Radnor Capital Management, LLC Diversified Active

Location: Wayne, PA

CIK: 0001696867 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 11, 2024

Total Value: $536M

Holdings (316)

MERCK & CO INC 11.1%
Value $59.69M Shares 547,534 Est. Cost $67.68 Unrealized
EXXON MOBIL CORP 3.0%
Value $16.05M Shares 160,497 Est. Cost $84.81 Unrealized
AAPL APPLE INC 2.9%
Value $15.66M Shares 81,339 Est. Cost $181.34 Unrealized +0.8%
AZO AUTOZONE INC 2.7%
Value $14.25M Shares 5,510 Est. Cost $2513.76 Unrealized +3.2%
IBM INTERNATIONAL BUSINESS MACHS 2.0%
Value $10.91M Shares 66,700 Est. Cost $131.75 Unrealized +7.4%
MSFT MICROSOFT CORP 1.9%
Value $10.36M Shares 27,553 Est. Cost $324.59 Unrealized +7.9%
JPMORGAN CHASE & CO 1.9%
Value $10.02M Shares 58,882 Est. Cost $101.94 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value $8.548M Shares 54,536 Est. Cost $152.53 Unrealized -5.9%
AXP AMERICAN EXPRESS CO 1.4%
Value $7.495M Shares 40,007 Est. Cost $158.76 Unrealized -1.1%
EMR EMERSON ELEC CO 1.3%
Value $6.786M Shares 69,718 Est. Cost $91.16 Unrealized -3.4%
ACCENTURE PLC IRELAND 1.2%
Value $6.295M Shares 17,939 Est. Cost $139.27 Unrealized
LLY ELI LILLY & CO 1.2%
Value $6.273M Shares 10,761 Est. Cost $506.78 Unrealized +13.5%
OREILLY AUTOMOTIVE INC 1.1%
Value $6.043M Shares 6,360 Est. Cost $23.88 Unrealized
WSM WILLIAMS SONOMA INC 1.1%
Value $5.75M Shares 28,496 Est. Cost $66.29 Unrealized +26.4%
COMCAST CORP NEW 1.0%
Value $5.376M Shares 122,597 Est. Cost $42.16 Unrealized
AFL AFLAC INC 1.0%
Value $5.37M Shares 65,092 Est. Cost $70.52 Unrealized +9.2%
CI THE CIGNA GROUP 0.9%
Value $4.973M Shares 16,606 Est. Cost $272.79 Unrealized +2.9%
PG PROCTER AND GAMBLE CO 0.8%
Value $4.384M Shares 29,920 Est. Cost $144.12 Unrealized -2.4%
ITW ILLINOIS TOOL WKS INC 0.8%
Value $4.297M Shares 16,405 Est. Cost $229.93 Unrealized -1.1%
ABBVIE INC 0.8%
Value $4.29M Shares 27,685 Est. Cost $71.10 Unrealized
3M CO 0.8%
Value $4.259M Shares 38,958 Est. Cost $161.41 Unrealized
CVS CVS HEALTH CORP 0.7%
Value $3.964M Shares 50,203 Est. Cost $64.57 Unrealized +1.3%
CHUBB LIMITED 0.7%
Value $3.869M Shares 17,118 Est. Cost $136.29 Unrealized
WMT WALMART INC 0.7%
Value $3.839M Shares 24,350 Est. Cost $51.81 Unrealized -0.3%
QCOM QUALCOMM INC 0.7%
Value $3.785M Shares 26,167 Est. Cost $110.58 Unrealized +7.0%
CVX CHEVRON CORP NEW 0.7%
Value $3.71M Shares 24,875 Est. Cost $145.58 Unrealized -5.3%
DCI DONALDSON INC 0.7%
Value $3.622M Shares 55,420 Est. Cost $59.46 Unrealized -1.2%
ELV ELEVANCE HEALTH INC 0.6%
Value $3.475M Shares 7,370 Est. Cost $436.66 Unrealized +2.3%
GE GENERAL ELECTRIC CO 0.6%
Value $3.467M Shares 27,167 Est. Cost $88.66 Unrealized +3.2%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value $3.437M Shares 66,992 Est. Cost $54.35 Unrealized -13.5%
WASTE MGMT INC DEL 0.6%
Value $3.327M Shares 18,576 Est. Cost $151.56 Unrealized
SYK STRYKER CORPORATION 0.6%
Value $3.279M Shares 10,950 Est. Cost $279.22 Unrealized -1.6%
PEP PEPSICO INC 0.6%
Value $3.203M Shares 18,861 Est. Cost $167.15 Unrealized -8.0%
ALPHABET INC 0.6%
Value $2.974M Shares 21,290 Est. Cost $125.46 Unrealized
TSCO TRACTOR SUPPLY CO 0.5%
Value $2.916M Shares 13,560 Est. Cost $41.57 Unrealized -5.2%
HD HOME DEPOT INC 0.5%
Value $2.909M Shares 8,395 Est. Cost $302.38 Unrealized -2.9%
UNP UNION PAC CORP 0.5%
