Colonial River Wealth Management, LLC Diversified Active

CIK: 0001845859 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 25, 2025

Total Value ($000): $181,671 (100.0% shares, 0.0% debt)

Holdings (202)

AAPL APPLE INC 6.1%
Value ($000) $11,127 Shares 50,093 Est. Cost $172.21 Unrealized +34.0%
NVDA NVIDIA CORPORATION 6.1%
Value ($000) $11,058 Shares 102,026 Est. Cost $99.75 Unrealized +27.0%
RWL INVESCO EXCH TRADED FD TR II 4.1%
Value ($000) $7,463 Shares 75,127 Est. Cost $99.34 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $7,277 Shares 19,384 Est. Cost $346.83 Unrealized +16.8%
CGGR CAPITAL GROUP GROWTH ETF 3.9%
Value ($000) $7,000 Shares 204,374 Est. Cost $32.28 Unrealized
AMZN AMAZON COM INC 3.2%
Value ($000) $5,805 Shares 30,509 Est. Cost $153.69 Unrealized +41.2%
SPMO INVESCO EXCH TRADED FD TR II 2.7%
Value ($000) $4,854 Shares 52,460 Est. Cost $89.82 Unrealized
META META PLATFORMS INC 2.2%
Value ($000) $4,069 Shares 7,060 Est. Cost $521.00 Unrealized +23.5%
GTO INVESCO ACTIVELY MANAGED EXC 1.9%
Value ($000) $3,495 Shares 74,465 Est. Cost $46.93 Unrealized
QVML INVESCO EXCH TRADED FD TR II 1.7%
Value ($000) $3,085 Shares 92,100 Est. Cost $33.50 Unrealized
TSLA TESLA INC 1.4%
Value ($000) $2,546 Shares 9,824 Est. Cost $267.67 Unrealized +24.5%
GSY INVESCO ACTIVELY MANAGED EXC 1.4%
Value ($000) $2,539 Shares 50,666 Est. Cost $50.12 Unrealized
AVGO BROADCOM INC 1.3%
Value ($000) $2,415 Shares 14,425 Est. Cost $158.54 Unrealized +32.3%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,360 Shares 19,845 Est. Cost $73.65 Unrealized +45.6%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $2,166 Shares 13,645 Est. Cost $92.41 Unrealized +48.2%
ICLO INVESCO ACTIVELY MANAGED EXC 1.2%
Value ($000) $2,131 Shares 83,582 Est. Cost $25.49 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $2,088 Shares 13,503 Est. Cost $125.11 Unrealized +44.4%
NFLX NETFLIX INC 1.1%
Value ($000) $2,054 Shares 2,203 Est. Cost $56.93 Unrealized +67.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $1,940 Shares 11,688 Est. Cost $166.00 Unrealized
D DOMINION ENERGY INC 1.1%
Value ($000) $1,915 Shares 34,163 Est. Cost $50.39 Unrealized +4.6%
PLTR PALANTIR TECHNOLOGIES INC 1.0%
Value ($000) $1,855 Shares 21,980 Est. Cost $27.05 Unrealized +224.6%
IVV ISHARES TR 1.0%
Value ($000) $1,836 Shares 3,267 Est. Cost $551.28 Unrealized
WMT WALMART INC 1.0%
Value ($000) $1,741 Shares 19,833 Est. Cost $59.89 Unrealized +55.2%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,722 Shares 37,964 Est. Cost $33.60 Unrealized +17.8%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $1,717 Shares 7,001 Est. Cost $170.77 Unrealized +46.9%
APP APPLOVIN CORP 0.9%
Value ($000) $1,698 Shares 6,407 Est. Cost $167.53 Unrealized +105.7%
GFL GFL ENVIRONMENTAL INC 0.9%
Value ($000) $1,608 Shares 33,277 Est. Cost $45.30 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,590 Shares 1,681 Est. Cost $523.93 Unrealized +85.2%
V VISA INC 0.8%
Value ($000) $1,527 Shares 4,359 Est. Cost $297.16 Unrealized +13.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,432 Shares 27,654 Est. Cost $51.78 Unrealized
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,315 Shares 14,070 Est. Cost $64.66 Unrealized
BAC BANK AMERICA CORP 0.7%
Value ($000) $1,314 Shares 31,497 Est. Cost $34.59 Unrealized +26.1%
QQQM INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,311 Shares 6,790 Est. Cost $166.20 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,300 Shares 2,483 Est. Cost $475.74 Unrealized +5.0%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,243 Shares 2,650 Est. Cost $385.13 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,123 Shares 4,085 Est. Cost $261.96 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $1,110 Shares 20,831 Est. Cost $51.85 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,103 Shares 5,263 Est. Cost $124.50 Unrealized +52.1%
