GRIFFIN ASSET MANAGEMENT, INC. Diversified Active

CIK: 0000883803 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 16, 2025

Total Value ($000): $816,875 (100.0% shares, 0.0% debt)

Holdings (199)

OLED UNIVERSAL DISPLAY CORP 7.4%
Value ($000) $60,349 Shares 432,668 Est. Cost $192.24 Unrealized -23.2%
AAPL APPLE INC 4.8%
Value ($000) $39,593 Shares 178,242 Est. Cost $87.37 Unrealized +164.1%
MSFT MICROSOFT CORP 3.7%
Value ($000) $30,150 Shares 80,315 Est. Cost $68.91 Unrealized +487.8%
V VISA INC 2.2%
Value ($000) $17,940 Shares 51,191 Est. Cost $193.23 Unrealized +74.0%
TJX TJX COS INC NEW 2.2%
Value ($000) $17,836 Shares 146,439 Est. Cost $42.05 Unrealized +185.6%
ABBV ABBVIE INC 2.1%
Value ($000) $17,086 Shares 81,546 Est. Cost $100.20 Unrealized +89.0%
WFC WELLS FARGO CO NEW 2.0%
Value ($000) $16,017 Shares 223,106 Est. Cost $37.56 Unrealized +96.2%
JPM JPMORGAN CHASE & CO. 1.9%
Value ($000) $15,727 Shares 64,113 Est. Cost $82.91 Unrealized +202.6%
HD HOME DEPOT INC 1.8%
Value ($000) $14,945 Shares 40,778 Est. Cost $122.56 Unrealized +210.6%
BAC BANK AMERICA CORP 1.7%
Value ($000) $14,121 Shares 338,394 Est. Cost $25.39 Unrealized +71.8%
ASML ASML HOLDING N V 1.7%
Value ($000) $13,562 Shares 20,466 Est. Cost $560.90 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $13,508 Shares 81,449 Est. Cost $99.36 Unrealized +53.4%
WMT WALMART INC 1.7%
Value ($000) $13,480 Shares 153,553 Est. Cost $47.64 Unrealized +95.1%
AMZN AMAZON COM INC 1.6%
Value ($000) $13,437 Shares 70,627 Est. Cost $124.75 Unrealized +73.9%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $12,026 Shares 71,888 Est. Cost $75.76 Unrealized +98.6%
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $11,772 Shares 39,917 Est. Cost $231.17 Unrealized +29.9%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $11,599 Shares 43,110 Est. Cost $79.15 Unrealized +269.5%
SBUX STARBUCKS CORP 1.4%
Value ($000) $11,260 Shares 114,795 Est. Cost $65.13 Unrealized +55.1%
KO COCA COLA CO 1.3%
Value ($000) $10,996 Shares 153,536 Est. Cost $34.16 Unrealized +90.2%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $10,853 Shares 19,867 Est. Cost $215.54 Unrealized +174.1%
QCOM QUALCOMM INC 1.3%
Value ($000) $10,705 Shares 69,692 Est. Cost $71.70 Unrealized +122.7%
RTX RTX CORPORATION 1.3%
Value ($000) $10,520 Shares 79,420 Est. Cost $76.58 Unrealized +62.9%
DHR DANAHER CORPORATION 1.3%
Value ($000) $10,389 Shares 50,680 Est. Cost $86.46 Unrealized +151.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $10,380 Shares 13 Est. Cost $171476.84 Unrealized +325.3%
HON HONEYWELL INTL INC 1.3%
Value ($000) $10,356 Shares 48,907 Est. Cost $85.78 Unrealized +131.3%
MRK MERCK & CO INC 1.2%
Value ($000) $9,727 Shares 108,366 Est. Cost $47.80 Unrealized +88.6%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $9,582 Shares 80,569 Est. Cost $60.46 Unrealized +77.3%
DOV DOVER CORP 1.1%
Value ($000) $9,359 Shares 53,275 Est. Cost $98.08 Unrealized +94.0%
BX BLACKSTONE INC 1.1%
Value ($000) $9,225 Shares 65,999 Est. Cost $38.89 Unrealized +306.7%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $9,081 Shares 83,786 Est. Cost $93.40 Unrealized +35.7%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $8,954 Shares 28,694 Est. Cost $292.14 Unrealized +19.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $8,885 Shares 16,965 Est. Cost $416.11 Unrealized +20.0%
DIS DISNEY WALT CO 1.0%
Value ($000) $8,551 Shares 86,636 Est. Cost $123.55 Unrealized -14.0%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $7,987 Shares 8,445 Est. Cost $434.32 Unrealized +123.5%
ABT ABBOTT LABS 1.0%
Value ($000) $7,951 Shares 59,940 Est. Cost $31.06 Unrealized +304.0%
ORCL ORACLE CORP 1.0%
Value ($000) $7,843 Shares 56,094 Est. Cost $64.81 Unrealized +149.3%
GOOGL ALPHABET INC 0.9%
Value ($000) $7,708 Shares 49,846 Est. Cost $136.92 Unrealized +32.0%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $7,485 Shares 15,963 Est. Cost $176.54 Unrealized
