ORG Partners LLC Quant / Systematic

CIK: 0001979372 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 6, 2024

Total Value ($000): $52,579 (100.0% shares, 0.0% debt)

Holdings (537)

ET ENERGY TRANSFER L P LP 10.7%
Value ($000) $5,614 Shares 357,825 Est. Cost $15.69 Unrealized
GILD GILEAD SCIENCES INC 8.8%
Value ($000) $4,623 Shares 63,427 Est. Cost $74.65 Unrealized -3.6%
1/100 BERKSHIRE HTWY 8.4%
Value ($000) $4,438 Shares 700 Est. Cost $5426.25 Unrealized
PHYS SPROTT PHYSICAL GOLD ETV 7.7%
Value ($000) $4,046 Shares 231,489 Est. Cost $17.48 Unrealized
BRK/B BERKSHIRE HATHAWAY 5.2%
Value ($000) $2,741 Shares 6,523 Est. Cost $330.26 Unrealized +19.1%
EPD ENTERPRISE PRODS PART LP 3.3%
Value ($000) $1,710 Shares 58,230 Est. Cost $29.37 Unrealized
AMGN AMGEN INC. 2.6%
Value ($000) $1,384 Shares 4,891 Est. Cost $215.42 Unrealized +28.2%
CATY CATHAY GENERAL BANCO 1.9%
Value ($000) $982 Shares 26,606 Est. Cost $38.17 Unrealized 0.0%
COHEN STEERS QUAL INCOME 1.6%
Value ($000) $859 Shares 72,177 Est. Cost $11.90 Unrealized
BABA ALIBABA GROUP HLDG LTD F 1.5%
Value ($000) $813 Shares 11,085 Est. Cost $73.39 Unrealized
NVDA NVIDIA CORP 1.5%
Value ($000) $795 Shares 880 Est. Cost $37.19 Unrealized +94.8%
AMZN AMAZON.COM INC 1.4%
Value ($000) $741 Shares 4,094 Est. Cost $102.47 Unrealized +62.9%
BTI BRIT AMER TOBACCO F 1.4%
Value ($000) $732 Shares 24,108 Est. Cost $30.35 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $690 Shares 4,059 Est. Cost $149.89 Unrealized +20.3%
RHHBY ROCHE HLDG AG F 1.3%
Value ($000) $689 Shares 21,560 Est. Cost $31.94 Unrealized
TSLA TESLA INC 1.2%
Value ($000) $622 Shares 3,550 Est. Cost $175.07 Unrealized +11.6%
TSM TAIWAN SEMICONDUCTR F 1.0%
Value ($000) $510 Shares 3,605 Est. Cost $141.46 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $487 Shares 4,342 Est. Cost $99.19 Unrealized +11.7%
WESTERN ASSET MUNICIPAL 0.9%
Value ($000) $460 Shares 67,875 Est. Cost $6.78 Unrealized
CALAMOS STRATEGIC TOTAL 0.8%
Value ($000) $399 Shares 24,424 Est. Cost $16.35 Unrealized
GOOG ALPHABET INC. 0.7%
Value ($000) $352 Shares 2,250 Est. Cost $116.55 Unrealized +22.9%
MO ALTRIA GROUP INC 0.7%
Value ($000) $348 Shares 8,061 Est. Cost $35.58 Unrealized +0.3%
KAYNE ANDERSON ENERGY IN 0.6%
Value ($000) $329 Shares 33,026 Est. Cost $9.96 Unrealized
PM PHILIP MORRIS INTL 0.6%
Value ($000) $313 Shares 3,422 Est. Cost $85.22 Unrealized -0.3%
TOTALENERGIES SE F 0.6%
Value ($000) $307 Shares 4,409 Est. Cost $69.74 Unrealized
LVMUY LVMH MOET HENNESSY LOU F 0.6%
Value ($000) $304 Shares 1,691 Est. Cost $180.05 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $303 Shares 617 Est. Cost $259.67 Unrealized +70.7%
TMO THERMO FISHER SCNTFC 0.6%
Value ($000) $299 Shares 518 Est. Cost $534.26 Unrealized +4.4%
MSFT MICROSOFT CORP 0.6%
Value ($000) $299 Shares 700 Est. Cost $277.95 Unrealized +43.6%
NSRGY NESTLE S A F 0.5%
Value ($000) $283 Shares 2,672 Est. Cost $106.04 Unrealized
LOW LOWES COMPANIES INC 0.5%
Value ($000) $274 Shares 1,100 Est. Cost $196.85 Unrealized +12.8%
SBGSY SCHNEIDER ELECTRIC SA F 0.5%
Value ($000) $265 Shares 5,887 Est. Cost $45.05 Unrealized
RIVERNORTH DOUBLLINE STR 0.5%
Value ($000) $261 Shares 30,523 Est. Cost $8.55 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $257 Shares 1,422 Est. Cost $137.50 Unrealized +17.8%
NVO NOVO-NORDISK AS VORMAL F 0.5%
Value ($000) $251 Shares 1,966 Est. Cost $127.54 Unrealized
XBNYX BLACKROCK NY MUNICIPAL I 0.5%
Value ($000) $244 Shares 23,162 Est. Cost $10.54 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $243 Shares 1,218 Est. Cost $132.00 Unrealized +31.5%
MPLX MPLX LP LP 0.5%
Value ($000) $242 Shares 5,845 Est. Cost $41.34 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $231 Shares 634 Est. Cost $227.17 Unrealized +36.9%
BSM BLACK STONE MINERALS LP 0.4%
Value ($000) $224 Shares 13,900 Est. Cost $16.09 Unrealized
IBM IBM CORP 0.4%
Value ($000) $222 Shares 1,168 Est. Cost $123.42 Unrealized +39.8%
FLOWSTONE OPPORTUNITY FU 0.4%
Value ($000) $215 Shares 12,831 Est. Cost $16.78 Unrealized
ASML ASML HOLDING N V F 0.4%
Value ($000) $201 Shares 202 Est. Cost $985.27 Unrealized
COST COSTCO WHOLESALE CO 0.4%
Value ($000) $199 Shares 275 Est. Cost $491.03 Unrealized +43.9%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $196 Shares 1,673 Est. Cost $99.38 Unrealized -1.3%
SHEL SHELL PLC F 0.4%
Value ($000) $195 Shares 2,872 Est. Cost $67.92 Unrealized
V VISA INC 0.4%
Value ($000) $188 Shares 676 Est. Cost $225.07 Unrealized +21.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $170 Shares 604 Est. Cost $271.80 Unrealized +2.3%
NEM NEWMONT CORP 0.3%
Value ($000) $166 Shares 4,566 Est. Cost $44.82 Unrealized -26.0%
EATON VNCE MGD GLBL BUY 0.3%
Value ($000) $161 Shares 19,809 Est. Cost $8.15 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $155 Shares 767 Est. Cost $176.65 Unrealized +2.3%
CVX CHEVRON CORP 0.3%
Value ($000) $151 Shares 949 Est. Cost $140.91 Unrealized -1.3%
INTC INTEL CORP 0.3%
Value ($000) $150 Shares 3,367 Est. Cost $29.94 Unrealized +47.1%
LRLCY L OREAL S A F 0.3%
Value ($000) $146 Shares 1,553 Est. Cost $94.25 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $145 Shares 271 Est. Cost $380.99 Unrealized +32.1%
FIRST TRUST ABRDN GLOBL 0.3%
Value ($000) $140 Shares 21,421 Est. Cost $6.52 Unrealized
NOC NORTHROP GRUMMAN CO 0.3%
Value ($000) $136 Shares 288 Est. Cost $440.74 Unrealized +1.2%
VZ VERIZON COMMUNICATN 0.3%
Value ($000) $135 Shares 3,196 Est. Cost $32.17 Unrealized +11.7%
PANW PALO ALTO NETWORKS 0.3%
Value ($000) $134 Shares 481 Est. Cost $104.05 Unrealized +51.6%
PEP PEPSICO INC 0.3%
Value ($000) $134 Shares 771 Est. Cost $167.67 Unrealized -6.2%
GS GOLDMAN SACHS GROUP 0.3%
Value ($000) $132 Shares 320 Est. Cost $310.37 Unrealized +19.9%
ORCL ORACLE CORP 0.2%
Value ($000) $116 Shares 928 Est. Cost $101.59 Unrealized +10.6%
BP BP PLC F 0.2%
Value ($000) $114 Shares 3,014 Est. Cost $37.97 Unrealized
