TRANSATLANTIQUE PRIVATE WEALTH LLC Diversified Active

CIK: 0001935000 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $305,667 (100.0% shares, 0.0% debt)

Holdings (212)

MSFT MICROSOFT CORP 4.7%
Value ($000) $14,473 Shares 27,943 Est. Cost $262.57 Unrealized +93.7%
AAPL APPLE INC 3.2%
Value ($000) $9,660 Shares 37,939 Est. Cost $149.88 Unrealized +50.5%
VGT VANGUARD WORLD FDS 3.0%
Value ($000) $9,062 Shares 12,137 Est. Cost $605.65 Unrealized
IUSG ISHARES TR 2.4%
Value ($000) $7,405 Shares 45,002 Est. Cost $111.99 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $7,291 Shares 29,993 Est. Cost $169.25 Unrealized +23.6%
AZN ASTRAZENECA PLC 2.3%
Value ($000) $7,109 Shares 47,410 Est. Cost $149.95 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $6,030 Shares 27,464 Est. Cost $156.78 Unrealized +44.4%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $5,510 Shares 17,467 Est. Cost $120.61 Unrealized +145.4%
VCIT VANGUARD SCOTTSDALE FDS 1.7%
Value ($000) $5,286 Shares 62,844 Est. Cost $83.64 Unrealized
IGIB ISHARES TR 1.7%
Value ($000) $5,273 Shares 97,478 Est. Cost $51.91 Unrealized
SPIB SPDR SER TR 1.7%
Value ($000) $5,214 Shares 153,854 Est. Cost $32.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.6%
Value ($000) $4,791 Shares 17,155 Est. Cost $90.65 Unrealized
PRCT PROCEPT BIOROBOTICS CORP 1.4%
Value ($000) $4,227 Shares 118,436 Est. Cost $59.47 Unrealized -23.2%
GOOG ALPHABET INC 1.4%
Value ($000) $4,157 Shares 17,069 Est. Cost $152.67 Unrealized +37.5%
XLC SELECT SECTOR SPDR TR 1.3%
Value ($000) $4,029 Shares 34,038 Est. Cost $82.94 Unrealized
TMUS T MOBILE US INC 1.3%
Value ($000) $3,906 Shares 16,319 Est. Cost $132.82 Unrealized +80.9%
AVGO BROADCOM INC 1.2%
Value ($000) $3,750 Shares 11,368 Est. Cost $151.37 Unrealized +102.0%
META META PLATFORMS INC 1.2%
Value ($000) $3,734 Shares 5,084 Est. Cost $249.03 Unrealized +198.5%
VFH VANGUARD WORLD FDS 1.2%
Value ($000) $3,687 Shares 28,097 Est. Cost $115.82 Unrealized
IYC ISHARES TR 1.2%
Value ($000) $3,625 Shares 34,588 Est. Cost $82.22 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $3,339 Shares 8,241 Est. Cost $277.98 Unrealized +40.0%
SPOT SPOTIFY TECHNOLOGY S A 1.1%
Value ($000) $3,293 Shares 4,718 Est. Cost $118.86 Unrealized +488.3%
PAVE GLOBAL X FDS 1.0%
Value ($000) $3,027 Shares 63,552 Est. Cost $37.35 Unrealized
IXJ ISHARES TR 1.0%
Value ($000) $2,966 Shares 33,468 Est. Cost $86.11 Unrealized
DE DEERE & CO 1.0%
Value ($000) $2,930 Shares 6,408 Est. Cost $389.24 Unrealized +25.8%
NFLX NETFLIX INC 0.9%
Value ($000) $2,755 Shares 2,298 Est. Cost $52.66 Unrealized +131.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,714 Shares 5,398 Est. Cost $312.47 Unrealized +55.0%
TPR TAPESTRY INC 0.9%
Value ($000) $2,697 Shares 23,825 Est. Cost $32.14 Unrealized +223.6%
PGX INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $2,537 Shares 218,692 Est. Cost $12.87 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $2,461 Shares 5,074 Est. Cost $542.24 Unrealized -14.3%
MCK MCKESSON CORP 0.8%
Value ($000) $2,453 Shares 3,175 Est. Cost $416.84 Unrealized +68.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.8%
Value ($000) $2,362 Shares 3,963 Est. Cost $426.84 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $2,361 Shares 12,652 Est. Cost $122.52 Unrealized +42.3%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.8%
