Compass Wealth Management LLC Diversified Active

CIK: 0001965653 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $424,862 (100.0% shares, 0.0% debt)

Holdings (396)

AVGO BROADCOM INC 5.3%
Value ($000) $22,422 Shares 129,982 Est. Cost $146.32 Unrealized +8.0%
RSP INVESCO EXCHANGE TRADED FD T 4.6%
Value ($000) $19,512 Shares 108,908 Est. Cost $143.65 Unrealized
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $10,450 Shares 49,559 Est. Cost $117.65 Unrealized +74.2%
STZ CONSTELLATION BRANDS INC 2.3%
Value ($000) $9,751 Shares 37,839 Est. Cost $228.82 Unrealized +5.0%
AMAT APPLIED MATLS INC 2.2%
Value ($000) $9,330 Shares 46,175 Est. Cost $93.28 Unrealized +117.0%
APD AIR PRODS & CHEMS INC 2.1%
Value ($000) $8,914 Shares 29,939 Est. Cost $251.06 Unrealized +4.8%
DHR DANAHER CORPORATION 1.7%
Value ($000) $7,221 Shares 25,973 Est. Cost $225.70 Unrealized +16.3%
AEIS ADVANCED ENERGY INDS 1.7%
Value ($000) $7,219 Shares 68,593 Est. Cost $84.88 Unrealized +23.2%
GOOGL ALPHABET INC 1.7%
Value ($000) $7,102 Shares 42,824 Est. Cost $94.32 Unrealized +76.8%
BX BLACKSTONE INC 1.6%
Value ($000) $6,762 Shares 44,158 Est. Cost $80.96 Unrealized +65.1%
CCI CROWN CASTLE INC 1.5%
Value ($000) $6,459 Shares 54,443 Est. Cost $99.15 Unrealized +2.9%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $6,427 Shares 43,641 Est. Cost $150.44 Unrealized -7.0%
TJX TJX COS INC NEW 1.5%
Value ($000) $6,425 Shares 54,659 Est. Cost $71.45 Unrealized +57.8%
HCA HCA HEALTHCARE INC 1.5%
Value ($000) $6,349 Shares 15,621 Est. Cost $218.18 Unrealized +66.0%
FISV FISERV INC 1.5%
Value ($000) $6,321 Shares 35,184 Est. Cost $99.87 Unrealized +65.2%
GOOG ALPHABET INC 1.5%
Value ($000) $6,215 Shares 37,175 Est. Cost $94.73 Unrealized +77.6%
BUD ANHEUSER BUSCH INBEV SA/NV 1.4%
Value ($000) $6,063 Shares 91,464 Est. Cost $60.72 Unrealized
OPCH OPTION CARE HEALTH INC 1.4%
Value ($000) $6,045 Shares 193,128 Est. Cost $31.09 Unrealized -1.3%
VFC V F CORP 1.4%
Value ($000) $6,029 Shares 302,223 Est. Cost $15.39 Unrealized +8.7%
C CITIGROUP INC 1.4%
Value ($000) $5,973 Shares 95,410 Est. Cost $44.44 Unrealized +33.7%
LLY ELI LILLY & CO 1.4%
Value ($000) $5,971 Shares 6,740 Est. Cost $345.79 Unrealized +157.5%
SMG SCOTTS MIRACLE-GRO CO 1.4%
Value ($000) $5,863 Shares 67,626 Est. Cost $51.93 Unrealized +26.3%
MSFT MICROSOFT CORP 1.4%
Value ($000) $5,760 Shares 13,386 Est. Cost $257.55 Unrealized +64.3%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value ($000) $5,722 Shares 68,317 Est. Cost $53.85 Unrealized +42.3%
ABBV ABBVIE INC 1.3%
Value ($000) $5,554 Shares 28,123 Est. Cost $137.95 Unrealized +29.5%
COTY COTY INC 1.3%
Value ($000) $5,547 Shares 590,725 Est. Cost $8.26 Unrealized +15.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.3%
Value ($000) $5,375 Shares 30,950 Est. Cost $74.49 Unrealized
WMB WILLIAMS COS INC 1.2%
Value ($000) $5,258 Shares 115,174 Est. Cost $27.90 Unrealized +49.7%
PINS PINTEREST INC 1.2%
Value ($000) $5,216 Shares 161,140 Est. Cost $30.03 Unrealized +13.2%
WMT WALMART INC 1.2%
Value ($000) $5,214 Shares 64,565 Est. Cost $57.28 Unrealized +26.5%
ADBE ADOBE INC 1.2%
Value ($000) $4,969 Shares 9,596 Est. Cost $330.99 Unrealized +65.7%
MAR MARRIOTT INTL INC NEW 1.2%
Value ($000) $4,889 Shares 19,667 Est. Cost $149.19 Unrealized +54.0%
CP CANADIAN PACIFIC KANSAS CITY 1.1%
Value ($000) $4,876 Shares 56,945 Est. Cost $77.36 Unrealized +5.3%
RTX RTX CORPORATION 1.1%
Value ($000) $4,690 Shares 38,706 Est. Cost $100.12 Unrealized +10.9%
MDT MEDTRONIC PLC 1.1%
Value ($000) $4,505 Shares 50,043 Est. Cost $74.50 Unrealized +8.5%
CB CHUBB LIMITED 1.1%
Value ($000) $4,475 Shares 15,518 Est. Cost $229.49 Unrealized +18.0%
VRNS VARONIS SYS INC 1.0%
Value ($000) $4,277 Shares 75,693 Est. Cost $47.64 Unrealized +10.4%
SPYM SPDR SER TR 1.0%
Value ($000) $4,181 Shares 61,935 Est. Cost $53.30 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $4,046 Shares 23,794 Est. Cost $160.75 Unrealized +1.3%
PNR PENTAIR PLC 0.9%
Value ($000) $3,969 Shares 40,585 Est. Cost $41.96 Unrealized +101.3%
FDX FEDEX CORP 0.9%
Value ($000) $3,845 Shares 14,049 Est. Cost $155.01 Unrealized +81.4%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $3,820 Shares 14,085 Est. Cost $142.71 Unrealized +71.8%
CSCO CISCO SYS INC 0.9%
Value ($000) $3,794 Shares 71,289 Est. Cost $41.47 Unrealized +12.8%
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $3,754 Shares 16,144 Est. Cost $187.08 Unrealized +12.7%
MOG/A MOOG INC 0.8%
Value ($000) $3,572 Shares 17,683 Est. Cost $81.66 Unrealized +128.4%
