Marks Group Wealth Management, Inc Diversified Active

CIK: 0001802473 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $949,397 (100.0% shares, 0.0% debt)

Holdings (288)

GOOG ALPHABET INC 3.0%
Value ($000) $28,261 Shares 154,080 Est. Cost $106.66 Unrealized +58.3%
AAPL APPLE INC 2.3%
Value ($000) $21,940 Shares 104,169 Est. Cost $137.43 Unrealized +34.7%
SYK STRYKER CORPORATION 1.8%
Value ($000) $17,459 Shares 51,313 Est. Cost $198.90 Unrealized +67.6%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $15,590 Shares 30,614 Est. Cost $305.60 Unrealized +54.8%
RSG REPUBLIC SVCS INC 1.6%
Value ($000) $15,172 Shares 78,068 Est. Cost $142.03 Unrealized +30.4%
V VISA INC 1.6%
Value ($000) $14,995 Shares 57,132 Est. Cost $196.65 Unrealized +37.7%
ICE INTERCONTINENTAL EXCHANGE IN 1.6%
Value ($000) $14,741 Shares 107,688 Est. Cost $93.42 Unrealized +41.0%
MSFT MICROSOFT CORP 1.4%
Value ($000) $13,685 Shares 30,619 Est. Cost $252.33 Unrealized +65.4%
FDS FACTSET RESH SYS INC 1.3%
Value ($000) $12,469 Shares 30,542 Est. Cost $357.13 Unrealized +16.9%
META META PLATFORMS INC 1.2%
Value ($000) $11,782 Shares 23,367 Est. Cost $233.65 Unrealized +106.9%
MCO MOODYS CORP 1.2%
Value ($000) $11,727 Shares 27,859 Est. Cost $251.95 Unrealized +56.0%
DELL DELL TECHNOLOGIES INC 1.1%
Value ($000) $10,862 Shares 78,765 Est. Cost $39.51 Unrealized +230.6%
CPRT COPART INC 1.0%
Value ($000) $9,822 Shares 181,346 Est. Cost $35.37 Unrealized +54.4%
MDT MEDTRONIC PLC 1.0%
Value ($000) $9,589 Shares 121,824 Est. Cost $86.10 Unrealized -9.3%
MSCI MSCI INC 1.0%
Value ($000) $9,512 Shares 19,745 Est. Cost $317.79 Unrealized +53.1%
CRM SALESFORCE INC 1.0%
Value ($000) $9,323 Shares 36,263 Est. Cost $176.01 Unrealized +50.4%
FICO FAIR ISAAC CORP 1.0%
Value ($000) $9,155 Shares 6,150 Est. Cost $392.30 Unrealized +229.5%
HON HONEYWELL INTL INC 0.9%
Value ($000) $8,978 Shares 42,042 Est. Cost $155.72 Unrealized +18.0%
BRO BROWN & BROWN INC 0.9%
Value ($000) $8,935 Shares 99,929 Est. Cost $39.52 Unrealized +117.5%
APH AMPHENOL CORP NEW 0.9%
Value ($000) $8,932 Shares 132,581 Est. Cost $44.16 Unrealized +40.9%
TXRH TEXAS ROADHOUSE INC 0.9%
Value ($000) $8,816 Shares 51,343 Est. Cost $87.99 Unrealized +80.7%
ICLR ICON PLC 0.9%
Value ($000) $8,789 Shares 28,037 Est. Cost $172.79 Unrealized +81.4%
BSX BOSTON SCIENTIFIC CORP 0.9%
Value ($000) $8,725 Shares 113,302 Est. Cost $52.23 Unrealized +40.1%
CSL CARLISLE COS INC 0.9%
Value ($000) $8,577 Shares 21,168 Est. Cost $149.36 Unrealized +164.4%
TJX TJX COS INC NEW 0.9%
Value ($000) $8,535 Shares 77,521 Est. Cost $62.53 Unrealized +57.8%
EFG ISHARES TR 0.9%
Value ($000) $8,516 Shares 83,245 Est. Cost $103.46 Unrealized
CACI CACI INTL INC 0.9%
Value ($000) $8,515 Shares 19,797 Est. Cost $230.70 Unrealized +77.0%
GWW GRAINGER W W INC 0.9%
Value ($000) $8,475 Shares 9,393 Est. Cost $621.54 Unrealized +49.3%
PRI PRIMERICA INC 0.9%
Value ($000) $8,451 Shares 35,722 Est. Cost $125.01 Unrealized +81.4%
LDOS LEIDOS HOLDINGS INC 0.9%
Value ($000) $8,417 Shares 57,700 Est. Cost $93.35 Unrealized +47.1%
ETN EATON CORP PLC 0.9%
Value ($000) $8,417 Shares 26,844 Est. Cost $215.55 Unrealized +47.2%
EME EMCOR GROUP INC 0.9%
Value ($000) $8,400 Shares 23,008 Est. Cost $152.57 Unrealized +141.0%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $8,339 Shares 27,483 Est. Cost $266.97 Unrealized +12.1%
TTC TORO CO 0.9%
