CFM WEALTH PARTNERS LLC Diversified Active

CIK: 0001801097 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 21, 2021

Total Value ($000): $376,574 (100.0% shares, 0.0% debt)

Holdings (176)

AAPL APPLE INCORPORATED 11.7%
Value ($000) $44,187 Shares 322,625 Est. Cost $94.33 Unrealized +34.0%
AMZN AMAZON COM INCORPORATED 4.6%
Value ($000) $17,287 Shares 5,025 Est. Cost $92.06 Unrealized +80.5%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 3.5%
Value ($000) $13,271 Shares 5,435 Est. Cost $65.04 Unrealized +78.2%
PYPL PAYPAL HLDGS INCORPORATED 3.5%
Value ($000) $13,060 Shares 44,806 Est. Cost $113.89 Unrealized +131.4%
MSFT MICROSOFT CORPORATION 3.4%
Value ($000) $12,828 Shares 47,352 Est. Cost $150.17 Unrealized +63.0%
FFIN FIRST FINL BANKSHARES INCORPORATED 2.9%
Value ($000) $10,937 Shares 222,614 Est. Cost $40.81 Unrealized +9.8%
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $10,890 Shares 13,611 Est. Cost $8.35 Unrealized +91.6%
WMB WILLIAMS COMPANIES INCORPORATED 2.8%
Value ($000) $10,709 Shares 403,344 Est. Cost $16.25 Unrealized +25.8%
XOM EXXON MOBIL CORPORATION 2.8%
Value ($000) $10,616 Shares 168,296 Est. Cost $52.07 Unrealized -3.9%
CRM SALESFORCE COM INCORPORATED 2.7%
Value ($000) $10,267 Shares 42,033 Est. Cost $165.02 Unrealized +38.0%
META FACEBOOK INCORPORATED CLASS A 2.6%
Value ($000) $9,906 Shares 28,490 Est. Cost $194.15 Unrealized +64.1%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 2.3%
Value ($000) $8,628 Shares 87,052 Est. Cost $60.35 Unrealized +26.6%
V VISA INCORPORATED COM CLASS A 1.9%
Value ($000) $7,223 Shares 30,892 Est. Cost $173.09 Unrealized +27.7%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.8%
Value ($000) $6,619 Shares 2,641 Est. Cost $64.66 Unrealized +83.0%
IWR ISHARES TR RUS MID CAP ETF 1.4%
Value ($000) $5,309 Shares 66,994 Est. Cost $64.30 Unrealized
HD HOME DEPOT INCORPORATED 1.4%
Value ($000) $5,294 Shares 16,601 Est. Cost $206.81 Unrealized +37.2%
SBUX STARBUCKS CORPORATION 1.4%
Value ($000) $5,181 Shares 46,335 Est. Cost $74.73 Unrealized +36.0%
AMD ADVANCED MICRO DEVICES INCORPORATED 1.3%
Value ($000) $4,852 Shares 51,659 Est. Cost $36.99 Unrealized +118.5%
XYZ SQUARE INCORPORATED CLASS A 1.2%
Value ($000) $4,438 Shares 17,985 Est. Cost $116.89 Unrealized +98.4%
QQQ INVESCO QQQ 1.2%
Value ($000) $4,423 Shares 12,478 Est. Cost $227.64 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 1.1%
Value ($000) $4,069 Shares 55,282 Est. Cost $66.71 Unrealized
SHW SHERWIN WILLIAMS COMPANY 1.1%
Value ($000) $4,052 Shares 14,872 Est. Cost $238.47 Unrealized +10.3%
MO ALTRIA GROUP INCORPORATED 1.0%
Value ($000) $3,917 Shares 82,144 Est. Cost $28.72 Unrealized +18.3%
TWLO TWILIO INCORPORATED CLASS A 1.0%
Value ($000) $3,906 Shares 9,909 Est. Cost $243.21 Unrealized +42.7%
MA MASTERCARD INCORPORATED CLASS A 1.0%
Value ($000) $3,659 Shares 10,022 Est. Cost $282.71 Unrealized +28.1%
NET CLOUDFLARE INCORPORATED CLASS A COM 0.9%
Value ($000) $3,505 Shares 33,120 Est. Cost $67.14 Unrealized +23.3%
PANW PALO ALTO NETWORKS INCORPORATED 0.9%
