Washington Trust Advisors, Inc. Diversified Active

CIK: 0001900099 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 6, 2025

Total Value ($000): $1,196,050 (100.0% shares, 0.0% debt)

Holdings (646)

AAPL Apple 6.5%
Value ($000) $77,935 Shares 311,218 Est. Cost $154.71 Unrealized +51.6%
PWR Quanta Services 5.0%
Value ($000) $60,355 Shares 190,966 Est. Cost $114.53 Unrealized +180.5%
AMZN Amazon 4.1%
Value ($000) $49,023 Shares 223,450 Est. Cost $127.47 Unrealized +60.5%
META Meta Platforms 4.0%
Value ($000) $47,832 Shares 81,693 Est. Cost $329.69 Unrealized +77.4%
PANW Palo Alto Networks 3.9%
Value ($000) $46,354 Shares 254,749 Est. Cost $136.24 Unrealized +38.7%
V Visa 3.8%
Value ($000) $45,747 Shares 144,750 Est. Cost $208.13 Unrealized +43.3%
GOOG Alphabet Cl C 3.7%
Value ($000) $44,012 Shares 231,109 Est. Cost $112.49 Unrealized +56.2%
BKNG Booking Holdings 3.4%
Value ($000) $40,903 Shares 8,233 Est. Cost $2329.46 Unrealized +104.5%
BRK/B Berkshire Hathaway B 3.1%
Value ($000) $37,582 Shares 82,911 Est. Cost $460.55 Unrealized +0.3%
GOOGL Alphabet Cl A 2.9%
Value ($000) $34,477 Shares 182,130 Est. Cost $107.54 Unrealized +61.9%
DE Deere & Co 2.5%
Value ($000) $29,452 Shares 69,512 Est. Cost $328.58 Unrealized +26.0%
RMD ResMed 2.5%
Value ($000) $29,429 Shares 128,683 Est. Cost $245.94 Unrealized -3.1%
IQV IQVIA Holdings 2.2%
Value ($000) $26,806 Shares 136,409 Est. Cost $259.51 Unrealized -18.7%
NVDA NVIDIA 2.1%
Value ($000) $25,215 Shares 187,763 Est. Cost $91.99 Unrealized +49.8%
J Jacobs Solutions 1.9%
Value ($000) $22,506 Shares 168,433 Est. Cost $100.68 Unrealized +35.3%
BDX Becton Dickinson 1.8%
Value ($000) $21,924 Shares 96,635 Est. Cost $223.48 Unrealized +0.8%
REGN Regeneron Pharmaceuticals 1.7%
Value ($000) $20,864 Shares 29,290 Est. Cost $611.44 Unrealized +36.5%
APD Air Products 1.7%
Value ($000) $19,779 Shares 68,193 Est. Cost $262.44 Unrealized +15.8%
PEP PepsiCo 1.6%
Value ($000) $19,451 Shares 127,919 Est. Cost $143.45 Unrealized +9.1%
ZBRA Zebra Tech 1.6%
Value ($000) $19,328 Shares 50,045 Est. Cost $560.49 Unrealized -30.9%
UBER Uber Technologies 1.6%
Value ($000) $19,200 Shares 318,296 Est. Cost $41.25 Unrealized +73.1%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 1.6%
Value ($000) $18,569 Shares 784,183 Est. Cost $35.34 Unrealized
SBUX Starbucks 1.5%
Value ($000) $17,562 Shares 192,459 Est. Cost $101.14 Unrealized -7.1%
DIS Walt Disney Company 1.4%
Value ($000) $16,415 Shares 147,421 Est. Cost $156.80 Unrealized -34.0%
VOO Vanguard S&P 500 Index Fd ETF 1.1%
Value ($000) $12,642 Shares 23,462 Est. Cost $442.25 Unrealized
PYPL PayPal 1.0%
Value ($000) $12,449 Shares 145,856 Est. Cost $197.38 Unrealized -57.5%
UPS United Parcel Service 1.0%
Value ($000) $12,413 Shares 98,435 Est. Cost $168.57 Unrealized -27.4%
BEPC Brookfield Renewable Corp 1.0%
Value ($000) $11,687 Shares 422,526 Est. Cost $29.14 Unrealized 0.0%
MSFT Microsoft 0.9%
Value ($000) $11,267 Shares 26,730 Est. Cost $323.27 Unrealized +30.6%
AMT American Tower 0.9%
Value ($000) $10,253 Shares 55,900 Est. Cost $239.48 Unrealized -17.2%
ISRG Intuitive Surgical 0.8%
Value ($000) $10,067 Shares 19,287 Est. Cost $319.74 Unrealized +62.9%
ECL Ecolab 0.8%
Value ($000) $10,053 Shares 42,904 Est. Cost $198.23 Unrealized +23.9%
NKE Nike 0.8%
Value ($000) $9,764 Shares 129,031 Est. Cost $150.35 Unrealized -49.1%
VEEV Veeva Systems 0.8%
Value ($000) $9,633 Shares 45,818 Est. Cost $265.58 Unrealized -17.2%
XOM Exxon Mobil 0.8%
Value ($000) $9,289 Shares 86,350 Est. Cost $53.90 Unrealized +108.4%
CHWY Chewy 0.8%
Value ($000) $9,208 Shares 274,960 Est. Cost $30.39 Unrealized +2.4%
VUG Vanguard Growth ETF 0.8%
Value ($000) $9,009 Shares 21,951 Est. Cost $294.96 Unrealized
SNOW Snowflake 0.7%
Value ($000) $8,904 Shares 57,662 Est. Cost $181.35 Unrealized -22.4%
INVH Invitation Homes 0.7%
Value ($000) $8,673 Shares 271,271 Est. Cost $36.05 Unrealized -11.6%
EW Edwards Lifesciences 0.7%
Value ($000) $8,396 Shares 113,410 Est. Cost $96.28 Unrealized -27.3%
SPY SPDR Tr (S&P 500) 0.7%
Value ($000) $8,352 Shares 14,251 Est. Cost $476.09 Unrealized
SPHR Sphere Entertainment 0.7%
Value ($000) $7,874 Shares 195,287 Est. Cost $31.89 Unrealized +31.2%
JPM JP Morgan Chase 0.6%
Value ($000) $7,628 Shares 31,821 Est. Cost $147.98 Unrealized +54.1%
WMT WalMart 0.6%
Value ($000) $7,552 Shares 83,588 Est. Cost $52.40 Unrealized +63.7%
ARE Alexandria Real Estate Equities 0.6%
Value ($000) $7,224 Shares 74,055 Est. Cost $106.09 Unrealized -4.2%
XYL Xylem 0.6%
Value ($000) $6,940 Shares 59,815 Est. Cost $123.63 Unrealized +0.9%
JNJ Johnson & Johnson 0.6%
Value ($000) $6,864 Shares 47,465 Est. Cost $145.09 Unrealized +3.1%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.5%
Value ($000) $6,330 Shares 190,601 Est. Cost $32.05 Unrealized
KMI Kinder Morgan 0.5%
Value ($000) $6,091 Shares 222,289 Est. Cost $13.20 Unrealized +88.5%
VTV Vanguard Value Index 0.5%
Value ($000) $5,441 Shares 32,139 Est. Cost $146.41 Unrealized
PEN Penumbra 0.4%
Value ($000) $4,927 Shares 20,749 Est. Cost $209.79 Unrealized +8.4%
IBM IBM 0.4%
Value ($000) $4,845 Shares 22,038 Est. Cost $108.06 Unrealized +100.2%
HYG iShares IBOXX High Yield Bond Index 0.4%
Value ($000) $4,464 Shares 56,758 Est. Cost $84.54 Unrealized
ADP Automatic Data 0.3%
Value ($000) $3,907 Shares 13,346 Est. Cost $208.54 Unrealized +38.1%
VTI Vanguard Total Stock VIPERS 0.3%
Value ($000) $3,783 Shares 13,054 Est. Cost $241.75 Unrealized
DEO Diageo PLC 0.3%
Value ($000) $3,634 Shares 28,583 Est. Cost $219.47 Unrealized
MTN Vail Resorts 0.3%
Value ($000) $3,535 Shares 18,857 Est. Cost $336.40 Unrealized -46.8%
BRK/A Berkshire Hathaway A 0.3%
Value ($000) $3,405 Shares 5 Est. Cost $692527.00 Unrealized 0.0%
KO Coca Cola 0.3%
Value ($000) $3,374 Shares 54,188 Est. Cost $49.18 Unrealized +28.3%
ABT Abbott Labs 0.3%
Value ($000) $3,282 Shares 29,020 Est. Cost $118.58 Unrealized -4.4%
CSCO Cisco Systems 0.3%
Value ($000) $3,228 Shares 54,530 Est. Cost $50.47 Unrealized +9.7%
PG Proctor & Gamble 0.3%
Value ($000) $3,159 Shares 18,840 Est. Cost $134.13 Unrealized +23.6%
ABBV AbbVie 0.3%
Value ($000) $3,051 Shares 17,167 Est. Cost $105.86 Unrealized +67.6%
GMED Globus Medical 0.3%
Value ($000) $3,033 Shares 36,674 Est. Cost $72.48 Unrealized +8.8%
HD Home Depot 0.2%
Value ($000) $2,775 Shares 7,133 Est. Cost $343.29 Unrealized +15.7%
VEA Vanguard FTSE Dev Markets 0.2%
Value ($000) $2,739 Shares 57,269 Est. Cost $46.16 Unrealized
SCHP Schwab US TIPS ETF 0.2%
Value ($000) $2,727 Shares 105,566 Est. Cost $45.09 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,493 Shares 10,377 Est. Cost $223.37 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,431 Shares 15,028 Est. Cost $149.43 Unrealized
TMO Thermo Fisher Scientific 0.2%
Value ($000) $2,283 Shares 4,388 Est. Cost $563.34 Unrealized -2.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.2%
Value ($000) $2,277 Shares 45,418 Est. Cost $54.91 Unrealized
EVR Evercore Partners 0.2%
Value ($000) $2,008 Shares 7,245 Est. Cost $134.77 Unrealized +107.3%
LOW Lowe's 0.2%
Value ($000) $1,949 Shares 7,899 Est. Cost $218.52 Unrealized +19.7%
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $1,935 Shares 26,903 Est. Cost $79.87 Unrealized
AXP American Express 0.2%
Value ($000) $1,843 Shares 6,211 Est. Cost $161.55 Unrealized +75.5%
EFA iShares MSCI EAFE 0.1%
Value ($000) $1,713 Shares 22,660 Est. Cost $73.70 Unrealized
IWF iShares Russell Growth 0.1%
