Compass Wealth Management LLC Diversified Active

CIK: 0001965653 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 4, 2024

Total Value ($000): $358,134 (100.0% shares, 0.0% debt)

Holdings (381)

AVGO BROADCOM INC 4.8%
Value ($000) $17,046 Shares 15,271 Est. Cost $48.94 Unrealized +88.5%
RSP INVESCO EXCHANGE TRADED FD T 4.7%
Value ($000) $16,976 Shares 107,579 Est. Cost $142.99 Unrealized
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $9,097 Shares 53,479 Est. Cost $117.65 Unrealized +23.2%
AMAT APPLIED MATLS INC 2.2%
Value ($000) $8,053 Shares 49,690 Est. Cost $93.28 Unrealized +54.6%
STZ CONSTELLATION BRANDS INC 2.2%
Value ($000) $7,881 Shares 32,600 Est. Cost $226.58 Unrealized +0.6%
AEIS ADVANCED ENERGY INDS 1.9%
Value ($000) $6,803 Shares 62,458 Est. Cost $83.16 Unrealized +16.1%
GOOGL ALPHABET INC 1.8%
Value ($000) $6,423 Shares 45,982 Est. Cost $94.32 Unrealized +41.4%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $6,273 Shares 42,056 Est. Cost $151.19 Unrealized -8.9%
ADBE ADOBE INC 1.7%
Value ($000) $6,061 Shares 10,159 Est. Cost $324.99 Unrealized +77.5%
GOOG ALPHABET INC 1.6%
Value ($000) $5,898 Shares 41,851 Est. Cost $94.73 Unrealized +42.2%
DBX DROPBOX INC 1.6%
Value ($000) $5,740 Shares 194,708 Est. Cost $22.21 Unrealized +25.0%
CVS CVS HEALTH CORP 1.6%
Value ($000) $5,687 Shares 72,020 Est. Cost $85.94 Unrealized -23.9%
COTY COTY INC 1.6%
Value ($000) $5,661 Shares 455,775 Est. Cost $7.57 Unrealized +42.8%
DHR DANAHER CORPORATION 1.6%
Value ($000) $5,620 Shares 24,294 Est. Cost $223.31 Unrealized -5.8%
APD AIR PRODS & CHEMS INC 1.6%
Value ($000) $5,601 Shares 20,457 Est. Cost $259.80 Unrealized -0.2%
BUD ANHEUSER BUSCH INBEV SA/NV 1.5%
Value ($000) $5,549 Shares 85,870 Est. Cost $60.71 Unrealized
BX BLACKSTONE INC 1.5%
Value ($000) $5,518 Shares 42,148 Est. Cost $78.64 Unrealized +29.8%
TJX TJX COS INC NEW 1.4%
Value ($000) $5,103 Shares 54,392 Est. Cost $71.45 Unrealized +22.1%
FISV FISERV INC 1.4%
Value ($000) $4,869 Shares 36,654 Est. Cost $99.87 Unrealized +22.9%
MDT MEDTRONIC PLC 1.3%
Value ($000) $4,791 Shares 58,159 Est. Cost $73.84 Unrealized -3.2%
MAR MARRIOTT INTL INC NEW 1.3%
Value ($000) $4,618 Shares 20,480 Est. Cost $149.19 Unrealized +33.1%
CP CANADIAN PACIFIC KANSAS CITY 1.3%
Value ($000) $4,558 Shares 57,322 Est. Cost $77.36 Unrealized -6.8%
HCA HCA HEALTHCARE INC 1.3%
Value ($000) $4,530 Shares 16,737 Est. Cost $218.18 Unrealized +11.4%
LLY ELI LILLY & CO 1.3%
Value ($000) $4,503 Shares 7,725 Est. Cost $345.79 Unrealized +66.3%
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,407 Shares 11,719 Est. Cost $235.47 Unrealized +48.8%
ABBV ABBVIE INC 1.2%
Value ($000) $4,346 Shares 28,044 Est. Cost $136.97 Unrealized -0.9%
WMB WILLIAMS COS INC 1.2%
Value ($000) $4,225 Shares 121,310 Est. Cost $27.90 Unrealized +15.3%
PINS PINTEREST INC 1.2%
Value ($000) $4,156 Shares 112,200 Est. Cost $27.51 Unrealized +14.2%
FIS FIDELITY NATL INFORMATION SV 1.1%
Value ($000) $4,028 Shares 67,063 Est. Cost $53.51 Unrealized -2.2%
CSCO CISCO SYS INC 1.1%
Value ($000) $4,022 Shares 79,609 Est. Cost $41.47 Unrealized +15.7%
NUE NUCOR CORP 1.1%
Value ($000) $3,924 Shares 22,549 Est. Cost $129.61 Unrealized +18.3%
PEP PEPSICO INC 1.1%
Value ($000) $3,924 Shares 23,104 Est. Cost $160.89 Unrealized -4.4%
FDX FEDEX CORP 1.1%
Value ($000) $3,768 Shares 14,895 Est. Cost $155.01 Unrealized +56.3%
C CITIGROUP INC 1.0%
Value ($000) $3,719 Shares 72,304 Est. Cost $41.69 Unrealized -0.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.0%
Value ($000) $3,670 Shares 35,287 Est. Cost $74.49 Unrealized
RTX CORPORATION 1.0%
Value ($000) $3,640 Shares 43,258 Est. Cost $84.14 Unrealized
AMT AMERICAN TOWER CORP NEW 1.0%
Value ($000) $3,584 Shares 16,603 Est. Cost $186.71 Unrealized -6.2%
PNR PENTAIR PLC 1.0%
Value ($000) $3,480 Shares 47,855 Est. Cost $41.96 Unrealized +50.4%
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $3,453 Shares 78,740 Est. Cost $34.58 Unrealized +15.9%
J JACOBS SOLUTIONS INC 1.0%
Value ($000) $3,424 Shares 26,380 Est. Cost $106.46 Unrealized +0.4%
INTU INTUIT 0.9%
Value ($000) $3,352 Shares 5,363 Est. Cost $388.88 Unrealized +40.1%
ABT ABBOTT LABS 0.9%
Value ($000) $3,281 Shares 29,807 Est. Cost $97.54 Unrealized -1.5%
SMG SCOTTS MIRACLE-GRO CO 0.9%
Value ($000) $3,242 Shares 50,853 Est. Cost $49.27 Unrealized -0.9%
