Compass Wealth Management LLC Diversified Active

CIK: 0001965653 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 16, 2024

Total Value ($000): $405,168 (100.0% shares, 0.0% debt)

Holdings (399)

AVGO BROADCOM INC 5.5%
Value ($000) $22,358 Shares 13,926 Est. Cost $48.94 Unrealized +181.3%
RSP INVESCO EXCHANGE TRADED FD T 4.4%
Value ($000) $17,704 Shares 107,767 Est. Cost $143.27 Unrealized
AMAT APPLIED MATLS INC 2.8%
Value ($000) $11,520 Shares 48,815 Est. Cost $93.28 Unrealized +126.7%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $10,490 Shares 51,866 Est. Cost $117.65 Unrealized +60.8%
STZ CONSTELLATION BRANDS INC 2.3%
Value ($000) $9,215 Shares 35,817 Est. Cost $228.17 Unrealized +8.8%
GOOGL ALPHABET INC 2.0%
Value ($000) $8,146 Shares 44,724 Est. Cost $94.32 Unrealized +77.4%
APD AIR PRODS & CHEMS INC 1.9%
Value ($000) $7,812 Shares 30,273 Est. Cost $251.06 Unrealized -3.4%
AEIS ADVANCED ENERGY INDS 1.8%
Value ($000) $7,272 Shares 66,863 Est. Cost $84.37 Unrealized +20.7%
GOOG ALPHABET INC 1.7%
Value ($000) $7,022 Shares 38,285 Est. Cost $94.73 Unrealized +78.3%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $6,999 Shares 44,742 Est. Cost $150.44 Unrealized -1.4%
LLY ELI LILLY & CO 1.6%
Value ($000) $6,500 Shares 7,180 Est. Cost $345.79 Unrealized +128.7%
PINS PINTEREST INC 1.6%
Value ($000) $6,475 Shares 146,915 Est. Cost $29.65 Unrealized +33.0%
DHR DANAHER CORPORATION 1.5%
Value ($000) $6,093 Shares 24,388 Est. Cost $223.31 Unrealized +12.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.5%
Value ($000) $6,052 Shares 34,817 Est. Cost $74.49 Unrealized
TJX TJX COS INC NEW 1.5%
Value ($000) $6,045 Shares 54,909 Est. Cost $71.45 Unrealized +38.1%
C CITIGROUP INC 1.5%
Value ($000) $5,964 Shares 93,983 Est. Cost $44.21 Unrealized +32.8%
MSFT MICROSOFT CORP 1.5%
Value ($000) $5,902 Shares 13,205 Est. Cost $255.28 Unrealized +63.5%
ADBE ADOBE INC 1.4%
Value ($000) $5,756 Shares 10,361 Est. Cost $330.99 Unrealized +46.3%
BX BLACKSTONE INC 1.4%
Value ($000) $5,538 Shares 44,733 Est. Cost $80.96 Unrealized +45.5%
BUD ANHEUSER BUSCH INBEV SA/NV 1.3%
Value ($000) $5,468 Shares 94,039 Est. Cost $60.72 Unrealized
FISV FISERV INC 1.3%
Value ($000) $5,341 Shares 35,834 Est. Cost $99.87 Unrealized +51.6%
COTY COTY INC 1.3%
Value ($000) $5,259 Shares 524,825 Est. Cost $8.09 Unrealized +32.3%
HCA HCA HEALTHCARE INC 1.3%
Value ($000) $5,234 Shares 16,292 Est. Cost $218.18 Unrealized +47.0%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value ($000) $5,167 Shares 68,567 Est. Cost $53.85 Unrealized +32.8%
WMB WILLIAMS COS INC 1.3%
Value ($000) $5,105 Shares 120,124 Est. Cost $27.90 Unrealized +35.2%
MDT MEDTRONIC PLC 1.2%
Value ($000) $5,059 Shares 64,269 Est. Cost $74.50 Unrealized +4.8%
ABBV ABBVIE INC 1.2%
Value ($000) $5,031 Shares 29,334 Est. Cost $137.95 Unrealized +13.9%
MAR MARRIOTT INTL INC NEW 1.2%
Value ($000) $4,895 Shares 20,247 Est. Cost $149.19 Unrealized +58.3%
CCI CROWN CASTLE INC 1.2%
Value ($000) $4,768 Shares 48,802 Est. Cost $98.82 Unrealized -9.2%
WMT WALMART INC 1.1%
Value ($000) $4,512 Shares 66,635 Est. Cost $57.28 Unrealized +8.2%
CP CANADIAN PACIFIC KANSAS CITY 1.1%
Value ($000) $4,478 Shares 56,871 Est. Cost $77.36 Unrealized +4.0%
FDX FEDEX CORP 1.1%
Value ($000) $4,421 Shares 14,744 Est. Cost $155.01 Unrealized +62.4%
SMG SCOTTS MIRACLE-GRO CO 1.1%
Value ($000) $4,285 Shares 65,861 Est. Cost $51.57 Unrealized +22.6%
RTX RTX CORPORATION 1.0%
Value ($000) $4,066 Shares 40,506 Est. Cost $100.12 Unrealized 0.0%
PEP PEPSICO INC 1.0%
Value ($000) $4,009 Shares 24,309 Est. Cost $160.75 Unrealized +1.0%
SPYM SPDR SER TR 1.0%
Value ($000) $3,965 Shares 61,950 Est. Cost $53.30 Unrealized
DBX DROPBOX INC 0.9%
Value ($000) $3,697 Shares 164,551 Est. Cost $22.21 Unrealized +2.9%
J JACOBS SOLUTIONS INC 0.9%
Value ($000) $3,662 Shares 26,211 Est. Cost $106.73 Unrealized +8.3%
PNR PENTAIR PLC 0.9%
Value ($000) $3,526 Shares 45,993 Est. Cost $41.96 Unrealized +89.0%
NUE NUCOR CORP 0.9%
Value ($000) $3,525 Shares 22,300 Est. Cost $129.61 Unrealized +30.4%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $3,474 Shares 15,005 Est. Cost $142.71 Unrealized +59.3%
INTU INTUIT 0.9%
Value ($000) $3,459 Shares 5,263 Est. Cost $388.88 Unrealized +58.0%
CSCO CISCO SYS INC 0.8%
Value ($000) $3,419 Shares 71,971 Est. Cost $41.47 Unrealized +9.2%
VFC V F CORP 0.8%
Value ($000) $3,377 Shares 250,117 Est. Cost $15.11 Unrealized -13.2%
GLW CORNING INC 0.8%