Value ($000) $1,708 Shares 4,254 Est. Cost $296.06 Unrealized
AMTM Amentum Holdings 0.1%
Value ($000) $1,687 Shares 80,240 Est. Cost $28.49 Unrealized -9.3%
ETN Eaton 0.1%
Value ($000) $1,675 Shares 5,048 Est. Cost $297.45 Unrealized +16.7%
BLK BlackRock 0.1%
Value ($000) $1,669 Shares 1,628 Est. Cost $991.05 Unrealized 0.0%
VCSH Vanguard Short Term Corp Bond Index 0.1%
Value ($000) $1,666 Shares 21,361 Est. Cost $81.15 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $1,654 Shares 6,520 Est. Cost $245.38 Unrealized
DOCU DocuSign 0.1%
Value ($000) $1,566 Shares 17,409 Est. Cost $145.46 Unrealized -45.1%
FDX FedEx 0.1%
Value ($000) $1,538 Shares 5,466 Est. Cost $218.09 Unrealized +24.6%
CSW CSW Industrials 0.1%
Value ($000) $1,482 Shares 4,200 Est. Cost $173.38 Unrealized +123.2%
TSLA Tesla 0.1%
Value ($000) $1,415 Shares 3,503 Est. Cost $266.72 Unrealized +20.6%
GE GE Aerospace 0.1%
Value ($000) $1,395 Shares 8,364 Est. Cost $63.01 Unrealized +181.1%
IVV iShares S&P 500 0.1%
Value ($000) $1,382 Shares 2,348 Est. Cost $470.22 Unrealized
ICLR ICON plc 0.1%
Value ($000) $1,291 Shares 6,158 Est. Cost $279.80 Unrealized -16.5%
PFE Pfizer 0.1%
Value ($000) $1,277 Shares 48,144 Est. Cost $39.07 Unrealized -35.7%
BN Brookfield Corp 0.1%
Value ($000) $1,239 Shares 21,558 Est. Cost $22.12 Unrealized +69.1%
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $1,224 Shares 17,415 Est. Cost $73.25 Unrealized
MCD McDonald's 0.1%
Value ($000) $1,214 Shares 4,188 Est. Cost $230.08 Unrealized +26.1%
MCO Moody's 0.1%
Value ($000) $1,209 Shares 2,555 Est. Cost $372.33 Unrealized +27.1%
RTX Raytheon Technologies 0.1%
Value ($000) $1,188 Shares 10,270 Est. Cost $79.37 Unrealized +49.0%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.1%
Value ($000) $1,163 Shares 28,727 Est. Cost $37.37 Unrealized
UNP Union Pacific 0.1%
Value ($000) $1,072 Shares 4,700 Est. Cost $214.95 Unrealized +7.1%
IJH iShares Core S&P Mid Cap 0.1%
Value ($000) $1,044 Shares 16,755 Est. Cost $100.54 Unrealized
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $1,031 Shares 24,647 Est. Cost $48.85 Unrealized
CVX ChevronTexaco 0.1%
Value ($000) $1,030 Shares 7,109 Est. Cost $96.10 Unrealized +51.4%
APTV Aptiv plc 0.1%
Value ($000) $1,027 Shares 16,981 Est. Cost $61.22 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,026 Shares 3,662 Est. Cost $221.08 Unrealized
CAT Caterpillar 0.1%
Value ($000) $989 Shares 2,726 Est. Cost $191.28 Unrealized +99.6%
EMR Emerson Electric 0.1%
Value ($000) $966 Shares 7,797 Est. Cost $86.51 Unrealized +37.6%
LLY Lilly 0.1%
Value ($000) $867 Shares 1,124 Est. Cost $310.04 Unrealized +164.9%
MRK Merck 0.1%
Value ($000) $861 Shares 8,659 Est. Cost $69.89 Unrealized +41.2%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.1%
Value ($000) $848 Shares 28,550 Est. Cost $42.13 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $819 Shares 869 Est. Cost $738.03 Unrealized +21.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $810 Shares 4,374 Est. Cost $173.65 Unrealized
PPG PPG 0.1%
Value ($000) $761 Shares 6,367 Est. Cost $145.74 Unrealized -16.6%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $752 Shares 7,112 Est. Cost $128.42 Unrealized -14.2%
GEV GE Vernova 0.1%
Value ($000) $734 Shares 2,231 Est. Cost $158.10 Unrealized +97.3%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value ($000) $721 Shares 6,260 Est. Cost $95.13 Unrealized
IJR iShares S&P Small Cap 600 0.1%
Value ($000) $704 Shares 6,107 Est. Cost $106.36 Unrealized
COST Costco Companies 0.1%
Value ($000) $695 Shares 758 Est. Cost $517.04 Unrealized +78.4%
ILMN Illumina 0.1%
Value ($000) $663 Shares 4,963 Est. Cost $360.01 Unrealized -60.4%
VWO Vanguard Emerging Markets 0.1%
Value ($000) $662 Shares 15,033 Est. Cost $43.31 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $641 Shares 23,476 Est. Cost $39.24 Unrealized
PM Philip Morris Int'l 0.1%
Value ($000) $639 Shares 5,310 Est. Cost $76.31 Unrealized +58.0%
IEMG iShares Core MSCI Emerging Markets 0.1%
Value ($000) $630 Shares 12,065 Est. Cost $58.03 Unrealized
NBTB NBT Bancorp 0.1%
Value ($000) $623 Shares 13,050 Est. Cost $37.32 Unrealized +27.5%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.1%
Value ($000) $616 Shares 4,997 Est. Cost $163.62 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $591 Shares 14,316 Est. Cost $41.89 Unrealized
SLB Schlumberger 0.0%
Value ($000) $574 Shares 14,975 Est. Cost $31.02 Unrealized +30.6%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $551 Shares 2,619 Est. Cost $168.54 Unrealized
ITT ITT 0.0%
Value ($000) $529 Shares 3,703 Est. Cost $97.81 Unrealized +53.1%
NEE NextEra Energy 0.0%
Value ($000) $505 Shares 7,038 Est. Cost $69.75 Unrealized +7.6%
DFAC DFA Tax Advantaged US Core Equity 2 0.0%
Value ($000) $503 Shares 14,546 Est. Cost $28.94 Unrealized
UNH UnitedHealth Group 0.0%
Value ($000) $491 Shares 971 Est. Cost $446.54 Unrealized +23.8%
WFC Wells Fargo 0.0%
Value ($000) $491 Shares 6,987 Est. Cost $43.08 Unrealized +54.8%
EFX Equifax 0.0%
Value ($000) $479 Shares 1,878 Est. Cost $270.17 Unrealized -1.7%
AVGO Broadcom 0.0%
Value ($000) $472 Shares 2,034 Est. Cost $150.24 Unrealized +21.7%
SDY SPDR S&P Dividend ETF IV 0.0%
Value ($000) $456 Shares 3,455 Est. Cost $126.57 Unrealized
NFLX Netflix 0.0%
Value ($000) $453 Shares 508 Est. Cost $62.69 Unrealized +31.3%
FELE Franklin Electric 0.0%
Value ($000) $448 Shares 4,600 Est. Cost $94.15 Unrealized +8.9%
ORCL Oracle 0.0%
Value ($000) $435 Shares 2,610 Est. Cost $100.72 Unrealized +74.6%
GS Goldman Sachs 0.0%
Value ($000) $415 Shares 725 Est. Cost $356.48 Unrealized +52.8%
TXN Texas Instruments 0.0%
Value ($000) $397 Shares 2,116 Est. Cost $171.72 Unrealized +12.5%
GWRE Guidewire Software 0.0%
Value ($000) $396 Shares 2,350 Est. Cost $117.23 Unrealized +59.3%
HON Honeywell Int'l 0.0%
Value ($000) $394 Shares 1,745 Est. Cost $184.20 Unrealized +10.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $393 Shares 21,228 Est. Cost $23.32 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $389 Shares 1,963 Est. Cost $179.59 Unrealized
T AT&T 0.0%
Value ($000) $389 Shares 17,068 Est. Cost $14.78 Unrealized +45.5%
CARR Carrier Global 0.0%
Value ($000) $381 Shares 5,579 Est. Cost $50.95 Unrealized +46.0%
VZ Verizon 0.0%
Value ($000) $381 Shares 9,516 Est. Cost $39.16 Unrealized +0.6%
BMY Bristol Myers-Squibb 0.0%
Value ($000) $379 Shares 6,700 Est. Cost $49.92 Unrealized +5.3%
QCOM Qualcomm 0.0%
Value ($000) $378 Shares 2,461 Est. Cost $140.72 Unrealized +13.4%
INGR Ingredion 0.0%
Value ($000) $374 Shares 2,720 Est. Cost $100.54 Unrealized +40.0%
AMGN Amgen 0.0%
Value ($000) $366 Shares 1,405 Est. Cost $202.38 Unrealized +41.3%
RGA Reinsurance Group 0.0%
Value ($000) $364 Shares 1,705 Est. Cost $111.10 Unrealized +96.3%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $357 Shares 3,182 Est. Cost $101.23 Unrealized
AROW Arrow Financial 0.0%
Value ($000) $353 Shares 12,310 Est. Cost $28.67 Unrealized +1.0%
MO Altria 0.0%
Value ($000) $342 Shares 6,543 Est. Cost $32.80 Unrealized +48.9%
BR Broadridge Financial Solutions 0.0%
Value ($000) $336 Shares 1,486 Est. Cost $163.68 Unrealized +34.3%
MTUM iShares MSCI USA Momentum Factor 0.0%
Value ($000) $331 Shares 1,600 Est. Cost $181.67 Unrealized
DFUS DFA Tax Managed US Equity 0.0%
Value ($000) $324 Shares 5,087 Est. Cost $51.70 Unrealized
TT Trane Technologies 0.0%
Value ($000) $322 Shares 872 Est. Cost $196.83 Unrealized +99.9%
BIP Brookfield Infrastructure Partners LP 0.0%