Value ($000) $3,502 Shares 9,438 Est. Cost $37.82 Unrealized +56.7%
IWF ISHARES TR RUS 1000 GRW ETF 0.9%
Value ($000) $3,429 Shares 12,632 Est. Cost $190.68 Unrealized
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.9%
Value ($000) $3,405 Shares 6,013 Est. Cost $29.10 Unrealized +23.3%
PEP PEPSICO INCORPORATED 0.9%
Value ($000) $3,261 Shares 22,010 Est. Cost $112.78 Unrealized +11.9%
NFLX NETFLIX INCORPORATED 0.9%
Value ($000) $3,246 Shares 6,146 Est. Cost $39.08 Unrealized +30.8%
DIS DISNEY WALT COMPANY 0.9%
Value ($000) $3,240 Shares 18,436 Est. Cost $134.12 Unrealized +31.0%
SPT SPROUT SOCIAL INCORPORATED COM CLASS A 0.8%
Value ($000) $3,011 Shares 33,675 Est. Cost $48.65 Unrealized +42.5%
NKE NIKE INCORPORATED CLASS B 0.8%
Value ($000) $2,963 Shares 19,177 Est. Cost $86.82 Unrealized +44.8%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.8%
Value ($000) $2,892 Shares 7,349 Est. Cost $303.99 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.8%
Value ($000) $2,832 Shares 11,698 Est. Cost $183.54 Unrealized
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.8%
Value ($000) $2,828 Shares 45,296 Est. Cost $46.18 Unrealized +18.3%
MCD MCDONALDS CORPORATION 0.7%
Value ($000) $2,818 Shares 12,199 Est. Cost $175.28 Unrealized +19.4%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $2,679 Shares 6,259 Est. Cost $343.19 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A 0.7%
Value ($000) $2,646 Shares 1,811 Est. Cost $121.27 Unrealized +1.6%
JPM JPMORGAN CHASE & COMPANY 0.7%
Value ($000) $2,610 Shares 16,778 Est. Cost $105.47 Unrealized +32.5%
AMAT APPLIED MATLS INCORPORATED 0.6%
Value ($000) $2,447 Shares 17,186 Est. Cost $53.00 Unrealized +143.1%
ASO ACADEMY SPORTS & OUTDOORS INCORPORATED 0.6%
Value ($000) $2,369 Shares 57,387 Est. Cost $23.40 Unrealized +45.0%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.6%
Value ($000) $2,212 Shares 1,427 Est. Cost $28.79 Unrealized -0.9%
RY ROYAL BK CDA 0.6%
Value ($000) $2,203 Shares 21,746 Est. Cost $74.16 Unrealized +33.6%
TJX TJX COMPANIES INCORPORATED NEW 0.6%
Value ($000) $2,084 Shares 30,908 Est. Cost $52.64 Unrealized +21.0%
WMT WALMART INCORPORATED 0.5%
Value ($000) $2,012 Shares 14,271 Est. Cost $36.89 Unrealized +18.8%
QUAL ISHARES TR MSCI USA QLT FCT 0.5%
Value ($000) $1,910 Shares 14,376 Est. Cost $116.89 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.5%
Value ($000) $1,870 Shares 19,132 Est. Cost $79.43 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.5%
Value ($000) $1,769 Shares 11,155 Est. Cost $133.92 Unrealized
ABBV ABBVIE INCORPORATED 0.5%
Value ($000) $1,719 Shares 15,263 Est. Cost $67.70 Unrealized +40.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,676 Shares 10,172 Est. Cost $121.23 Unrealized +19.5%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.4%
Value ($000) $1,584 Shares 6,301 Est. Cost $211.77 Unrealized +1.6%
COST COSTCO WHOLESALE CORPORATION NEW 0.4%
Value ($000) $1,576 Shares 3,983 Est. Cost $303.58 Unrealized +18.3%
MTUM ISHARES TR MSCI USA MMENTM 0.4%
