44 WEALTH MANAGEMENT LLC Diversified Active

CIK: 0001831187 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 29, 2025

Total Value ($000): $266,433 (100.0% shares, 0.0% debt)

Holdings (186)

NKE NIKE INC 8.0%
Value ($000) $21,349 Shares 336,317 Est. Cost $119.56 Unrealized -39.7%
MSFT MICROSOFT CORP 5.5%
Value ($000) $14,534 Shares 38,717 Est. Cost $222.33 Unrealized +82.2%
AAPL APPLE INC 2.0%
Value ($000) $5,412 Shares 24,366 Est. Cost $123.08 Unrealized +87.5%
HD HOME DEPOT INC 1.8%
Value ($000) $4,758 Shares 12,982 Est. Cost $278.37 Unrealized +36.8%
CSCO CISCO SYS INC 1.6%
Value ($000) $4,276 Shares 69,292 Est. Cost $42.25 Unrealized +42.2%
MDT MEDTRONIC PLC 1.6%
Value ($000) $4,269 Shares 47,505 Est. Cost $81.81 Unrealized +6.8%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $3,673 Shares 80,979 Est. Cost $40.53 Unrealized -2.3%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value ($000) $3,659 Shares 59,991 Est. Cost $44.32 Unrealized +25.2%
WFC WELLS FARGO CO NEW 1.4%
Value ($000) $3,638 Shares 50,673 Est. Cost $37.30 Unrealized +97.6%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $3,488 Shares 11,825 Est. Cost $242.37 Unrealized +23.9%
SNY SANOFI 1.3%
Value ($000) $3,463 Shares 62,449 Est. Cost $52.03 Unrealized
KO COCA COLA CO 1.3%
Value ($000) $3,418 Shares 47,731 Est. Cost $47.44 Unrealized +37.0%
ALL ALLSTATE CORP 1.2%
Value ($000) $3,295 Shares 15,913 Est. Cost $109.99 Unrealized +73.9%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $3,275 Shares 3,463 Est. Cost $346.51 Unrealized +180.1%
HSY HERSHEY CO 1.2%
Value ($000) $3,214 Shares 18,794 Est. Cost $167.55 Unrealized -4.9%
ADP AUTOMATIC DATA PROCESSING IN 1.2%
Value ($000) $3,117 Shares 10,200 Est. Cost $237.63 Unrealized +24.3%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,030 Shares 18,269 Est. Cost $144.03 Unrealized +5.8%
MCD MCDONALDS CORP 1.1%
Value ($000) $3,019 Shares 9,665 Est. Cost $266.70 Unrealized +9.8%
HON HONEYWELL INTL INC 1.1%
Value ($000) $2,998 Shares 14,158 Est. Cost $188.42 Unrealized +5.3%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $2,869 Shares 16,836 Est. Cost $129.97 Unrealized +26.1%
UNP UNION PAC CORP 1.1%
Value ($000) $2,836 Shares 12,007 Est. Cost $225.99 Unrealized +4.2%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.0%
Value ($000) $2,751 Shares 32,932 Est. Cost $70.91 Unrealized +16.7%
GLD SPDR GOLD TR 1.0%
Value ($000) $2,717 Shares 9,430 Est. Cost $202.70 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $2,713 Shares 11,060 Est. Cost $110.53 Unrealized +127.0%
CAH CARDINAL HEALTH INC 1.0%
Value ($000) $2,657 Shares 19,286 Est. Cost $91.22 Unrealized +38.0%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,636 Shares 16,605 Est. Cost $73.86 Unrealized +85.5%
C CITIGROUP INC 1.0%
Value ($000) $2,600 Shares 36,630 Est. Cost $50.28 Unrealized +48.2%
CVS CVS HEALTH CORP 0.9%
Value ($000) $2,511 Shares 37,059 Est. Cost $55.61 Unrealized +4.3%
FCNCA FIRST CTZNS BANCSHARES INC N 0.9%
Value ($000) $2,290 Shares 1,235 Est. Cost $1247.59 Unrealized +62.6%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $2,280 Shares 12,690 Est. Cost $159.08 Unrealized +14.5%
PEP PEPSICO INC 0.8%
Value ($000) $2,253 Shares 15,025 Est. Cost $139.57 Unrealized +2.8%
WMT WALMART INC 0.8%
Value ($000) $2,242 Shares 25,533 Est. Cost $62.35 Unrealized +49.1%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $2,215 Shares 10,581 Est. Cost $214.69 Unrealized -4.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $2,175 Shares 12,606 Est. Cost $139.66 Unrealized +16.1%
CAT CATERPILLAR INC 0.8%