BLACKROCK INC 0.8%
Value ($000) $3,465 Shares 3,649 Est. Cost $708.63 Unrealized
BWXT BWX TECHNOLOGIES INC 0.8%
Value ($000) $3,456 Shares 31,790 Est. Cost $98.25 Unrealized 0.0%
GLW CORNING INC 0.8%
Value ($000) $3,404 Shares 75,390 Est. Cost $29.73 Unrealized +37.5%
ABT ABBOTT LABS 0.8%
Value ($000) $3,352 Shares 29,402 Est. Cost $97.54 Unrealized +9.8%
J JACOBS SOLUTIONS INC 0.8%
Value ($000) $3,264 Shares 24,937 Est. Cost $106.73 Unrealized +11.5%
INTU INTUIT 0.8%
Value ($000) $3,247 Shares 5,228 Est. Cost $388.88 Unrealized +62.8%
NUE NUCOR CORP 0.7%
Value ($000) $3,163 Shares 21,040 Est. Cost $129.61 Unrealized +13.3%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $3,162 Shares 15,231 Est. Cost $153.18 Unrealized +33.4%
SPSM SPDR SER TR 0.7%
Value ($000) $3,066 Shares 67,362 Est. Cost $40.58 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,944 Shares 5,131 Est. Cost $388.49 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,926 Shares 12,558 Est. Cost $150.93 Unrealized +47.1%
TRV TRAVELERS COMPANIES INC 0.7%
Value ($000) $2,808 Shares 11,992 Est. Cost $208.89 Unrealized +3.1%
SPMD SPDR SER TR 0.7%
Value ($000) $2,773 Shares 50,720 Est. Cost $48.04 Unrealized
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $2,660 Shares 120,413 Est. Cost $15.66 Unrealized +26.8%
V VISA INC 0.6%
Value ($000) $2,531 Shares 9,206 Est. Cost $196.98 Unrealized +35.9%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2,475 Shares 2,792 Est. Cost $468.77 Unrealized +83.9%
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $2,452 Shares 37,830 Est. Cost $74.21 Unrealized -13.0%
EOG EOG RES INC 0.6%
Value ($000) $2,437 Shares 19,824 Est. Cost $115.94 Unrealized +3.8%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,197 Shares 4,450 Est. Cost $323.40 Unrealized +42.8%
TEL TE CONNECTIVITY PLC 0.5%
Value ($000) $2,168 Shares 14,337 Est. Cost $146.90 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $2,163 Shares 51,778 Est. Cost $34.58 Unrealized +9.2%
IJR ISHARES TR 0.5%
Value ($000) $2,155 Shares 18,422 Est. Cost $94.64 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $2,152 Shares 43,102 Est. Cost $35.03 Unrealized +26.3%
DBX DROPBOX INC 0.5%
Value ($000) $2,051 Shares 80,665 Est. Cost $22.21 Unrealized +5.9%
NKE NIKE INC 0.5%
Value ($000) $1,917 Shares 21,685 Est. Cost $95.30 Unrealized -20.2%
NVS NOVARTIS AG 0.5%
Value ($000) $1,912 Shares 16,625 Est. Cost $90.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,817 Shares 3,190 Est. Cost $442.80 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,773 Shares 16,210 Est. Cost $84.53 Unrealized +24.3%
CME CME GROUP INC 0.4%
Value ($000) $1,706 Shares 7,730 Est. Cost $150.96 Unrealized +30.1%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,654 Shares 9,548 Est. Cost $129.79 Unrealized +26.5%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,622 Shares 7,849 Est. Cost $178.76 Unrealized +5.4%
AZO AUTOZONE INC 0.3%
Value ($000) $1,282 Shares 407 Est. Cost $2416.82 Unrealized +27.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,251 Shares 6,767 Est. Cost $139.19 Unrealized +20.3%
IPAC ISHARES TR 0.3%
Value ($000) $1,239 Shares 18,611 Est. Cost $58.40 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,124 Shares 7,214 Est. Cost $147.92 Unrealized -4.7%
RIO RIO TINTO PLC 0.3%
Value ($000) $1,123 Shares 15,780 Est. Cost $71.20 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,104 Shares 5,923 Est. Cost $126.81 Unrealized +43.9%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $1,005 Shares 9,665 Est. Cost $70.16 Unrealized +32.6%
MRK MERCK & CO INC 0.2%
Value ($000) $892 Shares 7,852 Est. Cost $94.68 Unrealized +19.3%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $857 Shares 10,651 Est. Cost $38.88 Unrealized +76.2%
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $813 Shares 3,125 Est. Cost $174.26 Unrealized
AMTM AMENTUM HOLDINGS INC 0.2%
Value ($000) $804 Shares 24,937 Est. Cost $28.49 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $789 Shares 1,518 Est. Cost $484.45 Unrealized +7.5%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $787 Shares 3,266 Est. Cost $223.22 Unrealized +2.0%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $776 Shares 12,554 Est. Cost $57.27 Unrealized +9.8%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $763 Shares 1,234 Est. Cost $524.96 Unrealized +12.2%
WRB BERKLEY W R CORP 0.2%
Value ($000) $756 Shares 13,331 Est. Cost $47.64 Unrealized +13.1%
HUBB HUBBELL INC 0.2%
Value ($000) $752 Shares 1,755 Est. Cost $350.48 Unrealized +7.7%
