Autumn Glory Partners, LLC Diversified Active

CIK: 0001911621 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 22, 2025

Total Value ($000): $213,825 (100.0% shares, 0.0% debt)

Holdings (187)

VOO VANGUARD INDEX FDS 4.9%
Value ($000) $10,455 Shares 18,406 Est. Cost $343.20 Unrealized
MSFT MICROSOFT CORP 4.2%
Value ($000) $8,910 Shares 17,912 Est. Cost $318.83 Unrealized +35.6%
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $7,902 Shares 12,790 Est. Cost $494.69 Unrealized
OKE ONEOK INC NEW 3.1%
Value ($000) $6,616 Shares 81,055 Est. Cost $55.87 Unrealized +44.4%
DGRO ISHARES TR 3.1%
Value ($000) $6,548 Shares 102,409 Est. Cost $52.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $5,150 Shares 10,602 Est. Cost $344.13 Unrealized +47.6%
UNILEVER PLC 1.8%
Value ($000) $3,943 Shares 64,463 Est. Cost $52.53 Unrealized
DIS DISNEY WALT CO 1.8%
Value ($000) $3,927 Shares 31,669 Est. Cost $87.74 Unrealized +17.2%
WMB WILLIAMS COS INC 1.8%
Value ($000) $3,789 Shares 60,320 Est. Cost $28.39 Unrealized +103.2%
GOOGL ALPHABET INC 1.7%
Value ($000) $3,704 Shares 21,019 Est. Cost $125.16 Unrealized +30.5%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $3,641 Shares 23,835 Est. Cost $148.48 Unrealized +1.6%
ORCL ORACLE CORP 1.7%
Value ($000) $3,640 Shares 16,651 Est. Cost $106.35 Unrealized +51.2%
DIA SPDR DOW JONES INDL AVERAGE 1.6%
Value ($000) $3,351 Shares 7,606 Est. Cost $356.56 Unrealized
VTI VANGUARD INDEX FDS 1.5%
Value ($000) $3,234 Shares 10,642 Est. Cost $258.98 Unrealized
MDT MEDTRONIC PLC 1.3%
Value ($000) $2,853 Shares 32,732 Est. Cost $80.15 Unrealized +4.2%
OGE OGE ENERGY CORP 1.3%
Value ($000) $2,835 Shares 63,871 Est. Cost $35.19 Unrealized +26.1%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $2,787 Shares 9,613 Est. Cost $147.30 Unrealized +71.5%
IWD ISHARES TR 1.3%
Value ($000) $2,764 Shares 14,228 Est. Cost $167.95 Unrealized
NVO NOVO-NORDISK A S 1.3%
Value ($000) $2,751 Shares 39,854 Est. Cost $87.65 Unrealized
VTV VANGUARD INDEX FDS 1.3%
Value ($000) $2,727 Shares 15,430 Est. Cost $138.53 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $2,695 Shares 62,277 Est. Cost $36.13 Unrealized +15.7%
IWF ISHARES TR 1.1%
Value ($000) $2,407 Shares 5,668 Est. Cost $304.95 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $2,313 Shares 6,309 Est. Cost $313.61 Unrealized +13.5%
AAPL APPLE INC 1.1%
Value ($000) $2,305 Shares 11,233 Est. Cost $180.70 Unrealized +11.5%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,299 Shares 16,059 Est. Cost $133.09 Unrealized +2.9%
VHT VANGUARD WORLD FD 1.0%
Value ($000) $2,080 Shares 8,375 Est. Cost $208.24 Unrealized
IJR ISHARES TR 1.0%
Value ($000) $2,078 Shares 19,013 Est. Cost $113.14 Unrealized
GHC GRAHAM HLDGS CO 1.0%
Value ($000) $2,054 Shares 2,171 Est. Cost $665.77 Unrealized +40.7%
WTM WHITE MTNS INS GROUP LTD 0.9%
Value ($000) $1,939 Shares 1,080 Est. Cost $1476.33 Unrealized +20.5%
RTX RTX CORPORATION 0.9%
Value ($000) $1,927 Shares 13,194 Est. Cost $87.78 Unrealized +50.1%
V VISA INC 0.9%
Value ($000) $1,834 Shares 5,167 Est. Cost $262.27 Unrealized +32.3%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,833 Shares 11,599 Est. Cost $107.44 Unrealized +17.1%
ASML ASML HOLDING N V 0.8%
Value ($000) $1,761 Shares 2,197 Est. Cost $714.76 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $1,697 Shares 9,142 Est. Cost $141.28 Unrealized +29.3%
VGT VANGUARD WORLD FD 0.8%
Value ($000) $1,686 Shares 2,542 Est. Cost $451.81 Unrealized