Value ($000) $1,470 Shares 8,474 Est. Cost $150.91 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,464 Shares 17,054 Est. Cost $87.36 Unrealized -19.2%
TDOC TELADOC HEALTH INCORPORATED 0.4%
Value ($000) $1,448 Shares 8,709 Est. Cost $162.03 Unrealized 0.0%
T AT&T INCORPORATED 0.4%
Value ($000) $1,397 Shares 48,544 Est. Cost $18.86 Unrealized -9.9%
CVX CHEVRON CORPORATION NEW 0.4%
Value ($000) $1,389 Shares 13,257 Est. Cost $89.68 Unrealized -2.9%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.4%
Value ($000) $1,320 Shares 4,150 Est. Cost $260.80 Unrealized +8.5%
CAT CATERPILLAR INCORPORATED 0.3%
Value ($000) $1,289 Shares 5,923 Est. Cost $125.60 Unrealized +68.7%
BA BOEING COMPANY 0.3%
Value ($000) $1,289 Shares 5,381 Est. Cost $351.04 Unrealized -31.1%
PFE PFIZER INCORPORATED 0.3%
Value ($000) $1,212 Shares 30,947 Est. Cost $26.63 Unrealized +16.4%
KO COCA COLA COMPANY 0.3%
Value ($000) $1,204 Shares 22,243 Est. Cost $43.41 Unrealized +8.9%
UNP UNION PAC CORPORATION 0.3%
Value ($000) $1,203 Shares 5,470 Est. Cost $149.35 Unrealized +34.2%
TXN TEXAS INSTRS INCORPORATED 0.3%
Value ($000) $1,202 Shares 6,249 Est. Cost $103.75 Unrealized +58.3%
EXAS EXACT SCIENCES CORPORATION 0.3%
Value ($000) $1,177 Shares 9,466 Est. Cost $87.01 Unrealized +37.2%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.3%
Value ($000) $1,148 Shares 6,461 Est. Cost $129.29 Unrealized +34.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,146 Shares 18,823 Est. Cost $47.16 Unrealized +0.1%
CONTANGO OIL & GAS COMPANY COM NEW 0.3%
Value ($000) $1,136 Shares 262,972 Est. Cost $3.90 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $1,133 Shares 2,636 Est. Cost $327.55 Unrealized
INTC INTEL CORPORATION 0.3%
Value ($000) $1,111 Shares 19,784 Est. Cost $49.36 Unrealized +8.5%
GM GENERAL MTRS COMPANY 0.3%
Value ($000) $1,110 Shares 18,760 Est. Cost $56.71 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $1,110 Shares 19,810 Est. Cost $42.78 Unrealized +1.5%
YUM YUM BRANDS INCORPORATED 0.3%
Value ($000) $1,045 Shares 9,081 Est. Cost $92.35 Unrealized +17.0%
QCOM QUALCOMM INCORPORATED 0.3%
Value ($000) $1,028 Shares 7,189 Est. Cost $72.83 Unrealized +67.7%
TSLA TESLA INCORPORATED 0.3%
Value ($000) $1,024 Shares 1,507 Est. Cost $100.23 Unrealized +116.6%
DPZ DOMINOS PIZZA INCORPORATED 0.2%
Value ($000) $918 Shares 1,968 Est. Cost $256.08 Unrealized +55.9%
MRK MERCK & COMPANY INCORPORATED 0.2%
Value ($000) $913 Shares 11,744 Est. Cost $66.24 Unrealized -3.2%
ABT ABBOTT LABS 0.2%
Value ($000) $888 Shares 7,664 Est. Cost $75.30 Unrealized +42.5%
ODFL OLD DOMINION FREIGHT LINE INCORPORATED 0.2%
Value ($000) $857 Shares 3,375 Est. Cost $61.36 Unrealized +104.1%
PWR QUANTA SVCS INCORPORATED 0.2%
Value ($000) $822 Shares 9,073 Est. Cost $40.21 Unrealized +131.7%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $790 Shares 3,241 Est. Cost $182.69 Unrealized +16.3%
TGT TARGET CORPORATION 0.2%
Value ($000) $728 Shares 3,013 Est. Cost $99.33 Unrealized +92.8%
DRAFTKINGS INCORPORATED COM CLASS A 0.2%
