Baron Wealth Management LLC Diversified Active

Location: Troy, MI

CIK: 0001968507 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 16, 2026

Total Value: $334M (100.0% shares, 0.0% debt)

Holdings (279)

QUAL ISHARES TR 16.1%
Value $53.85M Shares 280,742 Est. Cost $119.07 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 8.8%
Value $29.45M Shares 739,650 Est. Cost $34.42 Unrealized
MFSI MFS ACTIVE EXCHANGE TRADED F 8.7%
Value $28.96M Shares 974,446 Est. Cost $27.22 Unrealized
IJR ISHARES TR 6.4%
Value $21.41M Shares 172,228 Est. Cost $98.65 Unrealized
AAPL APPLE INC 4.3%
Value $14.43M Shares 56,850 Est. Cost $197.52 Unrealized +33.1%
SNA SNAP ON INC 2.7%
Value $8.879M Shares 24,447 Est. Cost $220.29 Unrealized +68.5%
SDVY FIRST TR EXCHANGE TRADED FD 2.2%
Value $7.41M Shares 187,931 Est. Cost $36.74 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 1.9%
Value $6.303M Shares 50,414 Est. Cost $122.23 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.6%
Value $5.515M Shares 8,481 Est. Cost $382.42 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 1.4%
Value $4.725M Shares 313,953 Est. Cost $29.44 Unrealized -44.5%
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value $4.229M Shares 19,665 Est. Cost $156.34 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value $3.991M Shares 22,887 Est. Cost $111.58 Unrealized +67.3%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value $3.304M Shares 51,567 Est. Cost $43.05 Unrealized
MSFT MICROSOFT CORP 1.0%
Value $3.24M Shares 8,753 Est. Cost $286.47 Unrealized +51.7%
IVW ISHARES TR 1.0%
Value $3.222M Shares 28,485 Est. Cost $58.50 Unrealized
AMZN AMAZON COM INC 0.9%
Value $3.13M Shares 15,028 Est. Cost $144.96 Unrealized +56.5%
GOOGL ALPHABET INC 0.9%
Value $2.961M Shares 10,297 Est. Cost $192.96 Unrealized +67.5%
JNJ JOHNSON & JOHNSON 0.9%
Value $2.878M Shares 11,773 Est. Cost $156.86 Unrealized +45.3%
GOOG ALPHABET INC 0.8%
Value $2.516M Shares 8,769 Est. Cost $210.91 Unrealized +53.5%
FIVE FIVE BELOW INC 0.7%
Value $2.221M Shares 9,722 Est. Cost $146.03 Unrealized +38.1%
JPM JPMORGAN CHASE & CO 0.5%
Value $1.812M Shares 6,160 Est. Cost $163.17 Unrealized +90.9%
AVGO BROADCOM INC 0.5%
Value $1.787M Shares 5,775 Est. Cost $254.18 Unrealized +31.5%
PH PARKER-HANNIFIN CORP 0.5%
Value $1.632M Shares 1,823 Est. Cost $503.71 Unrealized +90.2%
FELG FIDELITY COVINGTON TRUST 0.5%
Value $1.571M Shares 41,908 Est. Cost $40.02 Unrealized
WMT WALMART INC 0.5%
Value $1.521M Shares 12,242 Est. Cost $73.18 Unrealized +66.8%
QQQ INVESCO QQQ TR 0.4%
Value $1.465M Shares 2,538 Est. Cost $273.94 Unrealized
BWA BORGWARNER INC 0.4%
Value $1.444M Shares 26,607 Est. Cost $34.46 Unrealized +51.8%
ADI ANALOG DEVICES INC 0.4%
Value $1.425M Shares 4,480 Est. Cost $153.33 Unrealized +106.2%
TSLA TESLA INC 0.4%
Value $1.211M Shares 3,258 Est. Cost $237.49 Unrealized +79.4%
V VISA INC 0.4%
Value $1.208M Shares 3,998 Est. Cost $238.33 Unrealized +38.1%
GILD GILEAD SCIENCES INC 0.4%
Value $1.189M Shares 8,530 Est. Cost $96.91 Unrealized +42.8%
META META PLATFORMS INC 0.3%
Value $1.154M Shares 2,017 Est. Cost $514.30 Unrealized +27.5%