GIS GENERAL MILLS INC 0.2%
Value ($000) $112 Shares 1,602 Est. Cost $68.30 Unrealized -11.3%
GUGGENHEIM STRATEGIC OPP 0.2%
Value ($000) $110 Shares 7,731 Est. Cost $14.25 Unrealized
FMS FRESENIUS MED CARE AG F 0.2%
Value ($000) $110 Shares 5,768 Est. Cost $19.09 Unrealized
SAP SAP SE F 0.2%
Value ($000) $110 Shares 560 Est. Cost $191.53 Unrealized
NTDOY NINTENDO LTD F 0.2%
Value ($000) $110 Shares 8,144 Est. Cost $13.46 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $107 Shares 664 Est. Cost $137.01 Unrealized +9.4%
WMT WALMART INC 0.2%
Value ($000) $105 Shares 1,755 Est. Cost $49.50 Unrealized +13.2%
WMB WILLIAMS COS INC 0.2%
Value ($000) $104 Shares 2,679 Est. Cost $29.98 Unrealized +10.0%
PSLV SPROTT PHYSICAL SILVER E 0.2%
Value ($000) $102 Shares 12,168 Est. Cost $8.35 Unrealized
BUD ANHEUSER BUSCH INBEV S F 0.2%
Value ($000) $101 Shares 1,655 Est. Cost $61.10 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $101 Shares 273 Est. Cost $277.06 Unrealized +25.8%
CLX CLOROX CO 0.2%
Value ($000) $97 Shares 637 Est. Cost $147.59 Unrealized -5.1%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $95 Shares 739 Est. Cost $123.16 Unrealized -7.4%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $94 Shares 1,058 Est. Cost $72.91 Unrealized +11.6%
CNC CENTENE CORP 0.2%
Value ($000) $93 Shares 1,200 Est. Cost $66.69 Unrealized +15.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $86 Shares 944 Est. Cost $94.15 Unrealized -5.9%
KMI KINDER MORGAN INC 0.2%
Value ($000) $86 Shares 4,687 Est. Cost $15.29 Unrealized +4.5%
ALLSRPING UTLTS AND HGH 0.2%
Value ($000) $86 Shares 9,077 Est. Cost $9.42 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $84 Shares 249 Est. Cost $236.31 Unrealized +32.6%
NUVEEN MUNICIPAL VALUE C 0.2%
Value ($000) $84 Shares 9,624 Est. Cost $8.69 Unrealized
WMS ADVANCED DRAINAGE SY 0.2%
Value ($000) $83 Shares 490 Est. Cost $123.35 Unrealized +21.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $82 Shares 192 Est. Cost $362.32 Unrealized +17.9%
ABRDN ASIA PACIFIC INCOM 0.2%
Value ($000) $81 Shares 29,237 Est. Cost $2.78 Unrealized
NVS NOVARTIS AG F 0.2%
Value ($000) $81 Shares 847 Est. Cost $95.87 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $81 Shares 178 Est. Cost $428.89 Unrealized -3.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $80 Shares 506 Est. Cost $146.83 Unrealized +2.3%
HSY HERSHEY CO 0.2%
Value ($000) $80 Shares 402 Est. Cost $177.67 Unrealized +2.5%
TRV TRAVELERS COMPANIES 0.1%
Value ($000) $78 Shares 343 Est. Cost $162.95 Unrealized +26.9%
REAVES UTILITY INCOME 0.1%
Value ($000) $78 Shares 2,876 Est. Cost $27.00 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $78 Shares 1,735 Est. Cost $46.62 Unrealized -13.3%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $77 Shares 700 Est. Cost $89.31 Unrealized +29.0%
ECL ECOLAB INC 0.1%
Value ($000) $76 Shares 333 Est. Cost $167.69 Unrealized +24.0%
SWK STANLEY BLACK & DECK 0.1%
Value ($000) $75 Shares 790 Est. Cost $76.87 Unrealized +10.8%
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $75 Shares 152 Est. Cost $478.93 Unrealized +2.1%
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $74 Shares 134 Est. Cost $445.37 Unrealized +21.0%
DANOY DANONE F 0.1%
Value ($000) $74 Shares 5,713 Est. Cost $12.93 Unrealized
HTHIY HITACHI LTD F 0.1%
Value ($000) $73 Shares 414 Est. Cost $177.03 Unrealized
SNY SANOFI S A F 0.1%
Value ($000) $73 Shares 1,511 Est. Cost $48.29 Unrealized
NUVEEN NASDAQ 100 DYNAMI 0.1%
Value ($000) $72 Shares 3,001 Est. Cost $24.09 Unrealized
RGLD ROYAL GOLD INC 0.1%
Value ($000) $72 Shares 589 Est. Cost $112.92 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $72 Shares 105 Est. Cost $114.71 Unrealized +32.2%
PFE PFIZER INC 0.1%
Value ($000) $71 Shares 2,570 Est. Cost $34.23 Unrealized -28.0%
ETHE GRAYSCALE ETHEREUM TR ET 0.1%
Value ($000) $70 Shares 2,753 Est. Cost $25.43 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $70 Shares 536 Est. Cost $104.85 Unrealized +5.3%
ABRDN TOTAL DYNAMIC DIVI 0.1%
Value ($000) $69 Shares 8,370 Est. Cost $8.23 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $69 Shares 227 Est. Cost $213.97 Unrealized +33.3%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $69 Shares 1,294 Est. Cost $56.49 Unrealized -18.3%
AFL AFLAC INC 0.1%
Value ($000) $66 Shares 770 Est. Cost $64.27 Unrealized +22.5%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $65 Shares 312 Est. Cost $151.14 Unrealized +19.4%
AZN ASTRAZENECA PLC F 0.1%
Value ($000) $65 Shares 968 Est. Cost $67.32 Unrealized
GWW WW GRAINGER INC 0.1%
Value ($000) $65 Shares 64 Est. Cost $673.02 Unrealized +36.3%
KOF COCA-COLA FEMSA S A B F 0.1%
Value ($000) $63 Shares 651 Est. Cost $96.16 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $63 Shares 46 Est. Cost $78.44 Unrealized +54.5%
ALIZY ALLIANZ SE F 0.1%
Value ($000) $61 Shares 2,044 Est. Cost $29.77 Unrealized
PIONEER NATURAL RES 0.1%
Value ($000) $60 Shares 226 Est. Cost $210.38 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $60 Shares 531 Est. Cost $80.59 Unrealized +29.8%
NUE NUCOR CORP 0.1%
Value ($000) $59 Shares 296 Est. Cost $140.25 Unrealized +26.4%
DIS WALT DISNEY CO 0.1%
Value ($000) $59 Shares 482 Est. Cost $88.73 Unrealized +15.4%
KELLANOVA 0.1%
Value ($000) $57 Shares 1,004 Est. Cost $50.00 Unrealized +3.9%
CHD CHURCH & DWIGHT CO INC I 0.1%
Value ($000) $57 Shares 539 Est. Cost $97.08 Unrealized +0.8%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $57 Shares 213 Est. Cost $219.64 Unrealized +12.7%
EATON VANCE TAX ADV GLBL 0.1%
Value ($000) $56 Shares 3,076 Est. Cost $18.13 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $55 Shares 633 Est. Cost $71.51 Unrealized +11.2%
WST WEST PHARM SRVC INC 0.1%
Value ($000) $55 Shares 138 Est. Cost $366.55 Unrealized +0.4%
AOS SMITH A O 0.1%
Value ($000) $55 Shares 612 Est. Cost $77.86 Unrealized +2.4%
IBN ICICI BANK LTD F 0.1%