CVS CVS HEALTH CORP 0.2%
Value ($000) $731 Shares 11,631 Est. Cost $85.94 Unrealized -35.8%
DEO DIAGEO PLC 0.2%
Value ($000) $725 Shares 5,165 Est. Cost $178.19 Unrealized
REYN REYNOLDS CONSUMER PRODS INC 0.2%
Value ($000) $722 Shares 23,225 Est. Cost $26.63 Unrealized +4.6%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $714 Shares 3,103 Est. Cost $147.75 Unrealized +49.0%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $713 Shares 15,125 Est. Cost $41.38 Unrealized +7.5%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $705 Shares 8,959 Est. Cost $76.99 Unrealized
RVTY REVVITY INC 0.2%
Value ($000) $686 Shares 5,373 Est. Cost $133.52 Unrealized -12.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $674 Shares 1,465 Est. Cost $322.08 Unrealized +37.3%
KMX CARMAX INC 0.2%
Value ($000) $673 Shares 8,700 Est. Cost $66.22 Unrealized +19.4%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $658 Shares 2,915 Est. Cost $124.44 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $619 Shares 1,462 Est. Cost $331.33 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $606 Shares 3,920 Est. Cost $45.99 Unrealized +194.9%
TSN TYSON FOODS INC 0.1%
Value ($000) $588 Shares 9,875 Est. Cost $58.31 Unrealized -0.2%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $569 Shares 13,850 Est. Cost $33.92 Unrealized +13.2%
IVV ISHARES TR 0.1%
Value ($000) $565 Shares 979 Est. Cost $428.28 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $562 Shares 2,125 Est. Cost $219.81 Unrealized +16.5%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $561 Shares 6,229 Est. Cost $78.90 Unrealized +6.5%
IWF ISHARES TR 0.1%
Value ($000) $541 Shares 1,440 Est. Cost $220.71 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $538 Shares 3,322 Est. Cost $157.06 Unrealized -2.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $532 Shares 3,742 Est. Cost $112.73 Unrealized +19.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $529 Shares 2,120 Est. Cost $150.47 Unrealized +49.6%
BARNES GROUP INC 0.1%
Value ($000) $505 Shares 12,501 Est. Cost $38.13 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $451 Shares 3,338 Est. Cost $121.65 Unrealized +14.6%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $448 Shares 4,640 Est. Cost $55.12 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $439 Shares 751 Est. Cost $426.55 Unrealized +21.1%
LOW LOWES COS INC 0.1%
Value ($000) $433 Shares 1,600 Est. Cost $188.18 Unrealized +25.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $425 Shares 1,787 Est. Cost $210.28 Unrealized +6.8%
JETBLUE AIRWAYS CORP 0.1%
Value ($000) $413 Shares 450,000 Est. Cost $0.72 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $409 Shares 12,087 Est. Cost $27.57 Unrealized +6.8%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $408 Shares 2,565 Est. Cost $116.46 Unrealized +27.4%
KR KROGER CO 0.1%
Value ($000) $381 Shares 6,645 Est. Cost $42.86 Unrealized +21.6%
COR CENCORA INC 0.1%
Value ($000) $381 Shares 1,691 Est. Cost $228.58 Unrealized +0.5%
SYY SYSCO CORP 0.1%
Value ($000) $376 Shares 4,814 Est. Cost $73.92 Unrealized -2.4%
DOV DOVER CORP 0.1%
Value ($000) $364 Shares 1,897 Est. Cost $127.77 Unrealized +40.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $358 Shares 2,625 Est. Cost $150.91 Unrealized -20.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $355 Shares 728 Est. Cost $479.11 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $355 Shares 2,800 Est. Cost $114.42 Unrealized +13.3%
HD HOME DEPOT INC 0.1%
Value ($000) $354 Shares 874 Est. Cost $282.25 Unrealized +24.9%
ETN EATON CORP PLC 0.1%
Value ($000) $351 Shares 1,060 Est. Cost $149.37 Unrealized +101.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $341 Shares 1,652 Est. Cost $150.81 Unrealized +27.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $337 Shares 653 Est. Cost $321.12 Unrealized +52.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $334 Shares 3,213 Est. Cost $69.73 Unrealized +41.9%
ORCL ORACLE CORP 0.1%
Value ($000) $323 Shares 1,895 Est. Cost $88.35 Unrealized +61.9%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $311 Shares 1,950 Est. Cost $37.02 Unrealized +263.5%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $308 Shares 1,379 Est. Cost $216.29 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $308 Shares 3,451 Est. Cost $25.00 Unrealized +31.9%
SO SOUTHERN CO 0.1%
Value ($000) $284 Shares 3,150 Est. Cost $65.28 Unrealized +25.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $280 Shares 2,700 Est. Cost $77.97 Unrealized +33.4%
