CFM WEALTH PARTNERS LLC Diversified Active

CIK: 0001801097 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 14, 2022

Total Value ($000): $417,782 (100.0% shares, 0.0% debt)

Holdings (183)

AAPL APPLE INCORPORATED 13.1%
Value ($000) $54,831 Shares 314,019 Est. Cost $94.33 Unrealized +74.7%
AMZN AMAZON COM INCORPORATED 4.0%
Value ($000) $16,691 Shares 5,120 Est. Cost $93.01 Unrealized +66.1%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 3.9%
Value ($000) $16,310 Shares 5,864 Est. Cost $70.60 Unrealized +90.9%
NVDA NVIDIA CORPORATION 3.8%
Value ($000) $16,068 Shares 58,887 Est. Cost $18.20 Unrealized +37.5%
MSFT MICROSOFT CORPORATION 3.7%
Value ($000) $15,585 Shares 50,547 Est. Cost $159.62 Unrealized +82.6%
WMB WILLIAMS COMPANIES INCORPORATED 3.3%
Value ($000) $13,767 Shares 412,073 Est. Cost $16.31 Unrealized +56.6%
XOM EXXON MOBIL CORPORATION 3.2%
Value ($000) $13,577 Shares 164,389 Est. Cost $52.07 Unrealized +30.4%
CRM SALESFORCE COM INCORPORATED 2.3%
Value ($000) $9,577 Shares 45,106 Est. Cost $172.39 Unrealized +23.3%
FFIN FIRST FINL BANKSHARES INCORPORATED 2.2%
Value ($000) $9,286 Shares 210,464 Est. Cost $40.81 Unrealized +7.8%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 2.0%
Value ($000) $8,294 Shares 88,289 Est. Cost $60.53 Unrealized +36.8%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.8%
Value ($000) $7,346 Shares 2,630 Est. Cost $64.66 Unrealized +108.7%
V VISA INCORPORATED COM CLASS A 1.6%
Value ($000) $6,881 Shares 31,027 Est. Cost $173.09 Unrealized +21.4%
META META PLATFORMS INCORPORATED CLASS A 1.4%
Value ($000) $5,940 Shares 26,712 Est. Cost $194.15 Unrealized +27.8%
PYPL PAYPAL HLDGS INCORPORATED 1.4%
Value ($000) $5,900 Shares 51,020 Est. Cost $126.58 Unrealized +4.9%
PANW PALO ALTO NETWORKS INCORPORATED 1.4%
Value ($000) $5,787 Shares 9,296 Est. Cost $37.82 Unrealized +136.7%
AMD ADVANCED MICRO DEVICES INCORPORATED 1.3%
Value ($000) $5,625 Shares 51,448 Est. Cost $38.66 Unrealized +208.8%
HD HOME DEPOT INCORPORATED 1.3%
Value ($000) $5,521 Shares 18,443 Est. Cost $220.38 Unrealized +42.5%
QQQ INVESCO QQQ 1.2%
Value ($000) $5,059 Shares 13,956 Est. Cost $242.04 Unrealized
IWR ISHARES TR RUS MID CAP ETF 1.2%
Value ($000) $5,058 Shares 64,819 Est. Cost $65.04 Unrealized
ORLY OREILLY AUTOMOTIVE INCORPORATED 1.1%
Value ($000) $4,787 Shares 6,989 Est. Cost $31.04 Unrealized +43.9%
MO ALTRIA GROUP INCORPORATED 1.0%
Value ($000) $4,335 Shares 82,971 Est. Cost $28.72 Unrealized +29.3%
NET CLOUDFLARE INCORPORATED CLASS A COM 1.0%
Value ($000) $4,281 Shares 35,761 Est. Cost $74.73 Unrealized +39.5%
USMV ISHARES TR MSCI USA MIN VOL 1.0%
Value ($000) $4,083 Shares 52,632 Est. Cost $66.71 Unrealized
SHW SHERWIN WILLIAMS COMPANY 1.0%
Value ($000) $4,056 Shares 16,247 Est. Cost $245.44 Unrealized +8.6%
IWF ISHARES TR RUS 1000 GRW ETF 0.9%
Value ($000) $3,804 Shares 13,701 Est. Cost $200.51 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.9%
Value ($000) $3,793 Shares 146,975 Est. Cost $21.63 Unrealized
PEP PEPSICO INCORPORATED 0.9%
Value ($000) $3,742 Shares 22,358 Est. Cost $113.33 Unrealized +31.0%
MA MASTERCARD INCORPORATED CLASS A 0.9%
Value ($000) $3,618 Shares 10,125 Est. Cost $285.11 Unrealized +23.3%