TGT TARGET CORP 0.9%
Value ($000) $7,264 Shares 69,606 Est. Cost $80.51 Unrealized +49.3%
GOOG ALPHABET INC 0.8%
Value ($000) $6,183 Shares 39,575 Est. Cost $110.04 Unrealized +65.8%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $6,092 Shares 35,747 Est. Cost $67.32 Unrealized +143.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $5,964 Shares 11,198 Est. Cost $169.92 Unrealized +186.1%
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $5,927 Shares 23,899 Est. Cost $76.35 Unrealized +228.4%
CAT CATERPILLAR INC 0.7%
Value ($000) $5,649 Shares 17,129 Est. Cost $136.64 Unrealized +157.6%
ZTS ZOETIS INC 0.7%
Value ($000) $5,452 Shares 33,112 Est. Cost $105.86 Unrealized +55.4%
CR CRANE COMPANY 0.6%
Value ($000) $5,039 Shares 32,898 Est. Cost $72.31 Unrealized +120.9%
MMM 3M CO 0.6%
Value ($000) $5,005 Shares 34,080 Est. Cost $131.89 Unrealized +9.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.6%
Value ($000) $4,846 Shares 19,985 Est. Cost $96.71 Unrealized +139.7%
AMLP ALPS ETF TR 0.6%
Value ($000) $4,681 Shares 90,122 Est. Cost $45.37 Unrealized
SHEL SHELL PLC 0.5%
Value ($000) $4,483 Shares 61,178 Est. Cost $54.93 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $4,464 Shares 42,507 Est. Cost $44.07 Unrealized +119.6%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $4,402 Shares 72,173 Est. Cost $41.37 Unrealized +34.1%
TFC TRUIST FINL CORP 0.5%
Value ($000) $4,382 Shares 106,480 Est. Cost $37.72 Unrealized +13.2%
META META PLATFORMS INC 0.5%
Value ($000) $4,238 Shares 7,353 Est. Cost $349.45 Unrealized +84.1%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $4,107 Shares 11,205 Est. Cost $262.01 Unrealized +45.5%
ENB ENBRIDGE INC 0.5%
Value ($000) $3,978 Shares 89,766 Est. Cost $30.11 Unrealized +37.5%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,964 Shares 8,874 Est. Cost $298.49 Unrealized +50.2%
MELI MERCADOLIBRE INC 0.5%
Value ($000) $3,892 Shares 1,995 Est. Cost $1317.61 Unrealized +50.6%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $3,887 Shares 8,017 Est. Cost $225.45 Unrealized +106.7%
VRSK VERISK ANALYTICS INC 0.5%
Value ($000) $3,811 Shares 12,806 Est. Cost $198.70 Unrealized +44.1%
WRB BERKLEY W R CORP 0.5%
Value ($000) $3,787 Shares 53,218 Est. Cost $42.21 Unrealized +41.5%
PLSE PULSE BIOSCIENCES INC 0.5%
Value ($000) $3,758 Shares 233,557 Est. Cost $7.23 Unrealized +157.7%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,706 Shares 81,705 Est. Cost $33.47 Unrealized +18.3%
RPM RPM INTL INC 0.5%
Value ($000) $3,702 Shares 32,001 Est. Cost $88.33 Unrealized +37.6%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $3,617 Shares 22,785 Est. Cost $68.32 Unrealized +100.5%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $3,588 Shares 49,242 Est. Cost $70.95 Unrealized +1.5%
SNA SNAP ON INC 0.4%
Value ($000) $3,582 Shares 10,630 Est. Cost $131.34 Unrealized +152.5%
UNP UNION PAC CORP 0.4%
Value ($000) $3,549 Shares 15,021 Est. Cost $166.98 Unrealized +41.1%
GE GE AEROSPACE 0.4%
Value ($000) $3,542 Shares 17,695 Est. Cost $62.89 Unrealized +211.2%
TTD THE TRADE DESK INC 0.4%
Value ($000) $3,403 Shares 62,198 Est. Cost $60.79 Unrealized +48.8%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $3,275 Shares 86,494 Est. Cost $32.09 Unrealized +17.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $3,208 Shares 12,902 Est. Cost $120.49 Unrealized +98.7%
GEV GE VERNOVA INC 0.4%
Value ($000) $3,182 Shares 10,424 Est. Cost $196.49 Unrealized +77.2%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,139 Shares 8,990 Est. Cost $226.34 Unrealized +53.8%
AVGO BROADCOM INC 0.4%
Value ($000) $3,127 Shares 18,677 Est. Cost $151.93 Unrealized +38.1%
T AT&T INC 0.4%
Value ($000) $3,102 Shares 109,701 Est. Cost $14.18 Unrealized +71.8%
CB CHUBB LIMITED 0.4%