JXN JACKSON FINANCIAL INC 0.6%
Value ($000) $1,072 Shares 12,800 Est. Cost $36.74 Unrealized +133.8%
SPOT SPOTIFY TECHNOLOGY S A 0.6%
Value ($000) $1,053 Shares 1,915 Est. Cost $354.60 Unrealized +57.6%
GOOG ALPHABET INC 0.6%
Value ($000) $1,045 Shares 6,689 Est. Cost $160.04 Unrealized +14.0%
HD HOME DEPOT INC 0.6%
Value ($000) $1,033 Shares 2,819 Est. Cost $284.08 Unrealized +34.0%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $981 Shares 4,752 Est. Cost $187.00 Unrealized
SE SEA LTD 0.5%
Value ($000) $962 Shares 7,369 Est. Cost $130.49 Unrealized
VST VISTRA CORP 0.5%
Value ($000) $954 Shares 8,127 Est. Cost $97.50 Unrealized +52.4%
MO ALTRIA GROUP INC 0.5%
Value ($000) $910 Shares 15,154 Est. Cost $34.95 Unrealized +46.0%
SPSM SPDR SER TR 0.5%
Value ($000) $903 Shares 22,162 Est. Cost $43.00 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $876 Shares 15,974 Est. Cost $54.86 Unrealized
SPYV SPDR SER TR 0.4%
Value ($000) $795 Shares 15,561 Est. Cost $50.42 Unrealized
TLN TALEN ENERGY CORP 0.4%
Value ($000) $775 Shares 3,879 Est. Cost $216.89 Unrealized 0.0%
IRM IRON MTN INC DEL 0.4%
Value ($000) $757 Shares 8,795 Est. Cost $66.23 Unrealized +40.6%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $756 Shares 2,038 Est. Cost $303.58 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $752 Shares 14,970 Est. Cost $50.23 Unrealized
NRG NRG ENERGY INC 0.4%
Value ($000) $750 Shares 7,858 Est. Cost $100.05 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $747 Shares 16,235 Est. Cost $46.02 Unrealized
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $747 Shares 10,347 Est. Cost $90.00 Unrealized +18.1%
KO COCA COLA CO 0.4%
Value ($000) $740 Shares 10,336 Est. Cost $56.51 Unrealized +15.0%
LLY ELI LILLY & CO 0.4%
Value ($000) $733 Shares 888 Est. Cost $786.39 Unrealized +5.1%
SPTL SPDR SER TR 0.4%
Value ($000) $705 Shares 25,868 Est. Cost $27.26 Unrealized
HEI/A HEICO CORP NEW 0.4%
Value ($000) $700 Shares 3,319 Est. Cost $193.59 Unrealized 0.0%
QLV FLEXSHARES TR 0.4%
Value ($000) $675 Shares 10,235 Est. Cost $50.83 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $671 Shares 9,458 Est. Cost $74.53 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $663 Shares 3,995 Est. Cost $150.20 Unrealized +1.5%
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $651 Shares 3,630 Est. Cost $186.79 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $632 Shares 3,711 Est. Cost $140.78 Unrealized +16.5%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $630 Shares 1,448 Est. Cost $418.01 Unrealized -5.7%
TMUS T-MOBILE US INC 0.3%
Value ($000) $621 Shares 2,330 Est. Cost $155.77 Unrealized +56.0%
MPLX MPLX LP 0.3%
Value ($000) $621 Shares 11,603 Est. Cost $34.82 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $609 Shares 5,865 Est. Cost $96.10 Unrealized
ZROZ PIMCO ETF TR 0.3%
Value ($000) $607 Shares 8,468 Est. Cost $71.63 Unrealized
T AT&T INC 0.3%
Value ($000) $601 Shares 21,237 Est. Cost $14.04 Unrealized +73.4%
SPTM SPDR SER TR 0.3%
Value ($000) $597 Shares 8,772 Est. Cost $55.02 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $594 Shares 1,900 Est. Cost $246.64 Unrealized +18.8%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $586 Shares 1,178 Est. Cost $539.78 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $576 Shares 22,720 Est. Cost $30.74 Unrealized -19.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $543 Shares 5,534 Est. Cost $92.94 Unrealized +8.7%
BX BLACKSTONE INC 0.3%
Value ($000) $540 Shares 3,864 Est. Cost $108.87 Unrealized +45.3%
ORCL ORACLE CORP 0.3%
Value ($000) $535 Shares 3,830 Est. Cost $175.85 Unrealized -8.1%
ETN EATON CORP PLC 0.3%
Value ($000) $531 Shares 1,953 Est. Cost $161.57 Unrealized +91.0%