Value ($000) $3,273 Shares 84,244 Est. Cost $29.73 Unrealized +13.3%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $3,265 Shares 15,306 Est. Cost $153.18 Unrealized +32.4%
MOG/A MOOG INC 0.8%
Value ($000) $3,117 Shares 18,633 Est. Cost $81.66 Unrealized +99.2%
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $3,089 Shares 15,894 Est. Cost $186.71 Unrealized -5.6%
SCHW SCHWAB CHARLES CORP 0.8%
Value ($000) $3,074 Shares 41,709 Est. Cost $74.21 Unrealized -2.5%
ABT ABBOTT LABS 0.8%
Value ($000) $3,069 Shares 29,532 Est. Cost $97.54 Unrealized +5.5%
OPCH OPTION CARE HEALTH INC 0.8%
Value ($000) $3,049 Shares 110,075 Est. Cost $31.39 Unrealized -5.0%
CB CHUBB LIMITED 0.7%
Value ($000) $2,934 Shares 11,502 Est. Cost $215.07 Unrealized +17.5%
BLACKROCK INC 0.7%
Value ($000) $2,922 Shares 3,711 Est. Cost $708.63 Unrealized
VRNS VARONIS SYS INC 0.7%
Value ($000) $2,868 Shares 59,793 Est. Cost $46.32 Unrealized -4.4%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,822 Shares 5,184 Est. Cost $388.49 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,780 Shares 13,199 Est. Cost $150.93 Unrealized +22.7%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $2,604 Shares 66,490 Est. Cost $34.58 Unrealized +7.3%
EOG EOG RES INC 0.6%
Value ($000) $2,497 Shares 19,834 Est. Cost $115.94 Unrealized +5.3%
TRV TRAVELERS COMPANIES INC 0.6%
Value ($000) $2,438 Shares 11,992 Est. Cost $208.89 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2,431 Shares 2,860 Est. Cost $468.77 Unrealized +65.1%
V VISA INC 0.6%
Value ($000) $2,420 Shares 9,221 Est. Cost $196.98 Unrealized +37.5%
SPSM SPDR SER TR 0.6%
Value ($000) $2,377 Shares 57,234 Est. Cost $39.71 Unrealized
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $2,267 Shares 114,085 Est. Cost $15.43 Unrealized +14.9%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $2,243 Shares 46,152 Est. Cost $35.03 Unrealized +40.8%
SPMD SPDR SER TR 0.5%
Value ($000) $2,169 Shares 42,274 Est. Cost $46.72 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $2,036 Shares 18,480 Est. Cost $84.53 Unrealized +27.1%
IJR ISHARES TR 0.5%
Value ($000) $1,990 Shares 18,659 Est. Cost $94.64 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,963 Shares 4,450 Est. Cost $323.40 Unrealized +39.6%
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,938 Shares 32,814 Est. Cost $85.94 Unrealized -31.9%
NKE NIKE INC 0.5%
Value ($000) $1,927 Shares 25,570 Est. Cost $95.30 Unrealized -5.9%
NVS NOVARTIS AG 0.5%
Value ($000) $1,871 Shares 17,575 Est. Cost $90.96 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,819 Shares 8,519 Est. Cost $178.76 Unrealized +2.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,777 Shares 3,321 Est. Cost $442.80 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,610 Shares 9,763 Est. Cost $129.79 Unrealized +21.1%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $1,528 Shares 18,987 Est. Cost $25.00 Unrealized +26.3%
CME CME GROUP INC 0.4%
Value ($000) $1,527 Shares 7,765 Est. Cost $150.96 Unrealized +29.2%
IPAC ISHARES TR 0.4%
Value ($000) $1,484 Shares 24,237 Est. Cost $58.40 Unrealized
AZO AUTOZONE INC 0.3%
Value ($000) $1,206 Shares 407 Est. Cost $2416.82 Unrealized +21.1%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,156 Shares 5,983 Est. Cost $126.81 Unrealized +44.9%
RIO RIO TINTO PLC 0.3%
Value ($000) $1,124 Shares 17,041 Est. Cost $71.20 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,103 Shares 7,454 Est. Cost $147.92 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,091 Shares 7,017 Est. Cost $139.19 Unrealized +5.3%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $1,049 Shares 4,260 Est. Cost $219.81 Unrealized +13.8%
MRK MERCK & CO INC 0.2%
Value ($000) $997 Shares 8,050 Est. Cost $94.68 Unrealized +28.6%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $996 Shares 15,945 Est. Cost $57.27 Unrealized +17.1%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $973 Shares 10,108 Est. Cost $70.16 Unrealized +33.6%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $853 Shares 6,235 Est. Cost $150.91 Unrealized -13.9%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $850 Shares 1,568 Est. Cost $484.45 Unrealized +6.0%
REYN REYNOLDS CONSUMER PRODS INC 0.2%
Value ($000) $832 Shares 29,725 Est. Cost $26.63 Unrealized -0.1%
INTC INTEL CORP 0.2%
Value ($000) $818 Shares 26,411 Est. Cost $43.99 Unrealized -26.1%
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $769 Shares 3,125 Est. Cost $174.26 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $763 Shares 3,266 Est. Cost $223.22 Unrealized +2.1%
HUBB HUBBELL INC 0.2%
