Phillips Wealth Planners LLC Diversified Active

CIK: 0001962628 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 11, 2025

Total Value ($000): $110,358 (100.0% shares, 0.0% debt)

Holdings (188)

VOO VANGUARD INDEX FDS 4.7%
Value ($000) $5,134 Shares 9,004 Est. Cost $405.79 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $3,225 Shares 6,493 Est. Cost $247.57 Unrealized +74.7%
XLK SELECT SECTOR SPDR TR 1.9%
Value ($000) $2,061 Shares 8,042 Est. Cost $156.22 Unrealized
AVGO BROADCOM INC 1.9%
Value ($000) $2,061 Shares 7,581 Est. Cost $147.51 Unrealized +46.4%
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $2,018 Shares 7,135 Est. Cost $126.65 Unrealized +99.5%
WMB WILLIAMS COS INC 1.4%
Value ($000) $1,577 Shares 27,329 Est. Cost $31.44 Unrealized +83.4%
ACN ACCENTURE PLC IRELAND 1.3%
Value ($000) $1,445 Shares 4,763 Est. Cost $290.70 Unrealized +4.2%
VEU VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $1,432 Shares 21,315 Est. Cost $54.71 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $1,431 Shares 2 Est. Cost $466851.03 Unrealized +63.2%
ORCL ORACLE CORP 1.3%
Value ($000) $1,388 Shares 5,920 Est. Cost $94.22 Unrealized +70.7%
V VISA INC 1.2%
Value ($000) $1,369 Shares 3,861 Est. Cost $219.12 Unrealized +58.4%
META META PLATFORMS INC 1.2%
Value ($000) $1,364 Shares 1,892 Est. Cost $454.48 Unrealized +35.7%
ABBV ABBVIE INC 1.2%
Value ($000) $1,356 Shares 7,143 Est. Cost $142.22 Unrealized +28.4%
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $1,342 Shares 9,946 Est. Cost $134.18 Unrealized
RTX RTX CORPORATION 1.2%
Value ($000) $1,335 Shares 9,210 Est. Cost $110.49 Unrealized +19.2%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $1,315 Shares 6,641 Est. Cost $133.30 Unrealized +24.5%
TJX TJX COS INC NEW 1.1%
Value ($000) $1,238 Shares 9,885 Est. Cost $103.82 Unrealized +21.2%
DUK DUKE ENERGY CORP NEW 1.1%
Value ($000) $1,238 Shares 10,642 Est. Cost $97.99 Unrealized +17.8%
AGG ISHARES TR 1.1%
Value ($000) $1,229 Shares 12,533 Est. Cost $97.87 Unrealized
XLC SELECT SECTOR SPDR TR 1.1%
Value ($000) $1,214 Shares 11,369 Est. Cost $70.70 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $1,214 Shares 3,303 Est. Cost $291.94 Unrealized +21.9%
XLF SELECT SECTOR SPDR TR 1.1%
Value ($000) $1,187 Shares 22,743 Est. Cost $43.71 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $1,158 Shares 3,970 Est. Cost $253.58 Unrealized +19.7%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $1,116 Shares 3,843 Est. Cost $174.03 Unrealized +45.8%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,065 Shares 6,747 Est. Cost $138.41 Unrealized +16.2%
AAPL APPLE INC 0.9%
Value ($000) $1,024 Shares 4,876 Est. Cost $164.19 Unrealized +22.7%
ABT ABBOTT LABS 0.9%
Value ($000) $1,020 Shares 7,648 Est. Cost $100.59 Unrealized +29.8%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,006 Shares 8,813 Est. Cost $100.44 Unrealized +4.1%
AMGN AMGEN INC 0.9%
Value ($000) $986 Shares 3,321 Est. Cost $240.27 Unrealized +15.6%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $941 Shares 1,349 Est. Cost $318.90 Unrealized +79.3%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $939 Shares 6,126 Est. Cost $148.59 Unrealized -7.8%
KO COCA COLA CO 0.8%
Value ($000) $888 Shares 12,639 Est. Cost $64.08 Unrealized +8.9%
GOOGL ALPHABET INC 0.8%
Value ($000) $882 Shares 5,059 Est. Cost $129.52 Unrealized +26.1%
TMUS T-MOBILE US INC 0.8%
Value ($000) $870 Shares 3,688 Est. Cost $179.05 Unrealized +34.9%
EEMA ISHARES INC 0.8%
Value ($000) $846 Shares 10,229 Est. Cost $82.73 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $837 Shares 10,303 Est. Cost $69.49 Unrealized
