OneAscent Financial Services LLC Quant / Systematic

CIK: 0001780985 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 7, 2024

Total Value ($000): $139 (100.0% shares, 0.0% debt)

Holdings (183)

NVDA NVIDIA CORPORATION 5.9%
Value ($000) $8 Shares 67,746 Est. Cost $95.38 Unrealized +23.8%
AAPL APPLE INC 5.9%
Value ($000) $8 Shares 35,190 Est. Cost $181.75 Unrealized +22.1%
MSFT MICROSOFT CORP 4.9%
Value ($000) $7 Shares 15,775 Est. Cost $423.10 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%
Value ($000) $6 Shares 12,646 Est. Cost $360.95 Unrealized +22.5%
FRME FIRST MERCHANTS CORP 3.3%
Value ($000) $5 Shares 123,037 Est. Cost $35.16 Unrealized 0.0%
CAT CATERPILLAR INC 3.1%
Value ($000) $4 Shares 11,171 Est. Cost $338.69 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 2.6%
Value ($000) $4 Shares 17,008 Est. Cost $138.57 Unrealized +47.9%
PG PROCTER AND GAMBLE CO 2.4%
Value ($000) $3 Shares 19,092 Est. Cost $164.23 Unrealized 0.0%
AMZN AMAZON COM INC 2.3%
Value ($000) $3 Shares 17,508 Est. Cost $138.85 Unrealized +31.4%
GOOGL ALPHABET INC 1.7%
Value ($000) $2 Shares 14,497 Est. Cost $126.69 Unrealized +31.6%
OTTR OTTER TAIL CORP 1.4%
Value ($000) $2 Shares 24,755 Est. Cost $83.04 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $2 Shares 3,228 Est. Cost $464.93 Unrealized +17.9%
ABBV ABBVIE INC 1.2%
Value ($000) $2 Shares 8,782 Est. Cost $133.21 Unrealized +34.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2 Shares 9,513 Est. Cost $152.66 Unrealized 0.0%
LLY ELI LILLY & CO 1.1%
Value ($000) $2 Shares 1,716 Est. Cost $890.31 Unrealized 0.0%
DE DEERE & CO 1.1%
Value ($000) $1 Shares 3,537 Est. Cost $369.25 Unrealized 0.0%
V VISA INC 1.0%
Value ($000) $1 Shares 5,308 Est. Cost $225.08 Unrealized +18.9%
HD HOME DEPOT INC 1.0%
Value ($000) $1 Shares 3,504 Est. Cost $352.64 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1 Shares 11,898 Est. Cost $99.26 Unrealized +10.9%
TSLA TESLA INC 1.0%
Value ($000) $1 Shares 5,322 Est. Cost $262.92 Unrealized -13.3%
WMT WALMART INC 1.0%
Value ($000) $1 Shares 16,700 Est. Cost $72.48 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1 Shares 1,298 Est. Cost $512.86 Unrealized +68.1%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $1 Shares 5,511 Est. Cost $173.89 Unrealized +17.5%
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $1 Shares 20,013 Est. Cost $54.85 Unrealized 0.0%
MRK MERCK & CO INC 0.8%
Value ($000) $1 Shares 9,867 Est. Cost $100.06 Unrealized +12.9%
ISRG INTUITIVE SURGICAL INC 0.8%
Value ($000) $1 Shares 2,161 Est. Cost $305.68 Unrealized +52.3%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $1 Shares 2,070 Est. Cost $367.64 Unrealized +25.6%
BAC BANK AMERICA CORP 0.7%
Value ($000) $1 Shares 25,471 Est. Cost $27.89 Unrealized +39.0%
LOW LOWES COS INC 0.7%
Value ($000) $1 Shares 3,670 Est. Cost $236.16 Unrealized 0.0%
META META PLATFORMS INC 0.7%
Value ($000) $1 Shares 1,713 Est. Cost $306.74 Unrealized +67.0%
ETN EATON CORP PLC 0.7%
Value ($000) $1 Shares 2,925 Est. Cost $202.62 Unrealized +48.7%
GOOG ALPHABET INC 0.7%
Value ($000) $1 Shares 5,645 Est. Cost $122.26 Unrealized +37.6%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $1 Shares 2,384 Est. Cost $344.92 Unrealized 0.0%
TMUS T-MOBILE US INC 0.7%
Value ($000) $1 Shares 4,399 Est. Cost $187.42 Unrealized 0.0%
