Systematic Alpha Investments, LLC Diversified Active

CIK: 0001806755 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $2,230,752 (100.0% shares, 0.0% debt)

Holdings (287)

VOO Vanguard S&P 500 ETF 22.2%
Value ($000) $494,695 Shares 1,132,544 Est. Cost $359.90 Unrealized
LLY Eli Lilly and Company 7.3%
Value ($000) $162,811 Shares 279,303 Est. Cost $155.57 Unrealized +269.7%
VTV Vanguard Value ETF 6.0%
Value ($000) $133,783 Shares 894,868 Est. Cost $127.72 Unrealized
AAPL Apple Inc. 5.0%
Value ($000) $110,925 Shares 576,144 Est. Cost $120.59 Unrealized +51.6%
MSFT Microsoft Corporation 4.2%
Value ($000) $94,537 Shares 251,402 Est. Cost $218.76 Unrealized +60.2%
VIG Vanguard Dividend Appreciation ETF 2.7%
Value ($000) $60,151 Shares 353,000 Est. Cost $146.24 Unrealized
AMAT Applied Materials, Inc. 2.3%
Value ($000) $51,883 Shares 320,128 Est. Cost $92.14 Unrealized +56.5%
MRK Merck & Co., Inc. 2.0%
Value ($000) $44,773 Shares 410,682 Est. Cost $64.46 Unrealized +50.2%
NVDA NVIDIA Corporation 2.0%
Value ($000) $44,591 Shares 90,042 Est. Cost $15.54 Unrealized +198.1%
GOOGL Alphabet Inc. Class A 1.9%
Value ($000) $43,108 Shares 308,599 Est. Cost $115.42 Unrealized +15.5%
TRV Travelers Companies, Inc. 1.8%
Value ($000) $40,995 Shares 215,208 Est. Cost $123.66 Unrealized +34.8%
VUG Vanguard Growth ETF 1.8%
Value ($000) $40,623 Shares 130,672 Est. Cost $275.66 Unrealized
VGT Vanguard Information Technology ETF 1.8%
Value ($000) $39,833 Shares 82,300 Est. Cost $353.79 Unrealized
AMZN Amazon.com, Inc. 1.5%
Value ($000) $34,262 Shares 225,499 Est. Cost $126.92 Unrealized +10.4%
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5%
Value ($000) $32,880 Shares 306,488 Est. Cost $88.96 Unrealized
PEP PepsiCo, Inc. 1.5%
Value ($000) $32,851 Shares 193,425 Est. Cost $122.48 Unrealized +25.5%
UNH UnitedHealth Group Incorporated 1.4%
Value ($000) $30,179 Shares 57,323 Est. Cost $314.51 Unrealized +62.6%
MCD McDonald's Corporation 1.3%
Value ($000) $28,465 Shares 96,001 Est. Cost $193.25 Unrealized +33.9%
WM Waste Management, Inc. 1.2%
Value ($000) $26,725 Shares 149,216 Est. Cost $114.32 Unrealized +42.1%
HD Home Depot, Inc. 1.2%
Value ($000) $26,102 Shares 75,320 Est. Cost $250.62 Unrealized +17.2%
META Meta Platforms Inc. Class A 1.2%
Value ($000) $26,005 Shares 73,470 Est. Cost $276.31 Unrealized +17.0%
MA Mastercard Incorporated Class A 1.1%
Value ($000) $25,538 Shares 59,876 Est. Cost $325.58 Unrealized +22.0%
UNP Union Pacific Corporation 1.0%
Value ($000) $22,928 Shares 93,348 Est. Cost $186.66 Unrealized +12.1%
GOOG Alphabet Inc. Class C 1.0%
Value ($000) $22,374 Shares 158,759 Est. Cost $116.06 Unrealized +16.0%
SPY SPDR S&P 500 ETF Trust 0.9%
Value ($000) $20,044 Shares 42,170 Est. Cost $414.77 Unrealized
MET MetLife, Inc. 0.8%
Value ($000) $18,548 Shares 280,471 Est. Cost $38.92 Unrealized +51.0%
TLT iShares 20 Year Treasury Bond ETF 0.8%
Value ($000) $18,194 Shares 184,000 Est. Cost $98.88 Unrealized
ALL Allstate Corporation 0.8%
Value ($000) $17,769 Shares 126,941 Est. Cost $95.97 Unrealized +30.0%
AEP American Electric Power Company, Inc. 0.8%
Value ($000) $17,625 Shares 217,000 Est. Cost $72.00 Unrealized -0.4%
TGT Target Corporation 0.7%
Value ($000) $16,348 Shares 114,786 Est. Cost $159.19 Unrealized -29.0%
KMB Kimberly-Clark Corporation 0.7%
Value ($000) $16,022 Shares 131,859 Est. Cost $114.95 Unrealized -3.3%
CSCO Cisco Systems, Inc. 0.7%
Value ($000) $15,892 Shares 314,568 Est. Cost $38.68 Unrealized +24.0%
ABBV AbbVie, Inc. 0.7%
Value ($000) $15,231 Shares 98,285 Est. Cost $80.54 Unrealized +68.5%