Value $2.836M Shares 11,547 Est. Cost $206.79 Unrealized +1.2%
DIS DISNEY WALT CO 0.5%
Value $2.808M Shares 31,097 Est. Cost $83.44 Unrealized +3.3%
SCHW SCHWAB CHARLES CORP 0.5%
Value $2.788M Shares 40,525 Est. Cost $58.40 Unrealized -3.9%
CISCO SYS INC 0.5%
Value $2.766M Shares 54,757 Est. Cost $36.37 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value $2.738M Shares 11,752 Est. Cost $230.84 Unrealized -3.8%
INTC INTEL CORP 0.5%
Value $2.653M Shares 52,801 Est. Cost $34.38 Unrealized +16.5%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $2.631M Shares 16,731 Est. Cost $151.64 Unrealized -11.5%
IWM ISHARES TR 0.5%
Value $2.609M Shares 12,999 Est. Cost $178.37 Unrealized
LOW LOWES COS INC 0.5%
Value $2.578M Shares 11,582 Est. Cost $214.91 Unrealized -9.4%
HEWLETT PACKARD ENTERPRISE C 0.5%
Value $2.565M Shares 151,073 Est. Cost $15.69 Unrealized
USB US BANCORP DEL 0.5%
Value $2.564M Shares 59,234 Est. Cost $32.50 Unrealized +1.8%
PFE PFIZER INC 0.5%
Value $2.559M Shares 88,872 Est. Cost $30.02 Unrealized -12.1%
VISA INC 0.5%
Value $2.54M Shares 9,755 Est. Cost $192.97 Unrealized
AMERIPRISE FINL INC 0.5%
Value $2.523M Shares 6,642 Est. Cost $109.95 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value $2.51M Shares 31,228 Est. Cost $69.45 Unrealized +4.3%
FIDELITY NATL INFORMATION SV 0.5%
Value $2.492M Shares 41,487 Est. Cost $89.15 Unrealized
CAT CATERPILLAR INC 0.5%
Value $2.469M Shares 8,352 Est. Cost $261.47 Unrealized -3.9%
KO COCA COLA CO 0.5%
Value $2.447M Shares 41,521 Est. Cost $55.72 Unrealized -4.4%
FLEETCOR TECHNOLOGIES INC 0.5%
Value $2.428M Shares 8,590 Est. Cost $255.29 Unrealized
UNITEDHEALTH GROUP INC 0.5%
Value $2.413M Shares 4,584 Est. Cost $111.03 Unrealized
CONSTELLATION ENERGY CORP 0.4%
Value $2.388M Shares 20,426 Est. Cost $43.73 Unrealized
IWF ISHARES TR 0.4%
Value $2.367M Shares 7,806 Est. Cost $268.89 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value $2.364M Shares 5,050 Est. Cost $421.70 Unrealized +7.2%
DUPONT DE NEMOURS INC 0.4%
Value $2.347M Shares 30,508 Est. Cost $73.11 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value $2.317M Shares 10,859 Est. Cost $189.62 Unrealized
ESSENTIAL UTILS INC 0.4%
Value $2.26M Shares 60,516 Est. Cost $41.91 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value $2.259M Shares 24,011 Est. Cost $86.18 Unrealized -2.9%
ENBRIDGE INC 0.4%
Value $2.243M Shares 62,271 Est. Cost $40.49 Unrealized
ABT ABBOTT LABS 0.4%
Value $2.234M Shares 20,296 Est. Cost $100.28 Unrealized -4.2%
VERIZON COMMUNICATIONS INC 0.4%
Value $2.166M Shares 57,464 Est. Cost $53.11 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value $2.142M Shares 26,874 Est. Cost $70.87 Unrealized +1.2%
SLB SCHLUMBERGER LTD 0.4%
Value $2.127M Shares 40,881 Est. Cost $54.41 Unrealized -5.9%
ULTA BEAUTY INC 0.4%
Value $2.092M Shares 4,270 Est. Cost $41.09 Unrealized
AMGN AMGEN INC 0.4%
Value $2.005M Shares 6,960 Est. Cost $231.86 Unrealized +10.0%
PAYX PAYCHEX INC 0.4%
Value $2M Shares 16,791 Est. Cost $112.14 Unrealized -0.9%
PNC PNC FINL SVCS GROUP INC 0.4%
Value $1.968M Shares 12,712 Est. Cost $115.08 Unrealized +4.2%
LKQ LKQ CORP 0.4%
Value $1.931M Shares 40,400 Est. Cost $49.84 Unrealized -12.3%
UHS UNIVERSAL HLTH SVCS INC 0.4%
Value $1.928M Shares 12,645 Est. Cost $135.05 Unrealized -1.3%
DY DYCOM INDS INC 0.4%
