IronBridge Private Wealth, LLC Diversified Active

CIK: 0001850996 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 17, 2022

Total Value ($000): $192,165 (100.0% shares, 0.0% debt)

Holdings (309)

SPY SPDR S&P 500 ETF TR 10.8%
Value ($000) $20,783 Shares 43,756 Est. Cost $473.22 Unrealized
NVDA NVIDIA CORPORATION 10.4%
Value ($000) $20,010 Shares 68,036 Est. Cost $22.69 Unrealized +21.0%
FTEC FIDELITY COVINGTON TRUST 4.4%
Value ($000) $8,476 Shares 62,594 Est. Cost $135.41 Unrealized
SHV ISHARES TR 4.4%
Value ($000) $8,416 Shares 76,218 Est. Cost $110.42 Unrealized
VCR VANGUARD WORLD FDS 4.4%
Value ($000) $8,365 Shares 24,556 Est. Cost $340.61 Unrealized
XLK SELECT SECTOR SPDR TR 4.3%
Value ($000) $8,216 Shares 47,252 Est. Cost $149.32 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 3.6%
Value ($000) $6,920 Shares 45,075 Est. Cost $153.52 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 3.5%
Value ($000) $6,804 Shares 40,074 Est. Cost $169.79 Unrealized
AOR ISHARES TR 3.4%
Value ($000) $6,568 Shares 115,062 Est. Cost $57.08 Unrealized
EWL ISHARES INC 3.4%
Value ($000) $6,475 Shares 122,793 Est. Cost $52.73 Unrealized
RWO SPDR INDEX SHS FDS 3.1%
Value ($000) $6,042 Shares 106,894 Est. Cost $56.52 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 2.8%
Value ($000) $5,451 Shares 61,441 Est. Cost $75.26 Unrealized 0.0%
CTAS CINTAS CORP 2.8%
Value ($000) $5,301 Shares 11,963 Est. Cost $103.73 Unrealized 0.0%
TER TERADYNE INC 2.7%
Value ($000) $5,196 Shares 31,771 Est. Cost $138.21 Unrealized 0.0%
MMI MARCUS & MILLICHAP INC 2.7%
Value ($000) $5,194 Shares 100,924 Est. Cost $40.56 Unrealized +6.4%
FAST FASTENAL CO 2.7%
Value ($000) $5,133 Shares 80,136 Est. Cost $26.67 Unrealized 0.0%
EXP EAGLE MATLS INC 2.6%
Value ($000) $5,016 Shares 30,134 Est. Cost $150.10 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 2.6%
Value ($000) $5,008 Shares 12,082 Est. Cost $331.36 Unrealized +3.6%
BRO BROWN & BROWN INC 2.6%
Value ($000) $4,944 Shares 70,357 Est. Cost $45.64 Unrealized +37.6%
AZO AUTOZONE INC 2.6%
Value ($000) $4,930 Shares 2,352 Est. Cost $1861.88 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 2.4%
Value ($000) $4,590 Shares 51,961 Est. Cost $82.51 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 2.3%
Value ($000) $4,437 Shares 19,479 Est. Cost $196.64 Unrealized 0.0%
EBAY EBAY INC. 2.3%
Value ($000) $4,353 Shares 65,457 Est. Cost $53.44 Unrealized +23.5%
PTBD PACER FDS TR 2.2%
Value ($000) $4,239 Shares 157,430 Est. Cost $27.11 Unrealized
TXN TEXAS INSTRS INC 1.9%
Value ($000) $3,694 Shares 19,598 Est. Cost $141.59 Unrealized +20.2%
EXC EXELON CORP 1.9%
Value ($000) $3,648 Shares 63,160 Est. Cost $29.30 Unrealized +11.0%
LINDE PLC 1.8%
Value ($000) $3,400 Shares 9,810 Est. Cost $346.59 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $1,037 Shares 5,839 Est. Cost $123.60 Unrealized +25.2%
EZPW EZCORP INC 0.5%
Value ($000) $1,035 Shares 140,472 Est. Cost $5.03 Unrealized +51.1%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $379 Shares 3,614 Est. Cost $75.68 Unrealized +14.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $369 Shares 6,039 Est. Cost $40.59 Unrealized +32.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $349 Shares 2,202 Est. Cost $98.14 Unrealized +50.6%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $335 Shares 2,327 Est. Cost $85.82 Unrealized +56.6%
META MATERIALS INC 0.2%
Value ($000) $313 Shares 126,992 Est. Cost $2.46 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $246 Shares 11,190 Est. Cost $21.98 Unrealized
DCP MIDSTREAM LP 0.1%
Value ($000) $191 Shares 6,963 Est. Cost $21.69 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $175 Shares 400 Est. Cost $390.62 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.1%
