Tradewinds, LLC. Quant / Systematic

CIK: 0001932342 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $359,800 (100.0% shares, 0.0% debt)

Holdings (215)

NVDA NVIDIA CORP 5.7%
Value ($000) $20,623 Shares 154,900 Est. Cost $94.42 Unrealized +45.9%
AAPL APPLE INC 5.3%
Value ($000) $19,013 Shares 81,305 Est. Cost $158.97 Unrealized +47.5%
MSFT MICROSOFT CORP 4.6%
Value ($000) $16,418 Shares 40,043 Est. Cost $417.44 Unrealized +1.2%
AMZN AMAZON COM INC 3.7%
Value ($000) $13,311 Shares 57,404 Est. Cost $160.26 Unrealized +27.7%
JPM JPMORGAN CHASE & CO 3.2%
Value ($000) $11,530 Shares 42,111 Est. Cost $142.49 Unrealized +60.0%
WMT WALMART INC 3.1%
Value ($000) $11,328 Shares 110,758 Est. Cost $62.53 Unrealized +37.2%
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $9,724 Shares 57,786 Est. Cost $157.93 Unrealized +4.9%
BRK/B BERKSHIRE HATHAWAY INC SERIES B NEW 2.5%
Value ($000) $8,953 Shares 19,010 Est. Cost $335.84 Unrealized +37.5%
V VISA INC CLASS A 2.5%
Value ($000) $8,918 Shares 25,508 Est. Cost $232.53 Unrealized +28.3%
MS MORGAN STANLEY & CO 2.3%
Value ($000) $8,343 Shares 60,918 Est. Cost $92.53 Unrealized +29.2%
GOOG ALPHABET INC NON VOTING CAP STK CL C 2.3%
Value ($000) $8,210 Shares 44,013 Est. Cost $108.07 Unrealized +62.6%
DE DEERE & CO 2.1%
Value ($000) $7,514 Shares 15,820 Est. Cost $382.02 Unrealized +8.4%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $7,134 Shares 13,374 Est. Cost $462.94 Unrealized +19.4%
RSG REPUBLIC SVCS INC 1.9%
Value ($000) $6,777 Shares 30,549 Est. Cost $187.13 Unrealized +9.2%
JPST JPMORGAN ETF ULTRA-SHORT INCOME 1.7%
Value ($000) $6,289 Shares 126,630 Est. Cost $50.10 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.7%
Value ($000) $6,254 Shares 30,067 Est. Cost $185.55 Unrealized +9.7%
ITW ILLINOIS TOOL WORKS INC 1.7%
Value ($000) $6,094 Shares 23,700 Est. Cost $238.71 Unrealized +7.8%
ROK ROCKWELL AUTOMATION INC 1.7%
Value ($000) $6,077 Shares 20,036 Est. Cost $263.47 Unrealized +4.8%
GD GENL DYNAMICS CORP 1.5%
Value ($000) $5,559 Shares 21,711 Est. Cost $283.98 Unrealized -0.7%
CL COLGATE-PALMOLIVE CO 1.5%
Value ($000) $5,539 Shares 63,831 Est. Cost $89.75 Unrealized +3.7%
FCNCA FIRST CITIZENS BANCSHARES CLASS A 1.5%
Value ($000) $5,347 Shares 2,473 Est. Cost $2085.37 Unrealized 0.0%
XME SPDR METALS & MINING ETF 1.5%
Value ($000) $5,300 Shares 85,263 Est. Cost $59.37 Unrealized
LLY ELI LILLY & CO 1.4%
Value ($000) $5,042 Shares 5,787 Est. Cost $793.24 Unrealized +3.5%
VTI VANGUARD TOTAL STOCK ETF MARKET ETF 1.2%
Value ($000) $4,275 Shares 14,280 Est. Cost $271.26 Unrealized
VTIP VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD 1.1%
Value ($000) $4,056 Shares 82,833 Est. Cost $48.80 Unrealized
QUAL ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF 1.1%
Value ($000) $3,800 Shares 20,634 Est. Cost $172.95 Unrealized
VOO VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW 1.0%
Value ($000) $3,754 Shares 6,756 Est. Cost $500.11 Unrealized
VGT VANGUARD INFORMATION ETF TECHNOLOGY 1.0%
Value ($000) $3,732 Shares 5,942 Est. Cost $576.58 Unrealized
MTUM ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF 0.9%
Value ($000) $3,321 Shares 14,724 Est. Cost $205.10 Unrealized
AMLP ALPS TR ETF ALERIAN MLP NEW 0.9%
Value ($000) $3,260 Shares 62,666 Est. Cost $48.47 Unrealized
DUK DUKE ENERGY CORP COM NEW 0.8%
Value ($000) $2,986 Shares 25,802 Est. Cost $91.36 Unrealized +19.1%
CAT CATERPILLAR INC 0.8%
Value ($000) $2,983 Shares 8,236 Est. Cost $338.69 Unrealized +12.7%
GOOGL ALPHABET INC VOTING CAP STK CL A 0.8%
