WADDELL & ASSOCIATES, LLC Diversified Active

Location: Memphis, TN

CIK: 0001776757 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 11, 2026

Total Value: $1.773B (100.0% shares, 0.0% debt)

Holdings (451)

FDX FEDEX CORP 28.2%
Value $499M Shares 1,402,188 Est. Cost $263.40 Unrealized +28.7%
PAVE GLOBAL X FDS 5.6%
Value $100M Shares 1,968,466 Est. Cost $43.96 Unrealized
GCOW PACER FDS TR 5.4%
Value $95.66M Shares 2,068,689 Est. Cost $46.24 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 5.3%
Value $94.74M Shares 153,603 Est. Cost $491.43 Unrealized
FNDA SCHWAB STRATEGIC TR 5.3%
Value $93.63M Shares 2,887,094 Est. Cost $32.94 Unrealized
DGRW WISDOMTREE TR 5.1%
Value $90.16M Shares 1,026,457 Est. Cost $62.13 Unrealized
AUSF GLOBAL X FDS 4.6%
Value $81.46M Shares 1,684,709 Est. Cost $44.15 Unrealized
SCHK SCHWAB STRATEGIC TR 3.8%
Value $67.08M Shares 2,141,052 Est. Cost $30.30 Unrealized
IEFA ISHARES TR 3.3%
Value $58.61M Shares 647,416 Est. Cost $60.41 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.7%
Value $47.91M Shares 201,639 Est. Cost $120.84 Unrealized
AVEM AMERICAN CENTY ETF TR 2.6%
Value $45.96M Shares 570,400 Est. Cost $58.29 Unrealized
QQQE DIREXION SHARES ETF TRUST 2.4%
Value $42.22M Shares 428,472 Est. Cost $85.49 Unrealized
AGEM ABRDN FDS 2.1%
Value $37.87M Shares 933,510 Est. Cost $40.56 Unrealized
AAPL APPLE INC 0.9%
Value $16.63M Shares 65,508 Est. Cost $173.26 Unrealized +51.7%
NVDA NVIDIA CORPORATION 0.7%
Value $11.76M Shares 67,417 Est. Cost $140.94 Unrealized +32.4%
MSFT MICROSOFT CORP 0.6%
Value $10.37M Shares 28,014 Est. Cost $362.34 Unrealized +19.9%
CAPE DOUBLELINE ETF TRUST 0.6%
Value $10.3M Shares 333,950 Est. Cost $20.77 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value $9.054M Shares 13,922 Est. Cost $414.81 Unrealized
DBND DOUBLELINE ETF TRUST 0.4%
Value $7.428M Shares 162,154 Est. Cost $45.33 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.4%
Value $7.069M Shares 289,832 Est. Cost $9.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $7.006M Shares 14,621 Est. Cost $324.99 Unrealized +51.8%
WMT WALMART INC 0.4%
Value $6.801M Shares 54,723 Est. Cost $66.98 Unrealized +82.2%
GOOG ALPHABET INC 0.4%
Value $6.613M Shares 23,055 Est. Cost $165.62 Unrealized +95.4%
CGV TWO RDS SHARED TR 0.3%
Value $6.171M Shares 399,534 Est. Cost $12.42 Unrealized
VLUE ISHARES TR 0.3%
Value $6.045M Shares 42,511 Est. Cost $93.42 Unrealized
LLY ELI LILLY & CO 0.3%
Value $5.014M Shares 5,451 Est. Cost $289.54 Unrealized +261.6%
VTV VANGUARD INDEX FDS 0.2%
Value $4.414M Shares 22,497 Est. Cost $128.02 Unrealized
EFA ISHARES TR 0.2%
Value $4.317M Shares 44,449 Est. Cost $62.13 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $4.089M Shares 13,901 Est. Cost $180.95 Unrealized +72.1%
GOOGL ALPHABET INC 0.2%
Value $4.012M Shares 13,952 Est. Cost $194.44 Unrealized +66.3%
XOM EXXON MOBIL CORP 0.2%
Value $3.764M Shares 22,188 Est. Cost $81.73 Unrealized +69.8%
EWX SPDR INDEX SHS FDS 0.2%
Value $3.543M Shares 53,583 Est. Cost $50.72 Unrealized
ACWI ISHARES TR 0.2%
Value $3.493M Shares 25,247 Est. Cost $64.16 Unrealized
AMZN AMAZON COM INC 0.2%
Value $3.4M Shares 16,324 Est. Cost $199.00 Unrealized +14.0%
VOO VANGUARD INDEX FDS 0.2%
Value $3.383M Shares 5,662 Est. Cost $411.47 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value $3.363M Shares 43,618 Est. Cost $49.99 Unrealized
AVGO BROADCOM INC 0.2%
Value $3.003M Shares 9,702 Est. Cost $275.05 Unrealized +21.5%
AZO AUTOZONE INC 0.2%
Value $2.723M Shares 806 Est. Cost $2767.68 Unrealized +31.0%
JNJ JOHNSON & JOHNSON 0.2%
Value $2.692M Shares 11,011 Est. Cost $158.06 Unrealized +44.2%
MU MICRON TECHNOLOGY INC 0.1%
Value $2.569M Shares 7,603 Est. Cost $188.87 Unrealized +104.9%
MRK MERCK & CO INC 0.1%
Value $2.518M Shares 20,932 Est. Cost $81.60 Unrealized +40.1%
META META PLATFORMS INC 0.1%
Value $2.481M Shares 4,336 Est. Cost $462.58 Unrealized +41.7%
PG PROCTER & GAMBLE CO 0.1%
Value $2.443M Shares 16,914 Est. Cost $138.60 Unrealized +9.5%
IYW ISHARES TR 0.1%
Value $2.416M Shares 13,316 Est. Cost $116.40 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $2.408M Shares 39,703 Est. Cost $52.27 Unrealized +9.9%
RCAT RED CAT HLDGS INC 0.1%
Value $2.377M Shares 181,560 Est. Cost $6.55 Unrealized +98.5%
GE GE AEROSPACE 0.1%
Value $2.342M Shares 8,252 Est. Cost $251.11 Unrealized +26.7%
GEV GE VERNOVA INC 0.1%
Value $2.296M Shares 2,630 Est. Cost $552.62 Unrealized +33.4%
FIX COMFORT SYS USA INC 0.1%
Value $2.257M Shares 1,637 Est. Cost $800.15 Unrealized +49.5%
NEM NEWMONT CORP 0.1%
Value $2.165M Shares 19,997 Est. Cost $70.02 Unrealized +68.7%
HD HOME DEPOT INC 0.1%
Value $2.16M Shares 6,568 Est. Cost $317.33 Unrealized +18.8%
PCG PG&E CORP 0.1%
Value $2.021M Shares 115,010 Est. Cost $15.60 Unrealized +5.1%
EIX EDISON INTL 0.1%
Value $1.917M Shares 26,195 Est. Cost $57.81 Unrealized +11.8%
TSLA TESLA INC 0.1%
Value $1.883M Shares 5,066 Est. Cost $353.01 Unrealized +20.7%
VRT VERTIV HOLDINGS CO 0.1%
