Brown Miller Wealth Management, LLC Diversified Active

Location: McLean, VA

CIK: 0001840084 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 23, 2026

Total Value: $362M (100.0% shares, 0.0% debt)

Holdings (193)

NVDA NVIDIA CORPORATION 13.9%
Value $50.2M Shares 269,163 Est. Cost $93.14 Unrealized +99.8%
AAPL APPLE INC 8.3%
Value $29.91M Shares 110,025 Est. Cost $120.88 Unrealized +122.0%
MSFT MICROSOFT CORP 5.5%
Value $19.81M Shares 40,960 Est. Cost $229.50 Unrealized +118.1%
JPM JPMORGAN CHASE & CO. 4.0%
Value $14.58M Shares 45,251 Est. Cost $105.25 Unrealized +194.1%
GOOGL ALPHABET INC 3.1%
Value $11.29M Shares 36,076 Est. Cost $130.84 Unrealized +118.3%
AVGO BROADCOM INC 2.2%
Value $8.122M Shares 23,467 Est. Cost $174.74 Unrealized +104.3%
SPYM SPDR SERIES TRUST 1.6%
Value $5.883M Shares 73,337 Est. Cost $68.01 Unrealized
CSCO CISCO SYS INC 1.6%
Value $5.642M Shares 73,243 Est. Cost $40.00 Unrealized +84.5%
AMZN AMAZON COM INC 1.5%
Value $5.542M Shares 24,008 Est. Cost $141.37 Unrealized +61.8%
CGXU CAPITAL GROUP INTL FOCUS EQT 1.5%
Value $5.529M Shares 187,107 Est. Cost $23.46 Unrealized
ABT ABBOTT LABS 1.4%
Value $5.152M Shares 41,124 Est. Cost $101.02 Unrealized +26.0%
NEE NEXTERA ENERGY INC 1.4%
Value $4.985M Shares 62,090 Est. Cost $65.99 Unrealized +25.0%
CB CHUBB LIMITED 1.3%
Value $4.843M Shares 15,517 Est. Cost $175.25 Unrealized +66.8%
LOW LOWES COS INC 1.3%
Value $4.594M Shares 19,048 Est. Cost $169.79 Unrealized +41.2%
VTI VANGUARD INDEX FDS 1.2%
Value $4.398M Shares 13,118 Est. Cost $221.46 Unrealized
LLY ELI LILLY & CO 1.2%
Value $4.25M Shares 3,954 Est. Cost $749.38 Unrealized +27.5%
RTX RTX CORPORATION 1.2%
Value $4.183M Shares 22,806 Est. Cost $66.26 Unrealized +161.6%
DIS DISNEY WALT CO 1.1%
Value $4.08M Shares 35,864 Est. Cost $115.40 Unrealized -5.1%
SBUX STARBUCKS CORP 1.1%
Value $4.046M Shares 48,051 Est. Cost $86.39 Unrealized -2.7%
LIN LINDE PLC 1.1%
Value $4.043M Shares 9,483 Est. Cost $362.27 Unrealized +17.9%
V VISA INC 1.1%
Value $4.001M Shares 11,409 Est. Cost $264.77 Unrealized +28.6%
ABBV ABBVIE INC 1.0%
Value $3.668M Shares 16,052 Est. Cost $85.95 Unrealized +164.7%
ADI ANALOG DEVICES INC 1.0%
Value $3.651M Shares 13,461 Est. Cost $152.64 Unrealized +64.2%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value $3.615M Shares 12,206 Est. Cost $112.15 Unrealized +166.4%
PG PROCTER AND GAMBLE CO 1.0%
Value $3.45M Shares 24,072 Est. Cost $131.46 Unrealized +12.0%
BLK BLACKROCK INC 1.0%
Value $3.443M Shares 3,216 Est. Cost $990.59 Unrealized +10.0%
UNH UNITEDHEALTH GROUP INC 0.9%
Value $3.43M Shares 10,391 Est. Cost $338.21 Unrealized -0.3%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value $3.317M Shares 61,699 Est. Cost $49.23 Unrealized
IJH ISHARES TR 0.9%
Value $3.123M Shares 47,317 Est. Cost $83.27 Unrealized
ACN ACCENTURE PLC IRELAND 0.9%
Value $3.101M Shares 11,558 Est. Cost $259.62 Unrealized -2.1%
GD GENERAL DYNAMICS CORP 0.8%