Value $1.913M Shares 16,625 Est. Cost $99.77 Unrealized -4.9%
FEDEX CORP 0.4%
Value $1.885M Shares 7,453 Est. Cost $219.04 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value $1.809M Shares 6,965 Est. Cost $211.15 Unrealized +10.9%
DIAGEO PLC 0.3%
Value $1.79M Shares 12,288 Est. Cost $0.17 Unrealized
DOW DOW INC 0.3%
Value $1.783M Shares 32,519 Est. Cost $46.31 Unrealized -3.6%
DLTR DOLLAR TREE INC 0.3%
Value $1.768M Shares 12,448 Est. Cost $132.68 Unrealized -10.8%
BLACKROCK INC 0.3%
Value $1.751M Shares 2,157 Est. Cost $345.49 Unrealized
RTX CORPORATION 0.3%
Value $1.749M Shares 20,781 Est. Cost $89.73 Unrealized
QUANTA SVCS INC 0.3%
Value $1.744M Shares 8,080 Est. Cost $112.52 Unrealized
MUB ISHARES TR 0.3%
Value $1.735M Shares 16,000 Est. Cost $108.44 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value $1.718M Shares 22,740 Est. Cost $66.41 Unrealized +0.5%
ACADEMY SPORTS & OUTDOORS IN 0.3%
Value $1.689M Shares 25,590 Est. Cost $18.30 Unrealized
JOHNSON CTLS INTL PLC 0.3%
Value $1.678M Shares 29,113 Est. Cost $63.01 Unrealized
TEXAS PACIFIC LAND CORPORATI 0.3%
Value $1.627M Shares 1,035 Est. Cost $1399.73 Unrealized
BOOKING HOLDINGS INC 0.3%
Value $1.625M Shares 458 Est. Cost $137.21 Unrealized
HP HELMERICH & PAYNE INC 0.3%
Value $1.603M Shares 44,251 Est. Cost $41.76 Unrealized -7.4%
FHI FEDERATED HERMES INC 0.3%
Value $1.577M Shares 46,585 Est. Cost $30.76 Unrealized -4.6%
GMED GLOBUS MED INC 0.3%
Value $1.539M Shares 28,886 Est. Cost $55.10 Unrealized -11.5%
CW CURTISS WRIGHT CORP 0.3%
Value $1.53M Shares 6,869 Est. Cost $197.54 Unrealized +5.3%
TTC TORO CO 0.3%
Value $1.526M Shares 15,900 Est. Cost $96.33 Unrealized -11.1%
CR CRANE COMPANY 0.3%
Value $1.523M Shares 12,895 Est. Cost $87.82 Unrealized +13.4%
PAYPAL HLDGS INC 0.3%
Value $1.516M Shares 24,685 Est. Cost $27.13 Unrealized
LCI INDS 0.3%
Value $1.481M Shares 11,780 Est. Cost $31.64 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value $1.481M Shares 14,281 Est. Cost $84.29 Unrealized +2.8%
EQT CORP 0.3%
Value $1.467M Shares 37,945 Est. Cost $37.86 Unrealized
CONSTELLATION BRANDS INC 0.3%
Value $1.463M Shares 6,050 Est. Cost $241.82 Unrealized
HP INC 0.3%
Value $1.456M Shares 48,384 Est. Cost $31.09 Unrealized
FIVE BELOW INC 0.3%
Value $1.451M Shares 6,807 Est. Cost $146.18 Unrealized
TARGET CORP 0.3%
Value $1.433M Shares 10,060 Est. Cost $221.95 Unrealized
BROOKFIELD CORP 0.3%
Value $1.433M Shares 35,715 Est. Cost $33.81 Unrealized
INSTALLED BLDG PRODS INC 0.3%
Value $1.427M Shares 7,805 Est. Cost $103.24 Unrealized
PETROLEO BRASILEIRO SA PETRO 0.3%
Value $1.373M Shares 86,000 Est. Cost $0.01 Unrealized
CBRE GROUP INC 0.3%
Value $1.362M Shares 14,635 Est. Cost $7.39 Unrealized
CORTEVA INC 0.2%
Value $1.332M Shares 27,792 Est. Cost $33.70 Unrealized
EXELON CORP 0.2%
Value $1.323M Shares 36,840 Est. Cost $38.90 Unrealized
PPG PPG INDS INC 0.2%
Value $1.31M Shares 8,762 Est. Cost $133.03 Unrealized -3.1%
MCD MCDONALDS CORP 0.2%
Value $1.293M Shares 4,362 Est. Cost $269.18 Unrealized -3.9%
CONOCOPHILLIPS 0.2%
Value $1.284M Shares 11,062 Est. Cost $63.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.246M Shares 2,750 Est. Cost $415.09 Unrealized +0.6%
SJM SMUCKER J M CO 0.2%
Value $1.237M Shares 9,789 Est. Cost $129.82 Unrealized -17.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value $1.233M Shares 5,216 Est. Cost $204.57 Unrealized -2.2%