Value ($000) $54 Shares 2,097 Est. Cost $25.96 Unrealized
FS SPECIALTY LENDING FUN 0.1%
Value ($000) $54 Shares 15,826 Est. Cost $3.43 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $54 Shares 35 Est. Cost $1257.74 Unrealized +30.1%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $53 Shares 302 Est. Cost $85.40 Unrealized +36.3%
NTNX NUTANIX INC 0.1%
Value ($000) $52 Shares 842 Est. Cost $27.86 Unrealized +106.9%
BLACKROCK MULTI SECTOR I 0.1%
Value ($000) $51 Shares 3,260 Est. Cost $15.74 Unrealized
EXPD EXPEDITORS INTL WASH 0.1%
Value ($000) $51 Shares 426 Est. Cost $119.39 Unrealized +1.1%
EATON VANCE TAX MAN GL D 0.1%
Value ($000) $51 Shares 6,236 Est. Cost $8.10 Unrealized
NTES NETEASE INC F 0.1%
Value ($000) $50 Shares 504 Est. Cost $98.71 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $49 Shares 281 Est. Cost $154.99 Unrealized +1.7%
UPS UNITED PARCEL SRVC 0.1%
Value ($000) $49 Shares 331 Est. Cost $154.55 Unrealized -11.7%
UVV UNIVERSAL CORP VA 0.1%
Value ($000) $46 Shares 907 Est. Cost $53.53 Unrealized +1.6%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $46 Shares 183 Est. Cost $179.97 Unrealized 0.0%
SMMNY SIEMENS HEALTHINEERS F 0.1%
Value ($000) $46 Shares 1,515 Est. Cost $29.86 Unrealized
VST VISTRA ENERGY CORP 0.1%
Value ($000) $46 Shares 641 Est. Cost $48.74 Unrealized 0.0%
WSM WILLIAMS SONOMA 0.1%
Value ($000) $45 Shares 142 Est. Cost $112.92 Unrealized 0.0%
AMD ADVANCED MICRO DEVICE IN 0.1%
Value ($000) $44 Shares 241 Est. Cost $106.25 Unrealized +64.5%
INFORMATICA INC 0.1%
Value ($000) $43 Shares 1,229 Est. Cost $35.20 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $43 Shares 624 Est. Cost $42.60 Unrealized +24.3%
CALAMOS CONVERTIBLE OPPO 0.1%
Value ($000) $43 Shares 3,841 Est. Cost $11.17 Unrealized
AAGIY AIA GROUP LTD F 0.1%
Value ($000) $42 Shares 1,555 Est. Cost $27.05 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $42 Shares 1,198 Est. Cost $39.04 Unrealized -23.7%
EATON VANCE RISK MAN DIV 0.1%
Value ($000) $42 Shares 5,000 Est. Cost $8.35 Unrealized
EATON VANCE TAX ADVANTAG 0.1%
Value ($000) $41 Shares 1,742 Est. Cost $23.52 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $40 Shares 324 Est. Cost $63.48 Unrealized +41.5%
NOK NOKIA OYJ F 0.1%
Value ($000) $40 Shares 11,500 Est. Cost $3.50 Unrealized
BLACKROCK ENHANCED INTER 0.1%
Value ($000) $40 Shares 7,300 Est. Cost $5.45 Unrealized
PHM PULTEGROUP INC 0.1%
Value ($000) $39 Shares 333 Est. Cost $83.12 Unrealized +27.2%
CNM CORE & MAIN INC 0.1%
Value ($000) $38 Shares 671 Est. Cost $45.79 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $38 Shares 538 Est. Cost $65.21 Unrealized -0.7%
GAP GAP INC 0.1%
Value ($000) $38 Shares 1,402 Est. Cost $19.92 Unrealized 0.0%
T A T & T INC 0.1%
Value ($000) $38 Shares 2,174 Est. Cost $15.52 Unrealized +0.6%
NFLX NETFLIX INC 0.1%
Value ($000) $38 Shares 62 Est. Cost $36.83 Unrealized +53.1%
FLAHERTY CRUMRINE TOTAL 0.1%
Value ($000) $37 Shares 2,405 Est. Cost $15.37 Unrealized
W WAYFAIR INC 0.1%
Value ($000) $37 Shares 560 Est. Cost $56.54 Unrealized 0.0%
KNOP KNOT OFFSHORE PARTNER LP 0.1%
Value ($000) $37 Shares 7,211 Est. Cost $5.45 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $37 Shares 457 Est. Cost $62.67 Unrealized 0.0%
DASH DOORDASH INC 0.1%
Value ($000) $37 Shares 265 Est. Cost $115.47 Unrealized +2.0%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $36 Shares 284 Est. Cost $75.24 Unrealized +44.6%
XPO XPO INC 0.1%
Value ($000) $36 Shares 294 Est. Cost $107.06 Unrealized 0.0%
MA MASTERCARD INC 0.1%
Value ($000) $36 Shares 74 Est. Cost $377.77 Unrealized +19.8%
VNT VONTIER CORP 0.1%
Value ($000) $35 Shares 779 Est. Cost $39.00 Unrealized 0.0%
ESAB ESAB CORP 0.1%
Value ($000) $35 Shares 318 Est. Cost $92.78 Unrealized 0.0%
AZEK CO INC 0.1%
Value ($000) $35 Shares 709 Est. Cost $49.15 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $34 Shares 140 Est. Cost $211.89 Unrealized +10.6%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $34 Shares 482 Est. Cost $30.71 Unrealized +42.1%
NWN NORTHWEST NATURAL HOLDIN 0.1%
Value ($000) $34 Shares 916 Est. Cost $38.01 Unrealized -1.6%
NTAP NETAPP INC 0.1%
Value ($000) $34 Shares 321 Est. Cost $77.94 Unrealized +14.5%
ENTG ENTEGRIS INC 0.1%
Value ($000) $33 Shares 236 Est. Cost $126.74 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $33 Shares 900 Est. Cost $30.54 Unrealized +16.1%
SGPYY SAGE GROUP PLC F 0.1%
Value ($000) $33 Shares 510 Est. Cost $58.12 Unrealized
BLDR BUILDERS FIRSTSOURCE 0.1%
Value ($000) $33 Shares 159 Est. Cost $184.81 Unrealized 0.0%
NOW SERVICE NOW INC 0.1%
Value ($000) $32 Shares 42 Est. Cost $99.98 Unrealized +51.5%
OC OWENS CORNING FIBERGLAS 0.1%
Value ($000) $31 Shares 183 Est. Cost $152.55 Unrealized 0.0%
WSO WATSCO INC 0.1%
Value ($000) $31 Shares 71 Est. Cost $401.75 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.1%
Value ($000) $31 Shares 1,416 Est. Cost $20.30 Unrealized +4.7%
NEU NEWMARKET CORPORATN 0.1%
Value ($000) $30 Shares 48 Est. Cost $579.25 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $30 Shares 25 Est. Cost $997.72 Unrealized 0.0%
FANG DIAMONDBACK ENERGY 0.1%
Value ($000) $30 Shares 151 Est. Cost $138.42 Unrealized +14.9%
RVTY REVVITY INC 0.1%
Value ($000) $30 Shares 290 Est. Cost $122.07 Unrealized -13.3%
JBL JABIL INC 0.1%
Value ($000) $29 Shares 215 Est. Cost $133.73 Unrealized 0.0%
FCNCA FIRST CITIZENS BKSH 0.1%
Value ($000) $29 Shares 18 Est. Cost $1492.87 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE 0.1%
Value ($000) $29 Shares 248 Est. Cost $114.32 Unrealized 0.0%
CSLLY C S L LIMITED F 0.1%
Value ($000) $29 Shares 305 Est. Cost $93.38 Unrealized
MAR MARRIOTT INTL INC 0.1%
Value ($000) $28 Shares 111 Est. Cost $181.39 Unrealized +31.0%
OLLI OLLIES BARGAIN OUTLET HO 0.1%
Value ($000) $28 Shares 377 Est. Cost $75.54 Unrealized 0.0%
PATH UIPATH INC 0.1%
Value ($000) $27 Shares 1,239 Est. Cost $22.93 Unrealized +2.1%
OLED UNIVERSAL DISPLAY CO 0.1%
Value ($000) $27 Shares 165 Est. Cost $170.29 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $27 Shares 558 Est. Cost $47.58 Unrealized -10.4%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $27 Shares 3,699 Est. Cost $7.94 Unrealized 0.0%
UWMC UWM HOLDINGS CORP 0.1%
Value ($000) $27 Shares 4,047 Est. Cost $6.75 Unrealized 0.0%
IMBBY IMPERIAL BRANDS PLC F 0.0%
Value ($000) $26 Shares 1,143 Est. Cost $22.50 Unrealized
TTWO TAKE TWO INTERACTV 0.0%
Value ($000) $25 Shares 169 Est. Cost $155.14 Unrealized +0.1%
GEN GEN DIGITAL INC 0.0%
Value ($000) $25 Shares 1,130 Est. Cost $16.57 Unrealized +29.2%
ABNB AIRBNB INC 0.0%
Value ($000) $25 Shares 151 Est. Cost $116.96 Unrealized +29.4%
EXPE EXPEDIA GROUP INC. 0.0%
Value ($000) $25 Shares 185 Est. Cost $140.05 Unrealized +0.7%
KMTUY KOMATSU LTD F 0.0%
Value ($000) $24 Shares 825 Est. Cost $29.32 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $24 Shares 689 Est. Cost $39.91 Unrealized 0.0%
NUVEEN SELECT TAX-FREE I 0.0%
Value ($000) $23 Shares 1,617 Est. Cost $14.43 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 193 Est. Cost $47.77 Unrealized +89.6%
WDAY WORKDAY INC 0.0%
Value ($000) $23 Shares 84 Est. Cost $202.91 Unrealized +40.3%
GOOGL ALPHABET INC. 0.0%
Value ($000) $22 Shares 144 Est. Cost $122.73 Unrealized +15.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $22 Shares 229 Est. Cost $84.82 Unrealized +4.3%
SHC SOTERA HEALTH CO 0.0%
Value ($000) $22 Shares 1,850 Est. Cost $14.88 Unrealized 0.0%
RTX RTX CORP 0.0%
Value ($000) $22 Shares 220 Est. Cost $77.58 Unrealized +11.9%
ADBE ADOBE INC 0.0%
Value ($000) $22 Shares 43 Est. Cost $418.11 Unrealized +37.1%
NGG NTNL GRID PLC F 0.0%
Value ($000) $22 Shares 318 Est. Cost $67.82 Unrealized
COHEN AND STEERS INFRAST 0.0%
Value ($000) $21 Shares 869 Est. Cost $23.74 Unrealized
ROKU ROKU I N C 0.0%
Value ($000) $20 Shares 317 Est. Cost $77.80 Unrealized +0.0%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $20 Shares 69 Est. Cost $219.84 Unrealized +17.4%
DTEGY DEUTSCHE TELEKOM AG F 0.0%
Value ($000) $20 Shares 825 Est. Cost $24.24 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $20 Shares 310 Est. Cost $58.67 Unrealized -5.6%
ABRDN GLOBAL DYNAMIC DIV 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $9.60 Unrealized
ABBNY ABB LTD F 0.0%
Value ($000) $19 Shares 412 Est. Cost $46.25 Unrealized
CINF CINCINNATI FINL 0.0%
Value ($000) $19 Shares 155 Est. Cost $96.44 Unrealized +11.6%
BR BROADRIDGE FINL SOLU 0.0%
Value ($000) $19 Shares 92 Est. Cost $172.43 Unrealized +13.4%
VECTOR GROUP LTD 0.0%
Value ($000) $18 Shares 1,714 Est. Cost $12.91 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $18 Shares 108 Est. Cost $168.44 Unrealized +8.9%
FIRST TRUST HIGH INCOME 0.0%
Value ($000) $18 Shares 1,526 Est. Cost $11.74 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $17 Shares 217 Est. Cost $67.23 Unrealized +11.0%
ADSK AUTODESK INC 0.0%
Value ($000) $17 Shares 66 Est. Cost $200.24 Unrealized +26.4%
HPQ HP INC. 0.0%
Value ($000) $17 Shares 561 Est. Cost $26.50 Unrealized +3.1%
ALLIANCEBERNSTEIN NTNL M 0.0%
Value ($000) $17 Shares 1,568 Est. Cost $10.89 Unrealized
EATON VANCE MUNICIPAL IN 0.0%
Value ($000) $17 Shares 1,672 Est. Cost $10.11 Unrealized
FISV FISERV INC 0.0%
Value ($000) $17 Shares 106 Est. Cost $118.50 Unrealized +22.9%
WESTERN ASST MNGD MUNCPL 0.0%
Value ($000) $17 Shares 1,626 Est. Cost $10.32 Unrealized
USB U S BANCORP 0.0%
Value ($000) $17 Shares 380 Est. Cost $28.41 Unrealized +36.0%
NUVEEN QUALITY MUNICIPAL 0.0%
Value ($000) $17 Shares 1,470 Est. Cost $11.33 Unrealized
NUVEEN AMT FREE QUALITY 0.0%
Value ($000) $17 Shares 1,515 Est. Cost $10.96 Unrealized
EATON VANCE MUNICIPAL BN 0.0%
Value ($000) $17 Shares 1,632 Est. Cost $10.17 Unrealized
PUTNAM MANAGED MUNICIPAL 0.0%
Value ($000) $16 Shares 2,749 Est. Cost $5.99 Unrealized
PAA PLAINS ALL AMERICAN P LP 0.0%
Value ($000) $16 Shares 930 Est. Cost $17.70 Unrealized
INVESCO QLTY MUN INCM TR 0.0%
Value ($000) $16 Shares 1,716 Est. Cost $9.57 Unrealized
MET METLIFE INC 0.0%
Value ($000) $16 Shares 222 Est. Cost $51.22 Unrealized +28.9%
LLY ELI LILLY AND CO 0.0%
Value ($000) $16 Shares 21 Est. Cost $488.84 Unrealized +43.7%
NKE NIKE INC 0.0%
Value ($000) $16 Shares 173 Est. Cost $102.30 Unrealized -4.4%
H & E EQUIPMENT SERV 0.0%
Value ($000) $16 Shares 254 Est. Cost $63.06 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $16 Shares 22 Est. Cost $412.32 Unrealized +53.3%
BLACKROCK INC 0.0%
Value ($000) $16 Shares 19 Est. Cost $740.14 Unrealized
PFG PRINCIPAL FINL 0.0%
Value ($000) $16 Shares 181 Est. Cost $65.46 Unrealized +14.2%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $16 Shares 185 Est. Cost $79.36 Unrealized -4.2%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $15 Shares 128 Est. Cost $108.41 Unrealized +1.1%
CPRT COPART INC 0.0%
Value ($000) $15 Shares 259 Est. Cost $44.31 Unrealized +16.0%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $15 Shares 806 Est. Cost $13.71 Unrealized +29.5%
BEN FRANKLIN RESOURCES 0.0%
Value ($000) $15 Shares 528 Est. Cost $24.81 Unrealized -0.9%
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $14 Shares 59 Est. Cost $239.36 Unrealized -3.6%
FAST FASTENAL CO 0.0%
Value ($000) $14 Shares 188 Est. Cost $25.68 Unrealized +32.4%
SMTC SEMTECH CORP 0.0%
Value ($000) $14 Shares 472 Est. Cost $21.16 Unrealized +0.9%
NDSN NORDSON CORP 0.0%
Value ($000) $14 Shares 50 Est. Cost $254.03 Unrealized 0.0%
DNP SELECT INCOME CF 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $9.03 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $13 Shares 149 Est. Cost $87.29 Unrealized -3.6%
PGR PROGRESSIVE CO OHIO 0.0%
Value ($000) $13 Shares 64 Est. Cost $123.84 Unrealized +37.8%
SITIO ROYALTIES CORP NEW 0.0%
Value ($000) $13 Shares 525 Est. Cost $23.31 Unrealized
IT GARTNER INC 0.0%
Value ($000) $13 Shares 27 Est. Cost $325.62 Unrealized +41.3%
