Regent Peak Wealth Advisors LLC Diversified Active

CIK: 0001803329 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 16, 2025

Total Value ($000): $445,625

Holdings (180)

VTI VANGUARD TOTAL STOCK MARKET ETF 16.2%
Value ($000) $72,282 Shares 249,412 Est. Cost $206.91 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 6.3%
Value ($000) $28,122 Shares 400,145 Est. Cost $70.98 Unrealized
AAPL APPLE INC COM 6.3%
Value ($000) $28,012 Shares 111,858 Est. Cost $101.86 Unrealized +130.2%
VUG VANGUARD GROWTH ETF 5.0%
Value ($000) $22,206 Shares 54,104 Est. Cost $195.63 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 4.6%
Value ($000) $20,523 Shares 334,576 Est. Cost $53.10 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 4.5%
Value ($000) $20,151 Shares 280,220 Est. Cost $72.83 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 3.9%
Value ($000) $17,595 Shares 50,015 Est. Cost $272.13 Unrealized +30.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 3.6%
Value ($000) $16,131 Shares 40,168 Est. Cost $239.40 Unrealized
TSLA TESLA INC COM 3.3%
Value ($000) $14,665 Shares 36,314 Est. Cost $198.56 Unrealized +62.0%
SDY SPDR S&P DIVIDEND ETF 3.1%
Value ($000) $13,871 Shares 105,005 Est. Cost $125.42 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2.9%
Value ($000) $12,921 Shares 100,462 Est. Cost $75.81 Unrealized
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $12,286 Shares 29,147 Est. Cost $169.91 Unrealized +148.6%
NVDA NVIDIA CORPORATION COM 2.5%
Value ($000) $10,989 Shares 81,833 Est. Cost $92.94 Unrealized +48.3%
AMZN AMAZON COM INC COM 2.2%
Value ($000) $9,906 Shares 45,153 Est. Cost $125.96 Unrealized +62.4%
VTV VANGUARD VALUE ETF 2.1%
Value ($000) $9,567 Shares 56,506 Est. Cost $120.90 Unrealized
SR SPIRE INC COM 2.1%
Value ($000) $9,478 Shares 139,725 Est. Cost $80.15 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.5%
Value ($000) $6,490 Shares 11,073 Est. Cost $353.34 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.5%
Value ($000) $6,473 Shares 127,657 Est. Cost $50.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $4,621 Shares 10,194 Est. Cost $217.89 Unrealized +111.9%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $4,455 Shares 23,533 Est. Cost $110.56 Unrealized +57.5%
PGR PROGRESSIVE CORP COM 1.0%
Value ($000) $4,453 Shares 18,583 Est. Cost $62.08 Unrealized +273.6%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $3,353 Shares 17,606 Est. Cost $113.13 Unrealized +55.3%
AVGO BROADCOM INC COM 0.7%
Value ($000) $3,086 Shares 13,309 Est. Cost $146.46 Unrealized +24.9%
META META PLATFORMS INC CL A 0.7%
Value ($000) $2,939 Shares 5,020 Est. Cost $236.66 Unrealized +147.1%
HD HOME DEPOT INC COM 0.6%
Value ($000) $2,818 Shares 7,245 Est. Cost $219.59 Unrealized +80.9%
KO COCA COLA CO COM 0.6%
Value ($000) $2,468 Shares 138,029 Est. Cost $52.79 Unrealized +19.5%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $2,241 Shares 10,144 Est. Cost $172.00 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $1,996 Shares 87,936 Est. Cost $31.24 Unrealized
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,978 Shares 2,562 Est. Cost $194.93 Unrealized +321.3%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $1,946 Shares 3,305 Est. Cost $371.61 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,855 Shares 11,063 Est. Cost $107.20 Unrealized +54.6%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,670 Shares 1,822 Est. Cost $379.71 Unrealized +143.0%
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $1,598 Shares 3,125 Est. Cost $320.28 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,578 Shares 5,443 Est. Cost $198.87 Unrealized +45.9%
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,572 Shares 9,434 Est. Cost $95.50 Unrealized +84.1%
WMT WALMART INC COM 0.4%
Value ($000) $1,565 Shares 17,325 Est. Cost $51.19 Unrealized +67.6%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $1,562 Shares 6,517 Est. Cost $112.20 Unrealized +103.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $1,558 Shares 2,505 Est. Cost $304.80 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,557 Shares 4,927 Est. Cost $185.59 Unrealized +60.7%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,497 Shares 18,185 Est. Cost $61.73 Unrealized +36.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,362 Shares 2 Est. Cost $325723.70 Unrealized +112.6%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,206 Shares 15,952 Est. Cost $71.05 Unrealized
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,176 Shares 1,319 Est. Cost $25.68 Unrealized +220.6%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,147 Shares 2,268 Est. Cost $467.40 Unrealized +18.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $1,070 Shares 3,654 Est. Cost $150.83 Unrealized +90.9%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,052 Shares 8,009 Est. Cost $117.28 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,006 Shares 5,661 Est. Cost $74.31 Unrealized +138.7%
MRK MERCK & CO INC COM 0.2%
Value ($000) $965 Shares 9,701 Est. Cost $89.98 Unrealized +9.7%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $946 Shares 1,796 Est. Cost $304.13 Unrealized +69.2%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $936 Shares 6,469 Est. Cost $135.25 Unrealized +10.6%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $921 Shares 4,075 Est. Cost $151.04 Unrealized +34.8%
ACT ENACT HLDGS INC COM 0.2%
Value ($000) $885 Shares 27,342 Est. Cost $30.20 Unrealized +11.7%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $884 Shares 3,356 Est. Cost $148.31 Unrealized +90.1%
XSD SPDR S&P SEMICONDUCTOR ETF 0.2%
Value ($000) $876 Shares 3,525 Est. Cost $148.37 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $871 Shares 4,706 Est. Cost $139.66 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $838 Shares 3,605 Est. Cost $127.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $820 Shares 4,153 Est. Cost $100.39 Unrealized
CRM SALESFORCE INC COM 0.2%
Value ($000) $818 Shares 2,447 Est. Cost $188.82 Unrealized +67.8%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $802 Shares 3,161 Est. Cost $171.17 Unrealized +50.3%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $782 Shares 1,608 Est. Cost $341.46 Unrealized +54.4%
LIN LINDE PLC SHS 0.2%
Value ($000) $766 Shares 1,831 Est. Cost $350.06 Unrealized +28.2%
INTU INTUIT COM 0.2%
Value ($000) $762 Shares 1,213 Est. Cost $391.31 Unrealized +62.2%
UNP UNION PAC CORP COM 0.2%
Value ($000) $729 Shares 3,197 Est. Cost $164.44 Unrealized +40.0%
AMGN AMGEN INC COM 0.2%
Value ($000) $727 Shares 2,790 Est. Cost $196.61 Unrealized +45.5%
APO APOLLO GLOBAL MGMT INC COM 0.2%
Value ($000) $724 Shares 4,381 Est. Cost $110.91 Unrealized +40.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $714 Shares 1,372 Est. Cost $372.94 Unrealized +46.8%
PEP PEPSICO INC COM 0.2%
Value ($000) $712 Shares 4,684 Est. Cost $147.32 Unrealized +6.3%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $677 Shares 4,061 Est. Cost $62.48 Unrealized +183.5%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $638 Shares 2,200 Est. Cost $217.75 Unrealized +39.6%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $629 Shares 1,168 Est. Cost $350.24 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $616 Shares 5,729 Est. Cost $52.99 Unrealized +112.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $602 Shares 6,595 Est. Cost $80.31 Unrealized +17.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $596 Shares 4,117 Est. Cost $96.76 Unrealized +50.4%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $570 Shares 1,570 Est. Cost $144.88 Unrealized +163.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $566 Shares 4,115 Est. Cost $112.17 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $551 Shares 4,873 Est. Cost $101.64 Unrealized +11.5%
ADBE ADOBE INC COM 0.1%
Value ($000) $547 Shares 1,229 Est. Cost $349.89 Unrealized +41.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $532 Shares 1,604 Est. Cost $347.11 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $532 Shares 2,838 Est. Cost $107.22 Unrealized +80.1%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $526 Shares 11,971 Est. Cost $30.32 Unrealized +41.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $520 Shares 1,730 Est. Cost $239.24 Unrealized +21.5%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $516 Shares 1,036 Est. Cost $363.12 Unrealized +38.6%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $513 Shares 4,249 Est. Cost $102.15 Unrealized +40.9%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $512 Shares 23,349 Est. Cost $17.73 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $507 Shares 7,070 Est. Cost $63.54 Unrealized +18.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $500 Shares 2,276 Est. Cost $106.89 Unrealized +102.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $499 Shares 2,223 Est. Cost $127.89 Unrealized
BLK BLACKROCK INC COM 0.1%
Value ($000) $493 Shares 481 Est. Cost $991.05 Unrealized 0.0%
AZO AUTOZONE INC COM 0.1%
Value ($000) $484 Shares 151 Est. Cost $1182.28 Unrealized +167.8%
FISV FISERV INC COM 0.1%
Value ($000) $482 Shares 2,344 Est. Cost $101.06 Unrealized +102.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $470 Shares 2,048 Est. Cost $151.42 Unrealized +61.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $458 Shares 1,856 Est. Cost $124.15 Unrealized +110.7%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $448 Shares 7,565 Est. Cost $40.72 Unrealized +36.0%
KMPR KEMPER CORP COM 0.1%
Value ($000) $436 Shares 6,565 Est. Cost $65.95 Unrealized +0.0%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $432 Shares 1,932 Est. Cost $101.44 Unrealized +144.2%
NOW SERVICENOW INC COM 0.1%
Value ($000) $416 Shares 392 Est. Cost $131.23 Unrealized +54.4%
RTX RTX CORPORATION COM 0.1%
Value ($000) $391 Shares 3,376 Est. Cost $85.82 Unrealized +37.8%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $390 Shares 3,773 Est. Cost $109.79 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $389 Shares 680 Est. Cost $326.29 Unrealized +67.0%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $387 Shares 4,777 Est. Cost $58.93 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $379 Shares 5,399 Est. Cost $42.65 Unrealized +56.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $379 Shares 1,354 Est. Cost $205.38 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $371 Shares 711 Est. Cost $303.92 Unrealized +71.4%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $371 Shares 1,404 Est. Cost $193.77 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $363 Shares 4,074 Est. Cost $83.89 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $356 Shares 1,201 Est. Cost $161.28 Unrealized +75.8%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $344 Shares 732 Est. Cost $427.90 Unrealized +15.2%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $337 Shares 1,749 Est. Cost $124.75 Unrealized +52.2%
CAVA CAVA GROUP INC COM 0.1%
Value ($000) $336 Shares 2,980 Est. Cost $77.20 Unrealized +72.7%
CME CME GROUP INC COM 0.1%
Value ($000) $336 Shares 1,445 Est. Cost $164.96 Unrealized +33.2%
DE DEERE & CO COM 0.1%
Value ($000) $330 Shares 778 Est. Cost $330.99 Unrealized +25.1%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $326 Shares 1,688 Est. Cost $123.42 Unrealized +53.4%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $325 Shares 2,920 Est. Cost $87.98 Unrealized +17.7%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $325 Shares 8,124 Est. Cost $40.38 Unrealized -2.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $325 Shares 4,293 Est. Cost $58.25 Unrealized 0.0%
BX BLACKSTONE INC COM 0.1%
Value ($000) $321 Shares 1,861 Est. Cost $107.31 Unrealized +57.3%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $318 Shares 966 Est. Cost $195.92 Unrealized +59.2%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $316 Shares 2,058 Est. Cost $124.49 Unrealized +28.1%
NI NISOURCE INC COM 0.1%
Value ($000) $314 Shares 8,547 Est. Cost $26.85 Unrealized +29.7%
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $312 Shares 1,814 Est. Cost $93.48 Unrealized +77.2%
NKE NIKE INC CL B 0.1%
Value ($000) $305 Shares 4,026 Est. Cost $96.60 Unrealized -20.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $304 Shares 15,540 Est. Cost $12.47 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $304 Shares 3,138 Est. Cost $96.90 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $301 Shares 8,017 Est. Cost $32.22 Unrealized +24.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $300 Shares 1,531 Est. Cost $197.80 Unrealized
T AT&T INC COM 0.1%
Value ($000) $296 Shares 12,992 Est. Cost $15.38 Unrealized +39.9%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $291 Shares 789 Est. Cost $315.56 Unrealized +29.7%
FDX FEDEX CORP COM 0.1%
Value ($000) $288 Shares 1,025 Est. Cost $164.52 Unrealized +65.2%
PCAR PACCAR INC COM 0.1%
Value ($000) $284 Shares 2,733 Est. Cost $67.24 Unrealized +54.5%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $283 Shares 1,282 Est. Cost $143.74 Unrealized +55.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $277 Shares 2,302 Est. Cost $93.25 Unrealized +29.3%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $275 Shares 1,960 Est. Cost $91.08 Unrealized +50.8%
CSX CSX CORP COM 0.1%
Value ($000) $273 Shares 8,447 Est. Cost $29.87 Unrealized +12.8%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $268 Shares 54 Est. Cost $3067.93 Unrealized +55.3%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $267 Shares 1,639 Est. Cost $114.13 Unrealized +57.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $265 Shares 2,005 Est. Cost $119.44 Unrealized
MCO MOODYS CORP COM 0.1%
Value ($000) $264 Shares 558 Est. Cost $346.44 Unrealized +36.6%
TGT TARGET CORP COM 0.1%
Value ($000) $263 Shares 1,948 Est. Cost $135.26 Unrealized +1.0%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $254 Shares 1,000 Est. Cost $220.43 Unrealized
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $246 Shares 1,385 Est. Cost $133.77 Unrealized +28.0%
MCK MCKESSON CORP COM 0.1%
Value ($000) $244 Shares 428 Est. Cost $505.35 Unrealized +10.3%
CB CHUBB LIMITED COM 0.1%
Value ($000) $243 Shares 879 Est. Cost $200.61 Unrealized +40.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $242 Shares 569 Est. Cost $423.02 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $238 Shares 1,179 Est. Cost $164.05 Unrealized +28.7%
MTB M & T BK CORP COM 0.1%
Value ($000) $236 Shares 1,256 Est. Cost $159.50 Unrealized +20.5%
L LOEWS CORP COM 0.1%
Value ($000) $231 Shares 2,723 Est. Cost $78.19 Unrealized +5.1%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $228 Shares 320 Est. Cost $741.39 Unrealized +12.6%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $224 Shares 1,893 Est. Cost $98.85 Unrealized +18.1%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $224 Shares 3,106 Est. Cost $74.98 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $224 Shares 556 Est. Cost $378.12 Unrealized +22.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $222 Shares 1,046 Est. Cost $208.18 Unrealized +4.1%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $220 Shares 1,074 Est. Cost $202.05 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $218 Shares 642 Est. Cost $344.92 Unrealized +7.2%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $216 Shares 1,017 Est. Cost $194.39 Unrealized +12.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $213 Shares 751 Est. Cost $278.79 Unrealized +3.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $213 Shares 1,762 Est. Cost $98.66 Unrealized +19.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $212 Shares 620 Est. Cost $332.51 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $210 Shares 1,763 Est. Cost $119.12 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $210 Shares 894 Est. Cost $233.00 Unrealized +6.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $209 Shares 1,057 Est. Cost $128.43 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $209 Shares 4,333 Est. Cost $48.33 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $209 Shares 296 Est. Cost $710.77 Unrealized +13.2%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $207 Shares 2,064 Est. Cost $96.84 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $207 Shares 3,936 Est. Cost $53.01 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $206 Shares 1,382 Est. Cost $151.68 Unrealized +3.0%
INTC INTEL CORP COM 0.0%
Value ($000) $204 Shares 10,195 Est. Cost $42.37 Unrealized -46.8%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $204 Shares 567 Est. Cost $366.32 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $204 Shares 3,412 Est. Cost $54.98 Unrealized +15.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $202 Shares 1,610 Est. Cost $119.51 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $202 Shares 1,242 Est. Cost $160.34 Unrealized +10.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $201 Shares 1,594 Est. Cost $113.83 Unrealized +13.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $201 Shares 2,024 Est. Cost $102.31 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $200 Shares 1,811 Est. Cost $92.47 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $185 Shares 12,858 Est. Cost $14.49 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $170 Shares 17,206 Est. Cost $6.71 Unrealized +47.1%
CFFN CAPITOL FED FINL INC COM 0.0%
Value ($000) $144 Shares 24,392 Est. Cost $5.37 Unrealized +9.8%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $125 Shares 13,401 Est. Cost $9.33 Unrealized
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $81 Shares 11,730 Est. Cost $6.24 Unrealized 0.0%
MESA AIR GROUP INC COM NEW 0.0%
Value ($000) $35 Shares 29,787 Est. Cost $1.21 Unrealized
XCEL BRANDS INC COM NEW 0.0%
Value ($000) $8 Shares 15,000 Est. Cost $0.75 Unrealized