BMY Bristol-Myers Squibb Company 0.7%
Value ($000) $15,203 Shares 296,292 Est. Cost $51.15 Unrealized -8.1%
AVY Avery Dennison Corporation 0.6%
Value ($000) $14,281 Shares 70,644 Est. Cost $149.81 Unrealized +19.8%
ES Eversource Energy 0.6%
Value ($000) $13,958 Shares 226,152 Est. Cost $72.36 Unrealized -28.1%
SLF Sun Life Financial Inc. 0.6%
Value ($000) $13,007 Shares 250,808 Est. Cost $45.07 Unrealized +9.2%
VESIX Yum! Brands, Inc. 0.6%
Value ($000) $12,754 Shares 370,654 Est. Cost $34.41 Unrealized
PFE Pfizer Inc. 0.5%
Value ($000) $12,222 Shares 424,515 Est. Cost $28.76 Unrealized -8.2%
TMUS T-Mobile US, Inc. 0.5%
Value ($000) $11,707 Shares 73,020 Est. Cost $121.01 Unrealized +18.3%
VZ Verizon Communications Inc. 0.5%
Value ($000) $11,646 Shares 308,920 Est. Cost $43.90 Unrealized -29.4%
RTX RTX Corp. 0.5%
Value ($000) $11,291 Shares 134,190 Est. Cost $63.81 Unrealized +18.5%
INTC Intel Corporation 0.5%
Value ($000) $10,823 Shares 215,388 Est. Cost $47.09 Unrealized -15.0%
KO Coca-Cola Company 0.5%
Value ($000) $10,154 Shares 172,300 Est. Cost $44.27 Unrealized +20.3%
XLF Financial Select Sector SPDR Fund 0.4%
Value ($000) $9,340 Shares 248,410 Est. Cost $38.50 Unrealized
EIX Edison International 0.4%
Value ($000) $9,307 Shares 130,188 Est. Cost $47.64 Unrealized +24.9%
TFC Truist Financial Corporation 0.4%
Value ($000) $8,637 Shares 233,937 Est. Cost $38.41 Unrealized -26.5%
MO Altria Group, Inc. 0.4%
Value ($000) $8,578 Shares 212,638 Est. Cost $27.38 Unrealized +27.1%
Lam Research Corporation 0.4%
Value ($000) $8,529 Shares 10,889 Est. Cost $472.26 Unrealized
AVGO Broadcom Inc. 0.4%
Value ($000) $8,211 Shares 7,356 Est. Cost $36.43 Unrealized +153.2%
NFLX Netflix, Inc. 0.4%
Value ($000) $8,161 Shares 16,761 Est. Cost $48.20 Unrealized -9.4%
AMD Advanced Micro Devices, Inc. 0.4%
Value ($000) $8,051 Shares 54,613 Est. Cost $86.01 Unrealized +37.0%
Unilever PLC Sponsored ADR 0.3%
Value ($000) $7,169 Shares 147,881 Est. Cost $59.57 Unrealized
AGG iShares Core U.S. Aggregate Bond ETF 0.3%
Value ($000) $7,146 Shares 72,000 Est. Cost $118.19 Unrealized
MCHP Microchip Technology Incorporated 0.3%
Value ($000) $7,124 Shares 79,000 Est. Cost $62.24 Unrealized +23.6%
AAMI BrightSphere Investment Group, Inc. 0.3%
Value ($000) $7,091 Shares 370,108 Est. Cost $16.68 Unrealized +5.6%
TSLA Tesla, Inc. 0.3%
Value ($000) $6,766 Shares 27,228 Est. Cost $258.47 Unrealized -8.1%
JPM JPMorgan Chase & Co. 0.3%
Value ($000) $6,260 Shares 36,804 Est. Cost $126.65 Unrealized +14.4%
SPYD SPDR Portfolio S&P 500 High Dividend ETF 0.3%
Value ($000) $5,784 Shares 147,601 Est. Cost $40.31 Unrealized
SLM SLM Corp 0.2%
Value ($000) $5,314 Shares 277,906 Est. Cost $10.52 Unrealized +43.6%
ADBE Adobe Inc. 0.2%
Value ($000) $4,844 Shares 8,120 Est. Cost $495.65 Unrealized +16.4%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2%
Value ($000) $4,554 Shares 70,000 Est. Cost $65.06 Unrealized
CRM Salesforce, Inc. 0.2%
Value ($000) $4,111 Shares 15,624 Est. Cost $237.27 Unrealized -5.8%
BEN Franklin Resources, Inc. 0.2%
Value ($000) $3,759 Shares 126,200 Est. Cost $26.56 Unrealized -17.3%
QCOM QUALCOMM Incorporated 0.1%
Value ($000) $3,231 Shares 22,342 Est. Cost $124.59 Unrealized -5.0%
PSA Public Storage 0.1%
Value ($000) $2,754 Shares 9,030 Est. Cost $183.60 Unrealized +32.2%
BA Boeing Company 0.1%
Value ($000) $2,617 Shares 10,038 Est. Cost $208.69 Unrealized +2.5%
MDT Medtronic Plc 0.1%
Value ($000) $2,447 Shares 29,701 Est. Cost $101.86 Unrealized -29.9%
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $2,358 Shares 21,781 Est. Cost $89.59 Unrealized +11.1%