OKTA OKTA INC 0.0%
Value ($000) $13 Shares 124 Est. Cost $75.97 Unrealized +21.4%
BRCTF BIOARCTIC AB ORDF 0.0%
Value ($000) $13 Shares 633 Est. Cost $22.28 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES IN 0.0%
Value ($000) $13 Shares 561 Est. Cost $15.79 Unrealized +35.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $12 Shares 216 Est. Cost $39.96 Unrealized +25.4%
TM TOYOTA MOTOR CORP F 0.0%
Value ($000) $12 Shares 50 Est. Cost $242.14 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $12 Shares 34 Est. Cost $281.34 Unrealized +17.4%
YPF YPF SOCIEDAD ANONIMA F 0.0%
Value ($000) $11 Shares 584 Est. Cost $19.63 Unrealized
XMVFX BLACKROCK MUNIVEST CF 0.0%
Value ($000) $11 Shares 1,618 Est. Cost $6.96 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $11 Shares 119 Est. Cost $78.37 Unrealized +6.2%
BLACKROCK MUNIYIELD QUAL 0.0%
Value ($000) $11 Shares 981 Est. Cost $11.33 Unrealized
KO THE COCA-COLA CO 0.0%
Value ($000) $11 Shares 182 Est. Cost $55.64 Unrealized +1.9%
INVESCO MUNI OPPORTUNITY 0.0%
Value ($000) $11 Shares 1,151 Est. Cost $9.59 Unrealized
PPL PPL CORP 0.0%
Value ($000) $11 Shares 401 Est. Cost $25.07 Unrealized -0.4%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $11 Shares 63 Est. Cost $158.56 Unrealized -0.4%
XMQTX BLACKROCK MUNIYLD QUALIT 0.0%
Value ($000) $11 Shares 1,058 Est. Cost $10.32 Unrealized
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $11 Shares 42 Est. Cost $43.74 Unrealized +5.9%
CME CME GROUP INC 0.0%
Value ($000) $11 Shares 51 Est. Cost $185.32 Unrealized +6.4%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $11 Shares 44 Est. Cost $262.56 Unrealized -11.4%
CMCSA COMCAST CORP 0.0%
Value ($000) $11 Shares 255 Est. Cost $36.65 Unrealized +10.8%
NFE NEW FORTRESS ENERGY A 0.0%
Value ($000) $10 Shares 345 Est. Cost $29.05 Unrealized +13.1%
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $10 Shares 571 Est. Cost $14.81 Unrealized +4.1%
EATON VANCE NATNL MUNICI 0.0%
Value ($000) $10 Shares 612 Est. Cost $16.54 Unrealized
VIPER ENERGY INC 0.0%
Value ($000) $10 Shares 265 Est. Cost $31.38 Unrealized
PBR PETROLEO BRASILEIRO F 0.0%
Value ($000) $10 Shares 662 Est. Cost $15.22 Unrealized
HBAN HUNTINGTON BANCSHS 0.0%
Value ($000) $10 Shares 731 Est. Cost $9.86 Unrealized +21.1%
INVESCO CALIFORNIA VALUE 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.89 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $10 Shares 456 Est. Cost $18.56 Unrealized +1.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $9 Shares 39 Est. Cost $192.58 Unrealized +22.3%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $9 Shares 183 Est. Cost $43.68 Unrealized -4.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $9 Shares 76 Est. Cost $105.77 Unrealized +8.4%
NUSTAR ENERGY LP LP 0.0%
Value ($000) $9 Shares 400 Est. Cost $23.02 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $9 Shares 115 Est. Cost $55.05 Unrealized +21.2%
GSK GSK PLC ADR F 0.0%
Value ($000) $9 Shares 211 Est. Cost $42.42 Unrealized
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $9 Shares 94 Est. Cost $80.36 Unrealized +4.5%
PNC PNC FINL SERVICES 0.0%
Value ($000) $9 Shares 54 Est. Cost $110.41 Unrealized +27.8%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $49.39 Unrealized +11.3%
TGT TARGET CORP 0.0%
Value ($000) $9 Shares 48 Est. Cost $113.48 Unrealized +25.1%
ALLIANCEBERNSTEIN GLBL H 0.0%
Value ($000) $9 Shares 800 Est. Cost $10.65 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $8 Shares 168 Est. Cost $46.25 Unrealized +2.1%
JOHN HANCOCK PREFERRED I 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.53 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $446.64 Unrealized +7.9%
TJX TJX COMPANIES INC 0.0%
Value ($000) $8 Shares 81 Est. Cost $76.14 Unrealized +24.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $8 Shares 208 Est. Cost $30.46 Unrealized +7.7%
CHE CHEMED CORP 0.0%
Value ($000) $8 Shares 12 Est. Cost $525.76 Unrealized +14.7%
HII HUNTINGTON INGALLS 0.0%
Value ($000) $8 Shares 26 Est. Cost $264.00 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 75 Est. Cost $89.54 Unrealized 0.0%
EDU NEW ORIENTAL EDUCATION F 0.0%
Value ($000) $7 Shares 83 Est. Cost $58.51 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $7 Shares 2 Est. Cost $3067.93 Unrealized +14.4%
HL HECLA MINING CO 0.0%
Value ($000) $7 Shares 1,450 Est. Cost $4.47 Unrealized -11.5%
IRS IRSA INVERSIONES Y REP F 0.0%
Value ($000) $7 Shares 775 Est. Cost $9.17 Unrealized
NUVEEN MULTI ASSET INCOM 0.0%
Value ($000) $7 Shares 568 Est. Cost $12.38 Unrealized
TEVA TEVA PHARMACEUTICAL IN F 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.91 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $7 Shares 181 Est. Cost $30.00 Unrealized +11.3%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $7 Shares 168 Est. Cost $35.45 Unrealized +12.7%
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $125.21 Unrealized 0.0%
EC ECOPETROL S A F 0.0%
Value ($000) $7 Shares 550 Est. Cost $12.11 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $6 Shares 175 Est. Cost $31.03 Unrealized +5.7%
BBVA BANCO BILBAO VIZCAYA A F 0.0%
Value ($000) $6 Shares 540 Est. Cost $11.74 Unrealized
GUGNHM TXBL MUN BOND & I 0.0%
Value ($000) $6 Shares 391 Est. Cost $16.10 Unrealized
ADM ARCHER-DANIELS-MIDLN 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.31 Unrealized -20.9%
OXY/WS OCCIDENTAL PETROL 27 WTS 0.0%
Value ($000) $6 Shares 137 Est. Cost $44.45 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $6 Shares 58 Est. Cost $47.13 Unrealized +1.2%
CMI CUMMINS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $216.45 Unrealized +14.4%
BAESY BAE SYSTEMS PLC F 0.0%
Value ($000) $6 Shares 85 Est. Cost $69.19 Unrealized
CF CF INDUSTRIES HLDG 0.0%
Value ($000) $6 Shares 70 Est. Cost $73.95 Unrealized +3.0%
CX CEMEX SAB DE C V F 0.0%
Value ($000) $6 Shares 640 Est. Cost $9.07 Unrealized
