Forza Wealth Management, LLC Diversified Active

CIK: 0001963030 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 30, 2025

Total Value ($000): $222,481 (100.0% shares, 0.0% debt)

Holdings (177)

IAU ISHARES GOLD TR 6.0%
Value ($000) $13,442 Shares 227,991 Est. Cost $36.82 Unrealized
DFAI DIMENSIONAL ETF TRUST 3.2%
Value ($000) $7,139 Shares 228,603 Est. Cost $28.68 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 3.0%
Value ($000) $6,643 Shares 131,205 Est. Cost $50.15 Unrealized
BSV VANGUARD BD INDEX FDS 2.8%
Value ($000) $6,163 Shares 78,724 Est. Cost $76.21 Unrealized
BIL SPDR SER TR 2.7%
Value ($000) $6,070 Shares 66,173 Est. Cost $91.55 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $5,682 Shares 71,978 Est. Cost $76.48 Unrealized
VOE VANGUARD INDEX FDS 2.3%
Value ($000) $5,042 Shares 31,407 Est. Cost $135.64 Unrealized
IEF ISHARES TR 2.2%
Value ($000) $4,961 Shares 52,023 Est. Cost $96.02 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $4,612 Shares 90,700 Est. Cost $50.78 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $4,425 Shares 11,789 Est. Cost $244.96 Unrealized +65.4%
JPM JPMORGAN CHASE & CO. 2.0%
Value ($000) $4,401 Shares 17,943 Est. Cost $122.20 Unrealized +105.3%
CSCO CISCO SYS INC 1.7%
Value ($000) $3,835 Shares 62,149 Est. Cost $41.87 Unrealized +43.5%
VIG VANGUARD SPECIALIZED FUNDS 1.7%
Value ($000) $3,735 Shares 19,256 Est. Cost $151.85 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.7%
Value ($000) $3,678 Shares 61,557 Est. Cost $63.28 Unrealized
IJH ISHARES TR 1.6%
Value ($000) $3,562 Shares 61,047 Est. Cost $94.15 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $3,534 Shares 12,859 Est. Cost $253.57 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $3,450 Shares 6,168 Est. Cost $395.76 Unrealized
VTV VANGUARD INDEX FDS 1.5%
Value ($000) $3,330 Shares 19,277 Est. Cost $149.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $3,279 Shares 13,187 Est. Cost $125.01 Unrealized +91.5%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $3,227 Shares 27,137 Est. Cost $97.57 Unrealized +9.9%
DGRO ISHARES TR 1.4%
Value ($000) $3,157 Shares 51,093 Est. Cost $54.91 Unrealized
VYM VANGUARD WHITEHALL FDS 1.4%
Value ($000) $3,005 Shares 23,298 Est. Cost $108.95 Unrealized
VBR VANGUARD INDEX FDS 1.3%
Value ($000) $2,966 Shares 15,924 Est. Cost $158.79 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $2,862 Shares 12,885 Est. Cost $142.48 Unrealized +62.0%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $2,793 Shares 2,953 Est. Cost $534.39 Unrealized +81.6%
AFL AFLAC INC 1.1%
Value ($000) $2,459 Shares 22,111 Est. Cost $63.96 Unrealized +62.7%
IGIB ISHARES TR 1.1%
Value ($000) $2,415 Shares 45,975 Est. Cost $49.50 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $2,345 Shares 11,194 Est. Cost $137.43 Unrealized +37.8%
CAH CARDINAL HEALTH INC 1.0%
Value ($000) $2,180 Shares 15,825 Est. Cost $72.88 Unrealized +72.7%
LLY ELI LILLY & CO 0.9%
Value ($000) $2,091 Shares 2,532 Est. Cost $340.36 Unrealized +142.9%
EMR EMERSON ELEC CO 0.9%
Value ($000) $1,945 Shares 17,743 Est. Cost $84.99 Unrealized +39.8%
DFCF DIMENSIONAL ETF TRUST 0.9%
Value ($000) $1,912 Shares 45,450 Est. Cost $42.34 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $1,906 Shares 6,117 Est. Cost $244.09 Unrealized +17.7%
GOOGL ALPHABET INC 0.9%
Value ($000) $1,903 Shares 12,305 Est. Cost $102.93 Unrealized +75.6%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,815 Shares 10,850 Est. Cost $152.18 Unrealized -1.1%
SCHO SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,797 Shares 73,816 Est. Cost $48.24 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $1,693 Shares 16,186 Est. Cost $97.89 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,619 Shares 35,689 Est. Cost $32.28 Unrealized +22.6%
AVGO BROADCOM INC 0.7%
Value ($000) $1,604 Shares 9,580 Est. Cost $148.02 Unrealized +41.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,579 Shares 9,523 Est. Cost $156.07 Unrealized -2.3%
EEM ISHARES TR 0.7%
Value ($000) $1,563 Shares 35,775 Est. Cost $42.00 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $1,547 Shares 2,754 Est. Cost $398.85 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.6%
Value ($000) $1,381 Shares 22,690 Est. Cost $49.40 Unrealized +12.7%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,341 Shares 14,350 Est. Cost $87.47 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $1,220 Shares 12,337 Est. Cost $97.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,218 Shares 19,965 Est. Cost $64.81 Unrealized -14.4%
IEFA ISHARES TR 0.5%
Value ($000) $1,138 Shares 15,041 Est. Cost $61.64 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,135 Shares 3,633 Est. Cost $247.67 Unrealized +18.3%
MUB ISHARES TR 0.5%
Value ($000) $1,097 Shares 10,400 Est. Cost $108.41 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,079 Shares 1,969 Est. Cost $350.05 Unrealized +54.8%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,077 Shares 4,072 Est. Cost $168.98 Unrealized +45.2%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,046 Shares 3,353 Est. Cost $298.92 Unrealized +16.9%
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,040 Shares 17,500 Est. Cost $58.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,001 Shares 1,876 Est. Cost $458.41 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $991 Shares 3,634 Est. Cost $234.02 Unrealized +9.3%
SHV ISHARES TR 0.4%
Value ($000) $972 Shares 8,802 Est. Cost $109.96 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $966 Shares 10,761 Est. Cost $94.78 Unrealized -4.9%
BLK BLACKROCK INC 0.4%
Value ($000) $946 Shares 999 Est. Cost $991.05 Unrealized -2.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $941 Shares 1,766 Est. Cost $320.33 Unrealized +51.8%
T AT&T INC 0.4%
Value ($000) $926 Shares 32,744 Est. Cost $15.41 Unrealized +58.0%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $914 Shares 4,199 Est. Cost $186.74 Unrealized +1.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $911 Shares 2,040 Est. Cost $431.54 Unrealized +3.9%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $894 Shares 12,705 Est. Cost $69.14 Unrealized -0.5%
PEP PEPSICO INC 0.4%
Value ($000) $893 Shares 5,954 Est. Cost $160.79 Unrealized -10.8%
MCK MCKESSON CORP 0.4%
Value ($000) $888 Shares 1,319 Est. Cost $367.20 Unrealized +67.7%
PAYX PAYCHEX INC 0.4%
Value ($000) $885 Shares 5,736 Est. Cost $106.26 Unrealized +34.7%
LOW LOWES COS INC 0.4%
Value ($000) $866 Shares 3,714 Est. Cost $200.61 Unrealized +20.7%
NVO NOVO-NORDISK A S 0.4%
Value ($000) $859 Shares 12,366 Est. Cost $121.87 Unrealized
FNDE SCHWAB STRATEGIC TR 0.4%
Value ($000) $854 Shares 27,714 Est. Cost $24.99 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $806 Shares 3,905 Est. Cost $143.74 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $794 Shares 4,662 Est. Cost $131.14 Unrealized +25.0%
MMM 3M CO 0.4%
Value ($000) $787 Shares 5,356 Est. Cost $95.10 Unrealized +52.0%
SCHH SCHWAB STRATEGIC TR 0.4%
Value ($000) $786 Shares 36,556 Est. Cost $19.31 Unrealized
NUE NUCOR CORP 0.4%
Value ($000) $780 Shares 6,480 Est. Cost $130.61 Unrealized -2.9%
VIRT VIRTU FINL INC 0.3%
Value ($000) $735 Shares 19,279 Est. Cost $21.44 Unrealized +73.5%
GLD SPDR GOLD TR 0.3%
Value ($000) $723 Shares 2,510 Est. Cost $192.82 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $719 Shares 7,283 Est. Cost $94.60 Unrealized +12.4%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $717 Shares 11,820 Est. Cost $50.29 Unrealized
CYBERARK SOFTWARE LTD 0.3%
Value ($000) $715 Shares 2,115 Est. Cost $129.65 Unrealized
NTAP NETAPP INC 0.3%
Value ($000) $704 Shares 8,016 Est. Cost $69.76 Unrealized +55.3%
GIS GENERAL MLS INC 0.3%
Value ($000) $686 Shares 11,468 Est. Cost $71.67 Unrealized -19.1%
BAC BANK AMERICA CORP 0.3%
Value ($000) $679 Shares 16,261 Est. Cost $29.58 Unrealized +47.5%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $672 Shares 2,902 Est. Cost $151.96 Unrealized +43.7%
FDX FEDEX CORP 0.3%
Value ($000) $663 Shares 2,718 Est. Cost $164.22 Unrealized +54.4%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $649 Shares 17,579 Est. Cost $31.87 Unrealized +9.9%
SPAB SPDR SER TR 0.3%
Value ($000) $642 Shares 25,150 Est. Cost $25.28 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $631 Shares 5,647 Est. Cost $86.06 Unrealized +26.6%
ABT ABBOTT LABS 0.3%
Value ($000) $620 Shares 4,674 Est. Cost $98.97 Unrealized +26.8%
SPIB SPDR SER TR 0.3%
Value ($000) $615 Shares 18,510 Est. Cost $31.83 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $607 Shares 4,112 Est. Cost $138.91 Unrealized -7.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $606 Shares 2,500 Est. Cost $136.43 Unrealized +70.0%
ENB ENBRIDGE INC 0.3%
Value ($000) $601 Shares 13,564 Est. Cost $31.91 Unrealized +29.7%
NVS NOVARTIS AG 0.3%
Value ($000) $596 Shares 5,349 Est. Cost $91.29 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $591 Shares 4,855 Est. Cost $75.68 Unrealized +58.7%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $589 Shares 11,435 Est. Cost $48.61 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $584 Shares 4,174 Est. Cost $88.13 Unrealized +83.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $582 Shares 3,790 Est. Cost $114.74 Unrealized +39.2%
GPC GENUINE PARTS CO 0.3%
Value ($000) $581 Shares 4,877 Est. Cost $150.45 Unrealized -22.3%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $579 Shares 2,500 Est. Cost $150.99 Unrealized +49.1%
CVS CVS HEALTH CORP 0.3%
Value ($000) $578 Shares 8,524 Est. Cost $80.01 Unrealized -27.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $575 Shares 5,129 Est. Cost $71.38 Unrealized +40.8%
GOOG ALPHABET INC 0.2%
Value ($000) $550 Shares 3,519 Est. Cost $105.99 Unrealized +72.2%
XYL XYLEM INC 0.2%
Value ($000) $548 Shares 4,586 Est. Cost $100.99 Unrealized +21.4%
IWM ISHARES TR 0.2%
Value ($000) $545 Shares 2,732 Est. Cost $190.25 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $532 Shares 3,234 Est. Cost $159.10 Unrealized +3.4%
PPL PPL CORP 0.2%
Value ($000) $528 Shares 14,616 Est. Cost $24.79 Unrealized +32.8%
SNY SANOFI 0.2%
Value ($000) $512 Shares 9,235 Est. Cost $52.03 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $507 Shares 3,827 Est. Cost $91.20 Unrealized +36.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $501 Shares 2,631 Est. Cost $110.39 Unrealized +96.6%
GE GE AEROSPACE 0.2%
Value ($000) $479 Shares 2,395 Est. Cost $54.15 Unrealized +261.5%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $476 Shares 5,916 Est. Cost $89.27 Unrealized +0.5%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value ($000) $466 Shares 2,286 Est. Cost $215.29 Unrealized -13.6%
KNF KNIFE RIVER CORP 0.2%
Value ($000) $462 Shares 5,116 Est. Cost $44.43 Unrealized +119.2%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $461 Shares 9,074 Est. Cost $41.97 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $456 Shares 7,151 Est. Cost $56.65 Unrealized +0.4%
HD HOME DEPOT INC 0.2%
Value ($000) $454 Shares 1,240 Est. Cost $284.18 Unrealized +34.0%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $453 Shares 5,542 Est. Cost $75.98 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $452 Shares 1,915 Est. Cost $190.19 Unrealized +23.9%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $442 Shares 3,346 Est. Cost $115.34 Unrealized +12.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $439 Shares 4,478 Est. Cost $87.55 Unrealized +15.3%
SJM SMUCKER J M CO 0.2%
Value ($000) $438 Shares 3,700 Est. Cost $133.49 Unrealized -21.8%
GUNR FLEXSHARES TR 0.2%
Value ($000) $436 Shares 11,238 Est. Cost $43.47 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $427 Shares 881 Est. Cost $313.60 Unrealized +48.6%
EFA ISHARES TR 0.2%
Value ($000) $409 Shares 5,000 Est. Cost $65.64 Unrealized
V VISA INC 0.2%
Value ($000) $408 Shares 1,164 Est. Cost $225.55 Unrealized +49.1%
TGT TARGET CORP 0.2%
Value ($000) $404 Shares 3,873 Est. Cost $133.04 Unrealized -9.6%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $404 Shares 1,931 Est. Cost $210.79 Unrealized -2.3%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $400 Shares 2,020 Est. Cost $116.36 Unrealized +79.1%
USB US BANCORP DEL 0.2%
Value ($000) $396 Shares 9,390 Est. Cost $36.71 Unrealized +20.4%
GEN GEN DIGITAL INC 0.2%
Value ($000) $389 Shares 14,664 Est. Cost $26.61 Unrealized +1.4%
WMT WALMART INC 0.2%
Value ($000) $386 Shares 4,397 Est. Cost $55.34 Unrealized +68.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $385 Shares 1,444 Est. Cost $139.85 Unrealized +73.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $381 Shares 1,416 Est. Cost $142.37 Unrealized +105.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $373 Shares 4,154 Est. Cost $79.53 Unrealized +9.9%
