CFM WEALTH PARTNERS LLC Diversified Active

CIK: 0001801097 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 25, 2021

Total Value ($000): $397,638 (100.0% shares, 0.0% debt)

Holdings (183)

AAPL APPLE INCORPORATED 11.5%
Value ($000) $45,699 Shares 322,961 Est. Cost $94.33 Unrealized +52.6%
AMZN AMAZON COM INCORPORATED 4.2%
Value ($000) $16,704 Shares 5,085 Est. Cost $93.01 Unrealized +85.5%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 3.8%
Value ($000) $14,950 Shares 5,592 Est. Cost $67.01 Unrealized +101.5%
MSFT MICROSOFT CORPORATION 3.4%
Value ($000) $13,591 Shares 48,209 Est. Cost $152.49 Unrealized +84.1%
PYPL PAYPAL HLDGS INCORPORATED 3.0%
Value ($000) $12,017 Shares 46,184 Est. Cost $118.94 Unrealized +138.0%
CRM SALESFORCE COM INCORPORATED 2.9%
Value ($000) $11,620 Shares 42,844 Est. Cost $166.65 Unrealized +50.6%
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $11,616 Shares 56,074 Est. Cost $17.72 Unrealized +17.0%
WMB WILLIAMS COMPANIES INCORPORATED 2.7%
Value ($000) $10,636 Shares 410,044 Est. Cost $16.31 Unrealized +25.1%
FFIN FIRST FINL BANKSHARES INCORPORATED 2.6%
Value ($000) $10,169 Shares 221,314 Est. Cost $40.81 Unrealized +6.2%
XOM EXXON MOBIL CORPORATION 2.5%
Value ($000) $9,799 Shares 166,598 Est. Cost $52.07 Unrealized -6.9%
META FACEBOOK INCORPORATED CLASS A 2.4%
Value ($000) $9,595 Shares 28,272 Est. Cost $194.15 Unrealized +84.2%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 2.1%
Value ($000) $8,270 Shares 87,253 Est. Cost $60.35 Unrealized +34.3%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.8%
Value ($000) $7,039 Shares 2,641 Est. Cost $64.66 Unrealized +111.6%
V VISA INCORPORATED COM CLASS A 1.7%
Value ($000) $6,882 Shares 30,899 Est. Cost $173.09 Unrealized +31.1%
HD HOME DEPOT INCORPORATED 1.4%
Value ($000) $5,764 Shares 17,559 Est. Cost $211.60 Unrealized +39.2%
IWR ISHARES TR RUS MID CAP ETF 1.4%
Value ($000) $5,536 Shares 70,778 Est. Cost $65.04 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 1.3%
Value ($000) $5,252 Shares 51,049 Est. Cost $36.99 Unrealized +176.3%
SBUX STARBUCKS CORPORATION 1.3%
Value ($000) $5,209 Shares 47,229 Est. Cost $75.32 Unrealized +40.3%
QQQ INVESCO QQQ 1.2%
Value ($000) $4,877 Shares 13,626 Est. Cost $238.61 Unrealized
XYZ SQUARE INCORPORATED CLASS A 1.2%
Value ($000) $4,583 Shares 19,109 Est. Cost $125.12 Unrealized +105.3%
PANW PALO ALTO NETWORKS INCORPORATED 1.1%
Value ($000) $4,523 Shares 9,443 Est. Cost $37.82 Unrealized +85.8%
SHW SHERWIN WILLIAMS COMPANY 1.1%
Value ($000) $4,383 Shares 15,672 Est. Cost $240.66 Unrealized +16.9%
SPT SPROUT SOCIAL INCORPORATED COM CLASS A 1.1%
Value ($000) $4,381 Shares 35,928 Est. Cost $52.41 Unrealized +107.2%
USMV ISHARES TR MSCI USA MIN VOL 1.0%
Value ($000) $4,013 Shares 54,603 Est. Cost $66.71 Unrealized
NET CLOUDFLARE INCORPORATED CLASS A COM 1.0%
Value ($000) $3,924 Shares 34,838 Est. Cost $69.72 Unrealized +71.4%
ORLY OREILLY AUTOMOTIVE INCORPORATED 1.0%
Value ($000) $3,864 Shares 6,324 Est. Cost $29.64 Unrealized +35.0%
MO ALTRIA GROUP INCORPORATED 0.9%
Value ($000) $3,771 Shares 82,854 Est. Cost $28.72 Unrealized +18.3%
TWLO TWILIO INCORPORATED CLASS A 0.9%
