GoalVest Advisory LLC Diversified Active

CIK: 0001839307 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 7, 2025

Total Value ($000): $363,735 (100.0% shares, 0.0% debt)

Holdings (502)

VOO VANGUARD S&P 500 ETF 33.8%
Value ($000) $122,776 Shares 238,906 Est. Cost $392.15 Unrealized
VUG VANGUARD GROWTH ETF 7.9%
Value ($000) $28,835 Shares 77,761 Est. Cost $290.67 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 4.3%
Value ($000) $15,626 Shares 470,098 Est. Cost $32.67 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 3.3%
Value ($000) $11,853 Shares 43,128 Est. Cost $191.38 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.0%
Value ($000) $7,127 Shares 94,210 Est. Cost $73.09 Unrealized
VB VANGUARD SMALL-CAP ETF 1.9%
Value ($000) $6,794 Shares 30,640 Est. Cost $200.15 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 1.5%
Value ($000) $5,538 Shares 41,242 Est. Cost $121.10 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 1.4%
Value ($000) $5,234 Shares 27,287 Est. Cost $194.62 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 1.3%
Value ($000) $4,751 Shares 59,119 Est. Cost $50.67 Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 1.3%
Value ($000) $4,696 Shares 42,117 Est. Cost $108.76 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $4,389 Shares 11,692 Est. Cost $274.91 Unrealized +47.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 1.2%
Value ($000) $4,388 Shares 51,989 Est. Cost $21.35 Unrealized +311.2%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 1.1%
Value ($000) $4,048 Shares 71,686 Est. Cost $44.52 Unrealized
TSLA TESLA INC COM 1.1%
Value ($000) $3,870 Shares 14,931 Est. Cost $259.64 Unrealized +28.4%
NVDA NVIDIA CORPORATION COM 1.1%
Value ($000) $3,845 Shares 35,480 Est. Cost $105.89 Unrealized +19.7%
BKLN INVESCO SENIOR LOAN ETF 1.0%
Value ($000) $3,726 Shares 180,024 Est. Cost $20.78 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.0%
Value ($000) $3,723 Shares 15,179 Est. Cost $162.54 Unrealized +54.4%
V VISA INC COM CL A 0.9%
Value ($000) $3,424 Shares 9,771 Est. Cost $265.11 Unrealized +26.9%
ABBV ABBVIE INC COM 0.8%
Value ($000) $3,073 Shares 14,668 Est. Cost $153.01 Unrealized +23.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $3,064 Shares 5,754 Est. Cost $259.98 Unrealized +87.0%
CSCO CISCO SYS INC COM 0.8%
Value ($000) $2,924 Shares 47,379 Est. Cost $50.22 Unrealized +19.7%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,875 Shares 18,589 Est. Cost $117.73 Unrealized +53.5%
AAPL APPLE INC COM 0.8%
Value ($000) $2,735 Shares 12,311 Est. Cost $162.51 Unrealized +42.0%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $2,669 Shares 14,026 Est. Cost $119.70 Unrealized +81.3%
KVUE KENVUE INC COM 0.7%
Value ($000) $2,442 Shares 101,816 Est. Cost $20.65 Unrealized +3.6%
BX BLACKSTONE INC COM 0.6%
Value ($000) $2,318 Shares 16,584 Est. Cost $121.66 Unrealized +30.0%
TSCO TRACTOR SUPPLY CO COM 0.6%
Value ($000) $2,276 Shares 41,303 Est. Cost $53.62 Unrealized +0.6%
T AT&T INC COM 0.6%
Value ($000) $2,198 Shares 77,718 Est. Cost $15.92 Unrealized +53.0%
GNRC GENERAC HLDGS INC COM 0.6%
Value ($000) $2,136 Shares 16,866 Est. Cost $118.10 Unrealized +21.5%
AVGO BROADCOM INC COM 0.6%
Value ($000) $2,094 Shares 12,505 Est. Cost $149.49 Unrealized +40.4%
WMT WALMART INC COM 0.5%
Value ($000) $1,954 Shares 22,260 Est. Cost $53.02 Unrealized +75.3%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.5%
Value ($000) $1,926 Shares 28,237 Est. Cost $76.41 Unrealized
WMB WILLIAMS COS INC COM 0.5%
Value ($000) $1,909 Shares 31,947 Est. Cost $30.71 Unrealized +80.5%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,887 Shares 6,041 Est. Cost $251.82 Unrealized +16.3%
NRG NRG ENERGY INC COM NEW 0.5%
Value ($000) $1,886 Shares 19,754 Est. Cost $55.83 Unrealized +79.2%
OKE ONEOK INC NEW COM 0.5%
Value ($000) $1,825 Shares 18,394 Est. Cost $58.53 Unrealized +62.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.5%
Value ($000) $1,814 Shares 21,498 Est. Cost $68.19 Unrealized +17.7%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,783 Shares 11,892 Est. Cost $151.10 Unrealized -5.0%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,741 Shares 10,218 Est. Cost $139.38 Unrealized +17.6%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,712 Shares 3,268 Est. Cost $379.24 Unrealized +31.7%
SCCO SOUTHERN COPPER CORP COM 0.5%
Value ($000) $1,686 Shares 18,045 Est. Cost $79.02 Unrealized +11.9%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $1,676 Shares 27,919 Est. Cost $38.96 Unrealized +31.0%
LNG CHENIERE ENERGY INC COM NEW 0.4%
Value ($000) $1,620 Shares 7,000 Est. Cost $203.82 Unrealized +10.5%
IP INTERNATIONAL PAPER CO COM 0.4%
Value ($000) $1,597 Shares 29,933 Est. Cost $37.53 Unrealized +40.5%
AMLP ALERIAN MLP ETF 0.4%
Value ($000) $1,539 Shares 29,623 Est. Cost $48.58 Unrealized
ARCC ARES CAPITAL CORP COM 0.4%
Value ($000) $1,520 Shares 68,590 Est. Cost $15.36 Unrealized +35.8%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,519 Shares 3,400 Est. Cost $391.25 Unrealized +14.6%
PGR PROGRESSIVE CORP COM 0.4%
Value ($000) $1,500 Shares 5,301 Est. Cost $232.43 Unrealized +5.5%
L LOEWS CORP COM 0.4%
