SevenBridge Financial Group, LLC Diversified Active

CIK: 0001673954 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $606,601 (100.0% shares, 0.0% debt)

Holdings (212)

DRSK ETF SER SOLUTIONS 5.3%
Value ($000) $32,296 Shares 1,096,628 Est. Cost $28.44 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $31,680 Shares 115,843 Est. Cost $84.21 Unrealized +167.9%
MSFT MICROSOFT CORP 4.1%
Value ($000) $24,831 Shares 48,579 Est. Cost $71.43 Unrealized +612.2%
GOOGL ALPHABET INC 4.0%
Value ($000) $24,339 Shares 84,892 Est. Cost $109.03 Unrealized +91.9%
NVDA NVIDIA CORPORATION 3.1%
Value ($000) $18,526 Shares 95,593 Est. Cost $97.20 Unrealized +79.3%
AMZN AMAZON COM INC 2.7%
Value ($000) $16,547 Shares 67,762 Est. Cost $126.24 Unrealized +79.3%
JPM JPMORGAN CHASE & CO. 2.2%
Value ($000) $13,465 Shares 42,024 Est. Cost $76.26 Unrealized +288.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.7%
Value ($000) $10,013 Shares 34,452 Est. Cost $132.55 Unrealized
META META PLATFORMS INC 1.6%
Value ($000) $9,809 Shares 16,106 Est. Cost $341.76 Unrealized +117.5%
ORCL ORACLE CORP 1.5%
Value ($000) $9,141 Shares 40,269 Est. Cost $53.82 Unrealized +372.3%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $8,749 Shares 45,008 Est. Cost $107.79 Unrealized +57.3%
LLY ELI LILLY & CO 1.4%
Value ($000) $8,503 Shares 8,354 Est. Cost $542.92 Unrealized +36.7%
WMT WALMART INC 1.3%
Value ($000) $8,095 Shares 78,258 Est. Cost $49.30 Unrealized +101.3%
JUCY ETF SER SOLUTIONS 1.3%
Value ($000) $8,039 Shares 360,506 Est. Cost $22.45 Unrealized
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $7,895 Shares 9,410 Est. Cost $384.24 Unrealized +91.2%
SCHD SCHWAB STRATEGIC TR 1.2%
Value ($000) $7,551 Shares 277,708 Est. Cost $38.97 Unrealized
TAFI AB ACTIVE ETFS INC 1.2%
Value ($000) $7,460 Shares 295,460 Est. Cost $25.06 Unrealized
MS MORGAN STANLEY 1.2%
Value ($000) $7,411 Shares 43,613 Est. Cost $81.13 Unrealized +80.5%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $7,200 Shares 60,955 Est. Cost $69.46 Unrealized +57.9%
CAT CATERPILLAR INC 1.2%
Value ($000) $7,060 Shares 12,321 Est. Cost $274.21 Unrealized +55.1%
FBTC FIDELITY WISE ORIGIN BITCOIN 1.2%
Value ($000) $7,036 Shares 79,507 Est. Cost $79.20 Unrealized
SHY ISHARES TR 1.1%
Value ($000) $6,537 Shares 78,906 Est. Cost $81.75 Unrealized
BKAG BNY MELLON ETF TRUST 1.0%
Value ($000) $6,268 Shares 147,027 Est. Cost $41.90 Unrealized
AMAT APPLIED MATLS INC 1.0%
Value ($000) $5,972 Shares 25,882 Est. Cost $143.36 Unrealized +26.1%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $5,909 Shares 31,613 Est. Cost $123.60 Unrealized +58.4%
SRE SEMPRA 0.9%
Value ($000) $5,659 Shares 61,193 Est. Cost $74.65 Unrealized +6.9%
GOOG ALPHABET INC 0.9%
Value ($000) $5,509 Shares 19,167 Est. Cost $106.08 Unrealized +97.9%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $5,436 Shares 36,730 Est. Cost $90.66 Unrealized +70.9%
CMI CUMMINS INC 0.9%
Value ($000) $5,323 Shares 11,102 Est. Cost $265.11 Unrealized +43.6%
V VISA INC 0.9%
Value ($000) $5,313 Shares 15,678 Est. Cost $160.85 Unrealized +114.6%
PWR QUANTA SVCS INC 0.9%
Value ($000) $5,264 Shares 11,712 Est. Cost $321.84 Unrealized +20.7%
AVGO BROADCOM INC 0.8%
Value ($000) $5,134 Shares 14,454 Est. Cost $174.11 Unrealized +75.6%
PSX PHILLIPS 66 0.8%
Value ($000) $5,089 Shares 36,870 Est. Cost $80.97 Unrealized +56.1%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $5,062 Shares 40,856 Est. Cost $104.90 Unrealized +14.2%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $4,748 Shares 8,699 Est. Cost $414.59 Unrealized +9.7%
CSCO CISCO SYS INC 0.8%
Value ($000) $4,738 Shares 64,067 Est. Cost $28.25 Unrealized +138.5%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $4,547 Shares 7,944 Est. Cost $519.74 Unrealized -7.7%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $4,416 Shares 30,212 Est. Cost $126.17 Unrealized +11.6%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $4,412 Shares 47,153 Est. Cost $35.67 Unrealized +162.2%
QCOM QUALCOMM INC 0.7%
Value ($000) $4,343 Shares 24,581 Est. Cost $137.67 Unrealized +14.2%