MCD MCDONALDS CORPORATION 0.8%
Value ($000) $3,452 Shares 13,960 Est. Cost $181.79 Unrealized +25.3%
IWD ISHARES TR RUS 1000 VAL ETF 0.8%
Value ($000) $3,419 Shares 20,597 Est. Cost $148.67 Unrealized
SBUX STARBUCKS CORPORATION 0.8%
Value ($000) $3,389 Shares 37,255 Est. Cost $75.32 Unrealized +14.1%
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $3,298 Shares 7,302 Est. Cost $360.79 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.7%
Value ($000) $3,123 Shares 22,909 Est. Cost $115.22 Unrealized +16.0%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.7%
Value ($000) $3,064 Shares 1,937 Est. Cost $30.89 Unrealized -2.5%
SPT SPROUT SOCIAL INCORPORATED COM CLASS A 0.7%
Value ($000) $2,947 Shares 36,782 Est. Cost $54.95 Unrealized +24.6%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.7%
Value ($000) $2,886 Shares 45,977 Est. Cost $46.31 Unrealized +26.6%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.7%
Value ($000) $2,842 Shares 6,846 Est. Cost $305.39 Unrealized
NKE NIKE INCORPORATED CLASS B 0.7%
Value ($000) $2,792 Shares 20,752 Est. Cost $91.86 Unrealized +43.6%
COST COSTCO WHOLESALE CORPORATION NEW 0.7%
Value ($000) $2,770 Shares 4,810 Est. Cost $330.95 Unrealized +51.3%
ASO ACADEMY SPORTS & OUTDOORS INCORPORATED 0.7%
Value ($000) $2,724 Shares 69,129 Est. Cost $26.38 Unrealized +34.7%
IWB ISHARES TR RUS 1000 ETF 0.6%
Value ($000) $2,694 Shares 10,773 Est. Cost $183.54 Unrealized
XYZ BLOCK INCORPORATED CLASS A 0.6%
Value ($000) $2,656 Shares 19,585 Est. Cost $130.97 Unrealized -7.6%
DIS DISNEY WALT COMPANY 0.6%
Value ($000) $2,630 Shares 19,174 Est. Cost $135.58 Unrealized +4.2%
CVX CHEVRON CORPORATION NEW 0.6%
Value ($000) $2,524 Shares 15,502 Est. Cost $91.68 Unrealized +33.9%
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB 0.6%
Value ($000) $2,497 Shares 96,988 Est. Cost $25.38 Unrealized
ABBV ABBVIE INCORPORATED 0.6%
Value ($000) $2,476 Shares 15,274 Est. Cost $68.18 Unrealized +85.4%
RY ROYAL BK CDA 0.6%
Value ($000) $2,398 Shares 21,746 Est. Cost $74.16 Unrealized +51.2%
PSX PHILLIPS 66 0.6%
Value ($000) $2,395 Shares 27,718 Est. Cost $81.65 Unrealized -10.8%
AMAT APPLIED MATLS INCORPORATED 0.5%
Value ($000) $2,265 Shares 17,186 Est. Cost $53.00 Unrealized +150.7%
TJX TJX COMPANIES INCORPORATED NEW 0.5%
Value ($000) $2,255 Shares 37,223 Est. Cost $55.23 Unrealized +14.5%
NFLX NETFLIX INCORPORATED 0.5%
Value ($000) $2,125 Shares 5,673 Est. Cost $39.08 Unrealized +6.5%
TSLA TESLA INCORPORATED 0.5%
Value ($000) $2,081 Shares 1,931 Est. Cost $153.10 Unrealized +103.4%
ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW 0.5%
Value ($000) $2,073 Shares 27,441 Est. Cost $59.25 Unrealized +15.3%
TWLO TWILIO INCORPORATED CLASS A 0.5%
Value ($000) $2,063 Shares 12,515 Est. Cost $266.49 Unrealized -31.6%
QUAL ISHARES TR MSCI USA QLT FCT 0.5%
Value ($000) $2,014 Shares 14,958 Est. Cost $118.42 Unrealized
WMT WALMART INCORPORATED 0.5%
Value ($000) $1,980 Shares 13,297 Est. Cost $36.89 Unrealized +20.9%
TENB TENABLE HLDGS INCORPORATED 0.5%
Value ($000) $1,916 Shares 33,149 Est. Cost $51.75 Unrealized -0.2%
SPDR S&P 600 SMALL CAP ETF 0.4%
