Compass Wealth Management LLC Diversified Active

CIK: 0001965653 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 5, 2024

Total Value ($000): $399,452 (100.0% shares, 0.0% debt)

Holdings (386)

AVGO BROADCOM INC 4.7%
Value ($000) $18,765 Shares 14,158 Est. Cost $48.94 Unrealized +147.7%
RSP INVESCO EXCHANGE TRADED FD T 4.5%
Value ($000) $18,012 Shares 106,344 Est. Cost $142.99 Unrealized
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $10,462 Shares 52,232 Est. Cost $117.65 Unrealized +47.6%
AMAT APPLIED MATLS INC 2.5%
Value ($000) $10,106 Shares 49,005 Est. Cost $93.28 Unrealized +93.4%
STZ CONSTELLATION BRANDS INC 2.4%
Value ($000) $9,569 Shares 35,210 Est. Cost $227.82 Unrealized +6.8%
APD AIR PRODS & CHEMS INC 1.8%
Value ($000) $7,252 Shares 29,935 Est. Cost $251.16 Unrealized -7.4%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $7,065 Shares 44,790 Est. Cost $150.44 Unrealized -7.6%
GOOGL ALPHABET INC 1.7%
Value ($000) $6,789 Shares 44,982 Est. Cost $94.32 Unrealized +50.5%
AEIS ADVANCED ENERGY INDS 1.7%
Value ($000) $6,630 Shares 65,013 Est. Cost $83.87 Unrealized +20.9%
DHR DANAHER CORPORATION 1.5%
Value ($000) $6,065 Shares 24,288 Est. Cost $223.31 Unrealized +8.1%
C CITIGROUP INC 1.5%
Value ($000) $5,959 Shares 94,231 Est. Cost $44.21 Unrealized +18.8%
COTY COTY INC 1.5%
Value ($000) $5,936 Shares 496,325 Est. Cost $7.94 Unrealized +53.6%
GOOG ALPHABET INC 1.5%
Value ($000) $5,886 Shares 38,656 Est. Cost $94.73 Unrealized +51.2%
BX BLACKSTONE INC 1.5%
Value ($000) $5,877 Shares 44,733 Est. Cost $80.96 Unrealized +46.6%
BUD ANHEUSER BUSCH INBEV SA/NV 1.5%
Value ($000) $5,823 Shares 95,812 Est. Cost $60.72 Unrealized
FISV FISERV INC 1.5%
Value ($000) $5,805 Shares 36,324 Est. Cost $99.87 Unrealized +45.8%
LLY ELI LILLY & CO 1.4%
Value ($000) $5,683 Shares 7,305 Est. Cost $345.79 Unrealized +103.2%
MDT MEDTRONIC PLC 1.4%
Value ($000) $5,607 Shares 64,340 Est. Cost $74.50 Unrealized +8.3%
TJX TJX COS INC NEW 1.4%
Value ($000) $5,569 Shares 54,908 Est. Cost $71.45 Unrealized +32.4%
HCA HCA HEALTHCARE INC 1.4%
Value ($000) $5,472 Shares 16,407 Est. Cost $218.18 Unrealized +38.0%
ADBE ADOBE INC 1.3%
Value ($000) $5,253 Shares 10,411 Est. Cost $330.99 Unrealized +73.2%
ABBV ABBVIE INC 1.3%
Value ($000) $5,212 Shares 28,624 Est. Cost $137.48 Unrealized +17.8%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value ($000) $5,168 Shares 69,665 Est. Cost $53.85 Unrealized +16.2%
PINS PINTEREST INC 1.3%
Value ($000) $5,130 Shares 147,975 Est. Cost $29.65 Unrealized +22.6%
MSFT MICROSOFT CORP 1.3%
Value ($000) $5,130 Shares 12,194 Est. Cost $241.85 Unrealized +65.1%
MAR MARRIOTT INTL INC NEW 1.3%
Value ($000) $5,121 Shares 20,297 Est. Cost $149.19 Unrealized +59.3%
CP CANADIAN PACIFIC KANSAS CITY 1.3%
Value ($000) $5,020 Shares 56,871 Est. Cost $77.36 Unrealized +7.1%
CVS CVS HEALTH CORP 1.2%
Value ($000) $4,899 Shares 61,420 Est. Cost $85.94 Unrealized -17.6%
DBX DROPBOX INC 1.2%
Value ($000) $4,757 Shares 195,742 Est. Cost $22.21 Unrealized +26.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value ($000) $4,756 Shares 34,957 Est. Cost $74.49 Unrealized
WMB WILLIAMS COS INC 1.2%
Value ($000) $4,692 Shares 120,399 Est. Cost $27.90 Unrealized +18.3%
SMG SCOTTS MIRACLE-GRO CO 1.1%
Value ($000) $4,471 Shares 59,936 Est. Cost $50.42 Unrealized +12.7%
NUE NUCOR CORP 1.1%
Value ($000) $4,413 Shares 22,299 Est. Cost $129.61 Unrealized +36.7%
FDX FEDEX CORP 1.1%
Value ($000) $4,282 Shares 14,779 Est. Cost $155.01 Unrealized +54.7%
PEP PEPSICO INC 1.1%
Value ($000) $4,214 Shares 24,079 Est. Cost $160.75 Unrealized -2.2%
J JACOBS SOLUTIONS INC 1.0%
Value ($000) $4,182 Shares 27,201 Est. Cost $106.73 Unrealized +8.0%
RTX CORPORATION 1.0%
Value ($000) $3,987 Shares 40,884 Est. Cost $84.14 Unrealized
PNR PENTAIR PLC 1.0%
Value ($000) $3,987 Shares 46,667 Est. Cost $41.96 Unrealized +77.3%
CCI CROWN CASTLE INC 1.0%
Value ($000) $3,966 Shares 37,475 Est. Cost $101.56 Unrealized -3.8%
CSCO CISCO SYS INC 0.9%
Value ($000) $3,715 Shares 74,436 Est. Cost $41.47 Unrealized +13.9%
SPYM SPDR SER TR 0.9%
Value ($000) $3,668 Shares 59,608 Est. Cost $52.88 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $3,431 Shares 15,068 Est. Cost $142.71 Unrealized +42.2%
INTU INTUIT 0.9%
Value ($000) $3,421 Shares 5,263 Est. Cost $388.88 Unrealized +62.3%
ABT ABBOTT LABS 0.8%
