AXS Investments LLC Quant / Systematic

CIK: 0001801467 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $281,736 (100.0% shares, 0.0% debt)

Holdings (199)

MSFT MICROSOFT CORP 2.7%
Value ($000) $7,682 Shares 29,912 Est. Cost $305.34 Unrealized -13.7%
GOOGL ALPHABET INC-CL A 2.7%
Value ($000) $7,645 Shares 3,508 Est. Cost $141.21 Unrealized -17.2%
V VISA INC-CLASS A SHARES 2.5%
Value ($000) $6,977 Shares 35,434 Est. Cost $208.20 Unrealized -3.4%
ACN ACCENTURE PLC-CL A 2.5%
Value ($000) $6,907 Shares 24,875 Est. Cost $340.93 Unrealized -16.5%
MA MASTERCARD INC - A 2.3%
Value ($000) $6,618 Shares 20,978 Est. Cost $338.09 Unrealized -0.2%
ADBE ADOBE INC 2.3%
Value ($000) $6,550 Shares 17,893 Est. Cost $625.08 Unrealized -34.9%
CRM SALESFORCE INC 2.2%
Value ($000) $6,229 Shares 37,742 Est. Cost $277.61 Unrealized -37.1%
VNO VORNADO REALTY TRUST 2.1%
Value ($000) $5,874 Shares 205,450 Est. Cost $28.59 Unrealized
META META PLATFORMS INC 1.9%
Value ($000) $5,444 Shares 33,760 Est. Cost $324.64 Unrealized -41.0%
IBM INTL BUSINESS MACHINES CORP 1.9%
Value ($000) $5,384 Shares 38,132 Est. Cost $106.49 Unrealized +10.3%
SPG SIMON PROPERTY GROUP INC 1.7%
Value ($000) $4,845 Shares 51,038 Est. Cost $93.26 Unrealized 0.0%
MAC MACERICH CO/THE 1.7%
Value ($000) $4,841 Shares 555,753 Est. Cost $8.71 Unrealized
ORCL ORACLE CORP 1.6%
Value ($000) $4,620 Shares 66,116 Est. Cost $88.90 Unrealized -21.4%
INTU INTUIT INC 1.5%
Value ($000) $4,365 Shares 11,326 Est. Cost $601.47 Unrealized -32.8%
NOW SERVICENOW INC 1.4%
Value ($000) $4,080 Shares 8,581 Est. Cost $131.29 Unrealized -27.4%
ADP AUTOMATIC DATA PROCESSING 1.4%
Value ($000) $4,030 Shares 19,188 Est. Cost $207.28 Unrealized -2.3%
AAPL APPLE INC 1.4%
Value ($000) $3,981 Shares 29,119 Est. Cost $149.63 Unrealized -0.7%
PYPL PAYPAL HOLDINGS INC 1.3%
Value ($000) $3,733 Shares 53,449 Est. Cost $215.88 Unrealized -59.9%
NFLX NETFLIX INC 1.2%
Value ($000) $3,521 Shares 20,136 Est. Cost $62.95 Unrealized -64.8%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $3,082 Shares 11,290 Est. Cost $284.35 Unrealized +10.3%
FIS FIDELITY NATIONAL INFO SERV 1.0%
Value ($000) $2,691 Shares 29,353 Est. Cost $101.79 Unrealized -11.1%
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $2,620 Shares 5,304 Est. Cost $86.82 Unrealized +2.1%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $2,599 Shares 5,061 Est. Cost $408.67 Unrealized +15.3%
SNPS SYNOPSYS INC 0.8%
Value ($000) $2,359 Shares 7,769 Est. Cost $332.11 Unrealized -9.2%
CDNS CADENCE DESIGN SYS INC 0.8%
Value ($000) $2,322 Shares 15,476 Est. Cost $169.38 Unrealized -10.9%
ADSK AUTODESK INC 0.8%
Value ($000) $2,212 Shares 12,862 Est. Cost $270.95 Unrealized -29.0%
FTNT FORTINET INC 0.8%
Value ($000) $2,161 Shares 38,188 Est. Cost $60.34 Unrealized -1.6%
CTSH COGNIZANT TECH SOLUTIONS-A 0.8%
Value ($000) $2,140 Shares 31,712 Est. Cost $74.53 Unrealized -3.3%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $2,136 Shares 3,931 Est. Cost $572.79 Unrealized -4.9%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $2,014 Shares 18,534 Est. Cost $114.36 Unrealized -7.2%
ACTIVISION BLIZZARD INC 0.7%
Value ($000) $1,979 Shares 25,417 Est. Cost $66.53 Unrealized
