Nilsine Partners, LLC Diversified Active

CIK: 0001913043 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 22, 2024

Total Value ($000): $732,419 (100.0% shares, 0.0% debt)

Holdings (331)

AAPL APPLE INC 4.4%
Value ($000) $31,874 Shares 185,874 Est. Cost $153.35 Unrealized +17.5%
FXR FIRST TR EXCHANGE TRADED FD 2.3%
Value ($000) $16,975 Shares 232,668 Est. Cost $63.48 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $16,463 Shares 181,826 Est. Cost $76.04 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $16,339 Shares 79,667 Est. Cost $178.90 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 2.2%
Value ($000) $15,762 Shares 82,662 Est. Cost $185.65 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 2.1%
Value ($000) $15,375 Shares 238,235 Est. Cost $57.73 Unrealized
AVGO BROADCOM INC 2.1%
Value ($000) $15,323 Shares 11,561 Est. Cost $57.59 Unrealized +110.5%
AMZN AMAZON COM INC 2.1%
Value ($000) $15,108 Shares 83,757 Est. Cost $101.48 Unrealized +64.5%
MSFT MICROSOFT CORP 2.0%
Value ($000) $14,792 Shares 35,159 Est. Cost $266.75 Unrealized +49.7%
SPY SPDR S&P 500 ETF TRUST 1.9%
Value ($000) $14,060 Shares 26,880 Est. Cost $409.39 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $13,659 Shares 15,117 Est. Cost $23.16 Unrealized +212.8%
KR KROGER CO 1.8%
Value ($000) $13,149 Shares 230,166 Est. Cost $42.89 Unrealized +10.3%
LAM RESEARCH CORP 1.5%
Value ($000) $11,177 Shares 11,504 Est. Cost $543.14 Unrealized
SGI TEMPUR SEALY INTL INC 1.4%
Value ($000) $10,438 Shares 183,702 Est. Cost $39.91 Unrealized +30.6%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $9,733 Shares 13,285 Est. Cost $494.86 Unrealized +42.8%
FTCS FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $9,243 Shares 107,918 Est. Cost $73.24 Unrealized
NVO NOVO-NORDISK A S ADR 1.2%
Value ($000) $9,052 Shares 70,496 Est. Cost $124.62 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 1.2%
Value ($000) $8,925 Shares 42,794 Est. Cost $79.22 Unrealized +133.3%
LLY LILLY ELI & CO 1.2%
Value ($000) $8,851 Shares 11,377 Est. Cost $361.68 Unrealized +94.2%
V VISA INC 1.1%
Value ($000) $8,262 Shares 29,605 Est. Cost $220.21 Unrealized +23.7%
SPLV INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $8,075 Shares 122,589 Est. Cost $63.32 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $7,785 Shares 130,569 Est. Cost $59.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $7,060 Shares 16,789 Est. Cost $318.42 Unrealized +23.5%
COWZ PACER FDS TR 0.9%
Value ($000) $6,944 Shares 119,495 Est. Cost $47.90 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $6,709 Shares 145,187 Est. Cost $45.28 Unrealized
LOW LOWES COS INC 0.9%
Value ($000) $6,603 Shares 25,921 Est. Cost $193.48 Unrealized +14.8%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $6,343 Shares 31,665 Est. Cost $132.80 Unrealized +30.7%
MPC MARATHON PETE CORP 0.8%
Value ($000) $6,046 Shares 30,004 Est. Cost $128.77 Unrealized +27.6%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $5,751 Shares 9,895 Est. Cost $556.45 Unrealized +0.2%
IVV ISHARES TR 0.8%
Value ($000) $5,654 Shares 10,755 Est. Cost $415.33 Unrealized
FISV FISERV INC 0.7%
Value ($000) $5,402 Shares 33,799 Est. Cost $110.96 Unrealized +31.3%
AMAT APPLIED MATLS INC 0.7%
Value ($000) $5,297 Shares 25,686 Est. Cost $113.10 Unrealized +59.5%
URI UNITED RENTALS INC 0.7%
Value ($000) $4,971 Shares 6,893 Est. Cost $410.56 Unrealized +53.7%
MCD MCDONALDS CORP 0.7%
Value ($000) $4,941 Shares 17,524 Est. Cost $250.51 Unrealized +11.0%
META META PLATFORMS INC 0.6%
Value ($000) $4,750 Shares 9,783 Est. Cost $179.07 Unrealized +147.5%
DIS DISNEY WALT CO 0.6%
Value ($000) $4,675 Shares 38,210 Est. Cost $98.43 Unrealized +4.0%
FSMB FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $4,568 Shares 230,317 Est. Cost $19.85 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,561 Shares 39,234 Est. Cost $100.09 Unrealized -2.0%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $4,544 Shares 11,632 Est. Cost $316.50 Unrealized +46.1%