Value ($000) $8,336 Shares 89,142 Est. Cost $82.48 Unrealized +6.9%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $8,314 Shares 32,062 Est. Cost $90.86 Unrealized +169.1%
FISV FISERV INC 0.9%
Value ($000) $8,300 Shares 55,689 Est. Cost $104.22 Unrealized +45.2%
IR INGERSOLL RAND INC 0.9%
Value ($000) $8,225 Shares 90,540 Est. Cost $85.38 Unrealized +7.5%
WSO WATSCO INC 0.9%
Value ($000) $8,197 Shares 17,695 Est. Cost $289.33 Unrealized +58.0%
RBA RB GLOBAL INC 0.9%
Value ($000) $8,180 Shares 107,127 Est. Cost $56.38 Unrealized +32.9%
ITT ITT INC 0.9%
Value ($000) $8,161 Shares 63,177 Est. Cost $80.48 Unrealized +63.1%
TSCO TRACTOR SUPPLY CO 0.9%
Value ($000) $8,094 Shares 29,976 Est. Cost $19.85 Unrealized +163.6%
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $8,058 Shares 31,228 Est. Cost $216.18 Unrealized +12.1%
ADI ANALOG DEVICES INC 0.8%
Value ($000) $8,048 Shares 35,256 Est. Cost $151.19 Unrealized +37.3%
PH PARKER-HANNIFIN CORP 0.8%
Value ($000) $8,038 Shares 15,891 Est. Cost $283.15 Unrealized +86.4%
DECK DECKERS OUTDOOR CORP 0.8%
Value ($000) $8,031 Shares 8,297 Est. Cost $104.22 Unrealized +47.6%
MRSH MARSH & MCLENNAN COS INC 0.8%
Value ($000) $8,011 Shares 38,017 Est. Cost $100.64 Unrealized +98.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $7,978 Shares 40,495 Est. Cost $114.77 Unrealized +68.2%
AME AMETEK INC 0.8%
Value ($000) $7,907 Shares 47,431 Est. Cost $104.02 Unrealized +64.2%
J JACOBS SOLUTIONS INC 0.8%
Value ($000) $7,877 Shares 56,379 Est. Cost $93.52 Unrealized +23.6%
SPGI S&P GLOBAL INC 0.8%
Value ($000) $7,777 Shares 17,438 Est. Cost $299.72 Unrealized +41.4%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $7,769 Shares 35,530 Est. Cost $121.55 Unrealized +76.8%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $7,715 Shares 26,589 Est. Cost $217.04 Unrealized +30.9%
DRI DARDEN RESTAURANTS INC 0.8%
Value ($000) $7,609 Shares 50,285 Est. Cost $126.45 Unrealized +14.5%
FELE FRANKLIN ELEC INC 0.8%
Value ($000) $7,512 Shares 77,990 Est. Cost $72.66 Unrealized +34.5%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.8%
Value ($000) $7,503 Shares 119,719 Est. Cost $58.65 Unrealized +5.8%
UNP UNION PAC CORP 0.8%
Value ($000) $7,457 Shares 32,958 Est. Cost $176.62 Unrealized +27.7%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $7,438 Shares 31,162 Est. Cost $227.54 Unrealized +4.0%
STE STERIS PLC 0.8%
Value ($000) $7,357 Shares 33,510 Est. Cost $173.36 Unrealized +23.5%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $7,349 Shares 31,445 Est. Cost $227.58 Unrealized +0.1%
GGG GRACO INC 0.8%
Value ($000) $7,328 Shares 92,434 Est. Cost $67.75 Unrealized +20.7%
DOX AMDOCS LTD 0.8%
Value ($000) $7,307 Shares 92,582 Est. Cost $61.05 Unrealized +29.1%
MORN MORNINGSTAR INC 0.8%
Value ($000) $7,298 Shares 24,667 Est. Cost $182.06 Unrealized +62.6%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $7,173 Shares 33,924 Est. Cost $182.22 Unrealized +24.7%
TDY TELEDYNE TECHNOLOGIES INC 0.8%
Value ($000) $7,156 Shares 18,445 Est. Cost $413.24 Unrealized -4.2%
JBHT HUNT J B TRANS SVCS INC 0.8%
Value ($000) $7,137 Shares 44,604 Est. Cost $125.17 Unrealized +31.6%
ULTA ULTA BEAUTY INC 0.7%
Value ($000) $7,045 Shares 18,257 Est. Cost $349.75 Unrealized +16.2%
G GENPACT LIMITED 0.7%
Value ($000) $6,938 Shares 215,535 Est. Cost $36.06 Unrealized -12.5%
AON AON PLC 0.7%
Value ($000) $6,910 Shares 23,536 Est. Cost $246.34 Unrealized +18.7%
CNC CENTENE CORP DEL 0.7%
Value ($000) $6,854 Shares 103,375 Est. Cost $61.87 Unrealized +17.6%
