Legacy Capital Wealth Partners, LLC Quant / Systematic

CIK: 0001766228 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 5, 2024

Total Value ($000): $352,923 (100.0% shares, 0.0% debt)

Holdings (283)

WMT WALMART INC 6.9%
Value ($000) $24,290 Shares 154,078 Est. Cost $51.80 Unrealized -0.3%
SPY SPDR S&P 500 ETF TR 4.6%
Value ($000) $16,399 Shares 34,501 Est. Cost $417.84 Unrealized
IJR ISHARES TR 3.9%
Value ($000) $13,777 Shares 127,272 Est. Cost $74.42 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 3.4%
Value ($000) $11,898 Shares 230,279 Est. Cost $18.03 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 2.6%
Value ($000) $9,289 Shares 93,813 Est. Cost $26.51 Unrealized
RWL INVESCO EXCH TRADED FD TR II 2.6%
Value ($000) $9,282 Shares 108,768 Est. Cost $30.25 Unrealized
VO VANGUARD INDEX FDS 2.6%
Value ($000) $9,132 Shares 39,255 Est. Cost $73.48 Unrealized
IEFA ISHARES TR 2.3%
Value ($000) $8,237 Shares 117,090 Est. Cost $66.22 Unrealized
VOO VANGUARD INDEX FDS 2.0%
Value ($000) $7,230 Shares 16,553 Est. Cost $392.69 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $7,206 Shares 15,088 Est. Cost $429.42 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 2.0%
Value ($000) $7,116 Shares 182,981 Est. Cost $38.89 Unrealized
EOG EOG RES INC 1.7%
Value ($000) $6,022 Shares 49,788 Est. Cost $117.17 Unrealized -1.4%
FTCS FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $5,789 Shares 72,325 Est. Cost $75.05 Unrealized
SPYM SPDR SER TR 1.5%
Value ($000) $5,193 Shares 92,902 Est. Cost $54.63 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $5,121 Shares 231,737 Est. Cost $22.10 Unrealized
MINT PIMCO ETF TR 1.4%
Value ($000) $4,848 Shares 48,579 Est. Cost $100.14 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $4,670 Shares 24,257 Est. Cost $181.32 Unrealized +0.8%
BIL SPDR SER TR 1.0%
Value ($000) $3,678 Shares 40,248 Est. Cost $91.49 Unrealized
FLOT ISHARES TR 1.0%
Value ($000) $3,463 Shares 68,420 Est. Cost $50.89 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.9%
Value ($000) $3,269 Shares 65,600 Est. Cost $36.82 Unrealized +2.7%
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,260 Shares 8,670 Est. Cost $324.59 Unrealized +7.9%
JAAA JANUS DETROIT STR TR 0.9%
Value ($000) $3,141 Shares 62,446 Est. Cost $50.31 Unrealized
APO APOLLO GLOBAL MGMT INC 0.8%
Value ($000) $2,695 Shares 28,916 Est. Cost $66.42 Unrealized +28.8%
BILZ PIMCO ETF TR 0.8%
Value ($000) $2,683 Shares 26,664 Est. Cost $100.69 Unrealized
CG CARLYLE GROUP INC 0.7%
Value ($000) $2,606 Shares 64,049 Est. Cost $26.64 Unrealized +15.3%
KKR KKR & CO INC 0.7%
Value ($000) $2,582 Shares 31,159 Est. Cost $51.41 Unrealized +30.0%
BX BLACKSTONE INC 0.7%
Value ($000) $2,495 Shares 19,059 Est. Cost $80.16 Unrealized +27.3%
PROSHARES TR 0.7%
Value ($000) $2,390 Shares 79,879 Est. Cost $29.92 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $2,385 Shares 15,696 Est. Cost $134.00 Unrealized +4.6%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,293 Shares 4,629 Est. Cost $44.77 Unrealized +3.4%
PFF ISHARES TR 0.6%
Value ($000) $2,232 Shares 71,559 Est. Cost $35.42 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,132 Shares 38,772 Est. Cost $53.56 Unrealized
MUB ISHARES TR 0.6%
Value ($000) $2,080 Shares 19,184 Est. Cost $108.41 Unrealized
AOK ISHARES TR 0.6%
Value ($000) $2,063 Shares 57,067 Est. Cost $34.60 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,956 Shares 42,459 Est. Cost $47.09 Unrealized
SYM SYMBOTIC INC 0.6%
Value ($000) $1,951 Shares 38,000 Est. Cost $41.14 Unrealized +6.6%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,935 Shares 3,675 Est. Cost $469.94 Unrealized +8.8%
HYLS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,923 Shares 46,250 Est. Cost $43.50 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,805 Shares 12,100 Est. Cost $145.76 Unrealized -5.5%