Value ($000) $2,311 Shares 9,791 Est. Cost $61.71 Unrealized +175.0%
UBS UBS GROUP AG 0.7%
Value ($000) $2,286 Shares 56,008 Est. Cost $27.48 Unrealized +41.3%
ORCL ORACLE CORP 0.7%
Value ($000) $2,236 Shares 7,950 Est. Cost $131.54 Unrealized +93.2%
USIG ISHARES TR 0.7%
Value ($000) $2,218 Shares 42,467 Est. Cost $52.39 Unrealized
SPBO SPDR SER TR 0.7%
Value ($000) $2,209 Shares 74,566 Est. Cost $29.87 Unrealized
IEUR ISHARES TR 0.7%
Value ($000) $2,195 Shares 32,227 Est. Cost $61.20 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $2,129 Shares 3,743 Est. Cost $516.28 Unrealized +11.1%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.7%
Value ($000) $2,118 Shares 7,507 Est. Cost $128.42 Unrealized +102.1%
BAC BANK AMER CORP 0.7%
Value ($000) $2,101 Shares 40,720 Est. Cost $39.35 Unrealized +22.9%
DEO DIAGEO PLC 0.7%
Value ($000) $2,090 Shares 85,950 Est. Cost $24.32 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,046 Shares 27,845 Est. Cost $65.36 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $1,984 Shares 5,974 Est. Cost $166.94 Unrealized +89.6%
IOO ISHARES TR 0.6%
Value ($000) $1,817 Shares 15,137 Est. Cost $98.58 Unrealized
CACI CACI INTL INC 0.6%
Value ($000) $1,801 Shares 3,611 Est. Cost $280.53 Unrealized +72.3%
IGSB ISHARES TR 0.6%
Value ($000) $1,777 Shares 33,515 Est. Cost $51.73 Unrealized
C CITIGROUP INC 0.6%
Value ($000) $1,764 Shares 17,384 Est. Cost $46.76 Unrealized +101.3%
WMB WILLIAMS COS INC 0.6%
Value ($000) $1,742 Shares 27,498 Est. Cost $31.34 Unrealized +84.5%
WAB WABTEC 0.6%
Value ($000) $1,723 Shares 8,593 Est. Cost $97.92 Unrealized +101.2%
KLAC KLA CORP 0.6%
Value ($000) $1,696 Shares 1,572 Est. Cost $328.84 Unrealized +182.9%
EXPE EXPEDIA GROUP INC 0.5%
Value ($000) $1,678 Shares 7,848 Est. Cost $127.33 Unrealized +57.3%
TEL TE CONNECTIVITY PLC 0.5%
Value ($000) $1,662 Shares 7,569 Est. Cost $150.83 Unrealized +32.6%
ECL ECOLAB INC 0.5%
Value ($000) $1,606 Shares 5,865 Est. Cost $159.75 Unrealized +69.2%
ABT ABBOTT LABS 0.5%
Value ($000) $1,584 Shares 11,824 Est. Cost $108.10 Unrealized +20.8%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,495 Shares 15,258 Est. Cost $82.18 Unrealized +13.8%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,464 Shares 3,009 Est. Cost $359.92 Unrealized +48.3%
CB CHUBB LIMITED 0.5%
Value ($000) $1,459 Shares 5,252 Est. Cost $196.45 Unrealized +40.1%
SNPS SYNOPSYS INC 0.5%
Value ($000) $1,432 Shares 2,902 Est. Cost $483.21 Unrealized +17.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,374 Shares 11,999 Est. Cost $105.92 Unrealized +10.4%
WMT WALMART INC 0.4%
Value ($000) $1,367 Shares 13,262 Est. Cost $57.98 Unrealized +71.1%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,342 Shares 16,786 Est. Cost $79.47 Unrealized
ALLE ALLEGION PLC 0.4%
Value ($000) $1,333 Shares 7,517 Est. Cost $106.78 Unrealized +54.7%
URI UNITED RENTALS INC 0.4%
Value ($000) $1,322 Shares 1,385 Est. Cost $505.41 Unrealized +75.8%
IEF ISHARES TR 0.4%
Value ($000) $1,300 Shares 13,479 Est. Cost $96.46 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,295 Shares 27,572 Est. Cost $53.22 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $1,294 Shares 4,403 Est. Cost $212.77 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.4%
Value ($000) $1,292 Shares 17,350 Est. Cost $74.85 Unrealized +1.9%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $1,273 Shares 6,512 Est. Cost $99.77 Unrealized +90.8%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $1,271 Shares 2,779 Est. Cost $230.25 Unrealized +94.7%
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $1,241 Shares 4,171 Est. Cost $269.75 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,217 Shares 5,255 Est. Cost $145.92 Unrealized +38.4%
ITT ITT INC 0.4%
Value ($000) $1,161 Shares 6,496 Est. Cost $71.25 Unrealized +135.5%
PFF ISHARES TR 0.4%
Value ($000) $1,154 Shares 36,483 Est. Cost $31.48 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $1,135 Shares 1,172 Est. Cost $680.63 Unrealized
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $1,128 Shares 3,228 Est. Cost $222.38 Unrealized +54.4%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,126 Shares 7,329 Est. Cost $145.03 Unrealized +6.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,124 Shares 6,063 Est. Cost $155.91 Unrealized +8.7%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $1,118 Shares 207 Est. Cost $2254.42 Unrealized +146.8%
JMBS JANUS DETROIT STR TR 0.4%
Value ($000) $1,112 Shares 24,355 Est. Cost $45.21 Unrealized
NTRA NATERA INC 0.4%
Value ($000) $1,093 Shares 6,791 Est. Cost $149.39 Unrealized +5.9%
MRK MERCK & CO INC 0.4%
Value ($000) $1,079 Shares 12,853 Est. Cost $81.41 Unrealized -0.5%
G GENPACT LIMITED 0.3%
Value ($000) $1,053 Shares 25,132 Est. Cost $41.14 Unrealized +6.5%
RING ISHARES INC 0.3%
Value ($000) $1,034 Shares 15,983 Est. Cost $64.71 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.3%
Value ($000) $1,034 Shares 6,136 Est. Cost $116.99 Unrealized +51.9%
PWR QUANTA SVCS INC 0.3%
Value ($000) $1,030 Shares 2,485 Est. Cost $305.65 Unrealized +27.1%
ZTS ZOETIS INC 0.3%
Value ($000) $1,025 Shares 7,007 Est. Cost $166.40 Unrealized -9.5%
SSD SIMPSON MFG INC 0.3%
Value ($000) $1,009 Shares 6,026 Est. Cost $99.70 Unrealized +78.9%
CAE CAE INC 0.3%
Value ($000) $1,000 Shares 33,748 Est. Cost $23.46 Unrealized +19.9%
RPM RPM INTL INC 0.3%
Value ($000) $990 Shares 8,399 Est. Cost $84.03 Unrealized +42.8%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $990 Shares 36,260 Est. Cost $37.50 Unrealized
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $986 Shares 4,611 Est. Cost $256.42 Unrealized
DKNG DRAFTKINGS INC NEW 0.3%
Value ($000) $985 Shares 26,346 Est. Cost $40.87 Unrealized +8.5%
BLK BLACKROCK INC 0.3%
Value ($000) $944 Shares 810 Est. Cost $990.75 Unrealized +11.9%
MDT MEDTRONIC PLC 0.3%
Value ($000) $932 Shares 9,782 Est. Cost $85.36 Unrealized +6.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $917 Shares 15,388 Est. Cost $62.23 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $902 Shares 5,672 Est. Cost $75.53 Unrealized +93.9%
V VISA INC 0.3%
Value ($000) $900 Shares 2,636 Est. Cost $210.39 Unrealized +64.0%
IJR ISHARES TR 0.3%
Value ($000) $891 Shares 7,500 Est. Cost $96.95 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $873 Shares 2,389 Est. Cost $225.23 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $872 Shares 3,678 Est. Cost $174.24 Unrealized +44.3%
LIN LINDE PLC 0.3%
Value ($000) $858 Shares 1,807 Est. Cost $450.30 Unrealized +4.5%
WPM WHEATON PRECIOUS METAL CORP 0.3%
Value ($000) $851 Shares 7,613 Est. Cost $42.97 Unrealized +127.4%
BE BLOOM ENERGY CORP 0.3%