BLACKROCK INC 0.9%
Value ($000) $3,164 Shares 3,898 Est. Cost $708.63 Unrealized
SCHW SCHWAB CHARLES CORP 0.8%
Value ($000) $3,027 Shares 43,990 Est. Cost $74.21 Unrealized -24.4%
GLW CORNING INC 0.8%
Value ($000) $2,975 Shares 97,713 Est. Cost $29.73 Unrealized -8.7%
NKE NIKE INC 0.8%
Value ($000) $2,936 Shares 27,041 Est. Cost $95.30 Unrealized +8.1%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,826 Shares 15,084 Est. Cost $142.71 Unrealized +10.0%
MOG/A MOOG INC 0.8%
Value ($000) $2,814 Shares 19,433 Est. Cost $81.66 Unrealized +56.2%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $2,768 Shares 15,456 Est. Cost $153.18 Unrealized +6.1%
SPYM SPDR SER TR 0.7%
Value ($000) $2,535 Shares 45,354 Est. Cost $50.17 Unrealized
V VISA INC 0.7%
Value ($000) $2,427 Shares 9,321 Est. Cost $196.98 Unrealized +23.2%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,403 Shares 5,056 Est. Cost $384.97 Unrealized
DD DUPONT DE NEMOURS INC 0.7%
Value ($000) $2,352 Shares 30,570 Est. Cost $25.00 Unrealized +16.1%
EOG EOG RES INC 0.7%
Value ($000) $2,341 Shares 19,354 Est. Cost $116.08 Unrealized -0.4%
TRAVELERS COMPANIES INC 0.6%
Value ($000) $2,280 Shares 11,970 Est. Cost $190.49 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $2,087 Shares 19,279 Est. Cost $94.64 Unrealized
WBD WARNER BROS DISCOVERY INC 0.6%
Value ($000) $1,986 Shares 174,492 Est. Cost $11.88 Unrealized -9.1%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,954 Shares 2,961 Est. Cost $468.77 Unrealized +22.3%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,926 Shares 45,242 Est. Cost $34.94 Unrealized +2.7%
AAPL APPLE INC 0.5%
Value ($000) $1,922 Shares 9,982 Est. Cost $140.70 Unrealized +29.9%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,919 Shares 4,500 Est. Cost $323.40 Unrealized +22.8%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,888 Shares 9,004 Est. Cost $178.76 Unrealized -3.6%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,864 Shares 19,152 Est. Cost $84.53 Unrealized +4.2%
NVS NOVARTIS AG 0.5%
Value ($000) $1,846 Shares 18,285 Est. Cost $90.96 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.5%
Value ($000) $1,843 Shares 168,281 Est. Cost $15.65 Unrealized -31.0%
CB CHUBB LIMITED 0.5%
Value ($000) $1,724 Shares 9,067 Est. Cost $205.95 Unrealized +3.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $1,706 Shares 3,363 Est. Cost $442.80 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $1,635 Shares 7,765 Est. Cost $150.96 Unrealized +28.9%
SPSM SPDR SER TR 0.5%
Value ($000) $1,617 Shares 38,344 Est. Cost $38.34 Unrealized
SPMD SPDR SER TR 0.4%
Value ($000) $1,591 Shares 32,660 Est. Cost $44.44 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,583 Shares 89,712 Est. Cost $15.19 Unrealized +1.0%
WMT WALMART INC 0.4%
Value ($000) $1,565 Shares 9,925 Est. Cost $46.18 Unrealized +11.8%
RIO RIO TINTO PLC 0.4%
Value ($000) $1,498 Shares 20,121 Est. Cost $71.20 Unrealized
IPAC ISHARES TR 0.4%
Value ($000) $1,493 Shares 25,088 Est. Cost $57.40 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,469 Shares 10,027 Est. Cost $129.79 Unrealized +8.3%
TARGET CORP 0.4%
Value ($000) $1,373 Shares 9,643 Est. Cost $142.42 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.4%
Value ($000) $1,313 Shares 8,157 Est. Cost $111.91 Unrealized +33.3%
HXL HEXCEL CORP NEW 0.4%
Value ($000) $1,264 Shares 17,145 Est. Cost $57.27 Unrealized +18.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,183 Shares 7,526 Est. Cost $150.91 Unrealized -11.0%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $1,166 Shares 4,490 Est. Cost $219.81 Unrealized +1.2%
AZO AUTOZONE INC 0.3%
Value ($000) $1,104 Shares 427 Est. Cost $2416.82 Unrealized +7.3%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,100 Shares 7,104 Est. Cost $139.19 Unrealized -13.8%
CCI CROWN CASTLE INC 0.3%
Value ($000) $1,030 Shares 8,939 Est. Cost $113.77 Unrealized -20.2%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $936 Shares 10,384 Est. Cost $63.88 Unrealized +20.5%
WY WEYERHAEUSER CO MTN BE 0.3%
Value ($000) $934 Shares 26,855 Est. Cost $27.57 Unrealized +5.7%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $929 Shares 10,383 Est. Cost $70.16 Unrealized +14.4%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $895 Shares 4,508 Est. Cost $147.75 Unrealized +16.6%
KMX CARMAX INC 0.2%