Value $1.88M Shares 7,502 Est. Cost $120.19 Unrealized +66.3%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $1.823M Shares 13,183 Est. Cost $71.89 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value $1.788M Shares 50,442 Est. Cost $14.61 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $1.78M Shares 8,601 Est. Cost $117.71 Unrealized +46.0%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $1.739M Shares 51,358 Est. Cost $22.33 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value $1.724M Shares 29,107 Est. Cost $50.02 Unrealized
COHR COHERENT CORP 0.1%
Value $1.709M Shares 7,175 Est. Cost $47.89 Unrealized +345.5%
QQQ INVESCO QQQ TR 0.1%
Value $1.682M Shares 2,915 Est. Cost $450.93 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value $1.665M Shares 34,897 Est. Cost $18.23 Unrealized
CB CHUBB LTD SWITZ 0.1%
Value $1.663M Shares 5,102 Est. Cost $288.61 Unrealized +9.6%
INTC INTEL CORP 0.1%
Value $1.648M Shares 37,348 Est. Cost $31.81 Unrealized +46.0%
NFLX NETFLIX INC. 0.1%
Value $1.575M Shares 16,382 Est. Cost $100.53 Unrealized -16.6%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $1.575M Shares 1,580 Est. Cost $958.26 Unrealized +0.6%
ORCL ORACLE CORP 0.1%
Value $1.572M Shares 10,689 Est. Cost $132.83 Unrealized +27.7%
FTI TECHNIPFMC PLC 0.1%
Value $1.568M Shares 22,689 Est. Cost $38.10 Unrealized +47.9%
ABNB AIRBNB INC 0.1%
Value $1.546M Shares 12,241 Est. Cost $127.77 Unrealized +1.3%
WTAI WISDOMTREE TR 0.1%
Value $1.502M Shares 53,221 Est. Cost $19.45 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $1.502M Shares 4,376 Est. Cost $306.62 Unrealized +15.6%
CMI CUMMINS INC 0.1%
Value $1.499M Shares 2,786 Est. Cost $362.46 Unrealized +58.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value $1.49M Shares 354 Est. Cost $3999.24 Unrealized +19.6%
DHR DANAHER CORP DEL 0.1%
Value $1.489M Shares 7,852 Est. Cost $219.51 Unrealized +2.4%
AFL AFLAC INC 0.1%
Value $1.452M Shares 13,231 Est. Cost $55.58 Unrealized +100.1%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value $1.449M Shares 6,837 Est. Cost $167.50 Unrealized +27.7%
WDC WESTERN DIGITAL CORP 0.1%
Value $1.447M Shares 5,349 Est. Cost $157.17 Unrealized +59.8%
ARTY ISHARES TR 0.1%
Value $1.43M Shares 30,735 Est. Cost $33.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $1.391M Shares 2,301 Est. Cost $503.69 Unrealized +19.3%
PSX PHILLIPS 66 0.1%
Value $1.381M Shares 7,579 Est. Cost $135.00 Unrealized +9.0%
PEP PEPSICO INC 0.1%
Value $1.353M Shares 8,715 Est. Cost $137.19 Unrealized +12.8%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $1.336M Shares 1,729 Est. Cost $659.24 Unrealized +16.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.326M Shares 5,470 Est. Cost $162.34 Unrealized +74.9%
CNC CENTENE CORP DEL 0.1%
Value $1.318M Shares 40,250 Est. Cost $40.31 Unrealized +7.5%
GM GENERAL MTRS CO 0.1%
Value $1.292M Shares 17,342 Est. Cost $61.82 Unrealized +33.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $1.278M Shares 6,140 Est. Cost $190.92 Unrealized +17.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $1.265M Shares 7,294 Est. Cost $182.15 Unrealized -0.4%
CSCO CISCO SYS INC 0.1%
Value $1.26M Shares 16,233 Est. Cost $55.92 Unrealized +39.3%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.246M Shares 6,491 Est. Cost $181.90 Unrealized
TER TERADYNE INC 0.1%
Value $1.242M Shares 4,188 Est. Cost $212.65 Unrealized +25.0%
FTNT FORTINET INC 0.1%
Value $1.217M Shares 14,894 Est. Cost $80.86 Unrealized -1.1%
AMAT APPLIED MATLS INC 0.1%
Value $1.212M Shares 3,546 Est. Cost $157.93 Unrealized +106.8%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.203M Shares 8,223 Est. Cost $162.99 Unrealized -5.4%
BA BOEING CO 0.1%
Value $1.189M Shares 5,973 Est. Cost $217.99 Unrealized +9.4%
BAC BANK AMERICA CORP 0.1%
Value $1.156M Shares 23,707 Est. Cost $43.60 Unrealized +23.1%
CEFZ ELEVATION SERIES TRUST 0.1%
Value $1.154M Shares 147,035 Est. Cost $8.19 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $1.153M Shares 9,387 Est. Cost $107.33 Unrealized +25.8%
TJX TJX COS INC NEW 0.1%
Value $1.149M Shares 7,194 Est. Cost $146.03 Unrealized +5.6%
CRM SALESFORCE INC 0.1%
Value $1.145M Shares 6,135 Est. Cost $209.76 Unrealized +2.9%
EME EMCOR GROUP INC 0.1%
Value $1.141M Shares 1,545 Est. Cost $693.98 Unrealized +4.7%
KMI KINDER MORGAN INC DEL 0.1%
Value $1.129M Shares 33,679 Est. Cost $26.59 Unrealized +11.8%
KO COCA COLA CO 0.1%
Value $1.125M Shares 14,787 Est. Cost $49.81 Unrealized +50.1%
C CITIGROUP INC 0.1%
Value $1.109M Shares 9,781 Est. Cost $88.49 Unrealized +31.3%
V VISA INC 0.1%
Value $1.109M Shares 3,669 Est. Cost $258.18 Unrealized +27.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.105M Shares 1,306 Est. Cost $448.47 Unrealized +107.9%
ADBE ADOBE INC 0.1%
Value $1.099M Shares 4,521 Est. Cost $325.81 Unrealized -11.0%
SPGI S&P GLOBAL INC 0.1%
Value $1.097M Shares 2,580 Est. Cost $451.11 Unrealized +7.6%
VTR VENTAS INC 0.1%
Value $1.065M Shares 13,023 Est. Cost $66.73 Unrealized +15.9%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $1.06M Shares 40,591 Est. Cost $20.09 Unrealized +44.3%
ALL ALLSTATE CORP 0.1%
Value $1.028M Shares 4,959 Est. Cost $123.97 Unrealized +63.7%