Value ($000) $744 Shares 2,035 Est. Cost $350.48 Unrealized +9.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $711 Shares 1,286 Est. Cost $524.96 Unrealized +8.5%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $708 Shares 3,103 Est. Cost $147.75 Unrealized +40.5%
DEO DIAGEO PLC 0.2%
Value ($000) $699 Shares 5,545 Est. Cost $178.19 Unrealized
WRB BERKLEY W R CORP 0.2%
Value ($000) $698 Shares 8,889 Est. Cost $44.51 Unrealized +14.6%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $686 Shares 1,754 Est. Cost $331.33 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $672 Shares 10,651 Est. Cost $38.88 Unrealized +54.8%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $670 Shares 2,960 Est. Cost $124.44 Unrealized
KMX CARMAX INC 0.2%
Value ($000) $667 Shares 9,100 Est. Cost $66.22 Unrealized +8.8%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $619 Shares 3,025 Est. Cost $28.91 Unrealized +41.0%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $597 Shares 21,011 Est. Cost $27.57 Unrealized +6.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $596 Shares 1,465 Est. Cost $322.08 Unrealized +26.9%
IVV ISHARES TR 0.1%
Value ($000) $590 Shares 1,079 Est. Cost $428.28 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $564 Shares 9,875 Est. Cost $58.31 Unrealized -5.2%
RVTY REVVITY INC 0.1%
Value ($000) $563 Shares 5,373 Est. Cost $133.52 Unrealized -20.8%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $561 Shares 6,679 Est. Cost $78.90 Unrealized +1.3%
ABNB AIRBNB INC 0.1%
Value ($000) $553 Shares 3,650 Est. Cost $114.42 Unrealized +33.6%
IWF ISHARES TR 0.1%
Value ($000) $525 Shares 1,440 Est. Cost $220.71 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $522 Shares 3,777 Est. Cost $112.73 Unrealized +11.1%
BARNES GROUP INC 0.1%
Value ($000) $518 Shares 12,501 Est. Cost $38.13 Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $509 Shares 14,125 Est. Cost $33.92 Unrealized -3.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $507 Shares 6,605 Est. Cost $76.38 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $494 Shares 3,379 Est. Cost $157.06 Unrealized -9.9%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $478 Shares 2,120 Est. Cost $150.47 Unrealized +44.9%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $469 Shares 4,070 Est. Cost $45.99 Unrealized +163.2%
JETBLUE AIRWAYS CORP 0.1%
Value ($000) $439 Shares 500,000 Est. Cost $0.72 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $435 Shares 4,640 Est. Cost $55.12 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $424 Shares 5,939 Est. Cost $73.92 Unrealized -3.7%
COR CENCORA INC 0.1%
Value ($000) $410 Shares 1,822 Est. Cost $228.58 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $401 Shares 1,787 Est. Cost $210.28 Unrealized -0.5%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $384 Shares 3,500 Est. Cost $37.02 Unrealized +157.6%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $367 Shares 2,338 Est. Cost $114.07 Unrealized +34.6%
LOW LOWES COS INC 0.1%
Value ($000) $353 Shares 1,600 Est. Cost $188.18 Unrealized +17.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $351 Shares 751 Est. Cost $426.55 Unrealized +3.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $349 Shares 728 Est. Cost $479.11 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $342 Shares 1,897 Est. Cost $127.77 Unrealized +37.6%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $339 Shares 2,565 Est. Cost $116.46 Unrealized +18.7%
ETN EATON CORP PLC 0.1%
Value ($000) $332 Shares 1,060 Est. Cost $149.37 Unrealized +112.4%
KR KROGER CO 0.1%
Value ($000) $332 Shares 6,645 Est. Cost $42.86 Unrealized +21.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $321 Shares 1,652 Est. Cost $150.81 Unrealized +16.8%
ORCL ORACLE CORP 0.1%
Value ($000) $320 Shares 2,269 Est. Cost $88.35 Unrealized +38.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $312 Shares 3,213 Est. Cost $69.73 Unrealized +27.7%
SHOP SHOPIFY INC 0.1%
Value ($000) $300 Shares 4,540 Est. Cost $35.36 Unrealized +87.6%
HD HOME DEPOT INC 0.1%
Value ($000) $298 Shares 865 Est. Cost $281.52 Unrealized +16.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $291 Shares 653 Est. Cost $321.12 Unrealized +32.0%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $281 Shares 1,379 Est. Cost $234.65 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $277 Shares 2,409 Est. Cost $98.17 Unrealized +12.1%
ADAM NAT RES FD INC 0.1%