Value ($000) $2,882 Shares 15,602 Est. Cost $163.52 Unrealized +6.5%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,754 Shares 17,673 Est. Cost $141.44 Unrealized +5.8%
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND INC NEW 0.6%
Value ($000) $2,322 Shares 47,243 Est. Cost $42.20 Unrealized
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $2,167 Shares 12,239 Est. Cost $174.72 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $2,146 Shares 11,224 Est. Cost $145.47 Unrealized +22.0%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $2,074 Shares 4,922 Est. Cost $374.02 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $1,962 Shares 41,524 Est. Cost $35.56 Unrealized +19.0%
VIG VANGUARD DIVIDEND ETF APPRECIATION 0.5%
Value ($000) $1,767 Shares 8,673 Est. Cost $182.54 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,760 Shares 15,676 Est. Cost $108.60 Unrealized +3.5%
CVX CHEVRON CORPORATION 0.5%
Value ($000) $1,758 Shares 11,122 Est. Cost $148.39 Unrealized -1.9%
PEP PEPSICO INCORPORATED 0.5%
Value ($000) $1,681 Shares 11,600 Est. Cost $162.35 Unrealized -3.6%
AMGN AMGEN INC 0.4%
Value ($000) $1,586 Shares 5,371 Est. Cost $260.69 Unrealized +9.7%
IVV ISHARES CORE S&P 500 ETF S&P 500 INDEX FD 0.4%
Value ($000) $1,576 Shares 2,595 Est. Cost $547.25 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $1,552 Shares 14,050 Est. Cost $69.53 Unrealized +33.0%
IBM INTERNATIONAL BUSINESS MACHINE CORP 0.4%
Value ($000) $1,529 Shares 5,998 Est. Cost $166.53 Unrealized +29.9%
IHI ISHARES ETF U.S. MEDICAL DEVICES 0.4%
Value ($000) $1,434 Shares 22,667 Est. Cost $63.24 Unrealized
FNB FNB CORP PA 0.4%
Value ($000) $1,404 Shares 89,609 Est. Cost $12.78 Unrealized +15.8%
XLE ENERGY SELECT ETF SECTOR SPDR 0.4%
Value ($000) $1,387 Shares 15,136 Est. Cost $91.07 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,381 Shares 4,466 Est. Cost $255.04 Unrealized +13.8%
VYM VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF 0.4%
Value ($000) $1,377 Shares 10,309 Est. Cost $119.10 Unrealized
PULS PGIM ETF TRUST ETF ULTRA SHORT BD 0.4%
Value ($000) $1,287 Shares 25,942 Est. Cost $49.64 Unrealized
GBIL GOLDMAN SACHS ACCESS ETF TREASURY 0-1 YEAR 0.4%
Value ($000) $1,271 Shares 12,715 Est. Cost $99.96 Unrealized
GLD SPDR GOLD TRUST ETF 0.3%
Value ($000) $1,239 Shares 4,624 Est. Cost $247.43 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $1,235 Shares 8,674 Est. Cost $95.03 Unrealized +35.4%
D DOMINION ENERGY INC 0.3%
Value ($000) $1,226 Shares 22,228 Est. Cost $48.54 Unrealized +11.3%
AVGO BROADCOM INC 0.3%
Value ($000) $1,173 Shares 4,959 Est. Cost $153.56 Unrealized +19.1%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,171 Shares 25,016 Est. Cost $31.96 Unrealized +34.0%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $1,168 Shares 13,540 Est. Cost $106.71 Unrealized -7.5%
BND VANGUARD TOTAL BOND ETF MARKET 0.3%
Value ($000) $1,152 Shares 15,944 Est. Cost $72.05 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1,024 Shares 16,392 Est. Cost $44.96 Unrealized +23.2%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $1,018 Shares 967 Est. Cost $711.72 Unrealized +29.6%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,010 Shares 9,071 Est. Cost $160.31 Unrealized -10.2%
TRV TRAVELERS COS INC/ THE 0.3%
Value ($000) $1,002 Shares 4,164 Est. Cost $244.86 Unrealized 0.0%
RY ROYAL BANK CANADA MONTREAL QUE 0.3%
Value ($000) $973 Shares 8,235 Est. Cost $102.84 Unrealized +20.0%
SO SOUTHERN COMPANY 0.3%
Value ($000) $972 Shares 11,358 Est. Cost $71.79 Unrealized +17.7%
VCR VANGUARD CONSUMER ETF DISCRETONARY 0.3%
Value ($000) $932 Shares 2,490 Est. Cost $312.32 Unrealized