ALL ALLSTATE CORP 0.3%
Value ($000) $530 Shares 2,561 Est. Cost $111.85 Unrealized +71.0%
IWX ISHARES TR 0.3%
Value ($000) $516 Shares 6,280 Est. Cost $82.18 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $509 Shares 10,019 Est. Cost $46.97 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $500 Shares 2,893 Est. Cost $145.66 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $490 Shares 14,346 Est. Cost $23.19 Unrealized
APO APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $488 Shares 3,563 Est. Cost $151.84 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $486 Shares 6,862 Est. Cost $73.41 Unrealized -6.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $476 Shares 893 Est. Cost $443.97 Unrealized +9.5%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $469 Shares 9,273 Est. Cost $50.63 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $468 Shares 1,842 Est. Cost $278.09 Unrealized 0.0%
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $467 Shares 12,823 Est. Cost $34.57 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $466 Shares 20,230 Est. Cost $23.04 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $458 Shares 4,363 Est. Cost $96.79 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $451 Shares 826 Est. Cost $479.12 Unrealized +23.3%
BIL SPDR SER TR 0.2%
Value ($000) $444 Shares 4,837 Est. Cost $91.64 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $443 Shares 2,556 Est. Cost $152.48 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $442 Shares 4,829 Est. Cost $91.13 Unrealized
NTRA NATERA INC 0.2%
Value ($000) $441 Shares 3,122 Est. Cost $160.74 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $436 Shares 2,603 Est. Cost $135.22 Unrealized +11.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $413 Shares 2,688 Est. Cost $134.76 Unrealized +18.5%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $409 Shares 2,802 Est. Cost $134.94 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $409 Shares 4,703 Est. Cost $76.16 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $409 Shares 12,167 Est. Cost $31.03 Unrealized 0.0%
CRM SALESFORCE INC 0.2%
Value ($000) $408 Shares 1,520 Est. Cost $261.98 Unrealized +18.0%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $400 Shares 10,684 Est. Cost $41.71 Unrealized -17.1%
OKE ONEOK INC NEW 0.2%
Value ($000) $399 Shares 4,018 Est. Cost $57.97 Unrealized +63.8%
SPYM SPDR SER TR 0.2%
Value ($000) $394 Shares 5,998 Est. Cost $54.16 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $394 Shares 2,629 Est. Cost $157.25 Unrealized -8.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $389 Shares 1,565 Est. Cost $139.13 Unrealized +72.1%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $388 Shares 1,704 Est. Cost $248.61 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value ($000) $387 Shares 7,595 Est. Cost $50.90 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $369 Shares 5,999 Est. Cost $72.09 Unrealized +34.1%
MCK MCKESSON CORP 0.2%
Value ($000) $365 Shares 543 Est. Cost $553.61 Unrealized +11.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $365 Shares 666 Est. Cost $390.39 Unrealized +38.8%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $364 Shares 711 Est. Cost $470.02 Unrealized 0.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $352 Shares 8,545 Est. Cost $39.61 Unrealized +7.8%
CMI CUMMINS INC 0.2%
Value ($000) $343 Shares 1,094 Est. Cost $247.86 Unrealized +39.6%
PXF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $343 Shares 6,589 Est. Cost $51.99 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $341 Shares 609 Est. Cost $456.27 Unrealized
F FORD MTR CO 0.2%
Value ($000) $334 Shares 33,349 Est. Cost $9.64 Unrealized -4.1%
SNY SANOFI 0.2%
Value ($000) $333 Shares 5,997 Est. Cost $55.46 Unrealized