UNP UNION PAC CORP 0.7%
Value ($000) $4,339 Shares 19,409 Est. Cost $191.88 Unrealized +16.3%
DE DEERE & CO 0.7%
Value ($000) $4,267 Shares 8,875 Est. Cost $420.17 Unrealized +16.5%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,260 Shares 49,603 Est. Cost $69.12 Unrealized +4.5%
BLK BLACKROCK INC 0.7%
Value ($000) $4,097 Shares 3,745 Est. Cost $992.63 Unrealized +11.7%
PEP PEPSICO INC 0.7%
Value ($000) $4,067 Shares 28,167 Est. Cost $105.72 Unrealized +32.8%
EOG EOG RES INC 0.7%
Value ($000) $3,972 Shares 36,531 Est. Cost $113.92 Unrealized +3.5%
LOW LOWES COS INC 0.7%
Value ($000) $3,949 Shares 16,827 Est. Cost $198.79 Unrealized +22.8%
LRCX LAM RESEARCH CORP 0.7%
Value ($000) $3,949 Shares 24,463 Est. Cost $74.98 Unrealized +40.7%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $3,940 Shares 12,508 Est. Cost $124.10 Unrealized +109.2%
HON HONEYWELL INTL INC 0.6%
Value ($000) $3,927 Shares 19,480 Est. Cost $133.41 Unrealized +55.2%
LIN LINDE PLC 0.6%
Value ($000) $3,896 Shares 9,082 Est. Cost $446.57 Unrealized +5.4%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $3,789 Shares 4,145 Est. Cost $906.47 Unrealized +5.5%
LQD ISHARES TR 0.6%
Value ($000) $3,767 Shares 33,904 Est. Cost $104.92 Unrealized
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $3,751 Shares 10,880 Est. Cost $252.50 Unrealized +39.2%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $3,686 Shares 20,012 Est. Cost $22.52 Unrealized +619.7%
IGSB ISHARES TR 0.6%
Value ($000) $3,672 Shares 69,396 Est. Cost $49.85 Unrealized
AZO AUTOZONE INC 0.6%
Value ($000) $3,618 Shares 955 Est. Cost $3685.25 Unrealized +8.9%
ABBV ABBVIE INC 0.6%
Value ($000) $3,612 Shares 15,487 Est. Cost $94.32 Unrealized +114.1%
BAC BANK AMERICA CORP 0.6%
Value ($000) $3,572 Shares 66,004 Est. Cost $19.79 Unrealized +144.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3,558 Shares 10,495 Est. Cost $290.21 Unrealized +3.0%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $3,548 Shares 6,034 Est. Cost $504.03 Unrealized -7.8%
HSY HERSHEY CO 0.6%
Value ($000) $3,548 Shares 19,901 Est. Cost $110.72 Unrealized +62.3%
PR PERMIAN RESOURCES CORP 0.6%
Value ($000) $3,513 Shares 263,938 Est. Cost $14.17 Unrealized -3.2%
RTX RTX CORPORATION 0.6%
Value ($000) $3,417 Shares 19,228 Est. Cost $84.81 Unrealized +81.9%
MUB ISHARES TR 0.6%
Value ($000) $3,395 Shares 31,616 Est. Cost $106.20 Unrealized
DGRO ISHARES TR 0.6%
Value ($000) $3,364 Shares 48,645 Est. Cost $63.78 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $3,204 Shares 76,629 Est. Cost $39.93 Unrealized +8.2%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $3,193 Shares 10,635 Est. Cost $206.19 Unrealized +31.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $3,179 Shares 6,327 Est. Cost $290.15 Unrealized +66.9%
CPRT COPART INC 0.5%
Value ($000) $3,140 Shares 76,058 Est. Cost $52.93 Unrealized -11.0%
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $3,101 Shares 10,631 Est. Cost $263.96 Unrealized +1.3%
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,933 Shares 33,617 Est. Cost $91.27 Unrealized -3.0%
AMGN AMGEN INC 0.5%
Value ($000) $2,845 Shares 8,459 Est. Cost $146.56 Unrealized +95.5%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $2,758 Shares 10,545 Est. Cost $151.60 Unrealized +88.3%
MRK MERCK & CO INC 0.4%
Value ($000) $2,728 Shares 29,835 Est. Cost $60.36 Unrealized +34.2%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $2,640 Shares 5,324 Est. Cost $512.24 Unrealized +4.2%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $2,607 Shares 11,749 Est. Cost $227.95 Unrealized +1.6%
ABT ABBOTT LABS 0.4%
Value ($000) $2,567 Shares 19,930 Est. Cost $62.27 Unrealized +109.7%
TMUS T-MOBILE US INC 0.4%
Value ($000) $2,427 Shares 11,412 Est. Cost $241.80 Unrealized -0.6%
HYG ISHARES TR 0.4%
Value ($000) $2,334 Shares 28,984 Est. Cost $72.69 Unrealized
DRI DARDEN RESTAURANTS INC 0.4%
Value ($000) $2,299 Shares 13,087 Est. Cost $197.05 Unrealized +3.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $2,205 Shares 18,902 Est. Cost $112.59 Unrealized +3.9%
HD HOME DEPOT INC 0.4%
Value ($000) $2,197 Shares 5,918 Est. Cost $274.00 Unrealized +42.0%
IJR ISHARES TR 0.3%
Value ($000) $2,117 Shares 17,715 Est. Cost $77.44 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $1,988 Shares 16,394 Est. Cost $160.78 Unrealized -6.4%
SAP SAP SE 0.3%
Value ($000) $1,983 Shares 7,828 Est. Cost $105.64 Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,937 Shares 6,762 Est. Cost $82.95 Unrealized +232.8%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,902 Shares 4,928 Est. Cost $177.67 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,847 Shares 5,286 Est. Cost $127.48 Unrealized +146.1%
IJH ISHARES TR 0.3%
Value ($000) $1,669 Shares 25,453 Est. Cost $89.87 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,645 Shares 1,421 Est. Cost $28.70 Unrealized +325.3%
TGT TARGET CORP 0.3%
Value ($000) $1,645 Shares 17,894 Est. Cost $87.97 Unrealized +10.0%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,630 Shares 19,426 Est. Cost $75.97 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $1,610 Shares 16,621 Est. Cost $96.93 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,582 Shares 5,155 Est. Cost $156.65 Unrealized +92.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,546 Shares 3,383 Est. Cost $274.74 Unrealized +63.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,510 Shares 5,833 Est. Cost $78.37 Unrealized +105.9%
PFE PFIZER INC 0.2%
Value ($000) $1,499 Shares 57,939 Est. Cost $26.90 Unrealized -10.2%
IEI ISHARES TR 0.2%
Value ($000) $1,451 Shares 12,123 Est. Cost $116.13 Unrealized
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $1,421 Shares 13,273 Est. Cost $92.22 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $1,363 Shares 1,314 Est. Cost $507.81 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,322 Shares 5,195 Est. Cost $177.38 Unrealized +67.9%
FDX FEDEX CORP 0.2%
Value ($000) $1,321 Shares 4,915 Est. Cost $164.83 Unrealized +38.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,298 Shares 2,313 Est. Cost $330.50 Unrealized +73.5%
ETN EATON CORP PLC 0.2%
Value ($000) $1,292 Shares 3,497 Est. Cost $188.48 Unrealized +92.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,276 Shares 22,275 Est. Cost $55.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,262 Shares 25,712 Est. Cost $52.14 Unrealized -12.7%
UNILEVER PLC 0.2%
Value ($000) $1,219 Shares 19,979 Est. Cost $49.19 Unrealized
CSL CARLISLE COS INC 0.2%
Value ($000) $1,193 Shares 3,719 Est. Cost $89.91 Unrealized +320.8%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,192 Shares 36,114 Est. Cost $41.91 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,161 Shares 6,042 Est. Cost $158.33 Unrealized +16.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,108 Shares 7,122 Est. Cost $80.83 Unrealized +104.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $1,099 Shares 13,826 Est. Cost $55.32 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $1,042 Shares 7,879 Est. Cost $82.14 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,033 Shares 42,587 Est. Cost $26.49 Unrealized
HYMB SPDR SERIES TRUST 0.2%
Value ($000) $987 Shares 39,209 Est. Cost $35.70 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $969 Shares 10,112 Est. Cost $83.47 Unrealized +9.3%
COP CONOCOPHILLIPS 0.2%
Value ($000) $961 Shares 10,787 Est. Cost $90.06 Unrealized +3.6%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $936 Shares 1,522 Est. Cost $332.37 Unrealized +78.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $903 Shares 6,815 Est. Cost $49.87 Unrealized +171.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $880 Shares 5,742 Est. Cost $82.91 Unrealized +83.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $870 Shares 15,255 Est. Cost $52.83 Unrealized +20.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $832 Shares 6,740 Est. Cost $61.75 Unrealized +81.8%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $820 Shares 5,995 Est. Cost $61.12 Unrealized +59.9%
VMC VULCAN MATLS CO 0.1%