Value ($000) $2,097 Shares 6,357 Est. Cost $201.62 Unrealized +74.6%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $2,094 Shares 3,820 Est. Cost $329.58 Unrealized +64.5%
V VISA INC 0.8%
Value ($000) $2,060 Shares 5,879 Est. Cost $241.79 Unrealized +39.1%
LOW LOWES COS INC 0.8%
Value ($000) $2,058 Shares 8,822 Est. Cost $149.22 Unrealized +62.2%
BP BP PLC 0.8%
Value ($000) $2,056 Shares 60,844 Est. Cost $29.18 Unrealized
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $2,041 Shares 55,324 Est. Cost $38.14 Unrealized -8.1%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $1,908 Shares 20,359 Est. Cost $98.31 Unrealized -10.7%
BAX BAXTER INTL INC 0.7%
Value ($000) $1,858 Shares 54,276 Est. Cost $36.62 Unrealized -12.1%
COR CENCORA INC 0.7%
Value ($000) $1,800 Shares 6,473 Est. Cost $249.56 Unrealized 0.0%
SHEL SHELL PLC 0.7%
Value ($000) $1,773 Shares 24,188 Est. Cost $63.94 Unrealized
SONY SONY GROUP CORP 0.7%
Value ($000) $1,761 Shares 69,350 Est. Cost $21.24 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $1,704 Shares 10,176 Est. Cost $139.32 Unrealized +50.6%
EOG EOG RES INC 0.6%
Value ($000) $1,703 Shares 13,281 Est. Cost $120.75 Unrealized +3.6%
VIRT VIRTU FINL INC 0.6%
Value ($000) $1,686 Shares 44,228 Est. Cost $37.20 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.6%
Value ($000) $1,663 Shares 19,126 Est. Cost $44.80 Unrealized +70.0%
TJX TJX COS INC NEW 0.6%
Value ($000) $1,642 Shares 13,482 Est. Cost $72.85 Unrealized +64.9%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,610 Shares 13,534 Est. Cost $65.28 Unrealized +64.2%
CHTR CHARTER COMMUNICATIONS INC N 0.6%
Value ($000) $1,598 Shares 4,337 Est. Cost $357.69 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,597 Shares 2 Est. Cost $330761.80 Unrealized +120.5%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,596 Shares 9,540 Est. Cost $69.78 Unrealized +115.7%
BIL SPDR SER TR 0.6%
Value ($000) $1,546 Shares 16,855 Est. Cost $91.70 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,543 Shares 2,825 Est. Cost $286.95 Unrealized +105.9%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $1,513 Shares 49,707 Est. Cost $31.67 Unrealized -10.5%
META META PLATFORMS INC 0.6%
Value ($000) $1,492 Shares 2,588 Est. Cost $412.99 Unrealized +55.8%
EAT BRINKER INTL INC 0.5%
Value ($000) $1,464 Shares 9,824 Est. Cost $153.80 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,459 Shares 5,869 Est. Cost $153.95 Unrealized +55.5%
MSI MOTOROLA SOLUTIONS INC 0.5%
Value ($000) $1,429 Shares 3,264 Est. Cost $414.38 Unrealized +6.6%
RTX RTX CORPORATION 0.5%
Value ($000) $1,397 Shares 10,543 Est. Cost $94.33 Unrealized +32.3%
AMP AMERIPRISE FINL INC 0.5%
Value ($000) $1,387 Shares 2,865 Est. Cost $435.06 Unrealized +19.2%
FTNT FORTINET INC 0.5%
Value ($000) $1,366 Shares 14,191 Est. Cost $68.31 Unrealized +48.4%
AMZN AMAZON COM INC 0.5%
Value ($000) $1,349 Shares 7,090 Est. Cost $149.42 Unrealized +45.2%
CMI CUMMINS INC 0.5%
Value ($000) $1,348 Shares 4,302 Est. Cost $346.08 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $1,344 Shares 35,944 Est. Cost $40.36 Unrealized -14.3%
HESS CORP 0.5%
Value ($000) $1,335 Shares 8,358 Est. Cost $135.53 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,332 Shares 1,613 Est. Cost $341.90 Unrealized +141.8%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $1,331 Shares 9,358 Est. Cost $134.19 Unrealized -3.3%
TPR TAPESTRY INC 0.5%
Value ($000) $1,329 Shares 18,876 Est. Cost $74.57 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.5%
Value ($000) $1,309 Shares 24,722 Est. Cost $60.90 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.5%