Value ($000) $3,379 Shares 29,732 Est. Cost $97.54 Unrealized +13.6%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $3,375 Shares 77,847 Est. Cost $34.58 Unrealized +17.5%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $3,294 Shares 15,456 Est. Cost $153.18 Unrealized +24.7%
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $3,156 Shares 15,974 Est. Cost $186.71 Unrealized -0.3%
BLACKROCK INC 0.8%
Value ($000) $3,116 Shares 3,738 Est. Cost $708.63 Unrealized
SCHW SCHWAB CHARLES CORP 0.8%
Value ($000) $3,059 Shares 42,288 Est. Cost $74.21 Unrealized -13.4%
MOG/A MOOG INC 0.7%
Value ($000) $2,975 Shares 18,633 Est. Cost $81.66 Unrealized +78.1%
GLW CORNING INC 0.7%
Value ($000) $2,820 Shares 85,560 Est. Cost $29.73 Unrealized +2.4%
TRAVELERS COMPANIES INC 0.7%
Value ($000) $2,755 Shares 11,970 Est. Cost $190.49 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,714 Shares 5,188 Est. Cost $388.49 Unrealized
VFC V F CORP 0.6%
Value ($000) $2,574 Shares 167,806 Est. Cost $16.09 Unrealized 0.0%
V VISA INC 0.6%
Value ($000) $2,573 Shares 9,221 Est. Cost $196.98 Unrealized +38.3%
CB CHUBB LIMITED 0.6%
Value ($000) $2,554 Shares 9,856 Est. Cost $208.77 Unrealized +15.5%
EOG EOG RES INC 0.6%
Value ($000) $2,536 Shares 19,834 Est. Cost $115.94 Unrealized -4.8%
NKE NIKE INC 0.6%
Value ($000) $2,436 Shares 25,918 Est. Cost $95.30 Unrealized +2.6%
SPMD SPDR SER TR 0.6%
Value ($000) $2,341 Shares 43,895 Est. Cost $46.72 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $2,309 Shares 13,466 Est. Cost $150.93 Unrealized +19.4%
OPCH OPTION CARE HEALTH INC 0.6%
Value ($000) $2,283 Shares 68,075 Est. Cost $32.37 Unrealized 0.0%
WMT WALMART INC 0.5%
Value ($000) $2,179 Shares 36,210 Est. Cost $53.34 Unrealized +5.1%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $2,167 Shares 46,092 Est. Cost $35.03 Unrealized +12.5%
SPSM SPDR SER TR 0.5%
Value ($000) $2,157 Shares 50,116 Est. Cost $39.45 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,143 Shares 4,450 Est. Cost $323.40 Unrealized +40.0%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,123 Shares 2,898 Est. Cost $468.77 Unrealized +50.8%
IJR ISHARES TR 0.5%
Value ($000) $2,119 Shares 19,174 Est. Cost $94.64 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $2,107 Shares 18,580 Est. Cost $84.53 Unrealized +17.6%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $2,007 Shares 109,454 Est. Cost $15.33 Unrealized +4.2%
IPAC ISHARES TR 0.5%
Value ($000) $1,910 Shares 30,171 Est. Cost $58.40 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $1,859 Shares 3,341 Est. Cost $442.80 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,749 Shares 8,519 Est. Cost $178.76 Unrealized +1.1%
VRNS VARONIS SYS INC 0.4%
Value ($000) $1,725 Shares 36,578 Est. Cost $47.62 Unrealized 0.0%
NVS NOVARTIS AG 0.4%
Value ($000) $1,705 Shares 17,625 Est. Cost $90.96 Unrealized
CME CME GROUP INC 0.4%
Value ($000) $1,672 Shares 7,765 Est. Cost $150.96 Unrealized +30.7%
TARGET CORP 0.4%
Value ($000) $1,665 Shares 9,393 Est. Cost $142.42 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,598 Shares 9,852 Est. Cost $129.79 Unrealized +15.5%
INTC INTEL CORP 0.4%
Value ($000) $1,566 Shares 35,457 Est. Cost $43.99 Unrealized +0.1%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $1,534 Shares 20,013 Est. Cost $25.00 Unrealized +14.2%
AZO AUTOZONE INC 0.3%
Value ($000) $1,283 Shares 407 Est. Cost $2416.82 Unrealized +18.3%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $1,242 Shares 4,260 Est. Cost $219.81 Unrealized +20.1%
HXL HEXCEL CORP NEW 0.3%
Value ($000) $1,176 Shares 16,145 Est. Cost $57.27 Unrealized +25.6%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,134 Shares 7,017 Est. Cost $139.19 Unrealized +1.4%
RIO RIO TINTO PLC 0.3%
Value ($000) $1,088 Shares 17,071 Est. Cost $71.20 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $1,055 Shares 10,776 Est. Cost $85.18 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value ($000) $1,040 Shares 7,880 Est. Cost $94.10 Unrealized +23.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,026 Shares 6,905 Est. Cost $150.91 Unrealized -9.6%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,024 Shares 5,678 Est. Cost $123.75 Unrealized +34.9%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $1,003 Shares 10,108 Est. Cost $70.16 Unrealized +27.6%
KMX CARMAX INC 0.2%