Value ($000) $709 Shares 13,596 Est. Cost $60.71 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.2%
Value ($000) $703 Shares 12,825 Est. Cost $54.24 Unrealized
PB PROSPERITY BANCSHARES INCORPORATED 0.2%
Value ($000) $693 Shares 9,653 Est. Cost $58.37 Unrealized +9.7%
KKR KKR & COMPANY INCORPORATED 0.2%
Value ($000) $687 Shares 11,601 Est. Cost $53.34 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $680 Shares 10,182 Est. Cost $45.78 Unrealized +17.7%
YUMC YUM CHINA HLDGS INCORPORATED 0.2%
Value ($000) $631 Shares 9,517 Est. Cost $45.09 Unrealized +41.5%
LLY LILLY ELI & COMPANY 0.2%
Value ($000) $600 Shares 2,616 Est. Cost $107.55 Unrealized +78.4%
KMI KINDER MORGAN INCORPORATED DEL 0.2%
Value ($000) $586 Shares 32,142 Est. Cost $13.86 Unrealized -1.0%
EQUITRANS MIDSTREAM CORPORATION 0.2%
Value ($000) $582 Shares 68,381 Est. Cost $8.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $574 Shares 3,919 Est. Cost $99.90 Unrealized +13.5%
HCA HCA HEALTHCARE INCORPORATED 0.1%
Value ($000) $558 Shares 2,700 Est. Cost $132.45 Unrealized +47.8%
IYH ISHARES TR US HLTHCARE ETF 0.1%
Value ($000) $549 Shares 2,012 Est. Cost $252.49 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $548 Shares 2,760 Est. Cost $111.76 Unrealized +25.6%
LOW LOWES COMPANIES INCORPORATED 0.1%
Value ($000) $545 Shares 2,812 Est. Cost $113.25 Unrealized +58.5%
UNH UNITEDHEALTH GROUP INCORPORATED 0.1%
Value ($000) $533 Shares 1,332 Est. Cost $239.82 Unrealized +53.9%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $526 Shares 9,916 Est. Cost $38.09 Unrealized +20.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $514 Shares 1,917 Est. Cost $122.98 Unrealized +76.6%
NUVEEN QUALITY MUNCP INCOME FD 0.1%
Value ($000) $512 Shares 32,000 Est. Cost $16.00 Unrealized
TRGP TARGA RES CORPORATION 0.1%
Value ($000) $485 Shares 10,921 Est. Cost $33.34 Unrealized +5.7%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $481 Shares 3,874 Est. Cost $90.18 Unrealized +21.4%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $476 Shares 2,172 Est. Cost $147.41 Unrealized +30.4%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $475 Shares 1,256 Est. Cost $324.81 Unrealized +4.2%
SM SM ENERGY COMPANY 0.1%
Value ($000) $448 Shares 18,205 Est. Cost $8.19 Unrealized +118.2%
DOW DOW INCORPORATED 0.1%
Value ($000) $440 Shares 6,956 Est. Cost $33.28 Unrealized +53.4%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $427 Shares 3,778 Est. Cost $97.85 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $424 Shares 3,139 Est. Cost $106.54 Unrealized +13.3%
PROOFPOINT INCORPORATED 0.1%
Value ($000) $423 Shares 2,437 Est. Cost $125.06 Unrealized
CHWY CHEWY INCORPORATED CLASS A 0.1%
Value ($000) $416 Shares 5,217 Est. Cost $97.32 Unrealized -20.6%
XEL XCEL ENERGY INCORPORATED 0.1%
Value ($000) $415 Shares 6,300 Est. Cost $51.71 Unrealized +15.9%
BAC BK OF AMERICA CORPORATION 0.1%
Value ($000) $405 Shares 9,830 Est. Cost $27.79 Unrealized +31.6%
NOW SERVICENOW INCORPORATED 0.1%
Value ($000) $389 Shares 708 Est. Cost $64.62 Unrealized +56.9%
LAM RESEARCH CORPORATION 0.1%
