Compass Wealth Management LLC Diversified Active

CIK: 0001965653 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 27, 2023

Total Value ($000): $331,028 (100.0% shares, 0.0% debt)

Holdings (405)

RSP INVESCO EXCHANGE TRADED FD T 4.3%
Value ($000) $14,350 Shares 95,896 Est. Cost $141.81 Unrealized
AVGO BROADCOM INC 4.2%
Value ($000) $14,011 Shares 16,152 Est. Cost $47.61 Unrealized +44.4%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $7,971 Shares 54,807 Est. Cost $117.65 Unrealized +10.2%
AEIS ADVANCED ENERGY INDS 2.3%
Value ($000) $7,640 Shares 68,547 Est. Cost $83.16 Unrealized +13.6%
AMAT APPLIED MATLS INC 2.2%
Value ($000) $7,443 Shares 51,496 Est. Cost $93.28 Unrealized +31.1%
STZ CONSTELLATION BRANDS INC 2.1%
Value ($000) $7,017 Shares 28,510 Est. Cost $226.08 Unrealized -1.5%
CVS CVS HEALTH CORP 1.8%
Value ($000) $5,998 Shares 86,761 Est. Cost $85.94 Unrealized -25.2%
GOOGL ALPHABET INC 1.7%
Value ($000) $5,755 Shares 48,075 Est. Cost $94.32 Unrealized +21.1%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $5,682 Shares 36,110 Est. Cost $153.23 Unrealized -6.5%
GOOG ALPHABET INC 1.6%
Value ($000) $5,365 Shares 44,346 Est. Cost $94.73 Unrealized +21.3%
COTY COTY INC 1.6%
Value ($000) $5,355 Shares 435,725 Est. Cost $7.34 Unrealized +60.8%
FISV FISERV INC 1.6%
Value ($000) $5,348 Shares 42,395 Est. Cost $99.87 Unrealized +17.9%
HCA HCA HEALTHCARE INC 1.6%
Value ($000) $5,304 Shares 17,478 Est. Cost $218.18 Unrealized +24.7%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $5,194 Shares 10,621 Est. Cost $324.99 Unrealized +24.0%
DBX DROPBOX INC 1.6%
Value ($000) $5,155 Shares 193,290 Est. Cost $22.01 Unrealized +3.6%
APD AIR PRODS & CHEMS INC 1.5%
Value ($000) $4,854 Shares 16,205 Est. Cost $259.96 Unrealized +2.0%
DHR DANAHER CORPORATION 1.5%
Value ($000) $4,846 Shares 20,192 Est. Cost $225.11 Unrealized -7.3%
RAYTHEON TECHNOLOGIES CORP 1.4%
Value ($000) $4,673 Shares 47,703 Est. Cost $97.96 Unrealized
MDT MEDTRONIC PLC 1.4%
Value ($000) $4,546 Shares 51,604 Est. Cost $73.85 Unrealized +7.5%
BUD ANHEUSER BUSCH INBEV SA/NV 1.4%
Value ($000) $4,533 Shares 79,921 Est. Cost $60.29 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 1.4%
Value ($000) $4,525 Shares 55,957 Est. Cost $77.51 Unrealized 0.0%
TJX TJX COS INC NEW 1.4%
Value ($000) $4,516 Shares 53,261 Est. Cost $70.72 Unrealized +7.7%
PEP PEPSICO INC 1.3%
Value ($000) $4,403 Shares 23,772 Est. Cost $160.89 Unrealized +6.0%
GLW CORNING INC 1.3%
Value ($000) $4,387 Shares 125,212 Est. Cost $29.73 Unrealized +2.9%
CSCO CISCO SYS INC 1.3%
Value ($000) $4,251 Shares 82,166 Est. Cost $41.47 Unrealized +9.8%
BX BLACKSTONE INC 1.3%
Value ($000) $4,212 Shares 45,301 Est. Cost $78.64 Unrealized +1.9%
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,170 Shares 12,245 Est. Cost $235.47 Unrealized +30.5%
LLY LILLY ELI & CO 1.2%
Value ($000) $4,080 Shares 8,700 Est. Cost $345.79 Unrealized +19.0%
WMB WILLIAMS COS INC 1.2%
Value ($000) $4,030 Shares 123,518 Est. Cost $27.90 Unrealized -4.0%
NUE NUCOR CORP 1.2%
Value ($000) $3,993 Shares 24,348 Est. Cost $129.61 Unrealized +8.2%
FDX FEDEX CORP 1.2%
Value ($000) $3,915 Shares 15,793 Est. Cost $155.01 Unrealized +39.4%
MAR MARRIOTT INTL INC NEW 1.2%
Value ($000) $3,810 Shares 20,740 Est. Cost $149.19 Unrealized +13.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $3,637 Shares 36,040 Est. Cost $74.49 Unrealized
AMT AMERICAN TOWER CORP NEW 1.1%
Value ($000) $3,549 Shares 18,301 Est. Cost $186.71 Unrealized -4.6%
PNR PENTAIR PLC 1.1%
Value ($000) $3,480 Shares 53,877 Est. Cost $41.96 Unrealized +33.3%
NKE NIKE INC 1.0%
Value ($000) $3,413 Shares 30,921 Est. Cost $95.30 Unrealized +16.8%
ABT ABBOTT LABS 1.0%
Value ($000) $3,225 Shares 29,582 Est. Cost $97.62 Unrealized +3.9%
BLACKROCK INC 1.0%
Value ($000) $3,214 Shares 4,651 Est. Cost $708.63 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $3,202 Shares 23,766 Est. Cost $137.22 Unrealized -2.6%
SCHW SCHWAB CHARLES CORP 0.9%
Value ($000) $3,064 Shares 54,051 Est. Cost $74.21 Unrealized -32.0%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,719 Shares 15,609 Est. Cost $142.71 Unrealized +9.4%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $2,681 Shares 15,457 Est. Cost $153.18 Unrealized +3.6%
INTU INTUIT 0.8%
Value ($000) $2,577 Shares 5,624 Est. Cost $388.88 Unrealized +10.8%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $2,483 Shares 34,761 Est. Cost $25.00 Unrealized +8.7%
SMG SCOTTS MIRACLE-GRO CO 0.7%
Value ($000) $2,327 Shares 37,123 Est. Cost $48.25 Unrealized +22.6%
WBD WARNER BROS DISCOVERY INC 0.7%
Value ($000) $2,238 Shares 178,442 Est. Cost $11.87 Unrealized +9.4%