FCX FREEPORT MCMORAN INC 0.1%
Value $1.02M Shares 17,346 Est. Cost $45.29 Unrealized +35.0%
NVT NVENT ELEC PLC 0.1%
Value $992K Shares 8,389 Est. Cost $83.87 Unrealized +33.9%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $992K Shares 12,388 Est. Cost $103.98 Unrealized -21.2%
BLK BLACKROCK INC 0.1%
Value $973K Shares 1,012 Est. Cost $1097.38 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION 0.1%
Value $940K Shares 8,561 Est. Cost $107.32 Unrealized -1.4%
HON HONEYWELL INTL INC 0.1%
Value $933K Shares 4,127 Est. Cost $225.93 Unrealized 0.0%
VIK VIKING HOLDINGS LTD 0.1%
Value $930K Shares 12,662 Est. Cost $70.26 Unrealized +5.0%
NYT NEW YORK TIMES CO MTN BE 0.1%
Value $930K Shares 11,103 Est. Cost $66.08 Unrealized +9.4%
MLI MUELLER INDS INC 0.1%
Value $927K Shares 8,362 Est. Cost $108.23 Unrealized +14.9%
INCY INCYTE CORP 0.1%
Value $914K Shares 9,711 Est. Cost $68.23 Unrealized +51.2%
AXP AMERICAN EXPRESS CO 0.1%
Value $910K Shares 3,010 Est. Cost $215.47 Unrealized +65.3%
ROST ROSS STORES INC 0.1%
Value $906K Shares 4,183 Est. Cost $176.36 Unrealized +9.1%
DAL DELTA AIR LINES INC 0.1%
Value $903K Shares 13,588 Est. Cost $63.67 Unrealized +9.7%
AMP AMERIPRISE FINL INC 0.1%
Value $903K Shares 2,031 Est. Cost $485.41 Unrealized +3.1%
BURL BURLINGTON STORES INC 0.1%
Value $899K Shares 2,763 Est. Cost $304.20 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value $880K Shares 5,327 Est. Cost $181.84 Unrealized +1.5%
DG DOLLAR GEN CORP 0.0%
Value $877K Shares 7,387 Est. Cost $125.05 Unrealized +18.1%
EQIX EQUINIX INC 0.0%
Value $873K Shares 891 Est. Cost $757.74 Unrealized +0.8%
DOW DOW HLDGS INC 0.0%
Value $859K Shares 20,632 Est. Cost $29.05 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value $856K Shares 13,355 Est. Cost $57.22 Unrealized +8.8%
PSA PUBLIC STORAGE OPER CO 0.0%
Value $852K Shares 3,146 Est. Cost $253.37 Unrealized +2.0%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $841K Shares 6,423 Est. Cost $111.73 Unrealized +12.8%
SNDK SANDISK CORP 0.0%
Value $821K Shares 1,293 Est. Cost $206.89 Unrealized +149.6%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value $820K Shares 17,872 Est. Cost $45.20 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $814K Shares 10,221 Est. Cost $56.57 Unrealized +59.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value $809K Shares 2,773 Est. Cost $273.29 Unrealized +5.6%
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value $792K Shares 39,682 Est. Cost $20.01 Unrealized
TAFI AB ACTIVE ETFS INC 0.0%
Value $792K Shares 31,446 Est. Cost $25.20 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $789K Shares 4,774 Est. Cost $148.71 Unrealized +18.3%
ITT ITT INC 0.0%
Value $780K Shares 4,092 Est. Cost $190.47 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value $777K Shares 5,847 Est. Cost $198.55 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $775K Shares 20,826 Est. Cost $45.47 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value $771K Shares 5,843 Est. Cost $94.11 Unrealized +9.1%
PFE PFIZER INC 0.0%
Value $764K Shares 27,213 Est. Cost $28.33 Unrealized -7.6%
APH AMPHENOL CORP 0.0%
Value $760K Shares 6,012 Est. Cost $129.73 Unrealized +12.8%
NTRA NATERA INC 0.0%
Value $753K Shares 3,767 Est. Cost $181.40 Unrealized +24.5%
EVR EVERCORE INC 0.0%
Value $751K Shares 2,515 Est. Cost $334.43 Unrealized +5.2%
NOW SERVICENOW INC 0.0%
Value $744K Shares 7,114 Est. Cost $146.26 Unrealized -17.1%
FIVE FIVE BELOW INC 0.0%
Value $730K Shares 3,197 Est. Cost $184.77 Unrealized +9.1%
ABBV ABBVIE INC 0.0%
Value $730K Shares 3,356 Est. Cost $153.54 Unrealized +45.0%
LOW LOWES COS INC 0.0%
Value $728K Shares 3,080 Est. Cost $236.23 Unrealized +14.9%
IWF ISHARES TR 0.0%
Value $726K Shares 1,702 Est. Cost $424.58 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value $721K Shares 8,374 Est. Cost $97.40 Unrealized 0.0%
DEM WISDOMTREE TR 0.0%
Value $719K Shares 14,478 Est. Cost $49.69 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $704K Shares 11,216 Est. Cost $85.82 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value $697K Shares 1,451 Est. Cost $487.04 Unrealized +11.4%
EEM ISHARES TR 0.0%
Value $696K Shares 12,247 Est. Cost $43.31 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $686K Shares 2,969 Est. Cost $193.75 Unrealized +30.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $684K Shares 7,405 Est. Cost $88.92 Unrealized +6.8%
MO ALTRIA GROUP INC 0.0%
Value $682K Shares 10,341 Est. Cost $49.63 Unrealized +27.0%
LRCX LAM RESEARCH CORP 0.0%
Value $679K Shares 3,178 Est. Cost $117.60 Unrealized +92.1%
SNOW SNOWFLAKE INC 0.0%
Value $677K Shares 4,491 Est. Cost $198.22 Unrealized -1.9%
DGS WISDOMTREE TR 0.0%
Value $672K Shares 11,176 Est. Cost $57.24 Unrealized
VRSN VERISIGN INC 0.0%
Value $670K Shares 2,698 Est. Cost $243.71 Unrealized -3.4%
OC OWENS CORNING NEW 0.0%
Value $668K Shares 6,174 Est. Cost $122.95 Unrealized +2.2%
ES EVERSOURCE ENERGY 0.0%