EFA ISHARES TR 0.3%
Value $1.151M Shares 11,854 Est. Cost $66.44 Unrealized
NFLX NETFLIX INC. 0.3%
Value $1.136M Shares 11,813 Est. Cost $103.70 Unrealized -19.2%
LOW LOWES COS INC 0.3%
Value $1.112M Shares 4,705 Est. Cost $212.51 Unrealized +27.8%
SAN BANCO SANTANDER SA 0.3%
Value $1.051M Shares 93,196 Est. Cost $6.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.045M Shares 2,181 Est. Cost $388.44 Unrealized +27.0%
CAT CATERPILLAR INC 0.3%
Value $1.034M Shares 1,460 Est. Cost $269.22 Unrealized +154.2%
CTVA CORTEVA INC 0.3%
Value $1.002M Shares 11,973 Est. Cost $66.34 Unrealized +9.7%
BND VANGUARD BD INDEX FDS 0.3%
Value $998K Shares 13,553 Est. Cost $74.04 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value $960K Shares 6,644 Est. Cost $134.47 Unrealized +12.9%
MS MORGAN STANLEY 0.3%
Value $941K Shares 5,715 Est. Cost $91.46 Unrealized +96.4%
LIN LINDE PLC 0.3%
Value $940K Shares 1,897 Est. Cost $355.86 Unrealized +29.3%
JBL JABIL INC 0.3%
Value $938K Shares 3,531 Est. Cost $115.96 Unrealized +113.9%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%
Value $937K Shares 2,774 Est. Cost $97.68 Unrealized
FAST FASTENAL CO 0.3%
Value $931K Shares 20,061 Est. Cost $31.73 Unrealized +39.5%
AEIS ADVANCED ENERGY INDS 0.3%
Value $929K Shares 2,878 Est. Cost $83.03 Unrealized +225.8%
CSCO CISCO SYS INC 0.3%
Value $916K Shares 11,802 Est. Cost $49.09 Unrealized +58.7%
VOO VANGUARD INDEX FDS 0.3%
Value $895K Shares 1,497 Est. Cost $384.65 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value $894K Shares 4,557 Est. Cost $163.36 Unrealized
IWR ISHARES TR 0.3%
Value $869K Shares 8,942 Est. Cost $67.97 Unrealized
RRR RED ROCK RESORTS INC 0.3%
Value $839K Shares 15,718 Est. Cost $46.49 Unrealized +35.2%
XOM EXXON MOBIL CORP 0.2%
Value $830K Shares 4,891 Est. Cost $107.48 Unrealized +29.1%
LLY ELI LILLY & CO 0.2%
Value $827K Shares 899 Est. Cost $734.61 Unrealized +42.5%
BKDV BNY MELLON ETF TRUST II 0.2%
Value $818K Shares 27,594 Est. Cost $29.17 Unrealized
IWM ISHARES TR 0.2%
Value $814K Shares 3,284 Est. Cost $176.29 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $791K Shares 1,860 Est. Cost $357.70 Unrealized +35.7%
AMGN AMGEN INC 0.2%
Value $783K Shares 2,225 Est. Cost $309.63 Unrealized +12.9%
SU SUNCOR ENERGY INC NEW 0.2%
Value $769K Shares 11,636 Est. Cost $36.86 Unrealized +40.5%
VOD VODAFONE GROUP PLC 0.2%
Value $758K Shares 50,496 Est. Cost $10.34 Unrealized
ABBV ABBVIE INC 0.2%
Value $755K Shares 3,469 Est. Cost $187.55 Unrealized +18.7%
MO ALTRIA GROUP INC 0.2%
Value $753K Shares 11,405 Est. Cost $51.81 Unrealized +21.7%
BCS BARCLAYS PLC 0.2%
Value $747K Shares 35,288 Est. Cost $14.75 Unrealized
DB DEUTSCHE BK AG 0.2%
Value $740K Shares 24,859 Est. Cost $18.45 Unrealized +106.1%
NWG NATWEST GROUP PLC 0.2%
Value $716K Shares 48,058 Est. Cost $11.42 Unrealized
WFC WELLS FARGO & CO 0.2%
Value $703K Shares 8,834 Est. Cost $60.27 Unrealized +49.4%
USB US BANCORP 0.2%
Value $700K Shares 13,467 Est. Cost $41.23 Unrealized +37.4%
F FORD MTR CO 0.2%
Value $680K Shares 58,916 Est. Cost $10.14 Unrealized +35.5%
MA MASTERCARD INCORPORATED 0.2%
Value $679K Shares 1,359 Est. Cost $438.18 Unrealized +23.0%
CB CHUBB LTD SWITZ 0.2%
Value $666K Shares 2,042 Est. Cost $222.19 Unrealized +42.3%
KGC KINROSS GOLD CORP 0.2%
Value $650K Shares 21,288 Est. Cost $13.03 Unrealized +159.3%
RTX RTX CORPORATION 0.2%
Value $628K Shares 3,254 Est. Cost $87.38 Unrealized +125.0%
EFXT ENERFLEX LTD 0.2%
Value $623K Shares 29,779 Est. Cost $10.87 Unrealized +61.4%
TYL TYLER TECHNOLOGIES INC 0.2%
Value $622K Shares 1,816 Est. Cost $360.63 Unrealized +6.8%
UI UBIQUITI INC 0.2%
Value $618K Shares 782 Est. Cost $367.00 Unrealized +68.4%
BAC BANK AMERICA CORP 0.2%
Value $616K Shares 12,643 Est. Cost $43.69 Unrealized +22.8%
OEF ISHARES TR 0.2%
Value $611K Shares 1,920 Est. Cost $170.56 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value $607K Shares 3,106 Est. Cost $183.08 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATION 0.2%
Value $606K Shares 4,630 Est. Cost $80.90 Unrealized +55.8%
VO VANGUARD INDEX FDS 0.2%
Value $602K Shares 2,097 Est. Cost $209.87 Unrealized
AA ALCOA CORP 0.2%
Value $599K Shares 9,029 Est. Cost $41.15 Unrealized +48.5%
CL COLGATE PALMOLIVE CO 0.2%
Value $585K Shares 6,865 Est. Cost $88.58 Unrealized +0.2%
HEI HEICO CORP NEW 0.2%
Value $580K Shares 2,117 Est. Cost $155.90 Unrealized +117.4%
EMR EMERSON ELEC CO 0.2%
Value $574K Shares 4,382 Est. Cost $111.93 Unrealized +32.7%
MU MICRON TECHNOLOGY INC 0.2%
Value $566K Shares 1,676 Est. Cost $99.77 Unrealized +287.9%
STRL STERLING INFRASTRUCTURE INC 0.2%
Value $555K Shares 1,363 Est. Cost $118.82 Unrealized +216.8%
PENN PENN ENTERTAINMENT INC 0.2%
Value $547K Shares 36,363 Est. Cost $15.69 Unrealized -13.9%
CVX CHEVRON CORPORATION 0.2%
Value $540K Shares 2,611 Est. Cost $151.46 Unrealized +13.5%
IMO IMPERIAL OIL LTD 0.2%
Value $527K Shares 4,030 Est. Cost $72.11 Unrealized +45.5%
IVLU ISHARES TR 0.2%
Value $526K Shares 13,262 Est. Cost $35.10 Unrealized
NOW SERVICENOW INC 0.2%
Value $519K Shares 4,968 Est. Cost $145.32 Unrealized -16.6%
MRK MERCK & CO INC 0.2%
Value $515K Shares 4,282 Est. Cost $84.55 Unrealized +35.2%
MCO MOODYS CORP 0.2%
Value $515K Shares 1,180 Est. Cost $474.84 Unrealized +3.1%
TRV TRAVELERS COMPANIES INC 0.2%
Value $512K Shares 1,755 Est. Cost $225.92 Unrealized +27.7%
MCD MCDONALDS CORP 0.2%
Value $511K Shares 1,645 Est. Cost $271.01 Unrealized +17.1%
NEE NEXTERA ENERGY INC 0.2%
Value $506K Shares 5,448 Est. Cost $71.03 Unrealized +22.7%
DHR DANAHER CORP DEL 0.2%
Value $504K Shares 2,659 Est. Cost $225.57 Unrealized -0.4%
MUR MURPHY OIL CORP 0.1%
Value $500K Shares 12,118 Est. Cost $22.20 Unrealized +43.1%
ADSK AUTODESK INC 0.1%
Value $499K Shares 2,085 Est. Cost $253.74 Unrealized 0.0%
BPOP POPULAR INC 0.1%
Value $497K Shares 3,706 Est. Cost $97.01 Unrealized +39.4%
GTX GARRETT MOTION INC 0.1%
Value $496K Shares 27,324 Est. Cost $10.34 Unrealized +82.8%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $496K Shares 22,890 Est. Cost $8.19 Unrealized
CGAU CENTERRA GOLD INC 0.1%
Value $491K Shares 27,602 Est. Cost $7.98 Unrealized +120.6%
IGF ISHARES TR 0.1%
Value $490K Shares 7,313 Est. Cost $46.33 Unrealized