Value ($000) $384 Shares 590 Est. Cost $477.56 Unrealized
CSGP COSTAR GROUP INCORPORATED 0.1%
Value ($000) $376 Shares 4,540 Est. Cost $83.64 Unrealized +3.4%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value ($000) $358 Shares 1,289 Est. Cost $217.17 Unrealized +28.7%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $355 Shares 4,495 Est. Cost $70.22 Unrealized
TYL TYLER TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $354 Shares 782 Est. Cost $278.52 Unrealized +52.6%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $354 Shares 3,820 Est. Cost $114.40 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $353 Shares 1,612 Est. Cost $111.65 Unrealized +96.8%
VFC V F CORPORATION 0.1%
Value ($000) $351 Shares 4,280 Est. Cost $89.63 Unrealized -7.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $343 Shares 2,896 Est. Cost $90.47 Unrealized
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.1%
Value ($000) $343 Shares 1,102 Est. Cost $146.93 Unrealized +89.7%
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.1%
Value ($000) $342 Shares 951 Est. Cost $143.32 Unrealized +127.9%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $342 Shares 6,205 Est. Cost $45.93 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.1%
Value ($000) $334 Shares 4,122 Est. Cost $74.96 Unrealized
ALLY ALLY FINL INCORPORATED 0.1%
Value ($000) $332 Shares 6,655 Est. Cost $25.55 Unrealized +71.3%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $321 Shares 3,324 Est. Cost $90.32 Unrealized
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $319 Shares 633 Est. Cost $298.40 Unrealized +56.2%
C CITIGROUP INCORPORATED COM NEW 0.1%
Value ($000) $317 Shares 4,485 Est. Cost $58.13 Unrealized +7.9%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $308 Shares 7,706 Est. Cost $25.00 Unrealized +14.5%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $302 Shares 1,520 Est. Cost $145.09 Unrealized +21.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $297 Shares 1,006 Est. Cost $177.04 Unrealized +51.5%
PAYC PAYCOM SOFTWARE INCORPORATED 0.1%
Value ($000) $288 Shares 791 Est. Cost $231.95 Unrealized +49.8%
HEI HEICO CORPORATION NEW 0.1%
Value ($000) $286 Shares 2,048 Est. Cost $121.76 Unrealized +13.3%
TE CONNECTIVITY LIMITED REG SHS 0.1%
Value ($000) $281 Shares 2,075 Est. Cost $62.82 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.1%
Value ($000) $280 Shares 2,811 Est. Cost $23.85 Unrealized +92.8%
IDXX IDEXX LABS INCORPORATED 0.1%
Value ($000) $279 Shares 442 Est. Cost $447.44 Unrealized +23.4%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $271 Shares 1,182 Est. Cost $196.36 Unrealized
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 0.1%
Value ($000) $268 Shares 7,825 Est. Cost $29.39 Unrealized
FAST FASTENAL COMPANY 0.1%
Value ($000) $267 Shares 5,133 Est. Cost $15.30 Unrealized +52.2%
FIVE FIVE BELOW INCORPORATED 0.1%
Value ($000) $267 Shares 1,384 Est. Cost $148.09 Unrealized +29.0%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $264 Shares 8,145 Est. Cost $33.88 Unrealized
