Phillips Wealth Planners LLC Diversified Active

CIK: 0001962628 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 29, 2024

Total Value ($000): $104,400 (100.0% shares, 0.0% debt)

Holdings (194)

VOO VANGUARD INDEX FDS 4.5%
Value ($000) $4,679 Shares 8,742 Est. Cost $388.21 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $2,694 Shares 6,473 Est. Cost $243.40 Unrealized +73.8%
AVGO BROADCOM INC 1.9%
Value ($000) $2,034 Shares 11,504 Est. Cost $147.51 Unrealized +7.1%
VEU VANGUARD INTL EQUITY INDEX F 1.6%
Value ($000) $1,682 Shares 27,235 Est. Cost $54.28 Unrealized
WMB WILLIAMS COS INC 1.6%
Value ($000) $1,628 Shares 31,687 Est. Cost $28.76 Unrealized +45.2%
JPM JPMORGAN CHASE & CO. 1.5%
Value ($000) $1,617 Shares 7,228 Est. Cost $124.09 Unrealized +65.2%
HD HOME DEPOT INC 1.5%
Value ($000) $1,519 Shares 3,629 Est. Cost $289.36 Unrealized +21.9%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $1,514 Shares 2,650 Est. Cost $501.63 Unrealized +9.3%
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $1,483 Shares 6,464 Est. Cost $142.81 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $1,445 Shares 18,848 Est. Cost $69.45 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $1,399 Shares 2 Est. Cost $466851.03 Unrealized +42.2%
ORCL ORACLE CORP 1.3%
Value ($000) $1,380 Shares 7,896 Est. Cost $91.39 Unrealized +56.5%
PNC PNC FINL SVCS GROUP INC 1.3%
Value ($000) $1,367 Shares 7,197 Est. Cost $131.07 Unrealized +27.8%
AAPL APPLE INC 1.3%
Value ($000) $1,317 Shares 5,681 Est. Cost $156.69 Unrealized +41.7%
AGG ISHARES TR 1.3%
Value ($000) $1,312 Shares 13,125 Est. Cost $98.23 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $1,310 Shares 6,876 Est. Cost $137.97 Unrealized +29.5%
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $1,213 Shares 7,916 Est. Cost $133.16 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $1,182 Shares 7,946 Est. Cost $150.06 Unrealized -6.7%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $1,174 Shares 3,155 Est. Cost $277.23 Unrealized +16.4%
V VISA INC 1.0%
Value ($000) $1,048 Shares 3,644 Est. Cost $212.46 Unrealized +26.0%
MCD MCDONALDS CORP 1.0%
Value ($000) $1,047 Shares 3,347 Est. Cost $246.05 Unrealized +8.4%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,008 Shares 5,849 Est. Cost $134.49 Unrealized +22.1%
XLF SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,006 Shares 21,191 Est. Cost $42.05 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $1,003 Shares 9,086 Est. Cost $95.55 Unrealized +18.2%
AMGN AMGEN INC 1.0%
Value ($000) $997 Shares 3,100 Est. Cost $231.87 Unrealized +35.1%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $990 Shares 1,869 Est. Cost $318.90 Unrealized +49.0%
ABT ABBOTT LABS 0.9%
Value ($000) $901 Shares 7,644 Est. Cost $100.59 Unrealized +6.4%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $899 Shares 3,849 Est. Cost $170.64 Unrealized +10.7%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $829 Shares 19,624 Est. Cost $31.20 Unrealized +21.0%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $822 Shares 5,006 Est. Cost $155.93 Unrealized -2.1%
GOOGL ALPHABET INC 0.8%
Value ($000) $819 Shares 4,958 Est. Cost $125.82 Unrealized +32.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $798 Shares 6,617 Est. Cost $98.19 Unrealized +12.1%
PEP PEPSICO INC 0.7%
Value ($000) $765 Shares 4,383 Est. Cost $161.61 Unrealized +0.8%
AFL AFLAC INC 0.7%
Value ($000) $738 Shares 6,453 Est. Cost $64.84 Unrealized +52.3%
TGT TARGET CORP 0.7%
Value ($000) $718 Shares 4,517 Est. Cost $122.71 Unrealized +14.9%
META META PLATFORMS INC 0.7%