CBT CABOT CORP 0.1%
Value $485K Shares 6,437 Est. Cost $74.61 Unrealized -1.9%
JOYY JOYY INC 0.1%
Value $480K Shares 8,212 Est. Cost $44.46 Unrealized
CRM SALESFORCE INC 0.1%
Value $479K Shares 2,568 Est. Cost $174.65 Unrealized +23.5%
VRSK VERISK ANALYTICS INC 0.1%
Value $479K Shares 2,523 Est. Cost $179.95 Unrealized +13.2%
AFL AFLAC INC 0.1%
Value $478K Shares 4,361 Est. Cost $71.66 Unrealized +55.2%
C CITIGROUP INC 0.1%
Value $477K Shares 4,205 Est. Cost $78.15 Unrealized +48.7%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value $476K Shares 1,695 Est. Cost $193.49 Unrealized +40.6%
MCK MCKESSON CORP 0.1%
Value $473K Shares 546 Est. Cost $471.75 Unrealized +85.6%
MMM 3M CO 0.1%
Value $467K Shares 3,217 Est. Cost $100.64 Unrealized +62.9%
ECL ECOLAB INC 0.1%
Value $466K Shares 1,753 Est. Cost $240.21 Unrealized +19.2%
MGA MAGNA INTL INC 0.1%
Value $466K Shares 8,341 Est. Cost $50.65 Unrealized +13.0%
ENSG ENSIGN GROUP INC 0.1%
Value $465K Shares 2,309 Est. Cost $90.75 Unrealized +108.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value $465K Shares 3,550 Est. Cost $94.81 Unrealized +27.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $464K Shares 1,343 Est. Cost $242.30 Unrealized +41.6%
SYK STRYKER CORPORATION 0.1%
Value $462K Shares 1,407 Est. Cost $249.48 Unrealized +46.2%
DLX DELUXE CORP MEDIUM TERM NTS 0.1%
Value $459K Shares 16,651 Est. Cost $20.93 Unrealized +20.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $455K Shares 538 Est. Cost $438.24 Unrealized +112.8%
BFH BREAD FINANCIAL HOLDINGS INC 0.1%
Value $455K Shares 6,074 Est. Cost $68.36 Unrealized +8.1%
ZTS ZOETIS INC 0.1%
Value $445K Shares 3,763 Est. Cost $143.29 Unrealized -12.1%
SHEL SHELL PLC 0.1%
Value $442K Shares 4,754 Est. Cost $60.97 Unrealized
ROL ROLLINS INC 0.1%
Value $438K Shares 8,197 Est. Cost $37.33 Unrealized +65.6%
BTE BAYTEX ENERGY CORP 0.1%
Value $437K Shares 97,717 Est. Cost $3.19 Unrealized +8.2%
KMT KENNAMETAL INC 0.1%
Value $433K Shares 11,972 Est. Cost $21.66 Unrealized +64.4%
ASML ASML HLDG NV 0.1%
Value $432K Shares 327 Est. Cost $801.39 Unrealized
GE GE AEROSPACE 0.1%
Value $432K Shares 1,522 Est. Cost $237.57 Unrealized +33.9%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $430K Shares 431 Est. Cost $931.88 Unrealized +3.4%
IDXX IDEXX LABS INC 0.1%
Value $427K Shares 760 Est. Cost $391.56 Unrealized +71.2%
VRSN VERISIGN INC 0.1%
Value $419K Shares 1,687 Est. Cost $235.45 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.1%
Value $418K Shares 12,141 Est. Cost $19.99 Unrealized +85.6%
WRB BERKLEY W R CORP 0.1%
Value $412K Shares 6,220 Est. Cost $47.27 Unrealized +46.9%
CLS CELESTICA INC 0.1%
Value $409K Shares 1,453 Est. Cost $120.19 Unrealized +150.4%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $404K Shares 1,991 Est. Cost $123.03 Unrealized +67.5%
BKE BUCKLE INC 0.1%
Value $403K Shares 7,997 Est. Cost $39.82 Unrealized +30.0%
LOPE GRAND CANYON ED INC 0.1%
Value $402K Shares 2,366 Est. Cost $99.91 Unrealized +69.4%
MLI MUELLER INDS INC 0.1%
Value $397K Shares 3,584 Est. Cost $81.74 Unrealized +52.2%
TS TENARIS S A 0.1%
Value $392K Shares 6,732 Est. Cost $39.35 Unrealized
ALL ALLSTATE CORP 0.1%
Value $389K Shares 1,878 Est. Cost $163.16 Unrealized +24.4%
DDS DILLARDS INC 0.1%
Value $389K Shares 679 Est. Cost $371.35 Unrealized +74.0%
TJX TJX COS INC NEW 0.1%
Value $386K Shares 2,417 Est. Cost $82.98 Unrealized +85.9%
ON ON SEMICONDUCTOR CORP 0.1%
Value $385K Shares 6,212 Est. Cost $69.45 Unrealized -7.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $384K Shares 1,417 Est. Cost $405.18 Unrealized -23.8%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $382K Shares 1,989 Est. Cost $191.68 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value $380K Shares 802 Est. Cost $387.19 Unrealized +28.6%
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value $377K Shares 6,884 Est. Cost $47.02 Unrealized
PHM PULTE GROUP INC 0.1%
Value $376K Shares 3,200 Est. Cost $131.41 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $369K Shares 750 Est. Cost $524.47 Unrealized +9.6%
WCC WESCO INTL INC 0.1%
Value $364K Shares 1,330 Est. Cost $168.99 Unrealized +70.6%
CTAS CINTAS CORP 0.1%
Value $364K Shares 2,151 Est. Cost $194.14 Unrealized -0.4%
MINT PIMCO ETF TR 0.1%
Value $359K Shares 3,574 Est. Cost $99.49 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value $359K Shares 1,986 Est. Cost $172.04 Unrealized +26.9%
SCHW SCHWAB CHARLES CORP 0.1%
Value $358K Shares 3,810 Est. Cost $79.72 Unrealized +25.6%
TSEM TOWER SEMICONDUCTOR LTD 0.1%
Value $357K Shares 2,035 Est. Cost $128.86 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $357K Shares 1,473 Est. Cost $275.71 Unrealized +3.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $354K Shares 907 Est. Cost $378.54 Unrealized +13.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $351K Shares 2,229 Est. Cost $126.63 Unrealized +30.3%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value $347K Shares 3,687 Est. Cost $80.62 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $346K Shares 2,622 Est. Cost $102.65 Unrealized 0.0%
CM CANADIAN IMPERIAL BANK OF CO 0.1%
Value $345K Shares 3,640 Est. Cost $66.27 Unrealized +42.7%
ETR ENTERGY CORP NEW 0.1%
Value $343K Shares 3,056 Est. Cost $75.31 Unrealized +29.3%
TNL TRAVEL PLUS LEISURE CO 0.1%
Value $343K Shares 4,953 Est. Cost $65.32 Unrealized +11.5%
RBA RB GLOBAL INC 0.1%
Value $341K Shares 3,553 Est. Cost $56.38 Unrealized +95.0%
GEV GE VERNOVA INC 0.1%
Value $333K Shares 381 Est. Cost $622.13 Unrealized +18.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $332K Shares 1,275 Est. Cost $248.16 Unrealized +10.1%
VEEV VEEVA SYS INC 0.1%
Value $330K Shares 1,876 Est. Cost $173.86 Unrealized +17.3%
UNP UNION PAC CORP 0.1%
Value $329K Shares 1,354 Est. Cost $202.10 Unrealized +20.4%
SAIA SAIA INC 0.1%
Value $326K Shares 927 Est. Cost $269.28 Unrealized +38.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $325K Shares 1,562 Est. Cost $135.76 Unrealized +65.7%
FBP FIRST BANCORP CORPORATION 0.1%
Value $325K Shares 15,207 Est. Cost $19.98 Unrealized +9.8%
SBUX STARBUCKS CORP 0.1%
Value $314K Shares 3,505 Est. Cost $87.82 Unrealized +6.6%
PEP PEPSICO INC 0.1%
