Colonial River Wealth Management, LLC Diversified Active

CIK: 0001845859 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value ($000): $232,291 (100.0% shares, 0.0% debt)

Holdings (223)

NVDA NVIDIA CORPORATION 7.3%
Value ($000) $16,990 Shares 103,532 Est. Cost $100.13 Unrealized +25.7%
MSFT MICROSOFT CORP 4.5%
Value ($000) $10,472 Shares 20,883 Est. Cost $352.97 Unrealized +22.5%
AAPL APPLE INC 4.5%
Value ($000) $10,446 Shares 49,177 Est. Cost $172.21 Unrealized +17.0%
CGGR CAPITAL GROUP GROWTH ETF 4.3%
Value ($000) $10,061 Shares 245,562 Est. Cost $33.73 Unrealized
RWL INVESCO EXCH TRADED FD TR II 4.3%
Value ($000) $10,039 Shares 95,253 Est. Cost $100.62 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 3.0%
Value ($000) $6,882 Shares 61,221 Est. Cost $93.05 Unrealized
AMZN AMAZON COM INC 2.9%
Value ($000) $6,753 Shares 30,382 Est. Cost $153.69 Unrealized +28.8%
META META PLATFORMS INC 2.0%
Value ($000) $4,734 Shares 6,509 Est. Cost $521.00 Unrealized +18.4%
QVML INVESCO EXCH TRADED FD TR II 2.0%
Value ($000) $4,721 Shares 127,547 Est. Cost $34.47 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 1.6%
Value ($000) $3,794 Shares 81,182 Est. Cost $46.91 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value ($000) $3,587 Shares 25,171 Est. Cost $38.49 Unrealized +204.7%
TSLA TESLA INC 1.5%
Value ($000) $3,430 Shares 11,070 Est. Cost $271.45 Unrealized +11.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $3,150 Shares 13,709 Est. Cost $175.40 Unrealized
AVGO BROADCOM INC 1.2%
Value ($000) $2,824 Shares 10,255 Est. Cost $158.54 Unrealized +36.2%
NFLX NETFLIX INC 1.2%
Value ($000) $2,798 Shares 2,237 Est. Cost $57.78 Unrealized +95.7%
GOOGL ALPHABET INC 1.1%
Value ($000) $2,584 Shares 14,545 Est. Cost $127.84 Unrealized +27.7%
GSY INVESCO ACTIVELY MANAGED EXC 1.1%
Value ($000) $2,554 Shares 50,884 Est. Cost $50.12 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,304 Shares 20,050 Est. Cost $73.97 Unrealized +41.3%
APP APPLOVIN CORP 1.0%
Value ($000) $2,272 Shares 6,559 Est. Cost $171.16 Unrealized +89.4%
ICLO INVESCO ACTIVELY MANAGED EXC 1.0%
Value ($000) $2,255 Shares 88,027 Est. Cost $25.50 Unrealized
BIL SPDR SERIES TRUST 0.9%
Value ($000) $2,038 Shares 22,263 Est. Cost $91.56 Unrealized
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $1,999 Shares 11,044 Est. Cost $92.41 Unrealized +81.1%
GFL GFL ENVIRONMENTAL INC 0.9%
Value ($000) $1,983 Shares 41,890 Est. Cost $46.08 Unrealized +6.5%
WMT WALMART INC 0.8%
Value ($000) $1,939 Shares 20,445 Est. Cost $60.94 Unrealized +55.5%
D DOMINION ENERGY INC 0.8%
Value ($000) $1,937 Shares 33,299 Est. Cost $50.39 Unrealized +5.5%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $1,921 Shares 6,666 Est. Cost $170.77 Unrealized +48.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,873 Shares 34,451 Est. Cost $52.29 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,725 Shares 7,544 Est. Cost $172.44 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $1,542 Shares 26,653 Est. Cost $53.16 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,508 Shares 2,714 Est. Cost $389.15 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,507 Shares 8,432 Est. Cost $161.03 Unrealized +2.4%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,506 Shares 1,552 Est. Cost $523.93 Unrealized +89.1%
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $1,496 Shares 6,779 Est. Cost $185.98 Unrealized -0.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,439 Shares 34,238 Est. Cost $33.60 Unrealized +24.5%
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,423 Shares 30,300 Est. Cost $34.59 Unrealized +19.8%
V VISA INC 0.6%
Value ($000) $1,417 Shares 3,981 Est. Cost $297.16 Unrealized +16.8%
FV FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,397 Shares 23,265 Est. Cost $56.48 Unrealized
SE SEA LTD 0.6%
Value ($000) $1,376 Shares 9,208 Est. Cost $134.27 Unrealized
VRT VERTIV HOLDINGS CO 0.6%
Value ($000) $1,371 Shares 11,357 Est. Cost $90.63 Unrealized +7.2%
XLG INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,367 Shares 25,968 Est. Cost $48.50 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,233 Shares 6,321 Est. Cost $134.24 Unrealized +36.1%
IVV ISHARES TR 0.5%
Value ($000) $1,221 Shares 1,942 Est. Cost $551.28 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,221 Shares 3,959 Est. Cost $261.96 Unrealized
VST VISTRA CORP 0.5%
Value ($000) $1,211 Shares 6,187 Est. Cost $97.50 Unrealized +51.2%
TLN TALEN ENERGY CORP 0.5%
Value ($000) $1,185 Shares 4,429 Est. Cost $219.42 Unrealized +8.1%
SPHD INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,184 Shares 24,210 Est. Cost $49.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,163 Shares 13,110 Est. Cost $64.66 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.5%
Value ($000) $1,154 Shares 1,625 Est. Cost $354.60 Unrealized +81.0%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,151 Shares 4,479 Est. Cost $187.00 Unrealized
CEG CONSTELLATION ENERGY CORP 0.5%
Value ($000) $1,137 Shares 3,625 Est. Cost $263.84 Unrealized 0.0%
HEI/A HEICO CORP NEW 0.5%
Value ($000) $1,108 Shares 4,576 Est. Cost $200.48 Unrealized +9.1%
JXN JACKSON FINANCIAL INC 0.5%
Value ($000) $1,095 Shares 12,454 Est. Cost $36.74 Unrealized +115.3%
ORCL ORACLE CORP 0.5%
Value ($000) $1,091 Shares 4,643 Est. Cost $173.21 Unrealized -7.2%
HD HOME DEPOT INC 0.4%
Value ($000) $1,042 Shares 2,791 Est. Cost $284.08 Unrealized +25.3%
SPTL SPDR SERIES TRUST 0.4%
Value ($000) $987 Shares 37,642 Est. Cost $26.93 Unrealized
NBIS NEBIUS GROUP N.V. 0.4%
Value ($000) $983 Shares 21,167 Est. Cost $33.30 Unrealized +3.4%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $981 Shares 3,277 Est. Cost $451.32 Unrealized -16.9%
C CITIGROUP INC 0.4%
Value ($000) $978 Shares 11,232 Est. Cost $74.01 Unrealized -3.8%
HOOD ROBINHOOD MKTS INC 0.4%
Value ($000) $957 Shares 9,701 Est. Cost $50.66 Unrealized +16.8%
SPSM SPDR SERIES TRUST 0.4%
Value ($000) $905 Shares 20,374 Est. Cost $43.00 Unrealized
SPYV SPDR SERIES TRUST 0.4%
Value ($000) $864 Shares 16,205 Est. Cost $50.54 Unrealized
IRM IRON MTN INC DEL 0.4%
Value ($000) $861 Shares 8,697 Est. Cost $66.23 Unrealized +38.8%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $830 Shares 1,171 Est. Cost $506.40 Unrealized +12.9%
KO COCA COLA CO 0.4%
Value ($000) $818 Shares 11,727 Est. Cost $58.08 Unrealized +20.2%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $806 Shares 1,822 Est. Cost $303.58 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $791 Shares 4,877 Est. Cost $147.12 Unrealized 0.0%
NTRA NATERA INC 0.3%
Value ($000) $785 Shares 4,808 Est. Cost $159.02 Unrealized -2.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $753 Shares 12,869 Est. Cost $34.95 Unrealized +60.1%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $745 Shares 14,752 Est. Cost $50.59 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $743 Shares 940 Est. Cost $785.67 Unrealized -1.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $714 Shares 1,657 Est. Cost $504.30 Unrealized -17.3%
QLV FLEXSHARES TR 0.3%
Value ($000) $691 Shares 10,053 Est. Cost $50.83 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $688 Shares 1,923 Est. Cost $161.57 Unrealized +89.8%
PFE PFIZER INC 0.3%
Value ($000) $679 Shares 26,346 Est. Cost $29.59 Unrealized -24.5%
T AT&T INC 0.3%
Value ($000) $676 Shares 24,482 Est. Cost $15.75 Unrealized +71.1%
CRM SALESFORCE INC 0.3%
Value ($000) $662 Shares 2,508 Est. Cost $263.58 Unrealized +0.9%
SHOP SHOPIFY INC 0.3%
Value ($000) $652 Shares 5,666 Est. Cost $100.02 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $640 Shares 8,723 Est. Cost $69.03 Unrealized -9.8%
CZA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $638 Shares 5,865 Est. Cost $96.10 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $638 Shares 3,888 Est. Cost $108.87 Unrealized +24.1%
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $627 Shares 3,613 Est. Cost $150.53 Unrealized 0.0%
ZROZ PIMCO ETF TR 0.3%
Value ($000) $599 Shares 9,198 Est. Cost $71.11 Unrealized
SPTM SPDR SERIES TRUST 0.3%
Value ($000) $592 Shares 7,790 Est. Cost $55.02 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value ($000) $585 Shares 2,109 Est. Cost $246.52 Unrealized -3.6%
APO APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $585 Shares 3,948 Est. Cost $149.84 Unrealized -12.3%
PXF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $579 Shares 9,976 Est. Cost $54.03 Unrealized
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $569 Shares 5,924 Est. Cost $96.09 Unrealized