Value ($000) $3,755 Shares 11,771 Est. Cost $262.34 Unrealized +38.8%
NFLX NETFLIX INCORPORATED 0.9%
Value ($000) $3,754 Shares 6,151 Est. Cost $39.08 Unrealized +40.8%
MA MASTERCARD INCORPORATED CLASS A 0.9%
Value ($000) $3,604 Shares 10,367 Est. Cost $285.11 Unrealized +24.4%
IWF ISHARES TR RUS 1000 GRW ETF 0.9%
Value ($000) $3,455 Shares 12,609 Est. Cost $190.68 Unrealized
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $3,310 Shares 22,010 Est. Cost $112.78 Unrealized +19.7%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.8%
Value ($000) $3,217 Shares 148,704 Est. Cost $21.63 Unrealized
MCD MCDONALDS CORPORATION 0.8%
Value ($000) $3,190 Shares 13,230 Est. Cost $178.44 Unrealized +21.0%
DIS DISNEY WALT COMPANY 0.8%
Value ($000) $3,039 Shares 17,968 Est. Cost $134.12 Unrealized +29.8%
SHOP SHOPIFY INCORPORATED CLASS A 0.8%
Value ($000) $2,987 Shares 2,204 Est. Cost $126.36 Unrealized +18.6%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $2,979 Shares 6,942 Est. Cost $351.65 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.7%
Value ($000) $2,944 Shares 7,465 Est. Cost $305.39 Unrealized
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.7%
Value ($000) $2,875 Shares 1,582 Est. Cost $29.53 Unrealized +23.2%
IWB ISHARES TR RUS 1000 ETF 0.7%
Value ($000) $2,833 Shares 11,719 Est. Cost $183.54 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.7%
Value ($000) $2,808 Shares 17,157 Est. Cost $106.24 Unrealized +32.0%
NKE NIKE INCORPORATED CLASS B 0.7%
Value ($000) $2,785 Shares 19,177 Est. Cost $86.82 Unrealized +75.7%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.7%
Value ($000) $2,635 Shares 45,296 Est. Cost $46.18 Unrealized +20.0%
ASO ACADEMY SPORTS & OUTDOORS INCORPORATED 0.6%
Value ($000) $2,501 Shares 62,501 Est. Cost $24.65 Unrealized +56.7%
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB 0.6%
Value ($000) $2,460 Shares 96,931 Est. Cost $25.38 Unrealized
AMAT APPLIED MATLS INCORPORATED 0.6%
Value ($000) $2,212 Shares 17,186 Est. Cost $53.00 Unrealized +146.4%
TJX TJX COMPANIES INCORPORATED NEW 0.6%
Value ($000) $2,208 Shares 33,471 Est. Cost $53.62 Unrealized +22.1%
RY ROYAL BK CDA 0.5%
Value ($000) $2,160 Shares 21,746 Est. Cost $74.16 Unrealized +37.4%
QUAL ISHARES TR MSCI USA QLT FCT 0.5%
Value ($000) $2,062 Shares 15,657 Est. Cost $118.10 Unrealized
WMT WALMART INCORPORATED 0.5%
Value ($000) $1,989 Shares 14,271 Est. Cost $36.89 Unrealized +23.3%
COST COSTCO WHOLESALE CORPORATION NEW 0.5%
Value ($000) $1,948 Shares 4,337 Est. Cost $312.94 Unrealized +33.6%
SPDR S&P 600 SMALL CAP ETF 0.5%
Value ($000) $1,849 Shares 19,521 Est. Cost $79.73 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.5%
Value ($000) $1,802 Shares 7,334 Est. Cost $218.29 Unrealized +18.2%
IWD ISHARES TR RUS 1000 VAL ETF 0.4%
Value ($000) $1,745 Shares 11,155 Est. Cost $133.92 Unrealized
ABBV ABBVIE INCORPORATED 0.4%
Value ($000) $1,674 Shares 15,520 Est. Cost $68.18 Unrealized +42.6%
MTUM ISHARES TR MSCI USA MMENTM 0.4%
Value ($000) $1,629 Shares 9,281 Est. Cost $153.05 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,584 Shares 9,810 Est. Cost $121.23 Unrealized +23.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.4%
