Brown Miller Wealth Management, LLC Diversified Active

CIK: 0001840084 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 17, 2025

Total Value ($000): $288,966 (100.0% shares, 0.0% debt)

Holdings (180)

NVDA NVIDIA CORPORATION 10.7%
Value ($000) $31,037 Shares 286,375 Est. Cost $93.14 Unrealized +36.0%
AAPL APPLE INC 8.8%
Value ($000) $25,313 Shares 113,958 Est. Cost $120.88 Unrealized +90.9%
MSFT MICROSOFT CORP 5.3%
Value ($000) $15,191 Shares 40,468 Est. Cost $229.50 Unrealized +76.5%
JPM JPMORGAN CHASE & CO. 3.8%
Value ($000) $11,057 Shares 45,075 Est. Cost $105.25 Unrealized +138.4%
ABT ABBOTT LABS 2.0%
Value ($000) $5,662 Shares 42,686 Est. Cost $101.02 Unrealized +24.2%
GOOGL ALPHABET INC 1.7%
Value ($000) $5,045 Shares 32,621 Est. Cost $114.30 Unrealized +58.1%
CSCO CISCO SYS INC 1.6%
Value ($000) $4,560 Shares 73,899 Est. Cost $39.70 Unrealized +51.4%
CB CHUBB LIMITED 1.6%
Value ($000) $4,512 Shares 14,940 Est. Cost $171.72 Unrealized +60.9%
AMZN AMAZON COM INC 1.6%
Value ($000) $4,488 Shares 23,591 Est. Cost $140.34 Unrealized +54.6%
SBUX STARBUCKS CORP 1.5%
Value ($000) $4,474 Shares 45,615 Est. Cost $86.36 Unrealized +16.9%
LIN LINDE PLC 1.5%
Value ($000) $4,266 Shares 9,162 Est. Cost $359.75 Unrealized +23.6%
LOW LOWES COS INC 1.5%
Value ($000) $4,253 Shares 18,234 Est. Cost $167.04 Unrealized +44.9%
SPYM SPDR SER TR 1.4%
Value ($000) $4,149 Shares 63,097 Est. Cost $65.76 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $4,097 Shares 57,797 Est. Cost $65.43 Unrealized +4.9%
CGXU CAPITAL GROUP INTL FOCUS EQT 1.4%
Value ($000) $3,931 Shares 160,571 Est. Cost $22.53 Unrealized
V VISA INC 1.3%
Value ($000) $3,881 Shares 11,074 Est. Cost $262.95 Unrealized +27.9%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $3,818 Shares 22,402 Est. Cost $129.75 Unrealized +26.4%
DIS DISNEY WALT CO 1.2%
Value ($000) $3,546 Shares 35,926 Est. Cost $115.40 Unrealized -7.9%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $3,446 Shares 6,580 Est. Cost $352.08 Unrealized +41.9%
ABBV ABBVIE INC 1.2%
Value ($000) $3,428 Shares 16,362 Est. Cost $83.63 Unrealized +126.5%
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $3,290 Shares 11,971 Est. Cost $212.40 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $3,274 Shares 19,553 Est. Cost $167.15 Unrealized +25.5%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $3,149 Shares 12,664 Est. Cost $112.15 Unrealized +113.5%
RTX RTX CORPORATION 1.1%
Value ($000) $3,147 Shares 23,762 Est. Cost $66.26 Unrealized +88.3%
QCOM QUALCOMM INC 1.1%
Value ($000) $3,075 Shares 20,021 Est. Cost $124.95 Unrealized +27.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $3,056 Shares 5,739 Est. Cost $265.53 Unrealized +83.1%
BLK BLACKROCK INC 1.1%
Value ($000) $3,037 Shares 3,209 Est. Cost $990.59 Unrealized -2.9%
SYK STRYKER CORPORATION 1.0%
Value ($000) $2,750 Shares 7,387 Est. Cost $232.81 Unrealized +62.0%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $2,736 Shares 8,767 Est. Cost $259.01 Unrealized +34.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $2,724 Shares 15,791 Est. Cost $101.65 Unrealized +59.5%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $2,638 Shares 16,617 Est. Cost $71.04 Unrealized +92.8%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,635 Shares 15,754 Est. Cost $91.36 Unrealized +64.7%
ADI ANALOG DEVICES INC 0.9%
Value ($000) $2,621 Shares 12,997 Est. Cost $150.44 Unrealized +41.5%
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $2,618 Shares 12,030 Est. Cost $195.09 Unrealized -2.9%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $2,374 Shares 8,708 Est. Cost $190.36 Unrealized +34.4%
AMGN AMGEN INC 0.8%
Value ($000) $2,345 Shares 7,527 Est. Cost $211.76 Unrealized +35.6%
TSCO TRACTOR SUPPLY CO 0.8%
Value ($000) $2,195 Shares 39,840 Est. Cost $53.30 Unrealized +1.2%
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,189 Shares 48,370 Est. Cost $48.11 Unrealized
IJH ISHARES TR 0.7%
Value ($000) $2,125 Shares 36,417 Est. Cost $88.85 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $2,041 Shares 22,736 Est. Cost $67.00 Unrealized +34.5%
O REALTY INCOME CORP 0.7%
Value ($000) $2,024 Shares 35,045 Est. Cost $49.92 Unrealized +5.3%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $1,917 Shares 3,498 Est. Cost $375.21 Unrealized +44.5%
IVV ISHARES TR 0.7%
Value ($000) $1,905 Shares 3,391 Est. Cost $458.13 Unrealized
PLD PROLOGIS INC. 0.7%
Value ($000) $1,898 Shares 16,981 Est. Cost $116.41 Unrealized -3.9%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $1,793 Shares 6,933 Est. Cost $221.25 Unrealized
XYL XYLEM INC 0.6%
Value ($000) $1,790 Shares 14,982 Est. Cost $99.46 Unrealized +23.3%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,779 Shares 48,219 Est. Cost $39.49 Unrealized -11.3%
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $1,759 Shares 79,367 Est. Cost $12.57 Unrealized +65.9%
ACGL ARCH CAP GROUP LTD 0.5%
Value ($000) $1,540 Shares 16,014 Est. Cost $75.46 Unrealized +22.3%
ZTS ZOETIS INC 0.5%
Value ($000) $1,502 Shares 9,121 Est. Cost $164.52 Unrealized 0.0%
GLDM WORLD GOLD TR 0.5%
Value ($000) $1,467 Shares 23,707 Est. Cost $36.89 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,412 Shares 3,160 Est. Cost $477.25 Unrealized -6.1%
XMHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,371 Shares 14,976 Est. Cost $91.53 Unrealized
SPSM SPDR SER TR 0.5%
Value ($000) $1,335 Shares 32,743 Est. Cost $40.76 Unrealized
GABC GERMAN AMERN BANCORP INC 0.4%
Value ($000) $1,289 Shares 34,369 Est. Cost $39.44 Unrealized -3.4%
PEP PEPSICO INC 0.4%
Value ($000) $1,262 Shares 8,415 Est. Cost $135.29 Unrealized +6.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,244 Shares 7,503 Est. Cost $134.56 Unrealized +13.3%
BX BLACKSTONE INC 0.4%
Value ($000) $1,080 Shares 7,729 Est. Cost $78.97 Unrealized +100.3%
FAST FASTENAL CO 0.4%
Value ($000) $1,078 Shares 13,902 Est. Cost $27.13 Unrealized +35.8%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,017 Shares 22,430 Est. Cost $40.18 Unrealized -1.5%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $971 Shares 5,008 Est. Cost $159.60 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $962 Shares 3,078 Est. Cost $198.88 Unrealized +47.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $944 Shares 998 Est. Cost $448.98 Unrealized +116.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $921 Shares 17,795 Est. Cost $54.61 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $902 Shares 5,220 Est. Cost $126.98 Unrealized
SNOW SNOWFLAKE INC 0.3%
Value ($000) $901 Shares 6,165 Est. Cost $164.74 Unrealized +3.0%
GOOG ALPHABET INC 0.3%
Value ($000) $898 Shares 5,750 Est. Cost $144.54 Unrealized +26.2%
QBTS D-WAVE QUANTUM INC 0.3%
Value ($000) $870 Shares 114,467 Est. Cost $6.72 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $860 Shares 2,319 Est. Cost $220.99 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $855 Shares 14,964 Est. Cost $58.80 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $791 Shares 11,394 Est. Cost $97.32 Unrealized
VHT VANGUARD WORLD FD 0.3%
Value ($000) $784 Shares 2,961 Est. Cost $223.86 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $778 Shares 6,939 Est. Cost $78.08 Unrealized +28.8%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $777 Shares 27,244 Est. Cost $22.04 Unrealized +21.2%
HD HOME DEPOT INC 0.3%
Value ($000) $739 Shares 2,015 Est. Cost $330.37 Unrealized +15.2%
DHR DANAHER CORPORATION 0.2%
Value ($000) $719 Shares 3,508 Est. Cost $202.04 Unrealized +7.4%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $712 Shares 20,844 Est. Cost $20.27 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $697 Shares 3,374 Est. Cost $193.70 Unrealized
SHLD GLOBAL X FDS 0.2%
Value ($000) $693 Shares 14,890 Est. Cost $46.55 Unrealized
DE DEERE & CO 0.2%
Value ($000) $678 Shares 1,444 Est. Cost $237.52 Unrealized +94.3%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%
Value ($000) $669 Shares 23,603 Est. Cost $20.99 Unrealized
SGOV ISHARES TR 0.2%
Value ($000) $665 Shares 6,605 Est. Cost $100.67 Unrealized
RMD RESMED INC 0.2%
Value ($000) $665 Shares 2,970 Est. Cost $190.91 Unrealized +21.3%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $663 Shares 2,343 Est. Cost $245.29 Unrealized 0.0%
HACK AMPLIFY ETF TR 0.2%
Value ($000) $653 Shares 9,096 Est. Cost $64.55 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $639 Shares 18,666 Est. Cost $21.01 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $636 Shares 10,600 Est. Cost $33.64 Unrealized +51.7%
BRO BROWN & BROWN INC 0.2%
Value ($000) $631 Shares 5,071 Est. Cost $111.13 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $627 Shares 7,143 Est. Cost $57.24 Unrealized +62.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $622 Shares 2,567 Est. Cost $231.86 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $617 Shares 3,999 Est. Cost $143.17 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $612 Shares 6,659 Est. Cost $84.13 Unrealized 0.0%
SNA SNAP ON INC 0.2%
Value ($000) $580 Shares 1,721 Est. Cost $331.71 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $578 Shares 8,875 Est. Cost $56.05 Unrealized 0.0%
WTM WHITE MTNS INS GROUP LTD 0.2%
Value ($000) $575 Shares 298 Est. Cost $940.82 Unrealized +100.1%
IWM ISHARES TR 0.2%
Value ($000) $560 Shares 2,808 Est. Cost $201.42 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $550 Shares 5,865 Est. Cost $87.83 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $538 Shares 4,940 Est. Cost $99.22 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $522 Shares 3,981 Est. Cost $131.07 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $516 Shares 4,687 Est. Cost $140.91 Unrealized -20.0%
IVW ISHARES TR 0.2%
Value ($000) $510 Shares 5,498 Est. Cost $92.83 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value ($000) $493 Shares 5,765 Est. Cost $80.44 Unrealized 0.0%
DEO DIAGEO PLC 0.2%
Value ($000) $491 Shares 4,684 Est. Cost $104.79 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $489 Shares 4,113 Est. Cost $87.51 Unrealized +22.5%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $487 Shares 9,614 Est. Cost $50.52 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $475 Shares 2,780 Est. Cost $170.89 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $471 Shares 9,458 Est. Cost $49.81 Unrealized
DOW DOW INC 0.2%
Value ($000) $461 Shares 13,200 Est. Cost $37.17 Unrealized -3.2%
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $451 Shares 9,100 Est. Cost $50.65 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $451 Shares 7,539 Est. Cost $22.68 Unrealized +144.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $441 Shares 1,640 Est. Cost $288.02 Unrealized +1.5%
DBP INVESCO DB MULTI-SECTOR COMM 0.2%
Value ($000) $434 Shares 6,068 Est. Cost $71.45 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $433 Shares 1,503 Est. Cost $288.14 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $427 Shares 2,496 Est. Cost $159.26 Unrealized 0.0%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $425 Shares 12,267 Est. Cost $28.73 Unrealized +27.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $415 Shares 1,961 Est. Cost $191.86 Unrealized +3.4%
CLX CLOROX CO DEL 0.1%
Value ($000) $399 Shares 2,712 Est. Cost $147.98 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $398 Shares 1,303 Est. Cost $148.50 Unrealized +98.9%
GEV GE VERNOVA INC 0.1%
Value ($000) $395 Shares 1,293 Est. Cost $348.14 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $388 Shares 1,123 Est. Cost $313.31 Unrealized 0.0%
TRGP TARGA RES CORP 0.1%
Value ($000) $386 Shares 1,924 Est. Cost $194.68 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $382 Shares 2,624 Est. Cost $145.16 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $381 Shares 1,719 Est. Cost $196.77 Unrealized
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $380 Shares 2,868 Est. Cost $125.34 Unrealized +12.6%
SLV ISHARES SILVER TR 0.1%
Value ($000) $375 Shares 12,086 Est. Cost $30.99 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $374 Shares 8,165 Est. Cost $45.78 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $372 Shares 1,842 Est. Cost $202.13 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $364 Shares 8,631 Est. Cost $44.20 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $356 Shares 1,215 Est. Cost $258.97 Unrealized +16.0%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $352 Shares 4,444 Est. Cost $86.30 Unrealized -11.8%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $351 Shares 3,554 Est. Cost $103.45 Unrealized 0.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $339 Shares 1,332 Est. Cost $288.64 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $336 Shares 5,986 Est. Cost $59.63 Unrealized -11.6%
SAIC SCIENCE APPLICATIONS INTL CO 0.1%
Value ($000) $335 Shares 2,983 Est. Cost $108.02 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $333 Shares 2,184 Est. Cost $149.11 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $333 Shares 4,438 Est. Cost $60.02 Unrealized +18.8%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $328 Shares 3,890 Est. Cost $87.82 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $325 Shares 348 Est. Cost $59.50 Unrealized +59.8%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $313 Shares 5,039 Est. Cost $62.10 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $307 Shares 3,000 Est. Cost $84.35 Unrealized +17.5%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $307 Shares 911 Est. Cost $359.02 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $306 Shares 221 Est. Cost $1247.54 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $305 Shares 213 Est. Cost $63.20 Unrealized +37.7%
CPRT COPART INC 0.1%
Value ($000) $294 Shares 5,194 Est. Cost $43.97 Unrealized +28.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $289 Shares 3,141 Est. Cost $100.60 Unrealized 0.0%
STT STATE STR CORP 0.1%
Value ($000) $288 Shares 3,243 Est. Cost $57.49 Unrealized +61.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $288 Shares 348 Est. Cost $826.69 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $283 Shares 2,027 Est. Cost $161.57 Unrealized 0.0%
OKE ONEOK INC NEW 0.1%
Value ($000) $280 Shares 2,822 Est. Cost $94.96 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $272 Shares 7,643 Est. Cost $30.33 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $272 Shares 1,247 Est. Cost $209.54 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $270 Shares 2,464 Est. Cost $99.38 Unrealized +19.5%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $266 Shares 1,297 Est. Cost $233.26 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $263 Shares 8,981 Est. Cost $28.86 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $256 Shares 3,784 Est. Cost $57.99 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $255 Shares 3,562 Est. Cost $64.61 Unrealized +0.6%
SRE SEMPRA 0.1%
Value ($000) $254 Shares 3,564 Est. Cost $81.17 Unrealized -7.0%
GWW GRAINGER W W INC 0.1%
Value ($000) $249 Shares 252 Est. Cost $1025.88 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $248 Shares 2,516 Est. Cost $88.00 Unrealized +22.4%
EME EMCOR GROUP INC 0.1%
Value ($000) $245 Shares 664 Est. Cost $431.82 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $242 Shares 3,693 Est. Cost $67.73 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $240 Shares 2,287 Est. Cost $96.79 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $240 Shares 5,409 Est. Cost $41.39 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $238 Shares 1,616 Est. Cost $129.09 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $237 Shares 1,002 Est. Cost $192.94 Unrealized +22.1%
BWIN THE BALDWIN INSURANCE GRP IN 0.1%
Value ($000) $236 Shares 5,281 Est. Cost $40.73 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $229 Shares 2,060 Est. Cost $98.75 Unrealized +5.4%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $228 Shares 4,486 Est. Cost $47.90 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $225 Shares 5,084 Est. Cost $45.65 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $224 Shares 1,113 Est. Cost $266.65 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $224 Shares 1,385 Est. Cost $169.69 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $221 Shares 1,106 Est. Cost $195.73 Unrealized 0.0%
UBS UBS GROUP AG 0.1%
Value ($000) $219 Shares 7,159 Est. Cost $31.70 Unrealized +5.2%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $211 Shares 2,545 Est. Cost $94.87 Unrealized -15.0%
GTES GATES INDL CORP PLC 0.1%
Value ($000) $207 Shares 11,246 Est. Cost $20.62 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $203 Shares 1,357 Est. Cost $165.11 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $201 Shares 1,141 Est. Cost $168.31 Unrealized +8.9%
MORN MORNINGSTAR INC 0.1%
Value ($000) $200 Shares 669 Est. Cost $314.89 Unrealized 0.0%
TRIP TRIPADVISOR INC 0.1%
Value ($000) $164 Shares 11,541 Est. Cost $15.67 Unrealized 0.0%
DUN & BRADSTREET HLDGS INC 0.0%
Value ($000) $122 Shares 13,648 Est. Cost $8.94 Unrealized