Value ($000) $1,492 Shares 16,228 Est. Cost $82.27 Unrealized +3.7%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $1,475 Shares 9,290 Est. Cost $85.18 Unrealized +60.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $1,467 Shares 2,963 Est. Cost $541.75 Unrealized +2.1%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $1,444 Shares 37,909 Est. Cost $31.84 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $1,441 Shares 2,638 Est. Cost $536.95 Unrealized +10.0%
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $1,440 Shares 68,757 Est. Cost $14.97 Unrealized +28.5%
VFH VANGUARD FINANCIALS ETF 0.4%
Value ($000) $1,440 Shares 12,055 Est. Cost $118.07 Unrealized
SO SOUTHERN CO COM 0.4%
Value ($000) $1,417 Shares 15,415 Est. Cost $62.05 Unrealized +35.6%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.4%
Value ($000) $1,344 Shares 20,440 Est. Cost $51.48 Unrealized
UNILEVER PLC SPON ADR NEW 0.4%
Value ($000) $1,341 Shares 22,515 Est. Cost $49.57 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $1,309 Shares 7,822 Est. Cost $139.53 Unrealized +7.8%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,282 Shares 14,287 Est. Cost $84.10 Unrealized +7.2%
SON SONOCO PRODS CO COM 0.3%
Value ($000) $1,209 Shares 25,586 Est. Cost $49.71 Unrealized -8.9%
VICI VICI PPTYS INC COM 0.3%
Value ($000) $1,196 Shares 36,679 Est. Cost $27.96 Unrealized +4.3%
DHT DHT HOLDINGS INC SHS NEW 0.3%
Value ($000) $1,182 Shares 112,589 Est. Cost $9.24 Unrealized +11.4%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,175 Shares 3,365 Est. Cost $318.72 Unrealized +9.2%
VLO VALERO ENERGY CORP COM 0.3%
Value ($000) $1,170 Shares 8,858 Est. Cost $115.40 Unrealized +12.1%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $1,167 Shares 59,046 Est. Cost $20.08 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.3%
Value ($000) $1,083 Shares 13,950 Est. Cost $47.04 Unrealized +41.3%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $1,075 Shares 28,382 Est. Cost $39.48 Unrealized -4.2%
LLY ELI LILLY & CO COM 0.3%
Value ($000) $1,037 Shares 1,255 Est. Cost $669.24 Unrealized +23.5%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.3%
Value ($000) $1,001 Shares 8,717 Est. Cost $91.74 Unrealized
ATO ATMOS ENERGY CORP COM 0.3%
Value ($000) $922 Shares 5,967 Est. Cost $109.59 Unrealized +30.5%
CMI CUMMINS INC COM 0.2%
Value ($000) $891 Shares 2,843 Est. Cost $257.64 Unrealized +34.3%
ORCL ORACLE CORP COM 0.2%
Value ($000) $865 Shares 6,186 Est. Cost $158.39 Unrealized +2.0%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.2%
Value ($000) $793 Shares 4,663 Est. Cost $153.77 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $755 Shares 1,350 Est. Cost $410.27 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $732 Shares 10,070 Est. Cost $76.05 Unrealized +2.7%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $720 Shares 5,908 Est. Cost $98.69 Unrealized +21.7%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $669 Shares 2,696 Est. Cost $246.61 Unrealized +1.7%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $657 Shares 9,265 Est. Cost $56.58 Unrealized +21.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $582 Shares 1,613 Est. Cost $325.02 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $523 Shares 1,404 Est. Cost $331.37 Unrealized +13.8%
CLIP GLOBAL X 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $502 Shares 5,000 Est. Cost $100.50 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $497 Shares 9,484 Est. Cost $26.63 Unrealized +41.1%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $487 Shares 1,040 Est. Cost $454.76 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $482 Shares 8,017 Est. Cost $63.72 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.1%
Value ($000) $454 Shares 4,383 Est. Cost $109.59 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $433 Shares 3,266 Est. Cost $109.09 Unrealized +15.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $431 Shares 767 Est. Cost $460.69 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $408 Shares 14,595 Est. Cost $45.01 Unrealized
BUFZ FT VEST LADDERED MODERATE BUFFER ETF 0.1%
Value ($000) $395 Shares 16,790 Est. Cost $23.89 Unrealized
DINO HF SINCLAIR CORP COM 0.1%
Value ($000) $368 Shares 11,200 Est. Cost $33.51 Unrealized 0.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $353 Shares 1,134 Est. Cost $276.07 Unrealized +4.0%
EVRG EVERGY INC COM 0.1%
Value ($000) $351 Shares 5,096 Est. Cost $58.26 Unrealized +8.3%
AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW 0.1%
Value ($000) $343 Shares 18,900 Est. Cost $12.40 Unrealized +101.1%
CMCO COLUMBUS MCKINNON CORP N Y COM 0.1%
Value ($000) $316 Shares 18,690 Est. Cost $39.42 Unrealized -35.3%
WULF TERAWULF INC COM 0.1%
Value ($000) $314 Shares 115,000 Est. Cost $6.45 Unrealized -30.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $311 Shares 14,100 Est. Cost $32.87 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $299 Shares 5,860 Est. Cost $50.10 Unrealized
XBIL US TREASURY 6 MONTH BILL ETF 0.1%
Value ($000) $286 Shares 5,700 Est. Cost $50.20 Unrealized
SLM SLM CORP COM 0.1%
Value ($000) $279 Shares 9,500 Est. Cost $18.91 Unrealized +54.7%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $273 Shares 10,896 Est. Cost $44.08 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.1%
Value ($000) $271 Shares 4,339 Est. Cost $56.49 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $265 Shares 483 Est. Cost $431.35 Unrealized +25.7%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $262 Shares 277 Est. Cost $570.19 Unrealized +70.2%
CTAS CINTAS CORP COM 0.1%
Value ($000) $260 Shares 1,266 Est. Cost $183.47 Unrealized +7.8%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $258 Shares 969 Est. Cost $183.33 Unrealized +32.6%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $252 Shares 1,633 Est. Cost $107.39 Unrealized +33.3%
EGP EASTGROUP PPTYS INC COM 0.1%
Value ($000) $247 Shares 1,400 Est. Cost $179.77 Unrealized
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $246 Shares 1,505 Est. Cost $114.60 Unrealized +28.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $224 Shares 3,602 Est. Cost $60.30 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $220 Shares 381 Est. Cost $461.54 Unrealized +39.4%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $219 Shares 1,401 Est. Cost $149.94 Unrealized +21.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $217 Shares 950 Est. Cost $160.29 Unrealized +32.2%
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $206 Shares 6,979 Est. Cost $28.40 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $203 Shares 1,227 Est. Cost $149.61 Unrealized +1.9%
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $199 Shares 6,400 Est. Cost $22.98 Unrealized +31.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $193 Shares 291 Est. Cost $616.34 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $188 Shares 9,399 Est. Cost $9.20 Unrealized
HUT HUT 8 CORP COM 0.1%
Value ($000) $187 Shares 16,100 Est. Cost $20.42 Unrealized -9.6%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $186 Shares 1,276 Est. Cost $123.54 Unrealized +17.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $184 Shares 3,150 Est. Cost $100.16 Unrealized
NUDV NUVEEN ESG DIVIDEND ETF 0.1%
Value ($000) $183 Shares 6,572 Est. Cost $23.57 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $183 Shares 6,873 Est. Cost $42.71 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $179 Shares 667 Est. Cost $266.02 Unrealized +16.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $174 Shares 1,666 Est. Cost $95.56 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $168 Shares 652 Est. Cost $185.84 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $165 Shares 959 Est. Cost $138.65 Unrealized +16.9%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $163 Shares 14,254 Est. Cost $11.01 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $162 Shares 325 Est. Cost $509.31 Unrealized +6.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $158 Shares 430 Est. Cost $326.50 Unrealized +16.6%
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $155 Shares 15,000 Est. Cost $11.20 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $153 Shares 2,342 Est. Cost $82.15 Unrealized -5.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $152 Shares 4,912 Est. Cost $21.75 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $152 Shares 1,149 Est. Cost $106.99 Unrealized +16.6%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $151 Shares 524 Est. Cost $180.66 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $140 Shares 2,757 Est. Cost $47.63 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $136 Shares 3,865 Est. Cost $29.70 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $128 Shares 1,837 Est. Cost $141.87 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $127 Shares 518 Est. Cost $230.98 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $124 Shares 2,550 Est. Cost $57.69 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $117 Shares 19,500 Est. Cost $6.70 Unrealized +11.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $116 Shares 598 Est. Cost $161.40 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $115 Shares 2,984 Est. Cost $35.38 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $114 Shares 2,000 Est. Cost $59.51 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $112 Shares 1,443 Est. Cost $33.26 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $106 Shares 2,534 Est. Cost $32.26 Unrealized +35.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $105 Shares 533 Est. Cost $224.46 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $103 Shares 950 Est. Cost $49.54 Unrealized +90.9%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $96 Shares 1,990 Est. Cost $37.97 Unrealized +39.5%
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $93 Shares 2,217 Est. Cost $32.03 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $93 Shares 685 Est. Cost $128.47 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $90 Shares 1,248 Est. Cost $78.29 Unrealized -8.6%
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value ($000) $83 Shares 866 Est. Cost $72.75 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $82 Shares 250 Est. Cost $219.65 Unrealized +60.2%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $80 Shares 498 Est. Cost $155.33 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $77 Shares 201 Est. Cost $460.07 Unrealized -6.8%
BA BOEING CO COM 0.0%
Value ($000) $75 Shares 441 Est. Cost $200.79 Unrealized -13.8%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $73 Shares 328 Est. Cost $162.99 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $72 Shares 440 Est. Cost $166.15 Unrealized -1.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $71 Shares 205 Est. Cost $276.27 Unrealized +15.6%
CME CME GROUP INC COM 0.0%
Value ($000) $70 Shares 262 Est. Cost $213.61 Unrealized +13.5%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $69 Shares 350 Est. Cost $165.18 Unrealized +26.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $69 Shares 567 Est. Cost $87.98 Unrealized +25.7%
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $68 Shares 1,985 Est. Cost $31.03 Unrealized +12.4%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $66 Shares 130 Est. Cost $391.59 Unrealized +29.6%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $66 Shares 386 Est. Cost $119.89 Unrealized +54.2%
TBIL US TREASURY 3 MONTH BILL ETF 0.0%
Value ($000) $66 Shares 1,311 Est. Cost $50.04 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $65 Shares 662 Est. Cost $103.81 Unrealized +2.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $65 Shares 530 Est. Cost $95.43 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $64 Shares 321 Est. Cost $185.38 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $64 Shares 116 Est. Cost $239.67 Unrealized +133.2%
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $63 Shares 1,703 Est. Cost $36.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $63 Shares 253 Est. Cost $158.96 Unrealized +50.6%
NOW SERVICENOW INC COM 0.0%
Value ($000) $62 Shares 78 Est. Cost $128.07 Unrealized +50.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $61 Shares 984 Est. Cost $71.32 Unrealized -19.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $59 Shares 174 Est. Cost $320.80 Unrealized +11.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $58 Shares 232 Est. Cost $261.27 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $56 Shares 238 Est. Cost $219.81 Unrealized +10.1%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $55 Shares 1,207 Est. Cost $29.64 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $54 Shares 227 Est. Cost $234.66 Unrealized +0.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $52 Shares 275 Est. Cost $210.39 Unrealized -0.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $51 Shares 300 Est. Cost $182.08 Unrealized -12.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $51 Shares 117 Est. Cost $411.51 Unrealized +7.3%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $51 Shares 1,697 Est. Cost $45.58 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $50 Shares 117 Est. Cost $485.80 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $50 Shares 182 Est. Cost $218.76 Unrealized +16.9%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $49 Shares 622 Est. Cost $82.97 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $48 Shares 695 Est. Cost $42.85 Unrealized +120.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $48 Shares 157 Est. Cost $223.79 Unrealized +32.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $46 Shares 1,057 Est. Cost $40.72 Unrealized +44.0%
GCC WISDOMTREE ENHANCED COMMODITY STGY FD 0.0%
Value ($000) $44 Shares 2,238 Est. Cost $17.06 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $44 Shares 920 Est. Cost $68.16 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $43 Shares 160 Est. Cost $149.10 Unrealized +96.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 458 Est. Cost $40.06 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $43 Shares 359 Est. Cost $83.67 Unrealized +28.1%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $42 Shares 1,053 Est. Cost $25.79 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $41 Shares 118 Est. Cost $213.08 Unrealized +47.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $40 Shares 240 Est. Cost $151.05 Unrealized +1.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $40 Shares 183 Est. Cost $188.00 Unrealized +0.8%
BLK BLACKROCK INC COM 0.0%
Value ($000) $39 Shares 41 Est. Cost $840.24 Unrealized +14.5%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $38 Shares 258 Est. Cost $120.52 Unrealized +14.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $38 Shares 270 Est. Cost $81.48 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $38 Shares 397 Est. Cost $56.04 Unrealized +94.4%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $37 Shares 1,353 Est. Cost $42.84 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $35 Shares 317 Est. Cost $63.88 Unrealized +62.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $35 Shares 642 Est. Cost $64.69 Unrealized +39.9%
KEX KIRBY CORP COM 0.0%
Value ($000) $34 Shares 332 Est. Cost $119.27 Unrealized -12.5%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $29.14 Unrealized -9.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $32 Shares 550 Est. Cost $43.06 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $32 Shares 524 Est. Cost $56.56 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $32 Shares 68 Est. Cost $361.85 Unrealized +22.9%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $31 Shares 309 Est. Cost $98.07 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $30 Shares 422 Est. Cost $53.79 Unrealized +20.8%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $30 Shares 783 Est. Cost $35.23 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $30 Shares 267 Est. Cost $114.67 Unrealized -2.4%
JPLD JPMORGAN LIMITED DURATION BOND ETF 0.0%
Value ($000) $30 Shares 571 Est. Cost $50.97 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $30 Shares 201 Est. Cost $140.13 Unrealized +5.6%
DE DEERE & CO COM 0.0%
Value ($000) $30 Shares 63 Est. Cost $384.13 Unrealized +20.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $29 Shares 82 Est. Cost $285.42 Unrealized +33.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $29 Shares 56 Est. Cost $441.94 Unrealized +6.4%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $133.14 Unrealized +18.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $28 Shares 89 Est. Cost $290.73 Unrealized +20.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $27 Shares 292 Est. Cost $72.35 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $27 Shares 2,518 Est. Cost $14.51 Unrealized +3.8%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $25 Shares 491 Est. Cost $57.07 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $88.54 Unrealized +34.7%
CWCO CONSOLIDATED WATER CO INC ORD 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $29.73 Unrealized -12.0%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $24 Shares 3,600 Est. Cost $6.47 Unrealized
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $23 Shares 19 Est. Cost $1171.84 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $23 Shares 113 Est. Cost $222.07 Unrealized -2.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $22 Shares 835 Est. Cost $28.88 Unrealized -15.6%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $22 Shares 661 Est. Cost $29.65 Unrealized +4.7%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $22 Shares 74 Est. Cost $265.51 Unrealized +13.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $21 Shares 454 Est. Cost $37.31 Unrealized
CVNA CARVANA CO CL A 0.0%
Value ($000) $21 Shares 100 Est. Cost $61.03 Unrealized +262.5%
PFE PFIZER INC COM 0.0%
Value ($000) $21 Shares 824 Est. Cost $29.67 Unrealized -16.7%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $21 Shares 245 Est. Cost $77.70 Unrealized +19.4%
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $12.58 Unrealized -23.3%
PL PLANET LABS PBC COM CL A 0.0%
Value ($000) $20 Shares 5,989 Est. Cost $5.51 Unrealized -15.1%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 231 Est. Cost $92.55 Unrealized
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.0%
Value ($000) $19 Shares 863 Est. Cost $23.02 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $19 Shares 114 Est. Cost $157.80 Unrealized +14.4%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $18 Shares 120 Est. Cost $154.22 Unrealized +3.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 88 Est. Cost $194.79 Unrealized +5.7%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $18 Shares 15 Est. Cost $1152.00 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $17 Shares 33 Est. Cost $270.59 Unrealized +82.2%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $16 Shares 209 Est. Cost $101.39 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $16 Shares 145 Est. Cost $82.15 Unrealized +44.6%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $15 Shares 74 Est. Cost $145.50 Unrealized +29.7%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 188 Est. Cost $71.39 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $15 Shares 181 Est. Cost $176.95 Unrealized -50.5%
WPC WP CAREY INC COM 0.0%
Value ($000) $14 Shares 222 Est. Cost $60.53 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $14 Shares 77 Est. Cost $156.49 Unrealized +16.4%
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $13 Shares 355 Est. Cost $38.58 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $12 Shares 156 Est. Cost $69.20 Unrealized +17.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 21 Est. Cost $533.26 Unrealized +4.5%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $12 Shares 27 Est. Cost $392.63 Unrealized +14.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $12 Shares 124 Est. Cost $84.75 Unrealized +19.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $12 Shares 20 Est. Cost $432.14 Unrealized +50.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $11 Shares 203 Est. Cost $61.39 Unrealized -14.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $11 Shares 103 Est. Cost $137.78 Unrealized -18.2%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $11 Shares 135 Est. Cost $76.53 Unrealized +5.8%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $11 Shares 88 Est. Cost $73.33 Unrealized +54.0%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 739 Est. Cost $19.97 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $11 Shares 136 Est. Cost $73.99 Unrealized +5.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $10 Shares 25 Est. Cost $334.96 Unrealized
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.0%
Value ($000) $10 Shares 516 Est. Cost $20.01 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $10 Shares 70 Est. Cost $198.72 Unrealized -16.1%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $10 Shares 164 Est. Cost $60.71 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $10 Shares 10 Est. Cost $673.02 Unrealized +52.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $10 Shares 12 Est. Cost $724.16 Unrealized +21.6%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $76.81 Unrealized -29.5%
LARK LANDMARK BANCORP INC COM 0.0%
Value ($000) $9 Shares 346 Est. Cost $20.51 Unrealized +14.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $9 Shares 83 Est. Cost $98.44 Unrealized 0.0%
VOTE TCW TRANSFORM 500 ETF 0.0%
Value ($000) $9 Shares 135 Est. Cost $51.85 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $9 Shares 37 Est. Cost $216.32 Unrealized +10.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 Shares 82 Est. Cost $98.09 Unrealized -1.3%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $8 Shares 216 Est. Cost $26.16 Unrealized +55.5%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $7 Shares 63 Est. Cost $120.33 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $158.81 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 31 Est. Cost $232.52 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $288.64 Unrealized 0.0%
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $6 Shares 830 Est. Cost $38.88 Unrealized -80.2%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.73 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $6 Shares 42 Est. Cost $235.30 Unrealized -27.9%
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value ($000) $6 Shares 156 Est. Cost $39.38 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $83.54 Unrealized -11.9%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $6 Shares 580 Est. Cost $11.50 Unrealized -9.4%
GLW CORNING INC COM 0.0%
Value ($000) $5 Shares 108 Est. Cost $31.79 Unrealized +52.7%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $5 Shares 24 Est. Cost $130.82 Unrealized +49.6%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $4 Shares 56 Est. Cost $77.80 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $56.38 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $4 Shares 141 Est. Cost $29.89 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $4 Shares 430 Est. Cost $9.58 Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 37 Est. Cost $115.19 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $96.14 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 27 Est. Cost $137.56 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $4 Shares 114 Est. Cost $36.38 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $95.10 Unrealized 0.0%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $3 Shares 44 Est. Cost $80.30 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $127.92 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $148.62 Unrealized 0.0%
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $3 Shares 313 Est. Cost $12.78 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $52.20 Unrealized -8.4%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $244.12 Unrealized +21.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 22 Est. Cost $131.77 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 29 Est. Cost $96.79 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $2 Shares 19 Est. Cost $131.72 Unrealized +3.2%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $125.91 Unrealized 0.0%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.79 Unrealized -27.6%
INTU INTUIT COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $597.47 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.97 Unrealized +25.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $2 Shares 6 Est. Cost $308.54 Unrealized 0.0%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.34 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $140.30 Unrealized 0.0%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $82.63 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $217.77 Unrealized +2.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $466.00 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $86.99 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $39.58 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1247.54 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $714.90 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $95.73 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $278.09 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $1 Shares 34 Est. Cost $39.99 Unrealized -12.4%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $233.26 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $286.33 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $10.36 Unrealized -10.8%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $23.82 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $40.36 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.93 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $69.34 Unrealized -2.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.19 Unrealized 0.0%
EQT EQT CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.54 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $322.30 Unrealized 0.0%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.58 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $99.37 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $253.59 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $348.14 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.28 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $249.56 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 54 Est. Cost $15.37 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $175.17 Unrealized +21.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $249.61 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $227.37 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $77.78 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.57 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $231.66 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $60.43 Unrealized 0.0%
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $1 Shares 220 Est. Cost $11.88 Unrealized -63.1%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $205.35 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $212.87 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $684.44 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $316.50 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.81 Unrealized -11.0%
INTC INTEL CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.88 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.04 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $80.02 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $574.91 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.61 Unrealized -6.1%
IEX IDEX CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $196.61 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $60.33 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $236.05 Unrealized -17.8%
EOG EOG RES INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $125.12 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $80.44 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $55.48 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $159.67 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $65.70 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.38 Unrealized +9.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $44.20 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $26.70 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $165.11 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.09 Unrealized 0.0%
KREF KKR REAL ESTATE FIN TR INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.80 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $75.52 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.72 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.57 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $82.56 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $125.89 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.65 Unrealized +8.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.06 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $266.65 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost $132.33 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $121.58 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $71.89 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $102.95 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.31 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $138.49 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $87.83 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.13 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.78 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.65 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.97 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.41 Unrealized 0.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $93.15 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $123.11 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $105.94 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.53 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $95.23 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $105.85 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $112.61 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $85.82 Unrealized 0.0%
RVTY REVVITY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.09 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.05 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.19 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.25 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.60 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $88.03 Unrealized +14.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $230.05 Unrealized +20.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.12 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.38 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.69 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.27 Unrealized +76.2%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $30.36 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.60 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $0 Shares 14 Est. Cost $23.78 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.84 Unrealized +4.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $245.41 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.30 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $284.41 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.16 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $16.25 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $132.76 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.25 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.64 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 49 Est. Cost $20.41 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.67 Unrealized +31.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.04 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.08 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.39 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $48.81 Unrealized 0.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $82.15 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.64 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.15 Unrealized -3.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.79 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.51 Unrealized 0.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $70.06 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.80 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.81 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $28.34 Unrealized 0.0%
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $0 Shares 7 Est. Cost $31.48 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.53 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.02 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 3 Est. Cost $68.81 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.21 Unrealized 0.0%
VTR VENTAS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.10 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.60 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $31.50 Unrealized 0.0%
BXP BXP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.83 Unrealized 0.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.92 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.85 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.20 Unrealized 0.0%
AOS SMITH A O CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.45 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.36 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.57 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $56.88 Unrealized 0.0%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $27.80 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $65.78 Unrealized 0.0%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.99 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.50 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.69 Unrealized 0.0%
INCY INCYTE CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.73 Unrealized 0.0%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.54 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $15.53 Unrealized 0.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.42 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $52.58 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $22.41 Unrealized 0.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.99 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $24.08 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $37.94 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $43.22 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.68 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.65 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.42 Unrealized 0.0%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.87 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.30 Unrealized 0.0%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.11 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $16.45 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.38 Unrealized 0.0%
CINGW CINGULATE INC WT EXP 121026 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.33 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $16.43 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.71 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.17 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.23 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.90 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.41 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.33 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.47 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.83 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.83 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $28.86 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.38 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.83 Unrealized 0.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.88 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.02 Unrealized 0.0%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $3.87 Unrealized +22.1%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $28.28 Unrealized -9.5%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.60 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.24 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.53 Unrealized 0.0%
ADCT ADC THERAPEUTICS SA SHS 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.70 Unrealized 0.0%