NBIS NEBIUS GROUP N.V. 0.2%
Value ($000) $330 Shares 15,646 Est. Cost $32.90 Unrealized 0.0%
HTGC HERCULES CAPITAL INC 0.2%
Value ($000) $330 Shares 17,177 Est. Cost $16.82 Unrealized +20.0%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $323 Shares 1,699 Est. Cost $209.53 Unrealized 0.0%
JSML JANUS DETROIT STR TR 0.2%
Value ($000) $319 Shares 5,237 Est. Cost $60.90 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $317 Shares 1,101 Est. Cost $176.64 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.2%
Value ($000) $309 Shares 9,978 Est. Cost $30.98 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $308 Shares 2,703 Est. Cost $102.97 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $307 Shares 3,921 Est. Cost $77.67 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value ($000) $306 Shares 1,257 Est. Cost $253.59 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $306 Shares 684 Est. Cost $443.76 Unrealized +1.0%
FLTR VANECK ETF TRUST 0.2%
Value ($000) $305 Shares 11,929 Est. Cost $24.93 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $303 Shares 3,875 Est. Cost $75.95 Unrealized
BSM BLACK STONE MINERALS L P 0.2%
Value ($000) $300 Shares 19,650 Est. Cost $15.83 Unrealized
QLC FLEXSHARES TR 0.2%
Value ($000) $299 Shares 4,680 Est. Cost $45.21 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $296 Shares 6,301 Est. Cost $46.95 Unrealized +4.0%
SOXX ISHARES TR 0.2%
Value ($000) $296 Shares 1,573 Est. Cost $230.62 Unrealized
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $296 Shares 7,101 Est. Cost $47.54 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $294 Shares 20,480 Est. Cost $13.80 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $294 Shares 3,723 Est. Cost $66.74 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $293 Shares 2,404 Est. Cost $85.87 Unrealized +28.7%
FWONK LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $290 Shares 3,227 Est. Cost $90.01 Unrealized
PPL PPL CORP 0.2%
Value ($000) $287 Shares 7,958 Est. Cost $32.92 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $284 Shares 5,023 Est. Cost $40.32 Unrealized +47.4%
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $282 Shares 5,567 Est. Cost $50.71 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $282 Shares 548 Est. Cost $505.42 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $281 Shares 554 Est. Cost $507.58 Unrealized 0.0%
IUSV ISHARES TR 0.2%
Value ($000) $274 Shares 2,973 Est. Cost $95.12 Unrealized
IR INGERSOLL RAND INC 0.2%
Value ($000) $274 Shares 3,424 Est. Cost $87.04 Unrealized 0.0%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $269 Shares 9,510 Est. Cost $27.44 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $268 Shares 2,987 Est. Cost $81.18 Unrealized +11.0%
IUSG ISHARES TR 0.1%
Value ($000) $268 Shares 2,107 Est. Cost $119.87 Unrealized
VDC VANGUARD WORLD FD 0.1%
Value ($000) $268 Shares 1,223 Est. Cost $199.23 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $267 Shares 3,632 Est. Cost $73.50 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $263 Shares 3,811 Est. Cost $94.43 Unrealized 0.0%
FDMO FIDELITY COVINGTON TRUST 0.1%
Value ($000) $259 Shares 3,977 Est. Cost $65.06 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $259 Shares 325 Est. Cost $128.66 Unrealized +49.8%
FVAL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $256 Shares 4,293 Est. Cost $59.59 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $251 Shares 2,446 Est. Cost $125.90 Unrealized -14.9%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $251 Shares 681 Est. Cost $340.71 Unrealized +5.0%
