Caerus Investment Advisors, LLC Diversified Active

Location: West Lake Hills, TX

CIK: 0001862682 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $309M (100.0% shares, 0.0% debt)

Holdings (311)

VOO VANGUARD INDEX FDS 5.8%
Value $17.91M Shares 28,556 Est. Cost $418.64 Unrealized
GOOG ALPHABET INC 4.4%
Value $13.46M Shares 42,882 Est. Cost $118.14 Unrealized +142.4%
SPY SPDR S&P 500 ETF TR 3.9%
Value $11.93M Shares 17,495 Est. Cost $457.91 Unrealized
XYLD GLOBAL X FDS 3.6%
Value $11.22M Shares 276,188 Est. Cost $40.47 Unrealized
QYLD GLOBAL X FDS 3.5%
Value $10.84M Shares 613,338 Est. Cost $17.62 Unrealized
FIG FIGMA INC 2.9%
Value $8.969M Shares 240,000 Est. Cost $45.19 Unrealized 0.0%
FIG FIGMA INC 2.9%
Value $8.812M Shares 235,805 Est. Cost $45.19 Unrealized 0.0%
NVDA NVIDIA CORPORATION 2.4%
Value $7.27M Shares 38,982 Est. Cost $159.44 Unrealized +16.7%
IWM ISHARES TR 2.2%
Value $6.878M Shares 27,940 Est. Cost $216.30 Unrealized
EFA ISHARES TR 2.2%
Value $6.869M Shares 71,529 Est. Cost $76.93 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 2.1%
Value $6.351M Shares 109,277 Est. Cost $57.37 Unrealized
AAPL APPLE INC 1.9%
Value $5.976M Shares 21,981 Est. Cost $177.45 Unrealized +51.2%
DFAC DIMENSIONAL ETF TRUST 1.6%
Value $4.99M Shares 126,041 Est. Cost $29.23 Unrealized
GOOGL ALPHABET INC 1.4%
Value $4.448M Shares 14,211 Est. Cost $139.62 Unrealized +104.6%
DFUS DIMENSIONAL ETF TRUST 1.1%
Value $3.265M Shares 44,020 Est. Cost $51.83 Unrealized
AMZN AMAZON COM INC 1.1%
Value $3.251M Shares 14,086 Est. Cost $189.92 Unrealized +20.5%
MSFT MICROSOFT CORP 1.0%
Value $2.97M Shares 6,141 Est. Cost $420.76 Unrealized +19.0%
IVV ISHARES TR 0.9%
Value $2.898M Shares 4,231 Est. Cost $684.94 Unrealized
DVY ISHARES TR 0.8%
Value $2.437M Shares 17,270 Est. Cost $123.17 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value $2.162M Shares 37,778 Est. Cost $55.10 Unrealized
CB CHUBB LIMITED 0.6%
Value $1.969M Shares 6,309 Est. Cost $279.49 Unrealized +4.6%
MRK MERCK & CO INC 0.6%
Value $1.956M Shares 18,585 Est. Cost $82.96 Unrealized +12.4%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $1.901M Shares 10,697 Est. Cost $162.07 Unrealized +11.7%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value $1.828M Shares 33,882 Est. Cost $46.71 Unrealized +1.8%
PCG PG&E CORP 0.6%
Value $1.826M Shares 113,647 Est. Cost $14.92 Unrealized +6.7%
PEP PEPSICO INC 0.6%
Value $1.763M Shares 12,282 Est. Cost $141.52 Unrealized +3.1%
CNC CENTENE CORP DEL 0.6%
Value $1.753M Shares 42,597 Est. Cost $35.77 Unrealized +4.7%
TEAM ATLASSIAN CORPORATION 0.6%
Value $1.722M Shares 10,623 Est. Cost $163.32 Unrealized -3.9%
EIX EDISON INTL 0.6%
Value $1.71M Shares 28,494 Est. Cost $54.94 Unrealized +4.3%
EXPE EXPEDIA GROUP INC 0.5%
Value $1.649M Shares 5,821 Est. Cost $206.26 Unrealized +19.7%
INTC INTEL CORP 0.5%
Value $1.572M Shares 42,589 Est. Cost $24.65 Unrealized +53.2%
WMT WALMART INC 0.5%
Value $1.48M Shares 13,288 Est. Cost $101.37 Unrealized +5.7%
ABNB AIRBNB INC 0.5%
Value $1.479M Shares 10,896 Est. Cost $128.48 Unrealized -3.1%
FDX FEDEX CORP 0.5%
Value $1.478M Shares 5,115 Est. Cost $236.51 Unrealized +10.6%
TSLA TESLA INC 0.5%
Value $1.467M Shares 3,263 Est. Cost $358.16 Unrealized +23.8%
LRCX LAM RESEARCH CORP 0.5%
Value $1.466M Shares 8,563 Est. Cost $108.77 Unrealized +42.8%
GE GE AEROSPACE 0.5%
Value $1.453M Shares 4,718 Est. Cost $278.12 Unrealized +8.2%
GLDM WORLD GOLD TR 0.5%