Value ($000) $826 Shares 9,763 Est. Cost $19.36 Unrealized +139.9%
LOW LOWES COS INC 0.3%
Value ($000) $816 Shares 3,248 Est. Cost $179.85 Unrealized +35.8%
TJX TJX COS INC NEW 0.3%
Value ($000) $802 Shares 5,550 Est. Cost $132.28 Unrealized 0.0%
HUBB HUBBELL INC 0.3%
Value ($000) $777 Shares 1,806 Est. Cost $182.32 Unrealized +134.9%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $770 Shares 14,300 Est. Cost $34.03 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $768 Shares 9,891 Est. Cost $80.11 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $766 Shares 3,117 Est. Cost $214.65 Unrealized +11.3%
FLUT FLUTTER ENTMT PLC 0.2%
Value ($000) $751 Shares 2,956 Est. Cost $259.01 Unrealized +13.0%
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $750 Shares 14,777 Est. Cost $50.72 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $742 Shares 2,628 Est. Cost $229.62 Unrealized +24.8%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.2%
Value ($000) $737 Shares 5,720 Est. Cost $130.83 Unrealized +3.7%
ICLR ICON PLC 0.2%
Value ($000) $720 Shares 4,114 Est. Cost $222.75 Unrealized -24.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $709 Shares 1,065 Est. Cost $410.50 Unrealized
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $707 Shares 7,163 Est. Cost $48.34 Unrealized +78.9%
IWO ISHARES TR 0.2%
Value ($000) $704 Shares 2,200 Est. Cost $226.82 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $703 Shares 1,667 Est. Cost $145.52 Unrealized +193.2%
TECB ISHARES TR 0.2%
Value ($000) $689 Shares 11,412 Est. Cost $51.78 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $685 Shares 2,778 Est. Cost $283.09 Unrealized -7.9%
CF CF INDS HLDG INC 0.2%
Value ($000) $681 Shares 7,595 Est. Cost $89.74 Unrealized -1.5%
ETN EATON CORP PLC 0.2%
Value ($000) $676 Shares 1,806 Est. Cost $138.13 Unrealized +163.0%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $670 Shares 2,920 Est. Cost $202.77 Unrealized +15.0%
FWONK LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $657 Shares 6,291 Est. Cost $61.70 Unrealized
EPAM EPAM SYS INC 0.2%
Value ($000) $652 Shares 4,327 Est. Cost $276.68 Unrealized -40.7%
VMC VULCAN MATLS CO 0.2%
Value ($000) $648 Shares 2,108 Est. Cost $252.05 Unrealized +12.4%
WRB BERKLEY W R CORP 0.2%
Value ($000) $644 Shares 8,400 Est. Cost $51.97 Unrealized +34.7%
MDB MONGODB INC 0.2%
Value ($000) $638 Shares 2,057 Est. Cost $262.82 Unrealized -2.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $637 Shares 3,467 Est. Cost $155.10 Unrealized +24.6%
ESAB ESAB CORPORATION 0.2%
Value ($000) $633 Shares 5,669 Est. Cost $41.41 Unrealized +186.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $632 Shares 1,793 Est. Cost $449.97 Unrealized -20.3%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $618 Shares 3,034 Est. Cost $185.70 Unrealized +3.1%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $607 Shares 23,037 Est. Cost $17.59 Unrealized +45.2%
DHR DANAHER CORPORATION 0.2%
Value ($000) $604 Shares 3,048 Est. Cost $221.66 Unrealized -10.5%
SPTS SPDR SER TR 0.2%
Value ($000) $602 Shares 20,527 Est. Cost $29.24 Unrealized
CRH CRH PLC 0.2%
Value ($000) $598 Shares 5,000 Est. Cost $88.49 Unrealized +19.3%
NOW SERVICENOW INC 0.2%
Value ($000) $595 Shares 647 Est. Cost $200.13 Unrealized -6.7%
GDXJ VANECK ETF TRUST 0.2%