Value ($000) $967 Shares 11,100 Est. Cost $66.22 Unrealized +14.2%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $896 Shares 24,959 Est. Cost $27.57 Unrealized +15.8%
REYN REYNOLDS CONSUMER PRODS INC 0.2%
Value ($000) $872 Shares 30,525 Est. Cost $26.63 Unrealized -2.0%
DEO DIAGEO PLC 0.2%
Value ($000) $825 Shares 5,545 Est. Cost $178.19 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $813 Shares 1,568 Est. Cost $484.45 Unrealized -0.5%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $808 Shares 3,266 Est. Cost $223.22 Unrealized +3.3%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $795 Shares 1,368 Est. Cost $524.96 Unrealized +6.2%
WRB BERKLEY W R CORP 0.2%
Value ($000) $786 Shares 8,889 Est. Cost $44.51 Unrealized +15.5%
HUBB HUBBELL INC 0.2%
Value ($000) $753 Shares 1,815 Est. Cost $346.42 Unrealized +2.0%
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $745 Shares 3,125 Est. Cost $174.26 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $718 Shares 1,804 Est. Cost $331.33 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $672 Shares 3,398 Est. Cost $147.75 Unrealized +26.1%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $619 Shares 10,651 Est. Cost $38.88 Unrealized +41.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $616 Shares 2,960 Est. Cost $124.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $616 Shares 1,465 Est. Cost $322.08 Unrealized +22.1%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $605 Shares 6,804 Est. Cost $78.90 Unrealized -1.9%
ABNB AIRBNB INC 0.2%
Value ($000) $602 Shares 3,650 Est. Cost $114.42 Unrealized +32.3%
TSN TYSON FOODS INC 0.1%
Value ($000) $580 Shares 9,875 Est. Cost $58.31 Unrealized -11.9%
IVV ISHARES TR 0.1%
Value ($000) $567 Shares 1,079 Est. Cost $428.28 Unrealized
RVTY REVVITY INC 0.1%
Value ($000) $564 Shares 5,373 Est. Cost $133.52 Unrealized -20.7%
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $559 Shares 3,025 Est. Cost $28.91 Unrealized +19.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $535 Shares 3,379 Est. Cost $157.06 Unrealized -4.3%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $527 Shares 4,070 Est. Cost $45.99 Unrealized +136.6%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $513 Shares 14,125 Est. Cost $33.92 Unrealized -10.1%
SYY SYSCO CORP 0.1%
Value ($000) $492 Shares 6,064 Est. Cost $73.92 Unrealized +0.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $490 Shares 3,787 Est. Cost $112.73 Unrealized +1.2%
IWF ISHARES TR 0.1%
Value ($000) $485 Shares 1,440 Est. Cost $220.71 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $483 Shares 6,305 Est. Cost $76.37 Unrealized
BARNES GROUP INC 0.1%
Value ($000) $464 Shares 12,501 Est. Cost $38.13 Unrealized
JETBLUE AIRWAYS CORP 0.1%
Value ($000) $436 Shares 500,000 Est. Cost $0.72 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $416 Shares 7,662 Est. Cost $65.23 Unrealized -29.2%
LOW LOWES COS INC 0.1%
Value ($000) $408 Shares 1,600 Est. Cost $188.18 Unrealized +18.0%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $402 Shares 4,640 Est. Cost $55.12 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $399 Shares 2,338 Est. Cost $114.07 Unrealized +19.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $381 Shares 1,787 Est. Cost $210.28 Unrealized -3.8%
KR KROGER CO 0.1%
Value ($000) $380 Shares 6,645 Est. Cost $42.86 Unrealized +10.4%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $358 Shares 2,120 Est. Cost $150.47 Unrealized +2.2%
SHOP SHOPIFY INC 0.1%
Value ($000) $346 Shares 4,490 Est. Cost $35.02 Unrealized +125.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $342 Shares 751 Est. Cost $426.55 Unrealized -2.5%
DOV DOVER CORP 0.1%
Value ($000) $336 Shares 1,897 Est. Cost $127.77 Unrealized +23.4%
ETN EATON CORP PLC 0.1%
Value ($000) $331 Shares 1,060 Est. Cost $149.37 Unrealized +79.2%
HD HOME DEPOT INC 0.1%
Value ($000) $330 Shares 859 Est. Cost $281.52 Unrealized +23.8%
INVESCO QQQ TR 0.1%