PFE PFIZER INC 0.1%
Value ($000) $274 Shares 9,478 Est. Cost $29.53 Unrealized -9.6%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $272 Shares 700 Est. Cost $159.34 Unrealized +115.3%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $270 Shares 5,320 Est. Cost $36.59 Unrealized +17.2%
AMGN AMGEN INC 0.1%
Value ($000) $266 Shares 824 Est. Cost $242.73 Unrealized +29.0%
GENERAL AMERN INVS CO INC 0.1%
Value ($000) $260 Shares 4,848 Est. Cost $41.72 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $256 Shares 3,200 Est. Cost $35.36 Unrealized +95.3%
ADAM NAT RES FD INC 0.1%
Value ($000) $256 Shares 11,011 Est. Cost $20.82 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $256 Shares 2,180 Est. Cost $98.17 Unrealized +12.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $238 Shares 1,550 Est. Cost $111.91 Unrealized +35.6%
GLD SPDR GOLD TR 0.1%
Value ($000) $236 Shares 971 Est. Cost $176.87 Unrealized
HPQ HP INC 0.1%
Value ($000) $235 Shares 6,550 Est. Cost $24.56 Unrealized +35.4%
BHP BHP GROUP LTD 0.1%
Value ($000) $217 Shares 3,500 Est. Cost $62.05 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $211 Shares 7,130 Est. Cost $33.54 Unrealized -20.0%
PSX PHILLIPS 66 0.0%
Value ($000) $205 Shares 1,561 Est. Cost $92.21 Unrealized +39.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $203 Shares 5,200 Est. Cost $56.25 Unrealized -25.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $197 Shares 1,408 Est. Cost $114.06 Unrealized +13.4%
IJH ISHARES TR 0.0%
Value ($000) $193 Shares 3,090 Est. Cost $117.01 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $190 Shares 300 Est. Cost $275.48 Unrealized +103.4%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $185 Shares 3,000 Est. Cost $30.07 Unrealized +80.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $183 Shares 830 Est. Cost $126.25 Unrealized +49.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $180 Shares 1,478 Est. Cost $94.47 Unrealized +25.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $172 Shares 2,400 Est. Cost $39.25 Unrealized +62.7%
VLTO VERALTO CORP 0.0%
Value ($000) $169 Shares 1,512 Est. Cost $73.75 Unrealized +42.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $162 Shares 615 Est. Cost $203.81 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $159 Shares 1,000 Est. Cost $116.80 Unrealized +23.9%
BKLC BNY MELLON ETF TRUST 0.0%
Value ($000) $157 Shares 1,431 Est. Cost $90.39 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $156 Shares 1,979 Est. Cost $47.79 Unrealized +14.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $156 Shares 1,598 Est. Cost $87.95 Unrealized -5.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $154 Shares 1,921 Est. Cost $63.88 Unrealized +24.0%
UNILEVER PLC 0.0%
Value ($000) $153 Shares 2,351 Est. Cost $50.35 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $152 Shares 2,544 Est. Cost $83.64 Unrealized -30.8%
CMI CUMMINS INC 0.0%
Value ($000) $152 Shares 469 Est. Cost $220.78 Unrealized +30.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $149 Shares 1,419 Est. Cost $109.40 Unrealized -4.0%
CDW CDW CORP 0.0%
Value ($000) $146 Shares 643 Est. Cost $168.86 Unrealized +28.8%
MGA MAGNA INTL INC 0.0%
Value ($000) $144 Shares 3,500 Est. Cost $49.95 Unrealized -20.8%
META META PLATFORMS INC 0.0%
Value ($000) $143 Shares 250 Est. Cost $247.17 Unrealized +107.2%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $143 Shares 100 Est. Cost $1136.24 Unrealized +1.4%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $138 Shares 699 Est. Cost $226.31 Unrealized -8.2%
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $130 Shares 2,581 Est. Cost $50.26 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $128 Shares 785 Est. Cost $106.44 Unrealized +54.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $124 Shares 1,466 Est. Cost $73.82 Unrealized +1.4%
MS MORGAN STANLEY 0.0%
Value ($000) $123 Shares 1,184 Est. Cost $76.80 Unrealized +26.2%
BA BOEING CO 0.0%
Value ($000) $123 Shares 809 Est. Cost $163.57 Unrealized +4.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $121 Shares 4,150 Est. Cost $25.22 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $119 Shares 666 Est. Cost $147.80 Unrealized +7.7%
HUM HUMANA INC 0.0%
Value ($000) $118 Shares 373 Est. Cost $507.93 Unrealized -31.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $118 Shares 1,225 Est. Cost $93.99 Unrealized -3.6%
IEFA ISHARES TR 0.0%