Value $668K Shares 9,635 Est. Cost $70.10 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value $664K Shares 5,340 Est. Cost $124.31 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $663K Shares 2,019 Est. Cost $332.45 Unrealized +9.7%
CRH CRH PLC 0.0%
Value $660K Shares 6,275 Est. Cost $117.50 Unrealized +5.8%
IT GARTNER INC 0.0%
Value $656K Shares 4,145 Est. Cost $226.44 Unrealized -12.5%
COF CAPITAL ONE FINL CORP 0.0%
Value $655K Shares 3,591 Est. Cost $204.57 Unrealized +9.1%
DECK DECKERS OUTDOOR CORP 0.0%
Value $654K Shares 6,537 Est. Cost $100.84 Unrealized +8.6%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $654K Shares 4,965 Est. Cost $137.03 Unrealized -2.0%
MHK MOHAWK INDS INC 0.0%
Value $653K Shares 6,632 Est. Cost $123.48 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value $652K Shares 10,027 Est. Cost $45.43 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value $651K Shares 5,715 Est. Cost $134.76 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value $641K Shares 4,189 Est. Cost $188.79 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value $640K Shares 903 Est. Cost $586.47 Unrealized +16.7%
INTU INTUIT 0.0%
Value $632K Shares 1,461 Est. Cost $497.56 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value $629K Shares 3,017 Est. Cost $181.83 Unrealized +18.1%
GLW CORNING INC 0.0%
Value $626K Shares 4,606 Est. Cost $79.50 Unrealized +40.5%
PPI INVESTMENT MANAGERS SER TR I 0.0%
Value $626K Shares 30,098 Est. Cost $14.90 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $624K Shares 2,973 Est. Cost $200.28 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $621K Shares 8,263 Est. Cost $63.29 Unrealized
TTC TORO CO 0.0%
Value $620K Shares 6,636 Est. Cost $83.57 Unrealized +11.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $619K Shares 2,287 Est. Cost $369.43 Unrealized -16.4%
PB PROSPERITY BANCSHARES INC 0.0%
Value $618K Shares 9,206 Est. Cost $69.46 Unrealized +3.9%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $612K Shares 14,195 Est. Cost $26.93 Unrealized
LIN LINDE PLC 0.0%
Value $611K Shares 1,233 Est. Cost $460.00 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value $607K Shares 3,071 Est. Cost $163.41 Unrealized +14.4%
MPC MARATHON PETE CORP 0.0%
Value $603K Shares 2,470 Est. Cost $80.16 Unrealized +130.4%
BWA BORGWARNER INC 0.0%
Value $602K Shares 11,096 Est. Cost $40.85 Unrealized +28.1%
MAA MID-AMER APT CMNTYS INC 0.0%
Value $600K Shares 4,914 Est. Cost $152.01 Unrealized -8.5%
USMV ISHARES TR 0.0%
Value $600K Shares 6,470 Est. Cost $73.62 Unrealized
SRE SEMPRA 0.0%
Value $598K Shares 6,155 Est. Cost $85.82 Unrealized +4.3%
MTCH MATCH GROUP INC NEW 0.0%
Value $594K Shares 19,344 Est. Cost $33.48 Unrealized -6.2%
AIQ GLOBAL X FDS 0.0%
Value $590K Shares 12,639 Est. Cost $43.69 Unrealized
NTNX NUTANIX INC 0.0%
Value $588K Shares 15,458 Est. Cost $43.66 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $586K Shares 1,543 Est. Cost $315.26 Unrealized +30.2%
CI THE CIGNA GROUP 0.0%
Value $584K Shares 2,189 Est. Cost $280.70 Unrealized 0.0%
SCI SERVICE CORP INTL 0.0%
Value $582K Shares 7,057 Est. Cost $81.07 Unrealized -0.1%
NTRS NORTHERN TR CORP 0.0%
Value $581K Shares 4,161 Est. Cost $138.27 Unrealized +6.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value $576K Shares 10,692 Est. Cost $61.13 Unrealized -4.5%
ILMN ILLUMINA INC 0.0%
Value $574K Shares 4,658 Est. Cost $92.11 Unrealized +47.0%
TPR TAPESTRY INC 0.0%
Value $572K Shares 4,057 Est. Cost $83.43 Unrealized +67.3%
KMX CARMAX INC 0.0%
Value $571K Shares 13,726 Est. Cost $44.89 Unrealized 0.0%
USB US BANCORP 0.0%
Value $566K Shares 10,875 Est. Cost $49.54 Unrealized +14.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value $560K Shares 4,273 Est. Cost $92.88 Unrealized +30.1%
FFLG FIDELITY COVINGTON TRUST 0.0%
Value $556K Shares 19,999 Est. Cost $29.48 Unrealized
MS MORGAN STANLEY 0.0%
Value $554K Shares 3,366 Est. Cost $91.87 Unrealized +95.6%
CFG CITIZENS FINL GROUP INC 0.0%
Value $552K Shares 9,202 Est. Cost $52.85 Unrealized +19.4%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value $551K Shares 4,137 Est. Cost $145.62 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $547K Shares 1,800 Est. Cost $185.27 Unrealized +64.7%
MCD MCDONALDS CORP 0.0%
Value $547K Shares 1,760 Est. Cost $271.58 Unrealized +16.8%
T AT&T INC 0.0%
Value $545K Shares 18,807 Est. Cost $17.92 Unrealized +43.7%
GAP GAP INC 0.0%
Value $543K Shares 22,420 Est. Cost $25.44 Unrealized +7.9%
UPS UNITED PARCEL SVCS INC 0.0%
Value $535K Shares 5,442 Est. Cost $92.75 Unrealized +18.5%
TW TRADEWEB MKTS INC 0.0%
Value $534K Shares 4,539 Est. Cost $108.40 Unrealized +0.8%
AME AMETEK INC 0.0%
Value $533K Shares 2,485 Est. Cost $193.03 Unrealized +15.7%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $529K Shares 9,370 Est. Cost $58.81 Unrealized -0.1%
VTI VANGUARD INDEX FDS 0.0%
Value $529K Shares 1,648 Est. Cost $277.75 Unrealized
TXT TEXTRON INC 0.0%
Value $528K Shares 6,027 Est. Cost $84.62 Unrealized +11.1%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $527K Shares 6,556 Est. Cost $80.50 Unrealized +9.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value $527K Shares 7,321 Est. Cost $78.72 Unrealized 0.0%
COO COOPER COS INC 0.0%
Value $526K Shares 7,362 Est. Cost $82.14 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value $526K Shares 10,457 Est. Cost $32.40 Unrealized +24.2%
IVZ INVESCO LTD 0.0%
Value $520K Shares 21,400 Est. Cost $19.92 Unrealized +37.8%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $519K Shares 875 Est. Cost $465.69 Unrealized +3.2%
CIEN CIENA CORP 0.0%
Value $518K Shares 1,333 Est. Cost $207.50 Unrealized +30.6%
QUAL ISHARES TR 0.0%
Value $514K Shares 2,679 Est. Cost $145.75 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $514K Shares 2,049 Est. Cost $311.17 Unrealized -19.0%
DAR DARLING INGREDIENTS INC 0.0%
Value $513K Shares 8,299 Est. Cost $45.22 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value $513K Shares 7,734 Est. Cost $47.12 Unrealized +29.7%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $509K Shares 5,528 Est. Cost $107.85 Unrealized +3.6%
CCL CARNIVAL CORP 0.0%
Value $508K Shares 19,645 Est. Cost $31.02 Unrealized 0.0%
AON AON PLC 0.0%
Value $508K Shares 1,575 Est. Cost $335.06 Unrealized +0.3%
BALL BALL CORP 0.0%
Value $500K Shares 8,453 Est. Cost $60.27 Unrealized 0.0%
MDB MONGODB INC 0.0%
Value $499K Shares 2,040 Est. Cost $334.53 Unrealized +12.5%
PGR PROGRESSIVE CORP 0.0%
Value $497K Shares 2,509 Est. Cost $164.07 Unrealized +26.0%
VLO VALERO ENERGY CORP 0.0%
Value $497K Shares 2,012 Est. Cost $122.99 Unrealized +54.5%
VFC V F CORP 0.0%
Value $489K Shares 28,754 Est. Cost $19.92 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value $483K Shares 897 Est. Cost $555.20 Unrealized +2.5%
AR ANTERO RESOURCES CORP 0.0%
Value $483K Shares 11,384 Est. Cost $33.84 Unrealized -0.1%
RBC RBC BEARINGS INC 0.0%
Value $483K Shares 889 Est. Cost $517.64 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value $483K Shares 2,926 Est. Cost $169.68 Unrealized +1.9%
RL RALPH LAUREN CORP 0.0%
Value $482K Shares 1,402 Est. Cost $323.42 Unrealized +12.3%
CPRT COPART INC 0.0%
Value $482K Shares 14,510 Est. Cost $39.16 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value $481K Shares 3,610 Est. Cost $168.64 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value $475K Shares 5,470 Est. Cost $114.46 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value $475K Shares 3,020 Est. Cost $200.63 Unrealized -16.3%
AXTA AXALTA COATING SYS LTD 0.0%
Value $472K Shares 17,041 Est. Cost $33.68 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value $468K Shares 11,993 Est. Cost $28.04 Unrealized +19.6%
HST HOST HOTELS & RESORTS INC 0.0%
Value $465K Shares 24,248 Est. Cost $18.16 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value $463K Shares 20,343 Est. Cost $24.71 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $458K Shares 4,311 Est. Cost $97.88 Unrealized +1.2%
SYY SYSCO CORP 0.0%
Value $456K Shares 6,389 Est. Cost $70.41 Unrealized +16.8%
HUBB HUBBELL INC 0.0%
Value $450K Shares 916 Est. Cost $389.44 Unrealized +27.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value $447K Shares 3,770 Est. Cost $106.19 Unrealized +13.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value $446K Shares 4,748 Est. Cost $68.09 Unrealized +47.1%
VEEV VEEVA SYS INC 0.0%
Value $443K Shares 2,524 Est. Cost $239.41 Unrealized -14.8%
SF STIFEL FINL CORP 0.0%
Value $435K Shares 5,881 Est. Cost $122.64 Unrealized +2.3%
DIS DISNEY WALT CO 0.0%
Value $434K Shares 4,508 Est. Cost $117.20 Unrealized -6.6%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value $431K Shares 5,250 Est. Cost $94.56 Unrealized -6.3%
G GENPACT LIMITED 0.0%
Value $426K Shares 11,426 Est. Cost $42.59 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value $425K Shares 3,509 Est. Cost $95.40 Unrealized +14.5%
PTMC PACER FDS TR 0.0%
Value $423K Shares 11,570 Est. Cost $28.62 Unrealized
MMM 3M CO 0.0%
Value $420K Shares 2,892 Est. Cost $148.08 Unrealized +10.7%
EXEL EXELIXIS INC 0.0%
Value $420K Shares 9,788 Est. Cost $41.37 Unrealized +5.8%
IRM IRON MTN INC DEL 0.0%
Value $420K Shares 4,108 Est. Cost $83.24 Unrealized 0.0%
MOS MOSAIC CO 0.0%
Value $418K Shares 16,392 Est. Cost $27.87 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $416K Shares 12,999 Est. Cost $36.34 Unrealized +6.8%
ESTC ELASTIC N V 0.0%
Value $416K Shares 8,317 Est. Cost $82.21 Unrealized -18.6%
DLR DIGITAL RLTY TR INC 0.0%
Value $415K Shares 2,305 Est. Cost $151.26 Unrealized +2.5%
BIIB BIOGEN INC 0.0%
Value $415K Shares 2,264 Est. Cost $146.54 Unrealized +25.0%
CW CURTISS WRIGHT CORP 0.0%
Value $413K Shares 607 Est. Cost $532.00 Unrealized +22.3%
LITE LUMENTUM HLDGS INC 0.0%
Value $413K Shares 588 Est. Cost $467.14 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $410K Shares 1,041 Est. Cost $349.30 Unrealized 0.0%
QEFA SPDR INDEX SHS FDS 0.0%
Value $410K Shares 4,394 Est. Cost $72.59 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $408K Shares 18,888 Est. Cost $35.43 Unrealized -18.3%
TEAM ATLASSIAN CORPORATION 0.0%
Value $408K Shares 5,982 Est. Cost $156.92 Unrealized -27.8%
KKR KKR & CO INC 0.0%