ZTS ZOETIS INC 0.6%
Value ($000) $4,388 Shares 25,931 Est. Cost $160.49 Unrealized +14.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $4,382 Shares 8,684 Est. Cost $370.00 Unrealized +54.9%
DKS DICKS SPORTING GOODS INC 0.6%
Value ($000) $4,304 Shares 19,139 Est. Cost $128.34 Unrealized +27.5%
KLAC KLA CORP 0.6%
Value ($000) $4,277 Shares 6,122 Est. Cost $388.01 Unrealized +62.9%
FUMB FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $4,274 Shares 213,322 Est. Cost $19.97 Unrealized
SPIB SPDR SER TR 0.6%
Value ($000) $4,063 Shares 124,276 Est. Cost $31.67 Unrealized
DHI D R HORTON INC 0.5%
Value ($000) $3,989 Shares 24,240 Est. Cost $92.76 Unrealized +58.6%
AN AUTONATION INC 0.5%
Value ($000) $3,949 Shares 23,847 Est. Cost $129.67 Unrealized +13.5%
ACMR ACM RESH INC 0.5%
Value ($000) $3,875 Shares 132,985 Est. Cost $22.89 Unrealized 0.0%
MUSA MURPHY USA INC 0.5%
Value ($000) $3,807 Shares 9,081 Est. Cost $314.37 Unrealized +23.3%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,744 Shares 7,569 Est. Cost $461.87 Unrealized +5.9%
VRP INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $3,731 Shares 156,952 Est. Cost $22.61 Unrealized
PLD PROLOGIS INC. 0.5%
Value ($000) $3,693 Shares 28,363 Est. Cost $112.28 Unrealized +9.0%
IJH ISHARES TR 0.5%
Value ($000) $3,551 Shares 58,460 Est. Cost $99.51 Unrealized
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $3,533 Shares 17,828 Est. Cost $126.16 Unrealized +26.0%
ORCL ORACLE CORP 0.5%
Value ($000) $3,434 Shares 27,338 Est. Cost $87.40 Unrealized +28.5%
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $3,374 Shares 57,627 Est. Cost $57.39 Unrealized
BKAG BNY MELLON ETF TRUST 0.5%
Value ($000) $3,351 Shares 80,041 Est. Cost $40.38 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $3,272 Shares 8,929 Est. Cost $232.67 Unrealized +33.7%
PCAR PACCAR INC 0.4%
Value ($000) $3,268 Shares 26,382 Est. Cost $90.94 Unrealized +10.8%
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $3,178 Shares 13,079 Est. Cost $155.13 Unrealized +46.0%
HOLX HOLOGIC INC 0.4%
Value ($000) $3,159 Shares 40,522 Est. Cost $80.31 Unrealized -7.4%
MRK MERCK & CO INC 0.4%
Value ($000) $3,051 Shares 23,123 Est. Cost $100.67 Unrealized +15.0%
VWOB VANGUARD WHITEHALL FDS 0.4%
Value ($000) $3,021 Shares 47,313 Est. Cost $60.22 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,016 Shares 19,067 Est. Cost $147.90 Unrealized +1.6%
BDC BELDEN INC 0.4%
Value ($000) $2,944 Shares 31,787 Est. Cost $82.62 Unrealized -1.7%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $2,774 Shares 15,367 Est. Cost $86.87 Unrealized +101.2%
OPCH OPTION CARE HEALTH INC 0.4%
Value ($000) $2,714 Shares 80,910 Est. Cost $30.06 Unrealized +7.7%
GOOGL ALPHABET INC 0.4%
Value ($000) $2,655 Shares 17,592 Est. Cost $97.66 Unrealized +45.4%
NFLX NETFLIX INC 0.4%
Value ($000) $2,624 Shares 4,320 Est. Cost $34.79 Unrealized +62.1%
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $2,621 Shares 35,639 Est. Cost $75.97 Unrealized +0.7%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,603 Shares 20,665 Est. Cost $101.18 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $2,595 Shares 6,502 Est. Cost $247.33 Unrealized +52.8%
GOOG ALPHABET INC CAP STK 0.3%
Value ($000) $2,504 Shares 16,444 Est. Cost $97.86 Unrealized +46.4%
TOL TOLL BROTHERS INC 0.3%
Value ($000) $2,481 Shares 19,177 Est. Cost $62.16 Unrealized +75.1%
PAG PENSKE AUTOMOTIVE GRP INC 0.3%
Value ($000) $2,469 Shares 15,239 Est. Cost $134.09 Unrealized +13.9%
RUSHA RUSH ENTERPRISES INC 0.3%
Value ($000) $2,452 Shares 45,822 Est. Cost $37.98 Unrealized +24.5%
CB CHUBB LIMITED 0.3%
Value ($000) $2,394 Shares 9,238 Est. Cost $216.95 Unrealized +11.2%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $2,296 Shares 9,976 Est. Cost $177.75 Unrealized +16.3%
KO COCA COLA CO 0.3%
Value ($000) $2,293 Shares 37,472 Est. Cost $55.39 Unrealized +2.4%
CRM SALESFORCE INC 0.3%
