Stiles Financial Services Inc Diversified Active

CIK: 0001904832 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value ($000): $186,190 (100.0% shares, 0.0% debt)

Holdings (182)

AAPL APPLE INC 5.1%
Value ($000) $9,574 Shares 58,058 Est. Cost $154.71 Unrealized -6.0%
NVDA NVIDIA CORPORATION COM 3.0%
Value ($000) $5,609 Shares 20,192 Est. Cost $27.46 Unrealized -21.3%
UNH UNITEDHEALTH GROUP INC 2.8%
Value ($000) $5,192 Shares 10,987 Est. Cost $424.10 Unrealized +7.8%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 2.3%
Value ($000) $4,286 Shares 13,881 Est. Cost $287.81 Unrealized +7.1%
AMZN AMAZON.COM INC 2.2%
Value ($000) $4,131 Shares 39,994 Est. Cost $127.31 Unrealized -24.1%
COST COSTCO WHOLESALE CORP COM USD0.01 2.2%
Value ($000) $4,123 Shares 8,297 Est. Cost $488.24 Unrealized -3.5%
MSFT MICROSOFT CORP 2.1%
Value ($000) $3,841 Shares 13,324 Est. Cost $307.75 Unrealized -18.9%
TGT TARGET CORP 1.8%
Value ($000) $3,352 Shares 20,235 Est. Cost $205.55 Unrealized -27.7%
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $3,288 Shares 22,112 Est. Cost $134.30 Unrealized -0.8%
V VISA INC 1.8%
Value ($000) $3,259 Shares 14,456 Est. Cost $207.68 Unrealized +4.9%
GOOGL ALPHABET INC CAP STK CL A 1.7%
Value ($000) $3,135 Shares 30,220 Est. Cost $111.00 Unrealized -14.2%
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 1.6%
Value ($000) $3,042 Shares 19,114 Est. Cost $110.79 Unrealized
XEL XCEL ENERGY INC COM USD2.5 1.6%
Value ($000) $3,023 Shares 44,819 Est. Cost $56.96 Unrealized +7.0%
AMD ADVANCED MICRO DEVICES INC 1.6%
Value ($000) $2,936 Shares 29,958 Est. Cost $132.19 Unrealized -38.4%
FDS FACTSET RESEARCH SYSTEMS INC 1.6%
Value ($000) $2,927 Shares 7,052 Est. Cost $430.35 Unrealized -6.0%
JNJ JOHNSON &JOHNSON COM USD1.00 1.5%
Value ($000) $2,735 Shares 17,644 Est. Cost $145.71 Unrealized +1.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.4%
Value ($000) $2,644 Shares 27,003 Est. Cost $79.86 Unrealized +15.6%
NEE NEXTERA ENERGY INC COM USD0.01 1.3%
Value ($000) $2,501 Shares 32,444 Est. Cost $76.69 Unrealized -7.9%
ACN ACCENTURE PLC 1.3%
Value ($000) $2,433 Shares 8,511 Est. Cost $334.45 Unrealized -21.9%
TXN TEXAS INSTRUMENTS INC COM USD1.00 1.3%
Value ($000) $2,428 Shares 13,054 Est. Cost $165.08 Unrealized -2.3%
PFE PFIZER INC 1.2%
Value ($000) $2,194 Shares 53,767 Est. Cost $40.35 Unrealized -9.4%
QCOM QUALCOMM INC 1.1%
Value ($000) $2,082 Shares 16,322 Est. Cost $134.09 Unrealized -13.2%
ABT ABBOTT LABORATORIES 1.1%
Value ($000) $2,072 Shares 20,461 Est. Cost $116.71 Unrealized -14.3%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $1,954 Shares 18,788 Est. Cost $95.84 Unrealized 0.0%
HD HOME DEPOT INC 1.0%
Value ($000) $1,953 Shares 6,618 Est. Cost $338.92 Unrealized -16.0%
OMC OMNICOM GROUP INC COM USD0.15 1.0%
Value ($000) $1,935 Shares 20,516 Est. Cost $64.13 Unrealized +25.3%
NKE NIKE INC CLASS B COM NPV 1.0%
Value ($000) $1,929 Shares 15,725 Est. Cost $150.45 Unrealized -22.4%
TJX TJX COMPANIES INC 1.0%
Value ($000) $1,859 Shares 23,718 Est. Cost $64.62 Unrealized +17.1%
USB US BANCORP 1.0%
Value ($000) $1,849 Shares 51,303 Est. Cost $48.26 Unrealized -20.0%
