Davis Capital Management Diversified Active

CIK: 0001811806 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $144,286 (100.0% shares, 0.0% debt)

Holdings (614)

SCHB SCHWAB U.S. BROAD MARKET ETF 14.0%
Value ($000) $20,248 Shares 787,550 Est. Cost $33.03 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 5.4%
Value ($000) $7,761 Shares 284,286 Est. Cost $41.55 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 5.0%
Value ($000) $7,239 Shares 310,951 Est. Cost $25.41 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 3.6%
Value ($000) $5,156 Shares 184,812 Est. Cost $36.40 Unrealized
GOOG ALPHABET INC CAP STK CL C 2.9%
Value ($000) $4,253 Shares 17,464 Est. Cost $133.85 Unrealized +56.8%
AAPL APPLE INC. 2.7%
Value ($000) $3,961 Shares 15,556 Est. Cost $158.60 Unrealized +42.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.6%
Value ($000) $3,744 Shares 11,410 Est. Cost $140.41 Unrealized
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $3,497 Shares 6,752 Est. Cost $268.79 Unrealized +89.3%
ALL ALLSTATE CORP COM 1.9%
Value ($000) $2,767 Shares 12,891 Est. Cost $110.79 Unrealized +80.7%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $2,669 Shares 12,155 Est. Cost $146.45 Unrealized +54.6%
BK BANK NEW YORK MELLON CORP COM 1.8%
Value ($000) $2,668 Shares 24,490 Est. Cost $38.83 Unrealized +161.0%
ORCL ORACLE CORP COM 1.7%
Value ($000) $2,385 Shares 8,479 Est. Cost $47.50 Unrealized +435.0%
V VISA INC COM CL A 1.6%
Value ($000) $2,370 Shares 6,941 Est. Cost $217.84 Unrealized +58.4%
WMT WALMART INC COM 1.6%
Value ($000) $2,245 Shares 21,786 Est. Cost $48.93 Unrealized +102.8%
RSG REPUBLIC SVCS INC COM 1.6%
Value ($000) $2,240 Shares 9,761 Est. Cost $92.14 Unrealized +153.2%
CSCO CISCO SYS INC COM 1.5%
Value ($000) $2,222 Shares 32,482 Est. Cost $47.25 Unrealized +42.6%
UNP UNION PAC CORP COM 1.4%
Value ($000) $2,086 Shares 8,824 Est. Cost $170.98 Unrealized +30.5%
SCHH SCHWAB U.S. REIT ETF 1.4%
Value ($000) $2,060 Shares 95,493 Est. Cost $24.45 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $2,025 Shares 10,920 Est. Cost $129.89 Unrealized +30.5%
AN AUTONATION INC COM 1.4%
Value ($000) $2,024 Shares 9,253 Est. Cost $54.01 Unrealized +290.2%
KO COCA COLA CO COM 1.4%
Value ($000) $1,985 Shares 29,928 Est. Cost $48.67 Unrealized +39.5%
AMGN AMGEN INC COM 1.3%
Value ($000) $1,841 Shares 6,523 Est. Cost $258.66 Unrealized +10.8%
G GENPACT LIMITED SHS 1.2%
Value ($000) $1,667 Shares 39,785 Est. Cost $33.99 Unrealized +28.9%
ETN EATON CORP PLC SHS 1.1%
Value ($000) $1,613 Shares 4,309 Est. Cost $82.63 Unrealized +339.6%
SPY SPDR S&P 500 ETF TRUST 1.1%
Value ($000) $1,535 Shares 2,304 Est. Cost $277.15 Unrealized
VOYA VOYA FINANCIAL INC COM 1.0%
Value ($000) $1,484 Shares 19,839 Est. Cost $66.89 Unrealized +9.1%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1.0%
Value ($000) $1,472 Shares 46,131 Est. Cost $31.49 Unrealized
KMI KINDER MORGAN INC DEL COM 1.0%
Value ($000) $1,426 Shares 50,380 Est. Cost $15.15 Unrealized +78.1%
ADBE ADOBE INC COM 1.0%
Value ($000) $1,414 Shares 4,009 Est. Cost $504.57 Unrealized -28.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $1,393 Shares 2,771 Est. Cost $220.26 Unrealized +119.9%
RIO RIO TINTO PLC SPONSORED ADR 1.0%
Value ($000) $1,382 Shares 20,943 Est. Cost $68.91 Unrealized
EVRG EVERGY INC COM 1.0%
Value ($000) $1,379 Shares 18,143 Est. Cost $61.40 Unrealized +14.4%
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $1,366 Shares 1,476 Est. Cost $289.01 Unrealized +231.0%
CMCSA COMCAST CORP NEW CL A 0.9%
Value ($000) $1,352 Shares 43,028 Est. Cost $37.01 Unrealized -10.4%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.9%
Value ($000) $1,276 Shares 6,169 Est. Cost $189.56 Unrealized +6.3%
MDT MEDTRONIC PLC SHS 0.9%
Value ($000) $1,257 Shares 13,201 Est. Cost $89.66 Unrealized +1.8%
ABBV ABBVIE INC COM 0.9%
Value ($000) $1,245 Shares 5,376 Est. Cost $67.19 Unrealized +200.6%
CSGP COSTAR GROUP INC COM 0.8%
Value ($000) $1,205 Shares 14,277 Est. Cost $79.19 Unrealized +11.6%
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $1,162 Shares 4,457 Est. Cost $247.24 Unrealized +4.1%
LMT LOCKHEED MARTIN CORP COM 0.8%
Value ($000) $1,105 Shares 2,214 Est. Cost $403.06 Unrealized +11.2%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.7%
Value ($000) $1,064 Shares 11,986 Est. Cost $72.05 Unrealized +20.1%
GD GENERAL DYNAMICS CORP COM 0.7%
Value ($000) $1,007 Shares 2,954 Est. Cost $263.90 Unrealized +18.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.7%
Value ($000) $1,005 Shares 14,083 Est. Cost $41.03 Unrealized
PG PROCTOR & GAMBLE COMPANY 0.7%
Value ($000) $992 Shares 6,454 Est. Cost $103.83 Unrealized +49.2%
FDX FEDEX CORP COM 0.7%
Value ($000) $980 Shares 4,158 Est. Cost $191.54 Unrealized +19.2%
AKAM AKAMAI TECHNOLOGIES INC COM 0.7%
Value ($000) $973 Shares 12,842 Est. Cost $90.42 Unrealized -14.8%
NET CLOUDFLARE INC CL A COM 0.6%
Value ($000) $934 Shares 4,353 Est. Cost $80.68 Unrealized +153.0%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $900 Shares 14,411 Est. Cost $52.11 Unrealized +21.7%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $896 Shares 5,387 Est. Cost $150.30 Unrealized +4.6%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $884 Shares 13,387 Est. Cost $34.70 Unrealized +77.0%
NICE NICE LTD SPONSORED ADR 0.6%
Value ($000) $884 Shares 6,108 Est. Cost $188.18 Unrealized
SO SOUTHERN CO COM 0.6%
Value ($000) $878 Shares 9,261 Est. Cost $54.33 Unrealized +69.7%
LOW LOWES COS INC COM 0.6%
Value ($000) $858 Shares 3,414 Est. Cost $177.16 Unrealized +37.8%
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $846 Shares 4,535 Est. Cost $94.73 Unrealized +84.0%
SLB SLB LIMITED COM STK 0.5%
Value ($000) $720 Shares 20,948 Est. Cost $39.90 Unrealized -13.9%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.5%
Value ($000) $701 Shares 11,588 Est. Cost $44.28 Unrealized +24.5%
KVUE KENVUE INC COM 0.4%
Value ($000) $647 Shares 39,872 Est. Cost $19.05 Unrealized +5.3%
ECL ECOLAB INC COM 0.4%