Value $1.449M Shares 16,969 Est. Cost $85.37 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.5%
Value $1.442M Shares 7,420 Est. Cost $149.17 Unrealized +15.0%
FIX COMFORT SYS USA INC 0.5%
Value $1.436M Shares 1,539 Est. Cost $774.57 Unrealized +19.2%
ZM ZOOM COMMUNICATIONS INC 0.5%
Value $1.414M Shares 16,385 Est. Cost $79.98 Unrealized +5.2%
MU MICRON TECHNOLOGY INC 0.4%
Value $1.382M Shares 4,842 Est. Cost $171.48 Unrealized +33.8%
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value $1.311M Shares 55,304 Est. Cost $23.66 Unrealized
MEDP MEDPACE HLDGS INC 0.4%
Value $1.29M Shares 2,297 Est. Cost $477.68 Unrealized +18.8%
REGN REGENERON PHARMACEUTICALS 0.4%
Value $1.265M Shares 1,639 Est. Cost $585.91 Unrealized +15.8%
COF CAPITAL ONE FINL CORP 0.4%
Value $1.237M Shares 5,105 Est. Cost $218.57 Unrealized +1.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $1.223M Shares 2,434 Est. Cost $408.15 Unrealized +21.9%
GLD SPDR GOLD TR 0.4%
Value $1.22M Shares 3,079 Est. Cost $360.07 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value $1.21M Shares 3,595 Est. Cost $316.85 Unrealized +7.6%
TJX TJX COS INC NEW 0.4%
Value $1.208M Shares 7,862 Est. Cost $138.82 Unrealized +6.4%
DG DOLLAR GEN CORP NEW 0.4%
Value $1.179M Shares 8,881 Est. Cost $109.85 Unrealized +1.5%
ACN ACCENTURE PLC IRELAND 0.4%
Value $1.149M Shares 4,282 Est. Cost $258.03 Unrealized -1.5%
ANET ARISTA NETWORKS INC 0.4%
Value $1.132M Shares 8,636 Est. Cost $134.38 Unrealized +2.4%
AVGO BROADCOM INC 0.4%
Value $1.121M Shares 3,239 Est. Cost $309.87 Unrealized +15.2%
NEM NEWMONT CORP 0.4%
Value $1.115M Shares 11,167 Est. Cost $77.80 Unrealized +15.9%
LVS LAS VEGAS SANDS CORP 0.4%
Value $1.102M Shares 16,923 Est. Cost $59.04 Unrealized +3.7%
FTI TECHNIPFMC PLC 0.3%
Value $1.059M Shares 23,766 Est. Cost $37.09 Unrealized +13.8%
PSX PHILLIPS 66 0.3%
Value $1.051M Shares 8,148 Est. Cost $128.84 Unrealized +4.0%
META META PLATFORMS INC 0.3%
Value $1.029M Shares 1,559 Est. Cost $666.56 Unrealized +0.1%
MLI MUELLER INDS INC 0.3%
Value $1.015M Shares 8,840 Est. Cost $97.54 Unrealized +10.1%
BKNG BOOKING HOLDINGS INC 0.3%
Value $1.007M Shares 188 Est. Cost $5137.84 Unrealized 0.0%
GM GENERAL MTRS CO 0.3%
Value $985K Shares 12,110 Est. Cost $55.55 Unrealized +26.7%
BBY BEST BUY INC 0.3%
Value $968K Shares 14,461 Est. Cost $71.75 Unrealized +5.2%
FCX FREEPORT-MCMORAN INC 0.3%
Value $965K Shares 19,009 Est. Cost $43.31 Unrealized 0.0%
NTRA NATERA INC 0.3%
Value $952K Shares 4,154 Est. Cost $180.33 Unrealized +15.7%
VTR VENTAS INC 0.3%
Value $931K Shares 12,028 Est. Cost $69.95 Unrealized +7.2%
ADBE ADOBE INC 0.3%
Value $930K Shares 2,657 Est. Cost $358.75 Unrealized -5.2%
BAC BANK AMERICA CORP 0.3%
Value $925K Shares 16,826 Est. Cost $48.77 Unrealized +8.0%
C CITIGROUP INC 0.3%
Value $916K Shares 7,849 Est. Cost $95.72 Unrealized +8.3%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value $905K Shares 7,845 Est. Cost $108.19 Unrealized +8.8%
FTNT FORTINET INC 0.3%
Value $894K Shares 11,255 Est. Cost $82.94 Unrealized 0.0%
INCY INCYTE CORP 0.3%
Value $891K Shares 9,026 Est. Cost $81.42 Unrealized +18.8%
STE STERIS PLC 0.3%
Value $860K Shares 3,391 Est. Cost $243.41 Unrealized +3.2%
IT GARTNER INC 0.3%
Value $850K Shares 3,371 Est. Cost $252.79 Unrealized -4.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value $848K Shares 1,753 Est. Cost $476.18 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.3%
Value $792K Shares 4,596 Est. Cost $104.58 Unrealized +44.9%
EXEL EXELIXIS INC 0.3%