AMT AMERICAN TOWER CORP NEW COM 1.0%
Value ($000) $1,840 Shares 9,003 Est. Cost $232.71 Unrealized -18.5%
INTU INTUIT INC 0.9%
Value ($000) $1,715 Shares 3,846 Est. Cost $595.50 Unrealized -32.3%
FAST FASTENAL COM STK USD0.01 0.9%
Value ($000) $1,660 Shares 30,769 Est. Cost $26.51 Unrealized -9.9%
CME CME GROUP INC COM 0.9%
Value ($000) $1,633 Shares 8,526 Est. Cost $183.04 Unrealized -11.5%
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.9%
Value ($000) $1,600 Shares 17,648 Est. Cost $110.34 Unrealized
KO COCA-COLA CO 0.8%
Value ($000) $1,560 Shares 25,147 Est. Cost $49.73 Unrealized +11.4%
ABBV ABBVIE INC COM USD0.01 0.8%
Value ($000) $1,541 Shares 9,670 Est. Cost $113.05 Unrealized +22.2%
SNPS SYNOPSYS INC 0.8%
Value ($000) $1,515 Shares 3,923 Est. Cost $336.47 Unrealized +6.2%
ENPH ENPHASE ENERGY INC COM USD0.00001 0.8%
Value ($000) $1,507 Shares 7,165 Est. Cost $215.73 Unrealized +0.4%
GLW CORNING INC 0.8%
Value ($000) $1,485 Shares 42,090 Est. Cost $33.34 Unrealized -3.7%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $1,472 Shares 28,156 Est. Cost $47.87 Unrealized -6.3%
ACTIVISION BLIZZARD INC COM 0.7%
Value ($000) $1,341 Shares 15,669 Est. Cost $66.70 Unrealized
STLD STEEL DYNAMICS INC 0.7%
Value ($000) $1,333 Shares 11,789 Est. Cost $95.05 Unrealized +17.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.7%
Value ($000) $1,332 Shares 4,149 Est. Cost $386.34 Unrealized
MRK MERCK &CO. INC COM 0.7%
Value ($000) $1,328 Shares 12,479 Est. Cost $77.05 Unrealized +28.1%
TSLA TESLA INC COM 0.7%
Value ($000) $1,325 Shares 6,386 Est. Cost $299.64 Unrealized -41.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.7%
Value ($000) $1,308 Shares 3,395 Est. Cost $584.06 Unrealized -39.1%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $1,288 Shares 5,040 Est. Cost $344.06 Unrealized -28.4%
MCD MCDONALD S CORP 0.7%
Value ($000) $1,242 Shares 4,442 Est. Cost $229.49 Unrealized +9.2%
UPS UNITED PARCEL SERVICE INC CL B 0.7%
Value ($000) $1,232 Shares 6,352 Est. Cost $168.12 Unrealized -5.9%
MDT MEDTRONIC PLC 0.7%
Value ($000) $1,227 Shares 15,220 Est. Cost $98.89 Unrealized -24.6%
GIS GENERAL MILLS INC COM USD0.10 0.6%
Value ($000) $1,161 Shares 13,588 Est. Cost $55.76 Unrealized +29.0%
LLY ELI LILLY AND CO 0.6%
Value ($000) $1,144 Shares 3,331 Est. Cost $245.41 Unrealized +34.4%
WM WASTE MANAGEMENT INC 0.6%
Value ($000) $1,142 Shares 6,999 Est. Cost $150.72 Unrealized -2.9%
REGN REGENERON PHARMACEUTICALS INC 0.6%
Value ($000) $1,130 Shares 1,375 Est. Cost $738.35 Unrealized +1.6%
LAM RESEARCH CORP COM USD0.001 0.6%
Value ($000) $1,124 Shares 2,121 Est. Cost $455.04 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.6%
Value ($000) $1,118 Shares 11,588 Est. Cost $86.84 Unrealized +1.5%
LIVENT CORP COM 0.6%
Value ($000) $1,095 Shares 50,405 Est. Cost $24.35 Unrealized
PSA PUBLIC STORAGE COM USD0.10 0.6%
Value ($000) $1,062 Shares 3,514 Est. Cost $275.80 Unrealized -5.5%
BX BLACKSTONE INC 0.5%
Value ($000) $1,006 Shares 11,457 Est. Cost $79.29 Unrealized +2.4%
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2023 CB 0.5%