PANW PALO ALTO NETWORKS 0.3%
Value ($000) $914 Shares 4,680 Est. Cost $169.56 Unrealized +11.4%
T AT & T INC 0.2%
Value ($000) $878 Shares 34,939 Est. Cost $16.16 Unrealized +33.1%
VBR VANGUARD SMALL CAP V ETF ETF 0.2%
Value ($000) $870 Shares 4,286 Est. Cost $190.63 Unrealized
OKLO OKLO INC CL A 0.2%
Value ($000) $860 Shares 17,045 Est. Cost $19.38 Unrealized 0.0%
KO COCA-COLA COMPANY 0.2%
Value ($000) $855 Shares 12,765 Est. Cost $58.89 Unrealized +7.1%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $854 Shares 2,796 Est. Cost $216.35 Unrealized +33.1%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $850 Shares 3,762 Est. Cost $146.67 Unrealized +43.9%
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $849 Shares 5,740 Est. Cost $91.75 Unrealized +31.4%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $838 Shares 6,657 Est. Cost $107.47 Unrealized +10.7%
GDX VANECK GOLD MINERS ETF 0.2%
Value ($000) $837 Shares 20,449 Est. Cost $40.93 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value ($000) $827 Shares 8,171 Est. Cost $82.03 Unrealized +13.5%
HD HOME DEPOT INC 0.2%
Value ($000) $825 Shares 1,992 Est. Cost $329.76 Unrealized +20.5%
CVRX CVRX INC 0.2%
Value ($000) $806 Shares 54,836 Est. Cost $12.34 Unrealized 0.0%
VXF VANGUARD EXTENDED ETF MARKET 0.2%
Value ($000) $805 Shares 4,067 Est. Cost $168.95 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $789 Shares 11,282 Est. Cost $70.17 Unrealized +6.9%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $782 Shares 5,962 Est. Cost $100.59 Unrealized +12.7%
USMV ISHARES EDGE MSCI ETF MIN VOL USA ETF 0.2%
Value ($000) $778 Shares 8,375 Est. Cost $83.96 Unrealized
MPC MARATHON PETROLEUM CORP 0.2%
Value ($000) $764 Shares 4,902 Est. Cost $179.57 Unrealized -17.1%
JEPI JPMORGAN EQUITY TR ETF PREMIUM INCOME FD 0.2%
Value ($000) $760 Shares 12,863 Est. Cost $57.22 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $755 Shares 18,703 Est. Cost $34.14 Unrealized +15.4%
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $741 Shares 6,681 Est. Cost $117.15 Unrealized +5.1%
PSX PHILLIPS 66 0.2%
Value ($000) $720 Shares 5,557 Est. Cost $139.62 Unrealized -12.6%
HELO JPMORGAN TR HEDGED ETF EQUITY LADDERED OVERLAY 0.2%
Value ($000) $718 Shares 11,400 Est. Cost $62.98 Unrealized
AGG ISHARES CORE U.S. ETF AGGREGATE BOND 0.2%
Value ($000) $703 Shares 7,223 Est. Cost $97.07 Unrealized
VV VANGUARD LRG CAP ETF 0.2%
Value ($000) $702 Shares 2,519 Est. Cost $249.61 Unrealized
RTX RTX CORP 0.2%
Value ($000) $696 Shares 5,403 Est. Cost $93.62 Unrealized +26.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $688 Shares 6,151 Est. Cost $78.06 Unrealized +20.4%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $684 Shares 8,570 Est. Cost $56.87 Unrealized +17.2%
CSX CSX CORP 0.2%
Value ($000) $652 Shares 19,712 Est. Cost $33.12 Unrealized +1.7%
IEO ISHARES ETF U.S. OIL&GAS EXPLORATION AND PRODUCTION 0.2%
Value ($000) $649 Shares 6,690 Est. Cost $99.52 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.2%
Value ($000) $642 Shares 7,235 Est. Cost $58.38 Unrealized +46.9%
VOOG VANGUARD S&P 500 ETF GROWTH 0.2%
Value ($000) $640 Shares 1,688 Est. Cost $337.00 Unrealized
BLK BLACKROCK INC COM NEW 0.2%
Value ($000) $633 Shares 646 Est. Cost $991.05 Unrealized 0.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $627 Shares 6,310 Est. Cost $73.92 Unrealized +31.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $625 Shares 2,537 Est. Cost $230.22 Unrealized 0.0%
CIEN CIENA CORP 0.2%