C CITIGROUP INC 0.7%
Value ($000) $2,233 Shares 48,500 Est. Cost $41.89 Unrealized +2.0%
AAPL APPLE INC 0.7%
Value ($000) $2,209 Shares 11,390 Est. Cost $140.70 Unrealized +22.3%
V VISA INC 0.7%
Value ($000) $2,196 Shares 9,248 Est. Cost $196.98 Unrealized +13.9%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,147 Shares 4,843 Est. Cost $382.43 Unrealized
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $2,144 Shares 51,600 Est. Cost $30.06 Unrealized +21.9%
EOG EOG RES INC 0.6%
Value ($000) $2,140 Shares 18,699 Est. Cost $116.05 Unrealized -10.0%
MOG/A MOOG INC 0.6%
Value ($000) $2,121 Shares 19,558 Est. Cost $81.66 Unrealized +19.4%
TRAVELERS COMPANIES INC 0.6%
Value ($000) $2,087 Shares 12,016 Est. Cost $173.66 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $2,001 Shares 20,085 Est. Cost $94.64 Unrealized
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $1,940 Shares 48,492 Est. Cost $34.94 Unrealized +5.2%
SPIRIT AEROSYSTEMS HLDGS INC 0.6%
Value ($000) $1,905 Shares 65,260 Est. Cost $31.17 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,896 Shares 20,975 Est. Cost $84.53 Unrealized -5.3%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,879 Shares 9,056 Est. Cost $178.76 Unrealized -1.8%
NVS NOVARTIS AG 0.6%
Value ($000) $1,837 Shares 18,200 Est. Cost $90.72 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $1,811 Shares 3,782 Est. Cost $442.80 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,770 Shares 4,500 Est. Cost $323.40 Unrealized +14.4%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.5%
Value ($000) $1,702 Shares 11,569 Est. Cost $111.91 Unrealized +16.8%
VMWARE INC 0.5%
Value ($000) $1,665 Shares 11,585 Est. Cost $122.76 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,614 Shares 2,997 Est. Cost $468.77 Unrealized +3.9%
LUV SOUTHWEST AIRLS CO 0.5%
Value ($000) $1,578 Shares 43,581 Est. Cost $33.54 Unrealized -12.0%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,568 Shares 24,520 Est. Cost $65.23 Unrealized -9.6%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,544 Shares 10,172 Est. Cost $129.79 Unrealized +8.9%
WMT WALMART INC 0.5%
Value ($000) $1,495 Shares 9,509 Est. Cost $45.95 Unrealized +6.5%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,487 Shares 86,363 Est. Cost $15.18 Unrealized -2.6%
CME CME GROUP INC 0.4%
Value ($000) $1,439 Shares 7,765 Est. Cost $150.96 Unrealized +10.3%
HAIN HAIN CELESTIAL GROUP INC 0.4%
Value ($000) $1,371 Shares 109,553 Est. Cost $17.82 Unrealized -17.4%
HXL HEXCEL CORP NEW 0.4%
Value ($000) $1,354 Shares 17,817 Est. Cost $57.27 Unrealized +24.4%
RIO RIO TINTO PLC 0.4%
Value ($000) $1,326 Shares 20,771 Est. Cost $71.20 Unrealized
CCI CROWN CASTLE INC 0.4%
Value ($000) $1,322 Shares 11,601 Est. Cost $113.77 Unrealized -10.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,262 Shares 7,043 Est. Cost $151.70 Unrealized +1.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $1,261 Shares 14,074 Est. Cost $63.88 Unrealized +15.6%
WY WEYERHAEUSER CO MTN BE 0.3%
Value ($000) $1,141 Shares 34,060 Est. Cost $27.57 Unrealized +1.0%
SPMD SPDR SER TR 0.3%
Value ($000) $1,104 Shares 24,048 Est. Cost $43.34 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $1,094 Shares 28,173 Est. Cost $37.45 Unrealized
DEO DIAGEO PLC 0.3%
Value ($000) $1,062 Shares 6,120 Est. Cost $178.19 Unrealized
AZO AUTOZONE INC 0.3%
Value ($000) $1,057 Shares 424 Est. Cost $2416.82 Unrealized +5.5%
REYN REYNOLDS CONSUMER PRODS INC 0.3%
Value ($000) $1,049 Shares 37,149 Est. Cost $26.63 Unrealized -5.6%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,039 Shares 5,331 Est. Cost $147.75 Unrealized +19.7%
CFG CITIZENS FINL GROUP INC 0.3%
Value ($000) $1,037 Shares 39,753 Est. Cost $33.92 Unrealized -27.8%
IPAC ISHARES TR 0.3%
Value ($000) $1,010 Shares 17,579 Est. Cost $57.43 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $1,002 Shares 19,222 Est. Cost $45.40 Unrealized
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $986 Shares 11,083 Est. Cost $70.16 Unrealized +14.9%
KMX CARMAX INC 0.3%
Value ($000) $954 Shares 11,400 Est. Cost $66.22 Unrealized +10.6%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $951 Shares 7,554 Est. Cost $139.19 Unrealized -20.7%
TARGET CORP 0.3%
Value ($000) $946 Shares 7,173 Est. Cost $131.90 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $862 Shares 3,266 Est. Cost $223.22 Unrealized +8.4%
MRK MERCK & CO INC 0.2%
Value ($000) $817 Shares 7,080 Est. Cost $92.80 Unrealized +12.6%
TSN TYSON FOODS INC 0.2%
Value ($000) $776 Shares 15,212 Est. Cost $58.31 Unrealized -15.0%
CB CHUBB LIMITED 0.2%