Value $773K Shares 17,638 Est. Cost $41.37 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.3%
Value $773K Shares 4,263 Est. Cost $180.54 Unrealized -6.1%
PNC PNC FINL SVCS GROUP INC 0.3%
Value $772K Shares 3,698 Est. Cost $195.75 Unrealized -1.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value $767K Shares 7,733 Est. Cost $92.75 Unrealized 0.0%
WELL WELLTOWER INC 0.2%
Value $762K Shares 4,108 Est. Cost $163.41 Unrealized +14.1%
SURE ADVISORSHARES TR 0.2%
Value $754K Shares 5,920 Est. Cost $104.47 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $752K Shares 1,224 Est. Cost $614.31 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value $746K Shares 5,519 Est. Cost $110.37 Unrealized +21.0%
DKNG DRAFTKINGS INC NEW 0.2%
Value $745K Shares 21,618 Est. Cost $42.76 Unrealized -23.1%
NBIX NEUROCRINE BIOSCIENCES INC 0.2%
Value $745K Shares 5,252 Est. Cost $136.42 Unrealized +6.2%
JPM JPMORGAN CHASE & CO. 0.2%
Value $737K Shares 2,289 Est. Cost $242.87 Unrealized +27.4%
BWA BORGWARNER INC 0.2%
Value $736K Shares 16,324 Est. Cost $39.91 Unrealized +9.5%
ILMN ILLUMINA INC 0.2%
Value $735K Shares 5,605 Est. Cost $106.76 Unrealized +10.0%
AMP AMERIPRISE FINL INC 0.2%
Value $723K Shares 1,474 Est. Cost $473.82 Unrealized 0.0%
TSN TYSON FOODS INC 0.2%
Value $723K Shares 12,326 Est. Cost $54.45 Unrealized +0.3%
MDT MEDTRONIC PLC 0.2%
Value $715K Shares 7,439 Est. Cost $91.87 Unrealized +5.7%
UTHR UNITED THERAPEUTICS CORP DEL 0.2%
Value $713K Shares 1,464 Est. Cost $465.69 Unrealized 0.0%
FNDE SCHWAB STRATEGIC TR 0.2%
Value $708K Shares 19,646 Est. Cost $36.16 Unrealized
DOV DOVER CORP 0.2%
Value $704K Shares 3,605 Est. Cost $178.97 Unrealized +1.6%
ESTC ELASTIC N V 0.2%
Value $692K Shares 9,173 Est. Cost $83.27 Unrealized -2.0%
SNOW SNOWFLAKE INC 0.2%
Value $692K Shares 3,153 Est. Cost $224.19 Unrealized +8.9%
ROST ROSS STORES INC 0.2%
Value $683K Shares 3,793 Est. Cost $146.50 Unrealized +13.7%
DHR DANAHER CORPORATION 0.2%
Value $680K Shares 2,971 Est. Cost $206.18 Unrealized +6.5%
SNDK SANDISK CORP 0.2%
Value $680K Shares 2,864 Est. Cost $64.14 Unrealized +212.3%
PANW PALO ALTO NETWORKS INC 0.2%
Value $679K Shares 3,684 Est. Cost $197.64 Unrealized +2.1%
SF STIFEL FINL CORP 0.2%
Value $668K Shares 5,338 Est. Cost $119.59 Unrealized 0.0%
CMI CUMMINS INC 0.2%
Value $668K Shares 1,308 Est. Cost $389.32 Unrealized +19.8%
GEV GE VERNOVA INC 0.2%
Value $663K Shares 1,015 Est. Cost $605.52 Unrealized +0.6%
LYFT LYFT INC 0.2%
Value $661K Shares 34,118 Est. Cost $17.12 Unrealized +21.4%
CFLT CONFLUENT INC 0.2%
Value $655K Shares 21,667 Est. Cost $22.26 Unrealized +10.3%
VTI VANGUARD INDEX FDS 0.2%
Value $650K Shares 1,939 Est. Cost $328.76 Unrealized
MFDX PIMCO EQUITY SER 0.2%
Value $649K Shares 16,880 Est. Cost $37.17 Unrealized
ROKU ROKU INC 0.2%
Value $640K Shares 5,901 Est. Cost $92.23 Unrealized +10.0%
ADT ADT INC DEL 0.2%
Value $636K Shares 78,758 Est. Cost $8.44 Unrealized -2.0%
G GENPACT LIMITED 0.2%
Value $629K Shares 13,440 Est. Cost $43.57 Unrealized -0.7%
JNJ JOHNSON & JOHNSON 0.2%
Value $624K Shares 3,017 Est. Cost $173.68 Unrealized +13.4%
TXT TEXTRON INC 0.2%
Value $620K Shares 7,118 Est. Cost $83.66 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value $618K Shares 3,172 Est. Cost $247.85 Unrealized -4.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.2%
Value $608K Shares 10,236 Est. Cost $57.11 Unrealized -4.7%
OMC OMNICOM GROUP INC 0.2%