HAL HALLIBURTON CO HLDG 0.0%
Value ($000) $6 Shares 144 Est. Cost $31.19 Unrealized +9.4%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $6 Shares 45 Est. Cost $174.62 Unrealized -21.0%
MUFG MITSUBISHI U F J FINAN F 0.0%
Value ($000) $6 Shares 561 Est. Cost $9.98 Unrealized
EMBJ EMBRAER S A F 0.0%
Value ($000) $6 Shares 217 Est. Cost $25.64 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $5 Shares 307 Est. Cost $10.23 Unrealized +43.5%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $318.43 Unrealized -7.9%
VOD VODAFONE GROUP F 0.0%
Value ($000) $5 Shares 608 Est. Cost $8.79 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $243.71 Unrealized -8.8%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $200.78 Unrealized +16.3%
FMX FOMENTO ECONOMICO MEXI F 0.0%
Value ($000) $5 Shares 40 Est. Cost $129.63 Unrealized
TOELY TOKYO ELECTRON LTD F 0.0%
Value ($000) $5 Shares 40 Est. Cost $127.92 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 39 Est. Cost $97.58 Unrealized +10.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $5 Shares 29 Est. Cost $106.77 Unrealized +42.3%
SJM J M SMUCKER CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $126.06 Unrealized -6.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $5 Shares 167 Est. Cost $31.39 Unrealized -18.1%
MOS THE MOSAIC CO 0.0%
Value ($000) $5 Shares 150 Est. Cost $35.43 Unrealized -15.2%
RELX RELX PLC F 0.0%
Value ($000) $5 Shares 113 Est. Cost $42.77 Unrealized
GGAL GRUPO FINANCIERO GALIC F 0.0%
Value ($000) $5 Shares 186 Est. Cost $25.78 Unrealized
SUBCY SUBSEA 7 S A F 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.90 Unrealized
ICE INTERCONTINENTAL EXC 0.0%
Value ($000) $5 Shares 34 Est. Cost $104.69 Unrealized +24.0%
PAM PAMPA ENERGIA SA F 0.0%
Value ($000) $5 Shares 106 Est. Cost $42.71 Unrealized
ASX ASE TECHNOLOGY HOLDING F 0.0%
Value ($000) $4 Shares 415 Est. Cost $10.82 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $430.92 Unrealized +46.5%
CAJPY CANON INC F 0.0%
Value ($000) $4 Shares 150 Est. Cost $29.75 Unrealized
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $4 Shares 21 Est. Cost $179.70 Unrealized +12.6%
KEYS KEYSIGHT TECH INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $155.17 Unrealized -0.9%
ING ING GROEP ADR REP 1 OR F 0.0%
Value ($000) $4 Shares 263 Est. Cost $16.44 Unrealized
UNILEVER PLC F 0.0%
Value ($000) $4 Shares 86 Est. Cost $51.01 Unrealized
VIPS VIPSHOP HLDGS LTD F 0.0%
Value ($000) $4 Shares 243 Est. Cost $17.48 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $4 Shares 48 Est. Cost $70.33 Unrealized +10.0%
BW LPG LTD F 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.30 Unrealized
EL ESTEE LAUDERCO INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $201.58 Unrealized -32.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $175.41 Unrealized +6.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $4 Shares 73 Est. Cost $59.54 Unrealized -10.4%
SMFG SUMITOMO MITSUI FINL00 F 0.0%
Value ($000) $4 Shares 334 Est. Cost $11.43 Unrealized
SONY SONY GROUP CORP F 0.0%
Value ($000) $4 Shares 44 Est. Cost $86.16 Unrealized
WH WYNDHAM HOTELS & RESORTS 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.23 Unrealized +4.3%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $217.65 Unrealized -13.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $498.43 Unrealized +9.6%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $4 Shares 9 Est. Cost $302.56 Unrealized +24.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $427.38 Unrealized +28.8%
DXCM DEXCOM INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $122.66 Unrealized +2.5%
BMA BANCO MACRO S A F 0.0%
Value ($000) $3 Shares 70 Est. Cost $49.13 Unrealized
VRTX VERTEX PHARMACEUTICA 0.0%
Value ($000) $3 Shares 8 Est. Cost $336.94 Unrealized +25.5%
BNY MELLON HIGH YIELD ST 0.0%
Value ($000) $3 Shares 1,406 Est. Cost $2.38 Unrealized
HESAY HERMES INTERNTNL SCA F 0.0%
Value ($000) $3 Shares 13 Est. Cost $256.23 Unrealized
VIV TELEFONICA BRASIL S. F 0.0%
Value ($000) $3 Shares 309 Est. Cost $10.02 Unrealized
E ENI SPA ROMA F 0.0%
Value ($000) $3 Shares 96 Est. Cost $31.83 Unrealized
CMPGY COMPASS GROUP PLC F 0.0%
Value ($000) $3 Shares 104 Est. Cost $29.21 Unrealized
DEO DIAGEO PLC F 0.0%
Value ($000) $3 Shares 20 Est. Cost $147.80 Unrealized
AI C3 AI INC 0.0%
Value ($000) $3 Shares 109 Est. Cost $27.51 Unrealized +2.1%
HMY HARMONY GLD MNG LTD F 0.0%
Value ($000) $3 Shares 354 Est. Cost $8.09 Unrealized
CDNS CADENCE DESIGN SYS 0.0%
Value ($000) $3 Shares 9 Est. Cost $217.63 Unrealized +35.9%
ANSYS INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $325.49 Unrealized
SAFRY SAFRAN F 0.0%
Value ($000) $3 Shares 49 Est. Cost $56.37 Unrealized
NMR NOMURA HOLDINGS F 0.0%
Value ($000) $3 Shares 438 Est. Cost $6.13 Unrealized
HLN HALEON PLC F 0.0%
Value ($000) $3 Shares 321 Est. Cost $8.34 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $37.17 Unrealized +93.1%
BAX BAXTER INTERNTNL 0.0%
Value ($000) $3 Shares 58 Est. Cost $33.78 Unrealized +15.2%
AVTR AVANTOR INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.49 Unrealized +16.1%
TNL TRAVEL LEISURE CO 0.0%
Value ($000) $3 Shares 52 Est. Cost $33.07 Unrealized +19.1%
ALB ALBEMARLE CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $196.03 Unrealized -39.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $128.82 Unrealized -0.1%
SIEGY SIEMENS A G F 0.0%
Value ($000) $2 Shares 25 Est. Cost $95.40 Unrealized
MNST MONSTER BEVERAGE CORPORA 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.93 Unrealized +1.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $2 Shares 19 Est. Cost $82.60 Unrealized +20.3%
AVADEL PHARMACEUTICALS F 0.0%
Value ($000) $2 Shares 129 Est. Cost $16.66 Unrealized
EADSY AIRBUS GROUP F 0.0%
Value ($000) $2 Shares 46 Est. Cost $45.91 Unrealized
TORTOISE ENERGY INFRASTR 0.0%