Value ($000) $1,299 Shares 8,986 Est. Cost $142.11 Unrealized -5.4%
GE GE AEROSPACE 0.5%
Value ($000) $1,282 Shares 6,403 Est. Cost $67.06 Unrealized +191.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $1,267 Shares 16,558 Est. Cost $66.56 Unrealized +20.6%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $1,235 Shares 2,840 Est. Cost $372.20 Unrealized +5.9%
BTI BRITISH AMERN TOB PLC 0.4%
Value ($000) $1,188 Shares 28,711 Est. Cost $35.73 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,182 Shares 8,148 Est. Cost $198.92 Unrealized -16.2%
CLX CLOROX CO DEL 0.4%
Value ($000) $1,181 Shares 8,018 Est. Cost $141.58 Unrealized +4.5%
DG DOLLAR GEN CORP NEW 0.4%
Value ($000) $1,169 Shares 13,291 Est. Cost $109.33 Unrealized -32.0%
HPQ HP INC 0.4%
Value ($000) $1,138 Shares 41,096 Est. Cost $33.25 Unrealized -8.7%
BLACKROCK RES & COMMODITIES 0.4%
Value ($000) $1,132 Shares 121,350 Est. Cost $7.41 Unrealized
LH LABCORP HOLDINGS INC 0.4%
Value ($000) $1,131 Shares 4,860 Est. Cost $216.29 Unrealized +11.1%
JCI JOHNSON CTLS INTL PLC 0.4%
Value ($000) $1,127 Shares 14,062 Est. Cost $70.24 Unrealized +16.2%
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $1,104 Shares 14,789 Est. Cost $92.58 Unrealized -20.5%
RNR RENAISSANCERE HLDGS LTD 0.4%
Value ($000) $1,101 Shares 4,587 Est. Cost $241.32 Unrealized +0.3%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.4%
Value ($000) $1,097 Shares 38,732 Est. Cost $29.95 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,068 Shares 10,817 Est. Cost $104.82 Unrealized +1.4%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,065 Shares 1,904 Est. Cost $523.58 Unrealized
GM GENERAL MTRS CO 0.4%
Value ($000) $1,056 Shares 22,459 Est. Cost $37.27 Unrealized +31.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $1,026 Shares 6,178 Est. Cost $196.46 Unrealized
AZN ASTRAZENECA PLC 0.4%
Value ($000) $989 Shares 13,461 Est. Cost $56.63 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.4%
Value ($000) $979 Shares 2,896 Est. Cost $240.43 Unrealized +34.0%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $969 Shares 3,556 Est. Cost $168.53 Unrealized +51.8%
FNF FIDELITY NATIONAL FINANCIAL 0.4%
Value ($000) $959 Shares 14,741 Est. Cost $37.62 Unrealized +49.0%
CCI CROWN CASTLE INC 0.4%
Value ($000) $933 Shares 8,947 Est. Cost $101.65 Unrealized -12.3%
PCG PG&E CORP 0.3%
Value ($000) $931 Shares 54,208 Est. Cost $17.39 Unrealized -5.4%
UNILEVER PLC 0.3%
Value ($000) $908 Shares 15,255 Est. Cost $56.20 Unrealized
HAS HASBRO INC 0.3%
Value ($000) $877 Shares 14,263 Est. Cost $61.36 Unrealized -4.9%
GOOGL ALPHABET INC 0.3%
Value ($000) $862 Shares 5,577 Est. Cost $121.98 Unrealized +48.1%
EXC EXELON CORP 0.3%
Value ($000) $855 Shares 18,555 Est. Cost $35.63 Unrealized +13.7%
MO ALTRIA GROUP INC 0.3%
Value ($000) $794 Shares 13,234 Est. Cost $29.68 Unrealized +71.9%
CI THE CIGNA GROUP 0.3%
Value ($000) $792 Shares 2,406 Est. Cost $219.57 Unrealized +34.7%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $791 Shares 1,510 Est. Cost $359.46 Unrealized +38.9%
CNH CNH INDL N V 0.3%
Value ($000) $789 Shares 64,219 Est. Cost $11.24 Unrealized +9.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $773 Shares 1,451 Est. Cost $278.42 Unrealized +74.6%
ACWI ISHARES TR 0.3%
Value ($000) $773 Shares 6,639 Est. Cost $116.39 Unrealized
FTV FORTIVE CORP 0.3%
Value ($000) $768 Shares 10,499 Est. Cost $58.48 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $760 Shares 7,016 Est. Cost $121.64 Unrealized +4.2%
LDOS LEIDOS HOLDINGS INC 0.3%