Value ($000) $2,252 Shares 7,477 Est. Cost $173.98 Unrealized +63.9%
TSLA TESLA INC 0.3%
Value ($000) $2,242 Shares 12,752 Est. Cost $176.66 Unrealized +10.6%
ACGL ARCH CAP GROUP LTD 0.3%
Value ($000) $2,224 Shares 24,064 Est. Cost $78.83 Unrealized +2.0%
MCK MCKESSON CORP 0.3%
Value ($000) $2,223 Shares 4,140 Est. Cost $455.02 Unrealized +10.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,222 Shares 44,512 Est. Cost $45.93 Unrealized +2.8%
CI THE CIGNA GROUP 0.3%
Value ($000) $2,202 Shares 6,063 Est. Cost $276.18 Unrealized +15.1%
FLRN SPDR SER TR 0.3%
Value ($000) $2,160 Shares 70,073 Est. Cost $30.46 Unrealized
EWP ISHARES INC 0.3%
Value ($000) $2,146 Shares 66,704 Est. Cost $28.87 Unrealized
EWI ISHARES INC 0.3%
Value ($000) $2,128 Shares 56,423 Est. Cost $31.84 Unrealized
EWW ISHARES INC 0.3%
Value ($000) $2,091 Shares 30,162 Est. Cost $59.53 Unrealized
EWQ ISHARES INC 0.3%
Value ($000) $2,084 Shares 50,323 Est. Cost $37.78 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $2,047 Shares 6,547 Est. Cost $161.99 Unrealized +65.2%
BLACKROCK INC 0.3%
Value ($000) $2,023 Shares 2,426 Est. Cost $672.03 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.3%
Value ($000) $2,008 Shares 18,988 Est. Cost $94.54 Unrealized 0.0%
BA BOEING CO 0.3%
Value ($000) $2,000 Shares 10,363 Est. Cost $207.64 Unrealized -1.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.3%
Value ($000) $1,995 Shares 14,665 Est. Cost $97.66 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,987 Shares 4,151 Est. Cost $442.02 Unrealized +0.9%
ABT ABBOTT LABS 0.3%
Value ($000) $1,983 Shares 17,451 Est. Cost $99.74 Unrealized +11.1%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,950 Shares 7,652 Est. Cost $216.72 Unrealized +9.7%
JNK SPDR SER TR 0.3%
Value ($000) $1,930 Shares 20,273 Est. Cost $95.20 Unrealized
PH PARKER-HANNIFIN CORP 0.3%
Value ($000) $1,915 Shares 3,446 Est. Cost $437.77 Unrealized +13.9%
EPOL ISHARES TR 0.3%
Value ($000) $1,913 Shares 81,099 Est. Cost $23.59 Unrealized
OLN OLIN CORP 0.3%
Value ($000) $1,912 Shares 32,514 Est. Cost $53.21 Unrealized -4.2%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,910 Shares 6,363 Est. Cost $175.65 Unrealized +52.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,905 Shares 14,967 Est. Cost $99.60 Unrealized +8.1%
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,897 Shares 45,059 Est. Cost $41.95 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,877 Shares 10,726 Est. Cost $158.65 Unrealized -0.9%
FLOT ISHARES TR 0.3%
Value ($000) $1,864 Shares 36,501 Est. Cost $50.50 Unrealized
MTG MGIC INVT CORP WIS 0.3%
Value ($000) $1,840 Shares 82,274 Est. Cost $13.60 Unrealized +46.7%
DE DEERE & CO 0.2%
Value ($000) $1,829 Shares 4,452 Est. Cost $380.28 Unrealized -2.0%
HD HOME DEPOT INC 0.2%
Value ($000) $1,820 Shares 4,745 Est. Cost $285.04 Unrealized +22.3%
SPSB SPDR SER TR 0.2%
Value ($000) $1,813 Shares 60,908 Est. Cost $29.78 Unrealized
XTN SPDR SER TR 0.2%
Value ($000) $1,807 Shares 21,312 Est. Cost $72.47 Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $1,786 Shares 6,738 Est. Cost $64.62 Unrealized +178.5%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,778 Shares 41,006 Est. Cost $34.63 Unrealized +17.3%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $1,731 Shares 88,290 Est. Cost $17.93 Unrealized +1.5%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $1,724 Shares 6,902 Est. Cost $215.71 Unrealized +8.6%
IEFA ISHARES INC 0.2%
Value ($000) $1,721 Shares 23,193 Est. Cost $66.99 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,687 Shares 22,541 Est. Cost $45.89 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,676 Shares 29,707 Est. Cost $73.75 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,662 Shares 3,458 Est. Cost $412.14 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,563 Shares 23,476 Est. Cost $53.35 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,561 Shares 15,364 Est. Cost $80.54 Unrealized