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $1,677 Shares 5,611 Est. Cost $295.29 Unrealized +2.6%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,641 Shares 7,481 Est. Cost $145.22 Unrealized +36.3%
ET ENERGY TRANSFER L P 0.7%
Value ($000) $1,581 Shares 87,225 Est. Cost $8.23 Unrealized
NOBL PROSHARES TR 0.7%
Value ($000) $1,571 Shares 15,598 Est. Cost $89.83 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,570 Shares 9,852 Est. Cost $150.95 Unrealized +6.5%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $1,552 Shares 5,321 Est. Cost $205.40 Unrealized +32.6%
GLD SPDR GOLD TR 0.7%
Value ($000) $1,501 Shares 4,923 Est. Cost $199.33 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,487 Shares 13,795 Est. Cost $96.17 Unrealized +8.7%
BP BP PLC 0.6%
Value ($000) $1,380 Shares 46,121 Est. Cost $37.13 Unrealized
GLW CORNING INC 0.6%
Value ($000) $1,375 Shares 26,152 Est. Cost $33.03 Unrealized +40.2%
ARLP ALLIANCE RESOURCE PARTNERS L 0.6%
Value ($000) $1,359 Shares 52,000 Est. Cost $21.98 Unrealized
DVN DEVON ENERGY CORP NEW 0.6%
Value ($000) $1,316 Shares 41,378 Est. Cost $41.08 Unrealized -24.0%
AVGO BROADCOM INC 0.6%
Value ($000) $1,305 Shares 4,736 Est. Cost $156.18 Unrealized +38.3%
KO COCA COLA CO 0.6%
Value ($000) $1,262 Shares 17,837 Est. Cost $58.10 Unrealized +20.1%
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,172 Shares 22,380 Est. Cost $46.52 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,096 Shares 19,286 Est. Cost $55.29 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,096 Shares 11,211 Est. Cost $54.89 Unrealized +72.7%
GSBD GOLDMAN SACHS BDC INC 0.5%
Value ($000) $1,091 Shares 96,943 Est. Cost $14.41 Unrealized -23.5%
SNA SNAP ON INC 0.5%
Value ($000) $1,055 Shares 3,390 Est. Cost $193.62 Unrealized +61.4%
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,044 Shares 11,399 Est. Cost $97.23 Unrealized -12.4%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,040 Shares 4,466 Est. Cost $193.22 Unrealized +3.3%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,017 Shares 4,900 Est. Cost $170.40 Unrealized +2.3%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,014 Shares 5,579 Est. Cost $159.65 Unrealized
LAZ LAZARD INC 0.5%
Value ($000) $1,011 Shares 21,071 Est. Cost $38.95 Unrealized +7.4%
DEO DIAGEO PLC 0.5%
Value ($000) $982 Shares 9,740 Est. Cost $146.39 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $971 Shares 17,030 Est. Cost $57.01 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $956 Shares 1,540 Est. Cost $547.23 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value ($000) $945 Shares 9,854 Est. Cost $90.23 Unrealized +2.4%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $938 Shares 3,705 Est. Cost $164.83 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $926 Shares 13,350 Est. Cost $45.67 Unrealized +32.2%
NKE NIKE INC 0.4%
Value ($000) $925 Shares 13,027 Est. Cost $101.40 Unrealized -41.7%
PFE PFIZER INC 0.4%
Value ($000) $918 Shares 37,875 Est. Cost $25.64 Unrealized -12.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $884 Shares 2,998 Est. Cost $165.62 Unrealized +53.3%
T AT&T INC 0.4%
Value ($000) $868 Shares 30,000 Est. Cost $13.82 Unrealized +95.0%
PEP PEPSICO INC 0.4%
Value ($000) $834 Shares 6,316 Est. Cost $155.98 Unrealized -16.0%
LLY ELI LILLY & CO 0.4%
Value ($000) $814 Shares 1,044 Est. Cost $805.61 Unrealized -4.0%
WES WESTERN MIDSTREAM PARTNERS L 0.4%