Value ($000) $875 Shares 11,400 Est. Cost $66.22 Unrealized +1.5%
REYN REYNOLDS CONSUMER PRODS INC 0.2%
Value ($000) $860 Shares 32,025 Est. Cost $26.63 Unrealized -9.9%
DEO DIAGEO PLC 0.2%
Value ($000) $826 Shares 5,670 Est. Cost $178.19 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $821 Shares 7,530 Est. Cost $93.09 Unrealized +4.0%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $796 Shares 3,266 Est. Cost $223.22 Unrealized +6.0%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $739 Shares 1,568 Est. Cost $484.45 Unrealized -7.8%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $738 Shares 1,959 Est. Cost $331.33 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $735 Shares 1,385 Est. Cost $524.96 Unrealized -8.4%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $722 Shares 21,775 Est. Cost $33.92 Unrealized -25.6%
SPIRIT AEROSYSTEMS HLDGS INC 0.2%
Value ($000) $706 Shares 22,210 Est. Cost $31.17 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $678 Shares 3,125 Est. Cost $174.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $673 Shares 13,122 Est. Cost $65.23 Unrealized -27.9%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $629 Shares 7,454 Est. Cost $78.90 Unrealized -12.4%
WRB BERKLEY W R CORP 0.2%
Value ($000) $629 Shares 8,889 Est. Cost $44.51 Unrealized -3.4%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $615 Shares 10,701 Est. Cost $38.88 Unrealized +32.6%
AMZN AMAZON COM INC 0.2%
Value ($000) $610 Shares 4,013 Est. Cost $105.84 Unrealized +32.4%
RVTY REVVITY INC 0.2%
Value ($000) $587 Shares 5,373 Est. Cost $133.52 Unrealized -28.2%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $570 Shares 2,960 Est. Cost $124.44 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $531 Shares 9,875 Est. Cost $58.31 Unrealized -22.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $530 Shares 3,379 Est. Cost $157.06 Unrealized -8.6%
IWF ISHARES TR 0.1%
Value ($000) $524 Shares 1,730 Est. Cost $220.71 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $515 Shares 1,079 Est. Cost $428.28 Unrealized
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $505 Shares 3,025 Est. Cost $28.91 Unrealized +10.5%
ABNB AIRBNB INC 0.1%
Value ($000) $497 Shares 3,650 Est. Cost $114.42 Unrealized +12.7%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $489 Shares 4,024 Est. Cost $112.73 Unrealized -1.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $472 Shares 6,130 Est. Cost $76.36 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $465 Shares 6,364 Est. Cost $73.92 Unrealized -12.2%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $431 Shares 4,195 Est. Cost $45.99 Unrealized +81.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $415 Shares 2,435 Est. Cost $150.81 Unrealized -3.5%
BARNES GROUP INC 0.1%
Value ($000) $408 Shares 12,501 Est. Cost $38.13 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $402 Shares 3,575 Est. Cost $81.21 Unrealized +12.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $389 Shares 1,090 Est. Cost $297.56 Unrealized +18.0%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $362 Shares 4,640 Est. Cost $55.12 Unrealized
JETBLUE AIRWAYS CORP 0.1%
Value ($000) $360 Shares 500,000 Est. Cost $0.72 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $358 Shares 4,590 Est. Cost $35.02 Unrealized +82.4%
LOW LOWES COS INC 0.1%
Value ($000) $356 Shares 1,600 Est. Cost $188.18 Unrealized +3.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $345 Shares 1,637 Est. Cost $211.01 Unrealized -14.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $340 Shares 751 Est. Cost $426.55 Unrealized -2.1%
HD HOME DEPOT INC 0.1%
Value ($000) $315 Shares 908 Est. Cost $281.52 Unrealized +4.3%
BA BOEING CO 0.1%
Value ($000) $309 Shares 1,184 Est. Cost $163.57 Unrealized +30.8%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $308 Shares 4,350 Est. Cost $37.02 Unrealized +79.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $304 Shares 2,338 Est. Cost $114.07 Unrealized +4.6%
KR KROGER CO 0.1%
Value ($000) $304 Shares 6,645 Est. Cost $42.86 Unrealized -1.1%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $298 Shares 1,312 Est. Cost $235.48 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $292 Shares 1,897 Est. Cost $127.77 Unrealized +7.0%
HPQ HP INC 0.1%
