Empire Financial Management Company, LLC Diversified Active

CIK: 0001971875 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $320,565 (100.0% shares, 0.0% debt)

Holdings (196)

DSTL ETF SERIES SOLUTIONS 4.3%
Value ($000) $13,668 Shares 248,857 Est. Cost $43.81 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $11,510 Shares 27,307 Est. Cost $249.46 Unrealized +69.3%
AAPL APPLE INC 3.5%
Value ($000) $11,271 Shares 45,010 Est. Cost $155.35 Unrealized +51.0%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $9,352 Shares 39,013 Est. Cost $130.04 Unrealized +75.4%
LLY ELI LILLY & CO 2.3%
Value ($000) $7,261 Shares 9,405 Est. Cost $329.89 Unrealized +148.9%
AMZN AMAZON.COM INC 2.2%
Value ($000) $7,011 Shares 31,957 Est. Cost $145.27 Unrealized +40.8%
IBM INTERNATIONAL BUSINESS 1.9%
Value ($000) $6,012 Shares 27,348 Est. Cost $129.10 Unrealized +67.5%
DBMF LITMAN GREGORY FUNDS TRUST 1.7%
Value ($000) $5,388 Shares 205,981 Est. Cost $26.47 Unrealized
ABBV ABBVIE INC 1.6%
Value ($000) $5,011 Shares 28,199 Est. Cost $164.71 Unrealized +7.7%
AVGO BROADCOM INC 1.5%
Value ($000) $4,759 Shares 20,527 Est. Cost $147.54 Unrealized +23.9%
HD HOME DEPOT INC 1.4%
Value ($000) $4,534 Shares 11,655 Est. Cost $296.69 Unrealized +33.9%
AXP AMERICAN EXPRESS COMPANY 1.4%
Value ($000) $4,468 Shares 15,053 Est. Cost $160.44 Unrealized +76.8%
GCOW PACER FDS TR 1.4%
Value ($000) $4,457 Shares 132,111 Est. Cost $33.55 Unrealized
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $4,448 Shares 39,326 Est. Cost $103.08 Unrealized +9.9%
FDIV EA SER TR 1.4%
Value ($000) $4,334 Shares 159,855 Est. Cost $26.78 Unrealized
QDPL PACER FUNDS TRUST 1.3%
Value ($000) $4,166 Shares 108,518 Est. Cost $31.19 Unrealized
RTX RTX CORPORATION 1.3%
Value ($000) $4,148 Shares 35,844 Est. Cost $86.76 Unrealized +36.3%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $4,095 Shares 24,424 Est. Cost $136.12 Unrealized +21.8%
GOOGL ALPHABET INC 1.2%
Value ($000) $3,935 Shares 20,789 Est. Cost $104.69 Unrealized +66.3%
CEG CONSTELLATION ENERGY 1.2%
Value ($000) $3,893 Shares 17,401 Est. Cost $79.03 Unrealized +213.5%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $3,815 Shares 13,031 Est. Cost $211.47 Unrealized +36.1%
JHSC JOHN HANCOCK EXCHANGE TRADED 1.1%
Value ($000) $3,635 Shares 91,465 Est. Cost $31.89 Unrealized
TRV THE TRAVELERS COMPANIES INC 1.1%
Value ($000) $3,633 Shares 15,082 Est. Cost $173.79 Unrealized +40.9%
PHYS SPROTT PHYSICAL GOLD TR 1.1%
Value ($000) $3,506 Shares 174,096 Est. Cost $16.09 Unrealized
PEG PUBLIC SERVICE ENTERPRISE 1.1%
Value ($000) $3,499 Shares 41,416 Est. Cost $54.89 Unrealized +55.4%
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $3,365 Shares 15,230 Est. Cost $207.61 Unrealized
HGER HARBOR ETF TRUST 1.0%
Value ($000) $3,326 Shares 150,249 Est. Cost $22.12 Unrealized
DSTX ETF SERIES SOLUTIONS 1.0%
Value ($000) $3,226 Shares 139,787 Est. Cost $22.72 Unrealized
CVX CHEVRON CORPORATION 1.0%
Value ($000) $3,094 Shares 21,361 Est. Cost $147.01 Unrealized -1.0%
DUK DUKE ENERGY CORPORATION 0.9%
Value ($000) $2,875 Shares 26,684 Est. Cost $89.56 Unrealized +21.5%
AVDV AMERICAN CENTURY ETF TRUST 0.9%