Value $2.993M Shares 8,889 Est. Cost $191.24 Unrealized +78.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value $2.875M Shares 5,719 Est. Cost $265.53 Unrealized +87.4%
SYK STRYKER CORPORATION 0.7%
Value $2.618M Shares 7,447 Est. Cost $232.81 Unrealized +56.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value $2.599M Shares 16,048 Est. Cost $103.38 Unrealized +51.1%
CVX CHEVRON CORP NEW 0.7%
Value $2.468M Shares 16,195 Est. Cost $93.02 Unrealized +62.8%
QCOM QUALCOMM INC 0.7%
Value $2.433M Shares 14,221 Est. Cost $124.95 Unrealized +36.7%
PLD PROLOGIS INC. 0.7%
Value $2.428M Shares 19,018 Est. Cost $115.59 Unrealized +7.2%
MRK MERCK & CO INC 0.7%
Value $2.393M Shares 22,736 Est. Cost $67.16 Unrealized +38.8%
PM PHILIP MORRIS INTL INC 0.7%
Value $2.377M Shares 14,819 Est. Cost $71.04 Unrealized +116.2%
KMI KINDER MORGAN INC DEL 0.7%
Value $2.36M Shares 85,832 Est. Cost $25.36 Unrealized +6.1%
O REALTY INCOME CORP 0.6%
Value $2.244M Shares 39,801 Est. Cost $50.65 Unrealized +13.2%
XSMO INVESCO EXCHANGE TRADED FD T 0.6%
Value $2.235M Shares 31,044 Est. Cost $73.28 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value $2.231M Shares 3,908 Est. Cost $398.99 Unrealized +40.1%
XYL XYLEM INC 0.6%
Value $2.215M Shares 16,265 Est. Cost $101.73 Unrealized +41.1%
GLDM WORLD GOLD TR 0.6%
Value $2.199M Shares 25,753 Est. Cost $40.41 Unrealized
TSCO TRACTOR SUPPLY CO 0.6%
Value $2.094M Shares 41,865 Est. Cost $53.32 Unrealized +0.7%
GOOG ALPHABET INC 0.6%
Value $2.028M Shares 6,462 Est. Cost $172.75 Unrealized +65.7%
XMHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value $1.958M Shares 19,120 Est. Cost $93.82 Unrealized
QBTS D-WAVE QUANTUM INC 0.5%
Value $1.894M Shares 72,421 Est. Cost $6.72 Unrealized +333.6%
IVV ISHARES TR 0.5%
Value $1.877M Shares 2,740 Est. Cost $458.13 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value $1.805M Shares 6,221 Est. Cost $221.25 Unrealized
SNOW SNOWFLAKE INC 0.5%
Value $1.662M Shares 7,576 Est. Cost $176.50 Unrealized +38.3%
ARCC ARES CAPITAL CORP 0.4%
Value $1.582M Shares 78,198 Est. Cost $12.97 Unrealized +52.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value $1.508M Shares 3,118 Est. Cost $477.25 Unrealized -0.2%
BX BLACKSTONE INC 0.4%
Value $1.469M Shares 9,533 Est. Cost $92.64 Unrealized +63.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value $1.452M Shares 24,982 Est. Cost $55.36 Unrealized
ACGL ARCH CAP GROUP LTD 0.4%
Value $1.404M Shares 14,633 Est. Cost $75.46 Unrealized +21.2%
GABC GERMAN AMERN BANCORP INC 0.4%
Value $1.347M Shares 34,369 Est. Cost $39.44 Unrealized -1.0%
SPMO INVESCO EXCH TRADED FD TR II 0.4%
Value $1.304M Shares 10,929 Est. Cost $120.29 Unrealized
IWD ISHARES TR 0.3%
Value $1.213M Shares 5,769 Est. Cost $210.34 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value $1.212M Shares 21,169 Est. Cost $58.29 Unrealized
ZTS ZOETIS INC 0.3%
Value $1.205M Shares 9,581 Est. Cost $163.62 Unrealized -20.4%
SHLD GLOBAL X FDS 0.3%
Value $1.117M Shares 17,243 Est. Cost $49.28 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $1.109M Shares 2,274 Est. Cost $236.21 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value $1.057M Shares 5,535 Est. Cost $130.36 Unrealized
QXO QXO INC 0.3%
Value $1.013M Shares 52,489 Est. Cost $18.40 Unrealized +4.1%
FAST FASTENAL CO 0.3%
Value $1.002M Shares 24,968 Est. Cost $33.62 Unrealized +25.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $960K Shares 23,572 Est. Cost $40.23 Unrealized +0.6%
MCD MCDONALDS CORP 0.3%
Value $937K Shares 3,066 Est. Cost $198.88 Unrealized +53.4%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $933K Shares 5,314 Est. Cost $187.04 Unrealized -3.6%
JNJ JOHNSON & JOHNSON 0.3%
Value $929K Shares 4,487 Est. Cost $134.76 Unrealized +46.2%
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value $867K Shares 19,499 Est. Cost $22.01 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $848K Shares 3,858 Est. Cost $160.12 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $822K Shares 954 Est. Cost $556.81 Unrealized +62.7%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%
Value $818K Shares 23,603 Est. Cost $20.99 Unrealized
WMT WALMART INC 0.2%
Value $809K Shares 7,265 Est. Cost $59.98 Unrealized +78.7%
SPYV SPDR SERIES TRUST 0.2%
Value $795K Shares 13,995 Est. Cost $52.48 Unrealized
SLV ISHARES SILVER TR 0.2%
Value $779K Shares 12,086 Est. Cost $30.99 Unrealized
PEP PEPSICO INC 0.2%
Value $757K Shares 5,277 Est. Cost $135.29 Unrealized +7.8%
GILD GILEAD SCIENCES INC 0.2%
Value $752K Shares 6,129 Est. Cost $78.08 Unrealized +54.8%
DHR DANAHER CORPORATION 0.2%
Value $750K Shares 3,276 Est. Cost $202.04 Unrealized +8.7%
BITB BITWISE BITCOIN ETF TR 0.2%
Value $725K Shares 15,235 Est. Cost $59.52 Unrealized
RMD RESMED INC 0.2%
Value $715K Shares 2,970 Est. Cost $190.91 Unrealized +33.8%
HON HONEYWELL INTL INC 0.2%
Value $672K Shares 3,447 Est. Cost $193.36 Unrealized +0.9%
WFC WELLS FARGO CO NEW 0.2%
Value $671K Shares 7,198 Est. Cost $74.99 Unrealized +15.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $670K Shares 20,890 Est. Cost $20.27 Unrealized
HD HOME DEPOT INC 0.2%
Value $656K Shares 1,906 Est. Cost $330.37 Unrealized +10.4%
DE DEERE & CO 0.2%
Value $649K Shares 1,393 Est. Cost $237.52 Unrealized +96.9%
VHT VANGUARD WORLD FD 0.2%
Value $646K Shares 2,244 Est. Cost $225.28 Unrealized
GEV GE VERNOVA INC 0.2%
Value $646K Shares 988 Est. Cost $368.63 Unrealized +65.2%
APH AMPHENOL CORP NEW 0.2%
Value $642K Shares 4,752 Est. Cost $75.64 Unrealized +76.6%
DBP INVESCO DB MULTI-SECTOR COMM 0.2%
Value $624K Shares 6,068 Est. Cost $71.45 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.2%
Value $620K Shares 298 Est. Cost $940.82 Unrealized +107.8%
XLI SELECT SECTOR SPDR TR 0.2%
Value $618K Shares 3,981 Est. Cost $131.07 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $611K Shares 10,600 Est. Cost $33.64 Unrealized +76.4%
AXP AMERICAN EXPRESS CO 0.2%
Value $607K Shares 1,640 Est. Cost $288.02 Unrealized +23.9%
SGOV ISHARES TR 0.2%
Value $603K Shares 6,008 Est. Cost $100.68 Unrealized
GLD SPDR GOLD TR 0.2%
Value $596K Shares 1,503 Est. Cost $288.14 Unrealized
IVW ISHARES TR 0.2%
Value $584K Shares 4,736 Est. Cost $120.93 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value $582K Shares 2,608 Est. Cost $231.86 Unrealized -2.0%
IWM ISHARES TR 0.2%
Value $559K Shares 2,269 Est. Cost $201.42 Unrealized
SO SOUTHERN CO 0.2%
Value $556K Shares 6,381 Est. Cost $84.25 Unrealized +7.9%
SNA SNAP ON INC 0.2%
Value $555K Shares 1,612 Est. Cost $331.71 Unrealized +2.6%
HSY HERSHEY CO 0.1%
Value $530K Shares 2,915 Est. Cost $159.80 Unrealized +14.0%
PGR PROGRESSIVE CORP 0.1%
Value $519K Shares 2,281 Est. Cost $245.29 Unrealized -13.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value $518K Shares 9,458 Est. Cost $49.81 Unrealized
EME EMCOR GROUP INC 0.1%
Value $517K Shares 845 Est. Cost $454.27 Unrealized +42.5%
FIX COMFORT SYS USA INC 0.1%
Value $508K Shares 544 Est. Cost $685.25 Unrealized +34.7%
ETR ENTERGY CORP NEW 0.1%
Value $503K Shares 5,439 Est. Cost $80.44 Unrealized +17.5%
WEC WEC ENERGY GROUP INC 0.1%
Value $495K Shares 4,690 Est. Cost $99.22 Unrealized +11.1%
IEV ISHARES TR 0.1%
Value $489K Shares 7,134 Est. Cost $63.25 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value $488K Shares 3,573 Est. Cost $103.31 Unrealized +26.6%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value $488K Shares 8,600 Est. Cost $50.65 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value $486K Shares 12,650 Est. Cost $28.89 Unrealized +28.9%
MPC MARATHON PETE CORP 0.1%
Value $484K Shares 2,976 Est. Cost $145.48 Unrealized +28.1%
XOM EXXON MOBIL CORP 0.1%
Value $483K Shares 4,011 Est. Cost $87.51 Unrealized +32.0%
FCG FIRST TR EXCHANGE-TRADED FD 0.1%
Value $482K Shares 20,600 Est. Cost $23.41 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $479K Shares 7,977 Est. Cost $24.50 Unrealized +145.1%
EZU ISHARES INC 0.1%
Value $477K Shares 7,446 Est. Cost $59.45 Unrealized
DWX SPDR INDEX SHS FDS 0.1%
Value $477K Shares 10,850 Est. Cost $42.15 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $466K Shares 2,620 Est. Cost $93.79 Unrealized +93.0%
VB VANGUARD INDEX FDS 0.1%
Value $464K Shares 1,800 Est. Cost $201.27 Unrealized
MTUM ISHARES TR 0.1%
Value $461K Shares 1,842 Est. Cost $202.13 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value $458K Shares 8,387 Est. Cost $56.05 Unrealized -2.3%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $450K Shares 1,157 Est. Cost $369.92 Unrealized +11.8%
ETHW BITWISE ETHEREUM ETF 0.1%
Value $448K Shares 21,069 Est. Cost $21.27 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value $447K Shares 1,604 Est. Cost $242.85 Unrealized +15.9%
CL COLGATE PALMOLIVE CO 0.1%
Value $445K Shares 5,629 Est. Cost $87.83 Unrealized -10.8%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value $444K Shares 1,411 Est. Cost $256.29 Unrealized +17.3%
USB US BANCORP DEL 0.1%
Value $443K Shares 8,300 Est. Cost $44.20 Unrealized +10.2%
BWXT BWX TECHNOLOGIES INC 0.1%
Value $435K Shares 2,516 Est. Cost $88.00 Unrealized +113.0%
SGI SOMNIGROUP INTERNATIONAL INC 0.1%
Value $430K Shares 4,820 Est. Cost $79.00 Unrealized +10.6%
BIL SPDR SERIES TRUST 0.1%
Value $427K Shares 4,678 Est. Cost $91.73 Unrealized
NEM NEWMONT CORP 0.1%
Value $426K Shares 4,268 Est. Cost $69.94 Unrealized +29.0%
STT STATE STR CORP 0.1%
Value $410K Shares 3,175 Est. Cost $57.49 Unrealized +106.9%
PAYX PAYCHEX INC 0.1%
Value $393K Shares 3,507 Est. Cost $143.17 Unrealized -18.6%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $390K Shares 7,719 Est. Cost $50.54 Unrealized
MEDP MEDPACE HLDGS INC 0.1%
Value $385K Shares 685 Est. Cost $438.90 Unrealized +29.3%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value $382K Shares 2,930 Est. Cost $134.82 Unrealized -1.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value $381K Shares 2,644 Est. Cost $168.83 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $380K Shares 5,039 Est. Cost $62.10 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value $358K Shares 8,044 Est. Cost $42.20 Unrealized 0.0%
CNX CNX RES CORP 0.1%
Value $358K Shares 9,739 Est. Cost $35.81 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value $357K Shares 1,830 Est. Cost $161.57 Unrealized +47.3%
THC TENET HEALTHCARE CORP 0.1%
Value $355K Shares 1,787 Est. Cost $202.09 Unrealized 0.0%
ENSG ENSIGN GROUP INC 0.1%
Value $355K Shares 2,036 Est. Cost $179.59 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value $345K Shares 4,342 Est. Cost $58.78 Unrealized +33.9%
NRG NRG ENERGY INC 0.1%
Value $342K Shares 2,148 Est. Cost $134.06 Unrealized +23.3%
D DOMINION ENERGY INC 0.1%
Value $339K Shares 5,794 Est. Cost $59.63 Unrealized +0.2%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $337K Shares 5,396 Est. Cost $50.35 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $335K Shares 1,303 Est. Cost $148.50 Unrealized +78.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value $329K Shares 1,618 Est. Cost $166.79 Unrealized +11.3%
NFLX NETFLIX INC 0.1%
Value $326K Shares 3,480 Est. Cost $103.45 Unrealized +4.2%
GLW CORNING INC 0.1%
Value $321K Shares 3,668 Est. Cost $64.97 Unrealized +32.3%
SRE SEMPRA 0.1%
Value $315K Shares 3,564 Est. Cost $81.17 Unrealized +11.5%
HLI HOULIHAN LOKEY INC 0.1%
Value $307K Shares 1,761 Est. Cost $172.04 Unrealized +6.4%
SAIC SCIENCE APPLICATIONS INTL CO 0.1%
Value $300K Shares 2,983 Est. Cost $108.02 Unrealized -11.6%
CSGP COSTAR GROUP INC 0.1%
Value $299K Shares 4,444 Est. Cost $86.30 Unrealized -17.9%
VOO VANGUARD INDEX FDS 0.1%
Value $295K Shares 471 Est. Cost $576.09 Unrealized
SYY SYSCO CORP 0.1%
Value $295K Shares 3,998 Est. Cost $60.02 Unrealized +25.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $291K Shares 3,195 Est. Cost $89.31 Unrealized +9.4%
CPRT COPART INC 0.1%
Value $286K Shares 7,310 Est. Cost $44.73 Unrealized -7.3%
EVR EVERCORE INC 0.1%
Value $281K Shares 827 Est. Cost $312.24 Unrealized +2.8%
APD AIR PRODS & CHEMS INC 0.1%
Value $280K Shares 1,134 Est. Cost $258.97 Unrealized -2.8%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value $274K Shares 6,284 Est. Cost $30.33 Unrealized
CHH CHOICE HOTELS INTL INC 0.1%
Value $273K Shares 2,868 Est. Cost $125.34 Unrealized -24.3%
GE GE AEROSPACE 0.1%
Value $264K Shares 858 Est. Cost $198.78 Unrealized +51.3%
ENB ENBRIDGE INC 0.1%
Value $259K Shares 5,409 Est. Cost $41.39 Unrealized +13.8%
EMR EMERSON ELEC CO 0.1%
Value $256K Shares 1,932 Est. Cost $99.38 Unrealized +33.2%
DLTR DOLLAR TREE INC 0.1%
Value $256K Shares 2,083 Est. Cost $86.31 Unrealized +24.1%
MDLZ MONDELEZ INTL INC 0.1%
Value $256K Shares 4,757 Est. Cost $63.41 Unrealized -10.0%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value $250K Shares 2,781 Est. Cost $80.11 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $247K Shares 1,535 Est. Cost $84.35 Unrealized +74.6%
DEO DIAGEO PLC 0.1%
Value $246K Shares 2,848 Est. Cost $104.12 Unrealized
UNP UNION PAC CORP 0.1%
Value $245K Shares 1,060 Est. Cost $196.05 Unrealized +15.9%
UBS UBS GROUP AG 0.1%
Value $240K Shares 5,176 Est. Cost $31.70 Unrealized +27.5%
CRL CHARLES RIV LABS INTL INC 0.1%
Value $238K Shares 1,194 Est. Cost $181.39 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $238K Shares 1,141 Est. Cost $168.31 Unrealized +14.5%
TROW PRICE T ROWE GROUP INC 0.1%
Value $228K Shares 2,227 Est. Cost $100.60 Unrealized +1.6%
AFL AFLAC INC 0.1%
Value $227K Shares 2,060 Est. Cost $98.75 Unrealized +11.2%
PAYC PAYCOM SOFTWARE INC 0.1%
Value $224K Shares 1,406 Est. Cost $205.25 Unrealized -13.8%
SPYD SPDR SERIES TRUST 0.1%
Value $220K Shares 5,084 Est. Cost $45.65 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $220K Shares 565 Est. Cost $375.21 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value $214K Shares 2,287 Est. Cost $96.79 Unrealized -7.0%
TJX TJX COS INC NEW 0.1%
Value $213K Shares 1,386 Est. Cost $147.70 Unrealized 0.0%
OKE ONEOK INC NEW 0.1%
Value $207K Shares 2,822 Est. Cost $94.96 Unrealized -25.8%
VOT VANGUARD INDEX FDS 0.1%
Value $207K Shares 743 Est. Cost $284.23 Unrealized
CSX CSX CORP 0.1%
Value $206K Shares 5,695 Est. Cost $35.70 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $206K Shares 356 Est. Cost $565.16 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value $205K Shares 393 Est. Cost $494.21 Unrealized 0.0%
TOL TOLL BROTHERS INC 0.1%
Value $203K Shares 1,500 Est. Cost $130.53 Unrealized +4.0%
CG CARLYLE GROUP INC 0.1%
Value $201K Shares 3,400 Est. Cost $61.48 Unrealized -8.5%
NDSN NORDSON CORP 0.1%
Value $200K Shares 834 Est. Cost $234.27 Unrealized 0.0%