Value $399K Shares 4,315 Est. Cost $114.76 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value $390K Shares 781 Est. Cost $573.47 Unrealized -6.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value $387K Shares 2,356 Est. Cost $107.39 Unrealized +10.8%
UNP UNION PAC CORP 0.0%
Value $386K Shares 1,592 Est. Cost $202.86 Unrealized +19.9%
ADI ANALOG DEVICES INC 0.0%
Value $385K Shares 1,211 Est. Cost $253.05 Unrealized +24.9%
DE DEERE & CO 0.0%
Value $384K Shares 681 Est. Cost $415.40 Unrealized +32.7%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value $382K Shares 1,439 Est. Cost $275.64 Unrealized 0.0%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value $381K Shares 7,423 Est. Cost $43.46 Unrealized +11.6%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value $375K Shares 6,587 Est. Cost $60.28 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.0%
Value $375K Shares 1,988 Est. Cost $186.91 Unrealized +10.3%
DINO HF SINCLAIR CORP 0.0%
Value $375K Shares 6,006 Est. Cost $35.29 Unrealized +47.0%
ARMK ARAMARK 0.0%
Value $373K Shares 9,203 Est. Cost $37.92 Unrealized +3.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $372K Shares 1,495 Est. Cost $245.29 Unrealized +10.4%
CCK CROWN HLDGS INC 0.0%
Value $370K Shares 3,695 Est. Cost $97.12 Unrealized +11.3%
ATO ATMOS ENERGY CORP 0.0%
Value $363K Shares 1,966 Est. Cost $171.49 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value $360K Shares 2,725 Est. Cost $123.86 Unrealized +4.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $358K Shares 1,012 Est. Cost $420.79 Unrealized -10.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value $356K Shares 1,797 Est. Cost $276.54 Unrealized -8.4%
USFD US FOODS HLDG CORP 0.0%
Value $355K Shares 3,847 Est. Cost $71.34 Unrealized +21.4%
SCHX SCHWAB STRATEGIC TR 0.0%
Value $354K Shares 13,815 Est. Cost $24.44 Unrealized
DDOG DATADOG INC 0.0%
Value $353K Shares 2,993 Est. Cost $141.46 Unrealized -12.4%
EMR EMERSON ELEC CO 0.0%
Value $353K Shares 2,695 Est. Cost $148.47 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $351K Shares 8,009 Est. Cost $42.84 Unrealized
GL GLOBE LIFE INC 0.0%
Value $350K Shares 2,517 Est. Cost $137.56 Unrealized +3.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $346K Shares 1,754 Est. Cost $224.98 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value $344K Shares 1,053 Est. Cost $161.79 Unrealized +104.5%
BBY BEST BUY INC 0.0%
Value $344K Shares 5,361 Est. Cost $71.58 Unrealized -6.4%
IOO ISHARES TR 0.0%
Value $342K Shares 2,826 Est. Cost $72.00 Unrealized
ACM AECOM 0.0%
Value $340K Shares 4,006 Est. Cost $97.10 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value $340K Shares 3,307 Est. Cost $125.62 Unrealized -8.1%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value $337K Shares 14,125 Est. Cost $24.14 Unrealized
GRMN GARMIN LTD 0.0%
Value $333K Shares 1,436 Est. Cost $214.52 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value $333K Shares 3,978 Est. Cost $65.61 Unrealized +10.9%
MCK MCKESSON CORP 0.0%
Value $332K Shares 384 Est. Cost $820.41 Unrealized +6.7%
CHDN CHURCHILL DOWNS INC 0.0%
Value $331K Shares 3,683 Est. Cost $99.85 Unrealized 0.0%
CAMX ADVISORS INNER CIRCLE FD 0.0%
Value $329K Shares 10,604 Est. Cost $23.50 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $328K Shares 9,333 Est. Cost $25.10 Unrealized +12.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $328K Shares 1,161 Est. Cost $228.24 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value $327K Shares 4,490 Est. Cost $57.70 Unrealized +15.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value $325K Shares 1,975 Est. Cost $188.34 Unrealized +2.3%
DOCU DOCUSIGN INC 0.0%
Value $323K Shares 6,820 Est. Cost $53.49 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value $323K Shares 2,079 Est. Cost $129.79 Unrealized +21.2%
EXLS EXLSERVICE HLDGS INC 0.0%
Value $319K Shares 10,460 Est. Cost $36.64 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value $318K Shares 6,923 Est. Cost $39.47 Unrealized +29.6%
SYF SYNCHRONY FINANCIAL 0.0%
Value $318K Shares 4,675 Est. Cost $76.27 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value $315K Shares 602 Est. Cost $602.81 Unrealized +11.1%
ALB ALBEMARLE CORP 0.0%
Value $315K Shares 1,752 Est. Cost $171.25 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value $314K Shares 1,743 Est. Cost $204.32 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value $312K Shares 1,486 Est. Cost $264.39 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $311K Shares 3,455 Est. Cost $83.87 Unrealized +10.5%
PSTG EVERPURE INC 0.0%
Value $311K Shares 5,271 Est. Cost $70.93 Unrealized +0.1%
HCA HCA HEALTHCARE INC 0.0%
Value $309K Shares 653 Est. Cost $463.73 Unrealized +7.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $307K Shares 666 Est. Cost $520.97 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $305K Shares 7,840 Est. Cost $27.15 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value $300K Shares 1,463 Est. Cost $206.81 Unrealized 0.0%
FISV FISERV INC 0.0%
Value $300K Shares 5,370 Est. Cost $63.95 Unrealized 0.0%