Value ($000) $3,091 Shares 10,237 Est. Cost $185.07 Unrealized +49.3%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,975 Shares 71,180 Est. Cost $45.19 Unrealized -11.7%
MTDR MATADOR RES CO 0.4%
Value ($000) $2,935 Shares 57,456 Est. Cost $13.21 Unrealized +318.4%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,928 Shares 12,649 Est. Cost $124.31 Unrealized +75.7%
MS MORGAN STANLEY 0.3%
Value ($000) $2,848 Shares 24,413 Est. Cost $73.55 Unrealized +71.2%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,810 Shares 25,549 Est. Cost $108.36 Unrealized +4.0%
PFE PFIZER INC 0.3%
Value ($000) $2,754 Shares 108,666 Est. Cost $26.65 Unrealized -7.3%
GGG GRACO INC 0.3%
Value ($000) $2,746 Shares 32,876 Est. Cost $31.10 Unrealized +168.4%
PAYX PAYCHEX INC 0.3%
Value ($000) $2,729 Shares 17,690 Est. Cost $48.74 Unrealized +193.7%
SYY SYSCO CORP 0.3%
Value ($000) $2,598 Shares 34,623 Est. Cost $34.12 Unrealized +108.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $2,589 Shares 8,289 Est. Cost $104.54 Unrealized +180.2%
FDX FEDEX CORP 0.3%
Value ($000) $2,526 Shares 10,360 Est. Cost $190.60 Unrealized +33.0%
DISCOVER FINL SVCS 0.3%
Value ($000) $2,462 Shares 14,421 Est. Cost $68.22 Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.3%
Value ($000) $2,261 Shares 117,210 Est. Cost $16.30 Unrealized +23.1%
C CITIGROUP INC 0.3%
Value ($000) $2,225 Shares 31,338 Est. Cost $59.10 Unrealized +26.1%
CI THE CIGNA GROUP 0.3%
Value ($000) $2,216 Shares 6,735 Est. Cost $227.08 Unrealized +30.2%
TRI THOMSON REUTERS CORP 0.3%
Value ($000) $2,101 Shares 12,161 Est. Cost $145.12 Unrealized +14.8%
EMR EMERSON ELEC CO 0.3%
Value ($000) $2,074 Shares 18,921 Est. Cost $79.15 Unrealized +50.1%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $2,067 Shares 9,874 Est. Cost $193.91 Unrealized +6.2%
WPC WP CAREY INC 0.2%
Value ($000) $2,023 Shares 32,058 Est. Cost $66.68 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,922 Shares 3,420 Est. Cost $384.51 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value ($000) $1,904 Shares 15,385 Est. Cost $106.28 Unrealized +6.3%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,840 Shares 6,750 Est. Cost $220.82 Unrealized +15.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,830 Shares 30,485 Est. Cost $36.21 Unrealized +40.9%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,647 Shares 17,575 Est. Cost $58.75 Unrealized +49.5%
VMC VULCAN MATLS CO 0.2%
Value ($000) $1,610 Shares 6,903 Est. Cost $246.66 Unrealized +2.3%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $1,586 Shares 85,309 Est. Cost $11.08 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $1,559 Shares 16,325 Est. Cost $58.23 Unrealized +87.1%
LIN LINDE PLC 0.2%
Value ($000) $1,540 Shares 3,307 Est. Cost $329.29 Unrealized +35.0%
EQIX EQUINIX INC 0.2%
Value ($000) $1,444 Shares 1,771 Est. Cost $362.51 Unrealized +142.9%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $1,443 Shares 65,112 Est. Cost $11.21 Unrealized +85.9%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,421 Shares 49,820 Est. Cost $13.28 Unrealized +101.0%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $1,417 Shares 22,352 Est. Cost $60.96 Unrealized +7.9%
YUM YUM BRANDS INC 0.2%
Value ($000) $1,364 Shares 8,668 Est. Cost $68.29 Unrealized +107.4%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $1,333 Shares 28,486 Est. Cost $51.39 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $1,321 Shares 17,039 Est. Cost $11.40 Unrealized +223.2%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,307 Shares 38,289 Est. Cost $23.17 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,293 Shares 8,621 Est. Cost $78.60 Unrealized +82.5%
TSLA TESLA INC 0.2%
Value ($000) $1,268 Shares 4,892 Est. Cost $176.56 Unrealized +88.7%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $1,250 Shares 3,546 Est. Cost $157.63 Unrealized +141.7%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $1,221 Shares 35,665 Est. Cost $36.57 Unrealized +3.7%