KO COCA COLA CO 0.6%
Value ($000) $1 Shares 12,278 Est. Cost $65.65 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.6%
Value ($000) $1 Shares 2,262 Est. Cost $149.03 Unrealized +130.2%
ORCL ORACLE CORP 0.6%
Value ($000) $1 Shares 5,081 Est. Cost $98.26 Unrealized +45.6%
PEP PEPSICO INC 0.6%
Value ($000) $1 Shares 5,031 Est. Cost $162.90 Unrealized 0.0%
T AT&T INC 0.6%
Value ($000) $1 Shares 38,819 Est. Cost $15.31 Unrealized +22.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $1 Shares 2,736 Est. Cost $266.70 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1 Shares 3,732 Est. Cost $188.97 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $1 Shares 2,907 Est. Cost $278.61 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $1 Shares 1,242 Est. Cost $560.34 Unrealized 0.0%
FDX FEDEX CORP 0.6%
Value ($000) $1 Shares 2,801 Est. Cost $247.93 Unrealized +13.4%
HCA HCA HEALTHCARE INC 0.5%
Value ($000) $1 Shares 1,875 Est. Cost $242.98 Unrealized +49.0%
PFE PFIZER INC 0.5%
Value ($000) $1 Shares 25,552 Est. Cost $26.68 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1 Shares 6,152 Est. Cost $84.63 Unrealized +25.1%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $1 Shares 2,327 Est. Cost $286.51 Unrealized 0.0%
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.5%
Value ($000) $1 Shares 149,067 Est. Cost $1.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $1 Shares 3,906 Est. Cost $0.17 Unrealized
WCN WASTE CONNECTIONS INC 0.5%
Value ($000) $1 Shares 3,591 Est. Cost $136.98 Unrealized +31.1%
ONB OLD NATL BANCORP IND 0.5%
Value ($000) $1 Shares 33,723 Est. Cost $18.73 Unrealized 0.0%
GE GE AEROSPACE 0.4%
Value ($000) $1 Shares 3,311 Est. Cost $167.93 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.4%
Value ($000) $1 Shares 1,120 Est. Cost $544.48 Unrealized 0.0%
CDW CDW CORP 0.4%
Value ($000) $1 Shares 2,634 Est. Cost $192.17 Unrealized +13.2%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $1 Shares 2,335 Est. Cost $214.15 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.4%
Value ($000) $1 Shares 8,397 Est. Cost $45.95 Unrealized +47.8%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1 Shares 3,971 Est. Cost $139.96 Unrealized 0.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $1 Shares 6,026 Est. Cost $90.57 Unrealized 0.0%
SO SOUTHERN CO 0.4%
Value ($000) $1 Shares 6,390 Est. Cost $81.63 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.4%
Value ($000) $1 Shares 4,504 Est. Cost $118.85 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.4%
Value ($000) $1 Shares 4,765 Est. Cost $0.12 Unrealized
F FORD MTR CO 0.4%
Value ($000) $1 Shares 51,605 Est. Cost $10.44 Unrealized 0.0%
DHI D R HORTON INC 0.4%
Value ($000) $1 Shares 2,743 Est. Cost $124.32 Unrealized +39.3%
ABT ABBOTT LABS 0.4%
Value ($000) $1 Shares 4,557 Est. Cost $101.80 Unrealized +5.2%
WMB WILLIAMS COS INC 0.4%
Value ($000) $1 Shares 11,075 Est. Cost $41.76 Unrealized 0.0%
KEY KEYCORP 0.4%
Value ($000) $0 Shares 29,401 Est. Cost $14.86 Unrealized 0.0%
KLAC KLA CORP 0.4%
Value ($000) $0 Shares 636 Est. Cost $775.08 Unrealized 0.0%
TRGP TARGA RES CORP 0.3%
Value ($000) $0 Shares 3,276 Est. Cost $81.41 Unrealized +68.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $0 Shares 10,741 Est. Cost $31.05 Unrealized +23.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $0 Shares 5,685 Est. Cost $60.54 Unrealized +23.7%
