Trifecta Capital Advisors, LLC Diversified Active

CIK: 0001962615 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 16, 2024

Total Value ($000): $410,842 (100.0% shares, 0.0% debt)

Holdings (411)

QQQ INVESCO QQQ TR 8.5%
Value ($000) $35,082 Shares 79,011 Est. Cost $272.40 Unrealized
MSFT MICROSOFT CORP 5.7%
Value ($000) $23,497 Shares 55,849 Est. Cost $242.82 Unrealized +64.4%
AAPL APPLE INC 4.7%
Value ($000) $19,159 Shares 111,724 Est. Cost $140.80 Unrealized +28.0%
NVDA NVIDIA CORPORATION 4.5%
Value ($000) $18,548 Shares 20,528 Est. Cost $16.70 Unrealized +333.7%
IJR ISHARES TR 4.5%
Value ($000) $18,360 Shares 166,124 Est. Cost $97.20 Unrealized
GOOG ALPHABET INC 4.4%
Value ($000) $18,282 Shares 120,072 Est. Cost $96.04 Unrealized +49.2%
AMZN AMAZON COM INC 4.3%
Value ($000) $17,760 Shares 98,459 Est. Cost $106.63 Unrealized +56.6%
LLY ELI LILLY & CO 4.1%
Value ($000) $16,740 Shares 21,518 Est. Cost $350.13 Unrealized +100.6%
SPY SPDR S&P 500 ETF TR 3.8%
Value ($000) $15,817 Shares 30,239 Est. Cost $388.91 Unrealized
IVV ISHARES TR 3.3%
Value ($000) $13,694 Shares 26,048 Est. Cost $401.83 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.8%
Value ($000) $11,644 Shares 20,928 Est. Cost $447.33 Unrealized
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $10,486 Shares 14,313 Est. Cost $482.51 Unrealized +46.5%
IJH ISHARES TR 2.0%
Value ($000) $8,369 Shares 137,785 Est. Cost $95.88 Unrealized
PANW PALO ALTO NETWORKS INC 1.8%
Value ($000) $7,315 Shares 25,745 Est. Cost $87.58 Unrealized +80.1%
CAT CATERPILLAR INC 1.7%
Value ($000) $6,957 Shares 18,986 Est. Cost $222.22 Unrealized +40.0%
CRM SALESFORCE INC 1.6%
Value ($000) $6,776 Shares 22,499 Est. Cost $155.74 Unrealized +83.1%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $6,686 Shares 11,503 Est. Cost $526.58 Unrealized +5.9%
V VISA INC 1.4%
Value ($000) $5,895 Shares 21,122 Est. Cost $201.47 Unrealized +35.2%
UBER UBER TECHNOLOGIES INC 1.4%
Value ($000) $5,877 Shares 76,330 Est. Cost $33.25 Unrealized +115.9%
HD HOME DEPOT INC 1.4%
Value ($000) $5,600 Shares 14,600 Est. Cost $285.02 Unrealized +22.3%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $5,256 Shares 12,584 Est. Cost $322.32 Unrealized +15.5%
ABBV ABBVIE INC 1.3%
Value ($000) $5,238 Shares 28,765 Est. Cost $160.03 Unrealized +1.2%
VRTX VERTEX PHARMACEUTICALS INC 1.3%
Value ($000) $5,167 Shares 12,361 Est. Cost $314.63 Unrealized +34.4%
NOW SERVICENOW INC 1.2%
Value ($000) $5,052 Shares 6,626 Est. Cost $91.56 Unrealized +65.5%
MS MORGAN STANLEY 1.2%
Value ($000) $5,000 Shares 53,104 Est. Cost $77.11 Unrealized +7.9%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,918 Shares 9,942 Est. Cost $497.45 Unrealized -1.7%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $4,534 Shares 22,636 Est. Cost $121.05 Unrealized +43.4%
TJX TJX COS INC NEW 1.0%
Value ($000) $4,285 Shares 42,246 Est. Cost $73.12 Unrealized +29.4%
ADBE ADOBE INC 1.0%
Value ($000) $4,242 Shares 8,407 Est. Cost $378.80 Unrealized +51.3%
AVGO BROADCOM INC 1.0%
Value ($000) $4,154 Shares 3,134 Est. Cost $92.06 Unrealized +31.7%
ETN EATON CORP PLC 1.0%
Value ($000) $4,007 Shares 12,814 Est. Cost $223.52 Unrealized +19.7%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $3,856 Shares 24,442 Est. Cost $148.93 Unrealized -6.7%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $3,771 Shares 8,289 Est. Cost $425.36 Unrealized -2.2%
AMD ADVANCED MICRO DEVICES INC 0.9%
Value ($000) $3,757 Shares 20,817 Est. Cost $108.15 Unrealized +61.6%
IWM ISHARES TR 0.9%
Value ($000) $3,686 Shares 17,525 Est. Cost $175.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.9%
Value ($000) $3,685 Shares 9,233 Est. Cost $270.81 Unrealized +39.5%
BLACKROCK INC 0.9%
Value ($000) $3,514 Shares 4,214 Est. Cost $712.91 Unrealized
SNPS SYNOPSYS INC 0.8%
Value ($000) $3,286 Shares 5,750 Est. Cost $550.38 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.8%
Value ($000) $3,174 Shares 3,298 Est. Cost $846.69 Unrealized +11.7%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $3,042 Shares 19,231 Est. Cost $156.64 Unrealized -4.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,924 Shares 6,954 Est. Cost $301.68 Unrealized +30.4%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $2,731 Shares 63,002 Est. Cost $30.16 Unrealized +34.7%
WMT WALMART INC 0.7%
Value ($000) $2,725 Shares 45,281 Est. Cost $52.83 Unrealized +6.1%
GOOGL ALPHABET INC 0.7%
Value ($000) $2,693 Shares 17,844 Est. Cost $98.59 Unrealized +44.0%
AMGN AMGEN INC 0.6%