Value ($000) $691 Shares 1,198 Est. Cost $367.30 Unrealized +39.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $677 Shares 4,097 Est. Cost $105.27 Unrealized +44.1%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $671 Shares 15,270 Est. Cost $32.90 Unrealized +16.7%
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $669 Shares 3,362 Est. Cost $152.84 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $668 Shares 3,052 Est. Cost $179.93 Unrealized +4.7%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $665 Shares 7,882 Est. Cost $69.74 Unrealized +7.3%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $639 Shares 5,283 Est. Cost $83.14 Unrealized +32.1%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $638 Shares 5,330 Est. Cost $85.03 Unrealized +24.6%
TT TRANE TECHNOLOGIES PLC 0.6%
Value ($000) $637 Shares 1,612 Est. Cost $204.43 Unrealized +67.8%
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $633 Shares 6,954 Est. Cost $56.65 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $629 Shares 6,985 Est. Cost $75.57 Unrealized +7.0%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $626 Shares 11,731 Est. Cost $55.39 Unrealized -21.2%
ETN EATON CORP PLC 0.6%
Value ($000) $614 Shares 1,800 Est. Cost $160.16 Unrealized +88.1%
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $608 Shares 7,379 Est. Cost $75.11 Unrealized
USB US BANCORP DEL 0.6%
Value ($000) $593 Shares 12,056 Est. Cost $36.82 Unrealized +11.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $586 Shares 3,128 Est. Cost $83.98 Unrealized
PGR PROGRESSIVE CORP 0.6%
Value ($000) $586 Shares 2,295 Est. Cost $115.98 Unrealized +84.6%
TMUS T-MOBILE US INC 0.6%
Value ($000) $584 Shares 2,658 Est. Cost $153.92 Unrealized +21.8%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $579 Shares 2,819 Est. Cost $129.17 Unrealized +53.3%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $574 Shares 647 Est. Cost $470.99 Unrealized +83.0%
STE STERIS PLC 0.5%
Value ($000) $568 Shares 2,512 Est. Cost $196.19 Unrealized +17.8%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $565 Shares 2,811 Est. Cost $173.96 Unrealized
AZN ASTRAZENECA PLC 0.5%
Value ($000) $564 Shares 7,200 Est. Cost $73.50 Unrealized
UNILEVER PLC 0.5%
Value ($000) $555 Shares 8,777 Est. Cost $53.23 Unrealized
TOTALENERGIES SE 0.5%
Value ($000) $554 Shares 8,588 Est. Cost $67.06 Unrealized
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $550 Shares 22,054 Est. Cost $15.23 Unrealized +30.3%
CRM SALESFORCE INC 0.5%
Value ($000) $549 Shares 1,886 Est. Cost $213.38 Unrealized +19.0%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $544 Shares 1,059 Est. Cost $329.02 Unrealized +40.3%
EQIX EQUINIX INC 0.5%
Value ($000) $540 Shares 613 Est. Cost $664.88 Unrealized +19.5%
PLD PROLOGIS INC. 0.5%
Value ($000) $536 Shares 4,219 Est. Cost $104.41 Unrealized +13.1%
AMZN AMAZON COM INC 0.5%
Value ($000) $528 Shares 2,827 Est. Cost $112.77 Unrealized +61.8%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $521 Shares 2,292 Est. Cost $173.68 Unrealized +26.7%
TJX TJX COS INC NEW 0.5%
Value ($000) $509 Shares 4,335 Est. Cost $82.20 Unrealized +37.1%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $487 Shares 3,584 Est. Cost $146.08 Unrealized -17.5%
MS MORGAN STANLEY 0.4%
Value ($000) $462 Shares 3,866 Est. Cost $82.47 Unrealized +17.5%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $454 Shares 1,499 Est. Cost $46.33 Unrealized +13.4%
CCOI COGENT COMMUNICATIONS HLDGS 0.4%
Value ($000) $443 Shares 5,296 Est. Cost $49.20 Unrealized +28.6%
BBY BEST BUY INC 0.4%
Value ($000) $440 Shares 4,463 Est. Cost $74.22 Unrealized +13.0%
VICI VICI PPTYS INC 0.4%
Value ($000) $438 Shares 13,221 Est. Cost $27.63 Unrealized +5.5%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $437 Shares 6,077 Est. Cost $61.07 Unrealized +10.0%