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value $298K Shares 7,231 Est. Cost $57.18 Unrealized +2.9%
SNX TD SYNNEX CORPORATION 0.0%
Value $298K Shares 1,766 Est. Cost $157.54 Unrealized 0.0%
BPOP POPULAR INC 0.0%
Value $298K Shares 2,219 Est. Cost $118.24 Unrealized +14.4%
EOG EOG RES INC 0.0%
Value $296K Shares 2,045 Est. Cost $112.14 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.0%
Value $294K Shares 4,045 Est. Cost $60.20 Unrealized +48.0%
BX BLACKSTONE INC 0.0%
Value $290K Shares 2,526 Est. Cost $140.88 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value $289K Shares 3,111 Est. Cost $83.34 Unrealized +4.6%
MTG MGIC INVT CORP WIS 0.0%
Value $288K Shares 10,965 Est. Cost $26.72 Unrealized +1.1%
WWD WOODWARD INC 0.0%
Value $287K Shares 803 Est. Cost $353.24 Unrealized 0.0%
LSTR LANDSTAR SYS INC 0.0%
Value $283K Shares 1,768 Est. Cost $160.31 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $282K Shares 2,023 Est. Cost $123.62 Unrealized +11.9%
GLD SPDR GOLD TR 0.0%
Value $278K Shares 647 Est. Cost $294.14 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value $278K Shares 1,362 Est. Cost $196.66 Unrealized +5.6%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $277K Shares 5,085 Est. Cost $52.10 Unrealized
AXS AXIS CAP HLDGS LTD 0.0%
Value $277K Shares 2,735 Est. Cost $100.42 Unrealized +2.7%
MTZ MASTEC INC 0.0%
Value $277K Shares 861 Est. Cost $250.19 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value $274K Shares 3,642 Est. Cost $75.77 Unrealized +1.0%
IWO ISHARES TR 0.0%
Value $274K Shares 873 Est. Cost $285.86 Unrealized
MKSI MKS INC. 0.0%
Value $273K Shares 1,190 Est. Cost $225.13 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $272K Shares 2,366 Est. Cost $77.08 Unrealized +24.2%
DLTR DOLLAR TREE INC 0.0%
Value $270K Shares 2,463 Est. Cost $128.42 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value $268K Shares 1,673 Est. Cost $191.67 Unrealized -10.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $268K Shares 2,043 Est. Cost $108.19 Unrealized +11.4%
ATI ATI INC 0.0%
Value $266K Shares 1,832 Est. Cost $98.03 Unrealized +34.3%
ORI OLD REP INTL CORP 0.0%
Value $266K Shares 6,671 Est. Cost $35.72 Unrealized +16.4%
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value $265K Shares 5,570 Est. Cost $45.41 Unrealized
CACI CACI INTL INC 0.0%
Value $264K Shares 486 Est. Cost $567.19 Unrealized +6.3%
CVS CVS HEALTH CORP 0.0%
Value $261K Shares 3,639 Est. Cost $67.82 Unrealized +15.0%
HAS HASBRO INC 0.0%
Value $260K Shares 2,780 Est. Cost $78.03 Unrealized +18.8%
PRU PRUDENTIAL FINL INC 0.0%
Value $260K Shares 2,663 Est. Cost $107.39 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value $258K Shares 2,002 Est. Cost $156.74 Unrealized -1.8%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $256K Shares 1,954 Est. Cost $97.71 Unrealized +43.1%
AYI ACUITY INC 0.0%
Value $249K Shares 887 Est. Cost $321.75 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.0%
Value $248K Shares 5,836 Est. Cost $48.11 Unrealized 0.0%
CCOR LISTED FDS TR 0.0%
Value $247K Shares 9,490 Est. Cost $29.96 Unrealized
WAB WABTEC 0.0%
Value $244K Shares 978 Est. Cost $238.93 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $244K Shares 834 Est. Cost $399.22 Unrealized -11.9%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $243K Shares 2,452 Est. Cost $79.14 Unrealized +2.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $242K Shares 3,331 Est. Cost $64.40 Unrealized +15.1%
EA ELECTRONIC ARTS INC 0.0%
Value $240K Shares 1,177 Est. Cost $168.22 Unrealized +20.4%
RBLX ROBLOX CORP 0.0%
Value $240K Shares 4,242 Est. Cost $88.74 Unrealized -19.1%
LAMR LAMAR ADVERTISING CO 0.0%
Value $240K Shares 1,891 Est. Cost $121.46 Unrealized
GLOF ISHARES TR 0.0%
Value $239K Shares 4,591 Est. Cost $27.53 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $238K Shares 1,746 Est. Cost $130.53 Unrealized +14.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $237K Shares 3,276 Est. Cost $61.11 Unrealized +32.0%
RTX RTX CORPORATION 0.0%
Value $237K Shares 1,227 Est. Cost $196.61 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.0%
Value $235K Shares 2,435 Est. Cost $65.84 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $235K Shares 8,190 Est. Cost $29.82 Unrealized 0.0%
S SENTINELONE INC 0.0%
Value $235K Shares 18,243 Est. Cost $15.48 Unrealized -9.8%
STE STERIS PLC 0.0%
Value $235K Shares 1,061 Est. Cost $246.22 Unrealized +3.7%
IVW ISHARES TR 0.0%
Value $234K Shares 2,071 Est. Cost $113.11 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $234K Shares 804 Est. Cost $314.93 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value $233K Shares 1,751 Est. Cost $187.40 Unrealized -16.9%
FLS FLOWSERVE CORP 0.0%
Value $232K Shares 3,157 Est. Cost $80.71 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value $232K Shares 949 Est. Cost $477.05 Unrealized -38.9%
COKE COCA COLA CONS INC 0.0%
Value $230K Shares 1,200 Est. Cost $159.23 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $227K Shares 2,821 Est. Cost $52.41 Unrealized 0.0%
