Compass Wealth Management LLC Diversified Active

CIK: 0001965653 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $314,656 (100.0% shares, 0.0% debt)

Holdings (414)

RSP INVESCO EXCHANGE TRADED FD T 4.1%
Value ($000) $12,946 Shares 89,514 Est. Cost $141.25 Unrealized
AVGO BROADCOM INC 3.3%
Value ($000) $10,527 Shares 16,409 Est. Cost $47.61 Unrealized +21.0%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $7,118 Shares 54,627 Est. Cost $117.65 Unrealized +8.9%
CVS CVS HEALTH CORP 2.1%
Value ($000) $6,665 Shares 89,693 Est. Cost $85.94 Unrealized -12.5%
AEIS ADVANCED ENERGY INDS 2.1%
Value ($000) $6,644 Shares 67,797 Est. Cost $83.03 Unrealized +12.3%
AMAT APPLIED MATLS INC 2.0%
Value ($000) $6,361 Shares 51,791 Est. Cost $93.28 Unrealized +20.0%
STZ CONSTELLATION BRANDS INC 2.0%
Value ($000) $6,302 Shares 27,896 Est. Cost $226.15 Unrealized -6.7%
CVX CHEVRON CORP NEW 1.9%
Value ($000) $5,898 Shares 36,149 Est. Cost $153.23 Unrealized -3.1%
COTY COTY INC 1.7%
Value ($000) $5,388 Shares 446,775 Est. Cost $7.34 Unrealized +44.2%
BUD ANHEUSER BUSCH INBEV SA/NV 1.7%
Value ($000) $5,369 Shares 80,453 Est. Cost $60.29 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $4,992 Shares 48,125 Est. Cost $94.32 Unrealized +1.0%
FISV FISERV INC 1.5%
Value ($000) $4,774 Shares 42,239 Est. Cost $99.87 Unrealized +10.1%
HCA HCA HEALTHCARE INC 1.5%
Value ($000) $4,688 Shares 17,778 Est. Cost $218.18 Unrealized +13.7%
RTX RAYTHEON TECHNOLOGIES CORP 1.5%
Value ($000) $4,674 Shares 47,731 Est. Cost $87.65 Unrealized +5.3%
GOOG ALPHABET INC 1.5%
Value ($000) $4,641 Shares 44,621 Est. Cost $94.73 Unrealized +1.2%
PEP PEPSICO INC 1.5%
Value ($000) $4,592 Shares 25,187 Est. Cost $160.89 Unrealized -1.4%
GLW CORNING INC 1.4%
Value ($000) $4,525 Shares 128,247 Est. Cost $29.73 Unrealized +8.0%
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $4,498 Shares 15,660 Est. Cost $259.78 Unrealized +4.0%
DHR DANAHER CORPORATION 1.4%
Value ($000) $4,349 Shares 17,257 Est. Cost $227.89 Unrealized -1.7%
CANADIAN PAC RY LTD 1.4%
Value ($000) $4,307 Shares 55,982 Est. Cost $74.59 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $4,303 Shares 82,317 Est. Cost $41.47 Unrealized +8.2%
TJX TJX COS INC NEW 1.3%
Value ($000) $4,181 Shares 53,360 Est. Cost $70.72 Unrealized +7.0%
DBX DROPBOX INC 1.3%
Value ($000) $4,129 Shares 190,990 Est. Cost $22.00 Unrealized -0.3%
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $4,050 Shares 19,822 Est. Cost $186.71 Unrealized +1.5%
BX BLACKSTONE INC 1.3%
Value ($000) $4,050 Shares 46,101 Est. Cost $78.64 Unrealized +3.2%
MDT MEDTRONIC PLC 1.3%
Value ($000) $4,030 Shares 49,993 Est. Cost $73.67 Unrealized +1.1%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $3,839 Shares 9,961 Est. Cost $319.83 Unrealized +11.1%
NUE NUCOR CORP 1.2%
Value ($000) $3,838 Shares 24,847 Est. Cost $129.61 Unrealized +17.5%
ABBV ABBVIE INC 1.2%
Value ($000) $3,828 Shares 24,018 Est. Cost $137.22 Unrealized +0.7%
NKE NIKE INC 1.2%
Value ($000) $3,756 Shares 30,623 Est. Cost $95.30 Unrealized +22.4%
FDX FEDEX CORP 1.2%
Value ($000) $3,699 Shares 16,189 Est. Cost $155.01 Unrealized +23.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $3,493 Shares 12,117 Est. Cost $234.71 Unrealized +6.3%
MAR MARRIOTT INTL INC NEW 1.1%
Value ($000) $3,449 Shares 20,770 Est. Cost $149.19 Unrealized +8.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $3,363 Shares 36,150 Est. Cost $74.49 Unrealized
WMB WILLIAMS COS INC 1.0%
Value ($000) $3,260 Shares 109,168 Est. Cost $28.04 Unrealized -3.2%
BLACKROCK INC 1.0%
Value ($000) $3,119 Shares 4,661 Est. Cost $708.63 Unrealized
ABT ABBOTT LABS 1.0%
Value ($000) $3,069 Shares 30,307 Est. Cost $97.62 Unrealized +2.4%
LLY LILLY ELI & CO 1.0%
Value ($000) $3,031 Shares 8,825 Est. Cost $345.79 Unrealized -4.6%
PNR PENTAIR PLC 1.0%
Value ($000) $3,011 Shares 54,475 Est. Cost $41.96 Unrealized +22.4%
SCHW SCHWAB CHARLES CORP 0.9%
Value ($000) $2,858 Shares 54,562 Est. Cost $74.21 Unrealized -5.4%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,571 Shares 15,584 Est. Cost $142.71 Unrealized +12.1%
INTU INTUIT 0.8%
Value ($000) $2,530 Shares 5,674 Est. Cost $388.88 Unrealized +3.7%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $2,526 Shares 15,482 Est. Cost $153.18 Unrealized -4.4%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $2,512 Shares 34,995 Est. Cost $25.00 Unrealized +14.7%
LUV SOUTHWEST AIRLS CO 0.8%
Value ($000) $2,482 Shares 76,290 Est. Cost $33.54 Unrealized -5.1%
CCI CROWN CASTLE INC 0.7%
Value ($000) $2,150 Shares 16,067 Est. Cost $113.77 Unrealized +3.3%
TRV TRAVELERS COMPANIES INC 0.7%
Value ($000) $2,094 Shares 12,216 Est. Cost $169.33 Unrealized +1.6%
V VISA INC 0.7%
Value ($000) $2,088 Shares 9,263 Est. Cost $196.98 Unrealized +10.6%
MOG/A MOOG INC 0.6%
Value ($000) $2,027 Shares 20,118 Est. Cost $81.66 Unrealized +15.5%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,989 Shares 4,859 Est. Cost $382.43 Unrealized
CFG CITIZENS FINL GROUP INC 0.6%
Value ($000) $1,984 Shares 65,328 Est. Cost $33.92 Unrealized +1.3%
EOG EOG RES INC 0.6%
Value ($000) $1,978 Shares 17,258 Est. Cost $117.02 Unrealized -6.6%
IJR ISHARES TR 0.6%
Value ($000) $1,965 Shares 20,317 Est. Cost $94.64 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.6%
Value ($000) $1,958 Shares 114,178 Est. Cost $17.82 Unrealized +2.2%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,945 Shares 51,298 Est. Cost $30.06 Unrealized +15.2%
WBD WARNER BROS DISCOVERY INC 0.6%
Value ($000) $1,916 Shares 126,910 Est. Cost $11.42 Unrealized +24.7%
AAPL APPLE INC 0.6%
Value ($000) $1,881 Shares 11,406 Est. Cost $140.70 Unrealized +3.4%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $1,880 Shares 107,358 Est. Cost $15.18 Unrealized +0.4%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,856 Shares 21,300 Est. Cost $84.53 Unrealized -2.3%
RIO RIO TINTO PLC 0.6%
Value ($000) $1,850 Shares 26,972 Est. Cost $71.20 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.6%
Value ($000) $1,790 Shares 25,664 Est. Cost $43.38 Unrealized +45.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $1,736 Shares 3,788 Est. Cost $442.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,734 Shares 25,020 Est. Cost $65.23 Unrealized -5.7%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,719 Shares 8,996 Est. Cost $178.76 Unrealized -1.2%
NVS NOVARTIS AG 0.5%
Value ($000) $1,688 Shares 18,350 Est. Cost $90.72 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,635 Shares 4,500 Est. Cost $323.40 Unrealized +10.5%
C CITIGROUP INC 0.5%
Value ($000) $1,592 Shares 33,950 Est. Cost $41.53 Unrealized +6.6%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,522 Shares 37,192 Est. Cost $34.39 Unrealized +16.3%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,514 Shares 10,181 Est. Cost $129.79 Unrealized +2.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,489 Shares 2,997 Est. Cost $468.77 Unrealized +0.5%
CME CME GROUP INC 0.5%
Value ($000) $1,487 Shares 7,765 Est. Cost $150.96 Unrealized +7.3%
VMWARE INC 0.5%
Value ($000) $1,481 Shares 11,860 Est. Cost $122.76 Unrealized
WY WEYERHAEUSER CO MTN BE 0.4%
Value ($000) $1,329 Shares 44,098 Est. Cost $27.57 Unrealized +3.7%
WMT WALMART INC 0.4%
Value ($000) $1,278 Shares 8,669 Est. Cost $45.66 Unrealized +0.3%
HXL HEXCEL CORP NEW 0.4%
Value ($000) $1,233 Shares 18,067 Est. Cost $57.27 Unrealized +18.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $1,231 Shares 14,699 Est. Cost $63.88 Unrealized +16.3%
SPIRIT AEROSYSTEMS HLDGS INC 0.4%
Value ($000) $1,225 Shares 35,485 Est. Cost $32.83 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $1,192 Shares 7,196 Est. Cost $140.92 Unrealized +5.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.4%
Value ($000) $1,187 Shares 9,952 Est. Cost $108.85 Unrealized +2.5%
SPYM SPDR SER TR 0.4%
Value ($000) $1,184 Shares 24,585 Est. Cost $45.40 Unrealized
DEO DIAGEO PLC 0.4%
Value ($000) $1,109 Shares 6,120 Est. Cost $178.19 Unrealized
REYN REYNOLDS CONSUMER PRODS INC 0.3%
Value ($000) $1,088 Shares 39,574 Est. Cost $26.63 Unrealized -4.9%
TSN TYSON FOODS INC 0.3%
Value ($000) $1,082 Shares 18,232 Est. Cost $58.31 Unrealized -4.9%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,072 Shares 8,433 Est. Cost $139.19 Unrealized -3.3%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,051 Shares 5,331 Est. Cost $147.75 Unrealized +15.4%
AZO AUTOZONE INC 0.3%
Value ($000) $1,042 Shares 424 Est. Cost $2416.82 Unrealized +0.9%
HANESBRANDS INC 0.3%
Value ($000) $1,019 Shares 193,799 Est. Cost $6.36 Unrealized
NTRS NORTHERN TR CORP 0.3%
Value ($000) $998 Shares 11,328 Est. Cost $78.90 Unrealized +6.7%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $989 Shares 5,099 Est. Cost $150.61 Unrealized +5.0%
JAZZ JAZZ PHARMACEUTICALS PLC 0.3%
Value ($000) $978 Shares 6,685 Est. Cost $146.56 Unrealized +0.9%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $965 Shares 8,180 Est. Cost $81.21 Unrealized +24.4%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $939 Shares 11,120 Est. Cost $70.16 Unrealized +12.5%
CWI SPDR INDEX SHS FDS 0.3%
Value ($000) $865 Shares 33,627 Est. Cost $24.19 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $821 Shares 18,689 Est. Cost $42.61 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $815 Shares 21,570 Est. Cost $37.03 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $808 Shares 3,266 Est. Cost $223.22 Unrealized +4.0%
CB CHUBB LIMITED 0.3%
Value ($000) $802 Shares 4,132 Est. Cost $199.93 Unrealized +1.4%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $798 Shares 1,385 Est. Cost $524.96 Unrealized +6.4%
RVTY PERKINELMER INC 0.3%
Value ($000) $788 Shares 5,913 Est. Cost $133.52 Unrealized -2.1%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $762 Shares 1,658 Est. Cost $484.45 Unrealized -6.0%
MRK MERCK & CO INC 0.2%
Value ($000) $759 Shares 7,130 Est. Cost $92.80 Unrealized +6.3%
KMX CARMAX INC 0.2%
Value ($000) $720 Shares 11,200 Est. Cost $66.09 Unrealized +1.3%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $706 Shares 15,436 Est. Cost $38.88 Unrealized +10.9%
SYY SYSCO CORP 0.2%
Value ($000) $665 Shares 8,607 Est. Cost $73.92 Unrealized -4.4%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $652 Shares 1,959 Est. Cost $331.33 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $618 Shares 8,139 Est. Cost $79.85 Unrealized -3.8%
ABNB AIRBNB INC 0.2%
Value ($000) $610 Shares 4,901 Est. Cost $114.18 Unrealized +0.0%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $596 Shares 2,741 Est. Cost $148.17 Unrealized +23.2%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $587 Shares 4,374 Est. Cost $112.73 Unrealized +3.1%
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $582 Shares 3,125 Est. Cost $174.26 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $560 Shares 11,060 Est. Cost $59.35 Unrealized -14.8%
WRB BERKLEY W R CORP 0.2%
Value ($000) $553 Shares 8,889 Est. Cost $44.51 Unrealized -6.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $524 Shares 3,379 Est. Cost $157.06 Unrealized -5.8%
MOS MOSAIC CO NEW 0.2%
Value ($000) $518 Shares 11,300 Est. Cost $44.52 Unrealized 0.0%
IWF ISHARES TR 0.2%
Value ($000) $473 Shares 1,936 Est. Cost $220.71 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $472 Shares 3,125 Est. Cost $124.44 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $472 Shares 2,056 Est. Cost $235.48 Unrealized
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $444 Shares 3,025 Est. Cost $28.91 Unrealized -0.1%
LEA LEAR CORP 0.1%
Value ($000) $428 Shares 3,065 Est. Cost $121.88 Unrealized +4.9%
HPQ HP INC 0.1%
Value ($000) $426 Shares 14,500 Est. Cost $24.56 Unrealized +4.7%
TE CONNECTIVITY LTD 0.1%
Value ($000) $392 Shares 2,987 Est. Cost $114.80 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $378 Shares 6,295 Est. Cost $45.99 Unrealized +25.4%
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $373 Shares 10,747 Est. Cost $26.68 Unrealized +16.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $372 Shares 1,998 Est. Cost $151.91 Unrealized +6.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $355 Shares 751 Est. Cost $426.55 Unrealized +1.6%
BARNES GROUP INC 0.1%
Value ($000) $349 Shares 8,671 Est. Cost $40.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $333 Shares 1,079 Est. Cost $296.98 Unrealized +3.8%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $329 Shares 7,350 Est. Cost $37.02 Unrealized +20.1%
KR KROGER CO 0.1%
Value ($000) $328 Shares 6,645 Est. Cost $42.86 Unrealized +0.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $326 Shares 2,338 Est. Cost $114.07 Unrealized +7.8%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $321 Shares 1,637 Est. Cost $211.01 Unrealized -9.0%
LOW LOWES COS INC 0.1%
Value ($000) $320 Shares 1,600 Est. Cost $188.18 Unrealized +2.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $312 Shares 3,020 Est. Cost $98.78 Unrealized -2.2%
T AT&T INC 0.1%
Value ($000) $305 Shares 15,836 Est. Cost $15.11 Unrealized +8.3%
HUM HUMANA INC 0.1%
Value ($000) $298 Shares 613 Est. Cost $507.93 Unrealized -5.8%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $292 Shares 4,640 Est. Cost $55.12 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $288 Shares 1,897 Est. Cost $127.77 Unrealized +10.9%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $283 Shares 3,700 Est. Cost $75.54 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $279 Shares 766 Est. Cost $328.87 Unrealized -4.7%
HD HOME DEPOT INC 0.1%
Value ($000) $269 Shares 910 Est. Cost $281.26 Unrealized +1.2%
BHP BHP GROUP LTD 0.1%
Value ($000) $265 Shares 4,185 Est. Cost $62.05 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $259 Shares 5,275 Est. Cost $46.08 Unrealized +7.2%
BA BOEING CO 0.1%
Value ($000) $258 Shares 1,214 Est. Cost $163.57 Unrealized +27.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $258 Shares 3,233 Est. Cost $83.64 Unrealized -11.1%
ORCL ORACLE CORP 0.1%
Value ($000) $246 Shares 2,648 Est. Cost $73.20 Unrealized +15.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $241 Shares 3,213 Est. Cost $69.73 Unrealized -0.2%
IVV ISHARES TR 0.1%
Value ($000) $234 Shares 570 Est. Cost $384.21 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $232 Shares 1,753 Est. Cost $114.06 Unrealized +6.7%
SHOP SHOPIFY INC 0.1%
Value ($000) $227 Shares 4,740 Est. Cost $35.02 Unrealized +25.6%
PARAMOUNT GLOBAL 0.1%
Value ($000) $225 Shares 10,096 Est. Cost $16.88 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $225 Shares 653 Est. Cost $321.12 Unrealized +7.0%
MMM 3M CO 0.1%
Value ($000) $223 Shares 2,117 Est. Cost $90.68 Unrealized -6.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $219 Shares 683 Est. Cost $266.28 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $203 Shares 1,953 Est. Cost $87.55 Unrealized +10.9%
AMGN AMGEN INC 0.1%
Value ($000) $199 Shares 824 Est. Cost $242.73 Unrealized -7.7%
ETN EATON CORP PLC 0.1%
Value ($000) $187 Shares 1,094 Est. Cost $147.72 Unrealized +8.4%
CMI CUMMINS INC 0.1%
Value ($000) $179 Shares 750 Est. Cost $220.78 Unrealized +3.2%
UNILEVER PLC 0.1%
Value ($000) $168 Shares 3,229 Est. Cost $50.35 Unrealized
BLACK KNIGHT INC 0.1%
Value ($000) $167 Shares 2,900 Est. Cost $61.46 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $165 Shares 350 Est. Cost $498.19 Unrealized -8.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $165 Shares 1,505 Est. Cost $96.28 Unrealized +4.1%
TFI SPDR SER TR 0.1%
Value ($000) $160 Shares 3,411 Est. Cost $46.82 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $157 Shares 2,350 Est. Cost $66.85 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $155 Shares 1,531 Est. Cost $91.37 Unrealized +0.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $145 Shares 1,452 Est. Cost $93.45 Unrealized +5.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $144 Shares 1,449 Est. Cost $109.40 Unrealized -9.1%
SPTM SPDR SER TR 0.0%
Value ($000) $139 Shares 2,753 Est. Cost $47.29 Unrealized
DE DEERE & CO 0.0%
Value ($000) $137 Shares 333 Est. Cost $388.70 Unrealized +2.2%
CDW CDW CORP 0.0%
Value ($000) $137 Shares 704 Est. Cost $168.86 Unrealized +12.1%
FTV FORTIVE CORP 0.0%
Value ($000) $135 Shares 1,979 Est. Cost $47.79 Unrealized +4.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $131 Shares 293 Est. Cost $389.46 Unrealized +8.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $130 Shares 1,759 Est. Cost $73.83 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $130 Shares 615 Est. Cost $203.81 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $129 Shares 700 Est. Cost $159.34 Unrealized +10.4%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $119 Shares 2,613 Est. Cost $39.25 Unrealized +14.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $115 Shares 1,000 Est. Cost $106.57 Unrealized -2.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $113 Shares 1,470 Est. Cost $73.82 Unrealized -4.3%
IWD ISHARES TR 0.0%
Value ($000) $113 Shares 741 Est. Cost $152.26 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $106 Shares 1,212 Est. Cost $76.80 Unrealized +10.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $106 Shares 785 Est. Cost $106.44 Unrealized +10.5%
TIP ISHARES TR 0.0%
Value ($000) $105 Shares 950 Est. Cost $106.44 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $103 Shares 3,638 Est. Cost $35.81 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $102 Shares 300 Est. Cost $139.59 Unrealized +18.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $101 Shares 3,150 Est. Cost $34.20 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $101 Shares 300 Est. Cost $275.48 Unrealized +16.2%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $100 Shares 2,850 Est. Cost $40.53 Unrealized -3.2%
DVY ISHARES TR 0.0%
Value ($000) $99 Shares 845 Est. Cost $120.60 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $97 Shares 1,600 Est. Cost $53.81 Unrealized +7.3%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $96 Shares 3,025 Est. Cost $30.12 Unrealized +9.6%
PFE PFIZER INC 0.0%
Value ($000) $95 Shares 2,323 Est. Cost $40.19 Unrealized -9.1%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $93 Shares 825 Est. Cost $101.69 Unrealized +4.1%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $91 Shares 490 Est. Cost $149.35 Unrealized +12.9%
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $91 Shares 6,950 Est. Cost $10.42 Unrealized +22.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $88 Shares 2,397 Est. Cost $35.76 Unrealized +2.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $72.93 Unrealized -1.3%
HUBB HUBBELL INC 0.0%
Value ($000) $85 Shares 350 Est. Cost $229.44 Unrealized +0.2%
DOW DOW INC 0.0%
Value ($000) $85 Shares 1,548 Est. Cost $40.52 Unrealized +16.7%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $84 Shares 1,255 Est. Cost $61.45 Unrealized +6.1%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $83 Shares 767 Est. Cost $113.16 Unrealized +2.2%
IYF ISHARES TR 0.0%
Value ($000) $82 Shares 1,150 Est. Cost $75.47 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $80 Shares 1,976 Est. Cost $49.63 Unrealized -20.6%
MTB M & T BK CORP 0.0%
Value ($000) $80 Shares 666 Est. Cost $147.80 Unrealized -11.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $77 Shares 600 Est. Cost $108.85 Unrealized +6.9%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $41.65 Unrealized +16.1%
LAM RESEARCH CORP 0.0%
Value ($000) $75 Shares 141 Est. Cost $420.30 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $75 Shares 824 Est. Cost $84.80 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $74 Shares 2,570 Est. Cost $31.71 Unrealized -3.6%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $73 Shares 364 Est. Cost $218.37 Unrealized +3.8%
FTNT FORTINET INC 0.0%
Value ($000) $73 Shares 1,095 Est. Cost $52.11 Unrealized +9.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $71 Shares 350 Est. Cost $191.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $71 Shares 542 Est. Cost $122.21 Unrealized -1.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $70 Shares 246 Est. Cost $263.73 Unrealized -0.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $67 Shares 262 Est. Cost $298.87 Unrealized -7.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $66 Shares 361 Est. Cost $169.64 Unrealized
DECIPHERA PHARMACEUTICALS IN 0.0%
Value ($000) $66 Shares 4,250 Est. Cost $16.39 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $66 Shares 530 Est. Cost $125.11 Unrealized
POOL POOL CORP 0.0%
Value ($000) $64 Shares 187 Est. Cost $303.50 Unrealized +12.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $62 Shares 754 Est. Cost $86.71 Unrealized -4.7%
IXN ISHARES TR 0.0%
Value ($000) $62 Shares 1,146 Est. Cost $44.83 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $62 Shares 1,650 Est. Cost $37.92 Unrealized -0.8%
CTVA CORTEVA INC 0.0%
Value ($000) $62 Shares 1,030 Est. Cost $61.14 Unrealized -3.3%
PRI PRIMERICA INC 0.0%
Value ($000) $61 Shares 356 Est. Cost $139.31 Unrealized +17.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $61 Shares 430 Est. Cost $135.28 Unrealized -0.1%
CTAS CINTAS CORP 0.0%
Value ($000) $60 Shares 130 Est. Cost $105.21 Unrealized +2.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $59 Shares 267 Est. Cost $228.99 Unrealized -7.7%
SKECHERS U S A INC 0.0%
Value ($000) $58 Shares 1,225 Est. Cost $41.95 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $58 Shares 553 Est. Cost $95.52 Unrealized +5.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $57 Shares 146 Est. Cost $246.25 Unrealized +37.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $56 Shares 83 Est. Cost $546.40 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $56 Shares 275 Est. Cost $178.71 Unrealized +14.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $56 Shares 2,150 Est. Cost $24.12 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $55 Shares 803 Est. Cost $53.09 Unrealized +17.7%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $54 Shares 348 Est. Cost $122.94 Unrealized +12.0%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $53 Shares 600 Est. Cost $80.96 Unrealized +3.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $53 Shares 548 Est. Cost $93.83 Unrealized +10.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $53 Shares 946 Est. Cost $53.65 Unrealized -5.7%
SO SOUTHERN CO 0.0%
Value ($000) $52 Shares 750 Est. Cost $59.62 Unrealized +1.8%
USMV ISHARES TR 0.0%
Value ($000) $51 Shares 700 Est. Cost $72.10 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $50 Shares 196 Est. Cost $212.11 Unrealized +2.4%
GGG GRACO INC 0.0%
Value ($000) $50 Shares 679 Est. Cost $63.99 Unrealized +4.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $49 Shares 200 Est. Cost $197.50 Unrealized +10.2%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $48 Shares 725 Est. Cost $70.11 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $47 Shares 1,350 Est. Cost $39.98 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $47 Shares 169 Est. Cost $245.25 Unrealized +2.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $47 Shares 600 Est. Cost $87.06 Unrealized -7.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $46 Shares 1,200 Est. Cost $32.51 Unrealized +5.2%
HDV ISHARES TR 0.0%
Value ($000) $45 Shares 444 Est. Cost $104.24 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $44 Shares 693 Est. Cost $50.83 Unrealized +18.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $44 Shares 275 Est. Cost $127.85 Unrealized +6.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $43 Shares 1,250 Est. Cost $37.36 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $43 Shares 1,250 Est. Cost $32.84 Unrealized
KEY KEYCORP 0.0%
Value ($000) $43 Shares 3,425 Est. Cost $14.79 Unrealized -2.9%
MGA MAGNA INTL INC 0.0%
Value ($000) $43 Shares 800 Est. Cost $50.03 Unrealized +3.7%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $43 Shares 103 Est. Cost $412.86 Unrealized -2.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $43 Shares 130 Est. Cost $321.54 Unrealized +0.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $42 Shares 338 Est. Cost $100.19 Unrealized +11.7%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $42 Shares 500 Est. Cost $71.13 Unrealized +7.6%
KELLOGG CO 0.0%
Value ($000) $42 Shares 625 Est. Cost $60.91 Unrealized -6.1%
AN AUTONATION INC 0.0%
Value ($000) $40 Shares 300 Est. Cost $110.58 Unrealized +16.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $40 Shares 144 Est. Cost $14.65 Unrealized +47.6%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $39 Shares 5,420 Est. Cost $7.31 Unrealized +8.1%
IJH ISHARES TR 0.0%
Value ($000) $39 Shares 157 Est. Cost $241.89 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $39 Shares 345 Est. Cost $93.48 Unrealized +9.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $39 Shares 400 Est. Cost $84.81 Unrealized +4.0%
KXI ISHARES TR 0.0%
Value ($000) $38 Shares 620 Est. Cost $59.64 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $38 Shares 400 Est. Cost $87.66 Unrealized +8.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $38 Shares 45 Est. Cost $53.77 Unrealized +1.9%
CYH COMMUNITY HEALTH SYS INC NEW 0.0%
Value ($000) $38 Shares 7,729 Est. Cost $3.08 Unrealized +71.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $38 Shares 165 Est. Cost $206.59 Unrealized +11.6%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $36 Shares 6,400 Est. Cost $6.99 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $36 Shares 930 Est. Cost $31.42 Unrealized +13.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 260 Est. Cost $140.37 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $36 Shares 617 Est. Cost $50.89 Unrealized +10.5%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $36 Shares 888 Est. Cost $39.91 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $35 Shares 350 Est. Cost $97.83 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $34 Shares 148 Est. Cost $228.45 Unrealized +0.8%
ABBNY ABB LTD 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $30.46 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $34 Shares 414 Est. Cost $77.07 Unrealized +2.0%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $34 Shares 300 Est. Cost $91.01 Unrealized +6.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $34 Shares 345 Est. Cost $66.01 Unrealized +23.3%
TLT ISHARES TR 0.0%
Value ($000) $34 Shares 315 Est. Cost $106.37 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $33 Shares 200 Est. Cost $159.11 Unrealized -2.6%
USB US BANCORP DEL 0.0%
Value ($000) $32 Shares 900 Est. Cost $36.71 Unrealized +5.2%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $32 Shares 140 Est. Cost $205.40 Unrealized
RLI RLI CORP 0.0%
Value ($000) $32 Shares 240 Est. Cost $54.69 Unrealized +10.7%
AGQ PROSHARES TR II 0.0%
Value ($000) $32 Shares 1,009 Est. Cost $32.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $32 Shares 100 Est. Cost $304.77 Unrealized -1.6%
IYH ISHARES TR 0.0%
Value ($000) $31 Shares 115 Est. Cost $283.71 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $31 Shares 102 Est. Cost $266.40 Unrealized +10.7%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $31 Shares 895 Est. Cost $34.80 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $31 Shares 405 Est. Cost $83.00 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $30 Shares 2,500 Est. Cost $11.59 Unrealized -4.5%
MTRN MATERION CORP 0.0%
Value ($000) $29 Shares 250 Est. Cost $81.64 Unrealized +22.8%
WELL WELLTOWER INC 0.0%
Value ($000) $29 Shares 400 Est. Cost $59.61 Unrealized +13.7%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $28 Shares 300 Est. Cost $66.35 Unrealized +14.9%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $28 Shares 750 Est. Cost $27.45 Unrealized +16.9%
PPL PPL CORP 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $24.65 Unrealized +3.8%
IRM IRON MTN INC DEL 0.0%
Value ($000) $28 Shares 525 Est. Cost $44.98 Unrealized +5.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $14.15 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $27 Shares 113 Est. Cost $40.21 Unrealized +7.7%
NEM NEWMONT CORP 0.0%
