3%
NKLR TERRA INNOVATUM GLOBAL NV ORD SHS 0.0%
Value $115K Shares 24,926 Est. Cost $7.45 Unrealized 0.0%
PSFE PAYSAFE LIMITED SHS 0.0%
Value $111K Shares 13,763 Est. Cost $9.69 Unrealized 0.0%
WB WEIBO CORP SPONSORED ADR 0.0%
Value $110K Shares 10,740 Est. Cost $10.22 Unrealized
LILA LIBERTY LATIN AMERICA LTD COM CL A 0.0%
Value $107K Shares 14,463 Est. Cost $7.37 Unrealized +10.3%
ENVX ENOVIX CORPORATION COM 0.0%
Value $106K Shares 14,522 Est. Cost $11.35 Unrealized -14.7%
NABL N-ABLE INC COMMON STOCK 0.0%
Value $104K Shares 13,891 Est. Cost $7.63 Unrealized 0.0%
CGNT COGNYTE SOFTWARE LTD ORD SHS 0.0%
Value $95,382 Shares 10,147 Est. Cost $8.65 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value $83,885 Shares 16,777 Est. Cost $5.07 Unrealized
ACVA ACV AUCTIONS INC COM CL A 0.0%
Value $81,732 Shares 10,191 Est. Cost $8.09 Unrealized 0.0%
SPIRE GLOBAL INC COM CL A NEW 0.0%
Value $76,778 Shares 10,237 Est. Cost $7.50 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value $75,391 Shares 10,106 Est. Cost $7.51 Unrealized +9.6%
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value $73,919 Shares 12,098 Est. Cost $5.97 Unrealized 0.0%
THRY THRYV HLDGS INC COM NEW 0.0%
Value $73,453 Shares 12,141 Est. Cost $7.92 Unrealized 0.0%