Value ($000) $1,877 Shares 20,071 Est. Cost $80.43 Unrealized
KKR KKR & COMPANY INCORPORATED 0.4%
Value ($000) $1,863 Shares 31,863 Est. Cost $64.89 Unrealized -6.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,851 Shares 10,443 Est. Cost $122.84 Unrealized +23.6%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.4%
Value ($000) $1,847 Shares 8,135 Est. Cost $221.36 Unrealized -15.8%
SHOP SHOPIFY INCORPORATED CLASS A 0.4%
Value ($000) $1,837 Shares 2,717 Est. Cost $130.70 Unrealized -37.2%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.4%
Value ($000) $1,789 Shares 6,570 Est. Cost $280.89 Unrealized +0.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.4%
Value ($000) $1,774 Shares 158,510 Est. Cost $9.58 Unrealized
KO COCA COLA COMPANY 0.4%
Value ($000) $1,664 Shares 26,835 Est. Cost $44.55 Unrealized +21.4%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,617 Shares 16,167 Est. Cost $47.16 Unrealized +68.9%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.4%
Value ($000) $1,591 Shares 32,423 Est. Cost $45.55 Unrealized
PFE PFIZER INCORPORATED 0.4%
Value ($000) $1,586 Shares 30,645 Est. Cost $26.63 Unrealized +59.5%
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 0.4%
Value ($000) $1,569 Shares 89,122 Est. Cost $16.56 Unrealized
UNP UNION PAC CORPORATION 0.3%
Value ($000) $1,383 Shares 5,061 Est. Cost $149.35 Unrealized +54.4%
MTUM ISHARES TR MSCI USA MMENTM 0.3%
Value ($000) $1,378 Shares 8,187 Est. Cost $153.05 Unrealized
JAMF HLDG CORPORATION 0.3%
Value ($000) $1,236 Shares 35,496 Est. Cost $39.36 Unrealized
CAT CATERPILLAR INCORPORATED 0.3%
Value ($000) $1,205 Shares 5,408 Est. Cost $126.89 Unrealized +54.0%
PWR QUANTA SVCS INCORPORATED 0.3%
Value ($000) $1,194 Shares 9,073 Est. Cost $40.21 Unrealized +174.6%
QCOM QUALCOMM INCORPORATED 0.3%
Value ($000) $1,122 Shares 7,341 Est. Cost $73.98 Unrealized +107.6%
MRK MERCK & COMPANY INCORPORATED 0.3%
Value ($000) $1,117 Shares 13,608 Est. Cost $66.67 Unrealized +4.8%
YUM YUM BRANDS INCORPORATED 0.3%
Value ($000) $1,076 Shares 9,081 Est. Cost $92.35 Unrealized +23.9%
ODFL OLD DOMINION FREIGHT LINE INCORPORATED 0.2%
Value ($000) $1,008 Shares 3,375 Est. Cost $61.36 Unrealized +148.6%
TXN TEXAS INSTRS INCORPORATED 0.2%
Value ($000) $997 Shares 5,432 Est. Cost $103.75 Unrealized +51.6%
GM GENERAL MTRS COMPANY 0.2%
Value ($000) $933 Shares 21,336 Est. Cost $56.66 Unrealized -15.0%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.2%
Value ($000) $921 Shares 18,082 Est. Cost $42.75 Unrealized -2.9%
CRGY CRESCENT ENERGY COMPANY CLASS A COM 0.2%
Value ($000) $912 Shares 52,594 Est. Cost $11.55 Unrealized +7.3%
ABT ABBOTT LABS 0.2%
Value ($000) $907 Shares 7,664 Est. Cost $75.30 Unrealized +53.2%
T AT&T INCORPORATED 0.2%
Value ($000) $904 Shares 38,261 Est. Cost $18.86 Unrealized -21.0%
INTC INTEL CORPORATION 0.2%
Value ($000) $903 Shares 18,220 Est. Cost $49.23 Unrealized -6.2%
BA BOEING COMPANY 0.2%
Value ($000) $899 Shares 4,694 Est. Cost $351.04 Unrealized -42.8%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $885 Shares 12,121 Est. Cost $46.49 Unrealized +22.2%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.2%