Value ($000) $610 Shares 6,954 Est. Cost $52.28 Unrealized +37.3%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $608 Shares 7,161 Est. Cost $44.78 Unrealized +68.6%
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $601 Shares 835 Est. Cost $584.74 Unrealized 0.0%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $601 Shares 2,340 Est. Cost $261.54 Unrealized 0.0%
SMH VANECK VECTORS TR ETF SEMICONDUCTOR ETF 0.2%
Value ($000) $592 Shares 2,367 Est. Cost $16435.89 Unrealized
JMST JPMORGAN ETF ULTRA SHORT MUNCIPAL INCOME 0.2%
Value ($000) $589 Shares 11,600 Est. Cost $50.81 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $580 Shares 3,546 Est. Cost $188.45 Unrealized -9.3%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $577 Shares 16,468 Est. Cost $34.65 Unrealized +15.4%
COPX GLOBAL X COPPER ETF MINERS 0.2%
Value ($000) $551 Shares 13,672 Est. Cost $45.11 Unrealized
VXUS VANGUARD TOTAL INTL ETF STOCK INDEX FUND 0.1%
Value ($000) $540 Shares 8,721 Est. Cost $60.44 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $532 Shares 9,900 Est. Cost $40.28 Unrealized +21.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $528 Shares 3,991 Est. Cost $125.29 Unrealized +3.8%
UPS UNITED PARCEL SERVICE-B 0.1%
Value ($000) $521 Shares 4,573 Est. Cost $129.68 Unrealized -5.7%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $509 Shares 5,733 Est. Cost $88.78 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $504 Shares 3,782 Est. Cost $109.27 Unrealized +12.9%
INTU INTUIT INC 0.1%
Value ($000) $495 Shares 838 Est. Cost $614.24 Unrealized +3.3%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $489 Shares 1,825 Est. Cost $266.00 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $476 Shares 4,620 Est. Cost $106.42 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $464 Shares 10,301 Est. Cost $32.52 Unrealized +20.6%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $464 Shares 4,415 Est. Cost $112.79 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $454 Shares 1,010 Est. Cost $441.57 Unrealized +19.4%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.1%
Value ($000) $453 Shares 2,166 Est. Cost $174.20 Unrealized
MRSH MARSH AND MC LENNAN COMPANIES INC 0.1%
Value ($000) $450 Shares 1,978 Est. Cost $200.17 Unrealized +8.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $450 Shares 4,696 Est. Cost $63.13 Unrealized +37.8%
HRB H & R BLOCK INC 0.1%
Value ($000) $449 Shares 8,581 Est. Cost $33.91 Unrealized +67.1%
BX BLACKSTONE GROUP INC COM 0.1%
Value ($000) $447 Shares 2,723 Est. Cost $168.78 Unrealized 0.0%
AEE AMEREN CORP 0.1%
Value ($000) $437 Shares 4,484 Est. Cost $86.51 Unrealized 0.0%
DNP SELECT INCOME FD 0.1%
Value ($000) $412 Shares 43,449 Est. Cost $8.22 Unrealized
IJH ISHARES CORE S&P MID ETF ETF 0.1%
Value ($000) $411 Shares 6,452 Est. Cost $58.52 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $410 Shares 2,383 Est. Cost $159.52 Unrealized 0.0%
DOV DOVER CORP COMMON 0.1%
Value ($000) $409 Shares 2,027 Est. Cost $193.06 Unrealized 0.0%
IVW ISHARES S&P 500 ETF GROWTH 0.1%
Value ($000) $408 Shares 3,877 Est. Cost $105.18 Unrealized
STWD STARWOOD PROPERTY TR INC 0.1%
Value ($000) $403 Shares 20,500 Est. Cost $19.33 Unrealized
PPG P P G INDUSTRIES INC 0.1%
Value ($000) $392 Shares 3,413 Est. Cost $121.53 Unrealized 0.0%
IWM ISHARES ETF RUSSELL 2000 0.1%
Value ($000) $390 Shares 1,729 Est. Cost $202.92 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $385 Shares 2,949 Est. Cost $146.67 Unrealized -6.8%
TKNO ALPHA TEKNOVA INC 0.1%
Value ($000) $383 Shares 43,550 Est. Cost $6.96 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $377 Shares 1,006 Est. Cost $406.48 Unrealized -4.7%
CTVA CORTEVA INC 0.1%
Value ($000) $376 Shares 5,986 Est. Cost $55.74 Unrealized +4.8%
NOTV INOTIV INC 0.1%
Value ($000) $374 Shares 99,186 Est. Cost $3.01 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $373 Shares 1,878 Est. Cost $189.31 Unrealized 0.0%
C CITIGROUP INC NEW 0.1%
Value ($000) $367 Shares 4,525 Est. Cost $58.77 Unrealized +11.2%
MMM 3M CO 0.1%
Value ($000) $364 Shares 2,434 Est. Cost $83.28 Unrealized +54.1%
ITOT ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF 0.1%
Value ($000) $364 Shares 2,739 Est. Cost $120.25 Unrealized
IWF ISHARES ETF RUSSELL 1000 GROWTH 0.1%
Value ($000) $359 Shares 873 Est. Cost $410.97 Unrealized
ACN ACCENTURE PLC IRELAND SHARES CLASS A 0.1%
Value ($000) $357 Shares 926 Est. Cost $304.64 Unrealized +16.4%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $337 Shares 6,607 Est. Cost $62.23 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $335 Shares 3,273 Est. Cost $102.31 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY LTD 0.1%
Value ($000) $326 Shares 4,169 Est. Cost $80.20 Unrealized -4.7%
FUL FULLER H B CO 0.1%
Value ($000) $318 Shares 5,217 Est. Cost $75.84 Unrealized -3.0%
SYY SYSCO CORPORATION 0.1%
Value ($000) $311 Shares 4,405 Est. Cost $71.35 Unrealized +3.6%
DXCM DEXCOM INC 0.1%
Value ($000) $310 Shares 3,577 Est. Cost $74.04 Unrealized 0.0%
XSD SPDR S&P SEMICONDCTR ETF 0.1%
Value ($000) $309 Shares 1,295 Est. Cost $238.52 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $306 Shares 5,536 Est. Cost $51.72 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $298 Shares 2,200 Est. Cost $164.34 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $298 Shares 2,457 Est. Cost $141.02 Unrealized -14.8%
IXUS ISHARES CORE MSCI ETF TOTAL INTL STK ETF 0.1%
Value ($000) $294 Shares 4,230 Est. Cost $68.22 Unrealized
IVE ISHARES S&P500 VALUE ETF 0.1%
Value ($000) $290 Shares 1,478 Est. Cost $195.91 Unrealized
QTEC FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND 0.1%
Value ($000) $287 Shares 1,419 Est. Cost $202.37 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $285 Shares 1,800 Est. Cost $172.88 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $283 Shares 5,042 Est. Cost $52.58 Unrealized 0.0%
AIRS AIRSCULPT TECHNOLOGIES INC 0.1%
Value ($000) $279 Shares 52,197 Est. Cost $6.14 Unrealized 0.0%
SKYY FIRST TRUST CLOUD ETF COMPUTING ETF 0.1%
Value ($000) $278 Shares 2,149 Est. Cost $129.29 Unrealized
LQD ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD 0.1%
Value ($000) $275 Shares 2,563 Est. Cost $107.12 Unrealized
ZS ZSCALER INC 0.1%
Value ($000) $273 Shares 1,304 Est. Cost $193.56 Unrealized 0.0%
SLG SL GREEN RLTY CORP PAR$ 0.1%
Value ($000) $272 Shares 4,250 Est. Cost $64.10 Unrealized
VLO VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) 0.1%
Value ($000) $269 Shares 1,966 Est. Cost $153.50 Unrealized -15.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $268 Shares 1,051 Est. Cost $248.46 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $267 Shares 8,046 Est. Cost $33.15 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $265 Shares 471 Est. Cost $514.68 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $261 Shares 4,995 Est. Cost $46.35 Unrealized 0.0%
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $260 Shares 944 Est. Cost $242.10 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $258 Shares 4,307 Est. Cost $63.61 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $256 Shares 1,113 Est. Cost $204.14 Unrealized 0.0%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $254 Shares 1,318 Est. Cost $198.35 Unrealized 0.0%
CI THE CIGNA GROUP 0.1%
Value ($000) $251 Shares 858 Est. Cost $334.24 Unrealized -6.8%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $251 Shares 1,419 Est. Cost $175.85 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $251 Shares 2,605 Est. Cost $87.77 Unrealized +8.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $249 Shares 1,482 Est. Cost $125.21 Unrealized +21.9%
RSP INVESCO TR ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $248 Shares 1,375 Est. Cost $180.26 Unrealized
COIN COINBASE GLOBAL INC CL A 0.1%
Value ($000) $245 Shares 919 Est. Cost $253.86 Unrealized 0.0%
LH LABCORP HOLDINGS INC COM 0.1%
Value ($000) $244 Shares 998 Est. Cost $226.47 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $241 Shares 618 Est. Cost $366.32 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $240 Shares 2,552 Est. Cost $121.25 Unrealized -16.5%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $240 Shares 9,377 Est. Cost $24.77 Unrealized +1.4%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $240 Shares 2,387 Est. Cost $97.31 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $237 Shares 1,146 Est. Cost $234.55 Unrealized 0.0%
EVRG EVERGY INC 0.1%
Value ($000) $236 Shares 3,598 Est. Cost $59.13 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $234 Shares 1,286 Est. Cost $179.18 Unrealized 0.0%
ICE INTERCONTINENTAL EXCH EXCHANGE 0.1%
Value ($000) $231 Shares 1,394 Est. Cost $156.24 Unrealized 0.0%
KVUE KENVUE INC 0.1%
Value ($000) $230 Shares 11,039 Est. Cost $20.78 Unrealized +4.3%
NOC NORTHROP GRUMMAN CORP NEW 0.1%
Value ($000) $228 Shares 482 Est. Cost $492.97 Unrealized 0.0%
AMSC AMERICAN SUPERCONDUCTOR CORP NEW SHS 0.1%
Value ($000) $225 Shares 7,131 Est. Cost $27.58 Unrealized 0.0%
GE GE AEROSPACE NEW 0.1%
Value ($000) $224 Shares 1,079 Est. Cost $177.15 Unrealized 0.0%
LIN LINDE PLC NEW 0.1%
Value ($000) $221 Shares 480 Est. Cost $448.71 Unrealized 0.0%
VEA VANGUARD FTSE ETF DEVELOPED MARKETS ETF 0.1%
Value ($000) $221 Shares 4,361 Est. Cost $49.42 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $219 Shares 1,683 Est. Cost $164.94 Unrealized 0.0%
IONQ IONQ INC 0.1%
Value ($000) $215 Shares 5,484 Est. Cost $25.08 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $214 Shares 1,186 Est. Cost $193.15 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $209 Shares 1,022 Est. Cost $216.79 Unrealized 0.0%
JEPQ JPMORGAN TR NASDAQ ETF NASDAQ EQUITY PREM INCOME 0.1%
Value ($000) $209 Shares 3,629 Est. Cost $57.64 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $206 Shares 4,439 Est. Cost $44.38 Unrealized +16.6%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $202 Shares 759 Est. Cost $265.84 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $201 Shares 6,728 Est. Cost $30.08 Unrealized 0.0%
UNILEVER PLC SPONS ADR 0.1%
Value ($000) $200 Shares 3,408 Est. Cost $58.77 Unrealized
INVESCO VALUE MUNICIPAL INCOME TRUST 0.0%
Value ($000) $176 Shares 14,361 Est. Cost $12.36 Unrealized
AMCOR PLC ORD USD 0.01 0.0%
Value ($000) $175 Shares 17,441 Est. Cost $10.14 Unrealized -0.4%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.0%
Value ($000) $160 Shares 14,035 Est. Cost $10.96 Unrealized 0.0%
NUVEEN AMT FREE QUALITY MUNI INCOME FUND 0.0%
Value ($000) $142 Shares 12,262 Est. Cost $11.46 Unrealized
MFS MULTIMARKET INCOME TR SBI 0.0%
Value ($000) $87 Shares 18,325 Est. Cost $4.68 Unrealized
UA UNDER ARMOUR INC CLASS C 0.0%
Value ($000) $79 Shares 12,000 Est. Cost $6.62 Unrealized +26.0%
STIM NEURONETICS INC 0.0%
Value ($000) $78 Shares 20,000 Est. Cost $1.04 Unrealized 0.0%