Value ($000) $604 Shares 2,204 Est. Cost $176.33 Unrealized +53.3%
INFY INFOSYS LTD SPONSORED ADR 0.4%
Value ($000) $603 Shares 37,083 Est. Cost $8.21 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $591 Shares 3,805 Est. Cost $139.15 Unrealized +9.4%
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $587 Shares 978 Est. Cost $396.97 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $580 Shares 867 Est. Cost $479.63 Unrealized
GOOGL ALPHABET INC. 0.3%
Value ($000) $501 Shares 2,061 Est. Cost $145.96 Unrealized +43.3%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $451 Shares 2,273 Est. Cost $131.31 Unrealized +51.1%
TGT TARGET CORP COM 0.3%
Value ($000) $409 Shares 4,555 Est. Cost $105.67 Unrealized -8.5%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $361 Shares 1,045 Est. Cost $325.75 Unrealized -8.2%
CBOE CBOE GLOBAL MKTS INC COM 0.2%
Value ($000) $343 Shares 1,399 Est. Cost $168.03 Unrealized +43.0%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $337 Shares 3,281 Est. Cost $104.23 Unrealized -1.4%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.2%
Value ($000) $331 Shares 1,676 Est. Cost $137.20 Unrealized +39.5%
CSX CSX CORP COM 0.2%
Value ($000) $307 Shares 8,641 Est. Cost $27.18 Unrealized +24.9%
AVGO BROADCOM INC COM 0.2%
Value ($000) $299 Shares 907 Est. Cost $298.67 Unrealized +2.4%
CCL CARNIVAL CORP PAIRED CTF 0.2%
Value ($000) $280 Shares 9,685 Est. Cost $15.42 Unrealized +95.9%
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.2%
Value ($000) $261 Shares 11,047 Est. Cost $23.76 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $257 Shares 2,813 Est. Cost $69.80 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $249 Shares 333 Est. Cost $411.64 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $243 Shares 599 Est. Cost $276.00 Unrealized +41.0%
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.2%
Value ($000) $240 Shares 11,485 Est. Cost $20.22 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.2%
Value ($000) $239 Shares 11,612 Est. Cost $20.43 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $234 Shares 9,457 Est. Cost $32.52 Unrealized -16.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $209 Shares 743 Est. Cost $91.18 Unrealized
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $208 Shares 3,301 Est. Cost $51.89 Unrealized +31.4%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.1%
Value ($000) $206 Shares 12,202 Est. Cost $16.50 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $178 Shares 379 Est. Cost $352.66 Unrealized
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $172 Shares 1,393 Est. Cost $46.89 Unrealized +133.3%
MCK MCKESSON CORP COM 0.1%
Value ($000) $172 Shares 223 Est. Cost $298.30 Unrealized +135.7%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $161 Shares 263 Est. Cost $511.25 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $156 Shares 326 Est. Cost $449.58 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $156 Shares 494 Est. Cost $153.84 Unrealized +92.4%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $151 Shares 6,453 Est. Cost $37.72 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $151 Shares 884 Est. Cost $47.09 Unrealized +259.9%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $147 Shares 615 Est. Cost $155.82 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $144 Shares 4,845 Est. Cost $32.50 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $141 Shares 1,265 Est. Cost $39.67 Unrealized +162.6%
BSCY INVESCO BULLETSHARES 2034 CORPORATE BOND ETF 0.1%
Value ($000) $132 Shares 6,261 Est. Cost $20.64 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $122 Shares 1,618 Est. Cost $53.88 Unrealized +34.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $121 Shares 1,293 Est. Cost $53.44 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $120 Shares 821 Est. Cost $119.14 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $115 Shares 1,208 Est. Cost $54.30 Unrealized +74.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $114 Shares 246 Est. Cost $370.85 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.1%
Value ($000) $114 Shares 6,051 Est. Cost $18.48 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $112 Shares 693 Est. Cost $85.59 Unrealized +93.0%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $111 Shares 196 Est. Cost $304.89 Unrealized +88.1%
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $109 Shares 963 Est. Cost $97.42 Unrealized +12.6%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $107 Shares 752 Est. Cost $74.90 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $105 Shares 356 Est. Cost $118.69 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $99 Shares 380 Est. Cost $165.53 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.1%
Value ($000) $92 Shares 4,716 Est. Cost $19.43 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $89 Shares 478 Est. Cost $167.38 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $83 Shares 632 Est. Cost $50.45 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $77 Shares 157 Est. Cost $334.15 Unrealized +36.1%
NTES NETEASE INC SPONSORED ADS 0.1%
Value ($000) $76 Shares 500 Est. Cost $93.16 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $74 Shares 1,380 Est. Cost $21.06 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $73 Shares 618 Est. Cost $109.56 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $73 Shares 374 Est. Cost $153.11 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $73 Shares 871 Est. Cost $100.98 Unrealized -12.7%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $72 Shares 550 Est. Cost $58.61 Unrealized +131.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $69 Shares 637 Est. Cost $98.06 Unrealized +2.5%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $68 Shares 207 Est. Cost $258.63 Unrealized