Value ($000) $115 Shares 1,477 Est. Cost $68.34 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $115 Shares 141 Est. Cost $420.30 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $114 Shares 2,198 Est. Cost $65.23 Unrealized -33.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $113 Shares 1,500 Est. Cost $69.50 Unrealized +1.3%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $112 Shares 1,240 Est. Cost $84.42 Unrealized -3.8%
IVW ISHARES TR 0.0%
Value ($000) $110 Shares 1,152 Est. Cost $72.39 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $109 Shares 248 Est. Cost $389.46 Unrealized +6.5%
TIP ISHARES TR 0.0%
Value ($000) $105 Shares 950 Est. Cost $106.44 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $104 Shares 1,000 Est. Cost $75.47 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $104 Shares 824 Est. Cost $84.80 Unrealized
DE DEERE & CO 0.0%
Value ($000) $103 Shares 248 Est. Cost $388.70 Unrealized -5.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $102 Shares 600 Est. Cost $108.85 Unrealized +57.2%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $99 Shares 350 Est. Cost $193.92 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $98 Shares 348 Est. Cost $122.94 Unrealized +106.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $97 Shares 2,150 Est. Cost $34.20 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $95 Shares 274 Est. Cost $300.41 Unrealized +11.5%
IXN ISHARES TR 0.0%
Value ($000) $95 Shares 1,146 Est. Cost $44.83 Unrealized
DOW DOW INC 0.0%
Value ($000) $92 Shares 1,688 Est. Cost $41.44 Unrealized +15.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $91 Shares 754 Est. Cost $86.71 Unrealized +27.5%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $90 Shares 803 Est. Cost $53.09 Unrealized +86.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $89 Shares 553 Est. Cost $95.52 Unrealized +58.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $88 Shares 150 Est. Cost $498.19 Unrealized +10.1%
NUVL NUVALENT INC 0.0%
Value ($000) $87 Shares 850 Est. Cost $61.88 Unrealized +34.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $85 Shares 315 Est. Cost $329.40 Unrealized -19.4%
T AT&T INC 0.0%
Value ($000) $85 Shares 3,883 Est. Cost $15.42 Unrealized +21.8%
FTNT FORTINET INC 0.0%
Value ($000) $85 Shares 1,095 Est. Cost $62.18 Unrealized +9.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $81 Shares 548 Est. Cost $93.83 Unrealized +40.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $81 Shares 1,800 Est. Cost $35.76 Unrealized +27.7%
EQNR EQUINOR ASA 0.0%
Value ($000) $77 Shares 3,055 Est. Cost $35.81 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $76 Shares 384 Est. Cost $172.83 Unrealized +11.5%
SDY SPDR SER TR 0.0%
Value ($000) $75 Shares 530 Est. Cost $125.11 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $72.93 Unrealized -10.0%
SKECHERS U S A INC 0.0%
Value ($000) $74 Shares 1,100 Est. Cost $41.95 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $73 Shares 525 Est. Cost $101.69 Unrealized +22.4%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $72 Shares 4,500 Est. Cost $13.07 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $71 Shares 400 Est. Cost $87.66 Unrealized +92.1%
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $70 Shares 6,831 Est. Cost $9.46 Unrealized
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $69 Shares 750 Est. Cost $92.24 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $69 Shares 780 Est. Cost $35.98 Unrealized +107.7%
PRI PRIMERICA INC 0.0%
Value ($000) $68 Shares 256 Est. Cost $139.31 Unrealized +81.3%
MOS MOSAIC CO NEW 0.0%
Value ($000) $67 Shares 2,500 Est. Cost $44.52 Unrealized -40.9%
POOL POOL CORP 0.0%
Value ($000) $64 Shares 171 Est. Cost $303.50 Unrealized +11.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $64 Shares 232 Est. Cost $228.99 Unrealized +10.7%
ASML ASML HOLDING N V 0.0%
Value ($000) $63 Shares 76 Est. Cost $546.40 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $62 Shares 525 Est. Cost $44.98 Unrealized +126.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $62 Shares 159 Est. Cost $206.59 Unrealized +63.9%
MMM 3M CO 0.0%
Value ($000) $60 Shares 442 Est. Cost $90.68 Unrealized +31.4%
GGG GRACO INC 0.0%
Value ($000) $59 Shares 679 Est. Cost $63.99 Unrealized +25.6%
EFX EQUIFAX INC 0.0%
Value ($000) $59 Shares 200 Est. Cost $178.71 Unrealized +56.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $58 Shares 1,470 Est. Cost $31.71 Unrealized +22.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $58 Shares 345 Est. Cost $93.48 Unrealized +57.9%