Value ($000) $746 Shares 2,527 Est. Cost $138.91 Unrealized +103.9%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $728 Shares 723 Est. Cost $172.58 Unrealized +81.9%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $702 Shares 5,053 Est. Cost $90.45 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $695 Shares 2,878 Est. Cost $115.41 Unrealized +107.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $695 Shares 2,817 Est. Cost $118.55 Unrealized +119.8%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $694 Shares 4,892 Est. Cost $51.72 Unrealized +111.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $675 Shares 6,487 Est. Cost $100.68 Unrealized +25.9%
EXE EXPAND ENERGY CORPORATION 0.1%
Value ($000) $657 Shares 5,503 Est. Cost $76.98 Unrealized +28.8%
SO SOUTHERN CO 0.1%
Value ($000) $630 Shares 6,852 Est. Cost $34.48 Unrealized +167.4%
KO COCA COLA CO 0.1%
Value ($000) $627 Shares 8,771 Est. Cost $46.98 Unrealized +44.6%
NTR NUTRIEN LTD 0.1%
Value ($000) $609 Shares 10,125 Est. Cost $76.34 Unrealized -23.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $597 Shares 874 Est. Cost $430.31 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $594 Shares 14,568 Est. Cost $35.59 Unrealized +19.4%
BHP BHP GROUP LTD 0.1%
Value ($000) $556 Shares 9,864 Est. Cost $59.04 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $549 Shares 917 Est. Cost $292.93 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $542 Shares 3,325 Est. Cost $103.97 Unrealized +85.9%
BRO BROWN & BROWN INC 0.1%
Value ($000) $539 Shares 6,721 Est. Cost $48.72 Unrealized +99.5%
TSLA TESLA INC 0.1%
Value ($000) $535 Shares 1,242 Est. Cost $259.99 Unrealized +33.4%
POET POET TECHNOLOGIES INC 0.1%
Value ($000) $509 Shares 100,709 Est. Cost $2.71 Unrealized +108.7%
RYAN RYAN SPECIALTY HOLDINGS INC 0.1%
Value ($000) $492 Shares 8,594 Est. Cost $63.07 Unrealized -6.1%
HUBB HUBBELL INC 0.1%
Value ($000) $491 Shares 1,083 Est. Cost $199.94 Unrealized +114.2%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $484 Shares 1,793 Est. Cost $154.59 Unrealized +38.9%
AFL AFLAC INC 0.1%
Value ($000) $457 Shares 3,986 Est. Cost $32.19 Unrealized +223.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $446 Shares 1,214 Est. Cost $220.97 Unrealized +74.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $431 Shares 695 Est. Cost $456.53 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $420 Shares 1,715 Est. Cost $93.22 Unrealized +37.1%
PPL PPL CORP 0.1%
Value ($000) $411 Shares 11,138 Est. Cost $24.46 Unrealized +44.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $408 Shares 6,953 Est. Cost $45.10 Unrealized
NKE NIKE INC 0.1%
Value ($000) $400 Shares 6,235 Est. Cost $74.09 Unrealized -0.4%
CRM SALESFORCE INC 0.1%
Value ($000) $387 Shares 1,575 Est. Cost $232.79 Unrealized +8.0%
WAT WATERS CORP 0.1%
Value ($000) $387 Shares 1,000 Est. Cost $319.20 Unrealized -5.5%
SYY SYSCO CORP 0.1%
Value ($000) $384 Shares 5,097 Est. Cost $42.21 Unrealized +86.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $362 Shares 971 Est. Cost $166.99 Unrealized +89.6%
GLXY GALAXY DIGITAL INC. 0.1%
Value ($000) $360 Shares 11,500 Est. Cost $20.30 Unrealized +32.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $359 Shares 12,867 Est. Cost $32.61 Unrealized +1.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $351 Shares 1,431 Est. Cost $142.76 Unrealized +80.3%
NEM NEWMONT CORP 0.1%
Value ($000) $325 Shares 3,497 Est. Cost $52.81 Unrealized +31.4%
D DOMINION ENERGY INC 0.1%
Value ($000) $325 Shares 5,298 Est. Cost $54.62 Unrealized +6.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $322 Shares 566 Est. Cost $352.20 Unrealized +115.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $319 Shares 2,873 Est. Cost $59.48 Unrealized +130.6%
IEUR ISHARES TR 0.1%
Value ($000) $314 Shares 4,479 Est. Cost $47.50 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $314 Shares 1,816 Est. Cost $115.22 Unrealized +18.8%
MTB M & T BK CORP 0.1%
Value ($000) $306 Shares 1,629 Est. Cost $129.77 Unrealized +49.3%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $306 Shares 4,337 Est. Cost $55.57 Unrealized +12.3%
IVV ISHARES TR 0.1%
Value ($000) $304 Shares 442 Est. Cost $510.40 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $298 Shares 3,790 Est. Cost $64.05 Unrealized +32.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $292 Shares 740 Est. Cost $274.16 Unrealized +25.3%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $292 Shares 692 Est. Cost $195.76 Unrealized +117.9%
AOS SMITH A O CORP 0.0%
Value ($000) $290 Shares 4,375 Est. Cost $54.94 Unrealized +29.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $281 Shares 629 Est. Cost $364.25 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $269 Shares 3,941 Est. Cost $80.98 Unrealized -11.2%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $265 Shares 5,794 Est. Cost $37.22 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $264 Shares 2,562 Est. Cost $45.41 Unrealized +107.2%
IVW ISHARES TR 0.0%
Value ($000) $263 Shares 2,128 Est. Cost $101.38 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $261 Shares 1,582 Est. Cost $119.98 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $257 Shares 1,851 Est. Cost $97.09 Unrealized +57.2%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $256 Shares 1,660 Est. Cost $122.77 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $255 Shares 2,758 Est. Cost $54.13 Unrealized +43.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $254 Shares 372 Est. Cost $539.04 Unrealized +4.7%
NOW SERVICENOW INC 0.0%
Value ($000) $252 Shares 292 Est. Cost $151.67 Unrealized +23.2%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $252 Shares 9,326 Est. Cost $32.68 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $251 Shares 400 Est. Cost $486.66 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $247 Shares 1,390 Est. Cost $139.37 Unrealized +6.1%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $242 Shares 9,250 Est. Cost $22.07 Unrealized +7.9%
SMMD ISHARES TR 0.0%
Value ($000) $241 Shares 3,241 Est. Cost $57.55 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $240 Shares 1,122 Est. Cost $183.91 Unrealized +27.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $236 Shares 1,157 Est. Cost $223.65 Unrealized -0.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $235 Shares 590 Est. Cost $536.59 Unrealized +5.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $233 Shares 7,384 Est. Cost $28.90 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $231 Shares 669 Est. Cost $319.57 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $229 Shares 3,950 Est. Cost $39.11 Unrealized +57.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $228 Shares 2,176 Est. Cost $117.26 Unrealized +4.2%
INTC INTEL CORP 0.0%
Value ($000) $216 Shares 5,691 Est. Cost $24.23 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $215 Shares 1,036 Est. Cost $194.05 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $214 Shares 445 Est. Cost $450.30 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $213 Shares 4,090 Est. Cost $51.23 Unrealized +0.4%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $212 Shares 1,649 Est. Cost $114.50 Unrealized +15.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $209 Shares 221 Est. Cost $917.50 Unrealized +9.1%
IEMG ISHARES INC 0.0%
Value ($000) $209 Shares 3,046 Est. Cost $68.53 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $208 Shares 480 Est. Cost $417.92 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $204 Shares 1,000 Est. Cost $102.34 Unrealized +50.1%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $148 Shares 13,124 Est. Cost $9.29 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $136 Shares 10,709 Est. Cost $11.70 Unrealized
NXE NEXGEN ENERGY LTD 0.0%
Value ($000) $104 Shares 12,250 Est. Cost $6.20 Unrealized +18.8%
DNN DENISON MINES CORP 0.0%
Value ($000) $96 Shares 37,000 Est. Cost $1.70 Unrealized +29.9%
KAPA KAIROS PHARMA LTD 0.0%
Value ($000) $38 Shares 44,286 Est. Cost $1.28 Unrealized -10.8%
FLD FOLD HLDGS INC 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $3.93 Unrealized 0.0%
XLO XILIO THERAPEUTICS INC 0.0%
Value ($000) $19 Shares 25,000 Est. Cost $0.81 Unrealized -11.2%