MLPX GLOBAL X FDS 0.5%
Value ($000) $1,747 Shares 39,147 Est. Cost $42.38 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $1,684 Shares 7,568 Est. Cost $214.91 Unrealized -9.4%
HTGC HERCULES CAPITAL INC 0.5%
Value ($000) $1,662 Shares 99,722 Est. Cost $16.33 Unrealized -3.1%
PNNT PENNANTPARK INVT CORP 0.5%
Value ($000) $1,628 Shares 235,560 Est. Cost $4.54 Unrealized +3.8%
CSWC CAPITAL SOUTHWEST CORP 0.5%
Value ($000) $1,618 Shares 68,284 Est. Cost $16.24 Unrealized +5.8%
MAIN MAIN STR CAP CORP 0.5%
Value ($000) $1,609 Shares 37,224 Est. Cost $40.81 Unrealized +0.1%
GLADSTONE CAPITAL CORP 0.5%
Value ($000) $1,598 Shares 149,320 Est. Cost $9.80 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.5%
Value ($000) $1,589 Shares 107,657 Est. Cost $10.43 Unrealized +5.8%
SGOV ISHARES TR 0.4%
Value ($000) $1,574 Shares 15,694 Est. Cost $100.67 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.4%
Value ($000) $1,572 Shares 72,757 Est. Cost $20.00 Unrealized +2.7%
BXSL BLACKSTONE SECD LENDING FD 0.4%
Value ($000) $1,563 Shares 56,538 Est. Cost $21.35 Unrealized +2.6%
FDUS FIDUS INVT CORP 0.4%
Value ($000) $1,551 Shares 78,763 Est. Cost $14.60 Unrealized +0.5%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $1,550 Shares 77,363 Est. Cost $15.48 Unrealized +3.1%
GBDC GOLUB CAP BDC INC 0.4%
Value ($000) $1,521 Shares 100,701 Est. Cost $10.75 Unrealized +6.4%
TRIN TRINITY CAP INC 0.4%
Value ($000) $1,487 Shares 102,363 Est. Cost $10.31 Unrealized 0.0%
GAIN GLADSTONE INVT CORP 0.4%
Value ($000) $1,450 Shares 102,491 Est. Cost $9.35 Unrealized +10.5%
UCON FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,436 Shares 58,057 Est. Cost $24.57 Unrealized
V VISA INC 0.4%
Value ($000) $1,427 Shares 5,482 Est. Cost $232.32 Unrealized +4.5%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,416 Shares 4,034 Est. Cost $304.46 Unrealized +2.7%
EFA ISHARES TR 0.4%
Value ($000) $1,413 Shares 18,748 Est. Cost $70.62 Unrealized
MUNI PIMCO ETF TR 0.4%
Value ($000) $1,387 Shares 26,264 Est. Cost $50.24 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,300 Shares 8,241 Est. Cost $146.00 Unrealized
COR CENCORA INC 0.4%
Value ($000) $1,296 Shares 6,311 Est. Cost $180.98 Unrealized +5.9%
GLDM WORLD GOLD TR 0.3%
Value ($000) $1,223 Shares 29,895 Est. Cost $36.95 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,222 Shares 7,796 Est. Cost $153.28 Unrealized -6.3%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,180 Shares 2,767 Est. Cost $396.22 Unrealized +0.2%
META META PLATFORMS INC 0.3%
Value ($000) $1,161 Shares 3,279 Est. Cost $300.59 Unrealized +7.6%
USB US BANCORP DEL 0.3%
Value ($000) $1,114 Shares 25,735 Est. Cost $32.50 Unrealized +1.8%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,085 Shares 14,980 Est. Cost $67.21 Unrealized -4.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,073 Shares 13,026 Est. Cost $77.80 Unrealized -8.2%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $1,071 Shares 7,881 Est. Cost $140.00 Unrealized -17.2%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,058 Shares 6,219 Est. Cost $142.45 Unrealized +1.7%
ROST ROSS STORES INC 0.3%
Value ($000) $1,038 Shares 7,500 Est. Cost $111.83 Unrealized +8.9%
FLRN SPDR SER TR 0.3%
Value ($000) $1,033 Shares 33,763 Est. Cost $30.72 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $1,023 Shares 29,371 Est. Cost $30.87 Unrealized +4.2%
GWW GRAINGER W W INC 0.3%
Value ($000) $1,021 Shares 1,233 Est. Cost $708.54 Unrealized +6.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $1,016 Shares 11,269 Est. Cost $78.57 Unrealized -2.1%
AGG ISHARES TR 0.3%