Value ($000) $323 Shares 728 Est. Cost $411.65 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $307 Shares 2,117 Est. Cost $114.80 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $301 Shares 1,379 Est. Cost $234.65 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $297 Shares 2,745 Est. Cost $81.21 Unrealized +20.8%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $292 Shares 2,315 Est. Cost $114.11 Unrealized +2.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $289 Shares 3,213 Est. Cost $69.73 Unrealized +16.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $288 Shares 1,652 Est. Cost $150.81 Unrealized +4.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $286 Shares 1,925 Est. Cost $111.91 Unrealized +38.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $280 Shares 2,409 Est. Cost $98.17 Unrealized -0.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $278 Shares 653 Est. Cost $321.12 Unrealized +33.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $271 Shares 3,026 Est. Cost $63.88 Unrealized +28.2%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $268 Shares 3,750 Est. Cost $37.02 Unrealized +75.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $266 Shares 5,300 Est. Cost $56.25 Unrealized -25.7%
IEFA ISHARES TR 0.1%
Value ($000) $258 Shares 3,477 Est. Cost $68.34 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $255 Shares 1,561 Est. Cost $92.21 Unrealized +46.4%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $255 Shares 5,320 Est. Cost $36.59 Unrealized +10.6%
ADAM NAT RES FD INC 0.1%
Value ($000) $254 Shares 11,011 Est. Cost $20.82 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $234 Shares 824 Est. Cost $242.73 Unrealized +13.7%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $229 Shares 7,856 Est. Cost $33.54 Unrealized -11.6%
GENERAL AMERN INVS CO INC 0.1%
Value ($000) $225 Shares 4,848 Est. Cost $41.72 Unrealized
HPQ HP INC 0.1%
Value ($000) $222 Shares 7,350 Est. Cost $24.56 Unrealized +11.2%
PFE PFIZER INC 0.1%
Value ($000) $212 Shares 7,656 Est. Cost $30.58 Unrealized -19.4%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $210 Shares 700 Est. Cost $159.34 Unrealized +67.6%
BHP BHP GROUP LTD 0.1%
Value ($000) $208 Shares 3,610 Est. Cost $62.05 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $200 Shares 971 Est. Cost $176.87 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $197 Shares 1,569 Est. Cost $73.20 Unrealized +53.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $195 Shares 1,408 Est. Cost $114.06 Unrealized +12.9%
MGA MAGNA INTL INC 0.0%
Value ($000) $191 Shares 3,500 Est. Cost $49.95 Unrealized +2.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $189 Shares 1,600 Est. Cost $53.81 Unrealized +66.9%
IJH ISHARES TR 0.0%
Value ($000) $188 Shares 3,090 Est. Cost $117.01 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $184 Shares 2,570 Est. Cost $63.64 Unrealized +1.7%
BA BOEING CO 0.0%
Value ($000) $183 Shares 949 Est. Cost $163.57 Unrealized +25.6%
IVW ISHARES TR 0.0%
Value ($000) $182 Shares 2,158 Est. Cost $72.39 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $181 Shares 1,419 Est. Cost $109.40 Unrealized -1.6%
CDW CDW CORP 0.0%
Value ($000) $180 Shares 704 Est. Cost $168.86 Unrealized +37.2%
FTV FORTIVE CORP 0.0%
Value ($000) $170 Shares 1,979 Est. Cost $47.79 Unrealized +26.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $168 Shares 1,375 Est. Cost $93.23 Unrealized +9.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $167 Shares 300 Est. Cost $275.48 Unrealized +81.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $160 Shares 2,544 Est. Cost $83.64 Unrealized -34.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $158 Shares 830 Est. Cost $126.25 Unrealized +36.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $158 Shares 785 Est. Cost $106.44 Unrealized +54.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $156 Shares 1,709 Est. Cost $87.95 Unrealized +0.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $154 Shares 615 Est. Cost $203.81 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $146 Shares 374 Est. Cost $328.87 Unrealized +40.6%
BKLC BNY MELLON ETF TRUST 0.0%
Value ($000) $142 Shares 1,422 Est. Cost $90.39 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $140 Shares 1,583 Est. Cost $73.75 Unrealized +11.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $138 Shares 2,400 Est. Cost $39.25 Unrealized +34.2%
CMI CUMMINS INC 0.0%
Value ($000) $138 Shares 469 Est. Cost $220.78 Unrealized +12.1%
LAM RESEARCH CORP 0.0%
Value ($000) $137 Shares 141 Est. Cost $420.30 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $134 Shares 1,020 Est. Cost $116.80 Unrealized +3.4%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $132 Shares 3,000 Est. Cost $30.07 Unrealized +31.0%