WMT Walmart Inc. 0.1%
Value ($000) $2,317 Shares 14,700 Est. Cost $45.24 Unrealized +14.1%
BAC Bank of America Corp 0.1%
Value ($000) $2,273 Shares 67,508 Est. Cost $31.70 Unrealized -12.9%
FCX Freeport-McMoRan, Inc. 0.1%
Value ($000) $2,263 Shares 53,157 Est. Cost $33.03 Unrealized +8.7%
V Visa Inc. Class A 0.1%
Value ($000) $2,258 Shares 8,673 Est. Cost $215.50 Unrealized +12.6%
IVZ Invesco Ltd. 0.1%
Value ($000) $2,251 Shares 126,193 Est. Cost $12.93 Unrealized +1.0%
CVX Chevron Corporation 0.1%
Value ($000) $2,216 Shares 14,854 Est. Cost $97.08 Unrealized +41.9%
VFC V.F. Corporation 0.1%
Value ($000) $2,195 Shares 116,777 Est. Cost $80.95 Unrealized -78.8%
SO Southern Company 0.1%
Value ($000) $2,104 Shares 30,000 Est. Cost $49.52 Unrealized +28.7%
FANG Diamondback Energy, Inc. 0.1%
Value ($000) $1,863 Shares 12,013 Est. Cost $65.95 Unrealized +118.8%
CMG Chipotle Mexican Grill, Inc. 0.1%
Value ($000) $1,788 Shares 782 Est. Cost $29.88 Unrealized +39.3%
APA APA Corporation 0.1%
Value ($000) $1,722 Shares 48,003 Est. Cost $22.30 Unrealized +55.3%
RCL Royal Caribbean Group 0.1%
Value ($000) $1,711 Shares 13,214 Est. Cost $79.49 Unrealized +26.0%
ORLY O'Reilly Automotive, Inc. 0.1%
Value ($000) $1,710 Shares 1,800 Est. Cost $44.67 Unrealized +41.5%
OTIS Otis Worldwide Corporation 0.1%
Value ($000) $1,665 Shares 18,610 Est. Cost $65.86 Unrealized +21.8%
MS Morgan Stanley 0.1%
Value ($000) $1,616 Shares 17,326 Est. Cost $85.71 Unrealized -12.7%
HPQ HP Inc. 0.1%
Value ($000) $1,595 Shares 53,000 Est. Cost $28.81 Unrealized -10.6%
CE Celanese Corporation 0.1%
Value ($000) $1,554 Shares 10,000 Est. Cost $151.80 Unrealized -16.1%
CARR Carrier Global Corp. 0.1%
Value ($000) $1,482 Shares 25,789 Est. Cost $36.59 Unrealized +40.9%
ALGN Align Technology, Inc. 0.1%
Value ($000) $1,443 Shares 5,266 Est. Cost $475.71 Unrealized -50.2%
MAR Marriott International, Inc. Class A 0.1%
Value ($000) $1,385 Shares 6,143 Est. Cost $139.14 Unrealized +42.7%
Arista Networks, Inc. 0.1%
Value ($000) $1,372 Shares 5,824 Est. Cost $200.68 Unrealized
PHM PulteGroup, Inc. 0.1%
Value ($000) $1,351 Shares 13,088 Est. Cost $48.02 Unrealized +74.1%
MGM MGM Resorts International 0.1%
Value ($000) $1,308 Shares 29,270 Est. Cost $40.73 Unrealized -3.7%
LEN Lennar Corporation Class A 0.1%
Value ($000) $1,288 Shares 8,639 Est. Cost $83.01 Unrealized +40.8%
QQQ Invesco QQQ Trust Series I 0.1%
Value ($000) $1,282 Shares 3,130 Est. Cost $320.93 Unrealized
BSX Boston Scientific Corporation 0.1%
Value ($000) $1,258 Shares 21,760 Est. Cost $47.13 Unrealized +13.3%
GS Goldman Sachs Group, Inc. 0.1%
Value ($000) $1,232 Shares 3,194 Est. Cost $253.88 Unrealized +25.2%
NUE Nucor Corporation 0.1%
Value ($000) $1,222 Shares 7,020 Est. Cost $96.25 Unrealized +59.3%
SSNHZ Samsung Electronics Co., Ltd. Sponsored GDR 0.1%
Value ($000) $1,219 Shares 800 Est. Cost $1093.32 Unrealized
TMO Thermo Fisher Scientific Inc. 0.1%
Value ($000) $1,219 Shares 2,296 Est. Cost $507.04 Unrealized -5.2%
PBI Pitney Bowes Inc. 0.1%
Value ($000) $1,210 Shares 275,000 Est. Cost $6.01 Unrealized -35.5%
BRC Brady Corporation Class A 0.1%
Value ($000) $1,186 Shares 20,200 Est. Cost $50.04 Unrealized +6.8%
KLAC KLA Corporation 0.1%
Value ($000) $1,140 Shares 1,961 Est. Cost $280.51 Unrealized +82.1%
SLB Schlumberger N.V. 0.0%
Value ($000) $1,115 Shares 21,425 Est. Cost $26.00 Unrealized +97.0%
SNPS Synopsys, Inc. 0.0%
Value ($000) $1,057 Shares 2,053 Est. Cost $303.56 Unrealized +68.4%
F Ford Motor Company 0.0%
Value ($000) $974 Shares 79,942 Est. Cost $11.23 Unrealized -14.2%