Value ($000) $162 Shares 1,837 Est. Cost $87.61 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $147 Shares 44 Est. Cost $160.83 Unrealized +6.4%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $142 Shares 17,242 Est. Cost $6.83 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $135 Shares 402 Est. Cost $274.54 Unrealized +20.1%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $134 Shares 1,722 Est. Cost $77.82 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $133 Shares 394 Est. Cost $271.55 Unrealized +15.4%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $129 Shares 566 Est. Cost $188.09 Unrealized +12.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $127 Shares 739 Est. Cost $140.73 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $121 Shares 181 Est. Cost $462.59 Unrealized +33.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $121 Shares 1,030 Est. Cost $95.22 Unrealized +0.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $108 Shares 898 Est. Cost $110.74 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $99 Shares 6,198 Est. Cost $12.35 Unrealized +6.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $76.29 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $93 Shares 599 Est. Cost $146.09 Unrealized +8.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $90 Shares 523 Est. Cost $130.18 Unrealized +11.5%
FCN FTI CONSULTING INC 0.0%
Value ($000) $90 Shares 586 Est. Cost $107.68 Unrealized +35.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $82 Shares 1,300 Est. Cost $35.27 Unrealized +43.1%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $73 Shares 5,000 Est. Cost $19.10 Unrealized 0.0%
FXY INVESCO CURRENCYSHARES JAPAN 0.0%
Value ($000) $71 Shares 862 Est. Cost $82.37 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $70 Shares 388 Est. Cost $111.11 Unrealized +44.8%
SHOP SHOPIFY INC 0.0%
Value ($000) $69 Shares 50 Est. Cost $104.97 Unrealized +39.2%
TSLA TESLA INC 0.0%
Value ($000) $69 Shares 65 Est. Cost $176.84 Unrealized +89.7%
LIT GLOBAL X FDS 0.0%
Value ($000) $68 Shares 808 Est. Cost $81.06 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $65 Shares 484 Est. Cost $78.94 Unrealized +28.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $65 Shares 317 Est. Cost $205.05 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $63 Shares 955 Est. Cost $69.45 Unrealized -1.1%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $62 Shares 5,149 Est. Cost $12.04 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $60 Shares 125 Est. Cost $478.40 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $55 Shares 2,095 Est. Cost $17.83 Unrealized +27.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $54 Shares 108 Est. Cost $308.19 Unrealized +37.0%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $54 Shares 1,113 Est. Cost $36.94 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $49 Shares 440 Est. Cost $59.68 Unrealized +86.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $49 Shares 160 Est. Cost $247.58 Unrealized +6.5%
HD HOME DEPOT INC 0.0%
Value ($000) $48 Shares 115 Est. Cost $330.04 Unrealized +4.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $47 Shares 75 Est. Cost $615.01 Unrealized -0.6%
XAR SPDR SER TR 0.0%
Value ($000) $46 Shares 395 Est. Cost $116.46 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $44 Shares 1,176 Est. Cost $34.88 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $43 Shares 515 Est. Cost $42.34 Unrealized +80.7%
NATIONAL INSTRS CORP 0.0%
Value ($000) $42 Shares 958 Est. Cost $43.72 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $41 Shares 703 Est. Cost $50.00 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $41 Shares 282 Est. Cost $145.39 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $39 Shares 222 Est. Cost $163.15 Unrealized +0.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $38 Shares 643 Est. Cost $56.36 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $38 Shares 100 Est. Cost $197.01 Unrealized +80.9%
GOOG ALPHABET INC 0.0%
Value ($000) $38 Shares 13 Est. Cost $89.05 Unrealized +61.1%
ILMN ILLUMINA INC 0.0%
Value ($000) $38 Shares 100 Est. Cost $378.89 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $37 Shares 107 Est. Cost $224.01 Unrealized +37.5%
THRM GENTHERM INC 0.0%
Value ($000) $37 Shares 427 Est. Cost $79.14 Unrealized +6.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $37 Shares 263 Est. Cost $84.80 Unrealized +39.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $35 Shares 525 Est. Cost $45.41 Unrealized +26.4%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $1.58 Unrealized +126.7%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $35 Shares 621 Est. Cost $46.61 Unrealized +11.2%
ASTRA SPACE INC 0.0%
Value ($000) $35 Shares 5,000 Est. Cost $7.00 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 165 Est. Cost $167.86 Unrealized +11.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $34 Shares 109 Est. Cost $221.42 Unrealized +36.6%