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $130 Shares 2,581 Est. Cost $50.26 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $129 Shares 373 Est. Cost $507.93 Unrealized -27.2%
META META PLATFORMS INC 0.0%
Value ($000) $121 Shares 250 Est. Cost $247.17 Unrealized +79.3%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $121 Shares 1,240 Est. Cost $84.42 Unrealized +3.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $121 Shares 4,150 Est. Cost $25.22 Unrealized
UNILEVER PLC 0.0%
Value ($000) $118 Shares 2,351 Est. Cost $50.35 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $111 Shares 1,184 Est. Cost $76.80 Unrealized +8.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $110 Shares 121 Est. Cost $20.68 Unrealized +250.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $107 Shares 217 Est. Cost $498.19 Unrealized -1.9%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $106 Shares 248 Est. Cost $389.46 Unrealized +10.1%
TIP ISHARES TR 0.0%
Value ($000) $102 Shares 950 Est. Cost $106.44 Unrealized
DE DEERE & CO 0.0%
Value ($000) $102 Shares 248 Est. Cost $388.70 Unrealized -4.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $102 Shares 600 Est. Cost $108.85 Unrealized +36.5%
DOW DOW INC 0.0%
Value ($000) $98 Shares 1,688 Est. Cost $41.44 Unrealized +18.2%
MTB M & T BK CORP 0.0%
Value ($000) $97 Shares 666 Est. Cost $147.80 Unrealized -11.6%
IYF ISHARES TR 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $75.47 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $95 Shares 262 Est. Cost $298.87 Unrealized +6.3%
ITOT ISHARES TR 0.0%
Value ($000) $95 Shares 824 Est. Cost $84.80 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $94 Shares 1,466 Est. Cost $73.82 Unrealized -25.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $91 Shares 350 Est. Cost $191.19 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $91 Shares 2,150 Est. Cost $34.20 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $89 Shares 754 Est. Cost $86.71 Unrealized +13.7%
BKIE BNY MELLON ETF TRUST 0.0%
Value ($000) $88 Shares 1,169 Est. Cost $71.49 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $87 Shares 348 Est. Cost $122.94 Unrealized +93.7%
IXN ISHARES TR 0.0%
Value ($000) $86 Shares 1,146 Est. Cost $44.83 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $84 Shares 384 Est. Cost $172.83 Unrealized +19.2%
EQNR EQUINOR ASA 0.0%
Value ($000) $83 Shares 3,055 Est. Cost $35.81 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $82 Shares 1,800 Est. Cost $35.76 Unrealized +6.3%
MOS MOSAIC CO NEW 0.0%
Value ($000) $81 Shares 2,500 Est. Cost $44.52 Unrealized -32.5%
SONY SONY GROUP CORP 0.0%
Value ($000) $77 Shares 900 Est. Cost $85.74 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $76 Shares 553 Est. Cost $95.52 Unrealized +35.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $75 Shares 548 Est. Cost $93.83 Unrealized +50.3%
POOL POOL CORP 0.0%
Value ($000) $75 Shares 187 Est. Cost $303.50 Unrealized +25.2%
FORTINET INC 0.0%
Value ($000) $75 Shares 1,095 Est. Cost $58.53 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $74 Shares 803 Est. Cost $53.09 Unrealized +51.4%
ASML ASML HOLDING N V 0.0%
Value ($000) $74 Shares 76 Est. Cost $546.40 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $72 Shares 1,180 Est. Cost $35.98 Unrealized +52.4%
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $71 Shares 750 Est. Cost $92.24 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $71 Shares 4,500 Est. Cost $13.07 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $72.93 Unrealized -16.9%
SDY SPDR SER TR 0.0%
Value ($000) $70 Shares 530 Est. Cost $125.11 Unrealized
SKECHERS U S A INC 0.0%
Value ($000) $67 Shares 1,100 Est. Cost $41.95 Unrealized
DECIPHERA PHARMACEUTICALS IN 0.0%
Value ($000) $67 Shares 4,250 Est. Cost $16.39 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $67 Shares 400 Est. Cost $87.66 Unrealized +74.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $67 Shares 267 Est. Cost $228.99 Unrealized +2.3%
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $66 Shares 6,831 Est. Cost $9.46 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $66 Shares 190 Est. Cost $265.47 Unrealized +33.6%
PRI PRIMERICA INC 0.0%
Value ($000) $65 Shares 256 Est. Cost $139.31 Unrealized +69.8%
NUVL NUVALENT INC 0.0%
Value ($000) $64 Shares 850 Est. Cost $61.88 Unrealized +28.6%
GGG GRACO INC 0.0%
Value ($000) $63 Shares 679 Est. Cost $63.99 Unrealized +34.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $62 Shares 525 Est. Cost $101.69 Unrealized +7.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $60 Shares 335 Est. Cost $66.01 Unrealized +164.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $60 Shares 165 Est. Cost $206.59 Unrealized +50.6%
USMV ISHARES TR 0.0%
Value ($000) $59 Shares 700 Est. Cost $72.10 Unrealized
BP BP PLC 0.0%
Value ($000) $58 Shares 1,534 Est. Cost $36.48 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $57 Shares 395 Est. Cost $121.88 Unrealized +6.2%
CG CARLYLE GROUP INC 0.0%
Value ($000) $57 Shares 1,215 Est. Cost $40.68 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $56 Shares 1,470 Est. Cost $31.71 Unrealized +3.4%
SPTM SPDR SER TR 0.0%
Value ($000) $55 Shares 853 Est. Cost $48.66 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $54 Shares 500 Est. Cost $87.06 Unrealized +32.4%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $54 Shares 345 Est. Cost $93.48 Unrealized +42.5%
EFX EQUIFAX INC 0.0%
Value ($000) $54 Shares 200 Est. Cost $178.71 Unrealized +40.5%
T AT&T INC 0.0%
Value ($000) $52 Shares 2,955 Est. Cost $15.11 Unrealized +3.4%
DVY ISHARES TR 0.0%
Value ($000) $51 Shares 416 Est. Cost $120.60 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $51 Shares 45 Est. Cost $53.77 Unrealized +30.1%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $50 Shares 446 Est. Cost $71.47 Unrealized +43.7%
USB US BANCORP DEL 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $35.20 Unrealized +9.8%
HDV ISHARES TR 0.0%
Value ($000) $49 Shares 444 Est. Cost $104.24 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $48 Shares 800 Est. Cost $45.29 Unrealized
MMM 3M CO 0.0%
Value ($000) $47 Shares 445 Est. Cost $90.68 Unrealized -12.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $47 Shares 190 Est. Cost $149.35 Unrealized +49.3%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $47 Shares 103 Est. Cost $412.86 Unrealized +10.7%
OGE OGE ENERGY CORP 0.0%
Value ($000) $46 Shares 1,350 Est. Cost $37.75 Unrealized -11.1%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $45 Shares 440 Est. Cost $72.00 Unrealized +16.8%
CTVA CORTEVA INC 0.0%
Value ($000) $44 Shares 770 Est. Cost $61.14 Unrealized -17.2%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $32.75 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $32.51 Unrealized +0.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $44 Shares 900 Est. Cost $48.99 Unrealized -13.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $44 Shares 338 Est. Cost $100.19 Unrealized +22.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $42 Shares 775 Est. Cost $46.08 Unrealized +3.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 260 Est. Cost $140.37 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $42 Shares 525 Est. Cost $44.98 Unrealized +51.3%
MPLX MPLX LP 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $32.84 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $41 Shares 435 Est. Cost $83.43 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $41 Shares 1,350 Est. Cost $39.98 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $40 Shares 930 Est. Cost $31.42 Unrealized +41.6%
MCO MOODYS CORP 0.0%
Value ($000) $40 Shares 102 Est. Cost $266.40 Unrealized +42.6%
KEY KEYCORP 0.0%
Value ($000) $40 Shares 2,500 Est. Cost $14.21 Unrealized -7.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $39 Shares 295 Est. Cost $135.28 Unrealized -7.4%
PPL PPL CORP 0.0%
Value ($000) $39 Shares 1,400 Est. Cost $24.79 Unrealized +0.7%
HSY HERSHEY CO 0.0%
Value ($000) $38 Shares 196 Est. Cost $212.11 Unrealized -14.2%
O REALTY INCOME CORP 0.0%
Value ($000) $38 Shares 700 Est. Cost $52.38 Unrealized -7.2%
KXI ISHARES TR 0.0%
Value ($000) $38 Shares 620 Est. Cost $59.64 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $38 Shares 888 Est. Cost $39.91 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $59.61 Unrealized +46.2%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $36.92 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $31.17 Unrealized
RLI RLI CORP 0.0%
Value ($000) $36 Shares 240 Est. Cost $54.69 Unrealized +21.5%
IYH ISHARES TR 0.0%
Value ($000) $36 Shares 575 Est. Cost $106.26 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $36 Shares 85 Est. Cost $321.54 Unrealized +15.8%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 103 Est. Cost $213.11 Unrealized
MTRN MATERION CORP 0.0%
Value ($000) $33 Shares 250 Est. Cost $81.64 Unrealized +55.2%
ALLE ALLEGION PLC 0.0%
Value ($000) $33 Shares 244 Est. Cost $100.25 Unrealized +25.0%
DHI D R HORTON INC 0.0%
Value ($000) $32 Shares 196 Est. Cost $77.70 Unrealized +89.4%
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $31 Shares 471 Est. Cost $45.06 Unrealized +43.7%
GPC GENUINE PARTS CO 0.0%
Value ($000) $31 Shares 200 Est. Cost $159.11 Unrealized -13.6%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $31 Shares 1,500 Est. Cost $15.18 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $31 Shares 200 Est. Cost $127.85 Unrealized +9.6%
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $29.00 Unrealized +13.3%
TFSL TFS FINL CORP 0.0%
Value ($000) $30 Shares 2,400 Est. Cost $10.09 Unrealized +11.0%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $30 Shares 140 Est. Cost $205.40 Unrealized
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $30 Shares 475 Est. Cost $62.83 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $30 Shares 113 Est. Cost $40.21 Unrealized +15.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $29 Shares 695 Est. Cost $30.96 Unrealized +16.0%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $29 Shares 2,500 Est. Cost $11.59 Unrealized -10.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $29 Shares 10 Est. Cost $29.88 Unrealized +71.2%
AGQ PROSHARES TR II 0.0%
Value ($000) $29 Shares 1,009 Est. Cost $32.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $29 Shares 72 Est. Cost $243.83 Unrealized +55.0%
FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 138 Est. Cost $186.55 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $28 Shares 290 Est. Cost $84.81 Unrealized +4.3%
TFII TFI INTL INC 0.0%
Value ($000) $28 Shares 175 Est. Cost $99.82 Unrealized +43.3%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $28 Shares 210 Est. Cost $121.35 Unrealized 0.0%
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $25 Shares 264 Est. Cost $76.25 Unrealized
NVR NVR INC 0.0%
Value ($000) $24 Shares 3 Est. Cost $4396.05 Unrealized +69.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $24 Shares 406 Est. Cost $49.86 Unrealized +15.3%
R RYDER SYS INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $83.95 Unrealized +35.6%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $24 Shares 238 Est. Cost $80.07 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $12.11 Unrealized +11.2%
KKR KKR & CO INC 0.0%
Value ($000) $23 Shares 228 Est. Cost $90.96 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 100 Est. Cost $183.54 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 240 Est. Cost $87.47 Unrealized
OXM OXFORD INDS INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $100.58 Unrealized 0.0%
NTRA NATERA INC 0.0%
Value ($000) $22 Shares 240 Est. Cost $75.21 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $22 Shares 63 Est. Cost $224.35 Unrealized +39.7%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $22 Shares 300 Est. Cost $91.01 Unrealized -25.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $21 Shares 550 Est. Cost $29.99 Unrealized +12.1%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $21 Shares 350 Est. Cost $64.60 Unrealized -6.5%
VERISIGN INC 0.0%
Value ($000) $20 Shares 108 Est. Cost $205.96 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 310 Est. Cost $70.50 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $20 Shares 315 Est. Cost $59.57 Unrealized -5.3%
LIN LINDE PLC 0.0%
Value ($000) $20 Shares 42 Est. Cost $336.76 Unrealized +25.4%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 176 Est. Cost $86.19 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $19 Shares 854 Est. Cost $22.02 Unrealized
GSK GSK PLC 0.0%
Value ($000) $19 Shares 444 Est. Cost $36.05 Unrealized
DGP DEUTSCHE BK AG LONDON BRH 0.0%
Value ($000) $19 Shares 380 Est. Cost $37.23 Unrealized
XPO XPO INC 0.0%
Value ($000) $18 Shares 150 Est. Cost $33.69 Unrealized +217.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $18 Shares 145 Est. Cost $99.06 Unrealized +21.8%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.37 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $17 Shares 473 Est. Cost $40.82 Unrealized -18.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $79.85 Unrealized -23.3%