AMZN AMAZON COM INC 0.7%
Value ($000) $6,812 Shares 35,250 Est. Cost $127.01 Unrealized +44.6%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value ($000) $6,503 Shares 52,113 Est. Cost $102.35 Unrealized +13.8%
CP CANADIAN PACIFIC KANSAS CITY 0.7%
Value ($000) $6,481 Shares 82,314 Est. Cost $77.82 Unrealized +3.4%
BAM BROOKFIELD ASSET MANAGMT LTD 0.7%
Value ($000) $6,288 Shares 165,259 Est. Cost $29.29 Unrealized +27.2%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $5,293 Shares 9,572 Est. Cost $444.81 Unrealized +28.1%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $5,044 Shares 11,338 Est. Cost $290.62 Unrealized +37.0%
IXN ISHARES TR 0.5%
Value ($000) $4,690 Shares 56,627 Est. Cost $63.62 Unrealized
IDXX IDEXX LABS INC 0.5%
Value ($000) $4,647 Shares 9,539 Est. Cost $313.36 Unrealized +60.2%
CTAS CINTAS CORP 0.5%
Value ($000) $4,559 Shares 6,511 Est. Cost $71.72 Unrealized +135.0%
VRSK VERISK ANALYTICS INC 0.4%
Value ($000) $4,263 Shares 15,815 Est. Cost $165.96 Unrealized +45.9%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $4,215 Shares 20,838 Est. Cost $116.32 Unrealized +62.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,212 Shares 10,353 Est. Cost $272.21 Unrealized +50.1%
DCI DONALDSON INC 0.4%
Value ($000) $4,207 Shares 58,792 Est. Cost $55.29 Unrealized +28.9%
NVR NVR INC 0.4%
Value ($000) $4,060 Shares 535 Est. Cost $4172.26 Unrealized +83.3%
IEMG ISHARES INC 0.4%
Value ($000) $3,559 Shares 66,483 Est. Cost $49.01 Unrealized
EMXC ISHARES INC 0.4%
Value ($000) $3,557 Shares 60,079 Est. Cost $57.31 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $3,545 Shares 6,514 Est. Cost $445.35 Unrealized
JKHY HENRY JACK & ASSOC INC 0.4%
Value ($000) $3,516 Shares 21,178 Est. Cost $153.47 Unrealized +5.9%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $3,460 Shares 44,358 Est. Cost $67.88 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,431 Shares 29,807 Est. Cost $71.32 Unrealized +54.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $3,396 Shares 54,206 Est. Cost $61.60 Unrealized +0.9%
EFV ISHARES TR 0.3%
Value ($000) $3,287 Shares 61,969 Est. Cost $50.03 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $3,113 Shares 5,522 Est. Cost $395.25 Unrealized +34.9%
FAST FASTENAL CO 0.3%
Value ($000) $3,012 Shares 47,935 Est. Cost $25.69 Unrealized +27.0%
GUGGENHEIM STRATEGIC OPPORTU 0.3%
Value ($000) $2,920 Shares 195,846 Est. Cost $17.12 Unrealized
CVCO CAVCO INDS INC DEL 0.3%
Value ($000) $2,780 Shares 8,031 Est. Cost $221.07 Unrealized +64.6%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $2,697 Shares 18,891 Est. Cost $103.11 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,630 Shares 21,292 Est. Cost $94.07 Unrealized +7.4%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.3%
Value ($000) $2,618 Shares 113,785 Est. Cost $18.23 Unrealized
SAP SAP SE 0.3%
Value ($000) $2,554 Shares 12,660 Est. Cost $128.55 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,542 Shares 17,173 Est. Cost $132.33 Unrealized +11.8%
EIX EDISON INTL 0.3%
Value ($000) $2,531 Shares 35,251 Est. Cost $58.40 Unrealized +14.9%
QUAL ISHARES TR 0.3%
Value ($000) $2,529 Shares 14,812 Est. Cost $115.91 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $2,480 Shares 4,464 Est. Cost $401.38 Unrealized +20.6%
ADSK AUTODESK INC 0.3%
Value ($000) $2,474 Shares 9,998 Est. Cost $225.03 Unrealized -0.2%
GABELLI EQUITY TR INC 0.3%
Value ($000) $2,466 Shares 474,164 Est. Cost $5.98 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,456 Shares 23,892 Est. Cost $82.60 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,376 Shares 17,362 Est. Cost $139.06 Unrealized -6.5%
ZTS ZOETIS INC 0.2%
Value ($000) $2,363 Shares 13,629 Est. Cost $134.09 Unrealized +21.8%
PAYX PAYCHEX INC 0.2%
Value ($000) $2,295 Shares 19,360 Est. Cost $77.86 Unrealized +49.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $2,234 Shares 57,046 Est. Cost $37.18 Unrealized -0.2%
SPSC SPS COMM INC 0.2%
Value ($000) $2,226 Shares 11,830 Est. Cost $123.22 Unrealized +48.5%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $2,214 Shares 44,331 Est. Cost $48.04 Unrealized +10.3%
ENB ENBRIDGE INC 0.2%
Value ($000) $2,136 Shares 60,016 Est. Cost $31.55 Unrealized +2.6%
KO COCA COLA CO 0.2%
Value ($000) $2,085 Shares 32,763 Est. Cost $50.85 Unrealized +15.8%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,050 Shares 5,480 Est. Cost $236.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,040 Shares 11,737 Est. Cost $94.99 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,997 Shares 19,921 Est. Cost $84.66 Unrealized +11.3%
AMGN AMGEN INC 0.2%
Value ($000) $1,970 Shares 6,306 Est. Cost $204.96 Unrealized +36.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,954 Shares 25,099 Est. Cost $84.41 Unrealized -7.5%
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $1,940 Shares 229,633 Est. Cost $8.77 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,937 Shares 14,007 Est. Cost $120.33 Unrealized +17.7%
USB US BANCORP DEL 0.2%
Value ($000) $1,926 Shares 48,506 Est. Cost $37.38 Unrealized +1.0%
IVW ISHARES TR 0.2%
Value ($000) $1,893 Shares 20,454 Est. Cost $88.45 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,889 Shares 13,378 Est. Cost $68.46 Unrealized +78.6%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $1,872 Shares 13,089 Est. Cost $268.51 Unrealized -36.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,866 Shares 31,412 Est. Cost $40.44 Unrealized +40.6%
HEFA ISHARES TR 0.2%
Value ($000) $1,856 Shares 52,193 Est. Cost $35.56 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,837 Shares 3 Est. Cost $419495.06 Unrealized +47.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,826 Shares 10,557 Est. Cost $127.13 Unrealized +30.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,824 Shares 44,228 Est. Cost $36.56 Unrealized -0.3%
IT GARTNER INC 0.2%
Value ($000) $1,764 Shares 3,929 Est. Cost $272.18 Unrealized +63.5%
ASML ASML HOLDING N V 0.2%
Value ($000) $1,747 Shares 1,708 Est. Cost $724.82 Unrealized
FREL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,731 Shares 68,324 Est. Cost $22.75 Unrealized
POOL POOL CORP 0.2%
Value ($000) $1,730 Shares 5,628 Est. Cost $337.46 Unrealized +4.7%
CALAMOS CONV OPPORTUNITIES & 0.2%
Value ($000) $1,697 Shares 145,774 Est. Cost $10.91 Unrealized
PIMCO DYNAMIC INCOME FD 0.2%
Value ($000) $1,684 Shares 89,513 Est. Cost $18.24 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.2%
Value ($000) $1,628 Shares 13,623 Est. Cost $97.27 Unrealized
HLN HALEON PLC 0.2%
Value ($000) $1,604 Shares 194,179 Est. Cost $7.70 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,599 Shares 8,224 Est. Cost $182.78 Unrealized -3.6%
TSLA TESLA INC 0.2%
Value ($000) $1,565 Shares 7,909 Est. Cost $295.84 Unrealized -40.9%
BLACKROCK INC 0.2%
Value ($000) $1,541 Shares 1,957 Est. Cost $650.00 Unrealized
GSK GSK PLC 0.2%
Value ($000) $1,518 Shares 39,432 Est. Cost $36.25 Unrealized
SONY SONY GROUP CORP 0.2%
Value ($000) $1,515 Shares 17,838 Est. Cost $84.08 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $1,496 Shares 34,055 Est. Cost $33.94 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,433 Shares 2,866 Est. Cost $385.15 Unrealized
RIVERNORTH OPPORTUNITIES FD 0.1%
Value ($000) $1,406 Shares 114,796 Est. Cost $11.73 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,359 Shares 8,474 Est. Cost $130.73 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,338 Shares 43,200 Est. Cost $38.90 Unrealized -16.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,337 Shares 12,141 Est. Cost $86.53 Unrealized +24.2%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,329 Shares 5,490 Est. Cost $210.93 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $1,324 Shares 27,132 Est. Cost $34.28 Unrealized +32.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,308 Shares 6,724 Est. Cost $117.69 Unrealized +49.7%
SABA CAPITAL INCOME & OPRNT 0.1%
Value ($000) $1,297 Shares 184,256 Est. Cost $7.18 Unrealized
ALC ALCON AG 0.1%
Value ($000) $1,294 Shares 14,527 Est. Cost $76.56 Unrealized +10.9%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,273 Shares 7,746 Est. Cost $142.30 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $1,248 Shares 5,066 Est. Cost $250.18 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value ($000) $1,241 Shares 2,828 Est. Cost $322.30 Unrealized +33.6%
RELX RELX PLC 0.1%
Value ($000) $1,241 Shares 27,048 Est. Cost $27.22 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $1,221 Shares 2,858 Est. Cost $279.79 Unrealized +49.6%
PGIM HIGH YIELD BOND FUND IN 0.1%
Value ($000) $1,202 Shares 93,314 Est. Cost $13.36 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $1,181 Shares 121,894 Est. Cost $10.19 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $1,178 Shares 6,627 Est. Cost $190.99 Unrealized -7.5%
DE DEERE & CO 0.1%
Value ($000) $1,175 Shares 3,144 Est. Cost $295.61 Unrealized +28.7%
ALLSPRING INCOME OPPORTUNIT 0.1%
Value ($000) $1,163 Shares 175,668 Est. Cost $6.97 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,127 Shares 6,185 Est. Cost $110.48 Unrealized +51.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,109 Shares 4,437 Est. Cost $228.44 Unrealized +9.6%
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $1,043 Shares 97,392 Est. Cost $10.31 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $1,037 Shares 13,761 Est. Cost $57.12 Unrealized +25.2%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,013 Shares 12,907 Est. Cost $76.80 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $993 Shares 2,252 Est. Cost $356.10 Unrealized +26.8%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $959 Shares 8,959 Est. Cost $51.32 Unrealized 0.0%
THFF FIRST FINL CORP IND 0.1%
Value ($000) $958 Shares 25,982 Est. Cost $37.78 Unrealized -9.6%
CRH CRH PLC 0.1%
Value ($000) $927 Shares 12,360 Est. Cost $55.54 Unrealized +41.1%
IVV ISHARES TR 0.1%
Value ($000) $912 Shares 1,667 Est. Cost $482.87 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $897 Shares 8,409 Est. Cost $96.70 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $878 Shares 12,158 Est. Cost $59.27 Unrealized
HDB HDFC BANK LTD 0.1%
Value ($000) $853 Shares 13,262 Est. Cost $66.45 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $851 Shares 31,958 Est. Cost $17.92 Unrealized +39.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $834 Shares 5,708 Est. Cost $138.98 Unrealized +1.8%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $831 Shares 82,838 Est. Cost $6.40 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $820 Shares 7,896 Est. Cost $95.27 Unrealized +8.1%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $801 Shares 42,543 Est. Cost $18.25 Unrealized
UNILEVER PLC 0.1%
Value ($000) $797 Shares 14,493 Est. Cost $53.56 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $774 Shares 17,918 Est. Cost $58.34 Unrealized -22.9%
FMX FOMENTO ECONOMICO MEXICANO S 0.1%
Value ($000) $770 Shares 7,150 Est. Cost $72.80 Unrealized
IGF ISHARES TR 0.1%
Value ($000) $762 Shares 15,906 Est. Cost $46.53 Unrealized
BN BROOKFIELD CORP 0.1%
Value ($000) $762 Shares 18,346 Est. Cost $21.84 Unrealized +26.2%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $750 Shares 587 Est. Cost $439.88 Unrealized +158.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $744 Shares 2,234 Est. Cost $205.61 Unrealized +64.7%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $740 Shares 3,396 Est. Cost $208.71 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $726 Shares 7,555 Est. Cost $81.58 Unrealized
MMM 3M CO 0.1%
Value ($000) $720 Shares 7,045 Est. Cost $126.40 Unrealized -25.4%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $720 Shares 4,269 Est. Cost $122.38 Unrealized +29.4%
OC OWENS CORNING NEW 0.1%
Value ($000) $712 Shares 4,099 Est. Cost $173.20 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $704 Shares 1,469 Est. Cost $288.53 Unrealized
HEI/A HEICO CORP NEW 0.1%
Value ($000) $693 Shares 3,902 Est. Cost $126.01 Unrealized +33.8%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $689 Shares 5,241 Est. Cost $57.74 Unrealized +116.8%
ACWX ISHARES TR 0.1%
Value ($000) $666 Shares 12,542 Est. Cost $45.50 Unrealized
RTO RENTOKIL INITIAL PLC 0.1%
Value ($000) $658 Shares 22,188 Est. Cost $30.67 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $651 Shares 6,188 Est. Cost $31.02 Unrealized +225.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $649 Shares 763 Est. Cost $337.77 Unrealized +129.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $629 Shares 596 Est. Cost $31.11 Unrealized +122.2%
APOG APOGEE ENTERPRISES INC 0.1%
Value ($000) $628 Shares 10,000 Est. Cost $36.48 Unrealized +63.5%
RACE FERRARI N V 0.1%
Value ($000) $619 Shares 1,515 Est. Cost $392.08 Unrealized +6.0%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $618 Shares 2,833 Est. Cost $102.11 Unrealized +100.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $612 Shares 6,160 Est. Cost $127.67 Unrealized -17.4%
GE GE AEROSPACE 0.1%
Value ($000) $590 Shares 3,712 Est. Cost $57.70 Unrealized +173.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $588 Shares 4,031 Est. Cost $136.53 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $582 Shares 3,530 Est. Cost $126.66 Unrealized +24.1%
XEL XCEL ENERGY INC 0.1%
Value ($000) $578 Shares 10,815 Est. Cost $56.36 Unrealized -8.9%
UFPI UFP INDUSTRIES INC 0.1%
Value ($000) $560 Shares 5,000 Est. Cost $84.09 Unrealized +38.2%
PEP PEPSICO INC 0.1%
Value ($000) $554 Shares 3,358 Est. Cost $134.23 Unrealized +20.9%
IWB ISHARES TR 0.1%
Value ($000) $551 Shares 1,853 Est. Cost $187.41 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $548 Shares 4,878 Est. Cost $106.32 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $543 Shares 4,435 Est. Cost $59.98 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $532 Shares 7,186 Est. Cost $44.31 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $527 Shares 5,919 Est. Cost $69.69 Unrealized +27.3%
ARGX ARGENX SE 0.1%
Value ($000) $514 Shares 1,196 Est. Cost $450.11 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $508 Shares 1,477 Est. Cost $246.92 Unrealized +32.7%
BHP BHP GROUP LTD 0.1%
Value ($000) $507 Shares 8,880 Est. Cost $65.13 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $506 Shares 321 Est. Cost $1213.95 Unrealized +27.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $500 Shares 552 Est. Cost $448.10 Unrealized +76.5%
RIO RIO TINTO PLC 0.1%
Value ($000) $497 Shares 7,531 Est. Cost $72.62 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $483 Shares 7,311 Est. Cost $64.71 Unrealized +2.5%
ATRC ATRICURE INC 0.1%
Value ($000) $482 Shares 21,185 Est. Cost $61.22 Unrealized -62.3%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $479 Shares 6,467 Est. Cost $81.72 Unrealized +3.7%
NUVEEN MINN QUALITY MUN INM 0.0%
Value ($000) $473 Shares 41,632 Est. Cost $14.81 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $464 Shares 21,065 Est. Cost $17.97 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $457 Shares 1,700 Est. Cost $193.61 Unrealized +29.2%
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $457 Shares 8,090 Est. Cost $58.49 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $457 Shares 1,838 Est. Cost $137.62 Unrealized +85.5%
IWF ISHARES TR 0.0%
Value ($000) $424 Shares 1,164 Est. Cost $268.59 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $422 Shares 9,180 Est. Cost $46.38 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $422 Shares 3,410 Est. Cost $74.33 Unrealized +63.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $418 Shares 11,465 Est. Cost $37.13 Unrealized -7.6%
PRLB PROTO LABS INC 0.0%
Value ($000) $382 Shares 12,352 Est. Cost $75.61 Unrealized -58.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $379 Shares 7,979 Est. Cost $47.96 Unrealized -5.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $379 Shares 981 Est. Cost $245.56 Unrealized +44.4%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $376 Shares 13,050 Est. Cost $16.90 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $370 Shares 736 Est. Cost $386.31 Unrealized +19.3%
ABBV ABBVIE INC 0.0%
Value ($000) $368 Shares 2,148 Est. Cost $113.60 Unrealized +38.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $361 Shares 3,959 Est. Cost $84.69 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $352 Shares 4,771 Est. Cost $61.29 Unrealized +18.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $351 Shares 680 Est. Cost $333.53 Unrealized +49.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $347 Shares 887 Est. Cost $305.23 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $342 Shares 10,159 Est. Cost $50.20 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $333 Shares 6,735 Est. Cost $48.57 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $330 Shares 1,295 Est. Cost $219.32 Unrealized +16.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $329 Shares 2,104 Est. Cost $129.98 Unrealized +14.2%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $328 Shares 4,000 Est. Cost $76.25 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $320 Shares 8,054 Est. Cost $27.80 Unrealized +32.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $309 Shares 188 Est. Cost $1542.90 Unrealized +2.3%
WMT WALMART INC 0.0%
Value ($000) $303 Shares 4,475 Est. Cost $52.76 Unrealized +17.5%
MNDY MONDAY COM LTD 0.0%
Value ($000) $303 Shares 1,257 Est. Cost $212.29 Unrealized -0.7%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $292 Shares 14,089 Est. Cost $20.75 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $286 Shares 3,050 Est. Cost $81.18 Unrealized +16.5%
BAP CREDICORP LTD 0.0%
Value ($000) $285 Shares 1,768 Est. Cost $126.80 Unrealized +21.2%
NTAP NETAPP INC 0.0%
Value ($000) $285 Shares 2,210 Est. Cost $89.24 Unrealized +21.7%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $284 Shares 2,400 Est. Cost $114.70 Unrealized +5.6%
LEN LENNAR CORP 0.0%
Value ($000) $283 Shares 1,891 Est. Cost $92.73 Unrealized +60.2%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $280 Shares 12,000 Est. Cost $30.00 Unrealized +3.5%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $279 Shares 2,769 Est. Cost $69.72 Unrealized +32.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $279 Shares 1,232 Est. Cost $192.48 Unrealized
BNTX BIONTECH SE 0.0%
Value ($000) $276 Shares 3,438 Est. Cost $105.54 Unrealized
GMAB GENMAB A/S 0.0%
Value ($000) $276 Shares 10,980 Est. Cost $35.27 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $270 Shares 1,257 Est. Cost $151.11 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $269 Shares 870 Est. Cost $273.74 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $268 Shares 2,929 Est. Cost $75.34 Unrealized +16.0%
SE SEA LTD 0.0%
Value ($000) $266 Shares 3,724 Est. Cost $71.42 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $265 Shares 1,278 Est. Cost $125.63 Unrealized +53.4%
KMX CARMAX INC 0.0%
Value ($000) $265 Shares 3,610 Est. Cost $114.54 Unrealized -37.1%
CVLT COMMVAULT SYS INC 0.0%
Value ($000) $263 Shares 2,161 Est. Cost $90.47 Unrealized +18.7%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $255 Shares 93,436 Est. Cost $2.73 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $253 Shares 5,000 Est. Cost $40.10 Unrealized +25.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $246 Shares 454 Est. Cost $389.01 Unrealized +48.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $240 Shares 442 Est. Cost $446.64 Unrealized +15.0%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $238 Shares 12,725 Est. Cost $26.36 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $228 Shares 941 Est. Cost $194.12 Unrealized +21.6%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $225 Shares 4,620 Est. Cost $35.90 Unrealized +37.4%
IFRA ISHARES TR 0.0%
Value ($000) $222 Shares 5,272 Est. Cost $40.43 Unrealized
BP BP PLC 0.0%
Value ($000) $221 Shares 6,115 Est. Cost $31.71 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $217 Shares 480 Est. Cost $372.27 Unrealized +13.8%
RUNN STRATEGIC TRUST 0.0%
Value ($000) $215 Shares 7,058 Est. Cost $25.50 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $212 Shares 1,081 Est. Cost $224.83 Unrealized -14.8%
CI THE CIGNA GROUP 0.0%
Value ($000) $211 Shares 637 Est. Cost $219.28 Unrealized +52.4%
ICLN ISHARES TR 0.0%
Value ($000) $209 Shares 15,710 Est. Cost $20.99 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $209 Shares 101,791 Est. Cost $3.14 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $118 Shares 10,648 Est. Cost $11.38 Unrealized 0.0%