Value ($000) $321 Shares 10,083 Est. Cost $38.27 Unrealized
CP Canadian Pacific Kansas City 0.0%
Value ($000) $316 Shares 4,370 Est. Cost $77.51 Unrealized -1.4%
GLD SPDR Gold Trust 0.0%
Value ($000) $315 Shares 1,299 Est. Cost $219.37 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $310 Shares 739 Est. Cost $383.93 Unrealized +14.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $299 Shares 236 Est. Cost $916.39 Unrealized +34.2%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $296 Shares 6,148 Est. Cost $38.32 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $294 Shares 5,433 Est. Cost $49.86 Unrealized
MDLZ Mondelez 0.0%
Value ($000) $283 Shares 4,730 Est. Cost $57.41 Unrealized +10.8%
CRM Salesforce 0.0%
Value ($000) $282 Shares 844 Est. Cost $248.74 Unrealized +27.3%
VO Vanguard Mid Cap Index Fund ETF 0.0%
Value ($000) $276 Shares 1,044 Est. Cost $221.22 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $275 Shares 10,337 Est. Cost $22.55 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $275 Shares 4,224 Est. Cost $56.92 Unrealized
DUK Duke Energy 0.0%
Value ($000) $270 Shares 2,505 Est. Cost $86.27 Unrealized +26.1%
DFUV DFA Tax-Managed US Marketwide Value 0.0%
Value ($000) $265 Shares 6,468 Est. Cost $31.54 Unrealized
BA Boeing 0.0%
Value ($000) $264 Shares 1,490 Est. Cost $208.38 Unrealized -24.7%
SU Suncor 0.0%
Value ($000) $263 Shares 7,361 Est. Cost $20.65 Unrealized +80.9%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $254 Shares 8,694 Est. Cost $29.52 Unrealized
Unilever PLC 0.0%
Value ($000) $253 Shares 4,459 Est. Cost $53.66 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $252 Shares 4,798 Est. Cost $50.73 Unrealized +4.5%
MTX Minerals Tech 0.0%
Value ($000) $251 Shares 3,300 Est. Cost $56.83 Unrealized +37.2%
ALL Allstate 0.0%
Value ($000) $249 Shares 1,293 Est. Cost $109.21 Unrealized +73.8%
BAM Brookfield Asset Management 0.0%
Value ($000) $244 Shares 4,495 Est. Cost $31.05 Unrealized +67.8%
AMP Ameriprise 0.0%
Value ($000) $243 Shares 457 Est. Cost $292.06 Unrealized +80.2%
SCHR Schwab Interm Gov't ETF 0.0%
Value ($000) $243 Shares 10,000 Est. Cost $38.92 Unrealized
MTB M & T Bank 0.0%
Value ($000) $242 Shares 1,288 Est. Cost $145.74 Unrealized +31.8%
ALGN Align Technology 0.0%
Value ($000) $239 Shares 1,145 Est. Cost $296.36 Unrealized -24.6%
LNT Alliant Energy 0.0%
Value ($000) $229 Shares 3,866 Est. Cost $48.25 Unrealized +21.0%
MSCI MSCI INC COM 0.0%
Value ($000) $222 Shares 370 Est. Cost $552.45 Unrealized +7.1%
WM Waste Management 0.0%
Value ($000) $222 Shares 1,098 Est. Cost $150.67 Unrealized +40.1%
MMM 3M Company 0.0%
Value ($000) $221 Shares 1,710 Est. Cost $127.29 Unrealized +0.9%
CTSH Cognizant Tech 0.0%
Value ($000) $220 Shares 2,865 Est. Cost $74.99 Unrealized +2.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $219 Shares 1,724 Est. Cost $119.99 Unrealized
NRT North European Royalty Trust 0.0%
Value ($000) $216 Shares 53,432 Est. Cost $10.00 Unrealized
BAC Bank of America 0.0%
Value ($000) $216 Shares 4,907 Est. Cost $41.02 Unrealized +4.4%
OTIS Otis Worldwide 0.0%
Value ($000) $213 Shares 2,300 Est. Cost $78.43 Unrealized +25.3%
NI Nisource 0.0%
Value ($000) $209 Shares 5,688 Est. Cost $22.75 Unrealized +53.1%
IVW iShares S&P 500/Barra Growth 0.0%
Value ($000) $209 Shares 2,057 Est. Cost $83.87 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $208 Shares 773 Est. Cost $221.22 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value ($000) $208 Shares 4,430 Est. Cost $47.00 Unrealized
PAYX Paychex 0.0%
Value ($000) $206 Shares 1,470 Est. Cost $109.87 Unrealized +25.0%
BK Bank of New York 0.0%
Value ($000) $200 Shares 2,604 Est. Cost $50.65 Unrealized +49.1%
ACN Accenture 0.0%
Value ($000) $199 Shares 565 Est. Cost $330.00 Unrealized +7.5%
FISV FISERV INC COM 0.0%
Value ($000) $196 Shares 952 Est. Cost $178.39 Unrealized +14.4%
INTC Intel 0.0%
Value ($000) $191 Shares 9,547 Est. Cost $47.29 Unrealized -52.3%
SHEL Shell Adr 0.0%
Value ($000) $190 Shares 3,028 Est. Cost $55.00 Unrealized
CMCSA Comcast Cl A 0.0%
Value ($000) $188 Shares 5,002 Est. Cost $45.70 Unrealized -12.5%
C Citigroup 0.0%
Value ($000) $185 Shares 2,625 Est. Cost $57.02 Unrealized +14.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $182 Shares 692 Est. Cost $281.95 Unrealized 0.0%
MA Mastercard 0.0%
Value ($000) $182 Shares 345 Est. Cost $386.68 Unrealized +33.1%
USB U.S. Bancorp 0.0%
Value ($000) $179 Shares 3,746 Est. Cost $46.61 Unrealized +0.1%
QYLD Global X NASDAQ 100 Cov Call 0.0%
Value ($000) $174 Shares 9,535 Est. Cost $17.29 Unrealized
RSP Invesco S&P 500 Equal Weight 0.0%
Value ($000) $166 Shares 949 Est. Cost $154.53 Unrealized
XLG Invesco S&P 500 0.0%
Value ($000) $165 Shares 3,300 Est. Cost $67.53 Unrealized
BEP Brookfield Renewable 0.0%
Value ($000) $164 Shares 7,201 Est. Cost $30.88 Unrealized
GEHC GE Healthcare Technologies 0.0%
Value ($000) $160 Shares 2,051 Est. Cost $71.17 Unrealized +19.2%
TXRH Texas Roadhouse 0.0%
Value ($000) $160 Shares 886 Est. Cost $82.60 Unrealized +123.8%
SRE Sempra Energy 0.0%
Value ($000) $160 Shares 1,819 Est. Cost $61.64 Unrealized +36.8%
SYK Stryker 0.0%
Value ($000) $160 Shares 443 Est. Cost $279.72 Unrealized +31.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $152 Shares 925 Est. Cost $165.60 Unrealized
CW Curtiss Wright 0.0%
Value ($000) $149 Shares 420 Est. Cost $130.05 Unrealized +176.3%
DDD 3D Systems 0.0%
Value ($000) $149 Shares 45,445 Est. Cost $21.77 Unrealized -85.4%
ENB Enbridge 0.0%
Value ($000) $147 Shares 3,469 Est. Cost $30.66 Unrealized +27.9%
NEOG Neogen 0.0%
Value ($000) $146 Shares 12,059 Est. Cost $15.99 Unrealized -12.5%
ADBE Adobe Systems 0.0%
Value ($000) $144 Shares 323 Est. Cost $573.06 Unrealized -13.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $143 Shares 1,183 Est. Cost $107.08 Unrealized +34.4%
UDR United Dominion Realty Trust 0.0%
Value ($000) $141 Shares 3,242 Est. Cost $48.00 Unrealized -11.9%
PLTR Palantir Technologies 0.0%
Value ($000) $136 Shares 1,800 Est. Cost $10.46 Unrealized +456.9%
EIX Edison Intl 0.0%
Value ($000) $133 Shares 1,667 Est. Cost $53.06 Unrealized +48.7%
CMI Cummins Inc 0.0%
Value ($000) $133 Shares 381 Est. Cost $287.98 Unrealized +19.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $132 Shares 446 Est. Cost $281.55 Unrealized +4.9%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $131 Shares 1,235 Est. Cost $58.57 Unrealized +66.1%
SMH VanEck Semiconductor ETF 0.0%
Value ($000) $131 Shares 540 Est. Cost $242.17 Unrealized
BX Blackstone Group LP 0.0%
Value ($000) $127 Shares 739 Est. Cost $133.67 Unrealized +26.3%
LRCX Lam Research 0.0%
Value ($000) $127 Shares 1,764 Est. Cost $74.98 Unrealized 0.0%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $127 Shares 2,444 Est. Cost $38.23 Unrealized
XLP Consumer Staples Select SPDR 0.0%
Value ($000) $124 Shares 1,582 Est. Cost $78.61 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $123 Shares 1,352 Est. Cost $70.92 Unrealized +31.2%
SPYX SPDR S&P 500 Fossil Fues Res ETF 0.0%
Value ($000) $122 Shares 2,544 Est. Cost $61.47 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $121 Shares 650 Est. Cost $115.91 Unrealized +62.5%
YUM Yum Brands 0.0%
Value ($000) $121 Shares 899 Est. Cost $118.43 Unrealized +11.7%
NTR Nutrien 0.0%
Value ($000) $120 Shares 2,676 Est. Cost $58.29 Unrealized -21.1%
SNA Snap On 0.0%
Value ($000) $119 Shares 350 Est. Cost $253.68 Unrealized +29.1%
