Olistico Wealth, LLC Diversified Active

CIK: 0001962695 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 29, 2025

Total Value ($000): $161,753 (100.0% shares, 0.0% debt)

Holdings (347)

VUG VANGUARD GROWTH ETF 9.3%
Value ($000) $15,082 Shares 38,616 Est. Cost $244.06 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 8.1%
Value ($000) $13,112 Shares 45,902 Est. Cost $216.45 Unrealized
AAPL APPLE INC COM 8.0%
Value ($000) $12,980 Shares 58,432 Est. Cost $145.82 Unrealized +58.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 5.6%
Value ($000) $9,053 Shares 16,266 Est. Cost $381.64 Unrealized
VTV VANGUARD VALUE ETF 4.9%
Value ($000) $7,937 Shares 45,946 Est. Cost $140.05 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 3.6%
Value ($000) $5,846 Shares 164,029 Est. Cost $31.14 Unrealized
AMZN AMAZON COM INC COM 3.1%
Value ($000) $5,073 Shares 26,664 Est. Cost $100.51 Unrealized +115.9%
NVDA NVIDIA CORPORATION COM 2.8%
Value ($000) $4,536 Shares 41,855 Est. Cost $94.90 Unrealized +33.5%
CGGR CAPITAL GROUP GROWTH ETF 2.4%
Value ($000) $3,921 Shares 114,494 Est. Cost $30.51 Unrealized
OKE ONEOK INC NEW COM 2.3%
Value ($000) $3,797 Shares 37,537 Est. Cost $54.89 Unrealized +73.0%
LLY ELI LILLY & CO COM 1.8%
Value ($000) $2,950 Shares 3,572 Est. Cost $485.57 Unrealized +70.3%
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $2,813 Shares 7,492 Est. Cost $273.06 Unrealized +48.4%
SPY SPDR S&P 500 ETF TRUST 1.6%
Value ($000) $2,632 Shares 4,704 Est. Cost $412.45 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.6%
Value ($000) $2,611 Shares 22,225 Est. Cost $98.28 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.6%
Value ($000) $2,528 Shares 24,174 Est. Cost $101.06 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 1.4%
Value ($000) $2,279 Shares 68,244 Est. Cost $25.68 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 1.3%
Value ($000) $2,165 Shares 88,447 Est. Cost $24.19 Unrealized
AVGO BROADCOM INC COM 1.1%
Value ($000) $1,803 Shares 10,766 Est. Cost $151.84 Unrealized +38.2%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1.1%
Value ($000) $1,715 Shares 51,985 Est. Cost $24.28 Unrealized
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $1,660 Shares 1,754 Est. Cost $485.29 Unrealized +100.0%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $1,656 Shares 10,710 Est. Cost $116.23 Unrealized +55.5%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.9%
Value ($000) $1,433 Shares 4,402 Est. Cost $220.31 Unrealized
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,409 Shares 4,511 Est. Cost $256.04 Unrealized +14.4%
VV VANGUARD LARGE-CAP ETF 0.9%
Value ($000) $1,408 Shares 5,478 Est. Cost $177.39 Unrealized
AAON AAON INC COM PAR $0.004 0.9%
Value ($000) $1,394 Shares 17,848 Est. Cost $51.61 Unrealized +98.9%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.8%
Value ($000) $1,336 Shares 34,756 Est. Cost $28.22 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.8%
Value ($000) $1,321 Shares 5,387 Est. Cost $118.83 Unrealized +111.2%
VHT VANGUARD HEALTH CARE ETF 0.8%
Value ($000) $1,255 Shares 4,742 Est. Cost $245.47 Unrealized
LNT ALLIANT ENERGY CORP COM 0.8%
Value ($000) $1,229 Shares 19,106 Est. Cost $48.07 Unrealized +23.9%
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $1,177 Shares 2,290 Est. Cost $395.42 Unrealized
META META PLATFORMS INC CL A 0.7%
Value ($000) $1,114 Shares 1,933 Est. Cost $283.78 Unrealized +126.7%
AXP AMERICAN EXPRESS CO COM 0.7%
Value ($000) $1,055 Shares 3,919 Est. Cost $180.67 Unrealized +61.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.6%
Value ($000) $1,043 Shares 56,123 Est. Cost $11.87 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $1,039 Shares 2,965 Est. Cost $200.62 Unrealized +67.6%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.6%
Value ($000) $1,018 Shares 17,044 Est. Cost $51.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $1,011 Shares 4,065 Est. Cost $159.19 Unrealized +50.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.6%
Value ($000) $983 Shares 28,792 Est. Cost $25.70 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.6%
Value ($000) $965 Shares 7,364 Est. Cost $98.21 Unrealized
CASY CASEYS GEN STORES INC COM 0.6%
Value ($000) $941 Shares 2,168 Est. Cost $219.37 Unrealized +86.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $940 Shares 1,765 Est. Cost $342.71 Unrealized +41.9%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $767 Shares 4,910 Est. Cost $100.60 Unrealized +81.4%
KO COCA COLA CO COM 0.5%
Value ($000) $746 Shares 10,421 Est. Cost $55.34 Unrealized +17.4%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $733 Shares 6,165 Est. Cost $101.81 Unrealized +5.3%
WMT WALMART INC COM 0.4%
Value ($000) $695 Shares 7,913 Est. Cost $55.07 Unrealized +68.8%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.4%
Value ($000) $683 Shares 13,271 Est. Cost $43.95 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.4%
Value ($000) $668 Shares 2,697 Est. Cost $208.74 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.4%
Value ($000) $640 Shares 22,596 Est. Cost $24.29 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.4%
Value ($000) $629 Shares 9,484 Est. Cost $45.80 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $609 Shares 3,575 Est. Cost $132.57 Unrealized +23.7%