JEFFERIES FINL GROUP INC 0.2%
Value $1.224M Shares 30,290 Est. Cost $38.09 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value $1.207M Shares 4,410 Est. Cost $274.86 Unrealized -5.7%
ALPHABET INC 0.2%
Value $1.195M Shares 8,480 Est. Cost $138.59 Unrealized
APA CORPORATION 0.2%
Value $1.189M Shares 33,151 Est. Cost $31.27 Unrealized
MMS MAXIMUS INC 0.2%
Value $1.174M Shares 14,000 Est. Cost $81.40 Unrealized -2.0%
TXT TEXTRON INC 0.2%
Value $1.164M Shares 14,475 Est. Cost $74.48 Unrealized +3.9%
HSIC HENRY SCHEIN INC 0.2%
Value $1.158M Shares 15,297 Est. Cost $73.68 Unrealized -5.0%
PROGYNY INC 0.2%
Value $1.131M Shares 30,410 Est. Cost $7.36 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value $1.114M Shares 17,233 Est. Cost $62.34 Unrealized -3.8%
HUN HUNTSMAN CORP 0.2%
Value $1.094M Shares 43,527 Est. Cost $27.11 Unrealized -10.3%
EFA ISHARES TR 0.2%
Value $1.087M Shares 14,427 Est. Cost $68.90 Unrealized
MS MORGAN STANLEY 0.2%
Value $1.082M Shares 11,602 Est. Cost $79.07 Unrealized -5.4%
NFG NATIONAL FUEL GAS CO 0.2%
Value $1.076M Shares 21,457 Est. Cost $52.65 Unrealized -2.0%
ALTRIA GROUP INC 0.2%
Value $1.061M Shares 26,299 Est. Cost $53.48 Unrealized
UNILEVER PLC 0.2%
Value $1.06M Shares 21,874 Est. Cost $49.41 Unrealized
FDS FACTSET RESH SYS INC 0.2%
Value $1.054M Shares 2,210 Est. Cost $415.60 Unrealized +5.9%
MDLZ MONDELEZ INTL INC 0.2%
Value $1.052M Shares 14,529 Est. Cost $67.08 Unrealized -4.1%
SBUX STARBUCKS CORP 0.2%
Value $1.047M Shares 10,905 Est. Cost $92.46 Unrealized -0.3%
EVERCORE INC 0.2%
Value $1.033M Shares 6,040 Est. Cost $125.02 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value $1.027M Shares 15,154 Est. Cost $56.66 Unrealized +7.3%
JAZZ PHARMACEUTICALS PLC 0.2%
Value $1.01M Shares 8,209 Est. Cost $3.00 Unrealized
EQUITRANS MIDSTREAM CORP 0.2%
Value $1.009M Shares 99,160 Est. Cost $9.37 Unrealized
DOMINION ENERGY INC 0.2%
Value $1.006M Shares 21,402 Est. Cost $73.72 Unrealized
FISV FISERV INC 0.2%
Value $999K Shares 7,524 Est. Cost $123.07 Unrealized -0.3%
GLW CORNING INC 0.2%
Value $989K Shares 32,485 Est. Cost $30.70 Unrealized -11.7%
IWR ISHARES TR 0.2%
Value $976K Shares 12,556 Est. Cost $72.30 Unrealized
EOG RES INC 0.2%
Value $972K Shares 8,040 Est. Cost $61.83 Unrealized
ZIFF DAVIS INC 0.2%
Value $969K Shares 14,425 Est. Cost $8.99 Unrealized
ACUITY BRANDS INC 0.2%
Value $961K Shares 4,690 Est. Cost $44.10 Unrealized
AGCO AGCO CORP 0.2%
Value $959K Shares 7,895 Est. Cost $120.71 Unrealized -7.7%
CXT CRANE NXT CO 0.2%
Value $954K Shares 16,780 Est. Cost $56.32 Unrealized -8.0%
COSTCO WHSL CORP NEW 0.2%
Value $952K Shares 1,442 Est. Cost $236.40 Unrealized
NEM NEWMONT CORP 0.2%
Value $937K Shares 22,627 Est. Cost $38.34 Unrealized -4.0%
MERITAGE HOMES CORP 0.2%
Value $925K Shares 5,310 Est. Cost $139.40 Unrealized
AT&T INC 0.2%
Value $925K Shares 55,143 Est. Cost $35.45 Unrealized
AVAV AEROVIRONMENT INC 0.2%
Value $924K Shares 7,332 Est. Cost $100.69 Unrealized +21.5%
SHEL SHELL PLC 0.2%
Value $918K Shares 13,951 Est. Cost $64.39 Unrealized
CENTENE CORP DEL 0.2%
Value $916K Shares 12,350 Est. Cost $9.30 Unrealized
WDFC WD 40 CO 0.2%
Value $908K Shares 3,800 Est. Cost $205.31 Unrealized +4.8%
NEXTERA ENERGY INC 0.2%
Value $902K Shares 14,854 Est. Cost $89.85 Unrealized
GARMIN LTD 0.2%