SCHI SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,526 Shares 34,295 Est. Cost $44.06 Unrealized
DVA DAVITA INC 0.2%
Value ($000) $1,524 Shares 11,038 Est. Cost $80.82 Unrealized +48.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,497 Shares 9,489 Est. Cost $148.36 Unrealized -6.3%
ABBV ABBVIE INC 0.2%
Value ($000) $1,484 Shares 8,151 Est. Cost $139.47 Unrealized +16.1%
UNP UNION PAC CORP 0.2%
Value ($000) $1,458 Shares 5,927 Est. Cost $189.37 Unrealized +24.4%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,455 Shares 3,481 Est. Cost $310.18 Unrealized +36.3%
CSX CSX CORP 0.2%
Value ($000) $1,442 Shares 38,895 Est. Cost $29.47 Unrealized +20.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,439 Shares 9,889 Est. Cost $141.76 Unrealized -4.6%
PNQI INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,436 Shares 36,010 Est. Cost $39.89 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,432 Shares 24,960 Est. Cost $50.51 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $1,387 Shares 43,041 Est. Cost $31.21 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,359 Shares 7,119 Est. Cost $141.11 Unrealized +22.3%
ACM AECOM 0.2%
Value ($000) $1,356 Shares 13,829 Est. Cost $84.23 Unrealized +5.2%
EMHY ISHARES INC 0.2%
Value ($000) $1,350 Shares 36,050 Est. Cost $35.24 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,341 Shares 13,138 Est. Cost $83.62 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $1,328 Shares 5,101 Est. Cost $206.15 Unrealized +22.7%
EUHY ISHARES INC 0.2%
Value ($000) $1,326 Shares 27,228 Est. Cost $46.15 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $1,317 Shares 25,524 Est. Cost $48.85 Unrealized
LEMB ISHARES INC 0.2%
Value ($000) $1,315 Shares 36,441 Est. Cost $36.05 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,313 Shares 3,143 Est. Cost $327.59 Unrealized +13.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,305 Shares 7,707 Est. Cost $118.96 Unrealized +24.9%
GHYG ISHARES INC 0.2%
Value ($000) $1,305 Shares 29,547 Est. Cost $42.48 Unrealized
PXJ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,300 Shares 40,939 Est. Cost $28.81 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,266 Shares 6,166 Est. Cost $176.61 Unrealized +2.3%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,264 Shares 6,110 Est. Cost $125.97 Unrealized +35.4%
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,199 Shares 23,350 Est. Cost $50.80 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $1,188 Shares 20,043 Est. Cost $51.28 Unrealized +12.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,188 Shares 2,466 Est. Cost $358.41 Unrealized +26.3%
EOG EOG RES INC 0.2%
Value ($000) $1,187 Shares 9,284 Est. Cost $109.22 Unrealized +1.0%
CLF CLEVELAND-CLIFFS INC NEW 0.2%
Value ($000) $1,179 Shares 51,859 Est. Cost $19.82 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,169 Shares 3,372 Est. Cost $261.35 Unrealized +35.7%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,168 Shares 2,252 Est. Cost $463.31 Unrealized +4.0%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,145 Shares 2,579 Est. Cost $357.16 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,138 Shares 1,182 Est. Cost $753.86 Unrealized +25.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,127 Shares 16,103 Est. Cost $65.13 Unrealized +5.8%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $1,116 Shares 15,428 Est. Cost $59.94 Unrealized +7.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,109 Shares 12,134 Est. Cost $96.43 Unrealized -8.1%
QABA FIRST TR NASDAQ ABA CMNTY BK 0.1%
Value ($000) $1,096 Shares 23,558 Est. Cost $46.54 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,081 Shares 12,024 Est. Cost $81.64 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $1,080 Shares 23,819 Est. Cost $38.00 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $1,077 Shares 10,013 Est. Cost $106.99 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,075 Shares 5,886 Est. Cost $154.01 Unrealized
FTXG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,058 Shares 42,576 Est. Cost $25.10 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,052 Shares 2,312 Est. Cost $432.96 Unrealized -3.9%
AGG ISHARES TR 0.1%
Value ($000) $1,051 Shares 10,728 Est. Cost $99.50 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,048 Shares 6,457 Est. Cost $133.29 Unrealized +12.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,029 Shares 24,512 Est. Cost $35.20 Unrealized +2.1%
KBWP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,018 Shares 9,444 Est. Cost $83.24 Unrealized
CNC CENTENE CORP DEL 0.1%
Value ($000) $1,006 Shares 12,824 Est. Cost $71.02 Unrealized +8.7%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $1,000 Shares 2,818 Est. Cost $255.40 Unrealized +26.3%
T AT&T INC 0.1%
Value ($000) $973 Shares 55,296 Est. Cost $15.85 Unrealized -1.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $968 Shares 13,216 Est. Cost $74.39 Unrealized -3.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $962 Shares 6,935 Est. Cost $121.96 Unrealized +5.6%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $953 Shares 4,625 Est. Cost $159.32 Unrealized +21.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $952 Shares 12,336 Est. Cost $49.59 Unrealized +59.3%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $940 Shares 45,465 Est. Cost $18.07 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $937 Shares 59,575 Est. Cost $12.47 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $928 Shares 12,932 Est. Cost $60.67 Unrealized +6.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $911 Shares 5,227 Est. Cost $161.35 Unrealized -2.1%
MS MORGAN STANLEY 0.1%
Value ($000) $884 Shares 9,386 Est. Cost $84.59 Unrealized -1.6%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $880 Shares 12,161 Est. Cost $82.23 Unrealized
NKE NIKE INC 0.1%
Value ($000) $859 Shares 9,138 Est. Cost $116.69 Unrealized -16.2%
AFL AFLAC INC 0.1%
Value ($000) $848 Shares 9,871 Est. Cost $78.75 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $841 Shares 2,978 Est. Cost $218.37 Unrealized +18.1%
WMT WALMART INC 0.1%
Value ($000) $798 Shares 13,265 Est. Cost $52.66 Unrealized +6.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $795 Shares 6,741 Est. Cost $57.76 Unrealized +55.5%
LEN LENNAR CORP 0.1%
Value ($000) $783 Shares 4,554 Est. Cost $93.61 Unrealized +56.3%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $781 Shares 3,797 Est. Cost $183.17 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $769 Shares 5,585 Est. Cost $104.30 Unrealized +35.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $758 Shares 8,414 Est. Cost $69.63 Unrealized +16.8%
C CITIGROUP INC 0.1%
Value ($000) $757 Shares 11,967 Est. Cost $44.20 Unrealized +18.8%
LIN LINDE PLC SHS 0.1%
Value ($000) $746 Shares 1,607 Est. Cost $328.77 Unrealized +28.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $744 Shares 7,333 Est. Cost $75.78 Unrealized +24.9%
ALLE ALLEGION PLC ORD 0.1%
Value ($000) $736 Shares 5,463 Est. Cost $108.07 Unrealized +15.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $734 Shares 9,197 Est. Cost $74.65 Unrealized -5.1%
WDAY WORKDAY INC 0.1%
Value ($000) $733 Shares 2,689 Est. Cost $187.64 Unrealized +51.7%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $719 Shares 19,087 Est. Cost $36.62 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $706 Shares 9,365 Est. Cost $75.40 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $696 Shares 1,328 Est. Cost $385.47 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $695 Shares 18,318 Est. Cost $30.68 Unrealized +6.9%
BG BUNGE GLOBAL SA 0.1%
Value ($000) $676 Shares 6,589 Est. Cost $96.89 Unrealized -9.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $659 Shares 6,810 Est. Cost $88.18 Unrealized +0.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $657 Shares 3,325 Est. Cost $180.02 Unrealized +3.4%
SEIC SEI INVTS CO 0.1%
Value ($000) $648 Shares 9,009 Est. Cost $57.66 Unrealized +12.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $647 Shares 2,843 Est. Cost $159.86 Unrealized +26.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $644 Shares 5,319 Est. Cost $105.44 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $625 Shares 6,456 Est. Cost $80.37 Unrealized +4.6%
CMI CUMMINS INC 0.1%
Value ($000) $624 Shares 2,116 Est. Cost $227.95 Unrealized +8.6%
TFLO ISHARES TR 0.1%
Value ($000) $622 Shares 12,275 Est. Cost $50.47 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $611 Shares 1,344 Est. Cost $404.52 Unrealized +13.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $609 Shares 5,719 Est. Cost $63.58 Unrealized +23.0%
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $603 Shares 8,342 Est. Cost $72.33 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $594 Shares 2,215 Est. Cost $217.79 Unrealized +13.7%
ILMN ILLUMINA INC 0.1%
Value ($000) $591 Shares 4,305 Est. Cost $177.42 Unrealized -24.4%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $590 Shares 4,857 Est. Cost $104.74 Unrealized +15.2%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $588 Shares 2,331 Est. Cost $168.89 Unrealized +40.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $583 Shares 9,128 Est. Cost $70.64 Unrealized -21.6%
ASIX ADVANSIX INC 0.1%
Value ($000) $579 Shares 20,237 Est. Cost $25.32 Unrealized 0.0%
XYZ BLOCK INC 0.1%
Value ($000) $558 Shares 6,603 Est. Cost $74.49 Unrealized -2.9%
SYY SYSCO CORP 0.1%
Value ($000) $553 Shares 6,807 Est. Cost $74.59 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $549 Shares 5,679 Est. Cost $92.00 Unrealized
JBL JABIL INC 0.1%
Value ($000) $541 Shares 4,038 Est. Cost $80.80 Unrealized +65.5%
TXT TEXTRON INC 0.1%
Value ($000) $533 Shares 5,558 Est. Cost $71.09 Unrealized +21.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $528 Shares 9,739 Est. Cost $61.40 Unrealized -24.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $510 Shares 7,535 Est. Cost $69.41 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $510 Shares 2,284 Est. Cost $187.39 Unrealized +6.8%
ASML ASML HOLDING N V N Y REGISTRY 0.1%
Value ($000) $492 Shares 507 Est. Cost $732.15 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $488 Shares 2,990 Est. Cost $140.31 Unrealized +12.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $486 Shares 1,948 Est. Cost $224.08 Unrealized +7.8%
INTC INTEL CORP 0.1%
Value ($000) $479 Shares 10,834 Est. Cost $42.38 Unrealized +3.9%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $477 Shares 7,124 Est. Cost $68.38 Unrealized -10.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $469 Shares 8,094 Est. Cost $43.84 Unrealized +14.3%
PSX PHILLIPS 66 0.1%
Value ($000) $466 Shares 2,850 Est. Cost $92.48 Unrealized +46.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $463 Shares 1,868 Est. Cost $168.66 Unrealized +32.2%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $462 Shares 9,204 Est. Cost $50.52 Unrealized -17.3%
CDW CDW CORP 0.1%
Value ($000) $457 Shares 1,787 Est. Cost $189.24 Unrealized +22.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $443 Shares 1,042 Est. Cost $349.86 Unrealized +22.1%
IWF ISHARES TR 0.1%
Value ($000) $443 Shares 1,313 Est. Cost $261.36 Unrealized
AVT AVNET INC 0.1%
Value ($000) $440 Shares 8,870 Est. Cost $41.31 Unrealized +7.9%
IJR ISHARES TR 0.1%
Value ($000) $427 Shares 3,862 Est. Cost $108.25 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $420 Shares 6,652 Est. Cost $55.41 Unrealized +1.8%
IWM ISHARES TR 0.1%
Value ($000) $410 Shares 1,951 Est. Cost $178.40 Unrealized
M D C HLDGS INC 0.1%
Value ($000) $403 Shares 6,401 Est. Cost $49.76 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $387 Shares 3,171 Est. Cost $99.25 Unrealized +2.5%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $377 Shares 5,503 Est. Cost $47.13 Unrealized +36.4%
AON AON PLC 0.1%
Value ($000) $376 Shares 1,126 Est. Cost $303.19 Unrealized +0.9%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $375 Shares 4,356 Est. Cost $82.04 Unrealized -7.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $369 Shares 2,163 Est. Cost $123.63 Unrealized +9.8%
PFE PFIZER INC 0.0%
Value ($000) $366 Shares 13,184 Est. Cost $36.55 Unrealized -32.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $366 Shares 3,990 Est. Cost $86.77 Unrealized -2.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $362 Shares 9,810 Est. Cost $32.80 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $361 Shares 8,348 Est. Cost $32.44 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $358 Shares 1,261 Est. Cost $157.74 Unrealized 0.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $357 Shares 2,757 Est. Cost $118.92 Unrealized -1.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $355 Shares 2,268 Est. Cost $102.20 Unrealized +30.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $350 Shares 2,163 Est. Cost $134.22 Unrealized +5.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $346 Shares 4,946 Est. Cost $68.89 Unrealized -12.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $346 Shares 1,193 Est. Cost $262.25 Unrealized +1.1%
PIONEER NAT RES CO 0.0%
Value ($000) $337 Shares 1,284 Est. Cost $208.37 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $333 Shares 1,280 Est. Cost $205.32 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $332 Shares 6,570 Est. Cost $49.03 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $329 Shares 3,196 Est. Cost $70.30 Unrealized +26.2%
USB US BANCORP DEL 0.0%
Value ($000) $329 Shares 7,360 Est. Cost $30.10 Unrealized +28.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $328 Shares 2,257 Est. Cost $131.80 Unrealized
OCSL OAKTREE SPECIALTY LENDING CORP 0.0%
Value ($000) $324 Shares 16,455 Est. Cost $19.92 Unrealized +1.4%
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $321 Shares 1,378 Est. Cost $232.96 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $321 Shares 4,257 Est. Cost $40.69 Unrealized +54.6%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $320 Shares 3,710 Est. Cost $75.31 Unrealized -0.7%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $319 Shares 8,572 Est. Cost $37.23 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $318 Shares 556 Est. Cost $462.33 Unrealized +19.0%
FXL FIRST TRUST TECHNOLOGY 0.0%
Value ($000) $317 Shares 2,353 Est. Cost $107.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $317 Shares 2,449 Est. Cost $116.26 Unrealized -1.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $315 Shares 3,841 Est. Cost $83.54 Unrealized -9.9%
DOV DOVER CORP 0.0%
Value ($000) $310 Shares 1,749 Est. Cost $141.59 Unrealized +11.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $309 Shares 13,804 Est. Cost $17.24 Unrealized +14.6%
VICI VICI PPTYS INC 0.0%
Value ($000) $307 Shares 10,301 Est. Cost $26.85 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $306 Shares 4,871 Est. Cost $74.27 Unrealized -26.2%
BX BLACKSTONE INC 0.0%
Value ($000) $302 Shares 2,302 Est. Cost $81.16 Unrealized +46.3%
ING ING GROEP N.V 0.0%
Value ($000) $301 Shares 18,253 Est. Cost $15.62 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $300 Shares 6,215 Est. Cost $47.87 Unrealized
MET METLIFE INC 0.0%
Value ($000) $299 Shares 4,030 Est. Cost $61.77 Unrealized +6.9%
ARISTA NETWORKS INC 0.0%
Value ($000) $296 Shares 1,020 Est. Cost $171.21 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $296 Shares 13,625 Est. Cost $34.42 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $286 Shares 1,655 Est. Cost $124.75 Unrealized +21.8%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $281 Shares 2,996 Est. Cost $93.71 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $280 Shares 2,876 Est. Cost $90.64 Unrealized -4.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $279 Shares 1,307 Est. Cost $162.29 Unrealized +20.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $278 Shares 5,531 Est. Cost $51.50 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $271 Shares 6,806 Est. Cost $60.37 Unrealized -34.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $265 Shares 3,392 Est. Cost $60.81 Unrealized +12.6%
ALTL PACER FDS TR 0.0%
Value ($000) $263 Shares 7,496 Est. Cost $35.04 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $259 Shares 1,307 Est. Cost $154.48 Unrealized +14.7%
IYW ISHARES TR 0.0%
Value ($000) $256 Shares 1,895 Est. Cost $123.08 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $255 Shares 3,479 Est. Cost $60.01 Unrealized +23.5%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $254 Shares 1,746 Est. Cost $133.36 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $254 Shares 868 Est. Cost $229.89 Unrealized +18.8%
LQD ISHARES TR 0.0%
Value ($000) $248 Shares 2,275 Est. Cost $109.61 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $246 Shares 1,885 Est. Cost $125.14 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $242 Shares 1,820 Est. Cost $118.63 Unrealized +16.0%
WELL WELLTOWER INC 0.0%
Value ($000) $242 Shares 2,585 Est. Cost $73.90 Unrealized +18.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $240 Shares 2,995 Est. Cost $66.73 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $240 Shares 1,987 Est. Cost $83.60 Unrealized +26.5%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $240 Shares 8,211 Est. Cost $23.52 Unrealized +11.2%
IYH ISHARES TR 0.0%
Value ($000) $239 Shares 3,865 Est. Cost $104.13 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $237 Shares 1,249 Est. Cost $136.75 Unrealized +20.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $237 Shares 1,198 Est. Cost $171.00 Unrealized +8.9%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $236 Shares 5,589 Est. Cost $39.73 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $235 Shares 1,517 Est. Cost $137.53 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $235 Shares 2,069 Est. Cost $91.07 Unrealized +9.1%
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value ($000) $229 Shares 1,117 Est. Cost $136.28 Unrealized +43.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $228 Shares 5,324 Est. Cost $38.91 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $225 Shares 3,175 Est. Cost $68.06 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $216 Shares 3,159 Est. Cost $61.00 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $214 Shares 1,313 Est. Cost $162.86 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $212 Shares 995 Est. Cost $191.03 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $211 Shares 3,740 Est. Cost $56.39 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $210 Shares 2,832 Est. Cost $60.07 Unrealized +4.2%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $208 Shares 2,158 Est. Cost $86.08 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $208 Shares 1,185 Est. Cost $116.41 Unrealized 0.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $207 Shares 2,340 Est. Cost $41.60 Unrealized +23.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $206 Shares 1,321 Est. Cost $136.46 Unrealized 0.0%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $205 Shares 1,793 Est. Cost $114.61 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $205 Shares 3,769 Est. Cost $51.91 Unrealized -1.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $204 Shares 891 Est. Cost $228.71 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $203 Shares 1,412 Est. Cost $133.14 Unrealized 0.0%
FNB F N B CORP 0.0%
Value ($000) $169 Shares 11,966 Est. Cost $10.32 Unrealized +22.6%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $169 Shares 10,946 Est. Cost $19.15 Unrealized -29.7%
MPAA MOTORCAR PTS AMER INC 0.0%
Value ($000) $154 Shares 19,169 Est. Cost $8.41 Unrealized +7.1%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $126 Shares 22,806 Est. Cost $5.85 Unrealized