Value ($000) $288 Shares 9,575 Est. Cost $24.56 Unrealized +4.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $288 Shares 653 Est. Cost $321.12 Unrealized +20.9%
TE CONNECTIVITY LTD 0.1%
Value ($000) $284 Shares 2,402 Est. Cost $114.80 Unrealized
INVESCO QQQ TR 0.1%
Value ($000) $280 Shares 683 Est. Cost $409.52 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $260 Shares 568 Est. Cost $507.93 Unrealized -5.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $256 Shares 3,213 Est. Cost $69.73 Unrealized +2.9%
ETN EATON CORP PLC 0.1%
Value ($000) $255 Shares 1,060 Est. Cost $149.37 Unrealized +44.3%
BHP BHP GROUP LTD 0.1%
Value ($000) $247 Shares 3,610 Est. Cost $62.05 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $245 Shares 3,477 Est. Cost $68.34 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $242 Shares 2,419 Est. Cost $98.17 Unrealized -0.6%
AMGN AMGEN INC 0.1%
Value ($000) $237 Shares 824 Est. Cost $242.73 Unrealized +5.1%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $235 Shares 8,123 Est. Cost $33.54 Unrealized -26.2%
IJH ISHARES TR 0.1%
Value ($000) $230 Shares 829 Est. Cost $270.47 Unrealized
ADAM NAT RES FD INC 0.1%
Value ($000) $227 Shares 11,011 Est. Cost $20.82 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $227 Shares 5,000 Est. Cost $57.12 Unrealized -25.8%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $214 Shares 1,245 Est. Cost $148.17 Unrealized +3.2%
GENERAL AMERN INVS CO INC 0.1%
Value ($000) $208 Shares 4,848 Est. Cost $41.72 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $208 Shares 1,561 Est. Cost $92.21 Unrealized +20.4%
VLTO VERALTO CORP 0.1%
Value ($000) $202 Shares 2,458 Est. Cost $73.75 Unrealized 0.0%
BKAG BNY MELLON ETF TRUST 0.1%
Value ($000) $199 Shares 4,690 Est. Cost $42.49 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $191 Shares 374 Est. Cost $328.87 Unrealized +31.4%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $189 Shares 1,465 Est. Cost $112.26 Unrealized -2.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $186 Shares 971 Est. Cost $176.87 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $184 Shares 1,749 Est. Cost $73.20 Unrealized +45.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $184 Shares 1,408 Est. Cost $114.06 Unrealized +5.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $184 Shares 2,544 Est. Cost $83.64 Unrealized -19.0%
MGA MAGNA INTL INC 0.0%
Value ($000) $177 Shares 3,000 Est. Cost $49.75 Unrealized -0.2%
BKLC BNY MELLON ETF TRUST 0.0%
Value ($000) $173 Shares 1,915 Est. Cost $90.39 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $171 Shares 700 Est. Cost $159.34 Unrealized +34.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $165 Shares 4,100 Est. Cost $35.44 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $165 Shares 1,419 Est. Cost $109.40 Unrealized +0.3%
IVW ISHARES TR 0.0%
Value ($000) $162 Shares 2,158 Est. Cost $72.39 Unrealized
CDW CDW CORP 0.0%
Value ($000) $160 Shares 704 Est. Cost $168.86 Unrealized +22.0%
PFE PFIZER INC 0.0%
Value ($000) $147 Shares 5,106 Est. Cost $33.54 Unrealized -21.3%
FTV FORTIVE CORP 0.0%
Value ($000) $146 Shares 1,979 Est. Cost $47.79 Unrealized +9.3%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $143 Shares 615 Est. Cost $203.81 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $140 Shares 266 Est. Cost $498.19 Unrealized +2.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $138 Shares 300 Est. Cost $275.48 Unrealized +47.8%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $137 Shares 1,020 Est. Cost $116.80 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $137 Shares 1,600 Est. Cost $53.81 Unrealized +36.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $136 Shares 830 Est. Cost $126.25 Unrealized +12.1%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $126 Shares 3,125 Est. Cost $30.07 Unrealized +10.4%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $125 Shares 2,400 Est. Cost $39.25 Unrealized +11.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $124 Shares 1,375 Est. Cost $93.23 Unrealized -7.5%
CMI CUMMINS INC 0.0%
Value ($000) $120 Shares 500 Est. Cost $220.78 Unrealized -1.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $116 Shares 785 Est. Cost $106.44 Unrealized +33.4%
COHR COHERENT CORP 0.0%
Value ($000) $115 Shares 2,650 Est. Cost $35.98 Unrealized +0.2%
UNILEVER PLC 0.0%