Value ($000) $2 Shares 67 Est. Cost $30.99 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $207.68 Unrealized +6.3%
MRK MERCK & CO. INC. 0.0%
Value ($000) $2 Shares 15 Est. Cost $101.92 Unrealized +13.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $139.36 Unrealized +119.7%
BA BOEING CO 0.0%
Value ($000) $2 Shares 10 Est. Cost $211.77 Unrealized -3.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $2 Shares 12 Est. Cost $151.30 Unrealized -9.1%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.79 Unrealized -21.8%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $162.55 Unrealized +19.3%
FIS FIDELITY NATL INFO 0.0%
Value ($000) $2 Shares 24 Est. Cost $52.33 Unrealized +19.6%
TCOM TRIP COM GROUP LTD F 0.0%
Value ($000) $2 Shares 37 Est. Cost $46.95 Unrealized
PKX POSCO HOLDINGS INC ADR F 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.64 Unrealized
WBD WARNER BROTHERS DISCOVER 0.0%
Value ($000) $2 Shares 189 Est. Cost $12.98 Unrealized -25.7%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $17.26 Unrealized +14.4%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $2 Shares 83 Est. Cost $26.79 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $134.10 Unrealized +17.9%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $182.38 Unrealized +18.3%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $2 Shares 11 Est. Cost $125.05 Unrealized +8.1%
SNA SNAP ON INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $269.89 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.39 Unrealized -12.1%
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $286.20 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $212.09 Unrealized +13.9%
HLT HILTON WORLDWIDE HLD 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.31 Unrealized +38.5%
IBKR INTERACTIVE BROKERS 0.0%
Value ($000) $1 Shares 13 Est. Cost $20.24 Unrealized +21.7%
BX BLACKSTONE INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $101.07 Unrealized +17.4%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.47 Unrealized +30.4%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $1 Shares 16 Est. Cost $75.02 Unrealized +10.6%
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $66.25 Unrealized +0.5%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $177.34 Unrealized -23.1%
PPRUY KERING S A F 0.0%
Value ($000) $1 Shares 35 Est. Cost $54.81 Unrealized
BSX BOSTON SCIENTIFIC CO 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.22 Unrealized +20.8%
OAOFY TATNEFT PJSC F 0.0%
Value ($000) $1 Shares 180 Est. Cost $7.00 Unrealized
APO APOLLO GLOBAL MGMT INC N 0.0%
Value ($000) $1 Shares 11 Est. Cost $71.11 Unrealized +44.5%
MORGAN STANLE 7.75 PFD 0.0%
Value ($000) $1 Shares 47 Est. Cost $25.36 Unrealized
ARGX ARGENX SE F 0.0%
Value ($000) $1 Shares 3 Est. Cost $397.00 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $53.37 Unrealized +27.5%
LYV LIVE NATION ENTRTMNT 0.0%
Value ($000) $1 Shares 11 Est. Cost $78.06 Unrealized +21.1%
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $62.48 Unrealized +15.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $79.47 Unrealized -4.6%
LKNCY LUCKIN COFFEE INC F 0.0%
Value ($000) $1 Shares 46 Est. Cost $24.09 Unrealized
EH EHANG HOLDINGS LTD F 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.39 Unrealized
THE GOLDMAN SACH 4 PFD 0.0%
Value ($000) $1 Shares 47 Est. Cost $23.17 Unrealized
HEI/A HEICO CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $133.56 Unrealized +10.6%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $22.94 Unrealized +4.7%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $78.01 Unrealized +10.3%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.18 Unrealized +37.4%
U.S. BANCORP 5.56 PFD 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.21 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $52.51 Unrealized +22.4%
ADDYY ADIDAS AG F 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.25 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.49 Unrealized 0.0%
SDZNY SANDOZ GROUP AG F 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.09 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $69.95 Unrealized +29.5%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $126.15 Unrealized -20.1%
COMPANHIA PARANAENSE D F 0.0%
Value ($000) $1 Shares 124 Est. Cost $7.52 Unrealized
ABRDN HLTHCR INV 0.0%
Value ($000) $1 Shares 56 Est. Cost $16.63 Unrealized
APAM ARTISAN PARTNERS ASSET I 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.91 Unrealized 0.0%
THE GOLDMAN 6.375 PFD 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.53 Unrealized
TX TERNIUM S A F 0.0%
Value ($000) $1 Shares 22 Est. Cost $41.64 Unrealized
FIFTH THIRD B 4.95 PFD 0.0%
Value ($000) $1 Shares 38 Est. Cost $23.61 Unrealized
SBAC S B A COMMUNICATIONS 0.0%
Value ($000) $1 Shares 4 Est. Cost $215.61 Unrealized -0.7%
Z ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $47.87 Unrealized +13.7%
INVH INVITATION HOMES INCORPO 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.60 Unrealized +3.0%
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $1 Shares 13 Est. Cost $66.01 Unrealized -7.2%
HUBB HUBBELL INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $353.24 Unrealized 0.0%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.85 Unrealized 0.0%
KIMCO REALTY 5.125 PFD 0.0%
Value ($000) $1 Shares 36 Est. Cost $22.78 Unrealized
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $253.87 Unrealized +15.9%
PNW PINNACLE WEST CAP 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.20 Unrealized 0.0%
THE CHARLES S 5.95 PFD 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.30 Unrealized
CITIZENS FINL 6.35 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $25.28 Unrealized
M&T BANK COR 5.625 PFD 0.0%
Value ($000) $1 Shares 31 Est. Cost $22.97 Unrealized
BKR BAKER HUGHES CO. 0.0%
Value ($000) $1 Shares 21 Est. Cost $27.40 Unrealized +7.8%