Value ($000) $2,660 Shares 9,356 Est. Cost $244.80 Unrealized +12.8%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,576 Shares 12,370 Est. Cost $124.44 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $2,543 Shares 27,826 Est. Cost $89.08 Unrealized -0.5%
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $2,530 Shares 10,028 Est. Cost $153.16 Unrealized +55.2%
UNP UNION PAC CORP 0.6%
Value ($000) $2,332 Shares 9,484 Est. Cost $194.15 Unrealized +21.3%
DVY ISHARES TR 0.4%
Value ($000) $1,771 Shares 14,380 Est. Cost $118.66 Unrealized
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,596 Shares 5,948 Est. Cost $197.50 Unrealized +25.4%
LULU LULULEMON ATHLETICA INC 0.4%
Value ($000) $1,484 Shares 3,798 Est. Cost $328.87 Unrealized +40.6%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,338 Shares 5,148 Est. Cost $191.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,335 Shares 9,036 Est. Cost $135.86 Unrealized
CME CME GROUP INC 0.3%
Value ($000) $1,329 Shares 6,175 Est. Cost $153.10 Unrealized +28.8%
MRK MERCK & CO INC 0.3%
Value ($000) $1,213 Shares 9,192 Est. Cost $92.80 Unrealized +24.8%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $1,211 Shares 6,632 Est. Cost $152.34 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,134 Shares 6,398 Est. Cost $140.34 Unrealized +1.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,072 Shares 9,224 Est. Cost $97.20 Unrealized +0.9%
SHAK SHAKE SHACK INC 0.2%
Value ($000) $832 Shares 8,000 Est. Cost $48.72 Unrealized +79.7%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $769 Shares 2,346 Est. Cost $200.17 Unrealized +46.6%
LOW LOWES COS INC 0.2%
Value ($000) $645 Shares 2,534 Est. Cost $188.18 Unrealized +18.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $641 Shares 3,950 Est. Cost $139.86 Unrealized +7.2%
IVE ISHARES TR 0.1%
Value ($000) $579 Shares 3,099 Est. Cost $146.41 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $574 Shares 1,845 Est. Cost $167.89 Unrealized +76.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $562 Shares 11,254 Est. Cost $42.18 Unrealized +11.9%
OEF ISHARES TR 0.1%
Value ($000) $552 Shares 2,230 Est. Cost $170.57 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $509 Shares 1,059 Est. Cost $388.47 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $499 Shares 6,835 Est. Cost $67.52 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $470 Shares 1,737 Est. Cost $226.30 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $435 Shares 3,554 Est. Cost $92.82 Unrealized +10.3%
USB US BANCORP DEL 0.1%
Value ($000) $311 Shares 6,950 Est. Cost $37.53 Unrealized +3.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $283 Shares 1,740 Est. Cost $140.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $265 Shares 6,348 Est. Cost $38.98 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $257 Shares 1,010 Est. Cost $210.22 Unrealized +13.1%
IJK ISHARES TR 0.1%
Value ($000) $232 Shares 2,540 Est. Cost $68.30 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $225 Shares 2,299 Est. Cost $80.85 Unrealized +8.4%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $221 Shares 1,200 Est. Cost $150.32 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $205 Shares 2,642 Est. Cost $77.71 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $196 Shares 2,876 Est. Cost $52.11 Unrealized +27.7%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $191 Shares 1,400 Est. Cost $108.87 Unrealized +0.5%
PFE PFIZER INC 0.0%
Value ($000) $186 Shares 6,707 Est. Cost $39.28 Unrealized -37.2%
IYY ISHARES TR 0.0%
Value ($000) $175 Shares 1,370 Est. Cost $128.09 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $166 Shares 417 Est. Cost $331.33 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $155 Shares 914 Est. Cost $160.74 Unrealized +14.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $152 Shares 666 Est. Cost $142.37 Unrealized +42.5%
DISCOVER FINL SVCS 0.0%
Value ($000) $150 Shares 1,142 Est. Cost $97.83 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $148 Shares 2,411 Est. Cost $54.92 Unrealized +3.3%
IWB ISHARES TR 0.0%
Value ($000) $144 Shares 500 Est. Cost $210.52 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $144 Shares 4,492 Est. Cost $29.23 Unrealized
ISHARES TR 0.0%
Value ($000) $143 Shares 6,130 Est. Cost $22.71 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $143 Shares 696 Est. Cost $176.70 Unrealized +2.3%
BAC BANK AMERICA CORP 0.0%
Value ($000) $133 Shares 3,508 Est. Cost $31.82 Unrealized +3.1%
IWP ISHARES TR 0.0%
Value ($000) $131 Shares 1,146 Est. Cost $114.14 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $130 Shares 268 Est. Cost $223.11 Unrealized +98.6%