XLY SELECT SECTOR SPDR TR 0.7%
Value ($000) $797 Shares 3,662 Est. Cost $157.65 Unrealized
TT TRANE TECHNOLOGIES PLC 0.7%
Value ($000) $780 Shares 1,828 Est. Cost $222.97 Unrealized +76.3%
BLK BLACKROCK INC 0.7%
Value ($000) $778 Shares 724 Est. Cost $991.05 Unrealized -5.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $763 Shares 4,899 Est. Cost $154.95 Unrealized -2.7%
ETN EATON CORP PLC 0.7%
Value ($000) $749 Shares 2,097 Est. Cost $182.47 Unrealized +68.1%
CRM SALESFORCE INC 0.7%
Value ($000) $741 Shares 2,709 Est. Cost $242.28 Unrealized +9.8%
WMT WALMART INC 0.7%
Value ($000) $738 Shares 7,606 Est. Cost $79.98 Unrealized +18.5%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $734 Shares 20,382 Est. Cost $31.86 Unrealized +6.4%
TOTALENERGIES SE 0.7%
Value ($000) $731 Shares 11,777 Est. Cost $62.93 Unrealized
STE STERIS PLC 0.6%
Value ($000) $716 Shares 3,079 Est. Cost $201.04 Unrealized +15.3%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $705 Shares 10,345 Est. Cost $61.41 Unrealized +6.1%
SBUX STARBUCKS CORP 0.6%
Value ($000) $697 Shares 7,343 Est. Cost $88.22 Unrealized -3.5%
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $693 Shares 8,516 Est. Cost $75.49 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $689 Shares 3,140 Est. Cost $121.85 Unrealized +62.4%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $684 Shares 3,848 Est. Cost $83.14 Unrealized +101.3%
IGV ISHARES TR 0.6%
Value ($000) $668 Shares 6,010 Est. Cost $88.00 Unrealized
AFL AFLAC INC 0.6%
Value ($000) $665 Shares 6,439 Est. Cost $66.06 Unrealized +56.9%
SNY SANOFI 0.6%
Value ($000) $665 Shares 13,795 Est. Cost $50.48 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $632 Shares 7,131 Est. Cost $78.14 Unrealized +6.9%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $624 Shares 633 Est. Cost $470.99 Unrealized +110.4%
CME CME GROUP INC 0.6%
Value ($000) $621 Shares 2,252 Est. Cost $179.22 Unrealized +49.8%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $619 Shares 2,587 Est. Cost $130.11 Unrealized +88.4%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $609 Shares 14,140 Est. Cost $33.13 Unrealized +26.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $605 Shares 2,657 Est. Cost $83.98 Unrealized
AZN ASTRAZENECA PLC 0.5%
Value ($000) $597 Shares 8,522 Est. Cost $72.09 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $589 Shares 1,048 Est. Cost $332.86 Unrealized +65.7%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $588 Shares 8,112 Est. Cost $69.70 Unrealized -2.3%
GLW CORNING INC 0.5%
Value ($000) $582 Shares 11,036 Est. Cost $46.30 Unrealized 0.0%
TSLA TESLA INC 0.5%
Value ($000) $582 Shares 1,953 Est. Cost $189.78 Unrealized +58.7%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $580 Shares 20,613 Est. Cost $15.39 Unrealized +73.9%
BAC BANK AMERICA CORP 0.5%
Value ($000) $578 Shares 12,268 Est. Cost $41.45 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $541 Shares 1,758 Est. Cost $503.68 Unrealized -25.6%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $525 Shares 2,550 Est. Cost $173.96 Unrealized
UNILEVER PLC 0.5%
Value ($000) $510 Shares 8,372 Est. Cost $53.27 Unrealized
APH AMPHENOL CORP NEW 0.4%
Value ($000) $485 Shares 4,981 Est. Cost $64.69 Unrealized +25.8%
CB CHUBB LIMITED 0.4%
Value ($000) $477 Shares 1,705 Est. Cost $216.48 Unrealized +32.6%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $476 Shares 3,620 Est. Cost $118.10 Unrealized +11.5%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $470 Shares 1,866 Est. Cost $123.49 Unrealized +108.6%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $467 Shares 2,114 Est. Cost $191.26 Unrealized +10.0%