SBLK STAR BULK CARRIERS CORP. 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $21.04 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $34 Shares 163 Est. Cost $153.98 Unrealized +21.2%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $33 Shares 623 Est. Cost $107.66 Unrealized -43.4%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $32 Shares 200 Est. Cost $142.00 Unrealized 0.0%
REMX VANECK ETF TRUST 0.0%
Value ($000) $32 Shares 285 Est. Cost $104.16 Unrealized
SMARTSHEET INC 0.0%
Value ($000) $32 Shares 411 Est. Cost $77.86 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $31 Shares 400 Est. Cost $61.70 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $30 Shares 618 Est. Cost $23.04 Unrealized +92.8%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $30 Shares 400 Est. Cost $87.36 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $29 Shares 65 Est. Cost $257.79 Unrealized +53.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $29 Shares 81 Est. Cost $322.88 Unrealized +6.6%
XILINX INC 0.0%
Value ($000) $29 Shares 138 Est. Cost $144.93 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $28 Shares 740 Est. Cost $37.84 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $27 Shares 117 Est. Cost $197.47 Unrealized +9.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $27 Shares 392 Est. Cost $56.65 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $27 Shares 1,100 Est. Cost $16.01 Unrealized -8.4%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $27 Shares 115 Est. Cost $202.12 Unrealized -3.2%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $27 Shares 1,220 Est. Cost $11.80 Unrealized +62.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $27 Shares 311 Est. Cost $53.24 Unrealized +35.4%
MMM 3M CO 0.0%
Value ($000) $27 Shares 151 Est. Cost $117.52 Unrealized +8.3%
SYNOVUS FINL CORP 0.0%
Value ($000) $26 Shares 544 Est. Cost $33.09 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $26 Shares 500 Est. Cost $38.96 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $26 Shares 151 Est. Cost $125.98 Unrealized +17.1%
PFE PFIZER INC 0.0%
Value ($000) $25 Shares 428 Est. Cost $28.63 Unrealized +40.5%
SDOG ALPS ETF TR 0.0%
Value ($000) $25 Shares 467 Est. Cost $53.53 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $24 Shares 260 Est. Cost $75.70 Unrealized +18.7%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $24 Shares 260 Est. Cost $73.08 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $24 Shares 206 Est. Cost $151.40 Unrealized -17.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $23 Shares 521 Est. Cost $23.66 Unrealized +73.4%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $23 Shares 833 Est. Cost $19.42 Unrealized +23.7%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $22 Shares 137 Est. Cost $123.16 Unrealized +8.9%
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $22 Shares 439 Est. Cost $50.49 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $22 Shares 56 Est. Cost $267.92 Unrealized +39.0%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $21 Shares 132 Est. Cost $93.21 Unrealized +48.2%
AON AON PLC 0.0%
Value ($000) $21 Shares 69 Est. Cost $196.52 Unrealized +48.1%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $20 Shares 115 Est. Cost $130.43 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $20 Shares 142 Est. Cost $99.26 Unrealized +19.6%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $20 Shares 195 Est. Cost $72.11 Unrealized +19.7%
CSL CARLISLE COS INC 0.0%
Value ($000) $20 Shares 79 Est. Cost $132.46 Unrealized +65.4%
KBE SPDR SER TR 0.0%
Value ($000) $19 Shares 350 Est. Cost $42.86 Unrealized
IPAR INTER PARFUMS INC 0.0%
Value ($000) $19 Shares 178 Est. Cost $50.31 Unrealized +78.4%
DSX DIANA SHIPPING INC 0.0%
Value ($000) $19 Shares 4,896 Est. Cost $2.86 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $18 Shares 50 Est. Cost $338.54 Unrealized -8.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $22.08 Unrealized 0.0%
ICUI ICU MED INC 0.0%
Value ($000) $18 Shares 76 Est. Cost $195.56 Unrealized +19.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $18 Shares 100 Est. Cost $400.29 Unrealized -41.3%
HUN HUNTSMAN CORP 0.0%