ELV Elevance Health 0.0%
Value ($000) $119 Shares 322 Est. Cost $409.75 Unrealized -0.1%
NSC Norfolk Southern 0.0%
Value ($000) $117 Shares 500 Est. Cost $255.22 Unrealized -2.7%
MRSH Marsh & McLennan 0.0%
Value ($000) $117 Shares 550 Est. Cost $156.47 Unrealized +39.2%
AWK American Water Works 0.0%
Value ($000) $117 Shares 938 Est. Cost $160.41 Unrealized -18.1%
ED Consol Edison 0.0%
Value ($000) $116 Shares 1,300 Est. Cost $68.08 Unrealized +39.2%
USMV IShares Edge MSCI Min VOL USA ETF 0.0%
Value ($000) $115 Shares 1,300 Est. Cost $80.77 Unrealized
DTE DTE Energy 0.0%
Value ($000) $115 Shares 955 Est. Cost $100.13 Unrealized +18.3%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $115 Shares 587 Est. Cost $194.33 Unrealized +5.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $114 Shares 402 Est. Cost $288.06 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $113 Shares 898 Est. Cost $87.80 Unrealized +36.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $111 Shares 680 Est. Cost $152.51 Unrealized
KMB Kimberly-Clark 0.0%
Value ($000) $109 Shares 835 Est. Cost $117.47 Unrealized +10.8%
CSWC Capital Southwest 0.0%
Value ($000) $109 Shares 5,000 Est. Cost $15.93 Unrealized +26.1%
D Dominion Resources 0.0%
Value ($000) $108 Shares 2,000 Est. Cost $62.13 Unrealized -13.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $106 Shares 237 Est. Cost $210.92 Unrealized +103.0%
WTW Willis Towers Watson 0.0%
Value ($000) $105 Shares 336 Est. Cost $222.44 Unrealized +36.0%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $104 Shares 4,080 Est. Cost $25.56 Unrealized
INTU Intuit 0.0%
Value ($000) $103 Shares 164 Est. Cost $589.30 Unrealized +7.7%
DLN WisdomTree US Large Cap Dividend 0.0%
Value ($000) $103 Shares 1,325 Est. Cost $65.95 Unrealized
SHW Sherwin Williams 0.0%
Value ($000) $100 Shares 293 Est. Cost $298.14 Unrealized +24.0%
JEF Jefferies Finl 0.0%
Value ($000) $97 Shares 1,232 Est. Cost $33.34 Unrealized +107.9%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $96 Shares 239 Est. Cost $202.55 Unrealized +128.9%
MUB iShares Nat'l Muni Bond ETF 0.0%
Value ($000) $96 Shares 900 Est. Cost $116.67 Unrealized
VHT Vanguard Health Care Index ETF 0.0%
Value ($000) $95 Shares 376 Est. Cost $255.63 Unrealized
CEF Central Fund Of Canada Ltd 0.0%
Value ($000) $95 Shares 4,000 Est. Cost $19.17 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $93 Shares 930 Est. Cost $99.98 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $92 Shares 712 Est. Cost $122.36 Unrealized
XLY Consumer Discretionary Select SPDR 0.0%
Value ($000) $92 Shares 408 Est. Cost $222.91 Unrealized
EPD Enterprise Products 0.0%
Value ($000) $91 Shares 2,900 Est. Cost $24.51 Unrealized
NOW Servicenow 0.0%
Value ($000) $91 Shares 86 Est. Cost $104.44 Unrealized +94.0%
WY Weyerhaeuser 0.0%
Value ($000) $90 Shares 3,200 Est. Cost $31.98 Unrealized -5.9%
QQQ Invesco QQQ ETF 0.0%
Value ($000) $89 Shares 175 Est. Cost $396.88 Unrealized
CSX CSX 0.0%
Value ($000) $89 Shares 2,760 Est. Cost $32.20 Unrealized +4.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $88 Shares 2,177 Est. Cost $62.12 Unrealized
KAI Kadant Inc 0.0%
Value ($000) $85 Shares 246 Est. Cost $360.74 Unrealized 0.0%
XLV Health Care Select SPDR 0.0%
Value ($000) $85 Shares 615 Est. Cost $136.27 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $84 Shares 327 Est. Cost $231.90 Unrealized +10.2%
TRV Travelers 0.0%
Value ($000) $83 Shares 344 Est. Cost $144.51 Unrealized +69.4%
KKR KKR & CO INC COM 0.0%
Value ($000) $81 Shares 546 Est. Cost $73.76 Unrealized +97.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $80 Shares 903 Est. Cost $114.53 Unrealized
DFAX DFA Tax Adv World ex US Core Eq 0.0%
Value ($000) $80 Shares 3,207 Est. Cost $26.19 Unrealized
DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 0.0%
Value ($000) $80 Shares 1,312 Est. Cost $66.06 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $79 Shares 1,302 Est. Cost $60.56 Unrealized -0.5%
DD DuPont 0.0%
Value ($000) $77 Shares 1,005 Est. Cost $29.33 Unrealized +15.4%
IJS iShares S&P Small Cap 600/Barra Value 0.0%
Value ($000) $75 Shares 694 Est. Cost $105.19 Unrealized
FVD First Trust Value Dividend Index ETF 0.0%
Value ($000) $75 Shares 1,725 Est. Cost $43.16 Unrealized
DOV Dover 0.0%
Value ($000) $75 Shares 400 Est. Cost $159.70 Unrealized +20.9%
PEG Public Service Enterprise 0.0%
Value ($000) $75 Shares 887 Est. Cost $56.18 Unrealized +51.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $75 Shares 63 Est. Cost $65.46 Unrealized +23.2%
FCX Freeport-McMoran 0.0%
Value ($000) $74 Shares 1,945 Est. Cost $35.00 Unrealized +25.8%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $74 Shares 827 Est. Cost $52.26 Unrealized +68.5%
IWR iShares Russell Midcap Index 0.0%
Value ($000) $73 Shares 823 Est. Cost $82.41 Unrealized
MDY MidCap SPDR Trust 0.0%
Value ($000) $71 Shares 125 Est. Cost $474.78 Unrealized
Eaton Vance Enhanced Equity Income Fund II 0.0%
Value ($000) $71 Shares 2,965 Est. Cost $23.95 Unrealized
XEL Xcel Energies 0.0%
Value ($000) $70 Shares 1,030 Est. Cost $56.85 Unrealized +13.3%
COP ConocoPhillips 0.0%
Value ($000) $69 Shares 697 Est. Cost $97.31 Unrealized +5.1%
L Lowes 0.0%
Value ($000) $68 Shares 800 Est. Cost $61.86 Unrealized +32.8%
XYZ BLOCK INC CL A 0.0%
Value ($000) $68 Shares 795 Est. Cost $117.24 Unrealized -30.0%
PNC PNC Financial Services Group 0.0%
Value ($000) $68 Shares 350 Est. Cost $123.38 Unrealized +53.4%
ES Eversource Energy 0.0%
Value ($000) $67 Shares 1,171 Est. Cost $72.49 Unrealized -18.8%
ILCG IShares Mrnstar Large Cap Grwth ETF 0.0%
Value ($000) $67 Shares 750 Est. Cost $72.00 Unrealized
VTIP Vanguard Short Inflation Protected ETF 0.0%
Value ($000) $66 Shares 1,368 Est. Cost $49.69 Unrealized
MAIN Main Street Capital Corp 0.0%
Value ($000) $66 Shares 1,129 Est. Cost $43.97 Unrealized +21.2%
PHO PowerShares Water Resources 0.0%
Value ($000) $64 Shares 980 Est. Cost $61.11 Unrealized
IR Ingersoll Rand 0.0%
Value ($000) $64 Shares 705 Est. Cost $56.66 Unrealized +75.5%
MGEE MGE Energy 0.0%
Value ($000) $63 Shares 670 Est. Cost $70.14 Unrealized +34.4%
EXPD Expeditors Int'l 0.0%
Value ($000) $60 Shares 545 Est. Cost $116.09 Unrealized +1.1%
GILD Gilead Sciences 0.0%
Value ($000) $60 Shares 650 Est. Cost $59.66 Unrealized +45.8%
URTH iShares MSCI EFT World 0.0%
Value ($000) $58 Shares 374 Est. Cost $134.36 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $57 Shares 536 Est. Cost $106.55 Unrealized
VYM Vanguard Hi Div Yield Index ETF 0.0%
Value ($000) $57 Shares 447 Est. Cost $112.99 Unrealized
ICE Intercontinental Exchange 0.0%
Value ($000) $57 Shares 382 Est. Cost $127.31 Unrealized +22.7%
NCLH Norwegian Cruise Lines 0.0%
Value ($000) $57 Shares 2,200 Est. Cost $17.45 Unrealized +44.9%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $54 Shares 208 Est. Cost $236.36 Unrealized +12.9%
AOA iShares Core Aggressive ETF 0.0%
Value ($000) $53 Shares 691 Est. Cost $73.46 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $52 Shares 26 Est. Cost $1292.47 Unrealized +65.3%
EBAY EBAY INC. COM 0.0%
Value ($000) $52 Shares 839 Est. Cost $49.42 Unrealized +26.3%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $51 Shares 232 Est. Cost $114.31 Unrealized +95.4%
DOW Dow Chemical 0.0%
Value ($000) $51 Shares 1,276 Est. Cost $45.04 Unrealized -4.7%
QUAL iShares MSCI USA Quality Factor ETF 0.0%