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $608 Shares 1,112 Est. Cost $345.89 Unrealized +70.8%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $590 Shares 3,556 Est. Cost $156.15 Unrealized -2.4%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $582 Shares 3,479 Est. Cost $142.08 Unrealized +5.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $562 Shares 20,114 Est. Cost $28.86 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $562 Shares 1,138 Est. Cost $345.37 Unrealized
RTX RTX CORPORATION COM 0.3%
Value ($000) $545 Shares 4,112 Est. Cost $86.79 Unrealized +43.8%
MRK MERCK & CO INC COM 0.3%
Value ($000) $544 Shares 6,063 Est. Cost $97.55 Unrealized -7.6%
FDX FEDEX CORP COM 0.3%
Value ($000) $535 Shares 2,195 Est. Cost $188.65 Unrealized +34.4%
VDC VANGUARD CONSUMER STAPLES ETF 0.3%
Value ($000) $513 Shares 2,346 Est. Cost $194.49 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.3%
Value ($000) $511 Shares 6,835 Est. Cost $63.90 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $505 Shares 1,530 Est. Cost $219.16 Unrealized +60.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.3%
Value ($000) $479 Shares 4,131 Est. Cost $86.20 Unrealized
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $471 Shares 3,629 Est. Cost $120.59 Unrealized
ALL ALLSTATE CORP COM 0.3%
Value ($000) $467 Shares 2,254 Est. Cost $121.42 Unrealized +57.5%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $459 Shares 1,028 Est. Cost $425.40 Unrealized +5.4%
EOG EOG RES INC COM 0.3%
Value ($000) $456 Shares 3,559 Est. Cost $114.82 Unrealized +9.0%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $448 Shares 3,678 Est. Cost $83.51 Unrealized +43.8%
CRM SALESFORCE INC COM 0.3%
Value ($000) $435 Shares 1,622 Est. Cost $193.55 Unrealized +59.7%
HD HOME DEPOT INC COM 0.3%
Value ($000) $428 Shares 1,167 Est. Cost $282.48 Unrealized +34.8%
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $425 Shares 1,642 Est. Cost $203.82 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $421 Shares 5,380 Est. Cost $67.81 Unrealized +14.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $400 Shares 4,740 Est. Cost $46.49 Unrealized +88.9%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $396 Shares 2,298 Est. Cost $147.13 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $382 Shares 2,123 Est. Cost $154.76 Unrealized +17.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $353 Shares 674 Est. Cost $486.74 Unrealized +2.6%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $333 Shares 9,022 Est. Cost $30.49 Unrealized +14.9%
CB CHUBB LIMITED COM 0.2%
Value ($000) $329 Shares 1,089 Est. Cost $224.22 Unrealized +23.2%
HP HELMERICH & PAYNE INC COM 0.2%
Value ($000) $328 Shares 12,565 Est. Cost $47.07 Unrealized -38.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $324 Shares 1,640 Est. Cost $129.14 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $314 Shares 4,150 Est. Cost $62.08 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $312 Shares 1,408 Est. Cost $183.55 Unrealized
LIN LINDE PLC SHS 0.2%
Value ($000) $312 Shares 670 Est. Cost $322.30 Unrealized +37.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $311 Shares 100 Est. Cost $127.22 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $277 Shares 3,445 Est. Cost $61.01 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $267 Shares 2,705 Est. Cost $103.39 Unrealized +2.8%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $264 Shares 2,566 Est. Cost $122.36 Unrealized -9.1%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $256 Shares 708 Est. Cost $127.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $246 Shares 495 Est. Cost $525.34 Unrealized +2.7%
AMGN AMGEN INC COM 0.2%
Value ($000) $245 Shares 785 Est. Cost $281.18 Unrealized +2.2%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $242 Shares 1,634 Est. Cost $140.28 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $240 Shares 770 Est. Cost $264.95 Unrealized +31.9%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $230 Shares 2,851 Est. Cost $70.68 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $221 Shares 1,141 Est. Cost $151.85 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $221 Shares 4,865 Est. Cost $36.47 Unrealized +8.5%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $219 Shares 400 Est. Cost $451.62 Unrealized +20.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $210 Shares 3,088 Est. Cost $67.92 Unrealized -12.0%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $206 Shares 2,962 Est. Cost $115.70 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $206 Shares 8,110 Est. Cost $24.71 Unrealized -0.0%
PB PROSPERITY BANCSHARES INC COM 0.1%
Value ($000) $205 Shares 2,872 Est. Cost $65.95 Unrealized +11.1%
SYY SYSCO CORP COM 0.1%
Value ($000) $197 Shares 2,625 Est. Cost $71.65 Unrealized -0.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $195 Shares 2,288 Est. Cost $77.73 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $193 Shares 936 Est. Cost $151.04 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $188 Shares 401 Est. Cost $331.82 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $187 Shares 516 Est. Cost $364.31 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $184 Shares 1,230 Est. Cost $170.13 Unrealized -15.7%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $182 Shares 3,053 Est. Cost $40.52 Unrealized +36.8%