Value ($000) $773 Shares 4,012 Est. Cost $199.93 Unrealized -5.0%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $767 Shares 6,929 Est. Cost $81.21 Unrealized +19.1%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $737 Shares 14,826 Est. Cost $38.88 Unrealized +9.4%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $737 Shares 1,658 Est. Cost $484.45 Unrealized -8.6%
JAZZ JAZZ PHARMACEUTICALS PLC 0.2%
Value ($000) $723 Shares 5,835 Est. Cost $146.56 Unrealized -8.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $723 Shares 1,385 Est. Cost $524.96 Unrealized +2.0%
RVTY REVVITY INC 0.2%
Value ($000) $702 Shares 5,913 Est. Cost $133.52 Unrealized -8.6%
ABNB AIRBNB INC 0.2%
Value ($000) $687 Shares 5,360 Est. Cost $114.42 Unrealized +2.2%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $686 Shares 9,250 Est. Cost $78.90 Unrealized -10.9%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $674 Shares 1,959 Est. Cost $331.33 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $639 Shares 8,607 Est. Cost $73.92 Unrealized -7.3%
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $630 Shares 3,125 Est. Cost $174.26 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $604 Shares 4,374 Est. Cost $112.73 Unrealized +11.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $559 Shares 3,379 Est. Cost $157.06 Unrealized -5.2%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $535 Shares 3,075 Est. Cost $124.44 Unrealized
WRB BERKLEY W R CORP 0.2%
Value ($000) $529 Shares 8,889 Est. Cost $44.51 Unrealized -17.7%
IWF ISHARES TR 0.2%
Value ($000) $501 Shares 1,820 Est. Cost $220.71 Unrealized
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $495 Shares 3,025 Est. Cost $28.91 Unrealized +1.8%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $490 Shares 6,195 Est. Cost $45.99 Unrealized +45.9%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $481 Shares 1,994 Est. Cost $235.48 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $454 Shares 6,809 Est. Cost $79.85 Unrealized -14.8%
AMZN AMAZON COM INC 0.1%
Value ($000) $452 Shares 3,469 Est. Cost $100.78 Unrealized +13.3%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $448 Shares 9,260 Est. Cost $59.35 Unrealized -23.4%
HPQ HP INC 0.1%
Value ($000) $433 Shares 14,100 Est. Cost $24.56 Unrealized +10.5%
HANESBRANDS INC 0.1%
Value ($000) $413 Shares 90,999 Est. Cost $6.36 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $396 Shares 2,221 Est. Cost $176.87 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $384 Shares 2,742 Est. Cost $114.80 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $378 Shares 11,247 Est. Cost $26.81 Unrealized +10.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $368 Shares 1,079 Est. Cost $296.98 Unrealized +9.9%
LOW LOWES COS INC 0.1%
Value ($000) $361 Shares 1,600 Est. Cost $188.18 Unrealized +5.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $360 Shares 1,998 Est. Cost $151.91 Unrealized +4.7%
BARNES GROUP INC 0.1%
Value ($000) $353 Shares 8,371 Est. Cost $40.85 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $346 Shares 751 Est. Cost $426.55 Unrealized +1.2%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $345 Shares 1,815 Est. Cost $148.17 Unrealized +33.7%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $328 Shares 4,640 Est. Cost $55.12 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $320 Shares 1,637 Est. Cost $211.01 Unrealized -14.3%
ORCL ORACLE CORP 0.1%
Value ($000) $315 Shares 2,648 Est. Cost $73.20 Unrealized +37.2%
KR KROGER CO 0.1%
Value ($000) $312 Shares 6,645 Est. Cost $42.86 Unrealized +5.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $306 Shares 4,740 Est. Cost $35.02 Unrealized +61.4%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $290 Shares 766 Est. Cost $328.87 Unrealized +12.2%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $286 Shares 5,100 Est. Cost $37.02 Unrealized +29.5%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $285 Shares 3,775 Est. Cost $75.54 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $280 Shares 1,897 Est. Cost $127.77 Unrealized +8.4%
HD HOME DEPOT INC 0.1%
Value ($000) $277 Shares 892 Est. Cost $281.26 Unrealized -1.7%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $274 Shares 2,338 Est. Cost $114.07 Unrealized -6.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $262 Shares 653 Est. Cost $321.12 Unrealized +11.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $259 Shares 5,275 Est. Cost $46.08 Unrealized -3.4%
BA BOEING CO 0.1%
Value ($000) $256 Shares 1,214 Est. Cost $163.57 Unrealized +27.0%
IVV ISHARES TR 0.1%