BX BLACKSTONE GROUP INCORPORATED 0.1%
Value ($000) $264 Shares 2,715 Est. Cost $58.60 Unrealized +30.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $263 Shares 4,313 Est. Cost $59.46 Unrealized
IHS MARKIT LIMITED SHS 0.1%
Value ($000) $262 Shares 2,329 Est. Cost $60.01 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $258 Shares 1,497 Est. Cost $121.19 Unrealized +21.9%
RITCHIE BROS AUCTIONEERS 0.1%
Value ($000) $254 Shares 4,291 Est. Cost $34.28 Unrealized
ULTA ULTA BEAUTY INCORPORATED 0.1%
Value ($000) $249 Shares 720 Est. Cost $245.44 Unrealized +33.6%
PH PARKER-HANNIFIN CORPORATION 0.1%
Value ($000) $247 Shares 803 Est. Cost $231.36 Unrealized +25.8%
FLOT ISHARES TR FLTG RATE NT ETF 0.1%
Value ($000) $246 Shares 4,850 Est. Cost $50.93 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $244 Shares 1,172 Est. Cost $164.16 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $237 Shares 687 Est. Cost $305.68 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.1%
Value ($000) $232 Shares 3,838 Est. Cost $58.36 Unrealized
ANSYS INCORPORATED 0.1%
Value ($000) $229 Shares 661 Est. Cost $266.42 Unrealized
ECL ECOLAB INCORPORATED 0.1%
Value ($000) $227 Shares 1,103 Est. Cost $177.67 Unrealized +16.1%
BL BLACKLINE INCORPORATED 0.1%
Value ($000) $226 Shares 2,027 Est. Cost $49.92 Unrealized +118.8%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $226 Shares 2,288 Est. Cost $75.68 Unrealized +10.8%
ACTIVISION BLIZZARD INCORPORATED 0.1%
Value ($000) $223 Shares 2,334 Est. Cost $60.43 Unrealized
AMEDISYS INCORPORATED 0.1%
Value ($000) $221 Shares 903 Est. Cost $185.90 Unrealized
VRSK VERISK ANALYTICS INCORPORATED 0.1%
Value ($000) $221 Shares 1,263 Est. Cost $142.41 Unrealized +20.9%
ROL ROLLINS INCORPORATED 0.1%
Value ($000) $219 Shares 6,400 Est. Cost $26.59 Unrealized +23.8%
IYJ ISHARES TR US INDUSTRIALS 0.1%
Value ($000) $218 Shares 1,963 Est. Cost $105.45 Unrealized
ACWV ISHARES INCORPORATED MSCI GBL MIN VOL 0.1%
Value ($000) $217 Shares 2,108 Est. Cost $96.77 Unrealized
IYR ISHARES TR U.S. REAL ES ETF 0.1%
Value ($000) $212 Shares 2,082 Est. Cost $101.83 Unrealized
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.1%
Value ($000) $203 Shares 2,481 Est. Cost $75.71 Unrealized 0.0%
LOPE GRAND CANYON ED INCORPORATED 0.1%
Value ($000) $201 Shares 2,253 Est. Cost $85.95 Unrealized +15.0%
HSY HERSHEY COMPANY 0.1%
Value ($000) $200 Shares 1,148 Est. Cost $150.65 Unrealized 0.0%
HOMB HOME BANCSHARES INCORPORATED 0.1%
Value ($000) $200 Shares 8,152 Est. Cost $24.03 Unrealized +12.3%
WEC WEC ENERGY GROUP INCORPORATED 0.1%
Value ($000) $200 Shares 2,245 Est. Cost $76.92 Unrealized +4.8%
RGEN REPLIGEN CORPORATION 0.1%
Value ($000) $200 Shares 1,000 Est. Cost $193.99 Unrealized 0.0%
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $183 Shares 13,587 Est. Cost $11.45 Unrealized
DWS MUN INCOME TR 0.0%
Value ($000) $149 Shares 12,197 Est. Cost $12.22 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY 0.0%
Value ($000) $76 Shares 10,063 Est. Cost $7.55 Unrealized