JEPPSON WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001831263 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 31, 2023

Total Value ($000): $229,800 (100.0% shares, 0.0% debt)

Holdings (192)

STIP ISHARES 0-5 YEAR TIPS BOND ETF 9.4%
Value ($000) $21,691 Shares 222,239 Est. Cost $100.35 Unrealized
AAPL APPLE INC COM 8.9%
Value ($000) $20,415 Shares 105,250 Est. Cost $110.20 Unrealized +56.1%
LMT LOCKHEED MARTIN CORP COM 4.3%
Value ($000) $9,946 Shares 21,605 Est. Cost $345.56 Unrealized +24.9%
XOM EXXON MOBIL CORP COM 2.8%
Value ($000) $6,405 Shares 59,717 Est. Cost $68.69 Unrealized +45.0%
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $5,016 Shares 14,730 Est. Cost $215.65 Unrealized +42.5%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 2.2%
Value ($000) $5,015 Shares 105,750 Est. Cost $51.22 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.9%
Value ($000) $4,366 Shares 117,404 Est. Cost $37.53 Unrealized -16.9%
AMZN AMAZON COM INC COM 1.7%
Value ($000) $3,991 Shares 30,618 Est. Cost $124.46 Unrealized -8.2%
NVDA NVIDIA CORPORATION COM 1.7%
Value ($000) $3,946 Shares 9,329 Est. Cost $18.91 Unrealized +75.4%
ORCL ORACLE CORP COM 1.5%
Value ($000) $3,494 Shares 29,337 Est. Cost $62.54 Unrealized +60.5%
LLY LILLY ELI & CO COM 1.5%
Value ($000) $3,481 Shares 7,423 Est. Cost $145.78 Unrealized +182.3%
DIS DISNEY WALT CO COM 1.4%
Value ($000) $3,277 Shares 36,700 Est. Cost $126.47 Unrealized -26.8%
AEP AMERICAN ELEC PWR CO INC COM 1.4%
Value ($000) $3,233 Shares 38,392 Est. Cost $69.16 Unrealized +15.6%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $3,128 Shares 60,452 Est. Cost $37.73 Unrealized +20.6%
MRK MERCK & CO INC COM 1.2%
Value ($000) $2,786 Shares 24,145 Est. Cost $66.44 Unrealized +57.2%
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $2,637 Shares 16,760 Est. Cost $110.10 Unrealized +30.1%
OXY OCCIDENTAL PETE CORP COM 1.1%
Value ($000) $2,625 Shares 44,640 Est. Cost $18.62 Unrealized +207.7%
KHC KRAFT HEINZ CO COM 1.1%
Value ($000) $2,449 Shares 68,998 Est. Cost $29.64 Unrealized +13.3%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $2,435 Shares 20,133 Est. Cost $109.24 Unrealized +5.2%
PG PROCTER AND GAMBLE CO COM 1.0%
Value ($000) $2,296 Shares 15,132 Est. Cost $128.20 Unrealized +10.2%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $2,233 Shares 15,351 Est. Cost $94.55 Unrealized +37.1%
PFE PFIZER INC COM 1.0%
Value ($000) $2,187 Shares 59,624 Est. Cost $28.58 Unrealized +16.2%
T AT&T INC COM 0.9%
Value ($000) $2,169 Shares 135,964 Est. Cost $15.49 Unrealized -4.6%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $2,064 Shares 12,471 Est. Cost $152.84 Unrealized -2.6%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $2,025 Shares 17,008 Est. Cost $116.00 Unrealized -6.6%
RTX RTX CORPORATION COM 0.8%
Value ($000) $1,897 Shares 19,362 Est. Cost $61.96 Unrealized +48.9%
DOW DOW INC COM 0.7%
Value ($000) $1,700 Shares 31,923 Est. Cost $38.86 Unrealized +16.4%
BAC BANK AMERICA CORP COM 0.7%
Value ($000) $1,661 Shares 57,911 Est. Cost $24.41 Unrealized +9.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.7%
Value ($000) $1,648 Shares 53,692 Est. Cost $29.64 Unrealized
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $1,641 Shares 15,836 Est. Cost $31.06 Unrealized +204.2%
SHOP SHOPIFY INC CL A 0.7%
Value ($000) $1,635 Shares 25,315 Est. Cost $43.45 Unrealized +30.1%
WMT WALMART INC COM 0.7%
Value ($000) $1,563 Shares 9,945 Est. Cost $41.45 Unrealized +18.1%
SDY SPDR S&P DIVIDEND ETF 0.7%
Value ($000) $1,560 Shares 12,725 Est. Cost $118.70 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $1,553 Shares 8,383 Est. Cost $130.58 Unrealized +30.6%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,534 Shares 14,067 Est. Cost $100.92 Unrealized +0.5%
PANW PALO ALTO NETWORKS INC COM 0.7%
Value ($000) $1,499 Shares 5,866 Est. Cost $71.22 Unrealized +46.1%
BHP BHP GROUP LTD SPONSORED ADS 0.6%
Value ($000) $1,482 Shares 24,841 Est. Cost $52.87 Unrealized
GIS GENERAL MLS INC COM 0.6%
Value ($000) $1,481 Shares 19,315 Est. Cost $52.21 Unrealized +48.4%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $1,431 Shares 18,568 Est. Cost $55.17 Unrealized +31.6%
KMI KINDER MORGAN INC DEL COM 0.6%
Value ($000) $1,395 Shares 81,018 Est. Cost $12.81 Unrealized +15.5%
SRE SEMPRA COM 0.6%
Value ($000) $1,368 Shares 9,399 Est. Cost $53.83 Unrealized +27.7%
CAH CARDINAL HEALTH INC COM 0.6%
Value ($000) $1,328 Shares 14,041 Est. Cost $47.85 Unrealized +68.4%
ABBV ABBVIE INC COM 0.6%
Value ($000) $1,321 Shares 9,808 Est. Cost $110.46 Unrealized +21.0%
META META PLATFORMS INC CL A 0.6%
Value ($000) $1,305 Shares 4,547 Est. Cost $251.46 Unrealized -2.5%
KMB KIMBERLY-CLARK CORP COM 0.6%
Value ($000) $1,284 Shares 9,299 Est. Cost $114.47 Unrealized +9.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $1,277 Shares 14,225 Est. Cost $73.99 Unrealized +15.1%
WPM WHEATON PRECIOUS METALS CORP COM 0.5%
Value ($000) $1,201 Shares 27,786 Est. Cost $45.22 Unrealized +2.6%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $1,177 Shares 4,158 Est. Cost $227.62 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,175 Shares 12,462 Est. Cost $85.35 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.5%
Value ($000) $1,166 Shares 10,095 Est. Cost $65.52 Unrealized +44.1%
WFC WELLS FARGO CO NEW COM 0.5%
Value ($000) $1,164 Shares 27,264 Est. Cost $24.75 Unrealized +52.1%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,135 Shares 9,481 Est. Cost $107.31 Unrealized +6.5%
PARAMOUNT GLOBAL CLASS B COM 0.5%
Value ($000) $1,106 Shares 69,516 Est. Cost $28.66 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,096 Shares 17,137 Est. Cost $48.59 Unrealized +21.3%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $1,078 Shares 2,365 Est. Cost $353.07 Unrealized +22.9%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,068 Shares 3,579 Est. Cost $203.12 Unrealized +34.4%
WPC WP CAREY INC COM 0.5%
Value ($000) $1,068 Shares 15,801 Est. Cost $79.44 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.5%
Value ($000) $1,055 Shares 26,377 Est. Cost $32.72 Unrealized +12.3%
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,033 Shares 1,191 Est. Cost $47.93 Unrealized +43.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $1,031 Shares 4,681 Est. Cost $170.48 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value ($000) $1,026 Shares 5,755 Est. Cost $171.04 Unrealized
PSX PHILLIPS 66 COM 0.4%
Value ($000) $1,016 Shares 10,647 Est. Cost $50.44 Unrealized +75.5%
BA BOEING CO COM 0.4%
Value ($000) $1,015 Shares 4,806 Est. Cost $168.47 Unrealized +23.3%
HD HOME DEPOT INC COM 0.4%
Value ($000) $938 Shares 3,019 Est. Cost $237.65 Unrealized +16.3%
CG CARLYLE GROUP INC COM 0.4%
Value ($000) $923 Shares 28,894 Est. Cost $23.86 Unrealized +11.6%
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $922 Shares 16,268 Est. Cost $49.96 Unrealized +1.0%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $906 Shares 14,193 Est. Cost $61.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $895 Shares 6,690 Est. Cost $101.52 Unrealized +16.3%
STAG STAG INDL INC COM 0.4%
Value ($000) $892 Shares 24,864 Est. Cost $30.06 Unrealized
O REALTY INCOME CORP COM 0.4%
Value ($000) $888 Shares 14,851 Est. Cost $55.81 Unrealized -5.8%
VB VANGUARD SMALL-CAP ETF 0.4%
Value ($000) $856 Shares 4,302 Est. Cost $181.11 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $855 Shares 2,314 Est. Cost $277.48 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $828 Shares 1,723 Est. Cost $281.21 Unrealized +65.3%
TSLA TESLA INC COM 0.3%
Value ($000) $803 Shares 3,069 Est. Cost $207.52 Unrealized -3.6%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $803 Shares 19,323 Est. Cost $35.12 Unrealized +4.4%
WELL WELLTOWER INC COM 0.3%
Value ($000) $785 Shares 9,709 Est. Cost $48.20 Unrealized +50.7%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $785 Shares 4,381 Est. Cost $131.47 Unrealized +17.6%
WM WASTE MGMT INC DEL COM 0.3%
Value ($000) $755 Shares 4,352 Est. Cost $105.58 Unrealized +50.4%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $746 Shares 17,285 Est. Cost $34.35 Unrealized +8.2%
SO SOUTHERN CO COM 0.3%
Value ($000) $738 Shares 10,501 Est. Cost $60.25 Unrealized +8.4%
INTC INTEL CORP COM 0.3%
Value ($000) $736 Shares 22,018 Est. Cost $46.53 Unrealized -34.0%
BX BLACKSTONE INC COM 0.3%
Value ($000) $708 Shares 7,616 Est. Cost $48.02 Unrealized +66.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $708 Shares 1,447 Est. Cost $479.78 Unrealized -16.0%
COF CAPITAL ONE FINL CORP COM 0.3%
Value ($000) $701 Shares 6,409 Est. Cost $77.06 Unrealized +24.5%
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $701 Shares 7,753 Est. Cost $83.95 Unrealized +4.0%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $684 Shares 13,118 Est. Cost $45.38 Unrealized
CLX CLOROX CO DEL COM 0.3%
Value ($000) $661 Shares 4,154 Est. Cost $139.45 Unrealized +5.8%
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $654 Shares 6,477 Est. Cost $84.50 Unrealized
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $643 Shares 543 Est. Cost $1210.61 Unrealized +3.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $632 Shares 2,874 Est. Cost $138.73 Unrealized +46.5%
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $627 Shares 13,714 Est. Cost $39.62 Unrealized +18.5%
KAYNE ANDERSON ENERGY INFRSTR COM 0.3%
Value ($000) $612 Shares 75,243 Est. Cost $5.62 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $600 Shares 2,397 Est. Cost $182.93 Unrealized +20.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $590 Shares 7,958 Est. Cost $65.03 Unrealized +7.6%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $585 Shares 5,902 Est. Cost $72.76 Unrealized +33.7%
UNP UNION PAC CORP COM 0.3%
Value ($000) $578 Shares 2,827 Est. Cost $200.62 Unrealized -6.8%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.3%
Value ($000) $575 Shares 6,266 Est. Cost $73.50 Unrealized +3.4%
GLW CORNING INC COM 0.2%
Value ($000) $569 Shares 16,231 Est. Cost $29.91 Unrealized +2.3%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $568 Shares 14,493 Est. Cost $23.40 Unrealized
FNV FRANCO NEV CORP COM 0.2%
Value ($000) $566 Shares 3,970 Est. Cost $129.70 Unrealized +12.9%
KO COCA COLA CO COM 0.2%
Value ($000) $559 Shares 9,277 Est. Cost $48.48 Unrealized +18.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $556 Shares 10,756 Est. Cost $63.62 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $556 Shares 3,325 Est. Cost $117.15 Unrealized +23.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $543 Shares 6,510 Est. Cost $174.40 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $542 Shares 1,809 Est. Cost $225.08 Unrealized +17.9%
AMGN AMGEN INC COM 0.2%
Value ($000) $536 Shares 2,416 Est. Cost $203.36 Unrealized +5.1%
ALL ALLSTATE CORP COM 0.2%
Value ($000) $520 Shares 4,769 Est. Cost $85.96 Unrealized +24.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $518 Shares 1 Est. Cost $306852.94 Unrealized +62.2%
TGT TARGET CORP COM 0.2%
Value ($000) $516 Shares 3,910 Est. Cost $155.67 Unrealized -13.3%
DOV DOVER CORP COM 0.2%
Value ($000) $500 Shares 3,383 Est. Cost $126.16 Unrealized +9.7%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $492 Shares 4,573 Est. Cost $127.49 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $490 Shares 5,425 Est. Cost $83.87 Unrealized -4.5%
NFLX NETFLIX INC COM 0.2%
Value ($000) $482 Shares 1,095 Est. Cost $28.05 Unrealized +31.3%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $457 Shares 4,087 Est. Cost $64.54 Unrealized +56.5%
NEM NEWMONT CORP COM 0.2%
Value ($000) $446 Shares 10,462 Est. Cost $50.47 Unrealized -16.0%
SNOW SNOWFLAKE INC CL A 0.2%
Value ($000) $440 Shares 2,499 Est. Cost $220.82 Unrealized -26.4%
V VISA INC COM CL A 0.2%
Value ($000) $434 Shares 1,829 Est. Cost $213.37 Unrealized +5.2%
TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $432 Shares 2,490 Est. Cost $173.66 Unrealized
KIM KIMCO RLTY CORP COM 0.2%
Value ($000) $422 Shares 21,389 Est. Cost $14.17 Unrealized +16.8%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $420 Shares 1,705 Est. Cost $197.29 Unrealized +8.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $392 Shares 8,961 Est. Cost $45.36 Unrealized
EVRG EVERGY INC COM 0.2%
Value ($000) $390 Shares 6,675 Est. Cost $45.27 Unrealized +19.1%
CC CHEMOURS CO COM 0.2%
Value ($000) $388 Shares 10,529 Est. Cost $28.25 Unrealized -2.5%
MMM 3M CO COM 0.2%
Value ($000) $385 Shares 3,851 Est. Cost $106.34 Unrealized -27.1%
NUE NUCOR CORP COM 0.2%
Value ($000) $377 Shares 2,301 Est. Cost $111.78 Unrealized +25.5%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $377 Shares 5,165 Est. Cost $48.56 Unrealized +41.1%
SIL GLOBAL X SILVER MINERS ETF 0.2%
Value ($000) $370 Shares 14,225 Est. Cost $24.37 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $369 Shares 1,608 Est. Cost $214.96 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.2%
Value ($000) $362 Shares 3,487 Est. Cost $64.83 Unrealized +18.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $361 Shares 2,222 Est. Cost $144.85 Unrealized
CRM SALESFORCE INC COM 0.2%
Value ($000) $360 Shares 1,702 Est. Cost $207.84 Unrealized -3.0%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $359 Shares 1,732 Est. Cost $134.74 Unrealized +30.3%
KELLOGG CO COM 0.2%
Value ($000) $352 Shares 5,219 Est. Cost $53.95 Unrealized +8.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $350 Shares 8,611 Est. Cost $44.10 Unrealized
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $350 Shares 11,808 Est. Cost $36.73 Unrealized -14.4%
STWD STARWOOD PPTY TR INC COM 0.2%
Value ($000) $350 Shares 18,022 Est. Cost $20.46 Unrealized
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $349 Shares 6,845 Est. Cost $51.63 Unrealized -4.0%
LVS LAS VEGAS SANDS CORP COM 0.2%
Value ($000) $347 Shares 5,975 Est. Cost $40.87 Unrealized +38.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.2%
Value ($000) $346 Shares 4,577 Est. Cost $45.43 Unrealized +52.6%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $340 Shares 3,860 Est. Cost $88.95 Unrealized -10.8%
ING ING GROEP N.V. SPONSORED ADR 0.1%
Value ($000) $340 Shares 25,244 Est. Cost $7.75 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $340 Shares 36,695 Est. Cost $13.01 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $331 Shares 12,577 Est. Cost $24.65 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $325 Shares 1,875 Est. Cost $147.70 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $323 Shares 151 Est. Cost $24.10 Unrealized +64.1%
SBRA SABRA HEALTH CARE REIT INC COM 0.1%
Value ($000) $322 Shares 27,373 Est. Cost $13.44 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $318 Shares 6,136 Est. Cost $47.58 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $305 Shares 6,861 Est. Cost $40.56 Unrealized -1.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $296 Shares 6,418 Est. Cost $41.76 Unrealized +2.4%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $291 Shares 2,122 Est. Cost $150.29 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.1%
Value ($000) $286 Shares 6,106 Est. Cost $32.09 Unrealized +36.2%
BARRICK GOLD CORP COM 0.1%
Value ($000) $285 Shares 16,836 Est. Cost $19.23 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $279 Shares 3,906 Est. Cost $24.84 Unrealized +9.4%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $274 Shares 2,482 Est. Cost $102.97 Unrealized
BERRY GLOBAL GROUP INC COM 0.1%
Value ($000) $270 Shares 4,190 Est. Cost $60.43 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $270 Shares 5,950 Est. Cost $36.70 Unrealized -0.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $268 Shares 3,483 Est. Cost $71.82 Unrealized +1.5%
NWN NORTHWEST NAT HLDG CO COM 0.1%
Value ($000) $264 Shares 6,136 Est. Cost $47.03 Unrealized -3.9%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $261 Shares 988 Est. Cost $227.38 Unrealized +6.4%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $255 Shares 474 Est. Cost $499.44 Unrealized -2.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $248 Shares 6,261 Est. Cost $37.90 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $248 Shares 1,735 Est. Cost $129.17 Unrealized +7.1%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $247 Shares 5,035 Est. Cost $46.08 Unrealized -3.4%
NKE NIKE INC CL B 0.1%
Value ($000) $244 Shares 2,215 Est. Cost $95.30 Unrealized +16.8%
CAKE CHEESECAKE FACTORY INC COM 0.1%
Value ($000) $241 Shares 6,976 Est. Cost $27.70 Unrealized +11.6%
UGI UGI CORP NEW COM 0.1%
Value ($000) $238 Shares 8,825 Est. Cost $37.32 Unrealized -18.7%
VNO VORNADO RLTY TR SH BEN INT 0.1%
Value ($000) $238 Shares 13,102 Est. Cost $15.95 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $232 Shares 4,050 Est. Cost $49.07 Unrealized +15.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $231 Shares 3,232 Est. Cost $67.80 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $229 Shares 6,800 Est. Cost $31.00 Unrealized +1.3%
PPG PPG INDS INC COM 0.1%
Value ($000) $228 Shares 1,538 Est. Cost $115.64 Unrealized +13.9%
BITO PROSHARES BITCOIN STRATEGY ETF 0.1%
Value ($000) $225 Shares 13,232 Est. Cost $10.43 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $224 Shares 1,322 Est. Cost $137.41 Unrealized +10.1%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $221 Shares 7,325 Est. Cost $28.66 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $220 Shares 1,220 Est. Cost $161.30 Unrealized -1.4%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $218 Shares 2,313 Est. Cost $86.92 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC COM 0.1%
Value ($000) $217 Shares 9,875 Est. Cost $22.58 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $213 Shares 4,665 Est. Cost $35.46 Unrealized +6.5%
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $211 Shares 2,126 Est. Cost $99.25 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $207 Shares 469 Est. Cost $442.18 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $206 Shares 4,521 Est. Cost $40.77 Unrealized 0.0%
NWE NORTHWESTERN CORP COM NEW 0.1%
Value ($000) $205 Shares 3,620 Est. Cost $46.73 Unrealized +9.9%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $204 Shares 900 Est. Cost $200.25 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.1%
Value ($000) $204 Shares 1,385 Est. Cost $130.75 Unrealized 0.0%
PHYSICIANS RLTY TR COM 0.1%
Value ($000) $176 Shares 12,615 Est. Cost $13.99 Unrealized
DNP SELECT INCOME FD INC COM 0.1%
Value ($000) $159 Shares 15,213 Est. Cost $10.17 Unrealized
CIDARA THERAPEUTICS INC COM 0.1%
Value ($000) $153 Shares 135,110 Est. Cost $1.42 Unrealized
AQN ALGONQUIN PWR UTILS CORP COM 0.1%
Value ($000) $122 Shares 14,822 Est. Cost $10.50 Unrealized -29.2%
ABEV AMBEV SA SPONSORED ADR 0.1%
Value ($000) $119 Shares 37,355 Est. Cost $3.05 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $89 Shares 10,007 Est. Cost $13.06 Unrealized -44.4%
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.0%
Value ($000) $26 Shares 25,881 Est. Cost $1.00 Unrealized
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $21 Shares 10,222 Est. Cost $2.05 Unrealized