IWF ISHARES TR 0.0%
Value ($000) $129 Shares 384 Est. Cost $214.24 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $129 Shares 731 Est. Cost $191.55 Unrealized +2.0%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $128 Shares 1,229 Est. Cost $85.51 Unrealized +12.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $128 Shares 400 Est. Cost $136.88 Unrealized +123.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $125 Shares 607 Est. Cost $130.54 Unrealized +38.2%
NKE NIKE INC 0.0%
Value ($000) $125 Shares 1,325 Est. Cost $95.30 Unrealized +2.6%
MCK MCKESSON CORP 0.0%
Value ($000) $122 Shares 227 Est. Cost $360.74 Unrealized +39.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $121 Shares 7,700 Est. Cost $12.47 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $120 Shares 1,500 Est. Cost $75.24 Unrealized -5.9%
CSX CSX CORP 0.0%
Value ($000) $116 Shares 3,117 Est. Cost $30.37 Unrealized +16.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $110 Shares 518 Est. Cost $153.18 Unrealized +24.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $108 Shares 358 Est. Cost $258.51 Unrealized +3.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $107 Shares 429 Est. Cost $226.80 Unrealized +6.5%
BA BOEING CO 0.0%
Value ($000) $106 Shares 547 Est. Cost $179.82 Unrealized +14.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $103 Shares 584 Est. Cost $77.99 Unrealized +49.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $91 Shares 60 Est. Cost $890.25 Unrealized +83.8%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $90 Shares 1,274 Est. Cost $43.40 Unrealized +56.8%
DEO DIAGEO PLC 0.0%
Value ($000) $89 Shares 600 Est. Cost $181.18 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $87 Shares 2,127 Est. Cost $35.33 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $87 Shares 1,010 Est. Cost $81.75 Unrealized -7.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $86 Shares 372 Est. Cost $169.33 Unrealized +22.1%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $82 Shares 1,512 Est. Cost $50.14 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $78 Shares 610 Est. Cost $113.30 Unrealized
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $63.73 Unrealized +1.7%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $75 Shares 225 Est. Cost $218.18 Unrealized +38.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $74 Shares 962 Est. Cost $75.19 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $73 Shares 301 Est. Cost $223.14 Unrealized +7.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $72 Shares 800 Est. Cost $74.27 Unrealized +10.3%
ISCB ISHARES TR 0.0%
Value ($000) $72 Shares 1,276 Est. Cost $56.21 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $71 Shares 841 Est. Cost $64.64 Unrealized
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $69 Shares 400 Est. Cost $190.81 Unrealized -12.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $69 Shares 245 Est. Cost $246.38 Unrealized +12.8%
SDY SPDR SER TR 0.0%
Value ($000) $66 Shares 500 Est. Cost $125.11 Unrealized
SHOCKWAVE MED INC 0.0%
Value ($000) $65 Shares 200 Est. Cost $205.61 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $65 Shares 224 Est. Cost $122.08 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $62 Shares 800 Est. Cost $40.91 Unrealized +93.1%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $61 Shares 380 Est. Cost $152.57 Unrealized +27.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $60 Shares 289 Est. Cost $170.82 Unrealized +13.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $58 Shares 120 Est. Cost $324.19 Unrealized +39.6%
NFLX NETFLIX INC 0.0%
Value ($000) $56 Shares 93 Est. Cost $50.79 Unrealized +11.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $53 Shares 2,622 Est. Cost $18.44 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $53 Shares 497 Est. Cost $74.31 Unrealized +27.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $52 Shares 51 Est. Cost $548.52 Unrealized +67.3%
BX BLACKSTONE INC 0.0%
Value ($000) $51 Shares 392 Est. Cost $118.70 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $53.34 Unrealized -20.1%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $49 Shares 3,700 Est. Cost $13.19 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $46 Shares 105 Est. Cost $291.87 Unrealized +33.9%
TTD THE TRADE DESK INC 0.0%
Value ($000) $45 Shares 510 Est. Cost $50.70 Unrealized +49.4%
PFF ISHARES TR 0.0%