Value ($000) $114 Shares 2,351 Est. Cost $50.35 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $112 Shares 4,250 Est. Cost $25.22 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $111 Shares 248 Est. Cost $389.46 Unrealized +3.1%
LAM RESEARCH CORP 0.0%
Value ($000) $110 Shares 141 Est. Cost $420.30 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $110 Shares 1,184 Est. Cost $76.80 Unrealized -2.6%
TIP ISHARES TR 0.0%
Value ($000) $102 Shares 950 Est. Cost $106.44 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $102 Shares 5,000 Est. Cost $15.61 Unrealized +9.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $102 Shares 1,063 Est. Cost $87.55 Unrealized +5.3%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $102 Shares 490 Est. Cost $149.35 Unrealized +29.6%
DE DEERE & CO 0.0%
Value ($000) $99 Shares 248 Est. Cost $388.70 Unrealized -6.1%
EQNR EQUINOR ASA 0.0%
Value ($000) $97 Shares 3,055 Est. Cost $35.81 Unrealized
DOW DOW INC 0.0%
Value ($000) $96 Shares 1,752 Est. Cost $41.44 Unrealized +7.8%
SO SOUTHERN CO 0.0%
Value ($000) $96 Shares 1,370 Est. Cost $62.67 Unrealized +1.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $96 Shares 825 Est. Cost $101.69 Unrealized +4.2%
MTB M & T BK CORP 0.0%
Value ($000) $91 Shares 666 Est. Cost $147.80 Unrealized -20.6%
MOS MOSAIC CO NEW 0.0%
Value ($000) $89 Shares 2,500 Est. Cost $44.52 Unrealized -25.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $89 Shares 1,466 Est. Cost $73.82 Unrealized -27.6%
META META PLATFORMS INC 0.0%
Value ($000) $88 Shares 250 Est. Cost $247.17 Unrealized +30.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $87 Shares 600 Est. Cost $108.85 Unrealized +8.7%
ITOT ISHARES TR 0.0%
Value ($000) $87 Shares 824 Est. Cost $84.80 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $75.47 Unrealized
BKIE BNY MELLON ETF TRUST 0.0%
Value ($000) $83 Shares 1,164 Est. Cost $71.49 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $83 Shares 548 Est. Cost $93.83 Unrealized +29.5%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $83 Shares 350 Est. Cost $191.19 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $81 Shares 2,150 Est. Cost $34.20 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $78 Shares 262 Est. Cost $298.87 Unrealized -6.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $78 Shares 754 Est. Cost $86.71 Unrealized -0.1%
IXN ISHARES TR 0.0%
Value ($000) $78 Shares 1,146 Est. Cost $44.83 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $78 Shares 192 Est. Cost $139.59 Unrealized +40.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $78 Shares 221 Est. Cost $265.47 Unrealized +17.8%
DVY ISHARES TR 0.0%
Value ($000) $76 Shares 645 Est. Cost $120.60 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $75 Shares 348 Est. Cost $122.94 Unrealized +72.1%
POOL POOL CORP 0.0%
Value ($000) $75 Shares 187 Est. Cost $303.50 Unrealized +12.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $73 Shares 147 Est. Cost $20.68 Unrealized +124.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $71 Shares 553 Est. Cost $95.52 Unrealized +15.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $71 Shares 600 Est. Cost $87.06 Unrealized +27.8%
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $69 Shares 750 Est. Cost $92.24 Unrealized
SKECHERS U S A INC 0.0%
Value ($000) $69 Shares 1,100 Est. Cost $41.95 Unrealized
DECIPHERA PHARMACEUTICALS IN 0.0%
Value ($000) $69 Shares 4,250 Est. Cost $16.39 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $68 Shares 275 Est. Cost $178.71 Unrealized +11.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $68 Shares 1,446 Est. Cost $48.99 Unrealized -18.0%
SDY SPDR SER TR 0.0%
Value ($000) $66 Shares 530 Est. Cost $125.11 Unrealized
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $66 Shares 6,831 Est. Cost $9.46 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $72.93 Unrealized -18.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $65 Shares 1,800 Est. Cost $35.76 Unrealized -15.4%
FORTINET INC 0.0%
Value ($000) $64 Shares 1,095 Est. Cost $58.53 Unrealized
NUVL NUVALENT INC 0.0%
Value ($000) $63 Shares 850 Est. Cost $61.88 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $62 Shares 267 Est. Cost $228.99 Unrealized -3.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $62 Shares 4,500 Est. Cost $13.07 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $62 Shares 500 Est. Cost $146.56 Unrealized -14.9%