Value ($000) $1,524 Shares 159,151 Est. Cost $9.58 Unrealized
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.4%
Value ($000) $1,482 Shares 4,944 Est. Cost $267.95 Unrealized +13.9%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.4%
Value ($000) $1,477 Shares 32,423 Est. Cost $45.55 Unrealized
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 0.4%
Value ($000) $1,476 Shares 89,122 Est. Cost $16.56 Unrealized
CVX CHEVRON CORPORATION NEW 0.3%
Value ($000) $1,344 Shares 13,257 Est. Cost $89.68 Unrealized -7.1%
PFE PFIZER INCORPORATED 0.3%
Value ($000) $1,331 Shares 30,947 Est. Cost $26.63 Unrealized +33.9%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,260 Shares 18,605 Est. Cost $47.16 Unrealized +4.6%
T AT&T INCORPORATED 0.3%
Value ($000) $1,250 Shares 46,294 Est. Cost $18.86 Unrealized -14.8%
CONTANGO OIL & GAS COMPANY COM NEW 0.3%
Value ($000) $1,201 Shares 262,972 Est. Cost $3.90 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $1,194 Shares 17,061 Est. Cost $87.36 Unrealized -29.9%
TDOC TELADOC HEALTH INCORPORATED 0.3%
Value ($000) $1,181 Shares 9,315 Est. Cost $160.96 Unrealized -9.6%
KO COCA COLA COMPANY 0.3%
Value ($000) $1,175 Shares 22,411 Est. Cost $43.41 Unrealized +12.4%
BA BOEING COMPANY 0.3%
Value ($000) $1,147 Shares 5,217 Est. Cost $351.04 Unrealized -36.5%
TSLA TESLA INCORPORATED 0.3%
Value ($000) $1,129 Shares 1,457 Est. Cost $100.23 Unrealized +134.8%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $1,124 Shares 2,610 Est. Cost $327.55 Unrealized
YUM YUM BRANDS INCORPORATED 0.3%
Value ($000) $1,110 Shares 9,081 Est. Cost $92.35 Unrealized +26.5%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $1,094 Shares 20,264 Est. Cost $42.77 Unrealized -1.0%
CAT CATERPILLAR INCORPORATED 0.3%
Value ($000) $1,061 Shares 5,531 Est. Cost $125.60 Unrealized +52.9%
TXN TEXAS INSTRS INCORPORATED 0.3%
Value ($000) $1,051 Shares 5,468 Est. Cost $103.75 Unrealized +61.9%
PWR QUANTA SVCS INCORPORATED 0.3%
Value ($000) $1,032 Shares 9,073 Est. Cost $40.21 Unrealized +147.5%
EXAS EXACT SCIENCES CORPORATION 0.3%
Value ($000) $1,010 Shares 10,591 Est. Cost $88.98 Unrealized +18.7%
GM GENERAL MTRS COMPANY 0.3%
Value ($000) $997 Shares 18,921 Est. Cost $56.71 Unrealized -9.6%
UNP UNION PAC CORPORATION 0.3%
Value ($000) $995 Shares 5,079 Est. Cost $149.35 Unrealized +30.7%
ODFL OLD DOMINION FREIGHT LINE INCORPORATED 0.2%
Value ($000) $965 Shares 3,375 Est. Cost $61.36 Unrealized +121.2%
DPZ DOMINOS PIZZA INCORPORATED 0.2%
Value ($000) $938 Shares 1,968 Est. Cost $256.08 Unrealized +86.5%
QCOM QUALCOMM INCORPORATED 0.2%
Value ($000) $927 Shares 7,189 Est. Cost $72.83 Unrealized +76.9%
INTC INTEL CORPORATION 0.2%
Value ($000) $924 Shares 17,343 Est. Cost $49.36 Unrealized +0.9%
ABT ABBOTT LABS 0.2%
Value ($000) $905 Shares 7,664 Est. Cost $75.30 Unrealized +50.7%
MRK MERCK & COMPANY INCORPORATED 0.2%
Value ($000) $897 Shares 11,948 Est. Cost $66.24 Unrealized -0.2%
KKR KKR & COMPANY INCORPORATED 0.2%
Value ($000) $872 Shares 14,332 Est. Cost $54.70 Unrealized +10.6%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.2%
Value ($000) $831 Shares 6,386 Est. Cost $129.29 Unrealized +16.9%