Value ($000) $838 Shares 5,381 Est. Cost $129.29 Unrealized +12.2%
LLY LILLY ELI & COMPANY 0.2%
Value ($000) $794 Shares 2,772 Est. Cost $117.80 Unrealized +110.9%
EXAS EXACT SCIENCES CORPORATION 0.2%
Value ($000) $773 Shares 11,050 Est. Cost $88.94 Unrealized -17.8%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $773 Shares 3,197 Est. Cost $182.69 Unrealized +11.3%
DPZ DOMINOS PIZZA INCORPORATED 0.2%
Value ($000) $762 Shares 1,872 Est. Cost $256.08 Unrealized +61.3%
HESM HESS MIDSTREAM LP CLASS A SHS 0.2%
Value ($000) $759 Shares 25,299 Est. Cost $17.77 Unrealized +24.0%
PIONEER NAT RES COMPANY 0.2%
Value ($000) $718 Shares 2,873 Est. Cost $249.91 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.2%
Value ($000) $710 Shares 21,391 Est. Cost $28.47 Unrealized
PB PROSPERITY BANCSHARES INCORPORATED 0.2%
Value ($000) $670 Shares 9,653 Est. Cost $58.37 Unrealized +10.6%
TGT TARGET CORPORATION 0.2%
Value ($000) $648 Shares 3,055 Est. Cost $102.46 Unrealized +86.7%
HCA HCA HEALTHCARE INCORPORATED 0.2%
Value ($000) $635 Shares 2,534 Est. Cost $132.45 Unrealized +83.2%
UNH UNITEDHEALTH GROUP INCORPORATED 0.2%
Value ($000) $635 Shares 1,245 Est. Cost $244.90 Unrealized +84.2%
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.2%
Value ($000) $629 Shares 35,521 Est. Cost $18.33 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $627 Shares 1,381 Est. Cost $327.55 Unrealized
TRGP TARGA RES CORPORATION 0.1%
Value ($000) $614 Shares 8,130 Est. Cost $33.34 Unrealized +74.1%
IYH ISHARES TR US HLTHCARE ETF 0.1%
Value ($000) $581 Shares 2,012 Est. Cost $252.49 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $572 Shares 10,267 Est. Cost $38.47 Unrealized +30.7%
EQUITRANS MIDSTREAM CORPORATION 0.1%
Value ($000) $571 Shares 67,624 Est. Cost $8.31 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.1%
Value ($000) $569 Shares 2,812 Est. Cost $113.25 Unrealized +88.4%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $534 Shares 9,042 Est. Cost $44.56 Unrealized 0.0%
IGSB ISHARES TR ISHS 1-5YR INVS 0.1%
Value ($000) $531 Shares 14,126 Est. Cost $54.19 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $530 Shares 6,783 Est. Cost $82.41 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $529 Shares 3,465 Est. Cost $110.92 Unrealized +28.1%
KMI KINDER MORGAN INCORPORATED DEL 0.1%
Value ($000) $526 Shares 27,834 Est. Cost $13.86 Unrealized +2.4%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $504 Shares 4,713 Est. Cost $95.21 Unrealized
SVB FINANCIAL GROUP 0.1%
Value ($000) $492 Shares 879 Est. Cost $559.73 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $479 Shares 1,086 Est. Cost $324.81 Unrealized +12.4%
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value ($000) $470 Shares 1,424 Est. Cost $319.80 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $466 Shares 3,583 Est. Cost $99.90 Unrealized +12.2%
XEL XCEL ENERGY INCORPORATED 0.1%
Value ($000) $455 Shares 6,300 Est. Cost $51.71 Unrealized +16.8%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value ($000) $455 Shares 1,289 Est. Cost $217.17 Unrealized +48.9%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $453 Shares 2,328 Est. Cost $148.94 Unrealized +14.4%