CME CME GROUP INC 0.4%
Value ($000) $434 Shares 1,912 Est. Cost $164.86 Unrealized +19.2%
AES AES CORP 0.4%
Value ($000) $434 Shares 24,253 Est. Cost $21.14 Unrealized -22.3%
RTX RTX CORPORATION 0.4%
Value ($000) $430 Shares 3,406 Est. Cost $84.19 Unrealized +31.9%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $429 Shares 2,942 Est. Cost $114.21 Unrealized +17.5%
TSLA TESLA INC 0.4%
Value ($000) $428 Shares 1,936 Est. Cost $189.78 Unrealized +20.2%
GLW CORNING INC 0.4%
Value ($000) $426 Shares 9,269 Est. Cost $29.81 Unrealized +37.1%
IEF ISHARES TR 0.4%
Value ($000) $426 Shares 4,424 Est. Cost $96.25 Unrealized
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $423 Shares 1,857 Est. Cost $186.42 Unrealized +13.1%
UNP UNION PAC CORP 0.4%
Value ($000) $421 Shares 1,697 Est. Cost $197.72 Unrealized +18.7%
WMT WALMART INC 0.4%
Value ($000) $416 Shares 5,125 Est. Cost $54.28 Unrealized +33.5%
EMN EASTMAN CHEM CO 0.4%
Value ($000) $407 Shares 3,745 Est. Cost $77.52 Unrealized +21.5%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $406 Shares 4,682 Est. Cost $70.26 Unrealized +4.0%
IJH ISHARES TR 0.4%
Value ($000) $406 Shares 6,357 Est. Cost $58.50 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $405 Shares 1,382 Est. Cost $202.43 Unrealized +33.8%
WSO WATSCO INC 0.4%
Value ($000) $403 Shares 815 Est. Cost $271.77 Unrealized +76.9%
WEC WEC ENERGY GROUP INC 0.4%
Value ($000) $401 Shares 4,062 Est. Cost $83.52 Unrealized +1.3%
IEFA ISHARES TR 0.4%
Value ($000) $400 Shares 5,273 Est. Cost $67.46 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $389 Shares 1,431 Est. Cost $225.36 Unrealized +24.8%
CBOE CBOE GLOBAL MKTS INC 0.4%
Value ($000) $385 Shares 1,828 Est. Cost $131.19 Unrealized +48.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $385 Shares 1,918 Est. Cost $152.79 Unrealized +26.3%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $382 Shares 3,493 Est. Cost $66.52 Unrealized +56.3%
EWBC EAST WEST BANCORP INC 0.4%
Value ($000) $380 Shares 4,143 Est. Cost $60.84 Unrealized +26.6%
TRP TC ENERGY CORP 0.4%
Value ($000) $377 Shares 7,972 Est. Cost $35.43 Unrealized +16.6%
PFE PFIZER INC 0.4%
Value ($000) $377 Shares 12,692 Est. Cost $34.90 Unrealized -23.5%
SAP SAP SE 0.4%
Value ($000) $373 Shares 1,626 Est. Cost $163.94 Unrealized
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $364 Shares 2,672 Est. Cost $106.98 Unrealized +7.0%
IDA IDACORP INC 0.3%
Value ($000) $361 Shares 3,452 Est. Cost $102.53 Unrealized -2.6%
FNF FIDELITY NATIONAL FINANCIAL 0.3%
Value ($000) $357 Shares 5,693 Est. Cost $31.82 Unrealized +61.9%
FISV FISERV INC 0.3%
Value ($000) $357 Shares 1,805 Est. Cost $126.66 Unrealized +30.2%
O REALTY INCOME CORP 0.3%
Value ($000) $352 Shares 5,481 Est. Cost $48.81 Unrealized +12.7%
USMV ISHARES TR 0.3%
Value ($000) $350 Shares 3,777 Est. Cost $73.43 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $350 Shares 1,071 Est. Cost $265.03 Unrealized -0.7%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $346 Shares 2,638 Est. Cost $111.09 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $345 Shares 2,211 Est. Cost $132.70 Unrealized +14.5%
IEMG ISHARES INC 0.3%
Value ($000) $344 Shares 6,041 Est. Cost $50.11 Unrealized
KR KROGER CO 0.3%
Value ($000) $344 Shares 6,074 Est. Cost $48.87 Unrealized +6.7%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $344 Shares 1,182 Est. Cost $212.61 Unrealized +19.2%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $340 Shares 2,505 Est. Cost $101.76 Unrealized +16.0%
IAI ISHARES TR 0.3%
Value ($000) $337 Shares 2,446 Est. Cost $109.87 Unrealized
SNY SANOFI 0.3%
Value ($000) $334 Shares 6,133 Est. Cost $46.90 Unrealized