MMM 3M CO 0.0%
Value ($000) $60 Shares 550 Est. Cost $90.68 Unrealized -16.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $60 Shares 1,150 Est. Cost $46.08 Unrealized +11.1%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $60 Shares 803 Est. Cost $53.09 Unrealized +46.4%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $59 Shares 600 Est. Cost $80.96 Unrealized -5.4%
OC OWENS CORNING NEW 0.0%
Value ($000) $59 Shares 400 Est. Cost $87.66 Unrealized +51.1%
GGG GRACO INC 0.0%
Value ($000) $59 Shares 679 Est. Cost $63.99 Unrealized +19.4%
BAC BANK AMERICA CORP 0.0%
Value ($000) $58 Shares 1,730 Est. Cost $31.71 Unrealized -12.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $58 Shares 76 Est. Cost $546.40 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $56 Shares 395 Est. Cost $121.88 Unrealized +3.5%
USMV ISHARES TR 0.0%
Value ($000) $55 Shares 700 Est. Cost $72.10 Unrealized
BP BP PLC 0.0%
Value ($000) $54 Shares 1,534 Est. Cost $36.48 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $53 Shares 256 Est. Cost $139.31 Unrealized +46.7%
T AT&T INC 0.0%
Value ($000) $51 Shares 3,049 Est. Cost $15.11 Unrealized -5.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $51 Shares 345 Est. Cost $66.01 Unrealized +78.6%
SPTM SPDR SER TR 0.0%
Value ($000) $50 Shares 853 Est. Cost $48.66 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $49 Shares 345 Est. Cost $93.48 Unrealized +15.9%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $49 Shares 103 Est. Cost $412.86 Unrealized +6.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $49 Shares 165 Est. Cost $206.59 Unrealized +21.6%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $48 Shares 800 Est. Cost $45.29 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $35.20 Unrealized -6.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $47 Shares 1,350 Est. Cost $37.75 Unrealized -8.6%
MPLX MPLX LP 0.0%
Value ($000) $46 Shares 1,250 Est. Cost $32.84 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $46 Shares 930 Est. Cost $31.42 Unrealized +36.9%
HDV ISHARES TR 0.0%
Value ($000) $45 Shares 444 Est. Cost $104.24 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $45 Shares 338 Est. Cost $100.19 Unrealized +5.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $32.51 Unrealized -6.5%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $43 Shares 45 Est. Cost $53.77 Unrealized +17.5%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $32.75 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $41 Shares 295 Est. Cost $135.28 Unrealized -6.7%
O REALTY INCOME CORP 0.0%
Value ($000) $40 Shares 700 Est. Cost $52.38 Unrealized -11.2%
CTVA CORTEVA INC 0.0%
Value ($000) $40 Shares 834 Est. Cost $61.14 Unrealized -23.9%
MCO MOODYS CORP 0.0%
Value ($000) $40 Shares 102 Est. Cost $266.40 Unrealized +28.3%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $40 Shares 1,350 Est. Cost $39.98 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 260 Est. Cost $140.37 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $39 Shares 435 Est. Cost $83.43 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $39 Shares 400 Est. Cost $84.81 Unrealized -1.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $39 Shares 630 Est. Cost $79.85 Unrealized -28.4%
PPL PPL CORP 0.0%
Value ($000) $38 Shares 1,400 Est. Cost $24.79 Unrealized -4.9%
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $29.00 Unrealized +18.9%
KXI ISHARES TR 0.0%
Value ($000) $37 Shares 620 Est. Cost $59.64 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $37 Shares 525 Est. Cost $44.98 Unrealized +29.9%
HSY HERSHEY CO 0.0%
Value ($000) $37 Shares 196 Est. Cost $212.11 Unrealized -16.2%
WELL WELLTOWER INC 0.0%
Value ($000) $36 Shares 400 Est. Cost $59.61 Unrealized +39.3%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $36 Shares 888 Est. Cost $39.91 Unrealized
KEY KEYCORP 0.0%
Value ($000) $36 Shares 2,500 Est. Cost $14.21 Unrealized -25.0%
TFSL TFS FINL CORP 0.0%
Value ($000) $35 Shares 2,400 Est. Cost $10.09 Unrealized +6.5%
IYH ISHARES TR 0.0%
Value ($000) $33 Shares 115 Est. Cost $283.71 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $33 Shares 100 Est. Cost $229.44 Unrealized +27.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $33 Shares 85 Est. Cost $321.54 Unrealized -1.2%
MTRN MATERION CORP 0.0%
Value ($000) $33 Shares 250 Est. Cost $81.64 Unrealized +34.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 103 Est. Cost $213.11 Unrealized
RLI RLI CORP 0.0%
Value ($000) $32 Shares 240 Est. Cost $54.69 Unrealized +13.2%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $11.59 Unrealized -17.3%
ALLE ALLEGION PLC 0.0%
Value ($000) $31 Shares 244 Est. Cost $100.25 Unrealized +3.9%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $31 Shares 140 Est. Cost $205.40 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $30 Shares 196 Est. Cost $77.70 Unrealized +55.1%
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $30 Shares 471 Est. Cost $45.06 Unrealized +24.7%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $29 Shares 4,200 Est. Cost $6.99 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $29 Shares 200 Est. Cost $127.85 Unrealized -3.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $56.25 Unrealized +52.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $28 Shares 200 Est. Cost $159.11 Unrealized -19.2%
AGQ PROSHARES TR II 0.0%
Value ($000) $27 Shares 1,009 Est. Cost $32.00 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $15.18 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $26 Shares 695 Est. Cost $30.96 Unrealized +0.1%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $26 Shares 300 Est. Cost $66.35 Unrealized +20.3%
FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $26 Shares 138 Est. Cost $186.55 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $24 Shares 113 Est. Cost $40.21 Unrealized -2.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $24 Shares 72 Est. Cost $243.83 Unrealized +22.3%
TFII TFI INTL INC 0.0%
Value ($000) $24 Shares 175 Est. Cost $99.82 Unrealized +18.7%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $23 Shares 406 Est. Cost $49.86 Unrealized +7.2%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $23 Shares 300 Est. Cost $91.01 Unrealized -27.3%
R RYDER SYS INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $83.95 Unrealized +25.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $23 Shares 10 Est. Cost $29.88 Unrealized +39.3%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $23 Shares 350 Est. Cost $64.60 Unrealized -7.2%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $22 Shares 640 Est. Cost $29.59 Unrealized +3.3%
VERISIGN INC 0.0%
Value ($000) $22 Shares 108 Est. Cost $205.96 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $21 Shares 238 Est. Cost $80.07 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 100 Est. Cost $183.54 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $12.11 Unrealized -7.7%
NVR NVR INC 0.0%
Value ($000) $21 Shares 3 Est. Cost $4396.05 Unrealized +40.3%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $20 Shares 647 Est. Cost $26.81 Unrealized +6.2%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $8.60 Unrealized
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $20 Shares 264 Est. Cost $76.25 Unrealized
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 +6.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $20 Shares 63 Est. Cost $224.35 Unrealized +17.7%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 310 Est. Cost $70.50 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $20 Shares 473 Est. Cost $40.82 Unrealized -9.8%
SLV ISHARES SILVER TR 0.0%
Value ($000) $19 Shares 854 Est. Cost $22.02 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $18 Shares 145 Est. Cost $99.06 Unrealized +15.8%
NDAQ NASDAQ INC 0.0%
Value ($000) $18 Shares 315 Est. Cost $59.57 Unrealized -14.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $18 Shares 176 Est. Cost $86.19 Unrealized
DGP DEUTSCHE BK AG LONDON BRH 0.0%
Value ($000) $17 Shares 380 Est. Cost $37.23 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $16 Shares 203 Est. Cost $80.91 Unrealized -11.3%
GSK GSK PLC 0.0%
Value ($000) $16 Shares 444 Est. Cost $36.05 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $16 Shares 42 Est. Cost $336.76 Unrealized +13.9%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $16 Shares 500 Est. Cost $34.37 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $15 Shares 348 Est. Cost $50.83 Unrealized -8.4%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $14 Shares 600 Est. Cost $15.53 Unrealized +21.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $14 Shares 125 Est. Cost $97.83 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $13 Shares 259 Est. Cost $42.53 Unrealized +1.6%