GM GENERAL MTRS CO 0.2%
Value ($000) $356 Shares 7,560 Est. Cost $36.43 Unrealized +34.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $355 Shares 7,847 Est. Cost $38.98 Unrealized
BG BUNGE GLOBAL SA 0.2%
Value ($000) $355 Shares 4,640 Est. Cost $98.11 Unrealized -25.9%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $347 Shares 2,392 Est. Cost $103.61 Unrealized +60.8%
MDU MDU RES GROUP INC 0.2%
Value ($000) $346 Shares 20,485 Est. Cost $10.32 Unrealized +62.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $343 Shares 3,269 Est. Cost $99.56 Unrealized -2.8%
TDTT FLEXSHARES TR 0.2%
Value ($000) $341 Shares 14,000 Est. Cost $23.52 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $340 Shares 4,002 Est. Cost $58.30 Unrealized +59.2%
TW TRADEWEB MKTS INC 0.2%
Value ($000) $337 Shares 2,268 Est. Cost $89.28 Unrealized +48.9%
PFE PFIZER INC 0.1%
Value ($000) $332 Shares 13,102 Est. Cost $38.22 Unrealized -35.3%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $330 Shares 3,643 Est. Cost $82.58 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $329 Shares 885 Est. Cost $228.21 Unrealized +65.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $307 Shares 600 Est. Cost $442.02 Unrealized +6.3%
INTC INTEL CORP 0.1%
Value ($000) $298 Shares 13,115 Est. Cost $26.57 Unrealized -17.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $295 Shares 4,522 Est. Cost $67.86 Unrealized +14.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $293 Shares 560 Est. Cost $476.38 Unrealized +4.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $293 Shares 1,385 Est. Cost $179.25 Unrealized +10.7%
CRM SALESFORCE INC 0.1%
Value ($000) $290 Shares 1,082 Est. Cost $234.12 Unrealized +32.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $281 Shares 600 Est. Cost $320.93 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $279 Shares 11,613 Est. Cost $14.10 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $276 Shares 2,235 Est. Cost $127.57 Unrealized -6.5%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $275 Shares 7,545 Est. Cost $30.08 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $268 Shares 1,689 Est. Cost $109.82 Unrealized +24.7%
ETN EATON CORP PLC 0.1%
Value ($000) $267 Shares 984 Est. Cost $275.02 Unrealized +12.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $266 Shares 6,374 Est. Cost $42.45 Unrealized -6.0%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $260 Shares 9,768 Est. Cost $39.39 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $254 Shares 4,238 Est. Cost $45.53 Unrealized +12.1%
IHI ISHARES TR 0.1%
Value ($000) $253 Shares 4,200 Est. Cost $53.98 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $249 Shares 580 Est. Cost $364.57 Unrealized +33.3%
ADBE ADOBE INC 0.1%
Value ($000) $248 Shares 647 Est. Cost $353.32 Unrealized +21.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $227 Shares 3,164 Est. Cost $66.67 Unrealized +10.5%
META META PLATFORMS INC 0.1%
Value ($000) $226 Shares 392 Est. Cost $515.45 Unrealized +24.8%
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $224 Shares 750 Est. Cost $247.98 Unrealized +16.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $220 Shares 11,126 Est. Cost $27.73 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $214 Shares 1,691 Est. Cost $172.73 Unrealized -16.9%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $213 Shares 2,159 Est. Cost $99.01 Unrealized +4.5%
SPYV SPDR SER TR 0.1%
Value ($000) $213 Shares 4,165 Est. Cost $50.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $203 Shares 407 Est. Cost $589.13 Unrealized -8.4%
KO COCA COLA CO 0.1%
Value ($000) $200 Shares 2,798 Est. Cost $64.97 Unrealized 0.0%
VTRS VIATRIS INC 0.1%
Value ($000) $188 Shares 21,577 Est. Cost $9.05 Unrealized +10.7%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $151 Shares 13,555 Est. Cost $36.86 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $120 Shares 20,850 Est. Cost $6.30 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $78 Shares 12,625 Est. Cost $11.89 Unrealized -36.0%