Value ($000) $813 Shares 21,000 Est. Cost $38.92 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $812 Shares 17,154 Est. Cost $36.61 Unrealized +13.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $793 Shares 8,729 Est. Cost $82.76 Unrealized +8.8%
MMM 3M CO 0.4%
Value ($000) $777 Shares 5,104 Est. Cost $79.50 Unrealized +77.7%
IWM ISHARES TR 0.4%
Value ($000) $765 Shares 3,545 Est. Cost $215.82 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $752 Shares 8,185 Est. Cost $74.23 Unrealized +18.5%
FLO FLOWERS FOODS INC 0.3%
Value ($000) $745 Shares 46,622 Est. Cost $21.57 Unrealized -24.1%
ZTS ZOETIS INC 0.3%
Value ($000) $734 Shares 4,704 Est. Cost $157.38 Unrealized 0.0%
ADBE ADOBE INC 0.3%
Value ($000) $731 Shares 1,890 Est. Cost $450.95 Unrealized -14.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $729 Shares 1 Est. Cost $431815.88 Unrealized +76.4%
QDPL PACER FDS TR 0.3%
Value ($000) $718 Shares 18,200 Est. Cost $36.62 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $689 Shares 23,423 Est. Cost $15.56 Unrealized +72.0%
IBDT ISHARES TR 0.3%
Value ($000) $682 Shares 26,818 Est. Cost $24.51 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $673 Shares 3,675 Est. Cost $153.45 Unrealized +2.6%
GEV GE VERNOVA INC 0.3%
Value ($000) $659 Shares 1,245 Est. Cost $271.67 Unrealized +53.1%
PAVE GLOBAL X FDS 0.3%
Value ($000) $656 Shares 15,053 Est. Cost $24.40 Unrealized
IBDS ISHARES TR 0.3%
Value ($000) $644 Shares 26,550 Est. Cost $23.51 Unrealized
IBDR ISHARES TR 0.3%
Value ($000) $644 Shares 26,550 Est. Cost $23.56 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $639 Shares 4,535 Est. Cost $90.84 Unrealized +33.2%
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $635 Shares 12,012 Est. Cost $52.18 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $631 Shares 1,144 Est. Cost $422.03 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $618 Shares 10,520 Est. Cost $58.40 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $615 Shares 3,465 Est. Cost $136.40 Unrealized +20.9%
MRK MERCK & CO INC 0.3%
Value ($000) $612 Shares 7,736 Est. Cost $80.93 Unrealized -4.4%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $609 Shares 14,255 Est. Cost $42.74 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $606 Shares 16,897 Est. Cost $33.46 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $597 Shares 2,045 Est. Cost $238.21 Unrealized +27.4%
FMS FRESENIUS MEDICAL CARE AG 0.3%
Value ($000) $591 Shares 11,198 Est. Cost $28.02 Unrealized
RGLD ROYAL GOLD INC 0.3%
Value ($000) $587 Shares 3,300 Est. Cost $177.03 Unrealized 0.0%
GDX VANECK ETF TRUST 0.3%
Value ($000) $586 Shares 11,250 Est. Cost $45.97 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $576 Shares 3,585 Est. Cost $132.21 Unrealized +15.5%
INFL LISTED FDS TR 0.3%
Value ($000) $574 Shares 13,623 Est. Cost $32.87 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.3%
Value ($000) $573 Shares 26,000 Est. Cost $20.45 Unrealized -8.8%
ZIM ZIM INTEGRATED SHIPPING SERV 0.3%
Value ($000) $571 Shares 35,500 Est. Cost $21.09 Unrealized -25.3%
PSX PHILLIPS 66 0.3%
Value ($000) $560 Shares 4,690 Est. Cost $85.88 Unrealized +27.5%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $559 Shares 2,729 Est. Cost $174.85 Unrealized
IBDU ISHARES TR 0.3%
Value ($000) $558 Shares 23,929 Est. Cost $22.53 Unrealized
FNV FRANCO NEV CORP 0.3%
Value ($000) $540 Shares 26,000 Est. Cost $163.24 Unrealized +1.2%
HTGC HERCULES CAPITAL INC 0.2%
Value ($000) $530 Shares 29,000 Est. Cost $19.64 Unrealized -9.8%