CTRA COTERRA ENERGY INC COM 0.1%
Value ($000) $168 Shares 5,800 Est. Cost $26.22 Unrealized +2.9%
ABBV ABBVIE INC COM 0.1%
Value ($000) $167 Shares 796 Est. Cost $157.12 Unrealized +20.5%
KELLANOVA COM 0.1%
Value ($000) $163 Shares 1,970 Est. Cost $56.18 Unrealized +42.4%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $159 Shares 3,169 Est. Cost $43.83 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $154 Shares 2,498 Est. Cost $43.82 Unrealized +37.2%
T AT&T INC COM 0.1%
Value ($000) $150 Shares 5,294 Est. Cost $16.16 Unrealized +50.7%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $148 Shares 788 Est. Cost $243.48 Unrealized
MTCH MATCH GROUP INC NEW COM 0.1%
Value ($000) $134 Shares 4,289 Est. Cost $30.87 Unrealized +4.0%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $131 Shares 620 Est. Cost $183.79 Unrealized +8.0%
VCRB VANGUARD CORE BOND ETF 0.1%
Value ($000) $131 Shares 1,694 Est. Cost $77.74 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.1%
Value ($000) $120 Shares 5,346 Est. Cost $22.68 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $116 Shares 475 Est. Cost $229.56 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $114 Shares 1,050 Est. Cost $107.12 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $111 Shares 470 Est. Cost $225.50 Unrealized +4.5%
ADBE ADOBE INC COM 0.1%
Value ($000) $109 Shares 285 Est. Cost $399.98 Unrealized +7.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $108 Shares 4,905 Est. Cost $36.87 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $107 Shares 763 Est. Cost $123.28 Unrealized +31.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $104 Shares 823 Est. Cost $120.72 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.1%
Value ($000) $102 Shares 7,734 Est. Cost $13.67 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $100 Shares 500 Est. Cost $157.95 Unrealized +23.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $100 Shares 1,611 Est. Cost $60.98 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $97 Shares 2,120 Est. Cost $33.68 Unrealized +44.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.1%
Value ($000) $95 Shares 1,126 Est. Cost $76.36 Unrealized +5.1%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $89 Shares 141 Est. Cost $964.05 Unrealized -29.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $88 Shares 300 Est. Cost $264.27 Unrealized +13.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $87 Shares 1,708 Est. Cost $49.83 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $85 Shares 600 Est. Cost $125.29 Unrealized +3.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $84 Shares 423 Est. Cost $202.89 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $84 Shares 1,023 Est. Cost $78.33 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $83 Shares 271 Est. Cost $236.61 Unrealized +24.8%
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $81 Shares 3,029 Est. Cost $42.68 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $80 Shares 550 Est. Cost $211.43 Unrealized -21.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $77 Shares 789 Est. Cost $88.53 Unrealized +14.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $73 Shares 1,200 Est. Cost $41.01 Unrealized +35.3%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $72 Shares 1,963 Est. Cost $36.44 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $72 Shares 540 Est. Cost $102.94 Unrealized +21.9%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $69 Shares 430 Est. Cost $150.43 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $67 Shares 700 Est. Cost $85.32 Unrealized +13.0%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $67 Shares 1,104 Est. Cost $58.84 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $66 Shares 722 Est. Cost $72.07 Unrealized +16.7%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $66 Shares 1,400 Est. Cost $35.44 Unrealized +28.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $66 Shares 705 Est. Cost $91.22 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $66 Shares 600 Est. Cost $82.62 Unrealized +19.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $66 Shares 993 Est. Cost $126.86 Unrealized -43.9%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $61 Shares 299 Est. Cost $250.27 Unrealized -13.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $54.99 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $56 Shares 1,132 Est. Cost $41.11 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $55 Shares 730 Est. Cost $31.56 Unrealized +1.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $54 Shares 338 Est. Cost $91.29 Unrealized +50.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $53 Shares 309 Est. Cost $170.81 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $53 Shares 2,500 Est. Cost $25.69 Unrealized +10.5%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $52 Shares 500 Est. Cost $86.78 Unrealized +20.8%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $51 Shares 431 Est. Cost $119.47 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $51 Shares 571 Est. Cost $78.07 Unrealized +12.0%