Value ($000) $1,006 Shares 47,716 Est. Cost $21.08 Unrealized
STX SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49 0.5%
Value ($000) $979 Shares 14,801 Est. Cost $84.35 Unrealized -30.9%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $954 Shares 2,626 Est. Cost $338.56 Unrealized +5.6%
GNRC GENERAC HLDGS INC COM USD0.01 0.5%
Value ($000) $897 Shares 8,304 Est. Cost $146.61 Unrealized -21.1%
ALB ALBEMARLE CORP COM USD0.01 0.5%
Value ($000) $890 Shares 4,024 Est. Cost $235.21 Unrealized +0.2%
HDB HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 0.5%
Value ($000) $856 Shares 12,839 Est. Cost $65.12 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $856 Shares 6,566 Est. Cost $135.32 Unrealized -5.3%
DVY ISHARES SELECT DIVIDEND ETF 0.5%
Value ($000) $853 Shares 7,282 Est. Cost $85.04 Unrealized
SBUX STARBUCKS CORP COM USD0.001 0.5%
Value ($000) $849 Shares 8,149 Est. Cost $100.55 Unrealized -3.5%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $824 Shares 13,649 Est. Cost $72.87 Unrealized -20.7%
INTC INTEL CORP COM USD0.001 0.4%
Value ($000) $816 Shares 24,968 Est. Cost $39.95 Unrealized -31.1%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $797 Shares 7,955 Est. Cost $156.96 Unrealized -37.2%
SYK STRYKER CORPORATION COM 0.4%
Value ($000) $791 Shares 2,772 Est. Cost $249.23 Unrealized +3.4%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.4%
Value ($000) $777 Shares 3,490 Est. Cost $206.39 Unrealized +2.5%
LULU LULULEMON ATHLETICA INC COM USD0.005 0.4%
Value ($000) $763 Shares 2,096 Est. Cost $417.36 Unrealized -24.9%
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB 0.4%
Value ($000) $758 Shares 36,837 Est. Cost $20.73 Unrealized
SHW SHERWIN-WILLIAMS CO 0.4%
Value ($000) $752 Shares 3,344 Est. Cost $290.74 Unrealized -23.3%
DE DEERE & CO 0.4%
Value ($000) $738 Shares 1,789 Est. Cost $330.06 Unrealized +20.3%
HRL HORMEL FOODS CORP 0.4%
Value ($000) $717 Shares 17,972 Est. Cost $38.69 Unrealized +1.0%
ROK ROCKWELL AUTOMATION INC COM USD1 0.4%
Value ($000) $709 Shares 2,416 Est. Cost $304.32 Unrealized -11.1%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $694 Shares 4,251 Est. Cost $96.10 Unrealized +54.5%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $686 Shares 2,999 Est. Cost $186.93 Unrealized +23.4%
JKHY HENRY JACK &ASSOCIATES INC COM USD0.01 0.4%
Value ($000) $686 Shares 4,549 Est. Cost $156.19 Unrealized +2.8%
KLAC KLA CORP COM NEW 0.4%
Value ($000) $685 Shares 1,716 Est. Cost $359.13 Unrealized +6.7%
CMI CUMMINS INC 0.4%
Value ($000) $653 Shares 2,733 Est. Cost $203.34 Unrealized +12.1%
CRM SALESFORCE INC COM 0.3%
Value ($000) $646 Shares 3,236 Est. Cost $271.58 Unrealized -38.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $646 Shares 16,614 Est. Cost $40.54 Unrealized -19.3%
SNA SNAP-ON INC 0.3%
Value ($000) $622 Shares 2,521 Est. Cost $191.50 Unrealized +18.2%
ETSY ETSY INC COM 0.3%
Value ($000) $609 Shares 5,473 Est. Cost $234.36 Unrealized -47.1%
VMWARE INC 0.3%
Value ($000) $593 Shares 4,749 Est. Cost $114.30 Unrealized
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.3%
Value ($000) $585 Shares 3,512 Est. Cost $156.21 Unrealized +2.0%
