Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value ($000): $119,379 (100.0% shares, 0.0% debt)

Holdings (178)

GOVT ISHARES TR US TREAS BD ETF 17.1%
Value ($000) $20,445 Shares 871,845 Est. Cost $22.48 Unrealized
IVV ISHARES TR CORE S&P500 ETF 16.9%
Value ($000) $20,153 Shares 34,938 Est. Cost $373.59 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 8.9%
Value ($000) $10,597 Shares 157,526 Est. Cost $49.94 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 7.0%
Value ($000) $8,318 Shares 46,390 Est. Cost $120.82 Unrealized
IUSB ISHARES TR CORE TOTAL USD 6.1%
Value ($000) $7,256 Shares 154,017 Est. Cost $44.39 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 5.9%
Value ($000) $6,986 Shares 13,239 Est. Cost $345.55 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 4.5%
Value ($000) $5,430 Shares 27,417 Est. Cost $152.60 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 4.1%
Value ($000) $4,890 Shares 78,023 Est. Cost $44.35 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 3.4%
Value ($000) $4,112 Shares 7,167 Est. Cost $370.05 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 3.4%
Value ($000) $4,036 Shares 44,197 Est. Cost $65.96 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 3.1%
Value ($000) $3,732 Shares 13,180 Est. Cost $200.73 Unrealized
IEI ISHARES TR 3 7 YR TREAS BD 2.1%
Value ($000) $2,462 Shares 20,584 Est. Cost $119.60 Unrealized
IWF ISHARES TR RUSSELL1000GRW 2.0%
Value ($000) $2,399 Shares 6,392 Est. Cost $243.15 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.7%
Value ($000) $2,074 Shares 3 Est. Cost $366657.40 Unrealized +81.1%
IGEB ISHARES TR INVESTMENT GRADE 1.5%
Value ($000) $1,772 Shares 38,125 Est. Cost $46.47 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 1.1%
Value ($000) $1,350 Shares 5,979 Est. Cost $210.16 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 1.0%
Value ($000) $1,153 Shares 11,064 Est. Cost $101.10 Unrealized
ILCG ISHARES TR MORNINGSTAR GRWT 0.8%
Value ($000) $1,011 Shares 12,027 Est. Cost $64.87 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.8%
Value ($000) $992 Shares 5,224 Est. Cost $151.63 Unrealized
IQLT ISHARES TR MSCI INTL QUALTY 0.8%
Value ($000) $958 Shares 23,099 Est. Cost $35.76 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $642 Shares 1,492 Est. Cost $275.59 Unrealized +53.5%
XEL XCEL ENERGY INC COM 0.4%
Value ($000) $535 Shares 8,197 Est. Cost $56.32 Unrealized +0.5%
DVY ISHARES TR DJ SEL DIV INX 0.4%
Value ($000) $442 Shares 3,275 Est. Cost $114.12 Unrealized
HWKN HAWKINS INC COM 0.3%
Value ($000) $368 Shares 2,890 Est. Cost $34.37 Unrealized +229.3%
PEP PEPSICO INC COM 0.3%
Value ($000) $358 Shares 2,105 Est. Cost $122.05 Unrealized +33.5%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $351 Shares 2,164 Est. Cost $142.52 Unrealized +7.1%
AAPL APPLE INC COM 0.3%
Value ($000) $306 Shares 1,312 Est. Cost $168.40 Unrealized +31.8%
VO VANGUARD INDEX FDS MID CAP ETF 0.2%
Value ($000) $293 Shares 1,110 Est. Cost $233.08 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.2%
Value ($000) $228 Shares 400 Est. Cost $475.86 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $197 Shares 1,135 Est. Cost $115.68 Unrealized +42.0%
IJH ISHARES TR CORE S&P MCP ETF 0.2%
Value ($000) $193 Shares 3,095 Est. Cost $102.63 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $191 Shares 1,750 Est. Cost $78.47 Unrealized +33.9%
BAC BANK OF AMERICA CORPORATION COM 0.2%
Value ($000) $186 Shares 4,700 Est. Cost $24.30 Unrealized +59.5%
SYY SYSCO CORP COM 0.2%
Value ($000) $186 Shares 2,383 Est. Cost $68.67 Unrealized +5.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.2%
Value ($000) $184 Shares 400 Est. Cost $279.44 Unrealized +58.2%
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.1%
Value ($000) $169 Shares 4,310 Est. Cost $57.03 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $155 Shares 200 Est. Cost $304.93 Unrealized +154.2%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $150 Shares 1,277 Est. Cost $43.31 Unrealized +154.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $141 Shares 426 Est. Cost $145.11 Unrealized +107.6%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $122 Shares 2,670 Est. Cost $43.73 Unrealized -6.0%
HD HOME DEPOT INC COM 0.1%
Value ($000) $118 Shares 292 Est. Cost $272.77 Unrealized +29.3%
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.1%
Value ($000) $111 Shares 2,675 Est. Cost $61.65 Unrealized
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.1%
Value ($000) $104 Shares 2,570 Est. Cost $55.73 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $102 Shares 902 Est. Cost $65.22 Unrealized +73.2%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $102 Shares 485 Est. Cost $124.19 Unrealized +65.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $102 Shares 413 Est. Cost $234.35 Unrealized +0.1%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $100 Shares 2,000 Est. Cost $44.24 Unrealized 0.0%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $95 Shares 825 Est. Cost $88.67 Unrealized
MDT MEDTRONIC PLC ORD 0.1%
Value ($000) $91 Shares 1,011 Est. Cost $90.54 Unrealized -10.7%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $88 Shares 150 Est. Cost $366.40 Unrealized +49.6%
ABBV ABBVIE INC COM 0.1%
Value ($000) $88 Shares 444 Est. Cost $110.12 Unrealized +62.3%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $87 Shares 720 Est. Cost $109.01 Unrealized +8.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $82 Shares 1,600 Est. Cost $33.97 Unrealized +34.0%
TSLA TESLA, INC 0.1%
Value ($000) $78 Shares 300 Est. Cost $228.05 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $76 Shares 280 Est. Cost $151.85 Unrealized +61.4%
FISV FISERV INC COM 0.1%
Value ($000) $72 Shares 403 Est. Cost $112.29 Unrealized +46.9%
AMGN AMGEN INC COM 0.1%
Value ($000) $71 Shares 220 Est. Cost $205.11 Unrealized +52.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $65 Shares 144 Est. Cost $204.31 Unrealized +101.0%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $65 Shares 800 Est. Cost $63.64 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $64 Shares 180 Est. Cost $241.32 Unrealized +33.7%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $61 Shares 301 Est. Cost $111.03 Unrealized +82.3%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $61 Shares 500 Est. Cost $76.42 Unrealized +43.7%
META META PLATFORMS INC CL A 0.1%
Value ($000) $60 Shares 105 Est. Cost $510.75 Unrealized +0.3%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $60 Shares 1,469 Est. Cost $28.19 Unrealized +26.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $60 Shares 500 Est. Cost $87.47 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $58 Shares 253 Est. Cost $155.29 Unrealized +41.8%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $58 Shares 333 Est. Cost $117.12 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $58 Shares 65 Est. Cost $370.10 Unrealized +140.6%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $56 Shares 200 Est. Cost $134.67 Unrealized +106.9%
SHV ISHARES TR SHORT TREAS BD 0.0%
Value ($000) $53 Shares 480 Est. Cost $110.45 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $53 Shares 402 Est. Cost $84.96 Unrealized +51.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $53 Shares 500 Est. Cost $93.50 Unrealized +12.4%
ABT ABBOTT LABS COM 0.0%
Value ($000) $51 Shares 450 Est. Cost $106.96 Unrealized +0.1%
LIN LINDE PLC SHS 0.0%
Value ($000) $48 Shares 100 Est. Cost $352.90 Unrealized +26.9%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $43 Shares 260 Est. Cost $134.01 Unrealized +25.5%
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $41 Shares 724 Est. Cost $33.14 Unrealized +65.5%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $41 Shares 540 Est. Cost $72.69 Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $39 Shares 500 Est. Cost $83.04 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $38 Shares 675 Est. Cost $40.88 Unrealized +31.8%
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $38 Shares 450 Est. Cost $73.24 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $37 Shares 200 Est. Cost $182.46 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $41.29 Unrealized +97.4%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $34 Shares 337 Est. Cost $42.99 Unrealized +109.2%
WMT WALMART INC COM 0.0%
Value ($000) $33 Shares 405 Est. Cost $72.48 Unrealized 0.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $30 Shares 62 Est. Cost $304.87 Unrealized
T AT&T INC COM 0.0%
Value ($000) $30 Shares 1,350 Est. Cost $16.38 Unrealized +14.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $30 Shares 285 Est. Cost $72.33 Unrealized +36.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $28 Shares 201 Est. Cost $119.40 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $27 Shares 150 Est. Cost $81.34 Unrealized +121.1%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $27 Shares 600 Est. Cost $40.36 Unrealized -4.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $48.40 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $25 Shares 168 Est. Cost $80.15 Unrealized +74.6%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $25 Shares 400 Est. Cost $52.69 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $71.51 Unrealized +10.8%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.0%
Value ($000) $24 Shares 1,750 Est. Cost $13.43 Unrealized
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $20 Shares 388 Est. Cost $47.82 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $5.81 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $20 Shares 300 Est. Cost $53.33 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $53.77 Unrealized +51.8%
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $18 Shares 209 Est. Cost $124.77 Unrealized -38.6%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $17 Shares 600 Est. Cost $23.33 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $17 Shares 142 Est. Cost $89.16 Unrealized +24.6%
COR CENCORA INC COM 0.0%
Value ($000) $17 Shares 75 Est. Cost $108.88 Unrealized +110.9%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $16 Shares 224 Est. Cost $33.41 Unrealized +103.3%
COHEN & STEERS QUALITY INCOME REALTY FUND 0.0%
Value ($000) $15 Shares 1,085 Est. Cost $14.17 Unrealized
GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT 0.0%
Value ($000) $14 Shares 378 Est. Cost $34.86 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $13 Shares 400 Est. Cost $23.23 Unrealized +42.7%
DCI DONALDSON INC COM 0.0%
Value ($000) $13 Shares 180 Est. Cost $55.29 Unrealized +27.7%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $13 Shares 158 Est. Cost $79.03 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.83 Unrealized +6.1%
RY ROYAL BK CDA MONTREAL QUE COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $99.12 Unrealized +15.8%
SPSB SPDR SER TR PORTFOLIO SHORT 0.0%
Value ($000) $12 Shares 408 Est. Cost $29.43 Unrealized
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.0%
Value ($000) $12 Shares 204 Est. Cost $58.65 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVETR UNIT 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.48 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.15 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $155.97 Unrealized +1.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $34.67 Unrealized +194.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $11 Shares 173 Est. Cost $59.12 Unrealized +0.5%
FUL FULLER H B CO COM 0.0%
Value ($000) $11 Shares 134 Est. Cost $70.02 Unrealized +13.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $10 Shares 100 Est. Cost $96.90 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $10 Shares 159 Est. Cost $53.86 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $10 Shares 26 Est. Cost $311.25 Unrealized +10.8%
SCHW THE CHARLES SCHWAB CORPORATICOM 0.0%
Value ($000) $10 Shares 152 Est. Cost $76.51 Unrealized -15.6%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $10 Shares 600 Est. Cost $10.00 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $150.65 Unrealized +23.5%
TTC TORO CO COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $99.58 Unrealized -9.7%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $9 Shares 25 Est. Cost $228.51 Unrealized +34.2%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $302.36 Unrealized -14.8%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.39 Unrealized -1.4%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $8 Shares 26 Est. Cost $191.26 Unrealized +39.4%
INTC INTEL CORP COM 0.0%
Value ($000) $8 Shares 336 Est. Cost $53.11 Unrealized -53.1%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $7 Shares 210 Est. Cost $17.20 Unrealized +68.5%
KO COCA COLA CO COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.65 Unrealized 0.0%
CUT INVESCO MSCI GLOBAL TIMBER 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.76 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $7 Shares 226 Est. Cost $25.00 Unrealized +7.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $169.09 Unrealized +12.9%
TWLO TWILIO, INC CLASS A 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.84 Unrealized 0.0%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $6 Shares 5 Est. Cost $1400.00 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.05 Unrealized 0.0%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $166.30 Unrealized -81.7%
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $6 Shares 200 Est. Cost $28.40 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $202.83 Unrealized +0.7%
SNAP SNAP, INC CLASS A 0.0%
Value ($000) $5 Shares 500 Est. Cost $11.41 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $13.58 Unrealized 0.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.34 Unrealized -10.1%
BLACKROCK INC COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $772.00 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $5 Shares 25 Est. Cost $167.93 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $3654.84 Unrealized +3.8%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $4 Shares 111 Est. Cost $36.74 Unrealized +1.0%
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 106 Est. Cost $39.20 Unrealized -14.5%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $146.06 Unrealized +17.2%
LAM RESEARCH CORP COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $932.40 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $74.72 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $4 Shares 48 Est. Cost $65.15 Unrealized +3.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $150.66 Unrealized -13.6%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.03 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $126.23 Unrealized -14.8%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $45.18 Unrealized -11.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $3 Shares 41 Est. Cost $66.04 Unrealized +10.3%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $130.68 Unrealized +10.2%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.05 Unrealized +8.7%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $41.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $43.65 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $147.92 Unrealized -4.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.10 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $28.82 Unrealized +0.7%
PII POLARIS INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $117.80 Unrealized -31.0%
DIS WALT DISNEY CO 0.0%
Value ($000) $2 Shares 20 Est. Cost $105.51 Unrealized -14.2%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 72 Est. Cost $31.06 Unrealized 0.0%
CENX CENTURY ALUMINUM COMPNAY 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.15 Unrealized 0.0%
GEV GE VERNOVA 0.0%
Value ($000) $2 Shares 6 Est. Cost $191.56 Unrealized 0.0%
NG NOVAGOLD RESOURCES INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.25 Unrealized 0.0%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.44 Unrealized 0.0%
GEHC GE HEALTHCARE 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.75 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.44 Unrealized 0.0%
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $162.97 Unrealized 0.0%
CHRD CHORD 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.34 Unrealized 0.0%
TMQ TRILOGY METALS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.55 Unrealized 0.0%