URI United Rentals, Inc. 0.0%
Value ($000) $960 Shares 1,674 Est. Cost $204.61 Unrealized +126.1%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $950 Shares 36,400 Est. Cost $54.89 Unrealized
Pioneer Natural Resources Company 0.0%
Value ($000) $944 Shares 4,198 Est. Cost $128.18 Unrealized
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $937 Shares 6,315 Est. Cost $51.79 Unrealized +174.1%
HSBC HSBC Holdings PLC Sponsored ADR 0.0%
Value ($000) $932 Shares 23,000 Est. Cost $29.13 Unrealized
CPRT Copart, Inc. 0.0%
Value ($000) $930 Shares 18,972 Est. Cost $37.42 Unrealized +26.2%
TER Teradyne, Inc. 0.0%
Value ($000) $922 Shares 8,500 Est. Cost $123.72 Unrealized -24.0%
NOW ServiceNow, Inc. 0.0%
Value ($000) $881 Shares 1,247 Est. Cost $121.10 Unrealized +4.1%
CI Cigna Group 0.0%
Value ($000) $845 Shares 2,821 Est. Cost $210.98 Unrealized +33.1%
WDC Western Digital Corporation 0.0%
Value ($000) $838 Shares 16,000 Est. Cost $33.07 Unrealized +5.4%
BKR Baker Hughes Company Class A 0.0%
Value ($000) $817 Shares 23,912 Est. Cost $20.01 Unrealized +62.4%
NOC Northrop Grumman Corp. 0.0%
Value ($000) $796 Shares 1,700 Est. Cost $333.78 Unrealized +35.4%
CBRE CBRE Group, Inc. Class A 0.0%
Value ($000) $775 Shares 8,328 Est. Cost $73.58 Unrealized +5.7%
ELV Elevance Health, Inc. 0.0%
Value ($000) $753 Shares 1,597 Est. Cost $286.17 Unrealized +56.1%
Hess Corporation 0.0%
Value ($000) $718 Shares 4,980 Est. Cost $82.53 Unrealized
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $680 Shares 2,498 Est. Cost $171.96 Unrealized +49.8%
ATKR Atkore Inc 0.0%
Value ($000) $672 Shares 4,200 Est. Cost $73.44 Unrealized +81.2%
CHE Chemed Corporation 0.0%
Value ($000) $643 Shares 1,100 Est. Cost $475.26 Unrealized +16.8%
RJF Raymond James Financial, Inc. 0.0%
Value ($000) $636 Shares 5,700 Est. Cost $82.26 Unrealized +21.3%
HSY Hershey Company 0.0%
Value ($000) $634 Shares 3,401 Est. Cost $212.11 Unrealized -16.2%
Marathon Oil Corporation 0.0%
Value ($000) $631 Shares 26,098 Est. Cost $16.32 Unrealized
ETSY Etsy, Inc. 0.0%
Value ($000) $610 Shares 7,528 Est. Cost $202.76 Unrealized -64.7%
TOL Toll Brothers, Inc. 0.0%
Value ($000) $606 Shares 5,900 Est. Cost $57.66 Unrealized +44.5%
FTNT Fortinet, Inc. 0.0%
Value ($000) $606 Shares 10,359 Est. Cost $53.36 Unrealized +3.6%
DECK Deckers Outdoor Corporation 0.0%
Value ($000) $602 Shares 900 Est. Cost $69.90 Unrealized +45.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $600 Shares 4,800 Est. Cost $118.05 Unrealized
FCFS FirstCash Holdings, Inc. 0.0%
Value ($000) $596 Shares 5,500 Est. Cost $86.84 Unrealized +21.1%
OGN Organon & Co. 0.0%
Value ($000) $592 Shares 41,067 Est. Cost $26.93 Unrealized -54.2%
NWSA News Corporation Class A 0.0%
Value ($000) $583 Shares 23,740 Est. Cost $22.74 Unrealized -5.9%
RF Regions Financial Corporation 0.0%
Value ($000) $574 Shares 29,615 Est. Cost $16.56 Unrealized -9.1%
VTRS Viatris, Inc. 0.0%
Value ($000) $571 Shares 52,730 Est. Cost $13.24 Unrealized -34.4%
LNC Lincoln National Corp 0.0%
Value ($000) $559 Shares 20,738 Est. Cost $43.14 Unrealized -50.8%
BABA Alibaba Group Holding Limited Sponsored ADR 0.0%
Value ($000) $550 Shares 7,100 Est. Cost $232.72 Unrealized
GE General Electric Company 0.0%
Value ($000) $542 Shares 4,243 Est. Cost $62.95 Unrealized +45.3%
MGY Magnolia Oil & Gas Corp. Class A 0.0%
Value ($000) $541 Shares 25,400 Est. Cost $12.85 Unrealized +70.4%
PWR Quanta Services, Inc. 0.0%
Value ($000) $538 Shares 2,493 Est. Cost $99.50 Unrealized +85.2%
COP ConocoPhillips 0.0%
Value ($000) $535 Shares 4,610 Est. Cost $49.31 Unrealized +122.5%
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $523 Shares 2,950 Est. Cost $101.07 Unrealized +54.0%
HAL Halliburton Company 0.0%
Value ($000) $499 Shares 13,816 Est. Cost $18.81 Unrealized +93.7%
BRK/B Berkshire Hathaway Inc. Class B 0.0%
Value ($000) $480 Shares 1,346 Est. Cost $300.50 Unrealized +16.8%
ALB Albemarle Corporation 0.0%
Value ($000) $468 Shares 3,237 Est. Cost $112.15 Unrealized +17.8%
EEFT Euronet Worldwide, Inc. 0.0%
Value ($000) $467 Shares 4,600 Est. Cost $108.17 Unrealized -21.2%
IX ORIX Corporation Sponsored ADR 0.0%
Value ($000) $463 Shares 4,962 Est. Cost $99.76 Unrealized
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 0.0%
Value ($000) $458 Shares 4,400 Est. Cost $116.36 Unrealized
CNC Centene Corporation 0.0%
Value ($000) $455 Shares 6,134 Est. Cost $63.89 Unrealized +12.9%
DVN Devon Energy Corporation 0.0%
Value ($000) $449 Shares 9,918 Est. Cost $22.52 Unrealized +88.3%
BBWI Bath & Body Works, Inc. 0.0%
Value ($000) $448 Shares 10,370 Est. Cost $57.14 Unrealized -44.6%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $444 Shares 2,438 Est. Cost $124.85 Unrealized +30.0%
KR Kroger Co. 0.0%
Value ($000) $443 Shares 9,700 Est. Cost $34.11 Unrealized +24.3%
NWL Newell Brands Inc 0.0%
Value ($000) $434 Shares 50,000 Est. Cost $15.57 Unrealized -55.6%
DIS Walt Disney Company 0.0%
Value ($000) $427 Shares 4,731 Est. Cost $174.14 Unrealized -50.5%
SKM Sk Telecom Co Ltd Sponsored ADR 0.0%
Value ($000) $426 Shares 19,900 Est. Cost $19.51 Unrealized
MCK McKesson Corporation 0.0%
Value ($000) $417 Shares 900 Est. Cost $314.09 Unrealized +43.4%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $416 Shares 10,115 Est. Cost $52.05 Unrealized
MOS Mosaic Company 0.0%
Value ($000) $416 Shares 11,633 Est. Cost $28.93 Unrealized +14.4%
DOX Amdocs Limited 0.0%
Value ($000) $413 Shares 4,700 Est. Cost $86.60 Unrealized -8.7%
CPB Campbell Soup Company 0.0%
Value ($000) $411 Shares 9,500 Est. Cost $43.71 Unrealized -12.9%
CTS CTS Corporation 0.0%
Value ($000) $409 Shares 9,360 Est. Cost $33.82 Unrealized +18.2%
GEN Gen Digital Inc. 0.0%
Value ($000) $406 Shares 17,776 Est. Cost $23.75 Unrealized -19.9%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $403 Shares 10,018 Est. Cost $40.21 Unrealized
KNSL Kinsale Capital Group, Inc. 0.0%
Value ($000) $402 Shares 1,200 Est. Cost $247.88 Unrealized +49.2%
UFPI UFP Industries, Inc. 0.0%
Value ($000) $402 Shares 3,200 Est. Cost $83.43 Unrealized +29.4%
WBS Webster Financial Corporation 0.0%
Value ($000) $396 Shares 7,792 Est. Cost $59.37 Unrealized -27.2%
PVH PVH Corp. 0.0%
Value ($000) $387 Shares 3,169 Est. Cost $59.28 Unrealized +50.5%
ALSN Allison Transmission Holdings, Inc. 0.0%
Value ($000) $384 Shares 6,600 Est. Cost $43.18 Unrealized +26.0%
AMT American Tower Corporation 0.0%
Value ($000) $381 Shares 1,764 Est. Cost $223.25 Unrealized -21.5%
BIGGQ Big Lots, Inc. 0.0%
Value ($000) $363 Shares 46,600 Est. Cost $43.89 Unrealized -88.3%
DXC DXC Technology Co. 0.0%
Value ($000) $356 Shares 15,578 Est. Cost $37.86 Unrealized -41.2%
CTVA Corteva Inc 0.0%
Value ($000) $355 Shares 7,400 Est. Cost $48.99 Unrealized -5.0%
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $354 Shares 5,761 Est. Cost $234.70 Unrealized -75.6%
UMC United Microelectronics Corp. Sponsored ADR 0.0%
Value ($000) $354 Shares 41,800 Est. Cost $10.84 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $347 Shares 1,029 Est. Cost $243.83 Unrealized +22.3%
RDY Dr. Reddy's Laboratories Ltd. Sponsored ADR 0.0%
Value ($000) $341 Shares 4,900 Est. Cost $63.67 Unrealized
ASO Academy Sports and Outdoors, Inc. 0.0%
Value ($000) $337 Shares 5,100 Est. Cost $42.63 Unrealized +16.7%
IBM International Business Machines Corporation 0.0%
Value ($000) $334 Shares 2,040 Est. Cost $95.11 Unrealized +48.8%
EBAY eBay Inc. 0.0%
Value ($000) $331 Shares 7,580 Est. Cost $66.14 Unrealized -39.8%
ADI Analog Devices, Inc. 0.0%
Value ($000) $311 Shares 1,567 Est. Cost $155.29 Unrealized +10.9%
NWS News Corporation Class B 0.0%
Value ($000) $296 Shares 11,500 Est. Cost $22.00 Unrealized +1.5%
STT State Street Corporation 0.0%
Value ($000) $294 Shares 3,798 Est. Cost $69.85 Unrealized -7.2%
Discover Financial Services 0.0%
Value ($000) $286 Shares 2,547 Est. Cost $113.47 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $286 Shares 2,181 Est. Cost $118.39 Unrealized -11.7%
EXPE Expedia Group, Inc. 0.0%
Value ($000) $279 Shares 1,837 Est. Cost $104.01 Unrealized +16.8%
DHR Danaher Corporation 0.0%
Value ($000) $279 Shares 1,205 Est. Cost $217.14 Unrealized -3.1%
EA Electronic Arts Inc. 0.0%
Value ($000) $276 Shares 2,020 Est. Cost $137.03 Unrealized -4.6%
IR Ingersoll Rand Inc. 0.0%
Value ($000) $275 Shares 3,562 Est. Cost $56.20 Unrealized +21.4%
DOW Dow, Inc. 0.0%
Value ($000) $275 Shares 5,020 Est. Cost $49.78 Unrealized -10.3%
TGLS Tecnoglass Inc. 0.0%
Value ($000) $270 Shares 5,900 Est. Cost $25.27 Unrealized +41.2%
DXCM DexCom, Inc. 0.0%
Value ($000) $270 Shares 2,172 Est. Cost $109.79 Unrealized -6.9%
IBN ICICI Bank Limited Sponsored ADR 0.0%
Value ($000) $269 Shares 11,300 Est. Cost $19.03 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $260 Shares 544 Est. Cost $384.21 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd. 0.0%
Value ($000) $255 Shares 12,708 Est. Cost $25.45 Unrealized -37.0%
TKO TKO Group Holdings, Inc. Class A 0.0%
Value ($000) $253 Shares 3,100 Est. Cost $99.79 Unrealized -21.4%
QRVO Qorvo, Inc. 0.0%
Value ($000) $243 Shares 2,160 Est. Cost $101.44 Unrealized -4.8%
WAL Western Alliance Bancorp 0.0%
Value ($000) $238 Shares 3,620 Est. Cost $44.70 Unrealized +7.6%
ODFL Old Dominion Freight Line, Inc. 0.0%
Value ($000) $235 Shares 581 Est. Cost $164.72 Unrealized +18.9%
PAYC Paycom Software, Inc. 0.0%
Value ($000) $235 Shares 1,137 Est. Cost $375.18 Unrealized -44.6%
LIN Linde plc 0.0%
Value ($000) $232 Shares 564 Est. Cost $322.30 Unrealized +19.0%
DRI Darden Restaurants, Inc. 0.0%
Value ($000) $227 Shares 1,380 Est. Cost $135.10 Unrealized +5.0%
JCI Johnson Controls International plc 0.0%
Value ($000) $225 Shares 3,909 Est. Cost $57.70 Unrealized -12.1%
BKZHY Santander Bank Polska SA Unsponsored ADR 0.0%
Value ($000) $224 Shares 9,000 Est. Cost $24.91 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $218 Shares 4,238 Est. Cost $44.28 Unrealized -6.6%
KEY KeyCorp 0.0%
Value ($000) $210 Shares 14,601 Est. Cost $16.22 Unrealized -34.3%
MU Micron Technology, Inc. 0.0%
Value ($000) $210 Shares 2,461 Est. Cost $66.28 Unrealized +11.1%
UAL United Airlines Holdings, Inc. 0.0%
Value ($000) $208 Shares 5,047 Est. Cost $47.92 Unrealized -17.9%
LKQ LKQ Corporation 0.0%
Value ($000) $207 Shares 4,336 Est. Cost $47.75 Unrealized -8.5%
EW Edwards Lifesciences Corporation 0.0%
Value ($000) $204 Shares 2,670 Est. Cost $78.60 Unrealized -11.5%
LOW Lowe's Companies, Inc. 0.0%
Value ($000) $201 Shares 903 Est. Cost $192.20 Unrealized +1.3%
PGR Progressive Corporation 0.0%
Value ($000) $200 Shares 1,257 Est. Cost $120.35 Unrealized +19.1%
HCA HCA Healthcare Inc 0.0%
Value ($000) $200 Shares 738 Est. Cost $248.02 Unrealized -2.0%
SPGI S&P Global, Inc. 0.0%
Value ($000) $199 Shares 452 Est. Cost $385.89 Unrealized +0.6%
Masonite International Corp. 0.0%
Value ($000) $195 Shares 2,300 Est. Cost $90.77 Unrealized
CPRI Capri Holdings Limited 0.0%
Value ($000) $195 Shares 3,875 Est. Cost $45.35 Unrealized +10.0%
FMC FMC Corporation 0.0%
Value ($000) $189 Shares 3,000 Est. Cost $94.77 Unrealized -44.6%
BlackRock, Inc. 0.0%
Value ($000) $187 Shares 230 Est. Cost $646.49 Unrealized
WY Weyerhaeuser Company 0.0%
Value ($000) $186 Shares 5,350 Est. Cost $28.59 Unrealized +1.9%
FMX Fomento Economico Mexicano SAB de CV Sponsored ADR Class B 0.0%
Value ($000) $176 Shares 1,350 Est. Cost $109.15 Unrealized
HUM Humana Inc. 0.0%
Value ($000) $174 Shares 380 Est. Cost $456.59 Unrealized +5.1%
LPLA LPL Financial Holdings Inc. 0.0%
Value ($000) $173 Shares 760 Est. Cost $228.60 Unrealized -1.7%
LYV Live Nation Entertainment, Inc. 0.0%
Value ($000) $173 Shares 1,847 Est. Cost $87.14 Unrealized -1.2%
IMMR Immersion Corporation 0.0%
Value ($000) $172 Shares 24,400 Est. Cost $7.57 Unrealized -12.2%
SBUX Starbucks Corporation 0.0%
Value ($000) $171 Shares 1,776 Est. Cost $97.06 Unrealized -5.0%
MCO Moody's Corporation 0.0%
Value ($000) $162 Shares 416 Est. Cost $333.80 Unrealized +2.4%
Aptiv PLC 0.0%
Value ($000) $161 Shares 1,798 Est. Cost $98.59 Unrealized
OKE ONEOK, Inc. 0.0%
Value ($000) $156 Shares 2,218 Est. Cost $57.32 Unrealized +5.3%
Paramount Global Class B 0.0%
Value ($000) $154 Shares 10,428 Est. Cost $36.19 Unrealized
MDY SPDR S&P Midcap 400 ETF Trust 0.0%
Value ($000) $152 Shares 300 Est. Cost $456.64 Unrealized
CVS CVS Health Corporation 0.0%
Value ($000) $150 Shares 1,904 Est. Cost $64.57 Unrealized +1.3%
FTI TechnipFMC plc 0.0%
Value ($000) $144 Shares 7,162 Est. Cost $18.55 Unrealized +8.8%
ADSK Autodesk, Inc. 0.0%
Value ($000) $140 Shares 574 Est. Cost $205.89 Unrealized +4.9%
HMY Harmony Gold Mining Co. Ltd. Sponsored ADR 0.0%
Value ($000) $133 Shares 21,600 Est. Cost $6.15 Unrealized
SBAC SBA Communications Corp. Class A 0.0%
Value ($000) $131 Shares 516 Est. Cost $212.78 Unrealized +1.3%
GAP Gap, Inc. 0.0%
Value ($000) $129 Shares 6,173 Est. Cost $9.43 Unrealized +60.3%
CCL Carnival Corporation 0.0%
Value ($000) $129 Shares 6,934 Est. Cost $16.57 Unrealized -12.4%
VYM Vanguard High Dividend Yield Index ETF 0.0%
Value ($000) $128 Shares 1,150 Est. Cost $105.50 Unrealized
FE FirstEnergy Corp. 0.0%
Value ($000) $128 Shares 3,500 Est. Cost $33.70 Unrealized -1.6%
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $128 Shares 3,860 Est. Cost $25.76 Unrealized -2.1%
PLD Prologis, Inc. 0.0%
Value ($000) $127 Shares 954 Est. Cost $111.93 Unrealized -5.6%
SYF Synchrony Financial 0.0%
Value ($000) $124 Shares 3,258 Est. Cost $31.63 Unrealized -4.1%
WAB Westinghouse Air Brake Technologies Corporation 0.0%
Value ($000) $122 Shares 965 Est. Cost $100.52 Unrealized +11.1%
CMA Comerica Incorporated 0.0%
Value ($000) $122 Shares 2,180 Est. Cost $41.97 Unrealized -3.1%
ICE Intercontinental Exchange, Inc. 0.0%
Value ($000) $116 Shares 901 Est. Cost $100.24 Unrealized +10.2%
FISV Fiserv, Inc. 0.0%
Value ($000) $112 Shares 844 Est. Cost $110.00 Unrealized +11.6%
TXN Texas Instruments Incorporated 0.0%
Value ($000) $111 Shares 651 Est. Cost $161.35 Unrealized -9.8%
PM Philip Morris International Inc. 0.0%
Value ($000) $106 Shares 1,126 Est. Cost $86.95 Unrealized -3.7%
PDD PDD Holdings Inc. Sponsored ADR Class A 0.0%
Value ($000) $102 Shares 700 Est. Cost $75.90 Unrealized
KD Kyndryl Holdings Incorporation 0.0%
Value ($000) $100 Shares 4,808 Est. Cost $14.83 Unrealized +15.2%
BDX Becton, Dickinson and Company 0.0%
Value ($000) $95 Shares 388 Est. Cost $258.28 Unrealized -8.4%
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $93 Shares 761 Est. Cost $122.33 Unrealized -10.6%
VSCO Victoria's Secret & Company 0.0%
Value ($000) $92 Shares 3,456 Est. Cost $18.91 Unrealized +12.2%
WTW Willis Towers Watson Public Limited Company 0.0%
Value ($000) $89 Shares 369 Est. Cost $225.07 Unrealized 0.0%
SPG Simon Property Group, Inc. 0.0%
Value ($000) $88 Shares 614 Est. Cost $101.94 Unrealized +6.3%
GPN Global Payments Inc. 0.0%
Value ($000) $87 Shares 686 Est. Cost $105.24 Unrealized +7.6%
IEV iShares Europe ETF 0.0%
Value ($000) $85 Shares 1,600 Est. Cost $47.73 Unrealized
EQIX Equinix, Inc. 0.0%
Value ($000) $84 Shares 104 Est. Cost $733.71 Unrealized 0.0%
ZTS Zoetis, Inc. Class A 0.0%
Value ($000) $80 Shares 404 Est. Cost $172.86 Unrealized 0.0%
XYZ Block, Inc. Class A 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $74.85 Unrealized -24.5%
ACN Accenture Plc Class A 0.0%
Value ($000) $77 Shares 220 Est. Cost $312.68 Unrealized 0.0%
MSCI MSCI Inc. Class A 0.0%
Value ($000) $76 Shares 135 Est. Cost $503.30 Unrealized 0.0%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $73 Shares 707 Est. Cost $82.68 Unrealized +4.8%
CMCSA Comcast Corporation Class A 0.0%
Value ($000) $72 Shares 1,643 Est. Cost $41.49 Unrealized -3.4%
STZ Constellation Brands, Inc. Class A 0.0%
Value ($000) $70 Shares 290 Est. Cost $227.93 Unrealized 0.0%
CBZ CBIZ, Inc. 0.0%
Value ($000) $70 Shares 1,118 Est. Cost $48.17 Unrealized +17.2%
APH Amphenol Corporation Class A 0.0%
Value ($000) $69 Shares 700 Est. Cost $38.49 Unrealized +12.7%
IMOS ChipMOS TECHNOLOGIES INC Sponsored ADR 0.0%
Value ($000) $69 Shares 2,526 Est. Cost $25.11 Unrealized
EOG EOG Resources, Inc. 0.0%
Value ($000) $65 Shares 535 Est. Cost $117.17 Unrealized -1.4%
TTWO Take-Two Interactive Software, Inc. 0.0%
Value ($000) $64 Shares 400 Est. Cost $149.20 Unrealized 0.0%
UBER Uber Technologies, Inc. 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $31.72 Unrealized +64.9%
SWK Stanley Black & Decker, Inc. 0.0%
Value ($000) $60 Shares 608 Est. Cost $75.01 Unrealized +7.6%
KIM Kimco Realty Corporation 0.0%
Value ($000) $57 Shares 2,698 Est. Cost $17.25 Unrealized -1.4%
WYNN Wynn Resorts, Limited 0.0%
Value ($000) $56 Shares 614 Est. Cost $101.66 Unrealized -14.7%
PFG Principal Financial Group, Inc. 0.0%
Value ($000) $55 Shares 700 Est. Cost $76.24 Unrealized -12.2%
SCHW Charles Schwab Corp 0.0%
Value ($000) $54 Shares 781 Est. Cost $59.45 Unrealized -5.6%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $52 Shares 800 Est. Cost $60.95 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $63.55 Unrealized
FLS Flowserve Corporation 0.0%
Value ($000) $45 Shares 1,101 Est. Cost $31.76 Unrealized +16.6%
CIG/C Companhia Energetica de Minas Gerais SA Sponsored ADR 0.0%
Value ($000) $44 Shares 14,000 Est. Cost $3.21 Unrealized
OXY/WS Occidental Petroleum Corporation Warrant 2020-03.08.27 on Occidental Pete 0.0%
Value ($000) $42 Shares 1,080 Est. Cost $41.00 Unrealized
VALE Vale S.A. Sponsored ADR 0.0%
Value ($000) $37 Shares 2,316 Est. Cost $13.40 Unrealized
SIM Grupo Simec SAB de CV Sponsored ADR Class B 0.0%
Value ($000) $35 Shares 1,114 Est. Cost $34.81 Unrealized
AUOTY AUO Corporation Sponsored ADR 0.0%
Value ($000) $34 Shares 5,712 Est. Cost $5.08 Unrealized
THNPY Technip Energies NV Sponsored ADR 0.0%
Value ($000) $33 Shares 1,432 Est. Cost $24.96 Unrealized
WBD Warner Bros. Discovery, Inc. Series A 0.0%
Value ($000) $32 Shares 2,840 Est. Cost $12.48 Unrealized -13.5%