EELV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $250 Shares 10,297 Est. Cost $24.28 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $249 Shares 3,586 Est. Cost $158.48 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $244 Shares 739 Est. Cost $187.53 Unrealized +87.7%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $243 Shares 3,031 Est. Cost $81.59 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $241 Shares 2,404 Est. Cost $100.14 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $240 Shares 2,612 Est. Cost $61.33 Unrealized +37.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $239 Shares 2,129 Est. Cost $71.29 Unrealized +41.0%
IJR ISHARES TR 0.1%
Value ($000) $238 Shares 2,279 Est. Cost $100.74 Unrealized
QLVD FLEXSHARES TR 0.1%
Value ($000) $237 Shares 8,249 Est. Cost $24.06 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $237 Shares 6,267 Est. Cost $37.81 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $236 Shares 1,021 Est. Cost $168.16 Unrealized +29.9%
IJH ISHARES TR 0.1%
Value ($000) $234 Shares 4,010 Est. Cost $109.78 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $234 Shares 1,301 Est. Cost $155.75 Unrealized +17.0%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $234 Shares 4,785 Est. Cost $52.27 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $233 Shares 6,398 Est. Cost $25.93 Unrealized +37.2%
ROST ROSS STORES INC 0.1%
Value ($000) $231 Shares 1,810 Est. Cost $106.60 Unrealized +29.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $229 Shares 655 Est. Cost $230.06 Unrealized +51.3%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $228 Shares 646 Est. Cost $290.03 Unrealized +31.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $227 Shares 1,172 Est. Cost $144.64 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $227 Shares 1,330 Est. Cost $170.81 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $224 Shares 1,309 Est. Cost $175.40 Unrealized -9.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $219 Shares 3,547 Est. Cost $47.90 Unrealized +25.5%
O REALTY INCOME CORP 0.1%
Value ($000) $218 Shares 3,751 Est. Cost $48.64 Unrealized +8.1%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $215 Shares 724 Est. Cost $286.33 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $215 Shares 2,233 Est. Cost $68.08 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $215 Shares 5,214 Est. Cost $46.98 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $214 Shares 2,124 Est. Cost $100.70 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $212 Shares 1,372 Est. Cost $137.31 Unrealized +4.3%
GSK GSK PLC 0.1%
Value ($000) $211 Shares 5,446 Est. Cost $38.74 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $211 Shares 1,554 Est. Cost $126.97 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $205 Shares 3,200 Est. Cost $64.16 Unrealized
FISV FISERV INC 0.1%
Value ($000) $205 Shares 928 Est. Cost $218.93 Unrealized 0.0%
MGIC MAGIC SOFTWARE ENTERPRISES L 0.1%
Value ($000) $203 Shares 15,658 Est. Cost $9.16 Unrealized +33.4%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $202 Shares 372 Est. Cost $576.97 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $201 Shares 1,829 Est. Cost $134.50 Unrealized -16.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $201 Shares 321 Est. Cost $793.40 Unrealized -14.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $201 Shares 657 Est. Cost $295.41 Unrealized 0.0%
TRIN TRINITY CAP INC 0.1%
Value ($000) $165 Shares 10,885 Est. Cost $11.64 Unrealized +14.1%
ABR ARBOR REALTY TRUST INC 0.1%
Value ($000) $152 Shares 12,965 Est. Cost $14.93 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $148 Shares 18,128 Est. Cost $23.75 Unrealized -51.1%
TKC TURKCELL ILETISIM HIZMETLERI 0.1%
Value ($000) $94 Shares 15,090 Est. Cost $4.83 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $53 Shares 10,094 Est. Cost $6.72 Unrealized +8.4%
CCLD CARECLOUD INC 0.0%
Value ($000) $41 Shares 29,342 Est. Cost $2.95 Unrealized 0.0%