Value $893K Shares 6,947 Est. Cost $48.48 Unrealized
VALE S A 0.2%
Value $890K Shares 56,088 Est. Cost $0.01 Unrealized
SPDR S&P 500 ETF TR 0.2%
Value $890K Shares 1,872 Est. Cost $0.44 Unrealized
RPM RPM INTL INC 0.2%
Value $885K Shares 7,925 Est. Cost $97.49 Unrealized +3.6%
BWA BORGWARNER INC 0.2%
Value $849K Shares 23,690 Est. Cost $40.98 Unrealized -15.5%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $842K Shares 10,368 Est. Cost $74.20 Unrealized -3.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $831K Shares 2,331 Est. Cost $354.77 Unrealized -1.1%
HON HONEYWELL INTL INC 0.2%
Value $828K Shares 3,949 Est. Cost $173.86 Unrealized -0.9%
MASTERCARD INCORPORATED 0.2%
Value $826K Shares 1,937 Est. Cost $308.52 Unrealized
AMZN AMAZON COM INC 0.2%
Value $822K Shares 5,413 Est. Cost $134.00 Unrealized +4.6%
DEVON ENERGY CORP NEW 0.2%
Value $820K Shares 18,105 Est. Cost $37.07 Unrealized
XYLEM INC 0.2%
Value $812K Shares 7,100 Est. Cost $123.16 Unrealized
S&P GLOBAL INC 0.1%
Value $801K Shares 1,818 Est. Cost $112.95 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.1%
Value $794K Shares 16,303 Est. Cost $42.30 Unrealized -6.5%
TXN TEXAS INSTRS INC 0.1%
Value $792K Shares 4,645 Est. Cost $158.88 Unrealized -8.4%
VTI VANGUARD INDEX FDS 0.1%
Value $749K Shares 3,157 Est. Cost $212.52 Unrealized
SPHERE ENTERTAINMENT CO 0.1%
Value $744K Shares 21,920 Est. Cost $62.05 Unrealized
DUKE ENERGY CORP NEW 0.1%
Value $739K Shares 7,614 Est. Cost $88.78 Unrealized
THO THOR INDS INC 0.1%
Value $707K Shares 5,976 Est. Cost $99.20 Unrealized -3.9%
BDX BECTON DICKINSON & CO 0.1%
Value $704K Shares 2,889 Est. Cost $256.46 Unrealized -7.8%
FORTINET INC 0.1%
Value $702K Shares 12,000 Est. Cost $11.76 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value $700K Shares 7,400 Est. Cost $93.12 Unrealized -4.1%
ORACLE CORP 0.1%
Value $693K Shares 6,573 Est. Cost $30.16 Unrealized
MSGE MADISON SQUARE GARDEN ENTMT 0.1%
Value $690K Shares 21,720 Est. Cost $33.03 Unrealized -5.9%
LFUS LITTELFUSE INC 0.1%
Value $682K Shares 2,550 Est. Cost $270.74 Unrealized -11.6%
ORGANON & CO 0.1%
Value $667K Shares 46,222 Est. Cost $30.38 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $661K Shares 5,200 Est. Cost $115.37 Unrealized -0.6%
GE HEALTHCARE TECHNOLOGIES I 0.1%
Value $648K Shares 8,384 Est. Cost $82.03 Unrealized
PURE STORAGE INC 0.1%
Value $643K Shares 18,020 Est. Cost $33.43 Unrealized
RMD RESMED INC 0.1%
Value $636K Shares 3,700 Est. Cost $176.73 Unrealized -14.7%
CHEWY INC 0.1%
Value $631K Shares 26,720 Est. Cost $23.62 Unrealized
NOVARTIS AG 0.1%
Value $629K Shares 6,225 Est. Cost $0.10 Unrealized
CSL CARLISLE COS INC 0.1%
Value $625K Shares 2,000 Est. Cost $260.64 Unrealized +3.1%
TC ENERGY CORP 0.1%
Value $618K Shares 15,814 Est. Cost $49.15 Unrealized
PINTEREST INC 0.1%
Value $617K Shares 16,660 Est. Cost $37.03 Unrealized
DEUTSCHE BANK A G 0.1%
Value $607K Shares 44,800 Est. Cost $11.70 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value $606K Shares 3,000 Est. Cost $173.25 Unrealized +3.6%
BAX BAXTER INTL INC 0.1%
Value $605K Shares 15,653 Est. Cost $40.15 Unrealized -16.3%
AON PLC 0.1%
Value $603K Shares 2,072 Est. Cost $274.72 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $599K Shares 3,513 Est. Cost $155.30 Unrealized
SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $598K Shares 7,000 Est. Cost $85.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $585K Shares 14,225 Est. Cost $39.23 Unrealized
META PLATFORMS INC 0.1%
Value $575K Shares 1,625 Est. Cost $15.87 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $566K Shares 1,815 Est. Cost $262.23 Unrealized +0.7%
LEG LEGGETT & PLATT INC 0.1%
Value $557K Shares 21,277 Est. Cost $27.77 Unrealized -11.7%
GNRC GENERAC HLDGS INC 0.1%
Value $556K Shares 4,300 Est. Cost $123.69 Unrealized -11.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $547K Shares 11,415 Est. Cost $43.71 Unrealized
ROST ROSS STORES INC 0.1%
Value $542K Shares 3,920 Est. Cost $111.83 Unrealized +8.9%
IJH ISHARES TR 0.1%
Value $540K Shares 1,949 Est. Cost $256.40 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $532K Shares 10,816 Est. Cost $40.69 Unrealized +0.8%
TPR TAPESTRY INC 0.1%
Value $529K Shares 14,380 Est. Cost $34.31 Unrealized -14.9%
SYNAPTICS INC 0.1%
Value $522K Shares 4,575 Est. Cost $114.10 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.1%
Value $520K Shares 24,674 Est. Cost $23.29 Unrealized
RANGE RES CORP 0.1%
Value $519K Shares 17,040 Est. Cost $30.46 Unrealized
SHAK SHAKE SHACK INC 0.1%
Value $509K Shares 6,873 Est. Cost $71.08 Unrealized -13.7%
DAVITA INC 0.1%
Value $503K Shares 4,800 Est. Cost $6.01 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.1%
Value $498K Shares 15,125 Est. Cost $35.08 Unrealized -18.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value $498K Shares 6,472 Est. Cost $75.23 Unrealized
NETAPP INC 0.1%
Value $497K Shares 5,640 Est. Cost $0.08 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $496K Shares 4,081 Est. Cost $117.75 Unrealized -5.6%
DHR DANAHER CORPORATION 0.1%
Value $492K Shares 2,126 Est. Cost $220.19 Unrealized -4.5%
KMX CARMAX INC 0.1%
Value $489K Shares 6,370 Est. Cost $81.89 Unrealized -17.9%
FHN FIRST HORIZON CORPORATION 0.1%
Value $488K Shares 34,450 Est. Cost $11.32 Unrealized -1.3%
WESTROCK CO 0.1%
Value $488K Shares 11,756 Est. Cost $49.10 Unrealized
SONOS INC 0.1%
Value $487K Shares 28,400 Est. Cost $22.33 Unrealized
ISHARES TR 0.1%
Value $485K Shares 6,211 Est. Cost $24.34 Unrealized
MEDTRONIC PLC 0.1%
Value $482K Shares 5,850 Est. Cost $76.46 Unrealized
BEACON ROOFING SUPPLY INC 0.1%
Value $480K Shares 5,515 Est. Cost $77.15 Unrealized
IVV ISHARES TR 0.1%
Value $479K Shares 1,002 Est. Cost $455.41 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $476K Shares 5,500 Est. Cost $75.86 Unrealized -3.5%
GRAND CANYON ED INC 0.1%
Value $475K Shares 3,600 Est. Cost $0.10 Unrealized
CLX CLOROX CO DEL 0.1%
Value $472K Shares 3,312 Est. Cost $139.91 Unrealized -11.3%
BROADRIDGE FINL SOLUTIONS IN 0.1%
Value $472K Shares 2,292 Est. Cost $142.61 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.1%
Value $472K Shares 3,120 Est. Cost $139.81 Unrealized -3.9%
BIV VANGUARD BD INDEX FDS 0.1%
Value $452K Shares 5,912 Est. Cost $72.23 Unrealized
YUM YUM BRANDS INC 0.1%
Value $448K Shares 3,429 Est. Cost $125.57 Unrealized -4.7%
YETI HLDGS INC 0.1%
Value $446K Shares 8,604 Est. Cost $65.42 Unrealized
ASGN INC 0.1%
Value $433K Shares 4,500 Est. Cost $0.08 Unrealized
TJX TJX COS INC NEW 0.1%
Value $431K Shares 4,590 Est. Cost $85.34 Unrealized +2.3%
SCHV SCHWAB STRATEGIC TR 0.1%