Value ($000) $1,002 Shares 10,098 Est. Cost $94.04 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $1,002 Shares 17,146 Est. Cost $52.49 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,002 Shares 3,953 Est. Cost $256.55 Unrealized -7.4%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,001 Shares 1,885 Est. Cost $523.33 Unrealized -8.1%
FAPR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $994 Shares 28,449 Est. Cost $34.95 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $976 Shares 16,558 Est. Cost $55.72 Unrealized -4.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $966 Shares 25,612 Est. Cost $29.17 Unrealized +6.3%
UNP UNION PAC CORP 0.3%
Value ($000) $942 Shares 3,837 Est. Cost $206.37 Unrealized +1.4%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $937 Shares 2,287 Est. Cost $349.91 Unrealized
NKE NIKE INC 0.3%
Value ($000) $937 Shares 8,627 Est. Cost $98.64 Unrealized +4.4%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $924 Shares 5,874 Est. Cost $151.64 Unrealized -11.5%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $904 Shares 2,051 Est. Cost $385.97 Unrealized +0.6%
LDUR PIMCO ETF TR 0.3%
Value ($000) $899 Shares 9,491 Est. Cost $93.74 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $887 Shares 3,079 Est. Cost $231.86 Unrealized +10.0%
HD HOME DEPOT INC 0.2%
Value ($000) $875 Shares 2,524 Est. Cost $302.42 Unrealized -2.9%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $853 Shares 16,700 Est. Cost $48.10 Unrealized
PIONEER NAT RES CO 0.2%
Value ($000) $839 Shares 3,729 Est. Cost $229.53 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $824 Shares 22,305 Est. Cost $27.15 Unrealized +3.9%
MRK MERCK & CO INC 0.2%
Value ($000) $798 Shares 7,324 Est. Cost $99.84 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $767 Shares 8,152 Est. Cost $86.18 Unrealized -2.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $762 Shares 3,705 Est. Cost $170.29 Unrealized +4.6%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $756 Shares 3,992 Est. Cost $184.60 Unrealized +1.3%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $752 Shares 3,947 Est. Cost $159.78 Unrealized +4.3%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $726 Shares 4,441 Est. Cost $155.90 Unrealized -4.5%
SYY SYSCO CORP 0.2%
Value ($000) $726 Shares 9,921 Est. Cost $67.04 Unrealized -3.2%
CB CHUBB LIMITED 0.2%
Value ($000) $711 Shares 3,148 Est. Cost $196.80 Unrealized +8.6%
INTC INTEL CORP 0.2%
Value ($000) $710 Shares 14,126 Est. Cost $34.22 Unrealized +17.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $710 Shares 4,582 Est. Cost $115.78 Unrealized +3.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $709 Shares 8,982 Est. Cost $64.57 Unrealized +1.3%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $709 Shares 3,227 Est. Cost $194.77 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $708 Shares 1,724 Est. Cost $369.03 Unrealized +4.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $702 Shares 4,116 Est. Cost $158.88 Unrealized -8.4%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $700 Shares 8,710 Est. Cost $69.54 Unrealized +4.2%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $698 Shares 27,335 Est. Cost $25.21 Unrealized -1.0%
GSK GSK PLC 0.2%
Value ($000) $678 Shares 18,285 Est. Cost $36.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $670 Shares 1,477 Est. Cost $415.14 Unrealized +0.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $664 Shares 6,642 Est. Cost $100.67 Unrealized -3.1%
PPG PPG INDS INC 0.2%
Value ($000) $663 Shares 4,431 Est. Cost $133.03 Unrealized -3.1%
AVGO BROADCOM INC 0.2%
Value ($000) $657 Shares 589 Est. Cost $83.97 Unrealized +9.8%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $656 Shares 4,525 Est. Cost $130.97 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $654 Shares 7,239 Est. Cost $83.44 Unrealized +3.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $652 Shares 4,551 Est. Cost $128.59 Unrealized +3.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $648 Shares 12,832 Est. Cost $50.30 Unrealized -4.6%
GLD SPDR GOLD TR 0.2%
Value ($000) $645 Shares 3,374 Est. Cost $171.45 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $626 Shares 12,711 Est. Cost $40.69 Unrealized +0.8%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $623 Shares 2,399 Est. Cost $211.79 Unrealized +10.6%
CHE CHEMED CORP NEW 0.2%
Value ($000) $620 Shares 1,061 Est. Cost $515.33 Unrealized +7.7%
ABT ABBOTT LABS 0.2%
Value ($000) $618 Shares 5,616 Est. Cost $96.07 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $607 Shares 4,140 Est. Cost $144.12 Unrealized -2.4%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $591 Shares 376 Est. Cost $183.20 Unrealized +0.9%
GPN GLOBAL PMTS INC 0.2%
Value ($000) $584 Shares 4,595 Est. Cost $116.10 Unrealized -2.5%
HOMB HOME BANCSHARES INC 0.2%
Value ($000) $563 Shares 22,220 Est. Cost $22.76 Unrealized -2.1%
CSL CARLISLE COS INC 0.2%
Value ($000) $561 Shares 1,794 Est. Cost $260.64 Unrealized +3.1%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $560 Shares 3,690 Est. Cost $109.50 Unrealized +10.9%
MCO MOODYS CORP 0.2%
Value ($000) $560 Shares 1,434 Est. Cost $333.80 Unrealized +2.4%
STT STATE STR CORP 0.2%
Value ($000) $546 Shares 7,043 Est. Cost $64.89 Unrealized -0.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $545 Shares 1,527 Est. Cost $354.77 Unrealized -1.1%
INTU INTUIT 0.2%
Value ($000) $543 Shares 869 Est. Cost $503.30 Unrealized +8.2%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $536 Shares 10,497 Est. Cost $35.34 Unrealized +9.8%
ABBV ABBVIE INC 0.2%
Value ($000) $534 Shares 3,447 Est. Cost $135.33 Unrealized +0.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $527 Shares 3,528 Est. Cost $147.78 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $527 Shares 5,619 Est. Cost $85.34 Unrealized +2.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $524 Shares 10,943 Est. Cost $43.76 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $520 Shares 10,349 Est. Cost $50.18 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $516 Shares 4,989 Est. Cost $90.94 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $511 Shares 7,425 Est. Cost $58.47 Unrealized -4.0%
CWB SPDR SER TR 0.1%
Value ($000) $510 Shares 7,070 Est. Cost $76.95 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $504 Shares 14,247 Est. Cost $35.41 Unrealized
T AT&T INC 0.1%
Value ($000) $502 Shares 29,905 Est. Cost $12.95 Unrealized +9.7%
CCOR LISTED FD TR 0.1%
Value ($000) $500 Shares 18,176 Est. Cost $27.60 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $491 Shares 11,200 Est. Cost $41.49 Unrealized -3.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $488 Shares 7,945 Est. Cost $63.13 Unrealized -9.5%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $487 Shares 8,663 Est. Cost $52.81 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $487 Shares 7,231 Est. Cost $67.58 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $478 Shares 877 Est. Cost $482.70 Unrealized +5.2%
SRE SEMPRA 0.1%
Value ($000) $478 Shares 6,395 Est. Cost $66.61 Unrealized +0.2%
KVUE KENVUE INC 0.1%
Value ($000) $478 Shares 22,190 Est. Cost $19.81 Unrealized -7.1%
TOTALENERGIES SE 0.1%
Value ($000) $469 Shares 6,961 Est. Cost $65.80 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $468 Shares 962 Est. Cost $42.48 Unrealized +2.8%
ANSYS INC 0.1%
Value ($000) $459 Shares 1,264 Est. Cost $301.43 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $459 Shares 585 Est. Cost $626.91 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $451 Shares 2,245 Est. Cost $176.75 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $449 Shares 6,316 Est. Cost $70.27 Unrealized +0.4%
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $447 Shares 18,190 Est. Cost $24.56 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $445 Shares 3,068 Est. Cost $133.53 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $443 Shares 1,816 Est. Cost $256.90 Unrealized -7.9%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $440 Shares 5,186 Est. Cost $78.71 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $440 Shares 5,361 Est. Cost $80.97 Unrealized
INGR INGREDION INC 0.1%
Value ($000) $440 Shares 4,050 Est. Cost $103.70 Unrealized -3.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $439 Shares 2,043 Est. Cost $41.47 Unrealized -5.0%
SHEL SHELL PLC 0.1%
Value ($000) $438 Shares 6,651 Est. Cost $64.44 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $434 Shares 9,117 Est. Cost $46.38 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $432 Shares 2,304 Est. Cost $158.88 Unrealized -1.2%
GL GLOBE LIFE INC 0.1%
Value ($000) $425 Shares 3,493 Est. Cost $109.64 Unrealized +5.3%
VMC VULCAN MATLS CO 0.1%
Value ($000) $416 Shares 1,834 Est. Cost $213.74 Unrealized -2.4%
GOOG ALPHABET INC 0.1%
Value ($000) $411 Shares 2,796 Est. Cost $129.05 Unrealized +4.4%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $409 Shares 2,167 Est. Cost $163.31 Unrealized -7.4%
SAP SAP SE 0.1%
Value ($000) $409 Shares 2,643 Est. Cost $129.32 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $408 Shares 1,609 Est. Cost $215.61 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $405 Shares 11,254 Est. Cost $30.32 Unrealized -3.0%
PULS PGIM ETF TR 0.1%
Value ($000) $401 Shares 8,110 Est. Cost $49.49 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $398 Shares 4,751 Est. Cost $76.44 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $394 Shares 1,675 Est. Cost $183.93 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $392 Shares 6,416 Est. Cost $57.16 Unrealized -4.4%
ADBE ADOBE INC 0.1%
Value ($000) $388 Shares 651 Est. Cost $534.64 Unrealized +7.9%
FAST FASTENAL CO 0.1%
Value ($000) $382 Shares 5,892 Est. Cost $26.81 Unrealized +7.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $381 Shares 504 Est. Cost $607.02 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $381 Shares 2,749 Est. Cost $143.42 Unrealized -10.4%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $378 Shares 4,783 Est. Cost $78.01 Unrealized -7.5%
ORCL ORACLE CORP 0.1%
Value ($000) $372 Shares 3,529 Est. Cost $111.15 Unrealized -4.0%
RTX RTX CORPORATION 0.1%
Value ($000) $371 Shares 4,415 Est. Cost $81.24 Unrealized -6.9%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $370 Shares 11,971 Est. Cost $33.61 Unrealized
RTO RENTOKIL INITIAL PLC 0.1%
Value ($000) $370 Shares 12,932 Est. Cost $35.20 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $370 Shares 2,064 Est. Cost $156.02 Unrealized +4.1%
IWB ISHARES TR 0.1%
Value ($000) $368 Shares 1,403 Est. Cost $262.26 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $366 Shares 2,930 Est. Cost $115.01 Unrealized
UNILEVER PLC 0.1%
Value ($000) $361 Shares 7,451 Est. Cost $49.40 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $361 Shares 1,671 Est. Cost $167.65 Unrealized +4.5%
SNY SANOFI 0.1%
Value ($000) $357 Shares 7,181 Est. Cost $53.64 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.1%
Value ($000) $356 Shares 5,336 Est. Cost $58.88 Unrealized -2.6%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $353 Shares 1,568 Est. Cost $219.09 Unrealized +6.1%
HEI/A HEICO CORP NEW 0.1%
Value ($000) $349 Shares 2,451 Est. Cost $135.19 Unrealized -0.1%
TEAM ATLASSIAN CORPORATION 0.1%
Value ($000) $348 Shares 1,463 Est. Cost $189.84 Unrealized +3.4%
AON AON PLC 0.1%
Value ($000) $345 Shares 1,185 Est. Cost $299.38 Unrealized +5.3%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $328 Shares 11,460 Est. Cost $27.08 Unrealized -8.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $328 Shares 1,051 Est. Cost $262.36 Unrealized +0.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $327 Shares 496 Est. Cost $532.21 Unrealized +7.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $316 Shares 5,208 Est. Cost $63.27 Unrealized -15.5%
SNA SNAP ON INC 0.1%
Value ($000) $315 Shares 1,090 Est. Cost $253.81 Unrealized +0.4%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $312 Shares 864 Est. Cost $320.68 Unrealized +10.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $310 Shares 531 Est. Cost $506.78 Unrealized +13.5%
BN BROOKFIELD CORP 0.1%
Value ($000) $308 Shares 7,685 Est. Cost $22.38 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $307 Shares 1,892 Est. Cost $140.89 Unrealized +2.3%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $301 Shares 792 Est. Cost $330.95 Unrealized +0.8%
PSX PHILLIPS 66 0.1%
Value ($000) $301 Shares 2,258 Est. Cost $104.57 Unrealized +6.2%
SNPS SYNOPSYS INC 0.1%
Value ($000) $300 Shares 582 Est. Cost $451.35 Unrealized +13.3%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $298 Shares 1,594 Est. Cost $169.36 Unrealized -4.6%
TMUS T-MOBILE US INC 0.1%
Value ($000) $298 Shares 1,861 Est. Cost $134.81 Unrealized +6.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $297 Shares 2,495 Est. Cost $112.06 Unrealized -0.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $295 Shares 8,770 Est. Cost $27.81 Unrealized -0.7%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $295 Shares 4,014 Est. Cost $69.78 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $293 Shares 6,069 Est. Cost $47.97 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $291 Shares 82 Est. Cost $2985.69 Unrealized +2.8%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $290 Shares 7,145 Est. Cost $11.36 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $289 Shares 1,902 Est. Cost $116.99 Unrealized +3.0%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $289 Shares 13,955 Est. Cost $17.78 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $284 Shares 3,212 Est. Cost $76.93 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $283 Shares 1,995 Est. Cost $133.96 Unrealized -11.6%
PFE PFIZER INC 0.1%
Value ($000) $281 Shares 9,769 Est. Cost $30.57 Unrealized -13.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $281 Shares 694 Est. Cost $199.48 Unrealized -1.9%
SCI SERVICE CORP INTL 0.1%
Value ($000) $280 Shares 4,095 Est. Cost $63.17 Unrealized -4.7%
BLACKROCK INC 0.1%
Value ($000) $279 Shares 344 Est. Cost $811.82 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $277 Shares 1,147 Est. Cost $214.44 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $276 Shares 2,873 Est. Cost $92.44 Unrealized -0.3%
THO THOR INDS INC 0.1%
Value ($000) $275 Shares 2,324 Est. Cost $99.20 Unrealized -3.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $275 Shares 814 Est. Cost $298.09 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $274 Shares 883 Est. Cost $310.76 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $271 Shares 1,257 Est. Cost $184.24 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $269 Shares 1,363 Est. Cost $176.65 Unrealized -2.1%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $266 Shares 1,670 Est. Cost $120.35 Unrealized +19.1%
LEN LENNAR CORP 0.1%
Value ($000) $265 Shares 1,779 Est. Cost $116.88 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $262 Shares 566 Est. Cost $379.54 Unrealized +18.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $260 Shares 1,239 Est. Cost $173.71 Unrealized -0.8%
JMBS JANUS DETROIT STR TR 0.1%
Value ($000) $257 Shares 5,600 Est. Cost $43.40 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $253 Shares 541 Est. Cost $421.70 Unrealized +7.2%