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $582 Shares 9,558 Est. Cost $87.59 Unrealized -39.2%
WELL WELLTOWER INC COM 0.3%
Value ($000) $559 Shares 7,797 Est. Cost $74.95 Unrealized -9.6%
ELV ELEVANCE HEALTH INC COM 0.3%
Value ($000) $551 Shares 1,199 Est. Cost $397.15 Unrealized +14.6%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $549 Shares 6,640 Est. Cost $112.92 Unrealized -30.4%
PEP PEPSICO INC 0.3%
Value ($000) $549 Shares 3,010 Est. Cost $144.96 Unrealized +9.5%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.3%
Value ($000) $546 Shares 3,934 Est. Cost $121.60 Unrealized +2.9%
AZO AUTOZONE INC COM USD0.01 0.3%
Value ($000) $516 Shares 210 Est. Cost $1919.45 Unrealized +27.1%
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.3%
Value ($000) $511 Shares 3,075 Est. Cost $154.61 Unrealized +4.6%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.3%
Value ($000) $496 Shares 2,514 Est. Cost $163.41 Unrealized +4.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.3%
Value ($000) $474 Shares 21,557 Est. Cost $27.38 Unrealized -24.2%
WAT WATERS CORP 0.3%
Value ($000) $472 Shares 1,523 Est. Cost $347.45 Unrealized -6.9%
MED MEDIFAST INC 0.3%
Value ($000) $468 Shares 4,511 Est. Cost $180.22 Unrealized -41.8%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.2%
Value ($000) $465 Shares 2,711 Est. Cost $144.72 Unrealized +18.9%
NOW SERVICENOW INC COM USD0.001 0.2%
Value ($000) $455 Shares 980 Est. Cost $129.19 Unrealized -32.6%
ZTS ZOETIS INC 0.2%
Value ($000) $453 Shares 2,724 Est. Cost $158.73 Unrealized +0.2%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $445 Shares 8,885 Est. Cost $42.04 Unrealized +12.1%
AVGO BROADCOM INC COM 0.2%
Value ($000) $443 Shares 690 Est. Cost $50.80 Unrealized +13.4%
NOC NORTHROP GRUMMAN CORP COM USD1 0.2%
Value ($000) $437 Shares 947 Est. Cost $385.44 Unrealized +14.7%
DLR DIGITAL REALTY TRUST INC 0.2%
Value ($000) $431 Shares 4,380 Est. Cost $117.95 Unrealized -19.2%
MKC MCCORMICK &COMPANY INC COM NPV 0.2%
Value ($000) $428 Shares 5,140 Est. Cost $80.11 Unrealized -11.2%
LYB LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A 0.2%
Value ($000) $427 Shares 4,550 Est. Cost $69.02 Unrealized +10.5%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $423 Shares 4,263 Est. Cost $68.84 Unrealized +44.5%
LOW LOWES COMPANIES INC COM USD0.50 0.2%
Value ($000) $412 Shares 2,061 Est. Cost $218.55 Unrealized -12.1%
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.2%
Value ($000) $404 Shares 3,951 Est. Cost $117.21 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.2%
Value ($000) $404 Shares 854 Est. Cost $332.76 Unrealized +30.2%
SYY SYSCO CORP 0.2%
Value ($000) $403 Shares 5,219 Est. Cost $68.78 Unrealized +2.8%
ARCC ARES CAPITAL CORP COM 0.2%
Value ($000) $401 Shares 21,964 Est. Cost $13.97 Unrealized +2.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $399 Shares 470 Est. Cost $43.51 Unrealized +25.9%
TWLO TWILIO INC CL A 0.2%
Value ($000) $374 Shares 5,618 Est. Cost $299.07 Unrealized -79.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $371 Shares 5,358 Est. Cost $49.80 Unrealized +23.5%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.2%