Value ($000) $26 Shares 527 Est. Cost $40.82 Unrealized +9.8%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 103 Est. Cost $213.11 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $25 Shares 400 Est. Cost $52.23 Unrealized +5.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $11.87 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $25 Shares 233 Est. Cost $100.07 Unrealized +8.0%
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $24 Shares 471 Est. Cost $45.06 Unrealized +7.6%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $15.18 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $23 Shares 500 Est. Cost $45.51 Unrealized +2.2%
VRSN VERISIGN INC 0.0%
Value ($000) $23 Shares 108 Est. Cost $190.04 Unrealized +7.6%
GSK GSK PLC 0.0%
Value ($000) $23 Shares 640 Est. Cost $35.14 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $22 Shares 352 Est. Cost $58.50 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $22 Shares 545 Est. Cost $40.72 Unrealized
DIN DINE BRANDS GLOBAL INC 0.0%
Value ($000) $22 Shares 325 Est. Cost $58.87 Unrealized +6.2%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $22 Shares 500 Est. Cost $43.10 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $22 Shares 406 Est. Cost $49.86 Unrealized +2.9%
META META PLATFORMS INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $169.12 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 310 Est. Cost $70.50 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $21 Shares 350 Est. Cost $64.60 Unrealized +0.0%
TFII TFI INTL INC 0.0%
Value ($000) $21 Shares 175 Est. Cost $99.82 Unrealized +16.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $20 Shares 138 Est. Cost $123.15 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $20 Shares 207 Est. Cost $91.24 Unrealized +4.5%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 240 Est. Cost $87.47 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $20 Shares 550 Est. Cost $29.99 Unrealized +8.4%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $19 Shares 238 Est. Cost $80.07 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $19 Shares 196 Est. Cost $77.70 Unrealized +19.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 100 Est. Cost $183.54 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $56.25 Unrealized +13.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $19 Shares 854 Est. Cost $22.02 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $18 Shares 203 Est. Cost $80.91 Unrealized +1.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $18 Shares 82 Est. Cost $224.35 Unrealized -0.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $18 Shares 72 Est. Cost $243.83 Unrealized +1.0%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.37 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $8.60 Unrealized
R RYDER SYS INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $83.95 Unrealized +9.6%
TFSL TFS FINL CORP 0.0%
Value ($000) $18 Shares 1,400 Est. Cost $10.42 Unrealized +4.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $17 Shares 445 Est. Cost $32.07 Unrealized +2.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $17 Shares 315 Est. Cost $59.57 Unrealized -7.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $17 Shares 10 Est. Cost $29.88 Unrealized +5.2%
NVR NVR INC 0.0%
Value ($000) $17 Shares 3 Est. Cost $4396.05 Unrealized +17.4%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $16 Shares 176 Est. Cost $86.19 Unrealized
DGP DEUTSCHE BK AG LONDON BRH 0.0%
Value ($000) $16 Shares 380 Est. Cost $37.23 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $16 Shares 145 Est. Cost $99.06 Unrealized +5.7%
EVRG EVERGY INC 0.0%
Value ($000) $16 Shares 257 Est. Cost $52.51 Unrealized +2.1%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $16 Shares 500 Est. Cost $34.77 Unrealized
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $15 Shares 225 Est. Cost $56.87 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $14 Shares 220 Est. Cost $63.65 Unrealized -4.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 351 Est. Cost $37.09 Unrealized +2.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $12 Shares 59 Est. Cost $233.12 Unrealized -9.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $8.22 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $12 Shares 907 Est. Cost $12.65 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.58 Unrealized +18.1%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $11 Shares 80 Est. Cost $139.44 Unrealized +6.4%
IAU ISHARES GOLD TR 0.0%
Value ($000) $11 Shares 285 Est. Cost $34.59 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $11 Shares 249 Est. Cost $36.09 Unrealized +12.5%
LIN LINDE PLC 0.0%
Value ($000) $10 Shares 29 Est. Cost $322.30 Unrealized 0.0%
XJR ISHARES TR 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.22 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $10 Shares 540 Est. Cost $14.24 Unrealized +32.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $10 Shares 122 Est. Cost $36.78 Unrealized +4.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $10 Shares 82 Est. Cost $123.46 Unrealized -6.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $139.69 Unrealized +2.5%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.89 Unrealized +2.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $82.72 Unrealized +1.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $9 Shares 99 Est. Cost $81.67 Unrealized +3.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $9 Shares 119 Est. Cost $68.99 Unrealized +0.5%
IWM ISHARES TR 0.0%
Value ($000) $9 Shares 52 Est. Cost $174.37 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 11 Est. Cost $733.79 Unrealized +2.2%
BCE BCE INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.41 Unrealized +1.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.07 Unrealized -6.4%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.49 Unrealized -13.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $8 Shares 750 Est. Cost $8.62 Unrealized +20.2%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $8 Shares 150 Est. Cost $40.10 Unrealized +24.1%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 18 Est. Cost $351.33 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.04 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $6 Shares 20 Est. Cost $258.51 Unrealized +16.9%
CNC CENTENE CORP DEL 0.0%
Value ($000) $6 Shares 100 Est. Cost $81.68 Unrealized -13.1%
F FORD MTR CO DEL 0.0%
Value ($000) $6 Shares 500 Est. Cost $10.07 Unrealized +1.3%
IT GARTNER INC 0.0%
Value ($000) $6 Shares 19 Est. Cost $322.72 Unrealized +2.4%
VTS VITESSE ENERGY INC 0.0%
Value ($000) $6 Shares 304 Est. Cost $17.24 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $6 Shares 150 Est. Cost $44.17 Unrealized -3.5%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.43 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $6 Shares 150 Est. Cost $34.78 Unrealized +17.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $170.48 Unrealized -0.4%
TSLA TESLA INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $189.34 Unrealized -7.9%
XPO XPO INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.69 Unrealized +6.9%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $5 Shares 259 Est. Cost $14.99 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $5 Shares 96 Est. Cost $50.59 Unrealized -9.1%
UPWK UPWORK INC 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.34 Unrealized -3.5%
RBLX ROBLOX CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.12 Unrealized +8.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $4 Shares 64 Est. Cost $67.80 Unrealized
CEDAR FAIR L P 0.0%
Value ($000) $4 Shares 95 Est. Cost $41.34 Unrealized
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.42 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $89.15 Unrealized +2.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 48 Est. Cost $74.54 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $80.29 Unrealized +5.5%
PHENOMEX INC 0.0%
Value ($000) $3 Shares 2,242 Est. Cost $1.16 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $3 Shares 73 Est. Cost $36.14 Unrealized +4.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 53 Est. Cost $32.98 Unrealized +5.0%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.53 Unrealized +10.1%
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $1 Shares 105 Est. Cost $19.53 Unrealized -24.0%
HGTY HAGERTY INC 0.0%
Value ($000) $1 Shares 165 Est. Cost $8.70 Unrealized +4.9%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $2.26 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.59 Unrealized -34.9%
ALLY ALLY FINL INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $23.63 Unrealized +8.9%
LILMF LILIUM N V 0.0%
Value ($000) $0 Shares 750 Est. Cost $1.58 Unrealized -32.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $14.30 Unrealized 0.0%
WESTROCK CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.18 Unrealized
BMBL BUMBLE INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $23.00 Unrealized -1.8%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $6.53 Unrealized -3.8%
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.89 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.74 Unrealized +28.9%
BIDU BAIDU INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.00 Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.76 Unrealized +2.7%
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 170 Est. Cost $1.56 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $66.22 Unrealized +16.8%