NNN NNN REIT INC 0.0%
Value $227K Shares 5,406 Est. Cost $39.63 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $227K Shares 4,843 Est. Cost $56.34 Unrealized 0.0%
CHE CHEMED CORP NEW 0.0%
Value $226K Shares 597 Est. Cost $450.74 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.0%
Value $224K Shares 746 Est. Cost $295.72 Unrealized +20.7%
CBSH COMMERCE BANCSHARES INC 0.0%
Value $224K Shares 4,560 Est. Cost $53.64 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.0%
Value $223K Shares 747 Est. Cost $285.30 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $221K Shares 506 Est. Cost $418.36 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $221K Shares 4,088 Est. Cost $47.78 Unrealized
PCAR PACCAR INC 0.0%
Value $220K Shares 1,904 Est. Cost $102.04 Unrealized +20.5%
FAST FASTENAL CO 0.0%
Value $219K Shares 4,716 Est. Cost $44.27 Unrealized 0.0%
SHC SOTERA HEALTH CO 0.0%
Value $215K Shares 14,998 Est. Cost $18.05 Unrealized 0.0%
PDEC INNOVATOR ETFS TRUST 0.0%
Value $214K Shares 5,030 Est. Cost $40.01 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value $213K Shares 2,239 Est. Cost $100.04 Unrealized 0.0%
CGNX COGNEX CORP 0.0%
Value $212K Shares 4,328 Est. Cost $44.48 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $211K Shares 8,545 Est. Cost $23.28 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $211K Shares 3,659 Est. Cost $58.16 Unrealized 0.0%
SAM BOSTON BEER INC 0.0%
Value $211K Shares 914 Est. Cost $222.47 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $210K Shares 1,223 Est. Cost $174.67 Unrealized 0.0%
CUBE CUBESMART 0.0%
Value $209K Shares 5,705 Est. Cost $36.65 Unrealized
NDAQ NASDAQ INC 0.0%
Value $209K Shares 2,462 Est. Cost $91.62 Unrealized +0.1%
DVA DAVITA INC 0.0%
Value $207K Shares 1,346 Est. Cost $125.47 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.0%
Value $206K Shares 22,544 Est. Cost $13.73 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC 0.0%
Value $205K Shares 4,274 Est. Cost $42.28 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $205K Shares 5,329 Est. Cost $38.42 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $204K Shares 618 Est. Cost $407.20 Unrealized -13.2%
AMGN AMGEN INC 0.0%
Value $204K Shares 581 Est. Cost $349.67 Unrealized 0.0%
HPQ HP INC 0.0%
Value $204K Shares 10,613 Est. Cost $25.11 Unrealized -21.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $203K Shares 4,047 Est. Cost $40.48 Unrealized +8.2%
CL COLGATE PALMOLIVE CO 0.0%
Value $202K Shares 2,374 Est. Cost $88.75 Unrealized 0.0%
SLB SLB LIMITED 0.0%
Value $201K Shares 3,916 Est. Cost $48.30 Unrealized 0.0%
CSX CSX CORP 0.0%
Value $201K Shares 4,901 Est. Cost $38.52 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value $193K Shares 32,223 Est. Cost $6.90 Unrealized 0.0%
FMC FMC CORP 0.0%
Value $188K Shares 10,919 Est. Cost $15.20 Unrealized 0.0%
F FORD MTR CO 0.0%
Value $171K Shares 14,814 Est. Cost $12.83 Unrealized +7.1%
VLY VALLEY NATL BANCORP 0.0%
Value $167K Shares 13,600 Est. Cost $12.65 Unrealized 0.0%
CRT CROSS TIMBERS RTY TR 0.0%
Value $167K Shares 15,770 Est. Cost $13.90 Unrealized
LYFT LYFT INC 0.0%
Value $149K Shares 11,228 Est. Cost $15.26 Unrealized +9.9%
FTRE FORTREA HLDGS INC 0.0%
Value $143K Shares 15,212 Est. Cost $6.42 Unrealized +130.3%
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $130K Shares 200 Est. Cost $414.81 Unrealized
NAKA NAKAMOTO INC 0.0%
Value $126K Shares 572,370 Est. Cost $7.93 Unrealized -95.5%
ADT ADT INC DEL 0.0%
Value $126K Shares 19,238 Est. Cost $8.34 Unrealized -3.9%
FRSH FRESHWORKS INC 0.0%
Value $119K Shares 14,760 Est. Cost $9.89 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value $118K Shares 11,911 Est. Cost $14.10 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $105K Shares 1,000 Est. Cost $146.26 Unrealized -17.1%
BLNE BEELINE HOLDINGS INC 0.0%
Value $72,850 Shares 31,000 Est. Cost $1.97 Unrealized +44.4%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $69,748 Shares 10,520 Est. Cost $7.88 Unrealized +18.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $65,373 Shares 10,932 Est. Cost $9.25 Unrealized -12.2%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value $56,792 Shares 12,266 Est. Cost $5.04 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.0%
Value $54,336 Shares 14,451 Est. Cost $9.10 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $54,260 Shares 14,989 Est. Cost $5.08 Unrealized 0.0%
BMBL BUMBLE INC 0.0%
Value $48,046 Shares 14,738 Est. Cost $3.31 Unrealized 0.0%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value $41,004 Shares 11,682 Est. Cost $4.53 Unrealized 0.0%
GOSS GOSSAMER BIO INC 0.0%
Value $22,191 Shares 67,552 Est. Cost $2.26 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value $19,493 Shares 27,783 Est. Cost $0.83 Unrealized 0.0%
DVLT DATAVAULT AI INC 0.0%
Value $14,651 Shares 23,696 Est. Cost $1.78 Unrealized -54.7%
RXT RACKSPACE TECHNOLOGY INC 0.0%
Value $13,969 Shares 14,257 Est. Cost $0.87 Unrealized 0.0%
ALIT ALIGHT INC 0.0%
Value $12,972 Shares 22,262 Est. Cost $1.46 Unrealized 0.0%