Value ($000) $367 Shares 4,976 Est. Cost $54.57 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 0.2%
Value ($000) $367 Shares 1,745 Est. Cost $165.81 Unrealized +14.1%
CHD CHURCH &DWIGHT CO INC COM 0.2%
Value ($000) $358 Shares 4,052 Est. Cost $84.99 Unrealized -5.1%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.2%
Value ($000) $358 Shares 1,873 Est. Cost $182.86 Unrealized -3.4%
CG CARLYLE GROUP INC COM 0.2%
Value ($000) $347 Shares 11,173 Est. Cost $25.98 Unrealized +15.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $345 Shares 1,759 Est. Cost $205.35 Unrealized -6.4%
EQIX EQUINIX INC COM 0.2%
Value ($000) $336 Shares 466 Est. Cost $738.08 Unrealized -10.3%
NFLX NETFLIX INC 0.2%
Value ($000) $336 Shares 972 Est. Cost $57.92 Unrealized -42.9%
NRG NRG ENERGY INC 0.2%
Value ($000) $335 Shares 9,765 Est. Cost $36.44 Unrealized -15.3%
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.2%
Value ($000) $332 Shares 883 Est. Cost $376.07 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.2%
Value ($000) $328 Shares 3,388 Est. Cost $96.71 Unrealized
O REALTY INCOME CORP COM 0.2%
Value ($000) $327 Shares 5,169 Est. Cost $55.39 Unrealized -0.4%
CLX CLOROX CO COM USD1.00 0.2%
Value ($000) $322 Shares 2,034 Est. Cost $144.61 Unrealized -5.8%
SO SOUTHERN CO 0.2%
Value ($000) $318 Shares 4,577 Est. Cost $55.58 Unrealized +9.2%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $315 Shares 8,386 Est. Cost $26.97 Unrealized +18.4%
OMCL OMNICELL COM COM 0.2%
Value ($000) $314 Shares 5,360 Est. Cost $172.09 Unrealized -68.0%
CPRT COPART INC COM USD0.0001 0.2%
Value ($000) $312 Shares 4,150 Est. Cost $30.00 Unrealized +13.3%
VICI VICI PPTYS INC COM 0.2%
Value ($000) $310 Shares 9,513 Est. Cost $24.28 Unrealized +15.7%
RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 0.2%
Value ($000) $309 Shares 3,231 Est. Cost $106.36 Unrealized -6.8%
UTHR UNITED THERAPEUTICS CORP 0.2%
Value ($000) $309 Shares 1,378 Est. Cost $199.77 Unrealized +23.4%
MGM MGM RESORTS INTERNATIONAL COM USD0.01 0.2%
Value ($000) $307 Shares 6,912 Est. Cost $32.51 Unrealized +27.8%
DCI DONALDSON COMPANY INC 0.2%
Value ($000) $302 Shares 4,624 Est. Cost $54.79 Unrealized +9.4%
LIN LINDE PLC COM EUR0.001 0.2%
Value ($000) $300 Shares 843 Est. Cost $322.30 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.2%
Value ($000) $285 Shares 3,837 Est. Cost $87.49 Unrealized -14.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $281 Shares 2,563 Est. Cost $67.89 Unrealized +47.6%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $278 Shares 2,227 Est. Cost $100.19 Unrealized +11.7%
ROKU ROKU INC COM CL A 0.1%
Value ($000) $277 Shares 4,214 Est. Cost $58.53 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $272 Shares 2,961 Est. Cost $86.65 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $270 Shares 2,666 Est. Cost $64.72 Unrealized +41.6%
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $270 Shares 1,183 Est. Cost $155.01 Unrealized +23.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $269 Shares 2,280 Est. Cost $81.21 Unrealized +24.4%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $265 Shares 1,717 Est. Cost $348.46 Unrealized -57.9%