FANG DIAMONDBACK ENERGY INCORPORATED 0.1%
Value ($000) $449 Shares 3,278 Est. Cost $107.62 Unrealized 0.0%
DOW DOW INCORPORATED 0.1%
Value ($000) $443 Shares 6,956 Est. Cost $33.28 Unrealized +45.0%
SM SM ENERGY COMPANY 0.1%
Value ($000) $436 Shares 11,205 Est. Cost $8.19 Unrealized +306.1%
EOG EOG RES INCORPORATED 0.1%
Value ($000) $436 Shares 3,659 Est. Cost $93.49 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME FD 0.1%
Value ($000) $428 Shares 32,000 Est. Cost $16.00 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $422 Shares 3,909 Est. Cost $98.46 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $422 Shares 1,612 Est. Cost $111.65 Unrealized +127.2%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $422 Shares 1,855 Est. Cost $154.45 Unrealized +27.5%
BAC BK OF AMERICA CORPORATION 0.1%
Value ($000) $405 Shares 9,830 Est. Cost $27.95 Unrealized +46.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $400 Shares 3,607 Est. Cost $90.67 Unrealized +3.3%
YUMC YUM CHINA HLDGS INCORPORATED 0.1%
Value ($000) $395 Shares 9,517 Est. Cost $45.09 Unrealized +4.5%
NOW SERVICENOW INCORPORATED 0.1%
Value ($000) $394 Shares 708 Est. Cost $64.62 Unrealized +73.4%
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.1%
Value ($000) $391 Shares 951 Est. Cost $143.32 Unrealized +170.4%
MMM 3M COMPANY 0.1%
Value ($000) $355 Shares 2,377 Est. Cost $111.76 Unrealized +2.5%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $355 Shares 7,706 Est. Cost $25.00 Unrealized +33.1%
BLACKROCK INCORPORATED 0.1%
Value ($000) $355 Shares 465 Est. Cost $763.44 Unrealized
TYL TYLER TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $348 Shares 782 Est. Cost $278.52 Unrealized +61.4%
IYF ISHARES TR U.S. FINLS ETF 0.1%
Value ($000) $348 Shares 4,122 Est. Cost $74.96 Unrealized
BX BLACKSTONE INCORPORATED 0.1%
Value ($000) $345 Shares 2,715 Est. Cost $58.60 Unrealized +82.9%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $343 Shares 580 Est. Cost $319.33 Unrealized +77.9%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $342 Shares 5,097 Est. Cost $60.63 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $339 Shares 1,006 Est. Cost $177.04 Unrealized +79.9%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $335 Shares 4,555 Est. Cost $70.54 Unrealized
COF CAPITAL ONE FINL CORPORATION 0.1%
Value ($000) $334 Shares 2,543 Est. Cost $135.88 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $328 Shares 1,117 Est. Cost $122.98 Unrealized +99.8%
LAM RESEARCH CORPORATION 0.1%
Value ($000) $326 Shares 606 Est. Cost $479.16 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $319 Shares 2,896 Est. Cost $90.47 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $316 Shares 3,820 Est. Cost $114.40 Unrealized
HEI HEICO CORPORATION NEW 0.1%
Value ($000) $314 Shares 2,048 Est. Cost $121.76 Unrealized +19.2%
FAST FASTENAL COMPANY 0.1%
Value ($000) $305 Shares 5,133 Est. Cost $15.30 Unrealized +66.1%
C CITIGROUP INCORPORATED COM NEW 0.1%
Value ($000) $290 Shares 5,438 Est. Cost $57.64 Unrealized -7.2%
ALLY ALLY FINL INCORPORATED 0.1%
Value ($000) $289 Shares 6,655 Est. Cost $25.55 Unrealized +60.1%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $284 Shares 6,294 Est. Cost $45.99 Unrealized