Value ($000) $254 Shares 570 Est. Cost $384.21 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $254 Shares 568 Est. Cost $507.93 Unrealized -3.9%
INVESCO QQQ TR 0.1%
Value ($000) $252 Shares 683 Est. Cost $369.42 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $248 Shares 3,213 Est. Cost $69.73 Unrealized +4.6%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $244 Shares 3,233 Est. Cost $83.64 Unrealized -17.1%
YUM YUM BRANDS INC 0.1%
Value ($000) $243 Shares 1,753 Est. Cost $114.06 Unrealized +12.9%
BHP BHP GROUP LTD 0.1%
Value ($000) $230 Shares 3,860 Est. Cost $62.05 Unrealized
ADAM NAT RES FD INC 0.1%
Value ($000) $229 Shares 11,011 Est. Cost $20.82 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $220 Shares 1,094 Est. Cost $147.72 Unrealized +15.3%
T AT&T INC 0.1%
Value ($000) $210 Shares 13,158 Est. Cost $15.11 Unrealized -2.1%
GENERAL AMERN INVS CO INC 0.1%
Value ($000) $202 Shares 4,848 Est. Cost $41.72 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $193 Shares 1,953 Est. Cost $87.55 Unrealized +11.1%
CMI CUMMINS INC 0.1%
Value ($000) $184 Shares 750 Est. Cost $220.78 Unrealized -3.6%
AMGN AMGEN INC 0.1%
Value ($000) $183 Shares 824 Est. Cost $242.73 Unrealized -12.0%
BLACK KNIGHT INC 0.1%
Value ($000) $173 Shares 2,900 Est. Cost $61.46 Unrealized
UNILEVER PLC 0.1%
Value ($000) $168 Shares 3,229 Est. Cost $50.35 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $162 Shares 337 Est. Cost $498.19 Unrealized -6.7%
MMM 3M CO 0.0%
Value ($000) $162 Shares 1,616 Est. Cost $90.68 Unrealized -14.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $161 Shares 1,505 Est. Cost $96.28 Unrealized +3.5%
TFI SPDR SER TR 0.0%
Value ($000) $157 Shares 3,411 Est. Cost $46.82 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $148 Shares 1,979 Est. Cost $47.79 Unrealized +4.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $147 Shares 1,419 Est. Cost $109.40 Unrealized -13.6%
PSX PHILLIPS 66 0.0%
Value ($000) $141 Shares 1,479 Est. Cost $91.37 Unrealized -3.1%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $135 Shares 615 Est. Cost $203.81 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $135 Shares 2,000 Est. Cost $66.85 Unrealized
DE DEERE & CO 0.0%
Value ($000) $135 Shares 333 Est. Cost $388.70 Unrealized -5.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $134 Shares 700 Est. Cost $159.34 Unrealized +8.4%
MOS MOSAIC CO NEW 0.0%
Value ($000) $133 Shares 3,800 Est. Cost $44.52 Unrealized -19.5%
CDW CDW CORP 0.0%
Value ($000) $129 Shares 704 Est. Cost $168.86 Unrealized -0.0%
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $126 Shares 13,368 Est. Cost $9.46 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $120 Shares 293 Est. Cost $389.46 Unrealized +5.9%
DIS DISNEY WALT CO 0.0%
Value ($000) $119 Shares 1,335 Est. Cost $93.45 Unrealized -1.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $117 Shares 300 Est. Cost $275.48 Unrealized +19.2%
HUBB HUBBELL INC 0.0%
Value ($000) $116 Shares 350 Est. Cost $229.44 Unrealized +16.5%
SO SOUTHERN CO 0.0%
Value ($000) $114 Shares 1,620 Est. Cost $62.67 Unrealized +4.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $112 Shares 1,000 Est. Cost $106.57 Unrealized -5.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $111 Shares 2,500 Est. Cost $39.25 Unrealized +1.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $111 Shares 300 Est. Cost $139.59 Unrealized +14.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $109 Shares 1,466 Est. Cost $73.82 Unrealized -5.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $106 Shares 3,150 Est. Cost $34.20 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $104 Shares 725 Est. Cost $121.88 Unrealized +0.8%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $104 Shares 3,125 Est. Cost $30.07 Unrealized -4.3%
MS MORGAN STANLEY 0.0%
Value ($000) $104 Shares 1,212 Est. Cost $76.80 Unrealized +2.0%
TIP ISHARES TR 0.0%
Value ($000) $102 Shares 950 Est. Cost $106.44 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $101 Shares 1,600 Est. Cost $53.81 Unrealized +18.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $100 Shares 490 Est. Cost $149.35 Unrealized +13.3%
DOW DOW INC 0.0%
Value ($000) $98 Shares 1,848 Est. Cost $41.29 Unrealized +9.6%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $97 Shares 1,255 Est. Cost $61.45 Unrealized +17.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $96 Shares 825 Est. Cost $101.69 Unrealized +6.6%
DVY ISHARES TR 0.0%
Value ($000) $96 Shares 845 Est. Cost $120.60 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $95 Shares 600 Est. Cost $152.26 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $92 Shares 785 Est. Cost $106.44 Unrealized +3.3%