ROL ROLLINS INC 0.1%
Value ($000) $1,178 Shares 21,800 Est. Cost $37.88 Unrealized +31.1%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,169 Shares 3,784 Est. Cost $327.31 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $1,096 Shares 8,580 Est. Cost $66.95 Unrealized +106.9%
USB US BANCORP DEL 0.1%
Value ($000) $1,087 Shares 25,742 Est. Cost $29.18 Unrealized +51.4%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $1,060 Shares 2,216 Est. Cost $214.60 Unrealized +135.4%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,022 Shares 18,541 Est. Cost $53.01 Unrealized +1.7%
VICI VICI PPTYS INC 0.1%
Value ($000) $974 Shares 29,859 Est. Cost $26.28 Unrealized +11.0%
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $931 Shares 28,764 Est. Cost $26.48 Unrealized +12.0%
NNOX NANO X IMAGING LTD 0.1%
Value ($000) $914 Shares 183,079 Est. Cost $22.72 Unrealized -69.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $876 Shares 1,725 Est. Cost $142.49 Unrealized +256.2%
IJJ ISHARES TR 0.1%
Value ($000) $863 Shares 7,206 Est. Cost $119.48 Unrealized
SBIO ALPS ETF TR 0.1%
Value ($000) $859 Shares 30,135 Est. Cost $34.30 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $859 Shares 2,550 Est. Cost $267.07 Unrealized +34.4%
CWEN CLEARWAY ENERGY INC 0.1%
Value ($000) $824 Shares 27,216 Est. Cost $16.98 Unrealized +52.1%
CRM SALESFORCE INC 0.1%
Value ($000) $796 Shares 2,965 Est. Cost $310.80 Unrealized -0.6%
IJK ISHARES TR 0.1%
Value ($000) $781 Shares 9,373 Est. Cost $98.92 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $771 Shares 18,641 Est. Cost $33.95 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $718 Shares 4,327 Est. Cost $184.59 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $715 Shares 2,630 Est. Cost $268.07 Unrealized +15.1%
MPLX MPLX LP 0.1%
Value ($000) $682 Shares 12,752 Est. Cost $27.14 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $648 Shares 1,261 Est. Cost $346.86 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $645 Shares 1,189 Est. Cost $621.63 Unrealized
NKE NIKE INC 0.1%
Value ($000) $602 Shares 9,480 Est. Cost $61.16 Unrealized +17.8%
ACCELERATE DIAGNOSTICS INC 0.1%
Value ($000) $598 Shares 853,036 Est. Cost $5.15 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $581 Shares 855 Est. Cost $108.25 Unrealized +560.4%
APA APA CORPORATION 0.1%
Value ($000) $568 Shares 27,000 Est. Cost $16.89 Unrealized +24.6%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $563 Shares 3,400 Est. Cost $29.54 Unrealized +66.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $560 Shares 678 Est. Cost $510.50 Unrealized +61.9%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $556 Shares 8,000 Est. Cost $96.24 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $526 Shares 3,700 Est. Cost $114.08 Unrealized +13.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $512 Shares 2,308 Est. Cost $185.02 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $510 Shares 2,684 Est. Cost $124.61 Unrealized +68.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $510 Shares 8,261 Est. Cost $49.50 Unrealized +21.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $503 Shares 8,410 Est. Cost $45.74 Unrealized +26.7%
PLD PROLOGIS INC. 0.1%
Value ($000) $495 Shares 4,430 Est. Cost $81.00 Unrealized +38.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $491 Shares 6,082 Est. Cost $71.08 Unrealized +20.7%
BCE BCE INC 0.1%
Value ($000) $479 Shares 20,866 Est. Cost $24.62 Unrealized -10.4%
HACK AMPLIFY ETF TR 0.1%
Value ($000) $464 Shares 6,465 Est. Cost $65.48 Unrealized
BEPC BROOKFIELD RENEWABLE CORP 0.1%