BA BOEING CO COM 0.0%
Value ($000) $51 Shares 300 Est. Cost $177.91 Unrealized -2.7%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $48 Shares 525 Est. Cost $88.48 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $47 Shares 50 Est. Cost $840.24 Unrealized +14.5%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $47 Shares 1,085 Est. Cost $58.63 Unrealized 0.0%
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value ($000) $45 Shares 1,638 Est. Cost $27.44 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $45 Shares 304 Est. Cost $145.67 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $44 Shares 65 Est. Cost $727.53 Unrealized -1.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $44 Shares 487 Est. Cost $90.54 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $43 Shares 2,089 Est. Cost $20.96 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $37.76 Unrealized +17.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $42 Shares 223 Est. Cost $188.81 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $42 Shares 500 Est. Cost $55.73 Unrealized +48.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $41 Shares 429 Est. Cost $67.62 Unrealized +49.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $41 Shares 695 Est. Cost $58.52 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $41 Shares 372 Est. Cost $76.80 Unrealized +29.2%
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.0%
Value ($000) $40 Shares 516 Est. Cost $75.17 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $38 Shares 639 Est. Cost $39.11 Unrealized +30.5%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $38 Shares 1,058 Est. Cost $28.32 Unrealized +15.9%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $37 Shares 151 Est. Cost $236.81 Unrealized +5.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $37 Shares 595 Est. Cost $54.08 Unrealized +13.3%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $36 Shares 989 Est. Cost $28.86 Unrealized +24.6%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $35 Shares 372 Est. Cost $94.27 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $34 Shares 113 Est. Cost $158.10 Unrealized +120.2%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $33 Shares 1,236 Est. Cost $42.09 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $32 Shares 260 Est. Cost $94.26 Unrealized +17.3%
BWA BORGWARNER INC COM 0.0%
Value ($000) $31 Shares 1,089 Est. Cost $33.82 Unrealized -11.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $31 Shares 249 Est. Cost $139.62 Unrealized -14.6%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $19.54 Unrealized +55.3%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $30 Shares 300 Est. Cost $79.92 Unrealized +29.4%
DOW DOW INC COM 0.0%
Value ($000) $29 Shares 830 Est. Cost $51.21 Unrealized -29.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $29 Shares 133 Est. Cost $176.27 Unrealized +7.5%
SBR SABINE RTY TR UNIT BEN INT 0.0%
Value ($000) $29 Shares 427 Est. Cost $64.69 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $28 Shares 269 Est. Cost $115.21 Unrealized -16.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $28 Shares 200 Est. Cost $146.90 Unrealized -0.3%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $28 Shares 21 Est. Cost $204.79 Unrealized +116.5%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $28 Shares 138 Est. Cost $113.18 Unrealized +72.0%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $27 Shares 2,366 Est. Cost $13.30 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $27 Shares 276 Est. Cost $96.58 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $26 Shares 124 Est. Cost $260.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $26 Shares 155 Est. Cost $173.85 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $60.20 Unrealized +9.3%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $25 Shares 492 Est. Cost $48.74 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $24 Shares 69 Est. Cost $306.02 Unrealized +13.8%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $24 Shares 201 Est. Cost $141.59 Unrealized -17.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $24 Shares 75 Est. Cost $277.03 Unrealized +24.9%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $70.09 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $22 Shares 309 Est. Cost $67.61 Unrealized +1.6%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $22 Shares 697 Est. Cost $29.67 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $21 Shares 428 Est. Cost $49.79 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 242 Est. Cost $88.31 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $93.72 Unrealized +2.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $36.32 Unrealized +5.9%