Value ($000) $260 Shares 11,011 Est. Cost $20.82 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $258 Shares 1,717 Est. Cost $114.80 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $257 Shares 824 Est. Cost $242.73 Unrealized +15.1%
PFE PFIZER INC 0.1%
Value ($000) $256 Shares 9,156 Est. Cost $29.63 Unrealized -16.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $256 Shares 2,796 Est. Cost $63.88 Unrealized +36.8%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $252 Shares 5,320 Est. Cost $36.59 Unrealized +33.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $251 Shares 5,300 Est. Cost $56.25 Unrealized -16.0%
SO SOUTHERN CO 0.1%
Value ($000) $250 Shares 3,220 Est. Cost $65.28 Unrealized +10.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $247 Shares 1,590 Est. Cost $111.91 Unrealized +35.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $242 Shares 5,830 Est. Cost $65.23 Unrealized -37.1%
GENERAL AMERN INVS CO INC 0.1%
Value ($000) $241 Shares 4,848 Est. Cost $41.72 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $230 Shares 700 Est. Cost $159.34 Unrealized +96.9%
HPQ HP INC 0.1%
Value ($000) $229 Shares 6,550 Est. Cost $24.56 Unrealized +21.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $224 Shares 7,831 Est. Cost $33.54 Unrealized -20.0%
PSX PHILLIPS 66 0.1%
Value ($000) $220 Shares 1,561 Est. Cost $92.21 Unrealized +51.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $209 Shares 971 Est. Cost $176.87 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $206 Shares 3,610 Est. Cost $62.05 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $200 Shares 2,158 Est. Cost $72.39 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $187 Shares 1,408 Est. Cost $114.06 Unrealized +16.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $184 Shares 1,400 Est. Cost $53.81 Unrealized +132.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $183 Shares 1,478 Est. Cost $94.47 Unrealized +7.0%
IJH ISHARES TR 0.0%
Value ($000) $181 Shares 3,090 Est. Cost $117.01 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $162 Shares 1,419 Est. Cost $109.40 Unrealized +5.5%
BA BOEING CO 0.0%
Value ($000) $156 Shares 857 Est. Cost $163.57 Unrealized +9.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $154 Shares 2,544 Est. Cost $83.64 Unrealized -31.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $152 Shares 300 Est. Cost $275.48 Unrealized +91.5%
LAM RESEARCH CORP 0.0%
Value ($000) $150 Shares 141 Est. Cost $420.30 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $149 Shares 3,000 Est. Cost $30.07 Unrealized +42.1%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $149 Shares 615 Est. Cost $203.81 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $149 Shares 1,557 Est. Cost $73.75 Unrealized +28.7%
BKLC BNY MELLON ETF TRUST 0.0%
Value ($000) $148 Shares 1,427 Est. Cost $90.39 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $147 Shares 3,500 Est. Cost $49.95 Unrealized -12.3%
FTV FORTIVE CORP 0.0%
Value ($000) $147 Shares 1,979 Est. Cost $47.79 Unrealized +20.6%
DIS DISNEY WALT CO 0.0%
Value ($000) $145 Shares 1,465 Est. Cost $93.99 Unrealized +12.3%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $145 Shares 1,020 Est. Cost $116.80 Unrealized +7.5%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $144 Shares 699 Est. Cost $226.31 Unrealized +0.1%
CDW CDW CORP 0.0%
Value ($000) $144 Shares 643 Est. Cost $168.86 Unrealized +34.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $144 Shares 2,400 Est. Cost $39.25 Unrealized +42.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $144 Shares 830 Est. Cost $126.25 Unrealized +31.4%
HUM HUMANA INC 0.0%
Value ($000) $139 Shares 373 Est. Cost $507.93 Unrealized -35.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $136 Shares 785 Est. Cost $106.44 Unrealized +68.7%
CMI CUMMINS INC 0.0%
Value ($000) $130 Shares 469 Est. Cost $220.78 Unrealized +25.1%
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $130 Shares 2,581 Est. Cost $50.26 Unrealized
UNILEVER PLC 0.0%
Value ($000) $129 Shares 2,351 Est. Cost $50.35 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $128 Shares 100 Est. Cost $1136.24 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $126 Shares 250 Est. Cost $247.17 Unrealized +95.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $124 Shares 1,597 Est. Cost $87.95 Unrealized -11.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $124 Shares 414 Est. Cost $329.40 Unrealized +1.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $120 Shares 4,150 Est. Cost $25.22 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $120 Shares 1,501 Est. Cost $85.18 Unrealized -3.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $120 Shares 600 Est. Cost $108.85 Unrealized +67.5%