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $67 Shares 793 Est. Cost $79.16 Unrealized +11.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $67 Shares 310 Est. Cost $160.21 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $62 Shares 157 Est. Cost $146.14 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $61 Shares 2,328 Est. Cost $35.48 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $61 Shares 145 Est. Cost $98.32 Unrealized +333.9%
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 0.0%
Value ($000) $61 Shares 2,846 Est. Cost $21.13 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $60 Shares 135 Est. Cost $277.49 Unrealized +25.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $60 Shares 445 Est. Cost $78.87 Unrealized +65.6%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $59 Shares 287 Est. Cost $96.04 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $86.91 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $58 Shares 793 Est. Cost $58.21 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $58 Shares 304 Est. Cost $121.99 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $56 Shares 1,077 Est. Cost $29.65 Unrealized +63.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $55 Shares 438 Est. Cost $38.70 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $54 Shares 191 Est. Cost $105.88 Unrealized +145.1%
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value ($000) $53 Shares 3,179 Est. Cost $16.12 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $52 Shares 682 Est. Cost $35.80 Unrealized +95.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $52 Shares 286 Est. Cost $142.60 Unrealized +13.7%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $52 Shares 466 Est. Cost $119.38 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $50 Shares 732 Est. Cost $80.88 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $47 Shares 244 Est. Cost $125.82 Unrealized +38.7%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $47 Shares 220 Est. Cost $137.87 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $47 Shares 49 Est. Cost $143.90 Unrealized +517.4%
BSCZ INVESCO BULLETSHARES 2035 CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 2,187 Est. Cost $20.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $45 Shares 1,443 Est. Cost $24.81 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $44 Shares 266 Est. Cost $97.79 Unrealized +82.7%
FISV FISERV INC COM 0.0%
Value ($000) $43 Shares 335 Est. Cost $111.56 Unrealized +28.5%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 550 Est. Cost $55.11 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $42 Shares 207 Est. Cost $145.40 Unrealized +24.3%
TTC TORO CO COM 0.0%
Value ($000) $42 Shares 552 Est. Cost $85.68 Unrealized -10.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $41 Shares 502 Est. Cost $58.83 Unrealized +34.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $41 Shares 260 Est. Cost $84.56 Unrealized +73.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $40 Shares 424 Est. Cost $71.92 Unrealized +29.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $39 Shares 255 Est. Cost $58.82 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $38 Shares 189 Est. Cost $165.32 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $37 Shares 572 Est. Cost $65.00 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $37 Shares 298 Est. Cost $122.24 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $37 Shares 120 Est. Cost $208.30 Unrealized +44.7%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $36 Shares 348 Est. Cost $113.12 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 400 Est. Cost $29.95 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $35 Shares 396 Est. Cost $44.44 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $35 Shares 280 Est. Cost $95.44 Unrealized
META FACEBOOK, INC 0.0%
Value ($000) $35 Shares 48 Est. Cost $658.99 Unrealized +12.8%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $35 Shares 352 Est. Cost $76.70 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $35 Shares 247 Est. Cost $83.15 Unrealized +69.1%
BA BOEING CO COM 0.0%
Value ($000) $33 Shares 155 Est. Cost $239.12 Unrealized -5.7%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $32 Shares 6 Est. Cost $3508.24 Unrealized +58.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $30 Shares 465 Est. Cost $86.72 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $29 Shares 567 Est. Cost $43.43 Unrealized +13.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $29 Shares 96 Est. Cost $289.44 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $28 Shares 301 Est. Cost $83.58 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $28 Shares 114 Est. Cost $185.64 Unrealized +40.4%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $28 Shares 300 Est. Cost $84.59 Unrealized +20.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $28 Shares 231 Est. Cost $84.17 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $28 Shares 216 Est. Cost $120.55 Unrealized 0.0%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 1,393 Est. Cost $19.94 Unrealized
SHM SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $27 Shares 550 Est. Cost $49.39 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 301 Est. Cost $54.74 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $25 Shares 102 Est. Cost $215.01 Unrealized +7.8%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $24 Shares 200 Est. Cost $107.60 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $24 Shares 52 Est. Cost $186.08 Unrealized +163.1%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $24 Shares 103 Est. Cost $191.31 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $23 Shares 168 Est. Cost $92.30 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $23 Shares 450 Est. Cost $50.65 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $23 Shares 112 Est. Cost $180.35 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $22 Shares 233 Est. Cost $140.34 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $22 Shares 750 Est. Cost $30.26 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $21 Shares 239 Est. Cost $79.34 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $21 Shares 54 Est. Cost $358.80 Unrealized +10.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $21 Shares 857 Est. Cost $39.57 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $21 Shares 307 Est. Cost $53.65 Unrealized +16.4%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $21 Shares 43 Est. Cost $360.49 Unrealized +18.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $20 Shares 108 Est. Cost $96.60 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $19 Shares 255 Est. Cost $87.14 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $18 Shares 223 Est. Cost $32.28 Unrealized +153.8%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $18 Shares 24 Est. Cost $396.66 Unrealized +87.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $17 Shares 404 Est. Cost $34.01 Unrealized
BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF 0.0%
Value ($000) $17 Shares 710 Est. Cost $23.76 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 210 Est. Cost $78.13 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $16 Shares 58 Est. Cost $88.17 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $16 Shares 404 Est. Cost $33.25 Unrealized +29.4%
NUE NUCOR CORP COM 0.0%
Value ($000) $16 Shares 117 Est. Cost $41.25 Unrealized +240.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $16 Shares 116 Est. Cost $160.13 Unrealized -1.6%
MMLG FIRST TRUST MULTI-MANAGER LARGE GROWTH ETF 0.0%
Value ($000) $16 Shares 430 Est. Cost $28.33 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $16 Shares 53 Est. Cost $232.64 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $14 Shares 172 Est. Cost $91.35 Unrealized -18.6%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $14 Shares 43 Est. Cost $254.05 Unrealized +21.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 154 Est. Cost $70.35 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $13 Shares 94 Est. Cost $111.63 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $13 Shares 88 Est. Cost $68.18 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $13 Shares 191 Est. Cost $58.04 Unrealized
T AT&T INC COM 0.0%
Value ($000) $13 Shares 443 Est. Cost $18.57 Unrealized +51.1%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $12 Shares 44 Est. Cost $205.73 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $12 Shares 34 Est. Cost $157.65 Unrealized
AOHY ANGEL OAK HIGH YIELD OPPORTUNITIES ETF 0.0%
Value ($000) $12 Shares 1,079 Est. Cost $10.88 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $12 Shares 96 Est. Cost $80.27 Unrealized +49.2%
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $12 Shares 103 Est. Cost $98.07 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 239 Est. Cost $35.41 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $83.31 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $11 Shares 145 Est. Cost $64.95 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 50 Est. Cost $179.97 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $10 Shares 104 Est. Cost $94.80 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $10 Shares 46 Est. Cost $183.36 Unrealized +22.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $10 Shares 40 Est. Cost $234.63 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $172.18 Unrealized +54.4%
RTX RTX CORPORATION COM 0.0%
Value ($000) $10 Shares 57 Est. Cost $133.05 Unrealized +16.0%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $10 Shares 536 Est. Cost $19.88 Unrealized 0.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $9 Shares 199 Est. Cost $43.18 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $9 Shares 408 Est. Cost $43.56 Unrealized -44.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $9 Shares 49 Est. Cost $157.80 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $154.17 Unrealized -8.9%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $55.08 Unrealized +33.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $9 Shares 352 Est. Cost $15.58 Unrealized +40.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 29 Est. Cost $205.41 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $8 Shares 246 Est. Cost $25.23 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $8 Shares 21 Est. Cost $262.24 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $7 Shares 39 Est. Cost $242.15 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $7 Shares 6 Est. Cost $122.05 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $7 Shares 51 Est. Cost $114.80 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $7 Shares 68 Est. Cost $48.10 Unrealized +114.6%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $7 Shares 93 Est. Cost $55.31 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $7 Shares 52 Est. Cost $96.54 Unrealized
GE GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $7 Shares 23 Est. Cost $178.14 Unrealized +53.1%
MMM 3M CO COM 0.0%
Value ($000) $7 Shares 44 Est. Cost $110.24 Unrealized +38.9%
DIS WALT DISNEY COMPANY 0.0%
Value ($000) $7 Shares 57 Est. Cost $113.82 Unrealized +2.8%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $7 Shares 132 Est. Cost $50.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.51 Unrealized +31.2%
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value ($000) $6 Shares 277 Est. Cost $24.31 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $6 Shares 94 Est. Cost $62.20 Unrealized +13.1%
DHI D R HORTON INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $156.63 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 94 Est. Cost $52.83 Unrealized
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $6 Shares 203 Est. Cost $25.98 Unrealized +8.5%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $6 Shares 450 Est. Cost $13.91 Unrealized
CARY ANGEL OAK INCOME ETF 0.0%
Value ($000) $6 Shares 288 Est. Cost $20.54 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $203.25 Unrealized +55.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $6 Shares 48 Est. Cost $114.56 Unrealized +10.7%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value ($000) $6 Shares 131 Est. Cost $31.68 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 160 Est. Cost $36.74 Unrealized
RH RH COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $355.69 Unrealized -38.9%
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $6 Shares 12 Est. Cost $449.63 Unrealized +11.0%
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $6 Shares 63 Est. Cost $27.66 Unrealized +233.7%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $5 Shares 56 Est. Cost $96.68 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $5 Shares 199 Est. Cost $39.49 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $5 Shares 157 Est. Cost $41.97 Unrealized -42.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $272.44 Unrealized -26.4%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $5 Shares 56 Est. Cost $88.96 Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $31.64 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 208 Est. Cost $23.04 Unrealized
VFLO VICTORYSHARES FREE CASH FLOW ETF 0.0%
Value ($000) $5 Shares 128 Est. Cost $37.50 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $5 Shares 32 Est. Cost $105.69 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $5 Shares 90 Est. Cost $33.33 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $5 Shares 69 Est. Cost $121.71 Unrealized -40.7%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $4 Shares 274 Est. Cost $27.39 Unrealized -35.3%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $200.83 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 24 Est. Cost $72.17 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $41.53 Unrealized +87.6%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $4 Shares 48 Est. Cost $67.44 Unrealized +16.6%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $41.25 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $4 Shares 22 Est. Cost $153.55 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 189 Est. Cost $20.43 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $108.32 Unrealized +100.9%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 69 Est. Cost $51.26 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $147.59 Unrealized +14.5%
VZ VERIZON COMMUNICATIONS INC. 0.0%
Value ($000) $4 Shares 80 Est. Cost $40.56 Unrealized +4.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $49.63 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $3 Shares 71 Est. Cost $34.34 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $337.07 Unrealized +79.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $365.06 Unrealized +54.3%
EPI WISDOMTREE INDIA EARNINGS FUND 0.0%
Value ($000) $3 Shares 64 Est. Cost $44.20 Unrealized
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $3 Shares 31 Est. Cost $80.47 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $75.31 Unrealized +96.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $88.76 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $498.66 Unrealized +7.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $464.78 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $734.84 Unrealized 0.0%
BLK BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1108.77 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $161.38 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.20 Unrealized +40.9%
CRM SALESFORCE INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $251.43 Unrealized 0.0%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $40.85 Unrealized +58.2%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.75 Unrealized -6.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $297.80 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $719.44 Unrealized 0.0%
LIN LINDE PLC SHS 0.0%
Value ($000) $2 Shares 4 Est. Cost $470.63 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $186.78 Unrealized 0.0%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $2 Shares 204 Est. Cost $24.32 Unrealized -56.8%
MRK MERCK & CO INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $101.06 Unrealized -19.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $93.52 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $2 Shares 17 Est. Cost $94.11 Unrealized 0.0%
TMCI TREACE MED CONCEPTS INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $10.10 Unrealized -35.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $127.82 Unrealized 0.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $55.90 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $132.28 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 92 Est. Cost $11.26 Unrealized +49.4%
PFE PFIZER INC COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $24.14 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.79 Unrealized 0.0%
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.0%
Value ($000) $2 Shares 34 Est. Cost $40.12 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $238.95 Unrealized 0.0%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $105.52 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $193.30 Unrealized 0.0%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $461.14 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $240.31 Unrealized 0.0%
DEED FIRST TRUST SECURITIZED PLUS ETF 0.0%
Value ($000) $1 Shares 67 Est. Cost $20.52 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $191.42 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $177.73 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1364.80 Unrealized 0.0%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $1 Shares 9 Est. Cost $128.77 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $217.80 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $207.11 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $140.03 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $275.21 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $384.53 Unrealized 0.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.83 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 1 Est. Cost $930.36 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $163.41 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $108.29 Unrealized 0.0%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $25.07 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $23.09 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $108.19 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $204.01 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $109.05 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $322.17 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $565.30 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.92 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $332.02 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $502.63 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $448.33 Unrealized 0.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.65 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $479.87 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $112.28 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.61 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.86 Unrealized 0.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $200.01 Unrealized 0.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $293.19 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $386.45 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $69.39 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $67.82 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.11 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $417.92 Unrealized 0.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $774.22 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $267.49 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.56 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.37 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $735.10 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $184.06 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $45.51 Unrealized 0.0%
CRH CRH PLC ORD 0.0%
Value ($000) $1 Shares 6 Est. Cost $105.61 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $758.81 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $361.49 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $99.12 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $344.03 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $351.39 Unrealized 0.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $214.74 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $339.07 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $606.37 Unrealized 0.0%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $371.01 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $606.98 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $44.34 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $304.73 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.82 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $594.66 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.82 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $46.35 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $300.20 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.82 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $271.37 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.75 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $276.03 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.68 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $547.47 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $281.51 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $562.63 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $564.28 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $1 Shares 47 Est. Cost $11.33 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.28 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.11 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.34 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $285.50 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.75 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $561.33 Unrealized 0.0%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $168.66 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $270.09 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.20 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $45.03 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $89.23 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $531.36 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $0 Shares 2 Est. Cost $238.92 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $64.97 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $510.14 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $81.58 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $58.31 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.83 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $129.37 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $231.22 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $154.70 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $169.71 Unrealized 0.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $235.04 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $227.43 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $107.11 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $407.20 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $146.07 Unrealized 0.0%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.31 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $224.73 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $46.94 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $150.53 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $450.82 Unrealized 0.0%
HUBB HUBBELL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $428.19 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 22 Est. Cost $13.62 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $137.70 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.55 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $380.68 Unrealized 0.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $263.91 Unrealized +47.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.39 Unrealized 0.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.72 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $165.25 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $197.00 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.36 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $193.71 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.91 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.14 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.13 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $204.56 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $181.84 Unrealized 0.0%
CVNA CARVANA CO CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $357.61 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $183.47 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.11 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.13 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.85 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.13 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.60 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $343.44 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.08 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $323.82 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.67 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $322.11 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $62.79 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $26.49 Unrealized 0.0%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.50 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $165.15 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $35.43 Unrealized 0.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $362.48 Unrealized 0.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $378.29 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.61 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $158.04 Unrealized 0.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $155.26 Unrealized 0.0%
FFIV F5 INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $313.03 Unrealized 0.0%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $318.25 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.34 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.52 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.89 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $0 Shares 2 Est. Cost $178.28 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $99.11 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $180.93 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.54 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.99 Unrealized 0.0%
CAH CARDINAL HEALTH, INC. 0.0%
Value ($000) $0 Shares 2 Est. Cost $153.58 Unrealized 0.0%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $296.30 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $293.50 Unrealized 0.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $98.57 Unrealized 0.0%
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.63 Unrealized 0.0%
MDB MONGODB INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.06 Unrealized 0.0%
PODD INSULET CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $313.31 Unrealized 0.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.50 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $142.18 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $285.11 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $74.54 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $301.75 Unrealized 0.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.39 Unrealized 0.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $281.43 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $138.06 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.06 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.73 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $96.17 Unrealized 0.0%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $0 Shares 2 Est. Cost $122.51 Unrealized 0.0%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $266.78 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.52 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $379.72 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $64.19 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.83 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $0 Shares 2 Est. Cost $129.18 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.74 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $134.89 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.18 Unrealized 0.0%
VTR VENTAS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.33 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $135.17 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $278.13 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.11 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $132.40 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $302.19 Unrealized 0.0%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $118.31 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $272.23 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.96 Unrealized 0.0%
EQT EQT CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.61 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.44 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.40 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.67 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.14 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.86 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $127.35 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.05 Unrealized 0.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $265.10 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.04 Unrealized 0.0%
MKC/V MCCORMICK & CO INC COM VTG 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.04 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $88.48 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.78 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $291.66 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.79 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $18.18 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $32.06 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $41.04 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $261.21 Unrealized 0.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $0 Shares 4 Est. Cost $64.02 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.70 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $250.41 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $271.63 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $32.43 Unrealized 0.0%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $292.68 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 6 Est. Cost $28.99 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.58 Unrealized 0.0%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.68 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.48 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $156.63 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.75 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.02 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $229.08 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.63 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $49.17 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.04 Unrealized 0.0%
AMRZ AMRIZE LTD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.99 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.75 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.54 Unrealized +67.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $247.24 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.78 Unrealized 0.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.81 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $48.00 Unrealized 0.0%
RDDT REDDIT INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $204.09 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $58.52 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $104.00 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $117.95 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.94 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.07 Unrealized 0.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.68 Unrealized +61.5%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $204.01 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $200.25 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.23 Unrealized +0.5%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $72.04 Unrealized 0.0%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.03 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.26 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.20 Unrealized 0.0%
PTC PTC INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $203.90 Unrealized 0.0%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.38 Unrealized 0.0%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $181.53 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.83 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.58 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.59 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.87 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.63 Unrealized 0.0%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $164.44 Unrealized 0.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.33 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.17 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $214.69 Unrealized 0.0%
CRBG COREBRIDGE FINL INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.71 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $176.64 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $173.36 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.01 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.65 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.84 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $160.05 Unrealized 0.0%
TRU TRANSUNION COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.58 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $53.10 Unrealized 0.0%
NTRA NATERA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.20 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.26 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $52.28 Unrealized 0.0%
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.50 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.81 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $150.23 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.72 Unrealized 0.0%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.10 Unrealized 0.0%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.36 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.85 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.39 Unrealized 0.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.92 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.24 Unrealized 0.0%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.00 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $118.30 Unrealized 0.0%
TEN HLDGS INC COM 0.0%
Value ($000) $0 Shares 343 Est. Cost $0.36 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.63 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.48 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $145.48 Unrealized 0.0%
AVT AVNET INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.96 Unrealized +18.1%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.07 Unrealized 0.0%
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.00 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.91 Unrealized -25.0%
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.00 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.13 Unrealized -81.5%