XPO XPO INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $33.69 Unrealized +141.9%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $13 Shares 900 Est. Cost $13.10 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 452 Est. Cost $24.19 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $12 Shares 122 Est. Cost $36.78 Unrealized +18.0%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $12 Shares 907 Est. Cost $12.65 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.22 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $84.89 Unrealized +23.9%
IWM ISHARES TR 0.0%
Value ($000) $10 Shares 52 Est. Cost $174.37 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.58 Unrealized -3.1%
INTC INTEL CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $34.22 Unrealized +17.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $10 Shares 11 Est. Cost $733.79 Unrealized +11.6%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $9 Shares 150 Est. Cost $40.10 Unrealized +39.7%
IT GARTNER INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $322.72 Unrealized +23.8%
KELLANOVA 0.0%
Value ($000) $8 Shares 150 Est. Cost $60.91 Unrealized -19.9%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $8 Shares 125 Est. Cost $70.11 Unrealized
BCE BCE INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.34 Unrealized -8.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 18 Est. Cost $351.33 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $43.65 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 Shares 100 Est. Cost $81.68 Unrealized -11.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 119 Est. Cost $68.99 Unrealized -24.6%
KRE SPDR SER TR 0.0%
Value ($000) $7 Shares 133 Est. Cost $52.44 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $7 Shares 88 Est. Cost $50.89 Unrealized +34.1%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $7 Shares 80 Est. Cost $139.44 Unrealized -38.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $197.50 Unrealized +15.1%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $6 Shares 270 Est. Cost $15.26 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $218.37 Unrealized -9.9%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $5 Shares 150 Est. Cost $44.17 Unrealized -25.3%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $5 Shares 96 Est. Cost $50.59 Unrealized -1.8%
HLN HALEON PLC 0.0%
Value ($000) $4 Shares 455 Est. Cost $8.33 Unrealized
LILMF LILIUM N V 0.0%
Value ($000) $3 Shares 3,250 Est. Cost $1.07 Unrealized -14.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 48 Est. Cost $74.54 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $3 Shares 18 Est. Cost $174.62 Unrealized 0.0%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $3 Shares 72 Est. Cost $52.53 Unrealized -8.6%
F FORD MTR CO DEL 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.07 Unrealized -4.3%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $2 Shares 196 Est. Cost $13.29 Unrealized -15.6%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.53 Unrealized -0.3%
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 289 Est. Cost $6.36 Unrealized
HGTY HAGERTY INC 0.0%
Value ($000) $1 Shares 165 Est. Cost $8.70 Unrealized -6.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $245.25 Unrealized +5.5%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $2.26 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.85 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.81 Unrealized
FIRST TR ENERGY INCOME & GRO 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.58 Unrealized
WESTROCK CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.18 Unrealized
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.51 Unrealized -11.9%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 47 Est. Cost $9.49 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.74 Unrealized +73.6%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.76 Unrealized +16.2%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $6.53 Unrealized -47.2%
ORCHARD THERAPEUTICS PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $16.56 Unrealized