Value ($000) $2,781 Shares 42,737 Est. Cost $60.19 Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $2,696 Shares 11,935 Est. Cost $179.24 Unrealized +13.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,586 Shares 17,882 Est. Cost $148.15 Unrealized +1.0%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $2,567 Shares 58,416 Est. Cost $30.57 Unrealized +40.1%
CB CHUBB LTD 0.8%
Value ($000) $2,554 Shares 9,243 Est. Cost $259.49 Unrealized +8.4%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $2,515 Shares 35,086 Est. Cost $67.11 Unrealized +11.8%
VTI VANGUARD INDEX FUNDS 0.8%
Value ($000) $2,467 Shares 8,512 Est. Cost $206.99 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $2,426 Shares 9,308 Est. Cost $246.27 Unrealized +16.1%
NVDA NVIDIA CORP 0.8%
Value ($000) $2,411 Shares 17,954 Est. Cost $93.93 Unrealized +46.7%
TXN TEXAS INSTRUMENTS INCORPORATED 0.7%
Value ($000) $2,394 Shares 12,766 Est. Cost $164.41 Unrealized +17.5%
MRK MERCK & CO INC 0.7%
Value ($000) $2,381 Shares 23,933 Est. Cost $103.44 Unrealized -4.6%
HSY HERSHEY COMPANY (THE) 0.7%
Value ($000) $2,298 Shares 13,572 Est. Cost $189.40 Unrealized -8.7%
MDT MEDTRONIC PLC 0.7%
Value ($000) $2,230 Shares 27,912 Est. Cost $75.26 Unrealized +11.4%
KMI KINDER MORGAN INC 0.7%
Value ($000) $2,203 Shares 80,400 Est. Cost $18.63 Unrealized +33.5%
CG CARLYLE GROUP INC (THE) 0.7%
Value ($000) $2,196 Shares 43,500 Est. Cost $45.06 Unrealized +8.5%
CL COLGATE PALMOLIVE COMPANY 0.7%
Value ($000) $2,167 Shares 23,836 Est. Cost $81.94 Unrealized +13.6%
EXC EXELON CORPORATION 0.7%
Value ($000) $2,135 Shares 56,711 Est. Cost $37.40 Unrealized -0.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,100 Shares 4,152 Est. Cost $495.99 Unrealized +11.5%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $2,061 Shares 8,783 Est. Cost $209.89 Unrealized +18.4%
PAYX PAYCHEX INC 0.6%
Value ($000) $2,035 Shares 14,513 Est. Cost $105.22 Unrealized +30.5%
JEPI J P MORGAN EXCHANGE TRADED 0.6%
Value ($000) $2,028 Shares 35,248 Est. Cost $55.25 Unrealized
V VISA INC 0.6%
Value ($000) $1,994 Shares 6,310 Est. Cost $217.85 Unrealized +36.9%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,973 Shares 3,446 Est. Cost $348.47 Unrealized +56.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,957 Shares 12,738 Est. Cost $126.87 Unrealized +25.7%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,947 Shares 18,098 Est. Cost $99.74 Unrealized +12.6%
PFE PFIZER INC 0.6%
Value ($000) $1,915 Shares 72,195 Est. Cost $31.31 Unrealized -19.8%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $1,772 Shares 13,523 Est. Cost $128.78 Unrealized +1.0%
ZG ZILLOW GROUP INC 0.6%
Value ($000) $1,771 Shares 25,000 Est. Cost $68.94 Unrealized 0.0%
KO COCA COLA COMPANY 0.5%
Value ($000) $1,744 Shares 28,005 Est. Cost $55.56 Unrealized +13.5%
MPLX MPLX LP 0.5%
Value ($000) $1,734 Shares 36,225 Est. Cost $34.44 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,711 Shares 11,254 Est. Cost $158.56 Unrealized -1.3%
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $1,698 Shares 13,702 Est. Cost $88.41 Unrealized +34.6%
JEPQ J P MORGAN EXCHANGE-TRADED FD 0.5%
Value ($000) $1,675 Shares 29,708 Est. Cost $52.31 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,659 Shares 3,661 Est. Cost $334.00 Unrealized +38.2%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,624 Shares 8,924 Est. Cost $173.04 Unrealized +9.2%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $1,618 Shares 2,760 Est. Cost $444.15 Unrealized
NVS NOVARTIS AG 0.5%
Value ($000) $1,486 Shares 15,273 Est. Cost $93.85 Unrealized
UNILEVER PLC 0.4%
Value ($000) $1,435 Shares 25,310 Est. Cost $55.94 Unrealized
UPS UNITED PARCEL SVC INC 0.4%
Value ($000) $1,426 Shares 11,305 Est. Cost $122.34 Unrealized 0.0%
BINC BLACKROCK ETF TRUST II 0.4%
Value ($000) $1,408 Shares 27,064 Est. Cost $50.72 Unrealized
AZO AUTOZONE INC 0.4%
Value ($000) $1,402 Shares 438 Est. Cost $2735.51 Unrealized +15.7%
SO SOUTHERN CO 0.4%
Value ($000) $1,402 Shares 17,033 Est. Cost $65.38 Unrealized +29.3%
COWZ PACER FDS TR 0.4%
Value ($000) $1,388 Shares 24,571 Est. Cost $48.72 Unrealized
AOS A O SMITH CORPORATION 0.4%
Value ($000) $1,355 Shares 19,869 Est. Cost $74.08 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.4%
Value ($000) $1,327 Shares 3,162 Est. Cost $426.13 Unrealized +0.7%
JPUS J P MORGAN EXCHANGE TRADED 0.4%
Value ($000) $1,297 Shares 11,362 Est. Cost $95.61 Unrealized
CDXS CODEXIS INC 0.4%
Value ($000) $1,288 Shares 270,000 Est. Cost $3.82 Unrealized +7.8%
ASML ASML HOLDING N V 0.4%
Value ($000) $1,279 Shares 1,846 Est. Cost $680.70 Unrealized
ET ENERGY TRANSFER LP 0.4%
Value ($000) $1,244 Shares 63,525 Est. Cost $13.85 Unrealized
EOG EOG RES INC 0.4%
Value ($000) $1,227 Shares 10,011 Est. Cost $113.11 Unrealized +9.0%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $1,225 Shares 20,307 Est. Cost $71.41 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $1,224 Shares 13,720 Est. Cost $84.80 Unrealized +11.8%
JPIN J P MORGAN EXCHANGE TRADED 0.4%
Value ($000) $1,182 Shares 22,071 Est. Cost $52.33 Unrealized
BIP BROOKFIELD INFRASTRUCTURE 0.4%
Value ($000) $1,164 Shares 36,620 Est. Cost $31.23 Unrealized
COWG PACER FDS TR 0.4%
Value ($000) $1,162 Shares 36,256 Est. Cost $23.65 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,123 Shares 2,392 Est. Cost $492.97 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,108 Shares 2,130 Est. Cost $555.94 Unrealized -1.5%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $1,101 Shares 6,608 Est. Cost $100.49 Unrealized +75.0%
PFFA ETFIS SERIES TRUST I 0.3%
Value ($000) $1,083 Shares 49,450 Est. Cost $19.32 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,081 Shares 2,052 Est. Cost $407.47 Unrealized +26.3%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $1,037 Shares 9,000 Est. Cost $119.52 Unrealized +3.0%
GE GE AEROSPACE 0.3%
Value ($000) $1,026 Shares 6,152 Est. Cost $65.91 Unrealized +168.8%
BX BLACKSTONE INC 0.3%
Value ($000) $986 Shares 5,717 Est. Cost $81.49 Unrealized +107.1%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $979 Shares 3,715 Est. Cost $260.00 Unrealized +8.4%
XLK SELECT SECTOR SPDR TRUST 0.3%
Value ($000) $975 Shares 4,195 Est. Cost $152.95 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value ($000) $975 Shares 1,887 Est. Cost $344.80 Unrealized +63.5%
GOAU ETF SERIES SOLUTIONS 0.3%
Value ($000) $966 Shares 50,971 Est. Cost $18.00 Unrealized
BF/B BROWN-FORMAN CORPORATION 0.3%
Value ($000) $941 Shares 24,783 Est. Cost $42.52 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND 0.3%
Value ($000) $930 Shares 9,337 Est. Cost $91.24 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $925 Shares 12,711 Est. Cost $57.94 Unrealized +26.5%
T AT&T INC 0.3%
Value ($000) $917 Shares 40,282 Est. Cost $16.52 Unrealized +30.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $898 Shares 1,848 Est. Cost $442.72 Unrealized +19.1%
WMT WALMART INC 0.3%
Value ($000) $893 Shares 9,887 Est. Cost $53.00 Unrealized +61.9%
BA BOEING CO 0.3%
Value ($000) $885 Shares 5,000 Est. Cost $177.27 Unrealized -11.5%
WRB BERKLEY W R CORPORATION 0.3%
Value ($000) $864 Shares 14,762 Est. Cost $45.72 Unrealized +26.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $848 Shares 2,925 Est. Cost $272.85 Unrealized +6.4%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $837 Shares 10,982 Est. Cost $32.17 Unrealized +5.2%
PRU PRUDENTIAL FINANCIAL INC 0.3%
Value ($000) $836 Shares 7,050 Est. Cost $110.56 Unrealized +5.6%
COP CONOCOPHILLIPS 0.3%
Value ($000) $835 Shares 8,423 Est. Cost $99.49 Unrealized +2.8%
MS MORGAN STANLEY 0.3%
Value ($000) $833 Shares 6,629 Est. Cost $80.62 Unrealized +48.2%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $815 Shares 20,391 Est. Cost $32.70 Unrealized +20.5%
CROX CROCS INC 0.3%
Value ($000) $812 Shares 7,409 Est. Cost $108.20 Unrealized +7.5%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $807 Shares 12,323 Est. Cost $69.31 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $803 Shares 2,770 Est. Cost $304.00 Unrealized 0.0%
IDEV ISHARES TRUST 0.2%
Value ($000) $797 Shares 12,358 Est. Cost $63.83 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $764 Shares 2,191 Est. Cost $215.09 Unrealized +59.7%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $729 Shares 6,167 Est. Cost $71.51 Unrealized +60.6%
GSK GSK PLC 0.2%
Value ($000) $726 Shares 21,466 Est. Cost $37.51 Unrealized
COST COSTCO WHOLESALE CORP-NEW 0.2%
Value ($000) $724 Shares 790 Est. Cost $775.07 Unrealized +19.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $699 Shares 11,703 Est. Cost $63.64 Unrealized -0.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $696 Shares 3,758 Est. Cost $152.26 Unrealized
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $689 Shares 7,475 Est. Cost $82.04 Unrealized +13.5%
GIS GENERAL MILLS INC 0.2%
Value ($000) $670 Shares 10,500 Est. Cost $71.37 Unrealized -10.2%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $667 Shares 4,320 Est. Cost $140.81 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.2%
Value ($000) $661 Shares 1,647 Est. Cost $244.33 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $642 Shares 7,125 Est. Cost $81.19 Unrealized
CSX CSX CORPORATION 0.2%
Value ($000) $638 Shares 19,759 Est. Cost $29.61 Unrealized +13.8%
GSLC GOLDMAN SACHS ETF TRUST 0.2%
Value ($000) $630 Shares 5,468 Est. Cost $81.22 Unrealized
NU NU HOLDINGS LTD 0.2%
Value ($000) $607 Shares 58,606 Est. Cost $13.30 Unrealized 0.0%
META META PLATFORMS INC 0.2%
Value ($000) $592 Shares 1,011 Est. Cost $203.03 Unrealized +188.0%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $589 Shares 10,500 Est. Cost $38.21 Unrealized +45.8%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $588 Shares 2,590 Est. Cost $230.58 Unrealized -2.3%
VUG VANGUARD INDEX FUNDS 0.2%
Value ($000) $584 Shares 1,422 Est. Cost $262.43 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $573 Shares 4,800 Est. Cost $121.11 Unrealized +0.3%
XLE SELECT SECTOR SPDR TRUST 0.2%
Value ($000) $560 Shares 6,535 Est. Cost $82.90 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $551 Shares 6,042 Est. Cost $97.06 Unrealized -3.2%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $545 Shares 2,392 Est. Cost $189.39 Unrealized +21.6%
YUM YUM BRANDS INC 0.2%
Value ($000) $544 Shares 4,058 Est. Cost $121.87 Unrealized +8.5%
GOOG ALPHABET INC 0.2%
Value ($000) $536 Shares 2,812 Est. Cost $145.25 Unrealized +20.9%
LNT ALLIANT ENERGY CORPORATION 0.2%
Value ($000) $532 Shares 9,000 Est. Cost $48.28 Unrealized +20.9%
CSHI NEOS ETF TRUST 0.2%
Value ($000) $522 Shares 10,481 Est. Cost $49.94 Unrealized
ETN EATON CORPORATION PLC 0.2%
Value ($000) $520 Shares 1,567 Est. Cost $160.16 Unrealized +116.7%
AMLP ALPS ETF TRUST 0.2%
Value ($000) $520 Shares 10,800 Est. Cost $38.65 Unrealized
GEV GE VERNOVA LLC 0.2%
Value ($000) $506 Shares 1,538 Est. Cost $158.10 Unrealized +97.3%
HPQ HP INC 0.2%
Value ($000) $493 Shares 15,098 Est. Cost $29.71 Unrealized +15.1%
CLOA BLACKROCK ETF TRUST II 0.2%
Value ($000) $486 Shares 9,385 Est. Cost $51.91 Unrealized
MTG MGIC INVESTMENT CORP-WISC 0.1%
Value ($000) $481 Shares 20,275 Est. Cost $13.47 Unrealized +85.5%
MTUM ISHARES TR 0.1%
Value ($000) $453 Shares 2,188 Est. Cost $139.04 Unrealized
KEY KEYCORP NEW 0.1%
Value ($000) $446 Shares 26,026 Est. Cost $14.35 Unrealized +18.4%
INVH INVITATION HOMES INC 0.1%
Value ($000) $445 Shares 13,920 Est. Cost $32.63 Unrealized -2.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $434 Shares 8,054 Est. Cost $47.11 Unrealized +14.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $407 Shares 2,113 Est. Cost $118.15 Unrealized +60.7%
PSX PHILLIPS 66 0.1%
Value ($000) $407 Shares 3,571 Est. Cost $92.72 Unrealized +31.6%
DGRO ISHARES TR 0.1%
Value ($000) $399 Shares 6,509 Est. Cost $50.61 Unrealized
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $397 Shares 18,000 Est. Cost $14.11 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $367 Shares 1,624 Est. Cost $136.28 Unrealized +61.3%
KRMD KORU MEDICAL SYSTEMS INC 0.1%
Value ($000) $366 Shares 95,024 Est. Cost $2.47 Unrealized +31.7%
XLV SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $359 Shares 2,606 Est. Cost $130.48 Unrealized
SLV ISHARES SILVER SHARES 0.1%
Value ($000) $358 Shares 13,606 Est. Cost $22.38 Unrealized
CPB CAMPBELL S COMPANY (THE) 0.1%
Value ($000) $356 Shares 8,500 Est. Cost $47.99 Unrealized -9.9%
PPL PPL CORPORATION 0.1%
Value ($000) $348 Shares 10,734 Est. Cost $25.60 Unrealized +23.9%
JBL JABIL INC 0.1%
Value ($000) $345 Shares 2,400 Est. Cost $100.34 Unrealized +30.5%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $343 Shares 202 Est. Cost $1699.27 Unrealized +14.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $336 Shares 5,940 Est. Cost $52.58 Unrealized 0.0%
QTRX QUANTERIX CORPORATION 0.1%
Value ($000) $335 Shares 31,500 Est. Cost $18.47 Unrealized -34.2%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $325 Shares 2,001 Est. Cost $111.90 Unrealized +60.1%
TGT TARGET CORP 0.1%
Value ($000) $323 Shares 2,389 Est. Cost $148.63 Unrealized -8.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $315 Shares 6,383 Est. Cost $58.12 Unrealized -15.3%
VNDA VANDA PHARMACEUTICALS INC 0.1%
Value ($000) $307 Shares 64,000 Est. Cost $4.80 Unrealized 0.0%
SRE SEMPRA 0.1%
Value ($000) $302 Shares 3,444 Est. Cost $68.18 Unrealized +23.7%
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $290 Shares 16,721 Est. Cost $11.50 Unrealized
FLEXSHARES 0.1%
Value ($000) $281 Shares 13,836 Est. Cost $20.26 Unrealized
SLM SLM CORPORATION 0.1%
Value ($000) $278 Shares 10,077 Est. Cost $19.94 Unrealized +24.0%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $274 Shares 4,632 Est. Cost $45.11 Unrealized +22.8%
ESG FLEXSHARES TR 0.1%
Value ($000) $264 Shares 1,914 Est. Cost $99.32 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.1%
Value ($000) $263 Shares 35,000 Est. Cost $7.68 Unrealized -1.1%
TILT FLEXSHARES TR 0.1%
Value ($000) $261 Shares 1,210 Est. Cost $156.84 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $256 Shares 6,041 Est. Cost $32.44 Unrealized +20.9%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $256 Shares 9,354 Est. Cost $42.00 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $245 Shares 734 Est. Cost $302.42 Unrealized
GLW CORNING INC 0.1%
Value ($000) $241 Shares 5,076 Est. Cost $40.86 Unrealized +13.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $240 Shares 2,600 Est. Cost $74.68 Unrealized +16.5%
BP BP P L C SPONSORED ADR 0.1%
Value ($000) $238 Shares 8,037 Est. Cost $37.94 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $235 Shares 5,241 Est. Cost $72.48 Unrealized -26.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $235 Shares 1,947 Est. Cost $151.94 Unrealized -5.3%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $235 Shares 399 Est. Cost $526.89 Unrealized
NDIA GLOBAL X FUNDS 0.1%
Value ($000) $230 Shares 8,027 Est. Cost $28.99 Unrealized
ABRDN WORLD HEALTHCARE FUND 0.1%
Value ($000) $227 Shares 20,639 Est. Cost $13.18 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $225 Shares 4,704 Est. Cost $41.12 Unrealized +13.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $223 Shares 923 Est. Cost $243.03 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $222 Shares 3,000 Est. Cost $69.99 Unrealized 0.0%
QDF FLEXSHARES TR 0.1%
Value ($000) $216 Shares 3,061 Est. Cost $71.69 Unrealized
JHPI JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $216 Shares 9,567 Est. Cost $22.51 Unrealized
NVO NOVO NORDISK A/S-ADR 0.1%
Value ($000) $210 Shares 2,439 Est. Cost $99.81 Unrealized
RIGL RIGEL PHARMACEUTICALS INC 0.1%
Value ($000) $202 Shares 12,000 Est. Cost $11.76 Unrealized +63.1%
ICOW PACER FDS TR 0.1%
Value ($000) $201 Shares 6,879 Est. Cost $31.79 Unrealized