RY ROYAL BK CDA 0.3%
Value ($000) $330 Shares 2,616 Est. Cost $98.70 Unrealized +16.3%
CAT CATERPILLAR INC 0.3%
Value ($000) $329 Shares 835 Est. Cost $318.64 Unrealized +6.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $326 Shares 3,417 Est. Cost $82.83 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $325 Shares 15,544 Est. Cost $18.38 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $324 Shares 3,944 Est. Cost $66.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $324 Shares 11,105 Est. Cost $26.56 Unrealized
INTERPUBLIC GROUP COS INC 0.3%
Value ($000) $314 Shares 9,822 Est. Cost $28.52 Unrealized +1.7%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $312 Shares 589 Est. Cost $433.62 Unrealized +13.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $308 Shares 1,796 Est. Cost $112.60 Unrealized +52.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $302 Shares 649 Est. Cost $308.18 Unrealized +43.5%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $301 Shares 2,547 Est. Cost $134.33 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $298 Shares 6,253 Est. Cost $35.92 Unrealized
SNA SNAP ON INC 0.3%
Value ($000) $297 Shares 996 Est. Cost $212.73 Unrealized +24.9%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $291 Shares 500 Est. Cost $470.02 Unrealized
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $287 Shares 1,573 Est. Cost $137.91 Unrealized +34.2%
PAYX PAYCHEX INC 0.3%
Value ($000) $285 Shares 2,002 Est. Cost $121.91 Unrealized 0.0%
EOG EOG RES INC 0.3%
Value ($000) $283 Shares 2,225 Est. Cost $111.68 Unrealized +7.8%
TFC TRUIST FINL CORP 0.3%
Value ($000) $282 Shares 6,343 Est. Cost $33.40 Unrealized +18.5%
ENB ENBRIDGE INC 0.3%
Value ($000) $281 Shares 6,712 Est. Cost $31.55 Unrealized +12.6%
AXS AXIS CAP HLDGS LTD 0.3%
Value ($000) $279 Shares 3,418 Est. Cost $58.09 Unrealized +26.4%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $278 Shares 1,194 Est. Cost $232.78 Unrealized +1.4%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $277 Shares 3,420 Est. Cost $68.53 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $277 Shares 1,190 Est. Cost $227.11 Unrealized +7.5%
CNP CENTERPOINT ENERGY INC 0.3%
Value ($000) $277 Shares 9,197 Est. Cost $26.28 Unrealized +2.9%
BIL SPDR SER TR 0.3%
Value ($000) $271 Shares 2,956 Est. Cost $91.53 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $270 Shares 4,781 Est. Cost $41.77 Unrealized +12.0%
FERG FERGUSON ENTERPRISES INC 0.3%
Value ($000) $270 Shares 1,329 Est. Cost $197.54 Unrealized 0.0%
BP BP PLC 0.3%
Value ($000) $269 Shares 8,705 Est. Cost $39.09 Unrealized
TRNO TERRENO RLTY CORP 0.3%
Value ($000) $269 Shares 4,020 Est. Cost $61.35 Unrealized
RMD RESMED INC 0.3%
Value ($000) $268 Shares 1,125 Est. Cost $181.36 Unrealized +21.7%
TEL TE CONNECTIVITY PLC 0.3%
Value ($000) $265 Shares 1,829 Est. Cost $146.90 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.2%
Value ($000) $260 Shares 553 Est. Cost $421.51 Unrealized -0.8%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $259 Shares 1,217 Est. Cost $154.31 Unrealized +32.4%
SHEL SHELL PLC 0.2%
Value ($000) $256 Shares 3,844 Est. Cost $61.56 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $254 Shares 1,022 Est. Cost $209.64 Unrealized +7.2%
ASML ASML HOLDING N V 0.2%
Value ($000) $254 Shares 371 Est. Cost $772.01 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $253 Shares 701 Est. Cost $279.90 Unrealized +21.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $252 Shares 1,151 Est. Cost $144.85 Unrealized +41.1%
BRO BROWN & BROWN INC 0.2%
Value ($000) $250 Shares 2,354 Est. Cost $79.49 Unrealized +24.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $247 Shares 270 Est. Cost $350.72 Unrealized +153.9%