Value $592K Shares 7,333 Est. Cost $75.76 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value $589K Shares 1,732 Est. Cost $278.56 Unrealized +11.1%
THC TENET HEALTHCARE CORP 0.2%
Value $587K Shares 2,953 Est. Cost $187.85 Unrealized +7.6%
LLY ELI LILLY & CO 0.2%
Value $586K Shares 545 Est. Cost $842.05 Unrealized +13.5%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $582K Shares 2,649 Est. Cost $185.93 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value $581K Shares 5,841 Est. Cost $99.52 Unrealized
EXAS EXACT SCIENCES CORP 0.2%
Value $573K Shares 5,638 Est. Cost $80.31 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.2%
Value $573K Shares 1,973 Est. Cost $280.03 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value $557K Shares 3,474 Est. Cost $159.42 Unrealized -3.7%
CFG CITIZENS FINL GROUP INC 0.2%
Value $556K Shares 9,516 Est. Cost $50.67 Unrealized +5.7%
CIEN CIENA CORP 0.2%
Value $551K Shares 2,357 Est. Cost $110.24 Unrealized +76.0%
GDDY GODADDY INC 0.2%
Value $550K Shares 4,431 Est. Cost $129.40 Unrealized 0.0%
ARMK ARAMARK 0.2%
Value $550K Shares 14,911 Est. Cost $37.92 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value $547K Shares 10,255 Est. Cost $48.72 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.2%
Value $543K Shares 2,800 Est. Cost $185.71 Unrealized +2.1%
NTRS NORTHERN TR CORP 0.2%
Value $543K Shares 3,974 Est. Cost $130.74 Unrealized 0.0%
VIK VIKING HOLDINGS LTD 0.2%
Value $541K Shares 7,582 Est. Cost $63.81 Unrealized 0.0%
MFUS PIMCO EQUITY SER 0.2%
Value $541K Shares 9,560 Est. Cost $56.25 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value $539K Shares 5,348 Est. Cost $96.05 Unrealized +1.4%
NOW SERVICENOW INC 0.2%
Value $538K Shares 3,515 Est. Cost $171.54 Unrealized 0.0%
EQIX EQUINIX INC 0.2%
Value $537K Shares 701 Est. Cost $776.98 Unrealized +0.5%
DECK DECKERS OUTDOOR CORP 0.2%
Value $528K Shares 5,093 Est. Cost $93.73 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $520K Shares 2,430 Est. Cost $166.40 Unrealized +35.0%
XOM EXXON MOBIL CORP 0.2%
Value $518K Shares 4,304 Est. Cost $104.79 Unrealized +10.2%
DAL DELTA AIR LINES INC DEL 0.2%
Value $516K Shares 7,434 Est. Cost $62.45 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value $512K Shares 6,652 Est. Cost $68.00 Unrealized +8.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value $508K Shares 2,895 Est. Cost $180.30 Unrealized 0.0%
PINS PINTEREST INC 0.2%
Value $507K Shares 19,591 Est. Cost $34.16 Unrealized -15.7%
V VISA INC 0.2%
Value $505K Shares 1,441 Est. Cost $217.61 Unrealized +56.4%
HUBS HUBSPOT INC 0.2%
Value $501K Shares 1,248 Est. Cost $458.02 Unrealized -9.6%
PYPL PAYPAL HLDGS INC 0.2%
Value $497K Shares 8,521 Est. Cost $64.84 Unrealized 0.0%
NYT NEW YORK TIMES CO 0.2%
Value $494K Shares 7,112 Est. Cost $56.69 Unrealized +9.0%
AFL AFLAC INC 0.2%
Value $488K Shares 4,430 Est. Cost $104.43 Unrealized +5.2%
JHG JANUS HENDERSON GROUP PLC 0.2%
Value $488K Shares 10,262 Est. Cost $43.41 Unrealized +1.9%
IQV IQVIA HLDGS INC 0.2%
Value $486K Shares 2,156 Est. Cost $197.62 Unrealized +10.1%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value $478K Shares 6,237 Est. Cost $62.42 Unrealized +14.8%
OTIS OTIS WORLDWIDE CORP 0.2%
Value $478K Shares 5,468 Est. Cost $89.66 Unrealized -0.5%
MTG MGIC INVT CORP WIS 0.2%
Value $474K Shares 16,230 Est. Cost $27.62 Unrealized +1.7%
BIIB BIOGEN INC 0.2%
Value $469K Shares 2,667 Est. Cost $137.15 Unrealized +19.1%
AR ANTERO RESOURCES CORP 0.2%
Value $468K Shares 13,578 Est. Cost $33.33 Unrealized +1.6%