Value ($000) $42 Shares 1,310 Est. Cost $31.19 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $42 Shares 3,535 Est. Cost $11.47 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $41 Shares 314 Est. Cost $125.18 Unrealized -8.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $40 Shares 316 Est. Cost $109.40 Unrealized -1.6%
CALX CALIX INC 0.0%
Value ($000) $39 Shares 1,191 Est. Cost $67.21 Unrealized -44.6%
PEP PEPSICO INC 0.0%
Value ($000) $38 Shares 216 Est. Cost $157.66 Unrealized -0.2%
IBB ISHARES TR 0.0%
Value ($000) $38 Shares 275 Est. Cost $131.29 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $36 Shares 290 Est. Cost $78.12 Unrealized +60.9%
RPM RPM INTL INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $96.96 Unrealized +14.7%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $35 Shares 282 Est. Cost $91.42 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $33 Shares 190 Est. Cost $151.91 Unrealized +3.9%
EG EVEREST GROUP LTD 0.0%
Value ($000) $32 Shares 80 Est. Cost $295.65 Unrealized +23.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $30 Shares 121 Est. Cost $225.93 Unrealized +2.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $29 Shares 300 Est. Cost $77.07 Unrealized +9.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $29 Shares 197 Est. Cost $126.35 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $28 Shares 445 Est. Cost $71.84 Unrealized -22.9%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $28 Shares 381 Est. Cost $71.84 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $28 Shares 167 Est. Cost $102.17 Unrealized +48.2%
DOW DOW INC 0.0%
Value ($000) $27 Shares 460 Est. Cost $40.83 Unrealized +19.9%
DOX AMDOCS LTD 0.0%
Value ($000) $25 Shares 275 Est. Cost $79.26 Unrealized +9.7%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $25 Shares 500 Est. Cost $79.84 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $24 Shares 84 Est. Cost $155.01 Unrealized +54.7%
ASML ASML HOLDING N V 0.0%
Value ($000) $24 Shares 25 Est. Cost $588.68 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $24 Shares 212 Est. Cost $98.04 Unrealized +13.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $24 Shares 850 Est. Cost $14.20 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $23 Shares 280 Est. Cost $94.52 Unrealized -19.4%
XBI SPDR SER TR 0.0%
Value ($000) $23 Shares 245 Est. Cost $83.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $23 Shares 310 Est. Cost $70.79 Unrealized +1.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $21 Shares 172 Est. Cost $290.95 Unrealized -59.9%
ITT ITT INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $98.13 Unrealized +26.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $20 Shares 282 Est. Cost $70.67 Unrealized -9.1%
ZS ZSCALER INC 0.0%
Value ($000) $20 Shares 105 Est. Cost $135.86 Unrealized +64.7%
ACEL ACCEL ENTERTAINMENT INC 0.0%
Value ($000) $20 Shares 1,700 Est. Cost $8.59 Unrealized +24.2%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $20 Shares 75 Est. Cost $80.65 Unrealized +191.2%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $20 Shares 200 Est. Cost $101.34 Unrealized -11.4%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 34 Est. Cost $461.85 Unrealized +16.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $19 Shares 217 Est. Cost $76.93 Unrealized +4.8%
DOV DOVER CORP 0.0%
Value ($000) $18 Shares 100 Est. Cost $135.40 Unrealized +16.4%
IWD ISHARES TR 0.0%
Value ($000) $18 Shares 98 Est. Cost $151.65 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $17 Shares 100 Est. Cost $101.46 Unrealized +67.8%
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $39.16 Unrealized -27.5%
AZO AUTOZONE INC 0.0%
Value ($000) $16 Shares 5 Est. Cost $2416.82 Unrealized +18.3%
INTU INTUIT 0.0%
Value ($000) $16 Shares 24 Est. Cost $486.25 Unrealized +29.8%
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $15 Shares 134 Est. Cost $87.83 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $15 Shares 450 Est. Cost $27.38 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $15 Shares 169 Est. Cost $73.39 Unrealized +7.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $14 Shares 93 Est. Cost $127.85 Unrealized +9.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $14 Shares 41 Est. Cost $288.97 Unrealized +22.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 Shares 124 Est. Cost $84.53 Unrealized +17.6%
ARKG ARK ETF TR 0.0%
Value ($000) $13 Shares 465 Est. Cost $28.23 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $13 Shares 103 Est. Cost $98.95 Unrealized +13.5%
DE DEERE & CO 0.0%