LAM RESEARCH CORP 0.0%
Value ($000) $91 Shares 141 Est. Cost $420.30 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $89 Shares 3,055 Est. Cost $35.81 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $85 Shares 2,323 Est. Cost $40.19 Unrealized -17.3%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $85 Shares 2,850 Est. Cost $40.53 Unrealized -22.3%
FORTINET INC 0.0%
Value ($000) $83 Shares 1,095 Est. Cost $75.59 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $82 Shares 666 Est. Cost $147.80 Unrealized -25.1%
ITOT ISHARES TR 0.0%
Value ($000) $81 Shares 824 Est. Cost $84.80 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $77 Shares 350 Est. Cost $191.19 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $72.93 Unrealized +6.3%
SPTM SPDR SER TR 0.0%
Value ($000) $76 Shares 1,402 Est. Cost $47.29 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $76 Shares 246 Est. Cost $263.73 Unrealized +6.0%
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $75 Shares 7,720 Est. Cost $9.71 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $75.47 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $74 Shares 262 Est. Cost $298.87 Unrealized -17.0%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $73 Shares 7,721 Est. Cost $9.43 Unrealized
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $72 Shares 6,950 Est. Cost $10.42 Unrealized +7.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $71 Shares 600 Est. Cost $108.85 Unrealized -0.5%
IXN ISHARES TR 0.0%
Value ($000) $71 Shares 1,146 Est. Cost $44.83 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $70 Shares 356 Est. Cost $139.31 Unrealized +31.8%
POOL POOL CORP 0.0%
Value ($000) $70 Shares 187 Est. Cost $303.50 Unrealized +8.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $70 Shares 1,950 Est. Cost $37.75 Unrealized -2.5%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $70 Shares 348 Est. Cost $122.94 Unrealized +41.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $69 Shares 1,800 Est. Cost $35.76 Unrealized -6.0%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $41.65 Unrealized +5.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $67 Shares 754 Est. Cost $86.71 Unrealized -15.3%
SDY SPDR SER TR 0.0%
Value ($000) $65 Shares 530 Est. Cost $125.11 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $65 Shares 275 Est. Cost $178.71 Unrealized +15.6%
CTAS CINTAS CORP 0.0%
Value ($000) $65 Shares 130 Est. Cost $105.21 Unrealized +9.0%
SKECHERS U S A INC 0.0%
Value ($000) $65 Shares 1,225 Est. Cost $41.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $64 Shares 478 Est. Cost $122.21 Unrealized -3.4%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $63 Shares 2,407 Est. Cost $24.19 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $63 Shares 553 Est. Cost $95.52 Unrealized +9.6%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $60 Shares 430 Est. Cost $135.28 Unrealized -3.2%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $60 Shares 803 Est. Cost $53.09 Unrealized +29.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $60 Shares 548 Est. Cost $93.83 Unrealized +3.6%
DECIPHERA PHARMACEUTICALS IN 0.0%
Value ($000) $60 Shares 4,250 Est. Cost $16.39 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $59 Shares 1,030 Est. Cost $61.14 Unrealized -7.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $59 Shares 267 Est. Cost $228.99 Unrealized -11.2%
GGG GRACO INC 0.0%
Value ($000) $59 Shares 679 Est. Cost $63.99 Unrealized +17.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $57 Shares 2,150 Est. Cost $24.12 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $55 Shares 76 Est. Cost $546.40 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $54 Shares 600 Est. Cost $80.96 Unrealized -2.3%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $54 Shares 600 Est. Cost $87.06 Unrealized -1.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $53 Shares 1,830 Est. Cost $31.71 Unrealized -16.1%
OC OWENS CORNING NEW 0.0%
Value ($000) $52 Shares 400 Est. Cost $87.66 Unrealized +25.0%
USMV ISHARES TR 0.0%
Value ($000) $52 Shares 700 Est. Cost $72.10 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $50 Shares 169 Est. Cost $245.25 Unrealized +11.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $50 Shares 119 Est. Cost $14.65 Unrealized +126.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $50 Shares 200 Est. Cost $197.50 Unrealized +11.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $49 Shares 946 Est. Cost $53.65 Unrealized -11.3%
HSY HERSHEY CO 0.0%
Value ($000) $49 Shares 196 Est. Cost $212.11 Unrealized +14.8%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $48 Shares 5,400 Est. Cost $7.31 Unrealized -0.5%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $46 Shares 725 Est. Cost $70.11 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $45 Shares 800 Est. Cost $50.03 Unrealized -4.1%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $45 Shares 1,350 Est. Cost $39.98 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $45 Shares 444 Est. Cost $104.24 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $44 Shares 275 Est. Cost $127.85 Unrealized +15.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $43 Shares 45 Est. Cost $53.77 Unrealized +13.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $43 Shares 1,200 Est. Cost $32.51 Unrealized +3.3%
MPLX MPLX LP 0.0%
Value ($000) $42 Shares 1,250 Est. Cost $32.84 Unrealized
KELLOGG CO 0.0%
Value ($000) $42 Shares 625 Est. Cost $60.91 Unrealized -4.3%
O REALTY INCOME CORP 0.0%
Value ($000) $42 Shares 700 Est. Cost $52.38 Unrealized +0.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $41 Shares 338 Est. Cost $100.19 Unrealized +12.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $41 Shares 103 Est. Cost $412.86 Unrealized -4.9%
IJH ISHARES TR 0.0%
Value ($000) $41 Shares 157 Est. Cost $241.89 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $41 Shares 165 Est. Cost $206.59 Unrealized +3.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $40 Shares 617 Est. Cost $50.89 Unrealized +15.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $40 Shares 345 Est. Cost $93.48 Unrealized +1.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $39 Shares 345 Est. Cost $66.01 Unrealized +57.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $39 Shares 693 Est. Cost $50.83 Unrealized +18.6%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $39 Shares 262 Est. Cost $113.16 Unrealized +0.7%
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $39 Shares 414 Est. Cost $94.33 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $38 Shares 146 Est. Cost $246.25 Unrealized +16.4%
KXI ISHARES TR 0.0%
Value ($000) $38 Shares 620 Est. Cost $59.64 Unrealized
PPL PPL CORP 0.0%
Value ($000) $37 Shares 1,400 Est. Cost $24.79 Unrealized +1.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 260 Est. Cost $140.37 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $37 Shares 930 Est. Cost $31.42 Unrealized +17.4%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $37 Shares 174 Est. Cost $218.37 Unrealized -8.9%
USB US BANCORP DEL 0.0%
Value ($000) $36 Shares 1,100 Est. Cost $35.20 Unrealized -19.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $36 Shares 400 Est. Cost $84.81 Unrealized +0.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $36 Shares 1,250 Est. Cost $37.36 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $36 Shares 888 Est. Cost $39.91 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $35 Shares 102 Est. Cost $266.40 Unrealized +16.5%
BP BP PLC 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $35.29 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $35 Shares 100 Est. Cost $304.77 Unrealized +10.6%
CYH COMMUNITY HEALTH SYS INC NEW 0.0%
Value ($000) $34 Shares 7,729 Est. Cost $3.08 Unrealized +38.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $34 Shares 200 Est. Cost $159.11 Unrealized -4.9%
XBI SPDR SER TR 0.0%
Value ($000) $34 Shares 405 Est. Cost $83.00 Unrealized
RLI RLI CORP 0.0%
Value ($000) $33 Shares 240 Est. Cost $54.69 Unrealized +10.9%
WELL WELLTOWER INC 0.0%
Value ($000) $32 Shares 400 Est. Cost $59.61 Unrealized +21.9%
IYH ISHARES TR 0.0%
Value ($000) $32 Shares 115 Est. Cost $283.71 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $32 Shares 148 Est. Cost $228.45 Unrealized -5.1%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 895 Est. Cost $34.80 Unrealized
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $32.75 Unrealized
TFSL TFS FINL CORP 0.0%
Value ($000) $30 Shares 2,400 Est. Cost $10.09 Unrealized -4.5%
IRM IRON MTN INC DEL 0.0%
Value ($000) $30 Shares 525 Est. Cost $44.98 Unrealized +11.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 103 Est. Cost $213.11 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $29 Shares 100 Est. Cost $169.12 Unrealized +44.9%
MTRN MATERION CORP 0.0%
Value ($000) $29 Shares 250 Est. Cost $81.64 Unrealized +33.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $28 Shares 233 Est. Cost $100.07 Unrealized +5.5%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $28 Shares 300 Est. Cost $91.01 Unrealized +1.1%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $28 Shares 300 Est. Cost $66.35 Unrealized +14.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $27 Shares 85 Est. Cost $321.54 Unrealized -4.2%
PINS PINTEREST INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $24.92 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $27 Shares 598 Est. Cost $49.63 Unrealized -17.9%
AGQ PROSHARES TR II 0.0%
Value ($000) $27 Shares 1,009 Est. Cost $32.00 Unrealized
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $29.00 Unrealized 0.0%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $27 Shares 2,500 Est. Cost $11.59 Unrealized -20.5%
STLA STELLANTIS N.V 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $14.15 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $26 Shares 225 Est. Cost $97.83 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $26 Shares 4,650 Est. Cost $6.99 Unrealized
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $26 Shares 471 Est. Cost $45.06 Unrealized +9.7%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $11.87 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $25 Shares 113 Est. Cost $40.21 Unrealized +8.8%
IVW ISHARES TR 0.0%
Value ($000) $25 Shares 352 Est. Cost $58.50 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $25 Shares 72 Est. Cost $243.83 Unrealized +24.1%
VERISIGN INC 0.0%
Value ($000) $24 Shares 108 Est. Cost $225.97 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $24 Shares 196 Est. Cost $77.70 Unrealized +37.2%
SPYV SPDR SER TR 0.0%
Value ($000) $24 Shares 545 Est. Cost $40.72 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $23 Shares 140 Est. Cost $205.40 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $23 Shares 406 Est. Cost $49.86 Unrealized +14.1%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $56.25 Unrealized +13.9%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $195.75 Unrealized 0.0%
FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $22 Shares 138 Est. Cost $162.99 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $22 Shares 527 Est. Cost $40.82 Unrealized +3.8%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $8.60 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $15.18 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $22 Shares 500 Est. Cost $43.10 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $22 Shares 350 Est. Cost $64.60 Unrealized -6.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $21 Shares 10 Est. Cost $29.88 Unrealized +32.4%
KEY KEYCORP 0.0%
Value ($000) $21 Shares 2,302 Est. Cost $14.79 Unrealized -39.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 310 Est. Cost $70.50 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $20 Shares 238 Est. Cost $80.07 Unrealized
TFII TFI INTL INC 0.0%
Value ($000) $20 Shares 175 Est. Cost $99.82 Unrealized +10.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $20 Shares 100 Est. Cost $183.54 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 240 Est. Cost $87.47 Unrealized
NVR NVR INC 0.0%
Value ($000) $19 Shares 3 Est. Cost $4396.05 Unrealized +32.4%
DIN DINE BRANDS GLOBAL INC 0.0%
Value ($000) $19 Shares 325 Est. Cost $58.87 Unrealized -7.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $18 Shares 854 Est. Cost $22.02 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $18 Shares 145 Est. Cost $99.06 Unrealized +11.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $17 Shares 550 Est. Cost $29.99 Unrealized -3.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $17 Shares 203 Est. Cost $80.91 Unrealized -1.2%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $17 Shares 176 Est. Cost $86.19 Unrealized
R RYDER SYS INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $83.95 Unrealized -1.9%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $12.11 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $17 Shares 63 Est. Cost $224.35 Unrealized +2.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $17 Shares 445 Est. Cost $32.07 Unrealized -2.7%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $16 Shares 500 Est. Cost $34.37 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $16 Shares 315 Est. Cost $59.57 Unrealized -12.5%
DGP DEUTSCHE BK AG LONDON BRH 0.0%
Value ($000) $15 Shares 380 Est. Cost $37.23 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $15 Shares 220 Est. Cost $63.65 Unrealized -5.1%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $40.58 Unrealized +16.4%
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $14 Shares 225 Est. Cost $56.87 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $12 Shares 907 Est. Cost $12.65 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $12 Shares 40 Est. Cost $269.51 Unrealized +4.1%