EA ELECTRONIC ARTS INC 0.7%
Value ($000) $1,943 Shares 15,974 Est. Cost $126.86 Unrealized -1.5%
UPS UNITED PARCEL SERVICE-CL B 0.7%
Value ($000) $1,849 Shares 10,131 Est. Cost $164.03 Unrealized -6.5%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $1,750 Shares 5,191 Est. Cost $389.18 Unrealized -11.2%
CPT CAMDEN PROPERTY TRUST 0.6%
Value ($000) $1,694 Shares 12,600 Est. Cost $129.16 Unrealized 0.0%
VMWARE INC-CLASS A 0.6%
Value ($000) $1,692 Shares 14,844 Est. Cost $113.99 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $1,591 Shares 17,724 Est. Cost $96.44 Unrealized -6.3%
KREF KKR REAL ESTATE FIN COM 0.6%
Value ($000) $1,555 Shares 89,099 Est. Cost $17.45 Unrealized
SPIRIT REALTY CAPITAL INC 0.5%
Value ($000) $1,499 Shares 39,675 Est. Cost $37.78 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $1,479 Shares 9,756 Est. Cost $23.59 Unrealized -20.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,456 Shares 8,205 Est. Cost $153.11 Unrealized +4.5%
ARE ALEXANDRIA REAL ESTATE EQUITY 0.5%
Value ($000) $1,450 Shares 10,000 Est. Cost $142.21 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $1,404 Shares 12,468 Est. Cost $134.16 Unrealized -15.8%
CI CIGNA CORP 0.5%
Value ($000) $1,388 Shares 5,269 Est. Cost $224.60 Unrealized +7.5%
SNOW INTRAWEST RESORTS HL COM 0.5%
Value ($000) $1,379 Shares 9,917 Est. Cost $348.46 Unrealized -54.5%
PG PROCTER & GAMBLE CO /THE 0.5%
Value ($000) $1,374 Shares 9,554 Est. Cost $134.13 Unrealized +2.4%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,370 Shares 66,978 Est. Cost $43.11 Unrealized -38.4%
PLD PROLOGIS INC 0.5%
Value ($000) $1,334 Shares 11,336 Est. Cost $123.36 Unrealized 0.0%
PFE PFIZER INC 0.5%
Value ($000) $1,320 Shares 25,172 Est. Cost $41.46 Unrealized +1.3%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,313 Shares 11,000 Est. Cost $119.36 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $1,308 Shares 6,519 Est. Cost $269.53 Unrealized -13.0%
T AT&T INC 0.5%
Value ($000) $1,305 Shares 62,264 Est. Cost $15.88 Unrealized +2.7%
LLY ELI LILLY & CO 0.5%
Value ($000) $1,301 Shares 4,012 Est. Cost $272.62 Unrealized +6.7%
NUVEEN PREFERRED & INCOME OPP FUND 0.5%
Value ($000) $1,301 Shares 170,000 Est. Cost $7.65 Unrealized
ROP ROPER TECHNOLOGIES 0.5%
Value ($000) $1,286 Shares 3,258 Est. Cost $463.97 Unrealized -8.4%
BDX BECTON DICKINSON AND CO 0.5%
Value ($000) $1,269 Shares 5,148 Est. Cost $233.16 Unrealized +2.3%
SYK STRYKER CORP 0.4%
Value ($000) $1,250 Shares 6,286 Est. Cost $234.33 Unrealized -3.6%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,247 Shares 8,994 Est. Cost $157.56 Unrealized 0.0%
CNC CENTENE CORP 0.4%
Value ($000) $1,239 Shares 14,644 Est. Cost $80.91 Unrealized +2.6%
MRK MERCK & CO. INC. 0.4%
Value ($000) $1,236 Shares 13,561 Est. Cost $76.84 Unrealized +3.1%
EL ESTEE LAUDER COMPANIES-CL A 0.4%
Value ($000) $1,220 Shares 4,790 Est. Cost $256.39 Unrealized -7.0%
CRWD CROWDSTRIKE HLDGS IN CL A 0.4%
Value ($000) $1,213 Shares 7,194 Est. Cost $243.61 Unrealized -25.7%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $1,199 Shares 28,108 Est. Cost $45.47 Unrealized -5.8%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $1,189 Shares 8,795 Est. Cost $114.77 Unrealized 0.0%
INTC INTEL CORP 0.4%
Value ($000) $1,157 Shares 30,916 Est. Cost $42.55 Unrealized -4.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,150 Shares 9,005 Est. Cost $131.04 Unrealized -4.7%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $1,146 Shares 7,461 Est. Cost $156.46 Unrealized -3.5%
AVGO BROADCOM INC 0.4%
Value ($000) $1,120 Shares 2,306 Est. Cost $52.20 Unrealized +0.4%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $1,102 Shares 4,582 Est. Cost $229.57 Unrealized -3.8%
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,099 Shares 14,571 Est. Cost $61.84 Unrealized 0.0%
ECL ECOLAB INC 0.4%
Value ($000) $1,085 Shares 7,054 Est. Cost $168.20 Unrealized -5.5%
CDP CORPORATE OFFICE PPT 0.4%
Value ($000) $1,061 Shares 40,500 Est. Cost $26.20 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,054 Shares 13,691 Est. Cost $64.97 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,047 Shares 7,165 Est. Cost $147.64 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $1,043 Shares 11,251 Est. Cost $90.44 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $1,039 Shares 9,083 Est. Cost $115.64 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $1,039 Shares 6,181 Est. Cost $214.67 Unrealized -3.1%
MRSH MARSH & MCLENNAN COS 0.4%
Value ($000) $1,039 Shares 6,690 Est. Cost $151.71 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO INC 0.4%
Value ($000) $1,038 Shares 6,974 Est. Cost $141.01 Unrealized 0.0%
MCK MCKESSON CORP 0.4%
Value ($000) $1,036 Shares 3,177 Est. Cost $314.09 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $1,033 Shares 7,301 Est. Cost $147.67 Unrealized 0.0%
TWITTER INC COM 0.4%
Value ($000) $1,026 Shares 27,431 Est. Cost $43.22 Unrealized
AMD ADVANCED MICRO DEVICES 0.4%
Value ($000) $1,026 Shares 13,413 Est. Cost $105.15 Unrealized -11.0%
BLACKROCK INC 0.4%
Value ($000) $1,024 Shares 1,681 Est. Cost $609.16 Unrealized
SYY SYSCO CORP 0.4%
Value ($000) $1,024 Shares 12,092 Est. Cost $75.73 Unrealized 0.0%
CME CME GROUP INC 0.4%
Value ($000) $1,020 Shares 4,985 Est. Cost $181.95 Unrealized 0.0%
RUN SUNRUN INC 0.4%
Value ($000) $1,020 Shares 43,663 Est. Cost $24.02 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,006 Shares 1,593 Est. Cost $43.02 Unrealized 0.0%
PSTL POSTAL REALTY TRUST CL A 0.4%
Value ($000) $1,005 Shares 67,441 Est. Cost $14.90 Unrealized
AON AON PLC-CLASS A 0.4%
Value ($000) $999 Shares 3,704 Est. Cost $279.95 Unrealized 0.0%
KO COCA-COLA CO/THE 0.4%
Value ($000) $989 Shares 15,726 Est. Cost $48.64 Unrealized +16.7%
CB CHUBB LTD 0.4%
Value ($000) $988 Shares 5,024 Est. Cost $196.27 Unrealized 0.0%
EQIX EQUINIX INC 0.3%
Value ($000) $986 Shares 1,500 Est. Cost $643.06 Unrealized 0.0%
EFX EQUIFAX INC 0.3%
Value ($000) $983 Shares 5,377 Est. Cost $194.89 Unrealized 0.0%
GLOBAL MED REIT INC COM NEW 0.3%
Value ($000) $982 Shares 87,476 Est. Cost $11.23 Unrealized
FISV FISERV INC 0.3%
Value ($000) $981 Shares 11,024 Est. Cost $96.99 Unrealized 0.0%
MCO MOODY'S CORP 0.3%
Value ($000) $976 Shares 3,590 Est. Cost $290.01 Unrealized 0.0%
SBRA SABRA HEALTH CARE REIT INC 0.3%
Value ($000) $976 Shares 69,848 Est. Cost $13.97 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $976 Shares 29,066 Est. Cost $33.04 Unrealized 0.0%
NHI NATIONAL HEALTH INVS COM 0.3%
Value ($000) $976 Shares 16,100 Est. Cost $60.62 Unrealized
NUE NUCOR CORP 0.3%
Value ($000) $972 Shares 9,310 Est. Cost $127.87 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $971 Shares 10,326 Est. Cost $101.74 Unrealized 0.0%
VRSK VERISK ANALYTICS INC CL A 0.3%
Value ($000) $957 Shares 5,530 Est. Cost $192.20 Unrealized -5.3%
SCHW SCHWAB (CHARLES) CORP 0.3%
Value ($000) $957 Shares 15,143 Est. Cost $69.27 Unrealized -5.4%
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $955 Shares 22,908 Est. Cost $40.06 Unrealized 0.0%
XYZ BLOCK INC 0.3%
Value ($000) $954 Shares 15,515 Est. Cost $91.37 Unrealized 0.0%
OHI OMEGA HEALTHCARE INV COM 0.3%
Value ($000) $950 Shares 33,700 Est. Cost $28.19 Unrealized
FAST FASTENAL CO 0.3%
Value ($000) $948 Shares 19,000 Est. Cost $24.63 Unrealized 0.0%
KLAC KLA CORP 0.3%
Value ($000) $944 Shares 2,960 Est. Cost $323.74 Unrealized 0.0%
TJX TJX COMPANIES INC 0.3%
Value ($000) $942 Shares 16,872 Est. Cost $57.42 Unrealized 0.0%
LKQ LKQ CORP 0.3%
Value ($000) $942 Shares 19,197 Est. Cost $44.76 Unrealized 0.0%
NKE NIKE INC -CL B 0.3%
Value ($000) $938 Shares 9,176 Est. Cost $111.29 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.3%
Value ($000) $937 Shares 6,716 Est. Cost $261.92 Unrealized -30.6%
RTX RAYTHEON TECH CORP 0.3%
Value ($000) $937 Shares 9,747 Est. Cost $77.53 Unrealized +14.2%
DIS WALT DISNEY CO/THE 0.3%
Value ($000) $935 Shares 9,908 Est. Cost $123.03 Unrealized -11.9%
BAC BANK OF AMERICA 0.3%
Value ($000) $922 Shares 29,632 Est. Cost $36.80 Unrealized -11.1%
CARR CARRIER GLOBAL CORP 0.3%
Value ($000) $920 Shares 25,804 Est. Cost $37.29 Unrealized 0.0%
PEP PEPSICO INC 0.3%
Value ($000) $919 Shares 5,517 Est. Cost $143.45 Unrealized +4.4%
DHR DANAHER CORP 0.3%
Value ($000) $918 Shares 3,621 Est. Cost $251.69 Unrealized -10.1%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $914 Shares 8,717 Est. Cost $106.65 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $913 Shares 2,368 Est. Cost $397.38 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $911 Shares 3,834 Est. Cost $253.99 Unrealized 0.0%
HPQ HP INC 0.3%
Value ($000) $906 Shares 27,633 Est. Cost $32.07 Unrealized 0.0%
VFC VF CORP 0.3%
Value ($000) $905 Shares 20,494 Est. Cost $50.16 Unrealized 0.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $904 Shares 7,942 Est. Cost $112.87 Unrealized 0.0%
GWW WW GRAINGER INC 0.3%
Value ($000) $897 Shares 1,975 Est. Cost $469.42 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $890 Shares 15,322 Est. Cost $60.87 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $885 Shares 12,375 Est. Cost $60.13 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $883 Shares 15,970 Est. Cost $68.11 Unrealized -2.3%
ROST ROSS STORES INC 0.3%
Value ($000) $882 Shares 12,558 Est. Cost $85.43 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $880 Shares 23,223 Est. Cost $37.89 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $877 Shares 4,111 Est. Cost $214.98 Unrealized -2.9%
ABR ARBOR RLTY TR INC COM 0.3%
Value ($000) $872 Shares 66,500 Est. Cost $13.11 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $870 Shares 8,193 Est. Cost $127.44 Unrealized -1.8%
BDN BRANDYWINE REALTY TRUST 0.3%
Value ($000) $865 Shares 89,750 Est. Cost $9.64 Unrealized
MAR MARRIOTT INTERNATIONAL -CL A 0.3%
Value ($000) $856 Shares 6,297 Est. Cost $159.48 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $843 Shares 19,363 Est. Cost $55.82 Unrealized 0.0%
AAT AMERICAN ASSETS TR I COM 0.3%
Value ($000) $828 Shares 27,876 Est. Cost $29.70 Unrealized
ABNB AIRBNB INC COM CL A 0.3%
Value ($000) $827 Shares 9,281 Est. Cost $176.10 Unrealized -26.1%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $804 Shares 1,263 Est. Cost $1404.74 Unrealized -37.9%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.3%
Value ($000) $802 Shares 28,991 Est. Cost $27.66 Unrealized
EBAY EBAY INC COM 0.3%
Value ($000) $797 Shares 19,122 Est. Cost $66.02 Unrealized -31.2%
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $787 Shares 25,025 Est. Cost $34.41 Unrealized
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $782 Shares 37,450 Est. Cost $20.88 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $778 Shares 4,477 Est. Cost $185.07 Unrealized -10.1%
EEM ISHARES MSCI EMERGING MKTS ETF 0.3%
Value ($000) $763 Shares 19,039 Est. Cost $40.08 Unrealized
EWU ISHARES MSCI UK ETF 0.3%
Value ($000) $761 Shares 25,397 Est. Cost $29.96 Unrealized
CSGP COSTAR GROUP INC 0.3%
Value ($000) $760 Shares 12,584 Est. Cost $60.57 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.3%
Value ($000) $750 Shares 7,876 Est. Cost $146.28 Unrealized -24.9%
ATLASSIAN CORP PLC CL A 0.3%
Value ($000) $743 Shares 3,965 Est. Cost $381.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $711 Shares 1,654 Est. Cost $365.10 Unrealized +9.0%
PDM PIEDMONT OFFICE REAL COM CL A 0.3%
Value ($000) $710 Shares 54,112 Est. Cost $13.12 Unrealized
WMT WALMART INC 0.3%
Value ($000) $707 Shares 5,812 Est. Cost $44.51 Unrealized -1.1%
CVS CVS HEALTH CORP 0.2%
Value ($000) $654 Shares 7,058 Est. Cost $80.49 Unrealized +6.7%
NLCP NEWLAKE CAPITAL PART COM 0.2%
Value ($000) $648 Shares 35,000 Est. Cost $18.51 Unrealized
WFC WELLS FARGO & COMPANY 0.2%
Value ($000) $629 Shares 16,056 Est. Cost $44.14 Unrealized -9.5%
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $629 Shares 11,906 Est. Cost $52.83 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $626 Shares 3,503 Est. Cost $186.94 Unrealized +5.5%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $624 Shares 1,294 Est. Cost $397.15 Unrealized +18.2%
ANNALY CAPITAL MANAGEMENT INC 0.2%
Value ($000) $616 Shares 104,300 Est. Cost $5.91 Unrealized
PROSHARES TR ULTRAPRO SHORT Q 0.2%
Value ($000) $600 Shares 10,190 Est. Cost $58.88 Unrealized
DE DEERE & CO 0.2%
Value ($000) $589 Shares 1,968 Est. Cost $363.01 Unrealized -3.7%
PROSHARES TR ULTRAPRO SHORT S 0.2%
Value ($000) $585 Shares 28,900 Est. Cost $20.24 Unrealized
DIREXION DAILY S&P 500 BEAR 3X SHARES 0.2%
Value ($000) $584 Shares 21,920 Est. Cost $26.64 Unrealized
TZA DIREXION SHS ETF TR DLY SMCAP BEAR3X 0.2%
Value ($000) $583 Shares 12,500 Est. Cost $46.64 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $579 Shares 5,868 Est. Cost $76.31 Unrealized +11.9%
TTD THE TRADE DESK INC COM CL A 0.2%
Value ($000) $557 Shares 13,285 Est. Cost $54.77 Unrealized 0.0%
PALL ABRDN PALLADIUM ETF TRUST 0.2%
Value ($000) $548 Shares 3,070 Est. Cost $177.65 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $528 Shares 3,864 Est. Cost $211.28 Unrealized -30.2%
SNAP SNAP INC CL A 0.2%
Value ($000) $524 Shares 39,892 Est. Cost $56.28 Unrealized -59.5%
TSLA TESLA INC 0.2%
Value ($000) $515 Shares 765 Est. Cost $335.39 Unrealized -18.6%
LINDE PLC COM 0.2%
Value ($000) $493 Shares 1,714 Est. Cost $343.64 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $492 Shares 1,926 Est. Cost $222.20 Unrealized 0.0%
ARI APOLLO COML REAL EST COM 0.2%
Value ($000) $486 Shares 46,543 Est. Cost $10.44 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $469 Shares 5,476 Est. Cost $45.70 Unrealized +74.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $453 Shares 8,932 Est. Cost $40.70 Unrealized -1.4%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $452 Shares 5,940 Est. Cost $82.13 Unrealized -11.8%
VGLT VANGUARD SCOTTSDALE LONG TERM TREAS 0.2%
Value ($000) $447 Shares 6,377 Est. Cost $70.10 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $425 Shares 4,156 Est. Cost $102.26 Unrealized
GLPI GAMING & LEISURE PPT COM 0.1%
Value ($000) $408 Shares 8,900 Est. Cost $45.84 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $392 Shares 25,000 Est. Cost $15.78 Unrealized 0.0%
EWA ISHARES MSCI AUSTRALIA ETF 0.1%
Value ($000) $367 Shares 17,273 Est. Cost $21.25 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $365 Shares 2,519 Est. Cost $96.10 Unrealized +48.5%
EPP ISHARES MSCI PAC JP ETF 0.1%
Value ($000) $362 Shares 8,703 Est. Cost $41.59 Unrealized
EWC ISHARES MSCI CDA ETF 0.1%
Value ($000) $360 Shares 10,699 Est. Cost $33.65 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $344 Shares 5,537 Est. Cost $55.31 Unrealized +3.5%
MPT MEDICAL PPTYS TRUST COM 0.1%
Value ($000) $308 Shares 20,193 Est. Cost $15.25 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $293 Shares 1,044 Est. Cost $280.65 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $284 Shares 6,810 Est. Cost $32.79 Unrealized +17.3%
ABBV ABBVIE INC 0.1%
Value ($000) $278 Shares 1,813 Est. Cost $101.71 Unrealized +31.9%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $275 Shares 2,890 Est. Cost $116.64 Unrealized -11.2%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $268 Shares 3,350 Est. Cost $70.92 Unrealized +1.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $257 Shares 2,862 Est. Cost $79.66 Unrealized +12.9%
HD HOME DEPOT INC COM 0.1%
Value ($000) $254 Shares 926 Est. Cost $255.81 Unrealized +5.2%
HUM HUMANA INC 0.1%
Value ($000) $247 Shares 528 Est. Cost $406.66 Unrealized +5.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $245 Shares 6,579 Est. Cost $42.02 Unrealized -3.1%
ZION ZIONS BANCORPORATION 0.1%
Value ($000) $228 Shares 4,475 Est. Cost $56.83 Unrealized 0.0%
MARATHON OIL CORP 0.1%
Value ($000) $226 Shares 10,070 Est. Cost $24.78 Unrealized
AHRT ARMADA HOFFLER PPTYS COM 0.1%
Value ($000) $164 Shares 12,753 Est. Cost $12.86 Unrealized