Value ($000) $588 Shares 5,937 Est. Cost $59.97 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $562 Shares 8,607 Est. Cost $98.07 Unrealized
AM ANTERO MIDSTREAM CORP 0.2%
Value ($000) $549 Shares 28,226 Est. Cost $11.46 Unrealized +53.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $548 Shares 7,265 Est. Cost $78.82 Unrealized -13.9%
NVR NVR INC 0.2%
Value ($000) $546 Shares 68 Est. Cost $4507.35 Unrealized +76.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $537 Shares 580 Est. Cost $515.56 Unrealized +85.6%
AIQ GLOBAL X FDS ARTIFICIAL 0.2%
Value ($000) $525 Shares 10,622 Est. Cost $37.29 Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $524 Shares 3,132 Est. Cost $147.35 Unrealized +18.9%
TREX TREX CO INC 0.2%
Value ($000) $522 Shares 10,110 Est. Cost $63.08 Unrealized -3.4%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $522 Shares 6,640 Est. Cost $53.79 Unrealized +47.1%
USFD US FOODS HLDG CORP 0.2%
Value ($000) $512 Shares 6,687 Est. Cost $69.77 Unrealized +13.9%
NOVT NOVANTA INC 0.2%
Value ($000) $504 Shares 5,035 Est. Cost $128.13 Unrealized -7.1%
BIL SPDR SER TR 0.2%
Value ($000) $499 Shares 5,443 Est. Cost $91.62 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $493 Shares 630 Est. Cost $658.69 Unrealized +17.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $486 Shares 4,312 Est. Cost $84.81 Unrealized +29.3%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $466 Shares 6,340 Est. Cost $73.46 Unrealized
POST POST HOLDINGS INC 0.2%
Value ($000) $464 Shares 4,320 Est. Cost $83.90 Unrealized +27.9%
MET METLIFE INC 0.2%
Value ($000) $463 Shares 5,622 Est. Cost $80.30 Unrealized -3.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $463 Shares 6,768 Est. Cost $42.35 Unrealized +59.1%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $461 Shares 2,578 Est. Cost $132.23 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $461 Shares 786 Est. Cost $428.77 Unrealized +27.7%
DNOW DNOW INC 0.1%
Value ($000) $458 Shares 30,044 Est. Cost $11.24 Unrealized +34.2%
INTC INTEL CORP 0.1%
Value ($000) $458 Shares 13,637 Est. Cost $24.23 Unrealized 0.0%
RWR SPDR SER TR 0.1%
Value ($000) $451 Shares 4,500 Est. Cost $85.48 Unrealized
GRID FIRST TR NASDQ CLN EDGE 0.1%
Value ($000) $445 Shares 2,946 Est. Cost $119.08 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $444 Shares 1,589 Est. Cost $169.64 Unrealized +56.7%
CLH CLEAN HARBORS INC 0.1%
Value ($000) $442 Shares 1,904 Est. Cost $236.75 Unrealized 0.0%
CHWY CHEWY INC 0.1%
Value ($000) $442 Shares 10,922 Est. Cost $32.14 Unrealized +20.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $436 Shares 3,803 Est. Cost $113.64 Unrealized -4.7%
BOTZ GLOBAL X FDS RBTCS ARTFL 0.1%
Value ($000) $429 Shares 12,101 Est. Cost $31.39 Unrealized
SNDK SANDISK CORP 0.1%
Value ($000) $423 Shares 3,766 Est. Cost $58.39 Unrealized 0.0%
COO COOPER COS INC 0.1%
Value ($000) $416 Shares 6,072 Est. Cost $92.61 Unrealized -23.5%
EBND SPDR SERIES TRUST 0.1%
Value ($000) $414 Shares 19,365 Est. Cost $21.36 Unrealized
FERG FERGUSON ENTERPRISES INC 0.1%
Value ($000) $413 Shares 1,837 Est. Cost $197.13 Unrealized +14.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $411 Shares 3,302 Est. Cost $116.50 Unrealized +8.8%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $405 Shares 5,132 Est. Cost $74.01 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $402 Shares 1,700 Est. Cost $190.00 Unrealized +17.4%