STE STERIS PLC 0.3%
Value ($000) $0 Shares 1,958 Est. Cost $187.02 Unrealized +23.6%
SYY SYSCO CORP 0.3%
Value ($000) $0 Shares 6,044 Est. Cost $72.12 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $0 Shares 11,062 Est. Cost $40.09 Unrealized -5.8%
FERG FERGUSON ENTERPRISES INC 0.3%
Value ($000) $0 Shares 2,311 Est. Cost $197.54 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $0 Shares 8,855 Est. Cost $43.65 Unrealized 0.0%
CI THE CIGNA GROUP 0.3%
Value ($000) $0 Shares 1,312 Est. Cost $335.01 Unrealized 0.0%
AVGO BROADCOM INC 0.3%
Value ($000) $0 Shares 2,623 Est. Cost $149.51 Unrealized +5.7%
MMM 3M CO 0.3%
Value ($000) $0 Shares 3,273 Est. Cost $78.20 Unrealized +52.4%
INTU INTUIT 0.3%
Value ($000) $0 Shares 720 Est. Cost $632.98 Unrealized 0.0%
ROL ROLLINS INC 0.3%
Value ($000) $0 Shares 8,595 Est. Cost $48.56 Unrealized 0.0%
VST VISTRA CORP 0.3%
Value ($000) $0 Shares 3,651 Est. Cost $48.74 Unrealized +72.6%
ADBE ADOBE INC 0.3%
Value ($000) $0 Shares 825 Est. Cost $467.14 Unrealized +17.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $0 Shares 2,479 Est. Cost $171.16 Unrealized 0.0%
GM GENERAL MTRS CO 0.3%
Value ($000) $0 Shares 9,347 Est. Cost $35.45 Unrealized +28.9%
ARISTA NETWORKS INC 0.3%
Value ($000) $0 Shares 1,073 Est. Cost $0.38 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $0 Shares 3,974 Est. Cost $71.72 Unrealized +29.7%
POOL POOL CORP 0.3%
Value ($000) $0 Shares 1,077 Est. Cost $328.32 Unrealized +3.1%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $0 Shares 96 Est. Cost $2843.03 Unrealized +33.5%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $0 Shares 3,853 Est. Cost $98.92 Unrealized 0.0%
CRM SALESFORCE INC 0.3%
Value ($000) $0 Shares 1,459 Est. Cost $207.89 Unrealized +22.1%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $0 Shares 1,467 Est. Cost $172.91 Unrealized +41.8%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $0 Shares 2,420 Est. Cost $111.77 Unrealized +35.9%
LIN LINDE PLC 0.3%
Value ($000) $0 Shares 813 Est. Cost $366.01 Unrealized +22.4%
PNR PENTAIR PLC 0.3%
Value ($000) $0 Shares 3,902 Est. Cost $62.37 Unrealized +35.4%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $0 Shares 10,267 Est. Cost $21.75 Unrealized +41.1%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $0 Shares 3,110 Est. Cost $109.82 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $0 Shares 1,919 Est. Cost $192.73 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $0 Shares 3,194 Est. Cost $68.52 Unrealized +66.2%
MSCI MSCI INC 0.3%
Value ($000) $0 Shares 643 Est. Cost $504.64 Unrealized +5.7%
SAIC SCIENCE APPLICATIONS INTL CO 0.3%
Value ($000) $0 Shares 2,687 Est. Cost $126.27 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $0 Shares 581 Est. Cost $589.13 Unrealized 0.0%
PSX PHILLIPS 66 0.3%
Value ($000) $0 Shares 2,727 Est. Cost $128.40 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $0 Shares 605 Est. Cost $516.36 Unrealized 0.0%
SAP SAP SE 0.2%
Value ($000) $0 Shares 1,509 Est. Cost $0.23 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $0 Shares 687 Est. Cost $388.96 Unrealized +42.3%
APP APPLOVIN CORP 0.2%
Value ($000) $0 Shares 2,599 Est. Cost $91.24 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $0 Shares 1,517 Est. Cost $216.92 Unrealized 0.0%
G GENPACT LIMITED 0.2%
Value ($000) $0 Shares 8,559 Est. Cost $32.18 Unrealized +10.4%
FISV FISERV INC 0.2%
Value ($000) $0 Shares 1,870 Est. Cost $164.95 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $0 Shares 1,276 Est. Cost $237.29 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $0 Shares 4,279 Est. Cost $66.73 Unrealized 0.0%
MPC MARATHON PETE CORP 0.2%
Value ($000) $0 Shares 2,047 Est. Cost $87.35 Unrealized +87.7%
HLI HOULIHAN LOKEY INC 0.2%
Value ($000) $0 Shares 2,098 Est. Cost $146.63 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $0 Shares 1,791 Est. Cost $167.50 Unrealized 0.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $0 Shares 3,473 Est. Cost $81.49 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $0 Shares 439 Est. Cost $38.14 Unrealized +75.4%
EMR EMERSON ELEC CO 0.2%
Value ($000) $0 Shares 2,856 Est. Cost $105.08 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $0 Shares 2,650 Est. Cost $112.73 Unrealized 0.0%
ESI ELEMENT SOLUTIONS INC 0.2%
Value ($000) $0 Shares 11,460 Est. Cost $20.18 Unrealized +27.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $0 Shares 909 Est. Cost $168.32 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $0 Shares 2,266 Est. Cost $120.53 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $0 Shares 4,910 Est. Cost $55.20 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $0 Shares 3,578 Est. Cost $75.55 Unrealized +7.8%
UNP UNION PAC CORP 0.2%
Value ($000) $0 Shares 1,232 Est. Cost $234.64 Unrealized 0.0%
CWST CASELLA WASTE SYS INC 0.2%
Value ($000) $0 Shares 3,026 Est. Cost $103.51 Unrealized 0.0%
GRMN GARMIN LTD 0.2%
Value ($000) $0 Shares 1,690 Est. Cost $153.18 Unrealized +10.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $0 Shares 3,283 Est. Cost $76.36 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $0 Shares 5,973 Est. Cost $44.19 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $0 Shares 1,530 Est. Cost $115.17 Unrealized +50.1%
NUE NUCOR CORP 0.2%
Value ($000) $0 Shares 1,933 Est. Cost $146.81 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $0 Shares 1,080 Est. Cost $239.11 Unrealized +12.2%
BA BOEING CO 0.2%
Value ($000) $0 Shares 1,853 Est. Cost $199.08 Unrealized -13.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $0 Shares 3,070 Est. Cost $73.33 Unrealized +10.2%
BX BLACKSTONE INC 0.2%
Value ($000) $0 Shares 1,813 Est. Cost $95.69 Unrealized +39.7%
GEV GE VERNOVA INC 0.2%
Value ($000) $0 Shares 1,089 Est. Cost $191.56 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $0 Shares 611 Est. Cost $410.72 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $0 Shares 1,886 Est. Cost $134.19 Unrealized 0.0%
CTVA CORTEVA INC 0.2%
Value ($000) $0 Shares 4,561 Est. Cost $47.44 Unrealized +13.4%
ZETA ZETA GLOBAL HOLDINGS CORP 0.2%
Value ($000) $0 Shares 8,895 Est. Cost $23.53 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $0 Shares 2,180 Est. Cost $89.14 Unrealized +24.6%
ENTG ENTEGRIS INC 0.2%
Value ($000) $0 Shares 2,311 Est. Cost $109.16 Unrealized +7.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $0 Shares 3,050 Est. Cost $73.07 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $0 Shares 1,899 Est. Cost $109.15 Unrealized +27.7%
KELLANOVA 0.2%
Value ($000) $0 Shares 3,166 Est. Cost $68.41 Unrealized 0.0%
NVS NOVARTIS AG 0.2%
Value ($000) $0 Shares 2,207 Est. Cost $0.10 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $0 Shares 4,030 Est. Cost $59.42 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $0 Shares 967 Est. Cost $149.49 Unrealized +31.9%
KR KROGER CO 0.2%
Value ($000) $0 Shares 4,343 Est. Cost $52.14 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $0 Shares 705 Est. Cost $286.02 Unrealized +12.8%
RACE FERRARI N V 0.2%
Value ($000) $0 Shares 525 Est. Cost $387.39 Unrealized +15.8%
LAD LITHIA MTRS INC 0.2%
Value ($000) $0 Shares 773 Est. Cost $278.77 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.2%
Value ($000) $0 Shares 8,315 Est. Cost $22.98 Unrealized +16.9%
FSK FS KKR CAP CORP 0.2%
Value ($000) $0 Shares 11,969 Est. Cost $16.02 Unrealized 0.0%
GSK GSK PLC 0.2%
Value ($000) $0 Shares 5,913 Est. Cost $0.04 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $0 Shares 753 Est. Cost $243.56 Unrealized +28.6%
LPLA LPL FINL HLDGS INC 0.2%
Value ($000) $0 Shares 1,018 Est. Cost $226.93 Unrealized -0.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $0 Shares 954 Est. Cost $233.00 Unrealized 0.0%
EMBJ EMBRAER S.A. 0.2%
Value ($000) $0 Shares 6,663 Est. Cost $0.03 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $0 Shares 3,061 Est. Cost $72.87 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $0 Shares 2,211 Est. Cost $91.37 Unrealized +15.0%
AFL AFLAC INC 0.2%
Value ($000) $0 Shares 2,023 Est. Cost $78.75 Unrealized +25.4%
FELE FRANKLIN ELEC INC 0.2%
Value ($000) $0 Shares 2,128 Est. Cost $98.42 Unrealized 0.0%
AIT APPLIED INDL TECHNOLOGIES IN 0.2%
Value ($000) $0 Shares 997 Est. Cost $188.17 Unrealized +7.1%
HANCOCK JOHN PFD INCOME FD I 0.2%
Value ($000) $0 Shares 12,750 Est. Cost $0.01 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $0 Shares 1,494 Est. Cost $121.75 Unrealized +12.7%
SRE SEMPRA 0.2%
Value ($000) $0 Shares 2,539 Est. Cost $76.37 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $0 Shares 2,629 Est. Cost $68.53 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $0 Shares 141 Est. Cost $1403.70 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC 0.1%
Value ($000) $0 Shares 7,357 Est. Cost $27.55 Unrealized +0.5%
SONY SONY GROUP CORP 0.1%
Value ($000) $0 Shares 2,152 Est. Cost $0.10 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 3,859 Est. Cost $49.81 Unrealized -6.1%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $0 Shares 437 Est. Cost $333.50 Unrealized +27.9%
NOW SERVICENOW INC 0.1%
Value ($000) $0 Shares 228 Est. Cost $164.40 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $0 Shares 1,958 Est. Cost $103.98 Unrealized 0.0%
NU NU HLDGS LTD 0.1%
Value ($000) $0 Shares 14,251 Est. Cost $7.48 Unrealized +79.8%
BLACKROCK MUNIYILD QULT FD I 0.1%
Value ($000) $0 Shares 12,894 Est. Cost $0.01 Unrealized
ABRDN NATL MUN INCOME FD 0.1%
Value ($000) $0 Shares 14,000 Est. Cost $0.01 Unrealized
NWG NATWEST GROUP PLC 0.1%
Value ($000) $0 Shares 11,285 Est. Cost $0.01 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $0 Shares 28,417 Est. Cost $0.00 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $0 Shares 14,746 Est. Cost $0.00 Unrealized
KULR TECHNOLOGY GROUP INC 0.0%
Value ($000) $0 Shares 146,798 Est. Cost $0.00 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized