Kesler, Norman & Wride, LLC Diversified Active

CIK: 0001840455 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 24, 2025

Total Value ($000): $509,826 (100.0% shares, 0.0% debt)

Holdings (219)

KR KROGER CO 4.2%
Value ($000) $21,312 Shares 348,518 Est. Cost $62.27 Unrealized +10.9%
AAPL APPLE INC 3.5%
Value ($000) $17,790 Shares 71,041 Est. Cost $133.10 Unrealized +69.5%
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $17,076 Shares 29,132 Est. Cost $425.61 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $14,885 Shares 35,311 Est. Cost $217.26 Unrealized +134.1%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $10,074 Shares 10,993 Est. Cost $364.11 Unrealized +162.8%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $9,719 Shares 19,210 Est. Cost $315.69 Unrealized -5.3%
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $8,607 Shares 64,089 Est. Cost $99.99 Unrealized +74.3%
BLK BLACKROCK INC 1.7%
Value ($000) $8,516 Shares 8,306 Est. Cost $987.57 Unrealized +12.3%
LOW LOWES COS INC 1.6%
Value ($000) $8,358 Shares 33,865 Est. Cost $153.24 Unrealized +59.4%
ISHARES TR 1.6%
Value ($000) $7,995 Shares 319,162 Est. Cost $25.13 Unrealized
AVGO BROADCOM INC 1.6%
Value ($000) $7,930 Shares 34,203 Est. Cost $157.00 Unrealized +94.7%
COR CENCORA INC 1.5%
Value ($000) $7,803 Shares 34,727 Est. Cost $99.44 Unrealized +195.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.5%
Value ($000) $7,683 Shares 51,555 Est. Cost $108.99 Unrealized +63.1%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $7,528 Shares 52,051 Est. Cost $160.46 Unrealized +5.6%
ADI ANALOG DEVICES INC 1.5%
Value ($000) $7,464 Shares 35,129 Est. Cost $135.93 Unrealized +75.8%
ACN ACCENTURE PLC IRELAND 1.5%
Value ($000) $7,406 Shares 21,049 Est. Cost $234.47 Unrealized +11.1%
CB CHUBB LIMITED 1.4%
Value ($000) $7,163 Shares 25,923 Est. Cost $152.01 Unrealized +81.0%
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $7,123 Shares 27,034 Est. Cost $174.85 Unrealized +79.4%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $6,719 Shares 40,077 Est. Cost $128.77 Unrealized +20.3%
FLOT ISHARES TR 1.3%
Value ($000) $6,715 Shares 131,983 Est. Cost $50.61 Unrealized
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $6,592 Shares 12,519 Est. Cost $355.77 Unrealized +61.2%
VGT VANGUARD WORLD FD 1.3%
Value ($000) $6,568 Shares 10,562 Est. Cost $374.60 Unrealized
TAX EA SERIES TRUST 1.3%
Value ($000) $6,543 Shares 267,972 Est. Cost $23.11 Unrealized
TXN TEXAS INSTRS INC 1.2%
Value ($000) $6,336 Shares 33,788 Est. Cost $146.63 Unrealized +31.8%
IBDR ISHARES TR 1.2%
Value ($000) $6,276 Shares 260,723 Est. Cost $24.21 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $6,114 Shares 103,271 Est. Cost $37.57 Unrealized +79.4%
AMGN AMGEN INC 1.2%
Value ($000) $6,090 Shares 23,366 Est. Cost $219.75 Unrealized +30.4%
ABT ABBOTT LABS 1.2%
Value ($000) $6,050 Shares 53,485 Est. Cost $101.39 Unrealized +28.8%
PH PARKER-HANNIFIN CORP 1.2%
Value ($000) $6,023 Shares 9,468 Est. Cost $505.01 Unrealized +45.6%
UNP UNION PAC CORP 1.2%
Value ($000) $5,975 Shares 26,201 Est. Cost $194.40 Unrealized +14.8%
LHX L3HARRIS TECHNOLOGIES INC 1.2%
Value ($000) $5,972 Shares 28,397 Est. Cost $183.91 Unrealized +47.6%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $5,919 Shares 12,181 Est. Cost $354.58 Unrealized +26.4%
JKHY HENRY JACK & ASSOC INC 1.1%
Value ($000) $5,717 Shares 32,612 Est. Cost $157.18 Unrealized +5.0%
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $5,672 Shares 19,555 Est. Cost $247.98 Unrealized +15.1%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $5,478 Shares 76,406 Est. Cost $60.41 Unrealized +19.5%
EMR EMERSON ELEC CO 1.0%
Value ($000) $5,242 Shares 42,302 Est. Cost $83.88 Unrealized +61.5%
META META PLATFORMS INC 0.9%
Value ($000) $4,765 Shares 8,133 Est. Cost $453.57 Unrealized +63.9%
GOOGL ALPHABET INC 0.9%
Value ($000) $4,744 Shares 25,061 Est. Cost $143.50 Unrealized +45.8%
PSX PHILLIPS 66 0.9%
Value ($000) $4,724 Shares 41,468 Est. Cost $83.09 Unrealized +52.1%
IBDS ISHARES TR 0.9%
Value ($000) $4,629 Shares 193,213 Est. Cost $24.76 Unrealized
IWLG NEW YORK LIFE INVTS ACTIVE E 0.9%
Value ($000) $4,558 Shares 96,472 Est. Cost $47.01 Unrealized
MDT MEDTRONIC PLC 0.9%
Value ($000) $4,540 Shares 56,831 Est. Cost $90.47 Unrealized +0.9%
V VISA INC 0.9%
Value ($000) $4,456 Shares 14,099 Est. Cost $272.86 Unrealized +26.5%
KEY KEYCORP 0.9%
Value ($000) $4,414 Shares 257,514 Est. Cost $16.25 Unrealized +11.9%
AMZN AMAZON COM INC 0.9%
Value ($000) $4,398 Shares 20,047 Est. Cost $163.59 Unrealized +38.4%
SYLD CAMBRIA ETF TR 0.8%
Value ($000) $4,255 Shares 62,144 Est. Cost $63.04 Unrealized
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $3,798 Shares 30,119 Est. Cost $91.80 Unrealized -4.0%
LLY ELI LILLY & CO 0.7%
Value ($000) $3,685 Shares 4,774 Est. Cost $739.55 Unrealized +0.4%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $3,400 Shares 14,184 Est. Cost $193.04 Unrealized +53.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,313 Shares 30,795 Est. Cost $102.41 Unrealized +7.1%
SYK STRYKER CORPORATION 0.6%
Value ($000) $3,131 Shares 8,691 Est. Cost $294.79 Unrealized +30.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,954 Shares 6,516 Est. Cost $417.71 Unrealized +16.0%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $2,859 Shares 5,739 Est. Cost $353.32 Unrealized +51.1%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,697 Shares 5,276 Est. Cost $319.57 Unrealized
FYLD CAMBRIA ETF TR 0.5%
Value ($000) $2,539 Shares 100,710 Est. Cost $24.57 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $2,514 Shares 2,816 Est. Cost $97.75 Unrealized +24.9%
AFL AFLAC INC 0.5%
Value ($000) $2,483 Shares 24,003 Est. Cost $61.91 Unrealized +68.3%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $2,277 Shares 7,779 Est. Cost $188.02 Unrealized +58.4%
WMT WALMART INC 0.4%
Value ($000) $2,220 Shares 24,568 Est. Cost $81.31 Unrealized +22.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $2,125 Shares 9,408 Est. Cost $165.08 Unrealized +25.5%
CBSH COMMERCE BANCSHARES INC 0.4%
Value ($000) $2,113 Shares 33,906 Est. Cost $48.88 Unrealized +19.3%
PEP PEPSICO INC 0.4%
Value ($000) $2,098 Shares 13,793 Est. Cost $125.38 Unrealized +12.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,992 Shares 7,855 Est. Cost $188.01 Unrealized +36.9%
DDIV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,918 Shares 50,788 Est. Cost $37.77 Unrealized
LIN LINDE PLC 0.4%
Value ($000) $1,896 Shares 4,526 Est. Cost $333.16 Unrealized +41.3%
BRO BROWN & BROWN INC 0.4%
Value ($000) $1,831 Shares 17,951 Est. Cost $50.58 Unrealized +92.1%
GWW GRAINGER W W INC 0.4%
Value ($000) $1,831 Shares 1,736 Est. Cost $439.81 Unrealized +127.5%
ANET ARISTA NETWORKS INC 0.4%
Value ($000) $1,818 Shares 16,452 Est. Cost $99.67 Unrealized +29.2%
HD HOME DEPOT INC 0.3%
Value ($000) $1,782 Shares 4,577 Est. Cost $264.07 Unrealized +47.4%
IBDT ISHARES TR 0.3%
Value ($000) $1,670 Shares 67,064 Est. Cost $26.08 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,647 Shares 13,637 Est. Cost $151.94 Unrealized +6.2%
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $1,534 Shares 3,194 Est. Cost $340.80 Unrealized +11.4%
ECL ECOLAB INC 0.3%
Value ($000) $1,523 Shares 6,499 Est. Cost $197.80 Unrealized +36.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $1,505 Shares 6,654 Est. Cost $136.81 Unrealized +80.7%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,494 Shares 10,654 Est. Cost $89.28 Unrealized +53.6%
IBDU ISHARES TR 0.3%
Value ($000) $1,489 Shares 65,316 Est. Cost $24.70 Unrealized
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,484 Shares 14,172 Est. Cost $79.83 Unrealized +16.8%
QQXT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,476 Shares 15,852 Est. Cost $75.57 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,434 Shares 14,051 Est. Cost $91.87 Unrealized
EYLD CAMBRIA ETF TR 0.3%
Value ($000) $1,429 Shares 45,623 Est. Cost $29.92 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,424 Shares 15,658 Est. Cost $72.69 Unrealized +16.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,414 Shares 4,157 Est. Cost $242.62 Unrealized +44.8%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,411 Shares 23,630 Est. Cost $51.99 Unrealized +22.0%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,409 Shares 12,460 Est. Cost $104.13 Unrealized -1.3%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $1,354 Shares 10,875 Est. Cost $139.60 Unrealized +0.3%
FRT FEDERAL RLTY INVT TR NEW 0.3%
Value ($000) $1,344 Shares 12,005 Est. Cost $93.63 Unrealized +0.9%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,299 Shares 18,705 Est. Cost $68.21 Unrealized +60.4%
FTNT FORTINET INC 0.3%
Value ($000) $1,292 Shares 13,674 Est. Cost $84.79 Unrealized +5.2%
MYLD CAMBRIA ETF TR 0.3%
Value ($000) $1,285 Shares 49,463 Est. Cost $25.84 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,284 Shares 3,180 Est. Cost $277.33 Unrealized +25.1%
TTD THE TRADE DESK INC 0.2%
Value ($000) $1,252 Shares 10,650 Est. Cost $63.45 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,222 Shares 6,417 Est. Cost $191.20 Unrealized +9.8%
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,209 Shares 20,227 Est. Cost $59.77 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $1,187 Shares 22,217 Est. Cost $49.98 Unrealized +13.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,162 Shares 5,285 Est. Cost $164.57 Unrealized +57.7%
NOW SERVICENOW INC 0.2%
Value ($000) $1,157 Shares 1,092 Est. Cost $173.86 Unrealized +7.4%
IYF ISHARES TR 0.2%
Value ($000) $1,120 Shares 10,129 Est. Cost $105.42 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,097 Shares 9,483 Est. Cost $94.69 Unrealized +62.9%
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,077 Shares 4,446 Est. Cost $189.31 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,064 Shares 7,272 Est. Cost $137.72 Unrealized +20.0%
NYT NEW YORK TIMES CO 0.2%
Value ($000) $1,040 Shares 19,987 Est. Cost $52.35 Unrealized +8.3%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,035 Shares 13,691 Est. Cost $71.63 Unrealized +126.2%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $1,011 Shares 24,652 Est. Cost $39.17 Unrealized +11.9%
SHOP SHOPIFY INC 0.2%
Value ($000) $1,003 Shares 9,430 Est. Cost $52.39 Unrealized +158.8%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $988 Shares 11,057 Est. Cost $80.07 Unrealized +29.3%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $985 Shares 11,449 Est. Cost $85.23 Unrealized -12.8%
GDDY GODADDY INC 0.2%
Value ($000) $983 Shares 4,978 Est. Cost $162.43 Unrealized -5.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $960 Shares 5,273 Est. Cost $191.42 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $931 Shares 6,270 Est. Cost $113.25 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $925 Shares 10,133 Est. Cost $87.67 Unrealized +1.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $904 Shares 3,119 Est. Cost $223.68 Unrealized +34.7%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $894 Shares 16,840 Est. Cost $53.24 Unrealized +9.9%
ORCL ORACLE CORP 0.2%
Value ($000) $886 Shares 5,313 Est. Cost $154.57 Unrealized +64.4%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $885 Shares 3,695 Est. Cost $217.80 Unrealized +6.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $874 Shares 3,594 Est. Cost $220.30 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $852 Shares 4,526 Est. Cost $149.00 Unrealized
HESM HESS MIDSTREAM LP 0.2%
Value ($000) $848 Shares 22,906 Est. Cost $33.01 Unrealized +14.2%
BOXX EA SERIES TRUST 0.2%
Value ($000) $848 Shares 7,687 Est. Cost $108.72 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $844 Shares 11,073 Est. Cost $78.00 Unrealized -11.5%
USFD US FOODS HLDG CORP 0.2%
Value ($000) $836 Shares 12,395 Est. Cost $65.65 Unrealized +21.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $828 Shares 1,446 Est. Cost $734.84 Unrealized 0.0%
IYW ISHARES TR 0.2%
Value ($000) $828 Shares 5,188 Est. Cost $117.31 Unrealized
CMS CMS ENERGY CORP 0.2%
Value ($000) $827 Shares 12,407 Est. Cost $55.00 Unrealized +29.2%
MS MORGAN STANLEY 0.2%
Value ($000) $818 Shares 6,507 Est. Cost $94.73 Unrealized +54.6%
PAGP PLAINS GP HLDGS L P 0.2%
Value ($000) $814 Shares 44,260 Est. Cost $18.71 Unrealized
IGM ISHARES TR 0.2%
Value ($000) $813 Shares 7,959 Est. Cost $126.98 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $812 Shares 4,443 Est. Cost $164.62 Unrealized +29.3%
KTB KONTOOR BRANDS INC 0.2%
Value ($000) $796 Shares 9,316 Est. Cost $73.97 Unrealized -3.2%
ZTS ZOETIS INC 0.2%
Value ($000) $791 Shares 4,854 Est. Cost $159.45 Unrealized -5.6%
SANM SANMINA CORPORATION 0.2%
Value ($000) $779 Shares 10,288 Est. Cost $71.77 Unrealized +56.7%
CVLT COMMVAULT SYS INC 0.2%
Value ($000) $776 Shares 5,143 Est. Cost $147.46 Unrealized +22.3%
BDC BELDEN INC 0.2%
Value ($000) $773 Shares 6,857 Est. Cost $97.04 Unrealized +29.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $772 Shares 36,183 Est. Cost $19.10 Unrealized +14.6%
CRVL CORVEL CORP 0.2%
Value ($000) $769 Shares 6,904 Est. Cost $109.28 Unrealized -18.4%
IGV ISHARES TR 0.2%
Value ($000) $765 Shares 7,639 Est. Cost $110.93 Unrealized
IYJ ISHARES TR 0.1%
Value ($000) $763 Shares 5,712 Est. Cost $114.84 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $761 Shares 1,643 Est. Cost $427.84 Unrealized +4.8%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $755 Shares 2,792 Est. Cost $244.85 Unrealized -13.6%
ACIW ACI WORLDWIDE INC 0.1%
Value ($000) $753 Shares 14,505 Est. Cost $49.15 Unrealized -3.8%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $753 Shares 2,509 Est. Cost $326.18 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $746 Shares 4,195 Est. Cost $179.71 Unrealized +12.4%
SNX TD SYNNEX CORPORATION 0.1%
Value ($000) $746 Shares 6,355 Est. Cost $120.12 Unrealized +21.9%
BMI BADGER METER INC 0.1%
Value ($000) $739 Shares 3,482 Est. Cost $204.25 Unrealized -4.1%
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $738 Shares 12,985 Est. Cost $54.17 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $738 Shares 19,653 Est. Cost $40.40 Unrealized -17.9%
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $735 Shares 4,071 Est. Cost $171.38 Unrealized +2.1%
DVA DAVITA INC 0.1%
Value ($000) $729 Shares 4,874 Est. Cost $151.26 Unrealized -9.2%
NTAP NETAPP INC 0.1%
Value ($000) $708 Shares 6,097 Est. Cost $111.20 Unrealized -0.4%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value ($000) $705 Shares 9,254 Est. Cost $60.71 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $702 Shares 9,129 Est. Cost $77.43 Unrealized -7.2%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $699 Shares 411 Est. Cost $1896.15 Unrealized +26.6%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $688 Shares 42,121 Est. Cost $15.97 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $686 Shares 9,455 Est. Cost $73.08 Unrealized -4.4%
HPQ HP INC 0.1%
Value ($000) $685 Shares 20,990 Est. Cost $32.31 Unrealized -19.1%
BOX BOX INC 0.1%
Value ($000) $681 Shares 21,536 Est. Cost $32.71 Unrealized -1.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $674 Shares 6,192 Est. Cost $116.07 Unrealized +6.6%
DSI ISHARES TR 0.1%
Value ($000) $672 Shares 6,098 Est. Cost $71.52 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value ($000) $666 Shares 23,023 Est. Cost $27.61 Unrealized +32.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $651 Shares 6,921 Est. Cost $85.55 Unrealized +25.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $637 Shares 3,964 Est. Cost $161.90 Unrealized +2.9%
BLKB BLACKBAUD INC 0.1%
Value ($000) $627 Shares 8,480 Est. Cost $78.48 Unrealized -16.5%
KLAC KLA CORP 0.1%
Value ($000) $625 Shares 989 Est. Cost $740.33 Unrealized +25.7%
TPH TRI POINTE HOMES INC 0.1%
Value ($000) $620 Shares 17,088 Est. Cost $34.04 Unrealized 0.0%
KBH KB HOME 0.1%
Value ($000) $608 Shares 9,248 Est. Cost $66.98 Unrealized -10.6%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value ($000) $593 Shares 3,303 Est. Cost $196.64 Unrealized -8.6%
PLD PROLOGIS INC. 0.1%
Value ($000) $592 Shares 5,603 Est. Cost $106.38 Unrealized +1.8%
SUSA ISHARES TR 0.1%
Value ($000) $567 Shares 4,662 Est. Cost $82.27 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $562 Shares 2,033 Est. Cost $293.19 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $558 Shares 1,069 Est. Cost $532.36 Unrealized -9.9%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $553 Shares 1,843 Est. Cost $337.96 Unrealized +14.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $542 Shares 8,985 Est. Cost $93.52 Unrealized 0.0%
FLEX FLEX LTD 0.1%
Value ($000) $517 Shares 13,462 Est. Cost $34.52 Unrealized +53.9%
CME CME GROUP INC 0.1%
Value ($000) $515 Shares 2,216 Est. Cost $226.67 Unrealized +19.1%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $508 Shares 1,485 Est. Cost $323.61 Unrealized +40.5%
MCO MOODYS CORP 0.1%
Value ($000) $492 Shares 1,038 Est. Cost $473.78 Unrealized +6.1%
ADBE ADOBE INC 0.1%
Value ($000) $489 Shares 1,100 Est. Cost $505.09 Unrealized -29.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $483 Shares 1,307 Est. Cost $376.27 Unrealized +13.4%
LYLD CAMBRIA ETF TR 0.1%
Value ($000) $464 Shares 18,294 Est. Cost $26.19 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $458 Shares 9,827 Est. Cost $35.34 Unrealized +29.3%
SEM SELECT MED HLDGS CORP 0.1%
Value ($000) $457 Shares 24,233 Est. Cost $13.23 Unrealized 0.0%
IAI ISHARES TR 0.1%
Value ($000) $432 Shares 2,995 Est. Cost $130.19 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $427 Shares 5,490 Est. Cost $71.29 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $426 Shares 3,566 Est. Cost $118.85 Unrealized -7.5%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $424 Shares 7,839 Est. Cost $37.30 Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $410 Shares 2,870 Est. Cost $200.01 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $391 Shares 5,564 Est. Cost $30.52 Unrealized +163.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $390 Shares 9,743 Est. Cost $41.44 Unrealized +2.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $382 Shares 1,683 Est. Cost $210.18 Unrealized -12.4%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $382 Shares 4,186 Est. Cost $97.73 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $375 Shares 296 Est. Cost $1364.80 Unrealized 0.0%
ITA ISHARES TR 0.1%
Value ($000) $375 Shares 2,581 Est. Cost $188.64 Unrealized
REZ ISHARES TR 0.1%
Value ($000) $363 Shares 4,479 Est. Cost $81.02 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $363 Shares 2,453 Est. Cost $130.36 Unrealized +8.7%
CON CONCENTRA GROUP HOLDINGS PAR 0.1%
Value ($000) $353 Shares 17,868 Est. Cost $21.23 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $346 Shares 2,075 Est. Cost $229.80 Unrealized +18.7%
FFIV F5 INC 0.1%
Value ($000) $326 Shares 1,296 Est. Cost $263.71 Unrealized +18.7%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $322 Shares 2,311 Est. Cost $114.62 Unrealized +39.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $322 Shares 1,668 Est. Cost $106.49 Unrealized +83.8%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $316 Shares 443 Est. Cost $564.28 Unrealized 0.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $315 Shares 650 Est. Cost $565.30 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $308 Shares 31,397 Est. Cost $11.41 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $298 Shares 1,730 Est. Cost $145.60 Unrealized +16.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $284 Shares 1,964 Est. Cost $129.20 Unrealized +17.9%
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $280 Shares 14,381 Est. Cost $18.60 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $273 Shares 4,533 Est. Cost $45.03 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $272 Shares 3,231 Est. Cost $127.82 Unrealized 0.0%
VNT VONTIER CORPORATION 0.1%
Value ($000) $269 Shares 7,373 Est. Cost $41.16 Unrealized 0.0%
IBDV ISHARES TR 0.1%
Value ($000) $258 Shares 12,088 Est. Cost $21.58 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $254 Shares 2,308 Est. Cost $112.42 Unrealized -4.8%
IBDW ISHARES TR 0.0%
Value ($000) $242 Shares 11,908 Est. Cost $21.22 Unrealized
DE DEERE & CO 0.0%
Value ($000) $239 Shares 564 Est. Cost $238.62 Unrealized +105.2%
NKE NIKE INC 0.0%
Value ($000) $236 Shares 3,114 Est. Cost $73.79 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $230 Shares 1,312 Est. Cost $135.29 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $217 Shares 538 Est. Cost $417.92 Unrealized 0.0%
IGE ISHARES TR 0.0%
Value ($000) $215 Shares 5,041 Est. Cost $42.73 Unrealized
INTU INTUIT 0.0%
Value ($000) $205 Shares 326 Est. Cost $719.44 Unrealized 0.0%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $159 Shares 10,756 Est. Cost $23.26 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $64 Shares 11,266 Est. Cost $6.34 Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $8 Shares 10,027 Est. Cost $2.88 Unrealized -67.5%