Value ($000) $17 Shares 500 Est. Cost $32.64 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $17 Shares 434 Est. Cost $17.89 Unrealized +88.4%
ITOT ISHARES TR 0.0%
Value ($000) $17 Shares 158 Est. Cost $88.61 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $17 Shares 296 Est. Cost $51.03 Unrealized 0.0%
MATTERPORT INC 0.0%
Value ($000) $17 Shares 840 Est. Cost $20.21 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $17 Shares 206 Est. Cost $66.23 Unrealized +11.9%
DORM DORMAN PRODS INC 0.0%
Value ($000) $17 Shares 149 Est. Cost $92.69 Unrealized +17.1%
SVB FINANCIAL GROUP 0.0%
Value ($000) $17 Shares 25 Est. Cost $386.67 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $16 Shares 119 Est. Cost $101.58 Unrealized +25.8%
CPRT COPART INC 0.0%
Value ($000) $16 Shares 103 Est. Cost $29.14 Unrealized +27.4%
BLKB BLACKBAUD INC 0.0%
Value ($000) $16 Shares 204 Est. Cost $55.62 Unrealized +38.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.38 Unrealized +10.1%
FORWARD AIR CORP 0.0%
Value ($000) $16 Shares 131 Est. Cost $76.34 Unrealized
BATT AMPLIFY ETF TR 0.0%
Value ($000) $16 Shares 886 Est. Cost $18.06 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $15 Shares 202 Est. Cost $64.49 Unrealized +8.4%
ENVESTNET INC 0.0%
Value ($000) $15 Shares 184 Est. Cost $78.00 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $15 Shares 1,262 Est. Cost $11.09 Unrealized
RGR STURM RUGER & CO INC 0.0%
Value ($000) $15 Shares 215 Est. Cost $64.34 Unrealized +12.9%
KO COCA COLA CO 0.0%
Value ($000) $15 Shares 262 Est. Cost $44.27 Unrealized +11.1%
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $13 Shares 227 Est. Cost $39.63 Unrealized
IART INTEGRA LIFESCIENCES HLDGS C 0.0%
Value ($000) $13 Shares 191 Est. Cost $53.81 Unrealized +25.7%
JJSF J & J SNACK FOODS CORP 0.0%
Value ($000) $13 Shares 81 Est. Cost $131.46 Unrealized +4.8%
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $12 Shares 403 Est. Cost $26.14 Unrealized +8.9%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $12 Shares 116 Est. Cost $58.88 Unrealized +68.1%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 46 Est. Cost $217.39 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $12 Shares 108 Est. Cost $56.82 Unrealized +56.4%
GOOGL ALPHABET INC 0.0%
Value ($000) $12 Shares 4 Est. Cost $83.49 Unrealized +71.2%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $12 Shares 242 Est. Cost $30.07 Unrealized +9.9%
MOG/A MOOG INC 0.0%
Value ($000) $11 Shares 137 Est. Cost $69.75 Unrealized +7.0%
ERIC ERICSSON 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $11 Shares 600 Est. Cost $13.86 Unrealized +38.4%
EXPO EXPONENT INC 0.0%
Value ($000) $11 Shares 92 Est. Cost $75.22 Unrealized +48.6%
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $11 Shares 52 Est. Cost $183.86 Unrealized +8.3%
SSD SIMPSON MFG INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $89.61 Unrealized +30.2%
CBZ CBIZ INC 0.0%
Value ($000) $11 Shares 277 Est. Cost $24.61 Unrealized +51.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $11 Shares 176 Est. Cost $50.03 Unrealized -1.6%
PERFICIENT INC 0.0%
Value ($000) $11 Shares 87 Est. Cost $75.27 Unrealized
RLI RLI CORP 0.0%
Value ($000) $10 Shares 89 Est. Cost $39.52 Unrealized +15.5%
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value ($000) $10 Shares 101 Est. Cost $80.68 Unrealized +15.5%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $10 Shares 112 Est. Cost $64.22 Unrealized +45.5%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $10 Shares 282 Est. Cost $33.51 Unrealized -4.3%
MLAB MESA LABS INC 0.0%
Value ($000) $10 Shares 31 Est. Cost $268.75 Unrealized +14.4%
SOUTHSTATE CORPORATION 0.0%
Value ($000) $10 Shares 126 Est. Cost $71.43 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.0%
Value ($000) $9 Shares 80 Est. Cost $97.38 Unrealized +2.1%
SONO SONOS INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $31.80 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $9 Shares 85 Est. Cost $55.51 Unrealized +45.0%
SABR SABRE CORP 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.25 Unrealized +3.7%
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $9 Shares 211 Est. Cost $36.03 Unrealized +14.5%
KEX KIRBY CORP 0.0%
Value ($000) $9 Shares 159 Est. Cost $45.56 Unrealized +22.7%
FUL FULLER H B CO 0.0%