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value $466K Shares 1,173 Est. Cost $407.20 Unrealized +8.7%
JLL JONES LANG LASALLE INC 0.2%
Value $464K Shares 1,379 Est. Cost $313.44 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $460K Shares 12,430 Est. Cost $36.17 Unrealized 0.0%
VRSN VERISIGN INC 0.1%
Value $449K Shares 1,849 Est. Cost $278.13 Unrealized -9.8%
EXE EXPAND ENERGY CORPORATION 0.1%
Value $448K Shares 4,057 Est. Cost $110.64 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.1%
Value $444K Shares 5,886 Est. Cost $75.44 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $442K Shares 5,565 Est. Cost $67.96 Unrealized +15.8%
DHI D R HORTON INC 0.1%
Value $440K Shares 3,052 Est. Cost $155.12 Unrealized -2.0%
AL AIR LEASE CORP 0.1%
Value $439K Shares 6,831 Est. Cost $61.40 Unrealized +3.7%
TPR TAPESTRY INC 0.1%
Value $438K Shares 3,430 Est. Cost $104.00 Unrealized +9.6%
PLD PROLOGIS INC. 0.1%
Value $428K Shares 3,353 Est. Cost $123.86 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value $426K Shares 7,093 Est. Cost $57.82 Unrealized +3.9%
DELL DELL TECHNOLOGIES INC 0.1%
Value $423K Shares 3,360 Est. Cost $129.18 Unrealized +9.0%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value $415K Shares 2,041 Est. Cost $193.39 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value $413K Shares 724 Est. Cost $573.47 Unrealized -2.5%
CHWY CHEWY INC 0.1%
Value $407K Shares 12,312 Est. Cost $37.40 Unrealized -7.2%
AXTA AXALTA COATING SYS LTD 0.1%
Value $407K Shares 12,585 Est. Cost $29.84 Unrealized -1.7%
ORI OLD REP INTL CORP 0.1%
Value $403K Shares 8,835 Est. Cost $36.26 Unrealized +12.6%
GTLB GITLAB INC 0.1%
Value $402K Shares 10,724 Est. Cost $43.29 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC 0.1%
Value $401K Shares 6,465 Est. Cost $56.69 Unrealized 0.0%
FIVE FIVE BELOW INC 0.1%
Value $396K Shares 2,103 Est. Cost $162.56 Unrealized 0.0%
TREX TREX CO INC 0.1%
Value $395K Shares 11,264 Est. Cost $49.65 Unrealized -18.5%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $395K Shares 4,631 Est. Cost $78.52 Unrealized +4.5%
TXRH TEXAS ROADHOUSE INC 0.1%
Value $393K Shares 2,370 Est. Cost $168.76 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value $392K Shares 3,378 Est. Cost $104.48 Unrealized +5.8%
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value $392K Shares 18,222 Est. Cost $21.08 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $392K Shares 1,187 Est. Cost $298.94 Unrealized +12.8%
AA ALCOA CORP 0.1%
Value $387K Shares 7,286 Est. Cost $40.88 Unrealized 0.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.1%
Value $381K Shares 1,992 Est. Cost $186.09 Unrealized +2.5%
AME AMETEK INC 0.1%
Value $377K Shares 1,838 Est. Cost $183.47 Unrealized +5.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $370K Shares 1,000 Est. Cost $161.79 Unrealized +120.6%
GAP GAP INC 0.1%
Value $370K Shares 14,435 Est. Cost $21.77 Unrealized +10.6%
PFE PFIZER INC 0.1%
Value $365K Shares 14,675 Est. Cost $25.03 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 0.1%
Value $365K Shares 3,880 Est. Cost $93.97 Unrealized
HPQ HP INC 0.1%
Value $361K Shares 16,221 Est. Cost $26.01 Unrealized -2.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value $359K Shares 1,236 Est. Cost $266.53 Unrealized +5.3%
MUSA MURPHY USA INC 0.1%
Value $356K Shares 883 Est. Cost $390.18 Unrealized -1.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $355K Shares 797 Est. Cost $462.16 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.1%
Value $355K Shares 2,189 Est. Cost $135.85 Unrealized +27.8%
MSCI MSCI INC 0.1%
Value $355K Shares 618 Est. Cost $562.51 Unrealized -0.4%
AXS AXIS CAP HLDGS LTD 0.1%
Value $351K Shares 3,278 Est. Cost $99.34 Unrealized 0.0%
IVZ INVESCO LTD 0.1%
Value $350K Shares 13,305 Est. Cost $21.22 Unrealized +14.6%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $347K Shares 1,871 Est. Cost $186.43 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value $344K Shares 1,298 Est. Cost $251.43 Unrealized -1.3%
DXCM DEXCOM INC 0.1%
Value $342K Shares 5,160 Est. Cost $64.65 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value $338K Shares 613 Est. Cost $506.30 Unrealized +10.1%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value $332K Shares 6,076 Est. Cost $55.11 Unrealized -0.6%
SYNOVUS FINL CORP 0.1%
Value $331K Shares 6,613 Est. Cost $49.18 Unrealized
CAT CATERPILLAR INC 0.1%
Value $330K Shares 576 Est. Cost $555.50 Unrealized 0.0%
FNDF SCHWAB STRATEGIC TR 0.1%
Value $329K Shares 7,270 Est. Cost $42.96 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value $328K Shares 1,439 Est. Cost $228.75 Unrealized -7.2%
CACI CACI INTL INC 0.1%
Value $325K Shares 610 Est. Cost $495.87 Unrealized +14.0%
CCK CROWN HLDGS INC 0.1%
Value $322K Shares 3,131 Est. Cost $97.34 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value $321K Shares 6,900 Est. Cost $47.46 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.1%
Value $318K Shares 2,840 Est. Cost $101.05 Unrealized 0.0%
NNN NNN REIT INC 0.1%
Value $317K Shares 8,007 Est. Cost $41.99 Unrealized
SYY SYSCO CORP 0.1%
Value $316K Shares 4,286 Est. Cost $75.50 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.1%
Value $314K Shares 11,197 Est. Cost $27.24 Unrealized 0.0%
TFX TELEFLEX INCORPORATED 0.1%
Value $312K Shares 2,555 Est. Cost $120.66 Unrealized +0.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $310K Shares 1,045 Est. Cost $260.34 Unrealized +14.8%
W WAYFAIR INC 0.1%
Value $307K Shares 3,053 Est. Cost $96.17 Unrealized 0.0%
RRC RANGE RES CORP 0.1%
Value $305K Shares 8,641 Est. Cost $35.71 Unrealized +4.3%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value $304K Shares 3,479 Est. Cost $77.08 Unrealized +6.7%
TER TERADYNE INC 0.1%
Value $301K Shares 1,555 Est. Cost $171.50 Unrealized 0.0%
RBLX ROBLOX CORP 0.1%
Value $300K Shares 3,703 Est. Cost $124.28 Unrealized -14.6%
HAS HASBRO INC 0.1%
Value $297K Shares 3,617 Est. Cost $76.49 Unrealized +2.0%
UNP UNION PAC CORP 0.1%
Value $296K Shares 1,278 Est. Cost $223.59 Unrealized +1.7%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $296K Shares 4,731 Est. Cost $59.92 Unrealized
MTCH MATCH GROUP INC NEW 0.1%
Value $295K Shares 9,143 Est. Cost $35.47 Unrealized -7.4%
INTU INTUIT 0.1%
Value $295K Shares 445 Est. Cost $711.12 Unrealized -7.1%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $295K Shares 3,468 Est. Cost $87.46 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value $295K Shares 1,122 Est. Cost $265.71 Unrealized 0.0%
RHI ROBERT HALF INC. 0.1%
Value $294K Shares 10,820 Est. Cost $35.11 Unrealized -18.7%
CRH CRH PLC 0.1%
Value $293K Shares 2,344 Est. Cost $106.46 Unrealized +11.9%
DVN DEVON ENERGY CORP NEW 0.1%
Value $292K Shares 7,977 Est. Cost $33.63 Unrealized +3.3%
MMM 3M CO 0.1%
Value $289K Shares 1,805 Est. Cost $163.18 Unrealized 0.0%
MDB MONGODB INC 0.1%
Value $288K Shares 686 Est. Cost $363.83 Unrealized 0.0%
EME EMCOR GROUP INC 0.1%
Value $286K Shares 467 Est. Cost $606.37 Unrealized +6.8%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value $285K Shares 1,035 Est. Cost $244.57 Unrealized +11.8%
NFLX NETFLIX INC 0.1%
Value $285K Shares 3,036 Est. Cost $106.31 Unrealized +1.4%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value $284K Shares 1,186 Est. Cost $234.81 Unrealized +0.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value $284K Shares 3,220 Est. Cost $83.87 Unrealized 0.0%
ATI ATI INC 0.1%
Value $283K Shares 2,469 Est. Cost $97.45 Unrealized 0.0%
MORN MORNINGSTAR INC 0.1%
Value $282K Shares 1,297 Est. Cost $216.57 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC 0.1%
Value $281K Shares 4,060 Est. Cost $67.02 Unrealized 0.0%
AMKR AMKOR TECHNOLOGY INC 0.1%
Value $281K Shares 7,106 Est. Cost $23.96 Unrealized +48.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $280K Shares 319 Est. Cost $813.35 Unrealized 0.0%
EG EVEREST GROUP LTD 0.1%
Value $278K Shares 818 Est. Cost $337.63 Unrealized -2.2%
KD KYNDRYL HLDGS INC 0.1%
Value $277K Shares 10,432 Est. Cost $27.11 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.1%
Value $276K Shares 1,809 Est. Cost $173.18 Unrealized -14.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value $274K Shares 2,747 Est. Cost $94.54 Unrealized +0.2%
CR CRANE COMPANY 0.1%
Value $273K Shares 1,478 Est. Cost $188.03 Unrealized -1.4%
FNDX SCHWAB STRATEGIC TR 0.1%
Value $273K Shares 10,017 Est. Cost $26.30 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value $272K Shares 583 Est. Cost $463.73 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value $272K Shares 2,832 Est. Cost $91.50 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value $270K Shares 6,722 Est. Cost $31.90 Unrealized +17.2%
TGT TARGET CORP 0.1%
Value $269K Shares 2,752 Est. Cost $91.63 Unrealized 0.0%
DAYFORCE INC 0.1%
Value $268K Shares 3,873 Est. Cost $68.83 Unrealized 0.0%
VMI VALMONT INDS INC 0.1%
Value $267K Shares 664 Est. Cost $406.96 Unrealized 0.0%
CNH CNH INDL N V 0.1%
Value $267K Shares 28,964 Est. Cost $9.99 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value $266K Shares 5,954 Est. Cost $44.69 Unrealized
MTZ MASTEC INC 0.1%
Value $265K Shares 1,218 Est. Cost $183.12 Unrealized +14.6%
VLTO VERALTO CORP 0.1%
Value $263K Shares 2,632 Est. Cost $105.26 Unrealized -4.0%
HAL HALLIBURTON CO 0.1%
Value $262K Shares 9,272 Est. Cost $26.29 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.1%
Value $262K Shares 2,583 Est. Cost $112.05 Unrealized -10.0%
LOW LOWES COS INC 0.1%
Value $262K Shares 1,086 Est. Cost $239.83 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value $257K Shares 2,649 Est. Cost $92.14 Unrealized -2.6%
SHOP SHOPIFY INC 0.1%
Value $257K Shares 1,598 Est. Cost $100.02 Unrealized +60.5%
KMI KINDER MORGAN INC DEL 0.1%
Value $251K Shares 9,117 Est. Cost $26.97 Unrealized -0.2%
EVR EVERCORE INC 0.1%
Value $249K Shares 731 Est. Cost $312.02 Unrealized +2.8%
ONTO ONTO INNOVATION INC 0.1%
Value $245K Shares 1,555 Est. Cost $142.02 Unrealized 0.0%
RL RALPH LAUREN CORP 0.1%
Value $245K Shares 692 Est. Cost $340.01 Unrealized 0.0%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value $243K Shares 8,930 Est. Cost $27.26 Unrealized
PCAR PACCAR INC 0.1%
Value $243K Shares 2,220 Est. Cost $101.22 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value $243K Shares 6,655 Est. Cost $36.70 Unrealized -7.5%
RPM RPM INTL INC 0.1%
Value $243K Shares 2,332 Est. Cost $108.25 Unrealized 0.0%
SCI SERVICE CORP INTL 0.1%
Value $241K Shares 3,095 Est. Cost $79.79 Unrealized +0.3%
KEY KEYCORP 0.1%
Value $240K Shares 11,634 Est. Cost $18.49 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.1%
Value $240K Shares 1,328 Est. Cost $173.36 Unrealized +9.1%
WCN WASTE CONNECTIONS INC 0.1%
Value $239K Shares 1,361 Est. Cost $172.81 Unrealized 0.0%
IEX IDEX CORP 0.1%
Value $237K Shares 1,331 Est. Cost $170.79 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value $236K Shares 5,320 Est. Cost $44.34 Unrealized
ZS ZSCALER INC 0.1%
Value $236K Shares 1,048 Est. Cost $285.11 Unrealized -1.0%
MHK MOHAWK INDS INC 0.1%
Value $235K Shares 2,151 Est. Cost $123.84 Unrealized -7.3%
RBC RBC BEARINGS INC 0.1%
Value $233K Shares 520 Est. Cost $423.49 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.1%
Value $230K Shares 1,655 Est. Cost $133.00 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $230K Shares 9,558 Est. Cost $24.04 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $228K Shares 4,246 Est. Cost $53.76 Unrealized
OMF ONEMAIN HLDGS INC 0.1%
Value $228K Shares 3,378 Est. Cost $60.80 Unrealized 0.0%
WWD WOODWARD INC 0.1%
Value $228K Shares 754 Est. Cost $274.80 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $227K Shares 1,586 Est. Cost $154.90 Unrealized -5.0%
KMX CARMAX INC 0.1%
Value $227K Shares 5,868 Est. Cost $39.99 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value $224K Shares 1,200 Est. Cost $159.44 Unrealized +16.7%
SDY SPDR SERIES TRUST 0.1%
Value $223K Shares 1,600 Est. Cost $131.24 Unrealized
PSTG PURE STORAGE INC 0.1%
Value $222K Shares 3,317 Est. Cost $70.06 Unrealized +19.2%
RITM RITHM CAPITAL CORP 0.1%
Value $221K Shares 20,254 Est. Cost $11.39 Unrealized
FERG FERGUSON ENTERPRISES INC 0.1%
Value $221K Shares 991 Est. Cost $224.73 Unrealized +5.9%
OC OWENS CORNING NEW 0.1%
Value $219K Shares 1,953 Est. Cost $138.80 Unrealized -15.4%
S SENTINELONE INC 0.1%
Value $218K Shares 14,513 Est. Cost $16.38 Unrealized 0.0%
ITA ISHARES TR 0.1%
Value $217K Shares 1,010 Est. Cost $209.26 Unrealized
SON SONOCO PRODS CO 0.1%
Value $215K Shares 4,928 Est. Cost $41.17 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value $215K Shares 838 Est. Cost $249.31 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value $213K Shares 1,019 Est. Cost $280.97 Unrealized -19.9%
NEU NEWMARKET CORP 0.1%
Value $212K Shares 309 Est. Cost $765.22 Unrealized -0.6%
AOS SMITH A O CORP 0.1%
Value $212K Shares 3,167 Est. Cost $67.45 Unrealized 0.0%
TW TRADEWEB MKTS INC 0.1%
Value $211K Shares 1,961 Est. Cost $107.35 Unrealized 0.0%
BPOP POPULAR INC 0.1%
Value $210K Shares 1,686 Est. Cost $118.24 Unrealized -0.5%
MCK MCKESSON CORP 0.1%
Value $208K Shares 254 Est. Cost $815.57 Unrealized 0.0%
TTC TORO CO 0.1%
Value $200K Shares 2,546 Est. Cost $76.67 Unrealized -3.6%
HST HOST HOTELS & RESORTS INC 0.1%
Value $198K Shares 11,187 Est. Cost $16.09 Unrealized +5.2%
VFC V F CORP 0.1%
Value $195K Shares 10,811 Est. Cost $16.21 Unrealized 0.0%
LBTYA LIBERTY GLOBAL LTD 0.0%
Value $133K Shares 11,930 Est. Cost $11.01 Unrealized +0.5%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $122K Shares 24,469 Est. Cost $5.06 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value $48,963 Shares 13,162 Est. Cost $3.99 Unrealized 0.0%
PLTK PLAYTIKA HLDG CORP 0.0%
Value $47,728 Shares 12,083 Est. Cost $3.91 Unrealized 0.0%
AGL AGILON HEALTH INC 0.0%
Value $20,852 Shares 30,278 Est. Cost $0.78 Unrealized 0.0%