MS MORGAN STANLEY COM USD0.01 0.1%
Value ($000) $263 Shares 2,997 Est. Cost $82.75 Unrealized +2.5%
TXT TEXTRON INC 0.1%
Value ($000) $260 Shares 3,683 Est. Cost $73.92 Unrealized -3.8%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $249 Shares 4,445 Est. Cost $62.13 Unrealized -18.6%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $248 Shares 2,216 Est. Cost $93.48 Unrealized +9.0%
NTRS NORTHERN TRUST CORP COM USD1.666 0.1%
Value ($000) $248 Shares 2,810 Est. Cost $84.16 Unrealized 0.0%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $246 Shares 2,699 Est. Cost $91.06 Unrealized
GGG GRACO INC 0.1%
Value ($000) $243 Shares 3,331 Est. Cost $66.84 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.1%
Value ($000) $237 Shares 2,277 Est. Cost $95.87 Unrealized +4.6%
PWR QUANTA SERVICES COM USD0.00001 0.1%
Value ($000) $227 Shares 1,361 Est. Cost $153.11 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $226 Shares 8,738 Est. Cost $25.77 Unrealized
ED CONSOLIDATED EDISON INC COM USD0.10 0.1%
Value ($000) $224 Shares 2,338 Est. Cost $81.67 Unrealized +3.8%
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.1%
Value ($000) $223 Shares 1,231 Est. Cost $178.32 Unrealized
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.1%
Value ($000) $223 Shares 4,974 Est. Cost $37.98 Unrealized -5.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $218 Shares 2,150 Est. Cost $104.06 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $215 Shares 2,368 Est. Cost $72.48 Unrealized +13.2%
GSK GSK PLC SPON ADS EACH REP 2 ORD SHS 0.1%
Value ($000) $213 Shares 5,993 Est. Cost $35.14 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $211 Shares 3,305 Est. Cost $63.90 Unrealized
AFL AFLAC INC COM USD0.10 0.1%
Value ($000) $210 Shares 3,256 Est. Cost $62.49 Unrealized +2.8%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $207 Shares 2,933 Est. Cost $59.21 Unrealized 0.0%
VEEV VEEVA SYSTEMS INC 0.1%
Value ($000) $205 Shares 1,113 Est. Cost $170.59 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $204 Shares 5,567 Est. Cost $36.67 Unrealized 0.0%
NEO NEOGENOMICS INC 0.1%
Value ($000) $180 Shares 10,314 Est. Cost $39.16 Unrealized -63.6%
ASX ASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHS 0.1%
Value ($000) $148 Shares 18,512 Est. Cost $7.80 Unrealized
SHARPLINK GAMING LTD COM ILS0.03 0.1%
Value ($000) $145 Shares 381,551 Est. Cost $0.31 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM USD0.01 0.1%
Value ($000) $144 Shares 12,507 Est. Cost $13.58 Unrealized
HIMX HIMAX TECHNOLOGIES ADR REP 2 ORD 0.1%
Value ($000) $124 Shares 15,309 Est. Cost $14.22 Unrealized
MFA MFA FINL INC COM 0.1%
Value ($000) $108 Shares 10,917 Est. Cost $10.65 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $84 Shares 22,650 Est. Cost $3.69 Unrealized
CHIMERA INVESTMENT CORP 0.0%
Value ($000) $80 Shares 14,097 Est. Cost $14.56 Unrealized
JMIA JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $74 Shares 22,613 Est. Cost $10.95 Unrealized