Value ($000) $739 Shares 5,480 Est. Cost $91.24 Unrealized +51.5%
PPG PPG INDS INC 0.3%
Value ($000) $736 Shares 6,727 Est. Cost $121.17 Unrealized -7.1%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $724 Shares 8,333 Est. Cost $69.06 Unrealized +38.6%
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $719 Shares 2,083 Est. Cost $183.53 Unrealized +70.7%
KDP KEURIG DR PEPPER INC 0.3%
Value ($000) $696 Shares 20,343 Est. Cost $33.64 Unrealized -6.3%
HUM HUMANA INC 0.3%
Value ($000) $679 Shares 2,567 Est. Cost $335.70 Unrealized -20.5%
SEE SEALED AIR CORP NEW 0.2%
Value ($000) $662 Shares 22,912 Est. Cost $40.27 Unrealized -20.5%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $660 Shares 25,983 Est. Cost $32.09 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $642 Shares 2,631 Est. Cost $112.09 Unrealized +99.3%
INTC INTEL CORP 0.2%
Value ($000) $632 Shares 27,844 Est. Cost $43.84 Unrealized -50.1%
D DOMINION ENERGY INC 0.2%
Value ($000) $616 Shares 10,988 Est. Cost $51.16 Unrealized +3.1%
SRE SEMPRA 0.2%
Value ($000) $606 Shares 8,491 Est. Cost $74.22 Unrealized +1.8%
GOOG ALPHABET INC 0.2%
Value ($000) $592 Shares 3,792 Est. Cost $138.83 Unrealized +31.4%
ABBV ABBVIE INC 0.2%
Value ($000) $590 Shares 2,815 Est. Cost $152.62 Unrealized +24.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $576 Shares 7,418 Est. Cost $91.59 Unrealized -12.0%
WAB WABTEC 0.2%
Value ($000) $569 Shares 3,136 Est. Cost $162.97 Unrealized +17.1%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $551 Shares 1,112 Est. Cost $468.86 Unrealized +18.0%
WMB WILLIAMS COS INC 0.2%
Value ($000) $540 Shares 9,037 Est. Cost $23.00 Unrealized +141.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $527 Shares 7,763 Est. Cost $54.38 Unrealized +9.9%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $516 Shares 4,720 Est. Cost $86.25 Unrealized +14.1%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $506 Shares 5,918 Est. Cost $54.53 Unrealized +47.5%
CG CARLYLE GROUP INC 0.2%
Value ($000) $502 Shares 11,520 Est. Cost $48.12 Unrealized 0.0%
RPM RPM INTL INC 0.2%
Value ($000) $501 Shares 4,334 Est. Cost $115.74 Unrealized +5.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $494 Shares 3,204 Est. Cost $122.13 Unrealized +17.2%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $493 Shares 9,257 Est. Cost $55.42 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $492 Shares 528 Est. Cost $67.05 Unrealized +41.8%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $488 Shares 961 Est. Cost $406.69 Unrealized +24.8%
GEV GE VERNOVA INC 0.2%
Value ($000) $467 Shares 1,531 Est. Cost $201.79 Unrealized +72.5%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $464 Shares 2,767 Est. Cost $144.67 Unrealized +5.9%
CB CHUBB LIMITED 0.2%
Value ($000) $452 Shares 1,496 Est. Cost $151.85 Unrealized +81.9%
MRK MERCK & CO INC 0.2%
Value ($000) $451 Shares 5,022 Est. Cost $75.64 Unrealized +19.2%
CCK CROWN HLDGS INC 0.2%
Value ($000) $441 Shares 4,940 Est. Cost $86.36 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $433 Shares 2,358 Est. Cost $202.65 Unrealized -12.3%
YUM YUM BRANDS INC 0.2%
Value ($000) $430 Shares 2,735 Est. Cost $111.60 Unrealized +26.9%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $414 Shares 1,809 Est. Cost $227.37 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $398 Shares 1,680 Est. Cost $239.35 Unrealized 0.0%
SAP SAP SE 0.1%
Value ($000) $398 Shares 1,482 Est. Cost $239.65 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $395 Shares 25,586 Est. Cost $18.38 Unrealized +5.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $386 Shares 3,167 Est. Cost $75.68 Unrealized +46.1%
ABT ABBOTT LABS 0.1%
Value ($000) $384 Shares 2,894 Est. Cost $104.02 Unrealized +20.6%
AMGN AMGEN INC 0.1%
Value ($000) $373 Shares 1,197 Est. Cost $229.77 Unrealized +25.0%
WELL WELLTOWER INC 0.1%
Value ($000) $371 Shares 2,423 Est. Cost $113.83 Unrealized +23.3%
LEA LEAR CORP 0.1%
Value ($000) $360 Shares 4,086 Est. Cost $113.32 Unrealized -18.6%
NRG NRG ENERGY INC 0.1%
Value ($000) $360 Shares 3,774 Est. Cost $30.88 Unrealized +224.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $342 Shares 3,487 Est. Cost $100.99 Unrealized 0.0%
WCC WESCO INTL INC 0.1%
Value ($000) $339 Shares 2,180 Est. Cost $177.37 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $338 Shares 660 Est. Cost $389.37 Unrealized +20.7%
TECK TECK RESOURCES LTD 0.1%
Value ($000) $326 Shares 8,939 Est. Cost $46.75 Unrealized -11.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $324 Shares 631 Est. Cost $513.91 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $323 Shares 693 Est. Cost $332.49 Unrealized +33.7%
BLK BLACKROCK INC 0.1%
Value ($000) $322 Shares 340 Est. Cost $991.05 Unrealized -2.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $320 Shares 6,619 Est. Cost $54.19 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $320 Shares 7,580 Est. Cost $34.25 Unrealized +29.0%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $317 Shares 1,541 Est. Cost $159.29 Unrealized +46.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $316 Shares 2,818 Est. Cost $56.27 Unrealized +78.7%
ASML ASML HOLDING N V 0.1%
Value ($000) $306 Shares 462 Est. Cost $598.57 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $294 Shares 1,722 Est. Cost $146.29 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $291 Shares 1,403 Est. Cost $111.18 Unrealized +69.7%
TSLA TESLA INC 0.1%
Value ($000) $290 Shares 1,118 Est. Cost $232.59 Unrealized +43.3%
BX BLACKSTONE INC 0.1%
Value ($000) $284 Shares 2,030 Est. Cost $133.67 Unrealized +18.3%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $263 Shares 500 Est. Cost $344.75 Unrealized +69.8%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $255 Shares 2,532 Est. Cost $100.70 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $254 Shares 1,492 Est. Cost $164.72 Unrealized +5.1%
SO SOUTHERN CO 0.1%
Value ($000) $253 Shares 2,754 Est. Cost $81.67 Unrealized +3.0%
KKR KKR & CO INC 0.1%
Value ($000) $250 Shares 2,159 Est. Cost $117.77 Unrealized +16.2%
ORCL ORACLE CORP 0.1%
Value ($000) $246 Shares 1,761 Est. Cost $161.57 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $240 Shares 1,172 Est. Cost $215.94 Unrealized +0.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $240 Shares 1,161 Est. Cost $228.43 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $224 Shares 620 Est. Cost $378.70 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $223 Shares 1,185 Est. Cost $188.09 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $222 Shares 1,100 Est. Cost $197.12 Unrealized +35.3%
COLB COLUMBIA BKG SYS INC 0.1%
Value ($000) $220 Shares 8,805 Est. Cost $22.09 Unrealized +14.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $217 Shares 874 Est. Cost $250.69 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $214 Shares 1,193 Est. Cost $139.87 Unrealized +33.5%
KNF KNIFE RIVER CORP 0.1%
Value ($000) $213 Shares 2,361 Est. Cost $78.08 Unrealized +24.8%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $147 Shares 10,797 Est. Cost $13.62 Unrealized
F FORD MTR CO 0.0%
Value ($000) $118 Shares 11,746 Est. Cost $7.10 Unrealized +30.1%