Value ($000) $9 Shares 106 Est. Cost $64.08 Unrealized +9.3%
ORCL ORACLE CORP 0.0%
Value ($000) $9 Shares 101 Est. Cost $73.75 Unrealized +20.5%
FUBO FUBOTV INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $23.80 Unrealized -1.6%
PLUS EPLUS INC 0.0%
Value ($000) $8 Shares 156 Est. Cost $47.60 Unrealized +16.0%
KFRC KFORCE INC 0.0%
Value ($000) $8 Shares 102 Est. Cost $48.50 Unrealized +48.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $119.35 Unrealized -26.1%
ALG ALAMO GROUP INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $125.94 Unrealized +14.9%
APTIV PLC 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
NRC NATIONAL RESH CORP 0.0%
Value ($000) $8 Shares 187 Est. Cost $47.71 Unrealized -8.9%
TECHTARGET INC 0.0%
Value ($000) $8 Shares 87 Est. Cost $70.02 Unrealized
UMPQUA HLDGS CORP 0.0%
Value ($000) $8 Shares 413 Est. Cost $14.53 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value ($000) $8 Shares 76 Est. Cost $75.31 Unrealized +36.3%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $8 Shares 164 Est. Cost $46.68 Unrealized +7.0%
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 101 Est. Cost $71.28 Unrealized -3.5%
CRVL CORVEL CORP 0.0%
Value ($000) $8 Shares 37 Est. Cost $52.10 Unrealized +20.6%
CENT CENTRAL GARDEN & PET CO 0.0%
Value ($000) $8 Shares 145 Est. Cost $31.31 Unrealized +28.3%
ROG ROGERS CORP 0.0%
Value ($000) $8 Shares 31 Est. Cost $196.77 Unrealized +23.6%
CSX CSX CORP 0.0%
Value ($000) $7 Shares 180 Est. Cost $29.58 Unrealized +12.5%
AAON AAON INC 0.0%
Value ($000) $7 Shares 82 Est. Cost $41.14 Unrealized +19.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $125.41 Unrealized +4.8%
MNRO MONRO INC 0.0%
Value ($000) $7 Shares 119 Est. Cost $48.07 Unrealized +22.9%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $37.29 Unrealized +58.9%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $7 Shares 83 Est. Cost $63.57 Unrealized +21.4%
BCPC BALCHEM CORP 0.0%
Value ($000) $7 Shares 39 Est. Cost $102.27 Unrealized +52.9%
FTDR FRONTDOOR INC 0.0%
Value ($000) $7 Shares 190 Est. Cost $45.70 Unrealized -16.9%
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 115 Est. Cost $48.09 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $7 Shares 74 Est. Cost $81.08 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $40.45 Unrealized +14.7%
JTKWY JUST EAT TAKEAWAY COM N V 0.0%
Value ($000) $7 Shares 671 Est. Cost $17.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $7 Shares 51 Est. Cost $93.41 Unrealized +14.0%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $7 Shares 237 Est. Cost $26.20 Unrealized -4.5%
IWM ISHARES TR 0.0%
Value ($000) $7 Shares 33 Est. Cost $202.94 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $6 Shares 108 Est. Cost $66.36 Unrealized
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $6 Shares 107 Est. Cost $46.58 Unrealized +4.0%
SCL STEPAN CO 0.0%
Value ($000) $6 Shares 46 Est. Cost $117.73 Unrealized +2.5%
IEF ISHARES TR 0.0%
Value ($000) $6 Shares 56 Est. Cost $125.00 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $6 Shares 66 Est. Cost $61.54 Unrealized
DOW DOW INC 0.0%
Value ($000) $6 Shares 104 Est. Cost $50.94 Unrealized -11.6%
O REALTY INCOME CORP 0.0%
Value ($000) $6 Shares 90 Est. Cost $45.59 Unrealized +21.5%
CVLT COMMVAULT SYS INC 0.0%
Value ($000) $6 Shares 81 Est. Cost $72.68 Unrealized -6.1%
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $10.68 Unrealized +70.7%
GTN GRAY TELEVISION INC 0.0%
Value ($000) $6 Shares 305 Est. Cost $15.85 Unrealized +39.7%
OPLN KAR AUCTION SVCS INC 0.0%
Value ($000) $6 Shares 355 Est. Cost $17.13 Unrealized -10.6%
NDAQ NASDAQ INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $39.45 Unrealized +63.0%
SGOL ABERDEEN STD GOLD ETF TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $67.49 Unrealized +7.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $5 Shares 17 Est. Cost $279.44 Unrealized +2.5%
EVRG EVERGY INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $45.45 Unrealized +20.7%
LDI LOANDEPOT INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $21.29 Unrealized -72.5%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $5 Shares 28 Est. Cost $174.22 Unrealized -6.0%
VEON LTD 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $1.67 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $5 Shares 76 Est. Cost $54.03 Unrealized +5.2%