DVY ISHARES TR 0.0%
Value ($000) $56 Shares 416 Est. Cost $120.60 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $55 Shares 1,350 Est. Cost $37.75 Unrealized +2.8%
CG CARLYLE GROUP INC 0.0%
Value ($000) $52 Shares 1,215 Est. Cost $40.68 Unrealized -1.3%
HEI HEICO CORP NEW 0.0%
Value ($000) $52 Shares 200 Est. Cost $211.13 Unrealized +14.6%
HDV ISHARES TR 0.0%
Value ($000) $52 Shares 444 Est. Cost $104.24 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $52 Shares 900 Est. Cost $48.99 Unrealized +4.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $52 Shares 45 Est. Cost $53.77 Unrealized +36.6%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $52 Shares 930 Est. Cost $31.42 Unrealized +68.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $52 Shares 215 Est. Cost $161.06 Unrealized +51.5%
WELL WELLTOWER INC 0.0%
Value ($000) $51 Shares 400 Est. Cost $59.61 Unrealized +91.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $50 Shares 500 Est. Cost $87.06 Unrealized +12.0%
USB US BANCORP DEL 0.0%
Value ($000) $50 Shares 1,100 Est. Cost $35.20 Unrealized +16.8%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $49 Shares 1,350 Est. Cost $39.98 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $48 Shares 102 Est. Cost $266.40 Unrealized +72.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $48 Shares 295 Est. Cost $66.01 Unrealized +130.2%
BP BP PLC 0.0%
Value ($000) $48 Shares 1,534 Est. Cost $36.48 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $47 Shares 103 Est. Cost $412.86 Unrealized +1.3%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $32.75 Unrealized
PPL PPL CORP 0.0%
Value ($000) $46 Shares 1,400 Est. Cost $24.79 Unrealized +17.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $46 Shares 295 Est. Cost $135.28 Unrealized +7.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $45 Shares 260 Est. Cost $140.37 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $45 Shares 127 Est. Cost $265.47 Unrealized +21.6%
MPLX MPLX LP 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $32.84 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $44 Shares 700 Est. Cost $52.38 Unrealized +5.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $43 Shares 346 Est. Cost $71.47 Unrealized +58.5%
LEA LEAR CORP 0.0%
Value ($000) $43 Shares 395 Est. Cost $121.88 Unrealized -10.7%
XBI SPDR SER TR 0.0%
Value ($000) $43 Shares 435 Est. Cost $83.43 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $43 Shares 800 Est. Cost $45.29 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $43 Shares 338 Est. Cost $100.19 Unrealized +17.8%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $42 Shares 440 Est. Cost $72.00 Unrealized +18.2%
MUR MURPHY OIL CORP 0.0%
Value ($000) $42 Shares 1,250 Est. Cost $35.03 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $42 Shares 1,200 Est. Cost $32.51 Unrealized -2.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $42 Shares 85 Est. Cost $321.54 Unrealized +47.8%
AGQ PROSHARES TR II 0.0%
Value ($000) $41 Shares 1,009 Est. Cost $32.00 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $41 Shares 620 Est. Cost $59.64 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $40 Shares 888 Est. Cost $39.91 Unrealized
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $40 Shares 475 Est. Cost $62.83 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 103 Est. Cost $213.11 Unrealized
KEY KEYCORP 0.0%
Value ($000) $39 Shares 2,300 Est. Cost $14.21 Unrealized +4.6%
HSY HERSHEY CO 0.0%
Value ($000) $38 Shares 196 Est. Cost $212.11 Unrealized -12.3%
DHI D R HORTON INC 0.0%
Value ($000) $37 Shares 196 Est. Cost $77.70 Unrealized +122.9%
IYH ISHARES TR 0.0%
Value ($000) $37 Shares 575 Est. Cost $106.26 Unrealized
RLI RLI CORP 0.0%
Value ($000) $37 Shares 240 Est. Cost $54.69 Unrealized +26.5%
USMV ISHARES TR 0.0%
Value ($000) $37 Shares 400 Est. Cost $72.10 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $36 Shares 244 Est. Cost $100.25 Unrealized +30.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $35 Shares 72 Est. Cost $243.83 Unrealized +90.9%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $11.59 Unrealized +2.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $33 Shares 290 Est. Cost $84.81 Unrealized +24.9%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $33 Shares 140 Est. Cost $205.40 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $33 Shares 113 Est. Cost $40.21 Unrealized +30.6%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $33 Shares 210 Est. Cost $121.35 Unrealized +15.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $33 Shares 200 Est. Cost $127.85 Unrealized +10.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $33 Shares 775 Est. Cost $46.08 Unrealized -7.4%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.17 Unrealized