KEYCORP 6.125 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.00 Unrealized
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.26 Unrealized 0.0%
REGIONS FINL 6.375 PFD 0.0%
Value ($000) $1 Shares 27 Est. Cost $24.59 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $30.63 Unrealized -3.0%
DRD DRDGOLD LTD F 0.0%
Value ($000) $1 Shares 79 Est. Cost $8.32 Unrealized
THE ALLSTATE C 5.1 PFD 0.0%
Value ($000) $1 Shares 29 Est. Cost $22.41 Unrealized
WELLS FARGO 5.625 PFD 0.0%
Value ($000) $1 Shares 26 Est. Cost $24.77 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $81.55 Unrealized +23.6%
CAPITAL ONE FINL 5 PFD 0.0%
Value ($000) $1 Shares 31 Est. Cost $20.45 Unrealized
MORGAN STANLE 5.85 PFD 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.96 Unrealized
MRSH MARSH & MC LENNAN CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $184.63 Unrealized +4.7%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 30 Est. Cost $12.63 Unrealized +25.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $116.98 Unrealized +27.0%
VORNADO REALT 5.25 PFD 0.0%
Value ($000) $1 Shares 35 Est. Cost $15.11 Unrealized
REGIONS FINL C 5.7 PFD 0.0%
Value ($000) $1 Shares 22 Est. Cost $23.50 Unrealized
JMIA JUMIA TECHNOLOGIES A G F 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.11 Unrealized
FTV FORTIVE CORP DISC 0.0%
Value ($000) $1 Shares 6 Est. Cost $60.21 Unrealized 0.0%
MORGAN STANL 6.875 PFD 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.20 Unrealized
CITIZENS FINL GR 5 PFD 0.0%
Value ($000) $1 Shares 23 Est. Cost $21.87 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $33.85 Unrealized -25.2%
IP INTERNTNL PAPER 0.0%
Value ($000) $0 Shares 12 Est. Cost $33.61 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $64.39 Unrealized +10.0%
NEW YORK CMN 6.375 PFD 0.0%
Value ($000) $0 Shares 23 Est. Cost $17.52 Unrealized
U.S. BANCORP 5.5 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.63 Unrealized
PUBLIC STORAG 5.15 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.19 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $69.56 Unrealized 0.0%
DUKE ENERGY C 5.75 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $25.00 Unrealized
SYNOVUS FINL 5.875 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $24.67 Unrealized
SITE CENTERS 6.375 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.69 Unrealized
DXC D X C TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 17 Est. Cost $23.91 Unrealized -8.8%
SPIRE INC. 5.9 PFD 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.71 Unrealized
KEYCORP 5.65 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.31 Unrealized
BALL BALL CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.04 Unrealized +18.3%
KEYCORP 5.625 PFD 0.0%
Value ($000) $0 Shares 15 Est. Cost $21.93 Unrealized
CPYYY CENTRICA PLC F 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.40 Unrealized
HRB BLOCK H & R INCORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.98 Unrealized 0.0%
DIGITAL REALT 5.25 PFD 0.0%
Value ($000) $0 Shares 14 Est. Cost $22.00 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 25 Est. Cost $11.72 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $108.98 Unrealized +23.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $38.04 Unrealized +3.6%
KTOS KRATOS DEF & SEC SOL 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.37 Unrealized -0.9%
STATE STREET 5.35 PFD 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.36 Unrealized
FIFTH THIRD 6.625 PFD 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.40 Unrealized
NIO NIO INC F 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.64 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $0 Shares 17 Est. Cost $10.80 Unrealized -1.0%
ENTERGY NEW ORLE 5.5PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $24.11 Unrealized
ELPC COMPANHIA PARANAENSE D F 0.0%
Value ($000) $0 Shares 31 Est. Cost $6.61 Unrealized
CHORD ENERGY CORP 24 WTS 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.00 Unrealized
LINK PARKS IN 5.25 PFD 0.0%
Value ($000) $0 Shares 16 Est. Cost $12.63 Unrealized
FEDERAL REALTY I 5 PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.89 Unrealized
CWH CAMPING WORLD HOLDINGS I 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.40 Unrealized 0.0%
KIMCO REALTY 5.25 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.13 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.89 Unrealized 0.0%
THE HARTFORD FIN 6 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.29 Unrealized
NPK NTNL PRESTO INDS 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.07 Unrealized 0.0%
PUBLIC STORAGE 5.6 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.57 Unrealized
METLIFE INC 5.625 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.00 Unrealized
BANK AMERICA 5.375 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.86 Unrealized
DIGITAL REALT 5.85 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.71 Unrealized
DHI D R HORTON CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.51 Unrealized +22.1%
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $46.67 Unrealized 0.0%
PUBLIC STORA 4.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.71 Unrealized
DIGITAL REALTY 5.2 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.14 Unrealized
BANK AMERICA 5.875 PFD 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.83 Unrealized
ASSOCIATED B 5.875 PFD 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.14 Unrealized
MD PEDIATRIX MEDICAL GROUP 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.19 Unrealized -23.7%
VORNADO REALTY 5.4 PFD 0.0%
Value ($000) $0 Shares 9 Est. Cost $15.22 Unrealized
LINK PARKS INC 5.2 PFD 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.63 Unrealized
NBLWF NOBLE CORP PLC 26 WTF 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.54 Unrealized
TEO TELECOM ARGENTINA S A F 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized