CBIZ Investment Advisory Services, LLC Diversified Active

CIK: 0001795934 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $1,925,956 (100.0% shares, 0.0% debt)

Holdings (403)

BND VANGUARD BD INDEX FDS 20.1%
Value ($000) $387,928 Shares 5,164,792 Est. Cost $72.93 Unrealized
VTV VANGUARD INDEX FDS 17.2%
Value ($000) $330,607 Shares 1,893,834 Est. Cost $144.83 Unrealized
VUG VANGUARD INDEX FDS 16.8%
Value ($000) $323,292 Shares 842,060 Est. Cost $334.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 16.7%
Value ($000) $321,297 Shares 5,099,946 Est. Cost $54.02 Unrealized
QQQ INVESCO QQQ TR 10.0%
Value ($000) $193,050 Shares 395,530 Est. Cost $409.80 Unrealized
VO VANGUARD INDEX FDS 4.5%
Value ($000) $86,768 Shares 328,876 Est. Cost $221.10 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.5%
Value ($000) $47,802 Shares 266,811 Est. Cost $160.84 Unrealized
TDG TRANSDIGM GROUP INC 2.2%
Value ($000) $42,234 Shares 29,594 Est. Cost $802.78 Unrealized +43.5%
VB VANGUARD INDEX FDS 1.5%
Value ($000) $29,602 Shares 124,762 Est. Cost $190.74 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $22,949 Shares 274,014 Est. Cost $81.30 Unrealized
HYG ISHARES TR 1.2%
Value ($000) $22,931 Shares 285,571 Est. Cost $75.97 Unrealized
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $22,867 Shares 290,600 Est. Cost $76.56 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $20,989 Shares 73,897 Est. Cost $204.95 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $18,548 Shares 32,156 Est. Cost $411.10 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $9,592 Shares 181,628 Est. Cost $52.81 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $5,653 Shares 67,842 Est. Cost $67.42 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $4,916 Shares 18,901 Est. Cost $181.92 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $4,036 Shares 17,323 Est. Cost $152.58 Unrealized +45.5%
EMXC ISHARES INC 0.2%
Value ($000) $3,272 Shares 53,542 Est. Cost $60.97 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $2,687 Shares 16,027 Est. Cost $129.51 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $2,440 Shares 39,154 Est. Cost $89.56 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,347 Shares 9,972 Est. Cost $120.45 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,151 Shares 3,066 Est. Cost $219.95 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $683 Shares 1,291 Est. Cost $266.48 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $638 Shares 1,483 Est. Cost $245.78 Unrealized +72.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $606 Shares 1,317 Est. Cost $328.98 Unrealized +34.4%
IJR ISHARES TR 0.0%
Value ($000) $584 Shares 4,989 Est. Cost $96.70 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $564 Shares 7,224 Est. Cost $72.80 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $542 Shares 2,907 Est. Cost $178.99 Unrealized +1.9%
EFA ISHARES TR 0.0%
Value ($000) $513 Shares 6,138 Est. Cost $65.82 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $492 Shares 23,293 Est. Cost $20.89 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $458 Shares 517 Est. Cost $551.39 Unrealized +61.5%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $400 Shares 942 Est. Cost $333.48 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $399 Shares 2,407 Est. Cost $138.21 Unrealized +20.6%
SPYX SPDR SER TR 0.0%
Value ($000) $397 Shares 8,403 Est. Cost $34.73 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $386 Shares 2,235 Est. Cost $154.32 Unrealized +2.4%
CBZ CBIZ INC 0.0%
Value ($000) $363 Shares 5,389 Est. Cost $48.17 Unrealized +50.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $342 Shares 593 Est. Cost $430.08 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $317 Shares 2,606 Est. Cost $103.02 Unrealized +14.6%
ETN EATON CORP PLC 0.0%
Value ($000) $308 Shares 929 Est. Cost $272.45 Unrealized +10.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $286 Shares 2,911 Est. Cost $88.36 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $281 Shares 1,980 Est. Cost $123.71 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $279 Shares 1,324 Est. Cost $177.26 Unrealized +15.6%
WMT WALMART INC 0.0%
Value ($000) $278 Shares 3,442 Est. Cost $56.04 Unrealized +29.3%
ADBE ADOBE INC 0.0%
Value ($000) $276 Shares 533 Est. Cost $484.95 Unrealized +13.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $271 Shares 462 Est. Cost $492.57 Unrealized +11.3%
PKBK PARKE BANCORP INC 0.0%
Value ($000) $263 Shares 12,567 Est. Cost $17.74 Unrealized +3.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $216 Shares 10,454 Est. Cost $20.45 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $216 Shares 3,250 Est. Cost $65.16 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $213 Shares 4,328 Est. Cost $47.82 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $187 Shares 948 Est. Cost $164.67 Unrealized +8.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $183 Shares 2,180 Est. Cost $67.30 Unrealized +17.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $167 Shares 4,110 Est. Cost $37.95 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $166 Shares 335 Est. Cost $454.36 Unrealized +1.6%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $164 Shares 1,116 Est. Cost $139.01 Unrealized +0.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $153 Shares 3,191 Est. Cost $41.77 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $147 Shares 709 Est. Cost $180.75 Unrealized +4.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $131 Shares 429 Est. Cost $278.01 Unrealized -4.1%
IUSV ISHARES TR 0.0%
Value ($000) $130 Shares 1,364 Est. Cost $90.44 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $126 Shares 141 Est. Cost $706.75 Unrealized +22.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $124 Shares 1,824 Est. Cost $64.46 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $123 Shares 209 Est. Cost $575.52 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $121 Shares 977 Est. Cost $131.70 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $114 Shares 281 Est. Cost $348.54 Unrealized +1.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $111 Shares 679 Est. Cost $169.62 Unrealized -10.4%
KMPR KEMPER CORP 0.0%
Value ($000) $111 Shares 1,805 Est. Cost $57.37 Unrealized +7.2%
SAP SAP SE 0.0%
Value ($000) $110 Shares 480 Est. Cost $195.03 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $105 Shares 1,430 Est. Cost $69.56 Unrealized +3.8%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $104 Shares 1,454 Est. Cost $67.30 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $101 Shares 382 Est. Cost $247.64 Unrealized -4.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $100 Shares 1,119 Est. Cost $64.00 Unrealized +19.3%
ORCL ORACLE CORP 0.0%
Value ($000) $99 Shares 581 Est. Cost $118.11 Unrealized +21.1%
TSLA TESLA INC 0.0%
Value ($000) $91 Shares 346 Est. Cost $182.93 Unrealized +24.7%
KO COCA COLA CO 0.0%
Value ($000) $89 Shares 1,229 Est. Cost $56.70 Unrealized +15.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $86 Shares 894 Est. Cost $101.17 Unrealized -10.5%
RTX RTX CORPORATION 0.0%
Value ($000) $82 Shares 679 Est. Cost $86.83 Unrealized +27.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $82 Shares 210 Est. Cost $267.07 Unrealized +28.5%
META META PLATFORMS INC 0.0%
Value ($000) $82 Shares 143 Est. Cost $471.75 Unrealized +8.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $82 Shares 698 Est. Cost $100.23 Unrealized +9.8%
C CITIGROUP INC 0.0%
Value ($000) $81 Shares 1,290 Est. Cost $59.42 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $80 Shares 400 Est. Cost $173.59 Unrealized +14.0%
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $79 Shares 4,004 Est. Cost $19.29 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $78 Shares 4,008 Est. Cost $19.21 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $78 Shares 355 Est. Cost $197.00 Unrealized -0.3%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $78 Shares 1,643 Est. Cost $45.47 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $76 Shares 1,162 Est. Cost $57.52 Unrealized +11.4%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $74 Shares 1,790 Est. Cost $38.14 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $74 Shares 1,245 Est. Cost $55.13 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $73 Shares 355 Est. Cost $160.54 Unrealized +16.7%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $73 Shares 1,129 Est. Cost $60.30 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $73 Shares 1,073 Est. Cost $63.33 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $71 Shares 1,240 Est. Cost $57.27 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $70 Shares 411 Est. Cost $157.27 Unrealized +3.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $66 Shares 406 Est. Cost $150.61 Unrealized +1.4%
BSJO INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $63 Shares 2,792 Est. Cost $22.73 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $63 Shares 581 Est. Cost $107.59 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $63 Shares 500 Est. Cost $115.30 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $61 Shares 250 Est. Cost $206.60 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $58 Shares 333 Est. Cost $175.36 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $55 Shares 249 Est. Cost $219.80 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $54 Shares 1,303 Est. Cost $40.63 Unrealized -7.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $54 Shares 200 Est. Cost $202.90 Unrealized +20.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $53 Shares 90 Est. Cost $415.91 Unrealized +24.2%
BIL SPDR SER TR 0.0%
Value ($000) $53 Shares 572 Est. Cost $91.87 Unrealized
SNY SANOFI 0.0%
Value ($000) $52 Shares 910 Est. Cost $53.36 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $51 Shares 694 Est. Cost $68.90 Unrealized -2.5%
CSX CSX CORP 0.0%
Value ($000) $51 Shares 1,483 Est. Cost $35.47 Unrealized -6.4%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $51 Shares 502 Est. Cost $96.58 Unrealized
BGRN ISHARES TR 0.0%
Value ($000) $51 Shares 1,046 Est. Cost $46.91 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $50 Shares 248 Est. Cost $191.88 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $48 Shares 1,219 Est. Cost $33.85 Unrealized +14.5%
SPYD SPDR SER TR 0.0%
Value ($000) $46 Shares 1,009 Est. Cost $45.65 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $45 Shares 58 Est. Cost $631.89 Unrealized +22.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $45 Shares 332 Est. Cost $135.69 Unrealized +2.7%
DE DEERE & CO 0.0%
Value ($000) $44 Shares 105 Est. Cost $372.54 Unrealized -0.9%
HUBS HUBSPOT INC 0.0%
Value ($000) $44 Shares 82 Est. Cost $557.61 Unrealized -9.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $44 Shares 197 Est. Cost $178.22 Unrealized +6.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $43 Shares 845 Est. Cost $43.94 Unrealized -9.2%
PSX PHILLIPS 66 0.0%
Value ($000) $42 Shares 320 Est. Cost $134.98 Unrealized -4.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 156 Est. Cost $260.72 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $42 Shares 373 Est. Cost $78.75 Unrealized +25.4%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $41 Shares 208 Est. Cost $182.61 Unrealized
SMMD ISHARES TR 0.0%
Value ($000) $41 Shares 607 Est. Cost $65.63 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $41 Shares 794 Est. Cost $47.61 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $41 Shares 150 Est. Cost $222.03 Unrealized +6.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $40 Shares 174 Est. Cost $186.13 Unrealized +13.3%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $38 Shares 226 Est. Cost $114.90 Unrealized +26.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $38 Shares 242 Est. Cost $120.44 Unrealized +21.7%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $37 Shares 255 Est. Cost $119.50 Unrealized +18.9%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $35 Shares 750 Est. Cost $43.06 Unrealized +3.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $34 Shares 645 Est. Cost $44.85 Unrealized +4.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $34 Shares 813 Est. Cost $44.71 Unrealized -4.5%
GOOG ALPHABET INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $143.27 Unrealized +17.4%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $32 Shares 430 Est. Cost $80.84 Unrealized -6.2%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $32 Shares 328 Est. Cost $73.32 Unrealized +21.4%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $31 Shares 111 Est. Cost $236.41 Unrealized +17.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $30 Shares 49 Est. Cost $557.71 Unrealized +5.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $30 Shares 79 Est. Cost $313.46 Unrealized +10.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $30 Shares 176 Est. Cost $148.53 Unrealized +15.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $30 Shares 273 Est. Cost $101.72 Unrealized +3.3%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $30 Shares 55 Est. Cost $539.98 Unrealized -0.7%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $30 Shares 119 Est. Cost $237.69 Unrealized -3.3%
XYZ BLOCK INC 0.0%
Value ($000) $29 Shares 434 Est. Cost $67.77 Unrealized -4.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $29 Shares 150 Est. Cost $151.93 Unrealized +13.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $28 Shares 1,771 Est. Cost $16.05 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $28 Shares 49 Est. Cost $561.53 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $28 Shares 304 Est. Cost $62.33 Unrealized +37.4%
SXI STANDEX INTL CORP 0.0%
Value ($000) $28 Shares 152 Est. Cost $162.34 Unrealized +7.1%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $28 Shares 223 Est. Cost $132.10 Unrealized +4.7%
V VISA INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $272.36 Unrealized -1.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $27 Shares 196 Est. Cost $109.59 Unrealized +13.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $27 Shares 55 Est. Cost $377.87 Unrealized +23.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $27 Shares 97 Est. Cost $234.26 Unrealized +8.2%
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $27 Shares 1,917 Est. Cost $16.36 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $26 Shares 285 Est. Cost $64.75 Unrealized +26.1%
MRK MERCK & CO INC 0.0%
Value ($000) $25 Shares 222 Est. Cost $115.00 Unrealized -1.8%
ABT ABBOTT LABS 0.0%
Value ($000) $25 Shares 221 Est. Cost $110.78 Unrealized -3.4%
CNS COHEN & STEERS INC 0.0%
Value ($000) $25 Shares 261 Est. Cost $68.24 Unrealized +19.6%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $24 Shares 130 Est. Cost $175.56 Unrealized +4.0%
UMH UMH PPTYS INC 0.0%
Value ($000) $24 Shares 1,230 Est. Cost $16.44 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $24 Shares 505 Est. Cost $39.07 Unrealized +10.3%
UTZ UTZ BRANDS INC 0.0%
Value ($000) $24 Shares 1,349 Est. Cost $17.72 Unrealized -6.2%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $24 Shares 545 Est. Cost $36.55 Unrealized
CBT CABOT CORP 0.0%
Value ($000) $24 Shares 211 Est. Cost $79.25 Unrealized +22.0%
WING WINGSTOP INC 0.0%
Value ($000) $23 Shares 56 Est. Cost $315.25 Unrealized +23.2%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $23 Shares 810 Est. Cost $25.93 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $23 Shares 111 Est. Cost $157.89 Unrealized +22.2%
SHY ISHARES TR 0.0%
Value ($000) $23 Shares 275 Est. Cost $81.71 Unrealized
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $23 Shares 842 Est. Cost $23.98 Unrealized +11.0%
SCVL SHOE CARNIVAL INC 0.0%
Value ($000) $23 Shares 519 Est. Cost $29.61 Unrealized +37.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $23 Shares 187 Est. Cost $117.29 Unrealized -4.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $71.78 Unrealized -1.9%
VMI VALMONT INDS INC 0.0%
Value ($000) $22 Shares 77 Est. Cost $227.47 Unrealized +23.1%
O REALTY INCOME CORP 0.0%
Value ($000) $22 Shares 346 Est. Cost $48.62 Unrealized +13.1%
CRAI CRA INTL INC 0.0%
Value ($000) $22 Shares 123 Est. Cost $116.18 Unrealized +41.5%
EOG EOG RES INC 0.0%
Value ($000) $22 Shares 176 Est. Cost $110.37 Unrealized +9.1%
LKFN LAKELAND FINL CORP 0.0%
Value ($000) $22 Shares 331 Est. Cost $60.64 Unrealized +2.1%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 195 Est. Cost $88.58 Unrealized +10.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $21 Shares 71 Est. Cost $232.50 Unrealized +13.2%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $21 Shares 100 Est. Cost $170.29 Unrealized +16.9%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $21 Shares 45 Est. Cost $449.84 Unrealized -1.9%
BC BRUNSWICK CORP 0.0%
Value ($000) $21 Shares 249 Est. Cost $81.83 Unrealized -8.5%
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $21 Shares 579 Est. Cost $35.63 Unrealized +7.1%
T AT&T INC 0.0%
Value ($000) $21 Shares 938 Est. Cost $16.50 Unrealized +13.8%
CHE CHEMED CORP NEW 0.0%
Value ($000) $20 Shares 34 Est. Cost $600.70 Unrealized -6.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $20 Shares 80 Est. Cost $170.60 Unrealized +25.5%
MTRN MATERION CORP 0.0%
Value ($000) $20 Shares 180 Est. Cost $125.76 Unrealized -11.6%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $20 Shares 698 Est. Cost $23.65 Unrealized +11.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 84 Est. Cost $202.26 Unrealized +11.1%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $20 Shares 311 Est. Cost $70.51 Unrealized -8.5%
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $20 Shares 296 Est. Cost $66.88 Unrealized
AL AIR LEASE CORP 0.0%
Value ($000) $20 Shares 434 Est. Cost $41.59 Unrealized +7.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $20 Shares 486 Est. Cost $35.09 Unrealized +1.2%
PSMT PRICESMART INC 0.0%
Value ($000) $20 Shares 214 Est. Cost $79.20 Unrealized +6.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $19 Shares 211 Est. Cost $80.73 Unrealized +0.1%
HSY HERSHEY CO 0.0%
Value ($000) $19 Shares 100 Est. Cost $182.08 Unrealized +2.2%
DHI D R HORTON INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $147.13 Unrealized +17.7%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $19 Shares 115 Est. Cost $155.23 Unrealized +2.2%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $19 Shares 3,072 Est. Cost $44.05 Unrealized +17.8%
EMB ISHARES TR 0.0%
Value ($000) $19 Shares 200 Est. Cost $93.95 Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 461 Est. Cost $45.54 Unrealized +5.2%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $19 Shares 301 Est. Cost $69.26 Unrealized -9.2%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $19 Shares 98 Est. Cost $191.57 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $18 Shares 400 Est. Cost $39.52 Unrealized +5.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $18 Shares 69 Est. Cost $241.53 Unrealized +6.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $18 Shares 50 Est. Cost $330.34 Unrealized +3.1%
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value ($000) $18 Shares 831 Est. Cost $19.08 Unrealized +1.1%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $18 Shares 98 Est. Cost $158.82 Unrealized +7.2%
CGNX COGNEX CORP 0.0%
Value ($000) $18 Shares 438 Est. Cost $39.17 Unrealized +7.5%
NXRT NEXPOINT RESIDENTIAL TR INC 0.0%
Value ($000) $18 Shares 402 Est. Cost $32.99 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $18 Shares 434 Est. Cost $33.22 Unrealized +7.7%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $18 Shares 133 Est. Cost $116.49 Unrealized +3.7%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $17 Shares 666 Est. Cost $30.67 Unrealized -10.2%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $17 Shares 139 Est. Cost $99.86 Unrealized +13.4%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $17 Shares 204 Est. Cost $99.19 Unrealized -10.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $17 Shares 48 Est. Cost $354.76 Unrealized -9.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $17 Shares 45 Est. Cost $289.31 Unrealized +28.3%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $17 Shares 371 Est. Cost $46.72 Unrealized -8.1%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $17 Shares 128 Est. Cost $143.75 Unrealized -1.0%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $17 Shares 99 Est. Cost $194.59 Unrealized -13.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $17 Shares 264 Est. Cost $70.29 Unrealized -21.5%
IBB ISHARES TR 0.0%
Value ($000) $16 Shares 113 Est. Cost $137.30 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $16 Shares 446 Est. Cost $38.20 Unrealized -2.6%
DISCOVER FINL SVCS 0.0%
Value ($000) $16 Shares 114 Est. Cost $131.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $16 Shares 355 Est. Cost $35.93 Unrealized +6.8%
NKE NIKE INC 0.0%
Value ($000) $16 Shares 179 Est. Cost $97.82 Unrealized -22.3%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $16 Shares 500 Est. Cost $37.23 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $16 Shares 167 Est. Cost $86.66 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $16 Shares 311 Est. Cost $39.40 Unrealized +12.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $16 Shares 30 Est. Cost $427.27 Unrealized +14.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $16 Shares 1,882 Est. Cost $8.07 Unrealized -3.1%
SSTK SHUTTERSTOCK INC 0.0%
Value ($000) $15 Shares 434 Est. Cost $45.85 Unrealized -19.6%
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $15 Shares 76 Est. Cost $168.25 Unrealized +8.4%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $15 Shares 155 Est. Cost $67.01 Unrealized +26.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $15 Shares 259 Est. Cost $42.93 Unrealized +19.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $15 Shares 85 Est. Cost $149.95 Unrealized +9.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $15 Shares 108 Est. Cost $136.41 Unrealized -11.6%
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $15 Shares 290 Est. Cost $57.97 Unrealized -3.1%
KFRC KFORCE INC 0.0%
Value ($000) $15 Shares 239 Est. Cost $68.16 Unrealized -6.1%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $15 Shares 199 Est. Cost $73.75 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $14 Shares 182 Est. Cost $74.37 Unrealized +2.1%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $7.58 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 313 Est. Cost $42.18 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $14 Shares 999 Est. Cost $11.88 Unrealized +5.6%
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $14 Shares 184 Est. Cost $64.78 Unrealized -2.3%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $14 Shares 157 Est. Cost $88.59 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $14 Shares 109 Est. Cost $122.33 Unrealized -3.5%
CE CELANESE CORP DEL 0.0%
Value ($000) $14 Shares 100 Est. Cost $149.27 Unrealized -12.8%
EQIX EQUINIX INC 0.0%
Value ($000) $13 Shares 15 Est. Cost $807.48 Unrealized -1.6%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $13 Shares 333 Est. Cost $45.74 Unrealized 0.0%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $13 Shares 257 Est. Cost $73.53 Unrealized -12.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $13 Shares 685 Est. Cost $15.70 Unrealized +7.9%
PFE PFIZER INC 0.0%
Value ($000) $12 Shares 399 Est. Cost $24.81 Unrealized +7.5%
MMM 3M CO 0.0%
Value ($000) $11 Shares 82 Est. Cost $119.14 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $11 Shares 170 Est. Cost $64.26 Unrealized +0.5%
OKE ONEOK INC NEW 0.0%
Value ($000) $11 Shares 120 Est. Cost $81.49 Unrealized 0.0%
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 470 Est. Cost $22.93 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $11 Shares 264 Est. Cost $32.80 Unrealized +17.1%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 461 Est. Cost $23.20 Unrealized
WINA WINMARK CORP 0.0%
Value ($000) $11 Shares 28 Est. Cost $365.31 Unrealized +1.8%
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 468 Est. Cost $22.25 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $10 Shares 107 Est. Cost $88.61 Unrealized -6.5%
PICK ISHARES INC 0.0%
Value ($000) $10 Shares 237 Est. Cost $41.77 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $98.53 Unrealized -11.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $10 Shares 279 Est. Cost $29.55 Unrealized +15.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $10 Shares 97 Est. Cost $85.38 Unrealized +8.7%
IRMD IRADIMED CORP 0.0%
Value ($000) $9 Shares 188 Est. Cost $43.21 Unrealized +4.6%
RFV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 78 Est. Cost $119.86 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 223 Est. Cost $39.02 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 227 Est. Cost $36.68 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $9 Shares 170 Est. Cost $50.21 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $9 Shares 105 Est. Cost $60.59 Unrealized +23.5%
SLYG SPDR SER TR 0.0%
Value ($000) $9 Shares 93 Est. Cost $87.23 Unrealized
F FORD MTR CO 0.0%
Value ($000) $8 Shares 755 Est. Cost $10.76 Unrealized -3.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $8 Shares 186 Est. Cost $33.70 Unrealized +17.4%
SRE SEMPRA 0.0%
Value ($000) $8 Shares 90 Est. Cost $67.33 Unrealized +13.4%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 85 Est. Cost $88.52 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $7 Shares 324 Est. Cost $21.39 Unrealized -19.3%
RZV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 66 Est. Cost $107.73 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $64.67 Unrealized +3.4%
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 142 Est. Cost $50.72 Unrealized
KR KROGER CO 0.0%
Value ($000) $7 Shares 119 Est. Cost $52.14 Unrealized 0.0%
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 132 Est. Cost $48.66 Unrealized
WAB WABTEC 0.0%
Value ($000) $7 Shares 37 Est. Cost $162.97 Unrealized 0.0%
SDIV GLOBAL X FDS 0.0%
Value ($000) $7 Shares 282 Est. Cost $23.57 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $117.83 Unrealized +13.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $153.74 Unrealized +46.5%
STVN STEVANATO GROUP S P A 0.0%
Value ($000) $6 Shares 307 Est. Cost $30.27 Unrealized -33.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 159 Est. Cost $22.52 Unrealized +36.3%
NET CLOUDFLARE INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $80.68 Unrealized -0.4%
IPAR INTER PARFUMS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $141.62 Unrealized -11.7%
TWLO TWILIO INC 0.0%
Value ($000) $6 Shares 90 Est. Cost $65.86 Unrealized -9.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.00 Unrealized +20.2%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 53 Est. Cost $102.40 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 146 Est. Cost $31.68 Unrealized
WSFS WSFS FINL CORP 0.0%
Value ($000) $5 Shares 107 Est. Cost $43.52 Unrealized +19.1%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $5 Shares 247 Est. Cost $22.07 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 443 Est. Cost $10.45 Unrealized +37.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $5 Shares 86 Est. Cost $50.33 Unrealized -8.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $5 Shares 70 Est. Cost $60.33 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $147.69 Unrealized -16.7%
MDB MONGODB INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $315.84 Unrealized -17.7%
Z ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 71 Est. Cost $44.00 Unrealized +22.0%
ZS ZSCALER INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $177.98 Unrealized +2.6%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $4 Shares 13 Est. Cost $336.34 Unrealized 0.0%
RKT ROCKET COS INC 0.0%
Value ($000) $4 Shares 219 Est. Cost $12.79 Unrealized +29.8%
SLVP ISHARES INC 0.0%
Value ($000) $4 Shares 315 Est. Cost $10.18 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $4 Shares 68 Est. Cost $47.11 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $4 Shares 107 Est. Cost $41.80 Unrealized -5.4%
SHM SPDR SER TR 0.0%
Value ($000) $4 Shares 82 Est. Cost $47.35 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $90.22 Unrealized +10.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $112.18 Unrealized +10.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $35.70 Unrealized +27.5%
PATK PATRICK INDS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $81.94 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $4 Shares 37 Est. Cost $115.13 Unrealized -25.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $3 Shares 44 Est. Cost $52.00 Unrealized +11.2%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $230.10 Unrealized -12.9%
SLV ISHARES SILVER TR 0.0%
Value ($000) $3 Shares 117 Est. Cost $22.75 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $107.40 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $3 Shares 302 Est. Cost $14.21 Unrealized -19.7%
EVRG EVERGY INC 0.0%
Value ($000) $3 Shares 52 Est. Cost $55.06 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $3 Shares 22 Est. Cost $137.53 Unrealized -3.5%
IGSB ISHARES TR 0.0%
Value ($000) $3 Shares 59 Est. Cost $51.60 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $84.95 Unrealized +29.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $3 Shares 139 Est. Cost $17.02 Unrealized +7.1%
MET METLIFE INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.02 Unrealized +8.9%
RBLX ROBLOX CORP 0.0%
Value ($000) $3 Shares 57 Est. Cost $35.60 Unrealized +17.2%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 117 Est. Cost $21.10 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $136.06 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.32 Unrealized +7.9%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $81.45 Unrealized +15.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $116.47 Unrealized -4.1%
CDW CDW CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $231.59 Unrealized -6.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $32.98 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.90 Unrealized +18.0%
CRM SALESFORCE INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $253.82 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $2 Shares 104 Est. Cost $20.79 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $102.00 Unrealized 0.0%
AVANGRID INC 0.0%
Value ($000) $2 Shares 59 Est. Cost $35.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 40 Est. Cost $45.54 Unrealized -4.1%
PBI PITNEY BOWES INC 0.0%
Value ($000) $2 Shares 295 Est. Cost $4.12 Unrealized +63.5%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $945.64 Unrealized +17.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $89.83 Unrealized +15.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $2 Shares 17 Est. Cost $108.07 Unrealized +1.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $293.39 Unrealized -19.6%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $2 Shares 79 Est. Cost $23.53 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 48 Est. Cost $42.17 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $164.40 Unrealized 0.0%
POWR ISHARES INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $26.44 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $2 Shares 82 Est. Cost $19.09 Unrealized -12.1%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $20.98 Unrealized +21.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 195 Est. Cost $8.96 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.99 Unrealized +1.5%
UGI UGI CORP NEW 0.0%
Value ($000) $2 Shares 67 Est. Cost $24.02 Unrealized +0.3%
MRNA MODERNA INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $107.10 Unrealized -14.3%
DOW DOW INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.92 Unrealized 0.0%
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $114.93 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $18.84 Unrealized +4.2%
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $72.06 Unrealized +9.7%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $53.80 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $241.47 Unrealized +8.7%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.14 Unrealized 0.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $1 Shares 137 Est. Cost $9.07 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $94.67 Unrealized -7.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.89 Unrealized 0.0%
KSS KOHLS CORP 0.0%
Value ($000) $1 Shares 51 Est. Cost $26.72 Unrealized -23.8%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1 Shares 6 Est. Cost $141.32 Unrealized +12.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 36 Est. Cost $30.33 Unrealized 0.0%
XJH ISHARES TR 0.0%
Value ($000) $1 Shares 23 Est. Cost $41.14 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $38.40 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $70.16 Unrealized +3.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.60 Unrealized -32.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $35.72 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $140.32 Unrealized +40.5%
JNK SPDR SER TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $96.14 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $1 Shares 87 Est. Cost $7.20 Unrealized
AES AES CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $16.44 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.34 Unrealized +7.4%
DDOG DATADOG INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $116.83 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $1 Shares 34 Est. Cost $13.41 Unrealized +10.9%
KRE SPDR SER TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.30 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $62.51 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $61.23 Unrealized +9.0%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $31.06 Unrealized 0.0%
KBE SPDR SER TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.10 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $13.43 Unrealized 0.0%
WPC WP CAREY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.13 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 17 Est. Cost $26.84 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $63.02 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.24 Unrealized 0.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.85 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $0 Shares 24 Est. Cost $14.83 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $11.04 Unrealized -2.0%
XES SPDR SER TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.00 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $21.27 Unrealized +14.7%
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.07 Unrealized -7.8%
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.32 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $19.71 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.23 Unrealized +27.7%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.12 Unrealized 0.0%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.22 Unrealized -6.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.27 Unrealized 0.0%
BERRY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.00 Unrealized