Value ($000) $460 Shares 16,471 Est. Cost $29.14 Unrealized -9.7%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $443 Shares 8,141 Est. Cost $43.85 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $405 Shares 3,165 Est. Cost $177.09 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $399 Shares 8,089 Est. Cost $33.73 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $394 Shares 6,796 Est. Cost $44.73 Unrealized +17.6%
CLOX SERIES PORTFOLIOS TR 0.0%
Value ($000) $388 Shares 15,227 Est. Cost $25.51 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $387 Shares 1,670 Est. Cost $140.55 Unrealized +62.6%
KVUE KENVUE INC 0.0%
Value ($000) $373 Shares 15,543 Est. Cost $21.04 Unrealized +1.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $362 Shares 4,450 Est. Cost $45.87 Unrealized +91.0%
MGNI MAGNITE INC 0.0%
Value ($000) $351 Shares 30,755 Est. Cost $15.86 Unrealized +0.5%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $340 Shares 1,800 Est. Cost $109.53 Unrealized +79.3%
BN BROOKFIELD CORP 0.0%
Value ($000) $334 Shares 6,377 Est. Cost $21.90 Unrealized +71.6%
ITA ISHARES TR 0.0%
Value ($000) $333 Shares 2,177 Est. Cost $119.42 Unrealized
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value ($000) $331 Shares 42,816 Est. Cost $10.87 Unrealized +15.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $330 Shares 4,662 Est. Cost $59.07 Unrealized +16.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $323 Shares 2,648 Est. Cost $88.45 Unrealized +25.0%
NOW SERVICENOW INC 0.0%
Value ($000) $320 Shares 402 Est. Cost $99.98 Unrealized +92.8%
IYJ ISHARES TR 0.0%
Value ($000) $284 Shares 2,179 Est. Cost $102.51 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $280 Shares 21,275 Est. Cost $15.02 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $280 Shares 300 Est. Cost $62.46 Unrealized +52.3%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $277 Shares 1,651 Est. Cost $116.80 Unrealized +31.2%
BA BOEING CO 0.0%
Value ($000) $270 Shares 1,585 Est. Cost $184.97 Unrealized -6.4%
TOTALENERGIES SE 0.0%
Value ($000) $266 Shares 4,105 Est. Cost $62.08 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $263 Shares 500 Est. Cost $158.08 Unrealized +270.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $251 Shares 3,849 Est. Cost $68.28 Unrealized +13.8%
EEM ISHARES TR 0.0%
Value ($000) $250 Shares 5,713 Est. Cost $42.55 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $247 Shares 6,663 Est. Cost $37.08 Unrealized
ABSI ABSCI CORPORATION 0.0%
Value ($000) $245 Shares 97,628 Est. Cost $3.57 Unrealized +2.7%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $244 Shares 3,473 Est. Cost $70.21 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $242 Shares 16,513 Est. Cost $11.04 Unrealized +21.6%
DXYZ DESTINY TECH100 INC 0.0%
Value ($000) $240 Shares 6,780 Est. Cost $58.86 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $238 Shares 3,193 Est. Cost $26.83 Unrealized +18.9%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $238 Shares 489 Est. Cost $441.12 Unrealized +1.6%
IR INGERSOLL RAND INC 0.0%
Value ($000) $238 Shares 2,970 Est. Cost $85.38 Unrealized +1.9%
CCI CROWN CASTLE INC 0.0%
Value ($000) $237 Shares 2,272 Est. Cost $91.03 Unrealized -2.1%
AMGN AMGEN INC 0.0%
Value ($000) $230 Shares 739 Est. Cost $287.24 Unrealized 0.0%
IVOL KRANESHARES TRUST 0.0%
Value ($000) $215 Shares 11,529 Est. Cost $18.68 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $215 Shares 1,800 Est. Cost $97.38 Unrealized +25.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $212 Shares 635 Est. Cost $366.06 Unrealized
EPOL ISHARES TR 0.0%
Value ($000) $208 Shares 7,439 Est. Cost $28.01 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $208 Shares 419 Est. Cost $465.56 Unrealized +18.8%
NNN NNN REIT INC 0.0%
Value ($000) $205 Shares 4,799 Est. Cost $42.65 Unrealized
BMEA BIOMEA FUSION INC 0.0%
Value ($000) $109 Shares 51,300 Est. Cost $9.25 Unrealized -63.2%
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 13,000 Est. Cost $2.28 Unrealized -9.1%