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $529 Shares 1,300 Est. Cost $338.00 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $517 Shares 9,392 Est. Cost $47.88 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $513 Shares 10,670 Est. Cost $54.46 Unrealized -1.5%
GRMN GARMIN LTD 0.2%
Value ($000) $507 Shares 2,428 Est. Cost $131.47 Unrealized +49.1%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $505 Shares 5,000 Est. Cost $112.66 Unrealized -16.5%
RNR RENAISSANCERE HLDGS LTD 0.2%
Value ($000) $486 Shares 2,000 Est. Cost $254.92 Unrealized -4.9%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $485 Shares 5,400 Est. Cost $84.09 Unrealized 0.0%
VPU VANGUARD WORLD FD 0.2%
Value ($000) $472 Shares 2,674 Est. Cost $155.14 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $460 Shares 5,046 Est. Cost $87.17 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $453 Shares 8,335 Est. Cost $53.76 Unrealized
L LOEWS CORP 0.2%
Value ($000) $450 Shares 4,908 Est. Cost $67.40 Unrealized +30.0%
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $450 Shares 9,557 Est. Cost $46.58 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $446 Shares 16,000 Est. Cost $27.86 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $434 Shares 799 Est. Cost $397.07 Unrealized +31.7%
DASH DOORDASH INC 0.2%
Value ($000) $418 Shares 1,697 Est. Cost $164.28 Unrealized +22.1%
BSM BLACK STONE MINERALS L P 0.2%
Value ($000) $413 Shares 31,600 Est. Cost $16.63 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $408 Shares 1,655 Est. Cost $161.92 Unrealized +51.4%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $394 Shares 1,220 Est. Cost $153.53 Unrealized +71.8%
SYK STRYKER CORPORATION 0.2%
Value ($000) $388 Shares 980 Est. Cost $313.09 Unrealized +18.7%
PAYX PAYCHEX INC 0.2%
Value ($000) $383 Shares 2,630 Est. Cost $114.09 Unrealized +29.3%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $375 Shares 1,724 Est. Cost $195.72 Unrealized
SEB SEABOARD CORP DEL 0.2%
Value ($000) $372 Shares 130 Est. Cost $2636.66 Unrealized 0.0%
ENB ENBRIDGE INC 0.2%
Value ($000) $361 Shares 7,965 Est. Cost $39.58 Unrealized +10.6%
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $360 Shares 10,000 Est. Cost $32.13 Unrealized +3.1%
CCJ CAMECO CORP 0.2%
Value ($000) $355 Shares 4,780 Est. Cost $53.26 Unrealized 0.0%
EQT EQT CORP 0.2%
Value ($000) $341 Shares 5,855 Est. Cost $33.40 Unrealized +60.4%
ISHARES TR 0.2%
Value ($000) $336 Shares 13,339 Est. Cost $24.86 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $325 Shares 1,588 Est. Cost $171.66 Unrealized +8.2%
BA BOEING CO 0.1%
Value ($000) $308 Shares 1,470 Est. Cost $188.88 Unrealized 0.0%
BN BROOKFIELD CORP 0.1%
Value ($000) $302 Shares 4,890 Est. Cost $27.22 Unrealized +35.6%
AYI ACUITY INC 0.1%
Value ($000) $298 Shares 1,000 Est. Cost $311.23 Unrealized -17.0%
BX BLACKSTONE INC 0.1%
Value ($000) $295 Shares 1,970 Est. Cost $90.95 Unrealized +48.5%
CB CHUBB LIMITED 0.1%
Value ($000) $290 Shares 1,000 Est. Cost $270.79 Unrealized +6.0%
IBTI ISHARES TR 0.1%
Value ($000) $289 Shares 12,918 Est. Cost $21.59 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $287 Shares 2,156 Est. Cost $91.16 Unrealized +24.6%
SE SEA LTD 0.1%
Value ($000) $284 Shares 1,775 Est. Cost $130.49 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $282 Shares 4,900 Est. Cost $52.58 Unrealized +3.6%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $281 Shares 6,475 Est. Cost $37.70 Unrealized 0.0%
IBTH ISHARES TR 0.1%
Value ($000) $278 Shares 12,369 Est. Cost $21.88 Unrealized
IBTG ISHARES TR 0.1%
Value ($000) $278 Shares 12,109 Est. Cost $22.50 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $276 Shares 2,732 Est. Cost $82.02 Unrealized +6.1%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $275 Shares 12,535 Est. Cost $17.09 Unrealized +16.8%
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $275 Shares 14,900 Est. Cost $17.44 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $272 Shares 3,278 Est. Cost $82.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $268 Shares 660 Est. Cost $563.12 Unrealized -25.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $267 Shares 1,000 Est. Cost $257.53 Unrealized 0.0%
MHK MOHAWK INDS INC 0.1%
Value ($000) $265 Shares 2,530 Est. Cost $104.26 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $263 Shares 23,627 Est. Cost $10.95 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $253 Shares 2,565 Est. Cost $81.39 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $252 Shares 9,535 Est. Cost $35.96 Unrealized -22.7%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $252 Shares 2,350 Est. Cost $110.56 Unrealized -9.3%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $244 Shares 2,601 Est. Cost $75.85 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $244 Shares 1,809 Est. Cost $131.08 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $242 Shares 553 Est. Cost $438.40 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $242 Shares 548 Est. Cost $423.99 Unrealized +9.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $242 Shares 1,518 Est. Cost $160.21 Unrealized -9.5%
INTU INTUIT 0.1%
Value ($000) $239 Shares 304 Est. Cost $674.49 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $238 Shares 4,595 Est. Cost $61.07 Unrealized -11.9%
SUNRISE COMMUNICATIONS AG 0.1%
Value ($000) $236 Shares 4,179 Est. Cost $48.29 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $231 Shares 462 Est. Cost $486.10 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $224 Shares 980 Est. Cost $218.39 Unrealized +5.1%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $223 Shares 2,264 Est. Cost $83.94 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $222 Shares 85 Est. Cost $2335.36 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $220 Shares 475 Est. Cost $485.18 Unrealized -5.4%
ETN EATON CORP PLC 0.1%
Value ($000) $218 Shares 610 Est. Cost $306.71 Unrealized 0.0%
VLTO VERALTO CORP 0.1%
Value ($000) $216 Shares 2,144 Est. Cost $105.00 Unrealized -8.4%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $213 Shares 3,047 Est. Cost $69.91 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $210 Shares 1,065 Est. Cost $236.65 Unrealized -18.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $206 Shares 291 Est. Cost $571.74 Unrealized 0.0%
ISHARES TR 0.1%
Value ($000) $205 Shares 8,757 Est. Cost $23.31 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $203 Shares 2,180 Est. Cost $72.04 Unrealized +14.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $203 Shares 1,377 Est. Cost $147.52 Unrealized
CNX CNX RES CORP 0.1%
Value ($000) $202 Shares 6,010 Est. Cost $31.51 Unrealized 0.0%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $201 Shares 918 Est. Cost $182.64 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $201 Shares 591 Est. Cost $339.57 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.1%
Value ($000) $126 Shares 12,550 Est. Cost $9.14 Unrealized +9.9%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $52 Shares 10,000 Est. Cost $6.27 Unrealized 0.0%