ALL ALLSTATE CORP 0.2%
Value ($000) $247 Shares 1,261 Est. Cost $172.85 Unrealized 0.0%
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $246 Shares 1,330 Est. Cost $169.18 Unrealized
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $246 Shares 8,733 Est. Cost $29.32 Unrealized -5.5%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $242 Shares 3,552 Est. Cost $65.81 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $241 Shares 2,027 Est. Cost $103.08 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $240 Shares 3,402 Est. Cost $59.04 Unrealized +11.2%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $239 Shares 996 Est. Cost $240.40 Unrealized -5.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $238 Shares 844 Est. Cost $245.13 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $237 Shares 1,567 Est. Cost $114.39 Unrealized +22.9%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $236 Shares 1,402 Est. Cost $137.35 Unrealized +8.5%
IEUR ISHARES TR 0.2%
Value ($000) $235 Shares 3,977 Est. Cost $55.47 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $233 Shares 439 Est. Cost $478.00 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $226 Shares 2,462 Est. Cost $76.82 Unrealized +10.8%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $226 Shares 1,218 Est. Cost $166.06 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $224 Shares 1,012 Est. Cost $191.85 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $223 Shares 2,416 Est. Cost $60.04 Unrealized +36.0%
T AT&T INC 0.2%
Value ($000) $222 Shares 10,226 Est. Cost $16.17 Unrealized +16.1%
JEF JEFFERIES FINL GROUP INC 0.2%
Value ($000) $219 Shares 3,291 Est. Cost $54.37 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $219 Shares 1,631 Est. Cost $56.61 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value ($000) $219 Shares 321 Est. Cost $510.90 Unrealized +51.7%
TXNM TXNM ENERGY INC 0.2%
Value ($000) $218 Shares 4,984 Est. Cost $40.62 Unrealized 0.0%
ULS UL SOLUTIONS INC 0.2%
Value ($000) $218 Shares 4,019 Est. Cost $48.68 Unrealized 0.0%
TRGP TARGA RES CORP 0.2%
Value ($000) $217 Shares 1,333 Est. Cost $113.18 Unrealized +20.9%
PRIMO WATER CORPORATION 0.2%
Value ($000) $214 Shares 7,946 Est. Cost $26.91 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $213 Shares 3,600 Est. Cost $55.35 Unrealized 0.0%
XEL XCEL ENERGY INC 0.2%
Value ($000) $211 Shares 3,300 Est. Cost $56.58 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $210 Shares 1,897 Est. Cost $99.38 Unrealized +5.7%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $209 Shares 1,281 Est. Cost $139.75 Unrealized 0.0%
INGR INGREDION INC 0.2%
Value ($000) $209 Shares 1,544 Est. Cost $127.20 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.2%
Value ($000) $208 Shares 4,660 Est. Cost $39.87 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $207 Shares 1,679 Est. Cost $104.76 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.2%
Value ($000) $206 Shares 594 Est. Cost $306.57 Unrealized 0.0%
GOLF ACUSHNET HLDGS CORP 0.2%
Value ($000) $204 Shares 3,159 Est. Cost $65.97 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $204 Shares 2,742 Est. Cost $62.88 Unrealized +8.0%
DOX AMDOCS LTD 0.2%
Value ($000) $204 Shares 2,272 Est. Cost $81.22 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $202 Shares 1,688 Est. Cost $107.07 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $202 Shares 3,011 Est. Cost $62.23 Unrealized +2.9%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $197 Shares 12,406 Est. Cost $11.94 Unrealized +12.4%
VALE VALE S A 0.1%
Value ($000) $118 Shares 10,705 Est. Cost $10.98 Unrealized