F FORD MTR CO COM 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $11.13 Unrealized -17.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $20 Shares 290 Est. Cost $57.99 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $20 Shares 21 Est. Cost $95.10 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $19 Shares 886 Est. Cost $36.06 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $171.33 Unrealized +22.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $18 Shares 154 Est. Cost $90.80 Unrealized +38.7%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $18 Shares 453 Est. Cost $40.69 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $227.18 Unrealized -14.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $17 Shares 245 Est. Cost $59.85 Unrealized +24.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $130.81 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $17 Shares 108 Est. Cost $133.30 Unrealized +6.3%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $16 Shares 201 Est. Cost $91.78 Unrealized -5.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $16 Shares 511 Est. Cost $23.97 Unrealized +56.3%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $16 Shares 200 Est. Cost $65.81 Unrealized +24.0%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $16 Shares 400 Est. Cost $41.98 Unrealized -9.8%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $15 Shares 225 Est. Cost $66.51 Unrealized
HANCOCK JOHN PFD INCOME FD III COM 0.0%
Value ($000) $15 Shares 1,019 Est. Cost $15.81 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $62.72 Unrealized +14.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $15 Shares 86 Est. Cost $95.52 Unrealized +69.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $14 Shares 28 Est. Cost $422.31 Unrealized +31.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $14 Shares 39 Est. Cost $376.09 Unrealized +1.3%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $35.52 Unrealized -9.4%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $13 Shares 146 Est. Cost $88.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $13 Shares 25 Est. Cost $569.66 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $13 Shares 51 Est. Cost $297.86 Unrealized +11.9%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $13 Shares 89 Est. Cost $167.10 Unrealized +1.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $12 Shares 37 Est. Cost $313.71 Unrealized +14.4%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $34.94 Unrealized +22.2%
ADSK AUTODESK INC COM 0.0%
Value ($000) $12 Shares 46 Est. Cost $224.64 Unrealized +26.6%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $12 Shares 59 Est. Cost $266.65 Unrealized 0.0%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $12 Shares 144 Est. Cost $76.57 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $11 Shares 120 Est. Cost $97.26 Unrealized +12.0%
INTC INTEL CORP COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $32.50 Unrealized -32.7%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $11 Shares 563 Est. Cost $16.46 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $11 Shares 80 Est. Cost $113.27 Unrealized +34.1%
EMPIRE PETE CORP COM 0.0%
Value ($000) $10 Shares 1,650 Est. Cost $5.16 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $10 Shares 125 Est. Cost $81.35 Unrealized +5.5%
FPWR FIRST TRUST EIP CARBON IMPACT ETF 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.67 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 57 Est. Cost $152.56 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $62.02 Unrealized -22.9%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $10 Shares 126 Est. Cost $101.39 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $10 Shares 112 Est. Cost $124.60 Unrealized -23.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $9 Shares 86 Est. Cost $128.78 Unrealized -12.5%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $9 Shares 155 Est. Cost $60.61 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $9 Shares 249 Est. Cost $47.24 Unrealized -26.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 37 Est. Cost $250.13 Unrealized
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $9 Shares 212 Est. Cost $39.75 Unrealized +18.2%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $9 Shares 375 Est. Cost $23.78 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $9 Shares 35 Est. Cost $249.61 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.79 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $8 Shares 620 Est. Cost $10.33 Unrealized
NTB BANK OF NT BUTTERFIELD&SON LTD SHS NEW 0.0%
Value ($000) $8 Shares 200 Est. Cost $31.46 Unrealized +16.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $8 Shares 67 Est. Cost $106.90 Unrealized +1.9%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $7 Shares 34 Est. Cost $215.71 Unrealized
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $7 Shares 280 Est. Cost $24.08 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.94 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $7 Shares 82 Est. Cost $68.14 Unrealized +19.1%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $7 Shares 90 Est. Cost $74.98 Unrealized +4.2%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $57.91 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $6 Shares 72 Est. Cost $79.30 Unrealized +19.2%
HPQ HP INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.71 Unrealized +2.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $265.38 Unrealized +38.2%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $66.02 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.09 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $5 Shares 590 Est. Cost $17.91 Unrealized -43.3%
EOLS EVOLUS INC COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.30 Unrealized +6.3%
MERC MERCER INTL INC COM 0.0%
Value ($000) $5 Shares 755 Est. Cost $9.03 Unrealized -28.1%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.66 Unrealized +38.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $4 Shares 408 Est. Cost $8.01 Unrealized +30.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $139.87 Unrealized +33.5%
CKX CKX LDS INC COM 0.0%
Value ($000) $4 Shares 339 Est. Cost $13.80 Unrealized -15.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $4 Shares 257 Est. Cost $18.01 Unrealized +7.7%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $54.85 Unrealized +34.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $4 Shares 115 Est. Cost $36.12 Unrealized +13.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $3 Shares 44 Est. Cost $71.59 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $87.00 Unrealized +16.1%
XPO XPO INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $111.92 Unrealized +13.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $80.46 Unrealized -6.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.37 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $3 Shares 96 Est. Cost $29.57 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 35 Est. Cost $76.57 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $63.12 Unrealized 0.0%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $98.07 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $65.59 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $125.64 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $95.37 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.31 Unrealized -27.5%
PVI INVESCO FLOATING RATE MUNICIPAL INCOME ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.79 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $62.12 Unrealized -12.5%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $68.90 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $104.51 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $148.36 Unrealized -3.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $77.28 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.40 Unrealized +6.1%
SAP SAP SE SPON ADR 0.0%
Value ($000) $2 Shares 6 Est. Cost $268.50 Unrealized
AES AES CORP COM 0.0%
Value ($000) $2 Shares 129 Est. Cost $16.44 Unrealized -33.0%
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.01 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $57.59 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $93.75 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $218.39 Unrealized 0.0%
WING WINGSTOP INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $388.54 Unrealized -33.1%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.70 Unrealized +48.0%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $131.75 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.41 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $272.92 Unrealized +31.1%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.93 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 35 Est. Cost $31.43 Unrealized +7.8%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $36.04 Unrealized +38.8%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $98.29 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.10 Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $1 Shares 126 Est. Cost $5.49 Unrealized +60.1%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.34 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.15 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.39 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.75 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $286.33 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $449.66 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $199.81 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $192.75 Unrealized 0.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $186.85 Unrealized -11.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.16 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $77.78 Unrealized 0.0%
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $46.42 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.70 Unrealized -19.7%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 36 Est. Cost $18.81 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $166.88 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $164.52 Unrealized 0.0%
CRH CRH PLC ORD 0.0%
Value ($000) $0 Shares 5 Est. Cost $97.65 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $75.52 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $46.13 Unrealized +21.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $377.08 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.93 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $10.24 Unrealized -2.2%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.51 Unrealized +9.3%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $2.14 Unrealized -20.7%
GOEVQ CANOO INC COM 0.0%
Value ($000) $0 Shares 42 Est. Cost $1.41 Unrealized