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 0.2%
Value ($000) $780 Shares 21,770 Est. Cost $35.83 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $719 Shares 8,725 Est. Cost $82.41 Unrealized
HESM HESS MIDSTREAM LP CLASS A SHS 0.2%
Value ($000) $714 Shares 25,299 Est. Cost $17.77 Unrealized 0.0%
IGSB ISHARES TR ISHS 1-5YR INVS 0.2%
Value ($000) $700 Shares 12,825 Est. Cost $54.24 Unrealized
TGT TARGET CORPORATION 0.2%
Value ($000) $699 Shares 3,058 Est. Cost $101.11 Unrealized +117.5%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $689 Shares 3,241 Est. Cost $182.69 Unrealized +9.6%
PB PROSPERITY BANCSHARES INCORPORATED 0.2%
Value ($000) $686 Shares 9,653 Est. Cost $58.37 Unrealized +2.3%
EQUITRANS MIDSTREAM CORPORATION 0.2%
Value ($000) $685 Shares 67,624 Est. Cost $8.31 Unrealized
DRAFTKINGS INCORPORATED COM CLASS A 0.2%
Value ($000) $657 Shares 13,646 Est. Cost $60.71 Unrealized
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.2%
Value ($000) $651 Shares 35,521 Est. Cost $18.33 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $622 Shares 10,517 Est. Cost $46.07 Unrealized +19.0%
HCA HCA HEALTHCARE INCORPORATED 0.2%
Value ($000) $618 Shares 2,548 Est. Cost $132.45 Unrealized +77.7%
MPLX MPLX LP COM UNIT REP LTD 0.2%
Value ($000) $609 Shares 21,391 Est. Cost $28.47 Unrealized
LLY LILLY ELI & COMPANY 0.2%
Value ($000) $599 Shares 2,593 Est. Cost $107.55 Unrealized +120.1%
LOW LOWES COMPANIES INCORPORATED 0.1%
Value ($000) $570 Shares 2,812 Est. Cost $113.25 Unrealized +62.1%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $558 Shares 10,267 Est. Cost $38.47 Unrealized +28.0%
IYH ISHARES TR US HLTHCARE ETF 0.1%
Value ($000) $555 Shares 2,012 Est. Cost $252.49 Unrealized
YUMC YUM CHINA HLDGS INCORPORATED 0.1%
Value ($000) $553 Shares 9,517 Est. Cost $45.09 Unrealized +36.4%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $544 Shares 3,919 Est. Cost $99.90 Unrealized +12.2%
UNH UNITEDHEALTH GROUP INCORPORATED 0.1%
Value ($000) $529 Shares 1,355 Est. Cost $242.29 Unrealized +58.8%
CYRUSONE INCORPORATED REIT 0.1%
Value ($000) $517 Shares 6,684 Est. Cost $77.35 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.1%
Value ($000) $505 Shares 30,238 Est. Cost $13.86 Unrealized -4.3%
NUVEEN QUALITY MUNCP INCOME FD 0.1%
Value ($000) $499 Shares 32,000 Est. Cost $16.00 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $493 Shares 3,940 Est. Cost $90.57 Unrealized +25.3%
SM SM ENERGY COMPANY 0.1%
Value ($000) $480 Shares 18,205 Est. Cost $8.19 Unrealized +127.6%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $461 Shares 2,172 Est. Cost $147.41 Unrealized +32.0%
GLOB GLOBANT S A 0.1%
Value ($000) $452 Shares 1,612 Est. Cost $111.65 Unrealized +145.8%
NOW SERVICENOW INCORPORATED 0.1%
Value ($000) $440 Shares 708 Est. Cost $64.62 Unrealized +87.4%
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $438 Shares 3,139 Est. Cost $106.54 Unrealized +19.4%
BAC BK OF AMERICA CORPORATION 0.1%
Value ($000) $425 Shares 10,030 Est. Cost $27.95 Unrealized +29.1%
MMM 3M COMPANY 0.1%
Value ($000) $423 Shares 2,413 Est. Cost $111.76 Unrealized +22.9%
TRGP TARGA RES CORPORATION 0.1%
Value ($000) $415 Shares 8,450 Est. Cost $33.34 Unrealized +20.5%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $412 Shares 3,778 Est. Cost $97.85 Unrealized
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.1%
Value ($000) $403 Shares 951 Est. Cost $143.32 Unrealized +190.9%
DOW DOW INCORPORATED 0.1%
Value ($000) $400 Shares 6,956 Est. Cost $33.28 Unrealized +43.7%
XEL XCEL ENERGY INCORPORATED 0.1%
Value ($000) $393 Shares 6,300 Est. Cost $51.71 Unrealized +13.2%
PAYC PAYCOM SOFTWARE INCORPORATED 0.1%
Value ($000) $392 Shares 791 Est. Cost $231.95 Unrealized +88.3%
CSGP COSTAR GROUP INCORPORATED 0.1%
Value ($000) $390 Shares 4,540 Est. Cost $83.64 Unrealized +3.3%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $379 Shares 1,100 Est. Cost $324.81 Unrealized -1.2%
TYL TYLER TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $358 Shares 782 Est. Cost $278.52 Unrealized +71.5%
DISCOVER FINL SVCS 0.1%
Value ($000) $355 Shares 2,896 Est. Cost $90.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value ($000) $351 Shares 1,289 Est. Cost $217.17 Unrealized +29.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $340 Shares 1,117 Est. Cost $122.98 Unrealized +116.9%
IYF ISHARES TR U.S. FINLS ETF 0.1%
Value ($000) $340 Shares 4,122 Est. Cost $74.96 Unrealized
ALLY ALLY FINL INCORPORATED 0.1%
Value ($000) $339 Shares 6,655 Est. Cost $25.55 Unrealized +73.4%
C CITIGROUP INCORPORATED COM NEW 0.1%
Value ($000) $339 Shares 4,838 Est. Cost $58.25 Unrealized +2.5%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $337 Shares 3,820 Est. Cost $114.40 Unrealized
LAM RESEARCH CORPORATION 0.1%
Value ($000) $335 Shares 590 Est. Cost $477.56 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.1%
Value ($000) $334 Shares 3,211 Est. Cost $26.57 Unrealized +72.0%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $321 Shares 4,121 Est. Cost $70.22 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $321 Shares 1,006 Est. Cost $177.04 Unrealized +72.6%
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.1%
Value ($000) $317 Shares 1,102 Est. Cost $146.93 Unrealized +116.0%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $317 Shares 6,294 Est. Cost $45.99 Unrealized
BX BLACKSTONE INCORPORATED 0.1%
Value ($000) $315 Shares 2,715 Est. Cost $58.60 Unrealized +71.2%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $313 Shares 3,324 Est. Cost $90.32 Unrealized
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $306 Shares 7,706 Est. Cost $25.00 Unrealized +18.7%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $305 Shares 535 Est. Cost $298.40 Unrealized +81.8%
CHWY CHEWY INCORPORATED CLASS A 0.1%
Value ($000) $303 Shares 4,450 Est. Cost $97.32 Unrealized -14.9%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $303 Shares 1,520 Est. Cost $145.09 Unrealized +29.4%
RGEN REPLIGEN CORPORATION 0.1%
Value ($000) $289 Shares 1,000 Est. Cost $193.99 Unrealized +32.2%
VFC V F CORPORATION 0.1%
Value ($000) $286 Shares 4,280 Est. Cost $89.63 Unrealized -14.4%
TE CONNECTIVITY LIMITED REG SHS 0.1%
Value ($000) $284 Shares 2,075 Est. Cost $62.82 Unrealized
IDXX IDEXX LABS INCORPORATED 0.1%
Value ($000) $274 Shares 442 Est. Cost $447.44 Unrealized +50.2%
IHS MARKIT LIMITED SHS 0.1%
Value ($000) $271 Shares 2,329 Est. Cost $60.01 Unrealized
HEI HEICO CORPORATION NEW 0.1%
Value ($000) $270 Shares 2,048 Est. Cost $121.76 Unrealized +8.2%
FAST FASTENAL COMPANY 0.1%
Value ($000) $264 Shares 5,133 Est. Cost $15.30 Unrealized +59.6%
RITCHIE BROS AUCTIONEERS 0.1%
Value ($000) $264 Shares 4,291 Est. Cost $34.28 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $262 Shares 4,313 Est. Cost $59.46 Unrealized
ULTA ULTA BEAUTY INCORPORATED 0.1%
Value ($000) $259 Shares 720 Est. Cost $245.44 Unrealized +47.2%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $258 Shares 1,182 Est. Cost $196.36 Unrealized
VRSK VERISK ANALYTICS INCORPORATED 0.1%
Value ($000) $252 Shares 1,263 Est. Cost $142.41 Unrealized +32.2%
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $250 Shares 1,497 Est. Cost $121.19 Unrealized +28.1%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $247 Shares 8,145 Est. Cost $33.88 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.1%
Value ($000) $246 Shares 4,850 Est. Cost $50.93 Unrealized
FIVE FIVE BELOW INCORPORATED 0.1%
Value ($000) $244 Shares 1,384 Est. Cost $148.09 Unrealized +34.4%
BL BLACKLINE INCORPORATED 0.1%
Value ($000) $239 Shares 2,027 Est. Cost $49.92 Unrealized +130.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $232 Shares 687 Est. Cost $305.68 Unrealized
ECL ECOLAB INCORPORATED 0.1%
Value ($000) $230 Shares 1,103 Est. Cost $177.67 Unrealized +17.4%
IGIB ISHARES TR ISHS 5-10YR INVT 0.1%
Value ($000) $230 Shares 3,838 Est. Cost $58.36 Unrealized
ROL ROLLINS INCORPORATED 0.1%
Value ($000) $226 Shares 6,400 Est. Cost $26.59 Unrealized +32.9%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $226 Shares 22,259 Est. Cost $10.15 Unrealized
ANSYS INCORPORATED 0.1%
Value ($000) $225 Shares 661 Est. Cost $266.42 Unrealized
PH PARKER-HANNIFIN CORPORATION 0.1%
Value ($000) $224 Shares 803 Est. Cost $231.36 Unrealized +21.2%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $223 Shares 2,288 Est. Cost $75.68 Unrealized +15.3%
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 0.1%
Value ($000) $219 Shares 6,398 Est. Cost $29.39 Unrealized
ACWV ISHARES INCORPORATED MSCI GBL MIN VOL 0.1%
Value ($000) $216 Shares 2,108 Est. Cost $96.77 Unrealized
IYR ISHARES TR U.S. REAL ES ETF 0.1%
Value ($000) $213 Shares 2,082 Est. Cost $101.83 Unrealized
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.1%
Value ($000) $213 Shares 2,481 Est. Cost $75.71 Unrealized +2.2%
IYJ ISHARES TR US INDUSTRIALS 0.1%
Value ($000) $210 Shares 1,963 Est. Cost $105.45 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $209 Shares 1,152 Est. Cost $164.16 Unrealized -0.9%
WELL WELLTOWER INCORPORATED REIT 0.1%
Value ($000) $208 Shares 2,525 Est. Cost $76.81 Unrealized 0.0%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.1%
Value ($000) $207 Shares 9,878 Est. Cost $20.96 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.1%
Value ($000) $205 Shares 2,620 Est. Cost $71.85 Unrealized 0.0%
WHEELS UP EXPERIENCE INCORPORATED COM CLASS A 0.0%
Value ($000) $151 Shares 23,019 Est. Cost $6.56 Unrealized
DWS MUN INCOME TR 0.0%
Value ($000) $145 Shares 12,197 Est. Cost $12.22 Unrealized