LIN LINDE PLC 0.0%
Value ($000) $11 Shares 29 Est. Cost $322.30 Unrealized +9.5%
XJR ISHARES TR 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.22 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $10 Shares 285 Est. Cost $34.59 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $10 Shares 122 Est. Cost $36.78 Unrealized +3.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $10 Shares 59 Est. Cost $233.12 Unrealized -19.7%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $10 Shares 80 Est. Cost $139.44 Unrealized -7.2%
IWM ISHARES TR 0.0%
Value ($000) $10 Shares 52 Est. Cost $174.37 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $9 Shares 150 Est. Cost $40.10 Unrealized +39.9%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $84.89 Unrealized +11.1%
BCE BCE INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.41 Unrealized +6.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $9 Shares 99 Est. Cost $81.67 Unrealized +6.9%
XPO XPO INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $33.69 Unrealized +34.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $82.72 Unrealized +1.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $8 Shares 119 Est. Cost $68.99 Unrealized -4.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $13.97 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 69 Est. Cost $139.69 Unrealized -10.5%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $8 Shares 11 Est. Cost $733.79 Unrealized +4.5%
COHR COHERENT CORP 0.0%
Value ($000) $8 Shares 150 Est. Cost $34.78 Unrealized +6.7%
F FORD MTR CO DEL 0.0%
Value ($000) $8 Shares 500 Est. Cost $10.07 Unrealized +6.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 18 Est. Cost $351.33 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 Shares 100 Est. Cost $81.68 Unrealized -18.4%
IT GARTNER INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $322.72 Unrealized +0.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $27.07 Unrealized -9.6%
TSLA TESLA INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $189.34 Unrealized +5.6%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $6 Shares 150 Est. Cost $44.17 Unrealized -19.1%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.43 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $6 Shares 270 Est. Cost $15.26 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $170.48 Unrealized -9.0%
WOLFSPEED INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.04 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.88 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $4 Shares 96 Est. Cost $50.59 Unrealized -23.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $80.29 Unrealized +29.6%
CEDAR FAIR L P 0.0%
Value ($000) $4 Shares 95 Est. Cost $41.34 Unrealized
UPWK UPWORK INC 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.34 Unrealized -26.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 48 Est. Cost $74.54 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $4 Shares 196 Est. Cost $13.29 Unrealized 0.0%
POST POST HLDGS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $89.15 Unrealized -1.6%
GSK GSK PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.14 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $2 Shares 73 Est. Cost $36.14 Unrealized -16.0%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.53 Unrealized +2.0%
HGTY HAGERTY INC 0.0%
Value ($000) $2 Shares 165 Est. Cost $8.70 Unrealized +6.0%
LILMF LILIUM N V 0.0%
Value ($000) $1 Shares 750 Est. Cost $1.58 Unrealized -41.1%
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $1 Shares 105 Est. Cost $19.53 Unrealized -32.9%
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 -37.7%
PHENOMEX INC 0.0%
Value ($000) $1 Shares 2,242 Est. Cost $1.16 Unrealized
WESTROCK CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.18 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $14.30 Unrealized -36.3%
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.89 Unrealized
BRCC BRC INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $6.53 Unrealized -19.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.74 Unrealized +53.8%
BMBL BUMBLE INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $23.00 Unrealized -24.9%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.76 Unrealized -7.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.46 Unrealized +1.2%
BC BRUNSWICK CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $66.22 Unrealized +15.9%
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 170 Est. Cost $1.56 Unrealized