EIX EDISON INTL 0.1%
Value ($000) $252 Shares 3,526 Est. Cost $62.39 Unrealized -4.6%
CPRT COPART INC 0.1%
Value ($000) $250 Shares 4,981 Est. Cost $44.67 Unrealized +5.7%
ACWV ISHARES INC 0.1%
Value ($000) $249 Shares 2,480 Est. Cost $50.11 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $247 Shares 4,117 Est. Cost $54.38 Unrealized -3.8%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $244 Shares 895 Est. Cost $257.66 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $244 Shares 3,007 Est. Cost $70.68 Unrealized +2.1%
TTD THE TRADE DESK INC 0.1%
Value ($000) $243 Shares 3,380 Est. Cost $80.85 Unrealized -9.1%
PEP PEPSICO INC 0.1%
Value ($000) $241 Shares 1,419 Est. Cost $166.00 Unrealized -7.4%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $240 Shares 5,381 Est. Cost $54.51 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $239 Shares 909 Est. Cost $223.60 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $239 Shares 1,641 Est. Cost $149.18 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $238 Shares 3,985 Est. Cost $59.44 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $237 Shares 1,805 Est. Cost $104.53 Unrealized 0.0%
ICLR ICON PLC 0.1%
Value ($000) $235 Shares 831 Est. Cost $258.75 Unrealized 0.0%
RACE FERRARI N V 0.1%
Value ($000) $234 Shares 692 Est. Cost $310.42 Unrealized +7.6%
AOS SMITH A O CORP 0.1%
Value ($000) $231 Shares 2,800 Est. Cost $71.01 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $230 Shares 40,599 Est. Cost $5.14 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $228 Shares 748 Est. Cost $242.81 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $228 Shares 3,446 Est. Cost $58.01 Unrealized +1.3%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $226 Shares 4,290 Est. Cost $47.32 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $223 Shares 384 Est. Cost $510.90 Unrealized 0.0%
BARRICK GOLD CORP 0.1%
Value ($000) $222 Shares 12,285 Est. Cost $14.55 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $222 Shares 2,401 Est. Cost $87.90 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $222 Shares 156 Est. Cost $1459.19 Unrealized -2.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $219 Shares 743 Est. Cost $133.70 Unrealized 0.0%
AGNC AGNC INVT CORP 0.1%
Value ($000) $219 Shares 22,298 Est. Cost $9.44 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $217 Shares 3,350 Est. Cost $64.81 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $204 Shares 1,530 Est. Cost $105.61 Unrealized 0.0%
SIGI SELECTIVE INS GROUP INC 0.1%
Value ($000) $204 Shares 2,049 Est. Cost $98.49 Unrealized 0.0%
ICFI ICF INTL INC 0.1%
Value ($000) $203 Shares 1,517 Est. Cost $131.38 Unrealized 0.0%
PRGO PERRIGO CO PLC 0.1%
Value ($000) $201 Shares 6,251 Est. Cost $35.20 Unrealized -15.1%
ENTG ENTEGRIS INC 0.1%
Value ($000) $201 Shares 1,675 Est. Cost $99.12 Unrealized +1.4%
BIZD VANECK ETF TRUST 0.1%
Value ($000) $198 Shares 12,353 Est. Cost $16.03 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $194 Shares 15,906 Est. Cost $10.87 Unrealized -11.4%
WEST WESTROCK COFFEE CO 0.1%
Value ($000) $179 Shares 17,523 Est. Cost $8.95 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $161 Shares 12,000 Est. Cost $13.45 Unrealized
ROCKET LAB USA INC 0.0%
Value ($000) $161 Shares 29,047 Est. Cost $4.38 Unrealized
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $127 Shares 62,743 Est. Cost $3.84 Unrealized -35.0%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $69 Shares 13,555 Est. Cost $5.96 Unrealized 0.0%
EVGO EVGO INC 0.0%
Value ($000) $39 Shares 11,000 Est. Cost $4.12 Unrealized -28.1%
VELO3D INC 0.0%
Value ($000) $5 Shares 12,437 Est. Cost $1.56 Unrealized
CANOO INC 0.0%
Value ($000) $5 Shares 19,000 Est. Cost $0.49 Unrealized