Value ($000) $13 Shares 31 Est. Cost $397.52 Unrealized -6.3%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $13 Shares 193 Est. Cost $59.02 Unrealized -4.1%
HSY HERSHEY CO 0.0%
Value ($000) $12 Shares 63 Est. Cost $212.11 Unrealized -14.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $12 Shares 75 Est. Cost $133.23 Unrealized 0.0%
IGIB ISHARES TR 0.0%
Value ($000) $11 Shares 214 Est. Cost $51.60 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $11 Shares 56 Est. Cost $123.05 Unrealized +40.2%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $10 Shares 475 Est. Cost $35.78 Unrealized -30.6%
HOLX HOLOGIC INC 0.0%
Value ($000) $10 Shares 132 Est. Cost $71.21 Unrealized +4.5%
WESTROCK CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.58 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 125 Est. Cost $66.56 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $9 Shares 13 Est. Cost $105.21 Unrealized +44.2%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $87.94 Unrealized -13.8%
LIN LINDE PLC 0.0%
Value ($000) $9 Shares 19 Est. Cost $322.30 Unrealized +31.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $9 Shares 152 Est. Cost $38.06 Unrealized +31.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $9 Shares 43 Est. Cost $106.44 Unrealized +54.4%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 107 Est. Cost $76.70 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $8 Shares 130 Est. Cost $52.25 Unrealized +48.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $484.45 Unrealized -0.5%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 163 Est. Cost $46.00 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $175.80 Unrealized -22.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $8 Shares 58 Est. Cost $108.15 Unrealized +13.1%
EQT EQT CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $38.26 Unrealized -8.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 43 Est. Cost $109.18 Unrealized +36.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $7 Shares 2 Est. Cost $1867.55 Unrealized +87.9%
INTC INTEL CORP 0.0%
Value ($000) $7 Shares 163 Est. Cost $26.65 Unrealized +65.3%
T AT&T INC 0.0%
Value ($000) $7 Shares 397 Est. Cost $15.11 Unrealized +3.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 6 Est. Cost $53.77 Unrealized +30.1%
DHI D R HORTON INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $77.70 Unrealized +89.4%
RTX RTX CORPORATION 0.0%
Value ($000) $6 Shares 63 Est. Cost $90.06 Unrealized -3.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 29 Est. Cost $147.75 Unrealized +26.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $6 Shares 48 Est. Cost $36.78 Unrealized +40.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $5 Shares 31 Est. Cost $124.09 Unrealized +22.4%
CBRE CBRE GROUP INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $73.85 Unrealized +21.6%
IT GARTNER INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $322.72 Unrealized +42.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $321.12 Unrealized +33.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $81.30 Unrealized +4.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $5 Shares 29 Est. Cost $114.07 Unrealized +19.0%
COR CENCORA INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $153.47 Unrealized +47.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $5 Shares 101 Est. Cost $37.53 Unrealized +5.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $72.44 Unrealized +24.0%
FISV FISERV INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $99.59 Unrealized +46.2%
CB CHUBB LIMITED 0.0%
Value ($000) $4 Shares 17 Est. Cost $199.93 Unrealized +20.7%
ARKF ARK ETF TR 0.0%
Value ($000) $4 Shares 140 Est. Cost $14.27 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $59.32 Unrealized +69.9%
NDAQ NASDAQ INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $59.57 Unrealized -5.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $36.49 Unrealized +49.1%
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $40.56 Unrealized +29.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $211.01 Unrealized -4.1%
CI THE CIGNA GROUP 0.0%
Value ($000) $4 Shares 11 Est. Cost $298.87 Unrealized +6.3%
PIONEER NAT RES CO 0.0%
Value ($000) $4 Shares 15 Est. Cost $228.40 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $4 Shares 4 Est. Cost $508.80 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $139.24 Unrealized +1.4%
PHM PULTE GROUP INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $41.03 Unrealized +157.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $58.01 Unrealized +18.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $4 Shares 15 Est. Cost $228.99 Unrealized +2.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $148.03 Unrealized -7.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 74 Est. Cost $59.35 Unrealized -29.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $4 Shares 10 Est. Cost $219.76 Unrealized +50.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $3 Shares 79 Est. Cost $35.03 Unrealized +1.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $3 Shares 25 Est. Cost $106.09 Unrealized +22.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $43.30 Unrealized +48.5%
MAS MASCO CORP 0.0%
Value ($000) $3 Shares 43 Est. Cost $45.49 Unrealized +53.3%
MSCI MSCI INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $488.46 Unrealized +12.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $3 Shares 56 Est. Cost $54.75 Unrealized -4.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $21.70 Unrealized -33.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $130.53 Unrealized +50.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $3 Shares 59 Est. Cost $64.59 Unrealized -28.5%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $241.04 Unrealized +33.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $3 Shares 16 Est. Cost $186.71 Unrealized -0.3%
ARMP ARMATA PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 714 Est. Cost $2.64 Unrealized +37.1%
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 76 Est. Cost $36.16 Unrealized -7.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 54 Est. Cost $46.08 Unrealized +3.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $75.96 Unrealized -19.4%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $3 Shares 85 Est. Cost $25.64 Unrealized +15.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $228.84 Unrealized +12.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $82.72 Unrealized -9.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $3 Shares 15 Est. Cost $87.71 Unrealized +60.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $91.24 Unrealized +45.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $388.17 Unrealized +40.8%
SYY SYSCO CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $73.92 Unrealized +0.9%
SNA SNAP ON INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $208.11 Unrealized +29.7%
CMI CUMMINS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $220.78 Unrealized +12.1%
LKQ LKQ CORP 0.0%
Value ($000) $3 Shares 49 Est. Cost $48.50 Unrealized -3.8%
PSA PUBLIC STORAGE 0.0%
Value ($000) $3 Shares 9 Est. Cost $256.48 Unrealized +3.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $3 Shares 30 Est. Cost $68.80 Unrealized +12.1%
CMS CMS ENERGY CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $53.55 Unrealized +2.1%
DXCM DEXCOM INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $106.40 Unrealized +18.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $114.06 Unrealized +12.9%
EBAY EBAY INC. 0.0%
Value ($000) $2 Shares 47 Est. Cost $38.98 Unrealized +12.8%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $93.83 Unrealized +50.3%
EQIX EQUINIX INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $578.99 Unrealized +39.5%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2 Shares 28 Est. Cost $77.51 Unrealized +6.9%
VMC VULCAN MATLS CO 0.0%
Value ($000) $2 Shares 9 Est. Cost $166.92 Unrealized +45.6%
AME AMETEK INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $129.81 Unrealized +31.0%
MCO MOODYS CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $266.40 Unrealized +42.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $106.57 Unrealized +7.6%
FAST FASTENAL CO 0.0%
Value ($000) $2 Shares 30 Est. Cost $22.64 Unrealized +50.1%
KEY KEYCORP 0.0%
Value ($000) $2 Shares 146 Est. Cost $9.00 Unrealized +46.2%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $2 Shares 23 Est. Cost $71.13 Unrealized +14.5%
QRVO QORVO INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.32 Unrealized +22.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $138.81 Unrealized +13.9%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $2 Shares 30 Est. Cost $52.43 Unrealized +19.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.56 Unrealized +46.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $113.66 Unrealized -14.0%
RVTY REVVITY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $133.52 Unrealized -20.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $215.38 Unrealized +13.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $2 Shares 27 Est. Cost $44.98 Unrealized +51.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $64.70 Unrealized -11.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $31.00 Unrealized +15.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $2 Shares 36 Est. Cost $49.86 Unrealized +15.3%
BRO BROWN & BROWN INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $56.83 Unrealized +39.9%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $507.93 Unrealized -27.2%
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $98.51 Unrealized +42.5%
EOG EOG RES INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $117.82 Unrealized -6.3%
PPG PPG INDS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $114.48 Unrealized +18.7%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $36.92 Unrealized
MMM 3M CO 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.54 Unrealized +5.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $74.83 Unrealized -13.5%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $2 Shares 23 Est. Cost $49.85 Unrealized +53.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $269.37 Unrealized -13.7%
OKE ONEOK INC NEW 0.0%
Value ($000) $2 Shares 24 Est. Cost $52.27 Unrealized +27.7%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $80.41 Unrealized +24.1%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $141.81 Unrealized +46.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $58.31 Unrealized -11.9%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.92 Unrealized -10.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $2 Shares 13 Est. Cost $51.52 Unrealized +138.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 31 Est. Cost $38.88 Unrealized +41.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $261.31 Unrealized +6.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $2 Shares 22 Est. Cost $81.68 Unrealized -5.5%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $137.82 Unrealized -12.4%
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 23 Est. Cost $59.62 Unrealized +8.6%
GL GLOBE LIFE INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $111.47 Unrealized +8.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 18 Est. Cost $69.73 Unrealized +16.6%
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $153.29 Unrealized +15.6%
NTAP NETAPP INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $61.60 Unrealized +44.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $2 Shares 14 Est. Cost $101.47 Unrealized -0.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $233.12 Unrealized -41.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $2 Shares 21 Est. Cost $58.23 Unrealized +7.5%
F FORD MTR CO DEL 0.0%
Value ($000) $2 Shares 117 Est. Cost $10.07 Unrealized +6.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $207.59 Unrealized +12.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.61 Unrealized -10.5%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $52.40 Unrealized +13.6%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $84.11 Unrealized +19.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $70.16 Unrealized +27.6%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 Shares 14 Est. Cost $48.86 Unrealized -2.4%
FMC FMC CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $53.30 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $495.16 Unrealized -9.9%
WELL WELLTOWER INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $83.03 Unrealized +5.0%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $1 Shares 32 Est. Cost $27.74 Unrealized +48.7%
RMD RESMED INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $150.68 Unrealized +19.6%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.86 Unrealized +77.7%
APTIV PLC 0.0%
Value ($000) $1 Shares 17 Est. Cost $90.59 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $513.84 Unrealized +28.0%
TXT TEXTRON INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $67.67 Unrealized +27.7%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1338.52 Unrealized -7.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $123.46 Unrealized +10.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $81.21 Unrealized +20.8%
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 450 Est. Cost $6.83 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $20.66 Unrealized +3.6%
CMA COMERICA INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $53.80 Unrealized -11.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 71 Est. Cost $13.48 Unrealized +14.4%
AEE AMEREN CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $76.15 Unrealized -12.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.81 Unrealized +4.3%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1 Shares 5 Est. Cost $185.71 Unrealized +20.1%
BALL BALL CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $49.51 Unrealized +19.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.12 Unrealized +10.6%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $76.91 Unrealized +10.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1 Shares 16 Est. Cost $55.69 Unrealized +33.1%
AES AES CORP 0.0%
Value ($000) $1 Shares 65 Est. Cost $23.57 Unrealized -35.4%
AIZ ASSURANT INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $126.11 Unrealized +34.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 127 Est. Cost $9.64 Unrealized 0.0%
DVA DAVITA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $77.66 Unrealized +54.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $28.24 Unrealized +16.8%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $129.81 Unrealized +6.1%
SHYG ISHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.88 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $1 Shares 6 Est. Cost $94.49 Unrealized +58.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 11 Est. Cost $79.27 Unrealized +4.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $81.67 Unrealized +3.0%
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.23 Unrealized +9.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 58 Est. Cost $14.52 Unrealized +12.1%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.79 Unrealized +26.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $1 Shares 80 Est. Cost $14.80 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $93.80 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.38 Unrealized +4.9%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $151.65 Unrealized +10.8%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $29.73 Unrealized +2.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $40.58 Unrealized +5.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $87.06 Unrealized +32.4%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $39.25 Unrealized +34.2%
PODD INSULET CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $171.53 Unrealized +8.7%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $206.89 Unrealized +24.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.04 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.37 Unrealized +9.4%
COO COOPER COS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $96.75 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $61.14 Unrealized -17.2%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 12 Est. Cost $46.45 Unrealized +28.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $26.14 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $78.90 Unrealized -1.9%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $14.65 Unrealized +23.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 3 Est. Cost $250.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.99 Unrealized +12.1%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $27.45 Unrealized +9.2%
RHI ROBERT HALF INC. 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.28 Unrealized +5.6%
BIO BIO RAD LABS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $313.43 Unrealized +4.9%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $152.94 Unrealized +0.5%
NEM NEWMONT CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.82 Unrealized -18.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 17 Est. Cost $32.51 Unrealized +0.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1 Shares 34 Est. Cost $14.95 Unrealized +6.9%
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $73.75 Unrealized +11.5%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $71.13 Unrealized +36.8%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 2 Est. Cost $351.41 Unrealized -8.5%
EIX EDISON INTL 0.0%
Value ($000) $1 Shares 8 Est. Cost $53.19 Unrealized +17.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 11 Est. Cost $41.30 Unrealized -2.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 17 Est. Cost $33.54 Unrealized -11.6%
APA APA CORPORATION 0.0%
Value ($000) $0 Shares 14 Est. Cost $40.05 Unrealized -26.9%
MBC MASTERBRAND INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $8.19 Unrealized +93.5%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 21 Est. Cost $27.07 Unrealized -47.4%