PIONEER NAT RES CO 0.0%
Value ($000) $5 Shares 25 Est. Cost $120.00 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $5 Shares 78 Est. Cost $49.54 Unrealized +9.1%
PATTERSON COS INC 0.0%
Value ($000) $5 Shares 165 Est. Cost $30.30 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $17.14 Unrealized +33.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $5 Shares 71 Est. Cost $48.92 Unrealized +12.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $4 Shares 47 Est. Cost $58.48 Unrealized +6.2%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 41 Est. Cost $82.31 Unrealized
CASS CASS INFORMATION SYS INC 0.0%
Value ($000) $4 Shares 108 Est. Cost $36.16 Unrealized +4.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $4 Shares 28 Est. Cost $107.90 Unrealized +32.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.04 Unrealized +16.6%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $4 Shares 58 Est. Cost $51.72 Unrealized
TWITTER INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $4 Shares 25 Est. Cost $139.20 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $4 Shares 33 Est. Cost $134.62 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $4 Shares 202 Est. Cost $16.54 Unrealized +24.8%
US ECOLOGY INC 0.0%
Value ($000) $4 Shares 121 Est. Cost $33.06 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $45.16 Unrealized -32.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $424.73 Unrealized +2.4%
PPC PILGRIMS PRIDE CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.10 Unrealized +57.2%
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 52 Est. Cost $58.80 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $3 Shares 108 Est. Cost $17.77 Unrealized +14.7%
MIND TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $95.08 Unrealized +7.3%
OCEANPAL INC 0.0%
Value ($000) $2 Shares 750 Est. Cost $2.67 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 42 Est. Cost $34.28 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $119.35 Unrealized -4.7%
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value ($000) $2 Shares 100 Est. Cost $35.53 Unrealized -19.1%
BYND BEYOND MEAT INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $150.83 Unrealized -43.6%
CRM SALESFORCE COM INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $250.91 Unrealized +10.6%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.00 Unrealized
DISCOVERY INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 22 Est. Cost $57.45 Unrealized
SDGR SCHRODINGER INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $72.49 Unrealized -37.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $179.43 Unrealized +9.9%
DISCOVERY INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.07 Unrealized +49.1%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.73 Unrealized +1.6%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.93 Unrealized +0.1%
AOM ISHARES TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $43.20 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $1 Shares 32 Est. Cost $37.25 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.60 Unrealized +49.7%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 99 Est. Cost $13.33 Unrealized -16.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.62 Unrealized
UNITY BIOTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ACNT SYNALLOY CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.79 Unrealized +47.6%
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
EVTC EVERTEC INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.28 Unrealized +9.8%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FIVA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 4 Est. Cost $23.26 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $59.95 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $6.62 Unrealized +11.4%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $46.93 Unrealized -31.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.83 Unrealized +8.6%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.43 Unrealized +65.0%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.44 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.80 Unrealized -0.8%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GAL SSGA ACTIVE ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized