Empire Financial Management Company, LLC Diversified Active

CIK: 0001971875 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value ($000): $302,331 (100.0% shares, 0.0% debt)

Holdings (199)

MSFT MICROSOFT CORP 4.3%
Value ($000) $13,137 Shares 29,392 Est. Cost $249.46 Unrealized +67.3%
DSTL ETF SERIES SOLUTIONS 4.0%
Value ($000) $12,236 Shares 238,102 Est. Cost $43.22 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $9,981 Shares 47,389 Est. Cost $150.84 Unrealized +22.7%
LLY ELI LILLY & CO 2.8%
Value ($000) $8,609 Shares 9,508 Est. Cost $329.89 Unrealized +139.8%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $7,966 Shares 39,385 Est. Cost $130.04 Unrealized +45.5%
AMZN AMAZON.COM INC 2.2%
Value ($000) $6,505 Shares 33,663 Est. Cost $138.77 Unrealized +32.4%
DBMF LITMAN GREGORY FUNDS TRUST 2.0%
Value ($000) $5,906 Shares 196,457 Est. Cost $26.45 Unrealized
IBM INTERNATIONAL BUSINESS 1.9%
Value ($000) $5,726 Shares 33,107 Est. Cost $129.10 Unrealized +28.5%
GOOGL ALPHABET INC 1.7%
Value ($000) $5,081 Shares 27,893 Est. Cost $102.61 Unrealized +63.1%
GCOW PACER FDS TR 1.3%
Value ($000) $4,029 Shares 119,481 Est. Cost $33.53 Unrealized
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $4,000 Shares 38,491 Est. Cost $102.94 Unrealized 0.0%
FDIV EA SER TR 1.3%
Value ($000) $3,942 Shares 146,201 Est. Cost $26.71 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $3,894 Shares 31,456 Est. Cost $103.44 Unrealized +17.7%
HD HOME DEPOT INC 1.3%
Value ($000) $3,892 Shares 11,305 Est. Cost $293.30 Unrealized +11.7%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $3,698 Shares 22,424 Est. Cost $133.47 Unrealized +17.8%
AXP AMERICAN EXPRESS COMPANY 1.2%
Value ($000) $3,603 Shares 15,561 Est. Cost $160.44 Unrealized +41.7%
RTX RTX CORPORATION 1.2%
Value ($000) $3,590 Shares 35,764 Est. Cost $85.74 Unrealized +16.8%
AVGO BROADCOM INC 1.2%
Value ($000) $3,536 Shares 2,202 Est. Cost $57.59 Unrealized +139.1%
CEG CONSTELLATION ENERGY 1.2%
Value ($000) $3,485 Shares 17,401 Est. Cost $79.03 Unrealized +155.6%
QDPL PACER FUNDS TRUST 1.1%
Value ($000) $3,390 Shares 92,400 Est. Cost $30.00 Unrealized
DSTX ETF SERIES SOLUTIONS 1.1%
Value ($000) $3,374 Shares 143,944 Est. Cost $22.68 Unrealized
JHSC JOHN HANCOCK EXCHANGE TRADED 1.1%
Value ($000) $3,343 Shares 90,308 Est. Cost $31.89 Unrealized
TRV THE TRAVELERS COMPANIES INC 1.1%
Value ($000) $3,256 Shares 16,014 Est. Cost $173.31 Unrealized +20.5%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $3,250 Shares 20,776 Est. Cost $147.05 Unrealized +0.9%
HGER HARBOR ETF TRUST 1.0%
Value ($000) $3,138 Shares 139,516 Est. Cost $22.11 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $3,110 Shares 13,031 Est. Cost $211.47 Unrealized +11.9%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $3,084 Shares 6,603 Est. Cost $431.68 Unrealized +2.3%
PEG PUBLIC SERVICE ENTERPRISE 1.0%
Value ($000) $3,052 Shares 41,416 Est. Cost $54.89 Unrealized +22.9%
PHYS SPROTT PHYSICAL GOLD TR 1.0%
Value ($000) $2,954 Shares 163,573 Est. Cost $15.83 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $2,829 Shares 17,150 Est. Cost $158.56 Unrealized +2.4%
NVDA NVIDIA CORP 0.9%
Value ($000) $2,790 Shares 22,581 Est. Cost $93.93 Unrealized +7.6%
PFE PFIZER INC 0.9%
Value ($000) $2,639 Shares 94,304 Est. Cost $31.36 Unrealized -21.0%
DUK DUKE ENERGY CORPORATION 0.9%
Value ($000) $2,607 Shares 26,008 Est. Cost $89.08 Unrealized +5.8%
AMGN AMGEN INC 0.8%
Value ($000) $2,499 Shares 7,999 Est. Cost $236.68 Unrealized +18.0%
AVDV AMERICAN CENTURY ETF TRUST 0.8%
Value ($000) $2,491 Shares 38,359 Est. Cost $59.38 Unrealized
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $2,424 Shares 60,948 Est. Cost $30.57 Unrealized +20.5%
IWM ISHARES RUSSELL 2000 ETF 0.8%
Value ($000) $2,370 Shares 11,680 Est. Cost $203.24 Unrealized
TXN TEXAS INSTRUMENTS INCORPORATED 0.8%
Value ($000) $2,335 Shares 12,004 Est. Cost $162.59 Unrealized +8.3%
VTI VANGUARD INDEX FUNDS 0.8%
Value ($000) $2,277 Shares 8,512 Est. Cost $204.71 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,250 Shares 31,769 Est. Cost $66.30 Unrealized +2.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,214 Shares 15,150 Est. Cost $147.89 Unrealized -4.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,128 Shares 4,179 Est. Cost $495.99 Unrealized -4.6%
HSY HERSHEY COMPANY (THE) 0.7%
Value ($000) $2,087 Shares 11,353 Est. Cost $190.46 Unrealized -3.4%
MDT MEDTRONIC PLC 0.7%
Value ($000) $2,085 Shares 26,488 Est. Cost $74.85 Unrealized +4.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,083 Shares 18,098 Est. Cost $99.74 Unrealized +10.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,056 Shares 5,055 Est. Cost $334.00 Unrealized +22.3%
ABBV ABBVIE INC 0.7%
Value ($000) $2,053 Shares 11,970 Est. Cost $147.24 Unrealized +6.7%
ETN EATON CORPORATION PLC 0.7%
Value ($000) $2,014 Shares 6,423 Est. Cost $160.16 Unrealized +98.1%
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,993 Shares 9,334 Est. Cost $176.45 Unrealized +4.2%
EXC EXELON CORPORATION 0.7%
Value ($000) $1,984 Shares 57,311 Est. Cost $37.40 Unrealized -7.1%
JEPI J P MORGAN EXCHANGE TRADED 0.6%
Value ($000) $1,949 Shares 34,389 Est. Cost $55.14 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,931 Shares 9,692 Est. Cost $116.41 Unrealized +56.7%
IVOL KRANESHARES TRUST 0.6%
Value ($000) $1,919 Shares 103,667 Est. Cost $22.63 Unrealized
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $1,854 Shares 8,635 Est. Cost $208.94 Unrealized +7.3%
KO COCA COLA COMPANY 0.6%
Value ($000) $1,809 Shares 28,418 Est. Cost $55.56 Unrealized +6.0%
XBI SPDR SER TR 0.6%
Value ($000) $1,797 Shares 19,378 Est. Cost $80.62 Unrealized
PAYX PAYCHEX INC 0.6%
Value ($000) $1,687 Shares 14,226 Est. Cost $104.30 Unrealized +11.5%
V VISA INC 0.5%
Value ($000) $1,656 Shares 6,310 Est. Cost $217.85 Unrealized +24.3%
BINC BLACKROCK ETF TRUST II 0.5%
Value ($000) $1,635 Shares 31,318 Est. Cost $50.72 Unrealized
CL COLGATE PALMOLIVE COMPANY 0.5%
Value ($000) $1,634 Shares 16,836 Est. Cost $76.83 Unrealized +15.9%
JEPQ J P MORGAN EXCHANGE-TRADED FD 0.5%
Value ($000) $1,632 Shares 29,398 Est. Cost $52.24 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $1,610 Shares 11,402 Est. Cost $99.31 Unrealized +23.1%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $1,581 Shares 2,905 Est. Cost $444.15 Unrealized
NVS NOVARTIS AG 0.5%
Value ($000) $1,579 Shares 14,828 Est. Cost $93.63 Unrealized
MPLX MPLX LP 0.5%
Value ($000) $1,543 Shares 36,225 Est. Cost $34.44 Unrealized
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $1,492 Shares 13,542 Est. Cost $87.87 Unrealized +22.3%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,457 Shares 4,297 Est. Cost $156.41 Unrealized -4.4%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,435 Shares 3,172 Est. Cost $333.77 Unrealized +26.9%
JPUS J P MORGAN EXCHANGE TRADED 0.4%
Value ($000) $1,333 Shares 12,208 Est. Cost $95.61 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $1,264 Shares 1,236 Est. Cost $664.95 Unrealized
COWZ PACER FDS TR 0.4%
Value ($000) $1,248 Shares 22,897 Est. Cost $48.02 Unrealized
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $1,227 Shares 13,720 Est. Cost $84.80 Unrealized +3.5%
JPIN J P MORGAN EXCHANGE TRADED 0.4%
Value ($000) $1,223 Shares 22,121 Est. Cost $52.31 Unrealized
EOG EOG RES INC 0.4%
Value ($000) $1,139 Shares 9,051 Est. Cost $112.14 Unrealized +8.9%
AZO AUTOZONE INC 0.4%
Value ($000) $1,120 Shares 378 Est. Cost $2671.45 Unrealized +9.6%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,090 Shares 2,500 Est. Cost $445.90 Unrealized -0.4%
SJM SMUCKER J M COMPANY 0.4%
Value ($000) $1,074 Shares 9,853 Est. Cost $135.00 Unrealized -21.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $1,069 Shares 16,337 Est. Cost $63.64 Unrealized +2.4%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,065 Shares 1,926 Est. Cost $556.01 Unrealized +2.5%
HII HUNTINGTON INGALLS INDUSTRIES 0.4%
Value ($000) $1,065 Shares 4,322 Est. Cost $255.16 Unrealized -2.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,062 Shares 2,408 Est. Cost $404.66 Unrealized +11.6%
PFFA ETFIS SERIES TRUST I 0.4%
Value ($000) $1,061 Shares 50,435 Est. Cost $19.32 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,060 Shares 13,667 Est. Cost $60.67 Unrealized +18.3%
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value ($000) $1,022 Shares 1,887 Est. Cost $344.80 Unrealized +67.0%
JBL JABIL INC 0.3%
Value ($000) $1,019 Shares 9,365 Est. Cost $99.40 Unrealized +21.5%
GOAU ETF SERIES SOLUTIONS 0.3%
Value ($000) $989 Shares 52,037 Est. Cost $17.97 Unrealized
ET ENERGY TRANSFER LP 0.3%
Value ($000) $982 Shares 60,525 Est. Cost $13.56 Unrealized
GE GE AEROSPACE 0.3%
Value ($000) $978 Shares 6,152 Est. Cost $65.91 Unrealized +139.7%
MCD MCDONALDS CORP 0.3%
Value ($000) $971 Shares 3,811 Est. Cost $272.85 Unrealized -6.5%
COP CONOCOPHILLIPS 0.3%
Value ($000) $964 Shares 8,423 Est. Cost $99.49 Unrealized +16.0%
NOBL PROSHARES S&P 500 DIVIDEND 0.3%
Value ($000) $958 Shares 9,970 Est. Cost $91.24 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $944 Shares 12,711 Est. Cost $57.94 Unrealized +27.2%
KMI KINDER MORGAN INC 0.3%
Value ($000) $942 Shares 47,400 Est. Cost $17.73 Unrealized 0.0%
XLK SELECT SECTOR SPDR TRUST 0.3%
Value ($000) $940 Shares 4,156 Est. Cost $151.01 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $936 Shares 12,000 Est. Cost $69.41 Unrealized
RMD RESMED INC 0.3%
Value ($000) $933 Shares 4,874 Est. Cost $180.94 Unrealized +10.5%
DKNG DRAFTKINGS INC 0.3%
Value ($000) $928 Shares 24,300 Est. Cost $40.95 Unrealized +1.4%
GSK GSK PLC 0.3%
Value ($000) $913 Shares 23,712 Est. Cost $38.86 Unrealized
CROX CROCS INC 0.3%
Value ($000) $912 Shares 6,248 Est. Cost $105.61 Unrealized +32.8%
DOW DOW INC 0.3%
Value ($000) $896 Shares 16,889 Est. Cost $47.18 Unrealized +8.5%
COWG PACER FDS TR 0.3%
Value ($000) $890 Shares 32,787 Est. Cost $22.95 Unrealized
COST COSTCO WHOLESALE CORP-NEW 0.3%
Value ($000) $884 Shares 1,040 Est. Cost $706.75 Unrealized +9.5%
BX BLACKSTONE INC 0.3%
Value ($000) $877 Shares 7,087 Est. Cost $81.49 Unrealized +44.6%
CI CIGNA GROUP (THE) 0.3%
Value ($000) $868 Shares 2,627 Est. Cost $269.47 Unrealized +24.0%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $844 Shares 20,456 Est. Cost $32.70 Unrealized +11.5%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $833 Shares 17,527 Est. Cost $45.11 Unrealized +0.4%
IDEV ISHARES TRUST 0.3%
Value ($000) $811 Shares 12,358 Est. Cost $63.83 Unrealized
GIS GENERAL MILLS INC 0.3%
Value ($000) $791 Shares 12,500 Est. Cost $71.37 Unrealized -9.7%
T AT&T INC 0.3%
Value ($000) $773 Shares 40,433 Est. Cost $16.35 Unrealized -1.2%
DEO DIAGEO PLC-SPONSORED ADR 0.2%
Value ($000) $744 Shares 5,898 Est. Cost $178.92 Unrealized
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $732 Shares 3,102 Est. Cost $111.90 Unrealized +88.9%
WRB BERKLEY W R CORPORATION 0.2%
Value ($000) $723 Shares 9,200 Est. Cost $40.36 Unrealized +26.4%
HPQ HP INC 0.2%
Value ($000) $704 Shares 20,098 Est. Cost $29.71 Unrealized 0.0%
CB CHUBB LTD 0.2%
Value ($000) $698 Shares 2,735 Est. Cost $207.44 Unrealized +21.8%
MS MORGAN STANLEY 0.2%
Value ($000) $666 Shares 6,849 Est. Cost $80.62 Unrealized +12.6%
WMT WALMART INC 0.2%
Value ($000) $663 Shares 9,797 Est. Cost $53.00 Unrealized +16.9%
CSHI NEOS ETF TRUST 0.2%
Value ($000) $663 Shares 13,325 Est. Cost $50.01 Unrealized
CDXS CODEXIS INC 0.2%
Value ($000) $660 Shares 212,952 Est. Cost $3.79 Unrealized -15.2%
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $656 Shares 7,475 Est. Cost $82.04 Unrealized +0.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $656 Shares 3,758 Est. Cost $152.26 Unrealized
CSX CSX CORPORATION 0.2%
Value ($000) $653 Shares 19,526 Est. Cost $29.56 Unrealized +12.0%
BIP BROOKFIELD INFRASTRUCTURE 0.2%
Value ($000) $649 Shares 23,650 Est. Cost $29.40 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.2%
Value ($000) $637 Shares 1,747 Est. Cost $244.33 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $634 Shares 2,288 Est. Cost $215.09 Unrealized +28.4%
GSLC GOLDMAN SACHS ETF TRUST 0.2%
Value ($000) $626 Shares 5,856 Est. Cost $81.22 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $610 Shares 12,454 Est. Cost $47.11 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $606 Shares 6,167 Est. Cost $71.51 Unrealized +38.8%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $604 Shares 4,800 Est. Cost $121.11 Unrealized +5.2%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $585 Shares 2,504 Est. Cost $230.80 Unrealized -1.3%
XLE SELECT SECTOR SPDR TRUST 0.2%
Value ($000) $581 Shares 6,370 Est. Cost $82.83 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $577 Shares 2,915 Est. Cost $174.77 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $544 Shares 11,000 Est. Cost $38.21 Unrealized +19.7%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $541 Shares 2,392 Est. Cost $189.39 Unrealized +19.1%
META META PLATFORMS INC 0.2%
Value ($000) $535 Shares 1,061 Est. Cost $203.03 Unrealized +138.0%
YUM YUM BRANDS INC 0.2%
Value ($000) $531 Shares 4,009 Est. Cost $121.74 Unrealized +9.5%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $524 Shares 3,800 Est. Cost $130.64 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $522 Shares 3,779 Est. Cost $125.29 Unrealized 0.0%
AMLP ALPS ETF TRUST 0.2%
Value ($000) $518 Shares 10,800 Est. Cost $38.65 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $517 Shares 1,783 Est. Cost $231.57 Unrealized +22.7%
VUG VANGUARD INDEX FUNDS 0.2%
Value ($000) $516 Shares 1,380 Est. Cost $257.93 Unrealized
KEY KEYCORP NEW 0.2%
Value ($000) $512 Shares 36,026 Est. Cost $14.35 Unrealized -6.6%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $508 Shares 3,711 Est. Cost $135.03 Unrealized -1.5%
INVH INVITATION HOMES INC 0.2%
Value ($000) $495 Shares 13,796 Est. Cost $32.64 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value ($000) $487 Shares 3,446 Est. Cost $91.66 Unrealized +52.3%
GOOG ALPHABET INC 0.2%
Value ($000) $484 Shares 2,640 Est. Cost $143.27 Unrealized +17.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $470 Shares 6,042 Est. Cost $97.06 Unrealized -19.6%
MTUM ISHARES TR 0.2%
Value ($000) $465 Shares 2,387 Est. Cost $139.04 Unrealized
LNT ALLIANT ENERGY CORPORATION 0.2%
Value ($000) $458 Shares 9,000 Est. Cost $48.28 Unrealized -1.2%
MTG MGIC INVESTMENT CORP-WISC 0.1%
Value ($000) $437 Shares 20,275 Est. Cost $13.47 Unrealized +54.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $431 Shares 5,398 Est. Cost $75.11 Unrealized +9.3%
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $431 Shares 7,000 Est. Cost $55.86 Unrealized 0.0%
KHC KRAFT HEINZ COMPANY (THE) 0.1%
Value ($000) $423 Shares 13,126 Est. Cost $34.10 Unrealized -4.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $421 Shares 5,232 Est. Cost $29.78 Unrealized +6.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $400 Shares 5,500 Est. Cost $31.99 Unrealized +117.3%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $387 Shares 6,133 Est. Cost $58.23 Unrealized +6.5%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $384 Shares 8,497 Est. Cost $47.99 Unrealized -12.5%
AXGN AXOGEN INC 0.1%
Value ($000) $380 Shares 52,500 Est. Cost $7.79 Unrealized -12.3%
BCRX BIOCRYST PHARMACEUTICALS INC 0.1%
Value ($000) $365 Shares 59,000 Est. Cost $7.68 Unrealized -28.1%
XLV SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $364 Shares 2,499 Est. Cost $129.76 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $362 Shares 6,288 Est. Cost $50.28 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $354 Shares 2,389 Est. Cost $148.63 Unrealized -0.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $337 Shares 2,113 Est. Cost $118.15 Unrealized +36.7%
SLV ISHARES SILVER SHARES 0.1%
Value ($000) $337 Shares 12,693 Est. Cost $21.92 Unrealized
XLF SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $331 Shares 8,045 Est. Cost $42.12 Unrealized
TILT FLEXSHARES TR 0.1%
Value ($000) $331 Shares 1,654 Est. Cost $156.84 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $320 Shares 1,624 Est. Cost $136.28 Unrealized +41.7%
DE DEERE & CO 0.1%
Value ($000) $312 Shares 835 Est. Cost $390.74 Unrealized -2.6%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $312 Shares 5,276 Est. Cost $74.36 Unrealized -21.3%
UNILEVER PLC 0.1%
Value ($000) $305 Shares 5,546 Est. Cost $52.48 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $304 Shares 19,721 Est. Cost $11.50 Unrealized
PPL PPL CORPORATION 0.1%
Value ($000) $297 Shares 10,734 Est. Cost $25.60 Unrealized +3.8%
CLOA BLACKROCK ETF TR II 0.1%
Value ($000) $295 Shares 5,684 Est. Cost $51.94 Unrealized
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $293 Shares 18,000 Est. Cost $14.11 Unrealized
BP BP P L C SPONSORED ADR 0.1%
Value ($000) $290 Shares 8,037 Est. Cost $37.94 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $288 Shares 9,298 Est. Cost $28.52 Unrealized +14.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $287 Shares 5,057 Est. Cost $69.36 Unrealized -20.8%
NVO NOVO NORDISK A/S-ADR 0.1%
Value ($000) $280 Shares 1,960 Est. Cost $103.45 Unrealized
FLEXSHARES 0.1%
Value ($000) $279 Shares 12,845 Est. Cost $20.10 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $277 Shares 3,000 Est. Cost $78.60 Unrealized +12.7%
CALF PACER FDS TR 0.1%
Value ($000) $271 Shares 6,223 Est. Cost $48.32 Unrealized
GEV GE VERNOVA LLC 0.1%
Value ($000) $264 Shares 1,538 Est. Cost $158.10 Unrealized 0.0%
SRE SEMPRA 0.1%
Value ($000) $262 Shares 3,444 Est. Cost $68.18 Unrealized +2.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $260 Shares 541 Est. Cost $412.28 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $252 Shares 817 Est. Cost $301.05 Unrealized
NDIA GLOBAL X FUNDS 0.1%
Value ($000) $249 Shares 8,027 Est. Cost $28.99 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $248 Shares 7,407 Est. Cost $33.60 Unrealized +5.7%
QTRX QUANTERIX CORPORATION 0.1%
Value ($000) $248 Shares 18,750 Est. Cost $23.59 Unrealized -29.2%
ESG FLEXSHARES TR 0.1%
Value ($000) $247 Shares 1,929 Est. Cost $99.32 Unrealized
ICOW PACER FDS TR 0.1%
Value ($000) $240 Shares 7,902 Est. Cost $31.79 Unrealized
HUN HUNTSMAN CORP 0.1%
Value ($000) $231 Shares 10,164 Est. Cost $29.80 Unrealized -18.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $220 Shares 3,200 Est. Cost $74.68 Unrealized -15.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $217 Shares 2,792 Est. Cost $77.76 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $215 Shares 131 Est. Cost $1578.70 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $215 Shares 393 Est. Cost $525.95 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $215 Shares 6,041 Est. Cost $32.44 Unrealized -0.2%
HTO SJW GROUP 0.1%
Value ($000) $214 Shares 3,955 Est. Cost $77.27 Unrealized -29.2%
BA BOEING CO 0.1%
Value ($000) $213 Shares 1,170 Est. Cost $212.40 Unrealized -16.1%
SLM SLM CORPORATION 0.1%
Value ($000) $210 Shares 10,077 Est. Cost $19.94 Unrealized +5.6%
JHPI JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $203 Shares 9,067 Est. Cost $22.47 Unrealized