MS MORGAN STANLEY 0.0%
Value ($000) $115 Shares 1,184 Est. Cost $76.80 Unrealized +18.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $112 Shares 219 Est. Cost $498.19 Unrealized -5.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $109 Shares 1,500 Est. Cost $69.50 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $107 Shares 1,477 Est. Cost $68.34 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $104 Shares 1,240 Est. Cost $84.42 Unrealized +1.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $104 Shares 1,466 Est. Cost $73.82 Unrealized -8.4%
TIP ISHARES TR 0.0%
Value ($000) $101 Shares 950 Est. Cost $106.44 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $101 Shares 666 Est. Cost $147.80 Unrealized -6.0%
ITOT ISHARES TR 0.0%
Value ($000) $98 Shares 824 Est. Cost $84.80 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $97 Shares 363 Est. Cost $193.92 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $96 Shares 248 Est. Cost $389.46 Unrealized +1.7%
IXN ISHARES TR 0.0%
Value ($000) $95 Shares 1,146 Est. Cost $44.83 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $75.47 Unrealized
DE DEERE & CO 0.0%
Value ($000) $93 Shares 248 Est. Cost $388.70 Unrealized -2.1%
CI THE CIGNA GROUP 0.0%
Value ($000) $91 Shares 274 Est. Cost $300.41 Unrealized +11.2%
DOW DOW INC 0.0%
Value ($000) $90 Shares 1,688 Est. Cost $41.44 Unrealized +23.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $88 Shares 2,150 Est. Cost $34.20 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $88 Shares 754 Est. Cost $86.71 Unrealized +23.1%
BKIE BNY MELLON ETF TRUST 0.0%
Value ($000) $88 Shares 1,178 Est. Cost $71.49 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $87 Shares 3,055 Est. Cost $35.81 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $86 Shares 348 Est. Cost $122.94 Unrealized +84.4%
COHR COHERENT CORP 0.0%
Value ($000) $86 Shares 1,180 Est. Cost $35.98 Unrealized +67.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $84 Shares 1,800 Est. Cost $35.76 Unrealized +24.1%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $81 Shares 803 Est. Cost $53.09 Unrealized +74.2%
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $81 Shares 750 Est. Cost $92.24 Unrealized
T AT&T INC 0.0%
Value ($000) $80 Shares 4,212 Est. Cost $15.42 Unrealized +4.8%
ASML ASML HOLDING N V 0.0%
Value ($000) $78 Shares 76 Est. Cost $546.40 Unrealized
SKECHERS U S A INC 0.0%
Value ($000) $76 Shares 1,100 Est. Cost $41.95 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $76 Shares 553 Est. Cost $95.52 Unrealized +37.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $73 Shares 4,500 Est. Cost $13.07 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $72 Shares 2,500 Est. Cost $44.52 Unrealized -35.8%
OC OWENS CORNING NEW 0.0%
Value ($000) $69 Shares 400 Est. Cost $87.66 Unrealized +97.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $69 Shares 548 Est. Cost $93.83 Unrealized +30.4%
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $69 Shares 6,831 Est. Cost $9.46 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $68 Shares 384 Est. Cost $172.83 Unrealized +7.9%
SDY SPDR SER TR 0.0%
Value ($000) $67 Shares 530 Est. Cost $125.11 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $66 Shares 1,095 Est. Cost $62.18 Unrealized 0.0%
NUVL NUVALENT INC 0.0%
Value ($000) $64 Shares 850 Est. Cost $61.88 Unrealized +14.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $64 Shares 267 Est. Cost $228.99 Unrealized +3.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $72.93 Unrealized -11.6%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $61 Shares 525 Est. Cost $101.69 Unrealized +10.2%
PRI PRIMERICA INC 0.0%
Value ($000) $61 Shares 256 Est. Cost $139.31 Unrealized +62.8%
USMV ISHARES TR 0.0%
Value ($000) $59 Shares 700 Est. Cost $72.10 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $58 Shares 1,470 Est. Cost $31.71 Unrealized +16.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $58 Shares 215 Est. Cost $161.06 Unrealized +55.3%
POOL POOL CORP 0.0%
Value ($000) $57 Shares 187 Est. Cost $303.50 Unrealized +16.4%
BP BP PLC 0.0%
Value ($000) $55 Shares 1,534 Est. Cost $36.48 Unrealized
GGG GRACO INC 0.0%