DISCOVER FINL SVCS 0.0%
Value ($000) $16 Shares 125 Est. Cost $97.83 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $29.59 Unrealized +17.2%
PROGYNY INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $38.15 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $14 Shares 122 Est. Cost $36.78 Unrealized +40.2%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $14 Shares 348 Est. Cost $50.83 Unrealized -22.3%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $13 Shares 900 Est. Cost $13.10 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $13 Shares 259 Est. Cost $42.53 Unrealized +15.0%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 452 Est. Cost $24.19 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $84.89 Unrealized +33.1%
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) $12 Shares 250 Est. Cost $40.58 Unrealized +5.6%
XJR ISHARES TR 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.22 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $11 Shares 52 Est. Cost $174.37 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $80.91 Unrealized -6.1%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $11 Shares 11 Est. Cost $733.79 Unrealized +28.9%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $10 Shares 125 Est. Cost $70.11 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 16 Est. Cost $43.65 Unrealized +29.2%
IT GARTNER INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $322.72 Unrealized +42.6%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $9 Shares 1,150 Est. Cost $15.65 Unrealized -37.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 18 Est. Cost $351.33 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $9 Shares 988 Est. Cost $11.88 Unrealized -18.9%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $9 Shares 80 Est. Cost $139.44 Unrealized -35.2%
KELLANOVA 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.91 Unrealized -14.7%
IR INGERSOLL RAND INC 0.0%
Value ($000) $8 Shares 88 Est. Cost $50.89 Unrealized +67.8%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $8 Shares 150 Est. Cost $40.10 Unrealized +34.8%
CNC CENTENE CORP DEL 0.0%
Value ($000) $8 Shares 100 Est. Cost $81.68 Unrealized -5.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 119 Est. Cost $68.99 Unrealized -23.8%
BCE BCE INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.34 Unrealized -8.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $197.50 Unrealized +25.4%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.53 Unrealized -7.2%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $218.37 Unrealized +9.4%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $6 Shares 96 Est. Cost $50.59 Unrealized +3.1%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $5 Shares 150 Est. Cost $44.17 Unrealized -20.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $5 Shares 270 Est. Cost $15.26 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $5 Shares 18 Est. Cost $174.62 Unrealized +34.5%
HLN HALEON PLC 0.0%
Value ($000) $4 Shares 455 Est. Cost $8.33 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 48 Est. Cost $74.54 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.07 Unrealized +6.2%
LILMF LILIUM N V 0.0%
Value ($000) $3 Shares 3,250 Est. Cost $1.07 Unrealized -12.8%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 223 Est. Cost $11.04 Unrealized 0.0%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $2.26 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $2 Shares 196 Est. Cost $13.29 Unrealized -25.4%
HGTY HAGERTY INC 0.0%
Value ($000) $2 Shares 165 Est. Cost $8.70 Unrealized -3.7%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $1 Shares 33 Est. Cost $44.53 Unrealized -2.9%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.85 Unrealized +10.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $245.25 Unrealized +13.4%
FIRST TR ENERGY INCOME & GRO 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.58 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.81 Unrealized
WESTROCK CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $35.18 Unrealized
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.51 Unrealized -8.1%
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 +108.0%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $6.53 Unrealized -36.5%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.76 Unrealized +33.2%