Value $426K Shares 6,070 Est. Cost $64.42 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value $422K Shares 5,210 Est. Cost $68.77 Unrealized +0.0%
OVINTIV INC 0.1%
Value $417K Shares 9,500 Est. Cost $32.84 Unrealized
ISHARES TR 0.1%
Value $412K Shares 5,860 Est. Cost $12.05 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value $408K Shares 4,112 Est. Cost $42.14 Unrealized +3.0%
EDWARDS LIFESCIENCES CORP 0.1%
Value $395K Shares 5,184 Est. Cost $0.09 Unrealized
BA BOEING CO 0.1%
Value $394K Shares 1,510 Est. Cost $213.87 Unrealized 0.0%
WSFS WSFS FINL CORP 0.1%
Value $393K Shares 8,550 Est. Cost $39.89 Unrealized -1.6%
JACOBS SOLUTIONS INC 0.1%
Value $391K Shares 3,014 Est. Cost $36.92 Unrealized
SYY SYSCO CORP 0.1%
Value $373K Shares 5,100 Est. Cost $67.04 Unrealized -3.2%
PII POLARIS INC 0.1%
Value $369K Shares 3,890 Est. Cost $118.80 Unrealized -22.9%
ITT INC 0.1%
Value $363K Shares 3,043 Est. Cost $82.48 Unrealized
VANECK ETF TRUST 0.1%
Value $363K Shares 11,700 Est. Cost $0.03 Unrealized
SNA SNAP ON INC 0.1%
Value $361K Shares 1,250 Est. Cost $253.68 Unrealized +0.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.1%
Value $359K Shares 8,927 Est. Cost $31.11 Unrealized +1.1%
VEEV VEEVA SYS INC 0.1%
Value $355K Shares 1,846 Est. Cost $201.49 Unrealized -6.5%
EATON CORP PLC 0.1%
Value $354K Shares 1,471 Est. Cost $240.65 Unrealized
SF STIFEL FINL CORP 0.1%
Value $346K Shares 4,997 Est. Cost $60.35 Unrealized -1.8%
NUTRIEN LTD 0.1%
Value $345K Shares 6,120 Est. Cost $55.25 Unrealized
AMERICAN EAGLE OUTFITTERS IN 0.1%
Value $339K Shares 16,020 Est. Cost $10.24 Unrealized
LINDE PLC 0.1%
Value $339K Shares 826 Est. Cost $96.19 Unrealized
INVESCO EXCHANGE TRADED FD T 0.1%
Value $338K Shares 2,142 Est. Cost $157.80 Unrealized
PRIMERICA INC 0.1%
Value $329K Shares 1,600 Est. Cost $0.20 Unrealized
JBL JABIL INC 0.1%
Value $326K Shares 2,555 Est. Cost $108.78 Unrealized +16.5%
OC OWENS CORNING NEW 0.1%
Value $326K Shares 2,200 Est. Cost $137.41 Unrealized -3.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value $326K Shares 1,105 Est. Cost $133.70 Unrealized 0.0%
SPDR INDEX SHS FDS 0.1%
Value $324K Shares 12,000 Est. Cost $0.03 Unrealized
IWP ISHARES TR 0.1%
Value $323K Shares 3,090 Est. Cost $104.53 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value $321K Shares 1,475 Est. Cost $192.91 Unrealized 0.0%
HEALTHEQUITY INC 0.1%
Value $321K Shares 4,845 Est. Cost $60.21 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value $321K Shares 12,300 Est. Cost $22.22 Unrealized
BBY BEST BUY INC 0.1%
Value $319K Shares 4,075 Est. Cost $68.67 Unrealized -7.6%
SO SOUTHERN CO 0.1%
Value $316K Shares 4,500 Est. Cost $63.77 Unrealized -0.0%
GIS GENERAL MLS INC 0.1%
Value $314K Shares 4,827 Est. Cost $64.10 Unrealized -7.1%
DINO HF SINCLAIR CORP 0.1%
Value $306K Shares 5,510 Est. Cost $49.10 Unrealized +1.1%
WHOLE EARTH BRANDS INC 0.1%
Value $294K Shares 86,150 Est. Cost $8.38 Unrealized
ZIMMER BIOMET HOLDINGS INC 0.1%
Value $293K Shares 2,407 Est. Cost $145.50 Unrealized
PHINIA INC 0.1%
Value $290K Shares 9,588 Est. Cost $26.76 Unrealized
SKYWORKS SOLUTIONS INC 0.1%
Value $284K Shares 2,525 Est. Cost $3.26 Unrealized
BRO BROWN & BROWN INC 0.1%
Value $284K Shares 4,000 Est. Cost $70.26 Unrealized +0.4%
WHR WHIRLPOOL CORP 0.1%
Value $283K Shares 2,323 Est. Cost $141.23 Unrealized -17.5%
HUM HUMANA INC 0.1%
Value $277K Shares 604 Est. Cost $458.89 Unrealized +4.5%
USIG ISHARES TR 0.1%
Value $275K Shares 5,368 Est. Cost $48.06 Unrealized
CARRIER GLOBAL CORPORATION 0.0%
Value $266K Shares 4,622 Est. Cost $44.35 Unrealized
IJR ISHARES TR 0.0%
Value $264K Shares 2,443 Est. Cost $108.06 Unrealized
TRUIST FINL CORP 0.0%
Value $263K Shares 7,131 Est. Cost $41.09 Unrealized
DE DEERE & CO 0.0%
Value $261K Shares 652 Est. Cost $397.95 Unrealized -8.2%
ADI ANALOG DEVICES INC 0.0%
Value $260K Shares 1,310 Est. Cost $176.96 Unrealized -2.7%
VANECK ETF TRUST 0.0%
Value $258K Shares 6,800 Est. Cost $0.04 Unrealized
PRICE T ROWE GROUP INC 0.0%
Value $257K Shares 2,390 Est. Cost $106.25 Unrealized
SEALED AIR CORP NEW 0.0%
Value $256K Shares 7,000 Est. Cost $67.24 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value $255K Shares 4,456 Est. Cost $51.48 Unrealized +5.5%
ISHARES SILVER TR 0.0%
Value $250K Shares 11,500 Est. Cost $0.02 Unrealized
DIAMONDBACK ENERGY INC 0.0%
Value $250K Shares 1,615 Est. Cost $154.80 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $249K Shares 5,250 Est. Cost $47.33 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $241K Shares 771 Est. Cost $277.38 Unrealized +6.6%
TRANE TECHNOLOGIES PLC 0.0%
Value $240K Shares 985 Est. Cost $203.05 Unrealized
WU WESTERN UN CO 0.0%
Value $239K Shares 20,063 Est. Cost $13.16 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $235K Shares 1,625 Est. Cost $191.29 Unrealized -30.9%
VANGUARD SCOTTSDALE FDS 0.0%
Value $234K Shares 1,100 Est. Cost $183.64 Unrealized
HSY HERSHEY CO 0.0%
Value $232K Shares 1,247 Est. Cost $177.67 Unrealized 0.0%
AME AMETEK INC 0.0%
Value $231K Shares 1,400 Est. Cost $153.73 Unrealized -2.2%
BAC BANK AMERICA CORP 0.0%
Value $231K Shares 6,855 Est. Cost $27.61 Unrealized 0.0%
BROADCOM INC 0.0%
Value $225K Shares 202 Est. Cost $1113.86 Unrealized
FORWARD AIR CORP 0.0%
Value $225K Shares 3,585 Est. Cost $62.76 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $223K Shares 3,852 Est. Cost $52.45 Unrealized +1.8%
IDA IDACORP INC 0.0%
Value $221K Shares 2,249 Est. Cost $98.74 Unrealized -1.9%
RH 0.0%
Value $217K Shares 745 Est. Cost $291.28 Unrealized
OTIS WORLDWIDE CORP 0.0%
Value $217K Shares 2,423 Est. Cost $89.56 Unrealized
BOH BANK HAWAII CORP 0.0%
Value $217K Shares 2,999 Est. Cost $51.86 Unrealized 0.0%
CARDINAL HEALTH INC 0.0%
Value $213K Shares 2,110 Est. Cost $100.95 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $211K Shares 4,045 Est. Cost $43.67 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value $207K Shares 1,552 Est. Cost $111.04 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $205K Shares 1,391 Est. Cost $117.86 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value $203K Shares 1,444 Est. Cost $140.58 Unrealized
PPL CORP 0.0%
Value $201K Shares 7,400 Est. Cost $27.16 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $200K Shares 860 Est. Cost $232.56 Unrealized
MATV MATIV HOLDINGS INC 0.0%
Value $198K Shares 12,950 Est. Cost $14.68 Unrealized -15.0%
ZYNEX INC 0.0%
Value $148K Shares 13,585 Est. Cost $10.80 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $38,000 Shares 16,000 Est. Cost $2.22 Unrealized
MILESTONE SCIENTIFIC INC 0.0%
Value $21,000 Shares 31,000 Est. Cost $0.74 Unrealized
ORION ENERGY SYS INC 0.0%
Value $9,000 Shares 10,000 Est. Cost $1.27 Unrealized