EMR EMERSON ELEC CO 0.4%
Value ($000) $461 Shares 3,326 Est. Cost $106.48 Unrealized +6.6%
RPRX ROYALTY PHARMA PLC 0.4%
Value ($000) $461 Shares 12,977 Est. Cost $31.91 Unrealized +3.8%
LRCX LAM RESEARCH CORP 0.4%
Value ($000) $459 Shares 4,597 Est. Cost $78.11 Unrealized +1.0%
IEFA ISHARES TR 0.4%
Value ($000) $447 Shares 5,369 Est. Cost $67.75 Unrealized
EQIX EQUINIX INC 0.4%
Value ($000) $445 Shares 580 Est. Cost $700.82 Unrealized +19.2%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $439 Shares 3,530 Est. Cost $66.79 Unrealized +39.6%
ARKK ARK ETF TR 0.4%
Value ($000) $438 Shares 6,183 Est. Cost $35.92 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $432 Shares 6,805 Est. Cost $58.39 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $427 Shares 1,804 Est. Cost $204.13 Unrealized +7.0%
RJF RAYMOND JAMES FINL INC 0.4%
Value ($000) $424 Shares 2,690 Est. Cost $106.98 Unrealized +32.6%
VICI VICI PPTYS INC 0.4%
Value ($000) $421 Shares 12,758 Est. Cost $27.66 Unrealized +10.3%
EWBC EAST WEST BANCORP INC 0.4%
Value ($000) $419 Shares 3,877 Est. Cost $60.84 Unrealized +42.6%
USB US BANCORP DEL 0.4%
Value ($000) $417 Shares 8,756 Est. Cost $36.92 Unrealized +10.4%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $409 Shares 1,670 Est. Cost $180.91 Unrealized +13.9%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $407 Shares 1,877 Est. Cost $154.42 Unrealized +12.9%
IDA IDACORP INC 0.4%
Value ($000) $407 Shares 3,511 Est. Cost $102.76 Unrealized +12.7%
WEC WEC ENERGY GROUP INC 0.4%
Value ($000) $406 Shares 3,916 Est. Cost $83.52 Unrealized +24.8%
CAT CATERPILLAR INC 0.4%
Value ($000) $405 Shares 1,028 Est. Cost $325.25 Unrealized +1.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $404 Shares 1,276 Est. Cost $263.40 Unrealized +6.1%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $403 Shares 1,314 Est. Cost $220.59 Unrealized +37.1%
KR KROGER CO 0.4%
Value ($000) $401 Shares 5,749 Est. Cost $49.02 Unrealized +39.1%
BTI BRITISH AMERN TOB PLC 0.4%
Value ($000) $401 Shares 8,364 Est. Cost $44.03 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $381 Shares 2,183 Est. Cost $232.36 Unrealized -22.3%
HON HONEYWELL INTL INC 0.3%
Value ($000) $379 Shares 1,580 Est. Cost $182.64 Unrealized +9.3%
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $379 Shares 6,670 Est. Cost $53.83 Unrealized -6.0%
AXS AXIS CAP HLDGS LTD 0.3%
Value ($000) $376 Shares 3,822 Est. Cost $60.91 Unrealized +62.7%
IEMG ISHARES INC 0.3%
Value ($000) $374 Shares 6,223 Est. Cost $50.16 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $371 Shares 2,051 Est. Cost $105.27 Unrealized +61.9%
TFC TRUIST FINL CORP 0.3%
Value ($000) $371 Shares 8,161 Est. Cost $34.49 Unrealized +10.2%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $357 Shares 2,229 Est. Cost $101.76 Unrealized +23.6%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $354 Shares 7,535 Est. Cost $55.39 Unrealized -14.8%
PEP PEPSICO INC 0.3%
Value ($000) $353 Shares 2,615 Est. Cost $158.82 Unrealized -17.5%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $353 Shares 2,560 Est. Cost $129.35 Unrealized -15.8%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $353 Shares 11,121 Est. Cost $26.56 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $351 Shares 16,872 Est. Cost $19.00 Unrealized -13.3%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $350 Shares 665 Est. Cost $441.76 Unrealized +12.4%