Value ($000) $51 Shares 286 Est. Cost $178.08 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $50 Shares 217 Est. Cost $175.12 Unrealized
FFIV F5 Networks 0.0%
Value ($000) $50 Shares 200 Est. Cost $163.14 Unrealized +46.5%
WMB Williams Cos 0.0%
Value ($000) $50 Shares 920 Est. Cost $23.25 Unrealized +122.5%
GATX GATX 0.0%
Value ($000) $50 Shares 321 Est. Cost $92.50 Unrealized +58.2%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $49 Shares 200 Est. Cost $140.82 Unrealized +73.4%
GSK Glaxo Smithkline 0.0%
Value ($000) $49 Shares 1,456 Est. Cost $36.25 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $48 Shares 100 Est. Cost $428.63 Unrealized +22.0%
IMO Imperial Oil 0.0%
Value ($000) $48 Shares 780 Est. Cost $30.95 Unrealized +127.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $48 Shares 217 Est. Cost $188.82 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $48 Shares 600 Est. Cost $84.87 Unrealized -1.2%
RYN Rayonier 0.0%
Value ($000) $48 Shares 1,829 Est. Cost $40.27 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $48 Shares 828 Est. Cost $61.26 Unrealized
TFC Truist Financial 0.0%
Value ($000) $47 Shares 1,094 Est. Cost $49.71 Unrealized -14.9%
ALRM Alarm.Com 0.0%
Value ($000) $47 Shares 776 Est. Cost $81.58 Unrealized -27.0%
FRPT Freshpet 0.0%
Value ($000) $47 Shares 318 Est. Cost $73.46 Unrealized +98.4%
VXF Vanguard Extended Market 0.0%
Value ($000) $47 Shares 245 Est. Cost $158.35 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $46 Shares 704 Est. Cost $37.57 Unrealized +42.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $45 Shares 246 Est. Cost $155.96 Unrealized +11.2%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $45 Shares 518 Est. Cost $99.67 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $44 Shares 578 Est. Cost $70.04 Unrealized +5.6%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $44 Shares 91 Est. Cost $431.08 Unrealized +8.8%
GHC Graham Holdings 0.0%
Value ($000) $44 Shares 50 Est. Cost $565.37 Unrealized +53.3%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $43 Shares 519 Est. Cost $58.34 Unrealized +32.1%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $43 Shares 259 Est. Cost $59.43 Unrealized +162.5%
SWKS Skyworks Solutions 0.0%
Value ($000) $42 Shares 473 Est. Cost $142.00 Unrealized -38.9%
CNQ Canadian Natural Resources 0.0%
Value ($000) $42 Shares 1,357 Est. Cost $30.31 Unrealized +7.1%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $41 Shares 345 Est. Cost $116.47 Unrealized
HLN Hilton Hotels 8 0.0%
Value ($000) $40 Shares 4,147 Est. Cost $8.13 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.0%
Value ($000) $38 Shares 763 Est. Cost $50.37 Unrealized
CPB Campbell Soup 0.0%
Value ($000) $38 Shares 900 Est. Cost $36.19 Unrealized +19.5%
BIPC Brookfield Infra Partners Cl A 0.0%
Value ($000) $37 Shares 934 Est. Cost $40.13 Unrealized 0.0%
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $37 Shares 759 Est. Cost $48.33 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $36 Shares 273 Est. Cost $131.76 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $35 Shares 427 Est. Cost $60.50 Unrealized +33.3%
DHR Danaher 0.0%
Value ($000) $34 Shares 150 Est. Cost $258.78 Unrealized -5.7%
LMT Lockheed Martin 0.0%
Value ($000) $34 Shares 70 Est. Cost $322.32 Unrealized +63.6%
NVS Novartis 0.0%
Value ($000) $34 Shares 346 Est. Cost $96.96 Unrealized
ADI Analog Devices 0.0%
Value ($000) $33 Shares 155 Est. Cost $199.52 Unrealized +8.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $33 Shares 614 Est. Cost $45.15 Unrealized +14.6%
FLEX FLEX LTD ORD 0.0%
Value ($000) $33 Shares 848 Est. Cost $14.72 Unrealized +151.5%
CTVA Corteva 0.0%
Value ($000) $33 Shares 571 Est. Cost $43.54 Unrealized +34.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $32 Shares 426 Est. Cost $68.83 Unrealized
GIS General Mills 0.0%
Value ($000) $32 Shares 500 Est. Cost $60.93 Unrealized +5.2%
FAST Fastenal 0.0%
Value ($000) $32 Shares 440 Est. Cost $26.67 Unrealized +43.1%
KLAC KLA Tencor 0.0%
Value ($000) $32 Shares 50 Est. Cost $369.50 Unrealized +81.1%
TGT Target 0.0%
Value ($000) $31 Shares 233 Est. Cost $171.46 Unrealized -20.3%
TOTL SPDR Doubleline Total Return TTCL ETF 0.0%
Value ($000) $31 Shares 795 Est. Cost $47.24 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $31 Shares 55 Est. Cost $214.77 Unrealized +159.5%
ZTS Zoetis 0.0%
Value ($000) $31 Shares 191 Est. Cost $207.01 Unrealized -14.8%
IWV iShares Russell 3000 Index 0.0%
Value ($000) $31 Shares 93 Est. Cost $279.57 Unrealized
AGG Ishares Core Us Aggregate Bond Etf 0.0%
Value ($000) $30 Shares 314 Est. Cost $104.08 Unrealized
EPAM EPAM Systems 0.0%
Value ($000) $29 Shares 125 Est. Cost $643.63 Unrealized -65.4%
ESS Essex Property Trust 0.0%
Value ($000) $29 Shares 101 Est. Cost $291.56 Unrealized -3.2%
HWM Howmet Aerospace 0.0%
Value ($000) $29 Shares 262 Est. Cost $109.18 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $29 Shares 387 Est. Cost $62.29 Unrealized +18.5%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $29 Shares 200 Est. Cost $146.90 Unrealized -0.1%
SOLV Solventum 0.0%
Value ($000) $28 Shares 427 Est. Cost $60.70 Unrealized +15.3%
BKR Baker Hughes 0.0%
Value ($000) $28 Shares 687 Est. Cost $27.22 Unrealized +44.8%
LEN LENNAR CORP CL A 0.0%
Value ($000) $28 Shares 205 Est. Cost $95.80 Unrealized +66.7%
AXSM Axsome Therapeutics 0.0%
Value ($000) $28 Shares 330 Est. Cost $66.86 Unrealized +37.5%
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $28 Shares 125 Est. Cost $248.34 Unrealized -6.9%
AMAT Applied Materials 0.0%
Value ($000) $27 Shares 168 Est. Cost $211.43 Unrealized -15.3%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $27 Shares 114 Est. Cost $260.36 Unrealized +1.0%
HAS Hasbro 0.0%
Value ($000) $26 Shares 458 Est. Cost $79.15 Unrealized -21.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $26 Shares 880 Est. Cost $27.65 Unrealized +13.7%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $25 Shares 231 Est. Cost $67.30 Unrealized +37.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $25 Shares 128 Est. Cost $176.85 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $24 Shares 286 Est. Cost $115.58 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $24 Shares 305 Est. Cost $69.42 Unrealized +14.2%
CRWD CrowdStrike 0.0%
Value ($000) $24 Shares 69 Est. Cost $228.55 Unrealized +45.5%
RCL Royal Caribbean Cruises 0.0%
Value ($000) $23 Shares 100 Est. Cost $86.61 Unrealized +151.9%
CME CME Group 0.0%
Value ($000) $23 Shares 99 Est. Cost $194.99 Unrealized +12.7%
VGLT Vanguard Long Term Gov't Bond ETF 0.0%
Value ($000) $23 Shares 414 Est. Cost $57.68 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $23 Shares 92 Est. Cost $131.71 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $22 Shares 88 Est. Cost $209.04 Unrealized +27.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $22 Shares 965 Est. Cost $26.79 Unrealized
EOG EOG Resources 0.0%
Value ($000) $22 Shares 179 Est. Cost $90.96 Unrealized +35.6%
WBS Webster Financial 0.0%
Value ($000) $21 Shares 386 Est. Cost $56.30 Unrealized -2.4%
AON AON PLC SHS CL A 0.0%
Value ($000) $21 Shares 59 Est. Cost $294.37 Unrealized +24.1%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $21 Shares 328 Est. Cost $65.48 Unrealized +5.2%
TJX TJX Cos. 0.0%
Value ($000) $21 Shares 170 Est. Cost $71.32 Unrealized +65.1%
Nuveen Preferred & Income Opportunities Fund 0.0%
Value ($000) $20 Shares 2,600 Est. Cost $7.86 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $20 Shares 206 Est. Cost $95.98 Unrealized +9.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $20 Shares 48 Est. Cost $343.78 Unrealized +30.5%
CVS CVS Caremark 0.0%
Value ($000) $20 Shares 440 Est. Cost $71.71 Unrealized -25.2%
TSM Taiwan Semiconductor 0.0%
Value ($000) $20 Shares 100 Est. Cost $115.05 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $20 Shares 114 Est. Cost $103.89 Unrealized +59.4%
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $20 Shares 169 Est. Cost $169.47 Unrealized
Cohen & Steers Quality Income Realty Fund 0.0%
Value ($000) $20 Shares 1,600 Est. Cost $12.24 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $20 Shares 85 Est. Cost $109.70 Unrealized +86.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 171 Est. Cost $53.18 Unrealized +127.8%
ALDX Aldeyra Therapeutics 0.0%
Value ($000) $19 Shares 3,800 Est. Cost $3.09 Unrealized +66.3%
STWD Starwood Property Trust 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $23.99 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $19 Shares 38 Est. Cost $394.06 Unrealized +27.7%
ODFL Old Dominion Freight Lines 0.0%
Value ($000) $19 Shares 105 Est. Cost $199.81 Unrealized +1.1%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $18 Shares 242 Est. Cost $25.06 Unrealized +183.5%
SCCO Southern Copper 0.0%
Value ($000) $18 Shares 200 Est. Cost $67.36 Unrealized +45.6%
CABO Cable One 0.0%
Value ($000) $18 Shares 50 Est. Cost $1654.24 Unrealized -77.7%
Discover Financial 0.0%
Value ($000) $17 Shares 100 Est. Cost $120.94 Unrealized
AMX America Movil Sa De Cv 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $21.05 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $17 Shares 222 Est. Cost $74.44 Unrealized +12.4%
ACA ARCOSA INC COM 0.0%
Value ($000) $17 Shares 174 Est. Cost $55.98 Unrealized +79.1%
AEP American Elec Pwr 0.0%
Value ($000) $17 Shares 180 Est. Cost $78.60 Unrealized +18.5%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $17 Shares 252 Est. Cost $79.93 Unrealized -16.2%
SO Southern 0.0%
Value ($000) $16 Shares 200 Est. Cost $56.27 Unrealized +50.2%
GLW Corning 0.0%
Value ($000) $16 Shares 345 Est. Cost $33.34 Unrealized +39.0%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $16 Shares 92 Est. Cost $97.86 Unrealized +77.2%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $16 Shares 505 Est. Cost $18.95 Unrealized +63.5%
ARWR Arrowhead Pharmaceuticals 0.0%
Value ($000) $15 Shares 820 Est. Cost $26.56 Unrealized -22.4%
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $15 Shares 114 Est. Cost $87.33 Unrealized +52.7%
Flaherty & Crumrine Preferred Securities Income Fund 0.0%
Value ($000) $15 Shares 970 Est. Cost $15.53 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $15 Shares 324 Est. Cost $31.75 Unrealized +28.1%
BEEP Mobile Infrastructure Corp 0.0%
Value ($000) $15 Shares 3,281 Est. Cost $3.38 Unrealized 0.0%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $15 Shares 230 Est. Cost $63.89 Unrealized
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $15 Shares 173 Est. Cost $45.51 Unrealized +85.4%
Eaton Vance Tax Adv Global Income 0.0%
Value ($000) $15 Shares 800 Est. Cost $18.23 Unrealized
LNG Cheniere Energy 0.0%
Value ($000) $14 Shares 67 Est. Cost $159.21 Unrealized +27.5%
SITM SITIME CORP COM 0.0%
Value ($000) $14 Shares 67 Est. Cost $181.87 Unrealized +12.0%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $14 Shares 86 Est. Cost $86.29 Unrealized +111.7%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $14 Shares 147 Est. Cost $42.85 Unrealized +97.3%
TKO TKO Group 0.0%
Value ($000) $14 Shares 100 Est. Cost $95.25 Unrealized +35.4%
BBY BEST BUY INC COM 0.0%
Value ($000) $14 Shares 159 Est. Cost $80.24 Unrealized +7.0%
COTY COTY INC COM CL A 0.0%
Value ($000) $14 Shares 1,948 Est. Cost $8.88 Unrealized -13.5%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $13 Shares 280 Est. Cost $54.86 Unrealized -13.6%
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $13 Shares 152 Est. Cost $39.66 Unrealized +127.2%
ALLE Allegion PLC 0.0%
Value ($000) $13 Shares 101 Est. Cost $123.66 Unrealized +13.2%
AIR AAR CORP COM 0.0%
Value ($000) $13 Shares 213 Est. Cost $45.16 Unrealized +41.9%
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $13 Shares 137 Est. Cost $124.75 Unrealized -41.6%
WELL Welltower 0.0%
Value ($000) $13 Shares 100 Est. Cost $75.03 Unrealized +71.5%
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $12 Shares 53 Est. Cost $148.75 Unrealized +86.2%
O Realty Income 0.0%
Value ($000) $12 Shares 233 Est. Cost $48.64 Unrealized +12.1%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $12 Shares 575 Est. Cost $35.87 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $135.79 Unrealized +25.7%
PAY PAYMENTUS HOLDINGS INC COM CL A 0.0%
Value ($000) $12 Shares 363 Est. Cost $23.44 Unrealized +26.8%
SLV Ishares Silver Trust Index Fund 0.0%
Value ($000) $12 Shares 450 Est. Cost $21.78 Unrealized
HASHICORP INC COM CL A 0.0%
Value ($000) $12 Shares 345 Est. Cost $24.46 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $12 Shares 207 Est. Cost $64.59 Unrealized
GPC Genuine Parts 0.0%
Value ($000) $12 Shares 100 Est. Cost $118.01 Unrealized +1.8%
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $12 Shares 205 Est. Cost $42.88 Unrealized +36.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $11 Shares 313 Est. Cost $31.98 Unrealized +15.4%
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $11 Shares 111 Est. Cost $56.34 Unrealized
RAMP LIVERAMP HLDGS INC COM 0.0%
Value ($000) $11 Shares 371 Est. Cost $40.12 Unrealized -30.3%
LYB Lyondellbasell 0.0%
Value ($000) $11 Shares 151 Est. Cost $79.84 Unrealized -5.2%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $11 Shares 215 Est. Cost $33.40 Unrealized +60.9%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $11 Shares 424 Est. Cost $18.58 Unrealized +37.9%
OKTA OKTA INC CL A 0.0%
Value ($000) $11 Shares 141 Est. Cost $77.52 Unrealized 0.0%
FOUR SHIFT4 PMTS INC CL A 0.0%
Value ($000) $11 Shares 107 Est. Cost $63.55 Unrealized +56.2%
NTAP NETAPP INC COM 0.0%
Value ($000) $11 Shares 94 Est. Cost $108.58 Unrealized +9.7%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $11 Shares 58 Est. Cost $184.24 Unrealized +8.1%
LULU Lululemon Athletica 0.0%
Value ($000) $11 Shares 28 Est. Cost $326.48 Unrealized 0.0%
VTRS Viatris 0.0%
Value ($000) $11 Shares 856 Est. Cost $11.12 Unrealized +4.7%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $10 Shares 93 Est. Cost $46.00 Unrealized +189.9%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $10 Shares 1,079 Est. Cost $5.80 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $10 Shares 45 Est. Cost $191.93 Unrealized +29.4%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $167.45 Unrealized +29.1%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $10 Shares 149 Est. Cost $27.20 Unrealized +164.8%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $109.02 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $10 Shares 119 Est. Cost $74.39 Unrealized
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value ($000) $10 Shares 497 Est. Cost $14.85 Unrealized +24.5%
SLF SunLife Financial 0.0%
Value ($000) $10 Shares 165 Est. Cost $55.28 Unrealized +6.7%
EXR Extra Space Storage 0.0%
Value ($000) $10 Shares 65 Est. Cost $135.47 Unrealized +14.7%
EPI WisdomTree India Earnings ETF 0.0%
Value ($000) $10 Shares 212 Est. Cost $43.56 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $9 Shares 83 Est. Cost $96.15 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $381.12 Unrealized +29.3%
WING WINGSTOP INC COM 0.0%
Value ($000) $9 Shares 33 Est. Cost $168.88 Unrealized +101.3%
WBD Warner Bros. Discovery 0.0%
Value ($000) $9 Shares 879 Est. Cost $17.12 Unrealized -45.7%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $9 Shares 165 Est. Cost $55.79 Unrealized -1.3%
WSC WILLSCOT HLDGS CORP COM CL A 0.0%
Value ($000) $9 Shares 277 Est. Cost $37.52 Unrealized -2.1%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $9 Shares 59 Est. Cost $155.37 Unrealized +8.8%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $9 Shares 194 Est. Cost $51.99 Unrealized -2.1%
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $9 Shares 59 Est. Cost $88.52 Unrealized +66.9%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $9 Shares 93 Est. Cost $59.31 Unrealized +57.1%
CVE Cenovus Energy 0.0%
Value ($000) $9 Shares 588 Est. Cost $15.28 Unrealized +2.5%
VXUS Vanguard Total Int'l Stock ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.30 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 19 Est. Cost $412.99 Unrealized +12.8%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $9 Shares 121 Est. Cost $79.80 Unrealized -5.4%
PAYCOR HCM INC COM 0.0%
Value ($000) $9 Shares 465 Est. Cost $26.26 Unrealized
FPE First Trust Preferred ETF 0.0%
Value ($000) $9 Shares 487 Est. Cost $15.96 Unrealized
AVTR AVANTOR INC COM 0.0%
Value ($000) $9 Shares 408 Est. Cost $25.35 Unrealized -11.3%
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $9 Shares 73 Est. Cost $90.83 Unrealized +34.3%
SMPL SIMPLY GOOD FOODS CO COM 0.0%
Value ($000) $9 Shares 219 Est. Cost $38.18 Unrealized -4.0%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $8 Shares 21 Est. Cost $188.50 Unrealized +112.5%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $8 Shares 25 Est. Cost $69.85 Unrealized +262.2%
CAE CAE INC COM 0.0%
Value ($000) $8 Shares 321 Est. Cost $17.92 Unrealized +17.7%
COUCHBASE INC COM 0.0%
Value ($000) $8 Shares 522 Est. Cost $17.22 Unrealized
PHR PHREESIA INC COM 0.0%
Value ($000) $8 Shares 322 Est. Cost $39.86 Unrealized -46.4%
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 107 Est. Cost $61.37 Unrealized +15.6%
APG API GROUP CORP COM STK 0.0%
Value ($000) $8 Shares 222 Est. Cost $17.51 Unrealized +35.8%
IAU iShares Gold Trust 0.0%
Value ($000) $8 Shares 161 Est. Cost $37.27 Unrealized
HAE HAEMONETICS CORP MASS COM 0.0%
Value ($000) $8 Shares 102 Est. Cost $63.09 Unrealized +27.3%
FLYW FLYWIRE CORPORATION COM VTG 0.0%
Value ($000) $8 Shares 379 Est. Cost $31.36 Unrealized -37.7%
AWR American States Water 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.36 Unrealized -6.3%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $8 Shares 41 Est. Cost $196.39 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $8 Shares 5 Est. Cost $1862.05 Unrealized +4.6%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $8 Shares 136 Est. Cost $56.26 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $8 Shares 90 Est. Cost $80.63 Unrealized +11.4%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $8 Shares 12 Est. Cost $298.25 Unrealized +119.7%
FRSH FRESHWORKS INC CLASS A COM 0.0%
Value ($000) $8 Shares 470 Est. Cost $19.61 Unrealized -27.5%
PPL PPL CORP COM 0.0%
Value ($000) $8 Shares 234 Est. Cost $26.21 Unrealized +21.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 39 Est. Cost $143.19 Unrealized +19.4%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 123 Est. Cost $67.46 Unrealized
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $7 Shares 39 Est. Cost $222.04 Unrealized -12.6%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $7 Shares 111 Est. Cost $35.66 Unrealized +47.4%
SIRI Sirius Xm Radio Inc 0.0%
Value ($000) $7 Shares 315 Est. Cost $31.06 Unrealized -17.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 109 Est. Cost $73.93 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $7 Shares 253 Est. Cost $26.81 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 304 Est. Cost $21.77 Unrealized +7.7%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $64.78 Unrealized +75.5%
NCNO NCINO INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.33 Unrealized +18.8%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $7 Shares 72 Est. Cost $41.26 Unrealized +137.9%
AES AES CORP COM 0.0%
Value ($000) $7 Shares 513 Est. Cost $18.68 Unrealized -25.0%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $214.85 Unrealized +43.3%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $7 Shares 72 Est. Cost $78.03 Unrealized +24.7%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $7 Shares 121 Est. Cost $49.09 Unrealized +11.1%
OXY Occidental Petr 0.0%
Value ($000) $7 Shares 133 Est. Cost $62.02 Unrealized -20.6%
BHVN Biohaven 0.0%
Value ($000) $7 Shares 175 Est. Cost $7.25 Unrealized +543.1%
INTRA-CELLULAR THERAPIES INC COM 0.0%
Value ($000) $7 Shares 78 Est. Cost $64.10 Unrealized
KHC Kraft Heinz 0.0%
Value ($000) $7 Shares 212 Est. Cost $29.67 Unrealized +3.3%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $6 Shares 19 Est. Cost $314.99 Unrealized +11.6%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $6 Shares 277 Est. Cost $12.11 Unrealized +89.0%
CDW CDW CORP COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $190.95 Unrealized 0.0%
MHO M/I HOMES INC COM 0.0%
Value ($000) $6 Shares 48 Est. Cost $59.79 Unrealized +163.2%
ICLN iShares Global Clean Energy 0.0%
Value ($000) $6 Shares 550 Est. Cost $20.02 Unrealized
LBRDK Liberty Broadband Cl C 0.0%
Value ($000) $6 Shares 83 Est. Cost $102.25 Unrealized -23.7%
ALKT ALKAMI TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 168 Est. Cost $25.68 Unrealized +45.4%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $97.99 Unrealized -12.5%
MERUS N V COM 0.0%
Value ($000) $6 Shares 138 Est. Cost $36.90 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $103.32 Unrealized +43.8%
VST Vistra 0.0%
Value ($000) $6 Shares 41 Est. Cost $95.91 Unrealized +43.8%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $183.52 Unrealized -12.2%
Walgreens Boots Alliance 0.0%
Value ($000) $6 Shares 600 Est. Cost $38.96 Unrealized
NNN NNN REIT INC COM 0.0%
Value ($000) $6 Shares 136 Est. Cost $43.68 Unrealized
SPSC SPS COMM INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $192.83 Unrealized -2.7%
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $5 Shares 281 Est. Cost $25.09 Unrealized -21.0%
RBRK RUBRIK INC. CL A 0.0%
Value ($000) $5 Shares 84 Est. Cost $33.13 Unrealized +49.1%
ASH ASHLAND INC COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $90.25 Unrealized -14.2%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $254.83 Unrealized +24.0%
BAP CREDICORP LTD COM 0.0%
Value ($000) $5 Shares 29 Est. Cost $126.80 Unrealized +39.6%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $299.69 Unrealized +17.5%
ATS ATS CORPORATION COM 0.0%
Value ($000) $5 Shares 175 Est. Cost $28.91 Unrealized +5.0%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $5 Shares 47 Est. Cost $55.72 Unrealized +112.8%
LZ LEGALZOOM COM INC COM 0.0%
Value ($000) $5 Shares 702 Est. Cost $13.37 Unrealized -43.7%
ASND ASCENDIS PHARMA A/S SPONSORED ADR 0.0%
Value ($000) $5 Shares 38 Est. Cost $131.58 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $183.17 Unrealized +3.5%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $5 Shares 132 Est. Cost $78.79 Unrealized
SLAB SILICON LABORATORIES INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $153.44 Unrealized -25.2%
STE STERIS PLC SHS USD 0.0%
Value ($000) $5 Shares 24 Est. Cost $209.35 Unrealized +3.9%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $5 Shares 477 Est. Cost $21.97 Unrealized -51.4%
PCVX VAXCYTE INC COM 0.0%
Value ($000) $5 Shares 61 Est. Cost $46.94 Unrealized +111.5%
CCL Carnival Corp 0.0%
Value ($000) $5 Shares 200 Est. Cost $18.03 Unrealized +29.8%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.24 Unrealized +8.0%
SONO SONOS INC COM 0.0%
Value ($000) $5 Shares 328 Est. Cost $22.95 Unrealized -41.4%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $5 Shares 24 Est. Cost $216.60 Unrealized +1.6%
TPH TRI POINTE HOMES INC COM 0.0%
Value ($000) $5 Shares 135 Est. Cost $25.15 Unrealized +65.7%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 484 Est. Cost $14.05 Unrealized -29.7%
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $5 Shares 294 Est. Cost $31.90 Unrealized -51.3%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $5 Shares 8 Est. Cost $537.26 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $5 Shares 89 Est. Cost $51.32 Unrealized 0.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $5 Shares 66 Est. Cost $108.54 Unrealized -32.8%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $5 Shares 112 Est. Cost $41.77 Unrealized +4.6%
ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A 0.0%
Value ($000) $5 Shares 243 Est. Cost $20.75 Unrealized
AVPT AVEPOINT INC COM CL A 0.0%
Value ($000) $5 Shares 284 Est. Cost $6.52 Unrealized +133.1%
APGE APOGEE THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 96 Est. Cost $22.03 Unrealized +131.5%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $89.46 Unrealized +40.7%
DAWN DAY ONE BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 342 Est. Cost $12.10 Unrealized +15.0%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $121.52 Unrealized +15.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $116.80 Unrealized -8.5%
LOAR LOAR HOLDINGS INC COM SHS 0.0%
Value ($000) $4 Shares 56 Est. Cost $66.35 Unrealized +23.5%
GRAL Grail 0.0%
Value ($000) $4 Shares 230 Est. Cost $16.22 Unrealized +0.2%
LBTYK Liberty Global Cl C 0.0%
Value ($000) $4 Shares 308 Est. Cost $9.07 Unrealized +36.2%
AIG American International Group 0.0%
Value ($000) $4 Shares 55 Est. Cost $51.82 Unrealized +41.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $104.81 Unrealized +38.5%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $66.81 Unrealized +22.4%
DKNG DraftKings 0.0%
Value ($000) $4 Shares 97 Est. Cost $37.33 Unrealized +6.3%
INTA INTAPP INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $57.35 Unrealized 0.0%
VOD Vodafone Group ADR 0.0%
Value ($000) $3 Shares 410 Est. Cost $14.63 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $224.52 Unrealized -9.6%
ODD ODDITY TECH LTD SHS CL A 0.0%
Value ($000) $3 Shares 79 Est. Cost $38.83 Unrealized +10.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $71.73 Unrealized
PEB PEBBLEBROOK HOTEL TR COM 0.0%
Value ($000) $3 Shares 223 Est. Cost $22.42 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $351.39 Unrealized +5.0%
DYN DYNE THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $11.47 Unrealized +158.0%
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $165.38 Unrealized
AROC ARCHROCK INC COM 0.0%
Value ($000) $3 Shares 110 Est. Cost $22.21 Unrealized 0.0%
CMRC BIGCOMMERCE HLDGS INC COM SER 1 0.0%
Value ($000) $3 Shares 444 Est. Cost $24.27 Unrealized -74.2%
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $3 Shares 107 Est. Cost $28.04 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $160.48 Unrealized +6.5%
Sunrise Communications AG 0.0%
Value ($000) $3 Shares 61 Est. Cost $43.08 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $34.28 Unrealized +25.2%
TDW Tidewater 0.0%
Value ($000) $3 Shares 47 Est. Cost $11.75 Unrealized +384.4%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $253.86 Unrealized 0.0%
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $50.94 Unrealized -2.6%
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $2 Shares 253 Est. Cost $29.69 Unrealized -61.5%
MAT Mattel 0.0%
Value ($000) $2 Shares 133 Est. Cost $20.98 Unrealized -9.9%
INARI MED INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $86.96 Unrealized
CYTK CYTOKINETICS INC COM NEW 0.0%
Value ($000) $2 Shares 49 Est. Cost $48.13 Unrealized +7.9%
BRIDGE INVT GROUP HLDGS INC COM CL A 0.0%
Value ($000) $2 Shares 270 Est. Cost $25.93 Unrealized
GLSI Greenwich LifeSciences 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.03 Unrealized +33.5%
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $2 Shares 92 Est. Cost $7.23 Unrealized +242.6%
EYPT EYEPOINT PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2 Shares 264 Est. Cost $12.13 Unrealized -23.2%
NYC American Strategic Investment 0.0%
Value ($000) $2 Shares 224 Est. Cost $9.07 Unrealized -3.2%
AEO AMERICAN EAGLE OUTFITTERS INC COM 0.0%
Value ($000) $2 Shares 112 Est. Cost $22.57 Unrealized -19.9%
XPEV XPeng 0.0%
Value ($000) $2 Shares 150 Est. Cost $53.33 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $2 Shares 59 Est. Cost $60.17 Unrealized -59.5%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $2 Shares 34 Est. Cost $35.85 Unrealized +35.1%
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value ($000) $2 Shares 205 Est. Cost $19.64 Unrealized -59.3%
JANX JANUX THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $52.89 Unrealized 0.0%
CGEM CULLINAN THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 127 Est. Cost $15.84 Unrealized -9.2%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $1 Shares 9 Est. Cost $197.54 Unrealized -1.5%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $102.64 Unrealized -56.0%
NRDY NERDY INC CL A COM 0.0%
Value ($000) $1 Shares 913 Est. Cost $7.14 Unrealized -82.6%
MRNA Moderna 0.0%
Value ($000) $1 Shares 35 Est. Cost $292.38 Unrealized -83.7%
SNDX SYNDAX PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 107 Est. Cost $22.30 Unrealized -23.3%
CGON CG ONCOLOGY INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $40.84 Unrealized -16.2%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $1 Shares 745 Est. Cost $2.60 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $92.53 Unrealized +6.1%
LUNG PULMONX CORP COM 0.0%
Value ($000) $1 Shares 167 Est. Cost $28.72 Unrealized -77.1%
GPCR STRUCTURE THERAPEUTICS INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 41 Est. Cost $40.78 Unrealized
KURA KURA ONCOLOGY INC COM 0.0%
Value ($000) $1 Shares 115 Est. Cost $16.20 Unrealized -11.2%
BioXcel Therapeutics 0.0%
Value ($000) $1 Shares 2,572 Est. Cost $8.44 Unrealized
PLRX PLIANT THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $19.13 Unrealized -28.6%
CYRX CRYOPORT INC COM PAR $0.001 0.0%
Value ($000) $1 Shares 70 Est. Cost $69.20 Unrealized -89.2%
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.85 Unrealized
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $0 Shares 16 Est. Cost $28.62 Unrealized
EMBC Embecta 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.42 Unrealized -38.9%
SPCE Virgin Galactic Holdings 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.13 Unrealized -63.3%
OPTT Ocean Power Technologies 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.95 Unrealized -87.1%