Cherry Tree Wealth Management, LLC Diversified Active

Location: Minnetonka, MN

CIK: 0001985414 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value: $341M (100.0% shares, 0.0% debt)

Holdings (585)

SPIB SPDR SER TR 6.6%
Value $22.35M Shares 710,795 Share Price $31.45 Est. Cost/Share $32.19 Unrealized @ Report Date -2.3%
SPSB SPDR SER TR 5.6%
Value $18.99M Shares 647,575 Share Price $29.32 Est. Cost/Share $29.52 Unrealized @ Report Date -0.7%
BND VANGUARD BD INDEX FDS 5.4%
Value $18.28M Shares 262,025 Share Price $69.78 Est. Cost/Share $73.09 Unrealized @ Report Date -4.5%
VTV VANGUARD INDEX FDS 4.6%
Value $15.82M Shares 114,667 Share Price $137.93 Est. Cost/Share $139.01 Unrealized @ Report Date -0.8%
FLRN SPDR SER TR 3.6%
Value $12.28M Shares 399,734 Share Price $30.72 Est. Cost/Share $30.53 Unrealized @ Report Date +0.6%
VBR VANGUARD INDEX FDS 3.2%
Value $10.8M Shares 67,722 Share Price $159.49 Est. Cost/Share $157.79 Unrealized @ Report Date +1.1%
VYM VANGUARD WHITEHALL FDS 3.1%
Value $10.53M Shares 101,959 Share Price $103.32 Est. Cost/Share $104.93 Unrealized @ Report Date -1.5%
VEA VANGUARD TAX-MANAGED FDS 3.0%
Value $10.31M Shares 235,908 Share Price $43.72 Est. Cost/Share $45.98 Unrealized @ Report Date -4.9%
IVV ISHARES TR 3.0%
Value $10.2M Shares 23,750 Share Price $429.44 Est. Cost/Share $421.42 Unrealized @ Report Date +1.9%
VCSH VANGUARD SCOTTSDALE FDS 2.8%
Value $9.692M Shares 128,973 Share Price $75.15 Est. Cost/Share $75.99 Unrealized @ Report Date -1.1%
DFAC DIMENSIONAL ETF TRUST 2.7%
Value $9.346M Shares 356,714 Share Price $26.20 Est. Cost/Share $25.77 Unrealized @ Report Date +1.7%
VTIP VANGUARD MALVERN FDS 2.7%
Value $9.058M Shares 191,581 Share Price $47.28 Est. Cost/Share $47.67 Unrealized @ Report Date -0.8%
BSV VANGUARD BD INDEX FDS 2.5%
Value $8.557M Shares 113,840 Share Price $75.17 Est. Cost/Share $76.21 Unrealized @ Report Date -1.4%
VEU VANGUARD INTL EQUITY INDEX F 2.2%
Value $7.572M Shares 145,987 Share Price $51.87 Est. Cost/Share $54.20 Unrealized @ Report Date -4.3%
SPLV INVESCO EXCH TRADED FD TR II 2.1%
Value $7.035M Shares 119,668 Share Price $58.79 Est. Cost/Share $62.62 Unrealized @ Report Date -6.1%
VB VANGUARD INDEX FDS 2.0%
Value $6.959M Shares 36,807 Share Price $189.07 Est. Cost/Share $189.56 Unrealized @ Report Date -0.3%
FNDF SCHWAB STRATEGIC TR 1.9%
Value $6.377M Shares 201,348 Share Price $31.67 Est. Cost/Share $31.99 Unrealized @ Report Date -1.0%
TITN TITAN MACHY INC 1.8%
Value $6.26M Shares 235,529 Share Price $26.58 Est. Cost/Share $30.14 Unrealized @ Report Date -11.8%
VYMI VANGUARD WHITEHALL FDS 1.7%
Value $5.771M Shares 93,247 Share Price $61.89 Est. Cost/Share $63.34 Unrealized @ Report Date -2.3%
FNDC SCHWAB STRATEGIC TR 1.6%
Value $5.384M Shares 167,505 Share Price $32.14 Est. Cost/Share $33.42 Unrealized @ Report Date -3.8%
DFUV DIMENSIONAL ETF TRUST 1.5%
Value $5.248M Shares 154,275 Share Price $34.02 Est. Cost/Share $33.41 Unrealized @ Report Date +1.8%
DFAT DIMENSIONAL ETF TRUST 1.5%
Value $5.053M Shares 110,596 Share Price $45.69 Est. Cost/Share $43.89 Unrealized @ Report Date +4.1%
PGX INVESCO EXCH TRADED FD TR II 1.5%
Value $5.004M Shares 457,019 Share Price $10.95 Est. Cost/Share $11.34 Unrealized @ Report Date -3.4%
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value $4.828M Shares 123,136 Share Price $39.21 Est. Cost/Share $40.34 Unrealized @ Report Date -2.8%
VXUS VANGUARD STAR FDS 1.3%
Value $4.501M Shares 84,109 Share Price $53.52 Est. Cost/Share $55.92 Unrealized @ Report Date -4.3%
VNQ VANGUARD INDEX FDS 1.1%
Value $3.839M Shares 50,737 Share Price $75.66 Est. Cost/Share $81.94 Unrealized @ Report Date -7.7%
AVEM AMERICAN CENTY ETF TR 0.9%
Value $2.903M Shares 54,986 Share Price $52.79 Est. Cost/Share $53.25 Unrealized @ Report Date -0.9%
VTI VANGUARD INDEX FDS 0.8%
Value $2.766M Shares 13,022 Share Price $212.41 Est. Cost/Share $208.58 Unrealized @ Report Date +1.8%
VGIT VANGUARD SCOTTSDALE FDS 0.8%
Value $2.7M Shares 47,252 Share Price $57.15 Est. Cost/Share $59.59 Unrealized @ Report Date -4.1%
MSFT MICROSOFT CORP 0.8%
Value $2.651M Shares 8,397 Share Price $315.75 Est. Cost/Share $307.57 Unrealized @ Report Date +0.9%
AAPL APPLE INC 0.8%
Value $2.573M Shares 15,028 Share Price $171.21 Est. Cost/Share $172.06 Unrealized @ Report Date -1.6%
SCHF SCHWAB STRATEGIC TR 0.7%
Value $2.488M Shares 73,274 Share Price $33.96 * Est. Cost/Share $17.75 Unrealized @ Report Date -4.4%
AGG ISHARES TR 0.7%
Value $2.425M Shares 25,783 Share Price $94.04 Est. Cost/Share $98.66 Unrealized @ Report Date -4.7%
VTEB VANGUARD MUN BD FDS 0.7%
Value $2.289M Shares 47,585 Share Price $48.10 Est. Cost/Share $50.03 Unrealized @ Report Date -3.9%
DFAX DIMENSIONAL ETF TRUST 0.6%
Value $2.2M Shares 97,681 Share Price $22.52 Est. Cost/Share $23.29 Unrealized @ Report Date -3.3%
SCHB SCHWAB STRATEGIC TR 0.6%
Value $2.079M Shares 41,709 Share Price $49.85 * Est. Cost/Share $16.30 Unrealized @ Report Date +1.9%
DHS WISDOMTREE TR 0.5%
Value $1.748M Shares 22,388 Share Price $78.06 Est. Cost/Share $80.03 Unrealized @ Report Date -2.5%
ITOT ISHARES TR 0.5%
Value $1.645M Shares 17,461 Share Price $94.19 Est. Cost/Share $92.76 Unrealized @ Report Date +1.5%
ISHARES TR 0.5%
Value $1.636M Shares 66,144 Share Price $24.73 Est. Cost/Share $24.62 Unrealized @ Report Date
SCHZ SCHWAB STRATEGIC TR 0.5%
Value $1.557M Shares 35,204 Share Price $44.23 * Est. Cost/Share $23.15 Unrealized @ Report Date -4.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value $1.526M Shares 28,485 Share Price $53.56 Est. Cost/Share $54.85 Unrealized @ Report Date -2.4%
SPY SPDR S&P 500 ETF TR 0.4%
Value $1.501M Shares 3,512 Share Price $427.51 Est. Cost/Share $419.93 Unrealized @ Report Date +1.8%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value $1.499M Shares 10,582 Share Price $141.69 Est. Cost/Share $149.17 Unrealized @ Report Date -5.0%
EMR EMERSON ELEC CO 0.4%
Value $1.483M Shares 15,361 Share Price $96.57 * Est. Cost/Share $80.08 Unrealized @ Report Date +15.7%
IEFA ISHARES TR 0.4%
Value $1.336M Shares 20,757 Share Price $64.35 Est. Cost/Share $67.82 Unrealized @ Report Date -5.1%
DFGR DIMENSIONAL ETF TRUST 0.4%
Value $1.332M Shares 59,445 Share Price $22.41 Est. Cost/Share $24.35 Unrealized @ Report Date -8.0%
USMV ISHARES TR 0.4%
Value $1.241M Shares 17,145 Share Price $72.38 Est. Cost/Share $73.08 Unrealized @ Report Date -1.0%
IBTE ISHARES TR 0.4%
Value $1.221M Shares 51,223 Share Price $23.84 Est. Cost/Share $23.80 Unrealized @ Report Date
MDT MEDTRONIC PLC 0.3%
Value $1.186M Shares 15,135 Share Price $78.36 * Est. Cost/Share $79.02 Unrealized @ Report Date -7.1%
VUG VANGUARD INDEX FDS 0.3%
Value $1.176M Shares 4,319 Share Price $272.31 * Est. Cost/Share $43.36 Unrealized @ Report Date +4.7%
DFAS DIMENSIONAL ETF TRUST 0.3%
Value $1.159M Shares 22,072 Share Price $52.49 Est. Cost/Share $52.22 Unrealized @ Report Date +0.5%
SKOR FLEXSHARES TR 0.3%
Value $1.14M Shares 24,782 Share Price $46.01 Est. Cost/Share $47.16 Unrealized @ Report Date -2.4%
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value $1.134M Shares 10,678 Share Price $106.20 Est. Cost/Share $110.20 Unrealized @ Report Date -3.6%
SCHX SCHWAB STRATEGIC TR 0.3%
Value $1.088M Shares 21,493 Share Price $50.60 * Est. Cost/Share $16.51 Unrealized @ Report Date +2.2%
DFIV DIMENSIONAL ETF TRUST 0.3%
Value $1.066M Shares 32,680 Share Price $32.62 Est. Cost/Share $32.84 Unrealized @ Report Date -0.7%
MUB ISHARES TR 0.3%
Value $976K Shares 9,515 Share Price $102.54 Est. Cost/Share $106.89 Unrealized @ Report Date -4.1%
VOO VANGUARD INDEX FDS 0.3%
Value $966K Shares 2,460 Share Price $392.70 Est. Cost/Share $385.79 Unrealized @ Report Date +1.8%
PFF ISHARES TR 0.3%
Value $937K Shares 31,080 Share Price $30.15 Est. Cost/Share $30.60 Unrealized @ Report Date -1.5%
SPYM SPDR SER TR 0.3%
Value $876K Shares 17,438 Share Price $50.26 Est. Cost/Share $49.64 Unrealized @ Report Date +1.3%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value $861K Shares 17,168 Share Price $50.18 Est. Cost/Share $50.18 Unrealized @ Report Date -0.0%
IEMG ISHARES INC 0.2%
Value $839K Shares 17,640 Share Price $47.59 Est. Cost/Share $48.88 Unrealized @ Report Date -2.6%
LLY ELI LILLY & CO 0.2%
Value $834K Shares 1,553 Share Price $537.13 Est. Cost/Share $411.47 Unrealized @ Report Date +28.5%
MMM 3M CO 0.2%
Value $834K Shares 8,903 Share Price $93.62 * Est. Cost/Share $77.55 Unrealized @ Report Date -5.7%
DNP SELECT INCOME FD INC 0.2%
Value $827K Shares 86,855 Share Price $9.52 Est. Cost/Share $10.48 Unrealized @ Report Date
ESGV VANGUARD WORLD FD 0.2%
Value $740K Shares 9,844 Share Price $75.22 Est. Cost/Share $73.63 Unrealized @ Report Date +2.2%
ISHARES TR 0.2%
Value $721K Shares 28,434 Share Price $25.36 Est. Cost/Share $25.29 Unrealized @ Report Date
IGSB ISHARES TR 0.2%
Value $680K Shares 13,643 Share Price $49.83 Est. Cost/Share $50.38 Unrealized @ Report Date -1.1%
HRL HORMEL FOODS CORP 0.2%
Value $661K Shares 17,375 Share Price $38.03 * Est. Cost/Share $36.55 Unrealized @ Report Date -4.4%
FLOT ISHARES TR 0.2%
Value $649K Shares 12,757 Share Price $50.89 Est. Cost/Share $50.54 Unrealized @ Report Date +0.7%
PFFD GLOBAL X FDS 0.2%
Value $648K Shares 34,465 Share Price $18.81 Est. Cost/Share $19.38 Unrealized @ Report Date -3.0%
SUB ISHARES TR 0.2%
Value $632K Shares 6,149 Share Price $102.86 Est. Cost/Share $104.08 Unrealized @ Report Date -1.2%
ISHARES TR 0.2%
Value $588K Shares 24,124 Share Price $24.37 Est. Cost/Share $24.38 Unrealized @ Report Date
ISHARES TR 0.2%
Value $587K Shares 23,637 Share Price $24.82 Est. Cost/Share $24.81 Unrealized @ Report Date
VPU VANGUARD WORLD FDS 0.2%
Value $585K Shares 4,590 Share Price $127.54 Est. Cost/Share $146.48 Unrealized @ Report Date -12.9%
JPM JPMORGAN CHASE & CO 0.2%
Value $574K Shares 3,961 Share Price $145.02 * Est. Cost/Share $130.73 Unrealized @ Report Date +5.3%
IWM ISHARES TR 0.2%
Value $567K Shares 3,209 Share Price $176.74 Est. Cost/Share $178.29 Unrealized @ Report Date -0.9%
PG PROCTER AND GAMBLE CO 0.2%
Value $567K Shares 3,884 Share Price $145.86 * Est. Cost/Share $141.32 Unrealized @ Report Date -2.5%
EEMV ISHARES INC 0.2%
Value $565K Shares 10,590 Share Price $53.35 Est. Cost/Share $55.29 Unrealized @ Report Date -3.5%
EFAV ISHARES TR 0.2%
Value $546K Shares 8,367 Share Price $65.22 Est. Cost/Share $68.96 Unrealized @ Report Date -5.4%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value $493K Shares 12,675 Share Price $38.93 Est. Cost/Share $40.93 Unrealized @ Report Date -4.9%
USB US BANCORP DEL 0.1%
Value $492K Shares 14,892 Share Price $33.06 * Est. Cost/Share $28.41 Unrealized @ Report Date +5.3%
IXUS ISHARES TR 0.1%
Value $492K Shares 8,200 Share Price $59.99 Est. Cost/Share $62.60 Unrealized @ Report Date -4.2%
EFV ISHARES TR 0.1%
Value $488K Shares 9,966 Share Price $48.93 Est. Cost/Share $49.23 Unrealized @ Report Date -0.6%
DES WISDOMTREE TR 0.1%
Value $479K Shares 16,992 Share Price $28.20 Est. Cost/Share $27.88 Unrealized @ Report Date +1.2%
XLU SELECT SECTOR SPDR TR 0.1%
Value $459K Shares 7,794 Share Price $58.93 * Est. Cost/Share $33.66 Unrealized @ Report Date -12.5%
SHY ISHARES TR 0.1%
Value $458K Shares 5,662 Share Price $80.97 Est. Cost/Share $81.76 Unrealized @ Report Date -1.0%
IJR ISHARES TR 0.1%
Value $430K Shares 4,562 Share Price $94.33 Est. Cost/Share $95.22 Unrealized @ Report Date -0.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $429K Shares 2,879 Share Price $149.17 * Est. Cost/Share $156.19 Unrealized @ Report Date -7.2%
GDX VANECK ETF TRUST 0.1%
Value $422K Shares 15,668 Share Price $26.91 Est. Cost/Share $32.58 Unrealized @ Report Date -17.4%
PEP PEPSICO INC 0.1%
Value $416K Shares 2,456 Share Price $169.44 * Est. Cost/Share $170.56 Unrealized @ Report Date -8.1%
SMB VANECK ETF TRUST 0.1%
Value $405K Shares 24,254 Share Price $16.69 Est. Cost/Share $16.86 Unrealized @ Report Date -1.0%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $403K Shares 17,837 Share Price $22.57 Est. Cost/Share $23.14 Unrealized @ Report Date -2.5%
QUAL ISHARES TR 0.1%
Value $398K Shares 3,018 Share Price $131.79 Est. Cost/Share $129.46 Unrealized @ Report Date +1.8%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $394K Shares 2,537 Share Price $155.38 Est. Cost/Share $158.16 Unrealized @ Report Date -1.8%
NUBD NUSHARES ETF TR 0.1%
Value $386K Shares 18,305 Share Price $21.10 Est. Cost/Share $22.16 Unrealized @ Report Date -4.8%
VV VANGUARD INDEX FDS 0.1%
Value $371K Shares 1,898 Share Price $195.69 Est. Cost/Share $191.68 Unrealized @ Report Date +2.1%
STPZ PIMCO ETF TR 0.1%
Value $366K Shares 7,309 Share Price $50.09 Est. Cost/Share $50.71 Unrealized @ Report Date -1.2%
CMF ISHARES TR 0.1%
Value $366K Shares 6,669 Share Price $54.84 Est. Cost/Share $56.97 Unrealized @ Report Date -3.7%
IDV ISHARES TR 0.1%
Value $363K Shares 14,298 Share Price $25.40 Est. Cost/Share $27.28 Unrealized @ Report Date -6.9%
KMI KINDER MORGAN INC DEL 0.1%
Value $360K Shares 21,737 Share Price $16.58 * Est. Cost/Share $14.79 Unrealized @ Report Date -0.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $360K Shares 715 Share Price $503.88 * Est. Cost/Share $464.88 Unrealized @ Report Date +3.9%
FPI FARMLAND PARTNERS INC 0.1%
Value $349K Shares 34,000 Share Price $10.26 Est. Cost/Share $12.21 Unrealized @ Report Date
QQQ INVESCO QQQ TR 0.1%
Value $338K Shares 943 Share Price $358.22 Est. Cost/Share $336.65 Unrealized @ Report Date +6.4%
JNJ JOHNSON & JOHNSON 0.1%
Value $336K Shares 2,155 Share Price $155.72 * Est. Cost/Share $149.02 Unrealized @ Report Date -2.5%
GGG GRACO INC 0.1%
Value $334K Shares 4,578 Share Price $72.88 * Est. Cost/Share $75.06 Unrealized @ Report Date -5.9%
SCHE SCHWAB STRATEGIC TR 0.1%
Value $324K Shares 13,540 Share Price $23.94 Est. Cost/Share $24.44 Unrealized @ Report Date -2.0%
IWP ISHARES TR 0.1%
Value $320K Shares 3,504 Share Price $91.36 Est. Cost/Share $91.13 Unrealized @ Report Date +0.2%
DISV DIMENSIONAL ETF TRUST 0.1%
Value $315K Shares 13,230 Share Price $23.78 Est. Cost/Share $24.00 Unrealized @ Report Date -0.9%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $313K Shares 4,426 Share Price $70.76 * Est. Cost/Share $23.89 Unrealized @ Report Date -1.3%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value $311K Shares 41,000 Share Price $7.58 Est. Cost/Share $7.79 Unrealized @ Report Date
LII LENNOX INTL INC 0.1%
Value $309K Shares 825 Share Price $374.44 * Est. Cost/Share $275.21 Unrealized @ Report Date +33.3%
GIS GENERAL MLS INC 0.1%
Value $306K Shares 4,786 Share Price $63.99 * Est. Cost/Share $77.49 Unrealized @ Report Date -24.5%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $306K Shares 6,574 Share Price $46.55 Est. Cost/Share $45.49 Unrealized @ Report Date +2.3%
PFE PFIZER INC 0.1%
Value $298K Shares 8,988 Share Price $33.17 * Est. Cost/Share $33.22 Unrealized @ Report Date -13.4%
DLS WISDOMTREE TR 0.1%
Value $297K Shares 5,169 Share Price $57.47 Est. Cost/Share $61.01 Unrealized @ Report Date -5.8%
TOTL SSGA ACTIVE ETF TR 0.1%
Value $294K Shares 7,614 Share Price $38.65 Est. Cost/Share $40.71 Unrealized @ Report Date -5.1%
SUSB ISHARES TR 0.1%
Value $293K Shares 12,314 Share Price $23.77 Est. Cost/Share $24.02 Unrealized @ Report Date -1.0%
OEF ISHARES TR 0.1%
Value $290K Shares 1,447 Share Price $200.64 Est. Cost/Share $194.33 Unrealized @ Report Date +3.2%
IWS ISHARES TR 0.1%
Value $287K Shares 2,754 Share Price $104.35 Est. Cost/Share $105.34 Unrealized @ Report Date -0.9%
DVY ISHARES TR 0.1%
Value $287K Shares 2,663 Share Price $107.64 Est. Cost/Share $113.91 Unrealized @ Report Date -5.5%
EDIV SPDR INDEX SHS FDS 0.1%
Value $286K Shares 9,613 Share Price $29.78 Est. Cost/Share $27.51 Unrealized @ Report Date +8.2%
EFA ISHARES TR 0.1%
Value $283K Shares 4,105 Share Price $68.92 Est. Cost/Share $72.62 Unrealized @ Report Date -5.1%
WPC WP CAREY INC 0.1%
Value $281K Shares 5,187 Share Price $54.08 Est. Cost/Share $67.56 Unrealized @ Report Date
IWB ISHARES TR 0.1%
Value $279K Shares 1,188 Share Price $234.91 Est. Cost/Share $230.29 Unrealized @ Report Date +2.0%
HD HOME DEPOT INC 0.1%
Value $278K Shares 920 Share Price $302.16 * Est. Cost/Share $276.41 Unrealized @ Report Date +3.4%
ISHARES TR 0.1%
Value $268K Shares 11,614 Share Price $23.08 Est. Cost/Share $23.13 Unrealized @ Report Date
MCD MCDONALDS CORP 0.1%
Value $264K Shares 1,003 Share Price $263.36 * Est. Cost/Share $273.09 Unrealized @ Report Date -8.5%
VSGX VANGUARD WORLD FD 0.1%
Value $263K Shares 5,208 Share Price $50.44 Est. Cost/Share $52.99 Unrealized @ Report Date -4.8%
SDY SPDR SER TR 0.1%
Value $258K Shares 2,247 Share Price $115.01 Est. Cost/Share $122.15 Unrealized @ Report Date -5.8%
TDTT FLEXSHARES TR 0.1%
Value $251K Shares 10,834 Share Price $23.19 Est. Cost/Share $23.76 Unrealized @ Report Date -2.4%
T AT&T INC 0.1%
Value $227K Shares 15,092 Share Price $15.02 * Est. Cost/Share $14.79 Unrealized @ Report Date -10.2%
GOOGL ALPHABET INC 0.1%
Value $227K Shares 1,732 Share Price $130.86 Est. Cost/Share $114.24 Unrealized @ Report Date +13.7%
FNDA SCHWAB STRATEGIC TR 0.1%
Value $225K Shares 4,638 Share Price $48.49 * Est. Cost/Share $24.00 Unrealized @ Report Date +1.0%
PSX PHILLIPS 66 0.1%
Value $212K Shares 1,766 Share Price $120.15 * Est. Cost/Share $88.54 Unrealized @ Report Date +25.5%
WMT WALMART INC 0.1%
Value $212K Shares 1,325 Share Price $159.94 * Est. Cost/Share $48.96 Unrealized @ Report Date +6.2%
VFMF VANGUARD WELLINGTON FD 0.1%
Value $211K Shares 2,046 Share Price $103.26 Est. Cost/Share $98.71 Unrealized @ Report Date +4.6%
AMGN AMGEN INC 0.1%
Value $210K Shares 783 Share Price $268.76 * Est. Cost/Share $213.65 Unrealized @ Report Date +17.3%
DLN WISDOMTREE TR 0.1%
Value $209K Shares 3,394 Share Price $61.49 Est. Cost/Share $62.04 Unrealized @ Report Date -0.9%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $208K Shares 4,354 Share Price $47.83 Est. Cost/Share $48.74 Unrealized @ Report Date -1.9%
XEL XCEL ENERGY INC 0.1%
Value $203K Shares 3,551 Share Price $57.22 * Est. Cost/Share $60.77 Unrealized @ Report Date -12.9%
ZTS ZOETIS INC 0.1%
Value $203K Shares 1,166 Share Price $173.98 * Est. Cost/Share $168.11 Unrealized @ Report Date +0.9%
AMZN AMAZON COM INC 0.1%
Value $190K Shares 1,495 Share Price $127.12 Est. Cost/Share $116.83 Unrealized @ Report Date +8.8%
MTUM ISHARES TR 0.1%
Value $188K Shares 1,343 Share Price $139.70 Est. Cost/Share $140.60 Unrealized @ Report Date -0.6%
TGT TARGET CORP 0.1%
Value $187K Shares 1,691 Share Price $110.57 * Est. Cost/Share $134.98 Unrealized @ Report Date -24.6%
IWN ISHARES TR 0.1%
Value $187K Shares 1,376 Share Price $135.55 Est. Cost/Share $135.21 Unrealized @ Report Date +0.2%
SANDSTORM GOLD LTD 0.1%
Value $182K Shares 39,000 Share Price $4.66 Est. Cost/Share $5.12 Unrealized @ Report Date
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $182K Shares 6,960 Share Price $26.11 Est. Cost/Share $27.32 Unrealized @ Report Date -4.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value $181K Shares 2,630 Share Price $68.81 Est. Cost/Share $75.05 Unrealized @ Report Date -8.3%
SOUTHWESTERN ENERGY CO 0.0%
Value $170K Shares 26,400 Share Price $6.45 Est. Cost/Share $6.01 Unrealized @ Report Date
CVS CVS HEALTH CORP 0.0%
Value $167K Shares 2,389 Share Price $69.82 * Est. Cost/Share $64.30 Unrealized @ Report Date -0.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $167K Shares 3,553 Share Price $46.93 Est. Cost/Share $47.01 Unrealized @ Report Date -0.2%
AMP AMERIPRISE FINL INC 0.0%
Value $161K Shares 489 Share Price $329.68 * Est. Cost/Share $296.47 Unrealized @ Report Date +7.9%
XOM EXXON MOBIL CORP 0.0%
Value $157K Shares 1,337 Share Price $117.62 * Est. Cost/Share $99.61 Unrealized @ Report Date +9.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $156K Shares 4,890 Share Price $31.82 Est. Cost/Share $32.71 Unrealized @ Report Date -2.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $155K Shares 674 Share Price $230.31 * Est. Cost/Share $220.06 Unrealized @ Report Date -0.7%
DFIS DIMENSIONAL ETF TRUST 0.0%
Value $151K Shares 6,871 Share Price $21.94 Est. Cost/Share $23.01 Unrealized @ Report Date -4.7%
NKE NIKE INC 0.0%
Value $147K Shares 1,537 Share Price $95.64 * Est. Cost/Share $111.33 Unrealized @ Report Date -17.8%
GOOG ALPHABET INC 0.0%
Value $147K Shares 1,114 Share Price $131.85 Est. Cost/Share $114.89 Unrealized @ Report Date +13.9%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value $147K Shares 35,600 Share Price $4.12 * Est. Cost/Share $3.61 Unrealized @ Report Date +10.6%
RTX RTX CORPORATION 0.0%
Value $146K Shares 2,024 Share Price $71.97 * Est. Cost/Share $92.28 Unrealized @ Report Date -25.7%
BDX BECTON DICKINSON & CO 0.0%
Value $143K Shares 552 Share Price $258.53 * Est. Cost/Share $241.97 Unrealized @ Report Date +2.4%
MO ALTRIA GROUP INC 0.0%
Value $141K Shares 3,345 Share Price $42.05 * Est. Cost/Share $36.57 Unrealized @ Report Date -3.5%
NOBL PROSHARES TR 0.0%
Value $137K Shares 1,542 Share Price $88.55 Est. Cost/Share $92.20 Unrealized @ Report Date -4.0%
EPP ISHARES INC 0.0%
Value $135K Shares 3,396 Share Price $39.78 Est. Cost/Share $43.30 Unrealized @ Report Date -8.1%
IBDT ISHARES TR 0.0%
Value $133K Shares 5,542 Share Price $24.03 Est. Cost/Share $24.75 Unrealized @ Report Date -2.9%
MRK MERCK & CO INC 0.0%
Value $132K Shares 1,282 Share Price $102.95 * Est. Cost/Share $104.24 Unrealized @ Report Date -8.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $130K Shares 929 Share Price $140.30 * Est. Cost/Share $118.05 Unrealized @ Report Date +10.6%
AAXJ ISHARES TR 0.0%
Value $129K Shares 2,025 Share Price $63.50 Est. Cost/Share $66.78 Unrealized @ Report Date -4.9%
WFC WELLS FARGO CO NEW 0.0%
Value $127K Shares 3,108 Share Price $40.86 * Est. Cost/Share $37.64 Unrealized @ Report Date +2.6%
WOOD ISHARES TR 0.0%
Value $127K Shares 1,711 Share Price $74.02 Est. Cost/Share $71.55 Unrealized @ Report Date +3.5%
IYW ISHARES TR 0.0%
Value $126K Shares 1,203 Share Price $104.92 Est. Cost/Share $98.22 Unrealized @ Report Date +6.8%
IJH ISHARES TR 0.0%
Value $118K Shares 472 Share Price $249.35 * Est. Cost/Share $49.70 Unrealized @ Report Date +0.3%
VGT VANGUARD WORLD FDS 0.0%
Value $117K Shares 282 Share Price $414.90 * Est. Cost/Share $50.22 Unrealized @ Report Date +3.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $112K Shares 466 Share Price $240.58 * Est. Cost/Share $203.27 Unrealized @ Report Date +12.6%
AVDV AMERICAN CENTY ETF TR 0.0%
Value $112K Shares 1,935 Share Price $57.85 Est. Cost/Share $58.75 Unrealized @ Report Date -1.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value $110K Shares 855 Share Price $128.74 Est. Cost/Share $131.82 Unrealized @ Report Date -2.3%
IWY ISHARES TR 0.0%
Value $110K Shares 715 Share Price $153.83 Est. Cost/Share $145.85 Unrealized @ Report Date +5.5%
EEM ISHARES TR 0.0%
Value $110K Shares 2,889 Share Price $37.95 Est. Cost/Share $39.33 Unrealized @ Report Date -3.5%
CAT CATERPILLAR INC 0.0%
Value $108K Shares 395 Share Price $273.00 * Est. Cost/Share $213.76 Unrealized @ Report Date +23.2%
DSI ISHARES TR 0.0%
Value $108K Shares 1,324 Share Price $81.41 Est. Cost/Share $79.47 Unrealized @ Report Date +2.4%
IP INTERNATIONAL PAPER CO 0.0%
Value $106K Shares 3,000 Share Price $35.47 * Est. Cost/Share $29.09 Unrealized @ Report Date +10.7%
CVX CHEVRON CORP NEW 0.0%
Value $105K Shares 625 Share Price $168.62 * Est. Cost/Share $143.24 Unrealized @ Report Date +6.7%
KO COCA COLA CO 0.0%
Value $102K Shares 1,819 Share Price $55.98 * Est. Cost/Share $57.36 Unrealized @ Report Date -8.7%
HYG ISHARES TR 0.0%
Value $101K Shares 1,365 Share Price $73.72 Est. Cost/Share $74.63 Unrealized @ Report Date -1.2%
FXI ISHARES TR 0.0%
Value $101K Shares 3,790 Share Price $26.53 Est. Cost/Share $28.05 Unrealized @ Report Date -5.4%
VO VANGUARD INDEX FDS 0.0%
Value $100K Shares 481 Share Price $208.24 * Est. Cost/Share $53.72 Unrealized @ Report Date -3.1%
O REALTY INCOME CORP 0.0%
Value $99,033 Shares 1,983 Share Price $49.94 * Est. Cost/Share $52.57 Unrealized @ Report Date -16.3%
V VISA INC 0.0%
Value $98,790 Shares 430 Share Price $229.74 Est. Cost/Share $224.44 Unrealized @ Report Date +0.8%
MGK VANGUARD WORLD FD 0.0%
Value $97,341 Shares 429 Share Price $226.90 * Est. Cost/Share $43.09 Unrealized @ Report Date +5.3%
OKE ONEOK INC NEW 0.0%
Value $96,414 Shares 1,520 Share Price $63.43 * Est. Cost/Share $57.97 Unrealized @ Report Date 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $92,249 Shares 990 Share Price $93.18 Est. Cost/Share $93.75 Unrealized @ Report Date -0.6%
IBDR ISHARES TR 0.0%
Value $91,987 Shares 3,942 Share Price $23.34 Est. Cost/Share $23.41 Unrealized @ Report Date -0.3%
DGRW WISDOMTREE TR 0.0%
Value $91,426 Shares 1,440 Share Price $63.49 Est. Cost/Share $63.98 Unrealized @ Report Date -0.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value $91,217 Shares 1,033 Share Price $88.30 * Est. Cost/Share $85.15 Unrealized @ Report Date -5.0%
QDEF FLEXSHARES TR 0.0%
Value $90,980 Shares 1,682 Share Price $54.09 Est. Cost/Share $55.90 Unrealized @ Report Date
VFH VANGUARD WORLD FDS 0.0%
Value $88,593 Shares 1,103 Share Price $80.32 Est. Cost/Share $78.49 Unrealized @ Report Date +2.3%
ISTB ISHARES TR 0.0%
Value $86,685 Shares 1,869 Share Price $46.38 Est. Cost/Share $46.99 Unrealized @ Report Date -1.3%
SRE SEMPRA 0.0%
Value $85,582 Shares 1,258 Share Price $68.03 * Est. Cost/Share $67.69 Unrealized @ Report Date -6.4%
UNP UNION PAC CORP 0.0%
Value $85,220 Shares 419 Share Price $203.39 * Est. Cost/Share $189.19 Unrealized @ Report Date +2.3%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $83,006 Shares 2,004 Share Price $41.42 * Est. Cost/Share $20.84 Unrealized @ Report Date -0.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $82,639 Shares 1,029 Share Price $80.31 * Est. Cost/Share $80.64 Unrealized @ Report Date -4.1%
SPTM SPDR SER TR 0.0%
Value $82,410 Shares 1,570 Share Price $52.49 Est. Cost/Share $51.59 Unrealized @ Report Date +1.7%
IQLT ISHARES TR 0.0%
Value $78,648 Shares 2,340 Share Price $33.61 Est. Cost/Share $35.11 Unrealized @ Report Date -4.3%
LOW LOWES COS INC 0.0%
Value $77,733 Shares 374 Share Price $207.84 * Est. Cost/Share $199.28 Unrealized @ Report Date -0.2%
XLI SELECT SECTOR SPDR TR 0.0%
Value $77,455 Shares 764 Share Price $101.38 Est. Cost/Share $100.68 Unrealized @ Report Date +0.7%
TIP ISHARES TR 0.0%
Value $76,961 Shares 742 Share Price $103.72 Est. Cost/Share $108.90 Unrealized @ Report Date -4.8%
AGZD WISDOMTREE TR 0.0%
Value $76,630 Shares 3,458 Share Price $22.16 Est. Cost/Share $21.86 Unrealized @ Report Date +1.4%
IWF ISHARES TR 0.0%
Value $71,880 Shares 270 Share Price $266.22 * Est. Cost/Share $65.05 Unrealized @ Report Date +2.2%
DIS DISNEY WALT CO 0.0%
Value $71,773 Shares 886 Share Price $81.01 * Est. Cost/Share $92.55 Unrealized @ Report Date -14.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value $71,550 Shares 1,500 Share Price $47.70 * Est. Cost/Share $45.45 Unrealized @ Report Date -3.1%
CSCO CISCO SYS INC 0.0%
Value $70,426 Shares 1,310 Share Price $53.76 * Est. Cost/Share $45.51 Unrealized @ Report Date +10.1%
DALI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $67,675 Shares 2,731 Share Price $24.78 Est. Cost/Share $25.75 Unrealized @ Report Date -3.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $67,068 Shares 1,215 Share Price $55.20 * Est. Cost/Share $42.52 Unrealized @ Report Date +26.1%
NFLX NETFLIX INC 0.0%
Value $66,458 Shares 176 Share Price $377.60 * Est. Cost/Share $36.83 Unrealized @ Report Date +2.5%
HYS PIMCO ETF TR 0.0%
Value $66,190 Shares 733 Share Price $90.30 Est. Cost/Share $90.38 Unrealized @ Report Date -0.1%
AMLIF AMERICAN LITHIUM CORP 0.0%
Value $64,064 Shares 44,800 Share Price $1.43 * Est. Cost/Share $2.10 Unrealized @ Report Date -22.4%
INTC INTEL CORP 0.0%
Value $63,813 Shares 1,795 Share Price $35.55 Est. Cost/Share $30.72 Unrealized @ Report Date +13.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $60,478 Shares 1,042 Share Price $58.04 * Est. Cost/Share $58.94 Unrealized @ Report Date -12.6%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $59,573 Shares 1,943 Share Price $30.66 * Est. Cost/Share $27.83 Unrealized @ Report Date +2.9%
AVUV AMERICAN CENTY ETF TR 0.0%
Value $58,619 Shares 752 Share Price $77.95 Est. Cost/Share $79.13 Unrealized @ Report Date -1.5%
DOL WISDOMTREE TR 0.0%
Value $58,440 Shares 1,281 Share Price $45.62 Est. Cost/Share $47.50 Unrealized @ Report Date -4.0%
IWD ISHARES TR 0.0%
Value $58,406 Shares 385 Share Price $151.70 Est. Cost/Share $152.88 Unrealized @ Report Date -0.7%
OXM OXFORD INDS INC 0.0%
Value $57,678 Shares 600 Share Price $96.13 * Est. Cost/Share $101.46 Unrealized @ Report Date 0.0%
NULG NUSHARES ETF TR 0.0%
Value $57,032 Shares 951 Share Price $59.97 Est. Cost/Share $57.15 Unrealized @ Report Date +4.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $54,262 Shares 162 Share Price $334.95 Est. Cost/Share $336.56 Unrealized @ Report Date -0.5%
MDLZ MONDELEZ INTL INC 0.0%
Value $54,203 Shares 781 Share Price $69.40 * Est. Cost/Share $68.54 Unrealized @ Report Date -5.0%
COST COSTCO WHSL CORP NEW 0.0%
Value $53,954 Shares 96 Share Price $562.02 * Est. Cost/Share $487.14 Unrealized @ Report Date +11.9%
GLD SPDR GOLD TR 0.0%
Value $53,664 Shares 313 Share Price $171.45 Est. Cost/Share $183.75 Unrealized @ Report Date -6.7%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $53,287 Shares 1,002 Share Price $53.18 Est. Cost/Share $53.46 Unrealized @ Report Date -0.5%
SLV ISHARES SILVER TR 0.0%
Value $52,213 Shares 2,567 Share Price $20.34 Est. Cost/Share $22.23 Unrealized @ Report Date -8.5%
AVLV AMERICAN CENTY ETF TR 0.0%
Value $49,151 Shares 933 Share Price $52.68 Est. Cost/Share $54.19 Unrealized @ Report Date -2.8%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $48,400 Shares 1,000 Share Price $48.40 Est. Cost/Share $42.10 Unrealized @ Report Date +15.0%
SPEM SPDR INDEX SHS FDS 0.0%
Value $48,341 Shares 1,440 Share Price $33.57 Est. Cost/Share $34.19 Unrealized @ Report Date -1.8%
WEC WEC ENERGY GROUP INC 0.0%
Value $46,558 Shares 578 Share Price $80.55 * Est. Cost/Share $84.06 Unrealized @ Report Date -11.7%
DEM WISDOMTREE TR 0.0%
Value $45,747 Shares 1,221 Share Price $37.47 Est. Cost/Share $38.44 Unrealized @ Report Date -2.5%
GOVT ISHARES TR 0.0%
Value $44,213 Shares 2,006 Share Price $22.04 Est. Cost/Share $23.19 Unrealized @ Report Date -5.0%
ABT ABBOTT LABS 0.0%
Value $43,292 Shares 447 Share Price $96.85 * Est. Cost/Share $101.46 Unrealized @ Report Date -8.7%
XT ISHARES TR 0.0%
Value $42,656 Shares 817 Share Price $52.21 Est. Cost/Share $52.71 Unrealized @ Report Date -0.9%
TLTE FLEXSHARES TR 0.0%
Value $42,339 Shares 883 Share Price $47.95 Est. Cost/Share $48.63 Unrealized @ Report Date -1.4%
ICLN ISHARES TR 0.0%
Value $42,077 Shares 2,878 Share Price $14.62 Est. Cost/Share $18.80 Unrealized @ Report Date -22.2%
HRB BLOCK H & R INC 0.0%
Value $41,640 Shares 967 Share Price $43.06 * Est. Cost/Share $29.86 Unrealized @ Report Date +35.3%
ASML ASML HOLDING N V 0.0%
Value $40,618 Shares 69 Share Price $588.67 Est. Cost/Share $679.87 Unrealized @ Report Date -13.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value $40,501 Shares 1,221 Share Price $33.17 Est. Cost/Share $32.64 Unrealized @ Report Date +1.6%
DRIV GLOBAL X FDS 0.0%
Value $39,581 Shares 1,685 Share Price $23.49 Est. Cost/Share $23.68 Unrealized @ Report Date -0.8%
ORCL ORACLE CORP 0.0%
Value $38,979 Shares 368 Share Price $105.92 * Est. Cost/Share $100.39 Unrealized @ Report Date +2.8%
BA BOEING CO 0.0%
Value $38,912 Shares 203 Share Price $191.68 Est. Cost/Share $207.72 Unrealized @ Report Date -7.7%
AIVI WISDOMTREE TR 0.0%
Value $38,766 Shares 1,032 Share Price $37.56 Est. Cost/Share $39.00 Unrealized @ Report Date
CMCSA COMCAST CORP NEW 0.0%
Value $37,823 Shares 853 Share Price $44.34 * Est. Cost/Share $38.31 Unrealized @ Report Date +7.6%
KR KROGER CO 0.0%
Value $36,830 Shares 823 Share Price $44.75 * Est. Cost/Share $45.00 Unrealized @ Report Date -5.4%
VXF VANGUARD INDEX FDS 0.0%
Value $35,976 Shares 251 Share Price $143.33 Est. Cost/Share $140.25 Unrealized @ Report Date +2.2%
SPDW SPDR INDEX SHS FDS 0.0%
Value $34,670 Shares 1,118 Share Price $31.01 Est. Cost/Share $32.64 Unrealized @ Report Date -5.0%
OTTR OTTER TAIL CORP 0.0%
Value $34,468 Shares 454 Share Price $75.92 * Est. Cost/Share $70.21 Unrealized @ Report Date +1.8%
CI THE CIGNA GROUP 0.0%
Value $32,899 Shares 115 Share Price $286.08 * Est. Cost/Share $257.67 Unrealized @ Report Date +6.5%
IVE ISHARES TR 0.0%
Value $32,615 Shares 212 Share Price $153.84 Est. Cost/Share $153.85 Unrealized @ Report Date -0.0%
D DOMINION ENERGY INC 0.0%
Value $31,716 Shares 710 Share Price $44.67 * Est. Cost/Share $47.58 Unrealized @ Report Date -16.0%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value $31,460 Shares 1,268 Share Price $24.81 Est. Cost/Share $24.55 Unrealized @ Report Date +1.1%
SAP SAP SE 0.0%
Value $31,167 Shares 241 Share Price $129.32 Est. Cost/Share $132.24 Unrealized @ Report Date -2.2%
WM WASTE MGMT INC DEL 0.0%
Value $31,132 Shares 204 Share Price $152.61 * Est. Cost/Share $158.75 Unrealized @ Report Date -7.1%
ET ENERGY TRANSFER L P 0.0%
Value $31,021 Shares 2,211 Share Price $14.03 Est. Cost/Share $12.70 Unrealized @ Report Date
SNPS SYNOPSYS INC 0.0%
Value $30,981 Shares 68 Share Price $455.60 Est. Cost/Share $402.78 Unrealized @ Report Date +13.9%
ITM VANECK ETF TRUST 0.0%
Value $30,826 Shares 699 Share Price $44.10 Est. Cost/Share $46.07 Unrealized @ Report Date
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $30,149 Shares 571 Share Price $52.80 Est. Cost/Share $52.25 Unrealized @ Report Date +1.0%
EWX SPDR INDEX SHS FDS 0.0%
Value $30,003 Shares 561 Share Price $53.48 Est. Cost/Share $51.56 Unrealized @ Report Date +3.7%
AMAT APPLIED MATLS INC 0.0%
Value $29,461 Shares 213 Share Price $138.31 Est. Cost/Share $122.26 Unrealized @ Report Date +11.0%
CLX CLOROX CO DEL 0.0%
Value $29,227 Shares 223 Share Price $131.06 * Est. Cost/Share $147.59 Unrealized @ Report Date -18.0%
NULC NUSHARES ETF TR 0.0%
Value $29,060 Shares 825 Share Price $35.22 Est. Cost/Share $34.42 Unrealized @ Report Date +2.3%
FDX FEDEX CORP 0.0%
Value $28,877 Shares 109 Share Price $264.93 * Est. Cost/Share $216.04 Unrealized @ Report Date +16.8%
EMXC ISHARES INC 0.0%
Value $28,703 Shares 576 Share Price $49.83 Est. Cost/Share $50.69 Unrealized @ Report Date -1.7%
HYZD WISDOMTREE TR 0.0%
Value $28,597 Shares 1,354 Share Price $21.12 Est. Cost/Share $21.02 Unrealized @ Report Date
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $28,359 Shares 875 Share Price $32.41 * Est. Cost/Share $31.20 Unrealized @ Report Date -10.8%
F FORD MTR CO DEL 0.0%
Value $28,157 Shares 2,267 Share Price $12.42 * Est. Cost/Share $10.69 Unrealized @ Report Date -0.5%
DVYE ISHARES INC 0.0%
Value $27,989 Shares 1,175 Share Price $23.82 Est. Cost/Share $24.78 Unrealized @ Report Date -3.9%
QHY WISDOMTREE TR 0.0%
Value $26,951 Shares 624 Share Price $43.19 Est. Cost/Share $44.09 Unrealized @ Report Date -2.0%
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value $26,568 Shares 340 Share Price $78.14 Est. Cost/Share $79.64 Unrealized @ Report Date -1.9%
IDU ISHARES TR 0.0%
Value $26,195 Shares 356 Share Price $73.58 Est. Cost/Share $83.25 Unrealized @ Report Date -11.6%
ADBE ADOBE INC 0.0%
Value $26,005 Shares 51 Share Price $509.90 Est. Cost/Share $402.84 Unrealized @ Report Date +26.6%
VTRS VIATRIS INC 0.0%
Value $25,640 Shares 2,600 Share Price $9.86 * Est. Cost/Share $8.47 Unrealized @ Report Date +5.1%
ABBV ABBVIE INC 0.0%
Value $25,043 Shares 168 Share Price $149.07 * Est. Cost/Share $133.70 Unrealized @ Report Date +2.9%
PM PHILIP MORRIS INTL INC 0.0%
Value $24,905 Shares 269 Share Price $92.58 * Est. Cost/Share $84.48 Unrealized @ Report Date -0.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $24,549 Shares 129 Share Price $190.30 * Est. Cost/Share $174.83 Unrealized @ Report Date +4.7%
AVRE AMERICAN CENTY ETF TR 0.0%
Value $23,407 Shares 623 Share Price $37.57 Est. Cost/Share $41.03 Unrealized @ Report Date -8.4%
VDC VANGUARD WORLD FDS 0.0%
Value $22,834 Shares 125 Share Price $182.67 Est. Cost/Share $195.38 Unrealized @ Report Date -6.5%
AZN ASTRAZENECA PLC 0.0%
Value $22,619 Shares 334 Share Price $67.72 Est. Cost/Share $71.57 Unrealized @ Report Date
PH PARKER-HANNIFIN CORP 0.0%
Value $21,814 Shares 56 Share Price $389.54 * Est. Cost/Share $328.44 Unrealized @ Report Date +15.8%
CRM SALESFORCE INC 0.0%
Value $21,292 Shares 105 Share Price $202.78 Est. Cost/Share $201.68 Unrealized @ Report Date -0.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $20,549 Shares 45 Share Price $456.64 Est. Cost/Share $455.29 Unrealized @ Report Date +0.3%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $20,515 Shares 270 Share Price $75.98 Est. Cost/Share $78.76 Unrealized @ Report Date -3.5%
WELL WELLTOWER INC 0.0%
Value $20,480 Shares 250 Share Price $81.92 * Est. Cost/Share $72.65 Unrealized @ Report Date +7.5%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value $20,471 Shares 713 Share Price $28.71 Est. Cost/Share $30.45 Unrealized @ Report Date -5.7%
EQT EQT CORP 0.0%
Value $20,290 Shares 500 Share Price $40.58 * Est. Cost/Share $34.01 Unrealized @ Report Date +15.4%
IYH ISHARES TR 0.0%
Value $20,256 Shares 75 Share Price $270.08 * Est. Cost/Share $55.57 Unrealized @ Report Date -2.8%
SHYG ISHARES TR 0.0%
Value $20,023 Shares 488 Share Price $41.03 Est. Cost/Share $41.45 Unrealized @ Report Date
FCX FREEPORT-MCMORAN INC 0.0%
Value $19,913 Shares 534 Share Price $37.29 * Est. Cost/Share $36.76 Unrealized @ Report Date -1.7%
HOG HARLEY DAVIDSON INC 0.0%
Value $19,836 Shares 600 Share Price $33.06 Est. Cost/Share $34.92 Unrealized @ Report Date -5.3%
GSK GSK PLC 0.0%
Value $19,648 Shares 542 Share Price $36.25 Est. Cost/Share $35.87 Unrealized @ Report Date +1.1%
DD DUPONT DE NEMOURS INC 0.0%
Value $19,207 Shares 258 Share Price $74.45 * Est. Cost/Share $27.17 Unrealized @ Report Date +9.7%
NVDA NVIDIA CORPORATION 0.0%
Value $18,705 Shares 43 Share Price $435.00 * Est. Cost/Share $33.17 Unrealized @ Report Date +31.0%
AEE AMEREN CORP 0.0%
Value $18,409 Shares 246 Share Price $74.83 * Est. Cost/Share $78.68 Unrealized @ Report Date -11.4%
IVT INVENTRUST PPTYS CORP 0.0%
Value $17,953 Shares 754 Share Price $23.81 Est. Cost/Share $23.14 Unrealized @ Report Date
DFIC DIMENSIONAL ETF TRUST 0.0%
Value $17,840 Shares 764 Share Price $23.35 Est. Cost/Share $24.32 Unrealized @ Report Date -4.0%
IWX ISHARES TR 0.0%
Value $17,454 Shares 267 Share Price $65.37 Est. Cost/Share $65.75 Unrealized @ Report Date -0.6%
DIV GLOBAL X FDS 0.0%
Value $17,232 Shares 1,064 Share Price $16.20 Est. Cost/Share $16.78 Unrealized @ Report Date -3.5%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $16,388 Shares 277 Share Price $59.16 Est. Cost/Share $62.27 Unrealized @ Report Date
MOAT VANECK ETF TRUST 0.0%
Value $15,851 Shares 209 Share Price $75.84 Est. Cost/Share $75.27 Unrealized @ Report Date +0.8%
COP CONOCOPHILLIPS 0.0%
Value $15,694 Shares 131 Share Price $119.80 * Est. Cost/Share $105.53 Unrealized @ Report Date +6.2%
PRU PRUDENTIAL FINL INC 0.0%
Value $15,183 Shares 160 Share Price $94.89 * Est. Cost/Share $73.47 Unrealized @ Report Date +15.9%
KRE SPDR SER TR 0.0%
Value $15,038 Shares 360 Share Price $41.77 Est. Cost/Share $41.03 Unrealized @ Report Date +1.8%
HWKN HAWKINS INC 0.0%
Value $15,007 Shares 255 Share Price $58.85 * Est. Cost/Share $45.10 Unrealized @ Report Date +20.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value $14,986 Shares 124 Share Price $120.85 * Est. Cost/Share $125.76 Unrealized @ Report Date -11.8%
ETN EATON CORP PLC 0.0%
Value $14,504 Shares 68 Share Price $213.29 * Est. Cost/Share $184.81 Unrealized @ Report Date +12.4%
HON HONEYWELL INTL INC 0.0%
Value $14,133 Shares 77 Share Price $183.55 * Est. Cost/Share $174.63 Unrealized @ Report Date -5.0%
UNM UNUM GROUP 0.0%
Value $13,970 Shares 284 Share Price $49.19 Est. Cost/Share $43.63 Unrealized @ Report Date +12.7%
DOW DOW INC 0.0%
Value $13,870 Shares 269 Share Price $51.56 * Est. Cost/Share $45.25 Unrealized @ Report Date -0.9%
INVESCO CALIF VALUE MUN INCO 0.0%
Value $13,699 Shares 1,625 Share Price $8.43 Est. Cost/Share $9.58 Unrealized @ Report Date
MDYV SPDR SER TR 0.0%
Value $13,556 Shares 209 Share Price $64.86 Est. Cost/Share $65.35 Unrealized @ Report Date -0.7%
QCOM QUALCOMM INC 0.0%
Value $13,412 Shares 121 Share Price $110.84 * Est. Cost/Share $108.32 Unrealized @ Report Date -2.3%
META META PLATFORMS INC 0.0%
Value $13,360 Shares 45 Share Price $296.89 Est. Cost/Share $245.05 Unrealized @ Report Date +21.7%
TXN TEXAS INSTRS INC 0.0%
Value $13,278 Shares 84 Share Price $158.07 * Est. Cost/Share $158.95 Unrealized @ Report Date -6.6%
ALRS ALERUS FINL CORP 0.0%
Value $13,272 Shares 730 Share Price $18.18 * Est. Cost/Share $14.58 Unrealized @ Report Date +14.3%
EMB ISHARES TR 0.0%
Value $13,064 Shares 158 Share Price $82.68 Est. Cost/Share $85.36 Unrealized @ Report Date -3.3%
ECL ECOLAB INC 0.0%
Value $13,044 Shares 77 Share Price $169.40 * Est. Cost/Share $167.31 Unrealized @ Report Date -1.0%
SNY SANOFI 0.0%
Value $12,981 Shares 242 Share Price $53.64 Est. Cost/Share $53.81 Unrealized @ Report Date -0.3%
ADI ANALOG DEVICES INC 0.0%
Value $12,957 Shares 74 Share Price $175.09 * Est. Cost/Share $176.89 Unrealized @ Report Date -4.7%
CTVA CORTEVA INC 0.0%
Value $12,842 Shares 251 Share Price $51.16 * Est. Cost/Share $56.63 Unrealized @ Report Date -11.9%
AZO AUTOZONE INC 0.0%
Value $12,700 Shares 5 Share Price $2540.00 Est. Cost/Share $2550.38 Unrealized @ Report Date -0.4%
TSLA TESLA INC 0.0%
Value $12,261 Shares 49 Share Price $250.22 Est. Cost/Share $199.96 Unrealized @ Report Date +25.1%
PGR PROGRESSIVE CORP 0.0%
Value $12,259 Shares 88 Share Price $139.31 * Est. Cost/Share $120.98 Unrealized @ Report Date +5.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value $12,131 Shares 40 Share Price $303.27 * Est. Cost/Share $295.11 Unrealized @ Report Date +0.6%
SDG ISHARES TR 0.0%
Value $11,998 Shares 161 Share Price $74.52 Est. Cost/Share $79.39 Unrealized @ Report Date -6.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value $11,988 Shares 47 Share Price $255.06 Est. Cost/Share $242.38 Unrealized @ Report Date +3.2%
MCHI ISHARES TR 0.0%
Value $11,905 Shares 275 Share Price $43.29 Est. Cost/Share $46.78 Unrealized @ Report Date -7.5%
SLVM SYLVAMO CORP 0.0%
Value $11,864 Shares 270 Share Price $43.94 * Est. Cost/Share $39.67 Unrealized @ Report Date +0.2%
SBUX STARBUCKS CORP 0.0%
Value $11,546 Shares 127 Share Price $90.91 * Est. Cost/Share $97.26 Unrealized @ Report Date -11.4%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $11,386 Shares 221 Share Price $51.52 Est. Cost/Share $48.35 Unrealized @ Report Date +6.5%
COWZ PACER FDS TR 0.0%
Value $11,369 Shares 230 Share Price $49.43 Est. Cost/Share $46.75 Unrealized @ Report Date +5.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $11,005 Shares 25 Share Price $440.20 * Est. Cost/Share $426.55 Unrealized @ Report Date -0.6%
AON AON PLC 0.0%
Value $10,700 Shares 33 Share Price $324.24 Est. Cost/Share $325.28 Unrealized @ Report Date -1.9%
SPYV SPDR SER TR 0.0%
Value $10,687 Shares 259 Share Price $41.26 Est. Cost/Share $41.30 Unrealized @ Report Date -0.1%
STRA STRATEGIC ED INC 0.0%
Value $10,234 Shares 136 Share Price $75.25 * Est. Cost/Share $76.03 Unrealized @ Report Date -6.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $10,196 Shares 62 Share Price $164.45 * Est. Cost/Share $178.08 Unrealized @ Report Date -15.2%
MCK MCKESSON CORP 0.0%
Value $10,002 Shares 23 Share Price $434.87 Est. Cost/Share $416.71 Unrealized @ Report Date +3.3%
JKHY HENRY JACK & ASSOC INC 0.0%
Value $9,976 Shares 66 Share Price $151.15 * Est. Cost/Share $150.31 Unrealized @ Report Date +4.0%
CB CHUBB LIMITED 0.0%
Value $9,785 Shares 47 Share Price $208.19 * Est. Cost/Share $195.47 Unrealized @ Report Date +4.0%
GE GENERAL ELECTRIC CO 0.0%
Value $9,508 Shares 86 Share Price $110.56 * Est. Cost/Share $79.83 Unrealized @ Report Date +9.1%
HUM HUMANA INC 0.0%
Value $9,244 Shares 19 Share Price $486.53 * Est. Cost/Share $488.15 Unrealized @ Report Date -3.0%
APPN APPIAN CORP 0.0%
Value $9,122 Shares 200 Share Price $45.61 * Est. Cost/Share $42.14 Unrealized @ Report Date +13.7%
EWJ ISHARES INC 0.0%
Value $8,682 Shares 144 Share Price $60.29 Est. Cost/Share $60.25 Unrealized @ Report Date +0.1%
SLYG SPDR SER TR 0.0%
Value $8,646 Shares 118 Share Price $73.27 Est. Cost/Share $73.11 Unrealized @ Report Date +0.2%
SCZ ISHARES TR 0.0%
Value $8,640 Shares 153 Share Price $56.47 Est. Cost/Share $59.81 Unrealized @ Report Date -5.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $8,605 Shares 17 Share Price $506.18 Est. Cost/Share $531.52 Unrealized @ Report Date -5.4%
CC CHEMOURS CO 0.0%
Value $8,528 Shares 304 Share Price $28.05 * Est. Cost/Share $27.54 Unrealized @ Report Date -7.1%
EOG EOG RES INC 0.0%
Value $8,493 Shares 67 Share Price $126.76 * Est. Cost/Share $104.44 Unrealized @ Report Date +11.9%
WISDOMTREE TR 0.0%
Value $8,357 Shares 286 Share Price $29.22 Est. Cost/Share $34.84 Unrealized @ Report Date
ESML ISHARES TR 0.0%
Value $8,346 Shares 248 Share Price $33.65 Est. Cost/Share $33.85 Unrealized @ Report Date -0.6%
SLYV SPDR SER TR 0.0%
Value $8,323 Shares 115 Share Price $72.37 Est. Cost/Share $74.38 Unrealized @ Report Date -2.7%
FNDE SCHWAB STRATEGIC TR 0.0%
Value $8,286 Shares 316 Share Price $26.22 Est. Cost/Share $26.54 Unrealized @ Report Date -1.2%
ELV ELEVANCE HEALTH INC 0.0%
Value $8,273 Shares 19 Share Price $435.42 * Est. Cost/Share $442.65 Unrealized @ Report Date -5.1%
MAR MARRIOTT INTL INC NEW 0.0%
Value $8,256 Shares 42 Share Price $196.57 * Est. Cost/Share $182.70 Unrealized @ Report Date +5.2%
MDYG SPDR SER TR 0.0%
Value $8,090 Shares 117 Share Price $69.15 Est. Cost/Share $68.31 Unrealized @ Report Date +1.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $8,090 Shares 25 Share Price $323.60 * Est. Cost/Share $307.90 Unrealized @ Report Date -0.3%
AME AMETEK INC 0.0%
Value $7,832 Shares 53 Share Price $147.77 Est. Cost/Share $143.53 Unrealized @ Report Date +1.5%
SO SOUTHERN CO 0.0%
Value $7,832 Shares 121 Share Price $64.73 * Est. Cost/Share $63.78 Unrealized @ Report Date -6.2%
VHT VANGUARD WORLD FDS 0.0%
Value $7,524 Shares 32 Share Price $235.13 Est. Cost/Share $243.28 Unrealized @ Report Date -3.4%
MET METLIFE INC 0.0%
Value $7,487 Shares 119 Share Price $62.92 * Est. Cost/Share $51.22 Unrealized @ Report Date +14.8%
SUSL ISHARES TR 0.0%
Value $7,391 Shares 98 Share Price $75.42 Est. Cost/Share $73.01 Unrealized @ Report Date +3.3%
IEX IDEX CORP 0.0%
Value $7,281 Shares 35 Share Price $208.03 * Est. Cost/Share $202.74 Unrealized @ Report Date -0.5%
PIPR PIPER SANDLER COMPANIES 0.0%
Value $7,266 Shares 50 Share Price $145.32 Est. Cost/Share $132.07 Unrealized @ Report Date +9.4%
JOUT JOHNSON OUTDOORS INC 0.0%
Value $7,239 Shares 132 Share Price $54.84 Est. Cost/Share $59.77 Unrealized @ Report Date -8.5%
APH AMPHENOL CORP NEW 0.0%
Value $7,224 Shares 86 Share Price $84.00 * Est. Cost/Share $37.96 Unrealized @ Report Date +8.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value $7,174 Shares 265 Share Price $27.07 * Est. Cost/Share $29.51 Unrealized @ Report Date -12.8%
ARW ARROW ELECTRS INC 0.0%
Value $7,139 Shares 57 Share Price $125.25 * Est. Cost/Share $124.47 Unrealized @ Report Date +7.1%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $7,129 Shares 19 Share Price $375.21 Est. Cost/Share $354.80 Unrealized @ Report Date +5.1%
HEI HEICO CORP NEW 0.0%
Value $7,125 Shares 44 Share Price $161.93 Est. Cost/Share $168.55 Unrealized @ Report Date -3.9%
ACWI ISHARES TR 0.0%
Value $7,113 Shares 77 Share Price $92.38 Est. Cost/Share $92.80 Unrealized @ Report Date -0.5%
FAST FASTENAL CO 0.0%
Value $7,049 Shares 129 Share Price $54.64 * Est. Cost/Share $25.68 Unrealized @ Report Date +0.6%
BBY BEST BUY INC 0.0%
Value $6,951 Shares 100 Share Price $69.51 * Est. Cost/Share $65.62 Unrealized @ Report Date -4.9%
ANSYS INC 0.0%
Value $6,844 Shares 23 Share Price $297.57 Est. Cost/Share $330.29 Unrealized @ Report Date
GLOB GLOBANT S A 0.0%
Value $6,727 Shares 34 Share Price $197.85 Est. Cost/Share $164.07 Unrealized @ Report Date +20.6%
KHC KRAFT HEINZ CO 0.0%
Value $6,645 Shares 198 Share Price $33.56 * Est. Cost/Share $33.55 Unrealized @ Report Date -10.8%
FIVE FIVE BELOW INC 0.0%
Value $6,597 Shares 41 Share Price $160.90 Est. Cost/Share $195.49 Unrealized @ Report Date -17.7%
TYL TYLER TECHNOLOGIES INC 0.0%
Value $6,565 Shares 17 Share Price $386.18 Est. Cost/Share $385.06 Unrealized @ Report Date +0.3%
CSGP COSTAR GROUP INC 0.0%
Value $6,536 Shares 85 Share Price $76.89 Est. Cost/Share $77.21 Unrealized @ Report Date -0.4%
VLUE ISHARES TR 0.0%
Value $6,351 Shares 70 Share Price $90.73 Est. Cost/Share $91.07 Unrealized @ Report Date -0.4%
SSYS STRATASYS LTD 0.0%
Value $6,302 Shares 463 Share Price $13.61 Est. Cost/Share $15.66 Unrealized @ Report Date -13.1%
EFX EQUIFAX INC 0.0%
Value $6,229 Shares 34 Share Price $183.21 Est. Cost/Share $206.59 Unrealized @ Report Date -12.7%
ESGD ISHARES TR 0.0%
Value $6,153 Shares 89 Share Price $69.13 Est. Cost/Share $72.95 Unrealized @ Report Date -5.2%
AVUS AMERICAN CENTY ETF TR 0.0%
Value $5,935 Shares 81 Share Price $73.27 Est. Cost/Share $71.56 Unrealized @ Report Date +2.4%
BAC BANK AMERICA CORP 0.0%
Value $5,915 Shares 216 Share Price $27.38 * Est. Cost/Share $26.62 Unrealized @ Report Date -2.7%
HPQ HP INC 0.0%
Value $5,834 Shares 227 Share Price $25.70 * Est. Cost/Share $27.12 Unrealized @ Report Date -13.0%
RBA RB GLOBAL INC 0.0%
Value $5,750 Shares 92 Share Price $62.50 Est. Cost/Share $56.38 Unrealized @ Report Date +10.8%
PIONEER NAT RES CO 0.0%
Value $5,739 Shares 25 Share Price $229.56 Est. Cost/Share $229.56 Unrealized @ Report Date
HLN HALEON PLC 0.0%
Value $5,632 Shares 676 Share Price $8.33 Est. Cost/Share $8.53 Unrealized @ Report Date -2.4%
LOPE GRAND CANYON ED INC 0.0%
Value $5,611 Shares 48 Share Price $116.90 Est. Cost/Share $109.88 Unrealized @ Report Date +6.4%
NDAQ NASDAQ INC 0.0%
Value $5,540 Shares 114 Share Price $48.60 * Est. Cost/Share $48.99 Unrealized @ Report Date -3.8%
KLAC KLA CORP 0.0%
Value $5,504 Shares 12 Share Price $458.67 Est. Cost/Share $459.18 Unrealized @ Report Date -2.1%
SPAB SPDR SER TR 0.0%
Value $5,428 Shares 223 Share Price $24.34 Est. Cost/Share $25.58 Unrealized @ Report Date -4.8%
WK WORKIVA INC 0.0%
Value $5,372 Shares 53 Share Price $101.36 * Est. Cost/Share $96.15 Unrealized @ Report Date +8.1%
LIT GLOBAL X FDS 0.0%
Value $5,242 Shares 95 Share Price $55.18 Est. Cost/Share $62.14 Unrealized @ Report Date -11.2%
COR CENCORA INC 0.0%
Value $5,220 Shares 29 Share Price $180.00 Est. Cost/Share $169.11 Unrealized @ Report Date +4.4%
CMS CMS ENERGY CORP 0.0%
Value $5,152 Shares 97 Share Price $53.11 * Est. Cost/Share $55.52 Unrealized @ Report Date -11.0%
TKR TIMKEN CO 0.0%
Value $4,998 Shares 68 Share Price $73.50 Est. Cost/Share $78.85 Unrealized @ Report Date -6.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $4,930 Shares 50 Share Price $98.60 * Est. Cost/Share $96.72 Unrealized @ Report Date -5.6%
PCTY PAYLOCITY HLDG CORP 0.0%
Value $4,906 Shares 27 Share Price $181.70 Est. Cost/Share $183.04 Unrealized @ Report Date -0.7%
ACTIVISION BLIZZARD INC 0.0%
Value $4,869 Shares 52 Share Price $93.63 Est. Cost/Share $84.30 Unrealized @ Report Date
SCHH SCHWAB STRATEGIC TR 0.0%
Value $4,828 Shares 272 Share Price $17.75 Est. Cost/Share $19.17 Unrealized @ Report Date -7.4%
PYPL PAYPAL HLDGS INC 0.0%
Value $4,794 Shares 82 Share Price $58.46 Est. Cost/Share $68.02 Unrealized @ Report Date -14.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value $4,788 Shares 87 Share Price $55.03 * Est. Cost/Share $50.45 Unrealized @ Report Date +5.5%
VRSK VERISK ANALYTICS INC 0.0%
Value $4,725 Shares 20 Share Price $236.25 Est. Cost/Share $206.53 Unrealized @ Report Date +12.8%
ROL ROLLINS INC 0.0%
Value $4,629 Shares 124 Share Price $37.33 * Est. Cost/Share $39.30 Unrealized @ Report Date -7.8%
WRB BERKLEY W R CORP 0.0%
Value $4,572 Shares 72 Share Price $63.50 * Est. Cost/Share $36.64 Unrealized @ Report Date +8.9%
EXPE EXPEDIA GROUP INC 0.0%
Value $4,536 Shares 44 Share Price $103.09 Est. Cost/Share $97.23 Unrealized @ Report Date +5.2%
IWO ISHARES TR 0.0%
Value $4,483 Shares 20 Share Price $224.15 Est. Cost/Share $229.29 Unrealized @ Report Date -2.2%
NUSA NUSHARES ETF TR 0.0%
Value $4,463 Shares 197 Share Price $22.65 Est. Cost/Share $22.98 Unrealized @ Report Date -1.5%
LAM RESEARCH CORP 0.0%
Value $4,388 Shares 7 Share Price $626.86 Est. Cost/Share $643.00 Unrealized @ Report Date
TECH BIO-TECHNE CORP 0.0%
Value $4,357 Shares 64 Share Price $68.08 Est. Cost/Share $79.36 Unrealized @ Report Date -15.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $4,288 Shares 57 Share Price $75.23 * Est. Cost/Share $79.95 Unrealized @ Report Date -13.6%
LIN LINDE PLC 0.0%
Value $4,283 Shares 12 Share Price $356.92 Est. Cost/Share $352.90 Unrealized @ Report Date +2.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value $4,273 Shares 17 Share Price $251.35 * Est. Cost/Share $222.70 Unrealized @ Report Date +7.9%
TILT FLEXSHARES TR 0.0%
Value $4,235 Shares 26 Share Price $162.88 Est. Cost/Share $159.30 Unrealized @ Report Date +2.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $4,209 Shares 27 Share Price $155.89 * Est. Cost/Share $154.55 Unrealized @ Report Date -11.0%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $4,194 Shares 252 Share Price $16.64 Est. Cost/Share $16.81 Unrealized @ Report Date
ABRDN GLOBAL INCOME FUND INC 0.0%
Value $4,186 Shares 700 Share Price $5.98 Est. Cost/Share $5.96 Unrealized @ Report Date
SIRIUS XM HOLDINGS INC 0.0%
Value $4,159 Shares 920 Share Price $4.52 Est. Cost/Share $4.53 Unrealized @ Report Date
A AGILENT TECHNOLOGIES INC 0.0%
Value $4,138 Shares 37 Share Price $111.84 Est. Cost/Share $125.05 Unrealized @ Report Date -12.1%
CPB CAMPBELL SOUP CO 0.0%
Value $4,108 Shares 100 Share Price $41.08 * Est. Cost/Share $46.94 Unrealized @ Report Date -19.7%
MOO VANECK ETF TRUST 0.0%
Value $4,093 Shares 52 Share Price $78.71 Est. Cost/Share $82.88 Unrealized @ Report Date -5.0%
SNA SNAP ON INC 0.0%
Value $4,081 Shares 16 Share Price $255.06 * Est. Cost/Share $241.63 Unrealized @ Report Date -0.6%
RWO SPDR INDEX SHS FDS 0.0%
Value $4,050 Shares 106 Share Price $38.21 Est. Cost/Share $40.91 Unrealized @ Report Date -6.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $4,000 Shares 12 Share Price $333.33 * Est. Cost/Share $336.94 Unrealized @ Report Date +3.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $3,943 Shares 227 Share Price $17.37 * Est. Cost/Share $14.20 Unrealized @ Report Date +15.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value $3,933 Shares 38 Share Price $103.50 * Est. Cost/Share $96.42 Unrealized @ Report Date -2.3%
PAYC PAYCOM SOFTWARE INC 0.0%
Value $3,890 Shares 15 Share Price $259.33 Est. Cost/Share $289.15 Unrealized @ Report Date -11.9%
NATIONAL INSTRS CORP 0.0%
Value $3,876 Shares 65 Share Price $59.63 Est. Cost/Share $57.40 Unrealized @ Report Date
ALRM ALARM COM HLDGS INC 0.0%
Value $3,852 Shares 63 Share Price $61.14 * Est. Cost/Share $49.20 Unrealized @ Report Date +14.9%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $3,824 Shares 66 Share Price $57.94 Est. Cost/Share $62.13 Unrealized @ Report Date -6.8%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value $3,780 Shares 215 Share Price $17.58 * Est. Cost/Share $12.17 Unrealized @ Report Date +34.7%
WSO WATSCO INC 0.0%
Value $3,778 Shares 10 Share Price $377.80 Est. Cost/Share $339.09 Unrealized @ Report Date +11.4%
AVGO BROADCOM INC 0.0%
Value $3,738 Shares 5 Share Price $747.60 * Est. Cost/Share $68.73 Unrealized @ Report Date +17.6%
BALL BALL CORP 0.0%
Value $3,684 Shares 74 Share Price $49.78 * Est. Cost/Share $52.22 Unrealized @ Report Date -7.6%
RBLX ROBLOX CORP 0.0%
Value $3,620 Shares 125 Share Price $28.96 Est. Cost/Share $40.14 Unrealized @ Report Date -27.8%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value $3,600 Shares 40 Share Price $90.00 Est. Cost/Share $76.54 Unrealized @ Report Date +17.6%
AMEDISYS INC 0.0%
Value $3,550 Shares 38 Share Price $93.42 Est. Cost/Share $91.45 Unrealized @ Report Date
SPGI S&P GLOBAL INC 0.0%
Value $3,472 Shares 10 Share Price $347.20 * Est. Cost/Share $357.76 Unrealized @ Report Date +0.4%
NOK NOKIA CORP 0.0%
Value $3,438 Shares 919 Share Price $3.74 Est. Cost/Share $4.23 Unrealized @ Report Date -11.6%
ETR ENTERGY CORP NEW 0.0%
Value $3,423 Shares 37 Share Price $92.51 * Est. Cost/Share $47.16 Unrealized @ Report Date -9.4%
GDDY GODADDY INC 0.0%
Value $3,352 Shares 45 Share Price $74.49 Est. Cost/Share $73.84 Unrealized @ Report Date +0.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value $3,283 Shares 14 Share Price $234.50 * Est. Cost/Share $104.05 Unrealized @ Report Date +12.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $3,269 Shares 301 Share Price $10.86 Est. Cost/Share $12.98 Unrealized @ Report Date -16.3%
MS MORGAN STANLEY 0.0%
Value $3,267 Shares 40 Share Price $81.67 * Est. Cost/Share $78.37 Unrealized @ Report Date -3.4%
ENSG ENSIGN GROUP INC 0.0%
Value $3,253 Shares 35 Share Price $92.94 Est. Cost/Share $93.67 Unrealized @ Report Date -1.2%
SPSC SPS COMM INC 0.0%
Value $3,242 Shares 19 Share Price $170.63 * Est. Cost/Share $161.41 Unrealized @ Report Date +10.0%
MA MASTERCARD INCORPORATED 0.0%
Value $3,168 Shares 8 Share Price $396.00 Est. Cost/Share $369.85 Unrealized @ Report Date +5.7%
CRL CHARLES RIV LABS INTL INC 0.0%
Value $3,136 Shares 16 Share Price $196.00 Est. Cost/Share $198.96 Unrealized @ Report Date -1.5%
DHR DANAHER CORPORATION 0.0%
Value $3,102 Shares 13 Share Price $238.62 * Est. Cost/Share $208.76 Unrealized @ Report Date +4.0%
REET ISHARES TR 0.0%
Value $3,091 Shares 146 Share Price $21.17 Est. Cost/Share $22.97 Unrealized @ Report Date
APPS DIGITAL TURBINE INC 0.0%
Value $3,025 Shares 500 Share Price $6.05 Est. Cost/Share $11.01 Unrealized @ Report Date -45.1%
CME CME GROUP INC 0.0%
Value $3,004 Shares 15 Share Price $200.27 * Est. Cost/Share $166.51 Unrealized @ Report Date +9.4%
EXPO EXPONENT INC 0.0%
Value $2,911 Shares 34 Share Price $85.62 * Est. Cost/Share $90.75 Unrealized @ Report Date -3.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value $2,863 Shares 7 Share Price $409.00 * Est. Cost/Share $431.49 Unrealized @ Report Date -10.9%
VLO VALERO ENERGY CORP 0.0%
Value $2,835 Shares 20 Share Price $141.75 * Est. Cost/Share $107.19 Unrealized @ Report Date +23.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $2,806 Shares 25 Share Price $112.24 * Est. Cost/Share $132.67 Unrealized @ Report Date -17.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $2,748 Shares 9 Share Price $305.33 Est. Cost/Share $318.43 Unrealized @ Report Date -4.1%
EFG ISHARES TR 0.0%
Value $2,676 Shares 31 Share Price $86.32 Est. Cost/Share $95.13 Unrealized @ Report Date -9.3%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $2,673 Shares 43 Share Price $62.16 * Est. Cost/Share $60.80 Unrealized @ Report Date -1.7%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value $2,608 Shares 123 Share Price $21.20 * Est. Cost/Share $22.03 Unrealized @ Report Date -17.0%
INTU INTUIT 0.0%
Value $2,555 Shares 5 Share Price $511.00 Est. Cost/Share $430.92 Unrealized @ Report Date +16.9%
CGNX COGNEX CORP 0.0%
Value $2,504 Shares 59 Share Price $42.44 * Est. Cost/Share $50.68 Unrealized @ Report Date -4.8%
EPR EPR PPTYS 0.0%
Value $2,451 Shares 59 Share Price $41.54 Est. Cost/Share $46.81 Unrealized @ Report Date
ENTG ENTEGRIS INC 0.0%
Value $2,442 Shares 26 Share Price $93.92 Est. Cost/Share $90.19 Unrealized @ Report Date +3.1%
MEDP MEDPACE HLDGS INC 0.0%
Value $2,422 Shares 10 Share Price $242.20 Est. Cost/Share $207.72 Unrealized @ Report Date +16.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $2,420 Shares 31 Share Price $78.06 * Est. Cost/Share $73.82 Unrealized @ Report Date -0.3%
BL BLACKLINE INC 0.0%
Value $2,386 Shares 43 Share Price $55.49 Est. Cost/Share $55.51 Unrealized @ Report Date -1.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $2,382 Shares 18 Share Price $132.33 Est. Cost/Share $155.17 Unrealized @ Report Date -14.7%
CDW CDW CORP 0.0%
Value $2,321 Shares 12 Share Price $193.42 Est. Cost/Share $168.84 Unrealized @ Report Date +16.1%
NOW SERVICENOW INC 0.0%
Value $2,236 Shares 4 Share Price $559.00 * Est. Cost/Share $99.98 Unrealized @ Report Date +11.8%
TFC TRUIST FINL CORP 0.0%
Value $2,232 Shares 78 Share Price $28.62 * Est. Cost/Share $26.95 Unrealized @ Report Date -5.6%
WDAY WORKDAY INC 0.0%
Value $2,149 Shares 10 Share Price $214.90 Est. Cost/Share $200.31 Unrealized @ Report Date +7.3%
SQUARESPACE INC 0.0%
Value $2,086 Shares 72 Share Price $28.97 Est. Cost/Share $31.54 Unrealized @ Report Date
PEGA PEGASYSTEMS INC 0.0%
Value $2,084 Shares 48 Share Price $43.42 * Est. Cost/Share $23.24 Unrealized @ Report Date +5.3%
PPG PPG INDS INC 0.0%
Value $2,077 Shares 16 Share Price $129.81 * Est. Cost/Share $131.68 Unrealized @ Report Date +1.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $2,003 Shares 37 Share Price $54.14 Est. Cost/Share $48.12 Unrealized @ Report Date +11.5%
NEE NEXTERA ENERGY INC 0.0%
Value $1,948 Shares 34 Share Price $57.29 * Est. Cost/Share $70.00 Unrealized @ Report Date -23.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value $1,932 Shares 12 Share Price $161.00 * Est. Cost/Share $76.56 Unrealized @ Report Date +5.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $1,906 Shares 28 Share Price $68.07 Est. Cost/Share $79.45 Unrealized @ Report Date -14.7%
PROSHARES TR 0.0%
Value $1,856 Shares 50 Share Price $37.12 Est. Cost/Share $34.30 Unrealized @ Report Date
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $1,842 Shares 11 Share Price $167.45 Est. Cost/Share $139.36 Unrealized @ Report Date +20.1%
CMI CUMMINS INC 0.0%
Value $1,828 Shares 8 Share Price $228.50 * Est. Cost/Share $212.93 Unrealized @ Report Date +2.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $1,818 Shares 2 Share Price $909.00 * Est. Cost/Share $61.07 Unrealized @ Report Date -0.8%
FND FLOOR & DECOR HLDGS INC 0.0%
Value $1,810 Shares 20 Share Price $90.50 Est. Cost/Share $95.63 Unrealized @ Report Date -5.4%
NTRS NORTHERN TR CORP 0.0%
Value $1,807 Shares 26 Share Price $69.50 Est. Cost/Share $70.33 Unrealized @ Report Date -0.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $1,802 Shares 26 Share Price $69.31 Est. Cost/Share $86.92 Unrealized @ Report Date -20.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $1,800 Shares 19 Share Price $94.74 * Est. Cost/Share $75.96 Unrealized @ Report Date +6.7%
KD KYNDRYL HLDGS INC 0.0%
Value $1,797 Shares 119 Share Price $15.10 Est. Cost/Share $13.53 Unrealized @ Report Date +11.6%
PLD PROLOGIS INC. 0.0%
Value $1,796 Shares 16 Share Price $112.25 * Est. Cost/Share $112.84 Unrealized @ Report Date -7.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $1,646 Shares 2 Share Price $823.00 Est. Cost/Share $766.75 Unrealized @ Report Date +6.7%
AVY AVERY DENNISON CORP 0.0%
Value $1,645 Shares 9 Share Price $182.78 * Est. Cost/Share $162.78 Unrealized @ Report Date +7.7%
HSIC HENRY SCHEIN INC 0.0%
Value $1,634 Shares 22 Share Price $74.27 Est. Cost/Share $79.00 Unrealized @ Report Date -6.0%
EMBC EMBECTA CORP 0.0%
Value $1,626 Shares 108 Share Price $15.06 * Est. Cost/Share $24.47 Unrealized @ Report Date -44.1%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value $1,608 Shares 132 Share Price $12.18 * Est. Cost/Share $10.02 Unrealized @ Report Date +10.7%
NEOG NEOGEN CORP 0.0%
Value $1,595 Shares 86 Share Price $18.55 * Est. Cost/Share $18.08 Unrealized @ Report Date +20.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value $1,576 Shares 8 Share Price $197.00 * Est. Cost/Share $200.25 Unrealized @ Report Date -6.5%
PGNY PROGYNY INC 0.0%
Value $1,497 Shares 44 Share Price $34.02 * Est. Cost/Share $36.09 Unrealized @ Report Date +4.6%
FIVN FIVE9 INC 0.0%
Value $1,479 Shares 23 Share Price $64.30 Est. Cost/Share $67.12 Unrealized @ Report Date -4.2%
BHP BHP GROUP LTD 0.0%
Value $1,479 Shares 26 Share Price $56.88 Est. Cost/Share $59.69 Unrealized @ Report Date
CERT CERTARA INC 0.0%
Value $1,454 Shares 100 Share Price $14.54 * Est. Cost/Share $21.12 Unrealized @ Report Date -20.4%
SMH VANECK ETF TRUST 0.0%
Value $1,450 Shares 10 Share Price $145.00 Est. Cost/Share $135.12 Unrealized @ Report Date +7.3%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value $1,449 Shares 17 Share Price $85.24 * Est. Cost/Share $94.80 Unrealized @ Report Date +0.0%
ASPEN TECHNOLOGY INC 0.0%
Value $1,430 Shares 7 Share Price $204.29 Est. Cost/Share $167.71 Unrealized @ Report Date
FRPT FRESHPET INC 0.0%
Value $1,384 Shares 21 Share Price $65.90 Est. Cost/Share $65.49 Unrealized @ Report Date +0.6%
HESS CORP 0.0%
Value $1,377 Shares 9 Share Price $153.00 Est. Cost/Share $136.00 Unrealized @ Report Date
AVB AVALONBAY CMNTYS INC 0.0%
Value $1,374 Shares 8 Share Price $171.75 * Est. Cost/Share $162.28 Unrealized @ Report Date -2.0%
KIDS ORTHOPEDIATRICS CORP 0.0%
Value $1,344 Shares 42 Share Price $32.00 * Est. Cost/Share $46.11 Unrealized @ Report Date -16.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $1,337 Shares 13 Share Price $102.85 Est. Cost/Share $104.00 Unrealized @ Report Date -1.1%
EA ELECTRONIC ARTS INC 0.0%
Value $1,325 Shares 11 Share Price $120.45 Est. Cost/Share $124.94 Unrealized @ Report Date -4.7%
MIROMATRIX MED INC 0.0%
Value $1,310 Shares 1,000 Share Price $1.31 Est. Cost/Share $1.31 Unrealized @ Report Date
BLACKROCK INC 0.0%
Value $1,293 Shares 2 Share Price $646.50 Est. Cost/Share $691.50 Unrealized @ Report Date
VOD VODAFONE GROUP PLC NEW 0.0%
Value $1,280 Shares 135 Share Price $9.48 Est. Cost/Share $10.51 Unrealized @ Report Date -9.8%
ACM AECOM 0.0%
Value $1,246 Shares 15 Share Price $83.07 Est. Cost/Share $79.85 Unrealized @ Report Date +5.4%
C CITIGROUP INC 0.0%
Value $1,234 Shares 30 Share Price $41.13 * Est. Cost/Share $42.74 Unrealized @ Report Date -10.9%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $1,231 Shares 67 Share Price $18.37 * Est. Cost/Share $17.60 Unrealized @ Report Date -9.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value $1,202 Shares 11 Share Price $109.27 * Est. Cost/Share $93.65 Unrealized @ Report Date +11.4%
HSY HERSHEY CO 0.0%
Value $1,201 Shares 6 Share Price $200.17 * Est. Cost/Share $243.41 Unrealized @ Report Date -23.1%
LPLA LPL FINL HLDGS INC 0.0%
Value $1,189 Shares 5 Share Price $237.80 Est. Cost/Share $200.25 Unrealized @ Report Date +18.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $1,118 Shares 21 Share Price $53.24 * Est. Cost/Share $58.67 Unrealized @ Report Date -12.5%
PKG PACKAGING CORP AMER 0.0%
Value $1,075 Shares 7 Share Price $153.57 * Est. Cost/Share $124.12 Unrealized @ Report Date +16.8%
WHR WHIRLPOOL CORP 0.0%
Value $1,070 Shares 8 Share Price $133.75 Est. Cost/Share $137.34 Unrealized @ Report Date -2.7%
IAC IAC INC 0.0%
Value $1,059 Shares 21 Share Price $50.43 * Est. Cost/Share $45.81 Unrealized @ Report Date +5.9%
ES EVERSOURCE ENERGY 0.0%
Value $1,047 Shares 18 Share Price $58.17 * Est. Cost/Share $66.05 Unrealized @ Report Date -20.7%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $1,045 Shares 5 Share Price $209.00 * Est. Cost/Share $222.61 Unrealized @ Report Date -8.6%
EXR EXTRA SPACE STORAGE INC 0.0%
Value $973 Shares 8 Share Price $121.63 * Est. Cost/Share $133.72 Unrealized @ Report Date -17.5%
CCI CROWN CASTLE INC 0.0%
Value $921 Shares 10 Share Price $92.10 * Est. Cost/Share $102.41 Unrealized @ Report Date -20.5%
MPC MARATHON PETE CORP 0.0%
Value $909 Shares 6 Share Price $151.50 * Est. Cost/Share $109.92 Unrealized @ Report Date +31.3%
DTE DTE ENERGY CO 0.0%
Value $894 Shares 9 Share Price $99.33 * Est. Cost/Share $101.46 Unrealized @ Report Date -9.5%
KRNT KORNIT DIGITAL LTD 0.0%
Value $889 Shares 47 Share Price $18.91 * Est. Cost/Share $22.60 Unrealized @ Report Date +9.1%
OGN ORGANON & CO 0.0%
Value $886 Shares 51 Share Price $17.37 * Est. Cost/Share $19.10 Unrealized @ Report Date -18.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $877 Shares 3 Share Price $292.33 Est. Cost/Share $302.56 Unrealized @ Report Date -3.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $868 Shares 10 Share Price $86.80 Est. Cost/Share $87.52 Unrealized @ Report Date -0.9%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $853 Shares 52 Share Price $16.40 * Est. Cost/Share $23.68 Unrealized @ Report Date -13.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $819 Shares 2 Share Price $409.50 * Est. Cost/Share $159.48 Unrealized @ Report Date +26.6%
ULTA ULTA BEAUTY INC 0.0%
Value $799 Shares 2 Share Price $399.50 Est. Cost/Share $489.83 Unrealized @ Report Date -18.5%
XAR SPDR SER TR 0.0%
Value $785 Shares 7 Share Price $112.14 Est. Cost/Share $119.69 Unrealized @ Report Date -6.3%
LVS LAS VEGAS SANDS CORP 0.0%
Value $780 Shares 17 Share Price $45.88 * Est. Cost/Share $56.48 Unrealized @ Report Date -22.2%
EAGG ISHARES TR 0.0%
Value $771 Shares 17 Share Price $45.35 Est. Cost/Share $47.65 Unrealized @ Report Date -4.9%
DG DOLLAR GEN CORP NEW 0.0%
Value $741 Shares 7 Share Price $105.86 * Est. Cost/Share $187.30 Unrealized @ Report Date -46.3%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $738 Shares 5 Share Price $147.60 Est. Cost/Share $152.56 Unrealized @ Report Date -3.4%
VOX VANGUARD WORLD FDS 0.0%
Value $737 Shares 7 Share Price $105.29 Est. Cost/Share $100.30 Unrealized @ Report Date +4.9%
COF CAPITAL ONE FINL CORP 0.0%
Value $728 Shares 8 Share Price $91.00 * Est. Cost/Share $95.91 Unrealized @ Report Date -2.3%
EQIX EQUINIX INC 0.0%
Value $727 Shares 1 Share Price $727.00 * Est. Cost/Share $692.48 Unrealized @ Report Date -0.1%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $703 Shares 3 Share Price $234.33 Est. Cost/Share $217.63 Unrealized @ Report Date +7.7%
LNG CHENIERE ENERGY INC 0.0%
Value $664 Shares 4 Share Price $166.00 Est. Cost/Share $148.05 Unrealized @ Report Date +12.1%
DH DEFINITIVE HEALTHCARE CORP 0.0%
Value $616 Shares 77 Share Price $8.00 * Est. Cost/Share $10.30 Unrealized @ Report Date -2.4%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value $607 Shares 20 Share Price $30.35 * Est. Cost/Share $20.79 Unrealized @ Report Date +10.3%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $577 Shares 8 Share Price $72.13 * Est. Cost/Share $65.46 Unrealized @ Report Date +1.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value $576 Shares 10 Share Price $57.60 Est. Cost/Share $50.62 Unrealized @ Report Date +14.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $572 Shares 2 Share Price $286.00 * Est. Cost/Share $275.92 Unrealized @ Report Date -0.4%
MBC MASTERBRAND INC 0.0%
Value $523 Shares 43 Share Price $12.16 Est. Cost/Share $9.59 Unrealized @ Report Date +26.7%
PCAR PACCAR INC 0.0%
Value $511 Shares 6 Share Price $85.17 * Est. Cost/Share $66.51 Unrealized @ Report Date +15.5%
RUM RUMBLE INC 0.0%
Value $510 Shares 100 Share Price $5.10 * Est. Cost/Share $9.42 Unrealized @ Report Date -20.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $485 Shares 1 Share Price $485.00 Est. Cost/Share $445.37 Unrealized @ Report Date +7.1%
CFG CITIZENS FINL GROUP INC 0.0%
Value $469 Shares 18 Share Price $26.06 * Est. Cost/Share $24.48 Unrealized @ Report Date -0.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $468 Shares 21 Share Price $22.29 Est. Cost/Share $28.52 Unrealized @ Report Date
IDXX IDEXX LABS INC 0.0%
Value $438 Shares 1 Share Price $438.00 Est. Cost/Share $479.21 Unrealized @ Report Date -8.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $411 Shares 1 Share Price $411.00 Est. Cost/Share $388.35 Unrealized @ Report Date +4.4%
WMB WILLIAMS COS INC 0.0%
Value $388 Shares 12 Share Price $32.33 * Est. Cost/Share $26.77 Unrealized @ Report Date +15.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $373 Shares 5 Share Price $74.60 Est. Cost/Share $77.51 Unrealized @ Report Date -5.4%
TE CONNECTIVITY LTD 0.0%
Value $371 Shares 3 Share Price $123.67 Est. Cost/Share $140.33 Unrealized @ Report Date
GRMN GARMIN LTD 0.0%
Value $369 Shares 4 Share Price $92.25 * Est. Cost/Share $97.02 Unrealized @ Report Date +4.3%
CPRT COPART INC 0.0%
Value $345 Shares 8 Share Price $43.13 Est. Cost/Share $42.95 Unrealized @ Report Date +0.3%
DXC DXC TECHNOLOGY CO 0.0%
Value $334 Shares 16 Share Price $20.88 * Est. Cost/Share $24.90 Unrealized @ Report Date -7.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $331 Shares 3 Share Price $110.33 * Est. Cost/Share $104.69 Unrealized @ Report Date +2.3%
STE STERIS PLC 0.0%
Value $330 Shares 2 Share Price $165.00 * Est. Cost/Share $195.42 Unrealized @ Report Date +10.1%
CL COLGATE PALMOLIVE CO 0.0%
Value $320 Shares 5 Share Price $64.00 * Est. Cost/Share $72.91 Unrealized @ Report Date -7.4%
NEM NEWMONT CORP 0.0%
Value $296 Shares 8 Share Price $37.00 * Est. Cost/Share $42.39 Unrealized @ Report Date -17.2%
FTNT FORTINET INC 0.0%
Value $294 Shares 5 Share Price $58.80 Est. Cost/Share $68.00 Unrealized @ Report Date -13.7%
BHF BRIGHTHOUSE FINL INC 0.0%
Value $245 Shares 5 Share Price $49.00 Est. Cost/Share $43.07 Unrealized @ Report Date +13.6%
ONL ORION OFFICE REIT INC 0.0%
Value $240 Shares 46 Share Price $5.22 Est. Cost/Share $6.63 Unrealized @ Report Date
SWK STANLEY BLACK & DECKER INC 0.0%
Value $209 Shares 3 Share Price $69.67 * Est. Cost/Share $74.47 Unrealized @ Report Date +2.6%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $170 Shares 4 Share Price $42.50 Est. Cost/Share $47.22 Unrealized @ Report Date -10.4%
TMFC RBB FD INC 0.0%
Value $158 Shares 4 Share Price $39.50 Est. Cost/Share $40.85 Unrealized @ Report Date -3.8%
CNP CENTERPOINT ENERGY INC 0.0%
Value $135 Shares 5 Share Price $27.00 * Est. Cost/Share $27.56 Unrealized @ Report Date -8.2%
WAB WABTEC 0.0%
Value $107 Shares 1 Share Price $107.00 Est. Cost/Share $97.89 Unrealized @ Report Date +7.3%
TPR TAPESTRY INC 0.0%
Value $87 Shares 3 Share Price $29.00 * Est. Cost/Share $38.73 Unrealized @ Report Date -29.8%
ADAM NEW YORK MTG TR INC 0.0%
Value $51 Shares 6 Share Price $8.50 Est. Cost/Share $10.00 Unrealized @ Report Date
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $49 Shares 34 Share Price $1.44 Est. Cost/Share $2.20 Unrealized @ Report Date -35.5%
ZIMVIE INC 0.0%
Value $19 Shares 2 Share Price $9.50 Est. Cost/Share $11.50 Unrealized @ Report Date