VMI VALMONT INDS INC 0.1%
Value ($000) $399 Shares 1,029 Est. Cost $363.72 Unrealized 0.0%
SPIP SPDR SER TR 0.1%
Value ($000) $398 Shares 15,122 Est. Cost $26.30 Unrealized
KWEB KRANESHARES TRUST 0.1%
Value ($000) $390 Shares 9,289 Est. Cost $34.91 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $388 Shares 2,690 Est. Cost $135.02 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $382 Shares 5,698 Est. Cost $78.99 Unrealized -11.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $381 Shares 2,356 Est. Cost $161.38 Unrealized 0.0%
WCC WESCO INTL INC 0.1%
Value ($000) $380 Shares 1,795 Est. Cost $163.95 Unrealized +27.7%
FLS FLOWSERVE CORP 0.1%
Value ($000) $369 Shares 6,946 Est. Cost $55.46 Unrealized -2.8%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $363 Shares 296 Est. Cost $1150.96 Unrealized +8.9%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $361 Shares 4,292 Est. Cost $73.50 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $352 Shares 3,883 Est. Cost $98.89 Unrealized -9.3%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $351 Shares 9,050 Est. Cost $37.44 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $349 Shares 2,433 Est. Cost $130.00 Unrealized +13.4%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $345 Shares 2,479 Est. Cost $129.92 Unrealized +7.8%
ALAB ASTERA LABS INC 0.1%
Value ($000) $340 Shares 1,738 Est. Cost $164.44 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $310 Shares 1,057 Est. Cost $293.74 Unrealized
ULS UL SOLUTIONS INC 0.1%
Value ($000) $300 Shares 4,240 Est. Cost $66.12 Unrealized +3.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $299 Shares 2,695 Est. Cost $61.53 Unrealized +82.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $298 Shares 807 Est. Cost $242.14 Unrealized +58.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $296 Shares 857 Est. Cost $493.82 Unrealized -39.5%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $292 Shares 3,348 Est. Cost $70.50 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $284 Shares 1,475 Est. Cost $207.97 Unrealized -1.6%
LEN LENNAR CORP 0.1%
Value ($000) $280 Shares 2,220 Est. Cost $123.58 Unrealized 0.0%
ARGX ARGENX SE 0.1%
Value ($000) $278 Shares 377 Est. Cost $586.39 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $274 Shares 3,000 Est. Cost $97.42 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $273 Shares 899 Est. Cost $227.03 Unrealized +32.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $270 Shares 3,376 Est. Cost $73.65 Unrealized +14.9%
EFA ISHARES TR 0.1%
Value ($000) $254 Shares 2,715 Est. Cost $71.52 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $241 Shares 335 Est. Cost $461.14 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $220 Shares 360 Est. Cost $568.03 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $217 Shares 1,489 Est. Cost $135.04 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $214 Shares 4,725 Est. Cost $45.21 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $201 Shares 1,296 Est. Cost $152.28 Unrealized 0.0%
BHVN BIOHAVEN LTD 0.1%
Value ($000) $191 Shares 12,726 Est. Cost $42.52 Unrealized -65.8%
WESTERN ASSET INVESTMENT GRA 0.1%
Value ($000) $185 Shares 14,400 Est. Cost $11.25 Unrealized
TCW STRATEGIC INCOME FD INC 0.1%
Value ($000) $176 Shares 35,844 Est. Cost $4.78 Unrealized