TFSL TFS FINL CORP 0.0%
Value ($000) $31 Shares 2,400 Est. Cost $10.09 Unrealized +15.5%
NTRA NATERA INC 0.0%
Value ($000) $30 Shares 240 Est. Cost $75.21 Unrealized +52.6%
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $30 Shares 471 Est. Cost $45.06 Unrealized +46.4%
KKR KKR & CO INC 0.0%
Value ($000) $30 Shares 228 Est. Cost $90.96 Unrealized +29.1%
NVR NVR INC 0.0%
Value ($000) $29 Shares 3 Est. Cost $4396.05 Unrealized +98.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $29 Shares 138 Est. Cost $204.94 Unrealized
R RYDER SYS INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $83.95 Unrealized +61.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $29 Shares 500 Est. Cost $61.48 Unrealized -10.0%
CTVA CORTEVA INC 0.0%
Value ($000) $29 Shares 488 Est. Cost $61.14 Unrealized -12.0%
MTRN MATERION CORP 0.0%
Value ($000) $28 Shares 250 Est. Cost $81.64 Unrealized +36.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $28 Shares 200 Est. Cost $159.11 Unrealized -16.6%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $15.18 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $27 Shares 550 Est. Cost $29.99 Unrealized +47.3%
DGP DEUTSCHE BK AG LONDON BRH 0.0%
Value ($000) $26 Shares 380 Est. Cost $37.23 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $25 Shares 473 Est. Cost $40.82 Unrealized +18.6%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $25 Shares 78 Est. Cost $272.92 Unrealized +23.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 310 Est. Cost $70.50 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $25 Shares 238 Est. Cost $80.07 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $24 Shares 349 Est. Cost $48.66 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $24 Shares 854 Est. Cost $22.02 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $24 Shares 63 Est. Cost $224.35 Unrealized +53.7%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 100 Est. Cost $183.54 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $12.11 Unrealized +25.5%
NDAQ NASDAQ INC 0.0%
Value ($000) $23 Shares 315 Est. Cost $59.57 Unrealized +12.6%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $22 Shares 350 Est. Cost $64.60 Unrealized -8.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $21 Shares 218 Est. Cost $84.97 Unrealized +9.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $21 Shares 406 Est. Cost $49.86 Unrealized -0.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 40 Est. Cost $472.80 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 240 Est. Cost $87.47 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $21 Shares 176 Est. Cost $86.19 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $21 Shares 108 Est. Cost $176.64 Unrealized +1.2%
INTC INTEL CORP 0.0%
Value ($000) $20 Shares 862 Est. Cost $43.99 Unrealized -43.4%
LIN LINDE PLC 0.0%
Value ($000) $20 Shares 42 Est. Cost $336.76 Unrealized +33.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $20 Shares 250 Est. Cost $79.85 Unrealized -16.4%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $19 Shares 145 Est. Cost $99.06 Unrealized +21.4%
OCFC OCEANFIRST FINL CORP 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $13.88 Unrealized +15.1%
GSK GSK PLC 0.0%
Value ($000) $18 Shares 444 Est. Cost $36.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $18 Shares 395 Est. Cost $30.96 Unrealized +24.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $18 Shares 125 Est. Cost $97.83 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.37 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $17 Shares 900 Est. Cost $13.10 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $85.18 Unrealized +6.1%
XPO XPO INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $33.69 Unrealized +232.2%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $16 Shares 244 Est. Cost $49.50 Unrealized +29.4%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $16 Shares 348 Est. Cost $50.83 Unrealized -34.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $40.58 Unrealized +14.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $13 Shares 125 Est. Cost $80.91 Unrealized +15.0%
XJR ISHARES TR 0.0%
Value ($000) $13 Shares 300 Est. Cost $33.22 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 409 Est. Cost $24.19 Unrealized
KELLANOVA 0.0%
Value ($000) $12 Shares 150 Est. Cost $60.91 Unrealized +12.3%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $12 Shares 259 Est. Cost $42.53 Unrealized +7.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $12 Shares 11 Est. Cost $733.79 Unrealized +50.8%
IWM ISHARES TR 0.0%
Value ($000) $11 Shares 52 Est. Cost $174.37 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $84.89 Unrealized +30.8%
NFLX NETFLIX INC 0.0%
Value ($000) $11 Shares 16 Est. Cost $43.65 Unrealized +53.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $11 Shares 110 Est. Cost $81.21 Unrealized +23.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $62.02 Unrealized -10.7%
SONY SONY GROUP CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $85.74 Unrealized
IT GARTNER INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $322.72 Unrealized +49.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $9 Shares 279 Est. Cost $15.58 Unrealized
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $29.00 Unrealized -46.8%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $9 Shares 125 Est. Cost $70.11 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $8 Shares 119 Est. Cost $68.99 Unrealized -12.6%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $29.59 Unrealized -20.6%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $8 Shares 150 Est. Cost $40.10 Unrealized +26.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $8 Shares 110 Est. Cost $60.70 Unrealized -0.9%
CNC CENTENE CORP DEL 0.0%
Value ($000) $8 Shares 100 Est. Cost $81.68 Unrealized -10.3%
SRE SEMPRA 0.0%
Value ($000) $8 Shares 90 Est. Cost $70.00 Unrealized +9.1%
KBR KBR INC 0.0%
Value ($000) $7 Shares 115 Est. Cost $63.92 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.34 Unrealized -13.9%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.53 Unrealized -7.5%
PGNY PROGYNY INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $30.12 Unrealized -20.3%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $7 Shares 18 Est. Cost $174.62 Unrealized +90.4%
LILMF LILIUM N V 0.0%
Value ($000) $6 Shares 8,250 Est. Cost $0.99 Unrealized -18.3%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $6 Shares 80 Est. Cost $139.44 Unrealized -44.6%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $6 Shares 150 Est. Cost $44.17 Unrealized -22.6%
HLN HALEON PLC 0.0%
Value ($000) $5 Shares 455 Est. Cost $8.33 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 411 Est. Cost $10.68 Unrealized +1.3%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $5 Shares 550 Est. Cost $15.65 Unrealized -52.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 574 Est. Cost $11.88 Unrealized -34.2%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $72.04 Unrealized +5.4%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $4 Shares 96 Est. Cost $50.59 Unrealized -11.8%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 48 Est. Cost $74.54 Unrealized
GERN GERON CORP 0.0%
Value ($000) $3 Shares 700 Est. Cost $4.55 Unrealized 0.0%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $3 Shares 59 Est. Cost $41.81 Unrealized -0.4%
F FORD MTR CO 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.07 Unrealized +3.7%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $2.26 Unrealized
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $3 Shares 29 Est. Cost $112.13 Unrealized -19.6%
HGTY HAGERTY INC 0.0%
Value ($000) $2 Shares 165 Est. Cost $8.70 Unrealized +27.4%
AMRX AMNEAL PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.35 Unrealized +23.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $245.25 Unrealized +8.7%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 104 Est. Cost $13.14 Unrealized -19.5%
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 44 Est. Cost $19.36 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.85 Unrealized -2.1%
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.81 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $1 Shares 11 Est. Cost $43.84 Unrealized 0.0%
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.51 Unrealized +8.9%
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 +5.6%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $1.27 Unrealized +236.7%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.74 Unrealized +89.6%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.76 Unrealized +66.4%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $6.53 Unrealized -29.8%