PAYC PAYCOM SOFTWARE INCORPORATED 0.1%
Value ($000) $274 Shares 791 Est. Cost $231.95 Unrealized +41.7%
TE CONNECTIVITY LIMITED SHS 0.1%
Value ($000) $272 Shares 2,075 Est. Cost $62.82 Unrealized
VRSK VERISK ANALYTICS INCORPORATED 0.1%
Value ($000) $271 Shares 1,263 Est. Cost $142.41 Unrealized +35.0%
SPGI S&P GLOBAL INCORPORATED 0.1%
Value ($000) $270 Shares 659 Est. Cost $394.19 Unrealized 0.0%
EMR EMERSON ELEC COMPANY 0.1%
Value ($000) $263 Shares 2,686 Est. Cost $87.45 Unrealized 0.0%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $255 Shares 2,288 Est. Cost $75.68 Unrealized +17.9%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $255 Shares 8,014 Est. Cost $33.88 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $249 Shares 1,148 Est. Cost $163.59 Unrealized +12.7%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.1%
Value ($000) $249 Shares 9,878 Est. Cost $20.96 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $247 Shares 1,497 Est. Cost $121.19 Unrealized +24.8%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $247 Shares 1,152 Est. Cost $164.16 Unrealized +7.9%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.1%
Value ($000) $246 Shares 2,481 Est. Cost $75.71 Unrealized +14.6%
FLOT ISHARES TR FLTG RATE NT ETF 0.1%
Value ($000) $245 Shares 4,850 Est. Cost $50.93 Unrealized
VFC V F CORPORATION 0.1%
Value ($000) $243 Shares 4,280 Est. Cost $89.63 Unrealized -30.8%
IDXX IDEXX LABS INCORPORATED 0.1%
Value ($000) $242 Shares 442 Est. Cost $447.44 Unrealized +17.6%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $240 Shares 22,293 Est. Cost $10.15 Unrealized
ECL ECOLAB INCORPORATED 0.1%
Value ($000) $239 Shares 1,355 Est. Cost $178.15 Unrealized +0.8%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $238 Shares 687 Est. Cost $305.68 Unrealized
ULTA ULTA BEAUTY INCORPORATED 0.1%
Value ($000) $232 Shares 582 Est. Cost $245.44 Unrealized +53.4%
PH PARKER-HANNIFIN CORPORATION 0.1%
Value ($000) $228 Shares 803 Est. Cost $231.36 Unrealized +23.7%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $225 Shares 1,097 Est. Cost $196.74 Unrealized
WEC WEC ENERGY GROUP INCORPORATED 0.1%
Value ($000) $224 Shares 2,245 Est. Cost $79.41 Unrealized +4.1%
NEE NEXTERA ENERGY INCORPORATED 0.1%
Value ($000) $222 Shares 2,620 Est. Cost $71.85 Unrealized +0.3%
IYR ISHARES TR U.S. REAL ES ETF 0.1%
Value ($000) $222 Shares 2,053 Est. Cost $101.83 Unrealized
ACWV ISHARES INCORPORATED MSCI GBL MIN VOL 0.1%
Value ($000) $221 Shares 2,108 Est. Cost $96.77 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.1%
Value ($000) $211 Shares 3,838 Est. Cost $58.36 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $207 Shares 1,963 Est. Cost $105.45 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $204 Shares 2,152 Est. Cost $97.58 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $203 Shares 2,007 Est. Cost $80.49 Unrealized +14.3%
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 0.0%
Value ($000) $201 Shares 6,398 Est. Cost $29.39 Unrealized
DWS MUN INCOME TR 0.0%
Value ($000) $127 Shares 12,197 Est. Cost $12.22 Unrealized