Value $312K Shares 2,011 Est. Cost $154.74 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value $309K Shares 1,903 Est. Cost $215.05 Unrealized -8.1%
OVV OVINTIV INC 0.1%
Value $309K Shares 5,208 Est. Cost $43.67 Unrealized 0.0%
CNS COHEN & STEERS INC 0.1%
Value $305K Shares 4,870 Est. Cost $66.09 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC 0.1%
Value $303K Shares 1,143 Est. Cost $264.08 Unrealized +16.3%
ABT ABBOTT LABORATORIES 0.1%
Value $303K Shares 2,949 Est. Cost $117.38 Unrealized -1.7%
MEDP MEDPACE HLDGS INC 0.1%
Value $302K Shares 628 Est. Cost $269.93 Unrealized +100.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $301K Shares 996 Est. Cost $301.02 Unrealized +18.3%
PHIN PHINIA INC 0.1%
Value $300K Shares 4,382 Est. Cost $53.98 Unrealized +32.7%
MSCI MSCI INC 0.1%
Value $298K Shares 552 Est. Cost $555.59 Unrealized +2.5%
APH AMPHENOL CORP 0.1%
Value $296K Shares 2,342 Est. Cost $81.39 Unrealized +79.9%
ZIM ZIM INTEGRATED SHIPPING SERV 0.1%
Value $296K Shares 11,216 Est. Cost $17.79 Unrealized +31.8%
LII LENNOX INTL INC 0.1%
Value $293K Shares 631 Est. Cost $301.04 Unrealized +75.0%
MOAT VANECK ETF TRUST 0.1%
Value $293K Shares 3,025 Est. Cost $96.70 Unrealized
SAP SAP SE 0.1%
Value $292K Shares 1,707 Est. Cost $158.23 Unrealized
SII SPROTT INC 0.1%
Value $291K Shares 2,035 Est. Cost $124.11 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value $289K Shares 1,154 Est. Cost $243.08 Unrealized +3.7%
GWW WW GRAINGER INC 0.1%
Value $289K Shares 265 Est. Cost $997.28 Unrealized +9.8%
TNK TEEKAY TANKERS LTD 0.1%
Value $287K Shares 3,916 Est. Cost $56.15 Unrealized +14.8%
KR KROGER CO 0.1%
Value $286K Shares 3,951 Est. Cost $64.60 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value $285K Shares 830 Est. Cost $319.42 Unrealized +11.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $280K Shares 645 Est. Cost $259.89 Unrealized +60.0%
CSX CSX CORP 0.1%
Value $278K Shares 6,763 Est. Cost $29.89 Unrealized +28.9%
RMD RESMED INC 0.1%
Value $276K Shares 1,227 Est. Cost $234.05 Unrealized +9.3%
WAFD WAFD INC 0.1%
Value $274K Shares 8,720 Est. Cost $30.56 Unrealized +6.5%
CME CME GROUP INC 0.1%
Value $273K Shares 924 Est. Cost $222.48 Unrealized +30.1%
GLW CORNING INC 0.1%
Value $271K Shares 1,995 Est. Cost $111.68 Unrealized 0.0%
DHT DHT HOLDINGS INC 0.1%
Value $269K Shares 14,750 Est. Cost $11.12 Unrealized +28.7%
MKL MARKEL GROUP INC 0.1%
Value $264K Shares 138 Est. Cost $2025.92 Unrealized +2.6%
NAT NORDIC AMERICAN TANKERS LIMI 0.1%
Value $264K Shares 45,057 Est. Cost $2.73 Unrealized +55.3%
TDW TIDEWATER INC NEW 0.1%
Value $263K Shares 3,145 Est. Cost $64.06 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value $262K Shares 1,323 Est. Cost $234.42 Unrealized -11.8%
INMD INMODE LTD 0.1%
Value $262K Shares 19,125 Est. Cost $14.72 Unrealized 0.0%
SIGI SELECTIVE INS GROUP INC 0.1%
Value $261K Shares 3,461 Est. Cost $86.76 Unrealized -2.9%
PAYX PAYCHEX INC 0.1%
Value $259K Shares 2,811 Est. Cost $109.61 Unrealized -7.0%
SO SOUTHERN CO 0.1%
Value $258K Shares 2,672 Est. Cost $86.15 Unrealized +3.9%
TOL TOLL BROTHERS INC 0.1%