Value ($000) $54 Shares 679 Est. Cost $63.99 Unrealized +27.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $53 Shares 159 Est. Cost $206.59 Unrealized +63.9%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $53 Shares 446 Est. Cost $71.47 Unrealized +55.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $52 Shares 345 Est. Cost $93.48 Unrealized +45.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $52 Shares 320 Est. Cost $66.01 Unrealized +143.7%
DVY ISHARES TR 0.0%
Value ($000) $50 Shares 416 Est. Cost $120.60 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $50 Shares 755 Est. Cost $48.66 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $49 Shares 98 Est. Cost $472.80 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $49 Shares 575 Est. Cost $85.74 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $49 Shares 1,215 Est. Cost $40.68 Unrealized +0.7%
EFX EQUIFAX INC 0.0%
Value ($000) $48 Shares 200 Est. Cost $178.71 Unrealized +31.9%
HDV ISHARES TR 0.0%
Value ($000) $48 Shares 444 Est. Cost $104.24 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $48 Shares 1,350 Est. Cost $37.75 Unrealized -7.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $48 Shares 528 Est. Cost $84.97 Unrealized +8.0%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $48 Shares 930 Est. Cost $31.42 Unrealized +46.7%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $48 Shares 45 Est. Cost $53.77 Unrealized +28.6%
IRM IRON MTN INC DEL 0.0%
Value ($000) $47 Shares 525 Est. Cost $44.98 Unrealized +70.4%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $32.75 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $45 Shares 800 Est. Cost $45.29 Unrealized
MMM 3M CO 0.0%
Value ($000) $45 Shares 442 Est. Cost $90.68 Unrealized +4.0%
LEA LEAR CORP 0.0%
Value ($000) $45 Shares 395 Est. Cost $121.88 Unrealized -0.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $45 Shares 500 Est. Cost $87.06 Unrealized +11.1%
HEI HEICO CORP NEW 0.0%
Value ($000) $45 Shares 200 Est. Cost $211.13 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $44 Shares 900 Est. Cost $48.99 Unrealized -3.8%
USB US BANCORP DEL 0.0%
Value ($000) $44 Shares 1,100 Est. Cost $35.20 Unrealized +7.3%
MCO MOODYS CORP 0.0%
Value ($000) $43 Shares 102 Est. Cost $266.40 Unrealized +47.5%
MPLX MPLX LP 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $32.84 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $42 Shares 440 Est. Cost $72.00 Unrealized +20.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $42 Shares 103 Est. Cost $412.86 Unrealized +1.1%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $42 Shares 1,350 Est. Cost $39.98 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 260 Est. Cost $140.37 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $59.61 Unrealized +59.4%
CTVA CORTEVA INC 0.0%
Value ($000) $42 Shares 770 Est. Cost $61.14 Unrealized -11.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $41 Shares 1,279 Est. Cost $32.51 Unrealized +0.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $40 Shares 295 Est. Cost $135.28 Unrealized -1.7%
XBI SPDR SER TR 0.0%
Value ($000) $40 Shares 435 Est. Cost $83.43 Unrealized
PPL PPL CORP 0.0%
Value ($000) $39 Shares 1,400 Est. Cost $24.79 Unrealized +7.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $39 Shares 127 Est. Cost $265.47 Unrealized +12.8%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 103 Est. Cost $213.11 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $38 Shares 85 Est. Cost $321.54 Unrealized +31.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $38 Shares 338 Est. Cost $100.19 Unrealized +4.3%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $36.92 Unrealized
AGQ PROSHARES TR II 0.0%
Value ($000) $37 Shares 1,009 Est. Cost $32.00 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $37 Shares 620 Est. Cost $59.64 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $37 Shares 700 Est. Cost $52.38 Unrealized -7.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $37 Shares 775 Est. Cost $46.08 Unrealized -0.2%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $36 Shares 888 Est. Cost $39.91 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $36 Shares 196 Est. Cost $212.11 Unrealized -13.3%
KEY KEYCORP 0.0%
Value ($000) $36 Shares 2,500 Est. Cost $14.21 Unrealized -5.6%
IYH ISHARES TR 0.0%
Value ($000) $35 Shares 575 Est. Cost $106.26 Unrealized
RLI RLI CORP 0.0%
Value ($000) $34 Shares 240 Est. Cost $54.69 Unrealized +22.2%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.17 Unrealized
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $32 Shares 475 Est. Cost $62.83 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $32 Shares 72 Est. Cost $243.83 Unrealized +63.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $31 Shares 295 Est. Cost $81.21 Unrealized +14.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $61.48 Unrealized +1.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $31 Shares 113 Est. Cost $40.21 Unrealized +30.1%
TFSL TFS FINL CORP 0.0%
Value ($000) $30 Shares 2,400 Est. Cost $10.09 Unrealized +7.8%
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $30 Shares 471 Est. Cost $45.06 Unrealized +41.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $29 Shares 290 Est. Cost $84.81 Unrealized +11.1%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $29 Shares 2,500 Est. Cost $11.59 Unrealized -15.5%
ALLE ALLEGION PLC 0.0%
Value ($000) $29 Shares 244 Est. Cost $100.25 Unrealized +20.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $29 Shares 695 Est. Cost $30.96 Unrealized +17.8%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $15.18 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 138 Est. Cost $204.94 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $28 Shares 210 Est. Cost $121.35 Unrealized +7.6%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $28 Shares 140 Est. Cost $205.40 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $28 Shares 200 Est. Cost $159.11 Unrealized -11.0%
DHI D R HORTON INC 0.0%
Value ($000) $28 Shares 196 Est. Cost $77.70 Unrealized +86.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $27 Shares 200 Est. Cost $127.85 Unrealized +2.8%
MTRN MATERION CORP 0.0%
Value ($000) $27 Shares 250 Est. Cost $81.64 Unrealized +40.8%
NTRA NATERA INC 0.0%
Value ($000) $26 Shares 240 Est. Cost $75.21 Unrealized +35.0%
TFII TFI INTL INC 0.0%
Value ($000) $25 Shares 175 Est. Cost $99.82 Unrealized +41.4%
R RYDER SYS INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $83.95 Unrealized +43.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $24 Shares 264 Est. Cost $88.55 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $24 Shares 228 Est. Cost $90.96 Unrealized +10.9%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $24 Shares 80 Est. Cost $272.92 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $24 Shares 550 Est. Cost $29.99 Unrealized +27.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $12.11 Unrealized +18.5%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $23 Shares 238 Est. Cost $80.07 Unrealized
NVR NVR INC 0.0%
Value ($000) $23 Shares 3 Est. Cost $4396.05 Unrealized +74.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $23 Shares 854 Est. Cost $22.02 Unrealized
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $29.00 Unrealized -10.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 240 Est. Cost $87.47 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 100 Est. Cost $183.54 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 310 Est. Cost $70.50 Unrealized
DGP DEUTSCHE BK AG LONDON BRH 0.0%
Value ($000) $20 Shares 380 Est. Cost $37.23 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $20 Shares 406 Est. Cost $49.86 Unrealized +6.3%
OXM OXFORD INDS INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.58 Unrealized +4.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $20 Shares 176 Est. Cost $86.19 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $20 Shares 473 Est. Cost $40.82 Unrealized -3.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $19 Shares 350 Est. Cost $64.60 Unrealized -12.4%
VRSN VERISIGN INC 0.0%
Value ($000) $19 Shares 108 Est. Cost $176.64 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $19 Shares 315 Est. Cost $59.57 Unrealized -0.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $19 Shares 63 Est. Cost $224.35 Unrealized +36.0%
LIN LINDE PLC 0.0%
Value ($000) $18 Shares 42 Est. Cost $336.76 Unrealized +27.9%
IAU ISHARES GOLD TR 0.0%
Value ($000) $18 Shares 415 Est. Cost $43.93 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $18 Shares 145 Est. Cost $99.06 Unrealized +17.6%
GSK GSK PLC 0.0%
Value ($000) $17 Shares 444 Est. Cost $36.05 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.37 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $16 Shares 244 Est. Cost $49.50 Unrealized +25.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $16 Shares 125 Est. Cost $97.83 Unrealized
XPO XPO INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $33.69 Unrealized +232.8%
OCFC OCEANFIRST FINL CORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.88 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $15 Shares 250 Est. Cost $79.85 Unrealized -20.5%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $14 Shares 900 Est. Cost $13.10 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 455 Est. Cost $24.19 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $13 Shares 300 Est. Cost $91.01 Unrealized -43.5%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $62.02 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $40.58 Unrealized +24.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $12 Shares 11 Est. Cost $733.79 Unrealized +31.4%
PGNY PROGYNY INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $30.12 Unrealized 0.0%
XJR ISHARES TR 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.22 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $11 Shares 259 Est. Cost $42.53 Unrealized +4.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $80.91 Unrealized +2.1%
NFLX NETFLIX INC 0.0%
Value ($000) $11 Shares 16 Est. Cost $43.65 Unrealized +43.1%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $11 Shares 348 Est. Cost $50.83 Unrealized -28.0%
IWM ISHARES TR 0.0%
Value ($000) $11 Shares 52 Est. Cost $174.37 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.89 Unrealized +36.2%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $10 Shares 125 Est. Cost $70.11 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 150 Est. Cost $64.95 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $9 Shares 400 Est. Cost $29.59 Unrealized +4.9%
KELLANOVA 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.91 Unrealized -7.8%
IT GARTNER INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $322.72 Unrealized +37.9%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 600 Est. Cost $15.53 Unrealized -32.7%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $8 Shares 150 Est. Cost $40.10 Unrealized +25.8%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $7 Shares 279 Est. Cost $15.58 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $7 Shares 80 Est. Cost $139.44 Unrealized -32.0%
SRE SEMPRA 0.0%
Value ($000) $7 Shares 90 Est. Cost $70.00 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 119 Est. Cost $68.99 Unrealized -20.3%
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 Shares 100 Est. Cost $81.68 Unrealized -10.9%
LILMF LILIUM N V 0.0%
Value ($000) $7 Shares 8,250 Est. Cost $0.99 Unrealized -5.1%
BCE BCE INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.34 Unrealized -17.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $197.50 Unrealized +19.9%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $6 Shares 110 Est. Cost $60.70 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $6 Shares 18 Est. Cost $174.62 Unrealized +72.4%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $5 Shares 96 Est. Cost $50.59 Unrealized +2.9%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $5 Shares 150 Est. Cost $44.17 Unrealized -30.1%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $4 Shares 59 Est. Cost $72.04 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $4 Shares 409 Est. Cost $10.68 Unrealized -4.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 580 Est. Cost $11.88 Unrealized -32.5%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $4 Shares 550 Est. Cost $15.65 Unrealized -56.1%
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 +10.6%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $3 Shares 29 Est. Cost $112.13 Unrealized 0.0%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $3 Shares 59 Est. Cost $41.81 Unrealized 0.0%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $2.26 Unrealized
HGTY HAGERTY INC 0.0%
Value ($000) $2 Shares 165 Est. Cost $8.70 Unrealized +6.7%
AMRX AMNEAL PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.35 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 104 Est. Cost $13.14 Unrealized 0.0%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.85 Unrealized +21.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $245.25 Unrealized +4.0%
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 -7.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 47 Est. Cost $9.49 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $18.66 Unrealized 0.0%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $6.53 Unrealized -20.3%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.74 Unrealized +115.1%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.76 Unrealized +36.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $1.27 Unrealized 0.0%