MPLX MPLX LP 0.2%
Value ($000) $565 Shares 11,202 Est. Cost $34.82 Unrealized
NET CLOUDFLARE INC 0.2%
Value ($000) $564 Shares 3,099 Est. Cost $145.18 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $563 Shares 1,071 Est. Cost $522.87 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $563 Shares 3,028 Est. Cost $157.67 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $555 Shares 5,332 Est. Cost $95.53 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $551 Shares 7,379 Est. Cost $73.04 Unrealized -6.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $550 Shares 3,489 Est. Cost $150.20 Unrealized +0.4%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $537 Shares 7,290 Est. Cost $57.61 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $535 Shares 3,377 Est. Cost $140.78 Unrealized +14.2%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $535 Shares 14,326 Est. Cost $30.83 Unrealized -3.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $532 Shares 1,784 Est. Cost $246.64 Unrealized +23.1%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $524 Shares 989 Est. Cost $502.77 Unrealized -1.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $522 Shares 5,488 Est. Cost $92.94 Unrealized -8.4%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $521 Shares 832 Est. Cost $501.71 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $514 Shares 3,229 Est. Cost $136.48 Unrealized +6.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $502 Shares 2,580 Est. Cost $111.85 Unrealized +76.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $499 Shares 5,231 Est. Cost $95.33 Unrealized -7.7%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $497 Shares 1,436 Est. Cost $418.01 Unrealized -5.1%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $492 Shares 2,109 Est. Cost $206.27 Unrealized -6.6%
COHR COHERENT CORP 0.2%
Value ($000) $481 Shares 5,135 Est. Cost $71.97 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $481 Shares 836 Est. Cost $529.49 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $480 Shares 5,815 Est. Cost $77.28 Unrealized +6.1%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $472 Shares 836 Est. Cost $526.61 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $471 Shares 1,638 Est. Cost $144.24 Unrealized +76.0%
PHM PULTE GROUP INC 0.2%
Value ($000) $467 Shares 4,056 Est. Cost $115.69 Unrealized -13.4%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $460 Shares 14,346 Est. Cost $23.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $460 Shares 961 Est. Cost $448.49 Unrealized +13.2%
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value ($000) $457 Shares 9,476 Est. Cost $50.37 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $455 Shares 637 Est. Cost $575.77 Unrealized +22.2%
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $446 Shares 8,808 Est. Cost $50.67 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $440 Shares 2,904 Est. Cost $100.05 Unrealized +30.9%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $439 Shares 854 Est. Cost $472.71 Unrealized +2.8%
TMUS T-MOBILE US INC 0.2%
Value ($000) $431 Shares 1,889 Est. Cost $155.77 Unrealized +55.0%
ALAB ASTERA LABS INC 0.2%
Value ($000) $426 Shares 4,388 Est. Cost $79.01 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value ($000) $425 Shares 1,781 Est. Cost $242.30 Unrealized -11.2%
SNY SANOFI 0.2%
Value ($000) $425 Shares 8,614 Est. Cost $53.60 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value ($000) $420 Shares 1,961 Est. Cost $180.80 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $420 Shares 7,318 Est. Cost $46.97 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $415 Shares 18,528 Est. Cost $23.04 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $414 Shares 4,445 Est. Cost $78.31 Unrealized +6.2%
CGBL CAPITAL GROUP CORE BALANCED 0.2%
Value ($000) $411 Shares 12,173 Est. Cost $31.48 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $409 Shares 10,040 Est. Cost $34.57 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $406 Shares 3,912 Est. Cost $100.92 Unrealized +0.3%
TFC TRUIST FINL CORP 0.2%
Value ($000) $405 Shares 8,902 Est. Cost $39.55 Unrealized -3.9%
CMI CUMMINS INC 0.2%
Value ($000) $396 Shares 1,164 Est. Cost $251.34 Unrealized +21.6%
GM GENERAL MTRS CO 0.2%
Value ($000) $391 Shares 7,361 Est. Cost $46.96 Unrealized +0.2%
XMHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $391 Shares 3,886 Est. Cost $91.13 Unrealized
IR INGERSOLL RAND INC 0.2%
Value ($000) $390 Shares 4,393 Est. Cost $85.22 Unrealized -7.6%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $387 Shares 2,154 Est. Cost $145.66 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $382 Shares 159 Est. Cost $2335.36 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $378 Shares 3,301 Est. Cost $83.04 Unrealized +25.7%
SOXX ISHARES TR 0.2%
Value ($000) $375 Shares 1,523 Est. Cost $230.62 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $375 Shares 665 Est. Cost $390.39 Unrealized +41.3%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $372 Shares 3,486 Est. Cost $105.43 Unrealized +8.1%
ASML ASML HOLDING N V 0.2%
Value ($000) $371 Shares 463 Est. Cost $802.09 Unrealized
F FORD MTR CO 0.2%
Value ($000) $370 Shares 31,094 Est. Cost $9.64 Unrealized +2.4%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $354 Shares 7,506 Est. Cost $37.79 Unrealized -0.3%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $353 Shares 724 Est. Cost $305.49 Unrealized +41.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $343 Shares 2,224 Est. Cost $135.22 Unrealized +1.3%
PPL PPL CORP 0.1%
Value ($000) $343 Shares 9,985 Est. Cost $33.15 Unrealized +2.7%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $342 Shares 3,216 Est. Cost $82.18 Unrealized +11.6%
URI UNITED RENTALS INC 0.1%
Value ($000) $341 Shares 416 Est. Cost $764.16 Unrealized -12.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $341 Shares 734 Est. Cost $444.80 Unrealized +3.2%
MGIC MAGIC SOFTWARE ENTERPRISES L 0.1%
Value ($000) $338 Shares 15,658 Est. Cost $9.16 Unrealized +59.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $337 Shares 4,696 Est. Cost $73.12 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $334 Shares 2,156 Est. Cost $122.29 Unrealized 0.0%
EELV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $330 Shares 12,634 Est. Cost $24.62 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $324 Shares 480 Est. Cost $598.93 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $321 Shares 2,358 Est. Cost $157.25 Unrealized -16.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $317 Shares 1,407 Est. Cost $185.02 Unrealized +24.1%
OKE ONEOK INC NEW 0.1%
Value ($000) $312 Shares 3,852 Est. Cost $57.97 Unrealized +39.2%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $304 Shares 16,232 Est. Cost $16.82 Unrealized +5.3%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $302 Shares 4,853 Est. Cost $40.32 Unrealized +37.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $298 Shares 2,186 Est. Cost $134.94 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $293 Shares 3,915 Est. Cost $66.17 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $292 Shares 714 Est. Cost $187.53 Unrealized +76.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $289 Shares 1,315 Est. Cost $155.95 Unrealized +11.7%
NMAX NEWSMAX INC 0.1%
Value ($000) $284 Shares 19,109 Est. Cost $26.20 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $284 Shares 293 Est. Cost $128.66 Unrealized +46.6%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $282 Shares 8,306 Est. Cost $41.71 Unrealized -25.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $280 Shares 2,372 Est. Cost $85.87 Unrealized +34.4%
MTUM ISHARES TR 0.1%
Value ($000) $278 Shares 1,169 Est. Cost $237.61 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $276 Shares 3,281 Est. Cost $80.84 Unrealized -4.3%
IJR ISHARES TR 0.1%
Value ($000) $275 Shares 2,407 Est. Cost $101.45 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $273 Shares 1,527 Est. Cost $153.62 Unrealized 0.0%
IUSG ISHARES TR 0.1%
Value ($000) $268 Shares 1,769 Est. Cost $119.87 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $268 Shares 2,781 Est. Cost $95.12 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $266 Shares 1,848 Est. Cost $108.87 Unrealized 0.0%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $265 Shares 1,488 Est. Cost $171.60 Unrealized
QLC FLEXSHARES TR 0.1%
Value ($000) $263 Shares 3,659 Est. Cost $45.21 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $261 Shares 4,082 Est. Cost $108.97 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $259 Shares 6,398 Est. Cost $25.93 Unrealized +30.2%
ITOT ISHARES TR 0.1%
Value ($000) $257 Shares 1,877 Est. Cost $137.02 Unrealized
TKO TKO GROUP HOLDINGS INC 0.1%
Value ($000) $255 Shares 1,477 Est. Cost $159.12 Unrealized 0.0%
PINS PINTEREST INC 0.1%
Value ($000) $254 Shares 7,085 Est. Cost $30.35 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $253 Shares 19,050 Est. Cost $15.83 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $251 Shares 995 Est. Cost $218.59 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $251 Shares 448 Est. Cost $556.12 Unrealized 0.0%
CLS CELESTICA INC 0.1%
Value ($000) $250 Shares 1,572 Est. Cost $106.30 Unrealized 0.0%
QLVD FLEXSHARES TR 0.1%
Value ($000) $249 Shares 7,967 Est. Cost $24.06 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $247 Shares 19,240 Est. Cost $13.80 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $245 Shares 3,557 Est. Cost $47.90 Unrealized +26.1%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $244 Shares 3,435 Est. Cost $158.48 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $241 Shares 2,925 Est. Cost $66.74 Unrealized
CALM CAL MAINE FOODS INC 0.1%
Value ($000) $241 Shares 2,389 Est. Cost $90.21 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $238 Shares 2,553 Est. Cost $61.33 Unrealized +43.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $238 Shares 1,147 Est. Cost $144.64 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $237 Shares 1,810 Est. Cost $106.60 Unrealized +29.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $230 Shares 655 Est. Cost $230.06 Unrealized +49.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $230 Shares 314 Est. Cost $680.44 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $228 Shares 1,336 Est. Cost $160.19 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $227 Shares 741 Est. Cost $176.64 Unrealized
VDC VANGUARD WORLD FD 0.1%
Value ($000) $226 Shares 1,032 Est. Cost $199.23 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $225 Shares 2,776 Est. Cost $80.96 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $223 Shares 8,772 Est. Cost $24.93 Unrealized
GSK GSK PLC 0.1%
Value ($000) $222 Shares 5,618 Est. Cost $38.77 Unrealized
OMF ONEMAIN HLDGS INC 0.1%
Value ($000) $222 Shares 3,710 Est. Cost $49.87 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $219 Shares 1,332 Est. Cost $175.17 Unrealized -7.7%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $219 Shares 2,683 Est. Cost $75.94 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $219 Shares 1,104 Est. Cost $157.45 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $218 Shares 712 Est. Cost $295.94 Unrealized +2.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $212 Shares 699 Est. Cost $286.33 Unrealized +5.4%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $211 Shares 6,544 Est. Cost $27.44 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $211 Shares 761 Est. Cost $217.46 Unrealized 0.0%
PICK ISHARES INC 0.1%
Value ($000) $210 Shares 5,328 Est. Cost $39.50 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $210 Shares 2,849 Est. Cost $73.56 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $208 Shares 3,652 Est. Cost $48.64 Unrealized +12.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $204 Shares 373 Est. Cost $440.85 Unrealized 0.0%
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $202 Shares 2,195 Est. Cost $92.07 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $202 Shares 502 Est. Cost $340.71 Unrealized +12.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $201 Shares 819 Est. Cost $206.04 Unrealized 0.0%
KSS KOHLS CORP 0.1%
Value ($000) $167 Shares 17,255 Est. Cost $23.75 Unrealized -67.6%
ABR ARBOR REALTY TRUST INC 0.1%
Value ($000) $136 Shares 12,080 Est. Cost $14.93 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $104 Shares 10,000 Est. Cost $10.39 Unrealized
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $88 Shares 15,090 Est. Cost $4.83 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $58 Shares 10,094 Est. Cost $6.72 Unrealized -26.9%