Value $257K Shares 1,880 Est. Cost $137.33 Unrealized +9.2%
CSGP COSTAR GROUP INC 0.1%
Value $253K Shares 6,277 Est. Cost $78.20 Unrealized -27.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $252K Shares 1,453 Est. Cost $198.21 Unrealized -8.5%
EMBC EMBECTA CORP 0.1%
Value $251K Shares 28,403 Est. Cost $11.20 Unrealized 0.0%
BA BOEING CO 0.1%
Value $251K Shares 1,261 Est. Cost $205.66 Unrealized +16.0%
PRDO PERDOCEO ED CORP 0.1%
Value $250K Shares 6,720 Est. Cost $31.75 Unrealized 0.0%
FHI FEDERATED HERMES INC 0.1%
Value $249K Shares 4,399 Est. Cost $53.54 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value $246K Shares 1,702 Est. Cost $112.14 Unrealized 0.0%
SIG SIGNET JEWELERS LIMITED 0.1%
Value $245K Shares 2,896 Est. Cost $66.96 Unrealized +38.2%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value $245K Shares 1,809 Est. Cost $132.17 Unrealized +3.5%
PBYI PUMA BIOTECHNOLOGY INC 0.1%
Value $245K Shares 38,278 Est. Cost $4.80 Unrealized +38.1%
SENEA SENECA FOODS CORP NEW 0.1%
Value $245K Shares 1,618 Est. Cost $120.28 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value $244K Shares 4,855 Est. Cost $40.25 Unrealized 0.0%
PVAL PUTNAM ETF TRUST 0.1%
Value $242K Shares 5,212 Est. Cost $46.40 Unrealized
DOV DOVER CORP 0.1%
Value $238K Shares 1,140 Est. Cost $181.83 Unrealized +18.1%
CMC COMMERCIAL METALS CO 0.1%
Value $235K Shares 3,820 Est. Cost $55.44 Unrealized +38.8%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.1%
Value $234K Shares 7,928 Est. Cost $29.49 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $233K Shares 2,326 Est. Cost $87.22 Unrealized
SHOP SHOPIFY INC 0.1%
Value $232K Shares 1,955 Est. Cost $157.11 Unrealized -13.1%
FLR FLUOR CORP 0.1%
Value $231K Shares 4,956 Est. Cost $44.24 Unrealized +5.8%
IVV ISHARES TR 0.1%
Value $228K Shares 349 Est. Cost $669.23 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value $228K Shares 3,026 Est. Cost $57.31 Unrealized +33.2%
CYD CHINA YUCHAI INTL LTD 0.1%
Value $227K Shares 5,885 Est. Cost $46.55 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value $226K Shares 688 Est. Cost $359.49 Unrealized +4.9%
BAP CREDICORP LTD 0.1%
Value $226K Shares 667 Est. Cost $336.89 Unrealized 0.0%
VMC VULCAN MATLS CO 0.1%
Value $225K Shares 827 Est. Cost $284.73 Unrealized +7.7%
CDE COEUR MNG INC 0.1%
Value $222K Shares 11,845 Est. Cost $22.32 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $222K Shares 3,542 Est. Cost $50.83 Unrealized +68.8%
DIS DISNEY WALT CO 0.1%
Value $222K Shares 2,306 Est. Cost $95.19 Unrealized +15.0%
APA APA CORPORATION 0.1%
Value $222K Shares 5,227 Est. Cost $26.43 Unrealized 0.0%
RGA REINSURANCE GROUP AMER INC 0.1%
Value $222K Shares 1,086 Est. Cost $193.80 Unrealized +7.2%
WAB WABTEC 0.1%
Value $221K Shares 884 Est. Cost $238.93 Unrealized 0.0%
GHC GRAHAM HLDGS CO 0.1%
Value $220K Shares 208 Est. Cost $937.64 Unrealized +20.1%
ATKR ATKORE INC 0.1%
Value $218K Shares 3,707 Est. Cost $65.04 Unrealized +4.7%
T AT&T INC 0.1%
Value $217K Shares 7,495 Est. Cost $25.75 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value $217K Shares 1,310 Est. Cost $175.91 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP 0.1%
Value $215K Shares 9,431 Est. Cost $19.08 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value $215K Shares 1,436 Est. Cost $114.32 Unrealized +31.4%
ACT ENACT HLDGS INC 0.1%
Value $214K Shares 5,248 Est. Cost $40.79 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value $214K Shares 1,029 Est. Cost $204.74 Unrealized 0.0%
HOFT HOOKER FURNISHINGS CORPORATI 0.1%
Value $214K Shares 16,596 Est. Cost $13.81 Unrealized -2.8%
SNCY SUN CTRY AIRLS HLDGS INC 0.1%
Value $212K Shares 12,862 Est. Cost $12.78 Unrealized +44.5%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value $211K Shares 349 Est. Cost $613.97 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value $211K Shares 735 Est. Cost $276.03 Unrealized +8.0%
THC TENET HEALTHCARE CORP 0.1%
Value $210K Shares 1,115 Est. Cost $178.54 Unrealized +15.5%
ES EVERSOURCE ENERGY 0.1%
Value $210K Shares 3,032 Est. Cost $70.10 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 0.1%
Value $210K Shares 759 Est. Cost $258.45 Unrealized +20.8%
BKTI BK TECHNOLOGIES CORPORATION 0.1%
Value $210K Shares 2,812 Est. Cost $57.09 Unrealized +42.1%
ORCL ORACLE CORP 0.1%
Value $208K Shares 1,416 Est. Cost $178.26 Unrealized -4.9%
KO COCA COLA CO 0.1%
Value $208K Shares 2,737 Est. Cost $74.76 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $208K Shares 2,401 Est. Cost $92.97 Unrealized +7.0%
HAL HALLIBURTON CO 0.1%
Value $208K Shares 5,327 Est. Cost $33.54 Unrealized 0.0%
FBCG FIDELITY COVINGTON TRUST 0.1%
Value $207K Shares 4,123 Est. Cost $50.12 Unrealized
HUBG HUB GROUP INC 0.1%
Value $206K Shares 5,705 Est. Cost $35.70 Unrealized +26.7%
AZN ASTRAZENECA PLC 0.1%
Value $204K Shares 1,036 Est. Cost $190.39 Unrealized 0.0%
SONY SONY GROUP CORP 0.1%
Value $204K Shares 9,854 Est. Cost $33.33 Unrealized
KFY KORN FERRY 0.1%
Value $203K Shares 3,232 Est. Cost $65.78 Unrealized 0.0%
RUSHA RUSH ENTERPRISES INC 0.1%
Value $202K Shares 3,050 Est. Cost $65.81 Unrealized 0.0%
ORLA ORLA MNG LTD NEW 0.1%
Value $201K Shares 12,480 Est. Cost $8.03 Unrealized +105.8%
WU WESTERN UN CO 0.1%
Value $175K Shares 19,992 Est. Cost $9.06 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value $145K Shares 21,866 Est. Cost $6.34 Unrealized 0.0%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value $143K Shares 12,673 Est. Cost $8.12 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value $132K Shares 16,702 Est. Cost $6.75 Unrealized
AGNC AGNC INVT CORP 0.0%
Value $131K Shares 13,102 Est. Cost $10.69 Unrealized
TK TEEKAY CORPORATION LTD 0.0%
Value $130K Shares 10,663 Est. Cost $9.22 Unrealized +13.1%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value $125K Shares 15,120 Est. Cost $10.98 Unrealized +6.0%
INNV INNOVAGE HLDG CORP 0.0%
Value $104K Shares 12,959 Est. Cost $6.79 Unrealized 0.0%
AEG AEGON LTD 0.0%
Value $81,573 Shares 11,236 Est. Cost $7.26 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $53,202 Shares 10,577 Est. Cost $4.58 Unrealized
TBLA TABOOLA.COM LTD 0.0%
Value $35,972 Shares 11,604 Est. Cost $3.76 Unrealized +1.9%