MS MORGAN STANLEY 0.3%
Value ($000) $344 Shares 2,435 Est. Cost $82.47 Unrealized +46.7%
USMV ISHARES TR 0.3%
Value ($000) $340 Shares 3,631 Est. Cost $73.43 Unrealized
RY ROYAL BK CDA 0.3%
Value ($000) $334 Shares 2,536 Est. Cost $99.02 Unrealized +23.5%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $331 Shares 1,424 Est. Cost $223.98 Unrealized -13.9%
FISV FISERV INC 0.3%
Value ($000) $330 Shares 1,936 Est. Cost $131.92 Unrealized +37.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $325 Shares 4,735 Est. Cost $43.40 Unrealized +39.1%
EOG EOG RES INC 0.3%
Value ($000) $324 Shares 2,613 Est. Cost $112.92 Unrealized -0.7%
CNP CENTERPOINT ENERGY INC 0.3%
Value ($000) $324 Shares 9,041 Est. Cost $26.42 Unrealized +38.3%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $322 Shares 1,103 Est. Cost $266.08 Unrealized +0.8%
GEV GE VERNOVA INC 0.3%
Value ($000) $322 Shares 607 Est. Cost $415.97 Unrealized 0.0%
O REALTY INCOME CORP 0.3%
Value ($000) $318 Shares 5,540 Est. Cost $49.17 Unrealized +10.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $315 Shares 5,679 Est. Cost $56.20 Unrealized -9.5%
BIL SPDR SERIES TRUST 0.3%
Value ($000) $315 Shares 3,441 Est. Cost $91.53 Unrealized
PAYC PAYCOM SOFTWARE INC 0.3%
Value ($000) $312 Shares 1,335 Est. Cost $203.28 Unrealized +16.1%
WSO WATSCO INC 0.3%
Value ($000) $312 Shares 679 Est. Cost $271.77 Unrealized +70.7%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $311 Shares 502 Est. Cost $571.58 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $310 Shares 2,302 Est. Cost $111.09 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.3%
Value ($000) $310 Shares 5,612 Est. Cost $31.82 Unrealized +72.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $306 Shares 641 Est. Cost $308.18 Unrealized +64.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $300 Shares 2,699 Est. Cost $70.26 Unrealized +48.6%
ZTS ZOETIS INC 0.3%
Value ($000) $300 Shares 1,898 Est. Cost $163.03 Unrealized -3.5%
BRO BROWN & BROWN INC 0.3%
Value ($000) $294 Shares 2,745 Est. Cost $83.62 Unrealized +33.8%
SNA SNAP ON INC 0.3%
Value ($000) $292 Shares 920 Est. Cost $212.73 Unrealized +46.9%
JKHY HENRY JACK & ASSOC INC 0.3%
Value ($000) $290 Shares 1,611 Est. Cost $168.05 Unrealized +4.7%
KLAC KLA CORP 0.3%
Value ($000) $290 Shares 315 Est. Cost $748.55 Unrealized 0.0%
RMD RESMED INC 0.3%
Value ($000) $287 Shares 1,119 Est. Cost $181.36 Unrealized +30.8%
ENB ENBRIDGE INC 0.3%
Value ($000) $286 Shares 6,478 Est. Cost $31.55 Unrealized +38.8%
IEUR ISHARES TR 0.3%
Value ($000) $286 Shares 4,298 Est. Cost $55.70 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $285 Shares 1,473 Est. Cost $175.58 Unrealized +12.1%
CCOI COGENT COMMUNICATIONS HLDGS 0.3%
Value ($000) $285 Shares 5,701 Est. Cost $50.72 Unrealized -4.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.3%
Value ($000) $284 Shares 3,686 Est. Cost $70.79 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $283 Shares 2,761 Est. Cost $112.66 Unrealized -16.5%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $280 Shares 4,014 Est. Cost $109.67 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $279 Shares 716 Est. Cost $281.47 Unrealized +32.0%
TRP TC ENERGY CORP 0.3%
Value ($000) $279 Shares 5,907 Est. Cost $35.43 Unrealized +36.8%
ASML ASML HOLDING N V 0.3%
Value ($000) $278 Shares 350 Est. Cost $772.01 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $278 Shares 3,403 Est. Cost $71.15 Unrealized 0.0%
SAP SAP SE 0.3%
Value ($000) $278 Shares 899 Est. Cost $163.94 Unrealized
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $277 Shares 1,929 Est. Cost $143.79 Unrealized -5.3%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $276 Shares 3,908 Est. Cost $68.10 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $276 Shares 1,226 Est. Cost $156.03 Unrealized +47.2%
G GENPACT LIMITED 0.2%
Value ($000) $267 Shares 5,796 Est. Cost $42.95 Unrealized +4.6%
TRNO TERRENO RLTY CORP 0.2%
Value ($000) $254 Shares 4,473 Est. Cost $60.41 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $251 Shares 3,349 Est. Cost $68.53 Unrealized -1.8%
DEO DIAGEO PLC 0.2%
Value ($000) $251 Shares 2,384 Est. Cost $105.19 Unrealized
SHEL SHELL PLC 0.2%
Value ($000) $248 Shares 3,475 Est. Cost $61.60 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $245 Shares 2,190 Est. Cost $112.02 Unrealized
DXCM DEXCOM INC 0.2%
Value ($000) $240 Shares 2,863 Est. Cost $78.38 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.2%
Value ($000) $239 Shares 4,357 Est. Cost $39.87 Unrealized +27.1%
MRK MERCK & CO INC 0.2%
Value ($000) $235 Shares 2,894 Est. Cost $95.55 Unrealized -19.0%
QSR RESTAURANT BRANDS INTL INC 0.2%
Value ($000) $235 Shares 3,442 Est. Cost $64.48 Unrealized +3.6%
TXNM TXNM ENERGY INC 0.2%
Value ($000) $233 Shares 4,134 Est. Cost $40.88 Unrealized +33.2%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $231 Shares 1,321 Est. Cost $155.27 Unrealized 0.0%
WELL WELLTOWER INC 0.2%
Value ($000) $231 Shares 1,524 Est. Cost $140.30 Unrealized +5.4%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $226 Shares 5,625 Est. Cost $43.73 Unrealized -14.8%
XEL XCEL ENERGY INC 0.2%
Value ($000) $225 Shares 3,334 Est. Cost $56.91 Unrealized +19.2%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $225 Shares 1,649 Est. Cost $119.75 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $224 Shares 1,364 Est. Cost $150.55 Unrealized 0.0%
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $224 Shares 1,329 Est. Cost $169.18 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $222 Shares 440 Est. Cost $478.17 Unrealized +1.7%
T AT&T INC 0.2%
Value ($000) $221 Shares 7,816 Est. Cost $16.31 Unrealized +65.3%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $221 Shares 1,088 Est. Cost $185.78 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $220 Shares 8,577 Est. Cost $24.71 Unrealized -9.6%
AES AES CORP 0.2%
Value ($000) $218 Shares 19,689 Est. Cost $15.47 Unrealized -33.0%
WTFC WINTRUST FINL CORP 0.2%
Value ($000) $217 Shares 1,633 Est. Cost $114.70 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $216 Shares 639 Est. Cost $282.18 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $215 Shares 987 Est. Cost $204.29 Unrealized 0.0%
AVT AVNET INC 0.2%
Value ($000) $215 Shares 3,814 Est. Cost $48.77 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $212 Shares 1,227 Est. Cost $172.09 Unrealized 0.0%
RELX RELX PLC 0.2%
Value ($000) $210 Shares 3,929 Est. Cost $53.55 Unrealized
DOX AMDOCS LTD 0.2%
Value ($000) $209 Shares 2,256 Est. Cost $87.73 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $208 Shares 1,285 Est. Cost $146.85 Unrealized 0.0%
INGR INGREDION INC 0.2%
Value ($000) $207 Shares 1,515 Est. Cost $135.02 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $207 Shares 1,296 Est. Cost $145.02 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $205 Shares 264 Est. Cost $400.56 Unrealized +93.1%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $204 Shares 1,207 Est. Cost $155.70 Unrealized 0.0%
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $150 Shares 10,373 Est. Cost $14.29 Unrealized -10.0%